13F QoQ Ownership Changes
NUE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 212 new · 453 added · 662 reduced · 100 exited
New Positions(212)
Added To(453)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 28,407,540 | +144,038 | $4.63B | +$805.8M | 0.5% |
| BlackRock, Inc. | 18,773,495 | +300,201 | $3.06B | +$560.3M | 1.6% |
| CITADEL ADVISORS LLC | 2,192,765 | +792,886 | $357.7M | +$168.1M | 56.6% |
| NORGES BANK | 3,733,688 | +744,741 | $609.0M | +$159.6M | 24.9% |
| MORGAN STANLEY | 3,853,205 | +41,728 | $628.5M | +$112.3M | 1.1% |
| GOLDMAN SACHS GROUP INC | 1,788,202 | +399,157 | $291.7M | +$103.6M | 28.7% |
| Bank of New York Mellon Corp | 1,780,423 | +383,952 | $290.4M | +$101.3M | 27.5% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 779,940 | +489,950 | $127.2M | +$87.9M | 168.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 2,103,000 | +210,577 | $342.6M | +$87.5M | 11.1% |
| Capital World Investors | 3,050,218 | +7,457 | $497.5M | +$85.4M | 0.2% |
| FMR LLC | 1,875,019 | +182,997 | $305.8M | +$76.7M | 10.8% |
| Slate Path Capital LP | 1,664,170 | +126,870 | $271.4M | +$63.2M | 8.3% |
| WELLS FARGO & COMPANY/MN | 1,062,256 | +241,500 | $173.3M | +$62.1M | 29.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,919,883 | +56,565 | $313.2M | +$60.8M | 3.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,625,483 | +25,438 | $265.1M | +$48.4M | 1.6% |
| Legal & General Group Plc | 1,650,305 | +19,319 | $269.2M | +$48.3M | 1.2% |
| MILLENNIUM MANAGEMENT LLC | 556,415 | +223,907 | $90.8M | +$45.7M | 67.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 309,415 | +172,576 | $50.5M | +$31.9M | 126.1% |
| L1 Capital Pty Ltd | 203,632 | +192,246 | $33.2M | +$31.6M | 1688.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,116,181 | +2,582 | $182.1M | +$31.2M | 0.2% |
| Balyasny Asset Management L.P. | 632,134 | +77,984 | $103.1M | +$28.1M | 14.1% |
| Walleye Capital LLC | 185,122 | +137,809 | $30.2M | +$23.8M | 291.3% |
| Caisse de depot et placement du Quebec | 448,013 | +82,849 | $73.1M | +$23.6M | 22.7% |
| BANK OF NOVA SCOTIA | 158,387 | +133,241 | $25.8M | +$22.4M | 529.9% |
| DEUTSCHE BANK AG\ | 785,091 | +4,684 | $128.1M | +$22.4M | 0.6% |
| PEAK6 LLC | 198,700 | +111,700 | $32.4M | +$20.6M | 128.4% |
| OSTRUM ASSET MANAGEMENT | 131,628 | +123,237 | $21.5M | +$20.3M | 1468.7% |
| Walleye Trading LLC | 383,200 | +68,600 | $62.5M | +$19.9M | 21.8% |
| Allspring Global Investments Holdings, LLC | 532,079 | +13,212 | $90.1M | +$19.9M | 2.5% |
| Amundi | 496,015 | +45,442 | $80.9M | +$19.8M | 10.1% |
| Empower Advisory Group, LLC | 672,853 | +8,123 | $109.7M | +$19.7M | 1.2% |
| RAYMOND JAMES FINANCIAL INC | 483,788 | +46,705 | $78.9M | +$19.7M | 10.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 509,711 | +13,170 | $86.3M | +$19.1M | 2.6% |
| PRUDENTIAL FINANCIAL INC | 428,782 | +47,368 | $69.9M | +$18.3M | 12.4% |
| Covea Finance | 175,300 | +81,100 | $28.6M | +$15.8M | 86.1% |
| Baird Financial Group, Inc. | 246,090 | +59,063 | $40.1M | +$14.8M | 31.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 394,368 | +17,757 | $64.3M | +$13.3M | 4.7% |
| Voya Investment Management LLC | 361,306 | +21,269 | $58.9M | +$12.9M | 6.3% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 74,786 | +26,700 | $12.2M | +$12.2M | 55.5% |
| Thomist Capital Management, LP | 86,500 | +68,600 | $14.3M | +$11.8M | 383.2% |
| BANK OF MONTREAL /CAN/ | 208,050 | +42,607 | $33.9M | +$11.5M | 25.8% |
| National Pension Service | 351,806 | +12,846 | $57.4M | +$11.5M | 3.8% |
| ENVESTNET ASSET MANAGEMENT INC | 341,272 | +13,476 | $55.7M | +$11.3M | 4.1% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 243,937 | +29,827 | $39.8M | +$10.8M | 13.9% |
| ING GROEP NV | 89,377 | +59,704 | $14.6M | +$10.6M | 201.2% |
| LPL Financial LLC | 310,059 | +11,813 | $50.6M | +$10.2M | 4.0% |
| FIL Ltd | 77,715 | +58,749 | $12.7M | +$10.1M | 309.8% |
| ALLIANCEBERNSTEIN L.P. | 275,346 | +16,409 | $44.9M | +$9.8M | 6.3% |
| MACKENZIE FINANCIAL CORP | 76,299 | +51,724 | $12.5M | +$9.2M | 210.5% |
| BNP PARIBAS FINANCIAL MARKETS | 549,378 | +8,519 | $95.4M | +$8.7M | 1.6% |
| PRINCIPAL FINANCIAL GROUP INC | 278,641 | +6,762 | $45.4M | +$8.6M | 2.5% |
| FIRST TRUST ADVISORS LP | 177,898 | +25,714 | $29.0M | +$8.4M | 16.9% |
| Horizon Investments, LLC | 58,364 | +49,691 | $9.5M | +$8.3M | 572.9% |
| Qube Research & Technologies Ltd | 112,789 | +37,989 | $18.4M | +$8.3M | 50.8% |
| Woodline Partners LP | 73,238 | +42,902 | $11.9M | +$7.8M | 141.4% |
| State of Tennessee, Department of Treasury | 85,039 | +29,534 | $15.1M | +$7.6M | 53.2% |
| Pacific Heights Asset Management LLC | 175,000 | +20,000 | $28.5M | +$7.6M | 12.9% |
| Point72 Asset Management, L.P. | 50,800 | +45,300 | $8.3M | +$7.5M | 823.6% |
| NATIONAL BANK OF CANADA /FI/ | 152,313 | +24,199 | $24.8M | +$7.5M | 18.9% |
| DANSKE BANK A/S | 193,357 | +13,945 | $31.5M | +$7.2M | 7.8% |
| AVIVA PLC | 193,632 | +10,262 | $31.6M | +$6.7M | 5.6% |
| TRUIST FINANCIAL CORP | 168,861 | +12,627 | $27.5M | +$6.4M | 8.1% |
| Empowered Funds, LLC | 50,707 | +35,345 | $8.3M | +$6.2M | 230.1% |
| SPROTT INC. | 201,774 | +3,233 | $32.9M | +$6.0M | 1.6% |
| Quantinno Capital Management LP | 89,299 | +18,773 | $14.6M | +$5.0M | 26.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 151,141 | +4,179 | $24.7M | +$4.7M | 2.8% |
| Korea Investment CORP | 158,549 | +2,599 | $25.9M | +$4.7M | 1.7% |
| SHELTON CAPITAL MANAGEMENT | 89,850 | +55,500 | $9.3M | +$4.6M | 161.6% |
| Creative Planning | 129,760 | +7,398 | $21.2M | +$4.6M | 6.0% |
| Y-Intercept (Hong Kong) Ltd | 31,257 | +27,194 | $5.1M | +$4.5M | 669.3% |
| Campbell & CO Investment Adviser LLC | 31,276 | +26,448 | $5.1M | +$4.4M | 547.8% |
| CIBC Asset Management Inc | 54,210 | +21,617 | $8.8M | +$4.4M | 66.3% |
| &PARTNERS | 150,052 | +1,502 | $24.5M | +$4.4M | 1.0% |
| Asset Management One Co., Ltd. | 104,220 | +8,602 | $17.2M | +$4.3M | 9.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 152,912 | +144 | $24.9M | +$4.3M | 0.1% |
| BRAUN STACEY ASSOCIATES INC | 141,262 | +2,180 | $23.0M | +$4.2M | 1.6% |
| SEI INVESTMENTS CO | 87,895 | +11,605 | $14.3M | +$4.0M | 15.2% |
| Connor, Clark & Lunn Investment Management Ltd. | 39,356 | +20,653 | $6.4M | +$3.9M | 110.4% |
| CREDIT AGRICOLE S A | 92,014 | +9,393 | $15.0M | +$3.8M | 11.4% |
| Cresset Asset Management, LLC | 117,103 | +2,708 | $19.2M | +$3.6M | 2.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 117,499 | +2,315 | $19.2M | +$3.6M | 2.0% |
| PANAGORA ASSET MANAGEMENT INC | 23,312 | +21,417 | $3.8M | +$3.5M | 1130.2% |
| BARCLAYS PLC | 773,497 | +8,733 | $100.2M | -$3.4M | 1.1% |
| MACQUARIE GROUP LTD | 36,142 | +17,483 | $5.9M | +$3.4M | 93.7% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 117,617 | +574 | $19.2M | +$3.3M | 0.5% |
| Focus Partners Wealth | 30,261 | +16,420 | $4.9M | +$3.1M | 118.6% |
| CI INVESTMENTS INC. | 18,458 | +8,766 | $3.0M | +$3.0M | 90.4% |
| HEARTLAND ADVISORS INC | 46,629 | +11,352 | $7.6M | +$2.8M | 32.2% |
| Gotham Asset Management, LLC | 42,391 | +11,057 | $6.9M | +$2.7M | 35.3% |
| NEUBERGER BERMAN GROUP LLC | 62,458 | +6,545 | $10.2M | +$2.6M | 11.7% |
| NISA INVESTMENT ADVISORS, LLC | 75,276 | +3,024 | $12.3M | +$2.5M | 4.2% |
| M&T Bank Corp | 75,927 | +2,833 | $12.4M | +$2.5M | 3.9% |
| United Capital Management of KS, Inc. | 84,056 | +577 | $13.7M | +$2.4M | 0.7% |
| Mirae Asset Global Investments Co., Ltd. | 45,371 | +8,097 | $7.4M | +$2.4M | 21.7% |
| MEEDER ASSET MANAGEMENT INC | 38,156 | +9,544 | $6.2M | +$2.3M | 33.4% |
| TD Asset Management Inc | 82,443 | +183 | $13.4M | +$2.3M | 0.2% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 15,073 | +12,907 | $2.5M | +$2.2M | 595.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 29,625 | +9,879 | $4.8M | +$2.2M | 50.0% |
| DRW Securities, LLC | 40,000 | +7,857 | $6.5M | +$2.2M | 24.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 40,661 | +7,497 | $6.6M | +$2.1M | 22.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 118,861 | +30,913 | $14.0M | +$2.1M | 35.1% |
| Rockefeller Capital Management L.P. | 72,429 | +50 | $11.8M | +$2.0M | 0.1% |
| Corient Private Wealth LLC | 100,440 | +46,120 | $9.4M | +$2.0M | 84.9% |
| Lansforsakringar Fondforvaltning AB (publ) | 54,434 | +3,449 | $8.9M | +$2.0M | 6.8% |
| IFG Advisory, LLC | 20,561 | +10,366 | $3.4M | +$2.0M | 101.7% |
| Czech National Bank | 60,347 | +2,049 | $9.8M | +$1.9M | 3.5% |
| IEQ CAPITAL, LLC | 32,903 | +7,609 | $5.4M | +$1.9M | 30.1% |
| TD Waterhouse Canada Inc. | 12,075 | +11,862 | $2.0M | +$1.9M | 5569.0% |
| TWO SIGMA INVESTMENTS, LP | 39,657 | +5,900 | $6.5M | +$1.9M | 17.5% |
| Cerity Partners LLC | 46,720 | +4,291 | $7.6M | +$1.9M | 10.1% |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,412 | +14,500 | $2.3M | +$1.8M | 497.9% |
| PNC Financial Services Group, Inc. | 62,741 | +526 | $10.2M | +$1.8M | 0.8% |
| Investment Management Corp of Ontario | 19,899 | +9,063 | $3.2M | +$1.8M | 83.6% |
| SummitTX Capital, L.P. | 13,533 | +10,357 | $2.2M | +$1.8M | 326.1% |
| DNB Asset Management AS | 50,697 | +2,483 | $8.3M | +$1.7M | 5.1% |
| AlphaCore Capital LLC | 12,419 | +10,064 | $2.0M | +$1.7M | 427.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,687 | +268 | $9.7M | +$1.7M | 0.5% |
| Skandinaviska Enskilda Banken AB (publ) | 49,256 | +2,141 | $8.0M | +$1.7M | 4.5% |
| Pathstone Holdings, LLC | 43,143 | +3,357 | $7.0M | +$1.6M | 8.4% |
| Vanguard Personalized Indexing Management, LLC | 40,113 | +3,963 | $6.5M | +$1.6M | 11.0% |
| NEOS Investment Management LLC | 33,634 | +4,940 | $5.5M | +$1.6M | 17.2% |
| ALLSTATE CORP | 16,028 | +8,020 | $2.6M | +$1.5M | 100.1% |
| Federation des caisses Desjardins du Quebec | 19,182 | +7,099 | $3.1M | +$1.5M | 58.8% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 47,397 | +1,178 | $7.7M | +$1.5M | 2.5% |
| MML INVESTORS SERVICES, LLC | 30,813 | +4,195 | $5.0M | +$1.4M | 15.8% |
| DARK FOREST CAPITAL MANAGEMENT LP | 26,181 | +4,272 | $4.3M | +$1.3M | 19.5% |
| Columbus Macro, LLC | 45,869 | +77 | $7.5M | +$1.3M | 0.2% |
| NewEdge Advisors, LLC | 26,659 | +3,963 | $4.3M | +$1.3M | 17.5% |
| JONES FINANCIAL COMPANIES LLLP | 25,369 | +4,444 | $4.1M | +$1.2M | 21.2% |
| Wealthfront Advisers LLC | 32,187 | +2,552 | $5.3M | +$1.2M | 8.6% |
| Unison Advisors LLC | 42,992 | +170 | $7.0M | +$1.2M | 0.4% |
| BLAIR WILLIAM & CO/IL | 41,487 | +360 | $6.8M | +$1.2M | 0.9% |
| Kestra Advisory Services, LLC | 19,932 | +4,098 | $3.3M | +$1.1M | 25.9% |
| TradeWell Securities, LLC. | 26,200 | +2,780 | $4.3M | +$1.1M | 11.9% |
| FARMERS TRUST CO | 35,350 | +880 | $5.8M | +$1.1M | 2.5% |
| Private Advisor Group, LLC | 21,693 | +3,643 | $3.5M | +$1.1M | 20.2% |
| ABN AMRO INVESTMENT SOLUTIONS | 7,953 | +6,916 | $1.3M | +$1.1M | 666.9% |
| Hudson Capital Management LLC | 36,350 | +630 | $5.9M | +$1.1M | 1.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,469 | +451 | $5.9M | +$1.1M | 1.3% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 30,146 | +1,341 | $4.9M | +$1.0M | 4.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,849 | +4,559 | $2.3M | +$1.0M | 49.1% |
| J. Safra Sarasin Holding AG | 18,123 | +3,239 | $3.0M | +$940.3K | 21.8% |
| MUFG Securities EMEA plc | 9,382 | +4,989 | $1.5M | +$935.4K | 113.6% |
| Journey Advisory Group, LLC | 32,435 | +229 | $5.3M | +$928.8K | 0.7% |
| Brendel Financial Advisors LLC | 26,177 | +1,295 | $4.3M | +$900.0K | 5.2% |
| Foundations Investment Advisors, LLC | 8,806 | +4,806 | $1.4M | +$894.7K | 120.2% |
| Dai-ichi Life Insurance Company, Ltd | 19,604 | +2,500 | $3.2M | +$881.2K | 14.6% |
| Union Bancaire Privee, UBP SA | 7,108 | +5,857 | $1.0M | +$880.1K | 468.2% |
| Oak Thistle LLC | 6,972 | +5,007 | $1.1M | +$871.1K | 254.8% |
| Sequoia Financial Advisors, LLC | 11,712 | +3,931 | $1.9M | +$856.6K | 50.5% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 19,872 | +2,236 | $3.2M | +$852.9K | 12.7% |
| Advisors Asset Management, Inc. | 22,999 | +1,487 | $3.8M | +$838.0K | 6.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 29,379 | +108 | $4.8M | +$827.8K | 0.4% |
| Banco Santander, S.A. | 25,986 | +640 | $4.2M | +$806.0K | 2.5% |
| Rockline Wealth Management, LLC | 24,242 | +911 | $4.0M | +$794.5K | 3.9% |
| Savant Capital, LLC | 19,059 | +1,793 | $3.1M | +$770.3K | 10.4% |
| D.A. DAVIDSON & CO. | 25,691 | +430 | $4.2M | +$769.4K | 1.7% |
| Voleon Capital Management LP | 17,615 | +1,956 | $2.9M | +$752.5K | 12.5% |
| INTEGRITY ALLIANCE, LLC. | 6,387 | +4,199 | $1.0M | +$745.3K | 191.9% |
| AlphaQuest LLC | 8,207 | +3,792 | $1.3M | +$740.7K | 85.9% |
| QRG CAPITAL MANAGEMENT, INC. | 21,353 | +1,002 | $3.5M | +$726.8K | 4.9% |
| Buck Wealth Strategies, LLC | 8,155 | +3,584 | $1.3M | +$711.1K | 78.4% |
| Ethic Inc. | 24,982 | +99 | $4.1M | +$704.9K | 0.4% |
| apricus wealth, LLC | 24,261 | +140 | $4.0M | +$690.5K | 0.6% |
| Kinloch Capital, LLC | 23,058 | +343 | $3.8M | +$684.7K | 1.5% |
| PITTENGER & ANDERSON INC | 21,465 | +645 | $3.5M | +$681.5K | 3.1% |
| Compass Wealth Management LLC | 18,329 | +1,101 | $3.0M | +$656.4K | 6.4% |
| HB Wealth Management, LLC | 22,696 | +99 | $3.7M | +$641.6K | 0.4% |
| Ellsworth Advisors, LLC | 16,048 | +157 | $2.8M | +$631.7K | 1.0% |
| Crossmark Global Holdings, Inc. | 12,862 | +2,030 | $2.1M | +$630.9K | 18.7% |
| SUMMIT SECURITIES GROUP LLC | 4,141 | +3,745 | $675.4K | +$621.8K | 945.7% |
| Farringdon Capital, Ltd. | 8,333 | +2,854 | $1.4M | +$617.2K | 52.1% |
| Uncommon Cents Investing LLC | 21,220 | +115 | $3.5M | +$602.9K | 0.5% |
| LBP AM SA | 5,166 | +3,338 | $842.6K | +$595.1K | 182.6% |
| GATEWAY INVESTMENT ADVISERS LLC | 21,205 | +2 | $3.5M | +$587.2K | 0.0% |
| MGO ONE SEVEN LLC | 19,429 | +332 | $3.2M | +$582.7K | 1.7% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 17,808 | +605 | $2.9M | +$574.9K | 3.5% |
| Howard Capital Management Inc. | 20,713 | +8 | $3.4M | +$574.4K | 0.0% |
| Clarkston Capital Partners, LLC | 20,100 | +100 | $3.3M | +$569.9K | 0.5% |
| HARBOUR INVESTMENTS, INC. | 5,079 | +3,040 | $828.5K | +$552.3K | 149.1% |
| Steward Partners Investment Advisory, LLC | 18,252 | +259 | $3.0M | +$540.2K | 1.4% |
| Waterloo Capital, L.P. | 6,341 | +2,643 | $1.0M | +$533.5K | 71.5% |
| INCEPTIONR LLC | 8,203 | +2,043 | $1.3M | +$503.7K | 33.2% |
| NWAM LLC | 4,944 | +3,301 | $725.2K | +$501.9K | 200.9% |
| Vident Advisory, LLC | 16,388 | +313 | $2.7M | +$496.2K | 1.9% |
| Canada Post Corp Registered Pension Plan | 7,592 | +2,120 | $1.2M | +$493.7K | 38.7% |
| Farther Finance Advisors, LLC | 5,445 | +2,443 | $888.2K | +$481.5K | 81.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10,341 | +1,330 | $1.7M | +$467.2K | 14.8% |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,803 | +1,442 | $1.6M | +$466.6K | 17.2% |
| Norinchukin Bank, The | 13,119 | +634 | $2.1M | +$449.0K | 5.1% |
| INTRUST BANK NA | 14,298 | +330 | $2.3M | +$440.5K | 2.4% |
| DAVENPORT & Co LLC | 13,587 | +220 | $2.2M | +$406.0K | 1.6% |
| Capital Investment Advisors, LLC | 7,989 | +1,348 | $1.3M | +$403.8K | 20.3% |
| Advisory Services Network, LLC | 12,862 | +341 | $2.1M | +$402.3K | 2.7% |
| RICHARDS, MERRILL & PETERSON, INC. | 6,076 | +1,686 | $991.1K | +$396.6K | 38.4% |
| World Investment Advisors | 15,721 | +1,238 | $2.3M | +$383.4K | 8.5% |
| FIFTH THIRD BANCORP | 10,558 | +651 | $1.7M | +$380.4K | 6.6% |
| CHESAPEAKE CAPITAL CORP /IL/ | 4,400 | +1,850 | $717.7K | +$372.3K | 72.5% |
| Confluence Wealth Services, Inc. | 11,789 | +317 | $1.9M | +$369.3K | 2.8% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 9,064 | +800 | $1.5M | +$359.8K | 9.7% |
| Arkadios Wealth Advisors | 5,750 | +1,482 | $937.8K | +$359.7K | 34.7% |
| WOLVERINE ASSET MANAGEMENT LLC | 10,500 | +500 | $1.7M | +$358.4K | 5.0% |
| FIRST MANHATTAN CO. LLC. | 12,410 | +105 | $2.0M | +$357.9K | 0.8% |
| Mutual Advisors, LLC | 13,286 | +180 | $2.2M | +$352.6K | 1.4% |
| United Asset Strategies, Inc. | 11,908 | +109 | $1.9M | +$344.3K | 0.9% |
| NewEdge Wealth, LLC | 3,605 | +1,923 | $588.0K | +$343.7K | 114.3% |
| Cascade Investment Advisors, Inc. | 9,998 | +440 | $1.6M | +$336.3K | 4.6% |
| QUADRANT CAPITAL GROUP LLC | 10,837 | +239 | $1.8M | +$332.3K | 2.3% |
| Erste Asset Management GmbH | 4,200 | +1,441 | $694.4K | +$318.9K | 52.2% |
| Merit Financial Group, LLC | 5,422 | +1,242 | $884.5K | +$318.4K | 29.7% |
| Callan Family Office, LLC | 5,754 | +1,151 | $938.6K | +$315.2K | 25.0% |
| KLCM Advisors, Inc. | 10,131 | +250 | $1.7M | +$314.3K | 2.5% |
| HBK Sorce Advisory LLC | 4,290 | +526 | $827.3K | +$312.6K | 14.0% |
| Arjuna Capital | 10,662 | +129 | $1.7M | +$312.6K | 1.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,919 | +667 | $1.3M | +$309.6K | 9.2% |
| Concurrent Investment Advisors, LLC | 6,702 | +910 | $1.1M | +$308.7K | 15.7% |
| AE Wealth Management LLC | 5,020 | +1,235 | $818.8K | +$306.2K | 32.6% |
| MAI Capital Management | 7,550 | +698 | $1.2M | +$303.6K | 10.2% |
| DENALI ADVISORS LLC | 6,519 | +900 | $1.1M | +$302.3K | 16.0% |
| Raiffeisen Bank International AG | 12,384 | +684 | $1.9M | +$301.3K | 5.8% |
| Equitable Holdings, Inc. | 6,424 | +750 | $1.0M | +$279.4K | 13.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 9,288 | +141 | $1.5M | +$276.2K | 1.5% |
| SIERRA SUMMIT ADVISORS LLC | 8,912 | +193 | $1.5M | +$272.8K | 2.2% |
| Clearstead Advisors, LLC | 8,478 | +281 | $1.4M | +$272.7K | 3.4% |
| SIGNATUREFD, LLC | 8,776 | +205 | $1.4M | +$270.7K | 2.4% |
| MEANS INVESTMENT CO., INC. | 9,649 | +2 | $1.6M | +$267.3K | 0.0% |
| BANK OZK | 8,940 | +124 | $1.5M | +$264.3K | 1.4% |
| Portus Wealth Advisors, LLC | 7,111 | +490 | $1.2M | +$263.2K | 7.4% |
| ASSETMARK, INC | 7,726 | +345 | $1.3M | +$260.4K | 4.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,263 | +1,143 | $532.2K | +$245.1K | 53.9% |
| Secure Asset Management, LLC | 8,082 | +153 | $1.3M | +$244.7K | 1.9% |
| Global Retirement Partners, LLC | 3,693 | +1,038 | $602.4K | +$242.8K | 39.1% |
| Arkfeld Wealth Strategies, L.L.C. | 8,428 | +30 | $1.4M | +$229.7K | 0.3% |
| GAMMA Investing LLC | 4,399 | +755 | $717.5K | +$224.0K | 20.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6,506 | +313 | $1.1M | +$222.5K | 5.0% |
| BROWN BROTHERS HARRIMAN & CO | 3,262 | +819 | $532.1K | +$201.2K | 33.5% |
| Choate Investment Advisors | 5,477 | +354 | $893.4K | +$199.6K | 6.9% |
| Stratos Wealth Partners, LTD. | 4,328 | +562 | $706.0K | +$195.9K | 14.9% |
| Global Trust Asset Management, LLC | 1,200 | +1,190 | $195.7K | +$194.4K | 11900.0% |
| Verdence Capital Advisors LLC | 8,808 | +163 | $1.4M | +$190.4K | 1.9% |
| Meeder Advisory Services, Inc. | 5,697 | +215 | $929.3K | +$186.8K | 3.9% |
| Compound Planning, Inc. | 4,668 | +347 | $761.5K | +$176.2K | 8.0% |
| Summit Trail Advisors, LLC | 5,874 | +82 | $961.3K | +$173.8K | 1.4% |
| Bouchey Financial Group Ltd | 6,146 | +12 | $1.0M | +$171.8K | 0.2% |
| NBT BANK N A /NY | 6,123 | +28 | $990.7K | +$170.0K | 0.5% |
| Nelson Capital Management, LLC | 3,632 | +500 | $592.4K | +$168.2K | 16.0% |
| FIRST UNITED BANK & TRUST | 2,147 | +800 | $350.2K | +$167.8K | 59.4% |
| MONETARY MANAGEMENT GROUP INC | 3,500 | +500 | $570.9K | +$164.6K | 16.7% |
| Daner Wealth Management, LLC | 2,121 | +258 | $407.1K | +$161.6K | 13.8% |
| SUMITOMO LIFE INSURANCE CO | 5,706 | +1 | $930.7K | +$158.1K | 0.0% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,569 | +437 | $582.2K | +$158.0K | 13.9% |
| Vigilare Wealth Management | 2,370 | +667 | $386.6K | +$155.9K | 39.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,794 | +168 | $782.0K | +$155.5K | 3.6% |
| Western Wealth Management, LLC | 3,090 | +505 | $504.0K | +$153.9K | 19.5% |
| Dorsey & Whitney Trust CO LLC | 4,516 | +201 | $736.6K | +$152.2K | 4.7% |
| Canal Capital Management, LLC | 6,056 | +36 | $904.2K | +$152.0K | 0.6% |
| Meridian Wealth Management, LLC | 3,799 | +338 | $619.7K | +$150.9K | 9.8% |
| BOKF, NA | 5,288 | +32 | $862.5K | +$150.7K | 0.6% |
| Aptus Capital Advisors, LLC | 4,401 | +201 | $717.8K | +$149.0K | 4.8% |
| Gladstone Institutional Advisory LLC | 3,246 | +431 | $529.5K | +$148.3K | 15.3% |
| Revisor Wealth Management LLC | 3,306 | +116 | $589.7K | +$148.3K | 3.6% |
| Envestnet Portfolio Solutions, Inc. | 3,761 | +324 | $613.5K | +$148.0K | 9.4% |
| Global Financial Private Client, LLC | 4,786 | +103 | $780.7K | +$146.5K | 2.2% |
| Everhart Financial Group, Inc. | 2,350 | +599 | $383.3K | +$146.2K | 34.2% |
| Snowden Capital Advisors LLC | 4,949 | +64 | $810.1K | +$145.3K | 1.3% |
| Summit Financial, LLC | 5,131 | +2 | $839.8K | +$145.2K | 0.0% |
| CIDEL ASSET MANAGEMENT INC | 4,750 | +100 | $774.8K | +$145.0K | 2.1% |
| Jaffetilchin Investment Partners, LLC | 2,376 | +571 | $387.6K | +$143.1K | 31.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,776 | +692 | $289.7K | +$142.9K | 63.8% |
| OneAscent Financial Services LLC | 4,861 | +46 | $792.9K | +$140.7K | 0.9% |
| SteelPeak Wealth, LLC | 3,429 | +325 | $560.7K | +$139.1K | 10.5% |
| WEST PACES ADVISORS INC. | 4,859 | +23 | $792.6K | +$137.6K | 0.5% |
| Whalen Wealth Management Inc. | 2,830 | +433 | $461.6K | +$137.0K | 18.1% |
| Sunbelt Securities, Inc. | 4,772 | +5 | $778.4K | +$132.8K | 0.1% |
| Stratos Wealth Advisors, LLC | 4,675 | +4 | $762.6K | +$130.0K | 0.1% |
| BIP Wealth, LLC | 4,624 | +4 | $754.1K | +$128.4K | 0.1% |
| Jacobi Capital Management LLC | 4,569 | +14 | $745.2K | +$128.3K | 0.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,731 | +180 | $608.5K | +$127.6K | 5.1% |
| Aaron Wealth Advisors LLC | 2,348 | +461 | $383.0K | +$127.4K | 24.4% |
| Crestwood Advisors Group, LLC | 3,023 | +310 | $493.1K | +$125.7K | 11.4% |
| GTS SECURITIES LLC | 3,092 | +295 | $504.3K | +$125.5K | 10.5% |
| HighPoint Advisor Group LLC | 3,243 | +254 | $529.0K | +$124.2K | 8.5% |
| Pallas Capital Advisors LLC | 4,430 | +5 | $722.6K | +$123.3K | 0.1% |
| Clear Harbor Asset Management, LLC | 4,282 | +20 | $698.4K | +$121.2K | 0.5% |
| CARY STREET PARTNERS FINANCIAL LLC | 2,485 | +379 | $405.3K | +$120.1K | 18.0% |
| Forum Financial Management, LP | 4,220 | +16 | $688.3K | +$119.0K | 0.4% |
| Envision Financial Planning, LLC | 4,265 | +1 | $695.6K | +$118.2K | 0.0% |
| Legacy Trust | 2,311 | +400 | $376.9K | +$118.1K | 20.9% |
| Rossby Financial, LCC | 900 | +678 | $146.8K | +$116.7K | 305.4% |
| Anchor Investment Management, LLC | 2,872 | +262 | $468.4K | +$114.9K | 10.0% |
| Red Door Wealth Management, LLC | 4,043 | +1 | $659.5K | +$112.0K | 0.0% |
| DeDora Capital, Inc. | 3,825 | +42 | $623.9K | +$111.6K | 1.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,456 | +297 | $400.6K | +$108.2K | 13.8% |
| Parallel Advisors, LLC | 3,134 | +153 | $511.2K | +$107.5K | 5.1% |
| PERSONAL CFO SOLUTIONS, LLC | 3,216 | +114 | $524.6K | +$104.5K | 3.7% |
| Old North State Wealth Management, LLC | 3,188 | +117 | $520.4K | +$104.0K | 3.8% |
| Astoria Portfolio Advisors LLC. | 2,093 | +122 | $374.4K | +$102.8K | 6.2% |
| BENJAMIN EDWARDS INC | 1,901 | +362 | $310.1K | +$101.6K | 23.5% |
| SMITH, MOORE & CO. | 2,168 | +300 | $353.6K | +$100.6K | 16.1% |
| IHT Wealth Management, LLC | 3,306 | +64 | $539.3K | +$100.2K | 2.0% |
| TWIN CAPITAL MANAGEMENT INC | 3,571 | +6 | $582.5K | +$99.7K | 0.2% |
| PRINCIPAL SECURITIES, INC. | 1,967 | +332 | $320.8K | +$99.4K | 20.3% |
| Brookstone Capital Management | 2,612 | +191 | $426.1K | +$98.2K | 7.9% |
| Smartleaf Asset Management LLC | 2,025 | +289 | $333.7K | +$97.5K | 16.6% |
| Royal Capital Wealth Management, LLC | 3,470 | +5 | $566.0K | +$96.7K | 0.1% |
| PFG Advisors | 2,005 | +298 | $327.0K | +$95.8K | 17.4% |
| Welch Group, LLC | 2,661 | +126 | $434.0K | +$90.7K | 5.0% |
| PINNACLE ASSOCIATES LTD | 2,511 | +154 | $409.6K | +$90.4K | 6.5% |
| Wedmont Private Capital | 2,710 | +85 | $446.6K | +$90.1K | 3.2% |
| Atria Investments, Inc | 2,416 | +171 | $394.1K | +$90.0K | 7.6% |
| Generali Investments, Management Co LLC | 879 | +477 | $143.4K | +$88.9K | 118.7% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 2,221 | +194 | $362.3K | +$87.8K | 9.6% |
| Accredited Investors Inc. | 3,052 | +3 | $497.8K | +$84.8K | 0.1% |
| ROWLANDMILLER & PARTNERS.ADV | 2,378 | +140 | $387.9K | +$84.8K | 6.3% |
| Global Assets Advisory, LLC | 2,677 | +77 | $436.6K | +$84.5K | 3.0% |
| Bill Few Associates, Inc. | 3,047 | +1 | $496.9K | +$84.4K | 0.0% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 619 | +494 | $101.0K | +$84.0K | 395.2% |
| Ullmann Wealth Partners Group, LLC | 5,687 | +5 | $853.3K | +$83.8K | 0.1% |
| ARGUS INVESTORS' COUNSEL, INC. | 2,290 | +150 | $373.5K | +$83.7K | 7.0% |
| SYON CAPITAL LLC | 2,273 | +153 | $370.8K | +$83.6K | 7.2% |
| First Command Advisory Services, Inc. | 2,839 | +36 | $463.1K | +$83.5K | 1.3% |
| MATHER GROUP, LLC. | 2,016 | +178 | $328.8K | +$79.9K | 9.7% |
| StoneX Group Inc. | 2,338 | +106 | $382.8K | +$79.5K | 4.7% |
| Clear Creek Financial Management, LLC | 2,116 | +153 | $345.1K | +$79.2K | 7.8% |
| GM Advisory Group, LLC | 2,753 | +15 | $449.0K | +$78.2K | 0.5% |
| Regal Investment Advisors LLC | 2,788 | +3 | $454.7K | +$77.6K | 0.1% |
| RFG Advisory, LLC | 2,070 | +149 | $337.6K | +$77.5K | 7.8% |
| IVC Wealth Advisors LLC | 2,676 | +22 | $436.5K | +$77.1K | 0.8% |
| Prestige Wealth Management Group LLC | 681 | +567 | $92.4K | +$76.9K | 497.4% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,265 | +98 | $369.4K | +$76.0K | 4.5% |
| Venture Visionary Partners LLC | 1,865 | +8 | $327.3K | +$75.7K | 0.4% |
| MassMutual Private Wealth & Trust, FSB | 2,512 | +39 | $409.7K | +$74.8K | 1.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,120 | +109 | $345.8K | +$73.4K | 5.4% |
| OneDigital Investment Advisors LLC | 2,151 | +87 | $350.9K | +$71.3K | 4.2% |
| MATRIX ASSET ADVISORS INC/NY | 2,468 | +18 | $402.6K | +$70.8K | 0.7% |
| Deseret Mutual Benefit Administrators | 2,491 | +8 | $406.3K | +$70.0K | 0.3% |
| BRIDGES INVESTMENT MANAGEMENT INC | 2,421 | +22 | $394.9K | +$70.0K | 0.9% |
| G&S Capital LLC | 2,426 | +3 | $395.7K | +$67.6K | 0.1% |
| WEXFORD CAPITAL LP | 2,080 | +65 | $339.3K | +$66.4K | 3.2% |
| Empirical Asset Management, LLC | 2,130 | +54 | $347.4K | +$66.3K | 2.6% |
| Parkside Financial Bank & Trust | 2,189 | +40 | $357.1K | +$66.0K | 1.9% |
| Argent Advisors, Inc. | 2,357 | +4 | $384.4K | +$65.8K | 0.2% |
| Rosenberg Matthew Hamilton | 2,011 | +69 | $328.0K | +$65.0K | 3.5% |
| TKG Advisors, LLC | 2,221 | +19 | $362.3K | +$64.0K | 0.9% |
| Larson Financial Group LLC | 1,000 | +268 | $163.1K | +$64.0K | 36.6% |
| EVOKE WEALTH, LLC | 1,676 | +129 | $274.3K | +$64.0K | 8.3% |
| Checchi Capital Advisers, LLC | 2,183 | +15 | $356.1K | +$62.5K | 0.7% |
| Sound Income Strategies, LLC | 518 | +310 | $90.3K | +$61.6K | 149.0% |
| TruNorth Capital Management, LLC | 1,697 | +97 | $276.8K | +$60.1K | 6.1% |
| Forvis Mazars Wealth Advisors, LLC | 1,948 | +39 | $317.7K | +$59.2K | 2.0% |
| Magnus Financial Group LLC | 2,024 | +19 | $330.1K | +$58.5K | 0.9% |
| Krilogy Financial LLC | 1,531 | +61 | $272.0K | +$58.5K | 4.1% |
| CALTON & ASSOCIATES, INC. | 2,038 | +16 | $332.3K | +$58.4K | 0.8% |
| Savvy Advisors, Inc. | 1,587 | +104 | $258.8K | +$58.0K | 7.0% |
| Chicago Partners Investment Group LLC | 1,816 | +21 | $329.9K | +$57.1K | 1.2% |
| Avantax Planning Partners, Inc. | 2,030 | +1 | $331.1K | +$56.3K | 0.0% |
| SAX WEALTH ADVISORS, LLC | 1,842 | +39 | $300.4K | +$56.3K | 2.2% |
| Dynamic Advisor Solutions LLC | 1,981 | +10 | $323.1K | +$56.2K | 0.5% |
| Diversified Trust Co | 1,974 | +9 | $322.0K | +$55.9K | 0.5% |
| EverSource Wealth Advisors, LLC | 1,750 | +42 | $285.4K | +$54.1K | 2.5% |
| Francis Financial, Inc. | 1,957 | +14 | $319.2K | +$52.4K | 0.7% |
| PDS Planning, Inc | 1,790 | +20 | $292.0K | +$52.3K | 1.1% |
| Capstone Wealth Management, LLC | 1,818 | +14 | $296.6K | +$52.3K | 0.8% |
| TD PRIVATE CLIENT WEALTH LLC | 916 | +197 | $149.3K | +$52.0K | 27.4% |
| VISTA CAPITAL PARTNERS, INC. | 1,710 | +31 | $278.9K | +$51.5K | 1.8% |
| Moors & Cabot, Inc. | 1,821 | +1 | $296.9K | +$50.4K | 0.1% |
| Coppell Advisory Solutions LLC | 1,613 | +26 | $265.8K | +$49.9K | 1.6% |
| 180 WEALTH ADVISORS, LLC | 1,734 | +13 | $282.9K | +$49.8K | 0.8% |
| FIDELIS CAPITAL PARTNERS, LLC | 1,717 | +3 | $280.1K | +$47.9K | 0.2% |
| Cypress Wealth Services, LLC | 1,614 | +18 | $263.3K | +$47.1K | 1.1% |
| Chicago Capital, LLC | 1,642 | +8 | $267.8K | +$46.5K | 0.5% |
| Pinnacle Wealth Planning Services, Inc. | 1,584 | +5 | $258.4K | +$44.5K | 0.3% |
| River Wealth Advisors LLC | 1,579 | +5 | $257.6K | +$44.4K | 0.3% |
| Colonial Trust Co / SC | 1,580 | +2 | $257.7K | +$44.0K | 0.1% |
| Gradient Investments LLC | 1,527 | +11 | $249.1K | +$43.8K | 0.7% |
| Waldron Private Wealth LLC | 1,504 | +9 | $245.3K | +$42.8K | 0.6% |
| Well Done, LLC | 1,522 | +4 | $248.3K | +$42.7K | 0.3% |
| Grove Bank & Trust | 1,347 | +8 | $219.7K | +$38.4K | 0.6% |
| Quarry LP | 342 | +201 | $55.8K | +$36.7K | 142.6% |
| Lido Advisors, LLC | 6,216 | +120 | $865.3K | +$36.6K | 2.0% |
| NATIXIS ADVISORS, LLC | 282,534 | +175,232 | $46.1K | +$31.6K | 163.3% |
| AdvisorNet Financial, Inc | 886 | +48 | $144.5K | +$31.1K | 5.7% |
| FLAGSHIP WEALTH ADVISORS, LLC | 859 | +51 | $140.2K | +$30.7K | 6.3% |
| Thrivent Financial for Lutherans | 1,036,663 | +6,390 | $169.1K | +$29.6K | 0.6% |
| ARMSTRONG ADVISORY GROUP, INC | 1,034 | +3 | $168.7K | +$29.0K | 0.3% |
| Root Financial Partners, LLC | 441 | +118 | $71.9K | +$28.2K | 36.5% |
| Quent Capital, LLC | 736 | +49 | $120.1K | +$27.1K | 7.1% |
| NBC SECURITIES, INC. | 827 | +25 | $135.0K | +$26.3K | 3.1% |
| MTM Investment Management, LLC | 895 | +2 | $145.9K | +$24.9K | 0.2% |
| CYBER HORNET ETFs LLC | 705 | +40 | $115.0K | +$24.9K | 6.0% |
| OAKWORTH CAPITAL, INC. | 645 | +50 | $105.2K | +$24.6K | 8.4% |
| Versant Capital Management, Inc | 496 | +71 | $80.9K | +$23.3K | 16.7% |
| EVOLUTION WEALTH MANAGEMENT INC. | 250 | +125 | $37.4K | +$20.5K | 100.0% |
| ORG Partners LLC | 677 | +12 | $110.4K | +$20.1K | 1.8% |
| FINANCIAL CONSULATE, INC | 701 | +2 | $114.3K | +$19.7K | 0.3% |
| Addison Advisors LLC | 460 | +36 | $75.0K | +$17.6K | 8.5% |
| CVA Family Office, LLC | 424 | +14 | $69.2K | +$13.6K | 3.4% |
| PROATHLETE WEALTH MANAGEMENT LLC | 454 | +2 | $74.1K | +$12.8K | 0.4% |
| CSM Advisors, LLC | 168,001 | +58,684 | $27.4K | +$12.6K | 53.7% |
| JFS WEALTH ADVISORS, LLC | 199 | +40 | $32.5K | +$10.9K | 25.1% |
| MJT & Associates Financial Advisory Group, Inc. | 166 | +46 | $27.1K | +$10.8K | 38.3% |
| Physician Wealth Advisors, Inc. | 77 | +58 | $12.6K | +$10.0K | 305.3% |
| SG Americas Securities, LLC | 85,474 | +47,235 | $13.9K | +$8.8K | 123.5% |
| Caitlin John, LLC | 304 | +1 | $49.6K | +$8.6K | 0.3% |
| SJS Investment Consulting Inc. | 228 | +14 | $37.2K | +$8.2K | 6.5% |
| Geneos Wealth Management Inc. | 257 | +6 | $41.9K | +$8.0K | 2.4% |
| Ancora Advisors LLC | 158 | +25 | $25.8K | +$7.8K | 18.8% |
| Bell Investment Advisors, Inc | 123 | +32 | $20.1K | +$7.7K | 35.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | +39 | $13.9K | +$7.7K | 84.8% |
| S&T Bank/PA | 102 | +28 | $16.6K | +$6.6K | 37.8% |
| First Pacific Financial | 226 | +1 | $36.8K | +$6.4K | 0.4% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 173,032 | +7,547 | $28.2K | +$5.8K | 4.6% |
| Cornerstone Planning Group LLC | 39 | +25 | $6.8K | +$5.8K | 178.6% |
| Treasurer of the State of North Carolina | 120,390 | +17,120 | $19.6K | +$5.7K | 16.6% |
| VAN ECK ASSOCIATES CORP | 65,151 | +23,108 | $10.6K | +$4.9K | 55.0% |
| ORG Wealth Partners, LLC | 138 | +6 | $22.5K | +$4.6K | 4.5% |
| Steigerwald, Gordon & Koch Inc. | 69 | +19 | $11.3K | +$4.5K | 38.0% |
| Independence Bank of Kentucky | 109 | +9 | $17.8K | +$4.2K | 9.0% |
| NKCFO LLC | 39,600 | +19,800 | $6.5K | +$3.8K | 100.0% |
| American Capital Advisory, LLC | 109 | +3 | $17.8K | +$3.4K | 2.8% |
| Dogwood Wealth Management LLC | 37 | +15 | $6.0K | +$3.1K | 68.2% |
| Quaker Wealth Management, LLC | 98 | +3 | $15.9K | +$3.0K | 3.1% |
| Turning Point Benefit Group, Inc. | 19 | +18 | $3.1K | +$3.0K | 1800.0% |
| Concord Wealth Partners | 96 | +1 | $15.6K | +$2.7K | 1.1% |
| Daiwa Securities Group Inc. | 77,338 | +2,882 | $12.6K | +$2.5K | 3.9% |
| High Note Wealth, LLC | 17 | +14 | $2.8K | +$2.4K | 466.7% |
| Bay Harbor Wealth Management, LLC | 28 | +11 | $4.6K | +$2.3K | 64.7% |
| Winch Advisory Services, LLC | 74 | +1 | $12.0K | +$2.1K | 1.4% |
| CHILTON CAPITAL MANAGEMENT LLC | 40 | +7 | $6.5K | +$2.1K | 21.2% |
| CX Institutional | 39,745 | +6,879 | $6.5K | +$2.0K | 20.9% |
| AMALGAMATED BANK | 48,276 | +4,731 | $7.9K | +$2.0K | 10.9% |
| ELEVATION WEALTH PARTNERS, LLC | 18 | +8 | $2.9K | +$1.6K | 80.0% |
| Bogart Wealth, LLC | 22 | +7 | $3.6K | +$1.6K | 46.7% |
| Marquette Asset Management, LLC | 25 | +4 | $4.1K | +$1.2K | 19.0% |
| Retirement Wealth Solutions LLC | 32 | +1 | $5.2K | +$1.0K | 3.2% |
| ACADIAN ASSET MANAGEMENT LLC | 6,483 | +5,950 | $1.1K | +$984 | 1116.3% |
| Valued Wealth Advisors LLC | 11 | +5 | $1.8K | +$984 | 83.3% |
| Rialto Wealth Management, LLC | 14 | +4 | $2.3K | +$929 | 40.0% |
| Dunhill Financial, LLC | 9 | +2 | $1.5K | +$579 | 28.6% |
| LVM CAPITAL MANAGEMENT LTD/MI | 3,900 | +2,000 | $636 | +$379 | 105.3% |
| HFM Investment Advisors, LLC | 8 | +1 | $1.3K | +$357 | 14.3% |
| Gulf International Bank (UK) Ltd | 11,297 | +115 | $1.8K | +$329 | 1.0% |
| PARK AVENUE SECURITIES LLC | 7,920 | +607 | $1.3K | +$302 | 8.3% |
| Hughes Financial Services, LLC | 5 | +1 | $816 | +$245 | 25.0% |
| WEDBUSH SECURITIES INC | 2,112 | +161 | $344 | +$80 | 8.3% |
| HANTZ FINANCIAL SERVICES, INC. | 1,602 | +212 | $261 | +$73 | 15.3% |
| Covestor Ltd | 374 | +165 | $61 | +$33 | 78.9% |
| HAZLETT, BURT & WATSON, INC. | 360 | +95 | $59 | +$23 | 35.8% |
| Roble, Belko & Company, Inc | 624 | +2 | $102 | +$18 | 0.3% |
| Matrix Trust Co | 255 | +41 | $42 | +$13 | 19.1% |
| GW&K Investment Management, LLC | 113 | +9 | $18 | +$4 | 8.7% |
| Winthrop Capital Management, LLC | 16 | +11 | $3 | +$2 | 220.0% |
| VALLEY NATIONAL ADVISERS INC | 79 | +3 | $12 | +$2 | 3.9% |