13F QoQ Ownership Changes
FDX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 311 new · 574 added · 924 reduced · 133 exited
New Positions(311)
Added To(574)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 5,006,509 | +2,053,626 | $1.45B | +$749.9M | 69.5% |
| STATE STREET CORP | 9,521,691 | +382,848 | $2.76B | +$595.6M | 4.2% |
| FRANKLIN RESOURCES INC | 5,133,231 | +318,293 | $1.48B | +$347.4M | 6.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,985,778 | +45,818 | $1.44B | +$277.3M | 0.9% |
| WADDELL & ASSOCIATES, LLC | 1,188,140 | +738,122 | $343.2M | +$237.1M | 164.0% |
| Balyasny Asset Management L.P. | 815,164 | +806,503 | $235.5M | +$233.4M | 9311.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,974,612 | +316,731 | $859.2M | +$232.5M | 11.9% |
| AQR CAPITAL MANAGEMENT LLC | 2,923,679 | +189,774 | $844.5M | +$206.3M | 6.9% |
| JPMORGAN CHASE & CO | 3,121,820 | +15,697 | $901.8M | +$169.3M | 0.5% |
| DIMENSIONAL FUND ADVISORS LP | 2,577,706 | +70,141 | $744.6M | +$153.3M | 2.8% |
| Bank of New York Mellon Corp | 2,008,722 | +145,831 | $580.2M | +$141.0M | 7.8% |
| Boston Partners | 2,041,209 | +57,281 | $591.5M | +$123.3M | 2.9% |
| MILLENNIUM MANAGEMENT LLC | 728,816 | +311,900 | $210.5M | +$112.2M | 74.8% |
| ACR Alpine Capital Research, LLC | 1,740,634 | +13,967 | $502.8M | +$95.6M | 0.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,615,926 | +35,220 | $466.8M | +$94.0M | 2.2% |
| Point72 Asset Management, L.P. | 327,349 | +322,949 | $94.6M | +$93.5M | 7339.8% |
| NORGES BANK | 2,974,052 | +165,574 | $859.1M | +$90.5M | 5.9% |
| Brandywine Global Investment Management, LLC | 553,129 | +225,856 | $159.8M | +$82.6M | 69.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 466,139 | +236,707 | $134.6M | +$80.5M | 103.2% |
| Walleye Trading LLC | 527,946 | +203,615 | $152.5M | +$76.0M | 62.8% |
| MIZUHO MARKETS AMERICAS LLC | 444,262 | +195,564 | $128.3M | +$69.7M | 78.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 307,496 | +206,295 | $88.8M | +$65.0M | 203.8% |
| JANE STREET GROUP, LLC | 881,919 | +48,100 | $254.8M | +$58.1M | 5.8% |
| Allianz Asset Management GmbH | 632,169 | +85,245 | $182.6M | +$53.6M | 15.6% |
| AMERICAN CENTURY COMPANIES INC | 612,304 | +73,139 | $176.9M | +$49.7M | 13.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 294,639 | +136,202 | $85.1M | +$47.7M | 86.0% |
| Sumitomo Mitsui Trust Group, Inc. | 573,551 | +51,252 | $165.7M | +$42.5M | 9.8% |
| RAYMOND JAMES FINANCIAL INC | 583,362 | +32,450 | $168.5M | +$38.6M | 5.9% |
| Caisse de depot et placement du Quebec | 154,733 | +121,000 | $44.7M | +$36.7M | 358.7% |
| MUFG Securities EMEA plc | 123,307 | +119,153 | $35.6M | +$34.6M | 2868.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 462,091 | +22,158 | $135.5M | +$31.7M | 5.0% |
| Jain Global LLC | 107,574 | +97,939 | $31.1M | +$28.8M | 1016.5% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 168,128 | +79,400 | $48.6M | +$27.6M | 89.5% |
| FIL Ltd | 463,098 | +10,618 | $133.8M | +$27.1M | 2.3% |
| NEUBERGER BERMAN GROUP LLC | 133,927 | +82,752 | $38.7M | +$26.6M | 161.7% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 199,229 | +67,513 | $57.5M | +$26.5M | 51.3% |
| California Public Employees Retirement System | 399,322 | +20,117 | $115.3M | +$25.9M | 5.3% |
| Man Group plc | 156,863 | +67,939 | $45.3M | +$24.3M | 76.4% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 164,226 | +63,969 | $47.4M | +$23.8M | 63.8% |
| Focus Partners Wealth | 230,122 | +37,407 | $66.4M | +$21.0M | 19.4% |
| Russell Investments Group, Ltd. | 361,036 | +6,533 | $104.3M | +$20.7M | 1.8% |
| NOMURA HOLDINGS INC | 106,221 | +62,513 | $30.7M | +$20.4M | 143.0% |
| ALLIANCEBERNSTEIN L.P. | 262,980 | +24,038 | $76.0M | +$19.6M | 10.1% |
| IEQ CAPITAL, LLC | 194,320 | +36,577 | $56.1M | +$18.9M | 23.2% |
| PANAGORA ASSET MANAGEMENT INC | 64,087 | +62,365 | $18.5M | +$18.1M | 3621.7% |
| BANK OF MONTREAL /CAN/ | 259,750 | +18,080 | $75.0M | +$18.0M | 7.5% |
| VICTORY CAPITAL MANAGEMENT INC | 269,917 | +13,242 | $78.0M | +$17.4M | 5.2% |
| Mariner, LLC | 170,404 | +32,283 | $49.2M | +$16.7M | 23.4% |
| Robeco Institutional Asset Management B.V. | 95,489 | +47,670 | $27.6M | +$16.3M | 99.7% |
| Quantinno Capital Management LP | 132,145 | +33,922 | $38.2M | +$15.0M | 34.5% |
| MACKENZIE FINANCIAL CORP | 150,568 | +27,907 | $43.7M | +$14.8M | 22.8% |
| Hudson Bay Capital Management LP | 60,351 | +49,217 | $17.4M | +$14.8M | 442.0% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 258,928 | +3,674 | $74.8M | +$14.6M | 1.4% |
| DAVENPORT & Co LLC | 258,142 | +771 | $74.7M | +$14.0M | 0.3% |
| PRINCIPAL FINANCIAL GROUP INC | 240,667 | +4,831 | $69.5M | +$13.9M | 2.0% |
| LETKO, BROSSEAU & ASSOCIATES INC | 223,597 | +6,860 | $64.6M | +$13.5M | 3.2% |
| AVIVA PLC | 192,649 | +11,949 | $55.6M | +$13.0M | 6.6% |
| Cerity Partners LLC | 120,781 | +25,698 | $34.9M | +$12.5M | 27.0% |
| Creative Planning | 120,844 | +22,254 | $34.9M | +$11.7M | 22.6% |
| Parallax Volatility Advisers, L.P. | 60,163 | +35,462 | $17.4M | +$11.6M | 143.6% |
| CIBC WORLD MARKET INC. | 111,557 | +23,740 | $32.2M | +$11.5M | 27.0% |
| CREDIT AGRICOLE S A | 104,022 | +24,004 | $30.0M | +$11.2M | 30.0% |
| DANSKE BANK A/S | 145,193 | +13,657 | $41.9M | +$10.9M | 10.4% |
| SIMPLEX TRADING, LLC | 36,761 | +26,180 | $10.6M | +$10.6M | 247.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 133,262 | +6,617 | $41.1M | +$10.4M | 5.2% |
| Weiss Asset Management LP | 52,305 | +32,175 | $15.1M | +$10.4M | 159.8% |
| NATIONAL BANK OF CANADA /FI/ | 168,245 | +5,530 | $48.6M | +$10.2M | 3.4% |
| Walleye Capital LLC | 126,654 | +14,250 | $36.6M | +$10.1M | 12.7% |
| Value Partners Investments Inc. | 181,295 | +189 | $52.4M | +$9.7M | 0.1% |
| Swedbank AB | 126,788 | +9,511 | $36.6M | +$9.0M | 8.1% |
| CIBC Asset Management Inc | 56,328 | +25,185 | $16.3M | +$8.9M | 80.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 63,855 | +20,940 | $18.4M | +$8.3M | 48.8% |
| MEEDER ASSET MANAGEMENT INC | 28,878 | +27,299 | $8.3M | +$8.0M | 1728.9% |
| US BANCORP \DE\ | 149,127 | +142 | $43.1M | +$7.9M | 0.1% |
| Corient Private Wealth LLC | 312,725 | +217,565 | $30.2M | +$7.8M | 228.6% |
| AEGON ASSET MANAGEMENT UK Plc | 93,599 | +11,676 | $27.0M | +$7.7M | 14.3% |
| CAPTRUST FINANCIAL ADVISORS | 124,594 | +3,006 | $36.0M | +$7.3M | 2.5% |
| WILSEY ASSET MANAGEMENT INC | 123,808 | +2,700 | $35.8M | +$7.2M | 2.2% |
| SEI INVESTMENTS CO | 120,864 | +2,269 | $34.9M | +$7.0M | 1.9% |
| Illinois Municipal Retirement Fund | 70,762 | +11,861 | $20.4M | +$6.6M | 20.1% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 42,681 | +17,969 | $12.3M | +$6.5M | 72.7% |
| M&T Bank Corp | 114,969 | +881 | $33.2M | +$6.3M | 0.8% |
| Rakuten Investment Management, Inc. | 28,857 | +22,077 | $8.5M | +$6.3M | 325.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 110,698 | +144 | $32.1M | +$5.9M | 0.1% |
| TORONTO DOMINION BANK | 86,888 | +4,908 | $25.1M | +$5.8M | 6.0% |
| Kestra Advisory Services, LLC | 46,050 | +13,251 | $13.3M | +$5.6M | 40.4% |
| Woodline Partners LP | 37,168 | +15,187 | $10.7M | +$5.6M | 69.1% |
| Asset Management One Co., Ltd. | 94,174 | +232 | $27.6M | +$5.4M | 0.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 98,638 | +493 | $28.5M | +$5.3M | 0.5% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 77,679 | +4,733 | $22.4M | +$5.2M | 6.5% |
| Pictet Asset Management Holding SA | 90,132 | +1,135 | $26.0M | +$5.0M | 1.3% |
| Kingsview Wealth Management, LLC | 45,073 | +11,136 | $13.0M | +$5.0M | 32.8% |
| TD Asset Management Inc | 86,965 | +950 | $25.1M | +$4.8M | 1.1% |
| Hodges Capital Management Inc. | 10,924 | +4,867 | $6.2M | +$4.7M | 80.3% |
| Sagefield Capital LP | 18,331 | +14,537 | $5.3M | +$4.4M | 383.1% |
| NISA INVESTMENT ADVISORS, LLC | 77,308 | +1,091 | $22.4M | +$4.4M | 1.4% |
| KLP KAPITALFORVALTNING AS | 80,760 | +200 | $23.4M | +$4.3M | 0.2% |
| Empowered Funds, LLC | 30,262 | +11,051 | $8.7M | +$4.2M | 57.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 78,254 | +219 | $22.6M | +$4.2M | 0.3% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 70,467 | +1,500 | $20.4M | +$4.1M | 2.2% |
| Aptus Capital Advisors, LLC | 20,884 | +12,575 | $6.0M | +$4.1M | 151.3% |
| PNC Financial Services Group, Inc. | 74,588 | +210 | $21.5M | +$4.0M | 0.3% |
| DNB Asset Management AS | 73,968 | +82 | $21.4M | +$3.9M | 0.1% |
| LEE DANNER & BASS INC | 59,460 | +3,068 | $17.2M | +$3.9M | 5.4% |
| Mirae Asset Global Investments Co., Ltd. | 41,822 | +6,864 | $12.1M | +$3.8M | 19.6% |
| SCS Capital Management LLC | 47,652 | +5,454 | $13.8M | +$3.8M | 12.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 27,336 | +9,907 | $7.9M | +$3.8M | 56.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 39,776 | +7,061 | $11.5M | +$3.8M | 21.6% |
| MAVERICK CAPITAL LTD | 25,023 | +10,125 | $7.2M | +$3.7M | 68.0% |
| Silverleafe Capital Partners, LLC | 69,441 | +1 | $20.1M | +$3.7M | 0.0% |
| XPONANCE, INC. | 55,591 | +3,042 | $16.1M | +$3.7M | 5.8% |
| BANK OF NOVA SCOTIA | 34,946 | +7,399 | $10.1M | +$3.6M | 26.9% |
| Ransom Advisory, Ltd | 15,210 | +11,835 | $4.4M | +$3.6M | 350.7% |
| Czech National Bank | 57,240 | +2,119 | $16.5M | +$3.5M | 3.8% |
| &PARTNERS | 29,861 | +7,445 | $8.6M | +$3.3M | 33.2% |
| Callan Family Office, LLC | 42,149 | +4,318 | $12.2M | +$3.3M | 11.4% |
| CI INVESTMENTS INC. | 11,186 | +1,939 | $3.2M | +$3.2M | 21.0% |
| JACOBSON & SCHMITT ADVISORS, LLC | 57,628 | +510 | $16.6M | +$3.2M | 0.9% |
| Horizon Investments, LLC | 22,704 | +8,354 | $6.6M | +$3.2M | 58.2% |
| Soltis Investment Advisors LLC | 11,791 | +10,699 | $3.4M | +$3.1M | 979.8% |
| CABOT WEALTH MANAGEMENT INC | 58,330 | +163 | $16.8M | +$3.1M | 0.3% |
| Baird Financial Group, Inc. | 56,323 | +220 | $16.3M | +$3.0M | 0.4% |
| CARY STREET PARTNERS FINANCIAL LLC | 52,696 | +873 | $15.2M | +$3.0M | 1.7% |
| MACQUARIE GROUP LTD | 41,073 | +3,448 | $11.9M | +$3.0M | 9.2% |
| Investment Management Corp of Ontario | 19,024 | +8,285 | $5.5M | +$3.0M | 77.1% |
| Allied Investment Advisors, LLC | 49,710 | +1,176 | $14.4M | +$2.9M | 2.4% |
| STEPHENS INC /AR/ | 50,855 | +162 | $14.8M | +$2.9M | 0.3% |
| ALLSTATE CORP | 16,226 | +8,356 | $4.7M | +$2.8M | 106.2% |
| NEOS Investment Management LLC | 30,077 | +4,948 | $8.7M | +$2.8M | 19.7% |
| Atria Investments, Inc | 50,142 | +421 | $14.5M | +$2.8M | 0.8% |
| Motley Fool Asset Management LLC | 24,876 | +5,916 | $7.2M | +$2.7M | 31.2% |
| JONES FINANCIAL COMPANIES LLLP | 35,318 | +3,797 | $10.2M | +$2.7M | 12.0% |
| Caption Management, LLC | 18,150 | +7,000 | $5.2M | +$2.6M | 62.8% |
| Vanguard Personalized Indexing Management, LLC | 36,079 | +2,851 | $10.4M | +$2.6M | 8.6% |
| Wealthcare Advisory Partners LLC | 9,951 | +8,269 | $2.9M | +$2.5M | 491.6% |
| AMG National Trust Bank | 11,304 | +7,949 | $3.3M | +$2.5M | 236.9% |
| Cherokee Insurance Co | 25,050 | +4,300 | $7.2M | +$2.3M | 20.7% |
| BENJAMIN EDWARDS INC | 33,692 | +2,310 | $9.7M | +$2.3M | 7.4% |
| Birch Capital Management, LLC | 27,770 | +3,626 | $8.0M | +$2.3M | 15.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 32,913 | +1,795 | $9.6M | +$2.3M | 5.8% |
| ASSETMARK, INC | 23,538 | +4,304 | $6.8M | +$2.3M | 22.4% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 9,210 | +7,411 | $2.7M | +$2.2M | 411.9% |
| MAI Capital Management | 39,528 | +472 | $11.4M | +$2.2M | 1.2% |
| USS Investment Management Ltd | 39,584 | +182 | $11.4M | +$2.1M | 0.5% |
| Anchor Investment Management, LLC | 29,168 | +2,514 | $8.4M | +$2.1M | 9.4% |
| Lombard Odier Asset Management (USA) Corp | 24,873 | +3,008 | $7.2M | +$2.0M | 13.8% |
| Merit Financial Group, LLC | 19,633 | +4,169 | $5.7M | +$2.0M | 26.9% |
| LMCG INVESTMENTS, LLC | 31,907 | +1,295 | $9.2M | +$2.0M | 4.2% |
| Wealthfront Advisers LLC | 28,459 | +1,995 | $8.2M | +$2.0M | 7.5% |
| Fortis Group Advisors, LLC | 6,172 | +6,122 | $2.0M | +$2.0M | 12244.0% |
| Pathstone Holdings, LLC | 31,037 | +1,321 | $9.0M | +$2.0M | 4.4% |
| Avanza Fonder AB | 24,979 | +2,685 | $7.2M | +$2.0M | 12.0% |
| NewEdge Advisors, LLC | 17,839 | +4,213 | $5.2M | +$1.9M | 30.9% |
| PEAK FINANCIAL ADVISORS LLC | 9,134 | +6,141 | $2.6M | +$1.9M | 205.2% |
| ABN AMRO INVESTMENT SOLUTIONS | 7,767 | +6,484 | $2.2M | +$1.9M | 505.4% |
| Cadence Bank | 34,268 | +352 | $9.9M | +$1.9M | 1.0% |
| VELA Investment Management, LLC | 10,722 | +5,621 | $3.1M | +$1.9M | 110.2% |
| Sage Capital Advisors,llc | 34,696 | +21 | $10.0M | +$1.8M | 0.1% |
| Cardinal Point Capital Management ULC | 28,842 | +1,289 | $8.3M | +$1.8M | 4.7% |
| WOODSTOCK CORP | 33,956 | +110 | $9.8M | +$1.8M | 0.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 33,185 | +193 | $9.6M | +$1.8M | 0.6% |
| B. Metzler seel. Sohn & Co. AG | 24,815 | +1,996 | $7.2M | +$1.8M | 8.7% |
| Portland Global Advisors LLC | 29,982 | +655 | $8.7M | +$1.7M | 2.2% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,377 | +305 | $9.1M | +$1.7M | 1.0% |
| Caprock Group, LLC | 17,985 | +2,792 | $5.2M | +$1.7M | 18.4% |
| MML INVESTORS SERVICES, LLC | 21,001 | +2,414 | $6.1M | +$1.7M | 13.0% |
| Candriam S.C.A. | 22,671 | +2,026 | $6.5M | +$1.7M | 9.8% |
| TCW GROUP INC | 14,474 | +3,794 | $4.2M | +$1.7M | 35.5% |
| Sequoia Financial Advisors, LLC | 14,228 | +3,723 | $4.1M | +$1.6M | 35.4% |
| Private Advisor Group, LLC | 21,718 | +1,931 | $6.3M | +$1.6M | 9.8% |
| BLAIR WILLIAM & CO/IL | 26,622 | +809 | $7.7M | +$1.6M | 3.1% |
| Perennial Advisors, LLC | 27,393 | +551 | $7.9M | +$1.6M | 2.0% |
| Cambridge Financial Group, Inc. | 28,415 | +230 | $8.2M | +$1.6M | 0.8% |
| Crossmark Global Holdings, Inc. | 11,770 | +3,927 | $3.4M | +$1.6M | 50.1% |
| Miracle Mile Advisors, LLC | 26,087 | +676 | $7.5M | +$1.5M | 2.7% |
| QRG CAPITAL MANAGEMENT, INC. | 16,068 | +2,893 | $4.6M | +$1.5M | 21.9% |
| KKM Financial LLC | 18,020 | +2,443 | $5.2M | +$1.5M | 15.7% |
| Meiji Yasuda Asset Management Co Ltd. | 16,025 | +2,710 | $4.6M | +$1.5M | 20.4% |
| Focus Partners Advisor Solutions, LLC | 12,926 | +3,661 | $3.7M | +$1.5M | 39.5% |
| Vident Advisory, LLC | 15,942 | +2,445 | $4.6M | +$1.4M | 18.1% |
| JANUS HENDERSON GROUP PLC | 24,038 | +440 | $6.9M | +$1.4M | 1.9% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 24,893 | +100 | $7.2M | +$1.3M | 0.4% |
| Voleon Capital Management LP | 7,400 | +3,897 | $2.1M | +$1.3M | 111.2% |
| Rathbones Group PLC | 23,486 | +212 | $6.8M | +$1.3M | 0.9% |
| SALEM INVESTMENT COUNSELORS INC | 23,292 | +145 | $6.8M | +$1.3M | 0.6% |
| BROWN BROTHERS HARRIMAN & CO | 19,607 | +882 | $5.7M | +$1.2M | 4.7% |
| Bell & Brown Wealth Advisors, LLC | 21,257 | +471 | $6.1M | +$1.2M | 2.3% |
| RWA WEALTH PARTNERS, LLC | 15,385 | +1,620 | $4.4M | +$1.2M | 11.8% |
| Wharton Business Group, LLC | 18,821 | +710 | $5.4M | +$1.2M | 3.9% |
| Orion Porfolio Solutions, LLC | 9,074 | +2,875 | $2.6M | +$1.2M | 46.4% |
| Waverly Advisors, LLC | 11,233 | +2,343 | $3.2M | +$1.1M | 26.4% |
| Assenagon Asset Management S.A. | 13,211 | +1,785 | $3.8M | +$1.1M | 15.6% |
| Canada Post Corp Registered Pension Plan | 6,792 | +3,138 | $2.0M | +$1.1M | 85.9% |
| ODDO BHF ASSET MANAGEMENT SAS | 10,365 | +2,319 | $3.0M | +$1.1M | 28.8% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 20,190 | +56 | $5.8M | +$1.1M | 0.3% |
| Curi Capital, LLC | 5,683 | +3,267 | $1.7M | +$1.1M | 135.2% |
| Bleakley Financial Group, LLC | 12,178 | +1,737 | $3.5M | +$1.1M | 16.6% |
| LAKE STREET PRIVATE WEALTH, LLC | 16,457 | +771 | $4.8M | +$1.1M | 4.9% |
| Cardinal Capital Management | 18,165 | +344 | $5.3M | +$1.0M | 1.9% |
| Diversified Trust Co | 9,968 | +2,146 | $2.9M | +$1.0M | 27.4% |
| Steward Partners Investment Advisory, LLC | 18,582 | +188 | $5.4M | +$1.0M | 1.0% |
| Ashton Thomas Private Wealth, LLC | 10,307 | +2,028 | $3.0M | +$1.0M | 24.5% |
| SCOTIA CAPITAL INC. | 16,042 | +686 | $4.6M | +$1.0M | 4.5% |
| Fieldview Capital Management, LLC | 5,879 | +2,858 | $1.7M | +$985.8K | 94.6% |
| NorthCrest Asset Manangement, LLC | 9,351 | +1,774 | $2.8M | +$945.4K | 23.4% |
| TD Waterhouse Canada Inc. | 16,381 | +569 | $4.7M | +$943.5K | 3.6% |
| SFE Investment Counsel | 17,252 | +65 | $5.0M | +$930.6K | 0.4% |
| Ethic Inc. | 16,936 | +116 | $4.9M | +$925.8K | 0.7% |
| Lynch Asset Management, Inc. | 16,950 | +100 | $4.9M | +$922.8K | 0.6% |
| Sigma Planning Corp | 5,638 | +2,533 | $1.6M | +$896.5K | 81.6% |
| Erste Asset Management GmbH | 14,699 | +199 | $4.5M | +$883.6K | 1.4% |
| DMKC Advisory Services, LLC | 9,897 | +1,497 | $2.9M | +$878.0K | 17.8% |
| GRIFFIN ASSET MANAGEMENT, INC. | 11,361 | +1,141 | $3.3M | +$871.8K | 11.2% |
| Farther Finance Advisors, LLC | 4,772 | +2,486 | $1.4M | +$839.5K | 108.7% |
| Prestige Wealth Management Group LLC | 3,022 | +2,913 | $851.2K | +$825.3K | 2672.5% |
| Processus Wealth & Capital Management, LLC | 14,988 | +121 | $4.3M | +$823.6K | 0.8% |
| Beacon Pointe Advisors, LLC | 10,970 | +1,010 | $3.2M | +$820.1K | 10.1% |
| Sivia Capital Partners, LLC | 5,513 | +2,119 | $1.6M | +$792.1K | 62.4% |
| CWA Asset Management Group, LLC | 11,473 | +767 | $3.3M | +$789.6K | 7.2% |
| LifeWealth Investments, LLC | 4,066 | +3,051 | $1.0M | +$772.2K | 300.6% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 12,893 | +287 | $3.7M | +$751.4K | 2.3% |
| INTEGRITY ALLIANCE, LLC. | 5,519 | +1,939 | $1.6M | +$750.0K | 54.2% |
| FAS Wealth Partners, Inc. | 10,464 | +812 | $3.0M | +$746.6K | 8.4% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 8,939 | +914 | $2.6M | +$702.1K | 11.4% |
| Palisade Asset Management, LLC | 10,978 | +505 | $3.2M | +$701.5K | 4.8% |
| Vise Technologies, Inc. | 7,496 | +1,250 | $2.2M | +$692.3K | 20.0% |
| Arkadios Wealth Advisors | 7,138 | +1,274 | $2.1M | +$679.2K | 21.7% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 9,506 | +393 | $2.7M | +$674.4K | 4.3% |
| Ballentine Partners, LLC | 10,467 | +500 | $3.0M | +$673.2K | 5.0% |
| Howard Capital Management Inc. | 4,883 | +1,731 | $1.4M | +$667.3K | 54.9% |
| Clearstead Advisors, LLC | 8,975 | +809 | $2.6M | +$667.0K | 9.9% |
| Wealthspire Advisors, LLC | 6,029 | +1,451 | $1.7M | +$661.8K | 31.7% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,123 | +1,860 | $1.2M | +$657.1K | 82.2% |
| TD PRIVATE CLIENT WEALTH LLC | 4,568 | +1,673 | $1.3M | +$636.8K | 57.8% |
| NWAM LLC | 3,620 | +2,445 | $908.9K | +$628.2K | 208.1% |
| DAYMARK WEALTH PARTNERS, LLC | 11,129 | +138 | $3.2M | +$623.0K | 1.3% |
| Tower Research Capital LLC (TRC) | 4,136 | +1,695 | $1.2M | +$619.1K | 69.4% |
| WEATHERLY ASSET MANAGEMENT L. P. | 10,837 | +161 | $3.1M | +$613.2K | 1.5% |
| Allspring Global Investments Holdings, LLC | 10,042 | +310 | $2.9M | +$612.3K | 3.2% |
| BAR HARBOR WEALTH MANAGEMENT | 10,974 | +100 | $3.2M | +$605.8K | 0.9% |
| INCEPTIONR LLC | 3,140 | +1,814 | $907.0K | +$594.3K | 136.8% |
| Concurrent Investment Advisors, LLC | 5,085 | +1,355 | $1.5M | +$589.4K | 36.3% |
| SteelPeak Wealth, LLC | 7,365 | +810 | $2.1M | +$583.7K | 12.3% |
| Dynasty Wealth Management, LLC | 4,683 | +1,417 | $1.4M | +$582.5K | 43.4% |
| NewEdge Wealth, LLC | 5,539 | +1,566 | $1.6M | +$582.3K | 39.4% |
| Caerus Investment Advisors, LLC | 5,115 | +1,263 | $1.5M | +$569.2K | 32.8% |
| Heritage Trust Co | 9,458 | +269 | $2.7M | +$565.2K | 2.9% |
| Grove Bank & Trust | 2,293 | +1,867 | $662.4K | +$561.9K | 438.3% |
| Suncoast Equity Management | 3,372 | +1,609 | $974.1K | +$558.3K | 91.3% |
| Norinchukin Bank, The | 10,074 | +93 | $2.9M | +$556.4K | 0.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,820 | +359 | $2.5M | +$552.7K | 4.2% |
| UMB Bank, n.a. | 8,667 | +342 | $2.5M | +$540.4K | 4.1% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,044 | +1,373 | $1.2M | +$538.3K | 51.4% |
| BARCLAYS PLC | 951,189 | +36,522 | $216.2M | +$527.1K | 4.0% |
| SYNTAX RESEARCH, INC. | 9,847 | +4 | $2.8M | +$523.5K | 0.0% |
| Meeder Advisory Services, Inc. | 6,653 | +679 | $1.9M | +$512.8K | 11.4% |
| Trek Financial, LLC | 6,547 | +664 | $1.9M | +$503.9K | 11.3% |
| 111 Capital | 2,808 | +1,504 | $811.1K | +$503.6K | 115.3% |
| Glenview Trust co | 9,201 | +52 | $2.7M | +$500.4K | 0.6% |
| Krilogy Financial LLC | 8,266 | +383 | $2.5M | +$497.8K | 4.8% |
| Freestone Capital Holdings, LLC | 6,488 | +624 | $1.9M | +$491.3K | 10.6% |
| Pines Wealth Management, LLC | 8,882 | +84 | $2.6M | +$491.1K | 0.9% |
| EverSource Wealth Advisors, LLC | 5,152 | +923 | $1.5M | +$490.9K | 21.8% |
| Smartleaf Asset Management LLC | 4,139 | +1,093 | $1.2M | +$484.2K | 35.9% |
| Stratos Wealth Partners, LTD. | 8,896 | +38 | $2.6M | +$480.8K | 0.4% |
| First Dallas Securities Inc. | 3,060 | +1,325 | $883.9K | +$474.8K | 76.4% |
| PRECEDENT WEALTH PARTNERS, LLC | 5,525 | +749 | $1.6M | +$469.7K | 15.7% |
| Snowden Capital Advisors LLC | 6,462 | +523 | $1.9M | +$467.1K | 8.8% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,423 | +276 | $2.1M | +$458.9K | 3.9% |
| MGO ONE SEVEN LLC | 7,482 | +235 | $2.2M | +$452.4K | 3.2% |
| Fisher Asset Management, LLC | 3,067 | +1,204 | $886.0K | +$446.6K | 64.6% |
| PRINCIPAL SECURITIES, INC. | 8,191 | +47 | $2.4M | +$445.8K | 0.6% |
| Keeler Thomas Management LLC | 8,297 | +21 | $2.4M | +$445.1K | 0.3% |
| GAMMA Investing LLC | 4,628 | +844 | $1.3M | +$444.5K | 22.3% |
| Perigon Wealth Management, LLC | 6,312 | +454 | $1.8M | +$442.0K | 7.8% |
| OAK HARBOR WEALTH PARTNERS, LLC | 8,254 | +14 | $2.4M | +$441.2K | 0.2% |
| Cetera Trust Company, N.A | 7,995 | +70 | $2.3M | +$440.6K | 0.9% |
| Waterloo Capital, L.P. | 2,262 | +1,317 | $653.5K | +$430.6K | 139.4% |
| QUADRANT CAPITAL GROUP LLC | 7,919 | +35 | $2.3M | +$428.4K | 0.4% |
| Douglas Lane & Associates, LLC | 7,833 | +54 | $2.3M | +$428.3K | 0.7% |
| Global Retirement Partners, LLC | 3,795 | +932 | $1.1M | +$420.9K | 32.5% |
| Apollon Wealth Management, LLC | 4,074 | +855 | $1.2M | +$417.7K | 26.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,540 | +521 | $1.6M | +$416.7K | 10.4% |
| KCM INVESTMENT ADVISORS LLC | 7,040 | +165 | $2.0M | +$412.5K | 2.4% |
| EXENCIAL WEALTH ADVISORS, LLC | 6,368 | +291 | $1.8M | +$406.5K | 4.8% |
| SYON CAPITAL LLC | 5,956 | +373 | $1.7M | +$403.9K | 6.7% |
| Richwood Investment Advisors, LLC | 2,591 | +240 | $956.7K | +$402.3K | 10.2% |
| Vest Financial, LLC | 5,032 | +564 | $1.5M | +$399.9K | 12.6% |
| Cypress Capital Group | 3,354 | +913 | $968.8K | +$393.2K | 37.4% |
| QTR Family Wealth, LLC | 2,233 | +373 | $821.7K | +$383.1K | 20.1% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,779 | +504 | $1.4M | +$372.6K | 11.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6,937 | +19 | $2.0M | +$372.5K | 0.3% |
| Lido Advisors, LLC | 20,057 | +566 | $5.0M | +$371.2K | 2.9% |
| TIAA TRUST, NATIONAL ASSOCIATION | 5,845 | +211 | $1.7M | +$359.8K | 3.7% |
| MBM WEALTH CONSULTANTS, LLC | 6,509 | +47 | $1.9M | +$356.4K | 0.7% |
| OSSIAM | 1,270 | +1,224 | $366.9K | +$356.0K | 2660.9% |
| Venture Visionary Partners LLC | 4,552 | +74 | $1.4M | +$352.2K | 1.6% |
| Garner Asset Management Corp | 5,332 | +278 | $1.5M | +$348.2K | 5.5% |
| Foundations Investment Advisors, LLC | 2,166 | +985 | $625.5K | +$347.1K | 83.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 5,623 | +180 | $1.6M | +$340.8K | 3.3% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,084 | +751 | $890.8K | +$340.6K | 32.2% |
| BCS Wealth Management | 1,940 | +999 | $560.4K | +$338.5K | 106.2% |
| Fulton Bank, N.A. | 6,003 | +77 | $1.7M | +$336.6K | 1.3% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 2,613 | +821 | $754.8K | +$332.2K | 45.8% |
| Chicago Partners Investment Group LLC | 4,558 | +313 | $1.4M | +$327.5K | 7.4% |
| Aprio Wealth Management, LLC | 2,179 | +870 | $629.5K | +$320.9K | 66.5% |
| NBC SECURITIES, INC. | 1,578 | +1,001 | $455.9K | +$319.7K | 173.5% |
| Ariadne Wealth Management, LP | 2,598 | +195 | $959.9K | +$317.4K | 8.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 3,948 | +479 | $1.1M | +$317.4K | 13.8% |
| Perpetual Ltd | 3,767 | +496 | $1.1M | +$316.8K | 15.2% |
| Texas Bank & Trust Co | 2,905 | +685 | $839.1K | +$315.6K | 30.9% |
| Compound Planning, Inc. | 3,824 | +472 | $1.1M | +$314.2K | 14.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,379 | +572 | $976.0K | +$314.0K | 20.4% |
| Missouri Trust & Investment Co | 5,811 | +15 | $1.7M | +$311.8K | 0.3% |
| Summit Financial, LLC | 4,743 | +218 | $1.4M | +$309.8K | 4.8% |
| Cascade Investment Advisors, Inc. | 5,156 | +150 | $1.5M | +$308.9K | 3.0% |
| Robinson Value Management, Ltd. | 5,789 | +5 | $1.7M | +$308.3K | 0.1% |
| Buckley Wealth Management, LLC | 5,475 | +75 | $1.6M | +$308.1K | 1.4% |
| WESTBOURNE INVESTMENTS, INC. | 5,085 | +490 | $1.5M | +$302.6K | 10.7% |
| AE Wealth Management LLC | 2,787 | +654 | $805.2K | +$302.3K | 30.7% |
| GenTrust, LLC | 1,987 | +820 | $576.8K | +$301.2K | 70.3% |
| Apella Capital, LLC | 5,037 | +155 | $1.5M | +$298.4K | 3.2% |
| Wedmont Private Capital | 3,184 | +370 | $978.6K | +$296.7K | 13.1% |
| EARNED WEALTH ADVISORS, LLC | 2,796 | +617 | $807.7K | +$293.9K | 28.3% |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 5,518 | +1 | $1.6M | +$292.8K | 0.0% |
| WEXFORD CAPITAL LP | 2,813 | +608 | $812.6K | +$292.6K | 27.6% |
| Turtle Creek Wealth Advisors, LLC | 3,150 | +526 | $909.9K | +$291.1K | 20.0% |
| MISSION WEALTH MANAGEMENT, LP | 4,202 | +278 | $1.2M | +$288.6K | 7.1% |
| Savvy Advisors, Inc. | 3,049 | +523 | $880.9K | +$285.2K | 20.7% |
| Forum Financial Management, LP | 4,821 | +105 | $1.4M | +$280.5K | 2.2% |
| Navis Wealth Advisors, LLC | 5,210 | +8 | $1.5M | +$278.3K | 0.1% |
| Legacy Financial Advisors, Inc. | 2,326 | +656 | $671.9K | +$278.1K | 39.3% |
| Capital Investment Advisors, LLC | 3,241 | +447 | $936.1K | +$277.3K | 16.0% |
| CSS LLC/IL | 3,260 | +410 | $941.7K | +$269.6K | 14.4% |
| Kera Capital Partners, Inc. | 2,226 | +327 | $717.3K | +$269.5K | 17.2% |
| MATHER GROUP, LLC. | 4,254 | +183 | $1.2M | +$268.9K | 4.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 3,396 | +359 | $985.6K | +$265.1K | 11.8% |
| TD Capital Management LLC | 4,327 | +140 | $1.2M | +$262.6K | 3.3% |
| COOKSON PEIRCE & CO INC | 3,302 | +366 | $953.8K | +$261.5K | 12.5% |
| San Luis Wealth Advisors LLC | 3,598 | +262 | $1.0M | +$252.6K | 7.8% |
| Foster Group, Inc. | 4,502 | +58 | $1.3M | +$252.5K | 1.3% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 3,550 | +42 | $1.1M | +$251.5K | 1.2% |
| StoneX Group Inc. | 1,579 | +698 | $457.4K | +$248.5K | 79.2% |
| RICHARDS, MERRILL & PETERSON, INC. | 4,179 | +110 | $1.2M | +$247.6K | 2.7% |
| Net Worth Advisory Group | 2,955 | +336 | $853.7K | +$236.2K | 12.8% |
| AlphaCore Capital LLC | 1,666 | +602 | $483.4K | +$231.0K | 56.6% |
| Frank, Rimerman Advisors LLC | 3,847 | +107 | $1.1M | +$229.3K | 2.9% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 186,708 | +184,843 | $662.4K | +$225.4K | 9911.1% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1,802 | +535 | $520.5K | +$221.8K | 42.2% |
| Parcion Private Wealth LLC | 2,727 | +314 | $787.7K | +$218.7K | 13.0% |
| EVOKE WEALTH, LLC | 2,307 | +399 | $669.8K | +$217.8K | 20.9% |
| waypoint wealth counsel | 2,832 | +285 | $818.2K | +$217.5K | 11.2% |
| Parkside Financial Bank & Trust | 3,613 | +106 | $1.0M | +$216.7K | 3.0% |
| FourThought Financial Partners, LLC | 4,022 | +5 | $1.2M | +$214.5K | 0.1% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 3,912 | +25 | $1.1M | +$213.3K | 0.6% |
| MidWestOne Financial Group, Inc. | 2,508 | +339 | $724.5K | +$213.0K | 15.6% |
| Palogic Value Management, L.P. | 3,473 | +117 | $1.0M | +$211.8K | 3.5% |
| BHK Investment Advisors, LLC | 3,241 | +167 | $936.3K | +$211.4K | 5.4% |
| Kovack Advisors, Inc. | 2,599 | +303 | $750.7K | +$209.3K | 13.2% |
| Kelman-Lazarov, Inc. | 3,582 | +81 | $1.0M | +$209.1K | 2.3% |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,143 | +179 | $907.9K | +$209.0K | 6.0% |
| CIDEL ASSET MANAGEMENT INC | 3,218 | +151 | $929.5K | +$206.3K | 4.9% |
| Circle Wealth Management, LLC | 3,795 | +15 | $1.1M | +$204.9K | 0.4% |
| FineMark National Bank & Trust | 3,613 | +55 | $1.0M | +$204.6K | 1.5% |
| CATALYST FINANCIAL PARTNERS LLC | 1,456 | +534 | $420.6K | +$203.2K | 57.9% |
| Aaron Wealth Advisors LLC | 2,678 | +251 | $773.6K | +$201.3K | 10.3% |
| Fiduciary Trust Co | 3,725 | +6 | $1.1M | +$198.9K | 0.2% |
| Navalign, LLC | 3,132 | +131 | $904.8K | +$197.1K | 4.4% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 692 | +664 | $200.5K | +$193.6K | 2371.4% |
| Cornerstone Wealth Management, LLC | 2,618 | +217 | $756.3K | +$190.1K | 9.0% |
| Advisors Capital Management, LLC | 2,668 | +201 | $770.7K | +$188.8K | 8.1% |
| St. Johns Investment Management Company, LLC | 3,268 | +64 | $944.0K | +$188.5K | 2.0% |
| WIMMER ASSOCIATES 1, LLC | 3,478 | +15 | $1.0M | +$188.0K | 0.4% |
| Hilltop Holdings Inc. | 1,679 | +413 | $485.0K | +$186.5K | 32.6% |
| YANKCOM Partnership | 3,210 | +40 | $927.2K | +$179.7K | 1.3% |
| ASPIRIANT, LLC | 2,398 | +219 | $692.8K | +$179.0K | 10.1% |
| IFG Advisory, LLC | 3,158 | +45 | $912.2K | +$178.1K | 1.4% |
| Pure Financial Advisors, LLC | 2,102 | +270 | $607.3K | +$175.2K | 14.7% |
| United Financial Planning Group LLC | 634 | +600 | $183.2K | +$175.2K | 1764.7% |
| SYM FINANCIAL Corp | 2,143 | +228 | $619.1K | +$167.5K | 11.9% |
| U.S. Capital Wealth Advisors, LLC | 3,062 | +13 | $884.5K | +$165.5K | 0.4% |
| J.Safra Asset Management Corp | 610 | +555 | $176.2K | +$163.2K | 1009.1% |
| Live Oak Investment Partners | 1,879 | +264 | $542.8K | +$161.9K | 16.3% |
| CreativeOne Wealth, LLC | 2,791 | +53 | $806.2K | +$160.4K | 1.9% |
| Falcon Wealth Planning | 1,560 | +328 | $450.6K | +$160.1K | 26.6% |
| Brookstone Capital Management | 2,835 | +38 | $818.8K | +$159.2K | 1.4% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,832 | +23 | $818.1K | +$155.6K | 0.8% |
| Essex Financial Services, Inc. | 2,249 | +150 | $649.5K | +$154.6K | 7.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,235 | +370 | $356.7K | +$152.8K | 42.8% |
| RIVERSEDGE ADVISORS, LLC | 1,417 | +328 | $409.4K | +$152.5K | 30.1% |
| Dorsey & Whitney Trust CO LLC | 2,782 | +9 | $803.6K | +$149.7K | 0.3% |
| Avidian Wealth Enterprises, LLC | 1,584 | +277 | $457.7K | +$149.6K | 21.2% |
| Leo Wealth, LLC | 1,399 | +320 | $404.1K | +$149.5K | 29.6% |
| SUMMIT SECURITIES GROUP LLC | 823 | +448 | $237.7K | +$149.3K | 119.5% |
| Simplicity Wealth,LLC | 1,607 | +267 | $464.3K | +$148.4K | 19.9% |
| Fielder Capital Group LLC | 1,324 | +316 | $382.4K | +$144.6K | 31.3% |
| Resonant Capital Advisors, LLC | 1,264 | +323 | $366.8K | +$143.6K | 34.3% |
| Capital Investment Advisory Services, LLC | 1,896 | +181 | $547.7K | +$143.3K | 10.6% |
| Perennial Investment Advisors, LLC | 1,220 | +329 | $352.1K | +$141.9K | 36.9% |
| GM Advisory Group, LLC | 1,679 | +223 | $485.0K | +$141.7K | 15.3% |
| Forvis Mazars Wealth Advisors, LLC | 2,295 | +84 | $662.8K | +$141.5K | 3.8% |
| Unified Investment Management | 2,643 | +1 | $763.4K | +$140.4K | 0.0% |
| Joel Isaacson & Co., LLC | 2,618 | +1 | $756.2K | +$139.1K | 0.0% |
| Family Legacy, Inc. | 2,498 | +18 | $721.6K | +$136.8K | 0.7% |
| Fi3 FINANCIAL ADVISORS, LLC | 1,555 | +224 | $451.4K | +$136.5K | 16.8% |
| Gryphon Financial Partners LLC | 1,371 | +267 | $395.9K | +$135.5K | 24.2% |
| Moors & Cabot, Inc. | 1,661 | +196 | $479.7K | +$134.3K | 13.4% |
| SUMITOMO LIFE INSURANCE CO | 2,500 | +4 | $722.1K | +$133.6K | 0.2% |
| Crestwood Advisors Group, LLC | 1,621 | +202 | $468.1K | +$133.5K | 14.2% |
| Bigelow Investment Advisors, LLC | 2,280 | +40 | $658.6K | +$130.4K | 1.8% |
| Colonial River Investments, LLC | 2,005 | +75 | $579.2K | +$124.1K | 3.9% |
| MKT Advisors LLC | 2,115 | +2 | $629.1K | +$123.0K | 0.1% |
| GGM Financials LLC | 2,165 | +12 | $625.3K | +$117.7K | 0.6% |
| 4WEALTH ADVISORS, INC. | 1,630 | +131 | $471.0K | +$117.4K | 8.7% |
| PERSONAL CFO SOLUTIONS, LLC | 1,157 | +235 | $334.2K | +$116.9K | 25.5% |
| Baker Avenue Asset Management, LP | 1,871 | +68 | $540.4K | +$115.1K | 3.8% |
| SJS Investment Consulting Inc. | 897 | +281 | $259.1K | +$113.8K | 45.6% |
| ANGELES WEALTH MANAGEMENT, LLC | 1,225 | +198 | $355.6K | +$113.4K | 19.3% |
| River Wealth Advisors LLC | 2,106 | +2 | $608.2K | +$112.2K | 0.1% |
| Clear Creek Financial Management, LLC | 1,743 | +80 | $504.0K | +$111.3K | 4.8% |
| Williams Jones Wealth Management, LLC. | 1,316 | +174 | $380.1K | +$110.8K | 15.2% |
| DRW Securities, LLC | 1,431 | +160 | $409.1K | +$109.6K | 12.6% |
| Integrated Advisors Network LLC | 1,077 | +215 | $311.1K | +$107.8K | 24.9% |
| SCHULHOFF & CO INC | 1,938 | +20 | $559.8K | +$107.5K | 1.0% |
| OFI INVEST ASSET MANAGEMENT | 888 | +314 | $218.4K | +$103.2K | 54.7% |
| One Wealth Advisors, LLC | 1,846 | +22 | $533.2K | +$103.1K | 1.2% |
| Checchi Capital Advisers, LLC | 1,684 | +58 | $486.5K | +$103.0K | 3.6% |
| Crew Capital Management, Ltd. | 1,511 | +85 | $436.5K | +$100.2K | 6.0% |
| OneAscent Financial Services LLC | 1,699 | +29 | $490.9K | +$97.0K | 1.7% |
| UHLMANN PRICE SECURITIES, LLC | 1,809 | +2 | $522.7K | +$96.6K | 0.1% |
| Premier Path Wealth Partners, LLC | 1,265 | +119 | $365.4K | +$95.2K | 10.4% |
| Strategic Investment Advisors / MI | 1,722 | +10 | $497.5K | +$94.0K | 0.6% |
| Sound View Wealth Advisors Group, LLC | 1,473 | +60 | $425.4K | +$92.2K | 4.2% |
| Wealth Management Associates, Inc. | 1,727 | +1 | $498.8K | +$91.8K | 0.1% |
| Geneos Wealth Management Inc. | 1,707 | +4 | $493.0K | +$91.5K | 0.2% |
| Moss Adams Wealth Advisors LLC | 1,630 | +18 | $473.2K | +$90.8K | 1.1% |
| Lodestone Wealth Management LLC | 1,654 | +10 | $477.6K | +$90.1K | 0.6% |
| Quotient Wealth Partners, LLC | 1,406 | +55 | $406.2K | +$87.5K | 4.1% |
| Hardy Reed LLC | 1,278 | +82 | $369.2K | +$87.1K | 6.8% |
| Plancorp, LLC | 1,565 | +17 | $452.0K | +$86.9K | 1.1% |
| Fiduciary Alliance LLC | 1,572 | +14 | $454.1K | +$86.7K | 0.9% |
| Landing Point Financial Group, LLC | 1,592 | +8 | $459.9K | +$86.2K | 0.5% |
| Johnson Financial Group, Inc. | 591 | +220 | $171.6K | +$83.6K | 59.3% |
| Golden State Equity Partners | 1,404 | +38 | $405.5K | +$83.5K | 2.8% |
| 180 WEALTH ADVISORS, LLC | 1,562 | +3 | $451.1K | +$83.3K | 0.2% |
| Vivaldi Capital Management LP | 1,077 | +103 | $311.1K | +$81.4K | 10.6% |
| Regal Investment Advisors LLC | 1,485 | +8 | $429.0K | +$80.7K | 0.5% |
| VestGen Advisors, LLC | 1,162 | +78 | $335.8K | +$80.1K | 7.2% |
| Transamerica Financial Advisors, LLC | 938 | +126 | $271.4K | +$80.0K | 15.5% |
| Optimize Financial Inc | 1,408 | +20 | $406.7K | +$79.4K | 1.4% |
| McAdam, LLC | 1,063 | +87 | $307.1K | +$76.9K | 8.9% |
| SUMMITRY LLC | 965 | +108 | $278.8K | +$76.7K | 12.6% |
| L2 Asset Management, LLC | 1,088 | +73 | $314.3K | +$74.9K | 7.2% |
| Kestra Investment Management, LLC | 1,207 | +40 | $348.7K | +$73.4K | 3.4% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,067 | +70 | $308.2K | +$73.1K | 7.0% |
| Rakuten Securities, Inc. | 276 | +246 | $79.7K | +$72.7K | 820.0% |
| Breakwater Capital Group | 1,006 | +75 | $290.6K | +$71.1K | 8.1% |
| Columbia Asset Management | 1,329 | +1 | $383.8K | +$70.6K | 0.1% |
| Impact Capital Partners LLC | 967 | +70 | $279.3K | +$67.8K | 7.8% |
| TRUST POINT INC. | 1,138 | +28 | $328.7K | +$67.0K | 2.5% |
| SouthState Corp | 1,237 | +5 | $357.3K | +$66.8K | 0.4% |
| Activest Wealth Management | 329 | +209 | $95.0K | +$66.7K | 174.2% |
| 3Chopt Investment Partners, LLC | 1,161 | +15 | $337.0K | +$65.1K | 1.3% |
| Investment Research & Advisory Group, Inc. | 1,185 | +7 | $343.6K | +$64.8K | 0.6% |
| Bill Few Associates, Inc. | 1,042 | +37 | $301.1K | +$64.1K | 3.7% |
| GRIMES & COMPANY, INC. | 1,119 | +20 | $323.2K | +$63.9K | 1.8% |
| Avior Wealth Management, LLC | 1,166 | +4 | $336.8K | +$62.8K | 0.3% |
| Commonwealth Financial Services, LLC | 1,110 | +11 | $320.6K | +$61.5K | 1.0% |
| MONECO Advisors, LLC | 968 | +36 | $279.7K | +$59.9K | 3.9% |
| Pacific Sage Partners, LLC | 1,066 | +7 | $307.9K | +$58.2K | 0.7% |
| IVC Wealth Advisors LLC | 1,054 | +6 | $304.5K | +$57.5K | 0.6% |
| CoreCap Advisors, LLC | 590 | +107 | $170.4K | +$56.4K | 22.1% |
| Walker Asset Management, LLC | 1,052 | +1 | $303.8K | +$55.9K | 0.1% |
| Root Financial Partners, LLC | 626 | +94 | $180.8K | +$55.4K | 17.7% |
| Legacy Capital Group California, Inc. | 1,009 | +6 | $291.5K | +$54.9K | 0.6% |
| Core Wealth Partners LLC | 998 | +4 | $288.1K | +$53.8K | 0.4% |
| Regent Peak Wealth Advisors LLC | 970 | +3 | $280.2K | +$52.2K | 0.3% |
| PURE PORTFOLIOS HOLDINGS LLC | 949 | +1 | $274.1K | +$50.5K | 0.1% |
| Strengthening Families & Communities, LLC | 197 | +168 | $56.9K | +$49.9K | 579.3% |
| BECKER CAPITAL MANAGEMENT INC | 883 | +12 | $255.9K | +$49.7K | 1.4% |
| VICUS CAPITAL | 921 | +2 | $265.9K | +$49.3K | 0.2% |
| Trueblood Wealth Management, LLC | 883 | +4 | $255.1K | +$47.9K | 0.5% |
| Panoramic Capital Partners, LLC | 882 | +5 | $254.6K | +$47.8K | 0.6% |
| SBI Securities Co., Ltd. | 857 | +9 | $247.6K | +$47.6K | 1.1% |
| Bridgewater Advisors Inc. | 877 | +20 | $269.2K | +$47.3K | 2.3% |
| Newbridge Financial Services Group, Inc. | 686 | +44 | $198.1K | +$46.7K | 6.8% |
| Versant Capital Management, Inc | 586 | +66 | $169.3K | +$46.7K | 12.7% |
| Paragon Capital Management Ltd | 855 | +5 | $247.1K | +$46.6K | 0.6% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 854 | +1 | $246.6K | +$45.4K | 0.1% |
| Spire Wealth Management | 467 | +84 | $134.9K | +$44.6K | 21.9% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 183 | +173 | $46.1K | +$43.7K | 1730.0% |
| CYBER HORNET ETFs LLC | 658 | +37 | $190.1K | +$43.6K | 6.0% |
| Catalyst Capital Advisors LLC | 505 | +71 | $145.9K | +$43.5K | 16.4% |
| Financial Freedom, LLC | 780 | +3 | $225.3K | +$42.1K | 0.4% |
| Crewe Advisors LLC | 777 | +3 | $224.4K | +$41.9K | 0.4% |
| DiNuzzo Private Wealth, Inc. | 718 | +1 | $207.4K | +$41.7K | 0.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 253 | +118 | $73.4K | +$41.4K | 87.4% |
| LRI Investments, LLC | 632 | +31 | $182.6K | +$41.0K | 5.2% |
| MONTAG A & ASSOCIATES INC | 504 | +50 | $146.3K | +$38.6K | 11.0% |
| Salomon & Ludwin, LLC | 144 | +126 | $42.8K | +$38.4K | 700.0% |
| Deseret Mutual Benefit Administrators | 634 | +19 | $183.1K | +$38.1K | 3.1% |
| Sound Income Strategies, LLC | 240 | +87 | $73.9K | +$37.6K | 56.9% |
| Brucke Financial, Inc. | 865 | +23 | $249.9K | +$36.1K | 2.7% |
| Manchester Capital Management LLC | 196 | +101 | $56.6K | +$34.2K | 106.3% |
| True Wealth Design, LLC | 462 | +35 | $133.5K | +$32.7K | 8.2% |
| BNP PARIBAS | 565 | +7 | $163.3K | +$31.3K | 1.3% |
| Global Wealth Strategies & Associates | 140 | +100 | $40.4K | +$31.0K | 250.0% |
| BOK Financial Private Wealth, Inc. | 133 | +101 | $38.6K | +$31.0K | 315.6% |
| Trust Co | 268 | +61 | $77.4K | +$28.6K | 29.5% |
| CVA Family Office, LLC | 430 | +20 | $124.2K | +$27.5K | 4.9% |
| BROADWATER CAPITAL MANAGEMENT LLC | 11,766 | +11,366 | $119.7K | +$22.8K | 2841.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 292 | +31 | $84.3K | +$22.8K | 11.9% |
| Physician Wealth Advisors, Inc. | 248 | +30 | $71.5K | +$20.1K | 13.8% |
| TOTH FINANCIAL ADVISORY CORP | 252 | +28 | $72.8K | +$20.0K | 12.5% |
| CURIO WEALTH, LLC | 192 | +32 | $56.7K | +$19.1K | 20.0% |
| NATIXIS ADVISORS, LLC | 157,795 | +41,548 | $45.6K | +$18.2K | 35.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 320,000 | +1,737 | $92.4K | +$17.4K | 0.5% |
| Whipplewood Advisors, LLC | 303 | +3 | $87.5K | +$16.8K | 1.0% |
| Legacy Bridge, LLC | 133 | +33 | $38.4K | +$14.8K | 33.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 167,070 | +24,393 | $48.3K | +$14.6K | 17.1% |
| Wealth Watch Advisors, INC | 146 | +26 | $42.2K | +$13.9K | 21.7% |
| ORG Partners LLC | 105 | +35 | $30.3K | +$13.8K | 50.0% |
| BFSG, LLC | 251 | +1 | $72.4K | +$13.4K | 0.4% |
| CWM, LLC | 108,031 | +26,322 | $31.2K | +$11.9K | 32.2% |
| Bell Investment Advisors, Inc | 110 | +25 | $31.8K | +$11.7K | 29.4% |
| Cornerstone Planning Group LLC | 152 | +1 | $47.8K | +$10.4K | 0.7% |
| Luken Investment Analytics, LLC | 62 | +22 | $17.9K | +$8.5K | 55.0% |
| Marquette Asset Management, LLC | 43 | +23 | $12.4K | +$7.7K | 115.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 54 | +17 | $15.6K | +$6.9K | 45.9% |
| FINANCIAL CONSULATE, INC | 103 | +6 | $29.6K | +$6.7K | 6.2% |
| First Pacific Financial | 123 | +1 | $35.5K | +$6.7K | 0.8% |
| RMG Wealth Management LLC | 70 | +9 | $21.6K | +$6.7K | 14.8% |
| Abound Wealth Management | 57 | +14 | $16.5K | +$6.3K | 32.5% |
| Gleason Group, Inc. | 112 | +1 | $32.3K | +$6.1K | 0.9% |
| High Note Wealth, LLC | 43 | +15 | $12.4K | +$5.8K | 53.6% |
| HFM Investment Advisors, LLC | 24 | +18 | $6.9K | +$5.5K | 300.0% |
| Mn Services Vermogensbeheer B.V. | 88,408 | +2,308 | $25.5K | +$5.2K | 2.7% |
| THOMPSON SIEGEL & WALMSLEY LLC | 45,971 | +9,035 | $13.3K | +$4.6K | 24.5% |
| Valued Wealth Advisors LLC | 34 | +11 | $9.9K | +$4.4K | 47.8% |
| Bay Harbor Wealth Management, LLC | 24 | +13 | $7.0K | +$4.4K | 118.2% |
| New England Capital Financial Advisors LLC | 76 | +1 | $21.8K | +$4.1K | 1.3% |
| Fortitude Family Office, LLC | 54 | +5 | $15.6K | +$4.0K | 10.2% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 36 | +6 | $10.4K | +$3.3K | 20.0% |
| Murphy & Mullick Capital Management Corp | 54 | +1 | $15.6K | +$3.1K | 1.9% |
| CBIZ Investment Advisory Services, LLC | 17 | +7 | $4.9K | +$2.6K | 70.0% |
| AMALGAMATED BANK | 42,156 | +927 | $12.2K | +$2.5K | 2.2% |
| American Capital Advisory, LLC | 31 | +3 | $9.0K | +$2.4K | 10.7% |
| Daiwa Securities Group Inc. | 36,382 | +788 | $10.5K | +$2.1K | 2.2% |
| Retirement Wealth Solutions LLC | 10 | +6 | $2.9K | +$1.9K | 150.0% |
| Aspect Partners, LLC | 23 | +3 | $6.6K | +$1.9K | 15.0% |
| Park Place Capital Corp | 28 | +1 | $8.1K | +$1.7K | 3.7% |
| North Growth Management Ltd. | 29,000 | +1,000 | $8.3K | +$1.6K | 3.6% |
| TFC Financial Management, Inc. | 8 | +5 | $2.3K | +$1.6K | 166.7% |
| WealthBridge Investment Counsel Inc. | 29,755 | +85 | $8.6K | +$1.6K | 0.3% |
| Rialto Wealth Management, LLC | 14 | +3 | $4.0K | +$1.5K | 27.3% |
| SOL Capital Management CO | 15,367 | +1,680 | $4.4K | +$1.2K | 12.3% |
| Signature Resources Capital Management, LLC | 9 | +3 | $2.6K | +$1.2K | 50.0% |
| Legacy Wealth Managment, LLC/ID | 8 | +3 | $2.3K | +$1.1K | 60.0% |
| Dunhill Financial, LLC | 7 | +2 | $2.1K | +$960 | 40.0% |
| Dogwood Wealth Management LLC | 14 | +1 | $4.0K | +$944 | 7.7% |
| PayPay Securities Corp | 7 | +2 | $2.0K | +$738 | 40.0% |
| PARK AVENUE SECURITIES LLC | 5,608 | +1,830 | $1.6K | +$729 | 48.4% |
| Thrivent Financial for Lutherans | 9,952 | +208 | $2.9K | +$580 | 2.1% |
| NVWM, LLC | 6 | +1 | $1.7K | +$554 | 20.0% |
| WEDBUSH SECURITIES INC | 7,053 | +3 | $2.0K | +$374 | 0.0% |
| PHYSICIANS FINANCIAL SERVICES, INC. | 6,034 | +40 | $1.7K | +$330 | 0.7% |
| Bollard Group LLC | 3,427 | +21 | $990 | +$187 | 0.6% |
| FOSTER & MOTLEY INC | 1,631 | +345 | $471 | +$168 | 26.8% |
| HANTZ FINANCIAL SERVICES, INC. | 907 | +335 | $262 | +$127 | 58.6% |
| Arete Wealth Advisors, LLC | 1,778 | +30 | $514 | +$102 | 1.7% |
| Covestor Ltd | 1,019 | +150 | $294 | +$89 | 17.3% |
| GW&K Investment Management, LLC | 303 | +6 | $88 | +$18 | 2.0% |
| Financial Connections Group, Inc. | 60 | +45 | $17 | +$17 | 300.0% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 103 | +4 | $29 | +$6 | 4.0% |