13F QoQ Ownership Changes
IAU Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 315 new · 638 added · 924 reduced · 109 exited
New Positions(315)
Added To(638)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 3,538,226 | +21,175 | $287.2M | +$286.9M | 0.6% |
| FMR LLC | 22,414,658 | +424,770 | $1.82B | +$219.2M | 1.9% |
| MORGAN STANLEY | 24,895,743 | +59,272 | $2.02B | +$213.4M | 0.2% |
| CITIGROUP INC | 7,201,313 | +1,893,594 | $584.5M | +$198.3M | 35.7% |
| CITADEL ADVISORS LLC | 4,389,507 | +2,089,218 | $356.3M | +$188.9M | 90.8% |
| BlackRock, Inc. | 7,189,794 | +1,496,131 | $583.6M | +$169.3M | 26.3% |
| Concurrent Investment Advisors, LLC | 2,534,729 | +2,008,288 | $205.7M | +$167.4M | 381.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,214,500 | +1,481,500 | $260.9M | +$134.8M | 85.5% |
| LPL Financial LLC | 13,742,286 | +203,528 | $1.12B | +$130.2M | 1.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,595,990 | +1,019,135 | $535.4M | +$129.6M | 18.3% |
| WELLS FARGO & COMPANY/MN | 13,136,955 | +260,541 | $1.07B | +$129.3M | 2.0% |
| MOON CAPITAL MANAGEMENT LP | 3,119,208 | +1,559,604 | $240.1M | +$126.6M | 100.0% |
| AMERIPRISE FINANCIAL INC | 7,267,819 | +660,463 | $590.2M | +$108.5M | 10.0% |
| Erste Asset Management GmbH | 2,585,650 | +680,000 | $209.9M | +$72.4M | 35.7% |
| Silver Point Capital L.P. | 1,945,000 | +610,000 | $157.9M | +$60.7M | 45.7% |
| JANE STREET GROUP, LLC | 1,161,727 | +699,644 | $94.3M | +$60.7M | 151.4% |
| TRUIST FINANCIAL CORP | 5,904,081 | +89,891 | $479.2M | +$56.1M | 1.5% |
| NORTHERN TRUST CORP | 4,539,672 | +228,193 | $368.5M | +$54.7M | 5.3% |
| Focus Partners Wealth | 1,083,477 | +588,133 | $87.9M | +$51.7M | 118.7% |
| RAYMOND JAMES FINANCIAL INC | 5,649,490 | +210 | $458.6M | +$47.6M | 0.0% |
| Gotham Asset Management, LLC | 796,388 | +515,975 | $64.6M | +$44.2M | 184.0% |
| Rockefeller Capital Management L.P. | 1,999,238 | +320,712 | $162.3M | +$40.1M | 19.1% |
| Cerity Partners LLC | 3,282,216 | +153,179 | $266.4M | +$38.7M | 4.9% |
| Bank of New York Mellon Corp | 2,204,361 | +245,598 | $178.9M | +$36.4M | 12.5% |
| Cercano Management LLC | 497,522 | +437,653 | $40.4M | +$36.0M | 731.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,708,150 | +47,951 | $301.0M | +$34.6M | 1.3% |
| GOLDMAN SACHS GROUP INC | 1,840,915 | +247,284 | $149.4M | +$33.5M | 15.5% |
| ASSETMARK, INC | 1,044,313 | +319,159 | $84.8M | +$32.0M | 44.0% |
| OSAIC HOLDINGS, INC. | 2,082,256 | +40,422 | $169.0M | +$31.2M | 2.0% |
| CRCM LP | 719,722 | +327,042 | $58.4M | +$29.8M | 83.3% |
| CIBC Private Wealth Group LLC | 2,735,976 | +84,544 | $222.1M | +$29.1M | 3.2% |
| Permanens Capital L.P. | 1,122,462 | +232,207 | $91.1M | +$26.3M | 26.1% |
| MML INVESTORS SERVICES, LLC | 2,106,672 | +98,324 | $171.0M | +$24.9M | 4.9% |
| Cetera Investment Advisers | 2,319,669 | +57,491 | $188.3M | +$23.7M | 2.5% |
| STIFEL FINANCIAL CORP | 2,432,288 | +19,538 | $197.4M | +$21.9M | 0.8% |
| LifeWealth Investments, LLC | 437,297 | +319,662 | $30.3M | +$21.7M | 271.7% |
| LIFE LINE WEALTH MANAGEMENT LLC | 834,406 | +196,475 | $67.7M | +$21.3M | 30.8% |
| CAPTRUST FINANCIAL ADVISORS | 2,410,855 | +11,014 | $195.7M | +$21.1M | 0.5% |
| Bank Julius Baer & Co. Ltd, Zurich | 393,766 | +207,420 | $32.0M | +$18.4M | 111.3% |
| COMERICA BANK | 518,042 | +187,176 | $42.0M | +$18.0M | 56.6% |
| MAI Capital Management | 747,707 | +160,282 | $60.7M | +$17.9M | 27.3% |
| AlTi Global, Inc. | 1,588,244 | +63,182 | $128.9M | +$17.9M | 4.1% |
| EMORY UNIVERSITY | 1,184,469 | +103,520 | $96.1M | +$17.5M | 9.6% |
| IEQ CAPITAL, LLC | 812,610 | +122,227 | $66.0M | +$15.7M | 17.7% |
| Envestnet Portfolio Solutions, Inc. | 1,721,476 | +14,324 | $139.7M | +$15.5M | 0.8% |
| PNC Financial Services Group, Inc. | 1,261,497 | +48,826 | $102.4M | +$14.1M | 4.0% |
| Mirae Asset Global Investments Co., Ltd. | 829,366 | +97,852 | $67.3M | +$14.1M | 13.4% |
| Allianz SE | 1,233,566 | +46,934 | $100.1M | +$13.8M | 4.0% |
| Mariner, LLC | 1,449,635 | +20,540 | $117.7M | +$13.7M | 1.4% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1,106,435 | +58,122 | $89.8M | +$13.5M | 5.5% |
| Savvy Advisors, Inc. | 320,709 | +125,132 | $26.0M | +$11.8M | 64.0% |
| JONES FINANCIAL COMPANIES LLLP | 410,368 | +101,779 | $33.3M | +$11.4M | 33.0% |
| DEUTSCHE BANK AG\ | 1,041,430 | +34,693 | $84.5M | +$11.3M | 3.4% |
| PRUDENTIAL PLC | 266,327 | +123,491 | $21.6M | +$11.2M | 86.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 779,157 | +60,788 | $63.3M | +$11.0M | 8.5% |
| Orion Porfolio Solutions, LLC | 363,510 | +107,790 | $29.5M | +$10.9M | 42.1% |
| Merit Financial Group, LLC | 649,154 | +70,793 | $52.7M | +$10.6M | 12.2% |
| NewEdge Advisors, LLC | 1,177,701 | +8,162 | $95.6M | +$10.5M | 0.7% |
| FORBES J M & CO LLP | 1,183,161 | +5,743 | $96.0M | +$10.4M | 0.5% |
| Equitable Holdings, Inc. | 738,586 | +48,753 | $60.0M | +$9.8M | 7.1% |
| TruWealth Advisors, LLC | 236,415 | +99,606 | $19.2M | +$9.2M | 72.8% |
| KM Capital Management Ltd. | 70,432 | +9,507 | $13.5M | +$9.0M | 15.6% |
| TIAA TRUST, NATIONAL ASSOCIATION | 707,627 | +40,071 | $57.4M | +$8.9M | 6.0% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 188,643 | +83,253 | $15.3M | +$8.7M | 79.0% |
| Steward Partners Investment Advisory, LLC | 732,603 | +26,429 | $59.5M | +$8.1M | 3.7% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 926,451 | +3,003 | $75.2M | +$8.0M | 0.3% |
| Williams Jones Wealth Management, LLC. | 633,852 | +29,147 | $51.4M | +$7.4M | 4.8% |
| MGO ONE SEVEN LLC | 347,935 | +61,597 | $28.2M | +$7.4M | 21.5% |
| ANDERSON HOAGLAND & CO | 817,382 | +5,783 | $66.3M | +$7.3M | 0.7% |
| Foundations Investment Advisors, LLC | 818,322 | +2,536 | $66.4M | +$7.1M | 0.3% |
| Kestra Advisory Services, LLC | 562,014 | +30,585 | $45.6M | +$6.9M | 5.8% |
| BLAIR WILLIAM & CO/IL | 407,453 | +42,102 | $33.1M | +$6.5M | 11.5% |
| Waverly Advisors, LLC | 92,695 | +77,356 | $7.5M | +$6.4M | 504.3% |
| Kovack Advisors, Inc. | 82,620 | +75,270 | $6.7M | +$6.2M | 1024.1% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 601,235 | +14,156 | $48.8M | +$6.1M | 2.4% |
| TD Waterhouse Canada Inc. | 439,095 | +34,618 | $35.6M | +$6.1M | 8.6% |
| ARKANSAS FINANCIAL GROUP, INC. | 114,579 | +81,420 | $8.2M | +$5.8M | 245.5% |
| NATIONAL BANK OF CANADA /FI/ | 636,116 | +5,477 | $51.6M | +$5.7M | 0.9% |
| Evercore Wealth Management, LLC | 625,719 | +6,224 | $50.8M | +$5.7M | 1.0% |
| Narwhal Capital Management | 672,623 | +582 | $54.6M | +$5.7M | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 459,391 | +10,659 | $39.1M | +$5.5M | 2.4% |
| Perigon Wealth Management, LLC | 410,366 | +26,302 | $33.3M | +$5.4M | 6.8% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 469,414 | +18,971 | $38.1M | +$5.3M | 4.2% |
| CI INVESTMENTS INC. | 64,617 | +7,000 | $5.2M | +$5.2M | 12.1% |
| Capital Group Private Client Services, Inc. | 417,576 | +21,336 | $33.9M | +$5.1M | 5.4% |
| TBH Global Asset Management, LLC | 87,178 | +56,659 | $7.1M | +$4.9M | 185.7% |
| Farther Finance Advisors, LLC | 171,575 | +44,942 | $13.9M | +$4.7M | 35.5% |
| Global Retirement Partners, LLC | 137,928 | +48,797 | $11.2M | +$4.7M | 54.7% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 54,001 | +51,324 | $4.7M | +$4.5M | 1917.2% |
| Banque Cantonale Vaudoise | 54,969 | +28,000 | $4.5M | +$4.5M | 103.8% |
| Bulltick Wealth Management, LLC | 220,691 | +34,832 | $17.9M | +$4.4M | 18.7% |
| Integrated Wealth Concepts LLC | 354,523 | +19,754 | $28.8M | +$4.4M | 5.9% |
| Advisory Services Network, LLC | 237,730 | +30,492 | $19.3M | +$4.2M | 14.7% |
| AllGen Financial Advisors, Inc. | 378,708 | +12,624 | $30.7M | +$4.1M | 3.4% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 305,124 | +17,953 | $24.8M | +$3.9M | 6.3% |
| Spire Wealth Management | 143,426 | +34,855 | $11.6M | +$3.7M | 32.1% |
| FIRST FOUNDATION ADVISORS | 341,898 | +10,503 | $27.8M | +$3.6M | 3.2% |
| Beacon Pointe Advisors, LLC | 307,724 | +14,030 | $25.0M | +$3.6M | 4.8% |
| Vestmark Advisory Solutions, Inc. | 62,651 | +39,964 | $5.1M | +$3.4M | 176.2% |
| BFSG, LLC | 383,785 | +2,769 | $31.2M | +$3.4M | 0.7% |
| M&T Bank Corp | 320,976 | +8,879 | $26.1M | +$3.3M | 2.8% |
| SOFI WEALTH, LLC | 277,571 | +12,465 | $22.5M | +$3.2M | 4.7% |
| Verger Capital Management LLC | 270,798 | +13,105 | $22.0M | +$3.2M | 5.1% |
| Ashton Thomas Private Wealth, LLC | 296,283 | +9,807 | $24.0M | +$3.2M | 3.4% |
| May Hill Capital, LLC | 61,912 | +35,104 | $5.0M | +$3.1M | 130.9% |
| Chemistry Wealth Management LLC | 349,239 | +1,726 | $28.3M | +$3.1M | 0.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 54,421 | +35,311 | $4.4M | +$3.0M | 184.8% |
| &PARTNERS | 206,480 | +16,429 | $16.7M | +$2.9M | 8.6% |
| FIRST AMERICAN TRUST, FSB | 338,339 | +891 | $27.5M | +$2.9M | 0.3% |
| NorthRock Partners, LLC | 124,996 | +24,901 | $10.1M | +$2.9M | 24.9% |
| China Universal Asset Management Co., Ltd. | 77,000 | +31,000 | $6.3M | +$2.9M | 67.4% |
| Parkside Investments, LLC | 136,998 | +23,921 | $11.1M | +$2.9M | 21.1% |
| Walleye Trading LLC | 126,354 | +25,054 | $10.3M | +$2.9M | 24.7% |
| Triad Wealth Partners, LLC | 152,180 | +21,350 | $12.4M | +$2.8M | 16.3% |
| Prime Capital Investment Advisors, LLC | 312,009 | +2,798 | $25.3M | +$2.8M | 0.9% |
| Systelligence, LLC | 92,387 | +28,019 | $7.5M | +$2.8M | 43.5% |
| WHITTIER TRUST CO OF NEVADA INC | 122,605 | +19,140 | $10.4M | +$2.8M | 18.5% |
| NWAM LLC | 50,859 | +35,028 | $4.0M | +$2.8M | 221.3% |
| Global Wealth Management, LLC | 50,083 | +31,595 | $4.1M | +$2.7M | 170.9% |
| Independent Advisor Alliance | 101,855 | +25,147 | $8.3M | +$2.7M | 32.8% |
| PRINCIPAL SECURITIES, INC. | 107,106 | +24,340 | $8.7M | +$2.7M | 29.4% |
| TITLEIST ASSET MANAGEMENT, LLC | 46,026 | +31,179 | $3.7M | +$2.7M | 210.0% |
| GAMCO INVESTORS, INC. ET AL | 187,171 | +14,505 | $15.2M | +$2.6M | 8.4% |
| Cypress Capital Group | 274,500 | +3,994 | $22.3M | +$2.6M | 1.5% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 130,858 | +19,777 | $10.6M | +$2.5M | 17.8% |
| CSS LLC/IL | 197,260 | +12,020 | $16.0M | +$2.5M | 6.5% |
| Apeiron RIA LLC | 98,209 | +20,722 | $8.5M | +$2.5M | 26.7% |
| Lifeworks Advisors, LLC | 228,306 | +7,665 | $18.5M | +$2.5M | 3.5% |
| Purkiss Capital Advisors LLC | 177,693 | +12,085 | $14.4M | +$2.4M | 7.3% |
| CPA Asset Management LLC | 249,090 | +3,555 | $20.2M | +$2.4M | 1.4% |
| Mutual Advisors, LLC | 162,082 | +22,038 | $13.2M | +$2.3M | 15.7% |
| Sigma Planning Corp | 221,105 | +5,212 | $17.9M | +$2.2M | 2.4% |
| Beacon Bridge Wealth Partners, LLC | 66,804 | +22,967 | $5.4M | +$2.2M | 52.4% |
| Centerline Wealth Advisors, LLC | 61,032 | +23,358 | $5.0M | +$2.2M | 62.0% |
| MATHER GROUP, LLC. | 58,216 | +23,577 | $4.7M | +$2.2M | 68.1% |
| Arkadios Wealth Advisors | 109,604 | +17,518 | $8.9M | +$2.2M | 19.0% |
| Wills Financial Group LLC | 147,134 | +13,093 | $11.9M | +$2.2M | 9.8% |
| Atria Investments, Inc | 228,581 | +3,685 | $18.6M | +$2.2M | 1.6% |
| ROGCO, LP | 212,044 | +4,921 | $17.2M | +$2.1M | 2.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 62,038 | +21,868 | $5.0M | +$2.1M | 54.4% |
| Keystone Financial Group | 101,644 | +16,472 | $8.3M | +$2.1M | 19.3% |
| Spectrum Asset Management, Inc. (NB/CA) | 168,524 | +8,209 | $13.7M | +$2.0M | 5.1% |
| Keystone Financial Services | 65,207 | +20,023 | $5.3M | +$2.0M | 44.3% |
| Invst, LLC | 57,436 | +14,798 | $4.7M | +$2.0M | 34.7% |
| Capital Advisory Group Advisory Services, LLC | 54,824 | +20,987 | $4.5M | +$2.0M | 62.0% |
| Hamilton Point Investment Advisors, LLC | 203,598 | +3,588 | $16.5M | +$2.0M | 1.8% |
| Well Done, LLC | 165,718 | +7,727 | $13.5M | +$2.0M | 4.9% |
| Avestar Capital, LLC | 117,352 | +13,072 | $9.5M | +$1.9M | 12.5% |
| AQR CAPITAL MANAGEMENT LLC | 112,053 | +13,538 | $9.1M | +$1.9M | 13.7% |
| Apollon Wealth Management, LLC | 177,144 | +6,011 | $14.4M | +$1.9M | 3.5% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 54,206 | +19,985 | $4.4M | +$1.9M | 58.4% |
| Sage Private Wealth Group, LLC | 186,346 | +4,062 | $15.1M | +$1.9M | 2.2% |
| World Investment Advisors | 186,755 | +47,534 | $12.0M | +$1.9M | 34.1% |
| Plante Moran Financial Advisors, LLC | 26,430 | +22,283 | $2.1M | +$1.8M | 537.3% |
| NBC SECURITIES, INC. | 62,573 | +17,686 | $5.1M | +$1.8M | 39.4% |
| BROWN ADVISORY INC | 200,903 | +1,394 | $16.3M | +$1.8M | 0.7% |
| Wealth Quarterback LLC | 201,247 | +555 | $16.3M | +$1.7M | 0.3% |
| Valeo Financial Advisors, LLC | 38,912 | +19,245 | $3.2M | +$1.7M | 97.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | 100,778 | +11,978 | $8.2M | +$1.7M | 13.5% |
| J.Safra Asset Management Corp | 22,571 | +20,827 | $1.8M | +$1.7M | 1194.2% |
| Arlington Capital Management, Inc. | 197,853 | +393 | $16.1M | +$1.7M | 0.2% |
| Regency Capital Management Inc.\DE | 175,642 | +2,838 | $14.3M | +$1.7M | 1.6% |
| Pekin Hardy Strauss, Inc. | 106,566 | +10,810 | $8.6M | +$1.7M | 11.3% |
| Wealth Watch Advisors, INC | 41,685 | +18,045 | $3.4M | +$1.7M | 76.3% |
| SteelPeak Wealth, LLC | 131,656 | +7,499 | $10.7M | +$1.7M | 6.0% |
| SEEDS INVESTOR LLC | 127,484 | +7,517 | $10.3M | +$1.6M | 6.3% |
| Evelyn Partners Asset Management Ltd | 81,392 | +895 | $6.6M | +$1.6M | 1.1% |
| SCS Capital Management LLC | 27,159 | +18,601 | $2.2M | +$1.6M | 217.3% |
| MCF Advisors LLC | 20,045 | +19,174 | $1.6M | +$1.6M | 2201.4% |
| SAPIENT CAPITAL LLC | 159,686 | +69 | $13.0M | +$1.5M | 0.0% |
| Fortis Group Advisors, LLC | 63,626 | +6,694 | $5.8M | +$1.5M | 11.8% |
| Grove Bank & Trust | 145,203 | +3,135 | $11.8M | +$1.4M | 2.2% |
| CAPITAL ADVISORS INC/OK | 98,613 | +8,417 | $8.0M | +$1.4M | 9.3% |
| Midwest Capital Advisors, LLC | 110,805 | +6,874 | $9.0M | +$1.4M | 6.6% |
| Exit Wealth Advisors, LLC. | 114,750 | +6,408 | $9.3M | +$1.4M | 5.9% |
| MFA WEALTH ADVISORS, LLC | 139,884 | +3,350 | $11.4M | +$1.4M | 2.5% |
| Silverleafe Capital Partners, LLC | 123,971 | +4,722 | $10.1M | +$1.4M | 4.0% |
| PAX Financial Group, LLC | 65,857 | +11,244 | $5.3M | +$1.4M | 20.6% |
| Tennessee Valley Asset Management Partners | 145,028 | +1,477 | $11.8M | +$1.3M | 1.0% |
| SGL Investment Advisors, Inc. | 59,032 | +5,834 | $5.3M | +$1.3M | 11.0% |
| Pathstone Holdings, LLC | 141,905 | +1,734 | $11.5M | +$1.3M | 1.2% |
| MONEY CONCEPTS CAPITAL CORP | 20,347 | +15,508 | $1.7M | +$1.3M | 320.5% |
| Compound Planning, Inc. | 128,357 | +2,948 | $10.4M | +$1.3M | 2.4% |
| Bigelow Investment Advisors, LLC | 143,370 | +896 | $11.6M | +$1.3M | 0.6% |
| Clear Creek Financial Management, LLC | 116,192 | +3,924 | $9.4M | +$1.3M | 3.5% |
| Regal Investment Advisors LLC | 66,628 | +9,542 | $5.4M | +$1.3M | 16.7% |
| Midwest Trust Co | 146,475 | +237 | $11.9M | +$1.2M | 0.2% |
| EHRLICH FINANCIAL GROUP | 55,460 | +10,576 | $4.5M | +$1.2M | 23.6% |
| Knollwood Investment Advisory, LLC | 75,139 | +8,112 | $6.1M | +$1.2M | 12.1% |
| MBA Advisors LLC | 122,956 | +2,578 | $10.0M | +$1.2M | 2.1% |
| Northstar Financial Companies, Inc. | 31,693 | +12,865 | $2.6M | +$1.2M | 68.3% |
| Vise Technologies, Inc. | 47,674 | +10,495 | $3.9M | +$1.2M | 28.2% |
| AlphaCore Capital LLC | 25,976 | +12,750 | $2.1M | +$1.1M | 96.4% |
| NavPoint Financial, Inc. | 76,175 | +6,750 | $6.2M | +$1.1M | 9.7% |
| IHT Wealth Management, LLC | 88,916 | +4,915 | $7.2M | +$1.1M | 5.8% |
| AssuredPartners Investment Advisors, LLC | 122,621 | +1,012 | $10.0M | +$1.1M | 0.8% |
| Family Management Corp | 65,329 | +7,509 | $5.3M | +$1.1M | 13.0% |
| Ackerman Capital Advisors, LLC | 105,787 | +2,653 | $8.6M | +$1.1M | 2.6% |
| ENDEAVOR PRIVATE WEALTH, INC. | 39,839 | +10,194 | $3.2M | +$1.1M | 34.4% |
| FIFTH THIRD BANCORP | 21,879 | +12,222 | $1.8M | +$1.1M | 126.6% |
| Center For Asset Management LLC | 17,345 | +12,729 | $1.4M | +$1.1M | 275.8% |
| Nadler Financial Group, Inc. | 67,589 | +6,793 | $5.5M | +$1.1M | 11.2% |
| Howard Capital Management Inc. | 70,361 | +6,305 | $5.7M | +$1.0M | 9.8% |
| Independent Solutions Wealth Management, LLC | 86,383 | +4,379 | $7.0M | +$1.0M | 5.3% |
| CCG WEALTH MANAGEMENT, LLC | 16,239 | +12,169 | $1.3M | +$1.0M | 299.0% |
| JMAC ENTERPRISES LLC | 90,196 | +3,477 | $7.3M | +$1.0M | 4.0% |
| Sequoia Financial Advisors, LLC | 81,290 | +4,409 | $6.6M | +$1.0M | 5.7% |
| BANK OF NOVA SCOTIA | 21,481 | +11,280 | $1.7M | +$1.0M | 110.6% |
| SCOTIA CAPITAL INC. | 79,586 | +4,429 | $6.5M | +$990.6K | 5.9% |
| HOWLAND CAPITAL MANAGEMENT LLC | 48,218 | +8,028 | $3.9M | +$989.2K | 20.0% |
| WCG Wealth Advisors LLC | 69,375 | +5,462 | $5.6M | +$980.4K | 8.5% |
| Wealthfront Advisers LLC | 45,639 | +8,133 | $3.7M | +$975.2K | 21.7% |
| Southeast Asset Advisors, LLC | 115,620 | +30 | $9.4M | +$973.4K | 0.0% |
| AE Wealth Management LLC | 77,191 | +4,414 | $6.3M | +$969.6K | 6.1% |
| NewEdge Wealth, LLC | 226,498 | +2,561 | $12.6M | +$969.4K | 1.1% |
| Insight Wealth Partners, LLC | 91,789 | +2,546 | $7.5M | +$956.3K | 2.9% |
| FIDUCIARY FINANCIAL GROUP, LLC | 101,887 | +1,376 | $8.3M | +$956.0K | 1.4% |
| BECK CAPITAL MANAGEMENT, LLC | 88,044 | +2,716 | $7.1M | +$937.2K | 3.2% |
| Cypress Wealth Services, LLC | 61,913 | +5,731 | $5.0M | +$937.1K | 10.2% |
| BROWN BROTHERS HARRIMAN & CO | 35,472 | +8,707 | $2.9M | +$931.6K | 32.5% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 30,709 | +3,078 | $2.9M | +$926.0K | 11.1% |
| Quantinno Capital Management LP | 59,698 | +5,741 | $4.8M | +$919.2K | 10.6% |
| Parallel Advisors, LLC | 61,908 | +5,482 | $5.0M | +$919.0K | 9.7% |
| Blueprint Investment Partners LLC | 93,745 | +1,773 | $7.6M | +$916.5K | 1.9% |
| D.A. DAVIDSON & CO. | 64,039 | +5,119 | $5.2M | +$910.4K | 8.7% |
| Argent Trust Co | 84,467 | +2,596 | $6.9M | +$898.4K | 3.2% |
| AdvisorNet Financial, Inc | 100,187 | +642 | $8.1M | +$888.3K | 0.6% |
| Crescent Grove Advisors, LLC | 95,433 | +993 | $7.7M | +$873.9K | 1.1% |
| Larson Financial Group LLC | 19,567 | +9,727 | $1.6M | +$872.2K | 98.8% |
| Bensler, LLC | 75,726 | +3,091 | $6.1M | +$861.0K | 4.3% |
| Belvedere Trading LLC | 50,896 | +5,940 | $4.1M | +$859.8K | 13.2% |
| Snowden Capital Advisors LLC | 66,443 | +4,135 | $5.4M | +$859.0K | 6.6% |
| Kure Advisory, LLC | 93,253 | +826 | $7.6M | +$843.4K | 0.9% |
| Inscription Capital, LLC | 90,678 | +1,090 | $7.4M | +$841.0K | 1.2% |
| IPG Investment Advisors LLC | 16,422 | +9,415 | $1.3M | +$823.1K | 134.4% |
| Deane Retirement Strategies, Inc. | 78,897 | +2,150 | $6.4M | +$822.2K | 2.8% |
| D L CARLSON INVESTMENT GROUP INC | 96,888 | +103 | $7.9M | +$821.4K | 0.1% |
| B. Riley Wealth Advisors, Inc. | 93,303 | +410 | $7.6M | +$813.6K | 0.4% |
| Empowered Funds, LLC | 21,072 | +8,712 | $1.7M | +$811.0K | 70.5% |
| Sovran Advisors, LLC | 71,641 | +334 | $6.2M | +$807.6K | 0.5% |
| TriaGen Wealth Management LLC | 88,982 | +803 | $7.2M | +$805.9K | 0.9% |
| EQ LLC | 73,212 | +2,544 | $5.9M | +$800.1K | 3.6% |
| Western Wealth Management, LLC | 44,956 | +5,686 | $3.6M | +$791.4K | 14.5% |
| CITIZENS FINANCIAL GROUP INC/RI | 88,490 | +570 | $7.2M | +$784.8K | 0.6% |
| WESPAC Advisors, LLC | 33,656 | +6,782 | $2.7M | +$776.2K | 25.2% |
| Outlook Wealth Advisors, LLC | 24,046 | +7,876 | $2.0M | +$775.1K | 48.7% |
| Continuum Advisory, LLC | 13,906 | +8,969 | $1.1M | +$769.5K | 181.7% |
| Greykasell Wealth Strategies, Inc. | 10,240 | +9,392 | $831.2K | +$769.4K | 1107.5% |
| WHITTIER TRUST CO | 64,554 | +268 | $5.5M | +$755.5K | 0.4% |
| DAVIS R M INC | 13,383 | +8,688 | $1.1M | +$744.6K | 185.0% |
| CPR Investments Inc. | 69,963 | +2,117 | $5.7M | +$741.8K | 3.1% |
| DELTA FINANCIAL ADVISORS LLC | 81,124 | +802 | $6.6M | +$739.8K | 1.0% |
| Pilgrim Partners Asia Pte Ltd | 26,890 | +7,060 | $2.2M | +$739.6K | 35.6% |
| PFG Investments, LLC | 32,685 | +6,292 | $2.7M | +$732.4K | 23.8% |
| MAGNOLIA CAPITAL ADVISORS LLC | 11,795 | +8,624 | $957.4K | +$726.6K | 272.0% |
| Synergy Investment Management, LLC | 62,675 | +2,744 | $5.1M | +$726.1K | 4.6% |
| Red Door Wealth Management, LLC | 55,981 | +3,442 | $4.5M | +$720.7K | 6.5% |
| New Republic Capital, LLC | 29,420 | +6,505 | $2.4M | +$720.5K | 28.4% |
| Cornerstone Planning Group LLC | 24,187 | +1,323 | $2.4M | +$716.1K | 5.8% |
| SIGNATUREFD, LLC | 24,094 | +6,826 | $2.0M | +$699.1K | 39.5% |
| AVALON CAPITAL MANAGEMENT | 52,769 | +3,433 | $4.3M | +$693.1K | 7.0% |
| Headlands Technologies LLC | 29,725 | +6,079 | $2.4M | +$692.1K | 25.7% |
| INSIGNEO ADVISORY SERVICES, LLC | 52,162 | +3,332 | $4.2M | +$680.6K | 6.8% |
| Hilltop National Bank | 74,440 | +750 | $6.0M | +$679.9K | 1.0% |
| Modera Wealth Management, LLC | 64,032 | +1,941 | $5.2M | +$679.1K | 3.1% |
| Geneos Wealth Management Inc. | 62,043 | +2,158 | $5.0M | +$678.2K | 3.6% |
| Firestone Capital Management | 61,962 | +2,139 | $5.0M | +$676.1K | 3.6% |
| FIRST MANHATTAN CO. LLC. | 20,966 | +6,866 | $1.7M | +$675.8K | 48.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 33,929 | +5,295 | $2.8M | +$670.3K | 18.5% |
| Vontobel Holding Ltd. | 79,694 | +9 | $6.5M | +$670.1K | 0.0% |
| MOTCO | 78,774 | +103 | $6.4M | +$669.2K | 0.1% |
| Embree Financial Group | 20,692 | +6,748 | $1.7M | +$664.9K | 48.4% |
| BURNS J W & CO INC/NY | 40,775 | +4,332 | $3.3M | +$657.8K | 11.9% |
| Hilltop Holdings Inc. | 44,863 | +3,842 | $3.6M | +$656.4K | 9.4% |
| Claro Advisors LLC | 43,168 | +3,994 | $3.5M | +$653.3K | 10.2% |
| A4 Wealth Advisors LLC | 20,353 | +6,589 | $1.7M | +$650.4K | 47.9% |
| Aspect Partners, LLC | 70,569 | +738 | $5.7M | +$646.4K | 1.1% |
| Savant Capital, LLC | 41,298 | +4,082 | $3.4M | +$643.9K | 11.0% |
| Tyche Wealth Partners LLC | 36,385 | +4,641 | $3.0M | +$643.4K | 14.6% |
| Gradient Investments LLC | 73,744 | +213 | $6.0M | +$634.9K | 0.3% |
| Financial Alternatives, Inc | 67,929 | +821 | $5.5M | +$630.3K | 1.2% |
| Ancora Advisors LLC | 28,549 | +5,364 | $2.3M | +$630.2K | 23.1% |
| HARBOUR INVESTMENTS, INC. | 60,006 | +1,715 | $4.9M | +$628.9K | 2.9% |
| FIDELIS CAPITAL PARTNERS, LLC | 55,025 | +2,209 | $4.5M | +$623.0K | 4.2% |
| West Wealth Group, LLC | 75,614 | +6,045 | $6.1M | +$619.4K | 8.7% |
| Generation Capital Management LLC | 45,860 | +3,160 | $3.7M | +$615.2K | 7.4% |
| BRADLEY FOSTER & SARGENT INC/CT | 67,431 | +576 | $5.5M | +$608.3K | 0.9% |
| 5T Wealth, LLC | 42,097 | +3,367 | $3.4M | +$606.3K | 8.7% |
| FIRST TRUST ADVISORS LP | 34,048 | +4,388 | $2.8M | +$605.3K | 14.8% |
| Westover Capital Advisors, LLC | 63,124 | +901 | $5.1M | +$595.8K | 1.4% |
| Bridgewealth Advisory Group, LLC | 35,297 | +4,021 | $2.9M | +$589.1K | 12.8% |
| Roundview Capital LLC | 40,893 | +3,366 | $3.3M | +$588.4K | 9.0% |
| Procyon Advisors, LLC | 57,998 | +1,315 | $4.7M | +$582.9K | 2.3% |
| Csenge Advisory Group | 40,250 | +3,310 | $3.3M | +$579.0K | 9.0% |
| CJM Wealth Advisers, Ltd. | 9,911 | +6,788 | $804.5K | +$577.2K | 217.3% |
| Atala Financial Inc | 16,262 | +6,037 | $1.3M | +$575.9K | 59.0% |
| Fisher Asset Management, LLC | 10,274 | +6,717 | $834.0K | +$575.1K | 188.8% |
| Twelve Points Wealth Management LLC | 37,703 | +1,617 | $3.2M | +$574.6K | 4.5% |
| Net Worth Advisory Group | 9,497 | +6,679 | $770.9K | +$565.8K | 237.0% |
| Focus Financial Network, Inc. | 34,833 | +3,716 | $2.8M | +$563.0K | 11.9% |
| United Community Bank | 50,686 | +1,874 | $4.1M | +$562.1K | 3.8% |
| Keebeck Wealth Management | 43,540 | +2,659 | $3.5M | +$559.2K | 6.5% |
| Citizens National Bank Trust Department | 33,675 | +3,748 | $2.7M | +$555.6K | 12.5% |
| Eagle Strategies LLC | 51,552 | +1,684 | $4.2M | +$555.5K | 3.4% |
| Smith Thornton Advisors LLC | 60,714 | +614 | $4.9M | +$554.7K | 1.0% |
| PENNINGTON PARTNERS & CO., LLC | 10,062 | +6,292 | $816.7K | +$542.4K | 166.9% |
| Miracle Mile Advisors, LLC | 29,512 | +4,036 | $2.4M | +$541.6K | 15.8% |
| WEALTHGARDEN F.S. LLC | 26,523 | +2,366 | $2.5M | +$531.5K | 9.8% |
| KANAWHA CAPITAL MANAGEMENT LLC | 24,732 | +4,445 | $2.0M | +$531.2K | 21.9% |
| One Wealth Advisors, LLC | 46,284 | +1,920 | $3.8M | +$528.4K | 4.3% |
| REAP Financial Group, LLC | 6,461 | +6,407 | $524.4K | +$520.5K | 11864.8% |
| Forthright Family Wealth Advisory LLC | 47,007 | +1,691 | $3.8M | +$517.9K | 3.7% |
| Trademark Financial Management, LLC | 55,490 | +525 | $4.5M | +$504.3K | 0.9% |
| Gladstone Institutional Advisory LLC | 19,711 | +4,644 | $1.6M | +$503.5K | 30.8% |
| AA Financial Advisors, LLC | 18,651 | +4,765 | $1.5M | +$503.4K | 34.3% |
| EASTERN BANK | 35,752 | +2,787 | $2.9M | +$503.1K | 8.4% |
| Farrell Financial LLC | 50,311 | +858 | $4.1M | +$485.0K | 1.7% |
| Private Wealth Asset Management, LLC | 21,404 | +4,125 | $1.7M | +$480.0K | 23.9% |
| Moors & Cabot, Inc. | 31,432 | +2,931 | $2.6M | +$477.3K | 10.3% |
| WealthShield Partners, LLC | 42,705 | +1,512 | $3.5M | +$468.8K | 3.7% |
| Confluence Wealth Services, Inc. | 44,936 | +1,239 | $3.6M | +$467.6K | 2.8% |
| SIMON QUICK ADVISORS, LLC | 12,472 | +4,972 | $1.0M | +$466.6K | 66.3% |
| Lynx Investment Advisory | 51,617 | +350 | $4.2M | +$459.1K | 0.7% |
| J.W. COLE ADVISORS, INC. | 56,499 | +1,672 | $4.4M | +$458.2K | 3.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 38,921 | +1,651 | $3.2M | +$447.1K | 4.4% |
| Riverbend Wealth Management, LLC | 12,066 | +4,678 | $979.4K | +$441.8K | 63.3% |
| Roger Wittlin Investment Advisory, LLC | 36,220 | +1,886 | $2.9M | +$441.5K | 5.5% |
| Sentinus, LLC | 17,495 | +4,045 | $1.4M | +$441.3K | 30.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,814 | +2,235 | $2.7M | +$438.3K | 7.3% |
| Clearstead Advisors, LLC | 34,693 | +1,932 | $2.8M | +$432.0K | 5.9% |
| Capital Advisors Wealth Management, LLC | 28,652 | +2,608 | $2.3M | +$430.5K | 10.0% |
| BAILARD, INC. | 46,724 | +502 | $3.8M | +$429.0K | 1.1% |
| Apella Capital, LLC | 32,997 | +5,250 | $2.7M | +$426.7K | 18.9% |
| OLD NATIONAL BANCORP /IN/ | 22,870 | +3,044 | $1.9M | +$413.6K | 15.3% |
| Berger Financial Group, Inc | 17,039 | +3,710 | $1.4M | +$413.1K | 27.8% |
| HIGHLINE WEALTH PARTNERS LLC | 42,508 | +749 | $3.5M | +$411.6K | 1.8% |
| NVWM, LLC | 45,183 | +291 | $3.7M | +$400.7K | 0.6% |
| Sharp Financial Services, LLC | 34,750 | +1,473 | $2.8M | +$399.1K | 4.4% |
| PFG Advisors | 34,206 | +1,528 | $2.8M | +$398.5K | 4.7% |
| OPPENHEIMER & CO INC | 33,263 | +1,437 | $2.7M | +$384.0K | 4.5% |
| Smartleaf Asset Management LLC | 8,005 | +4,239 | $654.1K | +$382.3K | 112.5% |
| Alaethes Wealth, LLC | 39,586 | +676 | $3.2M | +$381.7K | 1.7% |
| Brookwood Investment Group LLC | 47,527 | +32,464 | $1.5M | +$379.0K | 215.5% |
| CATHY PARETO & ASSOCIATES, INC | 31,717 | +1,490 | $2.6M | +$374.9K | 4.9% |
| GARRISON POINT ADVISORS, LLC | 7,305 | +4,295 | $592.9K | +$373.9K | 142.7% |
| Uniting Wealth Partners, LLC | 42,134 | +231 | $3.4M | +$370.7K | 0.6% |
| CARDIFF PARK ADVISORS, LLC | 31,370 | +1,452 | $2.5M | +$369.2K | 4.8% |
| Belpointe Asset Management LLC | 12,318 | +3,619 | $999.9K | +$366.8K | 41.6% |
| Waldron Private Wealth LLC | 35,091 | +960 | $2.8M | +$364.6K | 2.8% |
| Wealthcare Advisory Partners LLC | 31,918 | +1,293 | $2.6M | +$362.2K | 4.2% |
| Optivise Advisory Services LLC | 11,357 | +3,594 | $921.8K | +$356.9K | 46.3% |
| WORLD EQUITY GROUP, INC. | 10,218 | +3,687 | $829.4K | +$354.1K | 56.5% |
| Maia Wealth LLC | 18,081 | +1,056 | $1.7M | +$353.2K | 6.2% |
| REBALANCE, LLC | 14,709 | +3,155 | $1.2M | +$353.1K | 27.3% |
| Sovereign Financial Group, Inc. | 18,370 | +2,705 | $1.5M | +$351.2K | 17.3% |
| Busey Bank | 7,176 | +3,976 | $582.5K | +$349.6K | 124.3% |
| DMC Group, LLC | 19,131 | +2,549 | $1.6M | +$346.2K | 15.4% |
| Financial Partners Group, Inc | 6,713 | +3,003 | $612.2K | +$342.3K | 80.9% |
| McAdam, LLC | 10,988 | +3,428 | $891.9K | +$341.8K | 45.3% |
| Squarepoint Ops LLC | 39,501 | +58 | $3.2M | +$336.0K | 0.1% |
| SouthState Corp | 9,216 | +3,549 | $748.1K | +$335.7K | 62.6% |
| Arlington Trust Co LLC | 36,756 | +229 | $3.0M | +$325.4K | 0.6% |
| Whitener Capital Management, Inc. | 37,633 | +72 | $3.1M | +$321.4K | 0.2% |
| Gateway Wealth Partners, LLC | 23,493 | +1,658 | $1.9M | +$318.0K | 7.6% |
| DRIVE WEALTH MANAGEMENT, LLC | 13,256 | +2,824 | $1.1M | +$316.9K | 27.1% |
| TWO SIGMA SECURITIES, LLC | 18,692 | +2,194 | $1.5M | +$316.7K | 13.3% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 22,733 | +1,544 | $1.8M | +$316.3K | 7.3% |
| Centurion Wealth Management LLC | 36,679 | +110 | $3.0M | +$316.1K | 0.3% |
| Facet Wealth, Inc. | 5,385 | +2,208 | $545.3K | +$314.1K | 69.5% |
| Virtus Family Office LLC | 30,065 | +844 | $2.4M | +$313.9K | 2.9% |
| Curi Capital, LLC | 12,151 | +2,911 | $986.3K | +$313.9K | 31.5% |
| Pallas Capital Advisors LLC | 8,214 | +3,363 | $666.7K | +$313.7K | 69.3% |
| TRUE Private Wealth Advisors | 36,905 | +10 | $3.0M | +$310.7K | 0.0% |
| CHILTON INVESTMENT CO INC. | 9,187 | +3,157 | $745.7K | +$306.9K | 52.4% |
| STOCK YARDS BANK & TRUST CO | 26,908 | +1,103 | $2.2M | +$306.3K | 4.3% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 29,461 | +800 | $2.4M | +$305.7K | 2.8% |
| FLORIDA FINANCIAL ADVISORS, LLC | 10,191 | +3,012 | $827.2K | +$304.8K | 42.0% |
| Keystone Wealth Services, LLC | 22,368 | +1,593 | $1.8M | +$303.8K | 7.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9,377 | +1,954 | $761.1K | +$294.1K | 26.3% |
| CWA Asset Management Group, LLC | 10,890 | +2,784 | $883.9K | +$294.1K | 34.3% |
| TRUST CO OF VERMONT | 7,243 | +3,148 | $587.9K | +$289.9K | 76.9% |
| Wedmont Private Capital | 14,213 | +2,192 | $1.2M | +$289.5K | 18.2% |
| CoreCap Advisors, LLC | 19,338 | +1,705 | $1.6M | +$286.5K | 9.7% |
| Nilsine Partners, LLC | 8,973 | +2,891 | $728.3K | +$285.8K | 47.5% |
| MUIRFIELD WEALTH ADVISORS LLC | 12,045 | +2,528 | $977.7K | +$285.1K | 26.6% |
| Tudor Financial Inc. | 24,471 | +1,054 | $2.0M | +$282.3K | 4.5% |
| 4J Wealth Management LLC | 32,291 | +93 | $2.6M | +$278.0K | 0.3% |
| CERTUITY, LLC | 20,894 | +1,349 | $1.7M | +$273.7K | 6.9% |
| Riggs Asset Managment Co. Inc. | 28,981 | +415 | $2.4M | +$273.6K | 1.4% |
| White Knight Strategic Wealth Advisors, LLC | 8,769 | +2,730 | $711.8K | +$272.3K | 45.2% |
| VERUS CAPITAL PARTNERS, LLC | 19,765 | +1,445 | $1.6M | +$271.2K | 7.9% |
| Nova Wealth Management, Inc. | 15,028 | +1,955 | $1.2M | +$268.7K | 14.9% |
| Azimuth Capital Investment Management LLC | 27,524 | +500 | $2.2M | +$267.6K | 1.9% |
| STRATEGY ASSET MANAGERS LLC | 6,686 | +2,852 | $542.7K | +$263.7K | 74.4% |
| SAX WEALTH ADVISORS, LLC | 22,488 | +1,027 | $1.8M | +$263.6K | 4.8% |
| Financial Engines Advisors L.L.C. | 17,780 | +1,569 | $1.4M | +$263.5K | 9.7% |
| TPG Advisors LLC | 30,474 | +102 | $2.5M | +$263.4K | 0.3% |
| Americana Partners, LLC | 27,609 | +390 | $2.2M | +$260.3K | 1.4% |
| GWN SECURITIES INC. | 10,370 | +2,357 | $841.8K | +$256.1K | 29.4% |
| FIRETHORN WEALTH PARTNERS, LLC | 14,707 | +1,779 | $1.2M | +$253.0K | 13.8% |
| Robertson Stephens Wealth Management, LLC | 20,438 | +1,110 | $1.7M | +$252.5K | 5.7% |
| Bleakley Financial Group, LLC | 26,577 | +398 | $2.2M | +$252.2K | 1.5% |
| Community Bank, N.A. | 15,027 | +1,709 | $1.2M | +$250.6K | 12.8% |
| Mayflower Financial Advisors, LLC | 23,099 | +742 | $1.9M | +$248.0K | 3.3% |
| Archford Capital Strategies, LLC | 25,606 | +440 | $2.1M | +$247.1K | 1.7% |
| Meridian Wealth Management, LLC | 11,484 | +2,027 | $932.2K | +$244.0K | 21.4% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 10,832 | +2,102 | $879.2K | +$244.0K | 24.1% |
| Federation des caisses Desjardins du Quebec | 6,165 | +2,612 | $500.4K | +$241.8K | 73.5% |
| FIRST HORIZON CORP | 25,840 | +235 | $2.1M | +$234.2K | 0.9% |
| Atlatl Advisers LLC | 16,053 | +1,330 | $1.3M | +$231.6K | 9.0% |
| BLALOCK WILLIAMS, LLC | 5,380 | +1,899 | $436.7K | +$231.5K | 54.5% |
| BostonPremier Wealth LLC | 6,470 | +2,421 | $525.2K | +$230.5K | 59.8% |
| Sound Income Strategies, LLC | 8,066 | +1,843 | $695.8K | +$230.2K | 29.6% |
| WealthBridge Capital Management, LLC | 25,113 | +230 | $2.0M | +$227.7K | 0.9% |
| Transamerica Financial Advisors, LLC | 4,931 | +2,491 | $400.3K | +$222.8K | 102.1% |
| Beacon Financial Advisory LLC | 12,908 | +1,421 | $1.0M | +$211.8K | 12.4% |
| Presidio Capital Management, LLC | 5,651 | +2,170 | $458.7K | +$205.4K | 62.3% |
| StoneX Group Inc. | 8,733 | +1,679 | $715.9K | +$202.6K | 23.8% |
| IBEX WEALTH ADVISORS | 18,359 | +656 | $1.5M | +$202.0K | 3.7% |
| KKM Financial LLC | 10,243 | +1,560 | $831.4K | +$199.6K | 18.0% |
| Redhawk Wealth Advisors, Inc. | 18,795 | +569 | $1.5M | +$199.3K | 3.1% |
| Vantage Point Financial LLC | 10,333 | +1,545 | $838.7K | +$199.2K | 17.6% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15,076 | +991 | $1.2M | +$198.8K | 7.0% |
| Diversified Trust Co | 17,261 | +705 | $1.4M | +$196.3K | 4.3% |
| Ballew Advisors, Inc | 18,035 | +575 | $1.6M | +$195.1K | 3.3% |
| Landing Point Financial Group, LLC | 13,909 | +1,050 | $1.1M | +$193.3K | 8.2% |
| Swisher Financial Concepts, Inc. | 14,068 | +1,009 | $1.1M | +$191.6K | 7.7% |
| CENTRAL BANK & TRUST CO | 15,661 | +817 | $1.3M | +$191.0K | 5.5% |
| VANCE WEALTH, LLC | 6,382 | +1,882 | $518.0K | +$190.5K | 41.8% |
| ERn Financial, LLC | 17,673 | +571 | $1.4M | +$190.0K | 3.3% |
| Avidian Wealth Enterprises, LLC | 17,158 | +578 | $1.4M | +$186.2K | 3.5% |
| Mirador Capital Partners LP | 15,790 | +727 | $1.3M | +$185.5K | 4.8% |
| Atlas Wealth Partners, LLC | 8,045 | +1,603 | $653.0K | +$184.2K | 24.9% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5,572 | +1,878 | $452.3K | +$183.5K | 50.8% |
| XML Financial, LLC | 8,947 | +1,465 | $726.2K | +$181.8K | 19.6% |
| BXM Wealth LLC | 10,300 | +1,300 | $836.1K | +$181.1K | 14.4% |
| W ADVISORS, LLC | 11,131 | +1,187 | $903.5K | +$179.9K | 11.9% |
| ASPIRIANT, LLC | 9,239 | +1,385 | $749.9K | +$178.4K | 17.6% |
| MISSION WEALTH MANAGEMENT, LP | 16,204 | +573 | $1.3M | +$177.8K | 3.7% |
| Total Clarity Wealth Management, Inc. | 15,540 | +639 | $1.3M | +$177.0K | 4.3% |
| Jaffetilchin Investment Partners, LLC | 5,998 | +1,717 | $486.9K | +$175.3K | 40.1% |
| Alaska Wealth Advisors | 19,753 | +115 | $1.6M | +$174.3K | 0.6% |
| RCS Financial Planning, LLC | 16,797 | +396 | $1.4M | +$169.9K | 2.4% |
| EARNED WEALTH ADVISORS, LLC | 5,766 | +1,653 | $468.0K | +$168.7K | 40.2% |
| Dynamic Advisor Solutions LLC | 17,264 | +296 | $1.4M | +$166.6K | 1.7% |
| Elm Partners Management LLC | 5,914 | +1,600 | $480.0K | +$166.1K | 37.1% |
| PDS Planning, Inc | 13,276 | +729 | $1.1M | +$164.5K | 5.8% |
| AMERICAN ASSET MANAGEMENT INC. | 6,035 | +1,562 | $489.9K | +$164.4K | 34.9% |
| Essex Savings Bank | 10,699 | +1,022 | $868.4K | +$164.2K | 10.6% |
| Pinnacle Bancorp, Inc. | 10,294 | +973 | $835.6K | +$157.3K | 10.4% |
| MRP Capital Investments, LLC | 6,875 | +375 | $558.0K | +$152.7K | 5.8% |
| Curated Wealth Partners LLC | 16,522 | +164 | $1.3M | +$150.7K | 1.0% |
| First Bank & Trust | 13,557 | +506 | $1.1M | +$150.7K | 3.9% |
| FFG Partners, LLC | 17,309 | +70 | $1.4M | +$150.5K | 0.4% |
| WISCONSIN CAPITAL MANAGEMENT LLC | 10,840 | +800 | $879.9K | +$149.3K | 8.0% |
| Trivium Point Advisory, LLC | 11,562 | +712 | $938.5K | +$148.9K | 6.6% |
| FRANKLIN STREET ADVISORS INC /NC | 4,420 | +1,500 | $358.8K | +$146.3K | 51.4% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 17,056 | +14 | $1.4M | +$144.3K | 0.1% |
| Stokes Family Office, LLC | 11,615 | +630 | $942.8K | +$143.4K | 5.7% |
| HBK Sorce Advisory LLC | 7,714 | +454 | $719.2K | +$143.4K | 6.3% |
| PURE PORTFOLIOS HOLDINGS LLC | 10,790 | +719 | $875.8K | +$143.0K | 7.1% |
| NAPLES GLOBAL ADVISORS, LLC | 5,463 | +1,314 | $443.4K | +$141.5K | 31.7% |
| BCU Wealth Advisors, LLC | 14,210 | +288 | $1.2M | +$140.3K | 2.1% |
| Atlantic Union Bankshares Corp | 8,669 | +921 | $703.7K | +$139.8K | 11.9% |
| BKM Wealth Management, LLC | 9,307 | +837 | $755.4K | +$139.1K | 9.9% |
| TRUSTMARK BANK TRUST DEPARTMENT | 14,651 | +200 | $1.2M | +$137.6K | 1.4% |
| Calamos Wealth Management LLC | 4,486 | +1,372 | $364.1K | +$137.5K | 44.0% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 15,449 | +93 | $1.3M | +$136.5K | 0.6% |
| Exchange Bank | 9,989 | +720 | $810.8K | +$136.3K | 7.8% |
| New Millennium Group LLC | 10,502 | +642 | $852.4K | +$134.9K | 6.5% |
| Summit Wealth Partners, LLC | 6,415 | +1,086 | $520.7K | +$132.9K | 20.4% |
| Badgley Phelps Wealth Managers, LLC | 10,136 | +624 | $822.7K | +$130.6K | 6.6% |
| Barnes Dennig Private Wealth Management LLC | 5,411 | +1,084 | $439.2K | +$124.3K | 25.1% |
| MILESTONE ASSET MANAGEMENT, LLC | 8,966 | +669 | $727.8K | +$124.0K | 8.1% |
| Arrowroot Family Office, LLC | 10,954 | +439 | $889.1K | +$124.0K | 4.2% |
| North Capital, Inc. | 3,324 | +1,261 | $269.8K | +$119.7K | 61.1% |
| SJS Investment Consulting Inc. | 2,077 | +1,365 | $168.6K | +$116.8K | 191.7% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 7,829 | +698 | $635.6K | +$116.6K | 9.8% |
| City Center Advisors, LLC | 6,208 | +864 | $503.9K | +$115.0K | 16.2% |
| North Forty Two & Co. | 11,004 | +275 | $893.2K | +$112.4K | 2.6% |
| PINNACLE ASSOCIATES LTD | 12,539 | +91 | $1.0M | +$112.0K | 0.7% |
| Pure Financial Advisors, LLC | 4,742 | +991 | $384.9K | +$111.9K | 26.4% |
| Atwater Malick LLC | 5,232 | +925 | $424.7K | +$111.3K | 21.5% |
| CALTON & ASSOCIATES, INC. | 6,706 | +741 | $544.3K | +$110.3K | 12.4% |
| Investment Advisory Group, LLC | 6,011 | +818 | $487.9K | +$110.0K | 15.8% |
| Alpha Financial Partners, LLC | 12,960 | +14 | $1.1M | +$109.9K | 0.1% |
| Accredited Investors Inc. | 6,334 | +753 | $514.1K | +$108.0K | 13.5% |
| DAYMARK WEALTH PARTNERS, LLC | 6,071 | +783 | $492.8K | +$108.0K | 14.8% |
| GSB Wealth Management, LLC | 12,816 | +2 | $1.0M | +$107.8K | 0.0% |
| PRIVATE CLIENT SERVICES, LLC | 10,359 | +280 | $840.8K | +$107.4K | 2.8% |
| Caliber Wealth Management, LLC / KS | 3,851 | +1,030 | $312.6K | +$107.3K | 36.5% |
| Cassaday & Co Wealth Management LLC | 5,930 | +752 | $481.3K | +$104.5K | 14.5% |
| Concorde Asset Management, LLC | 4,771 | +867 | $387.3K | +$104.4K | 22.2% |
| Joseph P. Lucia & Associates, LLC | 4,359 | +928 | $353.8K | +$104.1K | 27.0% |
| Global Financial Private Client, LLC | 11,882 | +55 | $964.5K | +$103.8K | 0.5% |
| Pullen Investment Management, LLC | 6,992 | +611 | $567.5K | +$103.2K | 9.6% |
| CLEAR INVESTMENT RESEARCH, LLC | 6,572 | +657 | $533.4K | +$103.0K | 11.1% |
| Disciplined Investors, L.L.C. | 8,600 | +420 | $698.1K | +$102.8K | 5.1% |
| COZAD ASSET MANAGEMENT INC | 9,489 | +300 | $770.2K | +$101.5K | 3.3% |
| Gen-Wealth Partners Inc | 4,844 | +832 | $393.1K | +$101.2K | 20.7% |
| BLB&B Advisors, LLC | 6,479 | +606 | $525.9K | +$98.5K | 10.3% |
| Richmond Investment Services, LLC | 6,329 | +622 | $513.7K | +$98.4K | 10.9% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10,954 | +67 | $889.1K | +$96.9K | 0.6% |
| Bogart Wealth, LLC | 11,083 | +50 | $899.6K | +$96.7K | 0.5% |
| SeaCrest Wealth Management, LLC | 8,652 | +388 | $725.1K | +$95.2K | 4.7% |
| CGN Advisors LLC | 7,037 | +476 | $571.2K | +$93.7K | 7.3% |
| Crestwood Advisors Group, LLC | 8,979 | +250 | $728.8K | +$93.6K | 2.9% |
| Gilliland Jeter Wealth Management LLC | 3,839 | +832 | $311.6K | +$92.8K | 27.7% |
| Root Financial Partners, LLC | 3,012 | +926 | $244.5K | +$92.7K | 44.4% |
| Lido Advisors, LLC | 102,884 | +634 | $7.5M | +$92.1K | 0.6% |
| ROCKLAND TRUST CO | 3,974 | +800 | $322.6K | +$91.6K | 25.2% |
| Aptus Capital Advisors, LLC | 5,785 | +585 | $469.6K | +$91.2K | 11.3% |
| CRA Financial Services, LLC | 6,794 | +460 | $551.5K | +$90.5K | 7.3% |
| OneAscent Financial Services LLC | 10,311 | +32 | $836.9K | +$88.9K | 0.3% |
| WealthCollab, LLC | 7,282 | +368 | $591.1K | +$87.9K | 5.3% |
| North Star Investment Management Corp. | 3,481 | +800 | $282.6K | +$87.5K | 29.8% |
| SVB WEALTH LLC | 8,152 | +250 | $661.7K | +$86.7K | 3.2% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 9,362 | +106 | $759.9K | +$86.4K | 1.1% |
| PUREfi Wealth, LLC | 8,861 | +141 | $719.2K | +$84.7K | 1.6% |
| Financial Synergies Wealth Advisors, Inc. | 9,591 | +40 | $778.5K | +$83.5K | 0.4% |
| Prosperity Consulting Group, LLC | 4,224 | +641 | $342.9K | +$82.1K | 17.9% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 9,078 | +78 | $736.9K | +$81.9K | 0.9% |
| Envision Financial Planning, LLC | 5,161 | +529 | $418.9K | +$81.8K | 11.4% |
| BAKER BOYER NATIONAL BANK | 6,293 | +398 | $510.8K | +$81.8K | 6.8% |
| Koa Wealth Management, LLC | 7,330 | +265 | $595.0K | +$80.9K | 3.8% |
| Viewpoint Capital Management LLC | 8,244 | +150 | $669.2K | +$80.2K | 1.9% |
| KW WEALTH MANAGEMENT LLC | 6,614 | +338 | $536.9K | +$80.2K | 5.4% |
| Schrum Private Wealth Management LLC | 7,450 | +233 | $604.7K | +$79.5K | 3.2% |
| International Private Wealth Advisors LLC | 4,236 | +591 | $343.8K | +$78.6K | 16.2% |
| ORG Partners LLC | 9,006 | +243 | $730.9K | +$78.4K | 2.8% |
| DURANTE & WATERS, LLC | 7,380 | +180 | $599.0K | +$75.1K | 2.5% |
| Spinnaker Investment Group, LLC | 6,941 | +229 | $563.4K | +$75.0K | 3.4% |
| Evolution Wealth Advisors, LLC | 8,877 | +2 | $720.5K | +$74.7K | 0.0% |
| FSM Wealth Advisors, LLC | 8,256 | +67 | $670.1K | +$74.2K | 0.8% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 7,184 | +154 | $583.1K | +$71.6K | 2.2% |
| Cullen/Frost Bankers, Inc. | 2,197 | +725 | $178.3K | +$71.2K | 49.3% |
| Compass Ion Advisors, LLC | 8,294 | +18 | $673.2K | +$71.0K | 0.2% |
| Galvin, Gaustad & Stein, LLC | 7,735 | +80 | $627.9K | +$70.8K | 1.0% |
| UNIVEST FINANCIAL Corp | 4,099 | +496 | $332.7K | +$70.5K | 13.8% |
| Quotient Wealth Partners, LLC | 5,517 | +310 | $447.8K | +$68.9K | 6.0% |
| Lakeridge Wealth Management LLC | 7,994 | +22 | $648.9K | +$68.7K | 0.3% |
| Nemes Rush Group LLC | 6,982 | +130 | $566.7K | +$68.1K | 1.9% |
| ZACKS INVESTMENT MANAGEMENT | 3,833 | +487 | $311.1K | +$67.6K | 14.6% |
| Private Advisory Group LLC | 5,900 | +233 | $478.9K | +$66.5K | 4.1% |
| Compton Wealth Advisory Group, LLC | 5,102 | +288 | $414.1K | +$63.8K | 6.0% |
| PROATHLETE WEALTH MANAGEMENT LLC | 2,773 | +556 | $225.1K | +$63.8K | 25.1% |
| Pinnacle Wealth Planning Services, Inc. | 7,455 | +14 | $605.1K | +$63.6K | 0.2% |
| Mechanics Financial Corp | 5,204 | +268 | $422.4K | +$63.2K | 5.4% |
| Pinnacle Wealth Management Advisory Group, LLC | 6,983 | +50 | $566.8K | +$62.3K | 0.7% |
| Bragg Financial Advisors, Inc | 4,402 | +341 | $357.3K | +$61.8K | 8.4% |
| NWF Advisory Services Inc. | 23,623 | +10,878 | $866.7K | -$60.8K | 85.3% |
| Copia Wealth Management | 6,450 | +84 | $523.5K | +$60.3K | 1.3% |
| BROOKS, MOORE & ASSOCIATES, INC. | 6,076 | +125 | $493.2K | +$60.1K | 2.1% |
| THEORY FINANCIAL LLC | 4,234 | +57 | $403.0K | +$58.4K | 1.4% |
| Armstrong, Fleming & Moore, Inc | 6,830 | +10 | $554.4K | +$58.1K | 0.1% |
| Magnus Financial Group LLC | 6,485 | +30 | $526.4K | +$56.7K | 0.5% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 6,048 | +73 | $490.9K | +$56.1K | 1.2% |
| Colonial Trust Advisors | 3,229 | +395 | $262.1K | +$55.9K | 13.9% |
| WealthPLAN Partners, LLC | 3,796 | +326 | $308.1K | +$55.6K | 9.4% |
| Teamwork Financial Advisors, LLC | 5,567 | +114 | $451.9K | +$55.1K | 2.1% |
| Tortoise Investment Management, LLC | 5,593 | +101 | $454.0K | +$54.3K | 1.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 6,191 | +8 | $502.5K | +$52.6K | 0.1% |
| TCP Asset Management, LLC | 6,232 | +1 | $505.9K | +$52.4K | 0.0% |
| Wealth Dimensions Group, Ltd. | 4,150 | +235 | $336.9K | +$52.0K | 6.0% |
| Foster Group, Inc. | 5,126 | +120 | $416.1K | +$51.8K | 2.4% |
| Kestra Investment Management, LLC | 5,097 | +100 | $413.7K | +$50.1K | 2.0% |
| LGT Financial Advisors LLC | 2,965 | +317 | $240.7K | +$48.0K | 12.0% |
| LFA - Lugano Financial Advisors SA | 3,893 | +209 | $316.0K | +$47.9K | 5.7% |
| Rakuten Securities, Inc. | 1,497 | +478 | $121.5K | +$47.4K | 46.9% |
| FLAGSHIP WEALTH ADVISORS, LLC | 3,668 | +212 | $297.7K | +$46.2K | 6.1% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,461 | +5 | $443.3K | +$46.2K | 0.1% |
| Physician Wealth Advisors, Inc. | 1,863 | +420 | $151.2K | +$46.2K | 29.1% |
| HHM Wealth Advisors, LLC | 5,195 | +31 | $421.7K | +$45.9K | 0.6% |
| CFS Investment Advisory Services, LLC | 5,260 | +324 | $427.0K | +$45.4K | 6.6% |
| J. L. Bainbridge & Co., Inc. | 3,576 | +200 | $290.3K | +$44.6K | 5.9% |
| One Day In July LLC | 3,913 | +150 | $317.6K | +$43.8K | 4.0% |
| Focused Wealth Management, Inc | 4,063 | +132 | $329.8K | +$43.7K | 3.4% |
| MKD WEALTH COACHES, LLC | 4,654 | +59 | $377.8K | +$43.4K | 1.3% |
| Secure Asset Management, LLC | 4,722 | +49 | $383.3K | +$42.7K | 1.0% |
| Financial Perspectives, Inc | 2,991 | +238 | $242.8K | +$42.4K | 8.6% |
| Meridian Wealth Partners, LLC | 4,554 | +40 | $369.6K | +$41.2K | 0.9% |
| Associated Banc-Corp | 2,964 | +213 | $240.6K | +$40.4K | 7.7% |
| GAMMA Investing LLC | 2,021 | +316 | $164.0K | +$40.0K | 18.5% |
| Haverford Trust Co | 3,617 | +120 | $293.6K | +$39.1K | 3.4% |
| Costello Asset Management, INC | 646 | +446 | $52.4K | +$37.9K | 223.0% |
| Two West Capital Advisors LLC | 7,035 | +132 | $571.0K | +$37.4K | 1.9% |
| Raleigh Capital Management Inc. | 2,700 | +189 | $219.2K | +$36.4K | 7.5% |
| Operose Advisors LLC | 1,156 | +317 | $93.8K | +$32.8K | 37.8% |
| ROTHSCHILD INVESTMENT LLC | 3,008 | +100 | $244.2K | +$32.5K | 3.4% |
| Bedel Financial Consulting, Inc. | 3,789 | +3 | $307.6K | +$32.0K | 0.1% |
| Integrity Financial Corp /WA | 2,904 | +105 | $235.7K | +$32.0K | 3.8% |
| Weaver Consulting Group | 3,043 | +88 | $247.0K | +$32.0K | 3.0% |
| Mystic Asset Management, Inc. | 3,646 | +15 | $295.9K | +$31.7K | 0.4% |
| Willis Johnson & Associates, Inc. | 3,140 | +65 | $254.9K | +$31.1K | 2.1% |
| Compass Financial Group, INC/SD | 3,252 | +46 | $264.0K | +$30.7K | 1.4% |
| Accelerate Investment Advisors LLC | 3,129 | +45 | $253.9K | +$29.5K | 1.4% |
| KWMG, LLC | 3,064 | +49 | $248.7K | +$29.3K | 1.6% |
| James J. Burns & Company, LLC | 3,435 | +4 | $278.8K | +$29.1K | 0.1% |
| HOLLENCREST CAPITAL MANAGEMENT | 2,900 | +65 | $235.4K | +$29.1K | 2.3% |
| AMERIFLEX GROUP, INC. | 624 | +322 | $50.6K | +$28.7K | 106.6% |
| HOWARD WEALTH MANAGEMENT, LLC | 2,872 | +60 | $233.1K | +$28.5K | 2.1% |
| Crewe Advisors LLC | 1,015 | +258 | $82.4K | +$27.3K | 34.1% |
| N.E.W. Advisory Services LLC | 1,519 | +187 | $123.3K | +$26.4K | 14.0% |
| Steigerwald, Gordon & Koch Inc. | 1,267 | +200 | $102.8K | +$25.2K | 18.7% |
| EVOLUTION WEALTH MANAGEMENT INC. | 616 | +308 | $47.4K | +$25.0K | 100.0% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2,328 | +45 | $189.0K | +$22.8K | 2.0% |
| Decker Retirement Planning Inc. | 1,907 | +84 | $154.8K | +$22.1K | 4.6% |
| CWM, LLC | 1,954,113 | +57,372 | $158.6K | +$20.6K | 3.0% |
| GABLES CAPITAL MANAGEMENT INC. | 355 | +225 | $28.8K | +$19.4K | 173.1% |
| SOA Wealth Advisors, LLC. | 6,496 | +6,034 | $49.9K | +$16.2K | 1306.1% |
| Rossby Financial, LCC | 325 | +140 | $26.4K | +$12.9K | 75.7% |
| TOMPKINS FINANCIAL CORP | 1,095 | +47 | $88.9K | +$12.6K | 4.5% |
| Signature Resources Capital Management, LLC | 1,061 | +33 | $86.1K | +$11.3K | 3.2% |
| Thrivent Financial for Lutherans | 428,477 | +85,977 | $35.0K | +$10.0K | 25.1% |
| Cambridge Investment Research Advisors, Inc. | 1,013,242 | +12,463 | $82.2K | +$9.4K | 1.2% |
| Center for Financial Planning, Inc. | 878 | +28 | $71.3K | +$9.4K | 3.3% |
| BARRETT & COMPANY, INC. | 1,008 | +8 | $81.8K | +$9.0K | 0.8% |
| Glen Eagle Advisors, LLC | 795 | +29 | $64.5K | +$8.8K | 3.8% |
| Truvestments Capital LLC | 759 | +23 | $61.6K | +$8.0K | 3.1% |
| Fourth Dimension Wealth, LLC | 449 | +20 | $36.4K | +$5.2K | 4.7% |
| LaSalle St. Investment Advisors, LLC | 105,966 | +45,095 | $8.6K | +$4.2K | 74.1% |
| Abound Wealth Management | 57 | +44 | $4.6K | +$3.7K | 338.5% |
| Tradewinds Capital Management, LLC | 313 | +9 | $25.4K | +$3.3K | 3.0% |
| LVM CAPITAL MANAGEMENT LTD/MI | 301,370 | +5,890 | $24.5K | +$3.0K | 2.0% |
| Arkos Global Advisors | 315,204 | +493 | $25.6K | +$2.7K | 0.1% |
| TSFG, LLC | 166,259 | +16,453 | $13.5K | +$2.6K | 11.0% |
| M Holdings Securities, Inc. | 52,439 | +28,087 | $4.3K | +$2.5K | 115.3% |
| Harvest Fund Management Co., Ltd | 123,632 | +3,335 | $10.0K | +$1.3K | 2.8% |
| NATIXIS ADVISORS, LLC | 27,221 | +6,414 | $2.2K | +$696 | 30.8% |
| Betterment LLC | 22,380 | +4,051 | $1.8K | +$483 | 22.1% |
| HAZLETT, BURT & WATSON, INC. | 7,531 | +2,151 | $611 | +$231 | 40.0% |
| Euro Pacific Asset Management, LLC | 10,761 | +1,700 | $873 | +$214 | 18.8% |
| ALERUS FINANCIAL NA | 13 | +1 | $1.1K | +$182 | 8.3% |
| Summit Global Investments | 6,829 | +19 | $554 | +$58 | 0.3% |
| FOSTER & MOTLEY INC | 3,887 | +322 | $316 | +$57 | 9.0% |
| Smithfield Trust Co | 3,443 | +167 | $280 | +$42 | 5.1% |
| CENTAURUS FINANCIAL, INC. | 2,131 | +139 | $173 | +$28 | 7.0% |
| VESTOR CAPITAL, LLC | 5,624 | +5,000 | $44 | -$1 | 801.3% |
Reduced(924)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 2,685,500 | -6,373,900 | $218.0M | -$441.3M | -70.3% |
| SCHF (GPE), LLC | 3,163,660 | 0 | $256.8M | +$256.6M | 0.0% |
| BANK OF AMERICA CORP /DE/ | 30,270,516 | -528,988 | $2.46B | +$215.8M | -1.7% |
| Royal Bank of Canada | 3,900,561 | -3,272,953 | $316.6M | -$118.8M | -45.6% |
| Sumitomo Mitsui Trust Group, Inc. | 6,608,915 | -2,395,679 | $536.4M | -$118.8M | -26.6% |
| ENVESTNET ASSET MANAGEMENT INC | 19,303,975 | -1,216,730 | $1.57B | +$73.6M | -5.9% |
| UBS Group AG | 8,957,847 | -190,208 | $727.1M | +$61.4M | -2.1% |
| Kovitz Investment Group Partners, LLC | 5,943 | -622,328 | $482.4K | -$45.2M | -99.0% |
| BANK OF MONTREAL /CAN/ | 400,129 | -665,519 | $32.5M | -$45.1M | -62.5% |
| Hamilton Wealth, LLC | 274,064 | -722,791 | $22.2M | -$39.0M | -72.5% |
| Empower Advisory Group, LLC | 5,520,278 | -350,792 | $448.1M | +$20.8M | -6.0% |
| HighTower Advisors, LLC | 3,390,805 | -118,974 | $275.2M | +$19.8M | -3.4% |
| ALLIANCEBERNSTEIN L.P. | 6,351,725 | -463,616 | $515.6M | +$19.6M | -6.8% |
| Arax Advisory Partners | 171,173 | -262,353 | $13.9M | -$17.3M | -60.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 170,835 | -251,989 | $13.9M | -$16.9M | -59.6% |
| Arnhold LLC | 1,757,254 | 0 | $142.6M | +$14.8M | 0.0% |
| Cresset Asset Management, LLC | 1,725,125 | -24,214 | $140.0M | +$12.7M | -1.4% |
| OneDigital Investment Advisors LLC | 1,358,533 | -3,885 | $110.3M | +$11.1M | -0.3% |
| GM Advisory Group, LLC | 1,527,276 | -27,595 | $124.0M | +$10.8M | -1.8% |
| Baird Financial Group, Inc. | 1,375,256 | -13,120 | $111.6M | +$10.6M | -0.9% |
| Fearless Solutions, LLC dba Best Invest | 80,152 | -192,426 | $6.5M | -$10.1M | -70.6% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 1,754,253 | -63,839 | $142.4M | +$10.1M | -3.5% |
| Sunbelt Securities, Inc. | 262,168 | -159,877 | $21.3M | -$9.4M | -37.9% |
| Dynasty Wealth Management, LLC | 1,187,564 | -14,885 | $96.4M | +$8.9M | -1.2% |
| Chevy Chase Trust Holdings, LLC | 1,611,822 | -78,767 | $130.8M | +$7.8M | -4.7% |
| Battery Global Advisors, LLC | 524 | -110,792 | $358.9K | -$7.7M | -99.5% |
| Gerber Kawasaki Wealth & Investment Management | 23,047 | -108,874 | $1.9M | -$7.7M | -82.5% |
| Proficio Capital Partners LLC | 2,127,021 | -139,617 | $172.7M | +$7.7M | -6.2% |
| Circle Wealth Management, LLC | 819,093 | 0 | $66.5M | +$6.9M | 0.0% |
| NEUBERGER BERMAN GROUP LLC | 1,162,978 | -42,700 | $94.4M | +$6.7M | -3.5% |
| Creative Planning | 790,808 | -150 | $64.2M | +$6.6M | -0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 21,900 | -89,500 | $1.8M | -$6.3M | -80.3% |
| GenWealth Group, Inc. | 688,253 | -32,442 | $58.2M | +$5.8M | -4.5% |
| EverSource Wealth Advisors, LLC | 723,987 | -5,343 | $58.8M | +$5.7M | -0.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,469,348 | -93,088 | $119.3M | +$5.6M | -6.0% |
| EQUITABLE TRUST CO | 1,751,253 | -128,046 | $142.1M | +$5.4M | -6.8% |
| FRANKLIN RESOURCES INC | 1,174,520 | -61,503 | $95.3M | +$5.4M | -5.0% |
| Focus Partners Advisor Solutions, LLC | 51,440 | -64,174 | $4.2M | -$4.7M | -55.5% |
| Summit Trail Advisors, LLC | 288,631 | -96,684 | $23.4M | -$4.6M | -25.1% |
| Blue Trust, Inc. | 521,089 | -231 | $42.3M | +$4.4M | -0.0% |
| Pictet Asset Management Holding SA | 461,220 | 0 | $37.6M | +$4.4M | 0.0% |
| Verity Asset Management, Inc. | 42,340 | -63,930 | $3.4M | -$4.3M | -60.1% |
| CADINHA & CO LLC | 526,701 | -2,005 | $42.8M | +$4.3M | -0.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 486,700 | 0 | $39.5M | +$4.1M | 0.0% |
| CENTRAL TRUST Co | 1,017,210 | -61,475 | $82.6M | +$4.1M | -5.7% |
| Meridian Wealth Advisors, LLC | 570,745 | -10,126 | $46.3M | +$4.1M | -1.7% |
| Zhang Financial LLC | 473,420 | -2,175 | $38.4M | +$3.8M | -0.5% |
| Heck Capital Advisors, LLC | 51,313 | -58,025 | $4.2M | -$3.8M | -53.1% |
| WESCAP Management Group, Inc. | 445,220 | -4,639 | $36.1M | +$3.4M | -1.0% |
| JPMORGAN CHASE & CO | 11,844,631 | -1,320,600 | $961.4M | +$3.4M | -10.0% |
| Corient Private Wealth LLC | 679,234 | -32,803 | $55.1M | +$3.3M | -4.6% |
| Capital Asset Advisory Services LLC | 754,767 | -77,489 | $63.9M | +$3.3M | -9.3% |
| Davies Financial Advisors, Inc. | 25,719 | -48,312 | $2.1M | -$3.3M | -65.3% |
| REGIONS FINANCIAL CORP | 68,719 | -56,353 | $5.6M | -$3.1M | -45.0% |
| Vision Capital Management, Inc. | 382,198 | -1,213 | $31.0M | +$3.1M | -0.3% |
| US BANCORP \DE\ | 423,089 | -6,333 | $34.3M | +$3.1M | -1.5% |
| CARL STUART INVESTMENT ADVISOR, INC | 560,670 | -23,219 | $45.5M | +$3.0M | -4.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 428,007 | -8,669 | $34.7M | +$3.0M | -2.0% |
| VCI Wealth Management LLC | 434,609 | -9,742 | $35.3M | +$2.9M | -2.2% |
| First Command Advisory Services, Inc. | 1,100,749 | -87,439 | $89.3M | +$2.9M | -7.3% |
| Independent Family Office, LLC | 386,883 | -5,231 | $31.4M | +$2.9M | -1.3% |
| Dakota Wealth Management | 342,522 | -610 | $27.8M | +$2.8M | -0.2% |
| JAMES INVESTMENT RESEARCH, INC. | 339,346 | -275 | $27.5M | +$2.8M | -0.1% |
| Advocacy Wealth Management Services, LLC | 378,538 | -5,598 | $30.7M | +$2.8M | -1.4% |
| CHATHAM CAPITAL GROUP, INC. | 361,750 | -3,815 | $29.4M | +$2.8M | -1.0% |
| Parcion Private Wealth LLC | 334,201 | -2,640 | $27.1M | +$2.6M | -0.8% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 750,805 | -122,435 | $60.9M | -$2.6M | -14.0% |
| Kaydan Wealth Management, Inc. | 431,597 | -14,466 | $35.0M | +$2.6M | -3.2% |
| Modern Wealth Management, LLC | 290,563 | -92,952 | $23.6M | -$2.6M | -24.2% |
| Fifth Third Securities, Inc. | 309,046 | -1,599 | $25.1M | +$2.5M | -0.5% |
| Mesirow Financial Investment Management, Inc. | 137,269 | -49,470 | $11.1M | -$2.4M | -26.5% |
| BCWM, LLC | 298,176 | -1,231 | $24.2M | +$2.4M | -0.4% |
| BALDWIN WEALTH PARTNERS LLC/MA | 293,802 | -1,399 | $23.8M | +$2.4M | -0.5% |
| Wealthspire Advisors, LLC | 33,167 | -36,249 | $2.7M | -$2.4M | -52.2% |
| SYON CAPITAL LLC | 297,585 | -2,038 | $24.2M | +$2.4M | -0.7% |
| Wallington Asset Management, LLC | 284,283 | -831 | $23.1M | +$2.3M | -0.3% |
| CIBC WORLD MARKET INC. | 295,565 | -2,958 | $24.0M | +$2.3M | -1.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 579,405 | -35,960 | $47.0M | +$2.3M | -5.8% |
| Quent Capital, LLC | 415,374 | -17,151 | $33.7M | +$2.2M | -4.0% |
| Coastal Bridge Advisors, LLC | 278,128 | -1,487 | $22.6M | +$2.2M | -0.5% |
| Grant Street Asset Management, Inc. | 3,421 | -30,825 | $277.7K | -$2.2M | -90.0% |
| Parker Investment Management, LLC | 651,350 | -46,037 | $52.9M | +$2.1M | -6.6% |
| Resonant Capital Advisors, LLC | 252,938 | -269 | $20.5M | +$2.1M | -0.1% |
| Simplicity Wealth,LLC | 36,011 | -32,922 | $2.9M | -$2.1M | -47.8% |
| Modus Advisors, LLC | 297,162 | -5,990 | $24.1M | +$2.1M | -2.0% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,408 | -862 | $20.5M | +$2.1M | -0.3% |
| Cyndeo Wealth Partners, LLC | 265,655 | -3,414 | $21.6M | +$2.0M | -1.3% |
| Summit Financial, LLC | 270,136 | -4,771 | $21.9M | +$1.9M | -1.7% |
| Biltmore Family Office, LLC | 663,221 | -50,358 | $53.8M | +$1.9M | -7.0% |
| Stratos Wealth Partners, LTD. | 381,987 | -17,954 | $31.0M | +$1.9M | -4.5% |
| Private Advisor Group, LLC | 258,274 | -54,340 | $20.9M | -$1.9M | -17.4% |
| Fielder Capital Group LLC | 238,258 | -3,118 | $19.3M | +$1.8M | -1.3% |
| Fore Capital, LLC | 208,000 | 0 | $16.9M | +$1.7M | 0.0% |
| EVOKE WEALTH, LLC | 206,701 | 0 | $16.8M | +$1.7M | 0.0% |
| Ascent Group, LLC | 324,901 | -14,017 | $26.4M | +$1.7M | -4.1% |
| Mill Creek Capital Advisors, LLC | 203,287 | 0 | $16.5M | +$1.7M | 0.0% |
| HB Wealth Management, LLC | 206,836 | -548 | $16.8M | +$1.7M | -0.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 209,594 | -868 | $17.0M | +$1.7M | -0.4% |
| Brookstone Capital Management | 289,772 | -10,341 | $23.5M | +$1.7M | -3.4% |
| Three Bridge Wealth Advisors, LLC | 197,895 | -779 | $16.1M | +$1.6M | -0.4% |
| DSG Capital Advisors, LLC | 141,357 | -5,076 | $12.3M | +$1.6M | -3.5% |
| Buttonwood Financial Group, LLC | 104,759 | -34,798 | $8.9M | -$1.6M | -24.9% |
| DT Investment Partners, LLC | 202,811 | -1,859 | $16.5M | +$1.6M | -0.9% |
| Sowell Financial Services LLC | 204,583 | -2,445 | $16.6M | +$1.5M | -1.2% |
| Van Hulzen Asset Management, LLC | 202,434 | -2,312 | $16.4M | +$1.5M | -1.1% |
| OKABENA INVESTMENT SERVICES INC | 186,460 | -542 | $15.1M | +$1.5M | -0.3% |
| American Trust | 38,446 | -25,406 | $3.1M | -$1.5M | -39.8% |
| Clear Harbor Asset Management, LLC | 214,783 | -4,004 | $17.4M | +$1.5M | -1.8% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 303,847 | -14,326 | $24.7M | +$1.5M | -4.5% |
| Private Harbour Investment Management & Counsel, LLC | 185,699 | -1,037 | $15.1M | +$1.5M | -0.6% |
| Westside Investment Management, Inc. | 200 | -20,368 | $16.3K | -$1.5M | -99.0% |
| Prospera Financial Services Inc | 161,536 | -38,921 | $13.1M | -$1.5M | -19.4% |
| Sharkey, Howes & Javer | 177,045 | -490 | $14.4M | +$1.5M | -0.3% |
| JSF Financial, LLC | 229,901 | -6,945 | $18.7M | +$1.4M | -2.9% |
| QUEST INVESTMENT MANAGEMENT LLC | 268,182 | -50,440 | $21.8M | -$1.4M | -15.8% |
| AMG National Trust Bank | 296,752 | -14,822 | $24.1M | +$1.4M | -4.8% |
| Wealth Management Partners, LLC | 199,719 | -3,944 | $16.2M | +$1.4M | -1.9% |
| Trek Financial, LLC | 170,628 | -818 | $13.8M | +$1.4M | -0.5% |
| UMB Bank, n.a. | 247,652 | -9,764 | $20.1M | +$1.4M | -3.8% |
| VestGen Advisors, LLC | 67,884 | -26,536 | $5.5M | -$1.4M | -28.1% |
| Intellus Advisors LLC | 586,596 | -86,368 | $47.6M | -$1.4M | -12.8% |
| COMMERCE BANK | 170,899 | -1,151 | $13.9M | +$1.4M | -0.7% |
| Stonehage Fleming Financial Services Holdings Ltd | 36,595 | -22,662 | $3.0M | -$1.3M | -38.2% |
| VPR Management LLC | 395,430 | -27,500 | $32.1M | +$1.3M | -6.5% |
| Timber Creek Capital Management LLC | 227,077 | -8,071 | $18.4M | +$1.3M | -3.4% |
| Stonebridge Financial Group, LLC | 168,360 | -1,376 | $13.7M | +$1.3M | -0.8% |
| Greenline Partners, LLC | 99,834 | -29,311 | $8.1M | -$1.3M | -22.7% |
| BSW Wealth Partners | 154,247 | -85 | $12.5M | +$1.3M | -0.1% |
| JB Capital LLC | 392,517 | -27,664 | $31.9M | +$1.3M | -6.6% |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 159,116 | -955 | $12.9M | +$1.3M | -0.6% |
| NOTTINGHAM ADVISORS, INC. | 89,715 | -27,716 | $7.3M | -$1.3M | -23.6% |
| Oxbow Advisors, LLC | 802,424 | -109,755 | $65.1M | -$1.2M | -12.0% |
| Shepherd Financial Partners LLC | 186,414 | -4,412 | $15.1M | +$1.2M | -2.3% |
| MA Private Wealth | 156,752 | -1,006 | $12.7M | +$1.2M | -0.6% |
| BOKF, NA | 295,211 | -17,445 | $24.0M | +$1.2M | -5.6% |
| Chicago Partners Investment Group LLC | 65,076 | -700 | $6.1M | +$1.2M | -1.1% |
| BRAVE ASSET MANAGEMENT INC | 181,106 | -4,999 | $14.7M | +$1.2M | -2.7% |
| Vanguard Capital Wealth Advisors | 8,918 | -16,784 | $723.9K | -$1.1M | -65.3% |
| Resona Asset Management Co.,Ltd. | 135,608 | 0 | $11.0M | +$1.1M | 0.0% |
| STEPHENS INC /AR/ | 286,578 | -17,513 | $23.3M | +$1.1M | -5.8% |
| SPINNAKER TRUST | 416,028 | -32,490 | $33.8M | +$1.1M | -7.2% |
| Ameritas Advisory Services, LLC | 55,665 | -21,769 | $4.5M | -$1.1M | -28.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | 776,549 | -74,332 | $63.0M | +$1.1M | -8.7% |
| West Family Investments, Inc. | 422,171 | -33,615 | $34.4M | +$1.1M | -7.4% |
| Checchi Capital Advisers, LLC | 358,431 | -56,339 | $29.1M | -$1.1M | -13.6% |
| Townsend & Associates, Inc | 161,898 | -795 | $14.0M | +$1.1M | -0.5% |
| White Lighthouse Investment Management Inc. | 206,671 | -8,975 | $16.8M | +$1.1M | -4.2% |
| Sterling Financial Planning, Inc. | 257,929 | -15,430 | $20.9M | +$1.0M | -5.6% |
| MinichMacGregor Wealth Management, LLC | 148,873 | -2,997 | $12.1M | +$1.0M | -2.0% |
| Faithward Advisors, LLC | 248,386 | -14,502 | $20.2M | +$1.0M | -5.5% |
| American Investment Services, Inc. | 102,250 | -25,959 | $8.3M | -$1.0M | -20.2% |
| Ariston Services Group | 126,940 | -517 | $10.3M | +$1.0M | -0.4% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 176,107 | -6,234 | $14.3M | +$1.0M | -3.4% |
| Highland Financial Advisors, LLC | 123,785 | -215 | $10.0M | +$1.0M | -0.2% |
| GeoWealth Management, LLC | 8,854 | -15,090 | $718.7K | -$1.0M | -63.0% |
| Baker Avenue Asset Management, LP | 121,555 | -101 | $9.9M | +$1.0M | -0.1% |
| WEALTH ALLIANCE, LLC | 147,484 | -3,191 | $12.0M | +$1.0M | -2.1% |
| Cardinal Point Capital Management ULC | 298,440 | -1,616 | $24.2M | +$991.0K | -0.5% |
| HUNTINGTON NATIONAL BANK | 203,391 | -9,922 | $16.5M | +$986.5K | -4.7% |
| ABLE Financial Group, LLC | 118,971 | -217 | $9.7M | +$983.6K | -0.2% |
| INTEGRITY ALLIANCE, LLC. | 13,521 | -15,035 | $1.1M | -$980.5K | -52.6% |
| Strategic Blueprint, LLC | 134,802 | -2,129 | $10.9M | +$977.4K | -1.6% |
| Omnia Family Wealth, LLC | 126,824 | -1,272 | $10.3M | +$972.8K | -1.0% |
| SIGMA INVESTMENT COUNSELORS INC | 121,576 | -704 | $9.9M | +$970.0K | -0.6% |
| MainStreet Investment Advisors LLC | 14,421 | -14,685 | $1.2M | -$947.5K | -50.5% |
| Vivaldi Capital Management LP | 120,212 | -1,027 | $9.8M | +$935.0K | -0.8% |
| GFS Advisors, LLC | 104,642 | -24,917 | $8.5M | -$934.2K | -19.2% |
| Global Wealth Strategies & Associates | 115,444 | -569 | $9.4M | +$928.3K | -0.5% |
| Morton Capital Management LLC/CA | 162,297 | -6,069 | $13.2M | +$921.7K | -3.6% |
| WEALTHSPAN PARTNERS, LLC | 118,348 | -1,189 | $9.6M | +$907.6K | -1.0% |
| JNBA Financial Advisors | 142,714 | -4,067 | $11.6M | +$902.8K | -2.8% |
| Maltin Wealth Management, Inc. | 105,560 | -24,499 | $8.6M | -$896.1K | -18.8% |
| Icon Wealth Advisors, LLC | 176,175 | -8,063 | $14.3M | +$893.2K | -4.4% |
| MERIDIAN INVESTMENT COUNSEL INC. | 123,047 | -1,936 | $10.0M | +$892.7K | -1.5% |
| Kelly Financial Services LLC | 132,637 | -3,048 | $10.8M | +$892.4K | -2.2% |
| NTV Asset Management LLC | 182,026 | -8,834 | $14.8M | +$886.2K | -4.6% |
| High Falls Advisors, Inc | 122,904 | -2,073 | $10.0M | +$881.5K | -1.6% |
| Stablepoint Partners, LLC | 143,183 | -4,703 | $11.6M | +$860.5K | -3.2% |
| Sachetta, LLC | 28,368 | -15,011 | $2.3M | -$854.1K | -34.6% |
| CAPE ANN SAVINGS BANK | 143,416 | -4,832 | $11.6M | +$853.1K | -3.3% |
| TUDOR INVESTMENT CORP ET AL | 252,905 | -17,549 | $20.5M | +$847.4K | -6.5% |
| Diversify Advisory Services, LLC | 105,966 | -3,921 | $9.1M | +$840.8K | -3.6% |
| DCF Advisers, LLC | 100,000 | 0 | $8.1M | +$840.0K | 0.0% |
| Accretive Wealth Partners, LLC | 105,038 | -667 | $8.5M | +$833.8K | -0.6% |
| Beacon Harbor Wealth Advisors, Inc. | 169,274 | -8,334 | $13.7M | +$815.4K | -4.7% |
| Stone House Investment Management, LLC | 128,126 | -3,761 | $10.4M | +$802.6K | -2.9% |
| Blue Fin Capital, Inc. | 15,396 | -15,508 | $1.2M | -$785.0K | -50.2% |
| Lineweaver Wealth Advisors, LLC | 94,939 | -195 | $7.7M | +$783.3K | -0.2% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 146,836 | -6,248 | $11.9M | +$778.8K | -4.1% |
| SAGE RHINO CAPITAL LLC | 300,690 | -24,027 | $24.4M | +$777.4K | -7.4% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 700 | -10,735 | $56.8K | -$775.3K | -93.9% |
| U.S. Capital Wealth Advisors, LLC | 102,796 | -1,299 | $8.3M | +$769.0K | -1.2% |
| ALLSTATE CORP | 19,280 | -12,625 | $1.6M | -$756.8K | -39.6% |
| Lifelong Wealth Advisors, Inc. | 110,059 | -2,407 | $8.9M | +$749.3K | -2.1% |
| OMNI 360 Wealth, Inc. | 2,384 | -18,248 | $208.0K | -$745.1K | -88.4% |
| BARCLAYS PLC | 13,464 | -8,254 | $839.6K | -$740.8K | -38.0% |
| WELCH & FORBES LLC | 86,883 | 0 | $7.1M | +$729.8K | 0.0% |
| FineMark National Bank & Trust | 123,571 | -4,264 | $10.0M | +$727.7K | -3.3% |
| Wellspring Financial Advisors, LLC | 101,062 | -1,672 | $8.2M | +$727.6K | -1.6% |
| Towneley Capital Management, Inc / DE | 106,657 | -2,331 | $8.7M | +$726.3K | -2.1% |
| Blueprint Financial Advisors LLC | 88,036 | -252 | $7.1M | +$721.2K | -0.3% |
| Vernal Point Advisors, LLC | 84,629 | 0 | $6.9M | +$710.9K | 0.0% |
| Stratos Wealth Advisors, LLC | 34,810 | -13,746 | $2.8M | -$707.9K | -28.3% |
| True North Advisors, LLC | 101,817 | -2,059 | $8.3M | +$705.4K | -2.0% |
| CreativeOne Wealth, LLC | 303,238 | -25,321 | $24.6M | +$704.6K | -7.7% |
| Bull Oak Capital, LLC | 94,637 | -1,252 | $7.7M | +$703.8K | -1.3% |
| RWA WEALTH PARTNERS, LLC | 112,747 | -3,487 | $9.2M | +$693.3K | -3.0% |
| Tikvah Management LLC | 82,230 | 0 | $6.7M | +$690.7K | 0.0% |
| WealthCare Investment Partners, LLC | 111,247 | -3,845 | $9.1M | +$685.4K | -3.3% |
| Verus Financial Partners, Inc. | 30,161 | -111 | $2.9M | +$667.8K | -0.4% |
| Kingsview Wealth Management, LLC | 447,028 | -42,627 | $36.3M | +$653.1K | -8.7% |
| Shared Vision Wealth Group LLC | 37,119 | -156 | $3.5M | +$652.4K | -0.4% |
| waypoint wealth counsel | 80,321 | -563 | $6.5M | +$633.7K | -0.7% |
| Waterloo Capital, L.P. | 86,156 | -1,252 | $7.0M | +$632.6K | -1.4% |
| Pettinga Financial Advisors LLC | 124,778 | -5,717 | $10.1M | +$632.1K | -4.4% |
| Sepio Capital, LP | 74,908 | 0 | $6.1M | +$629.2K | 0.0% |
| INTREPID CAPITAL MANAGEMENT INC | 74,648 | 0 | $6.1M | +$627.0K | 0.0% |
| Valued Retirements, Inc. | 35,201 | -600 | $2.9M | +$624.7K | -1.7% |
| Discipline Wealth Solutions, LLC | 73,580 | -53 | $6.0M | +$614.2K | -0.1% |
| Quantum Portfolio Management LLC | 10,111 | -9,443 | $820.7K | -$602.2K | -48.3% |
| Leslie Global Wealth, LLC | 92,904 | -2,530 | $7.5M | +$596.3K | -2.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 75,967 | -580 | $6.2M | +$595.9K | -0.8% |
| LOM Asset Management Ltd | 31,500 | 0 | $2.6M | +$592.9K | 0.0% |
| Pacific Point Advisors, LLC | 68,862 | 0 | $5.6M | +$578.4K | 0.0% |
| CAMDEN NATIONAL BANK | 90,276 | -2,495 | $7.3M | +$576.8K | -2.7% |
| STABLEFORD CAPITAL II LLC | 94,317 | -3,059 | $7.7M | +$569.6K | -3.1% |
| Plum Street Advisors, LLC | 113,927 | -5,366 | $9.2M | +$566.5K | -4.5% |
| Park Edge Advisors, LLC | 67,339 | -15,394 | $5.5M | -$554.6K | -18.6% |
| Per Stirling Capital Management, LLC. | 66,600 | -243 | $5.4M | +$541.8K | -0.4% |
| Fifth Third Wealth Advisors LLC | 73,936 | -1,167 | $6.0M | +$536.1K | -1.6% |
| Connective Portfolio Management, LLC | 62,029 | 0 | $5.0M | +$535.8K | 0.0% |
| Tanglewood Wealth Management, Inc. | 1,042,001 | -112,958 | $84.6M | +$532.9K | -9.8% |
| Old Port Advisors | 144,907 | -9,530 | $11.8M | +$523.7K | -6.2% |
| BOK Financial Private Wealth, Inc. | 60,999 | 0 | $5.0M | +$512.4K | 0.0% |
| J2 Capital Management Inc | 64,807 | -619 | $5.3M | +$499.3K | -0.9% |
| LifePlan Investment Advisors, Inc. | 69,286 | -1,170 | $5.6M | +$496.9K | -1.7% |
| BCGM Wealth Management, LLC | 70,338 | -1,313 | $5.7M | +$495.3K | -1.8% |
| F/m Investments LLC | 59,536 | -96 | $4.8M | +$493.1K | -0.2% |
| ShoreHaven Wealth Partners, LLC | 66,488 | -924 | $5.4M | +$491.3K | -1.4% |
| Summit Place Financial Advisors, LLC | 104,003 | -5,262 | $8.4M | +$490.7K | -4.8% |
| Ausdal Financial Partners, Inc. | 58,347 | -53 | $4.7M | +$488.3K | -0.1% |
| GUIDANCE CAPITAL, INC | 39,670 | -14,076 | $3.7M | -$483.2K | -26.2% |
| Patriot Financial Group Insurance Agency, LLC | 80,433 | -2,779 | $6.5M | +$473.4K | -3.3% |
| BridgePort Financial Solutions, LLC | 58,830 | -324 | $4.8M | +$470.6K | -0.5% |
| TSA Wealth Managment LLC | 75,630 | -2,309 | $6.1M | +$467.3K | -3.0% |
| EQ WEALTH ADVISORS, LLC | 60,516 | -641 | $4.9M | +$461.7K | -1.0% |
| Parkside Financial Bank & Trust | 31,739 | -10,000 | $2.6M | -$461.1K | -23.9% |
| Fermata Advisors, LLC | 82,363 | -3,187 | $6.7M | +$459.9K | -3.7% |
| Impact Investors, Inc | 139,968 | -10,022 | $11.4M | +$446.4K | -6.7% |
| Robinson Value Management, Ltd. | 59,842 | -786 | $4.9M | +$445.5K | -1.3% |
| Wealthstar Advisors, LLC | 14,435 | -7,782 | $1.2M | -$445.0K | -35.0% |
| Apollon Financial, LLC | 75,372 | -2,597 | $6.1M | +$444.1K | -3.3% |
| Strathmore Capital Advisors, Inc. | 58,039 | -607 | $4.7M | +$443.4K | -1.0% |
| Security Financial Services, INC. | 146,000 | -10,798 | $11.9M | +$440.6K | -6.9% |
| Advisory Alpha, LLC | 55,181 | -461 | $4.5M | +$436.7K | -0.8% |
| Signet Investment Advisory Group, Inc. | 154,869 | -23,865 | $12.6M | -$435.8K | -13.3% |
| Madden Advisory Services, Inc. | 89,771 | -4,397 | $7.3M | +$434.1K | -4.7% |
| Bay Harbor Wealth Management, LLC | 55,088 | -442 | $4.5M | +$430.6K | -0.8% |
| Gunderson Capital Management Inc. | 59,824 | -995 | $4.9M | +$430.1K | -1.6% |
| Forza Wealth Management, LLC | 208,763 | -18,198 | $16.9M | +$429.3K | -8.0% |
| Northwest Capital Management Inc | 2,924 | -6,229 | $237.3K | -$428.7K | -68.0% |
| BENJAMIN EDWARDS INC | 16,891 | -7,743 | $1.4M | -$421.6K | -31.4% |
| Interchange Capital Partners, LLC | 62,670 | -1,479 | $5.1M | +$418.8K | -2.3% |
| FLAGSTAR ADVISORS INC | 8,563 | -6,697 | $695.1K | -$415.4K | -43.9% |
| PATTON FUND MANAGEMENT, INC. | 111,189 | -7,139 | $9.0M | +$414.5K | -6.0% |
| LIBERTY WEALTH MANAGEMENT LLC | 61,500 | -1,458 | $5.0M | +$409.7K | -2.3% |
| Northside Capital Management, LLC | 48,047 | 0 | $3.9M | +$403.6K | 0.0% |
| LifePlan Financial, LLC | 141,610 | -10,919 | $11.5M | +$394.9K | -7.2% |
| Marex Group plc | 73,194 | -3,150 | $5.9M | +$385.6K | -4.1% |
| Horst & Graben Wealth Management LLC | 55,489 | -1,292 | $4.5M | +$373.3K | -2.3% |
| Bellecapital International Ltd. | 47,997 | -433 | $3.9M | +$371.7K | -0.9% |
| Bank of Jackson Hole Trust | 51,474 | -839 | $4.2M | +$371.3K | -1.6% |
| RFG Advisory, LLC | 43,559 | -25 | $3.5M | +$364.1K | -0.1% |
| Yeomans Consulting Group, Inc. | 331,438 | -32,724 | $26.9M | +$362.7K | -9.0% |
| Freestone Capital Holdings, LLC | 47,469 | -498 | $3.9M | +$362.5K | -1.0% |
| MMBG INVESTMENT ADVISORS CO. | 42,900 | 0 | $3.5M | +$360.4K | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 115,915 | -8,495 | $9.4M | +$355.5K | -6.8% |
| Financial & Tax Architects, LLC | 49,993 | -926 | $4.1M | +$352.6K | -1.8% |
| MACKAY SHIELDS LLC | 475,000 | -50,000 | $38.6M | +$351.5K | -9.5% |
| EWA, LLC | 50,606 | -1,086 | $4.1M | +$346.1K | -2.1% |
| Upper Left Wealth Management, LLC | 185,956 | -16,712 | $15.1M | +$345.9K | -8.2% |
| SFI Advisors, LLC | 2,518 | -5,011 | $204.4K | -$343.5K | -66.5% |
| United Asset Strategies, Inc. | 8,497 | -5,693 | $689.7K | -$342.9K | -40.1% |
| PIN OAK INVESTMENT ADVISORS INC | 3,636 | -1,000 | $339 | -$337.0K | -21.6% |
| One Capital Management, LLC | 64,324 | -2,798 | $5.2M | +$336.7K | -4.2% |
| Red Mountain Financial, LLC | 44,377 | -511 | $3.6M | +$335.6K | -1.1% |
| Perennial Investment Advisors, LLC | 64,140 | -2,797 | $5.2M | +$335.3K | -4.2% |
| Archer Investment Corp | 673 | -4,683 | $54.6K | -$335.1K | -87.4% |
| Choate Investment Advisors | 39,324 | 0 | $3.2M | +$330.3K | 0.0% |
| AVAII WEALTH MANAGEMENT, LLC | 125,967 | -10,027 | $10.2M | +$328.5K | -7.4% |
| SBI Securities Co., Ltd. | 117,141 | -9,039 | $9.5M | +$326.2K | -7.2% |
| ICONIQ Capital, LLC | 12,819 | -5,960 | $1.0M | -$326.0K | -31.7% |
| Plan Group Financial, LLC | 57,028 | -2,185 | $4.6M | +$320.0K | -3.7% |
| Inlet Private Wealth, LLC | 38,929 | -100 | $3.2M | +$319.7K | -0.3% |
| INSPIRION WEALTH ADVISORS, LLC | 10,153 | 0 | $824.1K | +$319.5K | 0.0% |
| Helium Advisors LLC | 5,045 | -4,895 | $409.5K | -$313.8K | -49.2% |
| JANUS HENDERSON GROUP PLC | 2,915 | -4,648 | $236.6K | -$313.7K | -61.5% |
| Fiduciary Trust Co | 78,710 | -4,795 | $6.4M | +$312.2K | -5.7% |
| Heritage Financial Services, LLC | 6,146 | -4,919 | $498.9K | -$306.3K | -44.5% |
| CHOREO, LLC | 95,138 | -7,513 | $7.8M | +$303.8K | -7.3% |
| Towerpoint Wealth, LLC | 51,087 | -1,772 | $4.1M | +$300.2K | -3.4% |
| TRUST POINT INC. | 38,429 | -380 | $3.1M | +$295.2K | -1.0% |
| Perkins Coie Trust Co | 35,110 | 0 | $2.8M | +$294.9K | 0.0% |
| Novak & Powell Financial Services, Inc. | 38,024 | -366 | $3.1M | +$292.8K | -0.9% |
| Amplius Wealth Advisors, LLC | 64,690 | -3,541 | $5.3M | +$285.8K | -5.2% |
| New England Private Wealth Advisors LLC | 33,681 | 0 | $2.7M | +$282.9K | 0.0% |
| Sterling Capital Management LLC | 36,196 | -297 | $2.9M | +$282.4K | -0.8% |
| Gibson Capital, LLC | 70,271 | -4,269 | $5.7M | +$279.6K | -5.7% |
| Walkner Condon Financial Advisors LLC | 38,213 | -572 | $3.1M | +$279.4K | -1.5% |
| Veridan Wealth LLC | 40,661 | -991 | $3.3M | +$269.4K | -2.4% |
| Five Pine Wealth Management | 34,460 | -311 | $2.8M | +$266.8K | -0.9% |
| Flywheel Private Wealth LLC | 32,269 | -68 | $2.6M | +$266.1K | -0.2% |
| KITCHING PARTNERS, LLC | 98,923 | -7,775 | $8.0M | +$265.2K | -7.3% |
| Relyea Zuckerberg Hanson LLC | 31,505 | 0 | $2.6M | +$264.6K | 0.0% |
| OFC FINANCIAL PLANNING, LLC | 34,132 | -315 | $2.8M | +$263.8K | -0.9% |
| Almanack Investment Partners, LLC. | 37,004 | -7,896 | $3.0M | -$263.8K | -17.6% |
| SigFig Wealth Management, LLC | 43,938 | -1,862 | $3.6M | +$261.5K | -4.1% |
| Briaud Financial Planning, Inc | 81,225 | -5,813 | $6.6M | +$259.3K | -6.7% |
| ACCREDITED INVESTOR SERVICES, LLC | 30,695 | 0 | $2.5M | +$257.8K | 0.0% |
| Elyxium Wealth, LLC | 44,826 | -1,634 | $3.6M | +$257.6K | -3.5% |
| FINANCIAL MANAGEMENT NETWORK INC | 66,989 | -2,786 | $5.5M | +$257.0K | -4.0% |
| Sage Mountain Advisors LLC | 32,753 | -264 | $2.7M | +$255.9K | -0.8% |
| Allie Family Office LLC | 61,861 | -3,626 | $5.0M | +$254.5K | -5.5% |
| Compass Financial Group, Inc. | 42,972 | -1,485 | $3.5M | +$252.9K | -3.3% |
| Bryn Mawr Trust Advisors, LLC | 49,747 | -2,356 | $4.0M | +$246.4K | -4.5% |
| NorthCrest Asset Manangement, LLC | 264,264 | -27,385 | $22.1M | +$244.9K | -9.4% |
| Weil Company, Inc. | 36,756 | -915 | $3.0M | +$242.2K | -2.4% |
| BANK OZK | 33,091 | -505 | $2.7M | +$241.2K | -1.5% |
| Avior Wealth Management, LLC | 46,675 | -2,075 | $3.8M | +$241.1K | -4.3% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 21,097 | -5,737 | $1.7M | -$240.3K | -21.4% |
| Sound View Wealth Advisors Group, LLC | 28,358 | 0 | $2.3M | +$238.2K | 0.0% |
| Sunesis Advisors, LLC | 28,203 | 0 | $2.3M | +$236.9K | 0.0% |
| ASHTON THOMAS SECURITIES, LLC | 33,668 | -569 | $2.7M | +$236.3K | -1.7% |
| Y.D. More Investments Ltd | 28,000 | 0 | $2.3M | +$235.2K | 0.0% |
| Altiora Financial Group, LLC | 64,394 | -10,632 | $5.2M | -$232.8K | -14.2% |
| MONECO Advisors, LLC | 35,712 | -940 | $2.9M | +$231.6K | -2.6% |
| MassMutual Private Wealth & Trust, FSB | 28,730 | -152 | $2.3M | +$230.3K | -0.5% |
| Marks Group Wealth Management, Inc | 27,096 | 0 | $2.2M | +$227.6K | 0.0% |
| Cadent Capital Advisors, LLC | 49,049 | -2,575 | $4.0M | +$224.6K | -5.0% |
| MYECFO, LLC | 19,265 | -5,257 | $1.6M | -$220.7K | -21.4% |
| REGATTA CAPITAL GROUP, LLC | 27,044 | -117 | $2.2M | +$218.7K | -0.4% |
| Alesco Advisors LLC | 26,931 | -106 | $2.2M | +$218.5K | -0.4% |
| Venturi Wealth Management, LLC | 26,193 | -60 | $2.1M | +$215.7K | -0.2% |
| SATOVSKY ASSET MANAGEMENT LLC | 30,648 | -605 | $2.5M | +$213.4K | -1.9% |
| Boyce & Associates Wealth Consulting, Inc. | 27,407 | -249 | $2.2M | +$212.1K | -0.9% |
| Greenhouse Wealth Management, LLC | 25,196 | 0 | $2.0M | +$211.6K | 0.0% |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 3,722 | -3,336 | $302.1K | -$211.5K | -47.3% |
| Montis Financial, LLC | 24,378 | 0 | $2.0M | +$204.8K | 0.0% |
| Financial Sense Advisors, Inc. | 66,128 | -4,845 | $5.4M | +$202.9K | -6.8% |
| SWMG, LLC | 23,301 | -2,124 | $2.2M | +$200.9K | -8.3% |
| Cushing Capital Partners, LLC | 51,804 | -3,228 | $4.2M | +$200.3K | -5.9% |
| DAVENPORT & Co LLC | 28,050 | -534 | $2.3M | +$196.8K | -1.9% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 43,288 | -2,302 | $3.5M | +$196.1K | -5.0% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 23,132 | 0 | $1.9M | +$194.3K | 0.0% |
| FWL INVESTMENT MANAGEMENT, LLC | 24,966 | -250 | $2.0M | +$191.5K | -1.0% |
| Sageworth Trust Co | 22,496 | 0 | $1.8M | +$189.0K | 0.0% |
| Rochester Wealth Strategies, LLC | 101,536 | -9,127 | $8.2M | +$188.7K | -8.2% |
| Sagace Wealth Management LLC | 35,373 | -1,540 | $2.9M | +$185.1K | -4.2% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 31,554 | -1,109 | $2.6M | +$184.4K | -3.4% |
| Ipsen Advisor Group LLC | 39,784 | -2,441 | $3.2M | +$183.1K | -5.8% |
| Terra Nova Asset Management LLC | 21,766 | 0 | $1.8M | +$182.8K | 0.0% |
| Blossom Wealth Management | 17,715 | -4,552 | $1.4M | -$182.4K | -20.4% |
| Sheridan Capital Management, LLC | 22,633 | -118 | $1.8M | +$181.5K | -0.5% |
| PETRA FINANCIAL ADVISORS INC | 24,849 | -389 | $2.0M | +$180.4K | -1.5% |
| KINGSWOOD WEALTH ADVISORS, LLC | 24,028 | -303 | $2.0M | +$179.8K | -1.2% |
| Intrua Financial, LLC | 24,408 | -379 | $2.0M | +$177.4K | -1.5% |
| CM WEALTH ADVISORS LLC | 21,033 | 0 | $1.7M | +$176.7K | 0.0% |
| Forum Financial Management, LP | 21,763 | -134 | $1.8M | +$173.1K | -0.6% |
| Simmons Bank | 20,676 | -28 | $1.7M | +$171.6K | -0.1% |
| NewSquare Capital LLC | 38,928 | -6,813 | $3.2M | -$168.8K | -14.9% |
| Avory & Company, LLC | 20,000 | 0 | $1.6M | +$168.0K | 0.0% |
| IFG Advisory, LLC | 22,783 | -404 | $1.8M | +$162.0K | -1.7% |
| VICUS CAPITAL | 33,890 | -1,702 | $2.8M | +$160.8K | -4.8% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 51,548 | -3,749 | $4.2M | +$160.2K | -6.8% |
| MONOGRAPH WEALTH ADVISORS, LLC | 20,458 | -169 | $1.7M | +$159.5K | -0.8% |
| WJ Wealth Management, LLC | 2,590 | -2,490 | $210.2K | -$159.4K | -49.0% |
| Douglass Winthrop Advisors, LLC | 18,680 | 0 | $1.5M | +$156.9K | 0.0% |
| 4WEALTH ADVISORS, INC. | 5,943 | -2,842 | $482.4K | -$156.9K | -32.4% |
| HUB Investment Partners, LLC | 7,455 | -3,016 | $605.1K | -$156.9K | -28.8% |
| Edge Financial Advisors LLC | 19,505 | -98 | $1.6M | +$156.7K | -0.5% |
| Jordan Park Trust Co LLC | 18,651 | 0 | $1.5M | +$156.7K | 0.0% |
| Centennial Bank/AR/ | 2,500 | -2,800 | $202.9K | -$153.6K | -52.8% |
| Advyzon Investment Management, LLC | 75,945 | -10,871 | $6.2M | -$153.1K | -12.5% |
| Florida Trust Wealth Management Co | 19,508 | -211 | $1.6M | +$148.5K | -1.1% |
| RFG - Bristol Wealth Advisors, LLC | 31,774 | -1,643 | $2.6M | +$147.3K | -4.9% |
| COWA, LLC | 42,007 | -6,862 | $3.4M | -$146.5K | -14.0% |
| S.A. Mason LLC | 17,412 | 0 | $1.4M | +$146.3K | 0.0% |
| Capital Investment Advisors, LLC | 17,214 | -9 | $1.4M | +$143.9K | -0.1% |
| Wealth Management Associates, Inc. | 17,768 | -100 | $1.4M | +$142.0K | -0.6% |
| UNIQUE WEALTH, LLC | 53,905 | -4,273 | $4.4M | +$141.9K | -7.3% |
| Patten Group, Inc. | 5,175 | -2,540 | $420.1K | -$141.4K | -32.9% |
| Callan Family Office, LLC | 106,384 | -14,215 | $8.6M | -$140.8K | -11.8% |
| Bradley & Co. Private Wealth Management, LLC | 24,021 | -850 | $1.9M | +$139.9K | -3.4% |
| Clearstead Trust, LLC | 28,459 | -1,435 | $2.3M | +$134.6K | -4.8% |
| Aprio Wealth Management, LLC | 2,791 | -233 | $354.4K | +$134.3K | -7.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 18,443 | -289 | $1.5M | +$133.9K | -1.5% |
| Astoria Portfolio Advisors LLC. | 8,638 | -790 | $851.4K | +$132.8K | -8.4% |
| HORAN Wealth, LLC | 15,685 | 0 | $1.3M | +$131.8K | 0.0% |
| Cobblestone Asset Management LLC | 47,356 | -3,682 | $3.8M | +$129.9K | -7.2% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 15,246 | 0 | $1.2M | +$128.1K | 0.0% |
| Mill Capital Management, LLC | 12,994 | -3,256 | $1.1M | -$127.8K | -20.0% |
| BEAM WEALTH ADVISORS, INC. | 17,531 | -268 | $1.4M | +$127.8K | -1.5% |
| Tarbox Family Office, Inc. | 15,077 | 0 | $1.2M | +$126.6K | 0.0% |
| Port Capital LLC | 19,250 | -500 | $1.6M | +$125.5K | -2.5% |
| Glenview Trust co | 14,913 | 0 | $1.2M | +$125.3K | 0.0% |
| Auxano Advisors, LLC | 16,660 | -205 | $1.4M | +$125.0K | -1.2% |
| Compagnie Lombard Odier SCmA | 42,789 | -3,232 | $3.5M | +$124.2K | -7.0% |
| Compass Wealth Management, LLC/GA | 14,738 | 0 | $1.2M | +$123.8K | 0.0% |
| Provenance Wealth Advisors, LLC | 15,064 | -41 | $1.2M | +$123.6K | -0.3% |
| Armbruster Capital Management, Inc. | 9,250 | -2,750 | $750.8K | -$122.4K | -22.9% |
| ETF Store, Inc. | 19,125 | -530 | $1.6M | +$122.1K | -2.7% |
| BRIGHT FINANCIAL ADVISORS, INC. | 17,539 | -358 | $1.4M | +$121.3K | -2.0% |
| Marmo Financial Group, LLC | 14,344 | 0 | $1.2M | +$120.5K | 0.0% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 16,947 | -315 | $1.4M | +$119.4K | -1.8% |
| FIRST NATIONAL BANK SIOUX FALLS | 2,474 | -1,926 | $200.8K | -$119.4K | -43.8% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2,594 | -1,930 | $210.6K | -$118.7K | -42.7% |
| True Vision MN LLC | 36,847 | -2,632 | $3.0M | +$118.0K | -6.7% |
| Wescott Financial Advisory Group, LLC | 14,006 | 0 | $1.1M | +$117.7K | 0.0% |
| GPS Wealth Strategies Group, LLC | 6 | -1,600 | $487 | -$116.4K | -99.6% |
| EVERMAY WEALTH MANAGEMENT LLC | 16,675 | -335 | $1.4M | +$115.7K | -2.0% |
| Latitude Advisors, LLC | 22,388 | -1,004 | $1.8M | +$115.0K | -4.3% |
| DOLIVER ADVISORS, LP | 9,925 | -2,725 | $805.6K | -$114.9K | -21.5% |
| Clarion Wealth Managment Partners, LLC | 17,678 | -465 | $1.4M | +$114.7K | -2.6% |
| Ellis Investment Partners, LLC | 16,352 | -313 | $1.3M | +$114.6K | -1.9% |
| JT Stratford LLC | 15,202 | -182 | $1.2M | +$114.5K | -1.2% |
| Golden State Equity Partners | 22,946 | -1,087 | $1.9M | +$113.6K | -4.5% |
| AMERICAN NATIONAL BANK & TRUST | 13,451 | 0 | $1.1M | +$113.0K | 0.0% |
| Cedar Wealth Management, LLC | 13,365 | 0 | $1.1M | +$112.3K | 0.0% |
| Barnes Wealth Management Group, Inc | 20,086 | -788 | $1.6M | +$111.4K | -3.8% |
| Hobbs Group Advisors, LLC | 14,061 | -117 | $1.1M | +$109.5K | -0.8% |
| ANGELES WEALTH MANAGEMENT, LLC | 13,000 | 0 | $1.1M | +$109.2K | 0.0% |
| Integrated Investment Consultants, LLC | 8,522 | -7,327 | $691.7K | -$109.1K | -46.2% |
| Aberdeen Wealth Management LLC | 14,712 | -200 | $1.2M | +$109.0K | -1.3% |
| Riverpoint Wealth Management Holdings, LLC | 12,873 | 0 | $1.0M | +$108.1K | 0.0% |
| Mission Creek Capital Partners, Inc. | 12,757 | 0 | $1.0M | +$107.2K | 0.0% |
| Asset Management One Co., Ltd. | 30,050 | -5,000 | $2.4M | -$106.3K | -14.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 16,122 | -3,402 | $1.3M | -$105.9K | -17.4% |
| Brooklyn Investment Group | 14,474 | -4,314 | $1.2M | -$105.6K | -23.0% |
| Ameliora Wealth Management Ltd. | 12,500 | 0 | $1.0M | +$105.0K | 0.0% |
| Rathbones Group PLC | 54,428 | -4,842 | $4.4M | +$104.8K | -8.2% |
| FARMERS & MERCHANTS INVESTMENTS INC | 14,336 | -216 | $1.2M | +$104.7K | -1.5% |
| Itau Unibanco Holding S.A. | 4,464 | -1,915 | $362.3K | -$101.9K | -30.0% |
| PRIVATE TRUST CO NA | 20,893 | -3,807 | $1.7M | -$101.5K | -15.4% |
| Fort Point Capital Partners LLC | 14,714 | -4,212 | $1.3M | -$101.4K | -22.3% |
| Columbus Macro, LLC | 26,662 | -1,686 | $2.2M | +$101.2K | -5.9% |
| Mraz, Amerine & Associates, Inc. | 17,744 | -665 | $1.4M | +$100.7K | -3.6% |
| Colony Family Offices, LLC | 11,820 | 0 | $959.4K | +$99.3K | 0.0% |
| HANCOCK WHITNEY CORP | 11,787 | 0 | $956.8K | +$99.0K | 0.0% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 6,026 | -2,044 | $489.1K | -$98.1K | -25.3% |
| Ifrah Financial Services, Inc. | 22,909 | -1,316 | $1.9M | +$96.7K | -5.4% |
| Werba Rubin Papier Wealth Management | 11,443 | 0 | $928.8K | +$96.1K | 0.0% |
| JFS WEALTH ADVISORS, LLC | 14,124 | -314 | $1.1M | +$95.8K | -2.2% |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 14,614 | -371 | $1.2M | +$95.8K | -2.5% |
| Pictet North America Advisors SA | 248,159 | -27,341 | $20.1M | +$94.9K | -9.9% |
| SHEETS SMITH WEALTH MANAGEMENT | 17,514 | -730 | $1.4M | +$94.0K | -4.0% |
| Cascade Financial Partners, LLC | 15,492 | -500 | $1.3M | +$93.7K | -3.1% |
| OAK HARBOR WEALTH PARTNERS, LLC | 12,621 | -172 | $1.0M | +$93.5K | -1.3% |
| MBL Wealth, LLC | 11,300 | -21 | $917.2K | +$93.4K | -0.2% |
| Spectrum Planning & Advisory Services Inc. | 31,439 | -2,346 | $2.6M | +$93.4K | -6.9% |
| B.O.S.S. Retirement Advisors, LLC | 3,074 | -1,628 | $249.5K | -$92.6K | -34.6% |
| Future Financial Wealth Managment LLC | 5,500 | 0 | $492.5K | +$92.3K | 0.0% |
| Manchester Capital Management LLC | 5,325 | -1,850 | $432.2K | -$89.9K | -25.8% |
| Texas Yale Capital Corp. | 10,600 | 0 | $860.4K | +$89.0K | 0.0% |
| Hoxton Planning & Management, LLC | 22,054 | -1,368 | $1.8M | +$85.7K | -5.8% |
| Versant Capital Management, Inc | 69,735 | -9,211 | $5.7M | -$84.5K | -11.7% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 10,000 | 0 | $811.7K | +$84.0K | 0.0% |
| SENTINEL PENSION ADVISORS, LLC | 10,259 | -40 | $832.7K | +$83.3K | -0.4% |
| Vident Advisory, LLC | 23,114 | -1,540 | $1.9M | +$82.1K | -6.2% |
| First Heartland Consultants, Inc. | 17,554 | -903 | $1.4M | +$81.7K | -4.9% |
| Frank, Rimerman Advisors LLC | 9,729 | 0 | $789.7K | +$81.7K | 0.0% |
| Phoenix Wealth Advisors | 10,680 | -112 | $866.9K | +$81.6K | -1.0% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 9,700 | 0 | $787.3K | +$81.5K | 0.0% |
| EPG Wealth Management LLC | 9,670 | 0 | $784.9K | +$81.2K | 0.0% |
| Fairvoy Private Wealth, LLC | 11,500 | -213 | $933.5K | +$81.1K | -1.8% |
| Birch Hill Investment Advisors LLC | 9,652 | 0 | $783.5K | +$81.1K | 0.0% |
| Quest 10 Wealth Builders, Inc. | 1,569 | -1,510 | $127.4K | -$81.0K | -49.0% |
| Lantz Financial LLC | 16,526 | -796 | $1.3M | +$80.9K | -4.6% |
| NOVEM GROUP | 17,210 | -884 | $1.4M | +$80.2K | -4.9% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17,369 | -1,068 | $1.4M | +$80.1K | -5.8% |
| Cranbrook Wealth Management, LLC | 103,421 | -10,844 | $8.4M | +$79.6K | -9.5% |
| STALEY CAPITAL ADVISERS INC | 9,476 | -2 | $769.2K | +$79.5K | -0.0% |
| Blue Chip Partners, LLC | 10,370 | -113 | $841.7K | +$78.9K | -1.1% |
| May Barnhard Investments LLC | 9,372 | 0 | $760.7K | +$78.7K | 0.0% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 12,032 | -320 | $976.6K | +$77.8K | -2.6% |
| Forvis Mazars Wealth Advisors, LLC | 12,662 | -401 | $1.0M | +$77.2K | -3.1% |
| Tempus Wealth Planning, LLC | 4,347 | -1,560 | $352.8K | -$77.0K | -26.4% |
| KCM INVESTMENT ADVISORS LLC | 14,628 | -2,737 | $1.2M | -$76.3K | -15.8% |
| E&G Advisors, LP | 3,955 | -1,500 | $321.0K | -$75.9K | -27.5% |
| Legend Financial Advisors, Inc. | 194,556 | -23,486 | $15.8M | -$74.8K | -10.8% |
| W.G. Shaheen & Associates DBA Whitney & Co | 11,449 | -295 | $929.3K | +$74.7K | -2.5% |
| Three Cord True Wealth Management, LLC | 8,843 | 0 | $717.8K | +$74.3K | 0.0% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 8,071 | -1,918 | $655.1K | -$71.8K | -19.2% |
| Capital Planning Advisors, LLC | 8,464 | 0 | $687.0K | +$71.1K | 0.0% |
| Colonial Trust Co / SC | 10,972 | -295 | $890.6K | +$70.7K | -2.6% |
| BCM ADVISORS, LLC | 3,660 | 0 | $343.3K | +$70.3K | 0.0% |
| Black Diamond Financial, LLC | 9,502 | -142 | $771.3K | +$69.5K | -1.5% |
| First National Trust Co | 14,787 | -754 | $1.2M | +$69.3K | -4.8% |
| REGIMEN WEALTH, LLC | 8,958 | -87 | $727.1K | +$69.2K | -1.0% |
| SANDERS MORRIS HARRIS LLC | 5,498 | 0 | $469.2K | +$69.1K | 0.0% |
| Krilogy Financial LLC | 3,675 | -66 | $349.8K | +$69.0K | -1.8% |
| Independent Wealth Network Inc. | 17,207 | -1,041 | $1.4M | +$68.8K | -5.7% |
| Braun-Bostich & Associates Inc. | 29,706 | -2,491 | $2.4M | +$68.3K | -7.7% |
| Bridgewater Advisors Inc. | 4,435 | -38 | $403.0K | +$67.7K | -0.8% |
| ONE Advisory Partners, LLC | 102,160 | -4,062 | $8.3M | +$67.6K | -3.8% |
| FARMERS TRUST CO | 8,278 | -38 | $671.9K | +$66.8K | -0.5% |
| SFE Investment Counsel | 9,532 | -185 | $773.7K | +$66.6K | -1.9% |
| Stegent Equity Advisors, Inc. | 7,832 | 0 | $635.7K | +$65.8K | 0.0% |
| WHALEROCK POINT PARTNERS, LLC | 7,811 | 0 | $634.0K | +$65.6K | 0.0% |
| Tacita Capital Inc | 7,777 | 0 | $631.2K | +$65.3K | 0.0% |
| MERITAGE PORTFOLIO MANAGEMENT | 7,760 | 0 | $629.9K | +$65.2K | 0.0% |
| SAXON INTERESTS, INC. | 4,056 | 0 | $329.2K | +$65.2K | 0.0% |
| Clearbridge Investments, LLC | 7,701 | 0 | $625.1K | +$64.7K | 0.0% |
| COURIER CAPITAL LLC | 47,643 | -4,627 | $3.9M | +$63.5K | -8.8% |
| WASHINGTON TRUST Co | 7,510 | 0 | $609.6K | +$63.1K | 0.0% |
| ARRIEN INVESTMENTS, INC. | 7,500 | 0 | $608.8K | +$63.0K | 0.0% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 8,566 | -124 | $695.3K | +$62.9K | -1.4% |
| Cynosure Group, LLC | 7,814 | -58 | $634.3K | +$61.4K | -0.7% |
| Ballentine Partners, LLC | 142,884 | -15,658 | $11.6M | +$60.8K | -9.9% |
| Holistic Financial Partners | 30,322 | -2,665 | $2.5M | +$60.8K | -8.1% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 7,192 | 0 | $583.8K | +$60.4K | 0.0% |
| Solidarity Wealth, LLC | 7,087 | 0 | $575.3K | +$59.5K | 0.0% |
| TME FINANCIAL, INC. | 47,990 | -4,731 | $3.9M | +$58.8K | -9.0% |
| Indiana Trust & Investment Management Co | 6,885 | 0 | $558.9K | +$57.8K | 0.0% |
| Cambridge Advisors Inc. | 6,883 | -10 | $558.7K | +$57.1K | -0.1% |
| First City Capital Management, Inc. | 7,193 | -50 | $583.9K | +$56.8K | -0.7% |
| Sandy Cove Advisors, LLC | 6,757 | 0 | $548.5K | +$56.8K | 0.0% |
| Integrated Advisors Network LLC | 49,828 | -4,973 | $4.0M | +$56.7K | -9.1% |
| Signature Wealth Management Group | 6,743 | 0 | $547.3K | +$56.6K | 0.0% |
| WealthNavi Inc. | 7,089,248 | -41,295 | $575.4K | +$56.5K | -0.6% |
| Sand Hill Global Advisors, LLC | 6,669 | 0 | $541.3K | +$56.0K | 0.0% |
| Wynn Capital, LLC | 6,646 | 0 | $539.5K | +$55.8K | 0.0% |
| West Branch Capital LLC | 6,630 | 0 | $538.2K | +$55.7K | 0.0% |
| Global Trust Asset Management, LLC | 2,750 | -1,077 | $223.2K | -$55.3K | -28.1% |
| COOPER/HAIMS ADVISORS, LLC | 6,548 | 0 | $531.5K | +$55.0K | 0.0% |
| Baker Ellis Asset Management LLC | 6,500 | 0 | $527.6K | +$54.6K | 0.0% |
| BOURGEON CAPITAL MANAGEMENT LLC | 6,346 | 0 | $515.1K | +$53.3K | 0.0% |
| Genesis Wealth Advisors, LLC | 6,326 | 0 | $513.5K | +$53.1K | 0.0% |
| HOWARD FINANCIAL SERVICES, LTD. | 6,352 | -6 | $515.6K | +$52.9K | -0.1% |
| GREENLEAF TRUST | 8,636 | -270 | $701.0K | +$52.9K | -3.0% |
| Reliant Wealth Planning | 6,198 | 0 | $503.1K | +$52.1K | 0.0% |
| SageView Advisory Group, LLC | 7,515 | -155 | $610.0K | +$51.8K | -2.0% |
| Sound Stewardship, LLC | 6,150 | 0 | $499.2K | +$51.7K | 0.0% |
| Avantra Family Wealth, Inc. | 6,301 | -18 | $511.5K | +$51.6K | -0.3% |
| Sharper & Granite LLC | 14,650 | -990 | $1.2M | +$51.0K | -6.3% |
| Clay Northam Wealth Management, LLC | 6,063 | -2 | $492.1K | +$50.8K | -0.0% |
| Certified Advisory Corp | 5,927 | 0 | $481.1K | +$49.8K | 0.0% |
| LM Advisors LLC | 4,339 | -50,113 | $53.5K | +$49.5K | -92.0% |
| Quintet Private Bank (Europe) S.A. | 5,885 | 0 | $477.7K | +$49.4K | 0.0% |
| Foundation Wealth Management, LLC | 5,876 | -1 | $477.0K | +$49.4K | -0.0% |
| DDD Partners, LLC | 5,765 | 0 | $467.9K | +$48.4K | 0.0% |
| QUATTRO FINANCIAL ADVISORS LLC | 5,707 | 0 | $463.2K | +$47.9K | 0.0% |
| Pillar Financial Advisors, LLC | 5,670 | 0 | $460.2K | +$47.6K | 0.0% |
| CONTINUUM WEALTH ADVISORS, LLC | 5,801 | -17 | $470.9K | +$47.5K | -0.3% |
| WOODMONT INVESTMENT COUNSEL LLC | 5,187 | -1,250 | $421.0K | -$47.4K | -19.4% |
| Crumly & Associates Inc. | 5,640 | 0 | $457.8K | +$47.4K | 0.0% |
| Fulton Bank, N.A. | 5,595 | 0 | $454.1K | +$47.0K | 0.0% |
| Journey Advisory Group, LLC | 7,276 | -200 | $590.6K | +$46.6K | -2.7% |
| Visionary Wealth Advisors | 7,662 | -252 | $621.9K | +$46.0K | -3.2% |
| GC Wealth Management RIA, LLC | 10,176 | -550 | $826.0K | +$45.5K | -5.1% |
| PRENTISS SMITH & CO INC | 5,391 | 0 | $437.6K | +$45.3K | 0.0% |
| SILVER OAK SECURITIES, INCORPORATED | 24,202 | -3,593 | $2.0M | -$45.1K | -12.9% |
| Asset Dedication, LLC | 5,363 | 0 | $435.3K | +$45.0K | 0.0% |
| Parallax Volatility Advisers, L.P. | 5,350 | 0 | $434.3K | +$44.9K | 0.0% |
| Soltis Investment Advisors LLC | 7,231 | -222 | $586.9K | +$44.6K | -3.0% |
| Dynamic Financial Group | 7,602 | -265 | $617.1K | +$44.6K | -3.4% |
| One Charles Private Wealth Services, LLC | 5,269 | 0 | $427.7K | +$44.3K | 0.0% |
| DAHRING | CUSMANO LLC | 49,638 | -6,337 | $4.0M | -$44.2K | -11.3% |
| POTOMAC FUND MANAGEMENT INC /ADV | 5,352 | -1,224 | $434.4K | -$44.1K | -18.6% |
| Rosenberg Matthew Hamilton | 5,250 | 0 | $426.1K | +$44.1K | 0.0% |
| FIDUCIARY FAMILY OFFICE, LLC | 5,249 | 0 | $426.1K | +$44.1K | 0.0% |
| Signal Advisors Wealth, LLC | 7,202 | -1,437 | $584.6K | -$44.1K | -16.6% |
| Lantern Wealth Advisors, LLC | 7,046 | -213 | $571.9K | +$43.7K | -2.9% |
| Centric Wealth Management | 3,577 | 0 | $313.2K | +$43.6K | 0.0% |
| Sincerus Advisory, LLC | 5,184 | 0 | $420.8K | +$43.5K | 0.0% |
| Main Street Financial Solutions, LLC | 32,020 | -4,292 | $2.6M | -$43.4K | -11.8% |
| Catawba River Capital | 8,748 | -415 | $710.1K | +$43.3K | -4.5% |
| Avantax Planning Partners, Inc. | 5,131 | 0 | $416.5K | +$43.1K | 0.0% |
| Alpha Cubed Investments, LLC | 5,035 | 0 | $408.7K | +$42.3K | 0.0% |
| Williams & Novak, LLC | 5,924 | -1,260 | $480.9K | -$41.9K | -17.5% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 8,772 | -441 | $712.0K | +$41.6K | -4.8% |
| Berkeley Capital Partners, LLC | 8,475 | -408 | $687.9K | +$41.5K | -4.6% |
| DAGCO, INC. | 4,925 | 0 | $399.8K | +$41.4K | 0.0% |
| Alhambra Investment Management LLC | 41,943 | -5,408 | $3.4M | -$41.2K | -11.4% |
| PATTEN & PATTEN INC/TN | 9,225 | -500 | $748.8K | +$41.1K | -5.1% |
| HM PAYSON & CO | 761 | -761 | $61.8K | -$41.1K | -50.0% |
| Park Place Capital Corp | 63 | -565 | $5.1K | -$40.6K | -90.0% |
| Ethos Financial Group, LLC | 4,819 | 0 | $391.2K | +$40.5K | 0.0% |
| WEST PACES ADVISORS INC. | 4,815 | 0 | $390.8K | +$40.4K | 0.0% |
| Pacific Capital Wealth Advisors, Inc. | 85,672 | -9,339 | $7.0M | +$40.0K | -9.8% |
| Warren Street Wealth Advisors, LLC | 4,727 | 0 | $383.7K | +$39.7K | 0.0% |
| KMG FIDUCIARY PARTNERS, LLC | 5,309 | -68 | $430.9K | +$39.6K | -1.3% |
| Klingman & Associates, LLC | 6,313 | -190 | $512.4K | +$39.2K | -2.9% |
| Hillcrest Wealth Advisors - NY, LLC | 4,650 | 0 | $377.4K | +$39.1K | 0.0% |
| Gould Capital, LLC | 4,569 | 0 | $370.9K | +$38.4K | 0.0% |
| Andina Capital Management, LLC | 4,972 | -47 | $403.6K | +$38.3K | -0.9% |
| Semus Wealth Partners LLC | 5,456 | -104 | $442.9K | +$38.3K | -1.9% |
| CHAPIN DAVIS, INC. | 4,525 | 0 | $367.3K | +$38.0K | 0.0% |
| Coppell Advisory Solutions LLC | 19,068 | -2,002 | $1.6M | +$37.6K | -9.5% |
| Joel Isaacson & Co., LLC | 4,515 | -9 | $366.5K | +$37.3K | -0.2% |
| NDVR, Inc. | 4,408 | 0 | $357.8K | +$37.0K | 0.0% |
| WESPAC Advisors SoCal, LLC | 5,997 | -186 | $486.8K | +$36.8K | -3.0% |
| Alteri Wealth LLC | 4,375 | 0 | $355.1K | +$36.8K | 0.0% |
| Midwest Financial Group LLC | 5,689 | -152 | $461.8K | +$36.7K | -2.6% |
| Essex Financial Services, Inc. | 15,171 | -1,249 | $1.2M | +$36.5K | -7.6% |
| Clarity Financial LLC | 9,428 | -591 | $765.3K | +$36.2K | -5.9% |
| Valmark Advisers, Inc. | 9,853 | -642 | $799.8K | +$36.0K | -6.1% |
| WBH ADVISORY INC | 7,546 | -378 | $612.5K | +$35.9K | -4.8% |
| 3EDGE Asset Management, LP | 4,542 | -38 | $368.7K | +$35.4K | -0.8% |
| Rinkey Investments | 4,835 | -1,040 | $392.5K | -$35.1K | -17.7% |
| Tactive Advisors, LLC | 5,767 | -187 | $468.1K | +$34.8K | -3.1% |
| New Hampshire Trust | 4,115 | 0 | $334.0K | +$34.6K | 0.0% |
| GENESIS PRIVATE WEALTH, LLC | 4,852 | -86 | $393.8K | +$34.5K | -1.7% |
| LRI Investments, LLC | 6,290 | -258 | $510.6K | +$34.1K | -3.9% |
| ALTERNA WEALTH MANAGEMENT, INC | 20,840 | -2,872 | $1.7M | -$34.0K | -12.1% |
| Naviter Wealth, LLC | 28,394 | -2,816 | $2.3M | +$33.6K | -9.0% |
| KG&L Capital Management,LLC | 3,972 | 0 | $322.4K | +$33.4K | 0.0% |
| WEST BANCORPORATION INC | 3,961 | 0 | $321.5K | +$33.3K | 0.0% |
| Christensen, King & Associates Investment Services, Inc. | 5,337 | -160 | $433.2K | +$33.2K | -2.9% |
| Fiduciary Group, LLC | 3,935 | 0 | $319.4K | +$33.1K | 0.0% |
| Fiduciary Alliance LLC | 4,574 | -75 | $371.3K | +$33.0K | -1.6% |
| BTC Capital Management, Inc. | 3,900 | 0 | $316.6K | +$32.8K | 0.0% |
| LBMC INVESTMENT ADVISORS, LLC | 3,878 | 0 | $314.8K | +$32.6K | 0.0% |
| Harrington Investments, INC | 3,843 | 0 | $311.9K | +$32.3K | 0.0% |
| M. Kulyk & Associates, LLC | 3,836 | 0 | $311.4K | +$32.2K | 0.0% |
| BURKE & HERBERT BANK & TRUST CO | 3,834 | 0 | $311.2K | +$32.2K | 0.0% |
| Accordant Advisory Group Inc | 500 | -500 | $40.6K | -$32.2K | -50.0% |
| Main Street Group, LTD | 3,824 | 0 | $310.4K | +$32.1K | 0.0% |
| LAKE STREET PRIVATE WEALTH, LLC | 7,067 | -375 | $573.6K | +$32.1K | -5.0% |
| Revolve Wealth Partners, LLC | 3,810 | 0 | $309.3K | +$32.0K | 0.0% |
| Graney & King, LLC | 3,783 | 0 | $307.1K | +$31.8K | 0.0% |
| Genus Capital Management Inc. | 3,780 | 0 | $306.8K | +$31.8K | 0.0% |
| Avalon Trust Co | 3,750 | 0 | $304.4K | +$31.5K | 0.0% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 4,065 | -39 | $330.0K | +$31.3K | -0.9% |
| TRED AVON FAMILY WEALTH, LLC | 4,240 | -60 | $344.2K | +$31.3K | -1.4% |
| Diversified Enterprises, LLC | 3,709 | 0 | $301.1K | +$31.2K | 0.0% |
| D.B. Root & Company, LLC | 3,707 | 0 | $300.9K | +$31.1K | 0.0% |
| Obermeyer Wealth Partners | 13,045 | -1,933 | $1.1M | -$31.1K | -12.9% |
| Retirement Wealth Solutions LLC | 12,745 | -1,049 | $1.0M | +$30.7K | -7.6% |
| HCR Wealth Advisors | 3,594 | 0 | $291.7K | +$30.6K | 0.0% |
| Allen Capital Group, LLC | 3,829 | -22 | $310.8K | +$30.6K | -0.6% |
| Argyle Capital Partners, LLC | 3,627 | 0 | $294.4K | +$30.5K | 0.0% |
| Hardman Johnston Global Advisors LLC | 3,600 | 0 | $292.2K | +$30.2K | 0.0% |
| Endowment Wealth Management, Inc. | 8,344 | -550 | $677.3K | +$30.1K | -6.2% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3,579 | 0 | $290.5K | +$30.1K | 0.0% |
| CALDWELL SUTTER CAPITAL, INC. | 3,565 | 0 | $289.4K | +$29.9K | 0.0% |
| Axecap Investments, LLC | 12,468 | -1,848 | $1.0M | -$29.7K | -12.9% |
| MAIRS & POWER INC | 3,525 | 0 | $286.1K | +$29.6K | 0.0% |
| LYELL WEALTH MANAGEMENT, LP | 3,517 | 0 | $285.5K | +$29.5K | 0.0% |
| Telos Capital Management, Inc. | 3,700 | -22 | $300.3K | +$29.5K | -0.6% |
| Integrity Wealth Solutions LLC | 3,506 | 0 | $284.6K | +$29.4K | 0.0% |
| Mid-American Wealth Advisory Group, Inc. | 4,215 | -83 | $342.1K | +$29.4K | -1.9% |
| PINKERTON WEALTH, LLC | 4,801 | -151 | $389.7K | +$29.3K | -3.0% |
| Strategies Wealth Advisors, LLC | 3,486 | 0 | $283.0K | +$29.3K | 0.0% |
| Atlanta Consulting Group Advisors, LLC | 3,484 | 0 | $282.8K | +$29.3K | 0.0% |
| Alpine Bank Wealth Management | 3,461 | 0 | $280.9K | +$29.1K | 0.0% |
| Zuckerman Investment Group, LLC | 3,457 | 0 | $280.6K | +$29.0K | 0.0% |
| Reyes Financial Architecture, Inc. | 3,448 | 0 | $279.9K | +$29.0K | 0.0% |
| Dorsey & Whitney Trust CO LLC | 3,370 | 0 | $273.5K | +$28.3K | 0.0% |
| JEPPSON WEALTH MANAGEMENT, LLC | 3,370 | 0 | $273.5K | +$28.3K | 0.0% |
| SFM, LLC | 4,309 | -110 | $349.8K | +$28.2K | -2.5% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 3,334 | 0 | $270.6K | +$28.0K | 0.0% |
| High Net Worth Advisory Group LLC | 3,329 | 0 | $270.2K | +$28.0K | 0.0% |
| MJP ASSOCIATES INC /ADV | 3,307 | 0 | $268.4K | +$27.8K | 0.0% |
| Cornerstone Wealth Management, LLC | 4,053 | -89 | $328.9K | +$27.6K | -2.1% |
| Beaird Harris Wealth Management, LLC | 3,264 | 0 | $264.9K | +$27.4K | 0.0% |
| New Capital Management LP | 3,250 | 0 | $263.8K | +$27.3K | 0.0% |
| Peak Financial Management, Inc. | 3,236 | 0 | $262.7K | +$27.2K | 0.0% |
| Asset Management Group, Inc. | 3,225 | 0 | $261.8K | +$27.1K | 0.0% |
| Hirtle Callaghan & Co LLC | 11,452 | -950 | $929.6K | +$27.1K | -7.7% |
| Ergawealth Advisors, Inc. | 3,212 | 0 | $260.7K | +$27.0K | 0.0% |
| Fortis Capital Management LLC | 4,828 | -187 | $391.9K | +$26.9K | -3.7% |
| Carrera Capital Advisors | 3,174 | 0 | $257.6K | +$26.7K | 0.0% |
| Retirement Income Solutions, Inc | 3,172 | 0 | $257.5K | +$26.6K | 0.0% |
| Evernest Financial Advisors, LLC | 2,639 | -464 | $252.4K | +$26.6K | -14.9% |
| Hilltop Partners LLC | 3,237 | -9 | $262.7K | +$26.5K | -0.3% |
| Whelan Financial | 3,479 | -39 | $282.4K | +$26.4K | -1.1% |
| Altman Advisors, Inc. | 80,627 | -5,856 | $5.4M | +$26.3K | -6.8% |
| First Eagle Investment Management, LLC | 3,121 | 0 | $253.3K | +$26.2K | 0.0% |
| KFG WEALTH MANAGEMENT, LLC | 3,367 | -30 | $273.3K | +$26.1K | -0.9% |
| Advisor OS, LLC | 5,381 | -263 | $436.8K | +$26.1K | -4.7% |
| PATRON PARTNERS, LLC | 3,084 | 0 | $250.3K | +$25.9K | 0.0% |
| Empirical Asset Management, LLC | 5,577 | -291 | $452.7K | +$25.7K | -5.0% |
| Fortitude Family Office, LLC | 5,303 | -964 | $430.4K | -$25.6K | -15.4% |
| Pinnacle Family Advisors, LLC | 3,026 | 0 | $245.6K | +$25.4K | 0.0% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 4,290 | -146 | $348.2K | +$25.4K | -3.3% |
| Ellevest, Inc. | 3,018 | 0 | $245.0K | +$25.4K | 0.0% |
| Tradition Wealth Management, LLC | 10,484 | -1,558 | $851.0K | -$25.3K | -12.9% |
| BURLING WEALTH PARTNERS, LLC | 3,006 | 0 | $244.0K | +$25.3K | 0.0% |
| Prospera Capital Management, LLC | 2,981 | 0 | $242.0K | +$25.0K | 0.0% |
| INSIGHT 2811, INC. | 3,755 | -90 | $304.8K | +$25.0K | -2.3% |
| LAFFER TENGLER INVESTMENTS, INC. | 2,951 | 0 | $239.5K | +$24.8K | 0.0% |
| Clarkston Capital Partners, LLC | 2,925 | 0 | $237.4K | +$24.6K | 0.0% |
| Stone Summit Wealth LLC | 4,981 | -242 | $404.3K | +$24.2K | -4.6% |
| AWM CAPITAL, LLC | 2,868 | 0 | $232.8K | +$24.1K | 0.0% |
| ASHFORD CAPITAL MANAGEMENT INC | 2,850 | 0 | $231.3K | +$23.9K | 0.0% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 46,769 | -5,070 | $3.8M | +$23.9K | -9.8% |
| Commonwealth Financial Services, LLC | 2,834 | 0 | $230.0K | +$23.8K | 0.0% |
| G&S Capital LLC | 2,830 | 0 | $229.7K | +$23.8K | 0.0% |
| Foundation Wealth Management, LLC\PA | 2,812 | 0 | $228.3K | +$23.6K | 0.0% |
| CAPITAL CITY TRUST CO/FL | 2,806 | 0 | $227.8K | +$23.6K | 0.0% |
| Chicago Capital, LLC | 2,806 | 0 | $227.8K | +$23.6K | 0.0% |
| Sylvest Advisors, LLC | 2,800 | 0 | $227.3K | +$23.5K | 0.0% |
| Madison Wealth Partners, Inc | 3,795 | -116 | $308.0K | +$23.4K | -3.0% |
| CERTIOR FINANCIAL GROUP, LLC | 2,772 | -1 | $225.0K | +$23.2K | -0.0% |
| Charles Schwab Trust Co | 2,754 | 0 | $223.5K | +$23.1K | 0.0% |
| Willis Investment Counsel | 2,750 | 0 | $223.2K | +$23.1K | 0.0% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2,750 | 0 | $223.2K | +$23.1K | 0.0% |
| Element Wealth, LLC | 2,838 | -11 | $230.4K | +$23.0K | -0.4% |
| Ledyard National Bank | 3,171 | -61 | $257.4K | +$22.2K | -1.9% |
| Fragasso Financial Advisors Inc | 2,780 | 0 | $225.7K | +$22.1K | 0.0% |
| Members Trust Co | 2,762 | -20 | $224.2K | +$21.7K | -0.7% |
| IAG Wealth Partners, LLC | 1,330 | -450 | $108.0K | -$21.6K | -25.3% |
| Granite FO LLC | 2,565 | 0 | $208.2K | +$21.5K | 0.0% |
| First Pacific Financial | 2,531 | 0 | $205.4K | +$21.3K | 0.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | 5,221 | -311 | $423.8K | +$21.2K | -5.6% |
| Broadway Wealth Solutions, Inc. | 6,186 | -426 | $502.1K | +$21.0K | -6.4% |
| NORDEN GROUP LLC | 4,975 | -291 | $403.8K | +$20.6K | -5.5% |
| KERR FINANCIAL PLANNING Corp | 1,403 | 0 | $127.8K | +$20.2K | 0.0% |
| Advance Capital Management, Inc. | 9,090 | -1,326 | $737.8K | -$20.1K | -12.7% |
| Miller Financial Services LLC | 2,727 | -40 | $221.4K | +$20.0K | -1.4% |
| Advantage Trust Co | 3,427 | -125 | $278.2K | +$19.7K | -3.5% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1,319 | -84,665 | $107 | -$19.6K | -98.5% |
| 5th Street Advisors, LLC | 16,039 | -1,583 | $1.3M | +$19.5K | -9.0% |
| Live Oak Private Wealth LLC | 3,616 | -157 | $293.5K | +$18.9K | -4.2% |
| WealthPlan Investment Management, LLC | 4,650 | -285 | $377.4K | +$18.3K | -5.8% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,915 | 0 | $236.6K | +$17.5K | 0.0% |
| Legacy Bridge, LLC | 2,079 | 0 | $168.8K | +$17.5K | 0.0% |
| Maridea Wealth Management LLC | 12,566 | -5 | $1.0M | -$17.1K | -0.0% |
| Austin Private Wealth, LLC | 8,065 | -696 | $654.6K | +$17.1K | -7.9% |
| Atlantic Edge Private Wealth Management, LLC | 2,000 | 0 | $162.3K | +$16.8K | 0.0% |
| Montecito Bank & Trust | 3,630 | -190 | $294.6K | +$16.7K | -5.0% |
| BOS Asset Management, LLC | 3,562 | -183 | $289.1K | +$16.6K | -4.9% |
| Venture Visionary Partners LLC | 2,756 | -94 | $223.8K | +$16.3K | -3.3% |
| BURKETT FINANCIAL SERVICES, LLC | 1,920 | 0 | $155.8K | +$16.1K | 0.0% |
| BlueChip Wealth Advisors LLC | 4,925 | -352 | $399.8K | +$15.8K | -6.7% |
| Attessa Capital LLC | 2,905 | -125 | $235.8K | +$15.3K | -4.1% |
| SWP FINANCIAL LLC | 28,181 | -3,463 | $2.3M | -$15.3K | -10.9% |
| Aspire Private Capital, LLC | 8,189 | -736 | $664.7K | +$15.2K | -8.2% |
| OAKWORTH CAPITAL, INC. | 1,782 | 0 | $144.6K | +$15.0K | 0.0% |
| Golden State Wealth Management, LLC | 6,828 | -587 | $554.2K | +$14.6K | -7.9% |
| Octavia Wealth Advisors, LLC | 4,026 | -270 | $326.8K | +$14.2K | -6.3% |
| Key Financial Inc | 451 | -243 | $36.6K | -$14.0K | -35.0% |
| TD PRIVATE CLIENT WEALTH LLC | 26,059 | -3,195 | $2.1M | -$13.6K | -10.9% |
| Twin Lakes Capital Management, LLC | 6,289 | -540 | $510.5K | +$13.5K | -7.9% |
| Inlight Wealth Management, LLC | 1,606 | 0 | $130.4K | +$13.5K | 0.0% |
| DOPKINS WEALTH MANAGEMENT, LLC | 4,186 | -300 | $339.8K | +$13.3K | -6.7% |
| CVA Family Office, LLC | 1,565 | 0 | $127.0K | +$13.1K | 0.0% |
| OAK FAMILY ADVISORS, LLC | 32,624 | -3,942 | $2.6M | -$12.8K | -10.8% |
| CNB Bank | 1,525 | 0 | $123.8K | +$12.8K | 0.0% |
| Trilogy Capital Inc. | 2,952 | -167 | $239.6K | +$12.6K | -5.3% |
| Breakwater Investment Management | 1,480 | 0 | $120.1K | +$12.4K | 0.0% |
| BAM Wealth Management, LLC | 4,209 | -316 | $341.6K | +$12.4K | -7.0% |
| First Interstate Bank | 2,865 | -162 | $232.6K | +$12.3K | -5.3% |
| Beckerman Institutional, LLC | 8,969 | -867 | $728.1K | +$12.3K | -8.8% |
| Glass Jacobson Investment Advisors llc | 2,304 | -98 | $187.0K | +$12.2K | -4.1% |
| Cottage Street Advisors LLC | 3,031 | -515 | $246.0K | -$12.0K | -14.5% |
| JOURNEY STRATEGIC WEALTH LLC | 2,821 | -164 | $229.0K | +$11.8K | -5.5% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1,362 | 0 | $110.6K | +$11.4K | 0.0% |
| Janney Montgomery Scott LLC | 1,368,398 | -2,405 | $111.1K | +$11.3K | -0.2% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,466 | -16 | $119.0K | +$11.2K | -1.1% |
| Crews Bank & Trust | 1,350 | -3 | $109.6K | +$11.1K | -0.2% |
| NBT BANK N A /NY | 1,318 | 0 | $107.0K | +$11.1K | 0.0% |
| Jackson Wealth Management, LLC | 2,723 | -468 | $221.0K | -$11.0K | -14.7% |
| Winch Advisory Services, LLC | 8,375 | -820 | $679.8K | +$10.7K | -8.9% |
| COHEN & STEERS, INC. | 172,493 | -164,810 | $14.0K | -$10.5K | -48.9% |
| Mascoma Wealth Management LLC | 1,250 | 0 | $101.5K | +$10.5K | 0.0% |
| PARK AVENUE SECURITIES LLC | 1,552,909 | -38,073 | $126.0K | +$10.3K | -2.4% |
| Comprehensive Money Management Services LLC | 21,192 | -2,581 | $1.7M | -$9.8K | -10.8% |
| Independence Bank of Kentucky | 1,104 | -262 | $89.6K | -$9.8K | -19.2% |
| McIlrath & Eck, LLC | 1,150 | 0 | $93.3K | +$9.7K | 0.0% |
| Alexis Investment Partners, LLC | 1,150 | 0 | $93.3K | +$9.7K | 0.0% |
| ARMSTRONG ADVISORY GROUP, INC | 1,105 | 0 | $89.7K | +$9.3K | 0.0% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,099 | 0 | $89.2K | +$9.2K | 0.0% |
| MARIPAU WEALTH MANAGEMENT LLC | 4,996 | -456 | $405.5K | +$8.8K | -8.4% |
| FIRST COMMUNITY TRUST NA | 1,030 | 0 | $83.6K | +$8.7K | 0.0% |
| MONTAG A & ASSOCIATES INC | 1,000 | 0 | $81.2K | +$8.4K | 0.0% |
| Financial Management Professionals, Inc. | 1,000 | 0 | $81.2K | +$8.4K | 0.0% |
| Team Financial Group, LLC | 343 | -152 | $27.8K | -$8.2K | -30.7% |
| Washington Trust Advisors, Inc. | 961 | 0 | $78.0K | +$8.1K | 0.0% |
| Packer & Co Ltd | 1,830,100 | -320,000 | $148.5K | -$7.9K | -14.9% |
| Newbridge Financial Services Group, Inc. | 940 | 0 | $76.3K | +$7.9K | 0.0% |
| BELLEVUE ASSET MANAGEMENT, LLC | 931 | 0 | $75.6K | +$7.8K | 0.0% |
| Great Diamond Partners, LLC | 7,047 | -920 | $572.0K | -$7.8K | -11.5% |
| Measured Wealth Private Client Group, LLC | 282 | -139 | $22.9K | -$7.7K | -33.0% |
| TFB Advisors LLC | 3,900 | -256 | $316.6K | -$7.7K | -6.2% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 2,743 | -422 | $222.6K | -$7.7K | -13.3% |
| SOUTH PLAINS FINANCIAL, INC. | 1,373 | -262 | $111.4K | -$7.5K | -16.0% |
| Financial Freedom, LLC | 875 | 0 | $71.0K | +$7.3K | 0.0% |
| Caldwell Trust Co | 2,179 | -350 | $176.9K | -$7.2K | -13.8% |
| Code Waechter LLC | 4,339 | -85 | $352.2K | +$7.0K | -1.9% |
| Wealth Preservation Advisors, LLC | 828 | 0 | $67.2K | +$7.0K | 0.0% |
| Private Wealth Management Group, LLC | 825 | 0 | $67.0K | +$6.9K | 0.0% |
| Smith & Howard Wealth Management, LLC | 4,342 | -406 | $352.4K | +$6.9K | -8.6% |
| Valued Wealth Advisors LLC | 835 | -5 | $67.8K | +$6.7K | -0.6% |
| Pingora Partners LLC | 784 | 0 | $63.6K | +$6.6K | 0.0% |
| Princeton Global Asset Management LLC | 766 | 0 | $62.2K | +$6.4K | 0.0% |
| Stephens Consulting, LLC | 760 | 0 | $61.7K | +$6.4K | 0.0% |
| VestGen Investment Management | 4,124 | -389 | $334.7K | +$6.3K | -8.6% |
| Pacifica Partners Inc. | 729 | 0 | $59.5K | +$6.3K | 0.0% |
| Hutchens & Kramer Investment Management Group, LLC | 4,494 | -434 | $364.8K | +$6.2K | -8.8% |
| Orcam Financial Group | 6,437 | -827 | $522.5K | -$6.1K | -11.4% |
| DUNCKER STREETT & CO INC | 725 | 0 | $58.8K | +$6.1K | 0.0% |
| FIRST FINANCIAL CORP /IN/ | 715 | 0 | $58.0K | +$6.0K | 0.0% |
| Founders Capital Management | 710 | 0 | $57.6K | +$6.0K | 0.0% |
| 1620 INVESTMENT ADVISORS, INC. | 708 | 0 | $57.5K | +$5.9K | 0.0% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 701 | 0 | $56.9K | +$5.9K | 0.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 695 | 0 | $56.4K | +$5.8K | 0.0% |
| Bruce G. Allen Investments, LLC | 1,930 | -146 | $156.7K | +$5.6K | -7.0% |
| Rialto Wealth Management, LLC | 966 | -35 | $78.4K | +$5.6K | -3.5% |
| Dogwood Wealth Management LLC | 599 | 0 | $48.6K | +$5.0K | 0.0% |
| DBK Financial Counsel, LLC | 5,517 | -569 | $447.8K | +$4.9K | -9.3% |
| Aries Wealth Management | 6,635 | -832 | $538.6K | -$4.8K | -11.1% |
| Marshall & Sterling Wealth Advisors Inc. | 560 | 0 | $45.5K | +$4.7K | 0.0% |
| Salomon & Ludwin, LLC | 438 | 0 | $36.7K | +$4.6K | 0.0% |
| Quadrant Private Wealth Management, LLC | 6,253 | -659 | $507.6K | +$4.6K | -9.5% |
| Horizons Wealth Management | 1,919 | -160 | $155.8K | +$4.5K | -7.7% |
| GODSEY & GIBB, INC | 530 | 0 | $43.0K | +$4.5K | 0.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,127 | -69 | $91.5K | +$4.4K | -5.8% |
| Principle Wealth Partners LLC | 18,567 | -2,202 | $1.5M | -$4.3K | -10.6% |
| Wilmington Savings Fund Society, FSB | 500 | 0 | $40.6K | +$4.2K | 0.0% |
| Triumph Capital Management | 480 | 0 | $39.0K | +$4.0K | 0.0% |
| BankPlus Trust Department | 456 | 0 | $37.0K | +$3.8K | 0.0% |
| Smallwood Wealth Investment Management, LLC | 454 | 0 | $36.9K | +$3.8K | 0.0% |
| Dynamic Wealth Strategies, LLC | 446 | 0 | $36.2K | +$3.7K | 0.0% |
| Dunhill Financial, LLC | 467 | -5 | $37.9K | +$3.5K | -1.1% |
| United Financial Planning Group LLC | 152 | -64 | $12.3K | -$3.4K | -29.6% |
| MTM Investment Management, LLC | 400 | 0 | $32.5K | +$3.4K | 0.0% |
| Mountain Hill Investment Partners Corp. | 400 | 0 | $32.5K | +$3.4K | 0.0% |
| SRH ADVISORS, LLC | 400 | 0 | $32.5K | +$3.4K | 0.0% |
| TRUST CO OF TOLEDO NA /OH/ | 384 | 0 | $31.2K | +$3.2K | 0.0% |
| TCFG WEALTH MANAGEMENT, LLC | 9,101 | -1,007 | $738.7K | +$3.2K | -10.0% |
| OLD SECOND NATIONAL BANK OF AURORA | 375 | 0 | $30.4K | +$3.1K | 0.0% |
| Murphy & Mullick Capital Management Corp | 368 | 0 | $29.9K | +$3.1K | 0.0% |
| Compass Financial Services Inc | 359 | 0 | $29.1K | +$3.0K | 0.0% |
| Front Row Advisors LLC | 350 | 0 | $28.4K | +$2.9K | 0.0% |
| Jacobi Capital Management LLC | 19,331 | -2,272 | $1.6M | -$2.9K | -10.5% |
| Trust Co | 326 | 0 | $26.5K | +$2.7K | 0.0% |
| CHELSEA COUNSEL CO | 309 | 0 | $25.1K | +$2.6K | 0.0% |
| Sowa Financial Group, Inc. | 396,517 | -10,093 | $32.2K | +$2.6K | -2.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 27 | -36 | $2.2K | -$2.4K | -57.1% |
| SENTINEL TRUST CO LBA | 79,875 | -41,612 | $6.5K | -$2.4K | -34.3% |
| NKCFO LLC | 279,400 | 0 | $22.7K | +$2.3K | 0.0% |
| Woodside Wealth Management LLC | 276 | 0 | $22.4K | +$2.3K | 0.0% |
| KELLEHER FINANCIAL ADVISORS | 275 | 0 | $22.3K | +$2.3K | 0.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 20,557 | -2,341 | $1.7M | +$2.3K | -10.2% |
| GoalVest Advisory LLC | 250 | 0 | $20.3K | +$2.1K | 0.0% |
| Orion Capital Management LLC | 1,051 | -150 | $85.3K | -$2.1K | -12.5% |
| Bangor Savings Bank | 247 | 0 | $20.0K | +$2.1K | 0.0% |
| Millstone Evans Group, LLC | 243 | 0 | $19.7K | +$2.0K | 0.0% |
| RITHOLTZ WEALTH MANAGEMENT | 3,522 | -382 | $285.9K | +$1.8K | -9.8% |
| ATWOOD & PALMER INC | 200 | 0 | $16.2K | +$1.7K | 0.0% |
| 1900 WEALTH MANAGEMENT LLC | 2,803 | -302 | $227.5K | +$1.6K | -9.7% |
| Concord Wealth Partners | 186 | 0 | $15.1K | +$1.6K | 0.0% |
| VSM Wealth Advisory, LLC | 178 | 0 | $14.4K | +$1.5K | 0.0% |
| FIRST UNITED BANK & TRUST | 1,902 | -240 | $154.4K | -$1.5K | -11.2% |
| HOEY INVESTMENTS, INC | 175 | 0 | $14.2K | +$1.5K | 0.0% |
| Caitlin John, LLC | 1,009 | -136 | $81.9K | -$1.4K | -11.9% |
| Capital Analysts, LLC | 171,929 | -1,462 | $14.0K | +$1.3K | -0.8% |
| DELTA ASSET MANAGEMENT LLC/TN | 190 | -5 | $15.4K | +$1.2K | -2.6% |
| TD Capital Management LLC | 130 | 0 | $10.6K | +$1.1K | 0.0% |
| Bare Financial Services, Inc | 124 | 0 | $10.1K | +$1.0K | 0.0% |
| Acorn Wealth Advisors, LLC | 4,422 | -524 | $358.9K | -$1.0K | -10.6% |
| Allegheny Financial Group | 3,420 | -407 | $277.6K | -$902 | -10.6% |
| BESSEMER GROUP INC | 92,131 | -321 | $7.5K | +$751 | -0.3% |
| Dentgroup LLC | 3,509 | -396 | $284.8K | +$659 | -10.1% |
| WOLFF WIESE MAGANA LLC | 75 | 0 | $6.1K | +$630 | 0.0% |
| Frazier Financial Advisors, LLC | 70 | 0 | $5.7K | +$588 | 0.0% |
| Bear Mountain Capital, Inc. | 63 | 0 | $5.5K | +$588 | 0.0% |
| CHILTON CAPITAL MANAGEMENT LLC | 67 | 0 | $5.4K | +$563 | 0.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 17,954 | -2,080 | $1.5M | -$548 | -10.4% |
| JDM Financial Group LLC | 55 | 0 | $4.5K | +$462 | 0.0% |
| THOMPSON SIEGEL & WALMSLEY LLC | 54,482 | 0 | $4.4K | +$457 | 0.0% |
| Blume Capital Management, Inc. | 920 | -100 | $74.7K | +$451 | -9.8% |
| LOUISBOURG INVESTMENTS INC. | 140 | -10 | $11.4K | +$448 | -6.7% |
| ORG Wealth Partners, LLC | 53 | 0 | $4.3K | +$446 | 0.0% |
| Matrix Trust Co | 1,338 | -5,624 | $109 | -$398 | -80.8% |
| Arbor Investment Advisors, LLC | 3,152 | -359 | $255.8K | +$353 | -10.2% |
| Creative Capital Management Investments LLC | 40 | 0 | $3.2K | +$336 | 0.0% |
| Legacy Capital Wealth Partners, LLC | 2,837 | -332 | $230.3K | -$329 | -10.5% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 38 | 0 | $3.1K | +$319 | 0.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 5,858 | -4,781 | $475 | -$299 | -44.9% |
| CHAPMAN FINANCIAL GROUP, LLC | 34 | 0 | $2.8K | +$285 | 0.0% |
| Missouri Trust & Investment Co | 900 | -100 | $73.1K | +$283 | -10.0% |
| COURAGE CAPITAL MANAGEMENT LLC | 28,000 | 0 | $2.3K | +$235 | 0.0% |
| Wiser Advisor Group LLC | 27 | 0 | $2.2K | +$227 | 0.0% |
| BOSTON FAMILY OFFICE LLC | 8,421 | -4,000 | $684 | -$217 | -32.2% |
| First PREMIER Bank | 23,414 | 0 | $1.9K | +$198 | 0.0% |
| Imprint Wealth LLC | 3 | -3 | $244 | -$193 | -50.0% |
| BOSTON RESEARCH & MANAGEMENT INC | 46,954 | -2,940 | $3.8K | +$181 | -5.9% |
| Legacy Wealth Managment, LLC/ID | 20 | 0 | $1.6K | +$168 | 0.0% |
| S&CO INC | 17,174 | 0 | $1.4K | +$145 | 0.0% |
| Solstein Capital, LLC | 13 | 0 | $1.1K | +$109 | 0.0% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 11,708 | -1,350 | $950.3K | +$107 | -10.3% |
| JTC Employer Solutions Trustee Ltd | 12,632 | 0 | $1.0K | +$106 | 0.0% |
| WEDBUSH SECURITIES INC | 53,960 | -4,796 | $4.4K | +$104 | -8.2% |
| FDx Advisors, Inc. | 65,832 | -6,280 | $5.3K | -$93 | -8.7% |
| APPLETON PARTNERS INC/MA | 10,517 | -25 | $854 | +$87 | -0.2% |
| Anchor Investment Management, LLC | 10 | 0 | $812 | +$84 | 0.0% |
| Coston, McIsaac & Partners | 1,221 | -1,300 | $99 | -$84 | -51.6% |
| Roxbury Financial LLC | 10 | 0 | $812 | +$84 | 0.0% |
| Freedom Investment Management, Inc. | 2,719 | -315 | $220.7K | -$78 | -10.4% |
| Hanson & Doremus Investment Management | 12,833 | -618 | $1.0K | +$63 | -4.6% |
| VAN ECK ASSOCIATES CORP | 6,194 | 0 | $503 | +$52 | 0.0% |
| Lesa Sroufe & Co | 5,142 | 0 | $417 | +$43 | 0.0% |
| Palisades Hudson Asset Management, L.P. | 99,138 | -11,975 | $8.0K | -$39 | -10.8% |
| VALICENTI ADVISORY SERVICES INC | 4,505 | 0 | $366 | +$38 | 0.0% |
| PROFESSIONAL ADVISORY SERVICES INC | 7,173 | -335 | $582 | +$36 | -4.5% |
| Arete Wealth Advisors, LLC | 14,547 | -2,029 | $1.2K | -$31 | -12.2% |
| INGALLS & SNYDER LLC | 7,793 | -500 | $633 | +$30 | -6.0% |
| Winthrop Capital Management, LLC | 3,422 | 0 | $278 | +$29 | 0.0% |
| CX Institutional | 6,323 | -450 | $513 | +$20 | -6.6% |
| SlateStone Wealth, LLC | 22,511 | -2,800 | $1.8K | -$15 | -11.1% |
| Capital Advisors, Ltd. LLC | 1,812 | 0 | $147 | +$15 | 0.0% |
| Roble, Belko & Company, Inc | 1,493 | 0 | $121 | +$12 | 0.0% |
| Centerpoint Advisors, LLC | 1,014 | 0 | $82 | +$8 | 0.0% |
| ST GERMAIN D J CO INC | 1 | 0 | $81 | +$8 | 0.0% |
| Avion Wealth | 871 | 0 | $70 | +$7 | 0.0% |
| Main Management LLC | 250 | 0 | $20 | +$2 | 0.0% |
| Rakuten Investment Management, Inc. | 72,574 | 0 | $5.2M | $0 | 0.0% |
| CAPE COD FIVE CENTS SAVINGS BANK | 8,275 | 0 | $411.3K | $0 | 0.0% |
| Mader & Shannon Wealth Management, Inc. | 405,365 | 0 | $29.5M | $0 | 0.0% |
| CKW FINANCIAL GROUP | 9 | 0 | $1 | $0 | 0.0% |
| VALLEY NATIONAL ADVISERS INC | 256 | -22 | $20 | $0 | -7.9% |
| Alken Asset Management Ltd | 7,400 | 0 | $410 | $0 | 0.0% |