13F QoQ Ownership Changes
GLDW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 178 new · 325 added · 351 reduced · 66 exited
New Positions(178)
Added To(325)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 7,913,715 | +2,785,608 | $675.6M | +$283.6M | 54.3% |
| MORGAN STANLEY | 10,562,081 | +1,943,672 | $901.7M | +$242.8M | 22.6% |
| BANK OF AMERICA CORP /DE/ | 7,659,557 | +292,261 | $653.9M | +$90.7M | 4.0% |
| EVOKE WEALTH, LLC | 7,374,785 | +123,123 | $629.6M | +$75.2M | 1.7% |
| Empower Advisory Group, LLC | 5,868,543 | +213,149 | $501.0M | +$68.6M | 3.8% |
| GOLDMAN SACHS GROUP INC | 789,755 | +749,763 | $67.4M | +$64.4M | 1874.8% |
| Resona Asset Management Co.,Ltd. | 2,229,600 | +490,600 | $191.3M | +$59.4M | 28.2% |
| STATE STREET CORP | 3,065,944 | +363,116 | $261.7M | +$55.1M | 13.4% |
| Evergreen Quality Fund GP, Ltd. | 2,587,215 | +374,500 | $220.9M | +$51.7M | 16.9% |
| Creative Planning | 557,259 | +512,683 | $47.6M | +$44.2M | 1150.1% |
| AMERIPRISE FINANCIAL INC | 2,870,368 | +203,183 | $245.1M | +$41.2M | 7.6% |
| UBS Group AG | 3,412,428 | +96,624 | $291.3M | +$37.8M | 2.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,654,569 | +204,379 | $141.3M | +$30.4M | 14.1% |
| Wealthfront Advisers LLC | 353,855 | +332,515 | $30.2M | +$28.6M | 1558.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 303,017 | +4,392 | $25.9M | +$25.8M | 1.5% |
| RAYMOND JAMES FINANCIAL INC | 1,076,318 | +182,237 | $91.9M | +$23.5M | 20.4% |
| ASSETMARK, INC | 557,735 | +235,004 | $47.6M | +$22.9M | 72.8% |
| US BANCORP \DE\ | 909,603 | +172,070 | $77.7M | +$21.3M | 23.3% |
| OVERSEA-CHINESE BANKING Corp Ltd | 656,114 | +189,467 | $56.0M | +$20.3M | 40.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 618,927 | +171,986 | $52.8M | +$18.7M | 38.5% |
| Gradient Investments LLC | 1,101,614 | +108,775 | $94.0M | +$18.1M | 10.9% |
| ENVESTNET ASSET MANAGEMENT INC | 1,243,004 | +66,227 | $106.1M | +$16.2M | 5.6% |
| Empowered Funds, LLC | 171,870 | +157,144 | $14.7M | +$13.5M | 1067.1% |
| Equitable Holdings, Inc. | 815,693 | +80,338 | $69.6M | +$13.4M | 10.9% |
| HighTower Advisors, LLC | 1,335,584 | +17,412 | $114.0M | +$13.2M | 1.3% |
| Farther Finance Advisors, LLC | 635,706 | +94,239 | $54.3M | +$12.9M | 17.4% |
| Evercore Wealth Management, LLC | 353,898 | +102,141 | $30.2M | +$11.0M | 40.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 455,037 | +85,476 | $38.8M | +$10.6M | 23.1% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 126,126 | +122,483 | $10.8M | +$10.5M | 3362.1% |
| Cresset Asset Management, LLC | 618,294 | +59,324 | $52.8M | +$10.1M | 10.6% |
| AE Wealth Management LLC | 330,650 | +89,313 | $28.2M | +$9.8M | 37.0% |
| Peak Retirement Planning, Inc. | 178,128 | +83,139 | $15.2M | +$9.2M | 87.5% |
| Private Advisor Group, LLC | 924,614 | +10,119 | $78.9M | +$9.0M | 1.1% |
| Bank of New York Mellon Corp | 840,575 | +19,791 | $71.8M | +$9.0M | 2.4% |
| JOURNEY STRATEGIC WEALTH LLC | 211,374 | +82,245 | $18.0M | +$8.2M | 63.7% |
| TUDOR INVESTMENT CORP ET AL | 89,712 | +86,217 | $7.7M | +$7.4M | 2466.9% |
| SBI Securities Co., Ltd. | 533,574 | +34,331 | $45.6M | +$7.4M | 6.9% |
| NEPC LLC | 634,975 | +20,110 | $54.2M | +$7.2M | 3.3% |
| Mirae Asset Global Investments Co., Ltd. | 302,700 | +55,000 | $25.8M | +$6.9M | 22.2% |
| BANK OF NOVA SCOTIA | 262,000 | +57,400 | $22.4M | +$6.7M | 28.1% |
| Quantum Financial Advisors, LLC | 166,254 | +65,929 | $14.2M | +$6.5M | 65.7% |
| AQR CAPITAL MANAGEMENT LLC | 132,339 | +66,314 | $11.3M | +$6.3M | 100.4% |
| Diversify Advisory Services, LLC | 490,467 | +6,306 | $44.5M | +$6.1M | 1.3% |
| KWB Wealth | 127,227 | +43,349 | $10.9M | +$5.4M | 51.7% |
| CONTINUUM WEALTH ADVISORS, LLC | 277,224 | +32,009 | $23.7M | +$4.9M | 13.1% |
| KPP Advisory Services LLC | 94,388 | +51,840 | $8.1M | +$4.8M | 121.8% |
| Mission Creek Capital Partners, Inc. | 386,065 | +17,271 | $33.0M | +$4.8M | 4.7% |
| CI INVESTMENTS INC. | 55,034 | +7,500 | $4.7M | +$4.7M | 15.8% |
| INSPIRION WEALTH ADVISORS, LLC | 113,109 | +14,734 | $9.7M | +$4.5M | 15.0% |
| SENTINEL PENSION ADVISORS, LLC | 398,731 | +12,089 | $34.0M | +$4.5M | 3.1% |
| Mariner, LLC | 348,473 | +17,423 | $29.7M | +$4.4M | 5.3% |
| Bangor Savings Bank | 439,063 | +2,535 | $37.5M | +$4.1M | 0.6% |
| IHT Wealth Management, LLC | 184,819 | +27,051 | $16.0M | +$3.9M | 17.1% |
| DeDora Capital, Inc. | 54,664 | +43,029 | $4.7M | +$3.8M | 369.8% |
| MML INVESTORS SERVICES, LLC | 264,126 | +15,944 | $22.5M | +$3.6M | 6.4% |
| Corient Private Wealth LLC | 346,996 | +5,077 | $29.6M | +$3.5M | 1.5% |
| China Universal Asset Management Co., Ltd. | 206,200 | +17,000 | $17.6M | +$3.1M | 9.0% |
| INTEGRITY ALLIANCE, LLC. | 88,961 | +29,713 | $7.6M | +$3.1M | 50.1% |
| Tidemark, LLC | 120,980 | +25,053 | $10.3M | +$3.0M | 26.1% |
| &PARTNERS | 222,241 | +10,718 | $19.1M | +$2.9M | 5.1% |
| Austin Wealth Management, LLC | 286,479 | +9,720 | $25.4M | +$2.9M | 3.5% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 66,900 | +29,700 | $5.7M | +$2.9M | 79.8% |
| NWAM LLC | 54,180 | +33,285 | $4.5M | +$2.8M | 159.3% |
| Wealthcare Advisory Partners LLC | 172,716 | +14,088 | $14.7M | +$2.6M | 8.9% |
| Advisory Services Network, LLC | 87,371 | +23,444 | $7.5M | +$2.6M | 36.7% |
| Quent Capital, LLC | 176,274 | +12,046 | $15.0M | +$2.5M | 7.3% |
| Brookstone Capital Management | 84,302 | +21,937 | $7.2M | +$2.4M | 35.2% |
| NavPoint Financial, Inc. | 255,101 | +1,541 | $21.8M | +$2.4M | 0.6% |
| NewEdge Advisors, LLC | 198,956 | +5,434 | $17.0M | +$2.2M | 2.8% |
| CoreCap Advisors, LLC | 212,595 | +3,707 | $18.1M | +$2.2M | 1.8% |
| Kestra Advisory Services, LLC | 161,119 | +8,599 | $13.8M | +$2.1M | 5.6% |
| Walkner Condon Financial Advisors LLC | 125,309 | +12,696 | $10.7M | +$2.1M | 11.3% |
| CreativeOne Wealth, LLC | 106,292 | +14,794 | $9.1M | +$2.1M | 16.2% |
| ALTFEST L J & CO INC | 209,138 | +1,750 | $17.9M | +$2.0M | 0.8% |
| JONES FINANCIAL COMPANIES LLLP | 73,033 | +16,191 | $6.2M | +$2.0M | 28.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 183,346 | +4,086 | $15.7M | +$1.9M | 2.3% |
| Wealthspire Advisors, LLC | 31,829 | +21,499 | $2.7M | +$1.9M | 208.1% |
| Buck Wealth Strategies, LLC | 159,072 | +6,425 | $13.6M | +$1.9M | 4.2% |
| Larson Financial Group LLC | 26,623 | +21,647 | $2.3M | +$1.9M | 435.0% |
| Orion Porfolio Solutions, LLC | 58,206 | +16,833 | $5.0M | +$1.8M | 40.7% |
| Sage Private Wealth Group, LLC | 173,877 | +3,251 | $14.8M | +$1.8M | 1.9% |
| StoneX Group Inc. | 124,169 | +6,727 | $10.7M | +$1.7M | 5.7% |
| STANSBERRY ASSET MANAGEMENT, LLC | 73,802 | +13,403 | $6.3M | +$1.7M | 22.2% |
| ENTREWEALTH, LLC | 67,258 | +2,447 | $6.6M | +$1.6M | 3.8% |
| CITADEL ADVISORS LLC | 162,389 | +2,510 | $13.9M | +$1.6M | 1.6% |
| FRANKLIN RESOURCES INC | 65,787 | +13,704 | $5.6M | +$1.6M | 26.3% |
| Relyea Zuckerberg Hanson LLC | 55,428 | +14,340 | $4.7M | +$1.6M | 34.9% |
| Fiduciary Trust Co | 24,468 | +17,808 | $2.1M | +$1.6M | 267.4% |
| New Perspectives, Inc | 159,511 | +1,708 | $13.6M | +$1.6M | 1.1% |
| PFG Advisors | 103,105 | +6,985 | $8.8M | +$1.5M | 7.3% |
| B.O.S.S. Retirement Advisors, LLC | 22,389 | +16,274 | $1.9M | +$1.4M | 266.1% |
| Aptus Capital Advisors, LLC | 86,793 | +8,419 | $7.4M | +$1.4M | 10.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 65,779 | +10,365 | $5.6M | +$1.4M | 18.7% |
| AMG National Trust Bank | 59,683 | +10,520 | $5.1M | +$1.3M | 21.4% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 97,424 | +5,948 | $8.3M | +$1.3M | 6.5% |
| Western Wealth Management, LLC | 37,130 | +12,599 | $3.2M | +$1.3M | 51.4% |
| Rakuten Securities, Inc. | 29,924 | +12,738 | $2.6M | +$1.2M | 74.1% |
| COMERICA BANK | 81,670 | +6,330 | $7.0M | +$1.2M | 8.4% |
| Sage Mountain Advisors LLC | 26,193 | +12,337 | $2.2M | +$1.2M | 89.0% |
| ELEMENT POINTE ADVISORS, LLC | 92,679 | +3,970 | $7.9M | +$1.1M | 4.5% |
| Horst & Graben Wealth Management LLC | 115,886 | +1,241 | $9.9M | +$1.1M | 1.1% |
| Financial Guidance Group, Inc. | 81,256 | +5,034 | $6.9M | +$1.1M | 6.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 69,562 | +5,553 | $5.9M | +$1.0M | 8.7% |
| Purus Wealth Management, LLC | 101,195 | +1,695 | $8.6M | +$1.0M | 1.7% |
| WCG Wealth Advisors LLC | 27,437 | +10,220 | $2.3M | +$1.0M | 59.4% |
| Main Street Financial Solutions, LLC | 102,029 | +1,371 | $8.7M | +$1.0M | 1.4% |
| Integrated Advisors Network LLC | 74,162 | +3,974 | $6.3M | +$965.3K | 5.7% |
| Glenview Trust co | 86,225 | +2,125 | $7.4M | +$931.6K | 2.5% |
| Compass Wealth Management, LLC/GA | 66,022 | +4,243 | $5.6M | +$913.3K | 6.9% |
| BRIGHT FINANCIAL ADVISORS, INC. | 84,788 | +1,954 | $7.2M | +$905.7K | 2.4% |
| Archford Capital Strategies, LLC | 90,406 | +1,263 | $7.7M | +$903.0K | 1.4% |
| Marex Group plc | 48,989 | +6,047 | $4.2M | +$899.3K | 14.1% |
| Ashton Thomas Private Wealth, LLC | 43,384 | +6,681 | $3.7M | +$897.7K | 18.2% |
| Detalus Advisors, LLC | 91,889 | +886 | $7.8M | +$887.4K | 1.0% |
| Compass Ion Advisors, LLC | 60,535 | +4,435 | $5.2M | +$879.0K | 7.9% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 91,213 | +622 | $7.8M | +$861.2K | 0.7% |
| Beaumont Financial Advisors, LLC | 95,584 | +1 | $8.2M | +$852.7K | 0.0% |
| BlackDiamond Wealth Management, LLC | 33,484 | +217 | $3.4M | +$824.6K | 0.7% |
| Caitlin John, LLC | 27,107 | +7,528 | $2.3M | +$817.3K | 38.4% |
| Collaborative Wealth Managment Inc. | 32,398 | +6,746 | $2.8M | +$804.7K | 26.3% |
| CABOT WEALTH MANAGEMENT INC | 73,794 | +1,598 | $6.3M | +$780.4K | 2.2% |
| HARBOUR INVESTMENTS, INC. | 60,740 | +3,009 | $5.2M | +$771.8K | 5.2% |
| Quest 10 Wealth Builders, Inc. | 9,232 | +8,723 | $788.1K | +$751.6K | 1713.8% |
| Vantage Point Financial LLC | 32,671 | +5,925 | $2.8M | +$744.4K | 22.1% |
| FINANCIAL LIFE ADVISORS | 76,657 | +363 | $6.5M | +$711.5K | 0.5% |
| Lifelong Wealth Advisors, Inc. | 19,595 | +6,948 | $1.7M | +$706.0K | 54.9% |
| BROWN BROTHERS HARRIMAN & CO | 53,314 | +2,967 | $4.6M | +$702.4K | 5.9% |
| Hobbs Group Advisors, LLC | 55,657 | +2,486 | $4.8M | +$686.5K | 4.7% |
| Fisher Asset Management, LLC | 10,351 | +7,725 | $883.7K | +$682.9K | 294.2% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13,444 | +7,324 | $1.1M | +$679.8K | 119.7% |
| Blackston Financial Advisory Group, LLC | 13,329 | +10,576 | $883.6K | +$673.2K | 384.2% |
| Royal Harbor Partners, LLC | 67,891 | +880 | $5.8M | +$672.9K | 1.3% |
| Foundations Investment Advisors, LLC | 66,109 | +999 | $5.6M | +$666.1K | 1.5% |
| Patten Group, Inc. | 51,935 | +2,549 | $4.4M | +$658.1K | 5.2% |
| Seven Post Investment Office LP | 69,111 | +286 | $5.9M | +$638.3K | 0.4% |
| Lynx Investment Advisory | 69,650 | +222 | $5.9M | +$638.3K | 0.3% |
| Headlands Technologies LLC | 30,543 | +4,718 | $2.6M | +$633.1K | 18.3% |
| Welch Group, LLC | 21,040 | +5,729 | $1.8M | +$625.7K | 37.4% |
| Apollon Wealth Management, LLC | 23,292 | +5,184 | $2.0M | +$604.1K | 28.6% |
| Leo Wealth, LLC | 32,381 | +3,968 | $2.8M | +$592.2K | 14.0% |
| Choate Investment Advisors | 30,521 | +4,096 | $2.6M | +$585.4K | 15.5% |
| McNaughton Wealth Management, LLC | 53,254 | +1,397 | $4.5M | +$581.8K | 2.7% |
| Motiv8 Investments LLC | 8,415 | +823 | $718 | -$579.7K | 10.8% |
| Tennessee Valley Asset Management Partners | 49,164 | +1,657 | $4.2M | +$565.2K | 3.5% |
| Baker Ellis Asset Management LLC | 60,115 | +235 | $5.1M | +$554.2K | 0.4% |
| BROWN ADVISORY INC | 21,235 | +4,694 | $1.8M | +$548.3K | 28.4% |
| Legacy Capital Wealth Partners, LLC | 38,950 | +2,525 | $3.3M | +$540.5K | 6.9% |
| MidWestOne Financial Group, Inc. | 16,754 | +5,095 | $1.4M | +$539.0K | 43.7% |
| CHOREO, LLC | 48,980 | +948 | $4.2M | +$535.3K | 2.0% |
| UPTICK PARTNERS, LLC | 24,914 | +4,093 | $2.1M | +$535.1K | 19.6% |
| Shira Ridge Wealth Management | 45,235 | +1,647 | $3.9M | +$529.4K | 3.8% |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 23,979 | +4,115 | $2.0M | +$528.5K | 20.7% |
| MONECO Advisors, LLC | 55,038 | +401 | $4.7M | +$521.6K | 0.7% |
| WEALTH ALLIANCE, LLC | 9,052 | +5,689 | $772.8K | +$515.7K | 169.2% |
| Mills Wealth Advisors LLC | 43,029 | +1,627 | $3.7M | +$508.2K | 3.9% |
| KICKSTAND VENTURES, LLC. | 32,510 | +2,732 | $2.8M | +$498.9K | 9.2% |
| FORONJY FINANCIAL LLC | 19,024 | +4,125 | $1.6M | +$485.1K | 27.7% |
| Wealth Management Nebraska | 24,616 | +3,426 | $2.1M | +$481.5K | 16.2% |
| Savvy Advisors, Inc. | 71,234 | +66,408 | $849.4K | +$480.4K | 1376.0% |
| Wealthcare Capital Partners, LLC | 16,601 | +4,332 | $1.4M | +$479.3K | 35.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7,977 | +5,208 | $681.0K | +$469.3K | 188.1% |
| Bravias Capital Group, LLC | 24,773 | +3,060 | $2.1M | +$454.9K | 14.1% |
| Mutual Advisors, LLC | 42,245 | +3,317 | $3.6M | +$434.2K | 8.5% |
| Stonebridge Financial Group, LLC | 7,893 | +4,662 | $673.8K | +$426.8K | 144.3% |
| Valmark Advisers, Inc. | 40,552 | +820 | $3.5M | +$424.4K | 2.1% |
| YHB Investment Advisors, Inc. | 16,731 | +3,146 | $1.4M | +$389.8K | 23.1% |
| XY Planning Network, Inc. | 8,340 | +3,350 | $712.0K | +$385.0K | 67.1% |
| Smartleaf Asset Management LLC | 15,540 | +2,988 | $1.3M | +$383.2K | 23.8% |
| Milestones Private Investment Advisors LLC | 36,806 | +643 | $3.1M | +$377.5K | 1.8% |
| Gotham Asset Management, LLC | 34,823 | +766 | $3.0M | +$369.2K | 2.2% |
| Nova Wealth Management, Inc. | 13,283 | +3,153 | $1.1M | +$359.5K | 31.1% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 13,504 | +727 | $1.4M | +$356.6K | 5.7% |
| Millstone Evans Group, LLC | 6,499 | +3,822 | $554.8K | +$350.2K | 142.8% |
| Paladin Wealth, LLC | 18,288 | +2,367 | $1.6M | +$344.1K | 14.9% |
| Integrity Advisory Solutions, LLC | 7,748 | +3,589 | $661.4K | +$343.5K | 86.3% |
| Quartz Partners, LLC | 22,675 | +1,845 | $1.9M | +$343.3K | 8.8% |
| New England Private Wealth Advisors LLC | 36,862 | +179 | $3.1M | +$342.5K | 0.5% |
| Genesis Wealth Advisors, LLC | 32,341 | +622 | $2.8M | +$336.0K | 2.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 22,600 | +1,700 | $1.9M | +$331.6K | 8.1% |
| Brown Miller Wealth Management, LLC | 25,753 | +1,290 | $2.2M | +$328.3K | 5.3% |
| Clearview Wealth Advisors LLC | 10,572 | +3,030 | $902.5K | +$325.9K | 40.2% |
| Meridian Wealth Management, LLC | 13,382 | +2,654 | $1.1M | +$322.3K | 24.7% |
| Interchange Capital Partners, LLC | 14,485 | +2,422 | $1.2M | +$314.4K | 20.1% |
| Clearstead Advisors, LLC | 20,286 | +1,659 | $1.7M | +$307.8K | 8.9% |
| FLORIDA FINANCIAL ADVISORS, LLC | 9,447 | +2,834 | $806.5K | +$300.9K | 42.9% |
| GUGGENHEIM CAPITAL LLC | 25,340 | +924 | $2.2M | +$296.2K | 3.8% |
| CIBC WORLD MARKET INC. | 14,222 | +2,185 | $1.2M | +$293.9K | 18.1% |
| Signal Advisors Wealth, LLC | 13,123 | +2,081 | $1.1M | +$276.1K | 18.8% |
| Merkkuri Wealth Advisors LLC | 24,032 | +803 | $2.1M | +$275.8K | 3.5% |
| PDS Planning, Inc | 28,495 | +235 | $2.4M | +$272.1K | 0.8% |
| Cullen/Frost Bankers, Inc. | 15,647 | +1,707 | $1.3M | +$270.1K | 12.2% |
| Focus Financial Network, Inc. | 28,968 | +99 | $2.5M | +$266.0K | 0.3% |
| Heritage Wealth Advisors | 22,789 | +814 | $1.9M | +$265.5K | 3.7% |
| Aspetuck Financial Management LLC | 28,295 | +162 | $2.4M | +$264.8K | 0.6% |
| Integrated Wealth Concepts LLC | 15,852 | +1,513 | $1.4M | +$257.1K | 10.6% |
| Range Financial Group LLC | 5,345 | +2,600 | $456.3K | +$246.4K | 94.7% |
| Freestone Capital Holdings, LLC | 20,936 | +770 | $1.8M | +$245.6K | 3.8% |
| Gen-Wealth Partners Inc | 9,704 | +2,076 | $828.4K | +$245.3K | 27.2% |
| One Charles Private Wealth Services, LLC | 25,976 | +120 | $2.2M | +$240.9K | 0.5% |
| Richard Bernstein Advisors LLC | 20,984 | +696 | $1.8M | +$240.4K | 3.4% |
| Waverly Advisors, LLC | 18,128 | +1,009 | $1.5M | +$238.8K | 5.9% |
| Copia Wealth Management | 16,061 | +1,134 | $1.4M | +$230.0K | 7.6% |
| PECAUT & CO. | 21,381 | +418 | $1.8M | +$222.7K | 2.0% |
| CIBC Private Wealth Group LLC | 22,470 | +245 | $1.9M | +$219.2K | 1.1% |
| Able Wealth Management LLC | 6,703 | +2,001 | $572.2K | +$212.7K | 42.5% |
| Petix & Botte Co | 19,500 | +456 | $1.7M | +$208.8K | 2.4% |
| RMR Wealth Builders | 8,323 | +1,707 | $710.5K | +$204.7K | 25.8% |
| Patriot Financial Group Insurance Agency, LLC | 13,779 | +1,066 | $1.2M | +$204.4K | 8.4% |
| Robinson Value Management, Ltd. | 21,899 | +63 | $1.9M | +$200.2K | 0.3% |
| M1 Capital Management LLC | 14,778 | +875 | $1.3M | +$198.8K | 6.3% |
| Alpha Cubed Investments, LLC | 16,701 | +650 | $1.4M | +$198.7K | 4.0% |
| WealthPLAN Partners, LLC | 15,412 | +796 | $1.3M | +$198.3K | 5.4% |
| Strategic Blueprint, LLC | 10,006 | +1,417 | $854.2K | +$197.6K | 16.5% |
| FMR LLC | 12,139 | +1,164 | $1.0M | +$197.3K | 10.6% |
| HOLLENCREST CAPITAL MANAGEMENT | 21,905 | +3 | $1.9M | +$195.6K | 0.0% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 9,545 | +1,441 | $814.9K | +$195.3K | 17.8% |
| Kendall Capital Management | 17,245 | +536 | $1.5M | +$194.8K | 3.2% |
| Diligent Investors, LLC | 19,011 | +300 | $1.6M | +$192.5K | 1.6% |
| Frederick Financial Consultants, LLC | 15,035 | +758 | $1.3M | +$192.0K | 5.3% |
| Capital Management Associates, Inc | 15,247 | +592 | $1.3M | +$181.3K | 4.0% |
| Pacific Capital Wealth Advisors, Inc. | 4,919 | +1,789 | $419.9K | +$180.6K | 57.1% |
| S. R. Schill & Associates | 17,600 | +280 | $1.5M | +$178.4K | 1.6% |
| Concurrent Investment Advisors, LLC | 8,051 | +1,390 | $687.3K | +$178.1K | 20.9% |
| Arkadios Wealth Advisors | 9,556 | +1,208 | $815.8K | +$177.6K | 14.5% |
| Clear Creek Financial Management, LLC | 7,406 | +1,439 | $632.3K | +$176.1K | 24.1% |
| Arax Advisory Partners | 3,561 | +1,851 | $306.0K | +$175.2K | 108.2% |
| Eldridge Investment Advisors, Inc. | 6,862 | +1,480 | $585.8K | +$174.4K | 27.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10,457 | +1,012 | $892.7K | +$170.6K | 10.7% |
| Catalina Capital Group, LLC | 7,777 | +1,286 | $663.9K | +$167.7K | 19.8% |
| OneAscent Financial Services LLC | 4,842 | +1,625 | $413.4K | +$167.4K | 50.5% |
| Net Worth Advisory Group | 4,357 | +1,661 | $372.0K | +$165.8K | 61.6% |
| Valtinson Bruner Financial Planning LLC | 14,122 | +435 | $1.2M | +$159.2K | 3.2% |
| Gerber Kawasaki Wealth & Investment Management | 4,424 | +1,565 | $377.7K | +$159.1K | 54.7% |
| RICHARDS, MERRILL & PETERSON, INC. | 5,340 | +1,440 | $455.9K | +$157.7K | 36.9% |
| Redwood Park Advisors LLC | 1,810 | +1,805 | $154.5K | +$154.1K | 36100.0% |
| MSH Capital Advisors LLC | 12,258 | +547 | $1.0M | +$151.2K | 4.7% |
| WealthTrak Capital Management LLC | 9,632 | +851 | $822.3K | +$151.0K | 9.7% |
| Savant Capital, LLC | 7,900 | +966 | $674.4K | +$144.3K | 13.9% |
| Clark Asset Management, LLC | 14,062 | +235 | $1.2M | +$143.4K | 1.7% |
| Valeo Financial Advisors, LLC | 5,228 | +1,194 | $446.3K | +$137.9K | 29.6% |
| Tempus Wealth Planning, LLC | 11,004 | +483 | $939.4K | +$135.1K | 4.6% |
| U.S. Capital Wealth Advisors, LLC | 14,147 | +112 | $1.2M | +$134.8K | 0.8% |
| Waterloo Capital, L.P. | 14,003 | +121 | $1.2M | +$134.2K | 0.9% |
| NBC SECURITIES, INC. | 2,023 | +1,462 | $172.7K | +$129.8K | 260.6% |
| Triad Wealth Partners, LLC | 5,741 | +1,020 | $490.1K | +$129.2K | 21.6% |
| Compound Planning, Inc. | 13,266 | +137 | $1.1M | +$128.8K | 1.0% |
| INSIGNEO ADVISORY SERVICES, LLC | 6,587 | +914 | $562.3K | +$128.6K | 16.1% |
| MKT Advisors LLC | 7,799 | +495 | $686.3K | +$127.1K | 6.8% |
| DENVER WEALTH MANAGEMENT, INC. | 8,421 | +680 | $718.9K | +$127.1K | 8.8% |
| Hobbs Wealth Management, LLC | 8,131 | +673 | $694.1K | +$124.0K | 9.0% |
| First National Trust Co | 5,502 | +944 | $469.7K | +$121.2K | 20.7% |
| EverSource Wealth Advisors, LLC | 1,902 | +1,338 | $162.4K | +$119.3K | 237.2% |
| Key Financial Inc | 2,147 | +1,310 | $183.3K | +$119.2K | 156.5% |
| MMA ASSET MANAGEMENT LLC | 3,240 | +1,134 | $276.6K | +$115.6K | 53.8% |
| Fiscal Wisdom Wealth Management, LLC | 6,848 | +1,009 | $584.6K | +$110.5K | 17.3% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 9,031 | +379 | $771.0K | +$109.5K | 4.4% |
| HB Wealth Management, LLC | 5,205 | +823 | $444.4K | +$109.3K | 18.8% |
| Selective Wealth Management, Inc. | 5,602 | +491 | $510.5K | +$107.7K | 9.6% |
| 4WEALTH ADVISORS, INC. | 9,573 | +285 | $817.2K | +$107.2K | 3.1% |
| Total Clarity Wealth Management, Inc. | 4,538 | +806 | $387.4K | +$102.1K | 21.6% |
| Kohmann Bosshard Financial Services, LLC | 5,839 | +625 | $498.5K | +$99.9K | 12.0% |
| Triumph Capital Management | 10,682 | +41 | $911.9K | +$98.4K | 0.4% |
| Bulwark Capital Corp | 2,687 | +973 | $229.4K | +$98.4K | 56.8% |
| VERUS CAPITAL PARTNERS, LLC | 10,046 | +111 | $857.6K | +$98.1K | 1.1% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5,138 | +673 | $438.6K | +$97.3K | 15.1% |
| Modera Wealth Management, LLC | 8,106 | +315 | $692.0K | +$96.4K | 4.0% |
| FIRST HORIZON CORP | 2,246 | +990 | $191.7K | +$95.7K | 78.8% |
| Shepherd Financial Partners LLC | 8,920 | +209 | $761.5K | +$95.5K | 2.4% |
| Hickory Point Bank & Trust | 4,685 | +685 | $400.0K | +$94.2K | 17.1% |
| NOVEM GROUP | 4,236 | +721 | $361.6K | +$92.9K | 20.5% |
| Intrua Financial, LLC | 7,606 | +325 | $649.3K | +$92.7K | 4.5% |
| High Falls Advisors, Inc | 6,968 | +367 | $594.9K | +$90.2K | 5.5% |
| GWN SECURITIES INC. | 5,036 | +588 | $429.9K | +$89.2K | 13.2% |
| Crews Bank & Trust | 8,450 | +175 | $721.4K | +$88.8K | 2.1% |
| Parkside Financial Bank & Trust | 2,384 | +854 | $203.5K | +$86.6K | 55.8% |
| FWG Investments, LLC. | 5,034 | +505 | $429.8K | +$83.5K | 11.2% |
| PRIVATE TRUST CO NA | 6,790 | +280 | $579.7K | +$82.0K | 4.3% |
| MARIPAU WEALTH MANAGEMENT LLC | 4,955 | +490 | $423.0K | +$81.7K | 11.0% |
| Beacon Financial Advisory LLC | 8,522 | +44 | $727.5K | +$79.4K | 0.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 3,500 | +500 | $298.8K | +$71.6K | 16.7% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,320 | +830 | $108.3K | +$70.9K | 169.4% |
| Wells Financial Advisors INC | 985 | +785 | $84.1K | +$68.8K | 392.5% |
| WASHINGTON TRUST Co | 5,343 | +270 | $456.1K | +$68.3K | 5.3% |
| Fortis Capital Advisors, LLC | 6,264 | +86 | $534.8K | +$62.5K | 1.4% |
| Spectrum Planning & Advisory Services Inc. | 6,363 | +70 | $543.2K | +$62.1K | 1.1% |
| GENESIS PRIVATE WEALTH, LLC | 3,687 | +377 | $314.8K | +$61.7K | 11.4% |
| Gould Capital, LLC | 1,157 | +641 | $98.8K | +$59.3K | 124.2% |
| LongView Wealth Management | 3,524 | +85 | $320.3K | +$57.4K | 2.5% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 4,956 | +112 | $423.1K | +$52.8K | 2.3% |
| Prospera Financial Services Inc | 3,849 | +236 | $328.6K | +$52.4K | 6.5% |
| WEALTHGARDEN F.S. LLC | 3,688 | +15 | $369.0K | +$50.6K | 0.4% |
| Aegis Wealth Management LLC | 4,698 | +96 | $401.1K | +$49.2K | 2.1% |
| Bogart Wealth, LLC | 651 | +568 | $55.6K | +$49.2K | 684.3% |
| Meredith Wealth Planning | 4,197 | +152 | $358.3K | +$49.1K | 3.8% |
| Impact Partnership Wealth, LLC | 2,990 | +289 | $255.3K | +$48.8K | 10.7% |
| Stonebrook Private Inc. | 3,525 | +206 | $300.9K | +$47.2K | 6.2% |
| Boyce & Associates Wealth Consulting, Inc. | 4,931 | +30 | $421.0K | +$46.3K | 0.6% |
| Clifford Group, LLC | 4,563 | +65 | $389.5K | +$45.7K | 1.4% |
| Resurgent Financial Advisors LLC | 3,822 | +145 | $326.3K | +$45.2K | 3.9% |
| IRON Financial LLC | 3,811 | +92 | $325.3K | +$41.0K | 2.5% |
| HIGHLINE WEALTH PARTNERS LLC | 735 | +450 | $62.7K | +$41.0K | 157.9% |
| IAG Wealth Partners, LLC | 993 | +411 | $84.8K | +$40.3K | 70.6% |
| Atlantic Union Bankshares Corp | 1,239 | +287 | $105.8K | +$33.0K | 30.1% |
| Kaizen Financial Strategies | 3,780 | +81 | $322.7K | +$31.3K | 2.2% |
| Root Financial Partners, LLC | 363 | +307 | $31.0K | +$26.7K | 548.2% |
| CITIGROUP INC | 324 | +234 | $27.7K | +$20.8K | 260.0% |
| CWM, LLC | 931,521 | +149,990 | $79.5K | +$19.8K | 19.2% |
| Geneos Wealth Management Inc. | 1,363 | +52 | $116.4K | +$16.1K | 4.0% |
| Costello Asset Management, INC | 404 | +100 | $34.5K | +$11.2K | 32.9% |
| Sound Income Strategies, LLC | 655 | +20 | $59.4K | +$9.5K | 3.1% |
| NBT BANK N A /NY | 977 | +9 | $77.9K | +$8.1K | 0.9% |
| SIGNATUREFD, LLC | 166 | +41 | $14.2K | +$4.6K | 32.8% |
| PARK AVENUE SECURITIES LLC | 142,121 | +36,549 | $12.1K | +$4.1K | 34.6% |
| Daiwa Securities Group Inc. | 46,367 | +44,419 | $4.0K | +$3.8K | 2280.2% |
| FIRST COMMUNITY TRUST NA | 28 | +25 | $2.4K | +$2.2K | 833.3% |
| Janney Montgomery Scott LLC | 88,670 | +4,192 | $7.6K | +$1.1K | 5.0% |
| Redwood Investment Management, LLC | 16,798 | +6,454 | $1.4K | +$643 | 62.4% |
| Q3 Asset Management | 22,458 | +2,621 | $1.9K | +$401 | 13.2% |
| CENTAURUS FINANCIAL, INC. | 8,106 | +3,004 | $692 | +$302 | 58.9% |
| Greenwich Wealth Management LLC | 4,378 | +959 | $374 | +$113 | 28.0% |
| APPLETON PARTNERS INC/MA | 7,601 | +402 | $649 | +$99 | 5.6% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 4,756 | +470 | $406 | +$79 | 11.0% |
| Investor's Fiduciary Advisor Network, LLC | 5,952 | +57 | $508 | +$58 | 1.0% |
| LaSalle St. Investment Advisors, LLC | 2,942 | +212 | $251 | +$43 | 7.8% |
| HANTZ FINANCIAL SERVICES, INC. | 156 | +56 | $13 | +$5 | 56.0% |
Reduced(351)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | 18,387,492 | -90,445 | $1.57B | +$157.1M | -0.5% |
| 3EDGE Asset Management, LP | 1,022,992 | -1,677,204 | $87.3M | -$119.1M | -62.1% |
| SEI INVESTMENTS CO | 642,531 | -657,358 | $54.9M | -$44.5M | -50.6% |
| Asset Management One Co., Ltd. | 2,622,417 | -795,548 | $225.0M | -$36.3M | -23.3% |
| Cassaday & Co Wealth Management LLC | 3,377,267 | -30,498 | $288.3M | +$27.8M | -0.9% |
| LPL Financial LLC | 2,992,890 | -28,641 | $255.5M | +$24.5M | -0.9% |
| Strategic Financial Services, Inc. | 921,392 | -476,522 | $90.4M | -$16.5M | -34.1% |
| RENAISSANCE TECHNOLOGIES LLC | 5,800 | -206,100 | $495.1K | -$15.7M | -97.3% |
| Fullerton Fund Management Co Ltd. | 364,751 | -189,402 | $31.1M | -$11.2M | -34.2% |
| Cerity Partners LLC | 1,181,571 | -21,687 | $100.9M | +$8.9M | -1.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,347,980 | -42,634 | $115.1M | +$8.8M | -3.1% |
| JPMORGAN CHASE & CO | 1,458,482 | -56,184 | $124.5M | +$8.7M | -3.7% |
| Hollow Brook Wealth Management LLC | 1,218,677 | -29,524 | $104.0M | +$8.6M | -2.4% |
| PRINCIPAL FINANCIAL GROUP INC | 2,191,901 | -348,065 | $187.1M | -$7.1M | -13.7% |
| Royal Bank of Canada | 1,402,960 | -572,241 | $119.8M | -$6.4M | -29.0% |
| Capitolis Liquid Global Markets LLC | 720,200 | -400 | $61.5M | +$6.4M | -0.1% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,297 | -91,071 | $964.4K | -$5.7M | -89.0% |
| Greenline Partners, LLC | 592,939 | -143,698 | $50.6M | -$5.7M | -19.5% |
| Parcion Private Wealth LLC | 661,153 | -3,462 | $56.4M | +$5.6M | -0.5% |
| ABOUND FINANCIAL, LLC | 35,673 | -69,930 | $3.0M | -$5.0M | -66.2% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,537,910 | -114,800 | $131.3M | +$4.9M | -6.9% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 380,810 | -107,583 | $32.5M | -$4.8M | -22.0% |
| Evernest Financial Advisors, LLC | 319,431 | -39,284 | $32.1M | +$4.7M | -10.9% |
| MBL Wealth, LLC | 512,932 | -3,898 | $43.8M | +$4.3M | -0.8% |
| STIFEL FINANCIAL CORP | 1,604,843 | -238,291 | $137.0M | -$3.9M | -12.9% |
| Main Street Research LLC | 462,316 | -4,548 | $39.5M | +$3.8M | -1.0% |
| Capital Planning Advisors, LLC | 533,240 | -14,083 | $45.5M | +$3.7M | -2.6% |
| Portside Wealth Group, LLC | 46,484 | -51,383 | $4.0M | -$3.5M | -52.5% |
| Ameritas Advisory Services, LLC | 73,518 | -53,173 | $6.3M | -$3.4M | -42.0% |
| Cetera Investment Advisers | 465,836 | -10,553 | $39.8M | +$3.3M | -2.2% |
| NOTTINGHAM ADVISORS, INC. | 171,821 | -50,763 | $13.8M | -$3.2M | -22.8% |
| Tradewinds Capital Management, LLC | 447,394 | -16,287 | $38.2M | +$2.7M | -3.5% |
| Clark Capital Management Group, Inc. | 77,671 | -44,137 | $6.6M | -$2.7M | -36.2% |
| SNS Financial Group, LLC | 422,954 | -14,990 | $36.1M | +$2.6M | -3.4% |
| OSAIC HOLDINGS, INC. | 1,695,424 | -312,192 | $144.7M | -$2.6M | -15.6% |
| Miracle Mile Advisors, LLC | 250,874 | -766 | $21.4M | +$2.2M | -0.3% |
| Tidal Investments LLC | 986,193 | -87,909 | $84.2M | +$2.1M | -8.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 272,701 | -9,944 | $24.3M | +$2.0M | -3.5% |
| DEUTSCHE BANK AG\ | 220,100 | 0 | $18.8M | +$2.0M | 0.0% |
| PEAK FINANCIAL ADVISORS LLC | 200,788 | -48,545 | $17.1M | -$1.9M | -19.5% |
| MEDICI CAPITAL LLC | 204,026 | 0 | $17.4M | +$1.8M | 0.0% |
| Stratos Wealth Partners, LTD. | 202,090 | -1,832 | $17.3M | +$1.7M | -0.9% |
| Stratos Wealth Advisors, LLC | 88,495 | -32,051 | $7.6M | -$1.7M | -26.6% |
| Encompass More Asset Management | 191,999 | -1,021 | $16.4M | +$1.6M | -0.5% |
| FLAGSHIP HARBOR ADVISORS, LLC | 60,602 | -28,105 | $5.2M | -$1.6M | -31.7% |
| Financial Enhancement Group LLC | 64,549 | -32,032 | $6.2M | -$1.6M | -33.2% |
| BENJAMIN EDWARDS INC | 993,809 | -135,712 | $84.8M | -$1.5M | -12.0% |
| Gibbs Wealth Management | 4,486 | -32,475 | $400.3K | -$1.5M | -87.9% |
| Timber Creek Capital Management LLC | 217,761 | -6,378 | $18.6M | +$1.5M | -2.8% |
| Beacon Pointe Advisors, LLC | 41,798 | -23,835 | $3.6M | -$1.4M | -36.3% |
| Piedmont Capital Management, LLC | 228,164 | -8,187 | $19.5M | +$1.4M | -3.5% |
| Warren Street Wealth Advisors, LLC | 192,990 | -5,139 | $16.5M | +$1.3M | -2.6% |
| Rockefeller Capital Management L.P. | 663,291 | -61,434 | $56.7M | +$1.2M | -8.5% |
| LWM Advisory Services, LLC | 157,581 | -3,914 | $13.5M | +$1.1M | -2.4% |
| Cardinal Strategic Wealth Guidance | 133,261 | -1,531 | $11.4M | +$1.1M | -1.1% |
| Cornerstone Planning Group LLC | 69 | -2,786 | $7.3K | -$1.0M | -97.6% |
| Retirement Income Solutions, Inc | 131,546 | -2,047 | $11.2M | +$1.0M | -1.5% |
| Prosperity Consulting Group, LLC | 10,273 | -14,493 | $877.0K | -$1.0M | -58.5% |
| Accretive Wealth Partners, LLC | 128,490 | -1,931 | $11.0M | +$998.5K | -1.5% |
| CHATHAM CAPITAL GROUP, INC. | 119,381 | -960 | $10.2M | +$991.5K | -0.8% |
| Wallace Advisory Group, LLC | 15,993 | -19,757 | $1.4M | -$977.0K | -55.3% |
| Wealth Advisory Solutions, LLC | 132,589 | -3,213 | $11.3M | +$937.1K | -2.4% |
| NORDEN GROUP LLC | 9,030 | -12,737 | $770.9K | -$893.2K | -58.5% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 110,097 | -2,290 | $9.4M | +$876.3K | -2.0% |
| FIDUCIENT ADVISORS LLC | 96,619 | 0 | $8.2M | +$861.8K | 0.0% |
| Baird Financial Group, Inc. | 331,035 | -28,453 | $28.3M | +$777.6K | -7.9% |
| Bridgewater Advisors Inc. | 45,958 | 0 | $4.4M | +$769.8K | 0.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | 805,363 | -84,351 | $68.8M | +$734.3K | -9.5% |
| American Investment Services, Inc. | 512,994 | -50,361 | $43.8M | +$725.8K | -8.9% |
| Copley Financial Group, Inc. | 105,610 | -2,953 | $9.0M | +$716.3K | -2.7% |
| STAPP WEALTH MANAGEMENT, PLLC | 86,468 | -1,379 | $7.4M | +$665.9K | -1.6% |
| Modern Wealth Management, LLC | 3,866 | -9,998 | $330.0K | -$659.0K | -72.1% |
| Versant Capital Management, Inc | 102,022 | -3,364 | $8.7M | +$652.9K | -3.2% |
| One Wealth Advisors, LLC | 90,566 | -2,057 | $7.7M | +$650.6K | -2.2% |
| Avid Wealth Partners LLC | 156,156 | -9,722 | $13.3M | +$649.7K | -5.9% |
| Financial Network Wealth Advisors LLC | 6,827 | -8,777 | $582.8K | -$610.1K | -56.2% |
| J.W. COLE ADVISORS, INC. | 9,952 | -8,118 | $785.1K | -$596.4K | -44.9% |
| TABLEAUX LLC | 4,316 | -10,355 | $367.2K | -$594.0K | -70.6% |
| Forvis Mazars Wealth Advisors, LLC | 68,594 | -257 | $5.9M | +$592.2K | -0.4% |
| AIFG Consultants Ltd. | 109,299 | -5,075 | $9.3M | +$587.0K | -4.4% |
| Segment Wealth Management, LLC | 66,353 | -175 | $5.7M | +$578.5K | -0.3% |
| Compass Financial Services Inc | 385 | -7,555 | $32.9K | -$574.1K | -95.2% |
| TD Waterhouse Canada Inc. | 69,466 | -1,088 | $5.9M | +$543.2K | -1.5% |
| Essex Financial Services, Inc. | 68,417 | -1,196 | $5.8M | +$518.9K | -1.7% |
| KRAEMATON INVESTMENT ADVISORS, INC | 59,392 | -225 | $5.1M | +$512.6K | -0.4% |
| ALLIANCEBERNSTEIN L.P. | 56,220 | 0 | $4.8M | +$501.5K | 0.0% |
| Atria Investments, Inc | 55,840 | -17 | $4.8M | +$496.8K | -0.0% |
| Hudson Capital Management LLC | 114,641 | -7,019 | $9.8M | +$486.0K | -5.8% |
| K2 Financial Inc. | 5,430 | -6,399 | $481.0K | -$481.4K | -54.1% |
| Integrity Wealth Solutions LLC | 90,183 | -4,248 | $7.7M | +$479.7K | -4.5% |
| TRUIST FINANCIAL CORP | 132,335 | -21,664 | $11.3M | -$475.8K | -14.1% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 170,329 | -25,762 | $14.5M | -$450.2K | -13.1% |
| Emergent Wealth Advisors, LLC | 5,439 | -7,950 | $464.3K | -$448.9K | -59.4% |
| Physician Wealth Advisors, Inc. | 91,476 | -4,931 | $7.8M | +$439.0K | -5.1% |
| Plum Street Advisors, LLC | 131,780 | -9,713 | $11.3M | +$432.9K | -6.9% |
| Fortis Advisors, LLC | 65,605 | -2,006 | $5.6M | +$431.8K | -3.0% |
| Summit Financial, LLC | 9,036 | -6,554 | $771.4K | -$420.5K | -42.0% |
| Magnolia Private Wealth, LLC | 30,348 | -18,317 | $2.6M | +$398.2K | -37.6% |
| Zhang Financial LLC | 98,084 | -6,429 | $8.4M | +$383.4K | -6.2% |
| MANAGED ASSET PORTFOLIOS, LLC | 100,303 | -6,713 | $8.6M | +$381.5K | -6.3% |
| Lido Advisors, LLC | 94,510 | -12,685 | $7.8M | -$373.7K | -11.8% |
| Thrive Capital Management, LLC | 47,133 | -870 | $4.0M | +$353.9K | -1.8% |
| MCMORGAN & CO LLC | 234,992 | -31,865 | $20.1M | -$340.0K | -11.9% |
| Marble Harbor Investment Counsel, LLC | 53,400 | -10,650 | $4.6M | -$337.9K | -16.6% |
| Kingsview Wealth Management, LLC | 22,622 | -6,912 | $1.9M | -$326.6K | -23.4% |
| REGIONS FINANCIAL CORP | 4,678 | -4,780 | $399.4K | -$323.7K | -50.5% |
| REGIMEN WEALTH, LLC | 2,735 | -4,494 | $233.5K | -$319.2K | -62.2% |
| Merit Financial Group, LLC | 43,950 | -9,245 | $3.8M | -$314.7K | -17.4% |
| Mayflower Financial Advisors, LLC | 44,418 | -1,100 | $3.8M | +$312.1K | -2.4% |
| Upper Left Wealth Management, LLC | 74,215 | -4,596 | $6.3M | +$310.6K | -5.8% |
| WHITTIER TRUST CO OF NEVADA INC | 25,500 | 0 | $2.3M | +$307.0K | 0.0% |
| Austin Private Wealth, LLC | 142,920 | -12,683 | $12.2M | +$305.2K | -8.2% |
| HM PAYSON & CO | 5,250 | -5,250 | $448.2K | -$297.1K | -50.0% |
| Steward Partners Investment Advisory, LLC | 40,868 | -1,264 | $3.5M | +$267.9K | -3.0% |
| Balance Wealth, LLC | 3,904 | -3,861 | $333.3K | -$260.4K | -49.7% |
| PENOBSCOT WEALTH MANAGEMENT | 54,638 | -3,129 | $4.7M | +$248.2K | -5.4% |
| Prime Capital Investment Advisors, LLC | 56,992 | -3,414 | $4.9M | +$247.4K | -5.7% |
| Willis Johnson & Associates, Inc. | 4,374 | -3,717 | $373.4K | -$245.1K | -45.9% |
| SeaCrest Wealth Management, LLC | 23,350 | -5,263 | $2.1M | -$234.2K | -18.4% |
| Richard P Slaughter Associates Inc | 53,625 | -3,222 | $4.6M | +$232.0K | -5.7% |
| COURIER CAPITAL LLC | 80,735 | -6,404 | $6.9M | +$230.6K | -7.3% |
| Beckerman Institutional, LLC | 59,185 | -3,926 | $5.1M | +$227.8K | -6.2% |
| Apella Capital, LLC | 50,518 | -2,718 | $4.3M | -$227.2K | -5.1% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 25,437 | 0 | $2.2M | +$226.9K | 0.0% |
| Astoria Portfolio Advisors LLC. | 19,066 | -2,776 | $2.0M | +$226.6K | -12.7% |
| A4 Wealth Advisors LLC | 12,820 | -4,392 | $1.1M | -$221.4K | -25.5% |
| Tradition Wealth Management, LLC | 25,767 | -143 | $2.2M | +$218.9K | -0.6% |
| Maia Wealth LLC | 23,157 | -7,157 | $2.3M | -$216.1K | -23.6% |
| OMNI 360 Wealth, Inc. | 9,000 | -543 | $825.4K | +$215.4K | -5.7% |
| Pathway Financial Advisors LLC | 16,965 | 0 | $1.5M | +$212.2K | 0.0% |
| Simplicity Wealth,LLC | 28,604 | -568 | $2.4M | +$211.7K | -1.9% |
| American Trust | 52,282 | -3,518 | $4.5M | +$197.4K | -6.3% |
| MISSION WEALTH MANAGEMENT, LP | 27,438 | -5,771 | $2.3M | -$196.4K | -17.4% |
| Clear Harbor Asset Management, LLC | 35,804 | -1,643 | $3.1M | +$193.8K | -4.4% |
| PGIM Custom Harvest LLC | 22,418 | -84 | $1.9M | +$193.5K | -0.4% |
| PRINCIPAL SECURITIES, INC. | 6,217 | -3,236 | $530.7K | -$191.9K | -34.2% |
| CARRET ASSET MANAGEMENT, LLC | 21,599 | -10 | $1.8M | +$191.9K | -0.0% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 14,910 | -4,225 | $1.3M | -$190.0K | -22.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 50,000 | -3,400 | $4.3M | +$186.1K | -6.4% |
| EAGLE GLOBAL ADVISORS LLC | 20,100 | 0 | $1.7M | +$179.3K | 0.0% |
| IFG Advisory, LLC | 22,246 | -292 | $1.9M | +$176.1K | -1.3% |
| Csenge Advisory Group | 4,720 | -2,845 | $402.9K | -$175.4K | -37.6% |
| Caldwell Trust Co | 13,063 | -3,808 | $1.1M | -$174.6K | -22.6% |
| Team Financial Group, LLC | 75,012 | -11,021 | $6.4M | -$173.4K | -12.8% |
| Formidable Asset Management, LLC | 13,956 | -4,956 | $1.1M | -$172.2K | -26.2% |
| Perennial Investment Advisors, LLC | 23,267 | -473 | $2.0M | +$171.4K | -2.0% |
| THEORY FINANCIAL LLC | 19,853 | -1,145 | $2.0M | +$166.2K | -5.5% |
| MYECFO, LLC | 22,323 | -435 | $1.9M | +$165.9K | -1.9% |
| Avos Capital Management, LLC | 100,966 | -9,675 | $8.6M | +$160.9K | -8.7% |
| Oregon Pacific Wealth Management, LLC | 3,776 | -2,369 | $322.4K | -$147.4K | -38.5% |
| Brown Financial Advisors | 26,480 | -1,171 | $2.3M | +$146.7K | -4.2% |
| SCOTIA CAPITAL INC. | 53,842 | -4,456 | $4.6M | +$139.5K | -7.6% |
| Sargent Investment Group, LLC | 23,390 | -910 | $2.0M | +$139.1K | -3.7% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 15,176 | 0 | $1.3M | +$135.4K | 0.0% |
| SILVER OAK SECURITIES, INCORPORATED | 14,655 | -64 | $1.3M | +$133.6K | -0.4% |
| Advyzon Investment Management, LLC | 16,277 | -281 | $1.4M | +$123.7K | -1.7% |
| WBH ADVISORY INC | 35,016 | -2,489 | $3.0M | +$122.1K | -6.6% |
| HORIZON FINANCIAL SERVICES, LLC | 36,625 | -5,823 | $3.1M | -$118.5K | -13.7% |
| HBW ADVISORY SERVICES LLC | 13,065 | -12 | $1.1M | +$115.6K | -0.1% |
| MAI Capital Management | 18,467 | -659 | $1.6M | +$114.3K | -3.4% |
| Johnson Financial Group, Inc. | 12,674 | 0 | $1.1M | +$113.1K | 0.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,723 | -2,145 | $488.6K | -$112.9K | -27.3% |
| Sovran Advisors, LLC | 30,282 | -3,019 | $2.8M | +$107.8K | -9.1% |
| Bank of Marin | 12,080 | 0 | $1.0M | +$107.8K | 0.0% |
| American National Bank of Texas | 39,707 | -5,981 | $3.4M | -$103.1K | -13.1% |
| JNBA Financial Advisors | 73,143 | -7,221 | $6.2M | +$100.4K | -9.0% |
| Parallel Advisors, LLC | 11,464 | -2,633 | $978.7K | -$99.0K | -18.7% |
| Acorn Wealth Advisors, LLC | 11,127 | -8 | $949.9K | +$98.6K | -0.1% |
| CFS Investment Advisory Services, LLC | 160,690 | -6,988 | $13.7M | +$97.6K | -4.2% |
| Biltmore Family Office, LLC | 23,626 | -1,500 | $2.0M | +$96.1K | -6.0% |
| Wedmont Private Capital | 9,915 | 0 | $873.6K | +$92.1K | 0.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 8,600 | -2,200 | $734.2K | -$91.5K | -20.4% |
| InTrack Investment Management Inc | 18,751 | -1,010 | $1.6M | +$90.1K | -5.1% |
| TOTAL INVESTMENT MANAGEMENT INC | 10,044 | 0 | $857.5K | +$89.6K | 0.0% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 229,977 | -27,956 | $19.6M | -$85.9K | -10.8% |
| BlackRock, Inc. | 10,554 | -116 | $901.0K | +$85.3K | -1.1% |
| Avidian Wealth Enterprises, LLC | 11,811 | -2,490 | $1.0M | -$85.0K | -17.4% |
| Indiana Trust & Investment Management Co | 9,500 | 0 | $811.0K | +$84.7K | 0.0% |
| MIDDLETON & CO INC/MA | 9,151 | 0 | $781.2K | +$81.6K | 0.0% |
| Advisory Alpha, LLC | 13,016 | -2,562 | $1.1M | -$79.6K | -16.4% |
| CAPTRUST FINANCIAL ADVISORS | 17,177 | -994 | $1.5M | +$77.2K | -5.5% |
| Apeiron RIA LLC | 20,776 | -3,889 | $1.9M | -$76.8K | -15.8% |
| ROMAN BUTLER FULLERTON & CO | 5,560 | -395 | $541.1K | +$76.1K | -6.6% |
| Alesco Advisors LLC | 8,470 | 0 | $723.1K | +$75.6K | 0.0% |
| Stratos Investment Management, LLC | 8,162 | 0 | $696.8K | +$72.8K | 0.0% |
| Transamerica Financial Advisors, LLC | 86,163 | -10,963 | $7.4M | -$69.5K | -11.3% |
| JT Stratford LLC | 10,187 | -324 | $869.7K | +$66.1K | -3.1% |
| Gradient Capital Advisors, LLC | 27,818 | -2,402 | $2.4M | +$64.5K | -7.9% |
| Cedar Point Capital Partners, LLC | 71,816 | -9,198 | $6.1M | -$62.6K | -11.3% |
| RDA Financial Network | 7,594 | -80 | $648.3K | +$61.6K | -1.0% |
| Continuum Advisory, LLC | 16,061 | -1,078 | $1.4M | +$60.9K | -6.3% |
| Sigma Planning Corp | 9,877 | -395 | $843.2K | +$57.9K | -3.8% |
| Weil Company, Inc. | 6,248 | 0 | $533.4K | +$55.7K | 0.0% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 7,156 | -122 | $610.9K | +$54.5K | -1.7% |
| Sound View Wealth Advisors Group, LLC | 6,105 | 0 | $521.2K | +$54.5K | 0.0% |
| Advisors Capital Management, LLC | 7,159 | -123 | $611.2K | +$54.5K | -1.7% |
| Etesian Wealth Advisors, Inc. | 5,978 | 0 | $510.3K | +$53.3K | 0.0% |
| Anchor Investment Management, LLC | 5,949 | 0 | $507.9K | +$53.1K | 0.0% |
| Redhawk Wealth Advisors, Inc. | 5,910 | 0 | $504.5K | +$52.7K | 0.0% |
| CENTRAL TRUST Co | 13,559 | -904 | $1.2M | +$51.8K | -6.3% |
| Community Bank, N.A. | 2,535 | -955 | $216.4K | -$50.4K | -27.4% |
| Destiny Capital Corp/CO | 10,388 | -1,867 | $886.8K | -$50.1K | -15.2% |
| ZEGA Investments, LLC | 19,931 | -1,678 | $1.7M | +$49.5K | -7.8% |
| McAdam, LLC | 5,579 | -5 | $476.3K | +$49.4K | -0.1% |
| ShoreHaven Wealth Partners, LLC | 5,450 | 0 | $465.3K | +$48.6K | 0.0% |
| Perigon Wealth Management, LLC | 4,577 | -1,160 | $390.7K | -$47.9K | -20.2% |
| NDVR, Inc. | 56,736 | -6,000 | $4.8M | +$47.4K | -9.6% |
| Paul R. Ried Financial Group, LLC | 39,274 | -5,191 | $3.4M | -$46.5K | -11.7% |
| Dynamic Advisor Solutions LLC | 7,614 | -285 | $650.0K | +$46.1K | -3.6% |
| Vermillion Wealth Management, Inc. | 4,942 | 0 | $421.9K | +$44.1K | 0.0% |
| ArborFi Advisors, LLC | 7,946 | -353 | $678.4K | +$43.9K | -4.3% |
| Spire Wealth Management | 5,035 | -14 | $429.8K | +$43.8K | -0.3% |
| Auour Investments LLC | 13,156 | -2,091 | $1.1M | -$42.5K | -13.7% |
| Sovereign Financial Group, Inc. | 11,970 | -848 | $1.0M | +$41.9K | -6.6% |
| Global View Capital Management LLC | 5,647 | -1,193 | $482.1K | -$40.8K | -17.4% |
| Catalyst Capital Advisors LLC | 56,300 | -7,100 | $4.8M | -$40.6K | -11.2% |
| AlTi Global, Inc. | 4,518 | 0 | $385.7K | +$40.3K | 0.0% |
| RWA WEALTH PARTNERS, LLC | 49,761 | -6,319 | $4.2M | -$39.2K | -11.3% |
| NOESIS CAPITAL MANGEMENT CORP | 4,055 | 0 | $346.2K | +$36.2K | 0.0% |
| Vontobel Holding Ltd. | 4,000 | 0 | $341.5K | +$35.7K | 0.0% |
| Mattson Financial Services, LLC | 14,589 | -1,237 | $1.2M | +$35.6K | -7.8% |
| Bell Investment Advisors, Inc | 3,985 | 0 | $340.2K | +$35.5K | 0.0% |
| Avior Wealth Management, LLC | 93,354 | -11,348 | $8.0M | -$34.8K | -10.8% |
| GREENLEAF TRUST | 4,204 | -42 | $358.9K | +$34.3K | -1.0% |
| Paragon Advisors, LLC | 3,738 | 0 | $319.1K | +$33.3K | 0.0% |
| WOODMONT INVESTMENT COUNSEL LLC | 3,734 | 0 | $318.8K | +$33.3K | 0.0% |
| AMJ Financial Wealth Management | 94,851 | -10,633 | $8.1M | +$33.2K | -10.1% |
| Alpha Financial Partners, LLC | 8,160 | -535 | $696.6K | +$31.9K | -6.2% |
| Barnett & Company, Inc. | 3,560 | 0 | $303.9K | +$31.8K | 0.0% |
| Armstrong, Fleming & Moore, Inc | 3,560 | 0 | $303.9K | +$31.8K | 0.0% |
| PNC Financial Services Group, Inc. | 69 | -412 | $5.9K | -$30.9K | -85.7% |
| Tranquility Partners, LLC | 3,383 | 0 | $288.8K | +$30.2K | 0.0% |
| Global Wealth Management Investment Advisory, Inc. | 41,887 | -4,507 | $3.6M | +$29.1K | -9.7% |
| WPG Advisers, LLC | 354 | -419 | $30.2K | -$28.9K | -54.2% |
| Professional Financial Advisors, LLC | 3,305 | -10 | $282.1K | +$28.7K | -0.3% |
| Salomon & Ludwin, LLC | 2,572 | 0 | $226.3K | +$28.5K | 0.0% |
| Sowell Financial Services LLC | 5,142 | -230 | $439.0K | +$28.3K | -4.3% |
| Entruity Wealth, LLC | 3,900 | -87 | $332.9K | +$28.1K | -2.2% |
| Bouchey Financial Group Ltd | 3,146 | 0 | $268.6K | +$28.1K | 0.0% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 3,586 | -821 | $306.1K | -$28.0K | -18.6% |
| Manhattan West Asset Management, LLC | 3,072 | 0 | $262.3K | +$27.4K | 0.0% |
| Refined Wealth Management | 3,072 | 0 | $262.3K | +$27.4K | 0.0% |
| CAHABA WEALTH MANAGEMENT, INC. | 3,034 | 0 | $259.0K | +$27.1K | 0.0% |
| HCR Wealth Advisors | 2,964 | 0 | $253.0K | +$26.8K | 0.0% |
| Visionary Wealth Advisors | 25,786 | -3,358 | $2.2M | -$26.7K | -11.5% |
| SteelPeak Wealth, LLC | 2,919 | 0 | $249.2K | +$26.0K | 0.0% |
| MOSELEY INVESTMENT MANAGEMENT INC | 2,815 | 0 | $240.3K | +$25.1K | 0.0% |
| SHEETS SMITH WEALTH MANAGEMENT | 10,283 | -875 | $877.9K | +$24.8K | -7.8% |
| Mason Investment Advisory Services, Inc. | 2,774 | 0 | $236.8K | +$24.7K | 0.0% |
| Empirical Asset Management, LLC | 2,864 | -656 | $244.5K | -$24.6K | -18.6% |
| Syntegra Private Wealth Group, LLC | 2,820 | -9 | $240.7K | +$24.5K | -0.3% |
| Birch Capital Management, LLC | 2,740 | 0 | $233.9K | +$24.4K | 0.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5,619 | -1,112 | $510.0K | -$24.2K | -16.5% |
| Soundwatch Capital LLC | 2,667 | 0 | $227.7K | +$23.8K | 0.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,675 | -23 | $228.4K | +$22.1K | -0.8% |
| First Heartland Consultants, Inc. | 3,956 | -174 | $337.7K | +$22.0K | -4.2% |
| BANK OF MONTREAL /CAN/ | 3,186 | -117 | $273.7K | +$21.2K | -3.5% |
| Lee Financial Co | 4,220 | -768 | $360.3K | -$21.1K | -15.4% |
| Capstone Financial Advisors, Inc. | 5,139 | -328 | $438.7K | +$20.8K | -6.0% |
| Rosenberg Matthew Hamilton | 2,162 | 0 | $184.6K | +$19.3K | 0.0% |
| Capital Investment Advisory Services, LLC | 4,446 | -267 | $379.6K | +$19.2K | -5.7% |
| Federation des caisses Desjardins du Quebec | 2,810 | -77 | $239.8K | +$19.1K | -2.7% |
| TD Capital Management LLC | 1,993 | 0 | $170.1K | +$17.8K | 0.0% |
| BFSG, LLC | 1,877 | 0 | $160.2K | +$16.7K | 0.0% |
| Tactive Advisors, LLC | 6,972 | -602 | $595.2K | +$16.2K | -7.9% |
| SUTTON PLACE INVESTORS LLC | 6,899 | -601 | $589.0K | +$15.6K | -8.0% |
| N.E.W. Advisory Services LLC | 3,075 | -157 | $262.5K | +$15.4K | -4.8% |
| Marshall & Sterling Wealth Advisors Inc. | 11,783 | -1,564 | $1.0M | -$14.5K | -11.7% |
| Verdence Capital Advisors LLC | 3,950 | -500 | $337.2K | -$14.2K | -11.2% |
| Belpointe Asset Management LLC | 11,132 | -1,117 | $950.4K | +$13.9K | -9.1% |
| Confluence Wealth Services, Inc. | 2,582 | -132 | $220.4K | +$12.9K | -4.9% |
| Private Wealth Asset Management, LLC | 1,400 | 0 | $119.5K | +$12.5K | 0.0% |
| Leading Edge Financial Planning LLC | 19,452 | -2,113 | $1.7M | +$11.9K | -9.8% |
| TRUST CO OF VERMONT | 1,263 | 0 | $107.8K | +$11.3K | 0.0% |
| Oceanside Advisors LLC | 5,596 | -792 | $477.7K | -$10.6K | -12.4% |
| Joseph Group Capital Management | 52,891 | -6,304 | $4.5M | -$10.2K | -10.6% |
| Glass Jacobson Investment Advisors llc | 1,065 | 0 | $90.9K | +$9.5K | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 2,930 | -466 | $250.1K | -$9.5K | -13.7% |
| BOKF, NA | 250 | -150 | $21.3K | -$9.2K | -37.5% |
| Rodgers & Associates, LTD | 2,875 | -215 | $245.4K | +$9.2K | -7.0% |
| BARRETT & COMPANY, INC. | 1,020 | 0 | $87.1K | +$9.1K | 0.0% |
| LGT Financial Advisors LLC | 1,623 | -74 | $138.6K | +$8.8K | -4.4% |
| Washington Trust Advisors, Inc. | 2,121 | -138 | $181.1K | +$8.4K | -6.1% |
| COHEN & STEERS, INC. | 812,077 | -196,361 | $69.3K | -$7.8K | -19.5% |
| ROTHSCHILD INVESTMENT LLC | 825 | 0 | $70.4K | +$7.4K | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 416,926 | -138,518 | $35.6K | -$6.9K | -24.9% |
| VAN ECK ASSOCIATES CORP | 671,036 | 0 | $57.3K | +$6.0K | 0.0% |
| Beaird Harris Wealth Management, LLC | 662 | 0 | $56.5K | +$5.9K | 0.0% |
| Ausdal Financial Partners, Inc. | 13,213 | -1,606 | $1.1M | -$4.9K | -10.8% |
| International Private Wealth Advisors LLC | 3,208 | -310 | $273.9K | +$4.9K | -8.8% |
| MBE Wealth Management, LLC | 6,120 | -650 | $522.5K | +$4.9K | -9.6% |
| GAMMA Investing LLC | 476 | 0 | $40.6K | +$4.2K | 0.0% |
| WestEnd Advisors, LLC | 2,263 | -318 | $193.2K | -$4.1K | -12.3% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,795 | -380 | $238.6K | -$4.1K | -12.0% |
| FINANCIAL CONSULATE, INC | 450 | 0 | $38.4K | +$4.0K | 0.0% |
| Plante Moran Financial Advisors, LLC | 449 | 0 | $38.3K | +$4.0K | 0.0% |
| FWL INVESTMENT MANAGEMENT, LLC | 1,331 | -205 | $113.6K | -$3.8K | -13.3% |
| FIRETHORN WEALTH PARTNERS, LLC | 7,661 | -854 | $654.0K | +$3.0K | -10.0% |
| ORG Partners LLC | 353 | -81 | $30.1K | -$3.0K | -18.7% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 294 | 0 | $25.1K | +$2.6K | 0.0% |
| Deane Retirement Strategies, Inc. | 330 | -5 | $28.2K | +$2.6K | -1.5% |
| Groupe la Francaise | 300 | 0 | $21.9K | +$2.5K | 0.0% |
| MATHER GROUP, LLC. | 7,780 | -939 | $664.2K | -$2.4K | -10.8% |
| Arete Wealth Advisors, LLC | 24,853 | -32,181 | $2.1K | -$2.2K | -56.4% |
| Wilmington Savings Fund Society, FSB | 236 | 0 | $20.1K | +$2.1K | 0.0% |
| Financial Perspectives, Inc | 217 | 0 | $18.5K | +$1.9K | 0.0% |
| Penserra Capital Management LLC | 190,959 | -46,026 | $16.3K | -$1.8K | -19.4% |
| MassMutual Private Wealth & Trust, FSB | 199 | 0 | $17.0K | +$1.8K | 0.0% |
| Matrix Trust Co | 14,558 | -24,274 | $1.2K | -$1.7K | -62.5% |
| Minot DeBlois Advisors LLC | 150 | 0 | $12.8K | +$1.3K | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 148 | 0 | $12.6K | +$1.3K | 0.0% |
| R. W. Roge & Company, Inc. | 145,146 | -420 | $12.4K | +$1.3K | -0.3% |
| WHITTIER TRUST CO | 101 | 0 | $9.0K | +$1.2K | 0.0% |
| HUNTINGTON NATIONAL BANK | 134 | 0 | $11.4K | +$1.2K | 0.0% |
| Vermillion & White Wealth Management Group, LLC | 130 | 0 | $11.1K | +$1.2K | 0.0% |
| Financial Management Professionals, Inc. | 520 | -75 | $44.4K | -$1.1K | -12.6% |
| Almanack Investment Partners, LLC. | 5,505 | -630 | $470.0K | +$941 | -10.3% |
| Asset Dedication, LLC | 105 | 0 | $9.0K | +$936 | 0.0% |
| Grove Bank & Trust | 100 | 0 | $8.5K | +$892 | 0.0% |
| Sunbelt Securities, Inc. | 98 | 0 | $8.4K | +$874 | 0.0% |
| Colonial Trust Co / SC | 580 | -79 | $49.5K | -$866 | -12.0% |
| Capital Analysts, LLC | 4,727 | -10,106 | $404 | -$730 | -68.1% |
| High Note Wealth, LLC | 70 | 0 | $6.0K | +$624 | 0.0% |
| Park Square Financial Group, LLC | 10 | -4 | $520 | -$550 | -28.6% |
| Valued Wealth Advisors LLC | 61 | 0 | $5.2K | +$544 | 0.0% |
| Signature Resources Capital Management, LLC | 60 | 0 | $5.1K | +$535 | 0.0% |
| TOTH FINANCIAL ADVISORY CORP | 55 | 0 | $4.7K | +$491 | 0.0% |
| VALICENTI ADVISORY SERVICES INC | 17,182 | -8,138 | $1.5K | -$469 | -32.1% |
| Atlantic Edge Private Wealth Management, LLC | 50 | 0 | $4.3K | +$446 | 0.0% |
| Clarity Asset Management, Inc. | 45 | 0 | $3.8K | +$402 | 0.0% |
| American Capital Advisory, LLC | 44 | 0 | $3.8K | +$393 | 0.0% |
| FIRST FINANCIAL CORP /IN/ | 72 | -4 | $6.1K | +$337 | -5.3% |
| WEBSTER BANK, N. A. | 32 | 0 | $2.7K | +$286 | 0.0% |
| Hillsdale Investment Management Inc. | 28 | 0 | $2.4K | +$250 | 0.0% |
| Rossby Financial, LCC | 26 | 0 | $2.2K | +$229 | 0.0% |
| Nemes Rush Group LLC | 25 | 0 | $2.1K | +$223 | 0.0% |
| BROWN, LISLE/CUMMINGS, INC. | 23 | 0 | $2.0K | +$206 | 0.0% |
| AdvisorNet Financial, Inc | 21 | 0 | $1.8K | +$188 | 0.0% |
| TOMPKINS FINANCIAL CORP | 20 | 0 | $1.7K | +$178 | 0.0% |
| Legacy Wealth Managment, LLC/ID | 16 | 0 | $1.4K | +$142 | 0.0% |
| WEDBUSH SECURITIES INC | 8,936 | -35 | $763 | +$77 | -0.4% |
| CX Institutional | 14,996 | -2,415 | $1.3K | -$51 | -13.9% |
| Creative Capital Management Investments LLC | 4 | 0 | $341 | +$35 | 0.0% |
| Eukles Asset Management | 3 | 0 | $256 | +$27 | 0.0% |
| Guerra Advisors Inc | 0 | 0 | $0 | -$23 | — |
| Russell Investments Group, Ltd. | 1 | 0 | $85 | +$9 | 0.0% |
| Covestor Ltd | 17 | 0 | $2 | +$1 | 0.0% |
| TD PRIVATE CLIENT WEALTH LLC | 0 | 0 | $8 | +$1 | — |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 49 | 0 | $4 | +$1 | 0.0% |
| Access Investment Management LLC | 4,600 | 0 | $351.7K | $0 | 0.0% |
| Avion Wealth | 7 | 0 | $0 | $0 | 0.0% |