13F QoQ Ownership Changes
HIG-PG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 174 new · 451 added · 544 reduced · 109 exited
New Positions(174)
Added To(451)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,974,921 | +1,709,680 | $4.41B | +$369.1M | 5.6% |
| NORGES BANK | 4,439,218 | +774,596 | $611.7M | +$180.7M | 21.1% |
| Allianz Asset Management GmbH | 1,632,082 | +925,789 | $224.9M | +$130.7M | 131.1% |
| Bank of New York Mellon Corp | 2,601,049 | +512,778 | $358.4M | +$79.9M | 24.6% |
| BANK OF AMERICA CORP /DE/ | 3,751,795 | +466,064 | $517.0M | +$78.7M | 14.2% |
| STATE STREET CORP | 16,058,220 | +26,380 | $2.22B | +$75.5M | 0.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,560,370 | +489,521 | $215.0M | +$72.2M | 45.7% |
| PANAGORA ASSET MANAGEMENT INC | 1,518,322 | +456,478 | $209.2M | +$67.6M | 43.0% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1,111,847 | +519,352 | $137.3M | +$58.2M | 87.7% |
| GOLDMAN SACHS GROUP INC | 2,360,096 | +300,931 | $325.2M | +$50.5M | 14.6% |
| NewEdge Advisors, LLC | 385,088 | +327,659 | $53.1M | +$45.4M | 570.5% |
| Man Group plc | 1,229,111 | +286,582 | $169.4M | +$43.6M | 30.4% |
| FRANKLIN RESOURCES INC | 3,557,609 | +180,678 | $490.2M | +$39.8M | 5.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,948,948 | +34,274 | $1.09B | +$39.7M | 0.4% |
| Robeco Institutional Asset Management B.V. | 1,761,391 | +220,875 | $242.7M | +$37.2M | 14.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 4,389,329 | +81,712 | $607.0M | +$36.6M | 1.9% |
| BAHL & GAYNOR INC | 2,441,573 | +149,627 | $336.4M | +$30.7M | 6.5% |
| Caisse de depot et placement du Quebec | 1,222,489 | +184,636 | $168.5M | +$30.0M | 17.8% |
| MORGAN STANLEY | 3,974,918 | +90,751 | $547.7M | +$29.6M | 2.3% |
| FIRST TRUST ADVISORS LP | 3,271,691 | +109,254 | $450.8M | +$29.0M | 3.5% |
| AustralianSuper Pty Ltd | 1,992,128 | +150,625 | $274.5M | +$28.9M | 8.2% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 4,267,256 | +68,151 | $588.0M | +$27.9M | 1.6% |
| BARCLAYS PLC | 1,476,278 | +253,976 | $187.3M | +$24.3M | 20.8% |
| Skandinaviska Enskilda Banken AB (publ) | 512,717 | +147,826 | $70.7M | +$22.0M | 40.5% |
| NORTHERN TRUST CORP | 3,896,454 | +32,857 | $536.9M | +$21.6M | 0.8% |
| Russell Investments Group, Ltd. | 492,216 | +143,152 | $67.9M | +$21.4M | 41.0% |
| BNP PARIBAS FINANCIAL MARKETS | 659,088 | +124,997 | $90.8M | +$19.6M | 23.4% |
| UBS Group AG | 1,332,113 | +100,822 | $183.6M | +$19.3M | 8.2% |
| DEUTSCHE BANK AG\ | 1,267,042 | +71,642 | $174.6M | +$15.1M | 6.0% |
| AMERICAN CENTURY COMPANIES INC | 1,052,913 | +71,781 | $145.1M | +$14.2M | 7.3% |
| SEI INVESTMENTS CO | 307,378 | +93,733 | $42.4M | +$13.9M | 43.9% |
| LAZARD ASSET MANAGEMENT LLC | 551,356 | +82,608 | $76.0M | +$13.5M | 17.6% |
| CIBC WORLD MARKET INC. | 127,528 | +93,306 | $17.6M | +$13.0M | 272.6% |
| Aberdeen Group plc | 356,502 | +81,303 | $49.1M | +$12.7M | 29.5% |
| Gotham Asset Management, LLC | 273,363 | +84,626 | $37.7M | +$12.5M | 44.8% |
| CIBC Asset Management Inc | 123,436 | +81,836 | $17.0M | +$11.5M | 196.7% |
| Vinva Investment Management Ltd | 104,061 | +81,121 | $14.4M | +$11.4M | 353.6% |
| Brandywine Global Investment Management, LLC | 351,366 | +71,980 | $48.4M | +$11.2M | 25.8% |
| Squarepoint Ops LLC | 165,783 | +74,802 | $22.8M | +$10.7M | 82.2% |
| IFM Investors Pty Ltd | 82,321 | +8,086 | $11.3K | -$9.9M | 10.9% |
| Rockefeller Capital Management L.P. | 118,665 | +68,765 | $16.4M | +$9.7M | 137.8% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 67,264 | +37,400 | $9.3M | +$9.3M | 125.2% |
| MUFG Securities EMEA plc | 71,123 | +65,741 | $9.8M | +$9.1M | 1221.5% |
| JUPITER ASSET MANAGEMENT LTD | 514,508 | +48,611 | $70.9M | +$8.8M | 10.4% |
| Trexquant Investment LP | 105,324 | +58,809 | $14.5M | +$8.3M | 126.4% |
| DRW Securities, LLC | 63,611 | +58,369 | $8.8M | +$8.1M | 1113.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 342,148 | +48,851 | $47.1M | +$8.0M | 16.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1,400,394 | +11,732 | $193.0M | +$7.7M | 0.8% |
| Creative Planning | 140,238 | +49,577 | $19.3M | +$7.2M | 54.7% |
| QRG CAPITAL MANAGEMENT, INC. | 111,805 | +50,394 | $15.4M | +$7.2M | 82.1% |
| ENVESTNET ASSET MANAGEMENT INC | 665,229 | +23,478 | $91.7M | +$6.1M | 3.6% |
| Silvercrest Asset Management Group LLC | 150,393 | +40,484 | $20.7M | +$6.1M | 36.8% |
| National Pension Service | 534,073 | +24,493 | $73.6M | +$5.6M | 4.8% |
| Quantinno Capital Management LP | 129,753 | +37,682 | $17.9M | +$5.6M | 40.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 587,364 | +23,611 | $80.5M | +$5.3M | 4.2% |
| BANK OF NOVA SCOTIA | 101,541 | +36,439 | $14.0M | +$5.3M | 56.0% |
| RAYMOND JAMES FINANCIAL INC | 679,563 | +17,029 | $93.6M | +$5.3M | 2.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 182,453 | +32,846 | $25.0M | +$5.0M | 21.9% |
| Interval Partners, LP | 64,600 | +32,900 | $8.9M | +$4.7M | 103.8% |
| Rakuten Investment Management, Inc. | 36,763 | +30,521 | $5.1M | +$4.6M | 489.0% |
| Lighthouse Investment Partners, LLC | 115,901 | +30,018 | $16.0M | +$4.5M | 35.0% |
| BANK OF MONTREAL /CAN/ | 342,072 | +20,173 | $47.1M | +$4.2M | 6.3% |
| LPL Financial LLC | 251,986 | +22,983 | $34.7M | +$4.2M | 10.0% |
| 1832 Asset Management L.P. | 55,923 | +28,929 | $7.7M | +$4.1M | 107.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 143,823 | +27,995 | $19.5M | +$4.0M | 24.2% |
| Vest Financial, LLC | 375,818 | +16,902 | $51.8M | +$3.9M | 4.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 91,532 | +25,600 | $12.6M | +$3.8M | 38.8% |
| AVIVA PLC | 257,820 | +20,090 | $35.5M | +$3.8M | 8.4% |
| Federation des caisses Desjardins du Quebec | 83,014 | +25,612 | $11.4M | +$3.8M | 44.6% |
| MML INVESTORS SERVICES, LLC | 60,772 | +24,575 | $8.4M | +$3.5M | 67.9% |
| Swedbank AB | 697,908 | +2,701 | $96.2M | +$3.4M | 0.4% |
| CREDIT AGRICOLE S A | 142,774 | +20,550 | $19.7M | +$3.4M | 16.8% |
| EQUITY INVESTMENT CORP | 580,989 | +5,609 | $80.1M | +$3.3M | 1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 391,964 | +11,621 | $54.0M | +$3.3M | 3.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 175,440 | +18,508 | $24.2M | +$3.2M | 11.8% |
| RiverFront Investment Group, LLC | 380,553 | +9,942 | $52.4M | +$3.2M | 2.7% |
| WELLS FARGO & COMPANY/MN | 595,256 | +4,226 | $82.0M | +$3.2M | 0.7% |
| Korea Investment CORP | 520,091 | +6,650 | $71.7M | +$3.2M | 1.3% |
| TD Asset Management Inc | 364,097 | +11,571 | $50.2M | +$3.1M | 3.3% |
| FEDERATED HERMES, INC. | 319,061 | +12,674 | $44.0M | +$3.1M | 4.1% |
| ZACKS INVESTMENT MANAGEMENT | 425,442 | +9,004 | $58.6M | +$3.1M | 2.2% |
| ODDO BHF ASSET MANAGEMENT SAS | 81,362 | +19,829 | $11.2M | +$3.0M | 32.2% |
| Munich Reinsurance Co Stock Corp in Munich | 39,399 | +19,771 | $5.5M | +$2.9M | 100.7% |
| FIL Ltd | 89,959 | +17,020 | $12.4M | +$2.7M | 23.3% |
| DNB Asset Management AS | 285,741 | +9,559 | $39.4M | +$2.5M | 3.5% |
| Financiere des Professionnels - Fonds d,investissement inc. | 24,639 | +18,171 | $3.4M | +$2.5M | 280.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 389,818 | +5,911 | $53.7M | +$2.5M | 1.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 411,691 | +5,155 | $56.7M | +$2.5M | 1.3% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 127,168 | +14,129 | $17.5M | +$2.4M | 12.5% |
| Andra AP-fonden | 71,100 | +15,800 | $9.8M | +$2.4M | 28.6% |
| PRINCIPAL FINANCIAL GROUP INC | 348,243 | +6,103 | $48.0M | +$2.3M | 1.8% |
| Banque Cantonale Vaudoise | 16,358 | +440 | $2.3M | +$2.3M | 2.8% |
| Focus Partners Wealth | 39,580 | +15,249 | $5.4M | +$2.2M | 62.7% |
| Weiss Asset Management LP | 17,853 | +14,816 | $2.5M | +$2.1M | 487.8% |
| Cerity Partners LLC | 83,553 | +12,536 | $11.5M | +$2.0M | 17.6% |
| MACKENZIE FINANCIAL CORP | 64,179 | +12,800 | $8.9M | +$2.0M | 24.9% |
| Illinois Municipal Retirement Fund | 216,890 | +7,366 | $29.9M | +$1.9M | 3.5% |
| Oak Thistle LLC | 17,075 | +13,598 | $2.4M | +$1.9M | 391.1% |
| Sequoia Financial Advisors, LLC | 27,756 | +13,053 | $3.8M | +$1.9M | 88.8% |
| JANUS HENDERSON GROUP PLC | 363,307 | +1,430 | $50.1M | +$1.8M | 0.4% |
| Spire Wealth Management | 16,603 | +12,686 | $2.3M | +$1.8M | 323.9% |
| DEPRINCE RACE & ZOLLO INC | 270,266 | +4,090 | $37.2M | +$1.7M | 1.5% |
| FORSTA AP-FONDEN | 170,300 | +6,900 | $23.5M | +$1.7M | 4.2% |
| GUGGENHEIM CAPITAL LLC | 33,133 | +11,079 | $4.6M | +$1.6M | 50.2% |
| MARTINGALE ASSET MANAGEMENT L P | 198,736 | +5,486 | $27.4M | +$1.6M | 2.8% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 83,540 | +8,880 | $11.5M | +$1.6M | 11.9% |
| Sienna Gestion | 67,937 | +3,345 | $9.4M | +$1.5M | 5.2% |
| XTX Topco Ltd | 13,653 | +10,978 | $1.9M | +$1.5M | 410.4% |
| ALLSTATE CORP | 20,601 | +10,687 | $2.8M | +$1.5M | 107.8% |
| Vanguard Personalized Indexing Management, LLC | 86,479 | +8,513 | $11.9M | +$1.5M | 10.9% |
| ABN AMRO INVESTMENT SOLUTIONS | 13,980 | +10,804 | $1.9M | +$1.5M | 340.2% |
| M&G PLC | 154,097 | +5,496 | $21.3M | +$1.5M | 3.7% |
| iSAM Funds (UK) Ltd | 22,578 | +9,929 | $3.1M | +$1.4M | 78.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49,812 | +8,980 | $6.9M | +$1.4M | 22.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 212,731 | +3,493 | $29.3M | +$1.4M | 1.7% |
| LBP AM SA | 96,833 | +6,978 | $13.3M | +$1.4M | 7.8% |
| Ameritas Advisory Services, LLC | 10,250 | +9,739 | $1.4M | +$1.3M | 1905.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 294,640 | +72 | $40.6M | +$1.3M | 0.0% |
| Walleye Capital LLC | 12,001 | +9,371 | $1.7M | +$1.3M | 356.3% |
| Mirae Asset Global Investments Co., Ltd. | 78,756 | +7,064 | $10.9M | +$1.3M | 9.8% |
| NEOS Investment Management LLC | 44,216 | +7,422 | $6.1M | +$1.2M | 20.2% |
| COMERICA BANK | 83,087 | +6,031 | $11.4M | +$1.2M | 7.8% |
| Benson Investment Management Company, Inc. | 49,726 | +6,480 | $6.9M | +$1.1M | 15.0% |
| Tredje AP-fonden | 49,032 | +6,431 | $6.8M | +$1.1M | 15.1% |
| Metis Global Partners, LLC | 31,120 | +6,271 | $4.3M | +$973.7K | 25.2% |
| Investment Management Corp of Ontario | 44,491 | +5,724 | $6.1M | +$959.7K | 14.8% |
| Pacer Advisors, Inc. | 35,196 | +5,823 | $4.9M | +$931.9K | 19.8% |
| Consolidated Planning Corp | 54,383 | +5,005 | $7.5M | +$907.4K | 10.1% |
| Ransom Advisory, Ltd | 12,000 | +9,000 | $1.3M | +$891.6K | 300.0% |
| Westover Capital Advisors, LLC | 16,822 | +6,084 | $2.3M | +$885.7K | 56.6% |
| Walleye Trading LLC | 19,771 | +5,963 | $2.7M | +$882.6K | 43.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 178,367 | +439 | $24.6M | +$845.2K | 0.2% |
| Vise Technologies, Inc. | 20,751 | +5,643 | $2.9M | +$844.2K | 37.4% |
| Apollon Wealth Management, LLC | 9,593 | +5,979 | $1.3M | +$839.8K | 165.4% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,458 | +5,284 | $4.2M | +$839.2K | 21.0% |
| Generali Asset Management SPA SGR | 35,384 | +5,059 | $4.9M | +$830.9K | 16.7% |
| NWAM LLC | 7,959 | +6,400 | $1.0M | +$827.3K | 410.5% |
| Avanza Fonder AB | 23,193 | +5,411 | $3.2M | +$824.1K | 30.4% |
| M&T Bank Corp | 45,104 | +4,632 | $6.2M | +$817.5K | 11.4% |
| Concurrent Investment Advisors, LLC | 11,719 | +5,728 | $1.6M | +$815.6K | 95.6% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 12,250 | +5,475 | $1.7M | +$784.3K | 80.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 9,168 | +5,288 | $1.3M | +$747.0K | 136.3% |
| Empowered Funds, LLC | 28,381 | +4,640 | $3.9M | +$744.1K | 19.5% |
| PNC Financial Services Group, Inc. | 140,864 | +655 | $19.4M | +$708.5K | 0.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 107,944 | +1,386 | $14.9M | +$660.9K | 1.3% |
| XPONANCE, INC. | 56,480 | +3,037 | $7.8M | +$654.2K | 5.7% |
| Czech National Bank | 73,476 | +2,064 | $10.1M | +$599.3K | 2.9% |
| NISA INVESTMENT ADVISORS, LLC | 86,084 | +1,519 | $11.9M | +$587.6K | 1.8% |
| US BANCORP \DE\ | 111,809 | +703 | $15.4M | +$586.8K | 0.6% |
| ProShare Advisors LLC | 69,188 | +1,916 | $9.5M | +$560.7K | 2.8% |
| Horizon Investments, LLC | 38,814 | +2,848 | $5.3M | +$551.1K | 7.9% |
| Caprock Group, LLC | 44,812 | +1,868 | $6.2M | +$519.6K | 4.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 59,136 | +1,830 | $8.1M | +$504.9K | 3.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 56,082 | +1,910 | $7.7M | +$502.1K | 3.5% |
| Corient Private Wealth LLC | 104,021 | +8,691 | $13.2M | +$484.8K | 9.1% |
| Ballentine Partners, LLC | 30,934 | +2,462 | $4.3M | +$464.8K | 8.6% |
| Elo Mutual Pension Insurance Co | 44,303 | +2,017 | $6.1M | +$464.4K | 4.8% |
| WBI INVESTMENTS, LLC | 10,867 | +3,064 | $1.5M | +$456.6K | 39.3% |
| Impact Partnership Wealth, LLC | 10,094 | +3,083 | $1.4M | +$455.7K | 44.0% |
| Icon Wealth Advisors, LLC | 14,252 | +2,885 | $2.0M | +$447.8K | 25.4% |
| &PARTNERS | 22,979 | +2,558 | $3.2M | +$446.3K | 12.5% |
| NewEdge Wealth, LLC | 19,360 | +2,031 | $2.7M | +$445.7K | 11.7% |
| Ethic Inc. | 57,633 | +1,412 | $7.9M | +$442.6K | 2.5% |
| BROWN ADVISORY INC | 27,670 | +2,288 | $3.8M | +$427.1K | 9.0% |
| VIRTUS ADVISERS, LLC | 3,464 | +3,341 | $442.5K | +$426.0K | 2716.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 12,517 | +2,692 | $1.7M | +$414.3K | 27.4% |
| Candriam S.C.A. | 48,073 | +1,483 | $6.6M | +$410.1K | 3.2% |
| TRUSTMARK BANK TRUST DEPARTMENT | 45,921 | +1,545 | $6.3M | +$408.6K | 3.5% |
| Suncoast Equity Management | 5,686 | +2,843 | $783.5K | +$404.3K | 100.0% |
| Stanley-Laman Group, Ltd. | 33,558 | +1,815 | $4.6M | +$390.0K | 5.7% |
| Envestnet Portfolio Solutions, Inc. | 32,836 | +1,822 | $4.5M | +$387.8K | 5.9% |
| CAPTRUST FINANCIAL ADVISORS | 26,827 | +1,943 | $3.7M | +$377.5K | 7.8% |
| Astoria Portfolio Advisors LLC. | 4,057 | +2,540 | $570.2K | +$368.5K | 167.4% |
| Farther Finance Advisors, LLC | 9,075 | +2,436 | $1.3M | +$364.9K | 36.7% |
| BOOTHBAY FUND MANAGEMENT, LLC | 5,208 | +2,546 | $717.7K | +$362.6K | 95.6% |
| Crossmark Global Holdings, Inc. | 58,527 | +709 | $8.1M | +$352.7K | 1.2% |
| Prestige Wealth Management Group LLC | 3,600 | +3,000 | $428.7K | +$348.4K | 500.0% |
| Insight Wealth Strategies, LLC | 19,861 | +1,914 | $2.7M | +$342.9K | 10.7% |
| Canada Post Corp Registered Pension Plan | 26,030 | +1,490 | $3.6M | +$341.5K | 6.1% |
| Wealthspire Advisors, LLC | 4,557 | +2,242 | $628.0K | +$319.2K | 96.8% |
| AFFINITY INVESTMENT ADVISORS, LLC | 4,420 | +2,238 | $609.1K | +$318.0K | 102.6% |
| Winthrop Advisory Group LLC | 4,354 | +2,180 | $602.7K | +$311.5K | 100.3% |
| Mariner, LLC | 48,297 | +711 | $6.7M | +$309.8K | 1.5% |
| TD PRIVATE CLIENT WEALTH LLC | 6,033 | +2,084 | $831.3K | +$304.6K | 52.8% |
| GTS SECURITIES LLC | 5,042 | +2,092 | $694.8K | +$301.3K | 70.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27,146 | +1,351 | $3.7M | +$300.1K | 5.2% |
| BAILARD, INC. | 23,057 | +1,410 | $3.2M | +$289.8K | 6.5% |
| Atria Investments, Inc | 12,083 | +1,759 | $1.7M | +$288.0K | 17.0% |
| World Investment Advisors | 6,304 | +2,349 | $808.2K | +$280.7K | 59.4% |
| Global Retirement Partners, LLC | 3,568 | +1,942 | $491.7K | +$274.8K | 119.4% |
| FIFTH THIRD BANCORP | 26,805 | +1,173 | $3.7M | +$274.7K | 4.6% |
| Integrated Quantitative Investments LLC | 9,245 | +1,744 | $1.3M | +$273.4K | 23.3% |
| Knights of Columbus Asset Advisors LLC | 49,212 | +387 | $6.8M | +$268.6K | 0.8% |
| Callan Family Office, LLC | 8,839 | +1,653 | $1.2M | +$259.5K | 23.0% |
| DEAN INVESTMENT ASSOCIATES, LLC | 34,519 | +797 | $4.8M | +$258.5K | 2.4% |
| GAMMA Investing LLC | 15,103 | +1,412 | $2.1M | +$254.9K | 10.3% |
| Scientech Research LLC | 4,190 | +1,741 | $577.4K | +$250.7K | 71.1% |
| OLD NATIONAL BANCORP /IN/ | 3,328 | +1,753 | $458.6K | +$248.5K | 111.3% |
| Aviso Financial Inc. | 24,769 | +1,044 | $3.4M | +$248.5K | 4.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,939 | +573 | $5.2M | +$243.7K | 1.5% |
| TKG Advisors, LLC | 43,815 | +352 | $6.0M | +$240.2K | 0.8% |
| Pathstone Holdings, LLC | 42,005 | +378 | $5.8M | +$236.6K | 0.9% |
| PRINCIPAL SECURITIES, INC. | 6,683 | +1,534 | $920.9K | +$234.1K | 29.8% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 7,744 | +1,486 | $1.1M | +$232.4K | 23.7% |
| Lifestyle Asset Management, Inc. | 13,166 | +1,281 | $1.8M | +$228.9K | 10.8% |
| Vestmark Advisory Solutions, Inc. | 12,120 | +1,294 | $1.7M | +$226.1K | 11.9% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6,207 | +1,235 | $855.3K | +$225.8K | 24.8% |
| USS Investment Management Ltd | 43,496 | +197 | $6.0M | +$221.3K | 0.5% |
| Measured Wealth Private Client Group, LLC | 4,915 | +1,460 | $677.3K | +$216.4K | 42.3% |
| Norinchukin Bank, The | 17,574 | +1,029 | $2.4M | +$214.8K | 6.2% |
| Clark Capital Management Group, Inc. | 5,299 | +1,399 | $730.2K | +$210.0K | 35.9% |
| Aprio Wealth Management, LLC | 3,525 | +1,436 | $485.8K | +$207.1K | 68.7% |
| Merit Financial Group, LLC | 11,623 | +1,164 | $1.6M | +$206.4K | 11.1% |
| INTRUST BANK NA | 23,151 | +776 | $3.2M | +$205.6K | 3.5% |
| Kathmere Capital Management, LLC | 9,616 | +1,197 | $1.3M | +$202.1K | 14.2% |
| Cambria Investment Management, L.P. | 5,626 | +1,058 | $775.3K | +$195.7K | 23.2% |
| Baird Financial Group, Inc. | 27,564 | +545 | $3.8M | +$194.3K | 2.0% |
| Uncommon Cents Investing LLC | 36,475 | +160 | $5.0M | +$182.2K | 0.4% |
| Parallel Advisors, LLC | 16,466 | +821 | $2.3M | +$182.2K | 5.2% |
| LEUTHOLD GROUP, LLC | 36,303 | +158 | $5.0M | +$181.2K | 0.4% |
| Patriot Financial Group Insurance Agency, LLC | 3,098 | +1,227 | $426.9K | +$177.3K | 65.6% |
| Advisory Alpha, LLC | 6,624 | +996 | $912.9K | +$164.6K | 17.7% |
| SYON CAPITAL LLC | 5,920 | +1,007 | $815.8K | +$160.4K | 20.5% |
| Aaron Wealth Advisors LLC | 5,453 | +1,019 | $751.4K | +$160.0K | 23.0% |
| Qtron Investments LLC | 5,585 | +993 | $769.6K | +$157.1K | 21.6% |
| Aurora Investment Counsel | 19,641 | +517 | $2.7M | +$155.6K | 2.7% |
| Horizon Investment Services, LLC | 34,244 | +30 | $4.7M | +$154.9K | 0.1% |
| Kingsview Wealth Management, LLC | 32,452 | +53 | $4.5M | +$150.2K | 0.2% |
| Dean Capital Management | 17,825 | +531 | $2.5M | +$149.4K | 3.1% |
| BROWN BROTHERS HARRIMAN & CO | 10,423 | +774 | $1.4M | +$149.2K | 8.0% |
| Cyndeo Wealth Partners, LLC | 25,612 | +252 | $3.5M | +$146.5K | 1.0% |
| HUNTINGTON NATIONAL BANK | 10,053 | +757 | $1.4M | +$145.3K | 8.1% |
| Ascent Group, LLC | 19,822 | +427 | $2.7M | +$144.3K | 2.2% |
| Crestwood Advisors Group, LLC | 4,019 | +948 | $553.8K | +$144.2K | 30.9% |
| Aptus Capital Advisors, LLC | 8,429 | +793 | $1.2M | +$142.9K | 10.4% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 11,939 | +89 | $1.6M | +$141.8K | 0.8% |
| Sterling Capital Management LLC | 17,946 | +467 | $2.5M | +$141.4K | 2.7% |
| Beacon Pointe Advisors, LLC | 4,215 | +899 | $580.9K | +$138.5K | 27.1% |
| Cullen/Frost Bankers, Inc. | 8,443 | +744 | $1.2M | +$136.4K | 9.7% |
| NBC SECURITIES, INC. | 22,500 | +269 | $3.1M | +$135.1K | 1.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,332 | +616 | $1.6M | +$132.1K | 5.7% |
| Accurate Wealth Management, LLC | 7,602 | +709 | $1.0M | +$132.1K | 10.3% |
| Steward Partners Investment Advisory, LLC | 18,966 | +348 | $2.6M | +$129.9K | 1.9% |
| Miracle Mile Advisors, LLC | 4,689 | +813 | $646.2K | +$129.1K | 21.0% |
| Virtus Investment Advisers, LLC | 15,546 | +436 | $2.1M | +$126.7K | 2.9% |
| GREENLEAF TRUST | 21,414 | +227 | $3.0M | +$124.7K | 1.1% |
| Snowden Capital Advisors LLC | 6,115 | +718 | $846.3K | +$123.6K | 13.3% |
| PRIVATE TRUST CO NA | 2,008 | +858 | $276.8K | +$123.4K | 74.6% |
| HB Wealth Management, LLC | 9,561 | +609 | $1.3M | +$123.3K | 6.8% |
| FINANCIAL ADVISORY PARTNERS, LLC | 27,379 | +9 | $3.8M | +$121.9K | 0.0% |
| B. Metzler seel. Sohn & Co. AG | 17,215 | +337 | $2.4M | +$121.2K | 2.0% |
| CITIZENS FINANCIAL GROUP INC/RI | 6,197 | +661 | $857.9K | +$116.5K | 11.9% |
| SIGNATUREFD, LLC | 6,562 | +624 | $904.2K | +$112.2K | 10.5% |
| OneDigital Investment Advisors LLC | 12,137 | +437 | $1.7M | +$111.8K | 3.7% |
| D.A. DAVIDSON & CO. | 20,410 | +153 | $2.8M | +$110.4K | 0.8% |
| Legacy Capital Wealth Partners, LLC | 6,554 | +607 | $903.1K | +$109.8K | 10.2% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 2,883 | +720 | $397.3K | +$108.8K | 33.3% |
| GeoWealth Management, LLC | 12,315 | +405 | $1.7M | +$108.3K | 3.4% |
| Vident Advisory, LLC | 12,798 | +359 | $1.8M | +$104.3K | 2.9% |
| PUREfi Wealth, LLC | 2,971 | +678 | $409.4K | +$103.5K | 29.6% |
| Compound Planning, Inc. | 6,754 | +497 | $930.8K | +$96.2K | 7.9% |
| Geneos Wealth Management Inc. | 12,146 | +316 | $1.7M | +$95.7K | 2.7% |
| NorthCrest Asset Manangement, LLC | 14,858 | +266 | $2.0M | +$94.1K | 1.8% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 891 | +674 | $122.8K | +$93.8K | 310.6% |
| GRIFFIN ASSET MANAGEMENT, INC. | 15,755 | +175 | $2.2M | +$92.8K | 1.1% |
| WEALTH ALLIANCE, LLC | 2,914 | +595 | $401.5K | +$92.2K | 25.6% |
| Stratos Investment Management, LLC | 7,249 | +444 | $999.0K | +$91.3K | 6.5% |
| Board of the Pension Protection Fund | 11,400 | +300 | $1.6M | +$90.3K | 2.7% |
| Bridgewater Advisors Inc. | 4,244 | +649 | $549.8K | +$89.9K | 18.1% |
| Hilltop Holdings Inc. | 3,476 | +559 | $478.9K | +$89.8K | 19.2% |
| Kestra Advisory Services, LLC | 17,646 | +79 | $2.4M | +$88.5K | 0.4% |
| CHILDRESS CAPITAL ADVISORS, LLC | 2,688 | +535 | $370.4K | +$83.2K | 24.8% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 9,083 | +310 | $1.3M | +$81.4K | 3.5% |
| DAVENPORT & Co LLC | 3,879 | +473 | $534.5K | +$80.2K | 13.9% |
| Mystic Asset Management, Inc. | 14,086 | +133 | $1.9M | +$79.9K | 0.9% |
| REAP Financial Group, LLC | 1,339 | +549 | $184.5K | +$79.1K | 69.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,313,519 | +540,290 | $181.0K | +$78.5K | 69.9% |
| Wealthcare Advisory Partners LLC | 2,245 | +506 | $309.4K | +$77.5K | 29.1% |
| Diversified Enterprises, LLC | 2,145 | +505 | $295.6K | +$76.8K | 30.8% |
| Ignite Planners, LLC | 3,313 | +525 | $447.5K | +$75.6K | 18.8% |
| Valeo Financial Advisors, LLC | 2,275 | +491 | $313.4K | +$75.5K | 27.5% |
| SAGESPRING WEALTH PARTNERS, LLC | 4,007 | +426 | $552.2K | +$74.5K | 11.9% |
| Clearstead Advisors, LLC | 1,616 | +503 | $222.7K | +$74.2K | 45.2% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 13,137 | +86 | $1.8M | +$69.4K | 0.7% |
| MGO ONE SEVEN LLC | 5,405 | +338 | $744.8K | +$68.9K | 6.7% |
| Premier Path Wealth Partners, LLC | 2,669 | +407 | $367.8K | +$66.1K | 18.0% |
| LRI Investments, LLC | 738 | +461 | $101.7K | +$64.7K | 166.4% |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,301 | +368 | $454.9K | +$63.6K | 12.5% |
| Lido Advisors, LLC | 8,862 | +446 | $1.2M | +$63.6K | 5.3% |
| AE Wealth Management LLC | 2,932 | +370 | $404.1K | +$62.3K | 14.4% |
| JOHNSON INVESTMENT COUNSEL INC | 9,104 | +162 | $1.3M | +$61.8K | 1.8% |
| PZENA INVESTMENT MANAGEMENT LLC | 2,127 | +392 | $293.1K | +$61.7K | 22.6% |
| Diversified Trust Co | 10,644 | +101 | $1.5M | +$60.4K | 0.9% |
| Waverly Advisors, LLC | 1,966 | +370 | $270.9K | +$58.0K | 23.2% |
| Sharp Financial Services, LLC | 3,105 | +327 | $427.9K | +$57.3K | 11.8% |
| Segment Wealth Management, LLC | 2,337 | +337 | $322.0K | +$55.3K | 16.9% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 7,959 | +151 | $1.1M | +$55.2K | 1.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 11,945 | +18 | $1.6M | +$55.1K | 0.1% |
| MCF Advisors LLC | 4,221 | +234 | $584.2K | +$51.0K | 5.9% |
| Westerkirk Capital Inc. | 5,500 | +200 | $757.9K | +$50.9K | 3.8% |
| TECTONIC ADVISORS LLC | 5,047 | +212 | $695.5K | +$50.6K | 4.4% |
| GUIDANCE CAPITAL, INC | 9,859 | +19 | $1.3M | +$50.1K | 0.2% |
| ANGELES WEALTH MANAGEMENT, LLC | 2,311 | +284 | $319.8K | +$49.4K | 14.0% |
| Gryphon Financial Partners LLC | 4,659 | +215 | $642.0K | +$49.2K | 4.8% |
| TFB Advisors LLC | 5,618 | +90 | $774.2K | +$49.0K | 1.6% |
| QUADRANT CAPITAL GROUP LLC | 7,516 | +118 | $1.0M | +$48.9K | 1.6% |
| Capital Investment Advisors, LLC | 2,619 | +267 | $361.0K | +$47.2K | 11.3% |
| Hillsdale Investment Management Inc. | 7,150 | +100 | $985.3K | +$44.9K | 1.4% |
| TRUST CO OF VERMONT | 577 | +309 | $79.5K | +$43.8K | 115.3% |
| WEST PACES ADVISORS INC. | 3,200 | +212 | $441.0K | +$42.4K | 7.1% |
| HBK Sorce Advisory LLC | 2,888 | +14 | $411.7K | +$42.0K | 0.5% |
| Stratos Wealth Partners, LTD. | 7,274 | +64 | $1.0M | +$40.6K | 0.9% |
| NOMURA HOLDINGS INC | 7,309 | +61 | $1.0M | +$40.4K | 0.8% |
| McGlone Suttner Wealth Management, Inc. | 5,411 | +124 | $745.6K | +$40.4K | 2.3% |
| Argent Trust Co | 8,999 | +4 | $1.2M | +$40.2K | 0.0% |
| Ashton Thomas Private Wealth, LLC | 2,513 | +216 | $347.8K | +$40.2K | 9.4% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 4,646 | +141 | $643.0K | +$39.7K | 3.1% |
| Mount Lucas Management LP | 6,691 | +74 | $922.0K | +$39.4K | 1.1% |
| Haven Private, LLC | 6,751 | +71 | $930.3K | +$39.2K | 1.1% |
| Dorsey & Whitney Trust CO LLC | 2,205 | +209 | $303.8K | +$37.6K | 10.5% |
| Financial Engines Advisors L.L.C. | 3,656 | +148 | $503.8K | +$35.9K | 4.2% |
| Transamerica Financial Advisors, LLC | 2,183 | +180 | $301.2K | +$33.8K | 9.0% |
| HUB Investment Partners, LLC | 6,924 | +25 | $954.1K | +$33.8K | 0.4% |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 1,704 | +193 | $234.8K | +$33.3K | 12.8% |
| Savvy Advisors, Inc. | 2,254 | +172 | $310.5K | +$32.9K | 8.3% |
| MISSION WEALTH MANAGEMENT, LP | 6,055 | +33 | $834.4K | +$31.1K | 0.5% |
| HORAN Wealth, LLC | 6,034 | +23 | $831.5K | +$29.7K | 0.4% |
| RIVERSEDGE ADVISORS, LLC | 2,445 | +138 | $336.9K | +$29.2K | 6.0% |
| New England Capital Financial Advisors LLC | 1,265 | +175 | $174.4K | +$28.9K | 16.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 371 | +202 | $51.3K | +$28.7K | 119.5% |
| Forum Financial Management, LP | 5,478 | +32 | $754.9K | +$28.4K | 0.6% |
| Riverbend Wealth Management, LLC | 2,299 | +131 | $316.8K | +$27.7K | 6.0% |
| BURNEY CO/ | 5,726 | +16 | $789.0K | +$27.4K | 0.3% |
| PFG Investments, LLC | 2,897 | +108 | $399.2K | +$27.2K | 3.9% |
| Naviter Wealth, LLC | 4,118 | +61 | $570.0K | +$26.7K | 1.5% |
| CENTRAL TRUST Co | 1,581 | +146 | $217.9K | +$26.5K | 10.2% |
| JB Capital LLC | 5,898 | +3 | $812.7K | +$26.4K | 0.1% |
| MAI Capital Management | 3,391 | +86 | $467.3K | +$26.4K | 2.6% |
| Parkside Financial Bank & Trust | 1,173 | +154 | $161.6K | +$25.7K | 15.1% |
| OAKWORTH CAPITAL, INC. | 514 | +174 | $70.8K | +$25.5K | 51.2% |
| MATHER GROUP, LLC. | 2,050 | +121 | $282.5K | +$25.2K | 6.3% |
| WealthBridge Capital Management, LLC | 2,069 | +110 | $285.1K | +$23.8K | 5.6% |
| SG Americas Securities, LLC | 247,630 | +169,889 | $34.1K | +$23.8K | 218.5% |
| Genus Capital Management Inc. | 4,004 | +45 | $551.8K | +$23.7K | 1.1% |
| Hilltop National Bank | 562 | +157 | $77.4K | +$23.4K | 38.8% |
| Nemes Rush Group LLC | 3,695 | +51 | $509.2K | +$23.1K | 1.4% |
| UMB Bank, n.a. | 4,061 | +34 | $559.6K | +$22.4K | 0.8% |
| Frisch Financial Group, Inc. | 4,471 | +18 | $618.8K | +$22.4K | 0.4% |
| SEVEN MILE ADVISORY | 1,874 | +103 | $258.2K | +$22.0K | 5.8% |
| Advisor OS, LLC | 2,231 | +91 | $307.4K | +$21.9K | 4.3% |
| MJP ASSOCIATES INC /ADV | 2,226 | +91 | $306.7K | +$21.9K | 4.3% |
| CATALYST FINANCIAL PARTNERS LLC | 3,338 | +53 | $459.9K | +$21.8K | 1.6% |
| Optimize Financial Inc | 3,476 | +48 | $479.0K | +$21.7K | 1.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3,751 | +37 | $516.9K | +$21.4K | 1.0% |
| Barnes Dennig Private Wealth Management LLC | 257 | +152 | $35.4K | +$21.4K | 144.8% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1,950 | +95 | $268.8K | +$21.3K | 5.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,659 | +106 | $228.9K | +$21.1K | 6.8% |
| Manchester Capital Management LLC | 1,383 | +112 | $190.6K | +$21.0K | 8.8% |
| Interchange Capital Partners, LLC | 3,372 | +46 | $464.7K | +$21.0K | 1.4% |
| ALPS ADVISORS INC | 3,477 | +38 | $479.1K | +$20.4K | 1.1% |
| HARBOR INVESTMENT ADVISORY, LLC | 159 | +145 | $21.9K | +$20.0K | 1035.7% |
| Balefire, LLC | 1,991 | +84 | $274.4K | +$20.0K | 4.4% |
| D'Orazio & Associates, Inc. | 3,329 | +39 | $458.7K | +$19.9K | 1.2% |
| Bell Investment Advisors, Inc | 460 | +129 | $63.4K | +$19.2K | 39.0% |
| DRIVE WEALTH MANAGEMENT, LLC | 2,371 | +58 | $328.2K | +$18.5K | 2.5% |
| Cooper Financial Group | 3,039 | +37 | $418.8K | +$18.4K | 1.2% |
| GSB Wealth Management, LLC | 3,855 | +6 | $531.2K | +$17.8K | 0.1% |
| Signal Advisors Wealth, LLC | 1,745 | +75 | $240.4K | +$17.6K | 4.5% |
| BENJAMIN EDWARDS INC | 3,108 | +26 | $428.5K | +$17.2K | 0.8% |
| AdvisorNet Financial, Inc | 3,415 | +10 | $470.6K | +$16.4K | 0.3% |
| Addison Advisors LLC | 383 | +108 | $52.8K | +$16.1K | 39.3% |
| IEQ CAPITAL, LLC | 1,741 | +59 | $239.9K | +$15.5K | 3.5% |
| PDS Planning, Inc | 3,090 | +11 | $425.8K | +$15.1K | 0.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 111 | +109 | $15.3K | +$15.0K | 5450.0% |
| Dynasty Wealth Management, LLC | 2,861 | +15 | $394.3K | +$14.7K | 0.5% |
| Checchi Capital Advisers, LLC | 2,252 | +33 | $310.3K | +$14.3K | 1.5% |
| Wedmont Private Capital | 4,884 | +28 | $663.8K | +$14.0K | 0.6% |
| CERTUITY, LLC | 1,578 | +50 | $217.5K | +$13.6K | 3.3% |
| Verum Partners LLC | 2,509 | +17 | $345.8K | +$13.3K | 0.7% |
| Turning Point Benefit Group, Inc. | 102 | +96 | $14.1K | +$13.3K | 1600.0% |
| Legacy Financial Advisors, Inc. | 1,747 | +41 | $240.8K | +$13.2K | 2.4% |
| JFS WEALTH ADVISORS, LLC | 1,311 | +52 | $181.0K | +$13.0K | 4.1% |
| Avior Wealth Management, LLC | 2,551 | +11 | $351.5K | +$12.7K | 0.4% |
| Frank, Rimerman Advisors LLC | 2,206 | +14 | $304.0K | +$11.6K | 0.6% |
| Sound Income Strategies, LLC | 279 | +87 | $36.2K | +$11.2K | 45.3% |
| HighPoint Advisor Group LLC | 2,418 | +3 | $333.2K | +$11.1K | 0.1% |
| TD Waterhouse Canada Inc. | 1,568 | +25 | $216.1K | +$10.9K | 1.6% |
| HARBOUR INVESTMENTS, INC. | 540 | +64 | $74.4K | +$10.9K | 13.4% |
| SBI Securities Co., Ltd. | 230 | +71 | $31.7K | +$10.5K | 44.6% |
| Howard Capital Management Inc. | 2,036 | +9 | $280.6K | +$10.2K | 0.4% |
| Clarius Group, LLC | 1,846 | +15 | $254.4K | +$10.1K | 0.8% |
| DAYMARK WEALTH PARTNERS, LLC | 1,818 | +16 | $250.5K | +$10.1K | 0.9% |
| Pinnacle Wealth Planning Services, Inc. | 2,183 | +2 | $300.8K | +$9.9K | 0.1% |
| North Star Investment Management Corp. | 2,104 | +4 | $289.9K | +$9.8K | 0.2% |
| FIDELIS CAPITAL PARTNERS, LLC | 2,050 | +5 | $282.5K | +$9.7K | 0.2% |
| Western Wealth Management, LLC | 1,852 | +11 | $255.2K | +$9.6K | 0.6% |
| CYBER HORNET ETFs LLC | 856 | +44 | $118.0K | +$9.6K | 5.4% |
| Clean Yield Group | 339 | +60 | $46.7K | +$9.5K | 21.5% |
| Strategic Advisors LLC | 1,818 | +8 | $250.7K | +$9.2K | 0.4% |
| Gerber Kawasaki Wealth & Investment Management | 1,612 | +15 | $222.3K | +$9.1K | 0.9% |
| Ancora Advisors LLC | 1,316 | +23 | $181.3K | +$8.9K | 1.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 314,406 | +55,971 | $43.3K | +$8.9K | 21.6% |
| CATHY PARETO & ASSOCIATES, INC | 1,770 | +7 | $243.9K | +$8.7K | 0.4% |
| CSM Advisors, LLC | 388,721 | +52,385 | $53.6K | +$8.7K | 15.6% |
| Fort Sheridan Advisors LLC | 1,696 | +3 | $233.6K | +$7.8K | 0.2% |
| ROTHSCHILD INVESTMENT LLC | 574 | +36 | $79.1K | +$7.4K | 6.7% |
| Millstone Evans Group, LLC | 216 | +46 | $29.8K | +$7.1K | 27.1% |
| Tortoise Investment Management, LLC | 1,541 | +2 | $212.3K | +$7.1K | 0.1% |
| Park Place Capital Corp | 74 | +50 | $10.2K | +$7.0K | 208.3% |
| Versant Capital Management, Inc | 888 | +21 | $122.4K | +$6.7K | 2.4% |
| United Financial Planning Group LLC | 257 | +38 | $35.4K | +$6.2K | 17.4% |
| Westfuller Advisors, LLC | 215 | +34 | $29.8K | +$5.5K | 18.8% |
| Treasurer of the State of North Carolina | 195,908 | +34,359 | $27.0K | +$5.4K | 21.3% |
| Valued Wealth Advisors LLC | 291 | +30 | $40.3K | +$5.3K | 11.5% |
| CoreCap Advisors, LLC | 1,017 | +2 | $140.1K | +$4.8K | 0.2% |
| IMA Advisory Services, Inc. | 36 | +33 | $5.0K | +$4.6K | 1100.0% |
| Bogart Wealth, LLC | 149 | +29 | $20.5K | +$4.5K | 24.2% |
| Rossby Financial, LCC | 134 | +29 | $18.5K | +$4.5K | 27.6% |
| Financial Management Professionals, Inc. | 43 | +27 | $5.9K | +$3.8K | 168.8% |
| Verus Financial Partners, Inc. | 1,775 | +11 | $232.0K | -$3.3K | 0.6% |
| Thrivent Financial for Lutherans | 49,978 | +22,185 | $6.9K | +$3.2K | 79.8% |
| HORIZON FINANCIAL SERVICES, LLC | 81 | +20 | $11.2K | +$3.0K | 32.8% |
| ELEVATION WEALTH PARTNERS, LLC | 24 | +21 | $3.3K | +$2.9K | 700.0% |
| Handelsbanken Fonder AB | 80,015 | +16,875 | $11.0K | +$2.6K | 26.7% |
| SJS Investment Consulting Inc. | 42 | +18 | $5.8K | +$2.6K | 75.0% |
| Triumph Capital Management | 501 | +1 | $69.1K | +$2.4K | 0.2% |
| Colonial Trust Co / SC | 76 | +12 | $10.5K | +$2.0K | 18.8% |
| First Command Advisory Services, Inc. | 17 | +13 | $2.3K | +$1.8K | 325.0% |
| Bay Harbor Wealth Management, LLC | 34 | +12 | $4.7K | +$1.8K | 54.5% |
| Daiwa Securities Group Inc. | 66,603 | +10,832 | $9.2K | +$1.7K | 19.4% |
| Vestcor Inc | 19,347 | +8,022 | $2.7K | +$1.2K | 70.8% |
| Park Square Financial Group, LLC | 60 | +18 | $6.6K | +$962 | 42.9% |
| MEEDER ASSET MANAGEMENT INC | 113 | +3 | $15.6K | +$898 | 2.7% |
| BESSEMER GROUP INC | 12,967 | +6,207 | $1.8K | +$885 | 91.8% |
| American Capital Advisory, LLC | 14 | +6 | $1.9K | +$862 | 75.0% |
| Aspect Partners, LLC | 71 | +4 | $9.8K | +$847 | 6.0% |
| Dunhill Financial, LLC | 80 | +4 | $11.0K | +$786 | 5.3% |
| VAN ECK ASSOCIATES CORP | 50,229 | +3,506 | $6.9K | +$690 | 7.5% |
| PARK AVENUE SECURITIES LLC | 30,418 | +3,986 | $4.2K | +$666 | 15.1% |
| WestEnd Advisors, LLC | 9 | +3 | $1.2K | +$440 | 50.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 28 | +2 | $4.0K | +$419 | 7.7% |
| Bare Financial Services, Inc | 6 | +2 | $827 | +$293 | 50.0% |
| High Note Wealth, LLC | 3 | +2 | $413 | +$280 | 200.0% |
| Quaker Wealth Management, LLC | 8 | +1 | $1.1K | +$169 | 14.3% |
| DELPHI MANAGEMENT INC /MA/ | 10,794 | +432 | $1.5K | +$105 | 4.2% |
| WEDBUSH SECURITIES INC | 9,312 | +308 | $1.3K | +$82 | 3.4% |
| HANTZ FINANCIAL SERVICES, INC. | 5,239 | +355 | $722 | +$71 | 7.3% |
| CX Institutional | 3,660 | +371 | $504 | +$65 | 11.3% |
| Cloud Capital Management, LLC | 2,311 | +19 | $319 | +$13 | 0.8% |
| Wayfinding Financial, LLC | 2,669 | +3 | $369 | +$12 | 0.1% |
| GW&K Investment Management, LLC | 268 | +77 | $37 | +$12 | 40.3% |