13F QoQ Ownership Changes
MCO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 207 new · 493 added · 703 reduced · 122 exited
New Positions(207)
Added To(493)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 15,272,967 | +102,682 | $7.80B | +$573.9M | 0.7% |
| Cantillon Capital Management LLC | 1,348,751 | +906,746 | $648.9M | +$438.3M | 205.1% |
| NORGES BANK | 2,147,599 | +248,562 | $1.10B | +$195.8M | 13.1% |
| FIRST TRUST ADVISORS LP | 417,782 | +317,245 | $213.4M | +$165.5M | 315.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,965,480 | +42,966 | $2.02B | +$156.9M | 1.1% |
| APG Asset Management N.V. | 568,997 | +339,993 | $247.5M | +$154.6M | 148.5% |
| JANUS HENDERSON GROUP PLC | 675,076 | +260,431 | $344.9M | +$147.3M | 62.8% |
| PineStone Asset Management Inc. | 2,375,768 | +111,725 | $1.21B | +$134.9M | 4.9% |
| MORGAN STANLEY | 2,370,601 | +62,798 | $1.21B | +$111.4M | 2.7% |
| Amundi | 907,375 | +150,010 | $463.5M | +$97.4M | 19.8% |
| BANK OF AMERICA CORP /DE/ | 792,749 | +133,131 | $405.0M | +$90.7M | 20.2% |
| National Pension Service | 514,377 | +143,515 | $262.8M | +$86.1M | 38.7% |
| CI INVESTMENTS INC. | 166,006 | +35,255 | $84.8M | +$84.7M | 27.0% |
| Caisse de depot et placement du Quebec | 243,276 | +155,086 | $124.3M | +$82.3M | 175.8% |
| AMERIPRISE FINANCIAL INC | 296,093 | +149,045 | $151.3M | +$81.2M | 101.3% |
| D. E. Shaw & Co., Inc. | 166,858 | +157,611 | $85.2M | +$80.8M | 1704.5% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 155,865 | +119,757 | $79.6M | +$62.4M | 331.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,400,658 | +20,779 | $715.5M | +$58.0M | 1.5% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 564,572 | +65,728 | $288.4M | +$50.7M | 13.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,111,130 | +21,958 | $567.6M | +$48.7M | 2.0% |
| Valley Forge Capital Management, LP | 1,317,292 | +3,148 | $672.9M | +$46.8M | 0.2% |
| Qube Research & Technologies Ltd | 270,786 | +73,754 | $138.3M | +$44.4M | 37.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 106,138 | +83,239 | $54.2M | +$43.3M | 363.5% |
| Meridiem Capital Partners LP | 125,516 | +80,319 | $64.1M | +$42.6M | 177.7% |
| Invesco Ltd. | 1,008,844 | +13,348 | $515.4M | +$41.0M | 1.3% |
| NATIONAL BANK OF CANADA /FI/ | 271,923 | +53,017 | $138.9M | +$34.6M | 24.2% |
| MARSHFIELD ASSOCIATES | 563,557 | +26,429 | $287.9M | +$32.0M | 4.9% |
| DIMENSIONAL FUND ADVISORS LP | 823,852 | +6,743 | $420.9M | +$31.5M | 0.8% |
| Assenagon Asset Management S.A. | 218,843 | +48,240 | $111.8M | +$30.5M | 28.3% |
| CAPTRUST FINANCIAL ADVISORS | 114,304 | +52,033 | $58.4M | +$28.7M | 83.5% |
| Nuveen, LLC | 709,525 | +7,323 | $362.5M | +$27.9M | 1.0% |
| BNP PARIBAS FINANCIAL MARKETS | 191,010 | +38,408 | $102.4M | +$25.9M | 25.2% |
| Man Group plc | 135,275 | +44,269 | $69.1M | +$25.7M | 48.6% |
| TUDOR INVESTMENT CORP ET AL | 48,783 | +47,883 | $24.9M | +$24.5M | 5320.3% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 46,763 | +1,020 | $23.9M | +$23.9M | 2.2% |
| Skye Global Management LP | 346,500 | +22,000 | $177.0M | +$22.4M | 6.8% |
| Walleye Capital LLC | 47,738 | +42,277 | $24.4M | +$21.8M | 774.2% |
| Square Wave Capital, LLC | 115,700 | +37,212 | $59.1M | +$21.7M | 47.4% |
| Canoe Financial LP | 425,922 | +13,780 | $217.6M | +$21.2M | 3.3% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 119,507 | +32,557 | $61.1M | +$19.6M | 37.4% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 55,087 | +36,966 | $28.1M | +$19.5M | 204.0% |
| LBP AM SA | 38,751 | +38,017 | $19.8M | +$19.4M | 5179.4% |
| Voleon Capital Management LP | 45,087 | +33,247 | $23.0M | +$17.4M | 280.8% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 94,814 | +29,486 | $48.4M | +$17.3M | 45.1% |
| Quantinno Capital Management LP | 74,986 | +29,075 | $38.3M | +$16.4M | 63.3% |
| Voya Investment Management LLC | 428,936 | +3,338 | $219.1M | +$16.3M | 0.8% |
| AE Wealth Management LLC | 32,286 | +30,266 | $16.5M | +$15.5M | 1498.3% |
| AVIVA PLC | 299,729 | +10,927 | $153.1M | +$15.5M | 3.8% |
| Robeco Institutional Asset Management B.V. | 168,023 | +18,374 | $85.8M | +$14.5M | 12.3% |
| PANAGORA ASSET MANAGEMENT INC | 29,064 | +27,739 | $14.8M | +$14.2M | 2093.5% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 58,731 | +25,501 | $30.0M | +$14.2M | 76.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 111,327 | +21,364 | $57.0M | +$14.1M | 23.7% |
| Mitsubishi UFJ Trust & Banking Corp | 184,215 | +15,796 | $94.1M | +$13.9M | 9.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 330,018 | +13,049 | $164.7M | +$13.6M | 4.1% |
| Corient Private Wealth LLC | 98,838 | +26,685 | $47.1M | +$12.7M | 37.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 43,809 | +23,203 | $22.4M | +$12.6M | 112.6% |
| BANK OF MONTREAL /CAN/ | 156,214 | +14,990 | $79.8M | +$12.5M | 10.6% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 263,396 | +3,759 | $134.6M | +$10.8M | 1.4% |
| TRB Advisors LP | 30,000 | +20,000 | $15.3M | +$10.6M | 200.0% |
| CITIGROUP INC | 130,785 | +12,553 | $66.8M | +$10.5M | 10.6% |
| CIBC WORLD MARKET INC. | 33,584 | +18,739 | $17.2M | +$10.1M | 126.2% |
| Schonfeld Strategic Advisors LLC | 79,258 | +14,159 | $40.5M | +$9.5M | 21.7% |
| Rakuten Investment Management, Inc. | 20,524 | +6,706 | $10.7M | +$8.7M | 48.5% |
| Focus Partners Wealth | 65,661 | +13,521 | $33.5M | +$8.7M | 25.9% |
| CIBC Asset Management Inc | 40,214 | +14,914 | $20.5M | +$8.5M | 58.9% |
| Tidal Investments LLC | 73,633 | +12,252 | $37.6M | +$8.4M | 20.0% |
| Korea Investment CORP | 102,293 | +10,176 | $52.3M | +$8.4M | 11.0% |
| DANSKE BANK A/S | 96,039 | +8,688 | $49.1M | +$7.4M | 9.9% |
| BANK OF NOVA SCOTIA | 88,459 | +8,646 | $45.2M | +$7.2M | 10.8% |
| Alyeska Investment Group, L.P. | 14,961 | +13,651 | $7.6M | +$7.0M | 1042.1% |
| ALLIANCEBERNSTEIN L.P. | 162,696 | +1,587 | $83.1M | +$6.3M | 1.0% |
| 1832 Asset Management L.P. | 92,621 | +5,912 | $47.3M | +$6.0M | 6.8% |
| Alphinity Investment Management Pty Ltd | 17,464 | +11,241 | $8.9M | +$6.0M | 180.6% |
| Banque Cantonale Vaudoise | 11,534 | +900 | $5.9M | +$5.9M | 8.5% |
| CREDIT AGRICOLE S A | 91,924 | +5,448 | $47.0M | +$5.8M | 6.3% |
| Aberdeen Group plc | 156,218 | +89 | $79.8M | +$5.4M | 0.1% |
| FORSTA AP-FONDEN | 67,660 | +4,960 | $34.6M | +$4.7M | 7.9% |
| DRW Securities, LLC | 11,826 | +8,502 | $6.0M | +$4.5M | 255.8% |
| Creative Planning | 35,341 | +5,635 | $18.1M | +$3.9M | 19.0% |
| MEEDER ASSET MANAGEMENT INC | 7,810 | +7,508 | $4.0M | +$3.8M | 2486.1% |
| Woodline Partners LP | 26,325 | +5,933 | $13.4M | +$3.7M | 29.1% |
| AMERICAN CENTURY COMPANIES INC | 32,260 | +5,419 | $16.5M | +$3.7M | 20.2% |
| GUGGENHEIM CAPITAL LLC | 11,570 | +6,857 | $5.9M | +$3.7M | 145.5% |
| SUMMITRY LLC | 80,001 | +1,867 | $40.9M | +$3.6M | 2.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27,547 | +4,447 | $14.9M | +$3.6M | 19.3% |
| LOOMIS SAYLES & CO L P | 18,006 | +6,216 | $9.2M | +$3.6M | 52.7% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 28,650 | +5,339 | $14.6M | +$3.5M | 22.9% |
| BROWN BROTHERS HARRIMAN & CO | 33,644 | +4,942 | $17.2M | +$3.5M | 17.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 47,466 | +3,913 | $24.2M | +$3.5M | 9.0% |
| NS Partners Ltd | 74,641 | +1,928 | $38.1M | +$3.5M | 2.6% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8,409 | +6,688 | $4.3M | +$3.5M | 388.6% |
| ALLSTATE CORP | 11,990 | +6,158 | $6.1M | +$3.3M | 105.6% |
| Hudson Bay Capital Management LP | 20,157 | +5,262 | $10.3M | +$3.2M | 35.3% |
| MACKENZIE FINANCIAL CORP | 64,877 | +1,450 | $33.4M | +$3.2M | 2.3% |
| Machina Capital S.A.S. | 6,817 | +5,547 | $3.5M | +$2.9M | 436.8% |
| Varma Mutual Pension Insurance Co | 41,866 | +2,900 | $21.4M | +$2.8M | 7.4% |
| 11 Capital Partners LP | 43,906 | +2,717 | $22.4M | +$2.8M | 6.6% |
| Ninety One North America, Inc. | 65,473 | +1,031 | $33.4M | +$2.7M | 1.6% |
| MOORE CAPITAL MANAGEMENT, LP | 14,574 | +4,639 | $7.4M | +$2.7M | 46.7% |
| Lansing Management LP | 26,983 | +3,718 | $13.8M | +$2.7M | 16.0% |
| Global X Japan Co., Ltd. | 6,397 | +5,051 | $3.3M | +$2.6M | 375.3% |
| ABN AMRO INVESTMENT SOLUTIONS | 6,491 | +4,673 | $3.3M | +$2.6M | 257.0% |
| Strategic Global Advisors, LLC | 18,625 | +4,100 | $9.5M | +$2.6M | 28.2% |
| Swedbank AB | 68,878 | +384 | $35.2M | +$2.6M | 0.6% |
| Investment Management Corp of Ontario | 13,022 | +4,352 | $6.7M | +$2.5M | 50.2% |
| Wealthfront Advisers LLC | 20,469 | +3,782 | $10.5M | +$2.5M | 22.7% |
| Lido Advisors, LLC | 19,536 | +4,484 | $9.7M | +$2.5M | 29.8% |
| MACQUARIE GROUP LTD | 31,689 | +2,639 | $16.2M | +$2.3M | 9.1% |
| Mirae Asset Global Investments Co., Ltd. | 27,841 | +2,623 | $14.2M | +$2.2M | 10.4% |
| BNP PARIBAS | 14,330 | +3,566 | $7.3M | +$2.2M | 33.1% |
| Sterling Capital Management LLC | 10,456 | +3,783 | $5.3M | +$2.2M | 56.7% |
| XPONANCE, INC. | 41,621 | +1,470 | $21.3M | +$2.1M | 3.7% |
| iSAM Funds (UK) Ltd | 5,655 | +4,018 | $2.9M | +$2.1M | 245.4% |
| ODDO BHF ASSET MANAGEMENT SAS | 14,899 | +3,333 | $7.6M | +$2.1M | 28.8% |
| AGF MANAGEMENT LTD | 55,829 | +241 | $28.5M | +$2.0M | 0.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 51,715 | +529 | $26.4M | +$2.0M | 1.0% |
| Caprock Group, LLC | 9,150 | +3,938 | $4.7M | +$2.0M | 75.5% |
| Generali Asset Management SPA SGR | 15,575 | +3,093 | $8.0M | +$2.0M | 24.8% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 29,006 | +2,102 | $14.8M | +$2.0M | 7.8% |
| Czech National Bank | 40,456 | +1,271 | $20.7M | +$2.0M | 3.2% |
| Americana Partners, LLC | 16,443 | +2,998 | $8.4M | +$2.0M | 22.3% |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 42,600 | +1,100 | $21.8M | +$2.0M | 2.6% |
| &PARTNERS | 16,445 | +3,044 | $8.4M | +$2.0M | 22.7% |
| Connecticut Wealth Management, LLC | 16,810 | +2,606 | $8.6M | +$1.8M | 18.3% |
| FIL Ltd | 24,888 | +2,013 | $12.7M | +$1.8M | 8.8% |
| WELCH & FORBES LLC | 50,215 | +174 | $25.7M | +$1.8M | 0.3% |
| MUFG Securities EMEA plc | 6,290 | +3,337 | $3.2M | +$1.8M | 113.0% |
| ProShare Advisors LLC | 32,356 | +1,399 | $16.5M | +$1.8M | 4.5% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 27,207 | +1,645 | $13.9M | +$1.7M | 6.4% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 46,589 | +241 | $23.8M | +$1.7M | 0.5% |
| Oxbow Advisors, LLC | 34,053 | +1,098 | $17.4M | +$1.7M | 3.3% |
| NEOS Investment Management LLC | 20,277 | +2,033 | $10.4M | +$1.7M | 11.1% |
| QRG CAPITAL MANAGEMENT, INC. | 15,630 | +2,268 | $8.0M | +$1.6M | 17.0% |
| NorthCrest Asset Manangement, LLC | 36,766 | +419 | $19.4M | +$1.6M | 1.1% |
| Cerity Partners LLC | 40,325 | +463 | $20.6M | +$1.6M | 1.2% |
| GHE, LLC | 16,000 | +2,000 | $8.2M | +$1.5M | 14.3% |
| Pacer Advisors, Inc. | 14,720 | +2,081 | $7.5M | +$1.5M | 16.5% |
| Vanguard Personalized Indexing Management, LLC | 26,124 | +1,171 | $13.3M | +$1.5M | 4.7% |
| Farther Finance Advisors, LLC | 4,836 | +2,637 | $2.5M | +$1.4M | 119.9% |
| Qsemble Capital Management, LP | 5,703 | +2,505 | $2.9M | +$1.4M | 78.3% |
| DNB Asset Management AS | 33,340 | +476 | $17.0M | +$1.4M | 1.4% |
| Candriam S.C.A. | 26,892 | +884 | $13.7M | +$1.3M | 3.4% |
| Jump Financial, LLC | 3,056 | +2,464 | $1.6M | +$1.3M | 416.2% |
| Elo Mutual Pension Insurance Co | 24,346 | +870 | $12.4M | +$1.3M | 3.7% |
| NewEdge Advisors, LLC | 5,636 | +2,213 | $2.9M | +$1.2M | 64.7% |
| BENJAMIN EDWARDS INC | 13,100 | +1,647 | $6.7M | +$1.2M | 14.4% |
| Pathstone Holdings, LLC | 25,766 | +667 | $13.2M | +$1.2M | 2.6% |
| STERLING INVESTMENT MANAGEMENT, LLC | 10,869 | +1,741 | $5.6M | +$1.2M | 19.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 21,410 | +965 | $10.9M | +$1.2M | 4.7% |
| FIFTH THIRD BANCORP | 33,587 | +75 | $17.2M | +$1.2M | 0.2% |
| Marex Group plc | 2,804 | +2,223 | $1.4M | +$1.2M | 382.6% |
| US BANCORP \DE\ | 26,499 | +477 | $13.5M | +$1.1M | 1.8% |
| Vident Advisory, LLC | 27,652 | +384 | $14.1M | +$1.1M | 1.4% |
| NewEdge Wealth, LLC | 7,765 | +1,870 | $4.0M | +$1.1M | 31.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 13,595 | +1,319 | $6.9M | +$1.1M | 10.7% |
| Ascent Wealth Partners, LLC | 7,236 | +1,767 | $3.7M | +$1.1M | 32.3% |
| NATIXIS | 24,157 | +534 | $12.3M | +$1.1M | 2.3% |
| VIRTUS ADVISERS, LLC | 2,284 | +2,231 | $1.1M | +$1.1M | 4209.4% |
| Raiffeisen Bank International AG | 5,529 | +1,825 | $2.9M | +$1.1M | 49.3% |
| Rockefeller Capital Management L.P. | 13,499 | +1,234 | $6.9M | +$1.1M | 10.1% |
| FIRETRAIL INVESTMENTS PTY LTD | 19,732 | +527 | $10.1M | +$1.0M | 2.7% |
| Legato Capital Management LLC | 3,648 | +1,826 | $1.9M | +$995.4K | 100.2% |
| USS Investment Management Ltd | 26,843 | +58 | $13.7M | +$954.3K | 0.2% |
| Kerusso Capital Management LLC | 6,207 | +1,510 | $3.2M | +$932.8K | 32.1% |
| Waverly Advisors, LLC | 2,535 | +1,747 | $1.3M | +$919.4K | 221.7% |
| DAVENPORT & Co LLC | 7,803 | +1,339 | $4.0M | +$905.9K | 20.7% |
| JONES FINANCIAL COMPANIES LLLP | 13,526 | +890 | $6.9M | +$885.5K | 7.0% |
| Calamos Wealth Management LLC | 20,696 | +342 | $10.6M | +$874.3K | 1.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 9,929 | +1,103 | $5.1M | +$866.8K | 12.5% |
| NatWest Group plc | 17,017 | +579 | $8.7M | +$860.8K | 3.5% |
| Empowered Funds, LLC | 17,153 | +545 | $8.8M | +$849.2K | 3.3% |
| Vise Technologies, Inc. | 4,999 | +1,412 | $2.6M | +$844.9K | 39.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,627 | +269 | $10.5M | +$837.1K | 1.3% |
| Callan Family Office, LLC | 6,555 | +1,267 | $3.3M | +$829.0K | 23.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 4,738 | +1,384 | $2.4M | +$822.3K | 41.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 20,915 | +215 | $10.7M | +$821.3K | 1.0% |
| Prospera Financial Services Inc | 2,017 | +1,562 | $1.0M | +$813.6K | 343.3% |
| Advisors Asset Management, Inc. | 4,940 | +1,345 | $2.5M | +$810.7K | 37.4% |
| Ninety One SA (PTY) Ltd | 19,214 | +296 | $9.8M | +$796.1K | 1.6% |
| Global Retirement Partners, LLC | 2,174 | +1,503 | $1.1M | +$790.9K | 224.0% |
| CARDEROCK CAPITAL MANAGEMENT INC | 17,568 | +343 | $9.0M | +$767.2K | 2.0% |
| OFI INVEST ASSET MANAGEMENT | 1,762 | +1,498 | $867.1K | +$760.1K | 567.4% |
| Aquatic Capital Management LLC | 10,589 | +822 | $5.4M | +$755.6K | 8.4% |
| Blue Edge Capital, LLC | 5,393 | +1,174 | $2.8M | +$744.7K | 27.8% |
| UMB Bank, n.a. | 10,085 | +820 | $5.2M | +$737.3K | 8.8% |
| Sequoia Financial Advisors, LLC | 5,693 | +1,092 | $2.9M | +$716.0K | 23.7% |
| AdvisorShares Investments LLC | 15,280 | +356 | $7.8M | +$694.8K | 2.4% |
| HB Wealth Management, LLC | 14,006 | +391 | $7.2M | +$667.3K | 2.9% |
| Vestmark Advisory Solutions, Inc. | 6,552 | +903 | $3.3M | +$655.5K | 16.0% |
| Sciencast Management LP | 4,449 | +1,038 | $2.3M | +$647.5K | 30.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 5,812 | +933 | $3.0M | +$644.3K | 19.1% |
| TWO SIGMA SECURITIES, LLC | 3,206 | +1,103 | $1.6M | +$635.7K | 52.4% |
| Ellsworth Advisors, LLC | 4,425 | +712 | $2.4M | +$611.0K | 19.2% |
| D.A. DAVIDSON & CO. | 6,001 | +837 | $3.1M | +$605.0K | 16.2% |
| Blue Zone Wealth Advisors, LLC | 15,293 | +129 | $7.8M | +$587.1K | 0.8% |
| FEDERATED HERMES, INC. | 11,289 | +407 | $5.8M | +$581.9K | 3.7% |
| QUADRANT CAPITAL GROUP LLC | 5,706 | +807 | $2.9M | +$580.6K | 16.5% |
| Norinchukin Bank, The | 9,355 | +537 | $4.8M | +$577.4K | 6.1% |
| Siemens Fonds Invest GmbH | 7,061 | +608 | $3.6M | +$567.0K | 9.4% |
| OPPENHEIMER & CO INC | 11,276 | +369 | $5.8M | +$563.4K | 3.4% |
| Insight Wealth Strategies, LLC | 10,475 | +416 | $5.4M | +$558.2K | 4.1% |
| Roundview Capital LLC | 11,981 | +277 | $6.1M | +$543.8K | 2.4% |
| Cynosure Group, LLC | 2,629 | +909 | $1.3M | +$523.5K | 52.8% |
| Baird Financial Group, Inc. | 11,091 | +295 | $5.7M | +$521.8K | 2.7% |
| Highview Capital Management LLC/DE/ | 3,028 | +872 | $1.5M | +$519.6K | 40.4% |
| GTS SECURITIES LLC | 1,916 | +930 | $978.8K | +$509.0K | 94.3% |
| Metis Global Partners, LLC | 13,355 | +83 | $6.8M | +$498.6K | 0.6% |
| Midwest Professional Planners, LTD. | 12,155 | +169 | $6.2M | +$498.1K | 1.4% |
| FOGEL CAPITAL MANAGEMENT, INC. | 11,375 | +205 | $5.8M | +$488.6K | 1.8% |
| EVENTIDE ASSET MANAGEMENT, LLC | 3,520 | +735 | $1.8M | +$476.2K | 26.4% |
| Horizon Investments, LLC | 6,515 | +490 | $3.3M | +$457.4K | 8.1% |
| Private Advisor Group, LLC | 4,425 | +628 | $2.3M | +$451.4K | 16.5% |
| Merit Financial Group, LLC | 10,271 | +188 | $5.2M | +$442.7K | 1.9% |
| Clean Yield Group | 8,575 | +305 | $4.4M | +$440.0K | 3.7% |
| Miracle Mile Advisors, LLC | 6,928 | +384 | $3.5M | +$420.7K | 5.9% |
| Abel Hall, LLC | 1,293 | +769 | $660.8K | +$410.9K | 146.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,716,304 | +726,971 | $876.8K | +$405.4K | 73.5% |
| Aaron Wealth Advisors LLC | 2,108 | +661 | $1.1M | +$387.4K | 45.7% |
| Smith Salley Wealth Management | 10,804 | +4 | $5.5M | +$373.4K | 0.0% |
| MCF Advisors LLC | 7,890 | +213 | $4.0M | +$372.3K | 2.8% |
| COMMERCE BANK | 7,837 | +206 | $4.0M | +$367.5K | 2.7% |
| Taylor Hoffman Capital Management LLC | 10,374 | +4 | $5.3M | +$358.5K | 0.0% |
| Smartleaf Asset Management LLC | 3,499 | +488 | $1.8M | +$357.0K | 16.2% |
| Stamos Capital Partners, L.P. | 1,897 | +590 | $969.1K | +$346.3K | 45.1% |
| Slow Capital, Inc. | 7,348 | +184 | $3.8M | +$340.2K | 2.6% |
| RITHOLTZ WEALTH MANAGEMENT | 9,244 | +42 | $4.7M | +$337.7K | 0.5% |
| Clearstead Advisors, LLC | 5,767 | +284 | $2.9M | +$333.6K | 5.2% |
| SYON CAPITAL LLC | 2,762 | +485 | $1.4M | +$326.0K | 21.3% |
| GUARDIAN CAPITAL LP | 2,442 | +506 | $1.2M | +$325.0K | 26.1% |
| LMCG INVESTMENTS, LLC | 5,587 | +273 | $2.9M | +$322.1K | 5.1% |
| MAI Capital Management | 5,446 | +261 | $2.8M | +$311.4K | 5.0% |
| Rockline Wealth Management, LLC | 4,327 | +332 | $2.2M | +$307.1K | 8.3% |
| Institute for Wealth Management, LLC. | 2,215 | +484 | $1.1M | +$306.7K | 28.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6,509 | +160 | $3.3M | +$300.1K | 2.5% |
| HUNTINGTON NATIONAL BANK | 6,592 | +122 | $3.4M | +$284.7K | 1.9% |
| Applied Finance Capital Management, LLC | 2,707 | +394 | $1.4M | +$280.8K | 17.0% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 5,254 | +193 | $2.7M | +$272.5K | 3.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,874 | +147 | $3.0M | +$271.7K | 2.6% |
| TD Waterhouse Canada Inc. | 5,622 | +199 | $2.9M | +$267.9K | 3.7% |
| Cyndeo Wealth Partners, LLC | 1,190 | +472 | $608.0K | +$265.8K | 65.7% |
| Virtus Investment Advisers, LLC | 3,886 | +274 | $2.0M | +$264.1K | 7.6% |
| WEBSTER BANK, N. A. | 5,762 | +137 | $2.9M | +$263.3K | 2.4% |
| SIGNATUREFD, LLC | 4,818 | +197 | $2.5M | +$259.3K | 4.3% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 6,480 | +381 | $3.3M | +$251.1K | 6.2% |
| Syntegra Private Wealth Group, LLC | 6,997 | +10 | $3.6M | +$245.3K | 0.1% |
| Great Lakes Retirement, Inc. | 3,603 | +243 | $1.8M | +$239.9K | 7.2% |
| JOHNSON INVESTMENT COUNSEL INC | 6,835 | +4 | $3.5M | +$236.8K | 0.1% |
| Wealthspire Advisors, LLC | 703 | +446 | $359.3K | +$236.8K | 173.5% |
| Sepio Capital, LP | 1,834 | +351 | $936.9K | +$230.3K | 23.7% |
| GREENLEAF TRUST | 6,000 | +50 | $3.1M | +$230.0K | 0.8% |
| Value Partners Investments Inc. | 5,557 | +62 | $2.8M | +$225.6K | 1.1% |
| Bell Asset Management Ltd | 5,403 | +35 | $2.8M | +$222.6K | 0.7% |
| New Republic Capital, LLC | 889 | +399 | $454.1K | +$220.6K | 81.4% |
| Advisory Alpha, LLC | 2,793 | +289 | $1.4M | +$219.5K | 11.5% |
| Apollon Wealth Management, LLC | 5,424 | +47 | $2.8M | +$208.6K | 0.9% |
| Ted Buchan & Co | 955 | +368 | $487.9K | +$208.2K | 62.7% |
| Meeder Advisory Services, Inc. | 4,591 | +99 | $2.3M | +$205.0K | 2.2% |
| Compound Planning, Inc. | 1,621 | +312 | $828.1K | +$204.6K | 23.8% |
| KG&L Capital Management,LLC | 2,253 | +266 | $1.2M | +$204.2K | 13.4% |
| SIMPLEX TRADING, LLC | 394 | +351 | $201.3K | +$201.3K | 816.3% |
| Applied Capital LLC/FL | 5,810 | +3 | $3.0M | +$201.1K | 0.1% |
| Ameritas Advisory Services, LLC | 408 | +391 | $208.6K | +$200.5K | 2300.0% |
| CENTRAL TRUST Co | 2,883 | +205 | $1.5M | +$196.6K | 7.7% |
| Monte Financial Group, LLC | 3,474 | +159 | $1.8M | +$195.2K | 4.8% |
| Prime Capital Investment Advisors, LLC | 2,495 | +225 | $1.3M | +$192.7K | 9.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,809 | +271 | $924.3K | +$191.3K | 17.6% |
| Polymer Capital Management (US) LLC | 1,503 | +292 | $767.8K | +$190.8K | 24.1% |
| TFR Capital, LLC. | 4,467 | +74 | $2.3M | +$188.8K | 1.7% |
| Atom Investors LP | 3,294 | +157 | $1.7M | +$188.0K | 5.0% |
| MGO ONE SEVEN LLC | 2,001 | +246 | $1.0M | +$185.7K | 14.0% |
| Summit Trail Advisors, LLC | 4,634 | +45 | $2.4M | +$180.7K | 1.0% |
| Steward Partners Investment Advisory, LLC | 3,245 | +134 | $1.7M | +$175.6K | 4.3% |
| Allspring Global Investments Holdings, LLC | 7,153 | +79 | $3.6M | +$175.0K | 1.1% |
| BRIDGES INVESTMENT MANAGEMENT INC | 3,166 | +136 | $1.6M | +$173.6K | 4.5% |
| Parallel Advisors, LLC | 4,383 | +40 | $2.2M | +$169.5K | 0.9% |
| RWA WEALTH PARTNERS, LLC | 2,419 | +179 | $1.2M | +$168.4K | 8.0% |
| LVW Advisors, LLC | 2,607 | +163 | $1.3M | +$167.3K | 6.7% |
| JOURNEY STRATEGIC WEALTH LLC | 869 | +288 | $443.9K | +$167.1K | 49.6% |
| Wedmont Private Capital | 2,619 | +111 | $1.4M | +$166.8K | 4.4% |
| Premier Path Wealth Partners, LLC | 1,059 | +272 | $540.9K | +$166.0K | 34.6% |
| PRINCIPAL SECURITIES, INC. | 3,285 | +107 | $1.7M | +$163.9K | 3.4% |
| Simplicity Wealth,LLC | 1,907 | +205 | $974.2K | +$163.2K | 12.0% |
| CWA Asset Management Group, LLC | 3,129 | +112 | $1.6M | +$160.9K | 3.7% |
| Cache Advisors, LLC | 1,336 | +240 | $682.5K | +$160.3K | 21.9% |
| PROMETHIUM ADVISORS,LLC | 2,386 | +163 | $1.2M | +$159.7K | 7.3% |
| Venturi Wealth Management, LLC | 3,633 | +70 | $1.9M | +$158.2K | 2.0% |
| Simmons Bank | 776 | +275 | $396.4K | +$157.7K | 54.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,940 | +46 | $2.0M | +$157.5K | 1.2% |
| J2 Capital Management Inc | 976 | +256 | $498.6K | +$155.5K | 35.5% |
| ANGELES WEALTH MANAGEMENT, LLC | 4,034 | +27 | $2.1M | +$151.5K | 0.7% |
| NOVEM GROUP | 2,105 | +167 | $1.1M | +$151.5K | 8.6% |
| Advisory Services Network, LLC | 3,892 | +37 | $2.0M | +$151.0K | 0.9% |
| Summit Financial, LLC | 2,414 | +138 | $1.2M | +$148.8K | 6.1% |
| Brookstone Capital Management | 2,140 | +155 | $1.1M | +$147.8K | 7.8% |
| Kera Capital Partners, Inc. | 1,081 | +220 | $557.3K | +$147.1K | 25.6% |
| Rodgers Brothers Inc. | 4,161 | +3 | $2.1M | +$144.4K | 0.1% |
| MATTERN CAPITAL MANAGEMENT, LLC | 1,741 | +176 | $889.4K | +$143.7K | 11.2% |
| AlphaQuest LLC | 2,618 | +112 | $1.3M | +$143.3K | 4.5% |
| Essex Savings Bank | 4,090 | +4 | $2.1M | +$142.5K | 0.1% |
| E Fund Management (Hong Kong) Co., Ltd. | 269 | +268 | $139.1K | +$138.6K | 26800.0% |
| World Investment Advisors | 1,735 | +1,176 | $400.2K | +$133.7K | 210.4% |
| BALLAST ADVISORS LLC | 3,112 | +52 | $1.6M | +$131.7K | 1.7% |
| Capital Investment Advisors, LLC | 3,698 | +6 | $1.9M | +$130.1K | 0.2% |
| Advisors Capital Management, LLC | 711 | +220 | $363.5K | +$129.2K | 44.8% |
| TRUST CO OF VERMONT | 1,327 | +173 | $677.9K | +$128.0K | 15.0% |
| Frank, Rimerman Advisors LLC | 3,002 | +43 | $1.5M | +$123.7K | 1.4% |
| Valeo Financial Advisors, LLC | 1,989 | +113 | $1.0M | +$122.2K | 6.0% |
| ASSETMARK, INC | 2,025 | +109 | $1.0M | +$121.3K | 5.7% |
| Crestwood Advisors Group, LLC | 1,107 | +164 | $565.7K | +$116.2K | 17.4% |
| Turtle Creek Wealth Advisors, LLC | 1,043 | +164 | $532.8K | +$113.9K | 18.6% |
| Advyzon Investment Management, LLC | 633 | +190 | $323.6K | +$112.4K | 42.9% |
| NBC SECURITIES, INC. | 1,124 | +142 | $574.3K | +$105.9K | 14.5% |
| Savvy Advisors, Inc. | 1,168 | +135 | $596.7K | +$104.5K | 13.1% |
| Krilogy Financial LLC | 1,200 | +114 | $630.6K | +$102.2K | 10.5% |
| Spire Wealth Management | 223 | +192 | $114.1K | +$99.6K | 619.4% |
| Robertson Stephens Wealth Management, LLC | 2,603 | +19 | $1.3M | +$98.5K | 0.7% |
| Kesler, Norman & Wride, LLC | 1,154 | +116 | $589.5K | +$98.0K | 11.2% |
| CONNING INC. | 847 | +133 | $432.7K | +$92.5K | 18.6% |
| WHITTIER TRUST CO | 1,856 | +5 | $989.1K | +$91.3K | 0.3% |
| Everhart Financial Group, Inc. | 1,118 | +110 | $571.1K | +$90.8K | 10.9% |
| Meiji Yasuda Asset Management Co Ltd. | 955 | +116 | $487.9K | +$88.1K | 13.8% |
| Meridian Wealth Management, LLC | 1,214 | +96 | $620.2K | +$87.5K | 8.6% |
| Triangle Securities Wealth Management | 2,178 | +23 | $1.1M | +$85.8K | 1.1% |
| Smart Money Group LLC | 2,336 | +10 | $1.2M | +$85.2K | 0.4% |
| STEPHENS INC /AR/ | 712 | +127 | $363.9K | +$85.0K | 21.7% |
| Redmond Asset Management, LLC | 2,390 | +5 | $1.2M | +$84.5K | 0.2% |
| Accurate Wealth Management, LLC | 1,218 | +45 | $647.5K | +$83.1K | 3.8% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1,891 | +10 | $981.2K | +$79.6K | 0.5% |
| Atlanta Consulting Group Advisors, LLC | 690 | +117 | $352.5K | +$79.5K | 20.4% |
| Dorsey & Whitney Trust CO LLC | 1,274 | +72 | $650.9K | +$78.2K | 6.0% |
| Itau Unibanco Holding S.A. | 331 | +139 | $169.1K | +$77.6K | 72.4% |
| Circle Wealth Management, LLC | 2,045 | +12 | $1.0M | +$76.0K | 0.6% |
| RIVERSEDGE ADVISORS, LLC | 2,041 | +10 | $1.0M | +$74.9K | 0.5% |
| Avidian Wealth Enterprises, LLC | 1,292 | +63 | $659.8K | +$74.4K | 5.1% |
| HUB Investment Partners, LLC | 648 | +107 | $331.2K | +$73.3K | 19.8% |
| Prosperity Consulting Group, LLC | 1,375 | +54 | $702.4K | +$73.0K | 4.1% |
| Center for Financial Planning, Inc. | 270 | +133 | $137.9K | +$72.7K | 97.1% |
| SG Americas Securities, LLC | 141,792 | +141,127 | $72.4K | +$72.1K | 21222.1% |
| AZZAD ASSET MANAGEMENT INC /ADV | 1,457 | +46 | $744.4K | +$72.0K | 3.3% |
| Crestmont Private Wealth LLC | 1,582 | +37 | $808.2K | +$72.0K | 2.4% |
| Waldron Private Wealth LLC | 2,052 | +3 | $1.0M | +$72.0K | 0.1% |
| INVESCO, LLC | 1,696 | +26 | $866.4K | +$70.7K | 1.6% |
| Legacy Wealth Asset Management, LLC | 1,234 | +58 | $630.4K | +$70.0K | 4.9% |
| Cornerstone Planning Group LLC | 1,786 | +4 | $922.7K | +$69.4K | 0.2% |
| NORDEN GROUP LLC | 525 | +103 | $268.3K | +$67.2K | 24.4% |
| Aptus Capital Advisors, LLC | 1,664 | +20 | $850.1K | +$66.7K | 1.2% |
| Essex Financial Services, Inc. | 604 | +94 | $308.8K | +$65.6K | 18.4% |
| Abacus Planning Group, Inc. | 1,162 | +50 | $593.6K | +$63.8K | 4.5% |
| Aprio Wealth Management, LLC | 1,041 | +42 | $539.5K | +$63.6K | 4.2% |
| SPIREPOINT PRIVATE CLIENT, LLC | 1,219 | +45 | $622.8K | +$63.4K | 3.8% |
| RFG Advisory, LLC | 1,021 | +52 | $521.4K | +$59.6K | 5.4% |
| Curi Capital, LLC | 1,640 | +1 | $838.0K | +$56.9K | 0.1% |
| Legacy Advisors, LLC | 791 | +61 | $404.1K | +$56.3K | 8.3% |
| Ignite Planners, LLC | 536 | +74 | $276.3K | +$56.2K | 16.0% |
| FourThought Financial Partners, LLC | 784 | +61 | $400.5K | +$56.1K | 8.4% |
| Sowell Financial Services LLC | 1,556 | +4 | $794.8K | +$55.3K | 0.3% |
| MATHER GROUP, LLC. | 1,127 | +34 | $575.9K | +$54.9K | 3.1% |
| DeDora Capital, Inc. | 1,315 | +20 | $671.8K | +$54.7K | 1.5% |
| Andina Capital Management, LLC | 1,284 | +20 | $655.9K | +$53.7K | 1.6% |
| VICTORY FINANCIAL GROUP, LLC | 575 | +69 | $293.7K | +$52.2K | 13.6% |
| Kathmere Capital Management, LLC | 1,095 | +30 | $559.6K | +$52.0K | 2.8% |
| Castleview Partners, LLC | 843 | +48 | $430.6K | +$51.8K | 6.0% |
| FOX RUN MANAGEMENT, L.L.C. | 584 | +65 | $298.3K | +$51.0K | 12.5% |
| SUMMIT SECURITIES GROUP LLC | 346 | +80 | $176.8K | +$50.0K | 30.1% |
| TRUST POINT INC. | 518 | +67 | $264.6K | +$49.7K | 14.8% |
| L2 Asset Management, LLC | 759 | +49 | $387.7K | +$49.4K | 6.9% |
| Carnegie Investment Counsel | 1,081 | +20 | $552.2K | +$46.7K | 1.9% |
| Manchester Capital Management LLC | 553 | +58 | $282.5K | +$46.6K | 11.7% |
| J.W. COLE ADVISORS, INC. | 1,491 | +50 | $733.2K | +$46.4K | 3.5% |
| Haverford Trust Co | 1,274 | +3 | $650.8K | +$45.2K | 0.2% |
| BAXTER BROS INC | 972 | +23 | $496.5K | +$44.4K | 2.4% |
| Cooper Financial Group | 598 | +49 | $305.6K | +$43.9K | 8.9% |
| HARBOUR INVESTMENTS, INC. | 580 | +50 | $296.5K | +$43.8K | 9.4% |
| Koshinski Asset Management, Inc. | 502 | +55 | $256.5K | +$43.5K | 12.3% |
| BSW Wealth Partners | 1,150 | +8 | $587.7K | +$43.4K | 0.7% |
| Addison Advisors LLC | 1,182 | +4 | $603.8K | +$42.5K | 0.3% |
| Ellevest, Inc. | 1,186 | +1 | $605.9K | +$41.5K | 0.1% |
| Verdence Capital Advisors LLC | 1,895 | +21 | $968.2K | +$40.6K | 1.1% |
| FIDUCIARY FINANCIAL GROUP, LLC | 725 | +32 | $370.4K | +$40.2K | 4.6% |
| Valmark Advisers, Inc. | 548 | +42 | $279.9K | +$38.8K | 8.3% |
| Resonant Capital Advisors, LLC | 512 | +44 | $261.6K | +$38.6K | 9.4% |
| Howard Capital Management Inc. | 1,032 | +5 | $527.2K | +$37.9K | 0.5% |
| Optimize Financial Inc | 916 | +12 | $467.9K | +$37.2K | 1.3% |
| SAX WEALTH ADVISORS, LLC | 614 | +33 | $313.7K | +$36.8K | 5.7% |
| Ancora Advisors LLC | 169 | +64 | $86.5K | +$36.3K | 61.0% |
| CATALYST FINANCIAL PARTNERS LLC | 583 | +34 | $297.8K | +$36.2K | 6.2% |
| Baron Wealth Management LLC | 636 | +30 | $325.0K | +$36.2K | 5.0% |
| GUYASUTA INVESTMENT ADVISORS INC | 753 | +20 | $384.7K | +$35.4K | 2.7% |
| MISSION WEALTH MANAGEMENT, LP | 982 | +3 | $501.7K | +$35.1K | 0.3% |
| EWA, LLC | 535 | +34 | $273.1K | +$34.5K | 6.8% |
| Atlantic Union Bankshares Corp | 438 | +40 | $223.6K | +$34.1K | 10.1% |
| HCR Wealth Advisors | 729 | +27 | $372.4K | +$33.9K | 3.8% |
| AMERICAN NATIONAL BANK & TRUST | 829 | +11 | $423.5K | +$33.7K | 1.3% |
| Ashton Thomas Private Wealth, LLC | 842 | +10 | $430.1K | +$33.7K | 1.2% |
| Forum Financial Management, LP | 821 | +11 | $419.4K | +$33.5K | 1.4% |
| MassMutual Private Wealth & Trust, FSB | 592 | +26 | $302.4K | +$32.7K | 4.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 477 | +34 | $244.1K | +$32.6K | 7.7% |
| Geneos Wealth Management Inc. | 225 | +51 | $114.9K | +$32.0K | 29.3% |
| Independence Bank of Kentucky | 769 | +11 | $392.8K | +$31.7K | 1.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132,690 | +55,329 | $67.8K | +$31.2K | 71.5% |
| Sunflower Bank, N.A. | 888 | +1 | $453.6K | +$31.0K | 0.1% |
| ST GERMAIN D J CO INC | 269 | +45 | $137.4K | +$30.7K | 20.1% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 572 | +23 | $292.3K | +$30.6K | 4.2% |
| Allen Capital Group, LLC | 497 | +27 | $253.9K | +$29.9K | 5.7% |
| McGlone Suttner Wealth Management, Inc. | 815 | +4 | $416.2K | +$29.6K | 0.5% |
| TCI Wealth Advisors, Inc. | 535 | +23 | $273.3K | +$29.3K | 4.5% |
| Pinnacle Wealth Planning Services, Inc. | 684 | +11 | $349.4K | +$28.8K | 1.6% |
| Pinnacle Wealth Management Advisory Group, LLC | 781 | +4 | $399.0K | +$28.7K | 0.5% |
| GSB Wealth Management, LLC | 799 | +2 | $408.2K | +$28.4K | 0.3% |
| Physician Wealth Advisors, Inc. | 158 | +48 | $80.7K | +$28.3K | 43.6% |
| GREAT LAKES ADVISORS, LLC | 701 | +8 | $358.1K | +$27.9K | 1.1% |
| Heritage Trust Co | 777 | +2 | $396.9K | +$27.7K | 0.3% |
| TD PRIVATE CLIENT WEALTH LLC | 429 | +27 | $219.2K | +$27.6K | 6.7% |
| Root Financial Partners, LLC | 219 | +40 | $112.0K | +$26.6K | 22.3% |
| BI Asset Management Fondsmaeglerselskab A/S | 73,043 | +50,299 | $37.3K | +$26.5K | 221.2% |
| CYBER HORNET ETFs LLC | 450 | +21 | $229.9K | +$25.5K | 4.9% |
| CHILDRESS CAPITAL ADVISORS, LLC | 664 | +5 | $339.2K | +$25.2K | 0.8% |
| Facet Wealth, Inc. | 452 | +14 | $233.6K | +$24.9K | 3.2% |
| Klingman & Associates, LLC | 488 | +17 | $249.3K | +$24.9K | 3.6% |
| Magnus Financial Group LLC | 620 | +7 | $316.7K | +$24.6K | 1.1% |
| Quotient Wealth Partners, LLC | 687 | +2 | $351.1K | +$24.6K | 0.3% |
| ROTHSCHILD INVESTMENT LLC | 652 | +4 | $333.1K | +$24.3K | 0.6% |
| CVA Family Office, LLC | 535 | +11 | $273.3K | +$23.6K | 2.1% |
| Stratos Wealth Partners, LTD. | 445 | +16 | $227.8K | +$23.2K | 3.7% |
| D'Orazio & Associates, Inc. | 559 | +8 | $285.6K | +$23.0K | 1.4% |
| Dunhill Financial, LLC | 641 | +2 | $327.5K | +$23.0K | 0.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 350 | +22 | $178.8K | +$22.5K | 6.7% |
| Busey Bank | 563 | +6 | $287.6K | +$22.2K | 1.1% |
| Florida Trust Wealth Management Co | 492 | +11 | $251.3K | +$22.2K | 2.3% |
| Cromwell Holdings LLC | 363 | +20 | $185.4K | +$22.0K | 5.8% |
| Sound Income Strategies, LLC | 256 | +19 | $138.0K | +$21.3K | 8.0% |
| Prestige Wealth Management Group LLC | 54 | +45 | $25.3K | +$21.0K | 500.0% |
| Principle Wealth Partners LLC | 535 | +4 | $273.4K | +$20.3K | 0.8% |
| Tyche Wealth Partners LLC | 574 | +1 | $293.0K | +$19.9K | 0.2% |
| REAP Financial Group, LLC | 185 | +28 | $94.5K | +$19.8K | 17.8% |
| IFC Advisors LLC | 431 | +9 | $220.2K | +$19.1K | 2.1% |
| Gilbert & Cook, Inc. | 435 | +7 | $222.2K | +$18.3K | 1.6% |
| Alpha Cubed Investments, LLC | 507 | +1 | $259.1K | +$17.9K | 0.2% |
| Cornerstone Wealth Group, LLC | 451 | +3 | $230.3K | +$16.7K | 0.7% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 457 | +2 | $233.5K | +$16.7K | 0.4% |
| NBT BANK N A /NY | 956 | +35 | $231.4K | +$15.6K | 3.8% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 941 | +21 | $423.1K | -$15.4K | 2.3% |
| CoreCap Advisors, LLC | 317 | +8 | $161.9K | +$14.7K | 2.6% |
| North Star Investment Management Corp. | 250 | +10 | $127.7K | +$13.4K | 4.2% |
| JFS WEALTH ADVISORS, LLC | 88 | +18 | $45.0K | +$11.6K | 25.7% |
| Gillson Capital LP | 127,508 | +13,839 | $65.1K | +$11.0K | 12.2% |
| Lazard Freres Gestion S.A.S. | 123,837 | +12,125 | $63.3K | +$10.0K | 10.8% |
| SJS Investment Consulting Inc. | 21 | +16 | $10.7K | +$8.3K | 320.0% |
| Wealth Watch Advisors, INC | 79 | +11 | $40.4K | +$8.0K | 16.2% |
| HIGHLINE WEALTH PARTNERS LLC | 31 | +14 | $15.9K | +$7.7K | 82.3% |
| Castle Rock Wealth Management, LLC | 1,554 | +2 | $738.1K | -$6.7K | 0.1% |
| Glen Eagle Advisors, LLC | 34 | +11 | $17.4K | +$6.4K | 47.8% |
| Dogwood Wealth Management LLC | 34 | +11 | $17.4K | +$6.4K | 47.8% |
| High Note Wealth, LLC | 22 | +11 | $11.2K | +$6.0K | 100.0% |
| Legacy Bridge, LLC | 35 | +10 | $17.9K | +$6.0K | 40.0% |
| HRT FINANCIAL LP | 17,478 | +10,722 | $8.9K | +$5.7K | 158.7% |
| IMG Wealth Management, Inc. | 32 | +9 | $16.3K | +$5.4K | 39.1% |
| RATIONAL ADVISORS, INC. | 58 | +7 | $29.6K | +$5.3K | 13.7% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 124,559 | +185 | $63.6K | +$4.4K | 0.1% |
| First Command Advisory Services, Inc. | 14 | +8 | $7.2K | +$4.3K | 133.3% |
| Darwin Wealth Management, LLC | 101 | +1 | $51.8K | +$4.0K | 1.0% |
| HORIZON FINANCIAL SERVICES, LLC | 38 | +5 | $19.4K | +$3.7K | 15.2% |
| Bogart Wealth, LLC | 62 | +3 | $31.7K | +$3.6K | 5.1% |
| Bay Harbor Wealth Management, LLC | 14 | +6 | $7.2K | +$3.3K | 75.0% |
| Fortitude Family Office, LLC | 54 | +3 | $27.6K | +$3.3K | 5.9% |
| VAN ECK ASSOCIATES CORP | 36,502 | +3,747 | $18.6K | +$3.0K | 11.4% |
| Rakuten Securities, Inc. | 18 | +5 | $9.2K | +$3.0K | 38.5% |
| Mn Services Vermogensbeheer B.V. | 62,920 | +1,648 | $32.1K | +$2.9K | 2.7% |
| Nemes Rush Group LLC | 16 | +5 | $8.2K | +$2.9K | 45.5% |
| First Pacific Financial | 20 | +4 | $10.2K | +$2.6K | 25.0% |
| ELEVATION WEALTH PARTNERS, LLC | 15 | +4 | $7.7K | +$2.4K | 36.4% |
| Geo Capital Gestora de Recursos Ltd | 4,630 | +4,520 | $2.4K | +$2.3K | 4109.1% |
| Daiwa Securities Group Inc. | 31,319 | +2,554 | $16.0K | +$2.3K | 8.9% |
| iA Global Asset Management Inc. | 10,430 | +3,599 | $5.3K | +$2.1K | 52.7% |
| Triumph Capital Management | 32 | +2 | $16.4K | +$2.1K | 6.7% |
| Handelsbanken Fonder AB | 54,456 | +350 | $27.8K | +$2.0K | 0.6% |
| CWM, LLC | 8,271 | +3,269 | $4.2K | +$1.8K | 65.3% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | +3 | $4.1K | +$1.7K | 60.0% |
| Thrivent Financial for Lutherans | 46,070 | +241 | $23.5K | +$1.7K | 0.5% |
| Bare Financial Services, Inc | 24 | +1 | $12.3K | +$1.3K | 4.3% |
| Valued Wealth Advisors LLC | 10 | +2 | $5.1K | +$1.3K | 25.0% |
| WestEnd Advisors, LLC | 5 | +2 | $2.6K | +$1.1K | 66.7% |
| Vestcor Inc | 6,207 | +1,509 | $3.2K | +$932 | 32.1% |
| Hughes Financial Services, LLC | 16 | +1 | $8.2K | +$900 | 6.7% |
| Bruce G. Allen Investments, LLC | 10 | +1 | $5.1K | +$821 | 11.1% |
| NVWM, LLC | 7 | +1 | $3.6K | +$717 | 16.7% |
| Stone House Investment Management, LLC | 3 | +1 | $1.5K | +$580 | 50.0% |
| Matrix Trust Co | 1,072 | +106 | $548 | +$88 | 11.0% |
| Smithfield Trust Co | 2,551 | +9 | $1.3K | +$87 | 0.3% |
| Reynders McVeigh Capital Management, LLC | 1,866 | +1 | $953 | +$64 | 0.1% |
| CX Institutional | 1,247 | +26 | $637 | +$55 | 2.1% |
| Maj Invest Holding A/S | 245 | +65 | $125 | +$39 | 36.1% |
| GW&K Investment Management, LLC | 81 | +5 | $41 | +$5 | 6.6% |