13F QoQ Ownership Changes
IBIT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 297 new · 775 added · 573 reduced · 267 exited
New Positions(297)
Added To(775)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 92,070,080 | +3,869,406 | $4.57B | -$1.16B | 4.4% |
| MILLENNIUM MANAGEMENT LLC | 36,950,324 | +14,480,418 | $1.83B | +$374.0M | 64.4% |
| Marex Group plc | 14,597,770 | +7,035,499 | $724.8M | +$233.4M | 93.0% |
| HBK INVESTMENTS L P | 3,476,600 | +2,954,000 | $172.6M | +$138.6M | 565.3% |
| CITADEL ADVISORS LLC | 53,508,332 | +14,692,406 | $2.66B | +$133.7M | 37.9% |
| Parallax Volatility Advisers, L.P. | 4,920,757 | +2,956,175 | $244.3M | +$116.6M | 150.5% |
| SCHF (GPE), LLC | 2,270,327 | +941,418 | $112.7M | +$112.6M | 70.8% |
| Al Warda Investments RSC Ltd | 8,218,712 | +255,319 | $408.1M | -$109.6M | 3.2% |
| FARALLON CAPITAL MANAGEMENT LLC | 9,129,800 | +2,137,100 | $560.6M | +$106.1M | 30.6% |
| Consolidated Portfolio Review Corp | 2,142,185 | +2,134,334 | $106.4M | +$105.8M | 27185.5% |
| Texas Capital Bank Wealth Management Services Inc | 2,032,648 | +2,011,070 | $100.9M | +$99.5M | 9320.0% |
| NEOS Investment Management LLC | 2,150,607 | +2,004,557 | $106.8M | +$97.3M | 1372.5% |
| LMR Partners LLP | 6,543,600 | +2,888,941 | $324.9M | +$87.3M | 79.0% |
| CANTOR FITZGERALD, L. P. | 4,556,324 | +1,624,078 | $271.1M | +$80.5M | 55.4% |
| Mubadala Investment Co PJSC | 12,702,323 | +3,975,351 | $630.7M | +$63.4M | 45.5% |
| MORGAN STANLEY | 13,440,659 | +2,374,482 | $667.3M | -$52.0M | 21.4% |
| Point72 Asset Management, L.P. | 1,665,200 | +1,154,041 | $82.7M | +$49.5M | 225.8% |
| Polar Asset Management Partners Inc. | 1,310,720 | +1,043,700 | $65.1M | +$47.7M | 390.9% |
| BlackRock, Inc. | 12,999,136 | +2,400,510 | $645.4M | -$43.5M | 22.6% |
| Verition Fund Management LLC | 4,598,559 | +1,749,932 | $228.3M | +$43.2M | 61.4% |
| Schonfeld Strategic Advisors LLC | 8,175,589 | +1,393,191 | $405.9M | -$34.9M | 20.5% |
| MACQUARIE GROUP LTD | 5,126,143 | +721,351 | $254.5M | -$31.8M | 16.4% |
| Pine Ridge Advisers LLC | 2,227,380 | +42,780 | $110.6M | -$31.4M | 1.9% |
| Nearwater Capital Markets, Ltd | 1,384,800 | +784,800 | $68.8M | +$29.8M | 130.8% |
| Logan Stone Capital, LLC | 898,383 | +664,985 | $44.6M | +$29.4M | 284.9% |
| 59 North Capital Management, LP | 3,921,034 | +1,319,501 | $194.7M | +$25.6M | 50.7% |
| MARSHALL WACE, LLP | 3,447,749 | +1,202,259 | $171.2M | +$25.2M | 53.5% |
| Shay Capital LLC | 515,000 | +500,000 | $25.6M | +$24.6M | 3333.3% |
| MARINER INVESTMENT GROUP LLC | 2,146,536 | +131,442 | $106.6M | -$24.4M | 6.5% |
| ParaFi Capital LP | 1,475,046 | +46 | $73.2M | -$22.6M | 0.0% |
| Balyasny Asset Management L.P. | 1,857,866 | +103,262 | $92.2M | -$21.8M | 5.9% |
| Engineers Gate Manager LP | 721,796 | +471,740 | $35.8M | +$19.6M | 188.7% |
| WHITEBOX ADVISORS LLC | 3,000,000 | +1,000,000 | $148.9M | +$18.9M | 50.0% |
| UBS Group AG | 548,614 | +413,621 | $27.2M | +$18.5M | 306.4% |
| Diversify Advisory Services, LLC | 350,570 | +337,660 | $19.0M | +$18.2M | 2615.5% |
| Walleye Trading LLC | 3,225,378 | +1,032,130 | $160.1M | +$17.6M | 47.0% |
| RITHOLTZ WEALTH MANAGEMENT | 347,702 | +320,310 | $17.3M | +$15.5M | 1169.3% |
| Private Advisor Group, LLC | 1,501,878 | +586,832 | $74.5M | +$15.1M | 64.1% |
| LPL Financial LLC | 2,979,325 | +500,120 | $147.9M | -$13.2M | 20.2% |
| Cetera Investment Advisers | 1,034,413 | +43,412 | $51.4M | -$13.1M | 4.4% |
| SONA ASSET MANAGEMENT (US) LLC | 370,800 | +270,800 | $18.4M | +$11.9M | 270.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 260,649 | +240,754 | $12.9M | +$11.6M | 1210.1% |
| TWO SIGMA INVESTMENTS, LP | 300,000 | +250,000 | $14.9M | +$11.6M | 500.0% |
| NewEdge Wealth, LLC | 543,422 | +275,969 | $27.0M | +$11.2M | 103.2% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 3,449,900 | +650,000 | $171.3M | -$10.7M | 23.2% |
| Procyon Advisors, LLC | 227,604 | +205,292 | $11.3M | +$9.9M | 920.1% |
| OLD NATIONAL BANCORP /IN/ | 219,085 | +201,085 | $10.9M | +$9.7M | 1117.1% |
| US BANCORP \DE\ | 690,208 | +306,107 | $34.3M | +$9.3M | 79.7% |
| ASSETMARK, INC | 234,645 | +194,184 | $11.7M | +$9.0M | 479.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 304,234 | +209,745 | $15.1M | +$9.0M | 222.0% |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 620,804 | +12,517 | $30.8M | -$8.7M | 2.0% |
| IEQ CAPITAL, LLC | 596,279 | +269,892 | $29.6M | +$8.4M | 82.7% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 161,478 | +154,817 | $8.0M | +$7.6M | 2324.2% |
| Allen Investment Management, LLC | 895,936 | +100,623 | $44.5M | -$7.2M | 12.7% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 594,361 | +30,852 | $29.5M | -$7.1M | 5.5% |
| OLD MISSION CAPITAL LLC | 2,254,134 | +445,034 | $10.4M | +$6.6M | 24.6% |
| OSAIC HOLDINGS, INC. | 385,544 | +177,863 | $19.1M | +$6.1M | 85.6% |
| Qube Research & Technologies Ltd | 144,812 | +127,222 | $7.2M | +$6.0M | 723.3% |
| Avestar Capital, LLC | 241,928 | +148,358 | $12.0M | +$5.9M | 158.6% |
| Beacon Pointe Advisors, LLC | 194,564 | +130,794 | $9.7M | +$5.5M | 205.1% |
| Militia Capital Partners, LP | 195,470 | +109,180 | $11.0M | +$5.4M | 126.5% |
| GenTrust, LLC | 373,253 | +5,219 | $18.5M | -$5.4M | 1.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 357,184 | +4,206 | $17.7M | -$5.2M | 1.2% |
| Oxler Private Wealth LLC | 553,454 | +52,183 | $27.5M | -$5.1M | 10.4% |
| BANK OF AMERICA CORP /DE/ | 719,008 | +91,559 | $35.7M | -$5.1M | 14.6% |
| CIBC WORLD MARKET INC. | 399,494 | +17,874 | $19.8M | -$5.0M | 4.7% |
| Wealthfront Advisers LLC | 1,116,501 | +339,270 | $55.4M | +$4.9M | 43.6% |
| Harvest Portfolios Group Inc. | 859,466 | +129,052 | $42.7M | -$4.8M | 17.7% |
| Cavalier Investments, LLC | 288,190 | +238,210 | $14.3M | +$4.8M | 476.6% |
| PEAK6 LLC | 1,356,662 | +248,640 | $67.4M | -$4.7M | 22.4% |
| Focus Partners Wealth | 690,413 | +508,134 | $16.3M | +$4.6M | 278.8% |
| Simplify Asset Management Inc. | 1,595,000 | +309,000 | $80.2M | -$4.5M | 24.0% |
| Yarbrough Capital, LLC | 600,825 | +76,612 | $29.8M | -$4.2M | 14.6% |
| Evercore Wealth Management, LLC | 122,252 | +92,411 | $6.1M | +$4.1M | 309.7% |
| PPSC Investment Service Corp | 472,000 | +48,000 | $23.4M | -$4.1M | 11.3% |
| UDINE WEALTH MANAGEMENT, INC. | 64,758 | +3,589 | $3.2K | -$4.0M | 5.9% |
| Rathbones Group PLC | 88,399 | +81,855 | $4.4M | +$4.0M | 1250.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 622,155 | +56,730 | $23.7M | -$3.9M | 10.0% |
| Zhang Financial LLC | 327,153 | +17,933 | $16.2M | -$3.9M | 5.8% |
| Lido Advisors, LLC | 347,172 | +93,309 | $20.2M | +$3.7M | 36.8% |
| Claar Advisors LLC | 233,121 | +607 | $11.6M | -$3.5M | 0.3% |
| Foundations Investment Advisors, LLC | 544,159 | +76,160 | $27.0M | -$3.4M | 16.3% |
| Bleakley Financial Group, LLC | 422,164 | +51,178 | $21.0M | -$3.2M | 13.8% |
| Addison Capital Co | 212,727 | +5,400 | $10.6M | -$2.9M | 2.6% |
| K2 PRINCIPAL FUND, L.P. | 152,322 | +76,222 | $7.6M | +$2.6M | 100.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 89,684 | +61,105 | $4.5M | +$2.6M | 213.8% |
| DeepCurrents Investment Group LLC | 8,700 | +2,444 | $43.2M | +$2.5M | 39.1% |
| CIBC Private Wealth Group LLC | 211,113 | +88,728 | $10.5M | +$2.5M | 72.5% |
| SAPIENT CAPITAL LLC | 187,213 | +5,001 | $9.3M | -$2.5M | 2.7% |
| Regent Peak Wealth Advisors LLC | 61,112 | +51,669 | $3.0M | +$2.4M | 547.2% |
| GM Advisory Group, LLC | 412,965 | +60,473 | $20.5M | -$2.4M | 17.1% |
| NavPoint Financial, Inc. | 54,728 | +49,801 | $2.7M | +$2.4M | 1010.8% |
| SCOTIA CAPITAL INC. | 389,048 | +128,694 | $19.3M | +$2.4M | 49.4% |
| Compass Ion Advisors, LLC | 177,083 | +5,154 | $8.8M | -$2.4M | 3.0% |
| Dynamic Advisor Solutions LLC | 101,623 | +60,503 | $5.0M | +$2.4M | 147.1% |
| BigSur Wealth Management LLC | 296,478 | +34,995 | $14.7M | -$2.3M | 13.4% |
| WINTON GROUP Ltd | 1,603,653 | +343,910 | $79.6M | -$2.3M | 27.3% |
| Lifeworks Advisors, LLC | 166,291 | +5,019 | $8.3M | -$2.2M | 3.1% |
| Jaffetilchin Investment Partners, LLC | 154,866 | +2,880 | $7.7M | -$2.2M | 1.9% |
| Aptus Capital Advisors, LLC | 72,849 | +50,612 | $3.6M | +$2.2M | 227.6% |
| Sivia Capital Partners, LLC | 67,871 | +48,687 | $3.4M | +$2.1M | 253.8% |
| NWAM LLC | 41,483 | +36,279 | $2.4M | +$2.1M | 697.1% |
| Pallas Capital Advisors LLC | 55,221 | +44,306 | $2.7M | +$2.0M | 405.9% |
| Modus Advisors, LLC | 117,516 | +58,456 | $5.8M | +$2.0M | 99.0% |
| JANUS HENDERSON GROUP PLC | 228,069 | +83,812 | $11.3M | +$1.9M | 58.1% |
| Trek Financial, LLC | 189,965 | +15,280 | $9.4M | -$1.9M | 8.7% |
| AXXCESS WEALTH MANAGEMENT, LLC | 222,973 | +80,493 | $11.1M | +$1.8M | 56.5% |
| Kathmere Capital Management, LLC | 42,136 | +37,732 | $2.1M | +$1.8M | 856.8% |
| Mutual Advisors, LLC | 186,429 | +10,138 | $9.3M | -$1.8M | 5.8% |
| Atria Investments, Inc | 112,671 | +53,195 | $5.6M | +$1.7M | 89.4% |
| Wealthspire Advisors, LLC | 125,102 | +3,735 | $6.2M | -$1.7M | 3.1% |
| FIRST TRUST ADVISORS LP | 141,797 | +8,202 | $7.0M | -$1.6M | 6.1% |
| Perigon Wealth Management, LLC | 123,898 | +53,756 | $6.2M | +$1.6M | 76.6% |
| NORTHERN TRUST CORP | 59,414 | +38,430 | $2.9M | +$1.6M | 183.1% |
| Silverleafe Capital Partners, LLC | 133,413 | +7,861 | $6.6M | -$1.5M | 6.3% |
| Valeo Financial Advisors, LLC | 82,779 | +43,149 | $4.1M | +$1.5M | 108.9% |
| Virtue Capital Management, LLC | 18,767 | +14,304 | $1.8M | +$1.5M | 320.5% |
| Heirloom Wealth Management | 130,153 | +7,433 | $6.5M | -$1.5M | 6.0% |
| IHT Wealth Management, LLC | 156,061 | +14,023 | $7.7M | -$1.5M | 9.9% |
| CWA Asset Management Group, LLC | 98,346 | +401 | $4.9M | -$1.5M | 0.4% |
| EPIQ PARTNERS, LLC | 108,005 | +3,014 | $5.4M | -$1.5M | 2.9% |
| Farringdon Capital, Ltd. | 237,210 | +77,976 | $11.8M | +$1.4M | 49.0% |
| Vise Technologies, Inc. | 88,717 | +42,740 | $4.4M | +$1.4M | 93.0% |
| Signal Advisors Wealth, LLC | 153,817 | +14,874 | $7.6M | -$1.4M | 10.7% |
| Sepio Capital, LP | 87,610 | +41,936 | $4.3M | +$1.4M | 91.8% |
| Visionary Wealth Advisors | 119,626 | +7,043 | $5.9M | -$1.4M | 6.3% |
| New Capital Management LP | 97,732 | +1,917 | $4.9M | -$1.4M | 2.0% |
| TRUIST FINANCIAL CORP | 93,594 | +43,138 | $4.6M | +$1.4M | 85.5% |
| WESBANCO BANK INC | 119,715 | +7,692 | $5.9M | -$1.3M | 6.9% |
| Financial Enhancement Group LLC | 78,972 | +2,422 | $4.0M | -$1.3M | 3.2% |
| Equitable Holdings, Inc. | 192,780 | +25,168 | $9.6M | -$1.3M | 15.0% |
| FIFTH THIRD BANCORP | 107,347 | +5,025 | $5.3M | -$1.3M | 4.9% |
| MATAURO, LLC | 208,593 | +68,940 | $10.4M | +$1.3M | 49.4% |
| Cobblestone Asset Management LLC | 99,332 | +3,846 | $4.9M | -$1.3M | 4.0% |
| Bulltick Wealth Management, LLC | 96,135 | +42,074 | $4.8M | +$1.3M | 77.8% |
| Sassicaia Capital Advisers LLC | 80,000 | +38,000 | $4.0M | +$1.2M | 90.5% |
| Capital Wealth Alliance, LLC | 85,695 | +13,732 | $3.4M | -$1.2M | 19.1% |
| Centurion Wealth Management LLC | 83,134 | +606 | $4.1M | -$1.2M | 0.7% |
| PENNINGTON PARTNERS & CO., LLC | 71,059 | +35,689 | $3.5M | +$1.2M | 100.9% |
| MARIPAU WEALTH MANAGEMENT LLC | 135,909 | +14,119 | $6.7M | -$1.2M | 11.6% |
| QUATTRO FINANCIAL ADVISORS LLC | 272,865 | +46,465 | $13.5M | -$1.2M | 20.5% |
| Friday Financial | 46,014 | +28,652 | $2.3M | +$1.2M | 165.0% |
| Lauer Wealth, LLC | 230,896 | +201,710 | $3.0M | +$1.1M | 691.1% |
| Farther Finance Advisors, LLC | 185,171 | +26,311 | $9.2M | -$1.1M | 16.6% |
| FORTE ASSET MANAGEMENT LLC | 97,923 | +40,394 | $4.9M | +$1.1M | 70.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 91,907 | +38,809 | $4.6M | +$1.1M | 73.1% |
| Merit Financial Group, LLC | 74,016 | +780 | $3.7M | -$1.1M | 1.1% |
| Strong Tower Advisory Services | 355,730 | +68,060 | $17.7M | -$1.0M | 23.6% |
| Mariner, LLC | 927,991 | +235,076 | $46.1M | +$1.0M | 33.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 64,392 | +31,084 | $3.2M | +$1.0M | 93.3% |
| Vontobel Holding Ltd. | 102,350 | +8,364 | $5.1M | -$1.0M | 8.9% |
| High Note Wealth, LLC | 73,141 | +1,557 | $3.6M | -$1.0M | 2.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 197,100 | +61,993 | $9.8M | +$1.0M | 45.9% |
| AE Wealth Management LLC | 119,531 | +12,793 | $5.9M | -$1.0M | 12.0% |
| Secure Asset Management, LLC | 71,785 | +3,709 | $3.6M | -$979.3K | 5.4% |
| KADENSA CAPITAL Ltd | 219,599 | +36,835 | $10.9M | -$976.6K | 20.1% |
| Kercheville Advisors, LLC | 40,745 | +23,892 | $2.1M | +$969.1K | 141.8% |
| Private Wealth Asset Management, LLC | 24,472 | +20,601 | $1.2M | +$963.4K | 532.2% |
| VCI Wealth Management LLC | 152,033 | +21,787 | $7.5M | -$917.6K | 16.7% |
| Cranbrook Wealth Management, LLC | 135,213 | +46,025 | $6.7M | +$916.1K | 51.6% |
| UNIQUE WEALTH, LLC | 42,315 | +23,707 | $2.1M | +$891.4K | 127.4% |
| NEUBERGER BERMAN GROUP LLC | 90,064 | +34,977 | $4.5M | +$891.0K | 63.5% |
| Blue Sky Capital Consultants Group, Inc. | 70,475 | +30,260 | $3.5M | +$885.1K | 75.2% |
| SALEM INVESTMENT COUNSELORS INC | 58,856 | +411 | $2.9M | -$876.7K | 0.7% |
| Quantinno Capital Management LP | 66,976 | +2,747 | $3.3M | -$849.5K | 4.3% |
| Independence Bank of Kentucky | 17,123 | +17,023 | $850.2K | +$843.7K | 17023.0% |
| RAYMOND JAMES FINANCIAL INC | 62,426 | +28,093 | $3.1M | +$837.8K | 81.8% |
| BROWN WEALTH MANAGEMENT, LLC | 66,075 | +2,773 | $3.3M | -$834.0K | 4.4% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 54,173 | +109 | $2.7M | -$824.5K | 0.2% |
| PROATHLETE WEALTH MANAGEMENT LLC | 192,217 | +32,369 | $9.6M | -$820.7K | 20.2% |
| Verde Capital Management | 198,103 | +34,291 | $9.8M | -$812.0K | 20.9% |
| Moors & Cabot, Inc. | 66,601 | +3,285 | $3.3M | -$808.8K | 5.2% |
| PURE PORTFOLIOS HOLDINGS LLC | 78,832 | +6,228 | $3.9M | -$805.2K | 8.6% |
| Waverly Advisors, LLC | 70,478 | +28,986 | $3.5M | +$802.3K | 69.8% |
| BIP Wealth, LLC | 27,207 | +18,716 | $1.4M | +$798.9K | 220.4% |
| Bull Oak Capital, LLC | 75,402 | +5,798 | $3.7M | -$780.6K | 8.3% |
| Baker Avenue Asset Management, LP | 53,724 | +994 | $2.7M | -$760.1K | 1.9% |
| ELEMENT POINTE ADVISORS, LLC | 66,203 | +3,972 | $3.3M | -$758.0K | 6.4% |
| AlphaStar Capital Management, LLC | 61,707 | +26,157 | $3.1M | +$753.0K | 73.6% |
| MML INVESTORS SERVICES, LLC | 585,118 | +126,717 | $29.1M | -$745.0K | 27.6% |
| Ursa Fund Management, LLC | 57,200 | +2,200 | $2.8M | -$735.0K | 4.0% |
| Sara-Bay Financial | 247,896 | +46,623 | $12.4M | -$730.1K | 23.2% |
| CHOREO, LLC | 53,624 | +1,292 | $2.7M | -$729.5K | 2.5% |
| SOA Wealth Advisors, LLC. | 17,747 | +15,409 | $881.1K | +$729.2K | 659.1% |
| AlTi Global, Inc. | 395,755 | +53,991 | $21.4M | -$723.4K | 15.8% |
| COMPASS CAPITAL CORP /MA/ /ADV | 39,805 | +1,201 | $1.6M | -$721.7K | 3.1% |
| Keebeck Wealth Management | 74,165 | +6,533 | $3.7M | -$713.8K | 9.7% |
| W.G. Shaheen & Associates DBA Whitney & Co | 77,403 | +7,320 | $3.8M | -$712.3K | 10.4% |
| BCS Wealth Management | 26,682 | +17,046 | $1.3M | +$698.4K | 176.9% |
| OneAscent Financial Services LLC | 26,412 | +16,965 | $1.3M | +$697.3K | 179.6% |
| Waterloo Capital, L.P. | 71,928 | +6,438 | $3.6M | -$685.6K | 9.8% |
| San Luis Wealth Advisors LLC | 25,825 | +13,771 | $1.2M | +$683.9K | 114.2% |
| Transcendent Capital Group LLC | 48,874 | +1,142 | $2.4M | -$676.0K | 2.4% |
| Truvestments Capital LLC | 126,606 | +19,515 | $6.3M | -$674.9K | 18.2% |
| Upper Left Wealth Management, LLC | 112,908 | +16,353 | $5.6M | -$670.2K | 16.9% |
| MGO ONE SEVEN LLC | 106,443 | +14,839 | $5.3M | -$669.4K | 16.2% |
| Kingsview Wealth Management, LLC | 154,821 | +26,355 | $7.7M | -$663.4K | 20.5% |
| Jackson Hole Capital Partners, LLC | 44,079 | +277 | $2.2M | -$658.6K | 0.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 343,365 | +70,963 | $17.0M | -$658.1K | 26.1% |
| Family Management Corp | 109,481 | +15,808 | $5.4M | -$653.0K | 16.9% |
| BBR PARTNERS, LLC | 102,136 | +34,118 | $5.1M | +$649.9K | 50.2% |
| Stelac Advisory Services LLC | 57,815 | +3,657 | $2.9M | -$649.8K | 6.8% |
| EVOKE WEALTH, LLC | 120,811 | +18,710 | $6.0M | -$638.3K | 18.3% |
| INVESTMENT PARTNERS, LTD. | 42,162 | +250 | $2.1M | -$630.9K | 0.6% |
| Prime Capital Investment Advisors, LLC | 59,999 | +23,534 | $3.0M | +$608.7K | 64.5% |
| MARATHON ASSET MANAGEMENT LP | 47,000 | +22,000 | $2.2M | +$607.0K | 88.0% |
| NORTHEAST INVESTMENT MANAGEMENT | 18,920 | +13,770 | $939.4K | +$604.6K | 267.4% |
| IPG Investment Advisors LLC | 106,359 | +15,971 | $5.3M | -$594.5K | 17.7% |
| Gerber Kawasaki Wealth & Investment Management | 77,416 | +9,217 | $3.8M | -$588.2K | 13.5% |
| WMG Financial Advisors, LLC | 41,431 | +18,720 | $2.1M | +$580.8K | 82.4% |
| Ameraudi Asset Management, Inc. | 23,388 | +11,694 | $1.3M | +$580.6K | 100.0% |
| Financial Engines Advisors L.L.C. | 786,166 | +176,763 | $39.0M | -$578.1K | 29.0% |
| LRI Investments, LLC | 18,125 | +13,125 | $899.9K | +$574.9K | 262.5% |
| Dakota Wealth Management | 78,490 | +9,746 | $3.9M | -$571.3K | 14.2% |
| Gateway Wealth Partners, LLC | 22,299 | +14,022 | $1.1M | +$569.1K | 169.4% |
| DDD Partners, LLC | 40,622 | +975 | $2.0M | -$560.2K | 2.5% |
| BTG Pactual Asset Management US LLC | 19,040 | +9,935 | $1.2M | +$558.2K | 109.1% |
| Midwest Trust Co | 15,428 | +12,122 | $766.0K | +$551.1K | 366.7% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 58,608 | +5,368 | $2.9M | -$550.7K | 10.1% |
| Kestra Advisory Services, LLC | 270,565 | +55,430 | $13.4M | -$550.2K | 25.8% |
| WHITTIER TRUST CO | 14,106 | +11,250 | $739.9K | +$540.5K | 393.9% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 36,526 | +16,909 | $1.8M | +$538.4K | 86.2% |
| Gradient Investments LLC | 42,858 | +1,840 | $2.1M | -$538.3K | 4.5% |
| Concurrent Investment Advisors, LLC | 88,914 | +29,273 | $4.4M | +$537.9K | 49.1% |
| GUGGENHEIM CAPITAL LLC | 36,753 | +478 | $1.8M | -$533.1K | 1.3% |
| HCR Wealth Advisors | 38,930 | +3,085 | $1.9M | -$532.2K | 8.6% |
| Main Street Financial Solutions, LLC | 25,794 | +12,503 | $1.2M | +$519.6K | 94.1% |
| CMG Global Holdings, LLC | 33,215 | +3,432 | $1.4M | -$500.6K | 11.5% |
| Prospera Financial Services Inc | 15,858 | +11,431 | $787.3K | +$499.6K | 258.2% |
| LAKE STREET PRIVATE WEALTH, LLC | 20,822 | +12,584 | $1.0M | +$498.3K | 152.8% |
| MILESTONE ASSET MANAGEMENT, LLC | 25,464 | +13,561 | $1.3M | +$490.6K | 113.9% |
| Wedmont Private Capital | 48,912 | +19,540 | $2.5M | +$490.4K | 66.5% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 21,899 | +12,713 | $1.1M | +$490.2K | 138.4% |
| Phraction Management LLC | 55,600 | +5,600 | $2.8M | -$489.5K | 11.2% |
| BAROMETER CAPITAL MANAGEMENT INC. | 162,500 | +148,600 | $416.0K | -$487.5K | 1069.1% |
| WESCAP Management Group, Inc. | 33,429 | +230 | $1.7M | -$486.8K | 0.7% |
| Genesee Capital Advisors, LLC | 52,746 | +4,988 | $2.6M | -$485.4K | 10.4% |
| WCG Wealth Advisors LLC | 26,346 | +13,675 | $1.3M | +$484.5K | 107.9% |
| Sagace Wealth Management LLC | 39,864 | +1,983 | $2.0M | -$483.0K | 5.2% |
| HB Wealth Management, LLC | 76,314 | +10,654 | $3.8M | -$478.9K | 16.2% |
| RFG Advisory, LLC | 38,811 | +1,829 | $1.9M | -$476.9K | 4.9% |
| Sage Mountain Advisors LLC | 34,288 | +778 | $1.7M | -$475.7K | 2.3% |
| GRIMES & COMPANY, INC. | 17,610 | +11,311 | $874.4K | +$464.9K | 179.6% |
| Revisor Wealth Management LLC | 17,917 | +11,597 | $898.8K | +$464.3K | 183.5% |
| &PARTNERS | 20,468 | +11,875 | $1.0M | +$457.7K | 138.2% |
| VICTORY FINANCIAL GROUP, LLC | 14,370 | +10,285 | $713.5K | +$447.9K | 251.8% |
| EAGLE GLOBAL ADVISORS LLC | 24,800 | +12,700 | $1.2M | +$444.8K | 105.0% |
| Chicago Partners Investment Group LLC | 53,568 | +18,206 | $2.7M | +$435.4K | 51.5% |
| Avidian Wealth Enterprises, LLC | 54,562 | +6,251 | $2.7M | -$431.2K | 12.9% |
| RoundAngle Advisors LLC | 30,579 | +591 | $1.5M | -$431.0K | 2.0% |
| FIDUCIARY FAMILY OFFICE, LLC | 24,120 | +12,320 | $1.2M | +$430.6K | 104.4% |
| Columbus Macro, LLC | 32,830 | +14,284 | $1.6M | +$424.5K | 77.0% |
| Activest Wealth Management | 92,781 | +28,436 | $4.6M | +$424.2K | 44.2% |
| CITIZENS FINANCIAL GROUP INC/RI | 55,302 | +19,516 | $2.7M | +$419.7K | 54.5% |
| Vienna Asset Management LLC | 135,049 | +38,275 | $6.7M | +$414.9K | 39.5% |
| Clearstead Advisors, LLC | 65,417 | +21,806 | $3.2M | +$413.2K | 50.0% |
| DOLIVER ADVISORS, LP | 37,374 | +22,770 | $1.4M | +$410.5K | 155.9% |
| PURSUE WEALTH PARTNERS LLC | 42,957 | +16,407 | $2.1M | +$407.3K | 61.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 30,870 | +1,030 | $1.5M | -$406.9K | 3.5% |
| Apollon Wealth Management, LLC | 24,777 | +12,078 | $1.2M | +$404.7K | 95.1% |
| Sentinus, LLC | 22,471 | +11,522 | $1.1M | +$404.0K | 105.2% |
| COMMERCE BANK | 38,816 | +2,970 | $1.9M | -$402.8K | 8.3% |
| Core Wealth Partners LLC | 34,856 | +1,448 | $1.6M | -$400.3K | 4.3% |
| Bellecapital International Ltd. | 90,489 | +15,260 | $4.5M | -$397.1K | 20.3% |
| Kamunting Street Capital Management, L.P. | 195,181 | +40,000 | $9.7M | -$396.0K | 25.8% |
| Compound Planning, Inc. | 107,727 | +19,349 | $5.3M | -$395.9K | 21.9% |
| ENVESTNET ASSET MANAGEMENT INC | 530,051 | +119,091 | $26.3M | -$395.3K | 29.0% |
| Invst, LLC | 23,746 | +10,874 | $1.2M | +$391.1K | 84.5% |
| Powell Investment Advisors, LLC | 34,524 | +14,153 | $1.7M | +$390.0K | 69.5% |
| Howard Capital Management Group, LLC | 25,790 | +100 | $1.3M | -$389.4K | 0.4% |
| Pachira Investments Inc. | 37,493 | +2,969 | $1.9M | -$382.5K | 8.6% |
| FIRST FOUNDATION ADVISORS | 21,788 | +11,022 | $1.1M | +$382.0K | 102.4% |
| TITLEIST ASSET MANAGEMENT, LLC | 117,317 | +21,903 | $5.8M | -$377.1K | 22.9% |
| Cassia Capital Partners, LLC | 15,137 | +9,365 | $751.6K | +$376.4K | 162.2% |
| FSA Investment Group, LLC | 22,651 | +228 | $1.1M | -$371.9K | 1.0% |
| ABOUND FINANCIAL, LLC | 22,220 | +10,915 | $1.1M | +$368.4K | 96.5% |
| SIMON QUICK ADVISORS, LLC | 40,970 | +4,034 | $2.0M | -$366.7K | 10.9% |
| Suncoast Equity Management | 14,968 | +8,984 | $743.2K | +$354.2K | 150.1% |
| PLANNING ALTERNATIVES LTD /ADV | 23,538 | +138 | $1.2M | -$352.3K | 0.6% |
| Prospect Financial Services LLC | 33,980 | +2,664 | $1.7M | -$348.4K | 8.5% |
| VISTA INVESTMENT PARTNERS II, LLC | 39,154 | +14,581 | $1.9M | +$346.8K | 59.3% |
| CORDA Investment Management, LLC. | 27,912 | +1,270 | $1.4M | -$345.9K | 4.8% |
| Morse Asset Management, Inc | 29,080 | +1,580 | $1.4M | -$343.7K | 5.7% |
| Independent Family Office, LLC | 32,850 | +1,750 | $1.7M | -$340.8K | 5.6% |
| MUSTICO FINANCIAL GROUP, INC. | 32,448 | +1,998 | $1.7M | -$337.7K | 6.6% |
| Crewe Advisors LLC | 8,179 | +7,031 | $406.1K | +$331.5K | 612.5% |
| Fortitude Family Office, LLC | 13,740 | +8,334 | $682.2K | +$330.8K | 154.2% |
| MBL Wealth, LLC | 43,161 | +5,121 | $2.1M | -$329.7K | 13.5% |
| A4 Wealth Advisors LLC | 15,221 | +8,658 | $755.7K | +$329.1K | 131.9% |
| Empower Advisory Group, LLC | 51,581 | +7,196 | $2.6M | -$324.0K | 16.2% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 23,980 | +775 | $1.2M | -$317.7K | 3.3% |
| Counterweight Ventures, LLC | 27,274 | +1,555 | $1.4M | -$317.6K | 6.0% |
| Savvy Advisors, Inc. | 192,203 | +40,545 | $9.5M | -$314.9K | 26.7% |
| TCM Advisors, LLC | 26,567 | +1,463 | $1.3M | -$312.7K | 5.8% |
| Mountain Capital Investment Advisors Inc. | 26,288 | +1,673 | $1.3M | -$310.0K | 6.8% |
| Montz Harcus Wealth Management LLC | 42,831 | +5,379 | $2.1M | -$307.8K | 14.4% |
| EverSource Wealth Advisors, LLC | 62,525 | +10,091 | $3.1M | -$303.8K | 19.2% |
| Generation Capital Management LLC | 21,979 | +615 | $1.1M | -$297.4K | 2.9% |
| Parallel Advisors, LLC | 49,240 | +7,058 | $2.4M | -$297.1K | 16.7% |
| CATHY PARETO & ASSOCIATES, INC | 10,333 | +7,000 | $513.0K | +$296.4K | 210.0% |
| Impact Partnership Wealth, LLC | 38,680 | +4,683 | $1.9M | -$289.3K | 13.8% |
| Discipline Wealth Solutions, LLC | 11,469 | +7,126 | $569.4K | +$287.1K | 164.1% |
| Apeiron RIA LLC | 66,445 | +24,875 | $3.0M | +$283.2K | 59.8% |
| MFG WEALTH MANAGEMENT, INC. | 20,088 | +400 | $997.4K | -$282.4K | 2.0% |
| Carnegie Investment Counsel | 18,498 | +35 | $918.4K | -$281.7K | 0.2% |
| LBMC INVESTMENT ADVISORS, LLC | 22,631 | +1,021 | $1.1M | -$281.0K | 4.7% |
| Americana Partners, LLC | 31,022 | +11,644 | $1.5M | +$280.7K | 60.1% |
| Clear Creek Financial Management, LLC | 43,346 | +20,722 | $1.2M | -$280.7K | 91.6% |
| Heritage Family Offices, LLP | 42,252 | +14,281 | $2.1M | +$279.7K | 51.0% |
| FineMark National Bank & Trust | 18,956 | +187 | $941.2K | -$278.8K | 1.0% |
| All Terrain Financial Advisors, LLC | 32,483 | +3,400 | $1.6M | -$277.6K | 11.7% |
| CFM WEALTH PARTNERS LLC | 24,944 | +10,126 | $1.2M | +$275.3K | 68.3% |
| Sovereign Financial Group, Inc. | 19,461 | +393 | $966.2K | -$273.2K | 2.1% |
| Financial Futures Ltd Liability Co. | 37,527 | +4,675 | $1.9M | -$272.2K | 14.2% |
| International Private Wealth Advisors LLC | 17,506 | +8,270 | $869.2K | +$268.8K | 89.5% |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 19,454 | +495 | $965.9K | -$266.4K | 2.6% |
| Curi Capital, LLC | 53,031 | +8,451 | $2.6M | -$264.7K | 18.9% |
| Traynor Capital Management, Inc. | 20,194 | +696 | $1.0M | -$264.7K | 3.6% |
| BENJAMIN EDWARDS INC | 21,152 | +925 | $1.1M | -$264.6K | 4.6% |
| JNBA Financial Advisors | 8,589 | +6,087 | $426.4K | +$263.8K | 243.3% |
| Operose Advisors LLC | 6,051 | +5,487 | $300.4K | +$263.8K | 972.9% |
| IFC Advisors LLC | 24,280 | +1,700 | $1.2M | -$262.2K | 7.5% |
| SAX WEALTH ADVISORS, LLC | 20,383 | +8,809 | $1.0M | +$259.7K | 76.1% |
| GR FINANCIAL GROUP, LLC | 41,368 | +5,854 | $2.1M | -$254.5K | 16.5% |
| Choate Investment Advisors | 19,991 | +817 | $992.6K | -$253.8K | 4.3% |
| MISSION WEALTH MANAGEMENT, LP | 102,934 | +28,202 | $5.1M | +$253.1K | 37.7% |
| Forum Financial Management, LP | 15,419 | +7,519 | $765.6K | +$252.1K | 95.2% |
| Asset Dedication, LLC | 16,407 | +10 | $814.6K | -$251.2K | 0.1% |
| Sharkey, Howes & Javer | 32,110 | +11,442 | $1.6M | +$250.8K | 55.4% |
| Accel Wealth Management | 21,009 | +1,181 | $1.0M | -$245.7K | 6.0% |
| Wealth Watch Advisors, INC | 20,940 | +1,171 | $1.0M | -$245.3K | 5.9% |
| Tamar Securities, LLC | 16,230 | +67 | $805.8K | -$244.8K | 0.4% |
| Quadcap Wealth Management, LLC | 17,619 | +400 | $874.8K | -$244.5K | 2.3% |
| Aspiring Ventures, LLC | 48,545 | +42,172 | $657.9K | +$243.7K | 661.7% |
| One Wealth Management Investment & Advisory Services, LLC | 10,770 | +6,248 | $534.7K | +$240.8K | 138.2% |
| Busey Bank | 19,711 | +973 | $978.7K | -$239.3K | 5.2% |
| Soltis Investment Advisors LLC | 10,562 | +6,158 | $524.4K | +$238.1K | 139.8% |
| Venture Visionary Partners LLC | 27,278 | +2,680 | $1.4M | -$238.1K | 10.9% |
| Larson Financial Group LLC | 43,525 | +6,620 | $2.2M | -$237.8K | 17.9% |
| Sound Financial Strategies Group, LLC | 19,339 | +910 | $960.2K | -$237.7K | 4.9% |
| BOKF, NA | 5,695 | +5,000 | $282.8K | +$237.6K | 719.4% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 52,926 | +13,855 | $2.6M | +$236.2K | 35.5% |
| U.S. Capital Wealth Advisors, LLC | 34,020 | +4,479 | $1.7M | -$231.1K | 15.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 44,739 | +7,062 | $2.2M | -$228.4K | 18.7% |
| Wealth Group Ltd | 12,924 | +6,530 | $641.7K | +$226.1K | 102.1% |
| BridgePort Financial Solutions, LLC | 27,005 | +2,933 | $1.3M | -$223.9K | 12.2% |
| Hibernia Wealth Partners, LLC | 11,688 | +6,195 | $580.3K | +$223.3K | 112.8% |
| LWM Advisory Services, LLC | 15,039 | +164 | $746.7K | -$220.2K | 1.1% |
| HHM Wealth Advisors, LLC | 18,430 | +7,627 | $915.0K | +$212.9K | 70.6% |
| Altman Advisors, Inc. | 13,923 | +21 | $691.3K | -$212.4K | 0.1% |
| Financial Management Professionals, Inc. | 15,028 | +300 | $746.1K | -$211.2K | 2.0% |
| NorthRock Partners, LLC | 27,755 | +2,671 | $1.4M | -$209.7K | 10.6% |
| Williams Jones Wealth Management, LLC. | 20,723 | +1,675 | $1.0M | -$209.2K | 8.8% |
| Freestone Capital Holdings, LLC | 72,733 | +14,007 | $3.6M | -$206.0K | 23.9% |
| Hutchens & Kramer Investment Management Group, LLC | 15,281 | +470 | $758.7K | -$204.0K | 3.2% |
| IRON Financial LLC | 14,562 | +327 | $723.0K | -$202.3K | 2.3% |
| McAdam, LLC | 17,884 | +8,999 | $779.6K | +$202.1K | 101.3% |
| Grant Street Asset Management, Inc. | 13,593 | +124 | $674.9K | -$200.6K | 0.9% |
| FLAGSHIP HARBOR ADVISORS, LLC | 16,744 | +879 | $831.3K | -$199.9K | 5.5% |
| RVW Wealth, LLC | 13,841 | +195 | $687.2K | -$199.8K | 1.4% |
| SHEPHERD KAPLAN KROCHUK, LLC | 13,284 | +72 | $659.6K | -$199.2K | 0.5% |
| LAZARI CAPITAL MANAGEMENT, INC. | 10,924 | +5,644 | $542.4K | +$199.2K | 106.9% |
| Western Wealth Management, LLC | 20,028 | +1,665 | $994.4K | -$199.2K | 9.1% |
| Elevate Capital Advisors, LLC | 36,749 | +11,735 | $1.8M | +$198.7K | 46.9% |
| Gould Capital, LLC | 17,559 | +1,103 | $871.8K | -$197.8K | 6.7% |
| Sandbox Financial Partners, LLC | 13,821 | +254 | $686.2K | -$195.7K | 1.9% |
| Harfst & Associates, Inc. | 16,149 | +807 | $801.8K | -$195.4K | 5.3% |
| ARS Investment Partners, LLC | 36,265 | +5,560 | $1.8M | -$195.3K | 18.1% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 9,209 | +5,105 | $457.2K | +$190.5K | 124.4% |
| INTEGRITY ALLIANCE, LLC. | 36,185 | +11,473 | $1.8M | +$190.3K | 46.4% |
| Sowell Financial Services LLC | 18,303 | +1,395 | $908.7K | -$190.3K | 8.3% |
| Morling Financial Advisors, LLC | 8,329 | +4,868 | $413.5K | +$188.6K | 140.7% |
| Federation des caisses Desjardins du Quebec | 16,251 | +961 | $806.8K | -$187.0K | 6.3% |
| Optivise Advisory Services LLC | 11,296 | +5,535 | $560.8K | +$186.4K | 96.1% |
| MAI Capital Management | 118,722 | +30,897 | $5.9M | +$186.0K | 35.2% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 61,425 | +17,361 | $3.0M | +$185.6K | 39.4% |
| KWB Wealth | 8,269 | +4,558 | $410.6K | +$183.4K | 122.8% |
| DeDora Capital, Inc. | 18,224 | +1,485 | $904.8K | -$183.2K | 8.9% |
| Ignite Planners, LLC | 12,526 | +6,172 | $594.9K | +$181.8K | 97.1% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 24,401 | +3,000 | $1.2M | -$179.6K | 14.0% |
| Convergence Financial, LLC | 63,577 | +12,262 | $3.2M | -$178.9K | 23.9% |
| WORLD EQUITY GROUP, INC. | 17,949 | +2,191 | $891.2K | -$178.6K | 13.9% |
| CAP Partners, LLC | 12,730 | +263 | $632.0K | -$178.3K | 2.1% |
| CJM Wealth Advisers, Ltd. | 8,861 | +4,812 | $439.9K | +$176.7K | 118.8% |
| TME FINANCIAL, INC. | 29,164 | +9,593 | $1.4M | +$175.9K | 49.0% |
| Atlantic Union Bankshares Corp | 14,468 | +6,032 | $718.3K | +$170.0K | 71.5% |
| Cypress Wealth Services, LLC | 17,454 | +1,540 | $866.6K | -$167.8K | 9.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17,496 | +175 | $868.7K | -$167.8K | 1.0% |
| Cypress Capital Group | 11,450 | +150 | $568.5K | -$166.0K | 1.3% |
| PFG Investments, LLC | 33,172 | +5,282 | $1.6M | -$165.9K | 18.9% |
| Orion Porfolio Solutions, LLC | 53,722 | +15,234 | $2.7M | +$165.6K | 39.6% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12,687 | +5,541 | $629.9K | +$165.4K | 77.5% |
| MEITAV INVESTMENT HOUSE LTD | 57,384 | +11,011 | $2.8M | -$165.1K | 23.7% |
| Alpha Financial Partners, LLC | 18,009 | +6,789 | $894.1K | +$164.9K | 60.5% |
| FRG Family Wealth Advisors LLC | 16,085 | +1,295 | $798.6K | -$162.7K | 8.8% |
| Commonwealth Financial Services, LLC | 13,446 | +675 | $667.6K | -$162.5K | 5.3% |
| Miracle Mile Advisors, LLC | 11,823 | +5,283 | $587.0K | +$161.9K | 80.8% |
| SAGESPRING WEALTH PARTNERS, LLC | 9,801 | +4,804 | $486.6K | +$161.8K | 96.1% |
| Invesco Ltd. | 29,801 | +4,550 | $1.5M | -$161.7K | 18.0% |
| Fort Point Capital Partners LLC | 35,051 | +3,449 | $1.9M | -$161.4K | 10.9% |
| Hurley Capital, LLC | 25,639 | +3,575 | $1.3M | -$161.2K | 16.2% |
| Smallwood Wealth Investment Management, LLC | 4,001 | +3,362 | $198.6K | +$157.1K | 526.1% |
| Orin Green Financial, LLC | 14,767 | +1,078 | $733.2K | -$156.6K | 7.9% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 16,866 | +1,585 | $837.4K | -$155.9K | 10.4% |
| Keystone Financial Group | 20,819 | +2,528 | $1.0M | -$155.3K | 13.8% |
| OARSMAN CAPITAL, INC. | 13,414 | +784 | $666.0K | -$154.9K | 6.2% |
| EQUITABLE TRUST CO | 26,110 | +3,790 | $1.3M | -$154.4K | 17.0% |
| Ranch Capital Advisors Inc. | 10,599 | +132 | $526.2K | -$154.1K | 1.3% |
| Avondale Wealth Management | 13,400 | +800 | $665.3K | -$153.7K | 6.3% |
| KCM INVESTMENT ADVISORS LLC | 8,229 | +4,271 | $408.6K | +$151.3K | 107.9% |
| J2 Capital Management Inc | 15,992 | +1,473 | $794.0K | -$149.7K | 10.1% |
| Leo Wealth, LLC | 27,207 | +8,651 | $1.4M | +$144.7K | 46.6% |
| EPG Wealth Management LLC | 14,302 | +5,579 | $710.1K | +$143.1K | 64.0% |
| Triad Wealth Partners, LLC | 22,446 | +7,465 | $1.1M | +$140.7K | 49.8% |
| Capital Investment Advisors, LLC | 19,766 | +6,807 | $981.4K | +$139.0K | 52.5% |
| TWO SIGMA SECURITIES, LLC | 23,990 | +3,555 | $1.2M | -$137.2K | 17.4% |
| Fonville Wealth Management LLC | 32,964 | +5,693 | $1.6M | -$136.0K | 20.9% |
| GSG Advisors LLC | 9,381 | +373 | $465.8K | -$135.4K | 4.1% |
| WHITTIER TRUST CO OF NEVADA INC | 14,941 | +5,650 | $783.7K | +$135.1K | 60.8% |
| Gladstone Institutional Advisory LLC | 39,127 | +7,217 | $1.9M | -$131.4K | 22.6% |
| Octavia Wealth Advisors, LLC | 16,794 | +1,963 | $833.8K | -$130.2K | 13.2% |
| MOSELEY INVESTMENT MANAGEMENT INC | 8,957 | +135 | $444.7K | -$128.7K | 1.5% |
| Corient Private Wealth LLC | 705,391 | +225,198 | $31.3M | +$127.0K | 46.9% |
| Coordinated Financial Services, Inc. | 10,455 | +525 | $519.1K | -$126.4K | 5.3% |
| AMERIFLEX GROUP, INC. | 2,713 | +2,565 | $134.7K | +$125.1K | 1733.1% |
| HARBOUR INVESTMENTS, INC. | 5,937 | +3,308 | $294.8K | +$123.9K | 125.8% |
| Rossby Financial, LCC | 7,325 | +25 | $363.7K | -$123.5K | 0.3% |
| Avid Wealth Partners LLC | 38,672 | +7,235 | $1.9M | -$123.3K | 23.0% |
| New Republic Capital, LLC | 10,806 | +663 | $536.5K | -$122.8K | 6.5% |
| ALTERNA WEALTH MANAGEMENT, INC | 10,853 | +675 | $538.9K | -$122.7K | 6.6% |
| MAYPORT, LLC | 8,119 | +35 | $403.1K | -$122.4K | 0.4% |
| SAM Advisors, LLC | 11,640 | +872 | $577.9K | -$122.0K | 8.1% |
| PRIVATE MANAGEMENT GROUP INC | 7,996 | +16 | $397.0K | -$121.7K | 0.2% |
| Relyea Zuckerberg Hanson LLC | 16,909 | +2,123 | $839.5K | -$121.6K | 14.3% |
| Richmond Investment Services, LLC | 13,382 | +1,302 | $664.4K | -$120.8K | 10.8% |
| Greenline Partners, LLC | 6,817 | +3,466 | $338.5K | +$120.6K | 103.4% |
| BROWN BROTHERS HARRIMAN & CO | 14,257 | +1,516 | $707.9K | -$120.3K | 11.9% |
| Evanson Asset Management, LLC | 12,587 | +1,122 | $624.9K | -$120.3K | 9.8% |
| HBW ADVISORY SERVICES LLC | 10,293 | +599 | $511.0K | -$119.1K | 6.2% |
| Meridian Wealth Management, LLC | 25,173 | +7,765 | $1.2M | +$118.3K | 44.6% |
| Kera Capital Partners, Inc. | 16,114 | +2,524 | $765.2K | -$118.1K | 18.6% |
| J. Safra Sarasin Holding AG | 143,515 | +35,677 | $7.1M | +$117.4K | 33.1% |
| 4WEALTH ADVISORS, INC. | 8,398 | +3,765 | $417.0K | +$115.8K | 81.3% |
| Aequim Alternative Investments LP | 325,000 | +75,000 | $16.1M | -$113.8K | 30.0% |
| REAP Financial Group, LLC | 3,266 | +2,502 | $162.2K | +$112.5K | 327.5% |
| Atlas Private Wealth Advisors | 10,901 | +850 | $541.2K | -$112.1K | 8.4% |
| Riverpoint Wealth Management Holdings, LLC | 7,522 | +52 | $373.5K | -$112.1K | 0.7% |
| Fortis Group Advisors, LLC | 8,539 | +3,816 | $405.5K | +$111.3K | 80.8% |
| ST GERMAIN D J CO INC | 8,059 | +220 | $400.1K | -$109.4K | 2.8% |
| Clarius Group, LLC | 24,908 | +4,201 | $1.2M | -$109.3K | 20.3% |
| Gilbert & Cook, Inc. | 7,931 | +196 | $393.8K | -$109.0K | 2.5% |
| Aspire Growth Partners LLC | 7,449 | +86 | $369.8K | -$108.8K | 1.2% |
| Everhart Financial Group, Inc. | 7,060 | +4 | $350.5K | -$108.1K | 0.1% |
| Perennial Advisors, LLC | 9,415 | +570 | $467.5K | -$107.5K | 6.4% |
| Advisory Alpha, LLC | 6,782 | +335 | $336.7K | -$106.6K | 5.2% |
| Midwest Financial Group LLC | 9,540 | +614 | $473.7K | -$106.5K | 6.9% |
| CATALYST PRIVATE WEALTH, LLC | 7,686 | +179 | $381.6K | -$106.3K | 2.4% |
| Fire Capital Management LLC | 7,418 | +150 | $368.3K | -$104.1K | 2.1% |
| Csenge Advisory Group | 47,788 | +12,876 | $2.4M | +$103.4K | 36.9% |
| Stordahl Capital Management, Inc. | 11,381 | +1,102 | $565.1K | -$103.1K | 10.7% |
| Forvis Mazars Wealth Advisors, LLC | 13,614 | +1,646 | $675.9K | -$102.0K | 13.8% |
| CreativeOne Wealth, LLC | 52,244 | +13,889 | $2.6M | +$100.8K | 36.2% |
| EVOLUTION WEALTH MANAGEMENT INC. | 3,866 | +2,031 | $220.1K | +$100.8K | 110.7% |
| Greenhouse Wealth Management, LLC | 7,573 | +260 | $376.0K | -$99.3K | 3.5% |
| ENDEAVOR PRIVATE WEALTH, INC. | 8,150 | +400 | $404.6K | -$99.1K | 5.2% |
| DT Investment Partners, LLC | 6,514 | +15 | $323.4K | -$99.0K | 0.2% |
| Finer Wealth Management, Inc. | 56,426 | +11,802 | $2.8M | -$99.0K | 26.4% |
| HOLLENCREST CAPITAL MANAGEMENT | 7,515 | +3,285 | $373.1K | +$98.2K | 77.7% |
| Cornerstone Advisory, LLC | 49,835 | +13,274 | $2.5M | +$97.8K | 36.3% |
| SPHERA FUNDS MANAGEMENT LTD. | 30,055 | +8,600 | $1.5M | +$97.7K | 40.1% |
| Investment Partners Asset Management, Inc. | 8,858 | +590 | $439.8K | -$97.6K | 7.1% |
| UMB Bank, n.a. | 16,300 | +5,341 | $809.3K | +$97.0K | 48.7% |
| Tradition Wealth Management, LLC | 11,348 | +1,217 | $563.4K | -$95.1K | 12.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,713 | +125 | $333.3K | -$94.9K | 1.9% |
| Global Endowment Management, LP | 11,541 | +4,178 | $573.0K | +$94.4K | 56.7% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 68,173 | +14,653 | $3.4M | -$94.0K | 27.4% |
| One Capital Management, LLC | 11,137 | +1,185 | $553.0K | -$93.9K | 11.9% |
| FAS Wealth Partners, Inc. | 20,248 | +3,367 | $1.0M | -$92.0K | 19.9% |
| KINGSWOOD WEALTH ADVISORS, LLC | 138,763 | +34,183 | $6.9M | +$91.9K | 32.7% |
| Cushing Capital Partners, LLC | 8,867 | +689 | $440.2K | -$91.3K | 8.4% |
| Brookwood Investment Group LLC | 28,993 | +5,442 | $1.4M | -$91.3K | 23.1% |
| Acorn Wealth Advisors, LLC | 10,419 | +1,074 | $517.3K | -$90.1K | 11.5% |
| SOFI WEALTH, LLC | 29,486 | +8,293 | $1.5M | +$86.4K | 39.1% |
| WATERSHED PRIVATE WEALTH LLC | 26,557 | +7,600 | $1.3M | +$86.3K | 40.1% |
| Sequoia Financial Advisors, LLC | 69,191 | +15,016 | $3.4M | -$86.0K | 27.7% |
| Moran Wealth Management, LLC | 9,450 | +3,553 | $469.2K | +$85.9K | 60.3% |
| Continuum Advisory, LLC | 11,221 | +1,329 | $557.1K | -$85.9K | 13.4% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 6,330 | +179 | $314.3K | -$85.5K | 2.9% |
| Fragasso Financial Advisors Inc | 4,316 | +24 | $214.3K | -$85.3K | 0.6% |
| Sunburst Financial Group, LLC | 7,533 | +475 | $374.0K | -$84.8K | 6.7% |
| JB Capital LLC | 9,707 | +3,593 | $481.9K | +$84.5K | 58.8% |
| Brooklyn Investment Group | 7,118 | +3,006 | $351.5K | +$84.2K | 73.1% |
| Hippocratic Financial Advisors, LLC | 46,749 | +9,753 | $2.3M | -$83.7K | 26.4% |
| Capital Investment Advisory Services, LLC | 16,541 | +2,620 | $821.3K | -$83.6K | 18.8% |
| OneAscent Wealth Management LLC | 8,579 | +764 | $425.9K | -$82.0K | 9.8% |
| Pure Financial Advisors, LLC | 19,892 | +3,443 | $987.6K | -$81.5K | 20.9% |
| N.E.W. Advisory Services LLC | 5,204 | +2,457 | $258.4K | +$79.8K | 89.4% |
| CLG LLC | 5,432 | +55 | $269.7K | -$79.8K | 1.0% |
| Blue Trust, Inc. | 8,049 | +688 | $399.6K | -$78.8K | 9.3% |
| OneDigital Investment Advisors LLC | 42,726 | +8,891 | $2.1M | -$77.9K | 26.3% |
| Coastline Trust Co | 2,164 | +1,694 | $107.4K | +$76.9K | 360.4% |
| SMITH, MOORE & CO. | 37,788 | +7,741 | $1.9M | -$76.9K | 25.8% |
| J. L. Bainbridge & Co., Inc. | 10,229 | +1,233 | $507.9K | -$76.9K | 13.7% |
| Circle Wealth Management, LLC | 28,610 | +5,578 | $1.4M | -$76.6K | 24.2% |
| Holcombe Financial, Inc. | 5,390 | +100 | $267.6K | -$76.2K | 1.9% |
| Golden State Wealth Management, LLC | 9,170 | +1,021 | $455.3K | -$74.4K | 12.5% |
| Van Hulzen Asset Management, LLC | 7,349 | +596 | $364.9K | -$74.1K | 8.8% |
| West Financial Advisors, LLC | 17,002 | +2,877 | $844.1K | -$74.0K | 20.4% |
| NerdWallet Wealth Partners, LLC | 4,807 | +4 | $238.7K | -$73.5K | 0.1% |
| Harvest Investment Services, LLC | 5,321 | +139 | $264.2K | -$72.6K | 2.7% |
| SEAVIEW INVESTMENT MANAGERS LLC | 20,945 | +3,831 | $1.0M | -$72.5K | 22.4% |
| Missouri Trust & Investment Co | 2,500 | +1,700 | $124.1K | +$72.1K | 212.5% |
| PINNACLE ASSOCIATES LTD | 5,385 | +172 | $267.4K | -$71.5K | 3.3% |
| Independent Advisor Alliance | 6,685 | +2,672 | $331.9K | +$71.1K | 66.6% |
| First Heartland Consultants, Inc. | 9,054 | +1,047 | $449.5K | -$70.9K | 13.1% |
| Permanent Capital Management, LP | 5,767 | +274 | $286.3K | -$70.7K | 5.0% |
| Rinkey Investments | 22,878 | +4,317 | $1.1M | -$70.6K | 23.3% |
| World Investment Advisors | 122,049 | +83,831 | $2.6M | +$70.5K | 219.3% |
| CARRET ASSET MANAGEMENT, LLC | 6,165 | +377 | $306.1K | -$70.1K | 6.5% |
| Sigma Planning Corp | 9,290 | +3,500 | $446.4K | +$70.0K | 60.4% |
| SageView Advisory Group, LLC | 4,528 | +7 | $224.8K | -$69.1K | 0.1% |
| Altus Wealth Group LLC | 8,203 | +877 | $407.3K | -$68.9K | 12.0% |
| Capricorn Fund Managers Ltd | 34,601 | +7,111 | $1.7M | -$68.9K | 25.9% |
| Glass Jacobson Investment Advisors llc | 5,448 | +232 | $270.5K | -$68.5K | 4.4% |
| DecisionPoint Financial, LLC | 4,238 | +63 | $210.4K | -$68.2K | 1.5% |
| Detalus Advisors, LLC | 7,781 | +789 | $386.3K | -$68.2K | 11.3% |
| Wakefield Asset Management LLLP | 50,628 | +10,912 | $2.5M | -$67.9K | 27.5% |
| Ascent Wealth Partners, LLC | 16,121 | +2,770 | $800.4K | -$67.4K | 20.7% |
| JGP Wealth Management, LLC | 7,187 | +1,020 | $356.9K | -$67.2K | 16.5% |
| Integrated Capital Management, LLC | 4,974 | +166 | $247.0K | -$66.9K | 3.5% |
| Wealthcare Advisory Partners LLC | 79,373 | +17,718 | $3.9M | -$66.7K | 28.7% |
| MN Wealth Advisors, LLC | 6,871 | +605 | $341.1K | -$66.1K | 9.7% |
| WEALTHSPAN PARTNERS, LLC | 5,130 | +197 | $254.7K | -$65.9K | 4.0% |
| McLean Asset Management Corp | 5,012 | +200 | $277.9K | -$65.2K | 4.2% |
| Financial Perspectives, Inc | 1,473 | +1,348 | $73.1K | +$65.0K | 1078.4% |
| Bare Financial Services, Inc | 4,522 | +72 | $224.5K | -$64.7K | 1.6% |
| Arrowroot Family Office, LLC | 7,782 | +848 | $386.4K | -$64.3K | 12.2% |
| BURNEY CO/ | 5,834 | +389 | $289.7K | -$64.3K | 7.1% |
| FRANKLIN RESOURCES INC | 5,858 | +400 | $290.9K | -$63.9K | 7.3% |
| IFG Advisory, LLC | 13,257 | +2,149 | $658.2K | -$63.8K | 19.3% |
| GK Wealth Management LLC | 31,843 | +6,541 | $1.6M | -$63.1K | 25.9% |
| Whelan Financial | 4,801 | +163 | $238.4K | -$63.1K | 3.5% |
| Alliance Wealth Advisors, LLC | 4,632 | +150 | $230.0K | -$61.4K | 3.3% |
| NICOLET ADVISORY SERVICES, LLC | 11,074 | +3,652 | $574.4K | +$61.3K | 49.2% |
| Sageworth Trust Co | 73,247 | +18,229 | $3.6M | +$60.5K | 33.1% |
| PROMETHIUM ADVISORS,LLC | 4,490 | +130 | $222.9K | -$60.5K | 3.0% |
| W ADVISORS, LLC | 9,494 | +1,317 | $471.4K | -$60.1K | 16.1% |
| Malaga Cove Capital, LLC | 5,107 | +282 | $253.6K | -$60.1K | 5.8% |
| Joel Isaacson & Co., LLC | 27,915 | +7,513 | $1.4M | +$59.9K | 36.8% |
| 1ST SOURCE BANK | 5,025 | +275 | $249.5K | -$59.3K | 5.8% |
| Leverty Financial Group, LLC | 5,656 | +2,244 | $280.9K | +$59.1K | 65.8% |
| Snowden Capital Advisors LLC | 14,366 | +4,289 | $713.3K | +$58.3K | 42.6% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2,600 | +1,500 | $129.1K | +$57.6K | 136.4% |
| Rosenberg Matthew Hamilton | 4,346 | +155 | $215.8K | -$56.6K | 3.7% |
| Grove Bank & Trust | 2,510 | +1,450 | $124.6K | +$55.7K | 136.8% |
| LGL PARTNERS, LLC | 4,987 | +327 | $247.6K | -$55.3K | 7.0% |
| MONECO Advisors, LLC | 6,383 | +2,357 | $316.9K | +$55.2K | 58.5% |
| Taylor & Morgan Wealth Management, LLC | 7,506 | +924 | $372.7K | -$55.2K | 14.0% |
| Bogart Wealth, LLC | 3,630 | +1,695 | $180.2K | +$54.5K | 87.6% |
| American Financial Advisors, LLC | 4,639 | +259 | $230.3K | -$54.4K | 5.9% |
| Stonebridge Financial Group, LLC | 5,710 | +514 | $283.5K | -$54.2K | 9.9% |
| Geneos Wealth Management Inc. | 12,475 | +3,780 | $619.4K | +$54.2K | 43.5% |
| TOBIAS FINANCIAL ADVISORS, INC. | 4,304 | +200 | $213.7K | -$53.1K | 4.9% |
| Apella Capital, LLC | 12,759 | +1,583 | $633.5K | -$53.1K | 14.2% |
| Team Financial Group, LLC | 2,524 | +1,407 | $125.3K | +$52.7K | 126.0% |
| ORG Wealth Partners, LLC | 5,996 | +607 | $297.7K | -$52.6K | 11.3% |
| WINCAP FINANCIAL LLC | 6,692 | +771 | $332.3K | -$52.6K | 13.0% |
| Safeguard Investment Advisory Group, LLC | 4,690 | +303 | $232.9K | -$52.3K | 6.9% |
| Ballew Advisors, Inc | 10,417 | +873 | $558.1K | -$51.9K | 9.1% |
| Quent Capital, LLC | 2,977 | +1,500 | $147.8K | +$51.8K | 101.5% |
| CHANNEL WEALTH LLC | 4,293 | +233 | $213.1K | -$50.8K | 5.7% |
| Plante Moran Financial Advisors, LLC | 5,458 | +2,069 | $271.0K | +$50.7K | 61.0% |
| Symphony Financial, Ltd. Co. | 4,736 | +329 | $235.3K | -$50.5K | 7.5% |
| Pinnacle Wealth Planning Services, Inc. | 4,484 | +294 | $222.6K | -$49.7K | 7.0% |
| Diligent Investors, LLC | 4,153 | +223 | $206.2K | -$49.3K | 5.7% |
| Merkkuri Wealth Advisors LLC | 10,445 | +1,710 | $518.6K | -$49.2K | 19.6% |
| TRUST CO OF VERMONT | 4,334 | +271 | $215.2K | -$48.9K | 6.7% |
| Cornerstone Planning Group LLC | 7,889 | +494 | $398.5K | -$48.2K | 6.7% |
| Destiny Capital Corp/CO | 8,918 | +2,828 | $442.8K | +$46.9K | 46.4% |
| Global Financial Private Client, LLC | 7,784 | +2,547 | $386.5K | +$46.1K | 48.6% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 2,598 | +1,308 | $129.0K | +$45.1K | 101.4% |
| FSM Wealth Advisors, LLC | 6,611 | +869 | $328.2K | -$45.0K | 15.1% |
| Parkside Financial Bank & Trust | 3,233 | +1,453 | $160.5K | +$44.8K | 81.6% |
| Icon Wealth Advisors, LLC | 20,359 | +4,122 | $1.0M | -$44.6K | 25.4% |
| ELEVATION WEALTH PARTNERS, LLC | 1,055 | +933 | $52.4K | +$44.5K | 764.8% |
| Meridian Wealth Advisors, LLC | 6,060 | +2,105 | $300.9K | +$43.8K | 53.2% |
| Krilogy Financial LLC | 9,150 | +2,179 | $454.3K | +$43.6K | 31.3% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 3,109 | +1,403 | $154.4K | +$43.5K | 82.2% |
| Cornerstone Wealth Management, LLC | 13,007 | +3,733 | $645.8K | +$43.0K | 40.3% |
| Mayflower Financial Advisors, LLC | 10,619 | +3,166 | $527.2K | +$42.8K | 42.5% |
| Bernardo Wealth Planning LLC | 4,389 | +382 | $217.9K | -$42.5K | 9.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2,030 | +1,130 | $100.8K | +$42.5K | 125.5% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 12,426 | +2,283 | $617.0K | -$42.3K | 22.5% |
| MinichMacGregor Wealth Management, LLC | 4,039 | +310 | $200.5K | -$41.8K | 8.3% |
| PUREfi Wealth, LLC | 4,400 | +400 | $218.5K | -$41.5K | 10.0% |
| LAFFER TENGLER INVESTMENTS, INC. | 5,902 | +772 | $293.0K | -$40.4K | 15.0% |
| Empire Financial Management Company, LLC | 4,079 | +350 | $202.5K | -$39.9K | 9.4% |
| Orion Capital Management LLC | 2,754 | +1,250 | $136.7K | +$39.0K | 83.1% |
| 4J Wealth Management LLC | 9,717 | +2,890 | $482.4K | +$38.7K | 42.3% |
| Spinnaker Investment Group, LLC | 6,813 | +1,014 | $338.3K | -$38.7K | 17.5% |
| SNS Financial Group, LLC | 10,158 | +1,804 | $504.3K | -$38.7K | 21.6% |
| Signature Wealth Management Group | 5,307 | +1,836 | $263.5K | +$37.9K | 52.9% |
| Tradewinds, LLC. | 4,935 | +600 | $245.0K | -$36.8K | 13.8% |
| SteelPeak Wealth, LLC | 38,650 | +8,563 | $1.9M | -$36.7K | 28.5% |
| Benchmark Financial Wealth Advisors, LLC | 10,511 | +1,931 | $521.9K | -$35.8K | 22.5% |
| CASTLE WEALTH MANAGEMENT LLC | 4,815 | +1,686 | $239.1K | +$35.7K | 53.9% |
| GatePass Capital, LLC | 4,738 | +577 | $235.2K | -$35.2K | 13.9% |
| Richardson Capital Management LLC | 1,002 | +775 | $49.7K | +$35.0K | 341.4% |
| Valmark Advisers, Inc. | 4,566 | +548 | $226.7K | -$34.5K | 13.6% |
| Horrell Capital Management, Inc. | 2,257 | +6 | $112.1K | -$34.3K | 0.3% |
| EXENCIAL WEALTH ADVISORS, LLC | 5,694 | +820 | $282.7K | -$34.1K | 16.8% |
| William Howard & Co Financial Advisors Inc | 4,076 | +438 | $202.4K | -$34.1K | 12.0% |
| Joseph P. Lucia & Associates, LLC | 12,281 | +3,424 | $609.8K | +$34.0K | 38.6% |
| Tortoise Investment Management, LLC | 5,545 | +790 | $275.3K | -$33.8K | 16.6% |
| McCollum Christoferson Group LLC | 9,372 | +2,727 | $465.3K | +$33.4K | 41.0% |
| GFS Advisors, LLC | 46,414 | +10,448 | $2.3M | -$33.3K | 29.0% |
| Financial Security Advisor, Inc. | 6,240 | +975 | $309.8K | -$32.4K | 18.5% |
| Cadent Capital Advisors, LLC | 4,276 | +515 | $212.3K | -$32.2K | 13.7% |
| Keystone Financial Services | 5,284 | +1,742 | $262.4K | +$32.1K | 49.2% |
| BFSG, LLC | 3,235 | +278 | $160.6K | -$31.6K | 9.4% |
| CLIENT 1ST ADVISORY GROUP, LLC | 5,207 | +744 | $258.5K | -$31.6K | 16.7% |
| ZACKS INVESTMENT MANAGEMENT | 5,625 | +849 | $279.3K | -$31.2K | 17.8% |
| Global Wealth Strategies & Associates | 2,343 | +77 | $116.3K | -$31.0K | 3.4% |
| CERTUITY, LLC | 6,395 | +1,035 | $317.5K | -$30.9K | 19.3% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 7,243 | +1,238 | $359.6K | -$30.7K | 20.6% |
| Advance Capital Management, Inc. | 11,733 | +2,305 | $582.5K | -$30.3K | 24.4% |
| FIRST MANHATTAN CO. LLC. | 9,136 | +2,620 | $453.6K | +$30.1K | 40.2% |
| KM Capital Management Ltd. | 44,835 | +10,136 | $2.2M | -$29.4K | 29.2% |
| Sunbelt Securities, Inc. | 7,604 | +1,355 | $377.5K | -$28.6K | 21.7% |
| PRIMORIS WEALTH ADVISORS, LLC | 4,372 | +600 | $217.1K | -$28.1K | 15.9% |
| Madison Asset Management, LLC | 5,375 | +1,700 | $266.9K | +$28.0K | 46.3% |
| Glen Eagle Advisors, LLC | 3,603 | +423 | $178.9K | -$27.8K | 13.3% |
| CARDIFF PARK ADVISORS, LLC | 20,120 | +4,326 | $999.0K | -$27.7K | 27.4% |
| Cedar Mountain Advisors, LLC | 2,556 | +179 | $126.9K | -$27.6K | 7.5% |
| RMR Wealth Builders | 8,306 | +2,383 | $412.4K | +$27.4K | 40.2% |
| Caldwell Trust Co | 2,509 | +1,009 | $124.6K | +$27.1K | 67.3% |
| Mascagni Wealth Management, Inc. | 6,396 | +1,910 | $317.6K | +$26.0K | 42.6% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 7,028 | +2,057 | $348.9K | +$25.8K | 41.4% |
| Rossmore Private Capital | 18,838 | +4,842 | $935.3K | +$25.6K | 34.6% |
| Investment Advisory Group, LLC | 4,202 | +604 | $208.6K | -$25.2K | 16.8% |
| CITY HOLDING CO | 1,880 | +57 | $93.3K | -$25.2K | 3.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 822 | +580 | $40.8K | +$25.1K | 239.7% |
| DecisionMap Wealth Management, LLC | 19,552 | +5,000 | $970.8K | +$24.9K | 34.4% |
| Marshall & Sterling Wealth Advisors Inc. | 504 | +500 | $25.0K | +$24.8K | 12500.0% |
| MMBG INVESTMENT ADVISORS CO. | 22,666 | +4,974 | $1.1M | -$24.6K | 28.1% |
| Ameliora Wealth Management Ltd. | 17,337 | +3,719 | $860.8K | -$24.4K | 27.3% |
| Presidio Capital Management, LLC | 4,419 | +670 | $219.4K | -$24.3K | 17.9% |
| Nemes Rush Group LLC | 2,710 | +1,013 | $134.6K | +$24.2K | 59.7% |
| Private Wealth Management Group, LLC | 3,117 | +372 | $154.8K | -$23.7K | 13.6% |
| Retirement Planning Group, LLC | 12,538 | +2,606 | $622.5K | -$23.0K | 26.2% |
| QUADRANT CAPITAL GROUP LLC | 4,719 | +1,467 | $234.3K | +$22.9K | 45.1% |
| Onyx Bridge Wealth Group LLC | 9,895 | +1,994 | $491.3K | -$22.3K | 25.2% |
| Measured Wealth Private Client Group, LLC | 1,729 | +68 | $85.8K | -$22.1K | 4.1% |
| Helium Advisors LLC | 4,527 | +1,409 | $224.8K | +$22.1K | 45.2% |
| Andina Capital Management, LLC | 41,314 | +9,419 | $2.1M | -$21.9K | 29.5% |
| Vermillion & White Wealth Management Group, LLC | 531 | +459 | $26.4K | +$21.7K | 637.5% |
| IFS Advisors, LLC | 775 | +515 | $38.5K | +$21.6K | 198.1% |
| Ellenbecker Investment Group | 4,593 | +1,409 | $228.0K | +$21.1K | 44.3% |
| Imprint Wealth LLC | 1,609 | +701 | $79.9K | +$20.9K | 77.2% |
| KLINGENSTEIN FIELDS & CO LP | 5,534 | +1,623 | $274.8K | +$20.5K | 41.5% |
| Balance Wealth, LLC | 5,768 | +1,674 | $286.4K | +$20.3K | 40.9% |
| CEERA INVESTMENTS, LLC | 4,600 | +775 | $228.4K | -$20.2K | 20.3% |
| DAYMARK WEALTH PARTNERS, LLC | 5,473 | +1,603 | $271.7K | +$20.2K | 41.4% |
| Vermillion Wealth Management, Inc. | 2,928 | +1,000 | $145.4K | +$20.1K | 51.9% |
| Indiana Trust & Investment Management Co | 2,955 | +1,000 | $146.7K | +$19.6K | 51.1% |
| VERUS CAPITAL PARTNERS, LLC | 17,568 | +4,443 | $872.3K | +$19.1K | 33.9% |
| RMG Wealth Management LLC | 2,151 | +533 | $117.7K | +$18.7K | 32.9% |
| James J. Burns & Company, LLC | 5,280 | +961 | $262.2K | -$18.6K | 22.3% |
| Moisand Fitzgerald Tamayo, LLC | 856 | +485 | $42.5K | +$18.4K | 130.7% |
| Solitude Financial Services | 14,104 | +3,049 | $700.3K | -$18.3K | 27.6% |
| MCF Advisors LLC | 369 | +365 | $18.3K | +$18.1K | 9125.0% |
| Orvieto Partners, L.P. | 20,000 | +5,000 | $993.0K | +$18.0K | 33.3% |
| Embree Financial Group | 10,119 | +2,117 | $502.4K | -$17.7K | 26.4% |
| North Star Investment Management Corp. | 6,000 | +1,685 | $297.9K | +$17.4K | 39.0% |
| Wealth Preservation Advisors, LLC | 2,303 | +280 | $114.3K | -$17.2K | 13.8% |
| ESG Planning DBA Harper Investing | 38,177 | +8,752 | $1.9M | -$17.1K | 29.7% |
| Stephens Consulting, LLC | 1,101 | +1 | $54.7K | -$16.8K | 0.1% |
| Smartleaf Asset Management LLC | 12,671 | +2,703 | $631.4K | -$16.2K | 27.1% |
| CENTRAL TRUST Co | 1,700 | +636 | $84.4K | +$15.3K | 59.8% |
| WOLFF WIESE MAGANA LLC | 1,039 | +19 | $51.6K | -$14.7K | 1.9% |
| Physician Wealth Advisors, Inc. | 5,107 | +982 | $253.6K | -$14.5K | 23.8% |
| Avior Wealth Management, LLC | 42,566 | +9,830 | $2.1M | -$14.5K | 30.0% |
| Arax Advisory Partners | 43,319 | +10,089 | $2.1M | -$14.1K | 30.4% |
| Heritage Wealth Advisors | 795 | +400 | $39.5K | +$13.8K | 101.3% |
| KELLEHER FINANCIAL ADVISORS | 4,073 | +1,173 | $202.2K | +$13.7K | 40.4% |
| Mainstream Capital Management LLC | 8,284 | +2,166 | $411.3K | +$13.6K | 35.4% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,145 | +780 | $205.8K | -$12.9K | 23.2% |
| Luminist Capital LLC | 2,573 | +845 | $127.7K | +$12.4K | 48.9% |
| Legacy Financial Strategies, LLC | 5,377 | +1,080 | $267.0K | -$12.3K | 25.1% |
| Beaird Harris Wealth Management, LLC | 3,664 | +1,050 | $181.9K | +$12.0K | 40.2% |
| Perfromance Wealth Partners, LLC | 7,209 | +1,523 | $357.9K | -$11.7K | 26.8% |
| Diversified Enterprises, LLC | 12,179 | +2,697 | $604.7K | -$11.6K | 28.4% |
| Inlight Wealth Management, LLC | 258 | +240 | $12.8K | +$11.6K | 1333.3% |
| Betterment LLC | 1,194,989 | +109,430 | $59.3K | -$11.2K | 10.1% |
| TBH Global Asset Management, LLC | 5,240 | +1,066 | $260.2K | -$11.2K | 25.5% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9,079 | +1,228 | $486.3K | +$11.1K | 15.6% |
| Vivid Wealth Management, LLC | 8,875 | +1,935 | $440.6K | -$10.5K | 27.9% |
| DURANTE & WATERS, LLC | 5,635 | +1,175 | $279.8K | -$10.1K | 26.3% |
| Triumph Capital Management | 1,692 | +555 | $84.0K | +$10.1K | 48.8% |
| OLIO Financial Planning | 5,375 | +1,115 | $266.9K | -$10.0K | 26.2% |
| NBC SECURITIES, INC. | 2,761 | +502 | $137.1K | -$9.8K | 22.2% |
| Luken Investment Analytics, LLC | 1,500 | +500 | $74.5K | +$9.5K | 50.0% |
| Three Seasons Wealth, LLC | 17,008 | +4,157 | $844.4K | +$9.1K | 32.3% |
| Fiduciary Trust Co | 4,870 | +1,010 | $241.8K | -$9.1K | 26.2% |
| MBA Advisors LLC | 5,443 | +1,419 | $270.2K | +$8.7K | 35.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 195 | +175 | $9.7K | +$8.4K | 875.0% |
| IAG Wealth Partners, LLC | 7,748 | +1,957 | $384.7K | +$8.3K | 33.8% |
| Stratos Investment Management, LLC | 10,957 | +2,707 | $544.0K | +$7.8K | 32.8% |
| 1832 Asset Management L.P. | 8,286 | +1,845 | $411.4K | -$7.3K | 28.6% |
| New England Capital Financial Advisors LLC | 1,265 | +187 | $62.8K | -$7.3K | 17.3% |
| WEALTHGARDEN F.S. LLC | 6,249 | +1,207 | $310.3K | -$7.0K | 23.9% |
| LFA - Lugano Financial Advisors SA | 1,193 | +388 | $59.2K | +$6.9K | 48.2% |
| GWN SECURITIES INC. | 8,615 | +2,138 | $427.7K | +$6.7K | 33.0% |
| LYELL WEALTH MANAGEMENT, LP | 13,007 | +2,972 | $645.8K | -$6.5K | 29.6% |
| Virtu Financial LLC | 349,278 | +180,823 | $17.3K | +$6.4K | 107.3% |
| Fourth Dimension Wealth, LLC | 325 | +175 | $16.1K | +$6.4K | 116.7% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 736 | +84 | $36.5K | -$5.8K | 12.9% |
| TCI Wealth Advisors, Inc. | 4,467 | +1,141 | $221.8K | +$5.6K | 34.3% |
| CWM, LLC | 402,283 | +785 | $20.0K | -$5.5K | 0.2% |
| GHP Investment Advisors, Inc. | 838 | +114 | $41.6K | -$5.5K | 15.7% |
| BlueStem Wealth Partners, LLC | 6,071 | +1,509 | $301.4K | +$4.9K | 33.1% |
| Future Financial Wealth Managment LLC | 4,000 | +950 | $203.0K | +$4.8K | 31.1% |
| Global Trust Asset Management, LLC | 730 | +100 | $36.2K | -$4.7K | 15.9% |
| GoalVest Advisory LLC | 1,146 | +205 | $56.9K | -$4.3K | 21.8% |
| DHJJ Financial Advisors, Ltd. | 354 | +18 | $17.6K | -$4.3K | 5.3% |
| VISION FINANCIAL MARKETS LLC | 889 | +275 | $44.1K | +$4.2K | 44.8% |
| SWAN Capital LLC | 1,394 | +394 | $69.2K | +$4.2K | 39.4% |
| HRT FINANCIAL LP | 116,873 | +91,050 | $5.8K | +$4.1K | 352.6% |
| Capstone Financial Advisors, Inc. | 7,261 | +1,776 | $360.5K | +$4.0K | 32.4% |
| Austin Private Wealth, LLC | 4,946 | +1,109 | $245.6K | -$3.8K | 28.9% |
| Glenview Trust co | 4,266 | +1,066 | $211.8K | +$3.8K | 33.3% |
| Silicon Valley Capital Partners | 6,106 | +1,500 | $303.2K | +$3.8K | 32.6% |
| United Asset Strategies, Inc. | 5,915 | +1,341 | $293.7K | -$3.6K | 29.3% |
| Blue Edge Capital, LLC | 5,735 | +1,404 | $284.7K | +$3.2K | 32.4% |
| Anchor Investment Management, LLC | 525 | +75 | $26.1K | -$3.2K | 16.7% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4,814 | +1,180 | $239.0K | +$2.8K | 32.5% |
| XY Planning Network, Inc. | 4,607 | +825 | $228.7K | -$2.8K | 21.8% |
| FINANCIAL CONSULATE, INC | 3,141 | +700 | $156.0K | -$2.7K | 28.7% |
| ALBION FINANCIAL GROUP /UT | 359 | +125 | $17.8K | +$2.6K | 53.4% |
| Bulwark Capital Corp | 267 | +25 | $13.3K | -$2.5K | 10.3% |
| DAVENPORT & Co LLC | 6,398 | +1,474 | $317.7K | -$2.4K | 29.9% |
| SITTNER & NELSON, LLC | 322 | +95 | $12.8K | -$2.0K | 41.9% |
| HIGHLINE WEALTH PARTNERS LLC | 620 | +120 | $30.8K | -$1.7K | 24.0% |
| PFS Partners, LLC | 532 | +100 | $26.4K | -$1.7K | 23.1% |
| Ritter Daniher Financial Advisory LLC / DE | 803 | +169 | $39.9K | -$1.3K | 26.6% |
| Crews Bank & Trust | 202 | +67 | $10.0K | +$1.3K | 49.6% |
| Creative Capital Management Investments LLC | 30 | +25 | $1.5K | +$1.2K | 500.0% |
| LEGACY FINANCIAL GROUP, INC. | 4,600 | +1,103 | $228.4K | +$1.1K | 31.5% |
| NKCFO LLC | 61,000 | +28,000 | $3.0K | +$884 | 84.8% |
| Thrivent Financial for Lutherans | 29,854 | +17,471 | $1.5K | +$682 | 141.1% |
| Millstone Evans Group, LLC | 924 | +208 | $45.9K | -$663 | 29.1% |
| Abound Wealth Management | 174 | +32 | $8.6K | -$593 | 22.5% |
| ZEGA Investments, LLC | 5,620 | +1,319 | $279.0K | -$532 | 30.7% |
| Tanglewood Legacy Advisors, LLC | 29 | +15 | $1.4K | +$530 | 107.1% |
| Rye Brook Capital LLC | 44,700 | +2,700 | $2.2K | -$511 | 6.4% |
| Hughes Financial Services, LLC | 619 | +100 | $30.7K | -$506 | 19.3% |
| WEDBUSH SECURITIES INC | 44,113 | +5,417 | $2.2K | -$325 | 14.0% |
| Parkwood LLC | 394,000 | +98,000 | $19.6K | +$322 | 33.1% |
| PRIVATE TRUST CO NA | 115 | +23 | $5.7K | -$270 | 25.0% |
| Valued Wealth Advisors LLC | 281 | +70 | $14.0K | +$237 | 33.2% |
| CENTAURUS FINANCIAL, INC. | 95,615 | +19,189 | $4.7K | -$221 | 25.1% |
| TSFG, LLC | 40,863 | +6,653 | $2.0K | -$195 | 19.4% |
| Harel Insurance Investments & Financial Services Ltd. | 7,504 | +4,291 | $373 | +$164 | 133.6% |
| Avion Wealth | 3,285 | +3,284 | $163 | +$163 | 328400.0% |
| Greenwich Wealth Management LLC | 9,236 | +69 | $459 | -$137 | 0.8% |
| HERITAGE INVESTORS MANAGEMENT CORP | 9,490 | +200 | $471 | -$133 | 2.1% |
| Rockefeller Capital Management L.P. | 97,835 | +95,877 | $127.4K | +$128 | 4896.7% |
| AssuredPartners Investment Advisors, LLC | 6,403 | +1,511 | $317.9K | -$64 | 30.9% |
| Select Asset Management & Trust | 5,655 | +2,182 | $281 | +$55 | 62.8% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 5,933 | +610 | $294 | -$51 | 11.4% |
| HANTZ FINANCIAL SERVICES, INC. | 1,328 | +971 | $66 | +$43 | 272.0% |
| Migdal Insurance & Financial Holdings Ltd. | 11,750 | +3,390 | $583 | +$40 | 40.5% |
| Winthrop Capital Management, LLC | 2,394 | +1,101 | $119 | +$35 | 85.2% |
| CX Institutional | 1,687 | +80 | $84 | -$20 | 5.0% |
| Roble, Belko & Company, Inc | 470 | +11 | $23 | -$7 | 2.4% |
Reduced(573)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 40,573,144 | -26,376,780 | $2.01B | -$2.34B | -39.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 64,320,609 | -13,272,371 | $3.19B | -$1.85B | -17.1% |
| Brevan Howard Capital Management LP | 18,607,558 | -23,345,690 | $923.9M | -$1.80B | -55.6% |
| Clear Street Group Inc. | 428,753 | -13,772,168 | $21.3M | -$901.8M | -97.0% |
| Symmetry Investments LP | 1,982,097 | -11,252,643 | $98.4M | -$761.8M | -85.0% |
| Weiss Asset Management LP | 7,801,983 | -4,456,670 | $387.4M | -$409.4M | -36.4% |
| Belvedere Trading LLC | 6,684,232 | -3,349,292 | $331.9M | -$320.3M | -33.4% |
| Hudson Bay Capital Management LP | 5,751,635 | -3,354,743 | $285.6M | -$306.3M | -36.8% |
| Avenir Tech Ltd | 18,287,323 | -9,784 | $908.0M | -$281.3M | -0.1% |
| DRW Securities, LLC | 5,287,959 | -2,719,655 | $262.5M | -$257.9M | -34.0% |
| D. E. Shaw & Co., Inc. | 4,699,297 | -2,364,322 | $233.3M | -$225.8M | -33.5% |
| IMC-Chicago, LLC | 1,708,367 | -2,945,662 | $84.8M | -$217.7M | -63.3% |
| Sculptor Capital LP | 30,000 | -3,292,068 | $1.5M | -$214.4M | -99.1% |
| WELLS FARGO & COMPANY/MN | 7,079,262 | -1,362,001 | $351.5M | -$197.2M | -16.1% |
| JPMORGAN CHASE & CO | 3,027,614 | -2,256,576 | $150.3M | -$193.2M | -42.7% |
| Jain Global LLC | 1,082,744 | -2,565,334 | $53.8M | -$183.4M | -70.3% |
| HARVARD MANAGEMENT CO INC | 5,353,612 | -1,460,000 | $265.8M | -$177.1M | -21.4% |
| Capula Management Ltd | 9,481,233 | -676 | $470.7M | -$145.6M | 0.0% |
| BARCLAYS PLC | 6,440,858 | -1,739,383 | $394.2M | -$137.5M | -21.3% |
| Tidal Investments LLC | 3,951,114 | -1,087,960 | $196.2M | -$131.4M | -21.6% |
| Graham Capital Management, L.P. | 3,709,555 | -980,457 | $184.2M | -$120.7M | -20.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 4,530,100 | -673,700 | $224.9M | -$113.3M | -12.9% |
| TUDOR INVESTMENT CORP ET AL | 2,219,023 | -1,112,299 | $110.2M | -$106.4M | -33.4% |
| Trans-Canada Capital Inc. | 528,900 | -1,362,901 | $26.3M | -$96.7M | -72.0% |
| Alpine Fox Capital LLC | 827,500 | -957,100 | $41.1M | -$74.9M | -53.6% |
| Elequin Capital, LP | 157,955 | -853,728 | $7.8M | -$57.9M | -84.4% |
| Cerity Partners LLC | 1,154,677 | -416,880 | $57.3M | -$44.8M | -26.5% |
| Walleye Capital LLC | 1,259,640 | -365,281 | $62.5M | -$43.1M | -22.5% |
| CORRECT CAPITAL WEALTH MANAGEMENT | 7,364 | -649,888 | $365.6K | -$42.4M | -98.9% |
| Squarepoint Ops LLC | 424,963 | -506,491 | $21.1M | -$39.4M | -54.4% |
| WOLVERINE ASSET MANAGEMENT LLC | 50,350 | -503,340 | $2.5M | -$33.5M | -90.9% |
| Hunting Hill Global Capital, LLC | 20,000 | -495,169 | $993.0K | -$32.5M | -96.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 614,300 | -20,965 | $30.5M | +$30.5M | -3.3% |
| BlueCrest Capital Management Ltd | 461,000 | -339,000 | $22.9M | -$29.1M | -42.4% |
| CAPTRUST FINANCIAL ADVISORS | 334,673 | -357,057 | $16.6M | -$28.3M | -51.6% |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,787,571 | 0 | $88.8M | -$27.4M | 0.0% |
| Cresset Asset Management, LLC | 986,705 | -184,595 | $49.0M | -$27.1M | -15.8% |
| Paragon Advisors, LLC | 133,016 | -360,288 | $6.6M | -$25.5M | -73.0% |
| SIH Partners, LLLP | 84,509 | -294,876 | $4.2M | -$20.5M | -77.7% |
| Massar Capital Management, LP | 52,696 | -303,849 | $2.6M | -$20.5M | -85.2% |
| ARISTEIA CAPITAL, L.L.C. | 12,800 | -310,098 | $635.5K | -$20.4M | -96.0% |
| Fortress Investment Group LLC | 1,325,000 | 0 | $65.8M | -$20.3M | 0.0% |
| JOURNEY STRATEGIC WEALTH LLC | 5,344 | -288,777 | $265.3K | -$18.9M | -98.2% |
| Ovata Capital Management Ltd | 1,142,805 | 0 | $56.6M | -$17.4M | 0.0% |
| Atlatl Advisers LLC | 33,446 | -244,850 | $1.7M | -$16.4M | -88.0% |
| Q Fund Management (Hong Kong) Ltd | 52,000 | -237,947 | $2.6M | -$16.3M | -82.1% |
| HighTower Advisors, LLC | 858,078 | -49,686 | $42.6M | -$16.1M | -5.5% |
| PNC Financial Services Group, Inc. | 523,235 | -119,111 | $26.0M | -$15.8M | -18.5% |
| Waratah Capital Advisors Ltd. | 85,100 | -218,929 | $4.2M | -$15.5M | -72.0% |
| KALEIDOSCOPE CAPITAL LP | 527,752 | -112,552 | $26.2M | -$15.4M | -17.6% |
| Synergy Asset Management, LLC | 6,476 | -238,666 | $321.5K | -$15.0M | -97.3% |
| J. Goldman & Co LP | 60,000 | -206,000 | $3.0M | -$14.3M | -77.4% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 796,863 | -30,038 | $39.6M | -$14.2M | -3.6% |
| IvyRock Asset Management (HK) Ltd | 248,900 | -156,600 | $12.4M | -$14.0M | -38.6% |
| Jefferies Financial Group Inc. | 668,881 | -52,357 | $33.2M | -$13.7M | -7.3% |
| Proficio Capital Partners LLC | 235,954 | -145,641 | $11.7M | -$13.1M | -38.2% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 50,903 | -168,845 | $2.5M | -$12.4M | -76.8% |
| Ardmore Road Asset Management LP | 279,219 | -120,781 | $13.9M | -$12.1M | -30.2% |
| Pilgrim Partners Asia Pte Ltd | 518,300 | -54,417 | $25.7M | -$11.5M | -9.5% |
| NewEdge Advisors, LLC | 447,004 | -296,990 | $21.2M | -$10.5M | -39.9% |
| ALLEN OPERATIONS LLC | 670,200 | 0 | $33.3M | -$10.3M | 0.0% |
| SIMPLEX TRADING, LLC | 202,920 | -1,325,695 | $10.1M | +$10.0M | -86.7% |
| Ausdal Financial Partners, Inc. | 61,577 | -134,562 | $3.1M | -$9.7M | -68.6% |
| Summit Financial, LLC | 264,580 | -85,010 | $13.1M | -$9.6M | -24.3% |
| Financial Sense Advisors, Inc. | 502,413 | -28,642 | $24.9M | -$9.6M | -5.4% |
| Aristides Capital LLC | 320,713 | -66,441 | $15.9M | -$9.2M | -17.2% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 6,825 | -135,175 | $338.9K | -$8.9M | -95.2% |
| Creative Planning | 451,589 | -25,492 | $22.4M | -$8.6M | -5.3% |
| SYON CAPITAL LLC | 227,602 | -71,575 | $11.3M | -$8.1M | -23.9% |
| SIG BROKERAGE, LP | 82,522 | -97,944 | $4.1M | -$7.6M | -54.3% |
| Marcho Partners LLP | 389,550 | -25,000 | $19.3M | -$7.6M | -6.0% |
| Magnus Financial Group LLC | 307,817 | -40,146 | $15.3M | -$7.3M | -11.5% |
| Arkadios Wealth Advisors | 122,774 | -82,019 | $6.1M | -$7.2M | -40.0% |
| FFG Partners, LLC | 101,325 | -81,232 | $5.0M | -$6.8M | -44.5% |
| Palumbo Wealth Management LLC | 50,616 | -91,431 | $2.5M | -$6.7M | -64.4% |
| Integrated Wealth Concepts LLC | 104,886 | -75,687 | $5.2M | -$6.5M | -41.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 175,000 | -56,638 | $8.7M | -$6.4M | -24.4% |
| Fiduciary Alliance LLC | 321,312 | -20,336 | $16.0M | -$6.3M | -6.0% |
| SCOGGIN MANAGEMENT LP | 300,000 | -25,000 | $14.9M | -$6.2M | -7.7% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 398,510 | 0 | $19.8M | -$6.1M | 0.0% |
| Encompass More Asset Management | 387,975 | -1,783 | $19.3M | -$6.1M | -0.5% |
| Permian Investment Partners, LP | 58,407 | -78,593 | $2.9M | -$6.0M | -57.4% |
| Quinn Opportunity Partners LLC | 89,600 | -70,400 | $4.4M | -$6.0M | -44.0% |
| INSIGNEO ADVISORY SERVICES, LLC | 230,203 | -36,005 | $11.4M | -$5.9M | -13.5% |
| HUNTINGTON NATIONAL BANK | 22,961 | -84,448 | $1.1M | -$5.8M | -78.6% |
| Spire Wealth Management | 10,941 | -87,272 | $543.2K | -$5.8M | -88.8% |
| SCS Capital Management LLC | 56,317 | -71,366 | $2.8M | -$5.5M | -55.9% |
| Fountainhead AM, LLC | 5,032 | -83,357 | $249.8K | -$5.5M | -94.3% |
| Jump Financial, LLC | 41,507 | -72,626 | $2.1M | -$5.4M | -63.6% |
| COATUE MANAGEMENT LLC | 67,226 | -65,414 | $3.3M | -$5.3M | -49.3% |
| All-Stars Investment Ltd | 341,000 | 0 | $16.9M | -$5.2M | 0.0% |
| Global Retirement Partners, LLC | 258,804 | -11,880 | $12.8M | -$4.7M | -4.4% |
| Lansing Street Advisors | 36,746 | -64,083 | $1.8M | -$4.7M | -63.5% |
| Advisory Services Network, LLC | 145,909 | -36,628 | $7.2M | -$4.6M | -20.1% |
| NTV Asset Management LLC | 214,261 | -18,162 | $10.6M | -$4.5M | -7.8% |
| Advyzon Investment Management, LLC | 23,188 | -62,779 | $1.2M | -$4.4M | -73.0% |
| Pekin Hardy Strauss, Inc. | 208,951 | -18,007 | $10.4M | -$4.4M | -7.9% |
| Pathstone Holdings, LLC | 140,551 | -37,465 | $5.8M | -$4.3M | -21.0% |
| Evolution Wealth Advisors, LLC | 148,686 | -28,636 | $7.4M | -$4.1M | -16.1% |
| Tactive Advisors, LLC | 87,761 | -41,033 | $4.4M | -$4.0M | -31.9% |
| Bienville Capital Management, LLC | 157,216 | -24,560 | $7.8M | -$4.0M | -13.5% |
| AKUNA SECURITIES LLC | 38,926 | -52,084 | $1.9M | -$4.0M | -57.2% |
| Brookstone Capital Management | 155,708 | -23,728 | $7.7M | -$3.9M | -13.2% |
| StoneX Group Inc. | 30,998 | -51,478 | $1.5M | -$3.8M | -62.4% |
| Glaxis Capital Management, LLC | 4,300 | -54,000 | $213.5K | -$3.6M | -92.6% |
| Main Street Research LLC | 179,540 | -11,302 | $8.9M | -$3.5M | -5.9% |
| CSS LLC/IL | 112,234 | -26,846 | $5.6M | -$3.5M | -19.3% |
| SkyBridge Capital II, LLC | 209,599 | -1,800 | $10.4M | -$3.3M | -0.8% |
| Brown University | 212,500 | 0 | $10.6M | -$3.3M | 0.0% |
| Summit Trail Advisors, LLC | 22,557 | -43,728 | $1.1M | -$3.2M | -66.0% |
| Focus Partners Advisor Solutions, LLC | 16,626 | -46,592 | $825.5K | -$3.1M | -73.7% |
| Maridea Wealth Management LLC | 43,009 | -38,089 | $2.1M | -$3.0M | -47.0% |
| Park Edge Advisors, LLC | 31,535 | -36,346 | $1.6M | -$2.8M | -53.5% |
| TLT Family Holdco ULC | 180,000 | 0 | $8.9M | -$2.8M | 0.0% |
| Requisite Capital Management, LLC | 85,353 | -20,155 | $4.2M | -$2.6M | -19.1% |
| BRIDGER MANAGEMENT, LLC | 83,119 | -20,500 | $4.1M | -$2.6M | -19.8% |
| Maytree Asset Management Ltd | 119,495 | -11,684 | $5.9M | -$2.6M | -8.9% |
| QTR Family Wealth, LLC | 91,974 | -2,704 | $3.6M | -$2.6M | -2.9% |
| Bosman Wealth Management, LLC | 86,337 | -17,422 | $4.3M | -$2.5M | -16.8% |
| TOTAL INVESTMENT MANAGEMENT INC | 72,318 | -20,052 | $3.6M | -$2.4M | -21.7% |
| Concentrum Wealth Management | 127,275 | -6,595 | $6.3M | -$2.4M | -4.9% |
| Ethos Financial Group, LLC | 29,524 | -28,523 | $1.5M | -$2.3M | -49.1% |
| Solstein Capital, LLC | 31,033 | -28,148 | $1.5M | -$2.3M | -47.6% |
| Foundation Wealth Management, LLC | 75,629 | -17,292 | $3.8M | -$2.3M | -18.6% |
| VestGen Advisors, LLC | 111,920 | -8,106 | $5.6M | -$2.2M | -6.8% |
| Sovran Advisors, LLC | 320,559 | -3,182 | $17.3M | -$2.2M | -1.0% |
| Simplicity Wealth,LLC | 69,272 | -18,093 | $3.4M | -$2.2M | -20.7% |
| Pettinga Financial Advisors LLC | 119,627 | -5,592 | $5.9M | -$2.2M | -4.5% |
| K.J. Harrison & Partners Inc | 4,628 | -30,600 | $229.8K | -$2.2M | -86.9% |
| TRANSCEND CAPITAL ADVISORS, LLC | 90,062 | -11,961 | $4.5M | -$2.2M | -11.7% |
| TORNO CAPITAL, LLC | 138,000 | 0 | $6.9M | -$2.1M | 0.0% |
| Royal Harbor Partners, LLC | 28,880 | -25,287 | $1.4M | -$2.1M | -46.7% |
| Compagnie Lombard Odier SCmA | 60,028 | -17,006 | $3.0M | -$2.0M | -22.1% |
| Steward Partners Investment Advisory, LLC | 89,271 | -9,540 | $4.4M | -$2.0M | -9.7% |
| Bank of New York Mellon Corp | 116,210 | -2,575 | $5.8M | -$2.0M | -2.2% |
| BROWN ADVISORY INC | 88,557 | -8,760 | $4.4M | -$1.9M | -9.0% |
| Riverview Capital Advisers, LLC | 6,165 | -27,783 | $306.1K | -$1.9M | -81.8% |
| Kovitz Investment Group Partners, LLC | 7,889 | -26,980 | $391.7K | -$1.9M | -77.4% |
| Integrated Advisors Network LLC | 40,950 | -18,403 | $2.0M | -$1.8M | -31.0% |
| Strategic Family Wealth Counselors, L.L.C. | 7,232 | -26,131 | $367.1K | -$1.8M | -78.3% |
| Cercano Management LLC | 117,140 | 0 | $5.8M | -$1.8M | 0.0% |
| Royal Bank of Canada | 65,529 | -31,417 | $3.3M | -$1.8M | -32.4% |
| BEARING POINT CAPITAL, LLC | 18,770 | -22,976 | $931.9K | -$1.8M | -55.0% |
| Belpointe Asset Management LLC | 36,855 | -18,637 | $1.8M | -$1.8M | -33.6% |
| Newbridge Financial Services Group, Inc. | 50,348 | -15,168 | $2.5M | -$1.8M | -23.1% |
| Cassaday & Co Wealth Management LLC | 7,547 | -24,362 | $374.7K | -$1.7M | -76.3% |
| Rakuten Group, Inc. | 109,918 | 0 | $5.5M | -$1.7M | 0.0% |
| Marathon Trading Investment Management LLC | 90,900 | -4,067 | $4.5M | -$1.7M | -4.3% |
| Red Door Wealth Management, LLC | 81,751 | -5,267 | $4.1M | -$1.6M | -6.0% |
| Astra Wealth Partners LLC | 19,488 | -19,488 | $967.6K | -$1.6M | -50.0% |
| Stratos Wealth Advisors, LLC | 91,475 | -1,637 | $4.5M | -$1.5M | -1.8% |
| Nokomis Capital, L.L.C. | 6,000 | -21,800 | $297.9K | -$1.5M | -78.4% |
| Aragon Global Management, LP | 18,600 | -18,600 | $923.5K | -$1.5M | -50.0% |
| Mill Creek Capital Advisors, LLC | 78,586 | -4,244 | $3.9M | -$1.5M | -5.1% |
| Ackerman Capital Advisors, LLC | 17,132 | -18,137 | $850.6K | -$1.4M | -51.4% |
| Aprio Wealth Management, LLC | 53,195 | -8,967 | $2.6M | -$1.4M | -14.4% |
| RIVERSEDGE ADVISORS, LLC | 42,951 | -9,996 | $2.1M | -$1.3M | -18.9% |
| Coastal Bridge Advisors, LLC | 20,483 | -14,647 | $1.0M | -$1.3M | -41.7% |
| Stratos Wealth Partners, LTD. | 80,123 | -457 | $4.0M | -$1.3M | -0.6% |
| Cambridge Financial Group, LLC | 6,065 | -18,012 | $305.6K | -$1.3M | -74.8% |
| FWG Holdings, LLC | 11,359 | -17,214 | $539.4K | -$1.3M | -60.2% |
| McElhenny Sheffield Capital Management, LLC | 9,874 | -16,218 | $490.2K | -$1.2M | -62.1% |
| Momentum Wealth Planning, LLC | 7,761 | -15,789 | $385.3K | -$1.1M | -67.0% |
| Catalyst Funds Management Pty Ltd | 73,990 | 0 | $3.7M | -$1.1M | 0.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 16,542 | -13,493 | $821.3K | -$1.1M | -44.9% |
| Exit Wealth Advisors, LLC. | 7,142 | -15,679 | $354.6K | -$1.1M | -68.7% |
| Gemmer Asset Management LLC | 10,420 | -14,821 | $517.4K | -$1.1M | -58.7% |
| Tarbox Family Office, Inc. | 20,149 | -12,439 | $1.0M | -$1.1M | -38.2% |
| J.W. COLE ADVISORS, INC. | 48,455 | -1,549 | $2.2M | -$1.1M | -3.1% |
| Calamos Wealth Management LLC | 41,236 | -8,022 | $2.1M | -$1.1M | -16.3% |
| HGC Investment Management Inc. | 34,606 | -8,330 | $1.7M | -$1.1M | -19.4% |
| Kingstone Capital Partners Texas, LLC | 63,567 | -1,357 | $3.2M | -$1.1M | -2.1% |
| Baring Financial LLC | 58,826 | -2,298 | $2.9M | -$1.1M | -3.8% |
| Alpha Cubed Investments, LLC | 10,428 | -13,550 | $517.8K | -$1.0M | -56.5% |
| True North Advisors, LLC | 34,890 | -7,599 | $1.7M | -$1.0M | -17.9% |
| FORTRESS PRIVATE LEDGER, LLC | 46,362 | -4,812 | $2.3M | -$1.0M | -9.4% |
| Savant Capital, LLC | 43,208 | -5,340 | $2.1M | -$1.0M | -11.0% |
| Resurgent Financial Advisors LLC | 25,130 | -9,189 | $1.2M | -$983.0K | -26.8% |
| Fairbanks Capital Management, Inc. | 63,433 | -60 | $3.1M | -$977.6K | -0.1% |
| Telligent Fund, LP | 62,000 | 0 | $3.1M | -$951.7K | 0.0% |
| Banco BTG Pactual S.A. | 30,303 | -7,431 | $1.5M | -$948.2K | -19.7% |
| FIRST UNITED BANK & TRUST | 4,419 | -13,410 | $219.4K | -$939.5K | -75.2% |
| Modern Wealth Management, LLC | 23,767 | -9,584 | $1.2M | -$937.7K | -28.7% |
| LCM Capital Management Inc | 7,820 | -12,460 | $388.3K | -$929.9K | -61.4% |
| AlphaCore Capital LLC | 26,617 | -7,806 | $1.3M | -$916.0K | -22.7% |
| BASSO CAPITAL MANAGEMENT, L.P. | 57,685 | -430 | $2.9M | -$913.4K | -0.7% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 54,974 | -714 | $2.7M | -$890.3K | -1.3% |
| Objective Capital Management, LLC | 24,556 | -7,868 | $1.2M | -$888.4K | -24.3% |
| AVAII WEALTH MANAGEMENT, LLC | 10,550 | -11,092 | $523.8K | -$882.9K | -51.3% |
| RIK SAYLOR FINANCIAL, INC. | 36,595 | -4,679 | $1.8M | -$865.9K | -11.3% |
| Wealth Management Associates, Inc. | 30,577 | -5,890 | $1.5M | -$852.2K | -16.1% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 7,270 | -11,206 | $361.0K | -$840.0K | -60.6% |
| SANDERS MORRIS HARRIS LLC | 11,726 | -10,006 | $581.7K | -$830.9K | -46.0% |
| Ashton Thomas Private Wealth, LLC | 24,083 | -6,948 | $1.2M | -$821.3K | -22.4% |
| Ewing Morris & Co. Investment Partners Ltd. | 43,235 | -2,828 | $2.2M | -$821.2K | -6.1% |
| Austin Wealth Management, LLC | 3,913 | -12,711 | $201.6K | -$816.0K | -76.5% |
| GRIFFIN ASSET MANAGEMENT, INC. | 22,464 | -7,235 | $1.1M | -$815.1K | -24.4% |
| Turim 21 Investimentos Ltda. | 28,898 | -5,705 | $1.4M | -$814.4K | -16.5% |
| United Advisor Group, LLC | 23,229 | -6,977 | $1.2M | -$810.1K | -23.1% |
| WEALTH ALLIANCE, LLC | 14,821 | -8,902 | $735.9K | -$806.1K | -37.5% |
| SIGNATUREFD, LLC | 22,747 | -6,773 | $1.1M | -$789.4K | -22.9% |
| Tempus Wealth Planning, LLC | 9,081 | -9,944 | $450.9K | -$785.8K | -52.3% |
| NEW WAVE WEALTH ADVISORS LLC | 7,130 | -10,378 | $364.9K | -$773.2K | -59.3% |
| COMERICA BANK | 25,688 | -5,779 | $1.3M | -$769.9K | -18.4% |
| READYSTATE ASSET MANAGEMENT LP | 50,000 | 0 | $2.5M | -$767.5K | 0.0% |
| Edenbrook Capital, LLC | 50,000 | 0 | $2.5M | -$767.5K | 0.0% |
| DIMENSION CAPITAL MANAGEMENT LLC | 21,168 | -6,699 | $1.1M | -$760.4K | -24.0% |
| ROTHSCHILD INVESTMENT LLC | 49,196 | -65 | $2.4M | -$759.4K | -0.1% |
| B. Riley Wealth Advisors, Inc. | 27,174 | -64,539 | $1.3M | -$751.1K | -70.4% |
| NVWM, LLC | 12,183 | -8,539 | $604.9K | -$742.0K | -41.2% |
| J.Safra Asset Management Corp | 14,414 | -11,364 | $715.7K | -$737.7K | -44.1% |
| Platform Technology Partners | 31,685 | -3,797 | $1.6M | -$733.2K | -10.7% |
| Whalen Wealth Management Inc. | 7,978 | -9,335 | $396.1K | -$729.2K | -53.9% |
| HOWLAND CAPITAL MANAGEMENT LLC | 4,585 | -10,134 | $227.6K | -$729.1K | -68.8% |
| WealthShield Partners, LLC | 33,290 | -3,329 | $1.7M | -$727.4K | -9.1% |
| Elyxium Wealth, LLC | 1,449 | -10,624 | $72.0K | -$712.8K | -88.0% |
| Heritage Investment Group, Inc. | 11,863 | -8,017 | $589.0K | -$703.2K | -40.3% |
| Armbruster Capital Management, Inc. | 5,843 | -9,395 | $290.1K | -$700.4K | -61.6% |
| Diversified Trust Co | 15,238 | -7,106 | $756.6K | -$695.8K | -31.8% |
| CALIFORNIA FIRST LEASING CORP | 45,000 | 0 | $2.2M | -$690.8K | 0.0% |
| Cadence Bank | 10,408 | -8,095 | $516.8K | -$685.9K | -43.7% |
| AdvisorNet Financial, Inc | 6,638 | -8,937 | $329.6K | -$682.8K | -57.4% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,924 | -4,575 | $1.2M | -$679.9K | -15.5% |
| Wilmar Advisors LLC | 6,000 | -9,000 | $297.9K | -$677.1K | -60.0% |
| SeaCrest Wealth Management, LLC | 33,366 | -205 | $1.7M | -$632.3K | -0.6% |
| Sterling Investment Advisors, Ltd. | 36,386 | -844 | $1.8M | -$613.4K | -2.3% |
| Black Swift Group, LLC | 13,300 | -6,250 | $660.3K | -$610.4K | -32.0% |
| Forefront Wealth Partners, LLC | 6,886 | -7,731 | $341.9K | -$608.2K | -52.9% |
| Intrua Financial, LLC | 19,183 | -4,811 | $952.4K | -$607.2K | -20.1% |
| City State Bank | 5,250 | -8,040 | $260.7K | -$603.2K | -60.5% |
| Evergreen Quality Fund GP, Ltd. | 38,322 | 0 | $1.9M | -$588.2K | 0.0% |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 37,476 | 0 | $1.9M | -$575.3K | 0.0% |
| Stonehage Fleming Financial Services Holdings Ltd | 11,944 | -5,990 | $593.0K | -$572.7K | -33.4% |
| Mirador Capital Partners LP | 32,003 | -1,190 | $1.6M | -$568.6K | -3.6% |
| CARY STREET PARTNERS FINANCIAL LLC | 35,325 | -241 | $1.8M | -$557.9K | -0.7% |
| Copia Wealth Management | 30,894 | -1,227 | $1.5M | -$554.0K | -3.8% |
| WEST MICHIGAN ADVISORS, LLC | 18,687 | -4,078 | $927.8K | -$551.9K | -17.9% |
| Amtrust Financial Services, Inc. | 35,000 | 0 | $1.7M | -$537.3K | 0.0% |
| Quaker Wealth Management, LLC | 2,724 | -7,532 | $135.2K | -$531.4K | -73.4% |
| Fermata Advisors, LLC | 31,859 | -604 | $1.6M | -$528.3K | -1.9% |
| HBK Sorce Advisory LLC | 17,002 | -1,912 | $674.6K | -$520.2K | -10.1% |
| Sound View Wealth Advisors Group, LLC | 22,780 | -2,581 | $1.1M | -$517.4K | -10.2% |
| PATTEN & PATTEN INC/TN | 26,666 | -1,652 | $1.3M | -$516.7K | -5.8% |
| Modera Wealth Management, LLC | 15,135 | -4,357 | $751.5K | -$515.5K | -22.4% |
| Garden State Investment Advisory Services LLC | 10,693 | -5,087 | $530.9K | -$494.8K | -32.2% |
| Koshinski Asset Management, Inc. | 12,156 | -4,663 | $603.5K | -$489.7K | -27.7% |
| BlackDiamond Wealth Management, LLC | 16,034 | -1,231 | $643.1K | -$479.1K | -7.1% |
| Family Office Research LLC | 4,401 | -6,250 | $217.3K | -$475.0K | -58.7% |
| Wilmington Savings Fund Society, FSB | 18,628 | -2,882 | $924.9K | -$473.3K | -13.4% |
| First National Trust Co | 27,752 | -710 | $1.4M | -$472.1K | -2.5% |
| WP Advisors, LLC | 7,152 | -5,503 | $355.1K | -$467.5K | -43.5% |
| VISTA FINANCE, LLC | 29,885 | 0 | $1.5M | -$458.7K | 0.0% |
| Maia Wealth LLC | 16,934 | -1,062 | $627.4K | -$455.8K | -5.9% |
| SPRENG CAPITAL MANAGEMENT, INC. | 11,002 | -4,320 | $546.2K | -$449.7K | -28.2% |
| Seelaus Asset Management LLC | 5,519 | -5,519 | $274.0K | -$443.5K | -50.0% |
| Key Client Fiduciary Advisors, LLC | 18,383 | -2,425 | $912.7K | -$439.8K | -11.7% |
| Strategic Blueprint, LLC | 15,601 | -2,894 | $774.6K | -$427.6K | -15.6% |
| Wellington Shields Capital Management, LLC | 24,243 | -767 | $1.2M | -$422.0K | -3.1% |
| Gibson Capital, LLC | 20,964 | -1,496 | $1.0M | -$419.0K | -6.7% |
| SJS Investment Consulting Inc. | 7,379 | -4,571 | $366.4K | -$410.4K | -38.3% |
| Bedell Frazier Investment Counselling, LLC | 20,114 | -1,492 | $998.7K | -$405.7K | -6.9% |
| Hamilton Wealth, LLC | 19,386 | -4,905 | $962.5K | -$399.8K | -20.2% |
| CHESAPEAKE CAPITAL CORP /IL/ | 10,962 | -3,497 | $544.3K | -$395.6K | -24.2% |
| Archer Investment Corp | 24,706 | -247 | $1.2M | -$395.3K | -1.0% |
| Perennial Investment Advisors, LLC | 22,707 | -663 | $1.1M | -$391.6K | -2.8% |
| Delta Investment Management, LLC | 22,173 | -486 | $1.1M | -$371.9K | -2.1% |
| TRED AVON FAMILY WEALTH, LLC | 24,042 | 0 | $1.2M | -$369.0K | 0.0% |
| THOMPSON DAVIS & CO., INC. | 12,922 | -2,600 | $641.6K | -$367.4K | -16.8% |
| Fortis Capital Management LLC | 7,766 | -3,817 | $385.6K | -$367.3K | -33.0% |
| ALERUS FINANCIAL NA | 148 | -5,593 | $7.3K | -$365.8K | -97.4% |
| BlueChip Wealth Advisors LLC | 22,622 | -235 | $1.1M | -$362.5K | -1.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,808 | -1,521 | $834.5K | -$356.9K | -8.3% |
| GTS SECURITIES LLC | 11,467 | -2,753 | $569.3K | -$355.0K | -19.4% |
| Caitlin John, LLC | 613 | -5,280 | $30.4K | -$352.6K | -89.6% |
| Claro Advisors LLC | 12,015 | -2,564 | $596.5K | -$351.1K | -17.6% |
| Fiduciary Planning LLC | 20,385 | -541 | $1.0M | -$348.1K | -2.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 19,548 | -729 | $970.6K | -$347.4K | -3.6% |
| SFI Advisors, LLC | 8,493 | -3,314 | $421.7K | -$345.8K | -28.1% |
| STIFEL FINANCIAL CORP | 14,390 | -1,850 | $714.4K | -$341.1K | -11.4% |
| Crystal Rock Capital Management | 15,775 | -1,375 | $783.2K | -$331.5K | -8.0% |
| Mesirow Financial Investment Management, Inc. | 5,014 | -3,896 | $248.9K | -$330.2K | -43.7% |
| Three Magnolias Financial Advisors, LLC | 5,150 | -4,000 | $255.7K | -$325.0K | -43.7% |
| FISCHER INVESTMENT STRATEGIES, LLC | 9,332 | -2,765 | $463.3K | -$323.0K | -22.9% |
| Regency Capital Management Inc.\DE | 4,410 | -3,850 | $219.0K | -$317.9K | -46.6% |
| Clientfirst Wealth Management, LLC | 15,890 | -1,130 | $788.9K | -$317.4K | -6.6% |
| BECKER CAPITAL MANAGEMENT INC | 20,590 | 0 | $1.0M | -$316.1K | 0.0% |
| HUB Investment Partners, LLC | 15,875 | -1,111 | $788.2K | -$315.9K | -6.5% |
| New Vernon Capital Holdings II LLC | 8,858 | -2,553 | $439.8K | -$301.9K | -22.4% |
| Caprock Group, LLC | 25,000 | 0 | $1.2M | -$294.8K | 0.0% |
| Vantage Investment Partners, LLC | 19,132 | 0 | $949.9K | -$293.7K | 0.0% |
| Sloy Dahl & Holst, LLC | 18,828 | 0 | $934.8K | -$289.0K | 0.0% |
| PITTENGER & ANDERSON INC | 2,111 | -3,910 | $104.8K | -$286.6K | -64.9% |
| Galvin, Gaustad & Stein, LLC | 10,498 | -1,882 | $521.2K | -$283.5K | -15.2% |
| Canton Hathaway, LLC | 10,000 | -1,950 | $496.5K | -$280.5K | -16.3% |
| BRAVE ASSET MANAGEMENT INC | 9,168 | -2,101 | $455.2K | -$277.3K | -18.6% |
| JMG Financial Group, Ltd. | 5,340 | -2,986 | $265.1K | -$276.1K | -35.9% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 8,998 | -2,110 | $446.8K | -$275.3K | -19.0% |
| Quantum Portfolio Management LLC | 4,731 | -3,095 | $234.9K | -$273.8K | -39.5% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 11,737 | -1,313 | $597.9K | -$272.2K | -10.1% |
| ORG Partners LLC | 13,836 | -876 | $686.9K | -$269.3K | -6.0% |
| B & T Capital Management DBA Alpha Capital Management | 17,031 | -107 | $845.6K | -$268.4K | -0.6% |
| Insight Advisors, LLC/ PA | 15,403 | -476 | $764.8K | -$267.4K | -3.0% |
| 1776 Wealth LLC | 17,335 | 0 | $860.7K | -$266.1K | 0.0% |
| LEVIN CAPITAL STRATEGIES, L.P. | 5,767 | -2,726 | $286.3K | -$265.7K | -32.1% |
| Glassman Wealth Services | 17,282 | 0 | $858.1K | -$265.3K | 0.0% |
| LITTLE HOUSE CAPITAL LLC | 14,647 | -606 | $727.2K | -$264.2K | -4.0% |
| MRA Advisory Group | 4,622 | -2,912 | $229.5K | -$260.2K | -38.6% |
| Flaharty Asset Management, LLC | 10,313 | -2,262 | $512.0K | -$257.7K | -18.0% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11,574 | -1,153 | $574.6K | -$252.6K | -9.1% |
| CHILTON CAPITAL MANAGEMENT LLC | 16,152 | 0 | $801.9K | -$247.9K | 0.0% |
| Nan Fung Group Holdings Ltd | 15,968 | 0 | $792.8K | -$245.1K | 0.0% |
| SAXON INTERESTS, INC. | 10,149 | -1,983 | $503.9K | -$241.5K | -16.3% |
| National Wealth Management Group, LLC | 13,823 | -398 | $686.3K | -$238.1K | -2.8% |
| Brooklands Fund Management Ltd | 13,500 | 0 | $641.1K | -$236.4K | 0.0% |
| SFG Wealth Management, LLC. | 5,713 | -2,254 | $283.7K | -$234.2K | -28.3% |
| Redhawk Wealth Advisors, Inc. | 5,525 | -2,275 | $274.3K | -$232.7K | -29.2% |
| Kagan Cocozza Asset Management | 14,486 | -154 | $719.2K | -$232.4K | -1.1% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6,563 | -2,008 | $325.9K | -$231.3K | -23.4% |
| MBE Wealth Management, LLC | 6,582 | -1,946 | $326.8K | -$227.5K | -22.8% |
| AWM CAPITAL, LLC | 14,474 | -32 | $718.6K | -$224.3K | -0.2% |
| Blackhawk Capital Partners LLC. | 12,417 | -512 | $616.5K | -$223.9K | -4.0% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 12,900 | -375 | $640.5K | -$222.4K | -2.8% |
| OAKWORTH CAPITAL, INC. | 8,078 | -1,447 | $401.1K | -$218.1K | -15.2% |
| Cascade Financial Partners, LLC | 6,064 | -1,903 | $301.1K | -$216.8K | -23.9% |
| CCM INVESTMENT ADVISERS LLC | 13,885 | 0 | $689.4K | -$213.1K | 0.0% |
| MAGNOLIA CAPITAL ADVISORS LLC | 8,760 | -1,159 | $434.9K | -$209.8K | -11.7% |
| Wealth Management Partners, LLC | 6,546 | -1,677 | $325.0K | -$209.5K | -20.4% |
| Vivaldi Capital Management LP | 4,256 | -2,083 | $211.3K | -$200.7K | -32.9% |
| Walkner Condon Financial Advisors LLC | 12,708 | -68 | $631.0K | -$199.5K | -0.5% |
| Plancorp, LLC | 10,212 | -655 | $507.0K | -$199.3K | -6.0% |
| MSH Capital Advisors LLC | 5,787 | -1,672 | $287.3K | -$197.5K | -22.4% |
| Salomon & Ludwin, LLC | 7,004 | -1,169 | $374.4K | -$196.1K | -14.3% |
| Clay Northam Wealth Management, LLC | 12,755 | 0 | $633.3K | -$195.8K | 0.0% |
| Cannon Global Investment Management, LLC | 10,600 | -500 | $526.3K | -$195.2K | -4.5% |
| TIAA TRUST, NATIONAL ASSOCIATION | 9,977 | -645 | $495.4K | -$195.1K | -6.1% |
| Legacy Wealth Managment, LLC/ID | 11,047 | -331 | $548.5K | -$191.1K | -2.9% |
| Teamwork Financial Advisors, LLC | 11,392 | -202 | $565.6K | -$188.0K | -1.7% |
| VICUS CAPITAL | 8,065 | -986 | $400.4K | -$187.9K | -10.9% |
| Compass Financial Services Inc | 1,025 | -2,551 | $50.9K | -$181.5K | -71.3% |
| FARMERS TRUST CO | 7,893 | -885 | $391.9K | -$178.7K | -10.1% |
| Institute for Wealth Management, LLC. | 6,614 | -1,167 | $328.4K | -$177.4K | -15.0% |
| Fortis Capital Advisors, LLC | 5,417 | -1,435 | $269.0K | -$176.4K | -20.9% |
| Millington Financial Advisors, LLC | 6,719 | 0 | $266.6K | -$175.6K | 0.0% |
| DMC Group, LLC | 4,147 | -1,688 | $205.9K | -$173.4K | -28.9% |
| Black Diamond Financial, LLC | 8,879 | -570 | $440.8K | -$173.3K | -6.0% |
| ACCESS FINANCIAL SERVICES, INC. | 5,760 | -1,297 | $286.0K | -$172.7K | -18.4% |
| Ferguson Shapiro LLC | 11,102 | 0 | $551.2K | -$170.4K | 0.0% |
| Birch Hill Investment Advisors LLC | 11,000 | 0 | $546.1K | -$168.8K | 0.0% |
| TD Waterhouse Canada Inc. | 5,286 | -1,169 | $262.3K | -$168.8K | -18.1% |
| Wellington Shields & Co., LLC | 1,189 | -2,313 | $59.0K | -$168.6K | -66.0% |
| Cardinal Point Capital Management ULC | 6,610 | -915 | $328.2K | -$166.6K | -12.2% |
| WIT Partners Advisory Pte. Ltd. | 11,150 | 0 | $525.9K | -$162.6K | 0.0% |
| Colony Family Offices, LLC | 10,545 | 0 | $523.6K | -$161.9K | 0.0% |
| Manhattan West Asset Management, LLC | 10,496 | 0 | $521.1K | -$161.1K | 0.0% |
| Mint Tower Capital Management B.V. | 251,400 | -2,410,135 | $12.5K | -$160.5K | -90.5% |
| Global Assets Advisory, LLC | 10,310 | -15 | $511.9K | -$159.2K | -0.1% |
| FORONJY FINANCIAL LLC | 8,239 | -504 | $409.1K | -$159.2K | -5.8% |
| Beacon Financial Advisory LLC | 10,145 | -42 | $503.7K | -$158.5K | -0.4% |
| Three Bridge Wealth Advisors, LLC | 10,310 | 0 | $511.9K | -$158.3K | 0.0% |
| Pandora Wealth, Inc. | 10,260 | 0 | $509.4K | -$157.5K | 0.0% |
| Altiora Financial Group, LLC | 10,190 | 0 | $505.9K | -$156.4K | 0.0% |
| Lavaca Capital LLC | 329 | -2,300 | $16.3K | -$154.6K | -87.5% |
| MADDEN SECURITIES Corp | 10,000 | 0 | $496.5K | -$153.5K | 0.0% |
| Pacific Point Advisors, LLC | 10,000 | 0 | $496.5K | -$153.5K | 0.0% |
| Meixler Investment Management, Ltd. | 6,271 | -840 | $311.4K | -$150.9K | -11.8% |
| Schrum Private Wealth Management LLC | 7,173 | -551 | $356.2K | -$145.9K | -7.1% |
| CUTLER INVESTMENT COUNSEL LLC | 4,942 | -1,026 | $245.4K | -$142.5K | -17.2% |
| First City Capital Management, Inc. | 4,831 | -1,045 | $239.9K | -$142.1K | -17.8% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 6,262 | -691 | $310.9K | -$141.0K | -9.9% |
| ENCOMPASS WEALTH ADVISORS, LLC | 7,190 | -470 | $357.0K | -$140.9K | -6.1% |
| Orland Properties Ltd | 7,825 | -319 | $388.5K | -$140.8K | -3.9% |
| Atwater Malick LLC | 9,051 | -15 | $449.4K | -$139.9K | -0.2% |
| MidWestOne Financial Group, Inc. | 6,568 | -600 | $326.1K | -$139.8K | -8.4% |
| Verus Financial Partners, Inc. | 8,897 | 0 | $441.7K | -$136.6K | 0.0% |
| Robertson Stephens Wealth Management, LLC | 8,624 | -64 | $428.2K | -$136.5K | -0.7% |
| Steigerwald, Gordon & Koch Inc. | 600 | -1,940 | $29.8K | -$135.3K | -76.4% |
| Crew Capital Management, Ltd. | 8,234 | -72 | $408.8K | -$131.1K | -0.9% |
| Advisor OS, LLC | 4,385 | -801 | $202.8K | -$128.1K | -15.4% |
| Stone House Investment Management, LLC | 4,148 | -972 | $205.9K | -$126.9K | -19.0% |
| PUFF WEALTH MANAGEMENT, LLC | 8,975 | 0 | $457.2K | -$126.2K | 0.0% |
| Naviter Wealth, LLC | 7,495 | -170 | $372.1K | -$126.1K | -2.2% |
| M&T Bank Corp | 8,155 | 0 | $404.9K | -$125.2K | 0.0% |
| FourThought Financial Partners, LLC | 8,045 | 0 | $399.4K | -$123.5K | 0.0% |
| CFO4Life Group, LLC | 6,607 | -330 | $328.0K | -$122.9K | -4.8% |
| Princeton Global Asset Management LLC | 5,333 | -620 | $264.8K | -$122.2K | -10.4% |
| Westmount Partners, LLC | 4,736 | -617 | $235.1K | -$122.1K | -11.5% |
| Benin Management CORP | 7,210 | -80 | $358.0K | -$115.9K | -1.1% |
| MassMutual Private Wealth & Trust, FSB | 1,422 | -1,428 | $70.6K | -$114.6K | -50.1% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 7,231 | -13 | $359.0K | -$111.8K | -0.2% |
| SILVER OAK SECURITIES, INCORPORATED | 7,182 | -35 | $357.9K | -$111.2K | -0.5% |
| Matisse Capital | 4,496 | -648 | $223.2K | -$111.1K | -12.6% |
| B.O.S.S. Retirement Advisors, LLC | 4,715 | -586 | $234.1K | -$110.5K | -11.1% |
| Strategic Advocates LLC | 3,813 | -727 | $190.0K | -$105.1K | -16.0% |
| Rollins Financial Advisors, LLC | 4,448 | -551 | $220.8K | -$104.1K | -11.0% |
| HM PAYSON & CO | 2,076 | -1,176 | $103.1K | -$103.8K | -36.2% |
| UNITED BANK | 6,693 | 0 | $332.3K | -$102.7K | 0.0% |
| Retirement Planning Co of New England, Inc. | 5,347 | -298 | $265.5K | -$101.4K | -5.3% |
| XML Financial, LLC | 5,330 | -301 | $264.7K | -$101.4K | -5.3% |
| AUA CAPITAL MANAGEMENT, LLC | 6,556 | 0 | $325.5K | -$100.6K | 0.0% |
| Fifth Third Wealth Advisors LLC | 6,500 | 0 | $322.7K | -$99.8K | 0.0% |
| Thrive Wealth Management, LLC | 5,067 | -328 | $251.6K | -$99.1K | -6.1% |
| JDH Wealth Management, LLC | 6,444 | 0 | $319.9K | -$98.9K | 0.0% |
| TRUST POINT INC. | 6,344 | 0 | $315.0K | -$97.4K | 0.0% |
| Holistic Financial Partners | 6,337 | 0 | $314.6K | -$97.3K | 0.0% |
| Accurate Wealth Management, LLC | 7,291 | -60 | $373.0K | -$96.8K | -0.8% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 6,185 | 0 | $307.1K | -$94.9K | 0.0% |
| Johnson Financial Group, Inc. | 1,910 | -990 | $94.8K | -$93.7K | -34.1% |
| Wick Capital Partners, LLC | 3,676 | -3,300 | $546.4K | +$93.0K | -47.3% |
| Swisher Financial Concepts, Inc. | 4,525 | -354 | $224.7K | -$92.5K | -7.3% |
| Aft, Forsyth & Sober, LLC | 6,000 | 0 | $297.9K | -$92.1K | 0.0% |
| CIDEL ASSET MANAGEMENT INC | 5,972 | 0 | $296.5K | -$91.7K | 0.0% |
| PATTON ALBERTSON MILLER GROUP, LLC | 5,971 | 0 | $296.5K | -$91.7K | 0.0% |
| Root Financial Partners, LLC | 3,039 | -687 | $150.9K | -$91.3K | -18.4% |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 5,900 | 0 | $292.9K | -$90.6K | 0.0% |
| GPS Wealth Strategies Group, LLC | 1,073 | -1,098 | $53.3K | -$87.8K | -50.6% |
| Verdence Capital Advisors LLC | 4,490 | -262 | $222.9K | -$87.3K | -5.5% |
| 49 WEALTH MANAGEMENT, LLC | 5,565 | -10 | $276.3K | -$86.1K | -0.2% |
| Welch Group, LLC | 4,224 | -300 | $209.7K | -$84.3K | -6.6% |
| OneAscent Family Office, LLC | 5,405 | 0 | $268.4K | -$83.0K | 0.0% |
| Vawter Financial, Ltd. | 5,327 | 0 | $264.5K | -$81.8K | 0.0% |
| Purus Wealth Management, LLC | 5,195 | -23 | $257.9K | -$81.2K | -0.4% |
| ATWOOD & PALMER INC | 2,450 | -650 | $121.6K | -$79.9K | -21.0% |
| HOEY INVESTMENTS, INC | 5,095 | 0 | $253.0K | -$78.2K | 0.0% |
| Provident Wealth Management, LLC | 5,000 | 0 | $248.3K | -$76.8K | 0.0% |
| SouthState Corp | 4,983 | 0 | $247.4K | -$76.5K | 0.0% |
| L2 Asset Management, LLC | 4,968 | 0 | $246.7K | -$76.3K | 0.0% |
| Apriem Advisors | 4,944 | 0 | $245.5K | -$75.9K | 0.0% |
| Nautilus Advisors LLC | 4,854 | 0 | $241.0K | -$74.5K | 0.0% |
| FISHMAN JAY A LTD/MI | 4,735 | 0 | $235.1K | -$72.7K | 0.0% |
| LM Advisors LLC | 3,694 | -40,377 | $74.4K | +$71.6K | -91.6% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 285 | -1,000 | $14.2K | -$69.4K | -77.8% |
| EMORY UNIVERSITY | 4,450 | 0 | $220.9K | -$68.3K | 0.0% |
| Berkshire Bank | 4,366 | 0 | $216.8K | -$67.0K | 0.0% |
| TECTONIC ADVISORS LLC | 4,331 | 0 | $215.0K | -$66.5K | 0.0% |
| Mattern Wealth Management LLC | 4,306 | 0 | $213.8K | -$66.1K | 0.0% |
| Optas, LLC | 4,272 | 0 | $212.1K | -$65.6K | 0.0% |
| TOTH FINANCIAL ADVISORY CORP | 2 | -1,002 | $100 | -$65.2K | -99.8% |
| ARMSTRONG ADVISORY GROUP, INC | 4,227 | 0 | $209.9K | -$64.9K | 0.0% |
| Fusion Capital, LLC | 4,993 | 0 | $247.9K | -$63.2K | 0.0% |
| WASHINGTON GROWTH STRATEGIES LLC | 4,111 | 0 | $204.1K | -$63.1K | 0.0% |
| Concord Wealth Partners | 45 | -955 | $2.2K | -$62.8K | -95.5% |
| IMG Wealth Management, Inc. | 3,840 | 0 | $190.7K | -$58.9K | 0.0% |
| Game Plan Financial Advisors, LLC | 1,659 | -468 | $82.4K | -$55.9K | -22.0% |
| Winch Advisory Services, LLC | 3,537 | 0 | $175.6K | -$54.3K | 0.0% |
| Colonial Trust Co / SC | 3,500 | 0 | $173.8K | -$53.7K | 0.0% |
| Mechanics Financial Corp | 3,500 | 0 | $173.8K | -$53.7K | 0.0% |
| Verde Servicos Internacionais S.A. | 1,327,166 | -486,283 | $65.9K | -$52.0K | -26.8% |
| FIRST HORIZON CORP | 3,150 | 0 | $156.4K | -$48.4K | 0.0% |
| TORONTO DOMINION BANK | 3,000 | 0 | $149.0K | -$46.0K | 0.0% |
| Sound Income Strategies, LLC | 711 | -474 | $38.6K | -$42.9K | -40.0% |
| Gold Investment Management Ltd. | 2,723 | 0 | $135.2K | -$41.8K | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,095 | -370 | $54.4K | -$40.9K | -25.3% |
| LGT Financial Advisors LLC | 1,447 | -269 | $71.8K | -$39.7K | -15.7% |
| Formidable Asset Management, LLC | 22,993 | -817 | $1.5M | +$37.1K | -3.4% |
| Gen-Wealth Partners Inc | 2,310 | 0 | $114.7K | -$35.5K | 0.0% |
| Bernard Wealth Management Corp. | 2,300 | 0 | $114.2K | -$35.3K | 0.0% |
| Fairway Wealth LLC | 2,158 | 0 | $107.1K | -$33.1K | 0.0% |
| Dunhill Financial, LLC | 2,065 | 0 | $102.5K | -$31.7K | 0.0% |
| Cullen/Frost Bankers, Inc. | 2,040 | 0 | $101.3K | -$31.3K | 0.0% |
| Bruce G. Allen Investments, LLC | 2,030 | 0 | $100.8K | -$31.2K | 0.0% |
| Front Row Advisors LLC | 900 | -250 | $44.7K | -$30.1K | -21.7% |
| CAPITAL ADVISORS INC/OK | 25,090 | -3,432 | $1.2M | +$30.0K | -12.0% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,735 | 0 | $86.1K | -$26.6K | 0.0% |
| JTC Employer Solutions Trustee Ltd | 56,616 | -359,345 | $2.8K | -$24.2K | -86.4% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 942 | -150 | $46.8K | -$24.2K | -13.7% |
| Fairman Group, LLC | 1,571 | 0 | $78.0K | -$24.1K | 0.0% |
| Horizons Wealth Management | 1,553 | 0 | $77.1K | -$23.8K | 0.0% |
| ENZI WEALTH | 3,909 | 0 | $216.7K | -$23.4K | 0.0% |
| CoreCap Advisors, LLC | 198 | -300 | $9.8K | -$22.5K | -60.2% |
| BURKETT FINANCIAL SERVICES, LLC | 1,295 | 0 | $64.3K | -$19.9K | 0.0% |
| Bangor Savings Bank | 1,103 | 0 | $54.8K | -$16.9K | 0.0% |
| HighMark Wealth Management LLC | 850 | -50 | $42.2K | -$16.3K | -5.5% |
| BARRETT & COMPANY, INC. | 1,055 | 0 | $52.4K | -$16.2K | 0.0% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,053 | 0 | $52.3K | -$16.2K | 0.0% |
| Perkins Coie Trust Co | 1,045 | 0 | $51.9K | -$16.0K | 0.0% |
| ISLAY CAPITAL MANAGEMENT, LLC | 1,000 | 0 | $49.6K | -$15.3K | 0.0% |
| Quintet Private Bank (Europe) S.A. | 1,000 | 0 | $49.6K | -$15.3K | 0.0% |
| EVERMAY WEALTH MANAGEMENT LLC | 950 | 0 | $47.2K | -$14.6K | 0.0% |
| Canal Capital Management, LLC | 10,375 | -354 | $588.2K | +$14.4K | -3.3% |
| Gilbert Capital Group, Inc. | 3,772 | 0 | $245.2K | +$14.3K | 0.0% |
| CNB Bank | 903 | 0 | $44.8K | -$13.9K | 0.0% |
| Park Place Capital Corp | 891 | 0 | $44.2K | -$13.7K | 0.0% |
| Arlington Trust Co LLC | 850 | 0 | $42.2K | -$13.0K | 0.0% |
| McIlrath & Eck, LLC | 849 | 0 | $42.2K | -$13.0K | 0.0% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 830 | 0 | $41.2K | -$12.7K | 0.0% |
| Graney & King, LLC | 812 | 0 | $40.3K | -$12.5K | 0.0% |
| Harbor Asset Planning, Inc. | 788 | 0 | $39.1K | -$12.1K | 0.0% |
| TD Capital Management LLC | 781 | 0 | $38.8K | -$12.0K | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 725,144 | -10,837 | $36.0K | -$11.8K | -1.5% |
| Quest 10 Wealth Builders, Inc. | 126 | -160 | $6.3K | -$11.7K | -55.9% |
| Signature Resources Capital Management, LLC | 507 | -52 | $25.2K | -$11.2K | -9.3% |
| American Capital Advisory, LLC | 642 | -4 | $31.9K | -$10.1K | -0.6% |
| FMR LLC | 234 | -88 | $11.6K | -$9.3K | -27.3% |
| MPWM ADVISORY SOLUTIONS, LLC | 483 | -26 | $24.0K | -$9.1K | -5.1% |
| Fairscale Capital, LLC | 590 | 0 | $29.3K | -$9.1K | 0.0% |
| Sterling Capital Management LLC | 73 | -120 | $3.6K | -$8.9K | -62.2% |
| AMERICAN NATIONAL BANK & TRUST | 576 | 0 | $28.6K | -$8.8K | 0.0% |
| Davis Capital Management | 572 | 0 | $28.4K | -$8.8K | 0.0% |
| NATIXIS | 445 | -13 | $22.1K | -$7.7K | -2.8% |
| JFS WEALTH ADVISORS, LLC | 482 | 0 | $23.9K | -$7.4K | 0.0% |
| 1620 INVESTMENT ADVISORS, INC. | 475 | 0 | $23.6K | -$7.3K | 0.0% |
| Founders Capital Management | 469 | 0 | $23.3K | -$7.2K | 0.0% |
| Tidemark, LLC | 449 | 0 | $22.3K | -$6.9K | 0.0% |
| Financial Network Wealth Advisors LLC | 447 | 0 | $22.2K | -$6.9K | 0.0% |
| BROWN, LISLE/CUMMINGS, INC. | 400 | 0 | $19.9K | -$6.1K | 0.0% |
| Sachetta, LLC | 384 | 0 | $19.1K | -$5.9K | 0.0% |
| Avalon Trust Co | 375 | 0 | $18.6K | -$5.8K | 0.0% |
| St. Johns Investment Management Company, LLC | 355 | 0 | $17.6K | -$5.4K | 0.0% |
| FIRST COMMUNITY TRUST NA | 352 | 0 | $17.5K | -$5.4K | 0.0% |
| MTM Investment Management, LLC | 347 | 0 | $17.2K | -$5.3K | 0.0% |
| Midwest Capital Advisors, LLC | 333 | 0 | $16.5K | -$5.1K | 0.0% |
| Provenance Wealth Advisors, LLC | 328 | 0 | $16.3K | -$5.0K | 0.0% |
| WINNOW WEALTH LLC | 314 | 0 | $15.7K | -$4.7K | 0.0% |
| X-Square Capital, LLC | 92,645 | -42,088 | $4.6K | -$4.2K | -31.2% |
| Breakwater Investment Management | 253 | 0 | $12.6K | -$3.9K | 0.0% |
| NBT BANK N A /NY | 50 | -15 | $12.5K | -$3.9K | -23.1% |
| Hartford Financial Management Inc. | 235 | 0 | $11.7K | -$3.6K | 0.0% |
| Friedenthal Financial | 220 | 0 | $10.9K | -$3.4K | 0.0% |
| Morton Brown Family Wealth, LLC | 200 | 0 | $9.9K | -$3.1K | 0.0% |
| Tradewinds Capital Management, LLC | 136 | -14 | $6.8K | -$3.0K | -9.3% |
| New Millennium Group LLC | 187 | 0 | $9.3K | -$2.9K | 0.0% |
| Westside Investment Management, Inc. | 185 | 0 | $9.2K | -$2.8K | 0.0% |
| PARK AVENUE SECURITIES LLC | 75,351 | -23,733 | $3.7K | -$2.7K | -23.9% |
| Investment Research & Advisory Group, Inc. | 161 | 0 | $8.0K | -$2.5K | 0.0% |
| 1 NORTH WEALTH SERVICES LLC | 160 | 0 | $7.9K | -$2.5K | 0.0% |
| JDM Financial Group LLC | 155 | 0 | $7.7K | -$2.4K | 0.0% |
| DiNuzzo Private Wealth, Inc. | 192 | 0 | $9.5K | -$2.3K | 0.0% |
| MB, LEVIS & ASSOCIATES, LLC | 125 | 0 | $6.2K | -$1.9K | 0.0% |
| Arete Wealth Advisors, LLC | 37,179 | -19,982 | $1.8K | -$1.9K | -35.0% |
| Minot DeBlois Advisors LLC | 100 | 0 | $5.0K | -$1.5K | 0.0% |
| GAMMA Investing LLC | 100 | 0 | $5.0K | -$1.5K | 0.0% |
| Collier Financial | 96 | 0 | $4.8K | -$1.5K | 0.0% |
| Redwood Park Advisors LLC | 85 | 0 | $4.2K | -$1.3K | 0.0% |
| Clearstead Trust, LLC | 84 | 0 | $4.2K | -$1.3K | 0.0% |
| Raleigh Capital Management Inc. | 80 | 0 | $4.0K | -$1.2K | 0.0% |
| LaSalle St. Investment Advisors, LLC | 10,642 | -14,498 | $528 | -$1.1K | -57.7% |
| SG Americas Securities, LLC | 10,014 | -14,382 | $497 | -$1.1K | -59.0% |
| Coston, McIsaac & Partners | 910 | -13,691 | $44 | -$904 | -93.8% |
| Roxbury Financial LLC | 57 | 0 | $2.8K | -$875 | 0.0% |
| TFC Financial Management, Inc. | 57 | 0 | $2.8K | -$874 | 0.0% |
| Bear Mountain Capital, Inc. | 84 | 0 | $4.5K | -$797 | 0.0% |
| TRUST CO OF TOLEDO NA /OH/ | 29 | 0 | $1.4K | -$445 | 0.0% |
| Clarity Asset Management, Inc. | 28 | 0 | $1.4K | -$425 | 0.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 18,984 | -973 | $943 | -$354 | -4.9% |
| GLAZER CAPITAL, LLC | 515 | 0 | $1 | -$308 | 0.0% |
| BESSEMER GROUP INC | 7,311 | -2,705 | $363 | -$288 | -27.0% |
| Summit Global Investments | 14,325 | -819 | $711 | -$273 | -5.4% |
| CHELSEA COUNSEL CO | 15 | 0 | $745 | -$230 | 0.0% |
| DUNCKER STREETT & CO INC | 15 | 0 | $745 | -$230 | 0.0% |
| PHILADELPHIA TRUST CO | 11,731 | 0 | $582 | -$181 | 0.0% |
| Rialto Wealth Management, LLC | 11 | 0 | $547 | -$168 | 0.0% |
| BERKSHIRE CAPITAL HOLDINGS INC | 10 | 0 | $497 | -$153 | 0.0% |
| Costello Asset Management, INC | 10 | 0 | $497 | -$153 | 0.0% |
| Robbins Farley | 9 | 0 | $447 | -$138 | 0.0% |
| VALLEY NATIONAL ADVISERS INC | 3,321 | -822 | $164 | -$105 | -19.8% |
| Capital Analysts, LLC | 1,433 | -1,245 | $71 | -$103 | -46.5% |
| Claret Asset Management Corp | 5,375 | 0 | $267 | -$82 | 0.0% |
| WoodTrust Financial Corp | 4,432 | 0 | $220 | -$68 | 0.0% |
| VESTOR CAPITAL, LLC | 894 | -928 | $90 | -$28 | -50.9% |
| Smithfield Trust Co | 1,506 | 0 | $75 | -$24 | 0.0% |
| Main Management LLC | 1,350 | 0 | $67 | -$21 | 0.0% |
| GW&K Investment Management, LLC | 857 | 0 | $43 | -$13 | 0.0% |
| Covestor Ltd | 477 | -54 | $24 | -$11 | -10.2% |
| Farmers & Merchants Trust Co of Chambersburg PA | 193 | 0 | $10 | -$3 | 0.0% |
| Centerpoint Advisors, LLC | 45 | 0 | $2 | -$1 | 0.0% |
| First PREMIER Bank | 50 | 0 | $2 | -$1 | 0.0% |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | 0 | $0 | $0 | — |
| Prestige Wealth Management Group LLC | 649 | 0 | $42.2K | $0 | 0.0% |
| Alamea Verwaltungs GmbH | 144,892 | 0 | $9.4M | $0 | 0.0% |
| 360 Financial, Inc. | 82,326 | 0 | $8.2M | $0 | 0.0% |
| BSN CAPITAL PARTNERS Ltd | 2,800,000 | 0 | $166.9M | $0 | 0.0% |
| Persistent Asset Partners Ltd | 44,200 | 0 | $2.9M | $0 | 0.0% |
| NWI MANAGEMENT LP | 2,000,000 | 0 | $130.0K | $0 | 0.0% |