13F QoQ Ownership Changes
GLD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 436 new · 1034 added · 1529 reduced · 154 exited
New Positions(436)
Added To(1034)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| LMR Partners LLP | 79,402,950 | +79,041,960 | $31.47B | +$31.34B | 21895.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,822,216 | +12,390,220 | $16.97B | +$6.15B | 40.7% |
| JANE STREET GROUP, LLC | 51,718,017 | +5,545,514 | $20.50B | +$4.08B | 12.0% |
| CITIGROUP INC | 11,264,749 | +4,881,377 | $4.46B | +$2.20B | 76.5% |
| MORGAN STANLEY | 13,893,741 | +2,539,266 | $5.51B | +$1.47B | 22.4% |
| UBS Group AG | 12,833,990 | +1,191,425 | $5.09B | +$947.7M | 10.2% |
| BNP PARIBAS ARBITRAGE, SNC | 1,418,415 | +590,761 | $1.04B | +$397.5M | 71.4% |
| SIG BROKERAGE, LP | 1,042,100 | +887,100 | $413.0M | +$357.9M | 572.3% |
| Point72 Asset Management, L.P. | 991,400 | +891,400 | $392.9M | +$357.4M | 891.4% |
| TUDOR INVESTMENT CORP ET AL | 1,263,335 | +667,437 | $500.7M | +$288.8M | 112.0% |
| LPL Financial LLC | 4,810,571 | +258,222 | $1.91B | +$288.3M | 5.7% |
| JPMORGAN CHASE & CO | 1,563,261 | +451,922 | $619.5M | +$224.5M | 40.7% |
| WELLS FARGO & COMPANY/MN | 4,648,090 | +16,152 | $1.84B | +$195.6M | 0.3% |
| MARSHALL WACE, LLP | 1,100,111 | +388,827 | $436.0M | +$183.1M | 54.7% |
| Toroso Investments, LLC | 410,575 | +387,808 | $162.7M | +$154.6M | 1703.4% |
| RAYMOND JAMES FINANCIAL INC | 2,469,069 | +93,326 | $978.5M | +$134.2M | 3.9% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 568,900 | +289,550 | $225.5M | +$126.2M | 103.7% |
| TWO SIGMA INVESTMENTS, LP | 366,233 | +247,899 | $145.1M | +$103.1M | 209.5% |
| Itau Unibanco Holding S.A. | 283,174 | +239,600 | $112.2M | +$97.1M | 549.9% |
| AMERIPRISE FINANCIAL INC | 1,623,318 | +67,487 | $643.9M | +$89.7M | 4.3% |
| Rockefeller Capital Management L.P. | 938,152 | +109,097 | $372.0M | +$77.3M | 13.2% |
| ADVISOR GROUP HOLDINGS, INC. | 852,414 | +46,813 | $337.8M | +$70.1M | 5.8% |
| Verition Fund Management LLC | 277,115 | +159,383 | $109.8M | +$68.0M | 135.4% |
| Portman Square Capital LLP | 358,000 | +145,500 | $141.9M | +$66.3M | 68.5% |
| Fore Capital, LLC | 195,000 | +145,000 | $77.3M | +$59.5M | 290.0% |
| WS MANAGEMENT LLLP | 310,678 | +130,000 | $123.1M | +$58.9M | 72.0% |
| CI INVESTMENTS INC. | 143,518 | +132,376 | $56.9M | +$56.9M | 1188.1% |
| Cavalier Investments, LLC | 21,880 | +18,474 | $8.7M | -$54.1M | 542.4% |
| Vestmark Advisory Solutions, Inc. | 202,821 | +128,456 | $80.4M | +$53.9M | 172.7% |
| QVR LLC | 137,591 | +132,225 | $54.5M | +$52.6M | 2464.1% |
| MOORE CAPITAL MANAGEMENT, LP | 220,000 | +120,000 | $87.2M | +$51.6M | 120.0% |
| PPSC Investment Service Corp | 711,206 | +61,110 | $281.9M | +$50.8M | 9.4% |
| London & Capital Asset Management Ltd | 329,641 | +97,851 | $130.6M | +$48.2M | 42.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | 140,544 | +118,374 | $55.7M | +$47.8M | 533.9% |
| US BANCORP \DE\ | 833,104 | +35,729 | $330.2M | +$46.7M | 4.5% |
| Mount Yale Investment Advisors, LLC | 199,169 | +106,792 | $78.9M | +$46.1M | 115.6% |
| Starr Indemnity & Liability Co | 562,220 | +57,802 | $222.8M | +$43.5M | 11.4% |
| Union Bancaire Privee, UBP SA | 151,990 | +123,636 | $58.4M | +$43.3M | 436.0% |
| Walleye Capital LLC | 489,436 | +60,689 | $194.0M | +$41.6M | 14.2% |
| Sagil Capital LLP | 383,700 | +70,000 | $152.1M | +$40.6M | 22.3% |
| Schonfeld Strategic Advisors LLC | 202,680 | +87,639 | $80.3M | +$39.4M | 76.2% |
| BLAIR WILLIAM & CO/IL | 255,203 | +77,040 | $101.1M | +$37.8M | 43.2% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 546,779 | +31,897 | $216.7M | +$33.7M | 6.2% |
| Banco Santander, S.A. | 373,406 | +50,628 | $148.0M | +$33.2M | 15.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 313,880 | +63,488 | $120.0M | +$32.5M | 25.4% |
| NORTHERN TRUST CORP | 748,525 | +4,679 | $296.6M | +$32.2M | 0.6% |
| Oversea-Chinese Banking CORP Ltd | 153,716 | +72,325 | $60.9M | +$32.0M | 88.9% |
| Independent Advisor Alliance | 202,872 | +66,514 | $80.4M | +$31.9M | 48.8% |
| Allen Investment Management LLC | 479,794 | +33,431 | $190.1M | +$31.5M | 7.5% |
| TRUIST FINANCIAL CORP | 601,542 | +17,627 | $238.4M | +$30.8M | 3.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 487,961 | +28,485 | $193.4M | +$30.1M | 6.2% |
| JONES FINANCIAL COMPANIES LLLP | 254,867 | +49,865 | $101.1M | +$30.0M | 24.3% |
| NWAM LLC | 117,792 | +75,085 | $45.5M | +$29.4M | 175.8% |
| PRUDENTIAL PLC | 334,096 | +40,257 | $133.1M | +$29.2M | 13.7% |
| PNC Financial Services Group, Inc. | 695,583 | +1,122 | $275.7M | +$28.8M | 0.2% |
| Perigon Wealth Management, LLC | 139,038 | +64,964 | $55.1M | +$28.8M | 87.7% |
| Neuberger Berman Group LLC | 151,001 | +60,074 | $59.8M | +$27.5M | 66.1% |
| Arnhold LLC | 504,433 | +16,558 | $199.9M | +$26.5M | 3.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 287,762 | +24,735 | $118.9M | +$26.4M | 9.4% |
| NATIONAL BANK OF CANADA /FI/ | 238,989 | +42,780 | $94.7M | +$25.0M | 21.8% |
| Focus Partners Wealth | 458,947 | +22,487 | $181.7M | +$24.7M | 5.2% |
| Consolidated Portfolio Review Corp | 71,225 | +56,127 | $28.2M | +$22.9M | 371.8% |
| Kestra Advisory Services, LLC | 381,799 | +20,257 | $151.3M | +$22.8M | 5.6% |
| Cerity Partners LLC | 438,250 | +9,702 | $173.8M | +$21.4M | 2.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 403,937 | +6,018 | $160.9M | +$20.5M | 1.5% |
| Credit Agricole S A | 88,325 | +46,964 | $35.0M | +$20.3M | 113.5% |
| CIBC WORLD MARKET INC. | 282,761 | +23,121 | $112.1M | +$19.8M | 8.9% |
| TD Asset Management Inc | 439,643 | +2,025 | $174.2M | +$18.7M | 0.5% |
| Bank of New York Mellon Corp | 259,702 | +21,793 | $102.9M | +$18.4M | 9.2% |
| Mirae Asset Global Investments Co., Ltd. | 118,965 | +35,968 | $47.1M | +$17.6M | 43.3% |
| FIL Ltd | 359,323 | +4,527 | $142.4M | +$16.3M | 1.3% |
| NewEdge Advisors, LLC | 254,852 | +9,936 | $101.0M | +$13.9M | 4.0% |
| AQR CAPITAL MANAGEMENT LLC | 149,532 | +19,605 | $59.3M | +$13.1M | 15.1% |
| CSS LLC/IL | 74,230 | +27,916 | $29.4M | +$13.0M | 60.3% |
| Creative Planning | 218,638 | +10,899 | $86.6M | +$12.9M | 5.2% |
| SCOTIA CAPITAL INC. | 188,628 | +12,030 | $74.8M | +$12.0M | 6.8% |
| Atria Investments, Inc | 214,092 | +7,257 | $84.8M | +$11.3M | 3.5% |
| Envestnet Portfolio Solutions, Inc. | 110,117 | +19,219 | $43.6M | +$11.3M | 21.1% |
| Dakota Wealth Management | 52,253 | +24,648 | $20.7M | +$10.9M | 89.3% |
| Diversify Advisory Services, LLC | 198,084 | +1,301 | $83.5M | +$10.9M | 0.7% |
| BROWN ADVISORY INC | 235,759 | +3,496 | $93.4M | +$10.9M | 1.5% |
| Sterling Investment Advisors, Ltd. | 127,027 | +126,458 | $11.0M | +$10.8M | 22224.6% |
| Equitable Holdings, Inc. | 180,522 | +9,279 | $71.5M | +$10.7M | 5.4% |
| CAPTRUST FINANCIAL ADVISORS | 233,380 | +3,047 | $92.5M | +$10.6M | 1.3% |
| CWA Asset Management Group, LLC | 192,531 | +31,720 | $66.9M | +$9.8M | 19.7% |
| Robertson Stephens Wealth Management, LLC | 66,232 | +19,214 | $26.2M | +$9.5M | 40.9% |
| TD Waterhouse Canada Inc. | 147,509 | +10,641 | $58.5M | +$9.5M | 7.8% |
| Western Wealth Management, LLC | 46,019 | +21,123 | $18.2M | +$9.4M | 84.8% |
| DIMENSION CAPITAL MANAGEMENT LLC | 188,723 | +4,612 | $74.8M | +$9.3M | 2.5% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 136,072 | +10,491 | $53.9M | +$9.3M | 8.3% |
| Chesley Taft & Associates LLC | 116,082 | +12,402 | $46.0M | +$9.1M | 12.0% |
| HOLLENCREST CAPITAL MANAGEMENT | 174,143 | +5,651 | $69.0M | +$9.1M | 3.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 85,244 | +15,790 | $33.8M | +$9.1M | 22.7% |
| Briaud Financial Planning, Inc | 198,304 | +2,546 | $78.6M | +$9.0M | 1.3% |
| Concurrent Investment Advisors, LLC | 139,161 | +8,993 | $55.2M | +$8.9M | 6.9% |
| Reyes Financial Architecture, Inc. | 62,138 | +17,151 | $24.6M | +$8.6M | 38.1% |
| NATIXIS | 36,316 | +20,054 | $14.4M | +$8.6M | 123.3% |
| Banco BTG Pactual S.A. | 1,600 | +662 | $8.6M | +$8.2M | 70.6% |
| Cynosure Management, LLC | 62,170 | +15,225 | $24.6M | +$8.0M | 32.4% |
| Polymer Capital Management (HK) LTD | 84,050 | +12,411 | $33.3M | +$7.8M | 17.3% |
| Farther Finance Advisors, LLC | 39,450 | +17,140 | $15.6M | +$7.7M | 76.8% |
| Bulltick Wealth Management, LLC | 54,003 | +15,275 | $21.4M | +$7.6M | 39.4% |
| SHUFRO ROSE & CO LLC | 61,563 | +3,357 | $24.4M | +$7.6M | 5.8% |
| Evelyn Partners Investment Management (Europe) Ltd | 55,274 | +7,859 | $21.9M | +$7.5M | 16.6% |
| D.A. DAVIDSON & CO. | 91,643 | +10,229 | $36.3M | +$7.4M | 12.6% |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 60,526 | +5,134 | $28.1M | +$7.2M | 9.3% |
| Estate Counselors, LLC | 20,115 | +17,975 | $8.0M | +$7.2M | 840.0% |
| Kovack Advisors, Inc. | 28,071 | +16,409 | $11.1M | +$7.0M | 140.7% |
| Ashton Thomas Private Wealth, LLC | 102,204 | +7,169 | $40.5M | +$6.7M | 7.5% |
| Accurate Wealth Management, LLC | 22,426 | +15,656 | $9.3M | +$6.7M | 231.3% |
| Hibernia Wealth Partners, LLC | 30,487 | +14,368 | $12.1M | +$6.3M | 89.1% |
| Pictet North America Advisors SA | 154,165 | +246 | $60.8M | +$6.3M | 0.1% |
| COMERICA BANK | 141,420 | +1,417 | $56.0M | +$6.3M | 1.0% |
| BALDWIN BROTHERS LLC/MA | 80,154 | +8,311 | $31.8M | +$6.2M | 11.6% |
| Meridian Wealth Management, LLC | 72,710 | +9,013 | $28.8M | +$6.2M | 14.1% |
| IEQ CAPITAL, LLC | 121,566 | +3,184 | $48.2M | +$6.1M | 2.7% |
| Peregrine Asset Advisers, Inc. | 16,168 | +15,069 | $6.4M | +$6.0M | 1371.2% |
| Bleakley Financial Group, LLC | 127,608 | +927 | $50.6M | +$5.5M | 0.7% |
| Southeast Asset Advisors Inc. | 47,200 | +10,147 | $18.7M | +$5.5M | 27.4% |
| GUGGENHEIM CAPITAL LLC | 74,855 | +6,966 | $29.7M | +$5.5M | 10.3% |
| COMMERCE BANK | 82,093 | +6,110 | $32.5M | +$5.5M | 8.0% |
| Waverly Advisors, LLC | 71,605 | +7,251 | $28.4M | +$5.5M | 11.3% |
| Florida Trust Wealth Management Co | 40,361 | +10,825 | $16.0M | +$5.5M | 36.6% |
| ALLIANCEBERNSTEIN L.P. | 77,433 | +6,533 | $30.7M | +$5.5M | 9.2% |
| INTEGRITY ALLIANCE, LLC. | 30,301 | +11,765 | $12.0M | +$5.4M | 63.5% |
| BANK OF NOVA SCOTIA | 71,644 | +6,937 | $28.4M | +$5.4M | 10.7% |
| RMB Capital Management, LLC | 114,030 | +1,908 | $45.2M | +$5.3M | 1.7% |
| Beacon Pointe Advisors, LLC | 129,746 | +25 | $51.4M | +$5.3M | 0.0% |
| Cassia Capital Partners, LLC | 45,220 | +9,490 | $17.9M | +$5.2M | 26.6% |
| Banque Cantonale Vaudoise | 13,167 | +5,274 | $5.2M | +$5.2M | 66.8% |
| Summit Financial, LLC | 60,384 | +7,644 | $23.9M | +$5.2M | 14.5% |
| ELEVATUS WELATH MANAGEMENT | 20,249 | +12,156 | $8.0M | +$5.1M | 150.2% |
| OPPENHEIMER & CO INC | 99,370 | +2,855 | $39.4M | +$5.1M | 3.0% |
| BENJAMIN EDWARDS INC | 90,286 | +3,711 | $35.8M | +$5.0M | 4.3% |
| GUIDANCE CAPITAL, INC | 13,245 | +10,476 | $6.0M | +$4.9M | 378.3% |
| Vise Technologies, Inc. | 20,762 | +11,418 | $8.2M | +$4.9M | 122.2% |
| M&T Bank Corp | 106,228 | +1,477 | $42.1M | +$4.9M | 1.4% |
| Harvest Investment Services, LLC | 50,307 | +7,659 | $19.9M | +$4.8M | 17.9% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 19,873 | +10,979 | $7.9M | +$4.7M | 123.4% |
| Hilltop Holdings Inc. | 85,198 | +2,710 | $33.8M | +$4.4M | 3.3% |
| AXXCESS WEALTH MANAGEMENT, LLC | 47,162 | +7,076 | $18.7M | +$4.4M | 17.6% |
| Stratos Wealth Partners, LTD. | 70,745 | +4,367 | $28.0M | +$4.4M | 6.6% |
| Ameritas Advisory Services, LLC | 26,723 | +9,175 | $10.6M | +$4.4M | 52.3% |
| Townsend & Associates, Inc | 106,639 | +1,442 | $45.1M | +$4.2M | 1.4% |
| PATTEN & PATTEN INC/TN | 36,841 | +7,523 | $14.6M | +$4.2M | 25.7% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 43,185 | +6,549 | $17.1M | +$4.1M | 17.9% |
| Intrua Financial, LLC | 90,944 | +591 | $36.0M | +$3.9M | 0.7% |
| Members Advisory Group LLC | 40,253 | +6,387 | $16.0M | +$3.9M | 18.9% |
| Clear Creek Financial Management, LLC | 35,740 | +6,851 | $14.2M | +$3.9M | 23.7% |
| Brinker Capital Investments, LLC | 26,959 | +7,804 | $10.7M | +$3.9M | 40.7% |
| Miracle Mile Advisors, LLC | 30,572 | +7,023 | $12.1M | +$3.7M | 29.8% |
| J.W. COLE ADVISORS, INC. | 56,200 | +3,578 | $15.0M | -$3.7M | 6.8% |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,765 | +8,852 | $5.1M | +$3.7M | 226.2% |
| CASTLEARK MANAGEMENT LLC | 16,435 | +8,430 | $6.5M | +$3.7M | 105.3% |
| Apella Capital, LLC | 18,164 | +9,021 | $7.2M | +$3.6M | 98.7% |
| Violich Capital Management, Inc. | 51,886 | +3,988 | $20.6M | +$3.5M | 8.3% |
| Financial & Tax Architects, LLC | 9,372 | +8,723 | $3.7M | +$3.5M | 1344.1% |
| Citizens Financial Group Inc/RI | 38,785 | +5,286 | $15.4M | +$3.5M | 15.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 28,323 | +6,440 | $11.2M | +$3.4M | 29.4% |
| Price Capital Management, Inc. | 15,020 | +7,870 | $6.0M | +$3.4M | 110.1% |
| E&G Advisors, LP | 39,992 | +4,840 | $15.8M | +$3.4M | 13.8% |
| Gladstone Institutional Advisory LLC | 45,721 | +4,172 | $18.1M | +$3.4M | 10.0% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 21,837 | +6,903 | $8.7M | +$3.3M | 46.2% |
| Pictet & Cie (Europe) SA | 44,730 | +4,248 | $17.7M | +$3.3M | 10.5% |
| Parallel Advisors, LLC | 54,573 | +3,001 | $21.6M | +$3.3M | 5.8% |
| Riggs Asset Managment Co. Inc. | 77,936 | +306 | $30.9M | +$3.3M | 0.4% |
| Associated Banc-Corp | 32,661 | +5,388 | $12.9M | +$3.2M | 19.8% |
| Merit Financial Group, LLC | 37,363 | +4,778 | $14.8M | +$3.2M | 14.7% |
| AE Wealth Management LLC | 71,673 | +814 | $28.4M | +$3.2M | 1.1% |
| HB Wealth Management, LLC | 67,330 | +1,148 | $26.7M | +$3.2M | 1.7% |
| James Hambro & Partners | 60,438 | +1,896 | $24.0M | +$3.1M | 3.2% |
| China Universal Asset Management Co., Ltd. | 32,700 | +5,038 | $13.0M | +$3.1M | 18.2% |
| FMR LLC | 30,529 | +5,122 | $12.1M | +$3.1M | 20.1% |
| Global Retirement Partners, LLC | 46,908 | +3,201 | $18.6M | +$3.1M | 7.3% |
| Steel Peak Wealth Management LLC | 10,982 | +7,306 | $4.4M | +$3.0M | 198.7% |
| SEAVIEW INVESTMENT MANAGERS LLC | 12,862 | +7,024 | $5.1M | +$3.0M | 120.3% |
| INSPIRION WEALTH ADVISORS, LLC | 11,247 | +5,067 | $4.5M | +$3.0M | 82.0% |
| Bosman Wealth Management, LLC | 12,051 | +6,928 | $4.8M | +$3.0M | 135.2% |
| PFG Investments, LLC | 35,230 | +4,225 | $14.0M | +$2.9M | 13.6% |
| Client First Capital LLC | 44,880 | +3,008 | $17.8M | +$2.9M | 7.2% |
| CIBC Private Wealth Group, LLC | 57,877 | +1,476 | $22.9M | +$2.9M | 2.6% |
| BROWN BROTHERS HARRIMAN & CO | 46,605 | +2,683 | $18.5M | +$2.9M | 6.1% |
| GTS SECURITIES LLC | 8,020 | +6,967 | $3.2M | +$2.8M | 661.6% |
| Gotham Asset Management, LLC | 19,271 | +5,578 | $7.6M | +$2.8M | 40.7% |
| Evolution Wealth Advisors, LLC | 61,327 | +718 | $24.3M | +$2.8M | 1.2% |
| Winthrop Advisory Group LLC | 8,936 | +6,708 | $3.5M | +$2.7M | 301.1% |
| GC Wealth Management RIA, LLC | 61,457 | +655 | $24.4M | +$2.7M | 1.1% |
| TITLEIST ASSET MANAGEMENT, LLC | 10,083 | +6,520 | $4.0M | +$2.7M | 183.0% |
| PITTENGER & ANDERSON INC | 7,031 | +6,853 | $2.8M | +$2.7M | 3850.0% |
| HUNTINGTON NATIONAL BANK | 30,599 | +3,855 | $12.1M | +$2.6M | 14.4% |
| CoreCap Advisors, LLC | 40,617 | +2,661 | $16.1M | +$2.6M | 7.0% |
| Omnia Family Wealth, LLC | 62,542 | +108 | $24.8M | +$2.6M | 0.2% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,938 | +4,514 | $9.5M | +$2.6M | 23.2% |
| Taylor & Morgan Wealth Management, LLC | 9,235 | +6,163 | $3.7M | +$2.6M | 200.6% |
| Chicago Partners Investment Group LLC | 11,191 | +4,148 | $5.1M | +$2.6M | 58.9% |
| THEORY FINANCIAL LLC | 11,110 | +4,645 | $5.2M | +$2.6M | 71.8% |
| Mutual Advisors, LLC | 33,827 | +5,161 | $13.4M | +$2.5M | 18.0% |
| Snowden Capital Advisors LLC | 52,614 | +1,118 | $20.9M | +$2.5M | 2.2% |
| Focus Financial Network, Inc. | 33,524 | +3,311 | $13.3M | +$2.5M | 10.9% |
| Gunderson Capital Management Inc. | 32,870 | +3,314 | $13.0M | +$2.5M | 11.2% |
| Quantinno Capital Management LP | 28,151 | +3,824 | $11.2M | +$2.5M | 15.7% |
| Symphony Financial, Ltd. Co. | 41,027 | +1,751 | $16.4M | +$2.5M | 4.5% |
| VestGen Advisors, LLC | 39,141 | +2,500 | $15.5M | +$2.5M | 6.8% |
| Sigma Planning Corp | 58,988 | +746 | $23.2M | +$2.5M | 1.3% |
| MAI Capital Management | 51,592 | +1,019 | $20.4M | +$2.5M | 2.0% |
| FLAGSHIP HARBOR ADVISORS, LLC | 25,659 | +3,942 | $10.2M | +$2.4M | 18.1% |
| MGO ONE SEVEN LLC | 56,967 | +248 | $22.6M | +$2.4M | 0.4% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 38,805 | +2,335 | $15.4M | +$2.4M | 6.4% |
| Granite Bay Wealth Management, LLC | 24,522 | +6,353 | $8.9M | +$2.4M | 35.0% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 37,547 | +2,464 | $14.9M | +$2.4M | 7.0% |
| FAS Wealth Partners | 24,824 | +3,908 | $9.8M | +$2.4M | 18.7% |
| PRIMORIS WEALTH ADVISORS, LLC | 7,322 | +5,910 | $2.9M | +$2.4M | 418.6% |
| Gordian Capital Singapore Pte Ltd | 7,800 | +5,800 | $3.1M | +$2.4M | 290.0% |
| Greenbush Financial Group, LLC | 42,758 | +1,669 | $16.9M | +$2.3M | 4.1% |
| J. Safra Sarasin Holding AG | 21,928 | +3,968 | $8.7M | +$2.3M | 22.1% |
| Wealthcare Advisory Partners LLC | 29,832 | +3,049 | $11.8M | +$2.3M | 11.4% |
| Gateway Wealth Partners, LLC | 7,897 | +5,535 | $3.1M | +$2.3M | 234.3% |
| Sugar Maple Asset Management, LLC | 34,646 | +2,500 | $13.7M | +$2.3M | 7.8% |
| Ignite Planners, LLC | 8,953 | +4,232 | $3.9M | +$2.3M | 89.6% |
| Empirical Finance, LLC | 7,445 | +5,500 | $3.0M | +$2.3M | 282.8% |
| Allied Investment Advisors, LLC | 6,629 | +5,571 | $2.6M | +$2.3M | 526.5% |
| Cornerstone Advisory, LLC | 10,017 | +5,165 | $4.0M | +$2.2M | 106.5% |
| Carr Financial Group Corp | 44,898 | +1,085 | $17.8M | +$2.2M | 2.5% |
| CI Private Wealth, LLC | 3,949,227 | +3,360,966 | $206.9M | -$2.2M | 571.3% |
| RFG Advisory, LLC | 20,149 | +3,782 | $8.0M | +$2.2M | 23.1% |
| Alexis Investment Partners, LLC | 36,167 | +1,376 | $14.4M | +$2.2M | 4.0% |
| Lido Advisors, LLC | 292,212 | +2,476 | $105.1M | +$2.1M | 0.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | 33,949 | +2,092 | $13.5M | +$2.1M | 6.6% |
| Integrated Advisors Network LLC | 43,981 | +926 | $17.4M | +$2.1M | 2.1% |
| Bryn Mawr Capital Management, LLC | 16,530 | +4,007 | $6.6M | +$2.1M | 32.0% |
| Net Worth Advisory Group | 8,547 | +4,912 | $3.4M | +$2.1M | 135.1% |
| SILVER OAK SECURITIES, INCORPORATED | 22,774 | +3,077 | $9.1M | +$2.1M | 15.6% |
| Circle Wealth Management, LLC | 32,439 | +2,010 | $12.9M | +$2.0M | 6.6% |
| Eagle Strategies LLC | 29,899 | +2,225 | $11.8M | +$2.0M | 8.0% |
| Perennial Advisors, LLC | 43,437 | +635 | $17.2M | +$2.0M | 1.5% |
| Oliver Luxxe Assets LLC | 44,355 | +482 | $17.6M | +$2.0M | 1.1% |
| Clearstead Advisors, LLC | 43,109 | +606 | $17.1M | +$2.0M | 1.4% |
| STOCK YARDS BANK & TRUST CO | 34,134 | +1,561 | $13.5M | +$1.9M | 4.8% |
| FWL INVESTMENT MANAGEMENT, LLC | 44,176 | +404 | $17.5M | +$1.9M | 0.9% |
| Geneva Partners, LLC | 36,728 | +1,203 | $14.6M | +$1.9M | 3.4% |
| Greykasell Wealth Strategies, Inc. | 27,747 | +2,228 | $11.0M | +$1.9M | 8.7% |
| MISSION WEALTH MANAGEMENT, LP | 12,422 | +3,886 | $4.9M | +$1.9M | 45.5% |
| Prime Capital Investment Advisors, LLC | 27,148 | +2,163 | $10.8M | +$1.9M | 8.7% |
| Jupiter Wealth Management LLC | 5,145 | +3,885 | $2.3M | +$1.9M | 308.3% |
| Pensionmark Financial Group, LLC | 32,778 | +6,151 | $11.3M | +$1.9M | 23.1% |
| Belpointe Asset Management LLC | 41,435 | +460 | $16.4M | +$1.9M | 1.1% |
| Three Bridge Wealth Advisors, LLC | 41,686 | +389 | $16.5M | +$1.8M | 0.9% |
| MONECO Advisors, LLC | 27,861 | +1,942 | $11.0M | +$1.8M | 7.5% |
| FORTRESS PRIVATE LEDGER, LLC | 19,115 | +2,920 | $7.6M | +$1.8M | 18.0% |
| Paradigm Financial Partners, LLC | 30,412 | +1,521 | $12.1M | +$1.8M | 5.3% |
| HEADINVEST, LLC | 19,769 | +2,741 | $7.8M | +$1.8M | 16.1% |
| SEI INVESTMENTS CO | 6,153 | +4,298 | $2.4M | +$1.8M | 231.7% |
| Advisor Resource Council | 10,956 | +3,435 | $4.5M | +$1.8M | 45.7% |
| Crescent Grove Advisors, LLC | 15,719 | +3,175 | $6.2M | +$1.8M | 25.3% |
| Ascent Wealth Partners, LLC | 42,110 | +135 | $16.7M | +$1.8M | 0.3% |
| Guardian Partners Inc. | 4,278 | +3,700 | $1.9M | +$1.7M | 640.1% |
| Perissos Private Wealth Management, LLC | 20,012 | +2,576 | $7.9M | +$1.7M | 14.8% |
| VeraBank, N.A. | 5,312 | +4,260 | $2.1M | +$1.7M | 404.9% |
| Tamar Securities, LLC | 26,195 | +1,849 | $10.4M | +$1.7M | 7.6% |
| Larson Financial Group LLC | 36,051 | +693 | $14.3M | +$1.7M | 1.9% |
| Savvy Advisors, Inc. | 18,495 | +2,779 | $7.3M | +$1.7M | 17.7% |
| Strategic Financial Concepts, LLC | 7,140 | +3,962 | $2.8M | +$1.7M | 124.7% |
| WHITTIER TRUST CO | 24,645 | +887 | $10.2M | +$1.7M | 3.7% |
| Plan Group Financial, LLC | 17,124 | +2,741 | $6.8M | +$1.7M | 19.1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 12,145 | +3,222 | $4.8M | +$1.6M | 36.1% |
| Nvest Financial, LLC | 12,703 | +3,111 | $5.0M | +$1.6M | 32.4% |
| CARY STREET PARTNERS FINANCIAL LLC | 25,604 | +1,628 | $10.1M | +$1.6M | 6.8% |
| STEPHENS INC /AR/ | 32,433 | +850 | $13.0M | +$1.6M | 2.7% |
| Apollon Financial, LLC | 14,992 | +2,818 | $5.9M | +$1.6M | 23.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | 22,824 | +1,867 | $9.0M | +$1.6M | 8.9% |
| Allie Family Office LLC | 22,766 | +1,816 | $9.0M | +$1.6M | 8.7% |
| PINNACLE ASSOCIATES LTD | 15,315 | +2,641 | $6.1M | +$1.6M | 20.8% |
| GAMCO INVESTORS, INC. ET AL | 37,306 | +100 | $14.8M | +$1.6M | 0.3% |
| PRINCIPAL SECURITIES, INC. | 17,792 | +2,311 | $7.1M | +$1.5M | 14.9% |
| LFA - Lugano Financial Advisors SA | 31,384 | +746 | $12.4M | +$1.5M | 2.4% |
| Strategic Blueprint, LLC | 30,755 | +789 | $12.2M | +$1.5M | 2.6% |
| Ellis Investment Partners, LLC | 4,641 | +3,692 | $1.8M | +$1.5M | 389.0% |
| EVEXIA WEALTH LLC | 16,255 | +1,903 | $6.9M | +$1.5M | 13.3% |
| Freestone Capital Holdings, LLC | 23,405 | +1,507 | $9.3M | +$1.5M | 6.9% |
| Sound Income Strategies, LLC | 11,072 | +2,356 | $4.7M | +$1.5M | 27.0% |
| WEST MICHIGAN ADVISORS, LLC | 9,182 | +3,082 | $3.6M | +$1.5M | 50.5% |
| Bienville Capital Management, LLC | 6,019 | +3,384 | $2.4M | +$1.4M | 128.4% |
| Oxbow Advisors, LLC | 19,114 | +1,784 | $7.6M | +$1.4M | 10.3% |
| Bedel Financial Consulting, Inc. | 8,354 | +2,994 | $3.3M | +$1.4M | 55.9% |
| Canton Hathaway, LLC | 31,485 | +322 | $12.5M | +$1.4M | 1.0% |
| SEEDS INVESTOR LLC | 4,804 | +3,314 | $1.9M | +$1.4M | 222.4% |
| BASSO CAPITAL MANAGEMENT, L.P. | 25,535 | +932 | $10.1M | +$1.4M | 3.8% |
| Destiny Wealth Partners, LLC | 6,519 | +1,862 | $3.0M | +$1.4M | 40.0% |
| Americana Partners, LLC | 10,527 | +2,575 | $4.2M | +$1.3M | 32.4% |
| Sepio Capital, LP | 19,417 | +1,544 | $7.7M | +$1.3M | 8.6% |
| PARK NATIONAL CORP /OH/ | 5,760 | +3,000 | $2.3M | +$1.3M | 108.7% |
| 1832 Asset Management L.P. | 7,774 | +2,739 | $3.1M | +$1.3M | 54.4% |
| MONEY CONCEPTS CAPITAL CORP | 7,855 | +2,724 | $3.1M | +$1.3M | 53.1% |
| Grove Bank & Trust | 24,625 | +771 | $9.8M | +$1.3M | 3.2% |
| Compagnie Lombard Odier SCmA | 3,330 | +3,200 | $1.3M | +$1.3M | 2461.5% |
| Geneos Wealth Management Inc. | 27,853 | +364 | $11.0M | +$1.3M | 1.3% |
| GKV Capital Management Co., Inc. | 18,762 | +1,401 | $7.4M | +$1.3M | 8.1% |
| Van Hulzen Asset Management, LLC | 25,932 | +550 | $10.3M | +$1.3M | 2.2% |
| Fox Hill Wealth Management | 18,164 | +1,400 | $7.2M | +$1.2M | 8.3% |
| Conservest Capital Advisors, Inc. | 29,702 | +71 | $11.8M | +$1.2M | 0.2% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 8,970 | +1,124 | $4.1M | +$1.2M | 14.3% |
| Sequent Planning LLC | 21,091 | +984 | $8.4M | +$1.2M | 4.9% |
| Cornerstone Planning Group LLC | 2,503 | +1,521 | $1.2M | +$1.2M | 154.9% |
| Resolute Wealth Strategies, LLC | 16,645 | +1,478 | $6.6M | +$1.2M | 9.7% |
| TRUE Private Wealth Advisors | 17,040 | +1,432 | $6.8M | +$1.2M | 9.2% |
| Sharp Financial Services, LLC | 27,386 | +219 | $10.9M | +$1.2M | 0.8% |
| Zuckerman Investment Group, LLC | 3,541 | +2,912 | $1.4M | +$1.2M | 462.9% |
| GENESIS PRIVATE WEALTH, LLC | 28,427 | +49 | $11.3M | +$1.2M | 0.2% |
| Rossmore Private Capital | 6,657 | +2,536 | $2.6M | +$1.2M | 61.5% |
| Joel Isaacson & Co., LLC | 27,723 | +67 | $11.0M | +$1.2M | 0.2% |
| Williams Jones Wealth Management, LLC. | 22,818 | +628 | $9.0M | +$1.2M | 2.8% |
| NewEdge Wealth, LLC | 25,185 | +1,091 | $10.0M | +$1.2M | 4.5% |
| NDWM LLC | 20,354 | +888 | $8.1M | +$1.1M | 4.6% |
| KCM INVESTMENT ADVISORS LLC | 9,139 | +2,155 | $3.6M | +$1.1M | 30.9% |
| Evelyn Partners Investment Management Services Ltd | 12,302 | +34 | $4.9M | +$1.1M | 0.3% |
| Houlihan Financial Resource Group, Ltd. | 4,205 | +2,520 | $1.7M | +$1.1M | 149.6% |
| Atomi Financial Group, Inc. | 9,368 | +2,099 | $3.7M | +$1.1M | 28.9% |
| SeaCrest Wealth Management, LLC | 18,008 | +1,209 | $7.4M | +$1.1M | 7.2% |
| Cassaday & Co Wealth Management LLC | 7,234 | +2,297 | $2.9M | +$1.1M | 46.5% |
| Colonial Trust Advisors | 20,472 | +752 | $8.1M | +$1.1M | 3.8% |
| Gryphon Financial Partners LLC | 3,309 | +2,706 | $1.3M | +$1.1M | 448.8% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10,732 | +406 | $4.3M | +$1.1M | 3.9% |
| Leo Wealth, LLC | 10,319 | +1,841 | $4.1M | +$1.1M | 21.7% |
| HERBST GROUP, LLC | 9,810 | +1,893 | $3.9M | +$1.1M | 23.9% |
| Vivaldi Capital Management LP | 21,057 | +554 | $8.3M | +$1.1M | 2.7% |
| AlphaStar Capital Management, LLC | 10,878 | +1,722 | $4.3M | +$1.1M | 18.8% |
| Kercheville Advisors, LLC | 7,719 | +865 | $3.5M | +$1.1M | 12.6% |
| Midwest Trust Co | 21,180 | +516 | $8.4M | +$1.0M | 2.5% |
| NWF Advisory Services Inc. | 27,359 | +10,583 | $4.9M | -$1.0M | 63.1% |
| Sulzberger Capital Advisors, Inc. | 3,514 | +2,507 | $1.4M | +$1.0M | 248.9% |
| TCTC Holdings, LLC | 22,247 | +340 | $8.8M | +$1.0M | 1.6% |
| IPG Investment Advisors LLC | 13,644 | +1,284 | $5.4M | +$1.0M | 10.4% |
| Glen Eagle Advisors, LLC | 15,973 | +1,015 | $6.3M | +$1.0M | 6.8% |
| 1ST SOURCE BANK | 15,251 | +1,039 | $6.0M | +$992.2K | 7.3% |
| WealthBridge Capital Management, LLC | 21,707 | +297 | $8.6M | +$992.1K | 1.4% |
| Tandem Financial, LLC | 10,267 | +486 | $2.5M | -$990.9K | 5.0% |
| Badgley Phelps Wealth Managers, LLC | 5,074 | +2,179 | $2.0M | +$981.8K | 75.3% |
| HCR Wealth Advisors | 18,816 | +540 | $7.5M | +$972.8K | 3.0% |
| Ameraudi Asset Management, Inc. | 6,210 | +2,441 | $2.3M | +$967.4K | 64.8% |
| FOUNDERS FINANCIAL SECURITIES LLC | 6,782 | +1,924 | $2.7M | +$960.9K | 39.6% |
| Prostatis Group LLC | 19,372 | +455 | $7.7M | +$952.9K | 2.4% |
| Rakuten Securities, Inc. | 5,022 | +2,082 | $2.0M | +$945.2K | 70.8% |
| FIRST UNITED BANK & TRUST | 4,353 | +2,140 | $1.7M | +$938.5K | 96.7% |
| Laurel Wealth Advisors LLC | 9,738 | +151 | $3.9M | +$936.9K | 1.6% |
| Addison Capital Co | 15,957 | +799 | $6.3M | +$935.7K | 5.3% |
| MUHLENKAMP & CO INC | 22,301 | +59 | $8.8M | +$931.6K | 0.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,233 | +2,126 | $1.7M | +$928.6K | 100.9% |
| Tepp RIA, LLC | 21,313 | +140 | $8.4M | +$920.2K | 0.7% |
| Advisors Preferred, LLC | 6,769 | +1,774 | $2.7M | +$917.8K | 35.5% |
| Acorn Wealth Advisors, LLC | 8,419 | +1,611 | $3.3M | +$916.6K | 23.7% |
| Sandbox Financial Partners, LLC | 10,858 | +1,330 | $4.3M | +$916.1K | 13.9% |
| BRYN MAWR TRUST Co | 16,403 | +689 | $6.5M | +$914.8K | 4.4% |
| Accel Wealth Management | 10,302 | +1,388 | $4.1M | +$914.1K | 15.6% |
| Deane Retirement Strategies, Inc. | 20,210 | +237 | $8.0M | +$912.7K | 1.2% |
| Visionary Wealth Advisors | 12,660 | +1,102 | $5.0M | +$908.8K | 9.5% |
| Capital Investment Advisors, LLC | 13,048 | +1,054 | $5.2M | +$907.6K | 8.8% |
| ZACKS INVESTMENT MANAGEMENT | 19,727 | +278 | $7.8M | +$903.9K | 1.4% |
| Cornerstone Wealth Management, LLC | 17,001 | +577 | $6.7M | +$899.4K | 3.5% |
| Brookwood Investment Group LLC | 21,855 | +16 | $8.7M | +$898.2K | 0.1% |
| Concentrum Wealth Management | 15,696 | +708 | $6.2M | +$892.7K | 4.7% |
| AGF MANAGEMENT LTD | 6,215 | +1,785 | $2.5M | +$888.3K | 40.3% |
| Coastal Bridge Advisors, LLC | 16,880 | +548 | $6.7M | +$884.2K | 3.4% |
| 44 WEALTH MANAGEMENT LLC | 10,674 | +1,242 | $4.2M | +$877.4K | 13.2% |
| ROI Financial Advisors, LLC | 16,267 | +594 | $6.4M | +$875.5K | 3.8% |
| Bradley & Co. Private Wealth Management, LLC | 6,077 | +1,763 | $2.4M | +$874.9K | 40.9% |
| Arlington Trust Co LLC | 7,201 | +1,629 | $2.9M | +$873.1K | 29.2% |
| HOWLAND CAPITAL MANAGEMENT LLC | 21,003 | +35 | $8.3M | +$870.2K | 0.2% |
| D.B. Root & Company, LLC | 12,657 | +969 | $5.0M | +$861.4K | 8.3% |
| Platform Technology Partners | 10,275 | +1,209 | $4.1M | +$849.6K | 13.3% |
| SFMG, LLC | 11,302 | +1,080 | $4.5M | +$845.5K | 10.6% |
| Welch Group, LLC | 9,639 | +1,271 | $3.8M | +$845.5K | 15.2% |
| NEW WAVE WEALTH ADVISORS LLC | 6,536 | +1,625 | $2.6M | +$844.6K | 33.1% |
| ALTERNA WEALTH MANAGEMENT, INC | 5,735 | +1,714 | $2.3M | +$843.5K | 42.6% |
| RoundAngle Advisors LLC | 16,227 | +507 | $6.4M | +$842.9K | 3.2% |
| TRUST CO OF VERMONT | 11,132 | +1,076 | $4.4M | +$837.1K | 10.7% |
| WEATHERLY ASSET MANAGEMENT L. P. | 17,552 | +316 | $7.0M | +$829.2K | 1.8% |
| Segment Wealth Management, LLC | 17,675 | +300 | $7.0M | +$828.5K | 1.7% |
| FreeGulliver LLC | 8,071 | +1,370 | $3.2M | +$816.6K | 20.4% |
| GWN SECURITIES INC. | 8,467 | +1,364 | $3.4M | +$816.4K | 19.2% |
| Insight Advisors, LLC/ PA | 9,879 | +1,134 | $3.9M | +$806.6K | 13.0% |
| Pinnacle Family Advisors, LLC | 10,806 | +1,022 | $4.3M | +$804.6K | 10.4% |
| MATAURO, LLC | 14,112 | +601 | $5.6M | +$789.8K | 4.4% |
| Gibbs Wealth Management | 3,806 | +833 | $1.6M | +$786.6K | 28.0% |
| Aries Wealth Management | 14,498 | +518 | $5.7M | +$776.2K | 3.7% |
| McGuire Investment Group, LLC | 17,747 | +141 | $7.0M | +$774.9K | 0.8% |
| Keystone Financial Group | 5,098 | +1,582 | $2.0M | +$770.6K | 45.0% |
| Traynor Capital Management, Inc. | 12,414 | +718 | $4.9M | +$762.2K | 6.1% |
| Refined Wealth Management | 16,547 | +238 | $6.6M | +$760.4K | 1.4% |
| Prosperity Consulting Group, LLC | 17,426 | +131 | $6.9M | +$758.2K | 0.8% |
| MGB Wealth Management, LLC | 13,973 | +490 | $5.5M | +$755.2K | 3.6% |
| Werba Rubin Papier Wealth Management | 6,771 | +1,325 | $2.7M | +$747.5K | 24.3% |
| Nemes Rush Group LLC | 2,732 | +313 | $1.6M | +$737.5K | 12.9% |
| AdvisorShares Investments LLC | 16,274 | +190 | $6.4M | +$732.2K | 1.2% |
| PRIVATE TRUST CO NA | 9,802 | +928 | $3.9M | +$730.2K | 10.4% |
| Professional Financial Advisors, LLC | 11,004 | +783 | $4.4M | +$727.7K | 7.7% |
| Lifestyle Asset Management, Inc. | 7,079 | +1,225 | $2.8M | +$724.6K | 20.9% |
| Canal Capital Management, LLC | 8,295 | +256 | $3.1M | +$721.8K | 3.2% |
| Sound View Wealth Advisors Group, LLC | 16,438 | +112 | $6.5M | +$711.1K | 0.7% |
| FLAGSHIP WEALTH ADVISORS, LLC | 14,961 | +279 | $5.9M | +$710.2K | 1.9% |
| Bluesphere Advisors, LLC | 9,299 | +923 | $3.7M | +$707.9K | 11.0% |
| Wealth Alliance Advisory Group, LLC | 3,505 | +1,588 | $1.4M | +$707.6K | 82.8% |
| VICTORY FINANCIAL GROUP, LLC | 5,442 | +1,362 | $2.2M | +$706.4K | 33.4% |
| Procyon Advisors, LLC | 10,128 | +823 | $4.0M | +$706.2K | 8.8% |
| Advyzon Investment Management, LLC | 14,227 | +349 | $5.6M | +$705.1K | 2.5% |
| BANQUE PICTET & CIE SA | 13,825 | +410 | $5.5M | +$704.4K | 3.0% |
| Capital Group Private Client Services, Inc. | 8,833 | +960 | $3.5M | +$702.0K | 12.2% |
| WJ Financial Advisors LLC | 15,777 | +137 | $6.3M | +$693.0K | 0.9% |
| Robinson Value Management, Ltd. | 12,716 | +450 | $5.0M | +$679.3K | 3.7% |
| Cascades Capital Asset Management, LLC | 3,749 | +1,459 | $1.5M | +$671.7K | 63.7% |
| Intellectus Partners, LLC | 8,803 | +825 | $3.5M | +$652.8K | 10.3% |
| WealthPLAN Partners, LLC | 4,020 | +1,370 | $1.6M | +$651.2K | 51.7% |
| III Capital Management | 2,066 | +1,589 | $818.8K | +$649.2K | 333.1% |
| Argent Trust Co | 13,976 | +210 | $5.5M | +$645.4K | 1.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,942 | +1,018 | $2.8M | +$645.4K | 17.2% |
| SIMON QUICK ADVISORS, LLC | 10,943 | +541 | $4.3M | +$639.2K | 5.2% |
| Encompass More Asset Management | 5,349 | +1,183 | $2.1M | +$639.0K | 28.4% |
| Pure Financial Advisors, LLC | 9,360 | +712 | $3.7M | +$635.4K | 8.2% |
| Ancora Advisors, LLC | 12,626 | +333 | $5.0M | +$634.0K | 2.7% |
| SMITH, MOORE & CO. | 14,435 | +124 | $5.7M | +$633.6K | 0.9% |
| Inscription Capital, LLC | 13,195 | +266 | $5.2M | +$633.5K | 2.0% |
| BOK Financial Private Wealth, Inc. | 13,475 | +231 | $5.3M | +$632.4K | 1.7% |
| Diligent Investors, LLC | 5,085 | +1,191 | $2.0M | +$631.0K | 30.6% |
| Samalin Investment Counsel, LLC | 11,034 | +498 | $4.4M | +$628.0K | 4.7% |
| Signal Advisors Wealth, LLC | 11,944 | +384 | $4.7M | +$624.3K | 3.3% |
| D'Orazio & Associates, Inc. | 7,841 | +840 | $3.1M | +$618.8K | 12.0% |
| Red Door Wealth Management, LLC | 13,762 | +153 | $5.5M | +$616.4K | 1.1% |
| Oppenheimer & Close, LLC | 14,597 | +57 | $5.8M | +$616.4K | 0.4% |
| VERUS CAPITAL PARTNERS, LLC | 10,826 | +485 | $4.3M | +$614.5K | 4.7% |
| HOWARD BAILEY SECURITIES, LLC | 3,967 | +2,146 | $1.3M | +$614.3K | 117.8% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,547 | +1,540 | $613.1K | +$610.6K | 22000.0% |
| Avidian Wealth Solutions, LLC | 10,367 | +503 | $4.1M | +$602.2K | 5.1% |
| Blackston Financial Advisory Group, LLC | 3,060 | +2,029 | $968.1K | +$601.6K | 196.8% |
| Fermata Advisors, LLC | 9,803 | +552 | $3.9M | +$596.6K | 6.0% |
| NAVELLIER & ASSOCIATES INC | 4,380 | +1,175 | $1.7M | +$596.6K | 36.7% |
| Corps Capital Advisors, LLC | 2,103 | +1,435 | $833.4K | +$596.2K | 214.8% |
| EASTERN BANK | 5,749 | +1,013 | $2.3M | +$594.9K | 21.4% |
| Nicholas Hoffman & Company, LLC. | 9,400 | +584 | $3.7M | +$591.5K | 6.6% |
| Benin Management CORP | 7,725 | +774 | $3.1M | +$590.6K | 11.1% |
| Certified Advisory Corp | 13,079 | +147 | $5.2M | +$586.6K | 1.1% |
| Perennial Investment Advisors, LLC | 7,486 | +788 | $3.0M | +$585.8K | 11.8% |
| Finer Wealth Management, Inc. | 4,687 | +1,097 | $1.9M | +$581.4K | 30.6% |
| Stelac Advisory Services LLC | 3,255 | +1,256 | $1.3M | +$579.4K | 62.8% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10,685 | +400 | $4.2M | +$578.5K | 3.9% |
| Avantax Planning Partners, Inc. | 7,369 | +774 | $2.9M | +$576.1K | 11.7% |
| PERSONAL CFO SOLUTIONS, LLC | 13,408 | +64 | $5.3M | +$570.3K | 0.5% |
| Fire Capital Management LLC | 13,078 | +100 | $5.2M | +$569.7K | 0.8% |
| Bank Julius Baer & Co. Ltd, Zurich | 11,507 | +278 | $4.6M | +$568.8K | 2.5% |
| Summit Wealth Partners, LLC | 4,383 | +1,086 | $1.7M | +$565.0K | 32.9% |
| Indiana Trust & Investment Management CO | 2,609 | +1,275 | $1.0M | +$559.8K | 95.6% |
| Parcion Private Wealth LLC | 9,454 | +478 | $3.7M | +$556.0K | 5.3% |
| Turning Point Benefit Group, Inc. | 7,551 | +686 | $3.0M | +$548.4K | 10.0% |
| Pinnacle Wealth Management Advisory Group, LLC | 3,735 | +1,109 | $1.5M | +$546.8K | 42.2% |
| Smartleaf Asset Management LLC | 2,952 | +1,156 | $1.2M | +$544.5K | 64.4% |
| Golden State Equity Partners | 2,433 | +1,228 | $964.2K | +$535.9K | 101.9% |
| Aprio Wealth Management, LLC | 6,638 | +731 | $2.6M | +$530.9K | 12.4% |
| RB Capital Management, LLC | 3,112 | +1,131 | $1.2M | +$529.1K | 57.1% |
| Flagship Private Wealth, LLC | 10,301 | +295 | $4.1M | +$525.6K | 2.9% |
| EverSource Wealth Advisors, LLC | 10,184 | +307 | $4.0M | +$525.0K | 3.1% |
| Madison Wealth Partners, Inc | 6,115 | +771 | $2.4M | +$523.8K | 14.4% |
| Spears Abacus Advisors LLC | 10,802 | +224 | $4.3M | +$520.8K | 2.1% |
| CASTLE WEALTH MANAGEMENT LLC | 1,863 | +1,250 | $738.3K | +$520.4K | 203.9% |
| Maxele Advisors, LLC | 8,071 | +533 | $3.2M | +$519.1K | 7.1% |
| Oak Grove Capital LLC | 2,250 | +1,200 | $891.7K | +$518.5K | 114.3% |
| HOHIMER WEALTH MANAGEMENT, LLC | 3,604 | +1,033 | $1.4M | +$514.4K | 40.2% |
| Global Assets Advisory, LLC | 7,321 | +602 | $2.9M | +$513.0K | 8.9% |
| Empower Advisory Group, LLC | 9,553 | +345 | $3.8M | +$512.8K | 3.7% |
| Premier Financial Group | 5,150 | +812 | $2.0M | +$510.6K | 18.7% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 3,759 | +1,000 | $1.5M | +$509.0K | 36.2% |
| Avalon Trust Co | 11,234 | +141 | $4.5M | +$508.9K | 1.3% |
| CRA Financial Services, LLC | 7,320 | +590 | $2.9M | +$508.7K | 8.8% |
| Mason & Associates Inc | 6,239 | +714 | $2.5M | +$508.6K | 12.9% |
| Centennial Wealth Advisory LLC | 8,366 | +470 | $3.3M | +$508.6K | 6.0% |
| FLORIDA FINANCIAL ADVISORS, LLC | 7,303 | +576 | $2.9M | +$503.1K | 8.6% |
| Beacon Capital Management, LLC | 3,193 | +1,045 | $1.3M | +$501.8K | 48.6% |
| Financial Services Advisory Inc | 4,069 | +944 | $1.6M | +$501.7K | 30.2% |
| Nicholas Wealth, LLC. | 2,612 | +1,102 | $1.0M | +$498.4K | 73.0% |
| Virtue Capital Management, LLC | 8,296 | +3,073 | $2.4M | +$497.8K | 58.8% |
| Byrne Asset Management LLC | 4,731 | +851 | $1.9M | +$495.7K | 21.9% |
| Orin Green Financial, LLC | 11,621 | +48 | $4.6M | +$491.7K | 0.4% |
| Huntleigh Advisors, Inc. | 4,926 | +800 | $2.0M | +$485.6K | 19.4% |
| ESG Planning | 9,534 | +264 | $3.8M | +$483.2K | 2.8% |
| First Bancorp, Inc /ME/ | 3,665 | +930 | $1.5M | +$480.3K | 34.0% |
| QUADRANT CAPITAL GROUP LLC | 3,309 | +967 | $1.3M | +$478.9K | 41.3% |
| Icon Wealth Advisors, LLC | 1,904 | +1,125 | $754.7K | +$477.7K | 144.4% |
| Sendero Wealth Management, LLC | 8,895 | +319 | $3.5M | +$476.7K | 3.7% |
| Sowell Financial Services LLC | 8,877 | +302 | $3.5M | +$469.9K | 3.5% |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,182 | +1,173 | $823.5K | +$464.9K | 116.3% |
| RITHOLTZ WEALTH MANAGEMENT | 5,868 | +617 | $2.3M | +$459.0K | 11.8% |
| SMART Wealth LLC | 10,707 | +60 | $4.2M | +$458.6K | 0.6% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 6,710 | +510 | $2.7M | +$455.3K | 8.2% |
| Linden Thomas Advisory Services, LLC | 8,262 | +330 | $3.3M | +$454.7K | 4.2% |
| Morse Asset Management, Inc | 9,629 | +164 | $3.8M | +$451.5K | 1.7% |
| Discipline Wealth Solutions, LLC | 9,375 | +189 | $3.7M | +$450.2K | 2.0% |
| Dorsey Wright & Associates | 9,697 | +148 | $3.8M | +$449.0K | 1.5% |
| Newman Dignan & Sheerar, Inc. | 10,533 | +49 | $4.2M | +$447.6K | 0.5% |
| GRANDFIELD & DODD, LLC | 2,240 | +1,127 | $842.3K | +$446.6K | 101.3% |
| Henrickson Nauta Wealth Advisors, Inc. | 2,826 | +791 | $1.2M | +$444.3K | 38.9% |
| CIM, LLC | 6,803 | +465 | $2.7M | +$443.1K | 7.3% |
| Brendel Financial Advisors LLC | 8,805 | +229 | $3.5M | +$441.0K | 2.7% |
| Newbridge Financial Services Group, Inc. | 2,702 | +924 | $1.1M | +$438.7K | 52.0% |
| Wedmont Private Capital | 2,790 | +869 | $1.1M | +$438.2K | 45.2% |
| GSB Wealth Management, LLC | 7,930 | +318 | $3.1M | +$436.7K | 4.2% |
| Independent Wealth Network Inc. | 9,970 | +80 | $4.0M | +$435.5K | 0.8% |
| Soltis Investment Advisors LLC | 5,820 | +551 | $2.3M | +$433.5K | 10.4% |
| WESPAC Advisors, LLC | 3,217 | +847 | $1.3M | +$432.5K | 35.7% |
| White Lighthouse Investment Management Inc. | 7,093 | +400 | $2.8M | +$431.9K | 6.0% |
| Summit Financial Strategies, Inc. | 10,255 | +20 | $4.1M | +$425.9K | 0.2% |
| O'ROURKE & COMPANY, Inc | 5,234 | +593 | $2.1M | +$424.4K | 12.8% |
| ELEMENT POINTE ADVISORS, LLC | 8,055 | +265 | $3.2M | +$423.2K | 3.4% |
| Douglass Winthrop Advisors, LLC | 5,782 | +526 | $2.3M | +$423.1K | 10.0% |
| VANCE WEALTH, INC. | 2,068 | +950 | $819.6K | +$422.2K | 85.0% |
| Congress Park Capital LLC | 9,465 | +95 | $3.8M | +$420.3K | 1.0% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 2,652 | +570 | $1.1M | +$416.4K | 27.4% |
| Camden Capital, LLC | 9,906 | +30 | $3.9M | +$415.6K | 0.3% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 5,313 | +556 | $2.1M | +$414.6K | 11.7% |
| GRIMES & COMPANY, INC. | 5,479 | +532 | $2.2M | +$412.9K | 10.8% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 6,195 | +437 | $2.5M | +$408.3K | 7.6% |
| Pallas Capital Advisors LLC | 4,176 | +663 | $1.7M | +$406.3K | 18.9% |
| Main Street Financial Solutions, LLC | 10,115 | +1,238 | $3.3M | +$402.6K | 13.9% |
| Argentarii, LLC | 5,500 | +500 | $2.2M | +$402.4K | 10.0% |
| RPG Investment Advisory, LLC | 8,043 | +204 | $3.2M | +$401.0K | 2.6% |
| Adviser Investments LLC | 8,767 | +109 | $3.5M | +$397.0K | 1.3% |
| LEE DANNER & BASS INC | 5,084 | +525 | $2.0M | +$394.3K | 11.5% |
| ACCOUNT MANAGEMENT LLC | 6,025 | +415 | $2.4M | +$393.6K | 7.4% |
| Nadler Financial Group, Inc. | 8,530 | +122 | $3.4M | +$391.7K | 1.4% |
| Bogart Wealth, LLC | 6,486 | +335 | $2.6M | +$384.0K | 5.4% |
| WorthPointe, LLC | 6,298 | +349 | $2.5M | +$381.3K | 5.9% |
| Caitlin John, LLC | 5,118 | +484 | $2.0M | +$381.1K | 10.4% |
| Arrowroot Family Office, LLC | 5,161 | +474 | $2.0M | +$379.3K | 10.1% |
| Wealth Quarterback LLC | 5,173 | +468 | $2.1M | +$377.8K | 9.9% |
| Delta Investment Management, LLC | 5,589 | +418 | $2.2M | +$376.8K | 8.1% |
| Cornerstone Wealth Group, LLC | 2,847 | +729 | $1.1M | +$375.5K | 34.4% |
| SWEENEY & MICHEL, LLC | 3,708 | +27 | $1.7M | +$375.2K | 0.7% |
| SPRENG CAPITAL MANAGEMENT, INC. | 1,699 | +860 | $673.3K | +$375.1K | 102.5% |
| Pullen Investment Management, LLC | 7,119 | +233 | $2.8M | +$373.6K | 3.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,417 | +539 | $1.8M | +$372.0K | 13.9% |
| WEALTHGARDEN F.S. LLC | 5,332 | +100 | $2.5M | +$368.5K | 1.9% |
| Beaird Harris Wealth Management, LLC | 3,843 | +595 | $1.5M | +$368.4K | 18.3% |
| Creekside Partners | 8,446 | +55 | $3.3M | +$364.5K | 0.7% |
| Walkner Condon Financial Advisors LLC | 8,856 | +6 | $3.5M | +$363.8K | 0.1% |
| Herold Advisors, Inc. | 6,284 | +300 | $2.5M | +$363.3K | 5.0% |
| Savior LLC | 5,447 | +393 | $2.2M | +$362.2K | 7.8% |
| Patriot Financial Group Insurance Agency, LLC | 3,108 | +658 | $1.2M | +$360.8K | 26.9% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 2,157 | +767 | $854.8K | +$360.7K | 55.2% |
| Advisors Capital Management, LLC | 4,700 | +474 | $1.9M | +$360.4K | 11.2% |
| Alteri Wealth LLC | 5,258 | +409 | $2.1M | +$360.1K | 8.4% |
| N.E.W. Advisory Services LLC | 3,627 | +593 | $1.4M | +$358.9K | 19.5% |
| Claro Advisors LLC | 3,230 | +638 | $1.3M | +$358.7K | 24.6% |
| PMV Capital Advisers, LLC | 6,441 | +260 | $2.6M | +$355.3K | 4.2% |
| GEM Asset Management, LLC | 1,973 | +728 | $807.4K | +$351.4K | 58.5% |
| Hansen & Associates Financial Group, Inc. | 2,387 | +402 | $1.1M | +$349.7K | 20.3% |
| Wealth Advisors of Iowa, LLC | 3,128 | +624 | $1.2M | +$349.6K | 24.9% |
| Darden Wealth Group Inc | 4,123 | +498 | $1.6M | +$345.4K | 13.7% |
| Tradition Wealth Management, LLC | 3,172 | +606 | $1.3M | +$345.0K | 23.6% |
| JEPPSON WEALTH MANAGEMENT, LLC | 7,756 | +76 | $3.1M | +$343.8K | 1.0% |
| TCI Wealth Advisors, Inc. | 2,699 | +648 | $1.1M | +$340.6K | 31.6% |
| MPWM ADVISORY SOLUTIONS, LLC | 1,652 | +767 | $654.7K | +$340.1K | 86.7% |
| Gerber Kawasaki Wealth & Investment Management | 7,821 | +58 | $3.1M | +$340.0K | 0.7% |
| ArchPoint Investors | 7,362 | +100 | $2.9M | +$336.2K | 1.4% |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 52,500 | +2,500 | $17.4M | -$335.7K | 5.0% |
| Advance Capital Management, Inc. | 5,944 | +252 | $2.4M | +$332.3K | 4.4% |
| High Note Wealth, LLC | 6,232 | +217 | $2.5M | +$331.7K | 3.6% |
| J2 Capital Management Inc | 6,241 | +209 | $2.5M | +$329.2K | 3.5% |
| AZZAD ASSET MANAGEMENT INC /ADV | 3,375 | +535 | $1.3M | +$327.9K | 18.8% |
| Invst, LLC | 3,024 | +166 | $1.2M | +$327.2K | 5.8% |
| Tactive Advisors, LLC | 4,912 | +349 | $1.9M | +$324.7K | 7.6% |
| CIBC Asset Management Inc | 3,442 | +516 | $1.4M | +$324.0K | 17.6% |
| OARSMAN CAPITAL, INC. | 6,711 | +140 | $2.7M | +$323.8K | 2.1% |
| LifeGoal Wealth Advisors | 1,314 | +750 | $520.8K | +$320.3K | 133.0% |
| Beirne Wealth Consulting Services, LLC | 6,113 | +197 | $2.4M | +$319.7K | 3.3% |
| Johnson Bixby & Associates, LLC | 4,883 | +334 | $1.9M | +$318.1K | 7.3% |
| Keebeck Wealth Management, LLC | 7,683 | +10 | $3.0M | +$317.3K | 0.1% |
| BKM Wealth Management, LLC | 6,562 | +137 | $2.6M | +$316.7K | 2.1% |
| UMB Bank, n.a. | 2,304 | +625 | $913.1K | +$316.3K | 37.2% |
| Kassira Wealth Management LLC | 7,284 | +47 | $2.9M | +$314.2K | 0.6% |
| BOS Asset Management, LLC | 6,879 | +88 | $2.7M | +$312.2K | 1.3% |
| Calamos Wealth Management LLC | 3,619 | +459 | $1.4M | +$311.0K | 14.5% |
| Crumly & Associates Inc. | 4,690 | +334 | $1.9M | +$310.3K | 7.7% |
| Flaharty Asset Management, LLC | 3,091 | +88 | $1.2M | +$309.6K | 2.9% |
| Avestar Capital, LLC | 2,213 | +615 | $877.0K | +$309.0K | 38.5% |
| Cadent Capital Advisors, LLC | 5,800 | +199 | $2.3M | +$307.6K | 3.5% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 5,282 | +254 | $2.1M | +$306.0K | 5.0% |
| GM Advisory Group, Inc. | 4,852 | +303 | $1.9M | +$305.9K | 6.7% |
| Purkiss Capital Advisors LLC | 7,282 | +22 | $2.9M | +$305.2K | 0.3% |
| Tempus Wealth Planning, LLC | 4,014 | +391 | $1.6M | +$302.9K | 10.8% |
| Sage Mountain Advisors LLC | 2,994 | +500 | $1.2M | +$300.0K | 20.0% |
| San Luis Wealth Advisors LLC | 6,725 | +67 | $2.7M | +$298.5K | 1.0% |
| McHugh Group, LLC | 6,385 | +100 | $2.5M | +$296.3K | 1.6% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 6,866 | +31 | $2.7M | +$291.4K | 0.5% |
| Ameliora Wealth Management Ltd. | 3,135 | +455 | $1.2M | +$289.8K | 17.0% |
| Sentinus, LLC | 1,627 | +624 | $644.8K | +$288.3K | 62.2% |
| WEST PACES ADVISORS INC. | 2,358 | +535 | $934.5K | +$286.5K | 29.3% |
| Linscomb & Williams, Inc. | 2,501 | +517 | $991.2K | +$285.9K | 26.1% |
| CAHABA WEALTH MANAGEMENT, INC. | 2,244 | +539 | $889.4K | +$283.1K | 31.6% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1,993 | +566 | $789.8K | +$282.6K | 39.7% |
| WESTBOURNE INVESTMENTS, INC. | 9,871 | +5 | $3.9M | +$280.1K | 0.1% |
| Quartz Partners, LLC | 1,751 | +585 | $693.9K | +$279.5K | 50.2% |
| TOBIAS FINANCIAL ADVISORS, INC. | 2,327 | +518 | $922.2K | +$279.2K | 28.6% |
| Secure Asset Management, LLC | 6,006 | +97 | $2.4M | +$276.6K | 1.6% |
| Advisor OS, LLC | 4,022 | +312 | $1.6M | +$275.2K | 8.4% |
| Cardinal Point Capital Management, ULC | 3,197 | +499 | $1.3M | +$272.9K | 18.5% |
| Inspire Advisors, LLC | 4,887 | +205 | $1.9M | +$272.5K | 4.4% |
| S.A. Mason LLC | 6,518 | +15 | $2.6M | +$271.5K | 0.2% |
| Fort Sheridan Advisors LLC | 1,956 | +536 | $775.2K | +$270.4K | 37.7% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 6,125 | +50 | $2.4M | +$267.9K | 0.8% |
| First Heartland Consultants, Inc. | 4,323 | +256 | $1.7M | +$267.6K | 6.3% |
| ROTHSCHILD INVESTMENT LLC | 2,843 | +425 | $1.1M | +$267.2K | 17.6% |
| Fort Point Capital Partners LLC | 2,584 | +255 | $1.1M | +$266.0K | 10.9% |
| Manhattan West Asset Management, LLC | 2,403 | +471 | $952.3K | +$265.6K | 24.4% |
| Chicago Capital, LLC | 2,026 | +511 | $802.9K | +$264.4K | 33.7% |
| Berger Financial Group, Inc | 4,071 | +269 | $1.6M | +$261.9K | 7.1% |
| JFS WEALTH ADVISORS, LLC | 5,000 | +161 | $2.0M | +$261.3K | 3.3% |
| Bensler, LLC | 3,150 | +373 | $1.2M | +$261.2K | 13.4% |
| Pegasus Asset Management, Inc. | 5,728 | +75 | $2.3M | +$260.6K | 1.3% |
| Diversified Trust Co | 2,385 | +458 | $945.2K | +$260.2K | 23.8% |
| Thomasville National Bank | 2,827 | +405 | $1.1M | +$259.4K | 16.7% |
| Outlook Wealth Advisors, LLC | 2,623 | +424 | $1.0M | +$257.8K | 19.3% |
| FINANCIAL MANAGEMENT NETWORK INC | 6,846 | +70 | $2.7M | +$257.6K | 1.0% |
| Patten Group, Inc. | 5,660 | +68 | $2.2M | +$255.3K | 1.2% |
| CARRET ASSET MANAGEMENT, LLC | 4,772 | +169 | $1.9M | +$255.0K | 3.7% |
| Allen Capital Group, LLC | 3,015 | +370 | $1.2M | +$254.7K | 14.0% |
| Valmark Advisers, Inc. | 5,800 | +47 | $2.3M | +$253.6K | 0.8% |
| UNIVEST FINANCIAL Corp | 1,832 | +502 | $726.0K | +$253.3K | 37.7% |
| RIK SAYLOR FINANCIAL, INC. | 4,163 | +233 | $1.6M | +$252.8K | 5.9% |
| BCS Wealth Management | 1,144 | +572 | $453.4K | +$250.1K | 100.0% |
| Caerus Investment Advisors, LLC | 3,079 | +347 | $1.2M | +$249.1K | 12.7% |
| FIRST FOUNDATION ADVISORS | 3,564 | +275 | $1.4M | +$243.3K | 8.4% |
| Hiley Hunt Wealth Management | 1,192 | +547 | $472.4K | +$243.1K | 84.8% |
| Advisory Alpha, LLC | 3,055 | +327 | $1.2M | +$242.9K | 12.0% |
| ZWJ INVESTMENT COUNSEL INC | 3,581 | +267 | $1.4M | +$241.2K | 8.1% |
| Diversified Enterprises, LLC | 3,563 | +266 | $1.4M | +$239.9K | 8.1% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,992 | +441 | $789.5K | +$238.1K | 28.4% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 5,247 | +67 | $2.1M | +$238.1K | 1.3% |
| Quaker Wealth Management, LLC | 3,791 | +232 | $1.5M | +$237.3K | 6.5% |
| LCNB CORP | 5,512 | +30 | $2.2M | +$235.8K | 0.5% |
| BridgePort Financial Solutions, LLC | 3,255 | +283 | $1.3M | +$233.5K | 9.5% |
| INNEALTA CAPITAL, LLC | 4,202 | +174 | $1.7M | +$233.5K | 4.3% |
| Jackson, Grant Investment Advisers, Inc. | 2,324 | +387 | $921.0K | +$232.5K | 20.0% |
| Hanlon Investment Management, Inc. | 2,154 | +406 | $853.7K | +$232.3K | 23.2% |
| Successful Portfolios LLC | 2,294 | +270 | $950.8K | +$231.3K | 13.3% |
| Occidental Asset Management, LLC | 2,365 | +376 | $937.3K | +$230.2K | 18.9% |
| G&S Capital LLC | 1,227 | +503 | $486.1K | +$228.9K | 69.5% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,959 | +188 | $1.6M | +$228.5K | 5.0% |
| Cypress Capital Group | 2,598 | +339 | $1.0M | +$226.6K | 15.0% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 2,471 | +351 | $979.3K | +$225.7K | 16.6% |
| Grandview Asset Management LLC | 4,822 | +73 | $1.9M | +$222.9K | 1.5% |
| Capital Advisors Wealth Management, LLC | 2,982 | +283 | $1.2M | +$222.4K | 10.5% |
| CRUX WEALTH ADVISORS | 2,991 | +280 | $1.2M | +$221.7K | 10.3% |
| WIMMER ASSOCIATES 1, LLC | 3,811 | +183 | $1.5M | +$220.7K | 5.0% |
| Coastal Investment Advisors, Inc. | 1,303 | +468 | $516.4K | +$219.6K | 56.0% |
| Mizuho Markets Cayman LP | 1,258 | +472 | $498.6K | +$219.2K | 60.0% |
| STRATEGY ASSET MANAGERS LLC | 4,980 | +41 | $2.0M | +$218.0K | 0.8% |
| Nicholson Wealth Management Group, LLC | 3,976 | +156 | $1.6M | +$217.8K | 4.1% |
| Heartwood Wealth Advisors LLC | 5,278 | +4 | $2.1M | +$217.0K | 0.1% |
| Wealth Dimensions Group, Ltd. | 1,133 | +476 | $449.2K | +$215.6K | 72.5% |
| Wingate Wealth Advisors, Inc. | 4,017 | +141 | $1.6M | +$214.2K | 3.6% |
| Spectrum Wealth Advisory Group, LLC | 1,996 | +368 | $791.0K | +$212.3K | 22.6% |
| Coastline Trust Co | 2,049 | +358 | $812.0K | +$210.9K | 21.2% |
| CAPITAL INSIGHT PARTNERS, LLC | 3,031 | +243 | $1.2M | +$210.2K | 8.7% |
| Colonial Trust Co / SC | 5,014 | +15 | $2.0M | +$210.1K | 0.3% |
| SYM FINANCIAL Corp | 3,775 | +150 | $1.5M | +$207.5K | 4.1% |
| BNP PARIBAS | 4,451 | +71 | $1.8M | +$207.0K | 1.6% |
| Hodges Capital Management Inc. | 4,240 | +95 | $1.7M | +$206.9K | 2.3% |
| Pinnacle Wealth Planning Services, Inc. | 4,470 | +66 | $1.8M | +$206.0K | 1.5% |
| Community Bank, N.A. | 4,399 | +74 | $1.7M | +$206.0K | 1.7% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 3,475 | +180 | $1.4M | +$205.9K | 5.5% |
| Wilkins Miller Wealth Management, LLC | 2,556 | +262 | $1.0M | +$205.3K | 11.4% |
| Sunbelt Securities, Inc. | 4,736 | +30 | $1.9M | +$204.1K | 0.6% |
| Principle Wealth Partners LLC | 4,441 | +61 | $1.8M | +$203.0K | 1.4% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 2,480 | +284 | $982.8K | +$202.2K | 12.9% |
| Montz Harcus Wealth Management LLC | 1,360 | +410 | $539.0K | +$201.3K | 43.1% |
| Cannon Financial Strategists, Inc. | 1,157 | +428 | $458.5K | +$199.4K | 58.7% |
| Busey Wealth Management | 4,264 | +71 | $1.7M | +$199.4K | 1.7% |
| Gradient Investments LLC | 1,527 | +385 | $605.2K | +$199.2K | 33.7% |
| Legacy Financial Advisors, Inc. | 3,891 | +106 | $1.5M | +$196.5K | 2.8% |
| Clay Northam Wealth Management, LLC | 3,128 | +190 | $1.2M | +$195.3K | 6.5% |
| Insight Wealth Partners, LLC | 4,268 | +58 | $1.7M | +$194.9K | 1.4% |
| Provenance Wealth Advisors, LLC | 2,543 | +249 | $1.0M | +$192.4K | 10.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,469 | +369 | $582.2K | +$191.2K | 33.5% |
| WHALEROCK POINT PARTNERS, LLC | 4,220 | +49 | $1.7M | +$189.8K | 1.2% |
| LUTS & GREENLEIGH GROUP, INC | 2,936 | +194 | $1.2M | +$188.9K | 7.1% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 1,033 | +412 | $409.4K | +$188.6K | 66.3% |
| MAINSAIL ASSET MANAGEMENT, LLC | 3,643 | +112 | $1.4M | +$188.6K | 3.2% |
| MFA Wealth Services | 4,016 | +67 | $1.6M | +$188.1K | 1.7% |
| RMR Wealth Builders | 1,857 | +316 | $735.8K | +$188.1K | 20.5% |
| JB Capital LLC | 2,901 | +194 | $1.1M | +$187.2K | 7.2% |
| Vantage Financial Partners, LLC | 4,395 | +19 | $1.7M | +$186.2K | 0.4% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 2,265 | +262 | $897.6K | +$185.6K | 13.1% |
| DAVIS R M INC | 2,104 | +280 | $833.8K | +$185.5K | 15.3% |
| JGP Wealth Management, LLC | 1,258 | +372 | $498.6K | +$184.2K | 42.0% |
| Kathmere Capital Management, LLC | 10,684 | +9,675 | $542.6K | +$184.0K | 958.9% |
| MBA Advisors LLC | 3,733 | +84 | $1.5M | +$182.3K | 2.3% |
| FAIRFIELD, BUSH & CO. | 3,721 | +85 | $1.5M | +$182.2K | 2.3% |
| MSH Capital Advisors LLC | 3,200 | +144 | $1.3M | +$181.9K | 4.7% |
| MOSELEY INVESTMENT MANAGEMENT INC | 1,293 | +363 | $512.4K | +$181.8K | 39.0% |
| Harbour Capital Advisors, LLC | 5,080 | +50 | $2.0M | +$181.0K | 1.0% |
| Brooklyn Investment Group | 1,393 | +339 | $555.3K | +$180.6K | 32.2% |
| Glenview Trust Co | 3,810 | +68 | $1.5M | +$179.8K | 1.8% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,350 | +350 | $535.0K | +$179.5K | 35.0% |
| United Financial Planning Group LLC | 2,694 | +193 | $1.1M | +$178.6K | 7.7% |
| Stamos Capital Partners, L.P. | 2,617 | +200 | $1.0M | +$178.0K | 8.3% |
| Black Diamond Financial, LLC | 3,567 | +89 | $1.4M | +$177.3K | 2.5% |
| BSW Wealth Partners | 3,646 | +73 | $1.4M | +$174.9K | 2.0% |
| ROMANO BROTHERS AND COMPANY | 4,169 | +12 | $1.7M | +$174.5K | 0.3% |
| Goepper Burkhardt LLC | 1,925 | +260 | $762.9K | +$171.0K | 15.6% |
| FourThought Financial Partners, LLC | 1,803 | +273 | $714.5K | +$170.7K | 17.8% |
| Verus Financial Partners, Inc. | 1,416 | +44 | $658.0K | +$170.3K | 3.2% |
| Cadence Bank | 1,764 | +274 | $699.1K | +$169.4K | 18.4% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3,151 | +6 | $1.3M | +$168.7K | 0.2% |
| McAdam, LLC | 1,665 | +282 | $659.9K | +$168.2K | 20.4% |
| Fiduciary Alliance LLC | 2,845 | +144 | $1.1M | +$167.4K | 5.3% |
| Hilltop National Bank | 3,981 | +13 | $1.6M | +$167.2K | 0.3% |
| Benchmark Financial Wealth Advisors, LLC | 1,527 | +291 | $605.2K | +$165.9K | 23.5% |
| Activest Wealth Management | 4,055 | +1 | $1.6M | +$165.9K | 0.0% |
| Waldron Private Wealth LLC | 4,050 | +1 | $1.6M | +$165.8K | 0.0% |
| FORVIS Wealth Advisors, LLC | 3,129 | +101 | $1.2M | +$163.7K | 3.3% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 1,594 | +276 | $631.7K | +$163.2K | 20.9% |
| Maia Wealth LLC | 965 | +245 | $435.6K | +$163.2K | 34.0% |
| Swan Global Investments, LLC | 2,245 | +200 | $889.7K | +$162.8K | 9.8% |
| DMG Group, LLC | 1,096 | +331 | $434.4K | +$162.4K | 43.3% |
| CATALYST PRIVATE WEALTH, LLC | 1,750 | +250 | $693.5K | +$160.3K | 16.7% |
| Falcon Wealth Planning | 1,272 | +302 | $504.1K | +$159.4K | 31.1% |
| LEGACY SOLUTIONS, LLC | 3,728 | +16 | $1.5M | +$157.9K | 0.4% |
| Horizon Investments, LLC | 1,680 | +251 | $665.8K | +$157.8K | 17.6% |
| DBK Financial Counsel, LLC | 2,807 | +121 | $1.1M | +$157.7K | 4.5% |
| MATHER GROUP, LLC. | 2,354 | +173 | $932.9K | +$157.6K | 7.9% |
| Hurley Capital, LLC | 3,562 | +34 | $1.4M | +$157.6K | 1.0% |
| Fragasso Group Inc. | 4,021 | +3 | $1.6M | +$156.6K | 0.1% |
| KFA Private Wealth Group, LLC | 3,574 | +30 | $1.4M | +$156.5K | 0.8% |
| FIRST AMERICAN TRUST, FSB | 3,452 | +43 | $1.4M | +$156.2K | 1.3% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,067 | +258 | $819.2K | +$155.3K | 14.3% |
| PATRON PARTNERS, LLC | 2,442 | +154 | $967.8K | +$154.5K | 6.7% |
| MUSTICO FINANCIAL GROUP, INC. | 970 | +244 | $401.5K | +$154.2K | 33.6% |
| Global Wealth Management, LLC | 1,694 | +237 | $671.3K | +$153.4K | 16.3% |
| POM Investment Strategies, LLC | 392 | +385 | $155.4K | +$152.9K | 5500.0% |
| Revisor Wealth Management LLC | 1,387 | +150 | $604.8K | +$152.7K | 12.1% |
| BURNS J W & CO INC/NY | 3,500 | +25 | $1.4M | +$151.8K | 0.7% |
| Breakwater Investment Management | 3,031 | +78 | $1.2M | +$151.5K | 2.6% |
| Symmetry Partners, LLC | 1,998 | +193 | $791.8K | +$150.2K | 10.7% |
| MADDEN SECURITIES Corp | 2,837 | +95 | $1.1M | +$149.6K | 3.5% |
| BRIAN LOW FINANCIAL GROUP, LLC | 1,345 | +265 | $533.0K | +$149.1K | 24.5% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 3,640 | +1 | $1.4M | +$149.0K | 0.0% |
| Commonwealth Financial Services, LLC | 2,925 | +78 | $1.2M | +$147.2K | 2.7% |
| GatePass Capital, LLC | 911 | +309 | $361.0K | +$147.0K | 51.3% |
| KEYNOTE FINANCIAL SERVICES LLC | 1,701 | +218 | $674.1K | +$147.0K | 14.7% |
| Caldwell Trust Co | 2,322 | +145 | $920.2K | +$146.4K | 6.7% |
| SEARLE & CO. | 1,400 | +250 | $554.8K | +$146.0K | 21.7% |
| MARIPAU WEALTH MANAGEMENT LLC | 2,580 | +113 | $1.0M | +$145.6K | 4.6% |
| North Capital, Inc. | 1,888 | +189 | $748.2K | +$144.3K | 11.1% |
| Accredited Investors Inc. | 966 | +291 | $382.8K | +$142.9K | 43.1% |
| Eagle Bay Advisors LLC | 950 | +290 | $376.5K | +$141.9K | 43.9% |
| MBE Wealth Management, LLC | 2,541 | +106 | $1.0M | +$141.5K | 4.3% |
| Wilkinson Global Asset Management LLC | 2,948 | +58 | $1.2M | +$141.0K | 2.0% |
| LongView Asset Management LLC | 1,562 | +217 | $619.0K | +$140.9K | 16.1% |
| BOYUM WEALTH ARCHITECTS LLC | 921 | +129 | $421.8K | +$140.3K | 16.3% |
| jvl associates llc | 2,344 | +125 | $929.0K | +$140.2K | 5.6% |
| MANCHESTER FINANCIAL INC | 2,015 | +157 | $798.6K | +$138.1K | 8.4% |
| Riverstone Advisors, LLC | 1,923 | +167 | $762.1K | +$137.9K | 9.5% |
| HALLMARK CAPITAL MANAGEMENT INC | 542 | +325 | $214.8K | +$137.7K | 149.8% |
| Alpha Cubed Investments, LLC | 2,491 | +100 | $987.2K | +$137.3K | 4.2% |
| SENTINEL PENSION ADVISORS INC | 3,350 | +1 | $1.3M | +$137.2K | 0.0% |
| Legacy Capital Wealth Partners, LLC | 3,313 | +5 | $1.3M | +$137.1K | 0.1% |
| OXFORD FINANCIAL GROUP LTD | 3,316 | +4 | $1.3M | +$136.8K | 0.1% |
| Harfst & Associates, Inc. | 1,476 | +214 | $585.0K | +$136.3K | 16.9% |
| Richmond Investment Services, LLC | 2,632 | +80 | $1.0M | +$135.9K | 3.1% |
| Reliant Investment Partners, LLC | 2,916 | +58 | $1.2M | +$133.5K | 2.0% |
| Schwallier Wealth Management LLC | 1,216 | +69 | $541.1K | +$133.3K | 6.0% |
| Straight Path Wealth Management | 1,009 | +255 | $399.9K | +$131.9K | 33.8% |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,458 | +87 | $974.1K | +$131.3K | 3.7% |
| Garden State Investment Advisory Services LLC | 2,652 | +63 | $1.1M | +$130.7K | 2.4% |
| Foster Victor Wealth Advisors, LLC | 1,461 | +105 | $615.5K | +$130.5K | 7.7% |
| Collaborative Wealth Managment Inc. | 1,277 | +220 | $506.1K | +$130.4K | 20.8% |
| 180 WEALTH ADVISORS, LLC | 2,476 | +82 | $981.3K | +$130.3K | 3.4% |
| Powell Investment Advisors, LLC | 864 | +266 | $342.4K | +$129.8K | 44.5% |
| CHAPIN DAVIS, INC. | 1,206 | +226 | $478.0K | +$129.6K | 23.1% |
| Cooper Financial Group | 2,622 | +63 | $1.0M | +$129.5K | 2.5% |
| Element Wealth, LLC | 2,055 | +128 | $814.6K | +$129.4K | 6.6% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 2,147 | +115 | $850.9K | +$128.9K | 5.7% |
| JACKSON SQUARE CAPITAL, LLC | 1,402 | +200 | $555.6K | +$128.4K | 16.6% |
| MN Wealth Advisors, LLC | 2,729 | +45 | $1.1M | +$127.4K | 1.7% |
| Round Rock Advisors, LLC | 897 | +251 | $355.5K | +$125.9K | 38.9% |
| ASPIRIANT, LLC | 2,693 | +44 | $1.1M | +$125.6K | 1.7% |
| Legacy Financial Strategies, LLC | 1,263 | +208 | $500.5K | +$125.5K | 19.7% |
| WBH ADVISORY INC | 1,312 | +202 | $520.0K | +$125.4K | 18.2% |
| Legacy Capital Group California, Inc. | 2,814 | +29 | $1.1M | +$125.2K | 1.0% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 1,724 | +154 | $683.2K | +$125.2K | 9.8% |
| Prosperitas Financial LLC | 1,216 | +210 | $481.9K | +$124.3K | 20.9% |
| Ruggaard & Associates LLC | 943 | +241 | $373.7K | +$124.2K | 34.3% |
| Apriem Advisors | 2,351 | +79 | $931.7K | +$124.1K | 3.5% |
| Proactive Wealth Strategies LLC | 1,177 | +209 | $466.5K | +$122.4K | 21.6% |
| One Wealth Advisors, LLC | 1,253 | +200 | $496.6K | +$122.3K | 19.0% |
| Madrona Financial Services, LLC | 1,533 | +166 | $607.5K | +$121.6K | 12.1% |
| Lumbard & Kellner, LLC | 2,889 | +9 | $1.1M | +$121.2K | 0.3% |
| Strategic Advocates LLC | 2,401 | +45 | $957.7K | +$120.2K | 1.9% |
| PALISADE CAPITAL MANAGEMENT LLC/NJ | 2,643 | +33 | $1.0M | +$119.7K | 1.3% |
| Ritter Daniher Financial Advisory LLC / DE | 2,257 | +75 | $894.5K | +$118.8K | 3.4% |
| Coppell Advisory Solutions LLC | 1,739 | +108 | $693.7K | +$118.8K | 6.6% |
| BIP Wealth, LLC | 1,868 | +119 | $740.3K | +$118.6K | 6.8% |
| HighPoint Advisor Group LLC | 2,773 | +14 | $1.1M | +$118.2K | 0.5% |
| Cambridge Advisors Inc. | 2,878 | +1 | $1.1M | +$117.9K | 0.0% |
| Elm Partners Management LLC | 838 | +235 | $332.5K | +$117.8K | 39.0% |
| LAM GROUP, INC. | 2,825 | +5 | $1.1M | +$117.2K | 0.2% |
| Morton Capital Management LLC/CA | 2,572 | +32 | $1.0M | +$116.4K | 1.3% |
| HOEY INVESTMENTS, INC | 670 | +250 | $265.5K | +$116.2K | 59.5% |
| One Day In July LLC | 2,113 | +84 | $837.4K | +$116.2K | 4.1% |
| PGIM Custom Harvest LLC | 1,926 | +105 | $763.3K | +$116.0K | 5.8% |
| Swisher Financial Concepts, Inc. | 2,808 | +2 | $1.1M | +$115.4K | 0.1% |
| Safeguard Investment Advisory Group, LLC | 1,860 | +109 | $737.1K | +$114.7K | 6.2% |
| River Street Advisors LLC | 876 | +221 | $347.2K | +$114.3K | 33.7% |
| Hartmann Taylor Wealth Management, LLC | 1,050 | +200 | $416.1K | +$114.0K | 23.5% |
| Global Financial Private Client, LLC | 2,631 | +10 | $1.0M | +$111.0K | 0.4% |
| VANGUARD GROUP INC | 2,464 | +25 | $976.5K | +$109.5K | 1.0% |
| EVERPAR ADVISORS LLC | 1,022 | +190 | $405.0K | +$109.3K | 22.8% |
| Rockwood Wealth Management, LLC | 1,136 | +170 | $450.2K | +$106.8K | 17.6% |
| Capital Asset Advisory Services LLC | 1,487 | +54 | $614.4K | +$105.0K | 3.8% |
| NORRIS PERNE & FRENCH LLP/MI | 1,046 | +173 | $414.6K | +$104.2K | 19.8% |
| ROBERTS GLORE & CO INC /IL/ | 1,433 | +128 | $567.8K | +$103.9K | 9.8% |
| Key Client Fiduciary Advisors, LLC | 1,842 | +80 | $730.0K | +$103.7K | 4.5% |
| TME FINANCIAL, INC. | 2,442 | +7 | $967.8K | +$102.2K | 0.3% |
| CURIO WEALTH, LLC | 1,619 | +30 | $666.9K | +$102.1K | 1.9% |
| TOMPKINS FINANCIAL CORP | 1,362 | +130 | $539.8K | +$101.8K | 10.6% |
| Tennessee Valley Asset Management Partners | 2,467 | +2 | $977.7K | +$101.5K | 0.1% |
| Blue Chip Partners, LLC | 949 | +176 | $376.1K | +$101.3K | 22.8% |
| Frontier Asset Management, LLC | 2,283 | +22 | $904.8K | +$101.1K | 1.0% |
| DAGCO, Inc. | 972 | +167 | $385.2K | +$99.1K | 20.7% |
| KDT Advisors, LLC | 1,235 | +131 | $489.4K | +$97.0K | 11.9% |
| StrongBox Wealth, LLC | 1,589 | +90 | $629.7K | +$96.9K | 6.0% |
| AMERICAN NATIONAL BANK | 541 | +210 | $214.4K | +$96.7K | 63.4% |
| one8zero8, LLC | 1,400 | +100 | $554.8K | +$92.7K | 7.7% |
| Cypress Capital, LLC | 1,779 | +54 | $705.0K | +$91.8K | 3.1% |
| Bridgewealth Advisory Group, LLC | 2,210 | +3 | $875.8K | +$91.3K | 0.1% |
| BEARING POINT CAPITAL, LLC | 2,144 | +9 | $849.7K | +$90.8K | 0.4% |
| CAPITAL PERFORMANCE ADVISORS LLP | 1,299 | +106 | $514.8K | +$90.7K | 8.9% |
| Wernau Asset Management Inc. | 2,049 | +21 | $811.9K | +$90.6K | 1.0% |
| KPP Advisory Services LLC | 1,703 | +57 | $674.9K | +$89.8K | 3.5% |
| Parker Investment Management, LLC | 1,447 | +85 | $573.5K | +$89.3K | 6.2% |
| Windsor Capital Management, LLC | 2,003 | +21 | $793.8K | +$89.3K | 1.1% |
| Forum Financial Management, LP | 2,132 | +6 | $844.9K | +$89.2K | 0.3% |
| Grantvest Financial Group LLC | 1,740 | +51 | $689.6K | +$89.2K | 3.0% |
| Guardian Asset Advisors, LLC | 1,912 | +30 | $757.7K | +$88.8K | 1.6% |
| CIDEL ASSET MANAGEMENT INC | 1,984 | +20 | $786.3K | +$88.1K | 1.0% |
| Exit Wealth Advisors, LLC. | 849 | +150 | $336.5K | +$88.0K | 21.4% |
| BURLING WEALTH PARTNERS, LLC | 1,485 | +75 | $588.5K | +$87.3K | 5.3% |
| TrueWealth Advisors, LLC | 1,206 | +107 | $477.9K | +$87.3K | 9.7% |
| Atlantic Edge Private Wealth Management, LLC | 875 | +145 | $346.8K | +$87.3K | 19.9% |
| Bare Financial Services, Inc | 902 | +141 | $357.5K | +$87.0K | 18.5% |
| M3 Advisory Group, LLC | 842 | +146 | $333.7K | +$86.3K | 21.0% |
| Guardian Financial Partners, LLC | 957 | +132 | $379.3K | +$86.0K | 16.0% |
| Plante Moran Financial Advisors, LLC | 1,171 | +107 | $464.1K | +$85.9K | 10.1% |
| OLIO Financial Planning | 1,611 | +56 | $638.5K | +$85.7K | 3.6% |
| Kestra Investment Management, LLC | 1,015 | +122 | $402.3K | +$84.8K | 13.7% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1,586 | +56 | $628.5K | +$84.7K | 3.7% |
| Solutions 4 Wealth, Ltd | 887 | +136 | $351.5K | +$84.6K | 18.1% |
| Castleview Partners, LLC | 1,536 | +59 | $608.7K | +$83.7K | 4.0% |
| Osprey Private Wealth LLC | 725 | +150 | $287.3K | +$82.9K | 26.1% |
| All Terrain Financial Advisors, LLC | 1,901 | +14 | $753.4K | +$82.6K | 0.7% |
| WEALTH EFFECTS LLC | 1,474 | +63 | $584.2K | +$82.6K | 4.5% |
| Ackerman Capital Advisors, LLC | 855 | +134 | $338.8K | +$82.6K | 18.6% |
| Walker Asset Management, LLC | 1,144 | +99 | $453.4K | +$81.9K | 9.5% |
| BURNEY CO/ | 1,176 | +92 | $466.1K | +$80.7K | 8.5% |
| Davis Capital Management | 234 | +200 | $92.7K | +$80.7K | 588.2% |
| Eldridge Investment Advisors, Inc. | 1,437 | +61 | $569.5K | +$80.4K | 4.4% |
| Cypress Wealth Services, LLC | 1,641 | +35 | $650.3K | +$79.5K | 2.2% |
| KG&L Capital Management,LLC | 1,741 | +22 | $690.0K | +$78.9K | 1.3% |
| RDA Financial Network | 1,364 | +65 | $540.6K | +$78.8K | 5.0% |
| Barden Capital Management, Inc. | 757 | +133 | $300.0K | +$78.2K | 21.3% |
| Capstone Financial Advisors, Inc. | 1,617 | +34 | $640.8K | +$78.1K | 2.1% |
| Baring Financial LLC | 873 | +119 | $346.0K | +$78.0K | 15.8% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 211 | +195 | $83.6K | +$77.9K | 1218.8% |
| Root Financial Partners, LLC | 1,318 | +66 | $522.3K | +$77.3K | 5.3% |
| AVAII WEALTH MANAGEMENT, LLC | 1,610 | +32 | $637.9K | +$77.1K | 2.0% |
| HARMONY ASSET MANAGEMENT LLC | 933 | +109 | $369.6K | +$76.8K | 13.2% |
| Helen Stephens Group, LLC | 1,736 | +15 | $688.0K | +$76.2K | 0.9% |
| Liberty Capital Management, Inc. | 1,600 | +30 | $634.1K | +$76.0K | 1.9% |
| SITTNER & NELSON, LLC | 394 | +99 | $179.5K | +$74.6K | 33.5% |
| William Mack & Associates, Inc. | 760 | +15 | $301.2K | +$74.1K | 2.0% |
| Cascade Investment Advisors, Inc. | 793 | +115 | $314.3K | +$73.3K | 17.0% |
| Lewis Asset Management, LLC | 1,313 | +55 | $520.4K | +$73.2K | 4.4% |
| Marks Group Wealth Management, Inc | 1,441 | +37 | $571.1K | +$72.0K | 2.6% |
| Valtinson Bruner Financial Planning LLC | 1,375 | +44 | $544.9K | +$71.8K | 3.3% |
| Fortitude Advisory Group L.L.C. | 1,689 | +1 | $669.4K | +$69.3K | 0.1% |
| Colonial River Wealth Management, LLC | 759 | +103 | $300.8K | +$67.6K | 15.7% |
| Human Investing LLC | 1,589 | +7 | $629.7K | +$67.4K | 0.4% |
| POWER WEALTH MANAGEMENT LLC | 718 | +107 | $284.6K | +$67.4K | 17.5% |
| Pachira Investments Inc. | 684 | +110 | $271.1K | +$67.0K | 19.2% |
| MB Generational Wealth, LLC | 1,195 | +51 | $473.6K | +$66.9K | 4.5% |
| MAGNOLIA CAPITAL ADVISORS LLC | 680 | +109 | $269.5K | +$66.5K | 19.1% |
| Financial Network Wealth Advisors LLC | 722 | +103 | $286.1K | +$66.1K | 16.6% |
| DURANTE & WATERS, LLC | 1,575 | +5 | $624.2K | +$66.1K | 0.3% |
| Strategic Family Wealth Counselors, L.L.C. | 778 | +5 | $340.2K | +$65.4K | 0.6% |
| WEBSTER BANK, N. A. | 1,505 | +10 | $596.4K | +$65.0K | 0.7% |
| Leisure Capital Management | 1,371 | +25 | $543.3K | +$64.9K | 1.9% |
| Ellenbecker Investment Group | 1,321 | +30 | $523.5K | +$64.6K | 2.3% |
| TFC Financial Management, Inc. | 320 | +145 | $126.8K | +$64.6K | 82.8% |
| Fortress Wealth Group, LLC | 701 | +19 | $311.9K | +$64.5K | 2.8% |
| Wick Capital Partners, LLC | 106,413 | +104,839 | $623.8K | +$64.3K | 6660.7% |
| PRINCETON CAPITAL MANAGEMENT LLC | 809 | +86 | $320.6K | +$63.6K | 11.9% |
| Willis Johnson & Associates, Inc. | 1,409 | +17 | $558.3K | +$63.6K | 1.2% |
| PRUDENT INVESTORS NETWORK, INC. | 818 | +84 | $324.2K | +$63.3K | 11.4% |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 890 | +75 | $352.7K | +$63.0K | 9.2% |
| L.K. Benson & Company, P.C. | 1,143 | +45 | $453.0K | +$62.7K | 4.1% |
| Magnolia Private Wealth, LLC | 1,428 | +12 | $565.9K | +$62.6K | 0.8% |
| Prepared Retirement Institute LLC | 1,328 | +21 | $526.3K | +$61.7K | 1.6% |
| WINCAP FINANCIAL LLC | 1,300 | +21 | $515.2K | +$60.6K | 1.6% |
| GAMMA Investing LLC | 690 | +91 | $273.5K | +$60.5K | 15.2% |
| EQ WEALTH ADVISORS, LLC | 918 | +61 | $363.8K | +$59.2K | 7.1% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,012 | +50 | $401.1K | +$59.1K | 5.2% |
| Beacon Financial Advisory LLC | 941 | +58 | $372.9K | +$59.0K | 6.6% |
| Argyle Capital Partners, LLC | 1,041 | +46 | $412.6K | +$58.9K | 4.6% |
| Howard Capital Management Group, LLC | 457 | +112 | $181.1K | +$58.5K | 32.5% |
| Pathway Financial Advisers, LLC | 1,005 | +41 | $398.4K | +$57.4K | 4.3% |
| Novak & Powell Financial Services, Inc. | 987 | +48 | $391.2K | +$57.4K | 5.1% |
| Forefront Wealth Partners, LLC | 902 | +57 | $357.5K | +$57.1K | 6.7% |
| 4WEALTH ADVISORS, INC. | 767 | +72 | $304.0K | +$56.9K | 10.3% |
| Abound Wealth Management | 166 | +141 | $65.8K | +$56.9K | 564.0% |
| NICOLET BANKSHARES INC | 1,218 | +20 | $482.7K | +$56.9K | 1.7% |
| Vermillion Wealth Management, Inc. | 814 | +64 | $322.6K | +$56.0K | 8.5% |
| Concord Wealth Partners | 590 | +87 | $233.7K | +$54.8K | 17.3% |
| Roxbury Financial LLC | 296 | +120 | $117.3K | +$54.7K | 68.2% |
| Gainplan LLC | 954 | +42 | $378.1K | +$53.9K | 4.6% |
| Stone House Investment Management, LLC | 665 | +75 | $263.5K | +$53.8K | 12.7% |
| WestHill Financial Advisors, Inc. | 856 | +53 | $339.2K | +$53.8K | 6.6% |
| MATRIX ASSET ADVISORS INC/NY | 1,075 | +27 | $426.0K | +$53.5K | 2.6% |
| Cornell Pochily Investment Advisors, Inc. | 1,226 | +9 | $485.9K | +$53.3K | 0.7% |
| ENDEAVOR PRIVATE WEALTH, INC. | 775 | +60 | $307.1K | +$53.0K | 8.4% |
| PFS Partners, LLC | 1,078 | +25 | $427.2K | +$52.9K | 2.4% |
| 1620 INVESTMENT ADVISORS, INC. | 1,105 | +21 | $437.9K | +$52.6K | 1.9% |
| Cottage Street Advisors LLC | 843 | +51 | $334.1K | +$52.6K | 6.4% |
| RAM Investment Partners, LLC | 1,109 | +15 | $439.5K | +$50.6K | 1.4% |
| Great Lakes Retirement, Inc. | 1,045 | +19 | $414.1K | +$49.4K | 1.9% |
| TLWM | 1,050 | +17 | $416.1K | +$48.9K | 1.6% |
| United Capital Management of KS, Inc. | 1,066 | +14 | $422.5K | +$48.5K | 1.3% |
| Financial Perspectives, Inc | 838 | +40 | $332.1K | +$48.4K | 5.0% |
| Wealth Watch Advisors, INC | 156 | +117 | $61.8K | +$48.0K | 300.0% |
| Boston Standard Wealth Management, LLC | 946 | +26 | $374.9K | +$47.9K | 2.8% |
| Wealth Management Strategies, Inc. | 643 | +60 | $254.8K | +$47.6K | 10.3% |
| McDonough Capital Management, Inc | 762 | +46 | $302.0K | +$47.5K | 6.4% |
| Stephenson & Company, Inc. | 1,100 | +6 | $435.9K | +$47.1K | 0.5% |
| Core Wealth Partners LLC | 1,139 | +1 | $451.4K | +$46.9K | 0.1% |
| Summit Investment Advisory Services, LLC | 786 | +40 | $311.5K | +$46.3K | 5.4% |
| Horrell Capital Management, Inc. | 1,081 | +6 | $428.4K | +$46.3K | 0.6% |
| MJT & Associates Financial Advisory Group, Inc. | 210 | +105 | $83.2K | +$45.9K | 100.0% |
| Synergy Investment Management, LLC | 712 | +45 | $282.2K | +$45.1K | 6.7% |
| Capital Investment Counsel, LLC | 783 | +35 | $310.3K | +$44.4K | 4.7% |
| First Western Trust Bank | 812 | +30 | $321.8K | +$43.8K | 3.8% |
| Horst & Graben Wealth Management LLC | 987 | +8 | $391.2K | +$43.2K | 0.8% |
| Park Square Financial Group, LLC | 1,883 | +480 | $455.9K | -$42.8K | 34.2% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 888 | +18 | $351.9K | +$42.7K | 2.1% |
| Bangor Savings Bank | 511 | +61 | $202.5K | +$42.6K | 13.6% |
| Ambassador Advisors, LLC | 765 | +31 | $303.2K | +$42.3K | 4.2% |
| Team Financial Group, LLC | 141 | +100 | $55.9K | +$41.3K | 243.9% |
| SLT Holdings LLC | 889 | +13 | $352.3K | +$40.9K | 1.5% |
| Center for Financial Planning, Inc. | 804 | +22 | $318.6K | +$40.7K | 2.8% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 772 | +25 | $306.0K | +$40.4K | 3.3% |
| BROADWATER CAPITAL MANAGEMENT LLC | 18,398 | +17,985 | $132.8K | +$39.9K | 4354.7% |
| True Vision MN LLC | 768 | +24 | $304.4K | +$39.9K | 3.2% |
| BYRNE FINANCIAL FREEDOM, LLC | 619 | +39 | $245.3K | +$39.1K | 6.7% |
| Plancorp, LLC | 912 | +5 | $361.4K | +$39.0K | 0.6% |
| Tanager Wealth Management LLP | 930 | +1 | $368.6K | +$38.3K | 0.1% |
| Financial Security Advisor, Inc. | 853 | +9 | $338.1K | +$38.0K | 1.1% |
| DELTA ASSET MANAGEMENT LLC/TN | 870 | +5 | $344.8K | +$37.3K | 0.6% |
| AA Financial Advisors, LLC | 661 | +28 | $262.0K | +$36.9K | 4.4% |
| MONEYWISE, INC. | 785 | +10 | $311.1K | +$35.6K | 1.3% |
| Thrivent Financial for Lutherans | 121,995 | +85,117 | $48.4K | +$35.3K | 230.8% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 467 | +45 | $185.1K | +$35.1K | 10.7% |
| October Effect Ltd | 728 | +15 | $288.5K | +$35.1K | 2.1% |
| EVERMAY WEALTH MANAGEMENT LLC | 550 | +35 | $218.0K | +$34.9K | 6.8% |
| Addison Advisors LLC | 338 | +57 | $134.0K | +$34.1K | 20.3% |
| NORDEN GROUP LLC | 667 | +18 | $264.3K | +$33.6K | 2.8% |
| Northern Capital Management, Inc. | 693 | +13 | $274.6K | +$32.9K | 1.9% |
| Gallagher Fiduciary Advisors, LLC | 776 | +3 | $307.5K | +$32.8K | 0.4% |
| FLP Wealth Management, LLC | 16,645 | +2,782 | $226.7K | +$32.6K | 20.1% |
| Lummis Asset Management, LP | 600 | +20 | $237.8K | +$31.6K | 3.4% |
| Smallwood Wealth Investment Management, LLC | 525 | +26 | $208.1K | +$30.7K | 5.2% |
| ODonnell Financial Services, LLC | 663 | +10 | $262.8K | +$30.6K | 1.5% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 702 | +5 | $278.2K | +$30.4K | 0.7% |
| Slocum, Gordon & Co LLP | 630 | +12 | $249.7K | +$30.0K | 1.9% |
| Cherry Tree Wealth Management, LLC | 410 | +32 | $162.5K | +$28.1K | 8.5% |
| Operose Advisors LLC | 653 | +2 | $258.8K | +$27.4K | 0.3% |
| New Millennium Group LLC | 190 | +53 | $75.3K | +$26.6K | 38.7% |
| Security Financial Services, INC. | 586 | +4 | $232.2K | +$25.4K | 0.7% |
| Foundry Financial Group, Inc. | 577 | +5 | $228.7K | +$25.3K | 0.9% |
| Elgethun Capital Management | 616 | +1 | $244.1K | +$25.0K | 0.2% |
| Field & Main Bank | 521 | +5 | $206.5K | +$23.1K | 1.0% |
| TD Capital Management LLC | 394 | +19 | $156.1K | +$22.8K | 5.1% |
| New England Capital Financial Advisors LLC | 458 | +11 | $181.6K | +$22.7K | 2.5% |
| Weitzel Financial Services, Inc. | 785 | +20 | $312.6K | +$21.8K | 2.6% |
| Missouri Trust & Investment Co | 386 | +16 | $153.0K | +$21.5K | 4.3% |
| Greenwich Wealth Management LLC | 56,500 | +52,702 | $22.4K | +$21.0K | 1387.6% |
| Hughes Financial Services, LLC | 667 | +22 | $264.3K | +$20.3K | 3.4% |
| Triumph Capital Management | 418 | +8 | $165.7K | +$19.9K | 1.9% |
| VISION FINANCIAL MARKETS LLC | 430 | +5 | $170.4K | +$19.3K | 1.2% |
| Compass Financial Services Inc | 122 | +40 | $48.4K | +$19.2K | 48.8% |
| CWM, LLC | 380,100 | +8,487 | $150.6K | +$18.5K | 2.3% |
| Murphy & Mullick Capital Management Corp | 147 | +35 | $58.3K | +$18.2K | 31.3% |
| Crews Bank & Trust | 293 | +15 | $116.1K | +$17.3K | 5.4% |
| Steigerwald, Gordon & Koch Inc. | 112 | +25 | $44.4K | +$13.5K | 28.7% |
| Bank of Jackson Hole Trust | 92 | +12 | $36.5K | +$8.0K | 15.0% |
| Destination Wealth Management | 1,242 | +30 | $396.5K | -$5.3K | 2.5% |
| Avion Wealth | 13,190 | +11,801 | $5.2K | +$4.7K | 849.6% |
| Bernard Wealth Management Corp. | 71 | +5 | $28.1K | +$4.7K | 7.6% |
| BESSEMER GROUP INC | 38,391 | +7,853 | $15.2K | +$4.4K | 25.7% |
| Arete Wealth Advisors, LLC | 30,082 | +6,084 | $11.9K | +$3.4K | 25.4% |
| 4Thought Financial Group Inc. | 82 | +1 | $32.3K | +$3.4K | 1.2% |
| WEDBUSH SECURITIES INC | 26,549 | +3,285 | $10.5K | +$2.3K | 14.1% |
| Tower Research Capital LLC (TRC) | 9 | +5 | $3.6K | +$2.1K | 125.0% |
| Betterment LLC | 12,655 | +3,845 | $5.0K | +$1.9K | 43.6% |
| CENTAURUS FINANCIAL, INC. | 42,037 | +273 | $16.7K | +$1.8K | 0.7% |
| Q3 Asset Management | 5,679 | +3,764 | $2.3K | +$1.6K | 196.6% |
| Harvest Fund Management Co., Ltd | 28,261 | +722 | $11.2K | +$1.4K | 2.6% |
| Daiwa Securities Group Inc. | 14,100 | +800 | $5.6K | +$860 | 6.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 10,471 | +771 | $4.1K | +$701 | 7.9% |
| King Wealth | 2,896 | +1,393 | $1.1K | +$614 | 92.7% |
| LaSalle St. Investment Advisors, LLC | 6,014 | +856 | $2.4K | +$550 | 16.6% |
| Aspen Investment Management Inc | 7,111 | +593 | $2.8K | +$501 | 9.1% |
| VALLEY NATIONAL ADVISERS INC | 7,377 | +413 | $2.9K | +$448 | 5.9% |
| HAZLETT, BURT & WATSON, INC. | 3,145 | +834 | $1.2K | +$427 | 36.1% |
| Winthrop Capital Management, LLC | 4,464 | +562 | $1.8K | +$382 | 14.4% |
| APPLETON PARTNERS INC/MA | 4,141 | +591 | $1.6K | +$379 | 16.6% |
| LVM CAPITAL MANAGEMENT LTD/MI | 7,575 | +50 | $3.0K | +$323 | 0.7% |
| CX Institutional | 4,065 | +198 | $1.6K | +$236 | 5.1% |
| Coston, McIsaac & Partners | 1,290 | +405 | $511 | +$197 | 45.8% |
| Capital Advisors, Ltd. LLC | 3,288 | +137 | $1.3K | +$183 | 4.3% |
| TSFG, LLC | 3,546 | +20 | $1.4K | +$152 | 0.6% |
| Financial Network Wealth Management LLC | 6,906 | +13 | $2.7K | +$128 | 0.2% |
| Wood Tarver Financial Group, LLC | 1,153 | +205 | $456 | +$120 | 21.6% |
| Eagle Capital Management, LLC | 1,974 | +102 | $782 | +$117 | 5.4% |
| Covestor Ltd | 584 | +209 | $232 | +$98 | 55.7% |
| Centerpoint Advisors, LLC | 1,580 | +80 | $626 | +$93 | 5.3% |
| Mathes Company, Inc. | 1,495 | +60 | $592 | +$82 | 4.2% |
| USAdvisors Wealth Management, LLC | 1,242 | +72 | $492 | +$77 | 6.2% |
| Opus Capital Group, LLC | 1,118 | +30 | $443 | +$56 | 2.8% |
| Summit Global Investments | 985 | +4 | $390 | +$41 | 0.4% |
| Navigoe, LLC | 48 | +8 | $19 | +$5 | 20.0% |