13F QoQ Ownership Changes
HCA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 224 new · 459 added · 701 reduced · 110 exited
New Positions(224)
Added To(459)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 3,833,373 | +1,928,240 | $1.79B | +$977.7M | 101.2% |
| BlackRock, Inc. | 12,581,087 | +113,761 | $5.87B | +$560.0M | 0.9% |
| STATE STREET CORP | 7,566,643 | +76,039 | $3.53B | +$340.1M | 1.0% |
| CITADEL ADVISORS LLC | 958,160 | +435,950 | $447.3M | +$224.8M | 83.5% |
| Capital World Investors | 4,999,422 | +40,086 | $2.33B | +$220.4M | 0.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,311,112 | +245,887 | $1.08B | +$198.8M | 11.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,663,705 | +13,565 | $1.70B | +$154.9M | 0.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 288,017 | +263,963 | $134.4M | +$124.2M | 1097.4% |
| MORGAN STANLEY | 2,194,522 | +64,630 | $1.02B | +$116.8M | 3.0% |
| SEI INVESTMENTS CO | 367,032 | +212,078 | $171.4M | +$105.3M | 136.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 1,084,590 | +108,849 | $507.4M | +$91.7M | 11.2% |
| Qube Research & Technologies Ltd | 213,525 | +186,093 | $99.7M | +$88.0M | 678.4% |
| MILLENNIUM MANAGEMENT LLC | 343,555 | +154,377 | $160.4M | +$79.8M | 81.6% |
| FRANKLIN RESOURCES INC | 1,234,371 | +60,967 | $576.3M | +$76.2M | 5.2% |
| Invesco Ltd. | 1,138,179 | +37,250 | $531.4M | +$62.2M | 3.4% |
| LAZARD ASSET MANAGEMENT LLC | 254,981 | +105,521 | $119.0M | +$55.3M | 70.6% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 110,977 | +108,277 | $51.8M | +$50.7M | 4010.3% |
| AustralianSuper Pty Ltd | 142,372 | +95,181 | $66.5M | +$46.4M | 201.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 688,652 | +35,817 | $321.5M | +$43.3M | 5.5% |
| BARCLAYS PLC | 1,283,485 | +33,493 | $491.7M | -$41.0M | 2.7% |
| Allianz Asset Management GmbH | 425,068 | +48,956 | $198.4M | +$38.1M | 13.0% |
| RBF Capital, LLC | 150,000 | +75,000 | $70.0M | +$38.1M | 100.0% |
| Russell Investments Group, Ltd. | 538,054 | +34,780 | $251.5M | +$37.1M | 6.9% |
| Woodline Partners LP | 152,205 | +60,157 | $71.1M | +$31.8M | 65.3% |
| AMERICAN CENTURY COMPANIES INC | 198,386 | +50,847 | $92.6M | +$29.7M | 34.5% |
| L1 Capital International Pty Ltd | 91,987 | +59,188 | $42.9M | +$29.0M | 180.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 251,546 | +42,079 | $117.4M | +$28.2M | 20.1% |
| Amundi | 392,125 | +34,301 | $183.1M | +$27.9M | 9.6% |
| CITIGROUP INC | 245,922 | +38,031 | $114.8M | +$26.2M | 18.3% |
| Quantinno Capital Management LP | 163,703 | +43,552 | $76.4M | +$25.2M | 36.2% |
| NATIONAL BANK OF CANADA /FI/ | 164,973 | +40,642 | $77.0M | +$24.0M | 32.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 101,700 | +36,424 | $47.5M | +$19.7M | 55.8% |
| D. E. Shaw & Co., Inc. | 118,019 | +34,139 | $55.1M | +$19.3M | 40.7% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 83,427 | +37,107 | $38.9M | +$19.2M | 80.1% |
| DANSKE BANK A/S | 287,954 | +16,884 | $134.4M | +$18.9M | 6.2% |
| PANAGORA ASSET MANAGEMENT INC | 210,905 | +20,181 | $98.5M | +$17.2M | 10.6% |
| MEEDER ASSET MANAGEMENT INC | 37,485 | +36,531 | $17.5M | +$17.1M | 3829.2% |
| Focus Partners Wealth | 43,193 | +33,711 | $20.1M | +$16.4M | 355.5% |
| Point72 Asset Management, L.P. | 35,700 | +33,400 | $16.7M | +$15.7M | 1452.2% |
| Squarepoint Ops LLC | 41,357 | +31,088 | $19.3M | +$14.9M | 302.7% |
| Tidal Investments LLC | 48,900 | +29,145 | $22.8M | +$14.4M | 147.5% |
| Polar Capital Holdings Plc | 34,755 | +28,785 | $16.2M | +$13.7M | 482.2% |
| PEAK6 LLC | 48,600 | +27,098 | $22.7M | +$13.5M | 126.0% |
| Gotham Asset Management, LLC | 49,212 | +25,597 | $23.0M | +$12.9M | 108.4% |
| Korea Investment CORP | 156,185 | +14,322 | $72.9M | +$12.5M | 10.1% |
| CIBC WORLD MARKET INC. | 57,654 | +21,480 | $26.9M | +$11.5M | 59.4% |
| Creative Planning | 81,957 | +17,599 | $38.3M | +$10.8M | 27.3% |
| Boston Partners | 199,771 | +5,257 | $93.3M | +$10.4M | 2.7% |
| Rakuten Investment Management, Inc. | 21,186 | +20,275 | $10.0M | +$10.0M | 2225.6% |
| Munich Reinsurance Co Stock Corp in Munich | 24,245 | +18,676 | $11.5M | +$9.1M | 335.4% |
| Empowered Funds, LLC | 35,725 | +17,374 | $16.7M | +$8.9M | 94.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,631 | +501 | $8.7M | +$8.7M | 2.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,474 | +6,803 | $63.2M | +$8.4M | 5.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 154,484 | +4,757 | $72.1M | +$8.3M | 3.2% |
| Parallax Volatility Advisers, L.P. | 42,900 | +14,900 | $20.0M | +$8.1M | 53.2% |
| NISA INVESTMENT ADVISORS, LLC | 70,580 | +12,126 | $33.0M | +$8.0M | 20.7% |
| Man Group plc | 32,945 | +15,465 | $15.4M | +$7.9M | 88.5% |
| CIBC Asset Management Inc | 40,260 | +13,969 | $18.8M | +$7.6M | 53.1% |
| Andra AP-fonden | 45,260 | +13,360 | $21.1M | +$7.5M | 41.9% |
| PATTON FUND MANAGEMENT, INC. | 16,730 | +16,059 | $7.8M | +$7.5M | 2393.3% |
| Baird Financial Group, Inc. | 58,073 | +11,716 | $27.1M | +$7.4M | 25.3% |
| Vinva Investment Management Ltd | 29,024 | +13,777 | $13.7M | +$7.3M | 90.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 50,139 | +11,873 | $23.4M | +$7.1M | 31.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 41,718 | +12,650 | $19.5M | +$7.1M | 43.5% |
| Aberdeen Group plc | 140,450 | +1,147 | $65.6M | +$6.9M | 0.8% |
| FIRST MANHATTAN CO. LLC. | 28,783 | +12,760 | $13.4M | +$6.6M | 79.6% |
| Ensign Peak Advisors, Inc | 101,366 | +5,823 | $47.3M | +$6.6M | 6.1% |
| CREDIT AGRICOLE S A | 69,607 | +8,298 | $32.5M | +$6.4M | 13.5% |
| VICTORY CAPITAL MANAGEMENT INC | 116,133 | +3,436 | $54.2M | +$6.2M | 3.0% |
| Edgestream Partners, L.P. | 13,505 | +12,524 | $6.3M | +$5.9M | 1276.7% |
| Verition Fund Management LLC | 59,423 | +8,131 | $27.7M | +$5.9M | 15.8% |
| PRUDENTIAL FINANCIAL INC | 101,149 | +3,819 | $47.2M | +$5.7M | 3.9% |
| Markel Group Inc. | 80,680 | +5,467 | $37.7M | +$5.6M | 7.3% |
| Walleye Capital LLC | 33,837 | +9,837 | $15.8M | +$5.6M | 41.0% |
| WESTPAC BANKING CORP | 12,252 | +11,849 | $5.7M | +$5.5M | 2940.2% |
| ASSETMARK, INC | 21,548 | +10,150 | $10.1M | +$5.2M | 89.0% |
| Candriam S.C.A. | 101,001 | +1,899 | $47.2M | +$4.9M | 1.9% |
| BROWN ADVISORY INC | 15,887 | +9,967 | $7.4M | +$4.9M | 168.4% |
| Wealthfront Advisers LLC | 30,303 | +8,463 | $14.1M | +$4.8M | 38.8% |
| Investment Management Corp of Ontario | 17,423 | +8,965 | $8.1M | +$4.5M | 106.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 55,273 | +5,019 | $25.8M | +$4.4M | 10.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 64,237 | +3,724 | $30.0M | +$4.2M | 6.2% |
| CWA Asset Management Group, LLC | 9,555 | +8,733 | $4.5M | +$4.1M | 1062.4% |
| NOMURA HOLDINGS INC | 34,066 | +6,136 | $15.9M | +$4.0M | 22.0% |
| ELEMENT CAPITAL MANAGEMENT LLC | 19,427 | +7,493 | $9.1M | +$4.0M | 62.8% |
| Delta Accumulation, LLC | 20,200 | +6,700 | $9.4M | +$3.9M | 49.6% |
| Cerity Partners LLC | 48,437 | +4,517 | $22.6M | +$3.9M | 10.3% |
| CITIZENS FINANCIAL GROUP INC/RI | 66,718 | +2,592 | $31.1M | +$3.8M | 4.0% |
| Generali Asset Management SPA SGR | 18,462 | +7,193 | $8.6M | +$3.8M | 63.8% |
| Dixon Mitchell Investment Counsel Inc. | 75,803 | +1,699 | $35.4M | +$3.8M | 2.3% |
| Mirae Asset Global Investments Co., Ltd. | 29,449 | +5,974 | $13.7M | +$3.7M | 25.4% |
| CAPITAL FUND MANAGEMENT S.A. | 39,300 | +5,000 | $18.3M | +$3.7M | 14.6% |
| HighTower Advisors, LLC | 39,390 | +4,987 | $18.4M | +$3.7M | 14.5% |
| Genus Capital Management Inc. | 17,896 | +6,741 | $8.4M | +$3.6M | 60.4% |
| Ethic Inc. | 22,310 | +5,781 | $10.4M | +$3.4M | 35.0% |
| Motley Fool Asset Management LLC | 24,971 | +5,363 | $11.7M | +$3.3M | 27.4% |
| Geneos Wealth Management Inc. | 7,741 | +6,880 | $3.6M | +$3.2M | 799.1% |
| Narwhal Capital Management | 13,243 | +6,205 | $6.2M | +$3.2M | 88.2% |
| ABN AMRO INVESTMENT SOLUTIONS | 8,003 | +6,241 | $3.7M | +$3.1M | 354.2% |
| Y-Intercept (Hong Kong) Ltd | 8,190 | +6,562 | $3.8M | +$3.1M | 403.1% |
| Prana Capital Management, LP | 8,398 | +5,993 | $3.9M | +$2.9M | 249.2% |
| ALLSTATE CORP | 12,424 | +5,591 | $5.8M | +$2.9M | 81.8% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 8,506 | +5,909 | $4.0M | +$2.9M | 227.5% |
| BANK OF NOVA SCOTIA | 25,282 | +4,227 | $11.8M | +$2.8M | 20.1% |
| Corient Private Wealth LLC | 219,276 | +177,223 | $20.6M | +$2.7M | 421.4% |
| Townsend & Associates, Inc | 42,238 | +483 | $20.4M | +$2.6M | 1.1% |
| MACKENZIE FINANCIAL CORP | 52,427 | +392 | $24.8M | +$2.6M | 0.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 29,065 | +3,087 | $13.6M | +$2.5M | 11.9% |
| Vanguard Personalized Indexing Management, LLC | 40,456 | +1,872 | $18.9M | +$2.4M | 4.8% |
| Robeco Institutional Asset Management B.V. | 20,692 | +3,625 | $9.7M | +$2.4M | 21.2% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 6,672 | +4,819 | $3.1M | +$2.3M | 260.1% |
| Vestmark Advisory Solutions, Inc. | 6,603 | +4,757 | $3.1M | +$2.3M | 257.7% |
| WOODMONT INVESTMENT COUNSEL LLC | 53,203 | +22 | $24.8M | +$2.2M | 0.0% |
| CapWealth Advisors, LLC | 9,074 | +4,537 | $4.1M | +$2.1M | 100.0% |
| Cullen/Frost Bankers, Inc. | 38,454 | +1,142 | $18.0M | +$2.1M | 3.1% |
| Rockefeller Capital Management L.P. | 18,957 | +2,876 | $8.9M | +$2.0M | 17.9% |
| ProShare Advisors LLC | 30,403 | +1,755 | $14.2M | +$2.0M | 6.1% |
| Caprock Group, LLC | 16,389 | +2,294 | $7.7M | +$2.0M | 16.3% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 6,553 | +3,945 | $3.1M | +$1.9M | 151.3% |
| NEOS Investment Management LLC | 21,833 | +2,470 | $10.2M | +$1.9M | 12.8% |
| Czech National Bank | 42,120 | +519 | $19.7M | +$1.9M | 1.2% |
| XPONANCE, INC. | 37,851 | +784 | $17.7M | +$1.9M | 2.1% |
| Silvercrest Asset Management Group LLC | 41,663 | +374 | $19.5M | +$1.9M | 0.9% |
| M&T Bank Corp | 11,623 | +3,073 | $5.4M | +$1.8M | 35.9% |
| MUFG Securities EMEA plc | 6,548 | +3,413 | $3.1M | +$1.7M | 108.9% |
| ODDO BHF ASSET MANAGEMENT SAS | 9,760 | +2,829 | $4.6M | +$1.6M | 40.8% |
| Ameritas Advisory Services, LLC | 3,462 | +3,414 | $1.6M | +$1.6M | 7112.5% |
| Private Advisor Group, LLC | 5,764 | +3,036 | $2.7M | +$1.5M | 111.3% |
| LEUTHOLD GROUP, LLC | 17,927 | +1,772 | $8.4M | +$1.5M | 11.0% |
| Advisors Capital Management, LLC | 6,836 | +2,604 | $3.2M | +$1.4M | 61.5% |
| Numerai GP LLC | 4,432 | +2,762 | $2.1M | +$1.4M | 165.4% |
| Vise Technologies, Inc. | 12,998 | +1,892 | $6.1M | +$1.3M | 17.0% |
| Vident Advisory, LLC | 6,743 | +2,474 | $3.1M | +$1.3M | 58.0% |
| GAMCO INVESTORS, INC. ET AL | 29,084 | +300 | $13.6M | +$1.3M | 1.0% |
| Diversified Trust Co | 16,885 | +1,405 | $7.9M | +$1.3M | 9.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7,862 | +2,183 | $3.7M | +$1.3M | 38.4% |
| STRATEGIC PLANNING GROUP, LLC | 21,988 | +823 | $10.3M | +$1.2M | 3.9% |
| Sowell Financial Services LLC | 3,975 | +2,509 | $1.9M | +$1.2M | 171.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15,524 | +1,245 | $7.2M | +$1.2M | 8.7% |
| RITHOLTZ WEALTH MANAGEMENT | 11,976 | +1,540 | $5.6M | +$1.1M | 14.8% |
| WBI INVESTMENTS, LLC | 3,192 | +2,331 | $1.5M | +$1.1M | 270.7% |
| Convergence Investment Partners, LLC | 2,954 | +2,345 | $1.4M | +$1.1M | 385.1% |
| Carmel Capital Partners, LLC | 6,360 | +2,017 | $3.0M | +$1.1M | 46.4% |
| Farther Finance Advisors, LLC | 4,269 | +2,073 | $2.0M | +$1.1M | 94.4% |
| Prospera Financial Services Inc | 14,429 | +1,084 | $6.7M | +$1.0M | 8.1% |
| AlphaQuest LLC | 7,683 | +1,684 | $3.6M | +$1.0M | 28.1% |
| denkapparat Operations GmbH | 2,696 | +2,138 | $1.3M | +$1.0M | 383.1% |
| BTG Pactual Asset Management US LLC | 7,426 | +286 | $3.5M | +$999.7K | 4.0% |
| GUGGENHEIM CAPITAL LLC | 7,698 | +1,594 | $3.6M | +$992.4K | 26.1% |
| Waterloo Capital, L.P. | 2,985 | +2,014 | $1.4M | +$979.9K | 207.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,418 | +1,828 | $2.1M | +$958.7K | 70.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3,379 | +1,907 | $1.6M | +$950.2K | 129.6% |
| Illinois Municipal Retirement Fund | 13,268 | +961 | $6.2M | +$949.1K | 7.8% |
| Dai-ichi Life Insurance Company, Ltd | 7,506 | +1,500 | $3.5M | +$944.5K | 25.0% |
| Merit Financial Group, LLC | 6,458 | +1,570 | $3.0M | +$931.8K | 32.1% |
| ANGELES WEALTH MANAGEMENT, LLC | 2,867 | +1,853 | $1.3M | +$906.3K | 182.7% |
| &PARTNERS | 15,419 | +620 | $7.2M | +$905.1K | 4.2% |
| Diversified Enterprises, LLC | 2,545 | +1,879 | $1.2M | +$904.3K | 282.1% |
| Vontobel Holding Ltd. | 5,649 | +1,515 | $2.6M | +$875.4K | 36.6% |
| Kessler Investment Group, LLC | 18,894 | +227 | $8.8M | +$865.0K | 1.2% |
| Hartford Funds Management Co LLC | 4,440 | +1,593 | $2.1M | +$860.9K | 56.0% |
| Mediolanum International Funds Ltd | 7,925 | +774 | $3.8M | +$740.6K | 10.8% |
| NewEdge Wealth, LLC | 8,943 | +1,673 | $4.2M | +$734.9K | 23.0% |
| Global Retirement Partners, LLC | 2,568 | +1,477 | $1.2M | +$734.2K | 135.4% |
| Kesler, Norman & Wride, LLC | 2,747 | +904 | $1.3M | +$729.1K | 49.0% |
| Prestige Wealth Management Group LLC | 2,388 | +1,990 | $868.7K | +$699.1K | 500.0% |
| Artemis Investment Management LLP | 6,506 | +1,005 | $3.0M | +$692.9K | 18.3% |
| Wealthspire Advisors, LLC | 1,551 | +1,414 | $724.0K | +$665.7K | 1032.1% |
| Cumberland Partners Ltd | 8,250 | +750 | $3.9M | +$655.1K | 10.0% |
| Allianz SE | 3,332 | +1,202 | $1.6M | +$647.8K | 56.4% |
| Baker Avenue Asset Management, LP | 12,426 | +253 | $5.8M | +$612.9K | 2.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 10,527 | +426 | $4.9M | +$609.5K | 4.2% |
| CARRET ASSET MANAGEMENT, LLC | 12,168 | +128 | $5.7M | +$548.9K | 1.1% |
| JONES FINANCIAL COMPANIES LLLP | 6,318 | +585 | $2.9M | +$545.5K | 10.2% |
| FORTEM FINANCIAL GROUP, LLC | 6,083 | +683 | $2.8M | +$538.4K | 12.6% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 8,074 | +474 | $3.8M | +$530.3K | 6.2% |
| Aaron Wealth Advisors LLC | 3,529 | +900 | $1.6M | +$527.1K | 34.2% |
| Siemens Fonds Invest GmbH | 8,269 | +282 | $3.9M | +$509.3K | 3.5% |
| Sequoia Financial Advisors, LLC | 5,402 | +663 | $2.5M | +$502.3K | 14.0% |
| NewEdge Advisors, LLC | 6,284 | +576 | $2.9M | +$501.2K | 10.1% |
| ALLIUM FINANCIAL ADVISORS, LLC | 2,360 | +1,180 | $1.0M | +$500.0K | 100.0% |
| Callan Family Office, LLC | 4,650 | +714 | $2.2M | +$493.5K | 18.1% |
| RWA WEALTH PARTNERS, LLC | 2,870 | +867 | $1.3M | +$486.4K | 43.3% |
| Advisory Services Network, LLC | 5,257 | +612 | $2.5M | +$474.8K | 13.2% |
| FIFTH THIRD BANCORP | 9,580 | +175 | $4.5M | +$464.1K | 1.9% |
| HB Wealth Management, LLC | 7,266 | +390 | $3.4M | +$461.7K | 5.7% |
| TBH Global Asset Management, LLC | 7,743 | +323 | $3.6M | +$452.8K | 4.3% |
| U.S. Capital Wealth Advisors, LLC | 3,769 | +697 | $1.8M | +$450.3K | 22.7% |
| GeoWealth Management, LLC | 1,532 | +905 | $715.2K | +$448.0K | 144.3% |
| GTS SECURITIES LLC | 1,486 | +909 | $693.8K | +$447.8K | 157.5% |
| Stratos Wealth Partners, LTD. | 2,657 | +785 | $1.2M | +$442.7K | 41.9% |
| Venturi Wealth Management, LLC | 5,204 | +510 | $2.4M | +$428.5K | 10.9% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,751 | +824 | $817.7K | +$422.5K | 88.9% |
| Engineers Gate Manager LP | 1,958 | +784 | $914.1K | +$413.8K | 66.8% |
| BROWN BROTHERS HARRIMAN & CO | 4,046 | +562 | $1.9M | +$404.0K | 16.1% |
| Concurrent Investment Advisors, LLC | 2,951 | +665 | $1.4M | +$403.4K | 29.1% |
| Allspring Global Investments Holdings, LLC | 8,379 | +60 | $3.9M | +$396.9K | 0.7% |
| Beacon Pointe Advisors, LLC | 7,116 | +240 | $3.3M | +$391.7K | 3.5% |
| Hixon Zuercher, LLC | 6,518 | +288 | $3.0M | +$387.8K | 4.6% |
| GAMMA Investing LLC | 4,096 | +509 | $1.9M | +$383.5K | 14.2% |
| Meeder Advisory Services, Inc. | 6,368 | +277 | $3.0M | +$377.0K | 4.5% |
| PRUDENTIAL PLC | 7,037 | +200 | $3.3M | +$371.4K | 2.9% |
| SCOTIA CAPITAL INC. | 6,648 | +235 | $3.1M | +$370.4K | 3.7% |
| SYON CAPITAL LLC | 4,358 | +438 | $2.0M | +$363.9K | 11.2% |
| PICTON MAHONEY ASSET MANAGEMENT | 779 | +776 | $363.7K | +$363.7K | 25866.7% |
| PROFUND ADVISORS LLC | 2,783 | +564 | $1.3M | +$353.5K | 25.4% |
| Kera Capital Partners, Inc. | 1,640 | +587 | $800.8K | +$352.0K | 55.7% |
| Smartleaf Asset Management LLC | 3,591 | +388 | $1.7M | +$351.2K | 12.1% |
| VIRTUS ADVISERS, LLC | 941 | +909 | $363.0K | +$349.4K | 2840.6% |
| TILIA FIDUCIARY PARTNERS, INC. | 7,697 | +74 | $3.6M | +$344.3K | 1.0% |
| Interchange Capital Partners, LLC | 4,733 | +353 | $2.2M | +$342.7K | 8.1% |
| HUNTINGTON NATIONAL BANK | 5,127 | +293 | $2.4M | +$333.3K | 6.1% |
| Cetera Trust Company, N.A | 7,955 | +15 | $3.7M | +$329.8K | 0.2% |
| Norway Savings Bank | 4,568 | +313 | $2.1M | +$319.1K | 7.3% |
| Erste Asset Management GmbH | 2,883 | +381 | $1.4M | +$313.5K | 15.2% |
| Gen-Wealth Partners Inc | 989 | +638 | $461.7K | +$312.1K | 181.8% |
| 111 Capital | 1,468 | +589 | $685.4K | +$310.7K | 67.0% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 4,734 | +276 | $2.2M | +$310.1K | 6.2% |
| American Trust | 1,106 | +605 | $516.3K | +$302.8K | 120.8% |
| Aprio Wealth Management, LLC | 1,438 | +568 | $671.5K | +$300.8K | 65.3% |
| Frank, Rimerman Advisors LLC | 6,801 | +39 | $3.2M | +$293.1K | 0.6% |
| Kathmere Capital Management, LLC | 1,957 | +501 | $913.6K | +$293.1K | 34.4% |
| Atria Investments, Inc | 5,213 | +188 | $2.4M | +$292.1K | 3.7% |
| RHS Financial, LLC | 1,507 | +534 | $703.6K | +$288.9K | 54.9% |
| MBL Wealth, LLC | 3,256 | +365 | $1.5M | +$288.0K | 12.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,996 | +477 | $931.9K | +$284.5K | 31.4% |
| Waverly Advisors, LLC | 1,388 | +516 | $648.0K | +$276.4K | 59.2% |
| FORTRESS PRIVATE LEDGER, LLC | 2,738 | +378 | $1.3M | +$272.5K | 16.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 6,034 | +47 | $2.8M | +$265.4K | 0.8% |
| D.A. DAVIDSON & CO. | 2,395 | +388 | $1.1M | +$262.7K | 19.3% |
| BENJAMIN EDWARDS INC | 1,732 | +449 | $808.6K | +$261.8K | 35.0% |
| Advisory Alpha, LLC | 2,881 | +318 | $1.3M | +$251.5K | 12.4% |
| SummitTX Capital, L.P. | 998 | +478 | $465.9K | +$244.3K | 91.9% |
| Compound Planning, Inc. | 1,995 | +380 | $931.6K | +$243.1K | 23.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,278 | +136 | $2.0M | +$231.9K | 3.3% |
| Clark Capital Management Group, Inc. | 2,270 | +316 | $1.1M | +$227.0K | 16.2% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 945 | +430 | $441.2K | +$221.7K | 83.5% |
| Crestwood Advisors Group, LLC | 1,261 | +394 | $588.7K | +$219.2K | 45.4% |
| Legacy Advisors, LLC | 4,171 | +114 | $1.9M | +$218.2K | 2.8% |
| OSSIAM | 3,159 | +207 | $1.5M | +$216.7K | 7.0% |
| NorthCrest Asset Manangement, LLC | 4,219 | +106 | $2.0M | +$216.2K | 2.6% |
| Chesley Taft & Associates LLC | 2,563 | +254 | $1.2M | +$212.5K | 11.0% |
| Fairfield Financial Advisors, LTD | 1,824 | +322 | $851.3K | +$211.0K | 21.4% |
| Verdence Capital Advisors LLC | 6,717 | +466 | $3.1M | +$210.9K | 7.5% |
| Steward Partners Investment Advisory, LLC | 2,924 | +212 | $1.4M | +$209.4K | 7.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | 4,899 | +17 | $2.3M | +$206.4K | 0.3% |
| TRUSTMARK BANK TRUST DEPARTMENT | 4,667 | +36 | $2.2M | +$205.1K | 0.8% |
| Aptus Capital Advisors, LLC | 3,231 | +170 | $1.5M | +$203.8K | 5.5% |
| XTX Topco Ltd | 4,712 | +26 | $2.2M | +$202.7K | 0.6% |
| PFG Advisors | 2,442 | +240 | $1.1M | +$201.5K | 10.9% |
| Sivia Capital Partners, LLC | 1,269 | +349 | $592.5K | +$200.3K | 37.9% |
| Fifth Third Wealth Advisors LLC | 2,293 | +249 | $1.1M | +$199.4K | 12.2% |
| CITY NATIONAL BANK OF FLORIDA /MSD | 2,639 | +209 | $1.2M | +$196.4K | 8.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,627 | +100 | $1.7M | +$190.1K | 2.8% |
| Plato Investment Management Ltd | 3,908 | +22 | $1.8M | +$189.8K | 0.6% |
| PINNACLE ASSOCIATES LTD | 3,529 | +106 | $1.6M | +$188.7K | 3.1% |
| Hurley Capital, LLC | 4,579 | +3 | $2.1M | +$187.5K | 0.1% |
| Bank Julius Baer & Co. Ltd, Zurich | 520 | +390 | $242.8K | +$187.3K | 300.0% |
| ACADIAN ASSET MANAGEMENT LLC | 471,367 | +392,253 | $220.0K | +$186.3K | 495.8% |
| PKO Investment Management Joint-Stock Co | 1,950 | +250 | $910.4K | +$185.8K | 14.7% |
| Prime Capital Investment Advisors, LLC | 1,873 | +244 | $874.2K | +$179.9K | 15.0% |
| Lido Advisors, LLC | 8,159 | +335 | $3.5M | +$172.5K | 4.3% |
| Parkside Financial Bank & Trust | 1,449 | +258 | $676.5K | +$168.9K | 21.7% |
| WHITTIER TRUST CO | 1,374 | +220 | $664.5K | +$168.8K | 19.1% |
| MAI Capital Management | 3,018 | +91 | $1.4M | +$161.5K | 3.1% |
| Parallel Advisors, LLC | 2,660 | +124 | $1.2M | +$160.9K | 4.9% |
| HUB Investment Partners, LLC | 1,873 | +188 | $874.4K | +$156.3K | 11.2% |
| BNP PARIBAS | 2,469 | +126 | $1.2M | +$155.5K | 5.4% |
| Equitable Holdings, Inc. | 1,285 | +240 | $599.9K | +$154.5K | 23.0% |
| Gryphon Financial Partners LLC | 1,383 | +227 | $645.6K | +$153.0K | 19.6% |
| OneDigital Investment Advisors LLC | 1,551 | +210 | $724.3K | +$152.6K | 15.7% |
| Ballentine Partners, LLC | 3,698 | +5 | $1.7M | +$152.5K | 0.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,070 | +255 | $499.6K | +$152.2K | 31.3% |
| Fisher Asset Management, LLC | 1,360 | +225 | $635.2K | +$151.5K | 19.8% |
| RIVERSEDGE ADVISORS, LLC | 949 | +264 | $443.1K | +$151.1K | 38.5% |
| TRIGLAV INVESTMENTS, D.O.O. | 2,148 | +148 | $1.0M | +$150.4K | 7.4% |
| True North Advisors, LLC | 1,461 | +211 | $682.1K | +$149.3K | 16.9% |
| Premier Path Wealth Partners, LLC | 1,954 | +163 | $912.2K | +$148.9K | 9.1% |
| Barden Capital Management, Inc. | 2,935 | +66 | $1.4M | +$147.5K | 2.3% |
| OSTRUM ASSET MANAGEMENT | 2,106 | +141 | $983.2K | +$145.7K | 7.2% |
| Optas, LLC | 1,004 | +244 | $468.7K | +$144.8K | 32.1% |
| UMB Bank, n.a. | 1,879 | +153 | $877.2K | +$141.6K | 8.9% |
| COOKSON PEIRCE & CO INC | 1,268 | +211 | $592.0K | +$141.5K | 20.0% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2,245 | +109 | $1.0M | +$137.7K | 5.1% |
| Independent Advisor Alliance | 2,890 | +48 | $1.3M | +$137.7K | 1.7% |
| Clearstead Advisors, LLC | 1,073 | +214 | $500.8K | +$134.7K | 24.9% |
| New Republic Capital, LLC | 1,232 | +196 | $575.0K | +$133.3K | 18.9% |
| Miracle Mile Advisors, LLC | 2,479 | +72 | $1.2M | +$131.8K | 3.0% |
| Cornerstone Wealth Group, LLC | 836 | +223 | $390.1K | +$128.9K | 36.4% |
| Savvy Advisors, Inc. | 840 | +219 | $392.2K | +$127.5K | 35.3% |
| MISSION WEALTH MANAGEMENT, LP | 2,606 | +48 | $1.2M | +$126.7K | 1.9% |
| Chicago Partners Investment Group LLC | 3,474 | +231 | $1.6M | +$123.3K | 7.1% |
| Stokes Family Office, LLC | 2,137 | +84 | $997.7K | +$122.7K | 4.1% |
| Wedmont Private Capital | 3,569 | +9 | $1.7M | +$122.0K | 0.3% |
| LVZ, Inc. | 1,661 | +124 | $775.5K | +$120.4K | 8.1% |
| William B. Walkup & Associates, Inc. | 383 | +245 | $178.8K | +$120.0K | 177.5% |
| HARRELL INVESTMENT PARTNERS, LLC | 844 | +184 | $393.9K | +$112.8K | 27.9% |
| CERTUITY, LLC | 1,159 | +148 | $541.4K | +$110.7K | 14.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 642 | +198 | $299.7K | +$110.5K | 44.6% |
| Summit Financial, LLC | 1,498 | +104 | $699.3K | +$105.2K | 7.5% |
| BSW Wealth Partners | 1,270 | +122 | $592.9K | +$103.6K | 10.6% |
| Versant Capital Management, Inc | 1,357 | +109 | $633.5K | +$101.6K | 8.7% |
| Lakeridge Wealth Management LLC | 2,356 | +11 | $1.1M | +$100.5K | 0.5% |
| True Vision MN LLC | 1,637 | +77 | $764.3K | +$99.4K | 4.9% |
| Dynamic Advisor Solutions LLC | 2,206 | +12 | $1.0M | +$94.8K | 0.5% |
| SUMITOMO LIFE INSURANCE CO | 2,026 | +20 | $945.9K | +$90.9K | 1.0% |
| Dorsey & Whitney Trust CO LLC | 1,364 | +74 | $636.8K | +$87.0K | 5.7% |
| MGO ONE SEVEN LLC | 978 | +106 | $456.6K | +$85.1K | 12.2% |
| CoreCap Advisors, LLC | 338 | +166 | $157.8K | +$84.5K | 96.5% |
| Pinnacle Wealth Management Advisory Group, LLC | 900 | +106 | $420.2K | +$81.8K | 13.3% |
| Resonant Capital Advisors, LLC | 881 | +106 | $411.3K | +$81.0K | 13.7% |
| Sigma Planning Corp | 738 | +119 | $344.6K | +$80.9K | 19.2% |
| Deseret Mutual Benefit Administrators | 1,291 | +65 | $602.7K | +$80.2K | 5.3% |
| AXS Investments LLC | 681 | +122 | $317.9K | +$79.7K | 21.8% |
| Mount Lucas Management LP | 1,831 | +12 | $854.8K | +$79.6K | 0.7% |
| Canandaigua National Trust Co of Florida | 1,879 | +5 | $877.2K | +$78.5K | 0.3% |
| Cambria Investment Management, L.P. | 751 | +111 | $350.6K | +$77.8K | 17.3% |
| Legacy Financial Advisors, Inc. | 879 | +97 | $410.4K | +$77.1K | 12.4% |
| ALPS ADVISORS INC | 909 | +94 | $424.4K | +$77.0K | 11.5% |
| Intelligence Driven Advisers, LLC | 602 | +120 | $281.1K | +$75.6K | 24.9% |
| Wealthcare Advisory Partners LLC | 719 | +103 | $335.9K | +$73.3K | 16.7% |
| Larson Financial Group LLC | 805 | +96 | $375.6K | +$73.3K | 13.5% |
| Cerro Pacific Wealth Advisors LLC | 1,734 | +3 | $809.4K | +$71.4K | 0.2% |
| EXENCIAL WEALTH ADVISORS, LLC | 663 | +103 | $309.5K | +$70.9K | 18.4% |
| Facet Wealth, Inc. | 732 | +54 | $359.8K | +$70.8K | 8.0% |
| StoneX Group Inc. | 1,448 | +10 | $683.0K | +$70.0K | 0.7% |
| MATHER GROUP, LLC. | 1,335 | +36 | $623.1K | +$69.4K | 2.8% |
| AlphaCore Capital LLC | 792 | +86 | $369.7K | +$68.8K | 12.2% |
| 3Chopt Investment Partners, LLC | 1,098 | +56 | $512.6K | +$68.5K | 5.4% |
| Plancorp, LLC | 1,622 | +6 | $757.2K | +$68.5K | 0.4% |
| Pure Financial Advisors, LLC | 726 | +90 | $339.0K | +$67.8K | 14.2% |
| HOHIMER WEALTH MANAGEMENT, LLC | 1,499 | +16 | $699.7K | +$67.5K | 1.1% |
| Avestar Capital, LLC | 1,453 | +19 | $678.6K | +$67.2K | 1.3% |
| Quarry LP | 218 | +135 | $101.8K | +$66.4K | 162.7% |
| Clarus Wealth Advisors | 771 | +64 | $369.6K | +$65.9K | 9.1% |
| JOURNEY STRATEGIC WEALTH LLC | 1,288 | +30 | $601.3K | +$65.2K | 2.4% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 943 | +60 | $440.2K | +$63.9K | 6.8% |
| Baron Wealth Management LLC | 697 | +79 | $325.5K | +$62.0K | 12.8% |
| Advisor OS, LLC | 1,370 | +14 | $639.9K | +$61.7K | 1.0% |
| SG Americas Securities, LLC | 134,811 | +127,226 | $62.9K | +$59.7K | 1677.3% |
| Avidian Wealth Enterprises, LLC | 906 | +52 | $423.0K | +$59.3K | 6.1% |
| GREAT LAKES ADVISORS, LLC | 1,184 | +25 | $553.0K | +$58.9K | 2.1% |
| Terra Nova Asset Management LLC | 1,419 | +2 | $662.4K | +$58.6K | 0.1% |
| Howard Capital Management Inc. | 1,372 | +6 | $640.5K | +$58.4K | 0.4% |
| Strengthening Families & Communities, LLC | 763 | +63 | $356.3K | +$57.9K | 9.0% |
| Turtle Creek Wealth Advisors, LLC | 931 | +47 | $434.6K | +$57.9K | 5.3% |
| AdvisorNet Financial, Inc | 866 | +50 | $404.3K | +$56.5K | 6.1% |
| Pallas Capital Advisors LLC | 1,241 | +5 | $579.4K | +$52.6K | 0.4% |
| SAX WEALTH ADVISORS, LLC | 1,156 | +12 | $539.8K | +$52.2K | 1.0% |
| Transamerica Financial Advisors, LLC | 183 | +104 | $85.4K | +$52.2K | 131.6% |
| D'Orazio & Associates, Inc. | 589 | +66 | $275.0K | +$52.1K | 12.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 659 | +55 | $307.7K | +$50.2K | 9.1% |
| EverSource Wealth Advisors, LLC | 897 | +31 | $418.6K | +$49.7K | 3.6% |
| TRUST POINT INC. | 724 | +47 | $338.0K | +$49.5K | 6.9% |
| McKinley Carter Wealth Services, Inc. | 1,199 | +1 | $559.8K | +$49.1K | 0.1% |
| SageView Advisory Group, LLC | 1,074 | +11 | $501.6K | +$48.4K | 1.0% |
| Moors & Cabot, Inc. | 931 | +23 | $434.9K | +$47.7K | 2.5% |
| Optimize Financial Inc | 1,020 | +12 | $476.2K | +$46.6K | 1.2% |
| LAKE STREET PRIVATE WEALTH, LLC | 994 | +13 | $464.1K | +$46.0K | 1.3% |
| PRIVATE TRUST CO NA | 958 | +15 | $447.3K | +$45.3K | 1.6% |
| Hilltop Holdings Inc. | 643 | +45 | $299.8K | +$44.8K | 7.5% |
| CATALYST FINANCIAL PARTNERS LLC | 964 | +13 | $450.1K | +$44.7K | 1.4% |
| Ellevest, Inc. | 531 | +53 | $247.9K | +$44.2K | 11.1% |
| Verum Partners LLC | 972 | +9 | $453.9K | +$43.4K | 0.9% |
| ROTHSCHILD INVESTMENT LLC | 788 | +26 | $368.0K | +$43.3K | 3.4% |
| CAP Partners, LLC | 1,043 | +1 | $487.2K | +$43.0K | 0.1% |
| Quent Capital, LLC | 868 | +17 | $405.3K | +$42.7K | 2.0% |
| Turning Point Benefit Group, Inc. | 92 | +87 | $43.0K | +$40.8K | 1740.0% |
| RiverFront Investment Group, LLC | 989 | +1 | $461.7K | +$40.6K | 0.1% |
| Moss Adams Wealth Advisors LLC | 654 | +32 | $305.3K | +$40.2K | 5.1% |
| Bayforest Capital Ltd | 318 | +63 | $148.5K | +$39.8K | 24.7% |
| MJP ASSOCIATES INC /ADV | 749 | +21 | $349.8K | +$39.4K | 2.9% |
| Linden Thomas Advisory Services, LLC | 652 | +29 | $304.4K | +$38.9K | 4.7% |
| Sound Income Strategies, LLC | 460 | +37 | $215.9K | +$38.7K | 8.7% |
| Horizon Family Wealth, Inc. | 936 | +1 | $437.1K | +$38.7K | 0.1% |
| MassMutual Private Wealth & Trust, FSB | 683 | +25 | $318.9K | +$38.4K | 3.8% |
| Drucker Wealth 3.0, LLC | 559 | +36 | $260.8K | +$38.1K | 6.9% |
| Enterprise Financial Services Corp | 737 | +18 | $344.1K | +$37.6K | 2.5% |
| Apella Capital, LLC | 620 | +19 | $289.4K | +$37.3K | 3.2% |
| Stratos Investment Management, LLC | 801 | +9 | $374.0K | +$36.2K | 1.1% |
| J.W. COLE ADVISORS, INC. | 2,501 | +5 | $1.1M | +$35.9K | 0.2% |
| HARBOUR INVESTMENTS, INC. | 380 | +44 | $177.4K | +$34.2K | 13.1% |
| Manchester Capital Management LLC | 280 | +51 | $130.7K | +$33.1K | 22.3% |
| CYBER HORNET ETFs LLC | 531 | +24 | $247.9K | +$31.8K | 4.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 278 | +46 | $129.8K | +$31.1K | 19.8% |
| FIRST HORIZON CORP | 321 | +42 | $149.9K | +$31.0K | 15.1% |
| ORG Partners LLC | 242 | +46 | $113.4K | +$29.5K | 23.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 149,856 | +53,543 | $70.0K | +$29.3K | 55.6% |
| Root Financial Partners, LLC | 444 | +26 | $207.3K | +$29.1K | 6.2% |
| SILVER OAK SECURITIES, INCORPORATED | 553 | +3 | $261.7K | +$27.3K | 0.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 561,590 | +9,139 | $262.2K | +$26.7K | 1.6% |
| Kuhn & Co Investment Counsel | 596 | +5 | $278.2K | +$26.4K | 0.8% |
| IMG Wealth Management, Inc. | 468 | +14 | $218.5K | +$25.0K | 3.1% |
| Fiduciary Trust Co | 522 | +7 | $243.6K | +$24.1K | 1.4% |
| CVA Family Office, LLC | 562 | +3 | $262.4K | +$24.1K | 0.5% |
| MCF Advisors LLC | 72 | +49 | $33.6K | +$23.8K | 213.0% |
| GRIMES & COMPANY, INC. | 492 | +7 | $229.6K | +$22.8K | 1.4% |
| FIRETHORN WEALTH PARTNERS, LLC | 546 | +1 | $254.8K | +$22.5K | 0.2% |
| Certified Advisory Corp | 545 | +1 | $254.5K | +$22.5K | 0.2% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 300 | +21 | $140.1K | +$21.1K | 7.5% |
| Luken Investment Analytics, LLC | 495 | +2 | $231.1K | +$21.0K | 0.4% |
| Activest Wealth Management | 175 | +28 | $81.7K | +$19.1K | 19.0% |
| HFM Investment Advisors, LLC | 42 | +40 | $19.6K | +$18.8K | 2000.0% |
| Tripletail Wealth Management, LLC | 455 | +5 | $212.4K | +$16.3K | 1.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | +18 | $94.8K | +$15.9K | 9.7% |
| Handelsbanken Fonder AB | 213,272 | +15,675 | $99.6K | +$15.4K | 7.9% |
| Westend Capital Management, LLC | 40 | +29 | $18.7K | +$14.0K | 263.6% |
| Physician Wealth Advisors, Inc. | 274 | +5 | $127.9K | +$13.3K | 1.9% |
| Bell Investment Advisors, Inc | 134 | +18 | $62.6K | +$13.1K | 15.5% |
| Triumph Capital Management | 136 | +17 | $63.5K | +$12.8K | 14.3% |
| Barnes Dennig Private Wealth Management LLC | 83 | +20 | $38.7K | +$11.9K | 31.7% |
| WealthCollab, LLC | 131 | +13 | $61.2K | +$10.9K | 11.0% |
| JFS WEALTH ADVISORS, LLC | 86 | +17 | $40.1K | +$10.7K | 24.6% |
| Legacy Wealth Managment, LLC/ID | 108 | +10 | $50.4K | +$8.7K | 10.2% |
| SJS Investment Consulting Inc. | 52 | +15 | $24.3K | +$8.5K | 40.5% |
| High Note Wealth, LLC | 19 | +18 | $8.9K | +$8.4K | 1800.0% |
| IMA Advisory Services, Inc. | 20 | +17 | $9.3K | +$8.1K | 566.7% |
| Vermillion & White Wealth Management Group, LLC | 29 | +16 | $13.5K | +$8.0K | 123.1% |
| WPG Advisers, LLC | 109 | +8 | $50.9K | +$7.8K | 7.9% |
| Marquette Asset Management, LLC | 31 | +13 | $14.5K | +$6.8K | 72.2% |
| SBI Securities Co., Ltd. | 101 | +6 | $47.2K | +$6.7K | 6.3% |
| TRUST CO OF VERMONT | 37 | +12 | $17.3K | +$6.6K | 48.0% |
| Bridgewater Advisors Inc. | 1,185 | +15 | $543.3K | -$6.3K | 1.3% |
| HIGHLINE WEALTH PARTNERS LLC | 25 | +12 | $11.7K | +$6.1K | 92.3% |
| True Wealth Design, LLC | 112 | +3 | $52.2K | +$5.6K | 2.8% |
| RATIONAL ADVISORS, INC. | 75 | +6 | $35.0K | +$5.6K | 8.7% |
| Dogwood Wealth Management LLC | 25 | +8 | $11.7K | +$4.4K | 47.0% |
| Clayton Financial Group LLC | 34 | +7 | $15.9K | +$4.4K | 25.9% |
| Westfuller Advisors, LLC | 43 | +5 | $19.9K | +$3.9K | 13.2% |
| Mn Services Vermogensbeheer B.V. | 71,896 | +2,096 | $33.6K | +$3.8K | 3.0% |
| ELEVATION WEALTH PARTNERS, LLC | 17 | +7 | $7.9K | +$3.7K | 70.0% |
| Independence Bank of Kentucky | 12 | +7 | $5.6K | +$3.5K | 140.0% |
| HORIZON FINANCIAL SERVICES, LLC | 40 | +4 | $18.7K | +$3.3K | 11.1% |
| Bay Harbor Wealth Management, LLC | 14 | +5 | $6.5K | +$2.7K | 55.5% |
| Vestcor Inc | 26,268 | +3,473 | $12.3K | +$2.5K | 15.2% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 23 | +3 | $10.9K | +$2.4K | 15.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 37 | +2 | $17.3K | +$2.4K | 5.7% |
| Dunhill Financial, LLC | 20 | +4 | $9.1K | +$2.1K | 25.0% |
| Signature Resources Capital Management, LLC | 10 | +4 | $4.7K | +$2.1K | 66.7% |
| AMERIFLEX GROUP, INC. | 39 | +1 | $18.2K | +$2.0K | 2.6% |
| CHILTON CAPITAL MANAGEMENT LLC | 20 | +2 | $9.3K | +$1.7K | 11.1% |
| Janney Montgomery Scott LLC | 17,407 | +2,159 | $8.1K | +$1.6K | 14.2% |
| CWM, LLC | 16,868 | +1,893 | $7.9K | +$1.5K | 12.6% |
| North Star Investment Management Corp. | 12 | +2 | $5.6K | +$1.3K | 20.0% |
| Cornerstone Planning Group LLC | 33 | +1 | $16.2K | +$1.3K | 3.1% |
| Creative Capital Management Investments LLC | 13 | +1 | $6.1K | +$955 | 8.3% |
| CX Institutional | 21,039 | +128 | $9.8K | +$910 | 0.6% |
| CBIZ Investment Advisory Services, LLC | 11 | +1 | $5.1K | +$873 | 10.0% |
| Harvest Fund Management Co., Ltd | 2,990 | +1,435 | $1.4K | +$732 | 92.3% |
| American Capital Advisory, LLC | 6 | +1 | $2.8K | +$671 | 20.0% |
| NVWM, LLC | 6 | +1 | $2.8K | +$670 | 20.0% |
| Bare Financial Services, Inc | 5 | +1 | $2.3K | +$629 | 25.0% |
| CHASE INVESTMENT COUNSEL CORP | 4,945 | +19 | $2.3K | +$209 | 0.4% |
| T. Rowe Price Investment Management, Inc. | 2,034 | +289 | $950 | +$206 | 16.6% |
| Aspen Investment Management Inc | 749 | +50 | $350 | +$52 | 7.2% |
| HANTZ FINANCIAL SERVICES, INC. | 423 | +50 | $197 | +$38 | 13.4% |
| Claret Asset Management Corp | 607 | +2 | $283 | +$25 | 0.3% |
| Smithfield Trust Co | 370 | +25 | $172 | +$25 | 7.2% |
| GW&K Investment Management, LLC | 123 | +2 | $57 | +$5 | 1.6% |