FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,168.04-0.13%
XLE56.71-0.14%
STOXX50E5,860.32-0.39%
XLF51.820.05%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,789.680.10%
GSPC7,173.930.12%
Temp30°C
UV10.4
Feels34.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:49 PM
13F QoQ Ownership Changes

MDY Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 157 new · 351 added · 885 reduced · 89 exited

New Positions(157)

ManagerSharesΔ SharesValueΔ Value% Δ
ExodusPoint Capital Management, LP295,000+295,000$178.0M+$178.0M
TSG Advice Partners, LLC103,151+103,151$62.2M+$62.2M
Pinnacle Financial Partners, Inc.44,594+44,594$26.9M+$26.9M
SummitTX Capital, L.P.37,867+37,867$22.8M+$22.8M
EP Wealth Advisors, LLC33,406+33,406$20.2M+$20.2M
MARSHALL WACE, LLP32,062+32,062$19.3M+$19.3M
GLENMEDE TRUST CO NA23,172+23,172$14.0M+$14.0M
IMC-Chicago, LLC20,869+20,869$12.6M+$12.6M
FIRST NATIONAL BANK OF OMAHA17,983+17,983$11.0M+$11.0M
Torrey-Payne Wealth Management, LLC15,800+15,800$10.0M+$10.0M
Point72 Asset Management, L.P.15,380+15,380$9.3M+$9.3M
Sanctuary Advisors, LLC11,015+11,015$6.6M+$6.6M
DIVERSIFIED MANAGEMENT INC10,762+10,762$6.5M+$6.5M
Winter & Associates, Inc.10,708+10,708$6.5M+$6.5M
Allworth Financial LP9,857+9,857$5.9M+$5.9M
Laird Norton Wetherby Trust Company, LLC9,371+9,371$5.7M+$5.7M
Paller Financial Services Inc9,183+9,183$5.5M+$5.5M
SONATA CAPITAL GROUP INC7,438+7,438$4.5M+$4.5M
Pine Valley Investments Ltd Liability Co5,595+5,595$3.2M+$3.2M
SSA SWISS ADVISORS AG4,667+4,667$2.8M+$2.8M
NWAM LLC4,458+4,458$2.7M+$2.7M
Expressive Wealth LLC3,761+3,761$2.3M+$2.3M
Churchill Financial Advisors, LLC3,710+3,710$2.2M+$2.2M
PINCUS CAPITAL MANAGEMENT, LP3,695+3,695$2.2M+$2.2M
Marin Bay Wealth Advisors, LLC3,550+3,550$2.1M+$2.1M
McLaughlin Asset Management, Inc.3,535+3,535$2.1M+$2.1M
Graham Capital Management, L.P.3,500+3,500$2.1M+$2.1M
BLUELINE ADVISORS LLC3,324+3,324$2.0M+$2.0M
Gambit Capital Management, LLC3,207+3,207$1.9M+$1.9M
Sollinda Capital Management LLC3,107+3,107$1.9M+$1.9M
Intrua Financial, LLC2,970+2,970$1.8M+$1.8M
BITTERROOT CAPITAL ADVISORS LLC2,929+2,929$1.8M+$1.8M
IFP Advisors, Inc2,947+2,947$1.8M+$1.8M
Bedminster, LLC2,729+2,729$1.6M+$1.6M
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.2,606+2,606$1.6M+$1.6M
Heritage Wealth Advisors2,560+2,560$1.5M+$1.5M
MidFirst Bank2,522+2,522$1.5M+$1.5M
TopTier Wealth Management, LLC2,458+2,458$1.5M+$1.5M
Pitcairn Wealth Advisors LLC2,433+2,433$1.5M+$1.5M
D. E. Shaw & Co., Inc.2,365+2,365$1.4M+$1.4M
DV Trading LLC2,349+2,349$1.4M+$1.4M
Quarry LP2,325+2,325$1.4M+$1.4M
Berkshire Money Management, Inc.2,163+2,163$1.3M+$1.3M
Cannon Capital Management, Inc.2,121+2,121$1.3M+$1.3M
Nuveen, LLC2,053+2,053$1.2M+$1.2M
Aegis Wealth Management, Inc.1,616+1,616$975.0K+$975.0K
WealthSpring Partners, LLC1,414+1,414$852.9K+$852.9K
Kovack Advisors, Inc.1,300+1,300$784.5K+$784.5K
Prosperity Bancshares Inc1,277+1,277$770.4K+$770.4K
Peak Planning Group, LLC1,207+1,207$728.4K+$728.4K
GHE, LLC1,200+1,200$723.9K+$723.9K
Scarborough Advisors, LLC1,198+1,198$718.2K+$718.2K
CDM FINANCIAL COUNSELING SERVICES, INC.1,172+1,172$707.0K+$707.0K
XTX Topco Ltd1,171+1,171$706.4K+$706.4K
J. Team Financial, Inc.1,178+1,178$706.4K+$706.4K
Finivi Inc.1,151+1,151$694.3K+$694.3K
Livet Wealth, LLC1,150+1,150$693.8K+$693.8K
BOYUM WEALTH ARCHITECTS LLC1,054+1,054$670.5K+$670.5K
TUDOR INVESTMENT CORP ET AL1,105+1,105$666.6K+$666.6K
Advocacy Wealth Management Services, LLC1,104+1,104$666.0K+$666.0K
Vise Technologies, Inc.1,093+1,093$659.5K+$659.5K
Royal Fund Management, LLC1,075+1,075$648.5K+$648.5K
RFG - Bristol Wealth Advisors, LLC1,054+1,054$635.9K+$635.9K
Daytona Street Capital LLC1,050+1,050$633.4K+$633.4K
Savvy Advisors, Inc.1,027+1,027$619.6K+$619.6K
Centiva Capital, LP960+960$579.1K+$579.1K
Clear Trail Advisors, LLC953+953$574.9K+$574.9K
NORTHLAND SECURITIES, INC.928+928$559.8K+$559.8K
Shepherd Financial Partners LLC855+855$515.8K+$515.8K
HARBOUR INVESTMENT MANAGEMENT LLC833+833$504.5K+$504.5K
Henderson Brothers Financial Partners, LLC796+796$480.2K+$480.2K
Diesslin Group, Inc.789+789$475.8K+$475.8K
Evergreen Wealth Solutions, LLC766+766$462.1K+$462.1K
Harbor Group, Inc.760+760$458.5K+$458.5K
Curated Wealth Partners LLC759+759$457.9K+$457.9K
TMB Capital Partners, LLC749+749$452.1K+$452.1K
Breachway Investments LLC734+734$442.9K+$442.9K
Wagner Wealth Management, LLC722+722$435.6K+$435.6K
LAWOOD & CO710+710$428.3K+$428.3K
Selby Wealth Management, LLC706+706$426.1K+$426.1K
Coquina Private Wealth LLC706+706$425.9K+$425.9K
ARWA LLC702+702$423.4K+$423.4K
MONEY CONCEPTS CAPITAL CORP701+701$423.0K+$423.0K
GENESIS PRIVATE WEALTH, LLC672+672$405.4K+$405.4K
McMillan Office, Inc.670+670$404.2K+$404.2K
Keudell/Morrison Wealth Management658+658$397.0K+$397.0K
Colter Lewis Investment Partners LLC640+640$387.5K+$387.5K
MLP3, LLC622+622$375.3K+$375.3K
Aureus Asset Management, LLC620+620$374.0K+$374.0K
Eagle Bay Advisors LLC613+613$371.2K+$371.2K
Roehl & Yi Investment Advisors, LLC603+603$363.8K+$363.8K
Beaird Harris Wealth Management, LLC588+588$354.7K+$354.7K
Noble Wealth Management PBC584+584$350.2K+$350.2K
Fisher Asset Management, LLC541+541$326.8K+$326.8K
BIP Wealth, LLC538+538$324.3K+$324.3K
Ballast Rock Private Wealth LLC535+535$324.0K+$324.0K
Sound Portfolio Advisors, LLC526+526$317.3K+$317.3K
GOLDEN ROAD ADVISORS LLC508+508$306.5K+$306.5K
Pathfinder Wealth Consulting, Inc.504+504$304.1K+$304.1K
marrick wealth, LLC488+488$294.4K+$294.4K
Western Reserve Capital Management, LLC488+488$294.4K+$294.4K
EVOLVE PRIVATE WEALTH, LLC484+484$293.0K+$293.0K
Keel Point, LLC484+484$292.1K+$292.1K
OpenArc Corporate Advisory, LLC467+467$281.7K+$281.7K
TICINO WEALTH460+460$277.5K+$277.5K
Ruggiero Investments, Inc.458+458$276.3K+$276.3K
ENTRUST FINANCIAL LLC450+450$271.5K+$271.5K
Belpointe Asset Management LLC439+439$264.9K+$264.9K
Briaud Financial Planning, Inc432+432$260.6K+$260.6K
NOESIS CAPITAL MANGEMENT CORP430+430$259.4K+$259.4K
Edgestream Partners, L.P.423+423$255.2K+$255.2K
Powerhouse Assets LLC408+408$245.8K+$245.8K
GREAT LAKES ADVISORS, LLC406+406$244.9K+$244.9K
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC405+405$244.3K+$244.3K
OxenFree Capital LLC405+405$244.3K+$244.3K
Stonebridge Financial Group, LLC / MO398+398$240.1K+$240.1K
RiverFront Investment Group, LLC389+389$234.7K+$234.7K
FIRST TRUST ADVISORS LP375+375$226.2K+$226.2K
Milestone Asset Management Group, LLC373+373$225.1K+$225.1K
JB Capital LLC373+373$225.0K+$225.0K
Smith Partners Wealth Management, LLC367+367$221.4K+$221.4K
Accurate Wealth Management, LLC346+346$217.4K+$217.4K
Proficio Capital Partners LLC353+353$213.2K+$213.2K
Modern Wealth Management, LLC348+348$210.0K+$210.0K
Sherry Group, Inc.340+340$207.2K+$207.2K
NICHOLS & PRATT ADVISERS LLP /MA335+335$202.1K+$202.1K
Strategent Financial, LLC334+334$201.5K+$201.5K
Family Office Research LLC329+329$201.4K+$201.4K
Occidental Asset Management, LLC333+333$200.9K+$200.9K
Ransom Advisory, Ltd360+360$200.8K+$200.8K
Garner Asset Management Corp252+252$152.3K+$152.3K
SageView Advisory Group, LLC252+252$151.8K+$151.8K
Laurel Wealth Advisors LLC245+245$147.8K+$147.8K
Align Financial, LLC143,581+143,581$143.6K+$143.6K
Meramec Financial Planners, LLC140+140$91.7K+$91.7K
AllSquare Wealth Management LLC143+143$85.2K+$85.2K
S&T Bank/PA120+120$72.4K+$72.4K
Empowered Funds, LLC119+119$71.8K+$71.8K
Dorato Capital Management106+106$67.2K+$67.2K
Kingdom Financial Group LLC.97+97$58.4K+$58.4K
ALBION FINANCIAL GROUP /UT85+85$51.6K+$51.6K
Catherine Avery Investment Management LLC90+90$51.3K+$51.3K
Timmons Wealth Management, LLC84+84$50.8K+$50.8K
Lloyd Advisory Services, LLC.81+81$48.8K+$48.8K
Acumen Wealth Advisors, LLC79+79$47.8K+$47.8K
EFG International AG66+66$39.8K+$39.8K
High Point Wealth Management, LLC56+56$33.9K+$33.9K
Monetary Solutions, Ltd40+40$24.1K+$24.1K
Signature Equity Partners, LLC25+25$15.1K+$15.1K
Painted Porch Advisors LLC25+25$14.9K+$14.9K
Olistico Wealth, LLC20+20$12.1K+$12.1K
Planning Project LLC12+12$7.2K+$7.2K
FNY Investment Advisers, LLC2,400+2,400$1.4K+$1.4K
Lodestone Wealth Management LLC2+2$1.2K+$1.2K
SkyView Investment Advisors, LLC1,850+1,850$1.1K+$1.1K
Silver Oak Advisory Group, Inc.333+333$200+$200
Evolution Advisers, Inc.108+108$64+$64

Added To(351)

ManagerSharesΔ SharesValueΔ Value% Δ
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC633,310+396,473$382.0M+$240.9M167.4%
CITADEL ADVISORS LLC391,734+206,538$236.3M+$125.9M111.5%
WELLS FARGO & COMPANY/MN1,343,298+87,207$810.4M+$61.7M6.9%
BNP PARIBAS FINANCIAL MARKETS245,251+90,902$148.0M+$56.0M58.9%
BANK OF AMERICA CORP /DE/2,120,329+63,778$1.28B+$53.4M3.1%
Balyasny Asset Management L.P.90,763+86,319$54.8M+$52.1M1942.4%
Madison Asset Management, LLC83,341+59,283$50.3M+$35.9M246.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO830,031+41,757$500.7M+$30.9M5.3%
JPMORGAN CHASE & CO370,619+35,646$223.6M+$23.9M10.6%
RAYMOND JAMES FINANCIAL INC557,992+28,459$336.6M+$21.0M5.4%
Focus Partners Wealth121,265+32,881$73.2M+$20.5M37.2%
MetLife Investment Management, LLC52,300+29,000$31.6M+$17.7M124.5%
MAI Capital Management265,202+15,043$160.0M+$10.9M6.0%
BANK OF MONTREAL /CAN/513,790+11,060$310.0M+$10.3M2.2%
Qube Research & Technologies Ltd23,671+16,562$14.3M+$10.0M233.0%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.44,400+14,421$26.8M+$8.9M48.1%
STIFEL FINANCIAL CORP120,609+11,704$72.8M+$7.9M10.7%
BlackRock, Inc.19,879+12,255$12.0M+$7.4M160.7%
Tandem Wealth Advisors LLC41,299+10,504$25.5M+$7.1M34.1%
Vestmark Advisory Solutions, Inc.11,235+10,858$6.8M+$6.6M2880.1%
RBF Capital, LLC20,000+10,000$12.1M+$6.1M100.0%
NewEdge Wealth, LLC11,338+9,326$6.8M+$5.7M463.5%
Cerity Partners LLC131,552+7,592$79.4M+$5.5M6.1%
OPPENHEIMER ASSET MANAGEMENT INC.9,648+9,012$5.8M+$5.4M1417.0%
Corient Private Wealth LLC240,664+5,084$145.2M+$4.8M2.1%
AMERIPRISE FINANCIAL INC82,041+6,940$49.5M+$4.7M9.2%
FRANKLIN RESOURCES INC20,694+6,398$12.5M+$4.0M44.8%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC86,951+1,326$54.7M+$3.7M1.5%
AQR CAPITAL MANAGEMENT LLC27,612+5,563$16.7M+$3.5M25.2%
Concurrent Investment Advisors, LLC5,876+5,159$3.5M+$3.1M719.5%
ALLIANCEBERNSTEIN L.P.258,554+1,425$156.0M+$2.7M0.6%
Winthrop Advisory Group LLC8,926+4,440$5.4M+$2.7M99.0%
Apella Capital, LLC5,498+4,446$3.3M+$2.7M422.6%
M&T Bank Corp31,325+4,126$18.9M+$2.7M15.2%
Arkadios Wealth Advisors5,637+4,179$3.4M+$2.5M286.6%
Tiller Private Wealth, Inc.32,648+3,813$19.7M+$2.5M13.2%
LPL Financial LLC174,446+1,981$105.2M+$2.4M1.1%
MERCER GLOBAL ADVISORS INC /ADV28,772+3,668$17.4M+$2.4M14.6%
WADDELL & ASSOCIATES, LLC150,332+2,001$90.7M+$2.3M1.3%
Atria Investments, Inc9,645+3,581$5.8M+$2.2M59.0%
Chicago Partners Investment Group LLC45,582+835$29.0M+$2.2M1.9%
Houlihan Financial Resource Group, Ltd.6,647+3,440$4.1M+$2.2M107.3%
JANE STREET GROUP, LLC99,620+2,324$60.1M+$2.1M2.4%
Divergent Planning, LLC76,242+1,958$46.6M+$2.0M2.6%
Providence First Trust Co4,887+3,270$2.9M+$2.0M202.2%
JENNISON ASSOCIATES LLC3,528+3,071$2.1M+$1.9M672.0%
Equitable Holdings, Inc.9,703+2,732$5.9M+$1.7M39.2%
RFG Advisory, LLC8,034+2,694$4.8M+$1.7M50.4%
TD PRIVATE CLIENT WEALTH LLC6,383+2,684$3.9M+$1.6M72.6%
COMERICA BANK43,694+2,142$26.4M+$1.6M5.2%
Keystone Financial Group6,455+2,511$3.9M+$1.5M63.7%
PEDDOCK CAPITAL ADVISORS, LLC19,574+2,285$11.8M+$1.5M13.2%
Blackston Financial Advisory Group, LLC3,663+2,682$2.1M+$1.5M273.4%
BARTLETT & CO. WEALTH MANAGEMENT LLC63,317+1,604$38.3M+$1.4M2.6%
FMR LLC36,750+1,983$22.2M+$1.4M5.7%
Cresset Asset Management, LLC26,294+2,075$15.9M+$1.4M8.6%
ENVESTNET ASSET MANAGEMENT INC78,745+1,123$47.5M+$1.2M1.4%
TORONTO DOMINION BANK2,123+2,023$1.3M+$1.2M2023.0%
HANCOCK WHITNEY CORP32,988+1,632$19.9M+$1.2M5.2%
J.W. COLE ADVISORS, INC.7,293+46$3.1M-$1.2M0.6%
Texas Capital Bank Wealth Management Services Inc2,469+1,602$1.5M+$972.7K184.8%
&PARTNERS17,334+1,384$10.5M+$950.5K8.7%
OPPENHEIMER & CO INC14,232+1,379$8.6M+$925.1K10.7%
KINGSWOOD WEALTH ADVISORS, LLC2,554+1,511$1.5M+$918.6K144.9%
Baird Financial Group, Inc.50,502+868$30.5M+$883.5K1.7%
Ascent Wealth Partners, LLC64,328+696$38.8M+$881.2K1.1%
JOHNSON INVESTMENT COUNSEL INC37,726+1,004$22.8M+$871.6K2.7%
NICOLET ADVISORY SERVICES, LLC8,023+961$5.1M+$871.1K13.6%
Rockefeller Capital Management L.P.53,394+738$32.2M+$831.0K1.4%
Badgley Phelps Wealth Managers, LLC11,478+1,229$6.9M+$823.6K12.0%
SteelPeak Wealth, LLC1,687+1,300$1.0M+$790.2K335.9%
MONETA GROUP INVESTMENT ADVISORS LLC6,716+1,215$4.1M+$773.0K22.1%
Chesley Taft & Associates LLC14,568+1,080$8.8M+$749.3K8.0%
CSS LLC/IL2,580+1,220$1.6M+$745.9K89.7%
SENTINEL WEALTH MANAGEMENT, INC.2,520+1,260$1.5M+$725.9K100.0%
J.Safra Asset Management Corp2,022+1,099$1.2M+$669.7K119.1%
INSIGNEO ADVISORY SERVICES, LLC2,587+1,067$1.6M+$654.7K70.2%
SMITH CHAS P & ASSOCIATES PA CPAS7,568+968$4.6M+$631.8K14.7%
EVOKE WEALTH, LLC4,613+978$2.8M+$620.2K26.9%
Black Maple Capital Management LP2,000+1,000$1.2M+$610.5K100.0%
CITIGROUP INC32,607+614$19.7M+$602.4K1.9%
NewEdge Advisors, LLC7,573+915$4.6M+$600.7K13.7%
Oldfather Financial Services, LLC55,249+299$33.3M+$578.8K0.5%
Pure Financial Advisors, LLC1,512+953$912.0K+$578.7K170.5%
CENTRAL BANK & TRUST CO14,841+773$9.0M+$568.3K5.5%
Aprio Wealth Management, LLC1,637+924$987.4K+$562.7K129.6%
Paulson Wealth Management Inc.11,421+786$6.9M+$551.4K7.4%
MML INVESTORS SERVICES, LLC24,099+624$14.5M+$546.4K2.6%
CreativeOne Wealth, LLC9,367+803$5.7M+$546.0K9.4%
CMG Global Holdings, LLC11,217+71$7.2M+$528.8K0.6%
Wealth Alliance Advisory Group, LLC25,516+574$15.4M+$526.8K2.3%
Aspen Grove Capital, LLC1,328+827$804.8K+$504.7K165.1%
Larson Financial Group LLC1,471+814$887.6K+$495.9K123.9%
FIRST AMERICAN TRUST, FSB1,195+800$720.9K+$485.5K202.5%
Granite FO LLC16,627+606$10.0M+$481.7K3.8%
FIRST FINANCIAL BANK - TRUST DIVISION16,649+604$10.0M+$480.7K3.8%
ARTHUR M. COHEN & ASSOCIATES, LLC1,991+771$1.2M+$479.0K63.2%
TRUST CO OF VERMONT1,896+696$1.1M+$428.6K58.0%
Alexis Investment Partners, LLC11,570+432$7.1M+$420.1K3.9%
KESTRA PRIVATE WEALTH SERVICES, LLC5,345+627$3.2M+$412.3K13.3%
AlphaCore Capital LLC1,209+673$729.5K+$410.0K125.5%
Quantinno Capital Management LP16,224+482$9.8M+$404.6K3.1%
Foundations Investment Advisors, LLC1,765+654$1.1M+$402.8K58.9%
JONES FINANCIAL COMPANIES LLLP10,437+556$6.3M+$400.8K5.6%
WEALTH ALLIANCE, LLC1,685+645$1.0M+$396.7K62.0%
Blue Zone Wealth Advisors, LLC1,844+631$1.1M+$389.5K52.0%
Steward Partners Investment Advisory, LLC22,729+375$13.7M+$388.3K1.7%
Brookstone Capital Management15,884+455$9.6M+$386.3K2.9%
QRG CAPITAL MANAGEMENT, INC.1,634+614$985.8K+$377.8K60.2%
UNITED CAPITAL FINANCIAL ADVISORS, LLC6,120+548$3.7M+$371.0K9.8%
Crewe Advisors LLC50,125+6$30.2M+$366.7K0.0%
1ST SOURCE BANK35,986+166$21.7M+$359.8K0.5%
Citizens Business Bank1,041+566$628.0K+$344.9K119.2%
IEQ CAPITAL, LLC17,432+364$10.5M+$343.3K2.1%
Impact Capital Partners LLC1,345+542$811.4K+$332.8K67.5%
Curi Capital, LLC37,832+38$22.9M+$316.5K0.1%
NorthCrest Asset Manangement, LLC7,476+211$4.6M+$307.2K2.9%
Merit Financial Group, LLC9,627+383$5.8M+$297.8K4.1%
Sowell Financial Services LLC5,331+431$3.2M+$295.4K8.8%
Waverly Advisors, LLC12,547+337$7.6M+$292.1K2.8%
ARVEST INVESTMENTS, INC.16,147+290$9.7M+$289.4K1.8%
Arax Advisory Partners780+473$470.5K+$287.6K154.1%
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,325+344$6.8M+$287.5K3.1%
Johnson Financial Group, Inc.4,916+400$3.0M+$277.5K8.8%
First City Capital Management, Inc.1,910+428$1.2M+$268.9K28.9%
VANGUARD GROUP INC5,320+383$3.2M+$266.8K7.8%
AlTi Global, Inc.3,247+398$2.0M+$263.2K14.0%
HUNTINGTON NATIONAL BANK29,288+80$17.7M+$260.0K0.3%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4,219+235$2.5M+$259.8K5.9%
Hobart Private Capital, LLC826+424$498.3K+$258.7K105.5%
Financial Engines Advisors L.L.C.8,313+330$5.0M+$257.0K4.1%
CapWealth Advisors, LLC851+422$510.3K+$254.6K98.4%
COMMERCE BANK26,616+103$16.1M+$254.4K0.4%
One Charles Private Wealth Services, LLC788+411$475.6K+$250.9K109.0%
Joel Isaacson & Co., LLC5,796+346$3.5M+$248.4K6.3%
Dakota Wealth Management11,709+271$7.1M+$246.5K2.4%
BANK OF NOVA SCOTIA6,521+330$3.9M+$243.9K5.3%
Montz Harcus Wealth Management LLC16,037+177$9.7M+$221.4K1.1%
Kingsview Wealth Management, LLC2,472+336$1.5M+$218.3K15.7%
Stonekeep Investments, LLC718+359$434-$213.5K100.0%
BROWN BROTHERS HARRIMAN & CO17,272+143$10.4M+$210.5K0.8%
Douglass Winthrop Advisors, LLC1,400+326$844.6K+$204.5K30.4%
RITHOLTZ WEALTH MANAGEMENT776+330$468.1K+$202.3K74.0%
Newport Capital Group, LLC10,284+214$6.2M+$202.3K2.1%
HARBOUR INVESTMENTS, INC.9,709+214$5.9M+$197.8K2.3%
Farther Finance Advisors, LLC3,593+286$2.2M+$196.4K8.6%
Csenge Advisory Group18,514+100$11.2M+$194.3K0.5%
SEVEN MILE ADVISORY992+305$598.5K+$189.0K44.4%
Journey Advisory Group, LLC2,257+285$1.4M+$186.2K14.4%
Prospera Financial Services Inc7,877+215$4.8M+$184.6K2.8%
Apollon Wealth Management, LLC8,301+204$5.0M+$181.5K2.5%
DAVENPORT & Co LLC1,528+267$921.8K+$170.2K21.2%
ARS Investment Partners, LLC3,529+239$2.1M+$168.4K7.3%
Crescent Sterling, Ltd.4,964+219$3.0M+$166.6K4.6%
UMB Bank, n.a.557+272$336.0K+$166.2K95.4%
Aptus Capital Advisors, LLC1,587+255$957.4K+$163.5K19.1%
Peterson Wealth Services1,515+990$914.1K+$163.2K188.6%
3EDGE Asset Management, LP1,334+245$805.0K+$155.7K22.5%
Busey Bank13,070+102$7.9M+$155.6K0.8%
SCOTIA CAPITAL INC.3,735+217$2.3M+$155.2K6.2%
ROCKLAND TRUST CO1,831+234$1.1M+$152.7K14.7%
CCG WEALTH MANAGEMENT, LLC1,502+230$906.1K+$148.0K18.1%
Apeiron RIA LLC1,132+165$715.8K+$146.5K17.1%
Gator Capital Management, LLC2,028+221$1.2M+$146.4K12.2%
Advisory Services Network, LLC6,394+167$3.9M+$145.9K2.7%
Madison Park Capital Advisors, LLC10,679+105$6.4M+$139.8K1.0%
PATTON ALBERTSON MILLER GROUP, LLC590+225$355.9K+$138.4K61.6%
Castle Rock Wealth Management, LLC1,866+131$1.2M+$136.8K7.5%
Rise Advisors, LLC1,249+214$753.6K+$136.6K20.7%
North Star Investment Management Corp.8,296+121$5.0M+$132.6K1.5%
Blue Trust, Inc.1,102+205$664.6K+$129.7K22.9%
MATRIX ASSET ADVISORS INC/NY6,116+139$3.7M+$127.2K2.3%
Opulen Financial Group LLC1,363+196$822.4K+$127.0K16.8%
Haverford Trust Co7,888+116$4.8M+$126.3K1.5%
INTEGRITY ALLIANCE, LLC.636+191$383.7K+$118.5K42.9%
Stratos Wealth Partners, LTD.4,446+141$2.7M+$116.5K3.3%
TRUST CO OF TOLEDO NA /OH/336+191$202.7K+$116.3K131.7%
ZWJ INVESTMENT COUNSEL INC3,753+148$2.3M+$115.8K4.1%
G&S Capital LLC10,387+67$6.3M+$115.5K0.6%
PARK NATIONAL CORP /OH/1,450+171$874.8K+$112.4K13.4%
ASSETMARK, INC388+179$234.1K+$109.5K85.6%
Global Retirement Partners, LLC3,654+136$2.2M+$107.6K3.9%
WESBANCO BANK INC4,897+118$3.0M+$105.8K2.5%
WJ Financial Advisors LLC2,236+150$1.3M+$105.6K7.2%
Bay Rivers Group7,972+77$4.8M+$103.7K1.0%
Zhang Financial LLC2,591+140$1.6M+$102.4K5.7%
Orion Porfolio Solutions, LLC6,056+95$3.7M+$101.0K1.6%
Intrepid Financial Planning Group LLC7,712+75$4.7M+$100.7K1.0%
KEYBANK NATIONAL ASSOCIATION/OH7,327+78$4.4M+$99.6K1.1%
Capital Group Private Client Services, Inc.11,747+22$7.1M+$98.2K0.2%
Park Capital Management, LLC / WI3,826+118$2.3M+$98.1K3.2%
CHARTER RESEARCH & INVESTMENT GROUP, INC.6,334+86$3.8M+$96.9K1.4%
Pinnacle Wealth Management Advisory Group, LLC10,832+30$6.5M+$96.4K0.3%
Capital Investment Counsel, LLC2,227+132$1.3M+$95.0K6.3%
Prime Capital Investment Advisors, LLC4,411+99$2.7M+$91.1K2.3%
AMG National Trust Bank8,454+50$5.1M+$91.1K0.6%
RWA WEALTH PARTNERS, LLC3,854+101$2.3M+$88.0K2.7%
Linscomb Wealth, Inc.11,289+9$6.8M+$87.2K0.1%
HRT FINANCIAL LP250,582+142,512$151.2K+$86.8K131.9%
Private Wealth Asset Management, LLC9,947+22$6.0M+$85.2K0.2%
Wilmington Savings Fund Society, FSB5,893+65$3.6M+$81.5K1.1%
Resonant Capital Advisors, LLC9,198+15$5.6M+$80.8K0.2%
Coastal Bridge Advisors, LLC1,482+118$893.7K+$80.8K8.7%
Palisade Asset Management, LLC10,451+8$6.3M+$80.5K0.1%
Focus Financial Network, Inc.2,797+98$1.7M+$78.9K3.6%
Essex Financial Services, Inc.2,709+97$1.6M+$77.0K3.7%
Fiduciary Alliance LLC1,398+111$843.5K+$76.2K8.6%
TI-TRUST, INC9,456+10$5.7M+$74.5K0.1%
Investment Advisory Group, LLC3,749+78$2.3M+$73.7K2.1%
Valeo Financial Advisors, LLC1,089+106$657.0K+$71.1K10.8%
Chevy Chase Trust Holdings, LLC5,496+50$3.3M+$69.6K0.9%
Lifestyle Asset Management, Inc.586+107$353.5K+$68.0K22.3%
CHOREO, LLC54,079+1$3.5M+$67.8K0.0%
Perigon Wealth Management, LLC7,644+20$4.6M+$67.5K0.3%
Integrated Advisors Network LLC3,223+73$1.9M+$66.9K2.3%
Cullen/Frost Bankers, Inc.888+100$535.7K+$66.0K12.7%
Fiera Capital Corp1,913+85$1.2M+$64.5K4.6%
GAMMA Investing LLC2,331+77$1.4M+$62.8K3.4%
CONNORS INVESTOR SERVICES INC1,007+92$607.5K+$62.1K10.1%
WATERS PARKERSON & CO., LLC690+95$416.3K+$61.6K16.0%
Fifth Third Wealth Advisors LLC6,934+13$4.2M+$57.9K0.2%
Valmark Advisers, Inc.3,138+57$1.9M+$57.0K1.9%
Coordinated Financial Services, Inc.883+77$532.6K+$52.4K9.6%
Capital Advisory Group Advisory Services, LLC4,803+27$2.9M+$50.9K0.6%
MITCHELL MCLEOD PUGH & WILLIAMS INC888+1$582.1K+$50.5K0.1%
Wealth Watch Advisors, INC2,143+58$1.3M+$50.1K2.8%
CARY STREET PARTNERS FINANCIAL LLC2,518+50$1.5M+$48.1K2.0%
Independence Bank of Kentucky4,809+20$2.9M+$46.8K0.4%
Marion Wealth Management1,111+3$706.8K+$46.2K0.3%
FLAGSTAR ADVISORS INC5,671+2$3.4M+$45.8K0.0%
QUADRANT CAPITAL GROUP LLC375+72$226.1K+$45.5K23.8%
Glenview Trust co952+62$574.3K+$43.9K7.0%
Embree Financial Group2,859+38$1.7M+$43.3K1.3%
CREDIT AGRICOLE S A1,776+51$1.1M+$43.3K3.0%
Asset Management Group, Inc.4,764+12$2.9M+$41.9K0.3%
ORG Partners LLC109+66$65.8K+$40.1K153.5%
EASTERN BANK5,336+1$3.2M+$39.3K0.0%
Freestone Capital Holdings, LLC3,428+24$2.1M+$39.2K0.7%
CM WEALTH ADVISORS LLC685+56$414.7K+$38.8K8.9%
E&G Advisors, LP1,835+41$1.1M+$37.7K2.3%
Topsail Wealth Management, LLC3,481+20$2.1M+$37.3K0.6%
Lewis Asset Management, LLC3,681+18$2.2M+$37.2K0.5%
Stablepoint Partners, LLC914+50$551.5K+$36.5K5.8%
SHUFRO ROSE & CO LLC436+10$263.2K+$36.0K2.3%
Connecticut Wealth Management, LLC4,544+5$2.7M+$35.8K0.1%
M3 Advisory Group, LLC1,581+41$953.7K+$35.7K2.7%
TD Waterhouse Canada Inc.4,965+18$3.0M+$35.6K0.4%
Meridian Wealth Management, LLC4,773+1$2.9M+$35.2K0.0%
THOMPSON INVESTMENT MANAGEMENT, INC.117+57$70.6K+$34.8K95.0%
World Investment Advisors16,630+12$9.9M+$34.8K0.1%
WEST PACES ADVISORS INC.4,562+2$2.8M+$34.3K0.0%
Virtue Capital Management, LLC575+161$212.6K-$34.2K38.9%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.71+51$43.1K+$31.2K255.0%
WealthShield Partners, LLC394+47$237.7K+$30.9K13.5%
Emprise Bank2,121+25$1.3M+$30.3K1.2%
CoreCap Advisors, LLC795+41$479.6K+$30.1K5.4%
SG Americas Securities, LLC85,760+48,730$51.7K+$29.7K131.6%
GSB Wealth Management, LLC1,040+37$627.5K+$29.7K3.7%
CWS Financial Advisors, LLC3,313+9$2.0M+$29.4K0.3%
BESSEMER GROUP INC89,237+47,530$53.8K+$29.0K114.0%
MontVue Capital Management, Inc.1,447+30$872.9K+$28.4K2.1%
Red Door Wealth Management, LLC3,513+5$2.1M+$28.0K0.1%
Venturi Wealth Management, LLC3,750+1$2.3M+$27.2K0.0%
OneAscent Financial Services LLC699+37$421.7K+$26.8K5.6%
Quadrant Private Wealth Management, LLC1,426+23$863.5K+$25.3K1.6%
Coyle Financial Counsel LLC2,749+8$1.7M+$24.7K0.3%
Alpha Wealth Funds, LLC3,031+3$1.8M+$23.8K0.1%
Carlton Hofferkamp & Jenks Wealth Management, LLC8,104+58$4.9M+$22.9K0.7%
AE Wealth Management LLC1,479+20$892.5K+$22.5K1.4%
Paradigm, Strategies in Wealth Management, LLC2,929+2$1.8M+$22.3K0.1%
NATIONAL BANK OF CANADA /FI/443+32$267.2K+$22.2K7.8%
Sound Income Strategies, LLC50+32$32.0K+$21.3K177.8%
Moors & Cabot, Inc.1,542+16$930.3K+$20.7K1.0%
BlueChip Wealth Advisors LLC442+29$266.6K+$20.5K7.0%
NOVARE CAPITAL MANAGEMENT LLC568+27$342.7K+$20.2K5.0%
American Capital Advisory, LLC2,279+5$1.4M+$19.5K0.2%
AMERIFLEX GROUP, INC.202+30$121.9K+$19.3K17.4%
Bill Few Associates, Inc.2,036+6$1.2M+$18.3K0.3%
Granite Bay Wealth Management, LLC2,116+5$1.3M+$18.3K0.2%
PARSONS CAPITAL MANAGEMENT INC/RI1,768+9$1.1M+$18.2K0.5%
Evanson Asset Management, LLC2,071+4$1.2M+$17.9K0.2%
IHT Wealth Management, LLC465+23$280.5K+$17.1K5.2%
Maltin Wealth Management, Inc.1,897+5$1.1M+$16.2K0.3%
PFG Investments, LLC741+18$447.1K+$15.9K2.5%
SIMON QUICK ADVISORS, LLC1,224+11$738.3K+$15.5K0.9%
SYM FINANCIAL Corp618+18$372.8K+$15.2K3.0%
Frisch Financial Group, Inc.2,061+5$1.2M+$14.6K0.2%
Capital Asset Advisory Services LLC427+1$268.4K+$14.5K0.2%
Colonial Trust Co / SC689+16$415.5K+$14.3K2.4%
Clarendon Private LLC1,522+4$918.4K+$13.5K0.3%
FIRST FOUNDATION ADVISORS363+18$219.0K+$13.4K5.2%
Guidance Point Advisors, LLC517+15$313.1K+$13.0K3.0%
Rothschild Capital Partners, LLC1,457+4$878.9K+$12.7K0.3%
Sachetta, LLC1,549+2$934.7K+$12.6K0.1%
Strategic Family Wealth Counselors, L.L.C.341+1$215.1K+$12.4K0.3%
ELEVATION WEALTH PARTNERS, LLC1,499+2$904.4K+$12.0K0.1%
Mirador Capital Partners LP1,067+6$643.9K+$11.4K0.6%
Bryn Mawr Trust Advisors, LLC1,053+6$635.4K+$11.3K0.6%
Urban Financial Advisory Corp1,236+3$745.8K+$11.0K0.2%
Tennessee Valley Asset Management Partners1,372+1$827.7K+$10.4K0.1%
Fermata Advisors, LLC447+11$269.8K+$9.9K2.5%
BLB&B Advisors, LLC1,110+3$669.6K+$9.8K0.3%
MJT & Associates Financial Advisory Group, Inc.32+16$19.3K+$9.8K100.0%
Certified Advisory Corp1,072+3$646.4K+$9.2K0.3%
NBC SECURITIES, INC.170+13$102.6K+$9.0K8.3%
Plante Moran Financial Advisors, LLC992+3$598.5K+$9.0K0.3%
Stanich Group LLC1,161+1$700.6K+$8.6K0.1%
Symphony Financial, Ltd. Co.427+1$260.5K+$8.4K0.2%
Allen Mooney & Barnes Investment Advisors LLC1,017+1$613.7K+$8.1K0.1%
WBH ADVISORY INC1,046+1$630.8K+$7.8K0.1%
FLYNN ZITO CAPITAL MANAGEMENT, LLC911+2$549.7K+$7.8K0.2%
Capital Investment Advisors, LLC1,016+1$612.9K+$7.7K0.1%
Gladwyn Financial Advisors, Inc.444+7$267.8K+$7.2K1.6%
Objectivity Squared, LLC780+2$470.8K+$6.9K0.3%
GUYASUTA INVESTMENT ADVISORS INC879+1$530.0K+$6.6K0.1%
Vivaldi Capital Management LP391+6$236.0K+$6.6K1.6%
STEINBERGANNA WEALTH MANAGEMENT686+2$413.7K+$6.1K0.3%
Measured Risk Portfolios, Inc.717+1$432.6K+$5.8K0.1%
REDW Wealth LLC581+2$350.4K+$5.2K0.3%
WP Advisors, LLC553+2$333.5K+$4.9K0.4%
High Net Worth Advisory Group LLC557+1$336.0K+$4.6K0.2%
Empirical Asset Management, LLC541+1$326.4K+$4.6K0.2%
Nicollet Investment Management, Inc.8,448+7,214$5.1K+$4.4K584.6%
Bensler, LLC466+1$281.2K+$4.1K0.2%
Cambridge Investment Research Advisors, Inc.33,836+6,282$20.4K+$4.0K22.8%
Janney Montgomery Scott LLC52,670+5,526$31.8K+$3.7K11.7%
Flagship Private Wealth, LLC431+1$259.9K+$3.6K0.2%
CLUNE & ASSOCIATES, LTD.436+1$263.1K+$3.6K0.2%
Objective Capital Management, LLC397+1$239.7K+$3.5K0.3%
Inscription Capital, LLC434+1$261.7K+$3.5K0.2%
Silicon Valley Capital Partners336+1$202.5K+$3.0K0.3%
Summit Financial Wealth Advisors, LLC393+1$237.0K+$2.7K0.3%
MASECO LLP243+1$146.3K+$2.1K0.4%
CWM, LLC18,548+2,522$11.2K+$1.6K15.7%
TD Capital Management LLC157+1$94.7K+$1.4K0.6%
Verdence Capital Advisors LLC792+1$477.6K-$8190.1%
GGM Financials LLC89+1$53.4K+$7851.1%
Strengthening Families & Communities, LLC8+1$4.9K+$66614.3%
PRICE T ROWE ASSOCIATES INC /MD/1,494+694$902+$42586.8%
GW&K Investment Management, LLC2,659+436$1.6K+$27919.6%
TradeLink Capital LLC1,300+390$784+$24242.9%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY9,602+158$5.8K+$1631.7%
CENTAURUS FINANCIAL, INC.5,523+198$3.3K+$1583.7%
PARK AVENUE SECURITIES LLC781+219$471+$13639.0%
Evensky & Katz LLC7,508+43$4.5K+$800.6%
CX Institutional1,176+100$709+$689.3%
Betterment LLC732+54$442+$388.0%
WEDBUSH SECURITIES INC2,287+2$1.4K+$180.1%
LaSalle St. Investment Advisors, LLC1,983+1$1.2K+$150.1%
WARNER FINANCIAL, INC1,504+1$907+$110.1%
HAZLETT, BURT & WATSON, INC.464+1$280+$30.2%

Reduced(885)

ManagerSharesΔ SharesValueΔ Value% Δ
MORGAN STANLEY1,115,655-664,749$673.1M-$388.1M-37.3%
Royal Bank of Canada352,323-469,531$212.6M-$240.4M-57.1%
BARCLAYS PLC11,443-144,063$6.5M-$86.2M-92.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP698,004-133,501$421.1M-$74.5M-16.1%
COMMONWEALTH EQUITY SERVICES, LLC70,521-17,567$42.5M+$42.5M-19.9%
Pathstone Holdings, LLC846,872-42,950$511.2M-$19.1M-4.8%
MILLENNIUM MANAGEMENT LLC8,575-26,852$5.2M-$15.9M-75.8%
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.18,259-25,076$11.0M-$14.8M-57.9%
BRANT POINT INVESTMENT MANAGEMENT LLC350-59,650$21.1M-$14.6M-99.4%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.59,782-24,600$36.1M-$14.2M-29.1%
UBS Group AG608,452-30,966$367.1M-$14.0M-4.8%
Cornerstone Planning Group LLC33-186,121$21.1K-$11.7M-100.0%
Kovitz Investment Group Partners, LLC795-18,848$479.6K-$11.2M-96.0%
GOLDMAN SACHS GROUP INC1,028,201-28,686$620.3M-$9.6M-2.7%
Focus Partners Advisor Solutions, LLC12,922-11,518$7.8M-$6.8M-47.1%
Kestra Advisory Services, LLC26,119-8,779$15.8M-$5.0M-25.1%
Ameritas Advisory Services, LLC1,978-6,550$1.2M-$3.9M-76.8%
Bank of New York Mellon Corp163,633-8,294$98.7M-$3.8M-4.8%
PFG Advisors721-6,254$435.0K-$3.7M-89.7%
Creative Planning276,564-9,964$166.8M-$3.7M-3.5%
US BANCORP \DE\980,650-17,460$591.6M-$3.3M-1.7%
WHITTIER TRUST CO127,976-810$80.4M+$3.0M-0.6%
PITTENGER & ANDERSON INC64,832-5,186$39.1M-$2.6M-7.4%
YOUSIF CAPITAL MANAGEMENT, LLC6,969-4,795$4.4M-$2.6M-40.8%
CAPITAL FUND MANAGEMENT S.A.15,200-4,500$9.2M-$2.6M-22.8%
TRUIST FINANCIAL CORP120,928-4,963$73.0M-$2.1M-3.9%
NorthRock Partners, LLC4,063-3,706$2.5M-$2.1M-47.7%
Cetera Investment Advisers86,834-4,398$52.4M-$2.0M-4.8%
WHITTIER TRUST CO OF NEVADA INC67,830-29$42.6M+$1.9M-0.0%
Thrive Wealth Management, LLC18,185-3,307$11.0M-$1.8M-15.4%
Mesirow Financial Investment Management, Inc.22,000-3,355$13.3M-$1.8M-13.2%
Garden State Investment Advisory Services LLC1,531-3,097$929.3K-$1.8M-66.9%
Blue Fin Capital, Inc.3,717-3,365$2.2M-$1.8M-47.5%
CAPTRUST FINANCIAL ADVISORS67,994-3,766$41.0M-$1.8M-5.2%
Wealthspire Advisors, LLC11,822-3,071$7.1M-$1.7M-20.6%
Mill Creek Capital Advisors, LLC13,994-3,090$8.4M-$1.7M-18.1%
ARBOR TRUST WEALTH ADVISORS, LLC10,234-3,013$6.2M-$1.7M-22.7%
REGIONS FINANCIAL CORP2,900-2,900$1.7M-$1.7M-50.0%
Savant Capital, LLC22,021-3,090$13.3M-$1.7M-12.3%
Ameritas Investment Partners, Inc.20,045-3,000$12.1M-$1.6M-13.0%
SUMMIT WEALTH GROUP LLC / CO3,969-408$377.6K-$1.6M-9.3%
Atlantic Union Bankshares Corp86,561-3,437$52.2M-$1.4M-3.8%
Lido Advisors, LLC54,534-2,535$32.7M-$1.3M-4.4%
Arvest Bank Trust Division231,907-721$139.9M+$1.3M-0.3%
OSAIC HOLDINGS, INC.89,938-3,287$54.3M-$1.2M-3.5%
Miracle Mile Advisors, LLC34,390-2,297$20.7M-$1.1M-6.3%
Clearstead Advisors, LLC44,364-2,318$26.8M-$1.1M-5.0%
PNC Financial Services Group, Inc.704,633-10,339$425.1M-$1.1M-1.4%
Wealthcare Advisory Partners LLC3,764-1,781$2.3M-$1.0M-32.1%
Mayflower Financial Advisors, LLC6,923-1,797$4.2M-$1.0M-20.6%
Walleye Trading LLC45,000-2,039$27.1M-$889.1K-4.3%
Astoria Portfolio Advisors LLC.551-1,500$356.6K-$876.0K-73.1%
COMPASS CAPITAL CORP /MA/ /ADV1,185-1,486$776.5K-$815.0K-55.6%
HM PAYSON & CO1,228-1,394$740.8K-$785.7K-53.2%
MIRAE ASSET SECURITIES (USA) INC.111,131-153$67.0M+$714.5K-0.1%
Midwest Financial Group LLC7,330-1,252$4.4M-$693.1K-14.6%
Summit Wealth Partners, LLC2,067-1,165$1.2M-$679.4K-36.0%
Simplicity Wealth,LLC432-1,141$260.7K-$676.9K-72.5%
MassMutual Private Wealth & Trust, FSB58,149-1,813$35.1M-$659.0K-3.0%
SEEDS INVESTOR LLC12,880-1,257$7.8M-$655.9K-8.9%
WASHINGTON TRUST Co85,815-2,112$51.8M-$636.7K-2.4%
FineMark National Bank & Trust116,109-358$70.0M+$628.4K-0.3%
HighTower Advisors, LLC236,091-1,823$142.4M+$623.0K-0.8%
SIMPLEX TRADING, LLC1,011-3,792$609.9K+$607.1K-79.0%
Legacy Advisors, LLC15,922-1,175$9.6M-$584.5K-6.9%
Seelaus Asset Management LLC939-939$566.5K-$552.9K-50.0%
BOKF, NA7,980-1,013$4.8M-$545.9K-11.3%
One Capital Management, LLC365-916$220.7K-$543.3K-71.5%
Lionsbridge Wealth Management LLC4,532-928$2.7M-$520.3K-17.0%
BLAIR WILLIAM & CO/IL75,368-1,733$45.5M-$486.3K-2.2%
Meridian Wealth Advisors, LLC11,753-948$7.1M-$479.6K-7.5%
Caliber Wealth Management, LLC / KS3,261-839$2.0M-$476.3K-20.5%
Integrated Wealth Concepts LLC961-795$579.8K-$466.9K-45.3%
VICTORY FINANCIAL GROUP, LLC5,586-842$3.4M-$461.5K-13.1%
Almanack Investment Partners, LLC.799-782$482.0K-$460.3K-49.5%
William Mack & Associates, Inc.431-862$260.0K-$459.6K-66.7%
Associated Banc-Corp7,682-860$4.6M-$456.9K-10.1%
PETERSON WEALTH MANAGEMENT2,495-962$1.5M-$453.6K-27.8%
Conservest Capital Advisors, Inc.214,319-3,370$129.3M-$453.1K-1.5%
Dynamic Advisor Solutions LLC1,793-763$1.1M-$442.1K-29.9%
Golden State Wealth Management, LLC2,411-754$1.5M-$432.1K-23.8%
CONGRESS ASSET MANAGEMENT CO887-727$535.1K-$426.9K-45.0%
Mariner, LLC104,560-594$63.1M+$406.9K-0.6%
AXXCESS WEALTH MANAGEMENT, LLC1,862-687$1.1M-$395.9K-26.9%
DAVIDSON TRUST CO3,768-655$2.3M-$363.1K-14.8%
OPTIMA CAPITAL LLC15-602$9.3K-$359.6K-97.6%
Hills Bank & Trust Co117,586-2,025$70.9M-$354.5K-1.7%
Glaxis Capital Management, LLC1,340-610$808.4K-$353.9K-31.3%
Waldron Private Wealth LLC32,643-975$19.7M-$344.5K-2.9%
XML Financial, LLC2,111-591$1.3M-$336.9K-21.9%
Dentgroup LLC904-568$545.5K-$331.8K-38.6%
IFG Advisors, LLC45,622-1,097$27.5M-$323.1K-2.3%
Providence Financial Advisors, LLC5,193-593$3.1M-$315.8K-10.2%
Crestwood Advisors Group, LLC8,005-610$4.8M-$305.5K-7.1%
ARCADIA INVESTMENT MANAGEMENT CORP/MI80-510$48.3K-$303.4K-86.4%
OLD NATIONAL BANCORP /IN/20,058-717$12.1M-$281.9K-3.5%
CONNING INC.38,5960$23.3M+$279.8K0.0%
GRIMES & COMPANY, INC.999-450$602.8K-$260.6K-31.1%
PACIFIC FINANCIAL GROUP INC1,290-451$778.4K-$259.5K-25.9%
TIAA TRUST, NATIONAL ASSOCIATION13,632-591$8.2M-$253.4K-4.2%
Strategic Advisors LLC511-431$308.3K-$253.2K-45.8%
Midwest Trust Co65,015-1,215$39.2M-$252.8K-1.8%
ORBA Wealth Advisors, L.L.C.1,224-430$738.4K-$247.4K-26.0%
Klingman & Associates, LLC41,828-100$25.2M+$243.6K-0.2%
GC Wealth Management RIA, LLC570-400$343.9K-$234.3K-41.2%
Trifecta Capital Advisors, LLC19,564-625$11.8M-$230.7K-3.1%
Canopy Partners, LLC16,507-585$10.0M-$229.0K-3.4%
MONTAG A & ASSOCIATES INC103,466-1,735$62.6M-$228.5K-1.6%
Breakwater Capital Group7,504-468$4.5M-$224.4K-5.9%
NATIXIS281-373$169.5K-$220.3K-57.0%
Acorn Wealth Advisors, LLC1,806-391$1.1M-$220.1K-17.8%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,034-381$1.2M-$212.3K-15.8%
Shoker Investment Counsel, Inc.4,550-409$2.7M-$211.3K-8.2%
KCM INVESTMENT ADVISORS LLC14,456-526$8.7M-$208.9K-3.5%
NORTHERN TRUST CORP1,074,994-13,422$648.5M-$206.2K-1.2%
SMITH, MOORE & CO.59,895-386$36.1M+$204.4K-0.6%
RMR Wealth Builders14,395-510$8.7M-$199.8K-3.4%
BROWN ADVISORY INC113,788-1,051$68.6M+$198.6K-0.9%
Steele Capital Management, Inc.33,223-108$20.1M+$195.1K-0.3%
TRUSTMARK BANK TRUST DEPARTMENT32,124-70$19.4M+$191.2K-0.2%
MEANS INVESTMENT CO., INC.5,568-387$3.4M-$190.5K-6.5%
Edge Financial Advisors LLC2,736-40$1.5M-$190.4K-1.4%
Portland Global Advisors LLC66,505-495$40.1M+$187.1K-0.7%
CIBC Private Wealth Group LLC10,721-443$6.5M-$186.3K-4.0%
Cyndeo Wealth Partners, LLC16,273-500$9.8M-$180.0K-3.0%
Orion Capital Management LLC374-300$225.3K-$176.1K-44.5%
Wellspring Financial Advisors, LLC18,484-514$11.2M-$170.5K-2.7%
LCM Capital Management Inc43,573-244$26.3M+$170.3K-0.6%
BAILARD, INC.6,019-355$3.6M-$168.0K-5.6%
GAMCO INVESTORS, INC. ET AL5,165-342$3.1M-$166.3K-6.2%
SAGESPRING WEALTH PARTNERS, LLC6,589-346$4.0M-$158.3K-5.0%
FIFTH THIRD BANCORP7,898-360$4.8M-$157.3K-4.3%
WELCH & FORBES LLC166,753-1,777$100.6M+$149.8K-1.1%
Renaissance Investment Group LLC1,593-267$961.0K-$147.6K-14.3%
Berman McAleer LLC3,710-280$2.2M-$146.4K-7.0%
Tower Research Capital LLC (TRC)2,373-273$1.4M-$145.5K-10.3%
Trexquant Investment LP523-242$315.5K-$140.4K-31.6%
FORTRESS PRIVATE LEDGER, LLC1,059-246$638.8K-$139.1K-18.9%
GenTrust, LLC2,869-269$1.7M-$138.7K-8.6%
Callan Family Office, LLC18,953-16$11.4M+$127.9K-0.1%
Montecito Bank & Trust2,161-239$1.3M-$126.8K-9.9%
Choate Investment Advisors2,057-232$1.2M-$123.4K-10.1%
Community Bank, N.A.11,199-342$6.8M-$122.6K-3.0%
Optivise Advisory Services LLC572-209$345.1K-$120.4K-26.8%
Redwood Park Advisors LLC553-206$333.4K-$119.0K-27.1%
Baltimore-Washington Financial Advisors, Inc.4,090-244$2.5M-$116.3K-5.6%
Bell Bank935-200$564.1K-$112.4K-17.6%
Atlantic Edge Private Wealth Management, LLC22,486-462$13.6M-$112.3K-2.0%
Crews Bank & Trust5,932-260$3.6M-$112.0K-4.2%
CHILTON CAPITAL MANAGEMENT LLC95-188$57.3K-$111.4K-66.4%
MCF Advisors LLC21,143-82$12.8M+$111.2K-0.4%
Carnegie Investment Counsel19,470-423$11.7M-$111.1K-2.1%
Diversified Portfolios, Inc.10,065-308$6.1M-$110.7K-3.0%
S.A. Mason LLC516-190$311.3K-$109.5K-26.9%
CUMBERLAND ADVISORS INC43,947-355$26.5M+$107.0K-0.8%
Weil Company, Inc.4,514-232$2.7M-$105.5K-4.9%
Peak Asset Management, LLC8,832-280$5.3M-$102.9K-3.1%
Legal & General Group Plc14,2000$8.6M+$101.6K0.0%
GM Advisory Group, LLC2,203-197$1.3M-$101.4K-8.2%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,9360$8.4M+$101.0K0.0%
Avantax Planning Partners, Inc.1,805-188$1.1M-$99.0K-9.4%
Institute for Wealth Management, LLC.612-172$369.4K-$98.0K-21.9%
CITIZENS FINANCIAL GROUP INC/RI59,213-557$35.7M+$97.2K-0.9%
SAX WEALTH ADVISORS, LLC926-174$558.6K-$97.0K-15.8%
Glen Eagle Advisors, LLC6,319-239$3.8M-$96.6K-3.6%
Harvest Investment Services, LLC2,895-191$1.7M-$93.3K-6.2%
STALEY CAPITAL ADVISERS INC12,8440$7.7M+$93.1K0.0%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC1,5370$1.0M+$92.8K0.0%
Fiduciary Trust Co5,911-226$3.6M-$91.8K-3.7%
FLPUTNAM INVESTMENT MANAGEMENT CO8,654-258$5.2M-$91.0K-2.9%
Sterling Investment Advisors, Ltd.4,098-201$2.5M-$90.0K-4.7%
Eldridge Investment Advisors, Inc.2,120-176$1.3M-$89.5K-7.7%
SCS Capital Management LLC52,453-593$31.7M+$89.4K-1.1%
Compound Planning, Inc.1,553-168$936.9K-$89.1K-9.8%
Bear Mountain Capital, Inc.2,0190$1.3M+$88.3K0.0%
Simmons Bank24,514-152$14.8M+$87.1K-0.6%
FULTON BREAKEFIELD BROENNIMAN LLC374-150$225.6K-$86.7K-28.6%
SK Wealth Management, LLC2,700-31$1.7M+$86.5K-1.1%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA4,093-392$2.6M-$85.6K-8.7%
jvl associates llc19,689-97$11.9M+$84.9K-0.5%
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,396-182$2.0M-$83.9K-5.1%
BSW Wealth Partners960-151$579.1K-$83.0K-13.6%
Clear Point Advisors Inc.5,904-211$3.6M-$82.9K-3.5%
Bridgewater Advisors Inc.1,4350$921.9K+$81.0K0.0%
Disciplined Investments, LLC2,473-165$1.5M-$80.6K-6.3%
Sand Hill Global Advisors, LLC11,929-10$7.2M+$80.5K-0.1%
Summit Trail Advisors, LLC2,310-164$1.4M-$80.3K-6.6%
Howard Capital Management Inc.15,193-50$9.2M+$79.9K-0.3%
Latigo Investments, LLC10,9620$6.6M+$79.5K0.0%
TKG Advisors, LLC13,309-30$8.0M+$78.7K-0.2%
Grove Bank & Trust12,427-20$7.5M+$78.2K-0.2%
NBT BANK N A /NY15,730-321$9.5M-$77.0K-2.0%
Benchmark Financial Wealth Advisors, LLC6,703-211$4.0M-$76.7K-3.0%
Hummer Financial Advisory Services Inc17,093-96$10.3M+$76.2K-0.6%
GEM Asset Management, LLC2,6220$1.6M+$75.1K0.0%
Vanguard Personalized Indexing Management, LLC350-130$211.1K-$75.0K-27.1%
AlphaStar Capital Management, LLC2,131-151$1.3M-$74.5K-6.6%
HOLLENCREST CAPITAL MANAGEMENT50-124$30.2K-$73.5K-71.3%
Wilmar Advisors LLC10,0000$6.0M+$72.5K0.0%
VeraBank, N.A.1,600-137$965.2K-$70.1K-7.9%
Private Advisor Group, LLC11,337-255$6.8M-$69.3K-2.2%
Hilltop Holdings Inc.3,696-161$2.2M-$69.2K-4.2%
Harbour Trust & Investment Management Co15,979-82$9.6M+$67.0K-0.5%
VestGen Advisors, LLC1,031-124$622.0K-$66.4K-10.7%
SIGNET FINANCIAL MANAGEMENT, LLC456-115$275.1K-$65.5K-20.1%
HANOVER ADVISORS INC11,127-245$6.7M-$65.1K-2.1%
SHAKER INVESTMENTS LLC/OH500-112$301.6K-$63.3K-18.3%
Beacon Pointe Advisors, LLC7,515-197$4.5M-$62.6K-2.5%
Gotham Asset Management, LLC8,6380$5.2M+$62.6K0.0%
J. L. Bainbridge & Co., Inc.375-109$226.2K-$62.2K-22.5%
Trail Ridge Investment Advisors, LLC599-111$361.4K-$61.8K-15.6%
Single Point Partners, LLC1,131-117$682.3K-$61.7K-9.4%
WOODSTOCK CORP6,054-176$3.7M-$61.0K-2.8%
HB Wealth Management, LLC4,974-161$3.0M-$60.3K-3.1%
NORDEN GROUP LLC578-108$348.7K-$60.2K-15.7%
WHITE PINE CAPITAL LLC1,810-121$1.1M-$59.0K-6.3%
Balboa Wealth Partners9,177-12$5.5M+$58.9K-0.1%
IFG Advisory, LLC4,563-154$2.8M-$58.5K-3.3%
OneDigital Investment Advisors LLC6,301-174$3.8M-$58.1K-2.7%
TD Asset Management Inc442-100$266.6K-$56.4K-18.4%
Quest 10 Wealth Builders, Inc.64-100$38.6K-$56.2K-61.0%
BARRETT & COMPANY, INC.9,277-20$5.6M+$55.2K-0.2%
WealthPLAN Partners, LLC1,165-106$702.8K-$54.7K-8.3%
Summit Financial, LLC10,229-70$6.2M+$54.7K-0.7%
NIXON PEABODY TRUST CO14,945-273$9.0M-$54.4K-1.8%
BRIDGES INVESTMENT MANAGEMENT INC563-97$339.6K-$53.7K-14.7%
KMG FIDUCIARY PARTNERS, LLC7,555-2$4.6M+$53.6K-0.0%
CARDIFF PARK ADVISORS, LLC757-99$456.8K-$53.5K-11.6%
Evolution Wealth Advisors, LLC500-95$301.6K-$53.0K-16.0%
Wealth Architects, LLC666-97$401.8K-$53.0K-12.7%
PINNACLE ASSOCIATES LTD57,751-615$34.8M+$52.6K-1.1%
Evernest Financial Advisors, LLC8710$571.2K+$52.0K0.0%
BAR HARBOR WEALTH MANAGEMENT414-90$249.8K-$50.6K-17.9%
Capital Investment Advisory Services, LLC3,758-130$2.3M-$50.2K-3.3%
Ballentine Partners, LLC6,8160$4.1M+$49.4K0.0%
1834 INVESTMENT ADVISORS CO3,407-124$2.1M-$49.2K-3.5%
Archer Investment Corp119-81$71.8K-$47.4K-40.5%
Firestone Capital Management9,031-189$5.4M-$47.2K-2.0%
FIRST CITIZENS BANK & TRUST CO6,478-157$3.9M-$46.6K-2.4%
KING LUTHER CAPITAL MANAGEMENT CORP465-83$280.5K-$46.1K-15.1%
FIDELIS CAPITAL PARTNERS, LLC7,340-12$4.4M+$46.1K-0.2%
High Falls Advisors, Inc1,902-100$1.1M-$45.8K-5.0%
Elyxium Wealth, LLC6,2000$3.7M+$45.0K0.0%
Banque Cantonale Vaudoise74-18$45.0K+$44.9K-19.6%
Clean Yield Group49-75$29.6K-$44.3K-60.5%
Snowden Capital Advisors LLC4,710-136$2.9M-$44.2K-2.8%
Cascade Financial Partners, LLC1,175-88$708.9K-$43.9K-7.0%
All Terrain Financial Advisors, LLC3,563-117$2.1M-$43.9K-3.2%
EVERGREEN CAPITAL MANAGEMENT LLC457-77$276.5K-$42.3K-14.4%
Sepio Capital, LP5,8100$3.5M+$42.1K0.0%
Salomon & Ludwin, LLC5,870-113$3.6M+$41.8K-1.9%
Gryphon Financial Partners LLC2,041-95$1.2M-$41.7K-4.4%
LEVEL FOUR ADVISORY SERVICES, LLC395-75$238.4K-$41.7K-15.9%
GREENLEAF TRUST5,7440$3.5M+$41.6K0.0%
PRIVATE TRUST CO NA2,429-99$1.5M-$41.4K-3.9%
Sage Financial Management Group, Inc.4,196-120$2.5M-$41.1K-2.8%
Silvercrest Asset Management Group LLC5,6370$3.4M+$41.0K0.0%
WHALEROCK POINT PARTNERS, LLC5,6450$3.4M+$40.9K0.0%
HBK Sorce Advisory LLC873-21$571.9K+$40.3K-2.3%
Element Wealth, LLC2,435-96$1.5M-$39.6K-3.8%
ELEVATION POINT WEALTH PARTNERS, LLC393-70$237.9K-$39.1K-15.1%
Argent Trust Co5,3810$3.2M+$39.0K0.0%
Tandem Investment Partners LLC6,170-140$3.7M-$38.7K-2.2%
Penobscot Investment Management Company, Inc.6,221-11$3.8M+$38.5K-0.2%
Serenus Wealth Advisors, LLC26,345-256$15.9M+$38.5K-1.0%
Evercore Wealth Management, LLC15,560-124$9.4M+$38.3K-0.8%
Westside Investment Management, Inc.380-70$231.0K-$37.6K-15.6%
Greystone Financial Group, LLC1,527-81$920.9K-$37.5K-5.0%
Hopwood Financial Services, Inc.10,401-65$6.3M+$37.2K-0.6%
FIRST MERCHANTS CORP15,567-127$9.4M+$37.2K-0.8%
SPINNAKER TRUST5,0560$3.0M+$36.7K0.0%
Segment Wealth Management, LLC6,308-137$3.8M-$35.9K-2.1%
Avior Wealth Management, LLC448-65$270.2K-$35.9K-12.7%
ASPIRIANT, LLC3,123-98$1.9M-$35.8K-3.0%
Mendel Money Management353-64$213.0K-$35.6K-15.3%
Horizon Investments, LLC1,809-81$1.1M-$35.2K-4.3%
Empower Advisory Group, LLC409-63$246.4K-$34.6K-13.3%
SevenBridge Financial Group, LLC9170$583.1K+$34.1K0.0%
CENTRAL TRUST Co9,710-62$5.9M+$33.4K-0.6%
Caprock Group, LLC3,819-11$2.3M+$32.8K-0.3%
SALEM INVESTMENT COUNSELORS INC4,1970$2.5M+$32.8K0.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,551-86$1.5M-$32.8K-3.3%
BEARING POINT CAPITAL, LLC13,808-113$8.3M+$32.8K-0.8%
Eagle Strategies LLC866-66$522.6K-$32.7K-7.1%
St. Johns Investment Management Company, LLC3,973-103$2.4M-$32.6K-2.5%
Mechanics Bank Trust Department11,542-195$7.0M-$32.5K-1.7%
Lutz Financial Services LLC18,573-279$11.2M-$31.6K-1.5%
BECKER CAPITAL MANAGEMENT INC4,0450$2.4M+$31.6K0.0%
Veracity Capital LLC4,3590$2.6M+$31.6K0.0%
LEAVELL INVESTMENT MANAGEMENT, INC.10,266-82$6.2M+$31.2K-0.8%
FWG Holdings, LLC9770$613.0K+$31.2K0.0%
Paladin Advisory Group, LLC5,250-12$3.2M+$30.9K-0.2%
Security National Bank48-52$29.0K-$30.6K-52.0%
U.S. Capital Wealth Advisors, LLC6,989-34$4.2M+$30.2K-0.5%
Pegasus Asset Management, Inc.4,978-10$3.0M+$30.1K-0.2%
Whitegate Investment Counselors, Inc.4,1500$2.5M+$30.1K0.0%
Progressive Investment Management Corp499-56$301.0K-$29.8K-10.1%
NAPLES GLOBAL ADVISORS, LLC4,277-105$2.6M-$29.3K-2.4%
BRAUN STACEY ASSOCIATES INC1,549-68$934.5K-$29.3K-4.2%
Intelligent Financial Strategies3,7430$2.3M+$29.3K0.0%
TRANSATLANTIQUE PRIVATE WEALTH LLC3,9630$2.4M+$28.7K0.0%
Lavaca Capital LLC3,9420$2.4M+$28.6K0.0%
Glassman Wealth Services1,739-69$1.0M-$28.5K-3.8%
Financial Futures Ltd Liability Co.361-52$218.0K-$28.3K-12.6%
Sunbelt Securities, Inc.50-48$30.2K-$28.2K-49.0%
Cambridge Advisors Inc.3,8940$2.3M+$28.2K0.0%
Revolve Wealth Partners, LLC3,7850$2.3M+$27.4K0.0%
Corsicana & Co.18,580-180$11.2M+$27.4K-0.9%
Gilman Hill Asset Management, LLC4,448-100$2.7M-$27.4K-2.2%
ELEMENT POINTE ADVISORS, LLC4,500-9$2.7M+$27.3K-0.2%
CADINHA & CO LLC353-50$213.0K-$27.2K-12.4%
Clientfirst Wealth Management, LLC3,7410$2.3M+$27.1K0.0%
LOWERY THOMAS, LLC419-49$253.0K-$26.2K-10.5%
JSF Financial, LLC469-49$282.9K-$26.2K-9.4%
TRUST POINT INC.3,5840$2.2M+$26.0K0.0%
OLD SECOND NATIONAL BANK OF AURORA3,5710$2.2M+$25.9K0.0%
Fifth Third Securities, Inc. 9,433-158$5.7M-$25.8K-1.6%
Leo Wealth, LLC920-53$555.1K-$24.8K-5.4%
Stone Summit Wealth LLC1,128-55$680.5K-$24.6K-4.6%
Octavia Wealth Advisors, LLC698-49$422.6K-$24.0K-6.5%
ArborFi Advisors, LLC558-47$336.6K-$24.0K-7.8%
Berger Financial Group, Inc1,640-60$989.4K-$23.9K-3.5%
DAYMARK WEALTH PARTNERS, LLC10,216-84$6.2M+$23.5K-0.8%
Cypress Capital, LLC1,054-52$636.1K-$23.3K-4.7%
Baron Financial Group, LLC3,949-9$2.4M+$23.0K-0.2%
Gridiron Partners, LLC3,164-302,438$1.9M+$22.9K-99.0%
XY Planning Network, Inc.534-75$322.2K-$22.7K-12.3%
McKinley Carter Wealth Services, Inc.3,1110$1.9M+$22.6K0.0%
First Commonwealth Financial Corp /PA/352-42$212.2K-$22.5K-10.7%
DAVIS R M INC6,807-120$4.1M-$22.2K-1.7%
NEUBERGER BERMAN GROUP LLC2,533-67$1.5M-$21.6K-2.6%
STEEL GROVE CAPITAL ADVISORS, LLC4,294-241$2.6M+$21.5K-5.3%
WOODMONT INVESTMENT COUNSEL LLC3,783-10$2.3M+$21.5K-0.3%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,9580$1.8M+$21.4K0.0%
Diversified Trust Co4,594-20$2.8M+$21.4K-0.4%
TIEMANN INVESTMENT ADVISORS, LLC2,9390$1.8M+$21.3K0.0%
Arrowroot Family Office, LLC723-45$436.5K-$21.2K-5.8%
STEPH & CO5,375-30$3.2M+$21.1K-0.6%
Goelzer Investment Management, Inc.10,874-97$6.6M+$21.1K-0.9%
THOMPSON DAVIS & CO., INC.470-41$283.5K-$21.0K-8.0%
Omega Financial Group, LLC1,361-52$821.3K-$20.9K-3.7%
Bedell Frazier Investment Counselling, LLC433-40$261.2K-$20.7K-8.4%
ADIRONDACK TRUST CO10,308-160$6.2M-$20.7K-1.5%
CIBC WORLD MARKET INC.6,045-39$3.6M+$20.6K-0.6%
Darrow Company, Inc.1,6830$1.0M+$20.2K0.0%
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV4,338-19$2.6M+$20.1K-0.4%
Hardy Reed LLC2,7750$1.7M+$20.1K0.0%
MOTCO9,266-79$5.6M+$20.1K-0.8%
Obermeyer Wealth Partners2,842-1$1.7M+$20.0K-0.0%
Canal Capital Management, LLC1,723-120$1.0M+$20.0K-6.5%
Beirne Wealth Consulting Services, LLC935-46$566.9K-$20.0K-4.7%
HARBOR ADVISORY CORP /MA/2,7430$1.7M+$19.9K0.0%
Pacific Point Advisors, LLC2,7420$1.7M+$19.9K0.0%
FIDUCIENT ADVISORS LLC2,8190$1.7M+$19.8K0.0%
MOODY LYNN & LIEBERSON, LLC2,7050$1.6M+$19.6K0.0%
Marble Harbor Investment Counsel, LLC2,7000$1.6M+$19.6K0.0%
Howard Capital Management Group, LLC615-40$371.0K-$19.4K-6.1%
Magnus Financial Group LLC359-37$216.6K-$19.4K-9.3%
Tower View Wealth Management LLC953-44$574.6K-$19.3K-4.4%
SANDERS MORRIS HARRIS LLC1,0000$615.3K+$19.3K0.0%
American Institute for Advanced Investment Management, LLP3,718-13$2.2M+$19.2K-0.3%
Sunflower Bank, N.A.2,148-58$1.3M-$19.0K-2.6%
Caldwell Trust Co20,814-285$12.6M-$19.0K-1.4%
SEMITAM BONAM LLC2,5880$1.6M+$18.8K0.0%
Cypress Capital Advisors, LLC878-42$529.7K-$18.7K-4.6%
Claro Advisors LLC592-38$357.1K-$18.6K-6.0%
DEUTSCHE BANK AG\2,5650$1.5M+$18.6K0.0%
Envestnet Portfolio Solutions, Inc.5,089-31$3.1M+$18.4K-0.6%
Stratos Wealth Advisors, LLC2,752-2$1.7M+$18.3K-0.1%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/2,4740$1.5M+$17.9K0.0%
EQUITABLE TRUST CO2,4700$1.5M+$17.9K0.0%
FIRST HORIZON CORP11,176-106$6.7M+$17.8K-0.9%
Retirement Income Solutions, Inc10,323-96$6.2M+$17.6K-0.9%
Accredited Investors Inc.2,4430$1.5M+$17.6K0.0%
Beaumont Financial Advisors, LLC2,3610$1.4M+$17.2K0.0%
PKS Advisory Services, LLC3,836-106$2.3M-$17.0K-2.7%
COLDSTREAM CAPITAL MANAGEMENT INC2,2670$1.4M+$16.4K0.0%
Allred Capital Management, LLC2,2630$1.4M+$16.4K0.0%
Moment Partners, LLC1,7280$1.0M+$16.3K0.0%
Wedmont Private Capital5650$352.5K+$16.3K0.0%
TOMPKINS FINANCIAL CORP2,2410$1.4M+$16.2K0.0%
Kennebec Savings Bank2,2100$1.3M+$16.0K0.0%
TruWealth Advisors, LLC2,050-51$1.2M-$15.5K-2.4%
Plancorp, LLC2,1290$1.3M+$15.4K0.0%
TCTC Holdings, LLC2,1270$1.3M+$15.4K0.0%
Capstone Financial Advisors, Inc.15,181-159$9.2M+$15.3K-1.0%
Sovereign Financial Group, Inc.1,612-46$972.7K-$15.2K-2.8%
INSPIRION WEALTH ADVISORS, LLC4450$268.5K+$15.0K0.0%
Sunbeam Capital Management, LLC2,0630$1.2M+$15.0K0.0%
Meridian Financial, LLC3,123-63$1.9M-$14.9K-2.0%
OXFORD FINANCIAL GROUP, LTD. LLC2,0550$1.2M+$14.9K0.0%
JFS WEALTH ADVISORS, LLC2,0530$1.2M+$14.9K0.0%
KANAWHA CAPITAL MANAGEMENT LLC1,086-38$655.2K-$14.8K-3.4%
Modera Wealth Management, LLC9,118-136$5.5M-$14.7K-1.5%
Ashton Thomas Private Wealth, LLC8,508-87$5.2M+$14.6K-1.0%
Forvis Mazars Wealth Advisors, LLC2,761-58$1.7M-$14.6K-2.0%
Dorsey & Whitney Trust CO LLC2,0040$1.2M+$14.5K0.0%
Capital Planning Advisors, LLC2,0000$1.2M+$14.5K0.0%
Finley Financial, LLC3,625-20$2.2M+$14.4K-0.5%
B. Riley Wealth Advisors, Inc.1,9620$1.2M+$14.3K0.0%
Frank, Rimerman Advisors LLC1,9550$1.2M+$14.2K0.0%
Financial Partners Group, Inc4480$281.2K+$14.1K0.0%
STEPHENS INC /AR/1,9280$1.2M+$14.1K0.0%
EXENCIAL WEALTH ADVISORS, LLC1,208-38$728.5K-$13.9K-3.0%
MGO ONE SEVEN LLC2,550-54$1.5M-$13.9K-2.1%
Private Wealth Group, LLC1,8870$1.1M+$13.7K0.0%
Forza Wealth Management, LLC1,8760$1.1M+$13.6K0.0%
Windsor Capital Management, LLC342-26$206.2K-$13.6K-7.1%
49 WEALTH MANAGEMENT, LLC550-29$331.8K-$13.6K-5.0%
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,8700$1.1M+$13.6K0.0%
Triumph Capital Management2,413-52$1.5M-$13.5K-2.1%
ALTFEST L J & CO INC592-30$357.4K-$13.4K-4.8%
HOWE & RUSLING INC1,8400$1.1M+$13.3K0.0%
Coastline Trust Co5,027-39$3.0M+$13.2K-0.8%
Cadence Bank1,8180$1.1M+$13.2K0.0%
Manchester Capital Management LLC1,7990$1.1M+$13.0K0.0%
PETTYJOHN, WOOD & WHITE, INC1,7900$1.1M+$13.0K0.0%
EverSource Wealth Advisors, LLC1,7500$1.1M+$12.7K0.0%
LYNCH & ASSOCIATES/IN1,7400$1.0M+$12.6K0.0%
Clear Harbor Asset Management, LLC1,981-45$1.2M-$12.5K-2.2%
Paragon Capital Management Ltd1,7000$1.0M+$12.3K0.0%
BURLING WEALTH PARTNERS, LLC1,941-3$1.2M+$12.3K-0.1%
FIRST FINANCIAL CORP /IN/1,6910$1.0M+$12.3K0.0%
Fiduciary Wealth Partners, LLC1,6740$1.0M+$12.1K0.0%
MEMBERS WEALTH LLC562-16$357.5K+$12.1K-2.8%
Legacy Private Trust Co.1,6650$1.0M+$12.1K0.0%
Jordan Park Group LLC1,6640$1.0M+$12.1K0.0%
Baker Avenue Asset Management, LP1,6270$981.5K+$11.8K0.0%
RVW Wealth, LLC4,129-70$2.5M-$11.8K-1.7%
First Pacific Financial408-24$246.0K-$11.7K-5.5%
RTD Financial Advisors, Inc.1,6050$968.3K+$11.6K0.0%
SIGNAL TREE FINANCIAL PARTNERS LLC2,1890$1.3M+$11.6K0.0%
SFM, LLC1,765-2$1.1M+$11.6K-0.1%
SIG BROKERAGE, LP1,6000$965.2K+$11.6K0.0%
InTrack Investment Management Inc1,5990$964.4K+$11.6K0.0%
SAXON INTERESTS, INC.2,375-13$1.4M+$11.6K-0.5%
TRITONPOINT WEALTH, LLC1,4570$882.2K+$11.4K0.0%
BigSur Wealth Management LLC1,4400$871.9K+$11.3K0.0%
GREAT VALLEY ADVISOR GROUP, INC.1,930-41$1.2M-$11.2K-2.1%
COURIER CAPITAL LLC3,981-29$2.4M+$11.2K-0.7%
Genesis Wealth Advisors, LLC931-30$561.7K-$11.1K-3.1%
Gen-Wealth Partners Inc1,5130$912.8K+$11.0K0.0%
RETIREMENT CAPITAL STRATEGIES1,5020$906.1K+$10.9K0.0%
VISTA INVESTMENT MANAGEMENT1,4940$901.3K+$10.8K0.0%
General Partner, Inc.1,4840$895.3K+$10.8K0.0%
LCNB CORP1,405-35$847.6K-$10.7K-2.4%
ROBERTS GLORE & CO INC /IL/1,4710$887.4K+$10.7K0.0%
Beacon Bridge Wealth Partners, LLC2,311-46$1.4M-$10.7K-1.9%
Ashford Advisors, LLC1,3610$824.0K+$10.6K0.0%
United Community Bank1,337-34$806.6K-$10.6K-2.5%
Petix & Botte Co1,4500$874.8K+$10.5K0.0%
Panoramic Capital Partners, LLC1,4290$862.2K+$10.5K0.0%
Clarius Group, LLC1,4260$860.3K+$10.3K0.0%
OLD POINT TRUST & FINANCIAL SERVICES N A1,370-34$826.5K-$10.3K-2.4%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,3820$833.8K+$10.3K0.0%
Leisure Capital Management1,4050$847.6K+$10.2K0.0%
LAM GROUP, INC.1,4000$844.6K+$10.2K0.0%
SAWGRASS ASSET MANAGEMENT LLC1,3930$840.4K+$10.1K0.0%
FCA CORP /TX1,3800$832.5K+$10.0K0.0%
HARMONY ASSET MANAGEMENT LLC1,3690$825.9K+$9.9K0.0%
Sequoia Financial Advisors, LLC1,447-34$873.2K-$9.7K-2.3%
FSM Wealth Advisors, LLC395-21$238.3K-$9.7K-5.0%
ARK & TLK INVESTMENTS, LLC2,617-48$1.6M-$9.6K-1.8%
VIAWEALTH, LLC1,3250$799.3K+$9.6K0.0%
HOHIMER WEALTH MANAGEMENT, LLC1,3160$793.9K+$9.5K0.0%
Schrum Private Wealth Management LLC1,2980$783.3K+$9.4K0.0%
FAS Wealth Partners, Inc.1,2140$732.6K+$9.2K0.0%
TCI Wealth Advisors, Inc.1,2680$765.0K+$9.2K0.0%
TruNorth Capital Management, LLC1,2650$763.1K+$9.2K0.0%
American Money Management, LLC1,510-3$911.0K+$9.2K-0.2%
Miramar Capital, LLC1,2520$755.3K+$9.1K0.0%
STAR Financial Bank1,2450$751.1K+$9.0K0.0%
BENJAMIN EDWARDS INC1,2450$751.1K+$9.0K0.0%
FF Advisors,LLC1,984-9$1.2M+$9.0K-0.5%
GERMAN AMERICAN BANCORP, INC.1,2420$749.7K+$9.0K0.0%
Washington Trust Bank649-23$391.5K-$9.0K-3.4%
Capital Advantage, Inc.1,786-6$1.1M+$9.0K-0.3%
Pasadena Private Wealth, LLC1,2370$746.3K+$9.0K0.0%
CGN Advisors LLC1,2250$739.0K+$8.9K0.0%
Kaydan Wealth Management, Inc.1,2200$736.0K+$8.8K0.0%
HUB Investment Partners, LLC782-24$471.7K-$8.7K-3.0%
FOUNDERS FINANCIAL SECURITIES LLC1,887-38$1.1M-$8.7K-2.0%
LRI Investments, LLC532-21$320.7K-$8.7K-3.8%
Sage Mountain Advisors LLC1,1900$717.9K+$8.6K0.0%
BROWN, LISLE/CUMMINGS, INC.48-15$29.0K-$8.6K-23.8%
MISSION WEALTH MANAGEMENT, LP1,1850$714.7K+$8.6K0.0%
Kelman-Lazarov, Inc.3,090-24$1.9M+$8.5K-0.8%
Essex Savings Bank467-20$281.7K-$8.5K-4.1%
Holistic Financial Partners1,258-30$759.2K-$8.5K-2.3%
Venture Visionary Partners LLC1,1620$701.1K+$8.4K0.0%
Dana Investment Advisors, Inc.1,284-1$774.4K+$8.4K-0.1%
Parkside Financial Bank & Trust1,1520$695.0K+$8.4K0.0%
Carrera Capital Advisors1,427-5$864.1K+$8.3K-0.3%
Rathbones Group PLC1,1400$687.7K+$8.3K0.0%
Financial Life Planners3,881-33$2.3M+$8.3K-0.8%
New Hampshire Trust1,1340$684.1K+$8.2K0.0%
Mutual Advisors, LLC993-20$598.9K-$8.2K-2.0%
CITY NATIONAL BANK OF FLORIDA /MSD1,1190$675.1K+$8.1K0.0%
Summit Asset Management, LLC1,1080$668.4K+$8.0K0.0%
Sigma Planning Corp4,963-47$3.0M+$8.0K-0.9%
Alesco Advisors LLC1,415-4$853.6K+$7.9K-0.3%
FAGAN ASSOCIATES, INC.1,0770$650.0K+$7.9K0.0%
McIlrath & Eck, LLC1,0750$648.5K+$7.8K0.0%
Granite Harbor Advisors, Inc.491-19$296.2K-$7.8K-3.7%
Sentinus, LLC3,450-29$2.1M+$7.7K-0.8%
Turtle Creek Wealth Advisors, LLC1,0640$641.9K+$7.7K0.0%
AGF MANAGEMENT LTD15,794-205$9.5M-$7.7K-1.3%
Spire Wealth Management1,0100$609.6K+$7.7K0.0%
First Western Trust Bank1,0550$636.5K+$7.6K0.0%
Ullmann Wealth Partners Group, LLC2,5050$1.5M-$7.5K0.0%
First National Trust Co1,0390$626.8K+$7.5K0.0%
WorthPointe, LLC1,0320$622.6K+$7.5K0.0%
Members Trust Co1,0300$621.4K+$7.5K0.0%
UNITED BANK1,0250$618.4K+$7.4K0.0%
BAXTER BROS INC1,0230$617.2K+$7.4K0.0%
FLAGSHIP HARBOR ADVISORS, LLC1,0070$607.8K+$7.4K0.0%
LYELL WEALTH MANAGEMENT, LP1,913-11$1.2M+$7.3K-0.6%
River Wealth Advisors LLC1,171-2$706.4K+$7.3K-0.2%
Avalon Trust Co1,0000$603.3K+$7.3K0.0%
Wealth Advisory Solutions, LLC1,0000$603.3K+$7.3K0.0%
New England Private Wealth Advisors LLC4,677-45$2.8M+$7.2K-0.9%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC9940$599.7K+$7.2K0.0%
Tanager Wealth Management LLP9880$596.0K+$7.2K0.0%
Millstone Evans Group, LLC2,712-45$1.6M-$7.2K-1.6%
Cornerstone Wealth Management, LLC1,388-5$837.4K+$7.1K-0.3%
Pollock Investment Advisors, LLC9850$594.2K+$7.1K0.0%
StoneX Group Inc.8800$532.9K+$7.1K0.0%
Western Wealth Management, LLC1,075-25$648.5K-$7.1K-2.3%
Sunpointe, LLC1,805-12$1.1M+$7.0K-0.7%
TRILLIUM ASSET MANAGEMENT, LLC9200$555.0K+$7.0K0.0%
Maren Capital LLC9640$581.6K+$7.0K0.0%
SIGMA INVESTMENT COUNSELORS INC704-20$424.7K-$6.8K-2.8%
Naviter Wealth, LLC8660$524.3K+$6.8K0.0%
D.A. DAVIDSON & CO.1,365-28$823.7K-$6.7K-2.0%
SAPIENT CAPITAL LLC4570$279.5K+$6.7K0.0%
LEE DANNER & BASS INC9250$558.0K+$6.7K0.0%
Clear Creek Financial Management, LLC1,083-2$653.6K+$6.7K-0.2%
MONOGRAPH WEALTH ADVISORS, LLC8350$505.6K+$6.5K0.0%
Bragg Financial Advisors, Inc8990$542.5K+$6.5K0.0%
Advisors Capital Management, LLC8970$541.1K+$6.5K0.0%
TITLEIST ASSET MANAGEMENT, LLC977-1$589.5K+$6.5K-0.1%
Vertex Planning Partners, LLC8910$537.6K+$6.5K0.0%
Forum Financial Management, LP8850$534.2K+$6.4K0.0%
FIRST BUSINESS FINANCIAL SERVICES, INC.8870$535.1K+$6.4K0.0%
PRINCIPAL SECURITIES, INC.8410$507.6K+$6.3K0.0%
Huntleigh Advisors, Inc.8700$524.9K+$6.3K0.0%
DELAP WEALTH ADVISORY, LLC1,1780$710.7K+$6.3K0.0%
Rockline Wealth Management, LLC8550$515.8K+$6.2K0.0%
Litman Gregory Wealth Management LLC8520$514.0K+$6.2K0.0%
DUNCKER STREETT & CO INC8490$512.3K+$6.2K0.0%
Apollon Financial, LLC8380$505.7K+$6.1K0.0%
Missouri Trust & Investment Co8410$507.4K+$6.1K0.0%
Platform Technology Partners8410$507.4K+$6.1K0.0%
ABOUND FINANCIAL, LLC8390$506.2K+$6.1K0.0%
GFS Advisors, LLC15,628-180$9.4M+$6.0K-1.1%
Parcion Private Wealth LLC8100$488.7K+$5.9K0.0%
Rialto Wealth Management, LLC1,463-8$882.6K+$5.8K-0.5%
Cohen Klingenstein LLC8000$482.6K+$5.8K0.0%
Marquette Asset Management, LLC8000$482.6K+$5.8K0.0%
Roof Eidam Maycock Peralta, LLC7980$481.4K+$5.8K0.0%
Invenomic Capital Management LP7970$480.8K+$5.8K0.0%
ORLEANS CAPITAL MANAGEMENT CORP/LA7910$477.2K+$5.7K0.0%
Allegheny Financial Group431-15$260.5K-$5.7K-3.4%
GOULD ASSET MANAGEMENT LLC /CA/3,256-30$2.0M+$5.7K-0.9%
Summit Place Financial Advisors, LLC7800$470.6K+$5.7K0.0%
Maxele Advisors, LLC7580$457.3K+$5.5K0.0%
LS Investment Advisors, LLC7530$454.3K+$5.5K0.0%
CRA Financial Services, LLC7530$454.3K+$5.5K0.0%
Neumann Capital Management, LLC7500$452.5K+$5.4K0.0%
Moss Adams Wealth Advisors LLC6790$411.1K+$5.4K0.0%
Rodgers Brothers Inc.7480$451.3K+$5.4K0.0%
Taylor Financial Group, Inc.1,883-32$1.1M-$5.4K-1.7%
TRED AVON FAMILY WEALTH, LLC7470$450.6K+$5.4K0.0%
NICOLET BANKSHARES INC1,235-6$745.1K+$5.4K-0.5%
Gladstone Institutional Advisory LLC7340$442.8K+$5.3K0.0%
Ardent Capital Management, Inc.7300$440.4K+$5.3K0.0%
ELLERSON GROUP INC /ADV7150$431.3K+$5.2K0.0%
Field & Main Bank7140$430.7K+$5.2K0.0%
YHB Investment Advisors, Inc.355-13$214.2K-$5.2K-3.5%
MIDDLETON & CO INC/MA2,353-20$1.4M+$5.1K-0.8%
Prosperity Consulting Group, LLC7080$427.1K+$5.1K0.0%
Retirement Planning Co of New England, Inc.6980$420.9K+$5.1K0.0%
FOUNDERS GROVE WEALTH PARTNERS, LLC7040$424.7K+$5.1K0.0%
Hickory Point Bank & Trust7030$424.1K+$5.1K0.0%
Black Diamond Financial, LLC7020$423.5K+$5.1K0.0%
WATERSHED PRIVATE WEALTH LLC7020$423.5K+$5.1K0.0%
Aberdeen Wealth Management LLC7010$422.9K+$5.1K0.0%
Brand Asset Management Group, Inc.7010$422.9K+$5.1K0.0%
CATALYST FINANCIAL PARTNERS LLC6990$421.7K+$5.1K0.0%
JDM Financial Group LLC6890$415.7K+$5.0K0.0%
Bedel Financial Consulting, Inc.6870$414.5K+$5.0K0.0%
CAPITAL ADVISORS INC/OK6830$412.0K+$5.0K0.0%
Newman Dignan & Sheerar, Inc.6810$410.8K+$4.9K0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management922-3$556.2K+$4.9K-0.3%
CARRET ASSET MANAGEMENT, LLC6750$407.2K+$4.9K0.0%
Montis Financial, LLC848-2$511.3K+$4.8K-0.2%
Ayrshire Capital Management LLC6670$402.4K+$4.8K0.0%
Clearwater Capital Advisors, LLC6620$399.4K+$4.8K0.0%
Bogart Wealth, LLC6600$398.2K+$4.8K0.0%
Samalin Investment Counsel, LLC1,402-25$845.8K-$4.8K-1.8%
Cannell & Spears LLC6550$395.1K+$4.7K0.0%
First Financial Bankshares Inc6540$394.5K+$4.7K0.0%
Ruggaard & Associates LLC6500$392.1K+$4.7K0.0%
WILKINS INVESTMENT COUNSEL INC6500$392.1K+$4.7K0.0%
TOTH FINANCIAL ADVISORY CORP811-2$489.3K+$4.7K-0.2%
Cassaday & Co Wealth Management LLC1,879-15$1.1M+$4.7K-0.8%
Boston Trust Walden Corp6450$389.1K+$4.7K0.0%
AVITY INVESTMENT MANAGEMENT INC.6450$389.1K+$4.7K0.0%
FARMERS & MERCHANTS INVESTMENTS INC6370$384.3K+$4.6K0.0%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,455-10$877.5K+$4.6K-0.7%
Asset Dedication, LLC6220$375.2K+$4.5K0.0%
SNS Financial Group, LLC5750$348.1K+$4.5K0.0%
PGIM Custom Harvest LLC6190$373.4K+$4.5K0.0%
BlueSky Wealth Advisors, LLC6180$372.8K+$4.5K0.0%
Commonwealth Financial Services, LLC699-1$421.7K+$4.5K-0.1%
Physician Wealth Advisors, Inc.42-8$25.3K-$4.5K-16.0%
Pandora Wealth, Inc.6130$369.8K+$4.4K0.0%
Heartwood Wealth Advisors LLC688-1$415.1K+$4.4K-0.1%
TriaGen Wealth Management LLC6000$362.0K+$4.3K0.0%
Summa Corp.6000$362.0K+$4.3K0.0%
Ledyard National Bank5980$360.8K+$4.3K0.0%
MIDLAND WEALTH ADVISORS LLC844-3$509.2K+$4.3K-0.3%
CORSAIR CAPITAL MANAGEMENT, L.P.5970$360.2K+$4.3K0.0%
HCR Wealth Advisors9260$558.8K+$4.3K0.0%
JNBA Financial Advisors920-4$555.2K+$4.3K-0.4%
Parallel Advisors, LLC585-15$353.4K-$4.3K-2.5%
Well Done, LLC5900$355.9K+$4.3K0.0%
Berkeley, Inc5860$353.5K+$4.2K0.0%
Financial Council, LLC5850$352.9K+$4.2K0.0%
Bouchey Financial Group Ltd5360$324.5K+$4.2K0.0%
Legacy Financial Strategies, LLC5760$347.5K+$4.2K0.0%
Heritage Investment Group, Inc.5750$346.9K+$4.2K0.0%
First Bank & Trust332-11$200.3K-$4.1K-3.2%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /5700$343.9K+$4.1K0.0%
River Street Advisors LLC1,063-6$641.3K+$4.1K-0.6%
Paragon Capital Management LLC5630$339.6K+$4.1K0.0%
Meeder Advisory Services, Inc.5620$339.0K+$4.1K0.0%
ANCHOR CAPITAL ADVISORS LLC5550$334.8K+$4.0K0.0%
Cornerstone Wealth Group, LLC5540$334.2K+$4.0K0.0%
CORTLAND ASSOCIATES INC/MO5800$350.0K+$4.0K0.0%
Broadview Financial Management, LLC986-6$595.1K+$4.0K-0.6%
Brightwater Advisory LLC1,177-21$710.1K-$4.0K-1.8%
Visionary Wealth Advisors5290$319.2K+$4.0K0.0%
Heritage Trust Co5440$328.2K+$3.9K0.0%
VIRTUE ASSET MANAGEMENT LLC2,351-22$1.4M+$3.9K-0.9%
PRECEDENT WEALTH PARTNERS, LLC5,886-65$3.6M+$3.9K-1.1%
May Barnhard Investments LLC537-1$324.3K+$3.9K-0.2%
Legacy Capital Wealth Partners, LLC874-17$527.4K-$3.8K-1.9%
Jackson Hole Capital Partners, LLC5230$315.5K+$3.8K0.0%
Tarbox Family Office, Inc.5220$314.9K+$3.8K0.0%
WEALTHCARE CAPITAL MANAGEMENT LLC5190$313.1K+$3.8K0.0%
CAMDEN NATIONAL BANK5160$311.3K+$3.7K0.0%
LIBRA WEALTH LLC5150$310.7K+$3.7K0.0%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4940$298.6K+$3.7K0.0%
SeaCrest Wealth Management, LLC373-8$232.8K+$3.7K-2.1%
KWMG, LLC5080$306.5K+$3.7K0.0%
MBL Wealth, LLC5000$301.6K+$3.6K0.0%
BRADLEY FOSTER & SARGENT INC/CT2,625-38$1.6M-$3.6K-1.4%
BURNEY CO/4970$299.8K+$3.6K0.0%
BFSG, LLC4850$292.6K+$3.5K0.0%
Cypress Wealth Services, LLC4850$292.6K+$3.5K0.0%
Tranquility Partners, LLC4830$291.4K+$3.5K0.0%
WealthTrust Axiom LLC4660$281.2K+$3.5K0.0%
Prosperity Planning, Inc.1,497-24$903.1K-$3.5K-1.6%
MARYLAND CAPITAL ADVISORS INC.4760$287.2K+$3.5K0.0%
Birch Hill Investment Advisors LLC4750$286.6K+$3.4K0.0%
Index Fund Advisors, Inc.4740$286.0K+$3.4K0.0%
PDS Planning, Inc4680$282.3K+$3.4K0.0%
STOCK YARDS BANK & TRUST CO2,522-25$1.5M+$3.4K-1.0%
Root Financial Partners, LLC4650$280.4K+$3.4K0.0%
PACIFIC SUN FINANCIAL CORP1,142-22$690.4K-$3.4K-1.9%
Heritage Wealth Management, Inc.4410$265.9K+$3.4K0.0%
SouthState Corp4630$279.3K+$3.4K0.0%
O'Brien Greene & Co. Inc4600$277.5K+$3.3K0.0%
INVESTMENT ADVISORY SERVICES INC /TX /ADV4600$277.5K+$3.3K0.0%
Global Assets Advisory, LLC4590$276.9K+$3.3K0.0%
Bangor Savings Bank523-1$315.6K+$3.3K-0.2%
Gateway Wealth Partners, LLC4500$271.5K+$3.3K0.0%
American National Bank of Texas4500$271.5K+$3.3K0.0%
Exeter Financial, LLC4500$271.5K+$3.3K0.0%
Per Stirling Capital Management, LLC.4450$268.7K+$3.2K0.0%
McElhenny Sheffield Capital Management, LLC4450$268.5K+$3.2K0.0%
Aquire Wealth Advisors, LLC4440$267.9K+$3.2K0.0%
Oder Investment Management, LLC4430$267.3K+$3.2K0.0%
SIGNATUREFD, LLC4360$263.1K+$3.2K0.0%
VAN STRUM & TOWNE INC.4300$259.4K+$3.1K0.0%
Broadway Wealth Solutions, Inc.4270$257.6K+$3.1K0.0%
Unified Investment Management4250$256.4K+$3.1K0.0%
INVESTMENT PARTNERS, LTD.4240$255.8K+$3.1K0.0%
Pinnacle Wealth Planning Services, Inc.4220$254.6K+$3.1K0.0%
Round Rock Advisors, LLC1,144-9$690.2K+$3.1K-0.8%
TCV Trust & Wealth Management, Inc.4200$253.4K+$3.0K0.0%
Geneos Wealth Management Inc.4040$244.0K+$3.0K0.0%
Koss-Olinger Consulting, LLC1,798-112$1.1M+$3.0K-5.9%
Trust Co4110$247.9K+$3.0K0.0%
Truepoint, Inc.1,157-19$698.0K-$2.9K-1.6%
Alexander Randolph Advisory, Inc.4040$243.7K+$2.9K0.0%
FINANCIAL COUNSELORS INC568-2$342.7K+$2.9K-0.3%
SkyOak Wealth, LLC4000$241.3K+$2.9K0.0%
Rockwood Wealth Management, LLC4000$241.3K+$2.9K0.0%
Cordatus Wealth Management LLC4000$241.3K+$2.9K0.0%
Counterweight Ventures, LLC4000$241.3K+$2.9K0.0%
PIONEER TRUST BANK N A/OR728-4$439.2K+$2.9K-0.5%
HENGEHOLD CAPITAL MANAGEMENT LLC3970$239.5K+$2.9K0.0%
IAG Wealth Partners, LLC3920$236.5K+$2.8K0.0%
Private Capital Management, LLC3850$232.3K+$2.8K0.0%
Beacon Financial Advisory LLC1,586-15$956.8K+$2.8K-0.9%
Bank of Jackson Hole Trust521-11$314.3K-$2.8K-2.1%
Nicholas Hoffman & Company, LLC.3830$231.1K+$2.8K0.0%
Foster Group, Inc.3810$229.8K+$2.8K0.0%
Breakwater Investment Management3800$229.2K+$2.8K0.0%
GUARDIAN WEALTH ADVISORS, LLC / NC3770$227.6K+$2.7K0.0%
Confluence Wealth Services, Inc.3770$227.4K+$2.7K0.0%
SILVERLAKE WEALTH MANAGEMENT LLC3490$210.7K+$2.7K0.0%
MARINO, STRAM & ASSOCIATES LLC339-9$204.4K-$2.7K-2.6%
NORTHSTAR ASSET MANAGEMENT INC456-1$275.1K+$2.7K-0.2%
Tradition Wealth Management, LLC3610$217.9K+$2.7K0.0%
Northwest Bancshares, Inc.2,916-40$1.8M-$2.7K-1.4%
ATWOOD & PALMER INC3730$224.7K+$2.7K0.0%
Stokes Family Office, LLC3720$224.4K+$2.7K0.0%
NORTHEAST INVESTMENT MANAGEMENT3720$224.4K+$2.7K0.0%
PATTEN & PATTEN INC/TN3700$223.2K+$2.7K0.0%
Madden Advisory Services, Inc.3640$219.6K+$2.6K0.0%
Mystic Asset Management, Inc.3640$219.6K+$2.6K0.0%
Lumbard & Kellner, LLC3600$217.2K+$2.6K0.0%
Creekside Partners889-6$536.2K+$2.6K-0.7%
Robertson Stephens Wealth Management, LLC741-14$448.6K-$2.6K-1.9%
HARBOR INVESTMENT ADVISORY, LLC3550$214.2K+$2.6K0.0%
AMERICAN CAPITAL MANAGEMENT INC3530$213.0K+$2.6K0.0%
Kapstone Financial Advisors LLC3520$212.4K+$2.6K0.0%
DIMENSION CAPITAL MANAGEMENT LLC3510$211.8K+$2.5K0.0%
BLACKHILL CAPITAL INC3510$211.8K+$2.5K0.0%
Great Waters Wealth Management3480$210.1K+$2.5K0.0%
Purkiss Capital Advisors LLC3500$211.1K+$2.5K0.0%
First Interstate Bank3460$208.7K+$2.5K0.0%
CNB Bank3440$207.5K+$2.5K0.0%
Nordwand Advisors, LLC3420$206.3K+$2.5K0.0%
OARSMAN CAPITAL, INC.3400$205.1K+$2.5K0.0%
Guild Investment Management, Inc.3400$205.1K+$2.5K0.0%
Keystone Global Partners, LLC3390$204.5K+$2.5K0.0%
EXCALIBUR MANAGEMENT CORP421-1$254.0K+$2.5K-0.2%
PURSUE WEALTH PARTNERS LLC3650$220.0K+$2.4K0.0%
HOWLAND CAPITAL MANAGEMENT LLC1,077-10$652.1K+$2.4K-0.9%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3320$200.3K+$2.4K0.0%
Ellis Investment Partners, LLC564-11$340.7K-$2.4K-1.9%
Jacksonville Wealth Management, LLC1,126-10$679.5K+$2.4K-0.9%
Darwin Wealth Management, LLC3040$184.0K+$2.4K0.0%
EAGLE GLOBAL ADVISORS LLC888-7$535.7K+$2.3K-0.8%
Pettinga Financial Advisors LLC1,463-14$882.6K+$2.3K-0.9%
Global Wealth Strategies & Associates20-4$12.1K-$2.2K-16.7%
AdvisorNet Financial, Inc105-5$63.3K-$2.2K-4.5%
SOA Wealth Advisors, LLC.1,946-27$1.2M-$2.2K-1.4%
Pingora Partners LLC3000$181.0K+$2.2K0.0%
Mountain Hill Investment Partners Corp.3000$181.0K+$2.2K0.0%
SOUTH PLAINS FINANCIAL, INC.2980$179.8K+$2.2K0.0%
Hoese & Co LLP2900$174.9K+$2.1K0.0%
EVERMAY WEALTH MANAGEMENT LLC2500$151.4K+$2.0K0.0%
MERITAGE PORTFOLIO MANAGEMENT345-1$208.1K+$1.9K-0.3%
Nemes Rush Group LLC1,121-17$676.4K-$1.9K-1.5%
Everhart Financial Group, Inc.388-2$234.4K+$1.8K-0.5%
WealthBridge Capital Management, LLC4,413-51$2.7M+$1.8K-1.1%
Comprehensive Financial Planning, Inc./PA2100$127.2K+$1.8K0.0%
Fairman Group, LLC1890$114.7K+$1.8K0.0%
Longview Financial Advisors LLC2440$147.2K+$1.8K0.0%
CITY HOLDING CO2400$144.8K+$1.7K0.0%
Vermillion Wealth Management, Inc.1890$114.1K+$1.7K0.0%
DAGCO, INC.2270$136.9K+$1.6K0.0%
Key Financial Inc2960$178.6K+$1.6K0.0%
LM Advisors LLC2,340-1,544$3.9K+$1.5K-39.8%
Mascoma Wealth Management LLC1980$119.4K+$1.4K0.0%
Mason Investment Advisory Services, Inc.1,758-19$1.1M+$1.4K-1.1%
MERIDIAN INVESTMENT COUNSEL INC.8,565-106$5.2M-$1.4K-1.2%
FOSTER DYKEMA CABOT & PARTNERS, LLC1790$108.4K+$1.4K0.0%
AMERICAN NATIONAL BANK & TRUST1820$109.8K+$1.3K0.0%
Bernard Wealth Management Corp.1810$109.2K+$1.3K0.0%
Marshall & Sterling Wealth Advisors Inc.1470$88.7K+$1.3K0.0%
GODSEY & GIBB, INC1800$108.6K+$1.3K0.0%
Costello Asset Management, INC1720$103.8K+$1.2K0.0%
Citizens National Bank Trust Department1680$101.4K+$1.2K0.0%
Indiana Trust & Investment Management Co1640$98.9K+$1.2K0.0%
Horizons Wealth Management1640$98.9K+$1.2K0.0%
Operose Advisors LLC1630$98.3K+$1.2K0.0%
MilWealth Group LLC1320$79.9K+$1.2K0.0%
TOWER TRUST & INVESTMENT Co1510$91.1K+$1.1K0.0%
Thomas J. Herzfeld Advisors, Inc.1500$90.5K+$1.1K0.0%
Harbor Asset Planning, Inc.1160$70.2K+$1.0K0.0%
Richardson Capital Management LLC1420$85.7K+$1.0K0.0%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1250$75.7K+$9770.0%
ORG Wealth Partners, LLC1290$78.4K+$9770.0%
PINNEY & SCOFIELD, INC.1340$80.8K+$9720.0%
ROTHSCHILD INVESTMENT LLC1210$73.0K+$9590.0%
CREATIVE FINANCIAL DESIGNS INC /ADV457-4$275.9K+$948-0.9%
ROGCO, LP1300$78.4K+$9420.0%
Washington Trust Advisors, Inc.1250$75.4K+$9060.0%
Hilltop National Bank1250$75.4K+$9060.0%
ROMANO BROTHERS AND COMPANY5,630-70$3.4M-$905-1.2%
Florida Trust Wealth Management Co1,935-25$1.2M-$872-1.3%
CONTRAVISORY INVESTMENT MANAGEMENT, INC.353-6$212.9K-$863-1.7%
BankPlus Trust Department1,362-18$821.7K-$854-1.3%
SJS Investment Consulting Inc.1130$68.2K+$8190.0%
Orgel Wealth Management, LLC1,614-21$973.7K-$816-1.3%
Jackson, Grant Investment Advisers, Inc.258-2$155.7K+$806-0.8%
Russell Investments Group, Ltd.196-4$118.2K-$796-2.0%
CURIO WEALTH, LLC410$25.2K+$7860.0%
Newton One Investments LLC1020$61.8K+$7420.0%
Anchor Investment Management, LLC1000$60.3K+$7250.0%
Parvin Asset Management, LLC1000$60.3K+$7250.0%
1 NORTH WEALTH SERVICES LLC980$59.1K+$7100.0%
Winch Advisory Services, LLC790$47.8K+$7030.0%
Smallwood Wealth Investment Management, LLC900$54.3K+$6530.0%
FIRST COMMUNITY TRUST NA900$54.3K+$6520.0%
Smartleaf Asset Management LLC88-1$53.6K+$647-1.1%
ISLAY CAPITAL MANAGEMENT, LLC880$53.1K+$6380.0%
GSA CAPITAL PARTNERS LLP2,402-1,072$1.4K-$622-30.9%
Perkins Coie Trust Co850$51.3K+$6160.0%
BOSTON FAMILY OFFICE LLC11,555-1,165$7.0K-$610-9.2%
MPWM ADVISORY SOLUTIONS, LLC700$42.2K+$5080.0%
CoreFirst Bank & Trust700$42.2K+$5080.0%
ST GERMAIN D J CO INC700$42.2K+$5080.0%
CBIZ Investment Advisory Services, LLC500$30.5K+$4760.0%
Activest Wealth Management540$32.8K+$4290.0%
Concord Wealth Partners470$28.5K+$4190.0%
Piscataqua Savings Bank560$33.8K+$4060.0%
DiNuzzo Private Wealth, Inc.500$29.9K+$4020.0%
Canton Hathaway, LLC1150$69.4K+$3770.0%
Barnes Dennig Private Wealth Management LLC510$30.8K+$3690.0%
Colonial Trust Advisors500$30.2K+$3620.0%
West Branch Capital LLC500$30.2K+$3620.0%
Aviso Financial Inc.500$30.2K+$3520.0%
ALERUS FINANCIAL NA470$28.4K+$3410.0%
Highview Capital Management LLC/DE/8,094-99$4.9M-$326-1.2%
Cherry Tree Wealth Management, LLC440$26.5K+$3190.0%
McGuire Investment Group, LLC1,354-17$816.8K-$316-1.2%
Williams Jones Wealth Management, LLC.7,608-93$4.6M-$273-1.2%
WEBSTER BANK, N. A.350$21.1K+$2540.0%
Federation des caisses Desjardins du Quebec443-5$267.3K+$232-1.1%
BURKETT FINANCIAL SERVICES, LLC25-1$15.4K+$226-3.8%
N.E.W. Advisory Services LLC270$16.1K+$2210.0%
Smithfield Trust Co984-375$591-$219-27.6%
Steigerwald, Gordon & Koch Inc.300$18.1K+$2170.0%
CONSULTIVA WEALTH MANAGEMENT, CORP.280$16.9K+$2020.0%
GABLES CAPITAL MANAGEMENT INC.270$16.3K+$1960.0%
CGC Financial Services, LLC250$15.1K+$1810.0%
Newbridge Financial Services Group, Inc.170$10.0K+$1470.0%
Hanson & Doremus Investment Management225-250$136-$147-52.6%
Murphy & Mullick Capital Management Corp180$10.9K+$1300.0%
PEAPACK GLADSTONE FINANCIAL CORP53,158-434$32.1K+$126-0.8%
Kentucky Trust Co160$9.7K+$1160.0%
Legacy Trust426-5$257.0K+$108-1.2%
Dunhill Financial, LLC140$8.4K+$1020.0%
HHM Wealth Advisors, LLC130$7.8K+$940.0%
TSFG, LLC2,777-183$1.7K-$89-6.2%
Tripletail Wealth Management, LLC820$49.5K+$870.0%
GHP Investment Advisors, Inc.120$7.2K+$870.0%
OAKWORTH CAPITAL, INC.110$6.6K+$800.0%
Fairscale Capital, LLC80$4.8K+$760.0%
APPLETON PARTNERS INC/MA1,300-140$784-$74-9.7%
Solstein Capital, LLC100$6.0K+$730.0%
Colorado Capital Management, Inc.8,200-219$4.9K-$71-2.6%
Rossby Financial, LCC100$6.0K+$530.0%
CALDWELL SUTTER CAPITAL, INC.70$4.2K+$510.0%
Seascape Capital Management600-88$362-$48-12.8%
Thrivent Financial for Lutherans2,3350$1.4K+$250.0%
Olde Wealth Management, LLC2,5000$1.5K+$220.0%
Arete Wealth Advisors, LLC812-44$490-$20-5.1%
SOL Capital Management CO2,1250$1.3K+$150.0%
SENTINEL TRUST CO LBA2,124-1$1.3K+$14-0.0%
HERITAGE INVESTORS MANAGEMENT CORP49,921-589$30.1K+$10-1.2%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC10$603+$70.0%
First PREMIER Bank9020$544+$60.0%
Wood Tarver Financial Group, LLC1,516-11$914+$4-0.7%
ROVIN CAPITAL /UT/ /ADV855-18$516-$4-2.1%
RESOURCES MANAGEMENT CORP /CT/ /ADV4660$281+$30.0%
Aspen Investment Management Inc4630$279+$30.0%
JACOBS & CO/CA3700$223+$30.0%
Capital Advisors, Ltd. LLC717-7$433+$1-1.0%
Pacific Center for Financial Services12,9100$7.7M$00.0%
Bollard Group LLC800$48$00.0%
CAPE COD FIVE CENTS SAVINGS BANK9,0020$5.1M$00.0%
Capital Analysts, LLC290$18$00.0%
HANTZ FINANCIAL SERVICES, INC.1000$60$00.0%
Coston, McIsaac & Partners70$3$00.0%
CKW FINANCIAL GROUP200$12$00.0%
VALLEY NATIONAL ADVISERS INC170$10$00.0%
Roble, Belko & Company, Inc110$7$00.0%

Sold Out(89)

ManagerSharesΔ SharesValueΔ Value% Δ
MOORE CAPITAL MANAGEMENT, LP0-340,000$0-$202.7M
Pinnacle Financial Partners Inc0-64,397$0-$37.4M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0-50,000$0-$29.8M
Squarepoint Ops LLC0-40,158$0-$23.9M
Glenmede Investment Management, LP0-23,750$0-$14.2M
COUNTRY CLUB BANK0-18,418$0-$11.0M
CIBC Bancorp USA Inc.0-13,716$0-$8.2M
SYNOVUS FINANCIAL CORP0-12,640$0-$7.5M
INSPIRE TRUST CO, N.A.0-12,000$0-$7.2M
SHAPIRO CAPITAL MANAGEMENT LLC0-11,000$0-$6.6M
GRIES FINANCIAL LLC0-10,243$0-$6.1M
VICTORY CAPITAL MANAGEMENT INC0-9,795$0-$5.8M
WOLVERINE TRADING, LLC0-9,600$0-$5.7M
Court Place Advisors, LLC0-8,995$0-$5.4M
Bank of New Hampshire0-8,806$0-$5.2M
Murphy, Middleton, Hinkle & Parker, Inc.0-8,518$0-$5.1M
Laird Norton Wetherby Wealth Management, LLC0-8,425$0-$5.0M
New Century Financial Group, LLC0-6,724$0-$4.0M
Bristlecone Advisors, LLC0-6,524$0-$3.9M
Audent Global Asset Management, LLC0-5,952$0-$3.6M
Cubist Systematic Strategies, LLC0-5,700$0-$3.4M
Miller Investment Management, LP0-5,201$0-$3.1M
RENAISSANCE TECHNOLOGIES LLC0-5,200$0-$3.1M
Lowe Wealth Advisors, LLC0-4,351$0-$2.6M
Walleye Capital LLC0-4,186$0-$2.5M
Aster Capital Management (DIFC) Ltd0-3,727$0-$2.2M
Farrow Financial Inc.0-3,095$0-$1.8M
Compass Wealth Management LLC0-2,691$0-$1.6M
HSBC HOLDINGS PLC0-2,588$0-$1.5M
BANK OF HAWAII0-2,087$0-$1.2M
NCM Capital Management, LLC0-1,988$0-$1.2M
Runnymede Capital Advisors, Inc.0-1,937$0-$1.2M
BRIGHTON JONES LLC0-1,925$0-$1.1M
Alpha Zero LLC0-1,760$0-$997.4K
Blue Barn Wealth, LLC0-1,239$0-$738.7K
FCG Investment Co0-1,226$0-$730.7K
MAIRS & POWER INC0-1,064$0-$634.3K
Vishria Bird Financial Group, LLC0-989$0-$589.5K
Future Fund LLC0-961$0-$572.8K
Siligmueller & Norvid Wealth Advisors LLC0-901$0-$537.0K
LOWE BROCKENBROUGH & CO INC0-872$0-$519.7K
McCarthy & Cox0-847$0-$504.7K
OPTIMUM INVESTMENT ADVISORS0-810$0-$482.8K
Rehmann Capital Advisory Group0-792$0-$472.1K
D. SCOTT NEAL, INC.0-780$0-$464.9K
GTS SECURITIES LLC0-690$0-$411.3K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors0-715$0-$405.2K
ASSET PLANNING CORPORATION0-636$0-$379.0K
Strategic Wealth Partners, Ltd.0-614$0-$366.1K
SPC Financial, Inc.0-603$0-$359.4K
Sonora Investment Management Group, LLC0-599$0-$357.0K
Strategic Blueprint, LLC0-581$0-$346.5K
NWF Advisory Services Inc.0-562$0-$335.0K
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC0-550$0-$327.8K
Pinnacle Bancorp, Inc.0-520$0-$309.9K
Apexium Financial, LP0-496$0-$295.6K
Strategic Financial Concepts, LLC0-428$0-$255.2K
Cynosure Group, LLC0-421$0-$250.9K
SHEETS SMITH WEALTH MANAGEMENT0-406$0-$241.7K
TABLEAUX LLC0-400$0-$238.4K
Accelerate Investment Advisors LLC0-387$0-$230.5K
Garrett Wealth Advisory Group, LLC0-373$0-$222.3K
BTG Pactual Asset Management US LLC0-410$0-$218.7K
EWG Elevate Inc.0-363$0-$216.4K
UNIVEST FINANCIAL Corp0-348$0-$207.4K
Pachira Investments Inc.0-342$0-$203.8K
Aldebaran Financial Inc.0-340$0-$202.7K
Graves Light Lenhart Wealth, Inc.0-336$0-$200.3K
MATHER GROUP, LLC.0-328$0-$195.5K
MACQUARIE GROUP LTD0-234$0-$139.5K
Koesten, Hirschmann & Crabtree, INC.0-200$0-$119.0K
Accredited Wealth Management, LLC0-576$0-$92.6K
FSA Wealth Management LLC0-145$0-$86.4K
Measured Wealth Private Client Group, LLC0-124$0-$73.9K
MMA ASSET MANAGEMENT LLC0-123$0-$73.3K
Texas Capital Bancshares Inc/TX0-110$0-$65.6K
Tortoise Investment Management, LLC0-100$0-$59.6K
Main Street Group, LTD0-90$0-$53.6K
RMG Wealth Management LLC0-78$0-$46.4K
Clearstead Trust, LLC0-32$0-$19.1K
Abich Financial Wealth Management LLC0-30$0-$17.9K
Northwest Capital Management Inc0-13$0-$7.7K
Fortitude Family Office, LLC0-10$0-$6.0K
GPS Wealth Strategies Group, LLC0-8$0-$4.8K
JPL Wealth Management, LLC0-4$0-$2.6K
Old North State Trust, LLC0-1,652$0-$985
Mathes Company, Inc.0-700$0-$417
Cloud Capital Management, LLC0-69$0-$41
Hemington Wealth Management0-2$0-$1