13F QoQ Ownership Changes
FBTC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 122 new · 311 added · 236 reduced · 125 exited
New Positions(122)
Added To(311)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 5,561,771 | +2,369,392 | $424.0M | +$105.3M | 74.2% |
| CANTOR FITZGERALD, L. P. | 2,811,862 | +1,280,931 | $250.4M | +$97.6M | 83.7% |
| MORGAN STANLEY | 692,686 | +692,684 | $52.8M | +$52.8M | 34634200.0% |
| Consolidated Portfolio Review Corp | 834,367 | +680,313 | $63.6M | +$48.2M | 441.6% |
| Schonfeld Strategic Advisors LLC | 2,349,936 | +160,005 | $179.1M | -$39.4M | 7.3% |
| Mariner, LLC | 598,461 | +10,009 | $45.6M | -$13.1M | 1.7% |
| OLD MISSION CAPITAL LLC | 503,000 | +392,820 | $230.8K | -$10.8M | 356.5% |
| NWAM LLC | 134,909 | +92,508 | $12.1M | +$7.9M | 218.2% |
| HighTower Advisors, LLC | 381,601 | +15,479 | $29.1M | -$7.5M | 4.2% |
| EverSource Wealth Advisors, LLC | 429,503 | +33,929 | $32.7M | -$6.7M | 8.6% |
| Militia Capital Partners, LP | 95,100 | +84,600 | $7.5M | +$6.4M | 805.7% |
| CAPTRUST FINANCIAL ADVISORS | 98,935 | +81,435 | $7.5M | +$5.8M | 465.3% |
| Atlas Wealth Partners, LLC | 208,425 | +1,728 | $15.9M | -$4.7M | 0.8% |
| SteelPeak Wealth, LLC | 60,357 | +50,446 | $4.6M | +$3.6M | 509.0% |
| Claar Advisors LLC | 115,481 | +62,981 | $8.8M | +$3.6M | 120.0% |
| Compass Ion Advisors, LLC | 221,013 | +16,760 | $16.8M | -$3.5M | 8.2% |
| RENAISSANCE TECHNOLOGIES LLC | 44,900 | +41,600 | $3.4M | +$3.1M | 1260.6% |
| Parcion Private Wealth LLC | 146,693 | +3,689 | $11.2M | -$3.1M | 2.6% |
| Creative Planning | 151,660 | +8,056 | $11.6M | -$2.8M | 5.6% |
| Kestra Advisory Services, LLC | 178,247 | +14,496 | $13.6M | -$2.8M | 8.8% |
| RFG Advisory, LLC | 40,880 | +37,083 | $3.1M | +$2.7M | 976.6% |
| OSAIC HOLDINGS, INC. | 84,956 | +42,690 | $6.5M | +$2.4M | 101.0% |
| BECK CAPITAL MANAGEMENT, LLC | 41,460 | +33,458 | $3.2M | +$2.4M | 418.1% |
| Allegheny Financial Group | 102,680 | +1,188 | $7.8M | -$2.3M | 1.2% |
| EXENCIAL WEALTH ADVISORS, LLC | 102,491 | +1,256 | $7.8M | -$2.3M | 1.2% |
| Patient Capital Management, LLC | 781,695 | +161,943 | $59.6M | -$2.3M | 26.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 103,592 | +7,471 | $7.9M | -$1.7M | 7.8% |
| Berman McAleer LLC | 98,944 | +40,325 | $7.5M | +$1.7M | 68.8% |
| Pathstone Holdings, LLC | 46,996 | +27,763 | $3.6M | +$1.7M | 144.3% |
| IEQ CAPITAL, LLC | 122,860 | +12,848 | $9.4M | -$1.6M | 11.7% |
| Aptus Capital Advisors, LLC | 84,565 | +4,354 | $6.4M | -$1.6M | 5.4% |
| BlackRock, Inc. | 290,647 | +84,200 | $22.2M | +$1.6M | 40.8% |
| FIRST TRUST ADVISORS LP | 88,228 | +6,164 | $6.7M | -$1.5M | 7.5% |
| Proficio Capital Partners LLC | 27,285 | +20,424 | $2.1M | +$1.4M | 297.7% |
| Citrine Capital LLC | 120,073 | +14,769 | $9.2M | -$1.4M | 14.0% |
| Focus Partners Wealth | 98,660 | +36,897 | $7.5M | +$1.4M | 59.7% |
| Beaird Harris Wealth Management, LLC | 65,789 | +2,050 | $5.0M | -$1.3M | 3.2% |
| Smart Money Group LLC | 58,738 | +1,714 | $4.5M | -$1.2M | 3.0% |
| KG&L Capital Management,LLC | 22,190 | +16,759 | $1.7M | +$1.1M | 308.6% |
| Strategies Wealth Advisors, LLC | 17,851 | +15,039 | $1.4M | +$1.1M | 534.8% |
| CMG Global Holdings, LLC | 43,235 | +3,912 | $2.8M | -$1.1M | 9.9% |
| Cambridge Advisors Inc. | 56,621 | +2,915 | $4.3M | -$1.0M | 5.4% |
| Fiduciary Alliance LLC | 48,665 | +1,438 | $3.7M | -$1.0M | 3.0% |
| PYA Waltman Capital, LLC | 59,174 | +3,937 | $4.5M | -$1.0M | 7.1% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 40,283 | +50 | $3.1M | -$944.9K | 0.1% |
| Haven Private, LLC | 41,902 | +561 | $3.2M | -$932.1K | 1.4% |
| US BANCORP \DE\ | 71,456 | +7,719 | $5.4M | -$914.5K | 12.1% |
| Milestone Asset Management Group, LLC | 59,076 | +4,818 | $4.5M | -$912.1K | 8.9% |
| LIBRA WEALTH LLC | 77,488 | +27,045 | $5.9M | +$872.2K | 53.6% |
| WINTON GROUP Ltd | 521,929 | +114,851 | $39.8M | -$843.8K | 28.2% |
| Blue Trust, Inc. | 34,896 | +26 | $2.7M | -$820.3K | 0.1% |
| Pasadena Private Wealth, LLC | 64,440 | +7,232 | $4.9M | -$797.7K | 12.6% |
| ELEMENT POINTE ADVISORS, LLC | 43,574 | +2,569 | $3.3M | -$771.1K | 6.3% |
| SFMG, LLC | 49,553 | +4,002 | $3.8M | -$769.0K | 8.8% |
| Crescent Grove Advisors, LLC | 13,005 | +10,705 | $991.4K | +$761.8K | 465.4% |
| Kingsview Wealth Management, LLC | 49,679 | +4,181 | $3.8M | -$754.1K | 9.2% |
| NewEdge Advisors, LLC | 61,800 | +7,512 | $4.7M | -$707.5K | 13.8% |
| PTM WEALTH MANAGEMENT, LLC | 34,306 | +2,113 | $2.8M | -$706.7K | 6.6% |
| Integrated Wealth Concepts LLC | 31,326 | +321 | $2.4M | -$706.6K | 1.0% |
| First Heartland Consultants, Inc. | 51,651 | +5,171 | $3.9M | -$701.8K | 11.1% |
| Walleye Trading LLC | 214,755 | +57,765 | $16.4M | +$701.6K | 36.8% |
| Global Retirement Partners, LLC | 32,870 | +881 | $2.5M | -$687.1K | 2.8% |
| Corient Private Wealth LLC | 90,816 | +28,302 | $6.9M | +$683.9K | 45.3% |
| BROWN BROTHERS HARRIMAN & CO | 26,666 | +112 | $2.0M | -$617.6K | 0.4% |
| Wealthcare Advisory Partners LLC | 29,320 | +754 | $2.2M | -$616.1K | 2.6% |
| Citizens National Bank Trust Department | 10,355 | +8,603 | $789.4K | +$614.5K | 491.0% |
| PROMETHIUM ADVISORS,LLC | 42,250 | +3,869 | $3.2M | -$610.1K | 10.1% |
| Cetera Investment Advisers | 314,521 | +68,221 | $24.0M | -$607.3K | 27.7% |
| BEAM WEALTH ADVISORS, INC. | 40,226 | +3,422 | $3.1M | -$607.0K | 9.3% |
| CIBC Private Wealth Group LLC | 33,549 | +1,876 | $2.6M | -$603.8K | 5.9% |
| Summit Financial, LLC | 27,905 | +790 | $2.1M | -$579.1K | 2.9% |
| Eaton Financial Holdings Company, LLC | 71,240 | +22,419 | $5.4M | +$557.8K | 45.9% |
| Joel Isaacson & Co., LLC | 37,692 | +3,500 | $2.9M | -$539.4K | 10.2% |
| Wellspring Financial Advisors, LLC | 22,892 | +52 | $1.7M | -$533.6K | 0.2% |
| EARNED WEALTH ADVISORS, LLC | 14,160 | +8,690 | $1.1M | +$533.4K | 158.9% |
| Financial Partners Group, Inc | 25,803 | +1,582 | $1.9M | -$533.4K | 6.5% |
| Financial Designs Corp | 30,948 | +794 | $2.4M | -$526.3K | 2.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,804 | +7,102 | $594.9K | +$524.8K | 1011.7% |
| VISTA INVESTMENT PARTNERS II, LLC | 47,590 | +6,011 | $3.6M | -$522.2K | 14.4% |
| OneAscent Financial Services LLC | 13,364 | +8,296 | $1.0M | +$512.9K | 163.7% |
| Robertson Stephens Wealth Management, LLC | 13,229 | +8,211 | $1.0M | +$507.6K | 163.6% |
| WESCAP Management Group, Inc. | 22,225 | +220 | $1.7M | -$502.1K | 1.0% |
| Guild Investment Management, Inc. | 28,249 | +1,863 | $2.2M | -$480.2K | 7.1% |
| EAGLE GLOBAL ADVISORS LLC | 16,500 | +8,650 | $1.3M | +$474.3K | 110.2% |
| Foundations Investment Advisors, LLC | 78,091 | +13,728 | $6.0M | -$471.2K | 21.3% |
| Orion Porfolio Solutions, LLC | 25,125 | +1,222 | $1.9M | -$470.4K | 5.1% |
| GK Wealth Management LLC | 21,657 | +515 | $1.7M | -$459.3K | 2.4% |
| Meridian Wealth Management, LLC | 21,165 | +435 | $1.6M | -$455.7K | 2.1% |
| LifeGoal Wealth Advisors | 19,701 | +320 | $1.5M | -$449.5K | 1.6% |
| Ancora Advisors LLC | 19,939 | +237 | $1.5M | -$446.5K | 1.2% |
| Financial Management Professionals, Inc. | 20,698 | +428 | $1.6M | -$445.3K | 2.1% |
| National Wealth Management Group, LLC | 17,634 | +8,469 | $1.3M | +$429.5K | 92.4% |
| Lido Advisors, LLC | 49,803 | +5,818 | $4.8M | +$428.0K | 13.2% |
| SWEENEY & MICHEL, LLC | 10,080 | +111 | $592.9K | -$421.2K | 1.1% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 52,309 | +8,614 | $4.1M | -$410.5K | 19.7% |
| MAI Capital Management | 17,512 | +8,141 | $1.3M | +$399.7K | 86.9% |
| PNC Financial Services Group, Inc. | 5,518 | +5,293 | $420.6K | +$398.2K | 2352.4% |
| Abound Wealth Management | 30,560 | +3,242 | $2.3M | -$397.0K | 11.9% |
| Farringdon Capital, Ltd. | 39,435 | +13,289 | $3.0M | +$396.5K | 50.8% |
| STANSBERRY ASSET MANAGEMENT, LLC | 23,491 | +1,638 | $1.8M | -$390.4K | 7.5% |
| Clearstead Advisors, LLC | 24,434 | +1,974 | $1.9M | -$379.1K | 8.8% |
| Precision Wealth Strategies, LLC | 13,650 | +7,013 | $1.0M | +$378.1K | 105.7% |
| Hubbell Strickland Wealth Management, LLC | 19,810 | +1,001 | $1.5M | -$367.2K | 5.3% |
| Corps Capital Advisors, LLC | 7,225 | +5,175 | $550.8K | +$346.2K | 252.4% |
| MML INVESTORS SERVICES, LLC | 100,512 | +20,318 | $7.7M | -$342.1K | 25.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | 16,096 | +383 | $1.2M | -$341.5K | 2.4% |
| East Coast Asset Management, LLC. | 7,550 | +5,205 | $575.5K | +$341.5K | 222.0% |
| Benchmark Financial Wealth Advisors, LLC | 17,328 | +818 | $1.3M | -$326.9K | 5.0% |
| CONDOR CAPITAL MANAGEMENT | 14,315 | +211 | $1.1M | -$316.5K | 1.5% |
| Perigon Wealth Management, LLC | 11,899 | +5,977 | $907.1K | +$316.0K | 100.9% |
| Mustard Seed Financial, LLC | 15,977 | +630 | $1.2M | -$313.9K | 4.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | 113,665 | +23,792 | $8.7M | -$305.5K | 26.5% |
| KFG WEALTH MANAGEMENT, LLC | 7,942 | +4,902 | $605.4K | +$302.0K | 161.3% |
| Curi Capital, LLC | 13,886 | +311 | $1.1M | -$296.4K | 2.3% |
| Principle Wealth Partners LLC | 23,179 | +8,402 | $1.8M | +$292.1K | 56.9% |
| DAYMARK WEALTH PARTNERS, LLC | 12,830 | +228 | $978.1K | -$279.7K | 1.8% |
| DecisionMap Wealth Management, LLC | 56,200 | +15,936 | $4.3M | +$265.4K | 39.6% |
| NTV Asset Management LLC | 12,900 | +400 | $983.4K | -$264.3K | 3.2% |
| JB Capital LLC | 11,796 | +140 | $899.2K | -$264.2K | 1.2% |
| Wealth Quarterback LLC | 11,605 | +99 | $884.6K | -$263.8K | 0.9% |
| Beacon Pointe Advisors, LLC | 8,365 | +4,609 | $637.7K | +$262.8K | 122.7% |
| Atria Investments, Inc | 14,222 | +5,930 | $1.1M | +$256.5K | 71.5% |
| M. Kulyk & Associates, LLC | 12,198 | +312 | $929.8K | -$256.5K | 2.6% |
| Abundance Wealth Counselors | 27,637 | +4,050 | $2.1M | -$247.4K | 17.2% |
| NewEdge Wealth, LLC | 22,929 | +904 | $1.7M | -$245.8K | 4.1% |
| Clear Creek Financial Management, LLC | 11,431 | +264 | $871.4K | -$243.2K | 2.4% |
| Whitaker-Myers Wealth Managers, LTD. | 6,655 | +4,005 | $507.3K | +$242.8K | 151.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | 6,065 | +3,852 | $462.3K | +$241.5K | 174.1% |
| TWO SIGMA SECURITIES, LLC | 10,309 | +25 | $785.9K | -$240.6K | 0.2% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 7,613 | +4,155 | $580.3K | +$235.2K | 120.2% |
| Wealth Dimensions Group, Ltd. | 9,503 | +3 | $724.4K | -$223.8K | 0.0% |
| U.S. Capital Wealth Advisors, LLC | 19,921 | +6,934 | $1.5M | +$222.3K | 53.4% |
| JPMORGAN CHASE & CO | 3,996 | +3,149 | $304.6K | +$220.0K | 371.8% |
| Bridgewater Advisors Inc. | 6,137 | +3,135 | $481.7K | +$217.7K | 104.4% |
| JSF Financial, LLC | 10,373 | +273 | $790.7K | -$217.3K | 2.7% |
| Wedmont Private Capital | 9,903 | +4,554 | $784.6K | +$217.0K | 85.1% |
| Waverly Advisors, LLC | 16,229 | +1,682 | $1.2M | -$214.8K | 11.6% |
| Timber Creek Capital Management LLC | 10,644 | +376 | $811.4K | -$213.5K | 3.7% |
| Quantinno Capital Management LP | 9,210 | +4,293 | $702.1K | +$211.3K | 87.3% |
| Delta Investment Management, LLC | 12,900 | +938 | $983.4K | -$210.6K | 7.8% |
| Falcon Wealth Planning | 11,678 | +686 | $890.2K | -$206.9K | 6.2% |
| DRIVE WEALTH MANAGEMENT, LLC | 6,044 | +3,493 | $460.7K | +$206.1K | 136.9% |
| Aries Wealth Management | 15,412 | +1,585 | $1.2M | -$205.2K | 11.5% |
| WESBANCO BANK INC | 8,705 | +100 | $663.6K | -$195.3K | 1.2% |
| Ellis Investment Partners, LLC | 7,739 | +3,700 | $590.0K | +$186.8K | 91.6% |
| Sequoia Financial Advisors, LLC | 9,859 | +504 | $751.5K | -$182.2K | 5.4% |
| Willis Johnson & Associates, Inc. | 8,302 | +169 | $632.9K | -$178.8K | 2.1% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 16,322 | +5,644 | $1.2M | +$178.5K | 52.9% |
| RAYMOND JAMES FINANCIAL INC | 10,962 | +4,352 | $835.6K | +$175.9K | 65.8% |
| NBC SECURITIES, INC. | 18,308 | +2,570 | $1.4M | -$175.2K | 16.3% |
| AVAII WEALTH MANAGEMENT, LLC | 108,478 | +23,873 | $8.3M | -$175.1K | 28.2% |
| Running Point Capital Advisors, LLC | 7,743 | +77 | $590.2K | -$174.9K | 1.0% |
| Wilmington Savings Fund Society, FSB | 4,497 | +2,800 | $342.8K | +$173.4K | 165.0% |
| MEITAV INVESTMENT HOUSE LTD | 37,341 | +7,154 | $2.8M | -$166.5K | 23.7% |
| CIM, LLC | 11,222 | +996 | $855.5K | -$165.2K | 9.7% |
| Larson Financial Group LLC | 8,464 | +379 | $645.2K | -$161.7K | 4.7% |
| Chicago Capital, LLC | 7,107 | +63 | $541.8K | -$161.3K | 0.9% |
| Redhawk Wealth Advisors, Inc. | 6,841 | +9 | $521.5K | -$160.4K | 0.1% |
| Spectrum Strategic Capital Management, LLC | 27,856 | +5,061 | $2.1M | -$151.7K | 22.2% |
| EVOKE WEALTH, LLC | 13,240 | +4,588 | $1.0M | +$145.7K | 53.0% |
| Root Financial Partners, LLC | 2,020 | +1,926 | $154.0K | +$144.6K | 2048.9% |
| Summit Trail Advisors, LLC | 6,714 | +143 | $511.8K | -$144.0K | 2.2% |
| OneDigital Investment Advisors LLC | 9,355 | +830 | $713.1K | -$137.7K | 9.7% |
| EVEXIA WEALTH LLC | 43,590 | +5,535 | $3.7M | -$135.1K | 14.5% |
| J.W. COLE ADVISORS, INC. | 8,194 | +714 | $611.5K | -$135.1K | 9.5% |
| Claro Advisors LLC | 6,120 | +100 | $466.5K | -$134.3K | 1.7% |
| Intellectus Partners, LLC | 7,700 | +500 | $587.0K | -$131.7K | 6.9% |
| Upper Left Wealth Management, LLC | 9,667 | +992 | $736.9K | -$128.9K | 11.4% |
| Steward Partners Investment Advisory, LLC | 3,614 | +2,135 | $275.5K | +$127.8K | 144.3% |
| FOUNDERS FINANCIAL SECURITIES LLC | 5,522 | +35 | $420.9K | -$126.7K | 0.6% |
| Guidance Point Advisors, LLC | 7,509 | +526 | $572.8K | -$124.6K | 7.5% |
| Cerity Partners LLC | 33,593 | +9,169 | $2.6M | +$123.0K | 37.5% |
| FineMark National Bank & Trust | 8,065 | +680 | $614.8K | -$122.3K | 9.2% |
| Clarus Group, Inc. | 5,500 | +2,500 | $419.3K | +$119.8K | 83.3% |
| FRG Family Wealth Advisors LLC | 31,575 | +6,287 | $2.4M | -$117.0K | 24.9% |
| DUDLEY CAPITAL MANAGEMENT, LLC | 9,658 | +1,125 | $736.2K | -$115.5K | 13.2% |
| Gryphon Financial Partners LLC | 5,133 | +104 | $391.3K | -$110.7K | 2.1% |
| Capital Investment Advisors, LLC | 11,598 | +1,638 | $884.1K | -$110.0K | 16.4% |
| WealthPlan Investment Management, LLC | 27,379 | +7,558 | $2.1M | +$108.8K | 38.1% |
| Waldron Private Wealth LLC | 12,204 | +1,806 | $930.3K | -$107.5K | 17.4% |
| Trek Financial, LLC | 4,535 | +2 | $345.7K | -$106.7K | 0.0% |
| Retirement Income Solutions, Inc | 5,341 | +209 | $407.1K | -$105.1K | 4.1% |
| Meridian Wealth Advisors, LLC | 10,000 | +1,312 | $762.3K | -$104.8K | 15.1% |
| Stratos Wealth Advisors, LLC | 20,602 | +5,909 | $1.6M | +$104.0K | 40.2% |
| Signal Advisors Wealth, LLC | 16,187 | +2,816 | $1.2M | -$100.6K | 21.1% |
| Tamar Securities, LLC | 4,125 | +25 | $314.4K | -$94.8K | 0.6% |
| Ethos Financial Group, LLC | 13,475 | +4,114 | $1.0M | +$92.9K | 43.9% |
| SCOTIA CAPITAL INC. | 5,935 | +475 | $452.4K | -$92.6K | 8.7% |
| Relyea Zuckerberg Hanson LLC | 5,239 | +2,163 | $399.4K | +$92.4K | 70.3% |
| Crestwood Advisors Group, LLC | 9,330 | +3,114 | $711.2K | +$90.8K | 50.1% |
| Platform Technology Partners | 5,127 | +2,110 | $390.9K | +$89.8K | 69.9% |
| EdgeRock Capital LLC | 4,641 | +1,976 | $353.8K | +$87.8K | 74.1% |
| Clientfirst Wealth Management, LLC | 9,793 | +1,460 | $746.5K | -$85.2K | 17.5% |
| WEALTH ALLIANCE, LLC | 9,039 | +2,944 | $689.1K | +$80.7K | 48.3% |
| Sandy Cove Advisors, LLC | 5,520 | +499 | $420.8K | -$80.3K | 9.9% |
| McAdam, LLC | 5,076 | +395 | $386.9K | -$80.3K | 8.4% |
| BROGAN FINANCIAL, INC. | 3,408 | +6 | $259.8K | -$79.8K | 0.2% |
| HB Wealth Management, LLC | 3,466 | +21 | $264.2K | -$79.7K | 0.6% |
| Parallel Advisors, LLC | 12,805 | +3,822 | $976.1K | +$79.5K | 42.5% |
| KMG FIDUCIARY PARTNERS, LLC | 14,611 | +4,236 | $1.1M | +$78.3K | 40.8% |
| Rather & Kittrell, Inc. | 4,246 | +1,779 | $323.7K | +$77.4K | 72.1% |
| GERBER, LLC | 3,581 | +75 | $273.0K | -$76.9K | 2.1% |
| Demars Financial Group, LLC | 9,128 | +1,419 | $695.8K | -$73.6K | 18.4% |
| BridgePort Financial Solutions, LLC | 4,133 | +242 | $315.1K | -$73.3K | 6.2% |
| CFO4Life Group, LLC | 7,794 | +2,571 | $594.1K | +$72.8K | 49.2% |
| NorthRock Partners, LLC | 3,011 | +12 | $229.5K | -$69.8K | 0.4% |
| YHB Investment Advisors, Inc. | 3,575 | +148 | $272.5K | -$69.5K | 4.3% |
| Midwest Trust Co | 2,813 | +10 | $214.4K | -$65.3K | 0.3% |
| Avidian Wealth Enterprises, LLC | 5,567 | +1,968 | $424.4K | +$65.1K | 54.7% |
| Cascade Financial Partners, LLC | 5,834 | +748 | $444.7K | -$62.9K | 14.7% |
| Wealth Group Ltd | 6,337 | +869 | $483.1K | -$62.7K | 15.9% |
| Valeo Financial Advisors, LLC | 36,924 | +8,099 | $2.8M | -$62.3K | 28.1% |
| CHOREO, LLC | 17,129 | +3,374 | $1.3M | -$61.7K | 24.5% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 5,450 | +700 | $415.5K | -$58.6K | 14.7% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 4,589 | +507 | $349.8K | -$57.6K | 12.4% |
| Werba Rubin Papier Wealth Management | 7,515 | +1,200 | $572.9K | -$57.4K | 19.0% |
| Sugar Maple Asset Management, LLC | 3,042 | +150 | $231.9K | -$56.8K | 5.2% |
| Anson Capital, Inc. | 5,745 | +1,920 | $437.9K | +$56.2K | 50.2% |
| BROWN, LISLE/CUMMINGS, INC. | 2,415 | +25 | $184.1K | -$54.5K | 1.0% |
| Strategic Advocates LLC | 2,356 | +10 | $180.4K | -$53.8K | 0.4% |
| Invesco Ltd. | 5,124 | +680 | $390.6K | -$53.0K | 15.3% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 3,162 | +226 | $241.0K | -$52.0K | 7.7% |
| Stone House Investment Management, LLC | 2,812 | +146 | $214.4K | -$51.7K | 5.5% |
| HARMONY ASSET MANAGEMENT LLC | 2,779 | +154 | $211.8K | -$50.2K | 5.9% |
| Tradition Wealth Management, LLC | 9,996 | +2,845 | $762.0K | +$48.3K | 39.8% |
| INSTRUMENTAL WEALTH, LLC | 9,955 | +4,165 | $584.8K | +$47.8K | 71.9% |
| BANK OF MONTREAL /CAN/ | 11,299 | +3,148 | $861.3K | +$47.8K | 38.6% |
| Crane Advisory, LLC | 3,223 | +353 | $256.8K | -$46.1K | 12.3% |
| CARDIFF PARK ADVISORS, LLC | 6,375 | +1,050 | $486.0K | -$45.5K | 19.7% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4,337 | +575 | $330.6K | -$44.9K | 15.3% |
| McMill Wealth Management | 5,378 | +828 | $410.0K | -$44.2K | 18.2% |
| RPg Family Wealth Advisory, LLC | 4,658 | +663 | $355.1K | -$43.7K | 16.6% |
| EVERETT HARRIS & CO /CA/ | 8,514 | +1,575 | $649.0K | -$43.6K | 22.7% |
| SMART Wealth LLC | 36,558 | +8,208 | $2.8M | -$42.8K | 28.9% |
| Atlas Brown,Inc. | 2,653 | +200 | $202.2K | -$42.6K | 8.2% |
| Drucker Wealth 3.0, LLC | 5,036 | +767 | $383.9K | -$42.2K | 18.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 30,307 | +6,748 | $2.3M | -$41.1K | 28.6% |
| WEALTH EFFECTS LLC | 8,925 | +2,515 | $680.4K | +$40.6K | 39.2% |
| Beacon Capital Management, LLC | 5,869 | +987 | $447.4K | -$39.8K | 20.2% |
| Koshinski Asset Management, Inc. | 2,807 | +274 | $214.0K | -$38.8K | 10.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,229 | +1,572 | $627.3K | -$37.2K | 23.6% |
| Empower Advisory Group, LLC | 2,869 | +310 | $218.7K | -$36.7K | 12.1% |
| Prasad Wealth Partners, LLC | 3,996 | +583 | $304.6K | -$36.0K | 17.1% |
| GRIMES & COMPANY, INC. | 4,494 | +704 | $342.6K | -$35.7K | 18.6% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 1,290 | +650 | $98.3K | +$34.7K | 101.6% |
| Great Point Wealth Advisors, LLC | 118,921 | +27,754 | $9.1M | -$34.0K | 30.4% |
| Caprock Group, LLC | 4,902 | +1,283 | $373.7K | +$32.1K | 35.5% |
| FIDELIS CAPITAL PARTNERS, LLC | 2,625 | +305 | $200.1K | -$31.5K | 13.1% |
| Cranbrook Wealth Management, LLC | 647 | +451 | $49.3K | +$29.8K | 230.1% |
| SIGNATUREFD, LLC | 1,435 | +46 | $109.4K | -$29.2K | 3.3% |
| Trivium Point Advisory, LLC | 2,781 | +366 | $212.0K | -$29.0K | 15.2% |
| Legacy Financial Advisors, Inc. | 5,978 | +1,132 | $455.7K | -$28.0K | 23.4% |
| MARIPAU WEALTH MANAGEMENT LLC | 2,866 | +416 | $218.4K | -$26.1K | 17.0% |
| Silicon Valley Capital Partners | 1,955 | +205 | $149.0K | -$25.6K | 11.7% |
| Ausdal Financial Partners, Inc. | 5,471 | +1,040 | $417.1K | -$25.2K | 23.5% |
| NBT BANK N A /NY | 1,174 | +30 | $89.5K | -$24.7K | 2.6% |
| Revisor Wealth Management LLC | 15,816 | +3,984 | $1.2M | -$23.8K | 33.7% |
| Hills Bank & Trust Co | 1,785 | +189 | $136.1K | -$23.2K | 11.8% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 887 | +440 | $67.6K | +$23.0K | 98.4% |
| DMC Group, LLC | 3,746 | +1,094 | $285.6K | +$20.9K | 41.3% |
| CRA Financial Services, LLC | 28,505 | +6,932 | $2.2M | +$19.7K | 32.1% |
| Atlantic Union Bankshares Corp | 3,043 | +908 | $232.0K | +$18.9K | 42.5% |
| Heritage Wealth Advisors | 830 | +13 | $63.2K | -$18.3K | 1.6% |
| Connective Capital Management, LLC | 3,960 | +763 | $301.9K | -$17.2K | 23.9% |
| Shade Tree Advisors LLC | 3,357 | +942 | $255.9K | +$14.9K | 39.0% |
| UMB Bank, n.a. | 1,857 | +582 | $141.6K | +$14.3K | 45.6% |
| Physician Wealth Advisors, Inc. | 646 | +17 | $49.2K | -$13.5K | 2.7% |
| Stokes Family Office, LLC | 5,662 | +1,470 | $431.6K | +$13.2K | 35.1% |
| Newbridge Financial Services Group, Inc. | 573 | +14 | $43.7K | -$12.1K | 2.5% |
| MGO ONE SEVEN LLC | 7,928 | +1,993 | $604.4K | +$12.0K | 33.6% |
| IFG Advisors, LLC | 4,523 | +1,188 | $344.8K | +$11.9K | 35.6% |
| Endowment Wealth Management, Inc. | 7,176 | +1,580 | $547.0K | -$11.5K | 28.2% |
| BROWN ADVISORY INC | 8,000 | +2,000 | $609.8K | +$11.0K | 33.3% |
| Canton Hathaway, LLC | 715 | +65 | $54.5K | -$10.5K | 10.0% |
| SENTINEL PENSION ADVISORS, LLC | 3,696 | +976 | $281.7K | +$10.3K | 35.9% |
| Financial Network Wealth Advisors LLC | 401 | +5 | $30.6K | -$9.0K | 1.3% |
| Prospera Financial Services Inc | 2,862 | +754 | $218.2K | +$7.8K | 35.8% |
| FIFTH THIRD BANCORP | 105 | +100 | $8.0K | +$7.5K | 2000.0% |
| Financial Perspectives, Inc | 3,637 | +789 | $277.2K | -$7.0K | 27.7% |
| LongView Wealth Management | 2,821 | +501 | $224.8K | -$6.8K | 21.6% |
| Wealth Preservation Advisors, LLC | 758 | +121 | $57.8K | -$5.8K | 19.0% |
| Five Pine Wealth Management | 9,614 | +2,328 | $732.8K | +$5.6K | 31.9% |
| Avalon Trust Co | 390 | +140 | $29.7K | +$4.8K | 56.0% |
| VICUS CAPITAL | 8,077 | +1,956 | $615.7K | +$4.8K | 31.9% |
| Stiles Financial Services Inc | 4,034 | +1,000 | $307.5K | +$4.7K | 33.0% |
| WELLS FARGO & COMPANY/MN | 58 | +57 | $4.4K | +$4.3K | 5700.0% |
| COURAGE CAPITAL MANAGEMENT LLC | 170,865 | +5,000 | $13.0K | -$3.5K | 3.0% |
| Hilltop Holdings Inc. | 7,703 | +1,851 | $587.2K | +$3.1K | 31.6% |
| Activest Wealth Management | 443 | +80 | $33.8K | -$2.5K | 22.0% |
| COUNTRY TRUST BANK | 231 | +33 | $17.6K | -$2.2K | 16.7% |
| Vantage Financial Partners, LLC | 6,298 | +1,469 | $480.1K | -$1.9K | 30.4% |
| Arkos Global Advisors | 99,099 | +9,581 | $7.6K | -$1.4K | 10.7% |
| AM INVESTMENT STRATEGIES LLC | 59,177 | +823 | $4.5K | -$1.3K | 1.4% |
| HighMark Wealth Management LLC | 147 | +27 | $11.2K | -$772 | 22.5% |
| Arete Wealth Advisors, LLC | 21,447 | +840 | $1.6K | -$422 | 4.1% |
| BIRCHBROOK, INC. | 165 | +35 | $12.6K | -$398 | 26.9% |
| Betterment LLC | 16,655 | +7,804 | $1.3K | +$387 | 88.2% |
| GHP Investment Advisors, Inc. | 82 | +16 | $6.3K | -$337 | 24.2% |
| LaSalle St. Investment Advisors, LLC | 19,621 | +7,226 | $1.5K | +$258 | 58.3% |
| Cambridge Investment Research Advisors, Inc. | 184,283 | +46,097 | $14.0K | +$256 | 33.4% |
| Harel Insurance Investments & Financial Services Ltd. | 4,409 | +2,793 | $336 | +$175 | 172.8% |
| VESTOR CAPITAL, LLC | 8,559 | +2,864 | $404 | -$164 | 50.3% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7,070 | +27 | $538 | -$164 | 0.4% |
| Centerpoint Advisors, LLC | 5,072 | +2,498 | $387 | +$130 | 97.0% |
| APPLETON PARTNERS INC/MA | 4,534 | +213 | $346 | -$85 | 4.9% |
| SlateStone Wealth, LLC | 4,768 | +355 | $363 | -$77 | 8.0% |
| PARK AVENUE SECURITIES LLC | 104,222 | +24,048 | $7.9K | -$57 | 30.0% |
| HANTZ FINANCIAL SERVICES, INC. | 567 | +564 | $43 | +$43 | 18800.0% |
| Thrivent Financial for Lutherans | 3,466 | +411 | $265 | -$40 | 13.4% |
| Peloton Wealth Strategists | 11,067 | +2,864 | $844 | +$25 | 34.9% |
| CKW FINANCIAL GROUP | 202 | +64 | $15 | +$1 | 46.4% |
Reduced(236)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,745,643 | -1,968,667 | $133.1M | -$237.7M | -53.0% |
| Sculptor Capital LP | 223,595 | -1,965,132 | $17.0M | -$201.4M | -89.8% |
| MILLENNIUM MANAGEMENT LLC | 7,293,130 | -153,875 | $556.0M | -$187.3M | -2.1% |
| GOLDMAN SACHS GROUP INC | 469,640 | -872,456 | $35.8M | -$98.2M | -65.0% |
| Capula Management Ltd | 2,112,794 | 0 | $161.1M | -$49.8M | 0.0% |
| CITADEL ADVISORS LLC | 1,241,063 | -205,434 | $94.6M | -$49.8M | -14.2% |
| Elequin Capital, LP | 8,000 | -471,372 | $609.8K | -$47.2M | -98.3% |
| Marex Group plc | 248,673 | -399,961 | $19.0M | -$45.8M | -61.7% |
| Almitas Capital LLC | 1,536,637 | -75,000 | $117.1M | -$43.7M | -4.7% |
| Graham Capital Management, L.P. | 1,166,800 | 0 | $88.9M | -$27.5M | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 534,125 | -135,729 | $40.7M | -$26.1M | -20.3% |
| ParaFi Capital LP | 1,090,000 | 0 | $83.1M | -$25.7M | 0.0% |
| LMR Partners LLP | 958,200 | 0 | $73.0M | -$22.6M | 0.0% |
| Cresset Asset Management, LLC | 489,111 | -103,300 | $37.3M | -$21.8M | -17.4% |
| Diversify Advisory Services, LLC | 8,781 | -224,671 | $730.8K | -$21.0M | -96.2% |
| Pine Ridge Advisers LLC | 834,367 | 0 | $63.6M | -$19.7M | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 191,520 | -2,549 | $14.6M | +$14.6M | -1.3% |
| KALEIDOSCOPE CAPITAL LP | 309,673 | -68,303 | $23.6M | -$14.1M | -18.1% |
| United Capital Management of KS, Inc. | 558,320 | -6,967 | $42.6M | -$13.9M | -1.2% |
| Beaumont Financial Advisors, LLC | 448,205 | -15,418 | $34.2M | -$12.1M | -3.3% |
| StoneX Group Inc. | 13,132 | -96,319 | $1.0M | -$9.9M | -88.0% |
| Traynor Capital Management, Inc. | 95,511 | -71,562 | $7.3M | -$9.4M | -42.8% |
| Legacy Wealth Asset Management, LLC | 298,326 | -9,920 | $22.7M | -$8.0M | -3.2% |
| Spire Wealth Management | 54,046 | -59,393 | $4.1M | -$7.2M | -52.4% |
| Ovata Capital Management Ltd | 295,558 | 0 | $22.5M | -$6.9M | 0.0% |
| Senator Investment Group LP | 33,000 | -60,788 | $2.5M | -$6.8M | -64.8% |
| Advisory Services Network, LLC | 56,886 | -52,491 | $4.3M | -$6.6M | -48.0% |
| Van Hulzen Asset Management, LLC | 257,213 | -1,431 | $19.6M | -$6.2M | -0.6% |
| Heck Capital Advisors, LLC | 245,067 | -3,457 | $18.7M | -$6.1M | -1.4% |
| Jump Financial, LLC | 8,098 | -54,273 | $617.3K | -$5.6M | -87.0% |
| Ursa Fund Management, LLC | 20,000 | -50,000 | $1.5M | -$5.5M | -71.4% |
| D. E. Shaw & Co., Inc. | 186,008 | 0 | $14.2M | -$4.4M | 0.0% |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 164,646 | -12,947 | $12.6M | -$4.1M | -7.3% |
| Brookstone Capital Management | 58,934 | -24,801 | $4.5M | -$3.9M | -29.6% |
| ALTFEST L J & CO INC | 54,197 | -25,895 | $4.1M | -$3.9M | -32.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 140,881 | -2,017 | $11.3M | -$3.8M | -1.4% |
| Mutual Advisors, LLC | 71,641 | -24,613 | $5.5M | -$3.8M | -25.6% |
| Peregrine Asset Advisers, Inc. | 3,350 | -33,958 | $255.3K | -$3.5M | -91.0% |
| Sowell Financial Services LLC | 4,749 | -31,956 | $362.0K | -$3.3M | -87.1% |
| Fiduciary Trust Co | 95,644 | -9,075 | $7.3M | -$3.2M | -8.7% |
| Farther Finance Advisors, LLC | 35,983 | -17,674 | $2.7M | -$2.6M | -32.9% |
| RPO LLC | 30,960 | -18,797 | $2.4M | -$2.6M | -37.8% |
| QTR Family Wealth, LLC | 45,861 | -6,459 | $2.7M | -$2.5M | -12.3% |
| Modus Advisors, LLC | 50,171 | -10,420 | $3.8M | -$2.2M | -17.2% |
| Vise Technologies, Inc. | 17,049 | -15,718 | $1.3M | -$2.0M | -48.0% |
| MAD RIVER INVESTORS | 70,859 | -945 | $5.4M | -$1.8M | -1.3% |
| Private Advisor Group, LLC | 18,077 | -12,860 | $1.4M | -$1.7M | -41.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 17,773 | -12,192 | $1.4M | -$1.6M | -40.7% |
| Merit Financial Group, LLC | 33,754 | -6,376 | $2.6M | -$1.4M | -15.9% |
| Avenir Tech Ltd | 58,618 | 0 | $4.5M | -$1.4M | 0.0% |
| SevenBridge Financial Group, LLC | 75,143 | -4,364 | $5.7M | -$1.3M | -5.5% |
| Pallas Capital Advisors LLC | 10,740 | -10,401 | $818.7K | -$1.3M | -49.2% |
| BASSO CAPITAL MANAGEMENT, L.P. | 24,675 | -5,925 | $1.9M | -$1.2M | -19.4% |
| LPL Financial LLC | 24,581 | -5,622 | $1.9M | -$1.1M | -18.6% |
| BANK OF AMERICA CORP /DE/ | 29,591 | -4,295 | $2.3M | -$1.1M | -12.7% |
| GR FINANCIAL GROUP, LLC | 13,255 | -7,926 | $1.0M | -$1.1M | -37.4% |
| VISTA FINANCE, LLC | 26,246 | -4,450 | $2.0M | -$1.1M | -14.5% |
| Sepio Capital, LP | 44,044 | -154 | $3.4M | -$1.1M | -0.3% |
| Kovitz Investment Group Partners, LLC | 42,765 | -386 | $3.3M | -$1.0M | -0.9% |
| Camelot Portfolios, LLC | 21,383 | -5,307 | $1.6M | -$1.0M | -19.9% |
| Vivaldi Capital Management LP | 37,860 | -914 | $2.9M | -$984.0K | -2.4% |
| SCS Capital Management LLC | 40,174 | -21 | $3.1M | -$949.4K | -0.1% |
| TRED AVON FAMILY WEALTH, LLC | 40,104 | -10 | $3.1M | -$946.6K | -0.0% |
| Avior Wealth Management, LLC | 31,721 | -1,635 | $2.4M | -$911.1K | -4.9% |
| Oak Grove Capital LLC | 5,469 | -7,420 | $416.9K | -$869.5K | -57.6% |
| Firestone Capital Management | 34,029 | -653 | $2.6M | -$867.6K | -1.9% |
| Almanack Investment Partners, LLC. | 20,793 | -3,061 | $1.6M | -$795.8K | -12.8% |
| CHILDRESS CAPITAL ADVISORS, LLC | 32,975 | -50 | $2.5M | -$782.5K | -0.1% |
| World Investment Advisors | 15,700 | -3,332 | $1.1M | -$774.6K | -17.5% |
| AE Wealth Management LLC | 20,953 | -2,058 | $1.6M | -$699.5K | -8.9% |
| Belpointe Asset Management LLC | 8,464 | -4,702 | $645.2K | -$668.9K | -35.7% |
| Concurrent Investment Advisors, LLC | 27,590 | -146 | $2.1M | -$665.1K | -0.5% |
| MISSION WEALTH MANAGEMENT, LP | 24,621 | -682 | $1.9M | -$648.7K | -2.7% |
| STALEY CAPITAL ADVISERS INC | 27,340 | 0 | $2.1M | -$644.7K | 0.0% |
| GC Wealth Management RIA, LLC | 23,707 | -157 | $1.8M | -$574.7K | -0.7% |
| ROTHSCHILD INVESTMENT LLC | 3,000 | -5,000 | $228.7K | -$569.8K | -62.5% |
| Objective Capital Management, LLC | 23,436 | 0 | $1.8M | -$552.6K | 0.0% |
| RAHLFS CAPITAL, LLC | 10,250 | -3,015 | $781.4K | -$542.6K | -22.7% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 17,846 | -1,131 | $1.4M | -$533.7K | -6.0% |
| Highland Financial Advisors, LLC | 21,700 | -131 | $1.7M | -$524.8K | -0.6% |
| FRANKLIN RESOURCES INC | 6,116 | -3,385 | $466.2K | -$482.1K | -35.6% |
| Canvas Wealth Advisors, LLC | 11,426 | -1,161 | $871.0K | -$478.0K | -9.2% |
| Bryn Mawr Trust Advisors, LLC | 19,669 | 0 | $1.5M | -$463.8K | 0.0% |
| REGATTA CAPITAL GROUP, LLC | 9,894 | -2,300 | $754.2K | -$462.9K | -18.9% |
| LIFE LINE WEALTH MANAGEMENT LLC | 18,682 | -169 | $1.4M | -$457.4K | -0.9% |
| Essex Financial Services, Inc. | 17,272 | -372 | $1.3M | -$444.4K | -2.1% |
| Chicago Partners Investment Group LLC | 5,327 | -3,188 | $415.1K | -$428.7K | -37.4% |
| MTM Investment Management, LLC | 15,340 | -631 | $1.2M | -$424.7K | -4.0% |
| Pure Financial Advisors, LLC | 10,743 | -1,697 | $818.9K | -$422.7K | -13.6% |
| GAMCO INVESTORS, INC. ET AL | 17,500 | 0 | $1.3M | -$412.6K | 0.0% |
| Mills Wealth Advisors LLC | 15,503 | -466 | $1.2M | -$412.1K | -2.9% |
| Soltis Investment Advisors LLC | 17,155 | -38 | $1.3M | -$408.3K | -0.2% |
| 3EDGE Asset Management, LP | 14,105 | -742 | $1.1M | -$406.7K | -5.0% |
| Madison Park Capital Advisors, LLC | 16,622 | -104 | $1.3M | -$402.3K | -0.6% |
| Westover Capital Advisors, LLC | 7,535 | -2,000 | $574.4K | -$377.3K | -21.0% |
| StoryOne LLC | 0 | 0 | $360.0K | +$360.0K | — |
| Bedel Financial Consulting, Inc. | 14,766 | 0 | $1.1M | -$348.2K | 0.0% |
| Marietta Wealth Management, LLC | 14,470 | 0 | $1.1M | -$341.2K | 0.0% |
| Strata Wealth Advisors, LLC | 14,373 | 0 | $1.1M | -$338.9K | 0.0% |
| WHITTIER TRUST CO | 4,000 | -2,000 | $322.2K | -$320.8K | -33.3% |
| GWN SECURITIES INC. | 10,082 | -761 | $768.6K | -$315.5K | -7.0% |
| FINANCIAL MANAGEMENT NETWORK INC | 9,785 | 0 | $765.1K | -$305.8K | 0.0% |
| Secure Asset Management, LLC | 10,840 | -201 | $826.3K | -$305.5K | -1.8% |
| LBMC INVESTMENT ADVISORS, LLC | 12,655 | 0 | $964.7K | -$298.4K | 0.0% |
| TCW GROUP INC | 12,553 | 0 | $956.9K | -$296.0K | 0.0% |
| Synergy Financial Group, LTD | 12,484 | -12 | $951.7K | -$295.6K | -0.1% |
| Savant Capital, LLC | 5,438 | -1,674 | $414.5K | -$295.3K | -23.5% |
| Royal Bank of Canada | 439 | -3,485 | $33.0K | -$289.0K | -88.8% |
| MATAURO, LLC | 8,018 | -934 | $611.2K | -$282.3K | -10.4% |
| AdvisorNet Financial, Inc | 9,505 | -528 | $724.6K | -$276.8K | -5.3% |
| Sandbox Financial Partners, LLC | 7,052 | -877 | $537.6K | -$253.8K | -11.1% |
| Verus Financial Partners, Inc. | 10,447 | 0 | $796.7K | -$246.0K | 0.0% |
| Parkside Financial Bank & Trust | 10,367 | 0 | $790.3K | -$244.5K | 0.0% |
| Arkadios Wealth Advisors | 3,398 | -1,607 | $259.0K | -$240.5K | -32.1% |
| Truvestments Capital LLC | 6,155 | -949 | $469.2K | -$239.9K | -13.3% |
| Wealthspire Advisors, LLC | 5,668 | -1,048 | $432.1K | -$238.3K | -15.6% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,894 | -1,392 | $296.8K | -$230.7K | -26.3% |
| Samalin Investment Counsel, LLC | 9,511 | 0 | $725.0K | -$224.3K | 0.0% |
| Sunbelt Securities, Inc. | 5,644 | -890 | $430.2K | -$221.9K | -13.6% |
| Prosperity Planning, Inc. | 9,300 | 0 | $708.9K | -$219.3K | 0.0% |
| Arax Advisory Partners | 3,416 | -1,378 | $260.4K | -$218.1K | -28.7% |
| MCF Advisors LLC | 2,868 | -1,313 | $218.6K | -$198.7K | -31.4% |
| Associated Banc-Corp | 8,352 | 0 | $636.7K | -$196.9K | 0.0% |
| TECTONIC ADVISORS LLC | 4,802 | -777 | $366.1K | -$190.8K | -13.9% |
| CLG LLC | 7,851 | 0 | $598.5K | -$185.1K | 0.0% |
| ROMAN BUTLER FULLERTON & CO | 8,714 | -226 | $678.3K | -$183.6K | -2.5% |
| CENTRAL TRUST Co | 5,894 | -427 | $449.3K | -$181.6K | -6.8% |
| Asset Dedication, LLC | 5,895 | -328 | $449.4K | -$171.7K | -5.3% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 6,950 | 0 | $529.8K | -$163.9K | 0.0% |
| Strait & Sound Wealth Management LLC | 3,510 | -800 | $267.6K | -$162.6K | -18.6% |
| Curran Financial Partners, LLC | 4,238 | -610 | $323.1K | -$160.8K | -12.6% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,207 | -691 | $396.9K | -$157.4K | -11.7% |
| Advyzon Investment Management, LLC | 5,129 | -342 | $391.0K | -$155.1K | -6.3% |
| Moors & Cabot, Inc. | 6,218 | 0 | $474.0K | -$146.6K | 0.0% |
| INSIGNEO ADVISORY SERVICES, LLC | 4,916 | -279 | $374.7K | -$143.8K | -5.4% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 5,681 | 0 | $433.1K | -$134.0K | 0.0% |
| TITLEIST ASSET MANAGEMENT, LLC | 3,404 | -523 | $259.5K | -$132.5K | -13.3% |
| Sage Mountain Advisors LLC | 5,481 | -22 | $417.8K | -$131.4K | -0.4% |
| MONECO Advisors, LLC | 3,925 | -367 | $299.2K | -$129.2K | -8.6% |
| Smallwood Wealth Investment Management, LLC | 5,046 | -100 | $384.7K | -$129.0K | -1.9% |
| AMG National Trust Bank | 5,205 | 0 | $396.8K | -$122.7K | 0.0% |
| OmniStar Financial Group, Inc. | 2,934 | -535 | $223.7K | -$122.6K | -15.4% |
| Federation des caisses Desjardins du Quebec | 2,970 | -500 | $226.4K | -$119.9K | -14.4% |
| Park Edge Advisors, LLC | 3,240 | -436 | $247.0K | -$119.9K | -11.9% |
| IVC Wealth Advisors LLC | 5,057 | 0 | $385.5K | -$119.2K | 0.0% |
| Union Bancaire Privee, UBP SA | 7,690 | 0 | $465.6K | -$118.2K | 0.0% |
| THOMPSON DAVIS & CO., INC. | 3,315 | -350 | $252.7K | -$113.1K | -9.5% |
| BECKER CAPITAL MANAGEMENT INC | 4,780 | 0 | $364.4K | -$112.7K | 0.0% |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | 0 | $359.2K | -$111.1K | 0.0% |
| Riggs Asset Managment Co. Inc. | 4,707 | 0 | $358.8K | -$111.0K | 0.0% |
| RITHOLTZ WEALTH MANAGEMENT | 4,678 | 0 | $356.6K | -$110.3K | 0.0% |
| COMMERCE BANK | 4,605 | 0 | $351.0K | -$108.6K | 0.0% |
| SIMON QUICK ADVISORS, LLC | 4,579 | 0 | $349.1K | -$108.0K | 0.0% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4,282 | -6 | $326.4K | -$101.6K | -0.1% |
| Veracity Capital LLC | 3,492 | -119 | $266.2K | -$94.2K | -3.3% |
| Main Street Financial Solutions, LLC | 2,771 | -278 | $211.2K | -$93.1K | -9.1% |
| OAKWORTH CAPITAL, INC. | 3,836 | 0 | $292.4K | -$90.5K | 0.0% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2,998 | -182 | $228.5K | -$88.9K | -5.7% |
| NorthStar Asset Management LLC /NJ/ | 3,720 | 0 | $283.6K | -$87.7K | 0.0% |
| RMR Capital Management, LLC | 3,709 | 0 | $282.7K | -$87.5K | 0.0% |
| Arkfeld Wealth Strategies, L.L.C. | 3,120 | 0 | $247.2K | -$87.2K | 0.0% |
| Visionary Wealth Advisors | 3,600 | 0 | $274.4K | -$84.9K | 0.0% |
| AlTi Global, Inc. | 3,311 | -50 | $252.4K | -$83.1K | -1.5% |
| Wealth Management Nebraska | 3,505 | 0 | $267.2K | -$82.6K | 0.0% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 3,500 | 0 | $266.8K | -$82.5K | 0.0% |
| New Republic Capital, LLC | 3,390 | 0 | $258.4K | -$79.9K | 0.0% |
| Archer Investment Corp | 22 | -768 | $1.7K | -$77.2K | -97.2% |
| J. Safra Sarasin Holding AG | 3,312 | 0 | $253.4K | -$77.2K | 0.0% |
| PEDDOCK CAPITAL ADVISORS, LLC | 3,103 | 0 | $236.5K | -$73.2K | 0.0% |
| Quest 10 Wealth Builders, Inc. | 2,910 | -133 | $221.8K | -$72.3K | -4.4% |
| Kagan Cocozza Asset Management | 2,740 | -70 | $208.9K | -$71.6K | -2.5% |
| BOKF, NA | 2,938 | 0 | $224.0K | -$69.3K | 0.0% |
| BankPlus Trust Department | 2,927 | 0 | $223.1K | -$69.0K | 0.0% |
| Alan B Lancz & Associates, Inc. | 2,900 | 0 | $221.1K | -$68.4K | 0.0% |
| PUFF WEALTH MANAGEMENT, LLC | 3,014 | 0 | $235.6K | -$65.2K | 0.0% |
| Cobblestone Asset Management LLC | 2,704 | 0 | $206.1K | -$63.8K | 0.0% |
| KKM Financial LLC | 2,625 | 0 | $200.1K | -$61.9K | 0.0% |
| United Financial Planning Group LLC | 2,074 | -111 | $158.1K | -$60.0K | -5.1% |
| HUNTINGTON NATIONAL BANK | 2,242 | 0 | $170.9K | -$52.9K | 0.0% |
| Rosenberg Matthew Hamilton | 2,219 | 0 | $169.2K | -$52.3K | 0.0% |
| WHITTIER TRUST CO OF NEVADA INC | 1,780 | 0 | $143.4K | -$47.4K | 0.0% |
| North Ridge Wealth Advisors, Inc. | 1,220 | -131 | $93.0K | -$41.8K | -9.7% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3,617 | 0 | $297.8K | -$38.2K | 0.0% |
| Plante Moran Financial Advisors, LLC | 1,497 | 0 | $114.1K | -$35.3K | 0.0% |
| MassMutual Private Wealth & Trust, FSB | 1,483 | 0 | $113.0K | -$35.0K | 0.0% |
| ORG Partners LLC | 1,452 | 0 | $110.7K | -$34.2K | 0.0% |
| INVESTMENT COUNSEL CO OF NEVADA | 1,272 | 0 | $97.0K | -$30.0K | 0.0% |
| Atlantic Private Wealth, LLC | 1,201 | 0 | $91.6K | -$28.3K | 0.0% |
| New Millennium Group LLC | 337 | -166 | $25.7K | -$24.5K | -33.0% |
| HARBOUR INVESTMENTS, INC. | 159 | -200 | $12.1K | -$23.7K | -55.7% |
| Sound Income Strategies, LLC | 394 | -131 | $32.8K | -$22.6K | -24.9% |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 935 | 0 | $71.3K | -$22.0K | 0.0% |
| Turim 21 Investimentos Ltda. | 877 | 0 | $66.9K | -$20.7K | 0.0% |
| Aspect Partners, LLC | 810 | 0 | $61.8K | -$19.1K | 0.0% |
| Golden State Wealth Management, LLC | 779 | 0 | $59.4K | -$18.4K | 0.0% |
| Asset Planning,Inc | 750 | 0 | $57.2K | -$17.7K | 0.0% |
| Perkins Coie Trust Co | 680 | 0 | $51.8K | -$16.0K | 0.0% |
| Hurley Capital, LLC | 670 | 0 | $51.1K | -$15.8K | 0.0% |
| Richard W. Paul & Associates, LLC | 533 | 0 | $40.6K | -$12.6K | 0.0% |
| Copia Wealth Management | 16 | -86 | $1.2K | -$9.0K | -84.3% |
| Stephens Consulting, LLC | 350 | 0 | $26.7K | -$8.3K | 0.0% |
| FINANCIAL CONSULATE, INC | 322 | 0 | $24.5K | -$7.6K | 0.0% |
| Cordant, Inc. | 315 | 0 | $24.0K | -$7.4K | 0.0% |
| Anfield Capital Management, LLC | 300 | 0 | $22.9K | -$7.1K | 0.0% |
| SJS Investment Consulting Inc. | 240 | 0 | $18.3K | -$5.7K | 0.0% |
| Clearstead Trust, LLC | 180 | 0 | $13.7K | -$4.2K | 0.0% |
| TFC Financial Management, Inc. | 150 | 0 | $11.4K | -$3.5K | 0.0% |
| SOA Wealth Advisors, LLC. | 145 | 0 | $11.1K | -$3.4K | 0.0% |
| Your Advocates Ltd., LLP | 6 | -29 | $457 | -$3.0K | -82.8% |
| ATWOOD & PALMER INC | 125 | 0 | $9.5K | -$2.9K | 0.0% |
| ASSETMARK, INC | 84 | -9 | $6.4K | -$2.9K | -9.7% |
| Sachetta, LLC | 116 | 0 | $8.8K | -$2.7K | 0.0% |
| Nova Wealth Management, Inc. | 115 | 0 | $8.8K | -$2.7K | 0.0% |
| CWM, LLC | 97,565 | -3,736 | $7.4K | -$2.7K | -3.7% |
| Glassman Wealth Services | 81 | 0 | $6.2K | -$1.9K | 0.0% |
| Tower Research Capital LLC (TRC) | 1 | -17 | $76 | -$1.7K | -94.4% |
| CNB Bank | 68 | 0 | $5.2K | -$1.6K | 0.0% |
| Financial Freedom, LLC | 57 | 0 | $4.3K | -$1.3K | 0.0% |
| Coston, McIsaac & Partners | 575 | -12,067 | $43 | -$1.2K | -95.5% |
| FMR LLC | 46 | 0 | $3.5K | -$1.1K | 0.0% |
| Valued Wealth Advisors LLC | 15 | -5 | $1.1K | -$853 | -25.0% |
| VISION FINANCIAL MARKETS LLC | 35 | 0 | $2.7K | -$825 | 0.0% |
| Geneos Wealth Management Inc. | 30 | 0 | $2.3K | -$706 | 0.0% |
| SWAN Capital LLC | 5 | -5 | $381 | -$617 | -50.0% |
| POM Investment Strategies, LLC | 22 | 0 | $1.7K | -$519 | 0.0% |
| NKCFO LLC | 20,000 | 0 | $1.5K | -$471 | 0.0% |
| Concord Wealth Partners | 17 | 0 | $1.3K | -$410 | 0.0% |
| WOLFF WIESE MAGANA LLC | 16 | 0 | $1.2K | -$377 | 0.0% |
| TD Capital Management LLC | 10 | 0 | $762 | -$236 | 0.0% |
| Fourth Dimension Wealth, LLC | 10 | 0 | $762 | -$236 | 0.0% |
| Dunhill Financial, LLC | 10 | 0 | $762 | -$236 | 0.0% |
| CENTAURUS FINANCIAL, INC. | 4,025 | 0 | $307 | -$95 | 0.0% |
| Frazier Financial Advisors, LLC | 3 | 0 | $229 | -$71 | 0.0% |
| Main Management LLC | 208 | -11 | $16 | -$6 | -5.0% |
| Alamea Verwaltungs GmbH | 117,771 | 0 | $11.8M | $0 | 0.0% |
| TSFG, LLC | 4 | 0 | $0 | $0 | 0.0% |