13F QoQ Ownership Changes
ISRG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 454 new · 936 added · 956 reduced · 161 exited
New Positions(454)
Added To(936)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 33,613,298 | +13,637 | $19.04B | +$4.01B | 0.0% |
| STATE STREET CORP | 15,701,591 | +162,264 | $8.89B | +$1.94B | 1.0% |
| FMR LLC | 6,577,517 | +1,577,557 | $3.73B | +$1.49B | 31.6% |
| Capital World Investors | 7,856,018 | +127,526 | $4.45B | +$993.3M | 1.6% |
| MILLENNIUM MANAGEMENT LLC | 1,770,453 | +1,343,985 | $1.00B | +$812.0M | 315.1% |
| Invesco Ltd. | 4,128,735 | +611,268 | $2.34B | +$765.2M | 17.4% |
| JPMORGAN CHASE & CO | 4,080,880 | +580,606 | $2.31B | +$745.8M | 16.6% |
| NORGES BANK | 5,044,472 | +529,866 | $2.86B | +$639.1M | 11.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,778,155 | +540,562 | $1.57B | +$572.7M | 24.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,445,880 | +294,651 | $1.95B | +$542.3M | 9.3% |
| Assenagon Asset Management S.A. | 1,533,771 | +791,516 | $868.7M | +$536.7M | 106.6% |
| JENNISON ASSOCIATES LLC | 3,209,137 | +321,759 | $1.82B | +$526.2M | 11.1% |
| CITADEL ADVISORS LLC | 2,048,667 | +540,134 | $1.16B | +$485.6M | 35.8% |
| Winslow Capital Management, LLC | 1,269,563 | +588,582 | $722.5M | +$417.9M | 86.4% |
| Legal & General Group Plc | 2,455,521 | +78,807 | $1.39B | +$327.8M | 3.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,554,514 | +39,831 | $1.45B | +$322.1M | 1.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,078,069 | +403,574 | $610.6M | +$308.9M | 59.8% |
| AMERICAN CENTURY COMPANIES INC | 2,103,449 | +97,062 | $1.19B | +$294.0M | 4.8% |
| UBS Group AG | 2,103,706 | +72,732 | $1.19B | +$283.1M | 3.6% |
| Capitolis Liquid Global Markets LLC | 503,171 | +460,171 | $285.0M | +$265.7M | 1070.2% |
| Hudson Bay Capital Management LP | 482,500 | +417,368 | $273.3M | +$244.1M | 640.8% |
| DEUTSCHE BANK AG\ | 1,522,191 | +132,966 | $862.1M | +$240.8M | 9.6% |
| California Public Employees Retirement System | 889,727 | +266,380 | $503.9M | +$225.1M | 42.7% |
| SEI INVESTMENTS CO | 661,085 | +251,700 | $374.4M | +$191.3M | 61.5% |
| WELLS FARGO & COMPANY/MN | 1,087,439 | +121,055 | $615.9M | +$183.7M | 12.5% |
| SANDS CAPITAL MANAGEMENT, LLC | 1,376,958 | +35,849 | $779.9M | +$180.1M | 2.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,185,910 | +46,251 | $671.7M | +$162.0M | 4.0% |
| Swedbank AB | 841,882 | +110,661 | $476.8M | +$149.8M | 15.1% |
| ProShare Advisors LLC | 618,213 | +163,689 | $350.1M | +$146.9M | 36.0% |
| COATUE MANAGEMENT LLC | 807,234 | +96,585 | $457.2M | +$139.4M | 13.6% |
| Fayez Sarofim & Co | 1,172,526 | +3,176 | $664.1M | +$135.9M | 0.3% |
| PEAK6 LLC | 232,267 | +190,494 | $131.5M | +$112.9M | 456.0% |
| Marex Group plc | 200,117 | +197,603 | $113.3M | +$112.2M | 7860.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 880,331 | +23,016 | $494.7M | +$111.3M | 2.7% |
| BNP PARIBAS FINANCIAL MARKETS | 627,538 | +27,029 | $390.8M | +$106.2M | 4.5% |
| CI INVESTMENTS INC. | 187,053 | +31,613 | $105.9M | +$105.9M | 20.3% |
| RAYMOND JAMES FINANCIAL INC | 587,809 | +73,873 | $332.8M | +$103.0M | 14.4% |
| National Pension Service | 728,944 | +23,899 | $412.8M | +$97.5M | 3.4% |
| Voya Investment Management LLC | 686,927 | +34,158 | $389.0M | +$97.4M | 5.2% |
| CAXTON ASSOCIATES LLP | 168,536 | +167,852 | $95.5M | +$95.1M | 24539.8% |
| Walleye Capital LLC | 259,388 | +139,346 | $146.9M | +$93.2M | 116.1% |
| PRUDENTIAL FINANCIAL INC | 439,696 | +84,731 | $249.0M | +$90.3M | 23.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 669,343 | +19,830 | $379.1M | +$88.7M | 3.0% |
| Walleye Trading LLC | 243,853 | +129,083 | $138.1M | +$86.8M | 112.5% |
| BANK OF MONTREAL /CAN/ | 514,490 | +41,971 | $291.4M | +$80.1M | 8.9% |
| STIFEL FINANCIAL CORP | 512,286 | +42,281 | $290.1M | +$79.9M | 9.0% |
| FRED ALGER MANAGEMENT, LLC | 350,972 | +81,062 | $198.8M | +$78.1M | 30.0% |
| BOWEN HANES & CO INC | 179,190 | +4,680 | $101.5K | -$77.9M | 2.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 421,262 | +52,560 | $238.6M | +$76.6M | 14.3% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 297,026 | +91,866 | $168.2M | +$76.5M | 44.8% |
| Balyasny Asset Management L.P. | 529,847 | +27,461 | $300.1M | +$75.4M | 5.5% |
| Holocene Advisors, LP | 159,440 | +124,840 | $90.3M | +$74.8M | 360.8% |
| BRISTOL JOHN W & CO INC /NY/ | 364,969 | +65,571 | $206.7M | +$72.8M | 21.9% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 399,890 | +49,299 | $226.5M | +$69.7M | 14.1% |
| OMERS ADMINISTRATION Corp | 145,679 | +108,465 | $82.5M | +$65.9M | 291.5% |
| LPL Financial LLC | 455,070 | +22,774 | $257.7M | +$64.4M | 5.3% |
| Tredje AP-fonden | 171,811 | +93,900 | $97.3M | +$62.5M | 120.5% |
| Russell Investments Group, Ltd. | 416,522 | +23,609 | $236.2M | +$60.7M | 6.0% |
| Munro Partners | 109,390 | +102,140 | $62.0M | +$57.8M | 1408.8% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 188,454 | +78,038 | $106.7M | +$57.4M | 70.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 439,877 | +7,475 | $250.5M | +$57.1M | 1.7% |
| DANSKE BANK A/S | 257,973 | +55,595 | $146.1M | +$55.6M | 27.5% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 340,505 | +29,522 | $192.8M | +$53.8M | 9.5% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 136,842 | +78,434 | $77.5M | +$51.4M | 134.3% |
| Quantinno Capital Management LP | 190,003 | +64,105 | $107.6M | +$51.3M | 50.9% |
| Integral Health Asset Management, LLC | 110,000 | +85,000 | $62.3M | +$51.1M | 340.0% |
| Corient Private Wealth LLC | 521,442 | +199,659 | $193.5M | +$49.6M | 62.0% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 82,099 | +240 | $46.5M | +$46.5M | 0.3% |
| Candriam S.C.A. | 291,042 | +20,962 | $164.8M | +$44.1M | 7.8% |
| NEOS Investment Management LLC | 197,617 | +45,179 | $111.9M | +$43.7M | 29.6% |
| AVIVA PLC | 297,659 | +15,346 | $168.6M | +$42.3M | 5.4% |
| MUFG Securities EMEA plc | 96,945 | +68,084 | $54.9M | +$42.0M | 235.9% |
| CIBC Asset Management Inc | 199,386 | +39,820 | $112.9M | +$41.6M | 24.9% |
| Mirae Asset Global Investments Co., Ltd. | 273,922 | +19,853 | $155.1M | +$41.5M | 7.8% |
| Retirement Systems of Alabama | 207,942 | +34,236 | $117.8M | +$40.1M | 19.7% |
| HUNTINGTON NATIONAL BANK | 308,063 | +1,577 | $174.5M | +$37.4M | 0.5% |
| Mitsubishi UFJ Trust & Banking Corp | 255,523 | +8,891 | $144.7M | +$34.4M | 3.6% |
| Twin Tree Management, LP | 93,607 | +51,307 | $53.0M | +$34.1M | 121.3% |
| AMF Tjanstepension AB | 212,396 | +16,758 | $120.3M | +$32.8M | 8.6% |
| PNC Financial Services Group, Inc. | 160,677 | +29,023 | $91.0M | +$32.1M | 22.0% |
| IFM Investors Pty Ltd | 74,153 | +1,700 | $42.0K | -$31.9M | 2.3% |
| NOMURA HOLDINGS INC | 107,328 | +39,225 | $60.8M | +$30.3M | 57.6% |
| Focus Partners Wealth | 122,735 | +36,232 | $68.9M | +$30.2M | 41.9% |
| Mariner, LLC | 132,129 | +31,784 | $74.9M | +$30.0M | 31.7% |
| Baird Financial Group, Inc. | 129,224 | +32,239 | $73.2M | +$29.8M | 33.2% |
| James Hambro & Partners LLP | 239,066 | +2,521 | $135.4M | +$29.7M | 1.1% |
| OFI INVEST ASSET MANAGEMENT | 159,009 | +34,933 | $76.7M | +$29.5M | 28.1% |
| Fiera Capital Corp | 125,048 | +31,911 | $70.8M | +$29.2M | 34.3% |
| Williams Jones Wealth Management, LLC. | 210,838 | +7,688 | $119.4M | +$28.6M | 3.8% |
| AQR CAPITAL MANAGEMENT LLC | 119,760 | +29,343 | $67.8M | +$27.7M | 32.5% |
| PICTON MAHONEY ASSET MANAGEMENT | 48,586 | +6,485 | $27.5M | +$27.5M | 15.4% |
| Lingotto Investment Management LLP | 107,756 | +31,399 | $61.0M | +$26.9M | 41.1% |
| Asset Management One Co., Ltd. | 196,557 | +2,994 | $113.1M | +$26.5M | 1.5% |
| PERCEPTIVE ADVISORS LLC | 87,919 | +35,800 | $49.8M | +$26.5M | 68.7% |
| Calamos Advisors LLC | 135,737 | +22,597 | $76.9M | +$26.3M | 20.0% |
| HighTower Advisors, LLC | 200,450 | +5,047 | $113.5M | +$26.2M | 2.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 189,850 | +7,034 | $107.5M | +$25.8M | 3.8% |
| US BANCORP \DE\ | 150,282 | +17,267 | $85.1M | +$25.6M | 13.0% |
| Woodline Partners LP | 139,643 | +18,727 | $79.1M | +$25.0M | 15.5% |
| Cerity Partners LLC | 172,941 | +8,584 | $97.9M | +$24.4M | 5.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 140,963 | +5,206 | $84.1M | +$24.3M | 3.8% |
| Bank Pictet & Cie (Europe) AG | 191,323 | +1,688 | $108.4M | +$23.5M | 0.9% |
| AustralianSuper Pty Ltd | 50,400 | +39,166 | $28.5M | +$23.5M | 348.6% |
| Parallax Volatility Advisers, L.P. | 61,152 | +34,350 | $34.6M | +$22.6M | 128.2% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 46,103 | +41,930 | $24.4M | +$22.6M | 1004.8% |
| Sofinnova Investments, Inc. | 126,968 | +16,072 | $71.9M | +$22.3M | 14.5% |
| Banco Santander, S.A. | 103,333 | +20,770 | $58.5M | +$21.6M | 25.1% |
| MEITAV INVESTMENT HOUSE LTD | 108,282 | +18,476 | $61.3M | +$21.3M | 20.6% |
| 1832 Asset Management L.P. | 142,926 | +9,350 | $80.9M | +$21.2M | 7.0% |
| CIBC WORLD MARKET INC. | 83,861 | +23,741 | $47.5M | +$20.6M | 39.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 128,681 | +11,294 | $72.9M | +$20.4M | 9.6% |
| DAVENPORT & Co LLC | 160,324 | +320 | $91.1M | +$19.8M | 0.2% |
| Aquatic Capital Management LLC | 36,275 | +33,633 | $20.5M | +$19.4M | 1273.0% |
| Creative Planning | 112,255 | +4,032 | $63.6M | +$19.1M | 3.7% |
| FACTORY MUTUAL INSURANCE CO | 44,500 | +29,200 | $25.2M | +$18.4M | 190.8% |
| Cetera Investment Advisers | 117,392 | +9,628 | $66.5M | +$18.3M | 8.9% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 122,574 | +5,344 | $69.4M | +$17.0M | 4.5% |
| OSSIAM | 79,548 | +16,747 | $45.1M | +$17.0M | 26.7% |
| Alpha Cubed Investments, LLC | 102,781 | +10,181 | $58.2M | +$16.8M | 11.0% |
| CAPITAL INTERNATIONAL SARL | 114,521 | +6,598 | $64.9M | +$16.6M | 6.1% |
| Mediolanum International Funds Ltd | 52,363 | +21,832 | $30.0M | +$16.6M | 71.5% |
| WHITTIER TRUST CO | 104,066 | +3,973 | $61.7M | +$16.4M | 4.0% |
| ARMISTICE CAPITAL, LLC | 61,073 | +20,073 | $34.6M | +$16.3M | 49.0% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 102,154 | +7,886 | $57.9M | +$15.7M | 8.4% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 71,077 | +16,119 | $40.3M | +$15.7M | 29.3% |
| GUGGENHEIM CAPITAL LLC | 104,511 | +6,268 | $59.2M | +$15.3M | 6.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 63,345 | +15,392 | $36.2M | +$14.9M | 32.1% |
| Glenview Trust co | 116,662 | +2,222 | $66.1M | +$14.9M | 1.9% |
| NISA INVESTMENT ADVISORS, LLC | 109,861 | +3,370 | $62.2M | +$14.6M | 3.2% |
| FIL Ltd | 114,654 | +1,964 | $64.9M | +$14.5M | 1.7% |
| ARK Investment Management LLC | 49,098 | +19,286 | $27.8M | +$14.5M | 64.7% |
| NZS Capital, LLC | 111,005 | +991 | $62.9M | +$13.7M | 0.9% |
| DISCIPLINED GROWTH INVESTORS INC /MN | 110,426 | +946 | $62.5M | +$13.6M | 0.9% |
| Trexquant Investment LP | 24,981 | +23,703 | $14.1M | +$13.6M | 1854.7% |
| PANAGORA ASSET MANAGEMENT INC | 29,428 | +22,448 | $16.7M | +$13.5M | 321.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 97,758 | +3,946 | $55.4M | +$13.4M | 4.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 77,590 | +8,720 | $43.9M | +$13.1M | 12.7% |
| IEQ CAPITAL, LLC | 47,036 | +16,771 | $26.6M | +$13.1M | 55.4% |
| XPONANCE, INC. | 91,787 | +4,648 | $52.0M | +$13.0M | 5.3% |
| EXENCIAL WEALTH ADVISORS, LLC | 23,244 | +22,433 | $13.2M | +$12.8M | 2766.1% |
| Vinva Investment Management Ltd | 36,233 | +16,870 | $20.7M | +$12.2M | 87.1% |
| Czech National Bank | 93,476 | +2,430 | $52.9M | +$12.2M | 2.7% |
| GF FUND MANAGEMENT CO. LTD. | 84,577 | +4,727 | $47.9M | +$12.2M | 5.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 62,192 | +10,031 | $35.2M | +$11.9M | 19.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 97,808 | +308 | $55.4M | +$11.8M | 0.3% |
| Atle Fund Management AB | 22,322 | +2,615 | $12.6M | +$11.7M | 13.3% |
| Covea Finance | 86,832 | +2,100 | $49.2M | +$11.3M | 2.5% |
| Global X Japan Co., Ltd. | 51,005 | +10,980 | $28.9M | +$11.0M | 27.4% |
| Silvant Capital Management LLC | 90,622 | +254 | $51.3M | +$10.9M | 0.3% |
| UNIO CAPITAL LLC | 57,918 | +8,694 | $32.8M | +$10.8M | 17.7% |
| Cullen/Frost Bankers, Inc. | 83,822 | +1,766 | $47.5M | +$10.8M | 2.1% |
| Tower Research Capital LLC (TRC) | 25,499 | +17,051 | $14.4M | +$10.7M | 201.8% |
| Compagnie Lombard Odier SCmA | 48,035 | +10,314 | $27.2M | +$10.3M | 27.3% |
| Schonfeld Strategic Advisors LLC | 25,677 | +15,766 | $14.5M | +$10.1M | 159.1% |
| Vanguard Personalized Indexing Management, LLC | 59,901 | +6,190 | $33.9M | +$9.9M | 11.5% |
| Horizon Investments, LLC | 31,595 | +13,310 | $17.9M | +$9.7M | 72.8% |
| ALLSTATE CORP | 27,290 | +14,131 | $15.5M | +$9.6M | 107.4% |
| Heirloom Wealth Management | 17,100 | +16,650 | $9.7M | +$9.5M | 3700.0% |
| M&T Bank Corp | 62,741 | +4,359 | $35.5M | +$9.4M | 7.5% |
| Evelyn Partners Investment Management LLP | 53,599 | +14,748 | $30.4M | +$9.2M | 38.0% |
| QRG CAPITAL MANAGEMENT, INC. | 58,382 | +5,083 | $33.1M | +$9.2M | 9.5% |
| MayTech Global Investments, LLC | 70,955 | +1,548 | $40.2M | +$9.2M | 2.2% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,874 | +1,299 | $40.7M | +$9.1M | 1.8% |
| Annex Advisory Services, LLC | 64,143 | +3,092 | $36.3M | +$9.0M | 5.1% |
| Pathstone Holdings, LLC | 53,867 | +5,440 | $30.5M | +$8.8M | 11.2% |
| Traynor Capital Management, Inc. | 65,788 | +1,908 | $37.3M | +$8.7M | 3.0% |
| NS Partners Ltd | 72,255 | +49 | $40.9M | +$8.6M | 0.1% |
| MOGY JOEL R INVESTMENT COUNSEL INC | 69,012 | +642 | $39.1M | +$8.5M | 0.9% |
| Aptus Capital Advisors, LLC | 60,844 | +2,816 | $34.5M | +$8.5M | 4.8% |
| DAVIS R M INC | 55,638 | +4,042 | $31.5M | +$8.4M | 7.8% |
| MAI Capital Management | 43,144 | +7,325 | $24.4M | +$8.4M | 20.4% |
| Wealthfront Advisers LLC | 46,256 | +6,180 | $26.2M | +$8.3M | 15.4% |
| CAPITAL INTERNATIONAL LTD /CA/ | 65,276 | +1,074 | $37.0M | +$8.3M | 1.7% |
| NWAM LLC | 25,889 | +17,253 | $12.7M | +$8.1M | 199.8% |
| SHELTON CAPITAL MANAGEMENT | 64,681 | +828 | $36.6M | +$8.1M | 1.3% |
| Motley Fool Asset Management LLC | 36,908 | +8,176 | $20.9M | +$8.1M | 28.4% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 41,567 | +6,843 | $23.5M | +$8.0M | 19.7% |
| RPG Investment Advisory, LLC | 40,752 | +6,945 | $23.1M | +$8.0M | 20.5% |
| Tidal Investments LLC | 48,716 | +4,743 | $27.6M | +$7.9M | 10.8% |
| USS Investment Management Ltd | 61,201 | +1,117 | $34.7M | +$7.8M | 1.9% |
| Vestmark Advisory Solutions, Inc. | 22,552 | +11,419 | $12.8M | +$7.8M | 102.6% |
| SALEM INVESTMENT COUNSELORS INC | 61,958 | +659 | $35.1M | +$7.7M | 1.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 51,049 | +3,369 | $28.9M | +$7.6M | 7.1% |
| Callan Family Office, LLC | 37,427 | +6,920 | $21.2M | +$7.6M | 22.7% |
| PITTENGER & ANDERSON INC | 60,365 | +625 | $34.2M | +$7.5M | 1.0% |
| ASSETMARK, INC | 56,986 | +1,465 | $32.3M | +$7.4M | 2.6% |
| MML INVESTORS SERVICES, LLC | 47,973 | +3,789 | $27.2M | +$7.4M | 8.6% |
| F/m Investments LLC | 38,850 | +6,076 | $22.0M | +$7.3M | 18.5% |
| Global Retirement Partners, LLC | 23,876 | +9,909 | $13.5M | +$7.3M | 70.9% |
| Atria Investments, Inc | 35,939 | +6,440 | $20.4M | +$7.2M | 21.8% |
| EVENTIDE ASSET MANAGEMENT, LLC | 59,391 | +29 | $33.7M | +$7.1M | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 46,820 | +3,447 | $26.5M | +$7.1M | 7.9% |
| KIECKHEFER GROUP LLC | 24,012 | +9,472 | $13.6M | +$7.1M | 65.1% |
| CAPTRUST FINANCIAL ADVISORS | 34,555 | +6,589 | $19.6M | +$7.1M | 23.6% |
| Cornerstone Advisors, LLC | 26,800 | +8,100 | $15.2M | +$6.8M | 43.3% |
| HUB Investment Partners, LLC | 53,089 | +1,046 | $30.1M | +$6.8M | 2.0% |
| SAPIENT CAPITAL LLC | 46,371 | +1,057 | $26.5M | +$6.6M | 2.3% |
| Federation des caisses Desjardins du Quebec | 30,886 | +6,381 | $17.5M | +$6.5M | 26.0% |
| JONES FINANCIAL COMPANIES LLLP | 49,238 | +712 | $27.9M | +$6.5M | 1.5% |
| Ethic Inc. | 43,249 | +2,844 | $24.5M | +$6.4M | 7.0% |
| BROADWATER CAPITAL MANAGEMENT LLC | 3,182,739 | +3,136,563 | $24.5M | +$6.4M | 6792.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 50,439 | +645 | $28.6M | +$6.3M | 1.3% |
| &PARTNERS | 29,675 | +5,783 | $16.8M | +$6.1M | 24.2% |
| BRADLEY FOSTER & SARGENT INC/CT | 48,900 | +549 | $27.7M | +$6.1M | 1.1% |
| Private Advisor Group, LLC | 24,735 | +6,914 | $14.0M | +$6.0M | 38.8% |
| NewEdge Wealth, LLC | 27,585 | +10,095 | $15.6M | +$6.0M | 57.7% |
| SouthState Corp | 45,350 | +1,277 | $25.7M | +$6.0M | 2.9% |
| WAYCROSS PARTNERS, LLC | 44,860 | +1,399 | $25.4M | +$6.0M | 3.2% |
| Destination Wealth Management | 42,032 | +2,146 | $23.7M | +$6.0M | 5.4% |
| Generate Investment Management Ltd | 20,254 | +7,754 | $11.5M | +$5.9M | 62.0% |
| Clark Capital Management Group, Inc. | 11,068 | +9,628 | $6.3M | +$5.6M | 668.6% |
| PROFUND ADVISORS LLC | 34,097 | +3,166 | $19.3M | +$5.5M | 10.2% |
| Norinchukin Bank, The | 33,788 | +3,016 | $19.1M | +$5.4M | 9.8% |
| BNP PARIBAS | 33,423 | +2,699 | $18.9M | +$5.2M | 8.8% |
| ASR Vermogensbeheer N.V. | 31,397 | +3,102 | $17.8M | +$5.1M | 11.0% |
| ITHAKA GROUP LLC | 40,124 | +489 | $22.7M | +$5.0M | 1.2% |
| Avanza Fonder AB | 41,241 | +191 | $23.4M | +$5.0M | 0.5% |
| LYELL WEALTH MANAGEMENT, LP | 37,486 | +1,100 | $21.2M | +$5.0M | 3.0% |
| NewEdge Advisors, LLC | 25,836 | +4,163 | $14.6M | +$4.9M | 19.2% |
| Simplify Asset Management Inc. | 14,740 | +7,100 | $8.3M | +$4.9M | 92.9% |
| Parallel Advisors, LLC | 40,412 | +7 | $22.9M | +$4.8M | 0.0% |
| Brevan Howard Capital Management LP | 17,025 | +6,037 | $9.6M | +$4.7M | 54.9% |
| Lombard Odier Asset Management (Switzerland) SA | 17,287 | +5,940 | $9.8M | +$4.7M | 52.3% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 36,894 | +684 | $20.9M | +$4.7M | 1.9% |
| Union Bancaire Privee, UBP SA | 25,860 | +8,230 | $15.0M | +$4.7M | 46.7% |
| Itau Unibanco Holding S.A. | 8,107 | +8,029 | $4.6M | +$4.6M | 10293.6% |
| Kestra Advisory Services, LLC | 23,003 | +3,742 | $13.0M | +$4.4M | 19.4% |
| AE Wealth Management LLC | 16,880 | +5,324 | $9.6M | +$4.4M | 46.1% |
| Midwest Trust Co | 33,559 | +849 | $19.0M | +$4.4M | 2.6% |
| WINTON GROUP Ltd | 9,729 | +7,168 | $5.5M | +$4.4M | 279.9% |
| Meridian Wealth Management, LLC | 34,013 | +675 | $19.3M | +$4.4M | 2.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 8,589 | +7,385 | $4.9M | +$4.3M | 613.4% |
| Orion Porfolio Solutions, LLC | 20,408 | +3,957 | $11.6M | +$4.2M | 24.1% |
| Crossmark Global Holdings, Inc. | 25,961 | +2,412 | $14.7M | +$4.2M | 10.2% |
| JOHNSON INVESTMENT COUNSEL INC | 32,163 | +571 | $18.2M | +$4.1M | 1.8% |
| ZACKS INVESTMENT MANAGEMENT | 31,879 | +572 | $18.1M | +$4.1M | 1.8% |
| MISSION WEALTH MANAGEMENT, LP | 32,088 | +406 | $18.2M | +$4.0M | 1.3% |
| HB Wealth Management, LLC | 27,772 | +1,499 | $15.7M | +$4.0M | 5.7% |
| Spire Wealth Management | 13,153 | +5,117 | $7.4M | +$3.9M | 63.7% |
| Waverly Advisors, LLC | 17,887 | +3,808 | $10.1M | +$3.8M | 27.0% |
| Canada Post Corp Registered Pension Plan | 22,576 | +2,150 | $12.8M | +$3.8M | 10.5% |
| Eversept Partners, LP | 18,062 | +3,636 | $10.2M | +$3.8M | 25.2% |
| ExodusPoint Capital Management, LP | 20,398 | +2,999 | $11.6M | +$3.8M | 17.2% |
| Prime Capital Investment Advisors, LLC | 11,338 | +5,416 | $6.4M | +$3.8M | 91.5% |
| Advisory Services Network, LLC | 25,128 | +1,643 | $14.2M | +$3.7M | 7.0% |
| Baker Avenue Asset Management, LP | 21,428 | +2,611 | $12.1M | +$3.7M | 13.9% |
| Concurrent Investment Advisors, LLC | 15,679 | +3,988 | $8.9M | +$3.7M | 34.1% |
| Badgley Phelps Wealth Managers, LLC | 22,794 | +2,011 | $12.9M | +$3.6M | 9.7% |
| First Financial Bankshares Inc | 11,225 | +4,738 | $6.4M | +$3.5M | 73.0% |
| Stanley-Laman Group, Ltd. | 16,727 | +3,271 | $9.5M | +$3.5M | 24.3% |
| INVESTMENT HOUSE LLC | 28,680 | +55 | $16.2M | +$3.4M | 0.2% |
| Connective Capital Management, LLC | 23,392 | +1,463 | $13.2M | +$3.4M | 6.7% |
| Empowered Funds, LLC | 18,095 | +2,508 | $10.2M | +$3.3M | 16.1% |
| Stratos Wealth Partners, LTD. | 19,453 | +2,123 | $11.0M | +$3.3M | 12.3% |
| Arkadios Wealth Advisors | 20,736 | +1,686 | $11.7M | +$3.2M | 8.8% |
| Atlantic Union Bankshares Corp | 23,577 | +818 | $13.4M | +$3.2M | 3.6% |
| DUNCKER STREETT & CO INC | 9,206 | +4,605 | $5.2M | +$3.2M | 100.1% |
| NorthCrest Asset Manangement, LLC | 21,865 | +881 | $12.4M | +$3.1M | 4.2% |
| Roundview Capital LLC | 18,442 | +2,056 | $10.4M | +$3.1M | 12.5% |
| Gotham Asset Management, LLC | 18,498 | +2,011 | $10.5M | +$3.1M | 12.2% |
| Generali Asset Management SPA SGR | 21,624 | +1,157 | $12.2M | +$3.1M | 5.7% |
| Vest Financial, LLC | 11,833 | +3,679 | $6.7M | +$3.1M | 45.1% |
| NORTH STAR ASSET MANAGEMENT INC | 23,667 | +443 | $13.4M | +$3.0M | 1.9% |
| J. Stern & Co. LLP | 2,127,248 | +2,115,814 | $2.1M | -$3.0M | 18504.6% |
| SIERRA SUMMIT ADVISORS LLC | 24,451 | +148 | $13.8M | +$3.0M | 0.6% |
| McGuire Investment Group, LLC | 23,989 | +69 | $13.6M | +$2.9M | 0.3% |
| Steward Partners Investment Advisory, LLC | 17,827 | +1,655 | $10.1M | +$2.9M | 10.2% |
| MONTAG A & ASSOCIATES INC | 15,650 | +2,209 | $8.9M | +$2.9M | 16.4% |
| Ameritas Investment Partners, Inc. | 23,225 | +178 | $13.2M | +$2.8M | 0.8% |
| OAK RIDGE INVESTMENTS LLC | 19,956 | +956 | $11.3M | +$2.8M | 5.0% |
| YHB Investment Advisors, Inc. | 22,237 | +194 | $12.6M | +$2.7M | 0.9% |
| FIRST CITIZENS BANK & TRUST CO | 20,815 | +550 | $11.8M | +$2.7M | 2.7% |
| Simmons Bank | 17,307 | +1,385 | $9.8M | +$2.7M | 8.7% |
| Americana Partners, LLC | 7,520 | +3,642 | $4.3M | +$2.5M | 93.9% |
| Equitable Holdings, Inc. | 10,250 | +2,816 | $5.8M | +$2.5M | 37.9% |
| Procyon Advisors, LLC | 4,794 | +4,254 | $2.7M | +$2.5M | 787.8% |
| Cinctive Capital Management LP | 5,418 | +4,073 | $3.1M | +$2.5M | 302.8% |
| WealthShield Partners, LLC | 7,804 | +3,403 | $4.4M | +$2.5M | 77.3% |
| Martin Capital Advisors, LLP | 20,058 | +60 | $11.4M | +$2.4M | 0.3% |
| CITIZENS FINANCIAL GROUP INC/RI | 16,635 | +897 | $9.4M | +$2.4M | 5.7% |
| Farther Finance Advisors, LLC | 9,950 | +2,617 | $5.6M | +$2.4M | 35.7% |
| TD Waterhouse Canada Inc. | 15,437 | +799 | $8.7M | +$2.3M | 5.5% |
| McBroom & Associates, LLC | 18,496 | +273 | $10.5M | +$2.3M | 1.5% |
| Clearstead Advisors, LLC | 8,354 | +2,932 | $4.7M | +$2.3M | 54.1% |
| STEPHENS INC /AR/ | 11,974 | +1,964 | $6.8M | +$2.3M | 19.6% |
| Portside Wealth Group, LLC | 5,623 | +3,652 | $3.2M | +$2.3M | 185.3% |
| Sequoia Financial Advisors, LLC | 11,181 | +2,083 | $6.3M | +$2.3M | 22.9% |
| Icon Wealth Advisors, LLC | 6,459 | +3,403 | $3.6M | +$2.3M | 111.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 17,678 | +318 | $10.0M | +$2.2M | 1.8% |
| ASHFORD CAPITAL MANAGEMENT INC | 7,143 | +2,920 | $4.0M | +$2.2M | 69.1% |
| BURNS J W & CO INC/NY | 17,160 | +215 | $9.7M | +$2.1M | 1.3% |
| Evelyn Partners Investment Management Services Ltd | 22,283 | +2,985 | $12.6M | +$2.1M | 15.5% |
| Diversified Trust Co | 6,181 | +3,016 | $3.5M | +$2.1M | 95.3% |
| NORDEN GROUP LLC | 5,342 | +3,235 | $3.0M | +$2.1M | 153.5% |
| Caprock Group, LLC | 11,355 | +2,161 | $6.4M | +$2.1M | 23.5% |
| CHOREO, LLC | 12,301 | +1,143 | $7.0M | +$2.1M | 10.2% |
| Ascent Group, LLC | 14,247 | +707 | $8.1M | +$2.0M | 5.2% |
| Turtle Creek Wealth Advisors, LLC | 9,349 | +1,975 | $5.3M | +$2.0M | 26.8% |
| COMMERCE BANK | 15,952 | +193 | $9.0M | +$2.0M | 1.2% |
| Vantage Investment Partners, LLC | 16,336 | +60 | $9.3M | +$2.0M | 0.4% |
| Freestone Capital Holdings, LLC | 14,535 | +537 | $8.2M | +$2.0M | 3.8% |
| D.A. DAVIDSON & CO. | 15,625 | +206 | $8.8M | +$2.0M | 1.3% |
| Trifecta Capital Advisors, LLC | 14,461 | +447 | $8.2M | +$1.9M | 3.2% |
| Rench Wealth Management, Inc. | 15,454 | +168 | $8.8M | +$1.9M | 1.1% |
| Intellectus Partners, LLC | 8,108 | +2,053 | $4.6M | +$1.9M | 33.9% |
| Bouvel Investment Partners, LLC | 14,505 | +251 | $8.2M | +$1.8M | 1.8% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 14,315 | +294 | $8.1M | +$1.8M | 2.1% |
| First National Trust Co | 14,328 | +235 | $8.1M | +$1.8M | 1.7% |
| China Universal Asset Management Co., Ltd. | 12,217 | +754 | $6.9M | +$1.8M | 6.6% |
| Codex Capital Asset Management L.L.C. | 4,820 | +2,820 | $2.7M | +$1.8M | 141.0% |
| Vise Technologies, Inc. | 8,123 | +1,812 | $4.6M | +$1.8M | 28.7% |
| GAMMA Investing LLC | 7,933 | +1,813 | $4.5M | +$1.8M | 29.6% |
| Belpointe Asset Management LLC | 4,651 | +2,653 | $2.6M | +$1.7M | 132.8% |
| VCI Wealth Management LLC | 8,232 | +1,624 | $4.7M | +$1.7M | 24.6% |
| United Capital Management of KS, Inc. | 12,718 | +422 | $7.2M | +$1.7M | 3.4% |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,252 | +1,341 | $5.2M | +$1.7M | 16.9% |
| Merit Financial Group, LLC | 9,728 | +1,206 | $5.5M | +$1.7M | 14.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 12,465 | +418 | $7.1M | +$1.7M | 3.5% |
| Legacy Trust | 11,866 | +575 | $6.7M | +$1.7M | 5.1% |
| Cyndeo Wealth Partners, LLC | 8,458 | +1,462 | $4.8M | +$1.7M | 20.9% |
| Eastover Investment Advisors LLC | 12,764 | +252 | $7.2M | +$1.6M | 2.0% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 12,932 | +188 | $7.3M | +$1.6M | 1.5% |
| 111 Capital | 5,658 | +2,116 | $3.2M | +$1.6M | 59.7% |
| TEMA ETFS LLC | 7,526 | +1,614 | $4.3M | +$1.6M | 27.3% |
| RWA WEALTH PARTNERS, LLC | 11,998 | +389 | $6.8M | +$1.6M | 3.4% |
| Signal Advisors Wealth, LLC | 8,112 | +1,415 | $4.6M | +$1.6M | 21.1% |
| Fifth Third Wealth Advisors LLC | 12,196 | +315 | $6.9M | +$1.6M | 2.6% |
| Morse Asset Management, Inc | 12,912 | +78 | $7.3M | +$1.6M | 0.6% |
| Ameritas Advisory Services, LLC | 3,359 | +2,607 | $1.9M | +$1.6M | 346.7% |
| Strategic Advisors LLC | 10,964 | +567 | $6.2M | +$1.6M | 5.5% |
| Compound Planning, Inc. | 6,426 | +1,769 | $3.6M | +$1.6M | 38.0% |
| Arlington Financial Advisors, LLC | 12,662 | +92 | $7.2M | +$1.5M | 0.7% |
| QUADRANT CAPITAL GROUP LLC | 11,259 | +460 | $6.4M | +$1.5M | 4.3% |
| Argent Trust Co | 10,908 | +536 | $6.2M | +$1.5M | 5.2% |
| FIRST NATIONAL BANK OF OMAHA | 3,173 | +2,523 | $1.8M | +$1.5M | 388.1% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8,990 | +950 | $5.1M | +$1.5M | 11.8% |
| Kovack Advisors, Inc. | 6,754 | +1,543 | $3.8M | +$1.5M | 29.6% |
| SIGNATUREFD, LLC | 8,455 | +1,050 | $4.8M | +$1.5M | 14.2% |
| Beacon Pointe Advisors, LLC | 5,558 | +1,798 | $3.1M | +$1.5M | 47.8% |
| Generali Investments, Management Co LLC | 8,404 | +1,002 | $4.8M | +$1.4M | 13.5% |
| Silicon Valley Capital Partners | 8,145 | +1,068 | $4.6M | +$1.4M | 15.1% |
| Snowden Capital Advisors LLC | 8,461 | +974 | $4.8M | +$1.4M | 13.0% |
| BENJAMIN EDWARDS INC | 10,214 | +502 | $5.8M | +$1.4M | 5.2% |
| Dakota Wealth Management | 6,203 | +1,511 | $3.5M | +$1.4M | 32.2% |
| Fiduciary Trust Co | 11,801 | +11 | $6.7M | +$1.4M | 0.1% |
| Sigma Planning Corp | 8,705 | +820 | $4.9M | +$1.4M | 10.4% |
| Penobscot Investment Management Company, Inc. | 8,914 | +761 | $5.0M | +$1.4M | 9.3% |
| Patten Group, Inc. | 3,589 | +2,169 | $2.0M | +$1.4M | 152.7% |
| Linden Thomas Advisory Services, LLC | 11,062 | +119 | $6.3M | +$1.4M | 1.1% |
| BROWN BROTHERS HARRIMAN & CO | 5,552 | +1,517 | $3.1M | +$1.3M | 37.6% |
| PRINCIPAL SECURITIES, INC. | 9,584 | +429 | $5.4M | +$1.3M | 4.7% |
| Trilogy Capital Inc. | 6,621 | +1,215 | $3.7M | +$1.3M | 22.5% |
| Meeder Advisory Services, Inc. | 8,461 | +720 | $4.8M | +$1.3M | 9.3% |
| LGT Fund Management Co Ltd. | 5,417 | +1,340 | $3.1M | +$1.3M | 32.9% |
| RMR Wealth Builders | 8,109 | +732 | $4.6M | +$1.3M | 9.9% |
| Howard Capital Management Inc. | 10,051 | +201 | $5.7M | +$1.3M | 2.0% |
| GAMCO INVESTORS, INC. ET AL | 10,635 | +40 | $6.0M | +$1.3M | 0.4% |
| RiverFront Investment Group, LLC | 10,675 | +15 | $6.0M | +$1.3M | 0.1% |
| Draper Asset Management, LLC | 5,029 | +1,485 | $2.8M | +$1.3M | 41.9% |
| Aaron Wealth Advisors LLC | 6,280 | +1,150 | $3.6M | +$1.3M | 22.4% |
| Baldwin Investment Management, LLC | 10,566 | +4 | $6.0M | +$1.3M | 0.0% |
| Moran Wealth Management, LLC | 5,004 | +1,431 | $2.8M | +$1.2M | 40.0% |
| STOCK YARDS BANK & TRUST CO | 7,076 | +864 | $4.0M | +$1.2M | 13.9% |
| Perigon Wealth Management, LLC | 10,222 | +13 | $5.8M | +$1.2M | 0.1% |
| Capital Asset Advisory Services LLC | 8,045 | +104 | $4.8M | +$1.2M | 1.3% |
| WealthPlan Investment Management, LLC | 3,593 | +1,717 | $2.0M | +$1.2M | 91.5% |
| GREAT LAKES ADVISORS, LLC | 8,699 | +346 | $4.9M | +$1.2M | 4.1% |
| AVISO WEALTH MANAGEMENT | 4,159 | +1,536 | $2.4M | +$1.2M | 58.5% |
| AlphaCore Capital LLC | 3,003 | +1,824 | $1.7M | +$1.2M | 154.7% |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,517 | +1,928 | $1.4M | +$1.2M | 327.3% |
| Wellington Shields Capital Management, LLC | 7,635 | +560 | $4.3M | +$1.2M | 7.9% |
| Accurate Wealth Management, LLC | 6,993 | +253 | $4.1M | +$1.2M | 3.8% |
| Wealthspire Advisors, LLC | 2,946 | +1,780 | $1.7M | +$1.1M | 152.7% |
| DDD Partners, LLC | 6,366 | +862 | $3.6M | +$1.1M | 15.7% |
| AFT, FORSYTH & COMPANY, INC. | 9,424 | +45 | $5.3M | +$1.1M | 0.5% |
| Strategic Advocates LLC | 7,116 | +550 | $4.1M | +$1.1M | 8.4% |
| Roberts Wealth Advisors, LLC | 8,414 | +262 | $4.8M | +$1.1M | 3.2% |
| Crestwood Advisors Group, LLC | 5,918 | +907 | $3.4M | +$1.1M | 18.1% |
| Jefferies Financial Group Inc. | 3,154 | +1,604 | $1.8M | +$1.1M | 103.5% |
| Grove Bank & Trust | 2,936 | +1,656 | $1.7M | +$1.1M | 129.4% |
| World Investment Advisors | 6,888 | +1,489 | $3.5M | +$1.1M | 27.6% |
| RICHARDS, MERRILL & PETERSON, INC. | 5,668 | +912 | $3.2M | +$1.1M | 19.2% |
| Gibbs Wealth Management | 2,241 | +1,742 | $1.3M | +$1.1M | 349.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,096 | +758 | $3.5M | +$1.1M | 14.2% |
| Wedmont Private Capital | 6,217 | +269 | $3.7M | +$1.1M | 4.5% |
| MGO ONE SEVEN LLC | 5,006 | +1,030 | $2.8M | +$1.1M | 25.9% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,575 | +1,402 | $2.0M | +$1.1M | 64.5% |
| B. Riley Wealth Advisors, Inc. | 6,981 | +485 | $4.0M | +$1.0M | 7.5% |
| COMGEST GLOBAL INVESTORS S.A.S. | 8,331 | +120 | $4.7M | +$1.0M | 1.5% |
| SBI Securities Co., Ltd. | 8,489 | +69 | $4.8M | +$1.0M | 0.8% |
| HOWLAND CAPITAL MANAGEMENT LLC | 4,817 | +1,036 | $2.7M | +$1.0M | 27.4% |
| INTRUST BANK NA | 7,359 | +347 | $4.2M | +$1.0M | 4.9% |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,400 | +600 | $3.6M | +$1.0M | 10.3% |
| Smartleaf Asset Management LLC | 5,135 | +778 | $2.9M | +$1.0M | 17.9% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 6,512 | +557 | $3.7M | +$1.0M | 9.3% |
| SYON CAPITAL LLC | 5,523 | +800 | $3.1M | +$1.0M | 16.9% |
| Balance Wealth, LLC | 3,758 | +1,270 | $2.1M | +$1.0M | 51.0% |
| Everhart Financial Group, Inc. | 4,147 | +1,098 | $2.3M | +$985.1K | 36.0% |
| RITHOLTZ WEALTH MANAGEMENT | 6,214 | +538 | $3.5M | +$980.9K | 9.5% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3,448 | +1,248 | $2.0M | +$968.9K | 56.7% |
| GUARDIAN CAPITAL LP | 7,260 | +201 | $4.1M | +$954.8K | 2.8% |
| Nelson Capital Management, LLC | 7,118 | +215 | $4.0M | +$944.1K | 3.1% |
| VALLEY WEALTH MANAGERS, INC. | 4,883 | +799 | $2.8M | +$939.0K | 19.6% |
| All Terrain Financial Advisors, LLC | 2,999 | +1,300 | $1.7M | +$938.7K | 76.5% |
| TFR Capital, LLC. | 7,397 | +123 | $4.2M | +$936.2K | 1.7% |
| Dorsey & Whitney Trust CO LLC | 5,163 | +709 | $2.9M | +$932.2K | 15.9% |
| Diversified Enterprises, LLC | 2,746 | +1,349 | $1.6M | +$930.4K | 96.6% |
| Keebeck Wealth Management | 6,293 | +392 | $3.6M | +$925.0K | 6.6% |
| KENNEDY CAPITAL MANAGEMENT LLC | 6,897 | +206 | $3.9M | +$913.8K | 3.1% |
| Ashton Thomas Private Wealth, LLC | 3,092 | +1,194 | $1.8M | +$902.3K | 62.9% |
| MARCO INVESTMENT MANAGEMENT LLC | 5,506 | +508 | $3.1M | +$883.1K | 10.2% |
| Anchor Investment Management, LLC | 6,330 | +287 | $3.6M | +$882.5K | 4.7% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 2,894 | +1,181 | $1.6M | +$872.9K | 68.9% |
| WISCONSIN CAPITAL MANAGEMENT LLC | 7,094 | +47 | $4.0M | +$866.1K | 0.7% |
| JOURNEY STRATEGIC WEALTH LLC | 2,696 | +1,217 | $1.5M | +$865.5K | 82.3% |
| PERSONAL CFO SOLUTIONS, LLC | 2,321 | +1,306 | $1.3M | +$860.6K | 128.7% |
| Rockingstone Advisors LLC | 6,275 | +248 | $3.6M | +$858.5K | 4.1% |
| Ballentine Partners, LLC | 5,139 | +545 | $2.9M | +$855.9K | 11.9% |
| CHANNEL WEALTH LLC | 2,387 | +1,269 | $1.4M | +$851.9K | 113.5% |
| VestGen Advisors, LLC | 4,308 | +737 | $2.4M | +$842.8K | 20.6% |
| Smith Salley Wealth Management | 6,083 | +240 | $3.4M | +$832.0K | 4.1% |
| Western Wealth Management, LLC | 5,341 | +418 | $3.0M | +$823.2K | 8.5% |
| Florida Trust Wealth Management Co | 4,007 | +755 | $2.3M | +$815.0K | 23.2% |
| Larson Financial Group LLC | 5,195 | +438 | $2.9M | +$814.8K | 9.2% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 14,309 | +889 | $8.1M | +$811.5K | 6.6% |
| Fire Capital Management LLC | 3,949 | +745 | $2.2M | +$803.6K | 23.3% |
| Blue Trust, Inc. | 5,144 | +414 | $2.9M | +$798.0K | 8.8% |
| Sovran Advisors, LLC | 2,921 | +1,433 | $1.6M | +$792.6K | 96.3% |
| Front Row Advisors LLC | 6,427 | +55 | $3.6M | +$790.2K | 0.9% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6,419 | +30 | $3.6M | +$778.1K | 0.5% |
| Baader Bank Aktiengesellschaft | 3,382 | +837 | $1.9M | +$777.2K | 32.9% |
| Whitener Capital Management, Inc. | 6,349 | +41 | $3.6M | +$774.7K | 0.6% |
| Canal Capital Management, LLC | 17,395 | +1,793 | $8.9M | +$772.3K | 11.5% |
| FAS Wealth Partners, Inc. | 5,230 | +321 | $3.0M | +$766.8K | 6.5% |
| Papamarkou Wellner Asset Management inc. | 6,328 | +17 | $3.6M | +$761.5K | 0.3% |
| First Bank & Trust | 5,988 | +107 | $3.4M | +$761.2K | 1.8% |
| ICICI Prudential Asset Management Co Ltd | 5,689 | +184 | $3.2M | +$760.0K | 3.3% |
| SFMG, LLC | 2,136 | +1,130 | $1.2M | +$759.8K | 112.3% |
| Segment Wealth Management, LLC | 5,524 | +227 | $3.1M | +$759.6K | 4.3% |
| Savvy Advisors, Inc. | 2,049 | +1,140 | $1.2M | +$753.9K | 125.4% |
| DAYMARK WEALTH PARTNERS, LLC | 6,200 | +27 | $3.5M | +$750.7K | 0.4% |
| Stiles Financial Services Inc | 5,669 | +163 | $3.2M | +$748.2K | 3.0% |
| Curi Capital, LLC | 5,374 | +238 | $3.0M | +$746.7K | 4.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,551 | +718 | $2.0M | +$744.0K | 25.3% |
| Falcon Wealth Planning | 5,830 | +101 | $3.3M | +$739.7K | 1.8% |
| Bridgefront Capital, LLC | 2,000 | +1,115 | $1.1M | +$736.9K | 126.0% |
| Sowell Financial Services LLC | 4,570 | +417 | $2.6M | +$730.9K | 10.0% |
| Resonant Capital Advisors, LLC | 2,456 | +978 | $1.4M | +$730.0K | 66.2% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2,879 | +861 | $1.6M | +$728.0K | 42.7% |
| Tower View Wealth Management LLC | 5,873 | +57 | $3.3M | +$725.1K | 1.0% |
| FIRST MANHATTAN CO. LLC. | 2,463 | +961 | $1.4M | +$723.2K | 64.0% |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3,000 | +800 | $1.7M | +$715.2K | 36.4% |
| AZZAD ASSET MANAGEMENT INC /ADV | 5,932 | +18 | $3.4M | +$714.9K | 0.3% |
| Caitlin John, LLC | 1,311 | +1,245 | $742.5K | +$713.0K | 1886.4% |
| SCOTIA CAPITAL INC. | 5,738 | +53 | $3.2M | +$704.2K | 0.9% |
| Bellecapital International Ltd. | 5,512 | +102 | $3.1M | +$702.3K | 1.9% |
| OneDigital Investment Advisors LLC | 5,411 | +127 | $3.1M | +$701.5K | 2.4% |
| EVOKE WEALTH, LLC | 2,744 | +835 | $1.6M | +$700.3K | 43.7% |
| Alliance Wealth Advisors, LLC /UT | 2,381 | +927 | $1.3M | +$698.2K | 63.8% |
| Stonebridge Capital Advisors LLC | 4,973 | +230 | $2.8M | +$695.3K | 4.8% |
| Verdence Capital Advisors LLC | 2,192 | +1,200 | $1.2M | +$694.6K | 121.0% |
| Chapman Investment Management, LLC | 3,544 | +608 | $2.0M | +$694.1K | 20.7% |
| Texas Yale Capital Corp. | 5,346 | +115 | $3.0M | +$688.3K | 2.2% |
| Prosperity Consulting Group, LLC | 4,394 | +361 | $2.5M | +$684.9K | 8.9% |
| WESTPAC BANKING CORP | 4,653 | +287 | $2.6M | +$682.7K | 6.6% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1,796 | +1,048 | $1.0M | +$682.7K | 140.1% |
| Cache Advisors, LLC | 1,759 | +1,032 | $996.2K | +$671.1K | 141.9% |
| Meiji Yasuda Life Insurance Co | 5,368 | +64 | $3.0M | +$668.1K | 1.2% |
| HARBOUR INVESTMENTS, INC. | 2,493 | +808 | $1.4M | +$658.4K | 48.0% |
| Advisory Alpha, LLC | 2,953 | +655 | $1.7M | +$654.1K | 28.5% |
| ANGELES WEALTH MANAGEMENT, LLC | 4,626 | +230 | $2.6M | +$654.0K | 5.2% |
| Perpetual Ltd | 1,830 | +973 | $1.0M | +$653.2K | 113.5% |
| Hills Bank & Trust Co | 5,155 | +84 | $2.9M | +$651.7K | 1.6% |
| Circle Wealth Management, LLC | 3,032 | +627 | $1.7M | +$641.6K | 26.1% |
| Kesler, Norman & Wride, LLC | 2,111 | +1,042 | $1.2M | +$637.9K | 97.5% |
| Carnegie Investment Counsel | 1,688 | +971 | $956.0K | +$635.4K | 135.4% |
| Waterloo Capital, L.P. | 4,279 | +271 | $2.4M | +$631.0K | 6.8% |
| Stablepoint Partners, LLC | 5,197 | +25 | $2.9M | +$630.3K | 0.5% |
| INSIGNEO ADVISORY SERVICES, LLC | 3,459 | +482 | $2.0M | +$627.7K | 16.2% |
| OLD NATIONAL BANCORP /IN/ | 4,957 | +75 | $2.8M | +$624.1K | 1.5% |
| Alaethes Wealth, LLC | 5,189 | +12 | $2.9M | +$623.6K | 0.2% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,025 | +41 | $2.8M | +$617.0K | 0.8% |
| Cladis Investment Advisory, LLC | 1,905 | +860 | $1.1M | +$611.6K | 82.3% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 3,633 | +382 | $2.1M | +$603.6K | 11.8% |
| Valeo Financial Advisors, LLC | 4,941 | +21 | $2.8M | +$598.1K | 0.4% |
| Portfolio Design Labs, LLC | 3,549 | +378 | $2.0M | +$591.8K | 11.9% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 1,509 | +920 | $854.6K | +$591.2K | 156.2% |
| Choate Investment Advisors | 2,688 | +595 | $1.5M | +$586.5K | 28.4% |
| Kingsview Wealth Management, LLC | 4,396 | +139 | $2.5M | +$585.9K | 3.3% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 3,115 | +465 | $1.8M | +$579.1K | 17.5% |
| New Republic Capital, LLC | 1,505 | +891 | $852.4K | +$577.8K | 145.1% |
| Manchester Capital Management LLC | 2,109 | +730 | $1.2M | +$577.7K | 52.9% |
| TRUST CO OF VERMONT | 4,688 | +26 | $2.7M | +$570.1K | 0.6% |
| Advyzon Investment Management, LLC | 2,029 | +725 | $1.1M | +$565.9K | 55.6% |
| 180 WEALTH ADVISORS, LLC | 4,265 | +120 | $2.4M | +$561.9K | 2.9% |
| SUMMIT SECURITIES GROUP LLC | 1,067 | +951 | $604.3K | +$552.4K | 819.8% |
| ROWLANDMILLER & PARTNERS.ADV | 4,594 | +5 | $2.6M | +$549.5K | 0.1% |
| FIDELIS CAPITAL PARTNERS, LLC | 2,817 | +471 | $1.6M | +$546.2K | 20.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,162 | +373 | $1.8M | +$543.5K | 13.4% |
| WEALTH ALLIANCE, LLC | 2,795 | +461 | $1.6M | +$539.2K | 19.8% |
| Capital Investment Advisors, LLC | 2,913 | +415 | $1.6M | +$532.8K | 16.6% |
| Central Pacific Bank - Trust Division | 4,386 | +21 | $2.5M | +$531.9K | 0.5% |
| AMERIFLEX GROUP, INC. | 962 | +918 | $544.8K | +$525.2K | 2086.4% |
| Legacy Bridge, LLC | 4,112 | +78 | $2.3M | +$524.7K | 1.9% |
| Lifeworks Advisors, LLC | 2,915 | +386 | $1.7M | +$519.6K | 15.3% |
| RFG Advisory, LLC | 3,550 | +206 | $2.0M | +$515.0K | 6.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,672,868 | +703,898 | $947.6K | +$514.4K | 72.6% |
| IHT Wealth Management, LLC | 3,749 | +147 | $2.1M | +$511.7K | 4.1% |
| STRATEGY ASSET MANAGERS LLC | 3,619 | +159 | $2.0M | +$502.2K | 4.6% |
| PARNASSUS INVESTMENTS, LLC | 3,087 | +298 | $1.7M | +$501.0K | 10.7% |
| Field & Main Bank | 3,548 | +171 | $2.0M | +$499.2K | 5.1% |
| Cannell & Spears LLC | 4,117 | +5 | $2.3M | +$492.7K | 0.1% |
| Arista Wealth Management, LLC | 1,993 | +555 | $1.1M | +$485.6K | 38.6% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 2,380 | +450 | $1.3M | +$484.8K | 23.3% |
| MATHER GROUP, LLC. | 2,637 | +377 | $1.5M | +$482.9K | 16.7% |
| LifeWealth Investments, LLC | 1,368 | +869 | $705.8K | +$482.6K | 174.1% |
| Security National Bank | 1,521 | +669 | $861.4K | +$480.4K | 78.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 3,910 | +31 | $2.2M | +$479.7K | 0.8% |
| Bryn Mawr Trust Advisors, LLC | 2,361 | +442 | $1.3M | +$479.0K | 23.0% |
| Cambria Investment Management, L.P. | 1,399 | +688 | $792.3K | +$474.4K | 96.8% |
| Norway Savings Bank | 3,056 | +241 | $1.7M | +$471.8K | 8.6% |
| Abel Hall, LLC | 1,281 | +712 | $725.5K | +$471.0K | 125.1% |
| AMG National Trust Bank | 2,463 | +393 | $1.4M | +$469.2K | 19.0% |
| FIRST HORIZON CORP | 3,786 | +40 | $2.1M | +$468.9K | 1.1% |
| Legacy Advisors, LLC | 3,238 | +177 | $1.8M | +$464.9K | 5.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10,126 | +526 | $5.7M | +$464.6K | 5.5% |
| NBC SECURITIES, INC. | 1,044 | +756 | $591.3K | +$462.5K | 262.5% |
| Mission Creek Capital Partners, Inc. | 3,481 | +105 | $2.0M | +$461.7K | 3.1% |
| SageView Advisory Group, LLC | 3,446 | +107 | $2.0M | +$458.4K | 3.2% |
| Principle Wealth Partners LLC | 3,751 | +25 | $2.1M | +$458.0K | 0.7% |
| Altman Advisors, Inc. | 3,772 | +18 | $2.1M | +$457.4K | 0.5% |
| GM Advisory Group, LLC | 3,758 | +16 | $2.1M | +$454.8K | 0.4% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1,635 | +581 | $926.0K | +$454.6K | 55.1% |
| RATIONAL ADVISORS, INC. | 1,665 | +530 | $943.0K | +$435.4K | 46.7% |
| Nikulski Financial, Inc. | 1,622 | +541 | $918.6K | +$435.2K | 50.0% |
| TWIN CAPITAL MANAGEMENT INC | 3,630 | +2 | $2.1M | +$433.3K | 0.1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,292 | +356 | $1.3M | +$432.3K | 18.4% |
| MONEY CONCEPTS CAPITAL CORP | 2,797 | +219 | $1.6M | +$431.1K | 8.5% |
| E Fund Management (Hong Kong) Co., Ltd. | 1,150 | +829 | $571.2K | +$427.7K | 258.3% |
| Krilogy Financial LLC | 8,183 | +1,074 | $4.3M | +$427.6K | 15.1% |
| Sage Mountain Advisors LLC | 2,526 | +272 | $1.4M | +$422.6K | 12.1% |
| NORRIS PERNE & FRENCH LLP/MI | 2,243 | +346 | $1.3M | +$421.9K | 18.2% |
| Legacy Wealth Management, LLC / MS | 2,060 | +393 | $1.2M | +$421.2K | 23.6% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2,237 | +345 | $1.3M | +$420.8K | 18.2% |
| BTC Capital Management, Inc. | 2,184 | +354 | $1.2M | +$417.9K | 19.3% |
| KPP Advisory Services LLC | 3,176 | +88 | $1.8M | +$417.7K | 2.8% |
| CARY STREET PARTNERS FINANCIAL LLC | 943 | +679 | $534.1K | +$416.0K | 257.2% |
| Optas, LLC | 1,503 | +528 | $851.2K | +$415.2K | 54.1% |
| ALGEBRIS (UK) LTD | 2,700 | +205 | $1.5M | +$414.9K | 8.2% |
| SeaCrest Wealth Management, LLC | 2,217 | +200 | $1.3M | +$409.3K | 9.9% |
| Harfst & Associates, Inc. | 3,167 | +56 | $1.8M | +$402.3K | 1.8% |
| CENTRAL TRUST Co | 2,922 | +118 | $1.7M | +$401.0K | 4.2% |
| CHILTON INVESTMENT CO INC. | 1,511 | +477 | $855.8K | +$393.3K | 46.1% |
| Bedel Financial Consulting, Inc. | 3,245 | +14 | $1.8M | +$392.8K | 0.4% |
| CATALYST FINANCIAL PARTNERS LLC | 2,403 | +225 | $1.4M | +$386.9K | 10.3% |
| EverSource Wealth Advisors, LLC | 1,885 | +362 | $1.1M | +$386.2K | 23.8% |
| Truvestments Capital LLC | 2,320 | +245 | $1.3M | +$386.0K | 11.8% |
| LAFFER TENGLER INVESTMENTS, INC. | 1,411 | +481 | $799.1K | +$383.2K | 51.7% |
| PDS Planning, Inc | 2,309 | +239 | $1.3M | +$382.0K | 11.5% |
| Golden State Equity Partners | 1,824 | +362 | $1.0M | +$379.2K | 24.8% |
| Fulton Bank, N.A. | 3,115 | +13 | $1.8M | +$376.9K | 0.4% |
| Venturi Wealth Management, LLC | 1,654 | +401 | $936.8K | +$376.4K | 32.0% |
| BROWN, LISLE/CUMMINGS, INC. | 2,734 | +110 | $1.5M | +$374.9K | 4.2% |
| LRI Investments, LLC | 2,239 | +242 | $1.3M | +$374.8K | 12.1% |
| PINNACLE ASSOCIATES LTD | 2,730 | +110 | $1.5M | +$374.4K | 4.2% |
| EQUITABLE TRUST CO | 2,956 | +46 | $1.7M | +$372.7K | 1.6% |
| Quadcap Wealth Management, LLC | 2,945 | +42 | $1.7M | +$369.6K | 1.4% |
| Premier Path Wealth Partners, LLC | 2,894 | +53 | $1.6M | +$368.8K | 1.9% |
| Legacy Wealth Asset Management, LLC | 2,921 | +45 | $1.7M | +$368.1K | 1.6% |
| Blue Chip Partners, LLC | 2,145 | +231 | $1.2M | +$358.8K | 12.1% |
| DOLIVER ADVISORS, LP | 2,361 | +171 | $1.3M | +$357.7K | 7.8% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 806 | +585 | $456.4K | +$357.6K | 264.7% |
| PATRON PARTNERS, LLC | 2,526 | +122 | $1.4M | +$355.5K | 5.1% |
| Midwest Professional Planners, LTD. | 2,797 | +49 | $1.6M | +$355.1K | 1.8% |
| ORG Wealth Partners, LLC | 661 | +611 | $374.3K | +$352.0K | 1222.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,821 | +31 | $1.6M | +$349.9K | 1.1% |
| Cove Private Wealth, LLC | 1,170 | +462 | $662.6K | +$346.0K | 65.3% |
| Mendel Money Management | 2,334 | +146 | $1.3M | +$343.3K | 6.7% |
| Virtue Capital Management, LLC | 5,798 | +4,238 | $1.0M | +$342.7K | 271.7% |
| Douglass Winthrop Advisors, LLC | 2,016 | +220 | $1.1M | +$338.6K | 12.2% |
| Miracle Mile Advisors, LLC | 2,802 | +9 | $1.6M | +$337.8K | 0.3% |
| ORRSTOWN FINANCIAL SERVICES INC | 2,099 | +196 | $1.2M | +$337.7K | 10.3% |
| Cooper Financial Group | 1,613 | +303 | $913.5K | +$327.7K | 23.1% |
| LVW Advisors, LLC | 1,842 | +235 | $1.0M | +$324.5K | 14.6% |
| Pure Financial Advisors, LLC | 2,245 | +124 | $1.3M | +$322.9K | 5.8% |
| GeoWealth Management, LLC | 2,155 | +146 | $1.2M | +$321.9K | 7.3% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,541 | +40 | $1.4M | +$320.6K | 1.6% |
| Waterway Wealth Management, LLC | 2,362 | +87 | $1.3M | +$320.3K | 3.8% |
| Joel Isaacson & Co., LLC | 2,636 | +4 | $1.5M | +$315.8K | 0.1% |
| Diligent Investors, LLC | 2,133 | +125 | $1.2M | +$310.0K | 6.2% |
| JGP Wealth Management, LLC | 2,154 | +100 | $1.2M | +$310.0K | 4.9% |
| V2 Financial group LLC | 1,021 | +421 | $578.3K | +$309.9K | 70.2% |
| S.A. Mason LLC | 1,750 | +225 | $991.1K | +$309.1K | 14.8% |
| HBK Sorce Advisory LLC | 3,967 | +219 | $1.9M | +$303.8K | 5.8% |
| Atwater Malick LLC | 2,486 | +11 | $1.4M | +$301.1K | 0.4% |
| Lineweaver Wealth Advisors, LLC | 1,735 | +208 | $982.6K | +$299.7K | 13.6% |
| Sivia Capital Partners, LLC | 1,175 | +357 | $665.5K | +$299.6K | 43.6% |
| Institute for Wealth Management, LLC. | 2,421 | +11 | $1.4M | +$293.3K | 0.5% |
| CHICAGO TRUST Co NA | 1,940 | +139 | $1.1M | +$293.3K | 7.7% |
| Integrated Advisors Network LLC | 1,912 | +135 | $1.1M | +$288.2K | 7.6% |
| Aprio Wealth Management, LLC | 931 | +396 | $527.3K | +$288.1K | 74.0% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1,546 | +232 | $875.6K | +$287.9K | 17.6% |
| Avior Wealth Management, LLC | 1,868 | +145 | $1.1M | +$287.4K | 8.4% |
| Chicago Partners Investment Group LLC | 3,458 | +656 | $1.8M | +$283.8K | 23.4% |
| Catalyst Capital Advisors LLC | 641 | +462 | $363.0K | +$283.0K | 258.1% |
| Global Trust Asset Management, LLC | 1,191 | +314 | $674.6K | +$282.3K | 35.8% |
| Sendero Wealth Management, LLC | 2,189 | +46 | $1.2M | +$281.3K | 2.1% |
| TOWNSQUARE CAPITAL LLC | 1,602 | +202 | $907.3K | +$281.2K | 14.4% |
| Interchange Capital Partners, LLC | 1,616 | +187 | $915.2K | +$276.1K | 13.1% |
| Stamos Capital Partners, L.P. | 1,822 | +124 | $1.0M | +$272.5K | 7.3% |
| Canopy Partners, LLC | 1,443 | +222 | $817.3K | +$271.2K | 18.2% |
| Advisor OS, LLC | 1,891 | +99 | $1.1M | +$269.6K | 5.5% |
| IFC Advisors LLC | 1,016 | +332 | $575.4K | +$269.5K | 48.5% |
| Avantax Planning Partners, Inc. | 1,950 | +82 | $1.1M | +$269.0K | 4.4% |
| U.S. Capital Wealth Advisors, LLC | 2,098 | +41 | $1.2M | +$268.3K | 2.0% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 2,133 | +30 | $1.2M | +$267.5K | 1.4% |
| Wilmington Savings Fund Society, FSB | 2,126 | +30 | $1.2M | +$266.7K | 1.4% |
| RICHARDSON FINANCIAL SERVICES INC. | 1,658 | +142 | $939.0K | +$261.0K | 9.4% |
| GUERRA PAN ADVISORS, LLC | 2,136 | +7 | $1.2M | +$257.6K | 0.3% |
| L2 Asset Management, LLC | 1,773 | +100 | $1.0M | +$255.9K | 6.0% |
| Legacy Financial Advisors, Inc. | 2,099 | +8 | $1.2M | +$253.9K | 0.4% |
| Scientech Research LLC | 1,886 | +61 | $1.1M | +$252.0K | 3.3% |
| Wealth Management Partners, LLC | 2,098 | +2 | $1.2M | +$250.8K | 0.1% |
| SevenBridge Financial Group, LLC | 9,067 | +1,123 | $4.8M | +$247.2K | 14.1% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,749 | +82 | $990.8K | +$245.5K | 4.9% |
| BEACON FINANCIAL PLANNING, INC | 2,046 | +2 | $1.2M | +$244.6K | 0.1% |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,548 | +132 | $876.7K | +$243.4K | 9.3% |
| Simplicity Wealth,LLC | 1,670 | +88 | $945.7K | +$238.3K | 5.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1,103 | +232 | $624.7K | +$235.2K | 26.6% |
| Hartford Financial Management Inc. | 1,671 | +77 | $946.4K | +$233.5K | 4.8% |
| Evelyn Partners Asset Management Ltd | 4,755 | +224 | $2.7M | +$230.9K | 4.9% |
| WESBANCO BANK INC | 1,625 | +78 | $920.3K | +$228.5K | 5.0% |
| Facet Wealth, Inc. | 1,009 | +341 | $526.7K | +$228.0K | 51.0% |
| MassMutual Private Wealth & Trust, FSB | 1,400 | +136 | $792.9K | +$227.6K | 10.8% |
| Pine Haven Investment Counsel, Inc | 1,812 | +23 | $1.0M | +$226.2K | 1.3% |
| HARRELL INVESTMENT PARTNERS, LLC | 1,876 | +5 | $1.1M | +$225.7K | 0.3% |
| Allen Capital Group, LLC | 1,254 | +166 | $710.2K | +$223.6K | 15.3% |
| Saiph Capital, LLC | 1,598 | +70 | $905.0K | +$221.7K | 4.6% |
| TRUST POINT INC. | 1,578 | +72 | $893.7K | +$220.2K | 4.8% |
| Quotient Wealth Partners, LLC | 1,679 | +45 | $950.9K | +$220.1K | 2.8% |
| KRAEMATON INVESTMENT ADVISORS, INC | 1,485 | +95 | $841.0K | +$219.4K | 6.8% |
| PRIVATE TRUST CO NA | 1,338 | +134 | $757.8K | +$219.3K | 11.1% |
| BSW Wealth Partners | 1,649 | +50 | $933.9K | +$218.8K | 3.1% |
| DMC Group, LLC | 1,079 | +201 | $611.1K | +$218.4K | 22.9% |
| BIRCHBROOK, INC. | 1,590 | +57 | $900.5K | +$214.9K | 3.7% |
| VERUS CAPITAL PARTNERS, LLC | 1,109 | +182 | $628.1K | +$213.5K | 19.6% |
| RB Capital Management, LLC | 1,689 | +26 | $956.6K | +$212.8K | 1.6% |
| Relyea Zuckerberg Hanson LLC | 780 | +261 | $441.8K | +$209.6K | 50.3% |
| Prosperity Financial Group, Inc. | 1,444 | +83 | $817.8K | +$209.1K | 6.1% |
| Kera Capital Partners, Inc. | 1,037 | +335 | $522.9K | +$208.9K | 47.7% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1,503 | +66 | $851.2K | +$208.6K | 4.6% |
| Acropolis Investment Management, LLC | 1,283 | +328 | $726.6K | +$207.7K | 34.3% |
| Quent Capital, LLC | 1,505 | +62 | $852.4K | +$207.0K | 4.3% |
| Stokes Family Office, LLC | 1,158 | +153 | $655.8K | +$206.4K | 15.2% |
| Trinity Legacy Partners, LLC | 5,250 | +71 | $3.0M | +$206.4K | 1.4% |
| Cornerstone Wealth Group, LLC | 962 | +204 | $545.0K | +$206.1K | 26.9% |
| Richard W. Paul & Associates, LLC | 1,619 | +27 | $916.9K | +$204.9K | 1.7% |
| Moors & Cabot, Inc. | 1,572 | +37 | $890.3K | +$203.8K | 2.4% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 1,467 | +64 | $831.0K | +$203.4K | 4.6% |
| Gryphon Financial Partners LLC | 1,386 | +84 | $785.0K | +$202.7K | 6.5% |
| RHS Financial, LLC | 978 | +187 | $553.9K | +$200.1K | 23.6% |
| MJP ASSOCIATES INC /ADV | 1,319 | +95 | $747.0K | +$199.6K | 7.8% |
| OARSMAN CAPITAL, INC. | 1,542 | +32 | $873.3K | +$198.0K | 2.1% |
| Core Alternative Capital | 357 | +345 | $202.2K | +$196.8K | 2875.0% |
| Uniting Wealth Partners, LLC | 1,546 | +27 | $875.6K | +$196.3K | 1.8% |
| Wealth Advisors of Tampa Bay, LLC | 1,062 | +155 | $601.5K | +$195.8K | 17.1% |
| EVERPAR ADVISORS LLC | 1,148 | +132 | $650.2K | +$195.8K | 13.0% |
| Trueblood Wealth Management, LLC | 1,354 | +75 | $766.9K | +$194.8K | 5.9% |
| Rossmore Private Capital | 1,131 | +133 | $640.6K | +$194.2K | 13.3% |
| EARNED WEALTH ADVISORS, LLC | 796 | +220 | $451.1K | +$193.3K | 38.2% |
| Soltis Investment Advisors LLC | 965 | +172 | $546.7K | +$192.0K | 21.7% |
| First Heartland Consultants, Inc. | 1,562 | +9 | $884.9K | +$190.1K | 0.6% |
| Souders Financial Advisors | 1,444 | +39 | $817.8K | +$189.5K | 2.8% |
| SPIREPOINT PRIVATE CLIENT, LLC | 1,298 | +76 | $735.1K | +$188.6K | 6.2% |
| Centurion Wealth Management LLC | 1,174 | +107 | $664.9K | +$187.7K | 10.0% |
| Prestige Wealth Management Group LLC | 457 | +375 | $223.9K | +$187.3K | 457.3% |
| Blue Edge Capital, LLC | 1,479 | +24 | $837.6K | +$186.9K | 1.6% |
| Cornell Pochily Investment Advisors, Inc. | 1,379 | +50 | $781.0K | +$186.6K | 3.8% |
| Black Diamond Financial, LLC | 709 | +228 | $401.5K | +$186.4K | 47.4% |
| BANK OF STOCKTON | 1,456 | +29 | $824.6K | +$186.4K | 2.0% |
| Golden State Wealth Management, LLC | 1,544 | +3 | $874.6K | +$185.3K | 0.2% |
| HOWARD FINANCIAL SERVICES, LTD. | 973 | +155 | $551.1K | +$185.2K | 18.9% |
| Legacy Capital Wealth Partners, LLC | 1,454 | +26 | $823.5K | +$184.8K | 1.8% |
| NAPLES GLOBAL ADVISORS, LLC | 1,166 | +100 | $660.4K | +$183.6K | 9.4% |
| Proactive Wealth Strategies LLC | 1,087 | +120 | $615.6K | +$183.2K | 12.4% |
| Walkner Condon Financial Advisors LLC | 766 | +205 | $433.8K | +$182.9K | 36.5% |
| Coign Capital Advisors LLC | 1,436 | +26 | $813.3K | +$182.7K | 1.8% |
| DT Investment Partners, LLC | 383 | +302 | $216.9K | +$180.7K | 372.8% |
| NIA IMPACT ADVISORS, LLC | 1,502 | +3 | $850.7K | +$180.3K | 0.2% |
| NICOLET ADVISORY SERVICES, LLC | 1,233 | +39 | $706.2K | +$179.7K | 3.3% |
| Moss Adams Wealth Advisors LLC | 986 | +136 | $558.4K | +$178.3K | 16.0% |
| Parkside Financial Bank & Trust | 1,175 | +85 | $665.5K | +$178.0K | 7.8% |
| Klingman & Associates, LLC | 1,222 | +71 | $692.1K | +$177.3K | 6.2% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 650 | +222 | $368.1K | +$176.7K | 51.9% |
| Valmark Advisers, Inc. | 1,097 | +101 | $621.3K | +$175.9K | 10.1% |
| QVR LLC | 863 | +163 | $488.8K | +$175.7K | 23.3% |
| ZWJ INVESTMENT COUNSEL INC | 1,155 | +84 | $654.1K | +$175.2K | 7.8% |
| ROMANO BROTHERS AND COMPANY | 1,157 | +80 | $655.3K | +$173.6K | 7.4% |
| Werba Rubin Papier Wealth Management | 689 | +199 | $390.2K | +$171.1K | 40.6% |
| Lord & Richards Wealth Management, LLC | 1,053 | +102 | $596.4K | +$171.1K | 10.7% |
| DRIVE WEALTH MANAGEMENT, LLC | 1,161 | +72 | $657.6K | +$170.5K | 6.6% |
| Clarius Group, LLC | 1,420 | +1 | $804.2K | +$169.6K | 0.1% |
| Modera Wealth Management, LLC | 1,339 | +18 | $758.4K | +$167.8K | 1.4% |
| FLORIDA FINANCIAL ADVISORS, LLC | 725 | +187 | $407.8K | +$167.2K | 34.8% |
| INVESTMENT PARTNERS, LTD. | 1,198 | +54 | $678.5K | +$166.9K | 4.7% |
| Connecticut Wealth Management, LLC | 1,308 | +23 | $740.5K | +$166.0K | 1.8% |
| JACKSON SQUARE CAPITAL, LLC | 1,250 | +36 | $708.0K | +$165.0K | 3.0% |
| Fragasso Financial Advisors Inc | 970 | +119 | $549.4K | +$164.4K | 14.0% |
| Independence Bank of Kentucky | 1,281 | +25 | $725.5K | +$163.8K | 2.0% |
| Parcion Private Wealth LLC | 1,126 | +61 | $637.7K | +$161.4K | 5.7% |
| Ameliora Wealth Management Ltd. | 1,102 | +60 | $624.1K | +$158.1K | 5.8% |
| Aries Wealth Management | 785 | +140 | $444.6K | +$156.1K | 21.7% |
| CYBER HORNET ETFs LLC | 1,022 | +61 | $578.8K | +$149.0K | 6.3% |
| Integrity Advisory Solutions, LLC | 909 | +83 | $514.8K | +$145.4K | 10.0% |
| Dana Investment Advisors, Inc. | 1,140 | +21 | $645.6K | +$145.2K | 1.9% |
| Ipswich Investment Management Co., Inc. | 1,078 | +30 | $610.5K | +$141.8K | 2.9% |
| Total Clarity Wealth Management, Inc. | 1,047 | +33 | $593.0K | +$139.5K | 3.3% |
| Sand Hill Global Advisors, LLC | 1,057 | +30 | $598.6K | +$139.3K | 2.9% |
| Impact Capital Partners LLC | 744 | +113 | $421.4K | +$139.2K | 17.9% |
| Magnus Financial Group LLC | 837 | +85 | $474.0K | +$137.7K | 11.3% |
| BlueStem Wealth Partners, LLC | 1,042 | +29 | $590.1K | +$137.1K | 2.9% |
| Visionary Wealth Advisors | 1,056 | +25 | $598.1K | +$137.0K | 2.4% |
| COMPASS CAPITAL CORP /MA/ /ADV | 1,905 | +29 | $943.5K | -$136.4K | 1.5% |
| Welch Group, LLC | 639 | +134 | $361.9K | +$136.1K | 26.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,754 | +104 | $1.6M | +$134.1K | 3.9% |
| Family Management Corp | 754 | +95 | $427.0K | +$132.3K | 14.4% |
| Haverford Trust Co | 671 | +117 | $380.0K | +$132.3K | 21.1% |
| Operose Advisors LLC | 672 | +118 | $380.0K | +$132.3K | 21.3% |
| Eagle Strategies LLC | 715 | +105 | $404.9K | +$132.1K | 17.2% |
| SCS Capital Management LLC | 936 | +44 | $529.8K | +$131.1K | 4.9% |
| WRAPMANAGER INC | 1,093 | +2 | $619.0K | +$131.1K | 0.2% |
| Wealth Management Associates, Inc. | 902 | +52 | $510.9K | +$130.7K | 6.1% |
| Embree Financial Group | 600 | +132 | $339.8K | +$130.5K | 28.2% |
| GHP Investment Advisors, Inc. | 316 | +205 | $179.0K | +$129.3K | 184.7% |
| LJI Wealth Management, LLC | 1,060 | +6 | $600.3K | +$129.0K | 0.6% |
| PRINCETON CAPITAL MANAGEMENT LLC | 690 | +104 | $390.8K | +$128.7K | 17.7% |
| Avid Wealth Partners LLC | 816 | +70 | $462.1K | +$128.5K | 9.4% |
| YANKCOM Partnership | 878 | +52 | $497.3K | +$127.8K | 6.3% |
| Warther Private Wealth, LLC | 1,013 | +13 | $573.7K | +$126.5K | 1.3% |
| 1776 Wealth LLC | 1,035 | +7 | $586.2K | +$126.4K | 0.7% |
| Riverstone Advisors, LLC | 799 | +69 | $452.5K | +$126.0K | 9.4% |
| McAdam, LLC | 602 | +120 | $340.9K | +$125.4K | 24.9% |
| KFG WEALTH MANAGEMENT, LLC | 980 | +17 | $555.0K | +$124.4K | 1.8% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 1,128 | +178 | $638.9K | +$122.6K | 18.7% |
| FIDUCIARY FINANCIAL GROUP, LLC | 920 | +19 | $521.1K | +$118.1K | 2.1% |
| Colonial Trust Co / SC | 487 | +133 | $276.0K | +$117.6K | 37.6% |
| SG Americas Securities, LLC | 278,819 | +185,665 | $157.9K | +$116.3K | 199.3% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 713 | +69 | $403.8K | +$115.8K | 10.7% |
| Real Talk Capital, LLC | 560 | +189 | $317.2K | +$115.6K | 50.9% |
| Optimize Financial Inc | 920 | +12 | $521.1K | +$115.0K | 1.3% |
| RIVERSEDGE ADVISORS, LLC | 901 | +17 | $510.3K | +$114.9K | 1.9% |
| EVERMAY WEALTH MANAGEMENT LLC | 779 | +48 | $441.2K | +$114.3K | 6.6% |
| Bay Capital Advisors, LLC | 955 | +1 | $540.9K | +$114.2K | 0.1% |
| LORD, ABBETT & CO. LLC | 201,276 | +200,669 | $114.0K | +$113.7K | 33059.1% |
| Secure Asset Management, LLC | 762 | +30 | $431.6K | +$110.9K | 4.1% |
| EWA, LLC | 675 | +67 | $382.3K | +$110.4K | 11.0% |
| Regent Peak Wealth Advisors LLC | 760 | +40 | $430.4K | +$108.4K | 5.5% |
| LaFleur & Godfrey LLC | 771 | +35 | $436.7K | +$107.5K | 4.8% |
| Forefront Wealth Partners, LLC | 819 | +21 | $463.8K | +$107.0K | 2.6% |
| Argentarii, LLC | 847 | +12 | $479.7K | +$106.3K | 1.4% |
| CVA Family Office, LLC | 574 | +80 | $325.1K | +$104.2K | 16.2% |
| Capital Investment Advisory Services, LLC | 729 | +37 | $412.9K | +$103.4K | 5.3% |
| Balefire, LLC | 803 | +16 | $454.8K | +$102.8K | 2.0% |
| Sunflower Bank, N.A. | 738 | +30 | $418.0K | +$101.3K | 4.2% |
| Cassaday & Co Wealth Management LLC | 685 | +43 | $388.0K | +$100.8K | 6.7% |
| Platform Technology Partners | 818 | +6 | $463.1K | +$100.1K | 0.7% |
| Prentice Wealth Management LLC | 722 | +27 | $408.9K | +$98.1K | 3.9% |
| Dunhill Financial, LLC | 735 | +19 | $416.3K | +$96.0K | 2.6% |
| ROTHSCHILD INVESTMENT LLC | 558 | +65 | $316.0K | +$95.5K | 13.2% |
| Beaumont Financial Advisors, LLC | 650 | +39 | $368.1K | +$94.9K | 6.4% |
| Annis Gardner Whiting Capital Advisors, LLC | 381 | +108 | $215.8K | +$93.7K | 39.6% |
| Claro Advisors LLC | 718 | +14 | $406.6K | +$92.0K | 2.0% |
| MCF Advisors LLC | 234 | +143 | $132.5K | +$91.8K | 157.1% |
| Francis Financial, Inc. | 799 | +43 | $452.5K | +$91.6K | 5.7% |
| WEST PACES ADVISORS INC. | 611 | +40 | $346.0K | +$90.7K | 7.0% |
| Stonebrook Private Inc. | 540 | +58 | $305.8K | +$90.3K | 12.0% |
| Morling Financial Advisors, LLC | 712 | +7 | $403.2K | +$88.0K | 1.0% |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 629 | +29 | $356.2K | +$87.9K | 4.8% |
| Second Line Capital, LLC | 616 | +30 | $348.9K | +$86.8K | 5.1% |
| Commonwealth Financial Services, LLC | 592 | +32 | $335.3K | +$84.8K | 5.7% |
| Great Diamond Partners, LLC | 674 | +8 | $381.7K | +$83.9K | 1.2% |
| Elwood & Goetz Wealth Advisory Group, LLC | 605 | +25 | $342.6K | +$83.3K | 4.3% |
| Robertson Stephens Wealth Management, LLC | 601 | +25 | $340.7K | +$82.8K | 4.3% |
| Successful Portfolios LLC | 545 | +15 | $319.5K | +$82.5K | 2.8% |
| Spinnaker Investment Group, LLC | 552 | +33 | $312.6K | +$80.5K | 6.3% |
| ORG Partners LLC | 441 | +61 | $249.7K | +$79.8K | 16.1% |
| NATIXIS ADVISORS, LLC | 511,913 | +39,563 | $289.9K | +$78.7K | 8.4% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 578 | +22 | $327.3K | +$78.4K | 4.0% |
| Permanent Capital Management, LP | 623 | +9 | $352.8K | +$78.2K | 1.5% |
| Opal Wealth Advisors, LLC | 601 | +14 | $340.4K | +$77.9K | 2.4% |
| BECKER CAPITAL MANAGEMENT INC | 597 | +15 | $338.1K | +$77.8K | 2.6% |
| Westfuller Advisors, LLC | 591 | +16 | $334.7K | +$77.6K | 2.8% |
| PUREfi Wealth, LLC | 534 | +30 | $302.4K | +$77.0K | 6.0% |
| Topsail Wealth Management, LLC | 563 | +20 | $318.9K | +$76.0K | 3.7% |
| MEEDER ASSET MANAGEMENT INC | 195 | +118 | $110.4K | +$76.0K | 153.2% |
| Jacobsen Capital Management | 594 | +10 | $336.4K | +$75.2K | 1.7% |
| Holistic Financial Partners | 570 | +12 | $322.8K | +$73.3K | 2.1% |
| Strategies Wealth Advisors, LLC | 577 | +10 | $326.8K | +$73.2K | 1.8% |
| Calydon Capital | 517 | +24 | $292.8K | +$72.3K | 4.9% |
| Hoxton Planning & Management, LLC | 561 | +10 | $317.7K | +$71.3K | 1.8% |
| Cornerstone Select Advisors, LLC | 564 | +9 | $319.4K | +$71.2K | 1.6% |
| Alteri Wealth LLC | 483 | +23 | $273.6K | +$67.8K | 5.0% |
| Thrivent Financial for Lutherans | 418,847 | +38,108 | $237.3K | +$67.0K | 10.0% |
| Sunburst Financial Group, LLC | 485 | +20 | $274.7K | +$66.8K | 4.3% |
| White Lighthouse Investment Management Inc. | 473 | +23 | $267.9K | +$66.6K | 5.1% |
| IFG Advisory, LLC | 545 | +3 | $308.7K | +$66.3K | 0.6% |
| Pinion Investment Advisors, LLC | 688 | +93 | $389.7K | +$64.5K | 15.6% |
| Invst, LLC | 2,364 | +18 | $1.3M | +$64.0K | 0.8% |
| Berkeley Capital Partners, LLC | 468 | +17 | $265.1K | +$63.4K | 3.8% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 502 | +6 | $284.3K | +$62.5K | 1.2% |
| Sound Income Strategies, LLC | 145 | +110 | $77.6K | +$62.0K | 314.3% |
| Gemmer Asset Management LLC | 511 | +1 | $289.4K | +$61.3K | 0.2% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 473 | +11 | $267.9K | +$61.3K | 2.4% |
| Handelsbanken Fonder AB | 357,586 | +41,605 | $202.5K | +$61.2K | 13.2% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 398 | +30 | $225.4K | +$60.8K | 8.2% |
| Charter Oak Capital Management, LLC | 458 | +8 | $259.4K | +$58.1K | 1.8% |
| Hendershot Investments Inc. | 418 | +17 | $236.7K | +$57.4K | 4.2% |
| Mayflower Financial Advisors, LLC | 464 | +3 | $262.8K | +$56.6K | 0.7% |
| Raleigh Capital Management Inc. | 370 | +28 | $209.6K | +$56.6K | 8.2% |
| WPG Advisers, LLC | 411 | +17 | $232.8K | +$56.6K | 4.3% |
| Mutual Advisors, LLC | 967 | +76 | $547.5K | +$56.2K | 8.5% |
| Colonial Trust Advisors | 221 | +64 | $125.2K | +$55.0K | 40.8% |
| Glen Eagle Advisors, LLC | 319 | +36 | $180.7K | +$54.1K | 12.7% |
| TOTH FINANCIAL ADVISORY CORP | 395 | +15 | $223.7K | +$53.8K | 3.9% |
| CONTINENTAL INVESTORS SERVICES, INC. | 594 | +44 | $300.0K | +$53.7K | 8.0% |
| Diversify Advisory Services, LLC | 11,744 | +291 | $6.3M | +$50.4K | 2.5% |
| Steigerwald, Gordon & Koch Inc. | 355 | +14 | $201.1K | +$48.6K | 4.1% |
| BankPlus Trust Department | 219 | +50 | $124.0K | +$48.5K | 29.6% |
| Nemes Rush Group LLC | 357 | +13 | $202.2K | +$48.3K | 3.8% |
| GoalVest Advisory LLC | 183 | +59 | $103.6K | +$48.2K | 47.6% |
| SITTNER & NELSON, LLC | 929 | +18 | $453.5K | +$46.1K | 2.0% |
| Pilgrim Partners Asia Pte Ltd | 160 | +60 | $90.6K | +$45.9K | 60.0% |
| Peterson Wealth Services | 377 | +373 | $213.5K | +$44.9K | 9325.0% |
| Salomon & Ludwin, LLC | 225 | +35 | $127.4K | +$41.5K | 18.4% |
| North Star Investment Management Corp. | 269 | +21 | $152.4K | +$41.4K | 8.5% |
| Daner Wealth Management, LLC | 495 | +38 | $245.1K | +$41.2K | 8.3% |
| ACADIAN ASSET MANAGEMENT LLC | 143,666 | +52,148 | $81.4K | +$40.4K | 57.0% |
| Bell Investment Advisors, Inc | 183 | +40 | $103.6K | +$39.7K | 28.0% |
| Evelyn Partners Investment Management (Europe) Ltd | 1,017 | +30 | $576.0K | +$39.6K | 3.0% |
| Legacy Wealth Managment, LLC/ID | 79 | +66 | $44.7K | +$38.9K | 507.7% |
| Employees Retirement System of Texas | 76,841 | +65,179 | $43.5K | +$38.3K | 558.9% |
| Tidemark, LLC | 110 | +56 | $62.3K | +$38.1K | 103.7% |
| Financial Network Wealth Advisors LLC | 86 | +61 | $48.7K | +$37.5K | 244.0% |
| ST GERMAIN D J CO INC | 158 | +40 | $89.5K | +$36.7K | 33.9% |
| HIGHLINE WEALTH PARTNERS LLC | 195 | +30 | $110.4K | +$36.6K | 18.2% |
| BlackDiamond Wealth Management, LLC | 608 | +19 | $299.6K | +$36.2K | 3.2% |
| JFS WEALTH ADVISORS, LLC | 179 | +32 | $101.4K | +$35.6K | 21.8% |
| Westside Investment Management, Inc. | 263 | +6 | $147.8K | +$35.3K | 2.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 247 | +12 | $139.9K | +$34.8K | 5.1% |
| Crewe Advisors LLC | 232 | +11 | $131.4K | +$32.4K | 5.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 99 | +45 | $56.1K | +$31.9K | 83.3% |
| CBIZ Investment Advisory Services, LLC | 131 | +35 | $74.2K | +$31.3K | 36.5% |
| PIN OAK INVESTMENT ADVISORS INC | 154 | +88 | $75 | -$29.4K | 133.3% |
| Turning Point Benefit Group, Inc. | 56 | +50 | $31.7K | +$29.1K | 833.3% |
| OAKWORTH CAPITAL, INC. | 61 | +45 | $34.5K | +$27.4K | 281.3% |
| MARYLAND CAPITAL ADVISORS INC. | 125 | +25 | $70.8K | +$26.1K | 25.0% |
| SJS Investment Consulting Inc. | 157 | +13 | $88.9K | +$24.5K | 9.0% |
| True Wealth Design, LLC | 176 | +7 | $99.7K | +$23.9K | 4.1% |
| Sachetta, LLC | 141 | +12 | $79.9K | +$22.2K | 9.3% |
| HFM Investment Advisors, LLC | 39 | +38 | $22.1K | +$21.6K | 3800.0% |
| Wealth Watch Advisors, INC | 130 | +13 | $73.6K | +$21.3K | 11.1% |
| ATWOOD & PALMER INC | 172 | +1 | $97.4K | +$20.9K | 0.6% |
| Activest Wealth Management | 125 | +13 | $70.9K | +$20.7K | 11.6% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 450 | +10 | $219.7K | -$20.3K | 2.3% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 150 | +5 | $85.0K | +$20.1K | 3.4% |
| Newbridge Financial Services Group, Inc. | 44 | +33 | $24.9K | +$20.0K | 300.0% |
| Triumph Capital Management | 128 | +8 | $72.5K | +$18.8K | 6.7% |
| High Note Wealth, LLC | 69 | +23 | $39.1K | +$18.5K | 50.0% |
| Mn Services Vermogensbeheer B.V. | 138,778 | +2,578 | $78.6K | +$17.7K | 1.9% |
| First Command Advisory Services, Inc. | 85 | +15 | $48.1K | +$16.8K | 21.4% |
| Addison Advisors LLC | 76 | +17 | $43.0K | +$16.7K | 28.8% |
| American Capital Advisory, LLC | 101 | +9 | $57.2K | +$16.1K | 9.8% |
| Centric Wealth Management | 459 | +3 | $228.0K | -$15.6K | 0.7% |
| BLALOCK WILLIAMS, LLC | 588 | +4 | $332.7K | +$15.4K | 0.7% |
| ADIRONDACK TRUST CO | 72 | +13 | $40.8K | +$14.4K | 22.0% |
| Princeton Global Asset Management LLC | 68 | +13 | $38.5K | +$13.9K | 23.6% |
| BI Asset Management Fondsmaeglerselskab A/S | 56,803 | +15,446 | $32.2K | +$13.7K | 37.3% |
| VAN ECK ASSOCIATES CORP | 77,762 | +6,616 | $44.0K | +$12.2K | 9.3% |
| MJT & Associates Financial Advisory Group, Inc. | 34 | +17 | $19.3K | +$11.7K | 100.0% |
| S&T Bank/PA | 45 | +14 | $25.5K | +$11.6K | 45.2% |
| HANTZ FINANCIAL SERVICES, INC. | 31,772 | +16,322 | $18.0K | +$11.1K | 105.6% |
| Marquette Asset Management, LLC | 46 | +11 | $26.1K | +$10.4K | 31.4% |
| Cornerstone Planning Group LLC | 203 | +21 | $106.0K | +$9.5K | 11.5% |
| ELEVATION WEALTH PARTNERS, LLC | 41 | +9 | $23.2K | +$8.9K | 28.1% |
| Janney Montgomery Scott LLC | 57,165 | +4,458 | $32.4K | +$8.8K | 8.4% |
| CWM, LLC | 49,521 | +6,455 | $28.0K | +$8.8K | 15.0% |
| Kaizen Financial Strategies | 411 | +2 | $232.8K | +$8.7K | 0.5% |
| MB, LEVIS & ASSOCIATES, LLC | 31 | +10 | $17.6K | +$8.2K | 47.6% |
| First Pacific Financial | 54 | +2 | $30.6K | +$7.3K | 3.8% |
| Harvest Fund Management Co., Ltd | 30,264 | +8,173 | $17.1K | +$7.3K | 37.0% |
| HRT FINANCIAL LP | 29,160 | +7,578 | $16.5K | +$6.9K | 35.1% |
| IMG Wealth Management, Inc. | 44 | +3 | $24.9K | +$6.6K | 7.3% |
| Gen-Wealth Partners Inc | 21 | +9 | $11.9K | +$6.5K | 75.0% |
| iA Global Asset Management Inc. | 44,125 | +2,564 | $25.0K | +$6.4K | 6.2% |
| Cambridge Investment Research Advisors, Inc. | 42,136 | +2,636 | $23.9K | +$6.2K | 6.7% |
| Rialto Wealth Management, LLC | 21 | +8 | $11.9K | +$6.1K | 61.5% |
| Pacifica Partners Inc. | 22 | +7 | $12.4K | +$5.8K | 46.7% |
| WINNOW WEALTH LLC | 11 | +10 | $6.2K | +$5.8K | 1000.0% |
| DILLON & ASSOCIATES INC | 31,836 | +3,362 | $18.0K | +$5.3K | 11.8% |
| Bare Financial Services, Inc | 35 | +1 | $19.8K | +$4.6K | 2.9% |
| Penserra Capital Management LLC | 8,687 | +7,682 | $4.9K | +$4.5K | 764.4% |
| Bridgewater Advisors Inc. | 1,042 | +53 | $545.8K | +$3.9K | 5.3% |
| Bay Harbor Wealth Management, LLC | 14 | +5 | $7.9K | +$3.9K | 55.5% |
| Valued Wealth Advisors LLC | 25 | +2 | $14.2K | +$3.9K | 8.7% |
| HORIZON FINANCIAL SERVICES, LLC | 15 | +4 | $8.5K | +$3.6K | 36.4% |
| PEAPACK GLADSTONE FINANCIAL CORP | 18,584 | +2,136 | $10.5K | +$3.2K | 13.0% |
| Aspect Partners, LLC | 11 | +4 | $6.2K | +$3.1K | 57.1% |
| NVWM, LLC | 10 | +3 | $5.7K | +$2.5K | 42.9% |
| Mascoma Wealth Management LLC | 11 | +2 | $6.5K | +$2.5K | 22.2% |
| PARK AVENUE SECURITIES LLC | 18,416 | +152 | $10.4K | +$2.3K | 0.8% |
| Gulf International Bank (UK) Ltd | 18,240 | +22 | $10.3K | +$2.2K | 0.1% |
| ALGERT GLOBAL LLC | 16,293 | +478 | $9.2K | +$2.2K | 3.0% |
| Maxi Investments CY Ltd | 8,145 | +2,535 | $4.6K | +$2.1K | 45.2% |
| PayPay Securities Corp | 11 | +1 | $6.2K | +$2.0K | 10.0% |
| Signature Resources Capital Management, LLC | 9 | +2 | $5.1K | +$2.0K | 28.6% |
| WEDBUSH SECURITIES INC | 13,863 | +73 | $7.9K | +$1.7K | 0.5% |
| Peloton Wealth Strategists | 2,984 | +1,788 | $1.7K | +$1.2K | 149.5% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,300 | +1,000 | $3.0K | +$1.1K | 23.3% |
| Hanson & Doremus Investment Management | 4,923 | +686 | $2.8K | +$893 | 16.2% |
| INGALLS & SNYDER LLC | 6,983 | +50 | $4.0K | +$854 | 0.7% |
| CSM Advisors, LLC | 4,094 | +737 | $2.3K | +$814 | 21.9% |
| Davis Capital Management | 3 | +1 | $1.7K | +$805 | 50.0% |
| Stone House Investment Management, LLC | 2 | +1 | $1.1K | +$686 | 100.0% |
| Arete Wealth Advisors, LLC | 2,819 | +664 | $1.6K | +$633 | 30.8% |
| Clal Insurance Enterprises Holdings Ltd | 2,525 | +496 | $1.4K | +$523 | 24.4% |
| WoodTrust Financial Corp | 4,180 | +20 | $2.4K | +$506 | 0.5% |
| NATURAL INVESTMENTS, LLC | 2,838 | +324 | $1.6K | +$483 | 12.9% |
| CX Institutional | 2,165 | +5 | $1.2K | +$260 | 0.2% |
| Hughes Financial Services, LLC | 48 | +1 | $27.2K | +$104 | 2.1% |
| Covestor Ltd | 512 | +53 | $290 | +$84 | 11.5% |
| Smithfield Trust Co | 597 | +7 | $337 | +$75 | 1.2% |
| Capital Analysts, LLC | 457 | +7 | $259 | +$57 | 1.6% |
| VESTOR CAPITAL, LLC | 5,621 | +5,184 | $233 | +$38 | 1186.3% |
| GW&K Investment Management, LLC | 205 | +28 | $116 | +$37 | 15.8% |
| Capital Advisors, Ltd. LLC | 103 | +5 | $58 | +$14 | 5.1% |
| VALLEY NATIONAL ADVISERS INC | 88 | +6 | $49 | +$13 | 7.3% |