13F QoQ Ownership Changes
NVSEF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 211 new · 485 added · 776 reduced · 104 exited
New Positions(211)
Added To(485)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 8,876,906 | +1,148,033 | $1.22B | +$232.7M | 14.8% |
| GQG Partners LLC | 3,158,122 | +895,255 | $435.4M | +$145.2M | 39.6% |
| LMR Partners LLP | 952,500 | +755,400 | $131.3M | +$106.0M | 383.3% |
| Fisher Asset Management, LLC | 7,465,850 | +226,484 | $1.03B | +$100.9M | 3.1% |
| FRANKLIN RESOURCES INC | 4,479,307 | +419,988 | $617.6M | +$97.0M | 10.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,361,665 | +556,101 | $325.6M | +$94.1M | 30.8% |
| Connor, Clark & Lunn Investment Management Ltd. | 651,144 | +609,022 | $89.8M | +$84.4M | 1445.8% |
| BlackRock, Inc. | 2,808,091 | +277,885 | $387.2M | +$62.7M | 11.0% |
| CIBC WORLD MARKET INC. | 528,563 | +374,016 | $72.9M | +$53.1M | 242.0% |
| RAYMOND JAMES FINANCIAL INC | 1,845,605 | +197,431 | $254.5M | +$43.1M | 12.0% |
| JANUS HENDERSON GROUP PLC | 2,234,418 | +165,692 | $308.1M | +$42.8M | 8.0% |
| CAPITAL FUND MANAGEMENT S.A. | 323,100 | +181,300 | $44.5M | +$26.4M | 127.8% |
| FMR LLC | 1,662,296 | +62,559 | $229.2M | +$24.0M | 3.9% |
| OAK ASSOCIATES LTD /OH/ | 156,995 | +1,136 | $21.6M | +$21.6M | 0.7% |
| Focus Partners Wealth | 208,560 | +152,616 | $28.7M | +$21.6M | 272.8% |
| Cullen Capital Management, LLC | 2,080,796 | +10,419 | $286.9M | +$21.4M | 0.5% |
| EARNEST PARTNERS LLC | 921,396 | +81,370 | $127.0M | +$19.3M | 9.7% |
| WELLS FARGO & COMPANY/MN | 1,842,043 | +12,199 | $254.0M | +$19.3M | 0.7% |
| Walleye Capital LLC | 362,401 | +111,246 | $50.0M | +$17.8M | 44.3% |
| TRUIST FINANCIAL CORP | 887,296 | +54,682 | $122.3M | +$15.6M | 6.6% |
| AMERICAN CENTURY COMPANIES INC | 618,268 | +57,204 | $85.2M | +$13.3M | 10.2% |
| LPL Financial LLC | 607,748 | +56,213 | $83.8M | +$13.1M | 10.2% |
| JPMORGAN CHASE & CO | 592,652 | +55,109 | $81.7M | +$12.8M | 10.3% |
| D. E. Shaw & Co., Inc. | 95,800 | +91,094 | $13.2M | +$12.6M | 1935.7% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 97,521 | +87,821 | $13.4M | +$12.2M | 905.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | 185,366 | +79,068 | $25.6M | +$11.9M | 74.4% |
| Vestmark Advisory Solutions, Inc. | 94,282 | +84,944 | $13.0M | +$11.8M | 909.6% |
| CITADEL ADVISORS LLC | 632,600 | +43,000 | $87.2M | +$11.6M | 7.3% |
| SEI INVESTMENTS CO | 565,012 | +44,921 | $77.9M | +$11.2M | 8.6% |
| ASSETMARK, INC | 406,231 | +48,080 | $56.0M | +$10.1M | 13.4% |
| Aquatic Capital Management LLC | 90,973 | +65,074 | $12.5M | +$9.2M | 251.3% |
| Quantinno Capital Management LP | 301,191 | +48,545 | $41.5M | +$9.1M | 19.2% |
| Integral Health Asset Management, LLC | 250,000 | +50,000 | $34.5M | +$8.8M | 25.0% |
| NewEdge Wealth, LLC | 505,339 | +18,875 | $69.7M | +$8.6M | 3.9% |
| JANE STREET GROUP, LLC | 196,000 | +51,598 | $27.0M | +$8.5M | 35.7% |
| AQR CAPITAL MANAGEMENT LLC | 186,600 | +50,641 | $25.7M | +$8.3M | 37.2% |
| Corient Private Wealth LLC | 482,703 | +24,163 | $66.6M | +$7.8M | 5.3% |
| CIBC Private Wealth Group LLC | 517,027 | +21,236 | $71.3M | +$7.7M | 4.3% |
| Capital Wealth Planning, LLC | 163,545 | +44,640 | $22.7M | +$7.4M | 37.5% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 97,812 | +49,297 | $13.5M | +$7.3M | 101.6% |
| 1832 Asset Management L.P. | 59,339 | +52,139 | $8.2M | +$7.3M | 724.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 290,480 | +29,653 | $40.0M | +$6.6M | 11.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 156,158 | +19,787 | $24.1M | +$6.6M | 14.5% |
| SIMPLEX TRADING, LLC | 46,821 | +10 | $6.5M | +$6.4M | 0.0% |
| Creative Planning | 438,963 | +15,145 | $60.5M | +$6.2M | 3.6% |
| MML INVESTORS SERVICES, LLC | 242,771 | +25,802 | $33.5M | +$5.6M | 11.9% |
| Harvest Portfolios Group Inc. | 492,014 | +6,684 | $67.8M | +$5.6M | 1.4% |
| Spire Wealth Management | 38,983 | +37,518 | $5.4M | +$5.2M | 2560.9% |
| Fiera Capital Corp | 124,367 | +30,433 | $17.1M | +$5.1M | 32.4% |
| Belvedere Trading LLC | 63,416 | +34,453 | $9.0M | +$5.1M | 119.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 300,078 | +14,273 | $41.4M | +$4.7M | 5.0% |
| Triasima Portfolio Management inc. | 50,175 | +32,620 | $6.9M | +$4.7M | 185.8% |
| STIFEL FINANCIAL CORP | 272,382 | +15,630 | $37.6M | +$4.6M | 6.1% |
| BRANDES INVESTMENT PARTNERS, LP | 262,797 | +14,922 | $36.2M | +$4.4M | 6.0% |
| US BANCORP \DE\ | 267,269 | +13,012 | $36.8M | +$4.2M | 5.1% |
| TCTC Holdings, LLC | 394,089 | +2,653 | $54.3M | +$4.1M | 0.7% |
| Russell Investments Group, Ltd. | 97,259 | +24,655 | $13.4M | +$4.1M | 34.0% |
| CULLEN INVESTMENT GROUP, LTD. | 32,897 | +28,338 | $4.7M | +$4.1M | 621.6% |
| JONES FINANCIAL COMPANIES LLLP | 196,282 | +10,709 | $27.1M | +$4.0M | 5.8% |
| Tower Research Capital LLC (TRC) | 29,138 | +27,853 | $4.0M | +$3.9M | 2167.5% |
| Bank of New York Mellon Corp | 318,126 | +5,758 | $43.9M | +$3.8M | 1.8% |
| Curi Capital, LLC | 66,313 | +23,465 | $9.1M | +$3.6M | 54.8% |
| &PARTNERS | 133,267 | +16,550 | $18.4M | +$3.3M | 14.2% |
| Callan Family Office, LLC | 104,847 | +16,872 | $14.5M | +$3.2M | 19.2% |
| WCG Wealth Advisors LLC | 37,705 | +21,202 | $5.2M | +$3.1M | 128.5% |
| Archford Capital Strategies, LLC | 46,672 | +20,319 | $6.4M | +$3.1M | 77.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 113,737 | +14,352 | $15.7M | +$2.9M | 14.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 47,245 | +19,155 | $6.5M | +$2.9M | 68.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 186,406 | +6,218 | $26.6M | +$2.9M | 3.5% |
| BLAIR WILLIAM & CO/IL | 81,278 | +15,552 | $11.2M | +$2.8M | 23.7% |
| Pathstone Holdings, LLC | 118,791 | +11,707 | $16.4M | +$2.6M | 10.9% |
| IEQ CAPITAL, LLC | 54,268 | +16,400 | $7.5M | +$2.6M | 43.3% |
| Global Retirement Partners, LLC | 29,730 | +18,032 | $4.1M | +$2.6M | 154.1% |
| Vise Technologies, Inc. | 36,277 | +16,913 | $5.0M | +$2.5M | 87.3% |
| First Financial Bankshares Inc | 224,783 | +2,546 | $31.0M | +$2.5M | 1.1% |
| Mariner, LLC | 236,476 | +1,586 | $32.6M | +$2.5M | 0.7% |
| CAPTRUST FINANCIAL ADVISORS | 161,252 | +7,103 | $22.2M | +$2.5M | 4.6% |
| China Universal Asset Management Co., Ltd. | 36,000 | +16,000 | $5.0M | +$2.4M | 80.0% |
| Farther Finance Advisors, LLC | 34,378 | +16,069 | $4.7M | +$2.4M | 87.8% |
| CWA Asset Management Group, LLC | 27,213 | +16,409 | $3.8M | +$2.4M | 151.9% |
| Abacus Wealth Partners, LLC | 18,094 | +16,328 | $2.5M | +$2.3M | 924.6% |
| QRG CAPITAL MANAGEMENT, INC. | 133,113 | +7,579 | $18.4M | +$2.3M | 6.0% |
| Promethos Capital, LLC | 224,804 | +17,624 | $28.6M | +$2.0M | 8.5% |
| ProVise Management Group, LLC | 144,479 | +4,105 | $19.9M | +$1.9M | 2.9% |
| Rockefeller Capital Management L.P. | 108,206 | +5,527 | $14.9M | +$1.8M | 5.4% |
| Foresight Global Investors, Inc. | 172,083 | +400 | $23.7M | +$1.7M | 0.2% |
| M&T Bank Corp | 153,584 | +1,122 | $21.2M | +$1.6M | 0.7% |
| MOODY LYNN & LIEBERSON, LLC | 29,320 | +10,279 | $4.0M | +$1.6M | 54.0% |
| XTX Topco Ltd | 16,489 | +10,862 | $2.3M | +$1.6M | 193.0% |
| MAI Capital Management | 38,185 | +8,397 | $5.3M | +$1.4M | 28.2% |
| Choate Investment Advisors | 31,147 | +8,909 | $4.3M | +$1.4M | 40.1% |
| Point72 Asset Management, L.P. | 40,500 | +8,100 | $5.6M | +$1.4M | 25.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 85,041 | +4,081 | $11.7M | +$1.3M | 5.0% |
| LOGAN CAPITAL MANAGEMENT INC | 58,363 | +6,058 | $8.0M | +$1.3M | 11.6% |
| FEDERATED HERMES, INC. | 57,389 | +5,967 | $7.9M | +$1.3M | 11.6% |
| Ethic Inc. | 93,865 | +3,010 | $12.9M | +$1.3M | 3.3% |
| TD Asset Management Inc | 32,435 | +7,620 | $4.5M | +$1.3M | 30.7% |
| May Hill Capital, LLC | 15,230 | +7,725 | $2.1M | +$1.1M | 102.9% |
| First Pacific Financial | 40,072 | +5,759 | $5.5M | +$1.1M | 16.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27,909 | +6,593 | $3.8M | +$1.1M | 30.9% |
| NewEdge Advisors, LLC | 75,540 | +2,901 | $10.4M | +$1.1M | 4.0% |
| Abel Hall, LLC | 12,416 | +7,523 | $1.7M | +$1.1M | 153.8% |
| NATIONAL BANK OF CANADA /FI/ | 44,411 | +5,042 | $6.1M | +$1.1M | 12.8% |
| MGO ONE SEVEN LLC | 32,254 | +5,939 | $4.4M | +$1.1M | 22.6% |
| Brooklyn Investment Group | 64,948 | +1,165 | $9.0M | +$1.0M | 1.8% |
| WealthPlan Investment Management, LLC | 16,230 | +6,836 | $2.2M | +$1.0M | 72.8% |
| TWO SIGMA INVESTMENTS, LP | 36,928 | +5,200 | $5.1M | +$1.0M | 16.4% |
| Beacon Pointe Advisors, LLC | 66,582 | +2,801 | $9.2M | +$1.0M | 4.4% |
| Guardian Partners Inc. | 8,140 | +6,000 | $1.2M | +$958.8K | 280.4% |
| Sivia Capital Partners, LLC | 13,595 | +6,175 | $1.9M | +$922.8K | 83.2% |
| CLOVERFIELDS CAPITAL GROUP, LP | 23,731 | +5,119 | $3.3M | +$885.0K | 27.5% |
| Financial Gravity Asset Management, Inc. | 48,437 | +2,956 | $6.7M | +$845.5K | 6.5% |
| Caprock Group, LLC | 37,747 | +3,251 | $5.2M | +$838.7K | 9.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 53,013 | +2,488 | $7.3M | +$829.6K | 4.9% |
| Advisors Capital Management, LLC | 55,017 | +2,284 | $7.6M | +$822.7K | 4.3% |
| Altrius Capital Management Inc | 74,923 | +494 | $10.3M | +$784.8K | 0.7% |
| Allspring Global Investments Holdings, LLC | 106,040 | +339 | $14.7M | +$767.8K | 0.3% |
| Narwhal Capital Management | 53,812 | +1,887 | $7.4M | +$760.2K | 3.6% |
| Steward Partners Investment Advisory, LLC | 54,261 | +1,787 | $7.5M | +$751.7K | 3.4% |
| Arkadios Wealth Advisors | 34,843 | +3,189 | $4.8M | +$744.5K | 10.1% |
| Compound Planning, Inc. | 27,034 | +3,695 | $3.7M | +$734.1K | 15.8% |
| World Investment Advisors | 50,214 | +5,719 | $6.4M | +$728.6K | 12.8% |
| BROWN BROTHERS HARRIMAN & CO | 50,762 | +1,822 | $7.0M | +$722.5K | 3.7% |
| Quartz Partners, LLC | 35,382 | +2,970 | $4.9M | +$721.6K | 9.2% |
| CAMDEN NATIONAL BANK | 70,869 | +247 | $9.8M | +$714.1K | 0.3% |
| Aaron Wealth Advisors LLC | 19,719 | +4,080 | $2.7M | +$713.1K | 26.1% |
| Gradient Investments LLC | 14,661 | +4,390 | $2.0M | +$704.2K | 42.7% |
| Perigon Wealth Management, LLC | 20,500 | +3,543 | $2.8M | +$651.8K | 20.9% |
| Concurrent Investment Advisors, LLC | 14,815 | +3,967 | $2.0M | +$651.4K | 36.6% |
| Geneos Wealth Management Inc. | 64,841 | +81 | $8.9M | +$634.8K | 0.1% |
| QUADRANT CAPITAL GROUP LLC | 59,860 | +166 | $8.3M | +$597.7K | 0.3% |
| FIRST MANHATTAN CO. LLC. | 45,906 | +983 | $6.3M | +$568.1K | 2.2% |
| PEAK6 LLC | 45,536 | +994 | $6.3M | +$566.0K | 2.2% |
| Leo Wealth, LLC | 16,428 | +3,148 | $2.3M | +$561.9K | 23.7% |
| Chesley Taft & Associates LLC | 32,480 | +1,650 | $4.5M | +$524.4K | 5.3% |
| SIGNATUREFD, LLC | 46,629 | +522 | $6.4M | +$516.0K | 1.1% |
| SCOTIA CAPITAL INC. | 47,469 | +416 | $6.5M | +$509.7K | 0.9% |
| Cardinal Capital Management | 49,665 | +104 | $6.8M | +$491.6K | 0.2% |
| Merit Financial Group, LLC | 32,499 | +1,354 | $4.5M | +$486.7K | 4.3% |
| Smartleaf Asset Management LLC | 16,315 | +1,987 | $2.3M | +$485.2K | 13.9% |
| New Republic Capital, LLC | 5,629 | +3,289 | $776.1K | +$476.0K | 140.6% |
| MAVERICK CAPITAL LTD | 11,073 | +2,851 | $1.5M | +$472.2K | 34.7% |
| Envestnet Portfolio Solutions, Inc. | 21,436 | +2,055 | $3.0M | +$469.9K | 10.6% |
| RATIONAL ADVISORS, INC. | 7,186 | +3,080 | $990.7K | +$464.2K | 75.0% |
| Osprey Private Wealth LLC | 10,000 | +2,850 | $1.4M | +$461.8K | 39.9% |
| Perennial Advisors, LLC | 42,344 | +407 | $5.8M | +$460.0K | 1.0% |
| Providence Capital Advisors, LLC | 32,082 | +1,108 | $4.4M | +$451.0K | 3.6% |
| TRUST CO OF VERMONT | 45,745 | +6 | $6.3M | +$441.3K | 0.0% |
| BAILARD, INC. | 14,426 | +2,305 | $2.0M | +$434.5K | 19.0% |
| Argent Trust Co | 40,333 | +291 | $5.6M | +$425.7K | 0.7% |
| Csenge Advisory Group | 30,264 | +1,018 | $4.2M | +$422.1K | 3.5% |
| Patriot Financial Group Insurance Agency, LLC | 18,678 | +1,798 | $2.6M | +$410.4K | 10.7% |
| Wealthspire Advisors, LLC | 6,256 | +2,721 | $862.5K | +$409.1K | 77.0% |
| TD PRIVATE CLIENT WEALTH LLC | 16,296 | +1,898 | $2.2M | +$400.3K | 13.2% |
| Aprio Wealth Management, LLC | 7,301 | +2,509 | $1.0M | +$392.1K | 52.4% |
| Independent Advisor Alliance | 7,846 | +2,463 | $1.1M | +$391.4K | 45.8% |
| LAZARD ASSET MANAGEMENT LLC | 7,166 | +2,439 | $988.0K | +$381.8K | 51.6% |
| GREAT LAKES ADVISORS, LLC | 31,160 | +627 | $4.3M | +$380.5K | 2.0% |
| Cornerstone Wealth Group, LLC | 33,253 | +457 | $4.6M | +$378.8K | 1.4% |
| AZZAD ASSET MANAGEMENT INC /ADV | 34,593 | +300 | $4.8M | +$371.6K | 0.9% |
| Ballentine Partners, LLC | 26,981 | +862 | $3.7M | +$370.4K | 3.3% |
| Waverly Advisors, LLC | 15,647 | +1,637 | $2.2M | +$360.6K | 11.7% |
| Strategic Global Advisors, LLC | 14,873 | +1,691 | $2.1M | +$360.1K | 12.8% |
| apricus wealth, LLC | 24,673 | +940 | $3.4M | +$358.1K | 4.0% |
| DEARBORN PARTNERS LLC | 35,225 | +65 | $4.9M | +$347.6K | 0.2% |
| Frank, Rimerman Advisors LLC | 11,268 | +1,817 | $1.6M | +$341.5K | 19.2% |
| Forum Financial Management, LP | 25,365 | +758 | $3.5M | +$341.5K | 3.1% |
| Venturi Wealth Management, LLC | 15,078 | +1,510 | $2.1M | +$338.8K | 11.1% |
| FIRST CITIZENS BANK & TRUST CO | 5,366 | +2,228 | $739.8K | +$337.4K | 71.0% |
| Grove Bank & Trust | 3,124 | +2,372 | $430.7K | +$334.3K | 315.4% |
| Value Partners Investments Inc. | 11,010 | +1,751 | $1.5M | +$332.3K | 18.9% |
| Moors & Cabot, Inc. | 29,612 | +320 | $4.1M | +$326.2K | 1.1% |
| Revisor Wealth Management LLC | 4,457 | +2,118 | $631.1K | +$324.6K | 90.5% |
| Silvercrest Asset Management Group LLC | 13,025 | +1,486 | $1.8M | +$316.0K | 12.9% |
| Savant Capital, LLC | 19,982 | +941 | $2.8M | +$313.1K | 4.9% |
| Advisory Services Network, LLC | 31,893 | +41 | $4.4M | +$312.5K | 0.1% |
| Belpointe Asset Management LLC | 8,064 | +1,826 | $1.1M | +$311.8K | 29.3% |
| Fortis Capital Advisors, LLC | 8,064 | +1,826 | $1.1M | +$311.8K | 29.3% |
| Fayez Sarofim & Co | 28,252 | +300 | $3.9M | +$310.5K | 1.1% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 17,219 | +1,121 | $2.4M | +$309.6K | 7.0% |
| GAMMA Investing LLC | 12,103 | +1,486 | $1.7M | +$307.1K | 14.0% |
| Dorsey & Whitney Trust CO LLC | 16,336 | +1,145 | $2.3M | +$304.2K | 7.5% |
| Savvy Advisors, Inc. | 11,567 | +1,500 | $1.6M | +$303.8K | 14.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,557 | +1,626 | $1.3M | +$300.5K | 20.5% |
| Advisors Asset Management, Inc. | 20,783 | +726 | $2.9M | +$293.2K | 3.6% |
| CIBC Asset Management Inc | 26,264 | +275 | $3.6M | +$287.3K | 1.1% |
| Freestone Capital Holdings, LLC | 5,097 | +1,834 | $702.7K | +$284.3K | 56.2% |
| Fort Sheridan Advisors LLC | 9,905 | +1,459 | $1.4M | +$282.5K | 17.3% |
| COMMERCE BANK | 22,604 | +461 | $3.1M | +$276.8K | 2.1% |
| TD Waterhouse Canada Inc. | 29,022 | +706 | $4.0M | +$272.2K | 2.5% |
| Spectrum Asset Management, Inc. (NB/CA) | 26,288 | +120 | $3.6M | +$268.5K | 0.5% |
| GF FUND MANAGEMENT CO. LTD. | 4,272 | +1,730 | $589.0K | +$263.0K | 68.0% |
| Portside Wealth Group, LLC | 7,606 | +1,476 | $1.0M | +$262.5K | 24.1% |
| HARBOUR INVESTMENTS, INC. | 7,397 | +1,481 | $1.0M | +$261.2K | 25.0% |
| TrueMark Investments, LLC | 9,800 | +1,275 | $1.4M | +$257.9K | 14.9% |
| ALBERT D MASON INC | 25,587 | +88 | $3.5M | +$257.7K | 0.3% |
| Ameritas Advisory Services, LLC | 4,875 | +1,604 | $672.1K | +$252.7K | 49.0% |
| Gladstone Institutional Advisory LLC | 8,799 | +1,266 | $1.2M | +$247.1K | 16.8% |
| SITTNER & NELSON, LLC | 8,466 | +49 | $1.3M | +$244.9K | 0.6% |
| Florida Trust Wealth Management Co | 12,073 | +992 | $1.7M | +$243.5K | 8.9% |
| Cannell & Spears LLC | 5,108 | +1,500 | $704.2K | +$241.6K | 41.6% |
| HF Advisory Group, LLC | 11,901 | +974 | $1.6M | +$239.5K | 8.9% |
| Old Port Advisors | 20,992 | +291 | $2.9M | +$239.5K | 1.4% |
| MARIETTA INVESTMENT PARTNERS LLC | 18,237 | +488 | $2.5M | +$238.2K | 2.7% |
| AMG National Trust Bank | 22,890 | +134 | $3.2M | +$237.6K | 0.6% |
| Aptus Capital Advisors, LLC | 15,936 | +646 | $2.2M | +$236.3K | 4.2% |
| Prestige Wealth Management Group LLC | 2,550 | +2,125 | $290.4K | +$235.9K | 500.0% |
| HBK Sorce Advisory LLC | 4,362 | +924 | $682.3K | +$235.5K | 26.9% |
| GREENLEAF TRUST | 14,424 | +728 | $2.0M | +$232.3K | 5.3% |
| Family Management Corp | 20,338 | +234 | $2.8M | +$225.9K | 1.2% |
| Marshall Financial Group, LLC | 16,859 | +484 | $2.3M | +$224.4K | 3.0% |
| HB Wealth Management, LLC | 17,362 | +423 | $2.4M | +$221.4K | 2.5% |
| Lido Advisors, LLC | 43,739 | +643 | $5.7M | +$220.1K | 1.5% |
| Valeo Financial Advisors, LLC | 10,848 | +899 | $1.5M | +$219.8K | 9.0% |
| Bridgewater Advisors Inc. | 11,119 | +105 | $1.6M | +$219.4K | 0.9% |
| Fulton Bank, N.A. | 6,599 | +1,213 | $909.8K | +$219.1K | 22.5% |
| Baker Ellis Asset Management LLC | 15,250 | +539 | $2.1M | +$216.0K | 3.7% |
| Patten Group, Inc. | 17,134 | +321 | $2.4M | +$206.2K | 1.9% |
| Manchester Capital Management LLC | 1,910 | +1,463 | $263.3K | +$206.0K | 327.3% |
| Wedmont Private Capital | 7,416 | +949 | $1.1M | +$202.2K | 14.7% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6,976 | +425 | $1.1M | +$199.5K | 6.5% |
| Clearstead Advisors, LLC | 19,130 | +112 | $2.6M | +$198.6K | 0.6% |
| FRG Family Wealth Advisors LLC | 10,218 | +778 | $1.4M | +$198.2K | 8.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 18,219 | +175 | $2.5M | +$198.0K | 1.0% |
| Sepio Capital, LP | 14,027 | +476 | $1.9M | +$196.1K | 3.5% |
| UMB Bank, n.a. | 6,675 | +1,010 | $920.3K | +$193.8K | 17.8% |
| Dynasty Wealth Management, LLC | 12,209 | +579 | $1.7M | +$191.8K | 5.0% |
| OLD NATIONAL BANCORP /IN/ | 9,813 | +738 | $1.4M | +$189.1K | 8.1% |
| Versant Capital Management, Inc | 8,514 | +828 | $1.2M | +$188.2K | 10.8% |
| PFG Investments, LLC | 4,199 | +1,131 | $578.9K | +$185.5K | 36.9% |
| HighPoint Advisor Group LLC | 10,503 | +649 | $1.4M | +$184.4K | 6.6% |
| Brucke Financial, Inc. | 5,871 | +819 | $809.4K | +$184.0K | 16.2% |
| Ashton Thomas Private Wealth, LLC | 10,450 | +630 | $1.4M | +$181.4K | 6.4% |
| BTC Capital Management, Inc. | 17,378 | +99 | $2.4M | +$181.4K | 0.6% |
| V-Square Quantitative Management LLC | 12,480 | +459 | $1.7M | +$179.0K | 3.8% |
| Empire Financial Management Company, LLC | 16,484 | +146 | $2.3M | +$177.5K | 0.9% |
| StrongBox Wealth, LLC | 6,789 | +850 | $936.0K | +$174.4K | 14.3% |
| OneDigital Investment Advisors LLC | 7,840 | +760 | $1.1M | +$173.0K | 10.7% |
| Abundance Wealth Counselors | 16,927 | +73 | $2.3M | +$172.4K | 0.4% |
| Crestwood Advisors Group, LLC | 3,979 | +1,040 | $548.6K | +$171.7K | 35.4% |
| AE Wealth Management LLC | 9,644 | +614 | $1.3M | +$171.6K | 6.8% |
| Allianz Asset Management GmbH | 5,200 | +900 | $716.9K | +$165.5K | 20.9% |
| EVOKE WEALTH, LLC | 3,785 | +1,002 | $521.9K | +$164.9K | 36.0% |
| IAM Advisory, LLC | 16,201 | +66 | $2.2M | +$164.5K | 0.4% |
| Joel Isaacson & Co., LLC | 6,442 | +785 | $888.2K | +$162.7K | 13.9% |
| Blue Trust, Inc. | 5,610 | +847 | $773.5K | +$162.6K | 17.8% |
| INVESTED ADVISORS | 3,974 | +128 | $547.9K | +$162.4K | 3.3% |
| ROTHSCHILD INVESTMENT LLC | 16,783 | +6 | $2.3M | +$162.3K | 0.0% |
| HUB Investment Partners, LLC | 4,641 | +875 | $639.9K | +$156.9K | 23.2% |
| CreativeOne Wealth, LLC | 3,500 | +955 | $482.6K | +$156.2K | 37.5% |
| Parkside Financial Bank & Trust | 5,383 | +796 | $742.1K | +$153.9K | 17.4% |
| Ascent Wealth Partners, LLC | 15,656 | +19 | $2.2M | +$153.2K | 0.1% |
| Sowell Financial Services LLC | 7,216 | +645 | $994.9K | +$152.2K | 9.8% |
| INTRUST BANK NA | 10,910 | +351 | $1.5M | +$150.1K | 3.3% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4,871 | +776 | $671.6K | +$146.4K | 18.9% |
| Carnegie Investment Counsel | 12,434 | +200 | $1.7M | +$145.4K | 1.6% |
| Parallel Advisors, LLC | 12,624 | +148 | $1.7M | +$140.5K | 1.2% |
| Western Wealth Management, LLC | 2,884 | +867 | $397.6K | +$139.0K | 43.0% |
| Snowden Capital Advisors LLC | 12,356 | +137 | $1.7M | +$136.6K | 1.1% |
| DENALI ADVISORS LLC | 13,598 | +39 | $1.9M | +$136.0K | 0.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 10,452 | +246 | $1.4M | +$132.3K | 2.4% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5,516 | +600 | $760.5K | +$130.1K | 12.2% |
| Gotham Asset Management, LLC | 2,755 | +799 | $379.8K | +$129.0K | 40.8% |
| TRED AVON FAMILY WEALTH, LLC | 4,188 | +680 | $577.4K | +$127.5K | 19.4% |
| Advisory Resource Group | 11,456 | +114 | $1.6M | +$124.9K | 1.0% |
| RWA WEALTH PARTNERS, LLC | 10,155 | +199 | $1.4M | +$123.3K | 2.0% |
| Pure Financial Advisors, LLC | 3,343 | +698 | $460.9K | +$121.7K | 26.4% |
| Douglass Winthrop Advisors, LLC | 9,838 | +200 | $1.4M | +$120.4K | 2.1% |
| Monument Capital Management | 4,386 | +608 | $604.7K | +$120.2K | 16.1% |
| GeoWealth Management, LLC | 10,504 | +146 | $1.4M | +$119.9K | 1.4% |
| Kingsview Wealth Management, LLC | 7,981 | +336 | $1.1M | +$119.9K | 4.4% |
| ASPIRIANT, LLC | 2,631 | +728 | $362.7K | +$118.7K | 38.3% |
| Welch Group, LLC | 9,656 | +190 | $1.3M | +$117.4K | 2.0% |
| HUTNER CAPITAL MANAGEMENT INC | 6,832 | +399 | $941.9K | +$117.0K | 6.2% |
| EverSource Wealth Advisors, LLC | 3,823 | +622 | $527.0K | +$116.6K | 19.4% |
| NOVEM GROUP | 9,925 | +161 | $1.4M | +$116.2K | 1.6% |
| Mayflower Financial Advisors, LLC | 10,370 | +118 | $1.4M | +$115.0K | 1.1% |
| Texas Yale Capital Corp. | 4,092 | +580 | $564.2K | +$113.8K | 16.5% |
| Altus Wealth Group LLC | 5,498 | +474 | $758.0K | +$113.7K | 9.4% |
| STEPHENS INC /AR/ | 6,452 | +395 | $889.5K | +$112.8K | 6.5% |
| SEEDS INVESTOR LLC | 5,970 | +423 | $823.1K | +$111.7K | 7.6% |
| Williams Jones Wealth Management, LLC. | 11,108 | +30 | $1.5M | +$110.8K | 0.3% |
| Mezzasalma Advisors, LLC | 6,361 | +325 | $881.3K | +$107.2K | 5.4% |
| RETIREMENT GUYS FORMULA LLC | 9,655 | +108 | $1.3M | +$106.8K | 1.1% |
| Aureus Asset Management, LLC | 4,312 | +499 | $594.5K | +$105.5K | 13.1% |
| Wealthcare Advisory Partners LLC | 3,244 | +569 | $447.2K | +$104.2K | 21.3% |
| Ruggaard & Associates LLC | 7,635 | +236 | $1.1M | +$103.8K | 3.2% |
| Fifth Third Wealth Advisors LLC | 8,675 | +154 | $1.2M | +$103.3K | 1.8% |
| Keystone Financial Group | 2,225 | +525 | $306.8K | +$103.1K | 30.9% |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,173 | +407 | $713.2K | +$102.0K | 8.5% |
| ANGELES WEALTH MANAGEMENT, LLC | 3,200 | +545 | $441.3K | +$100.8K | 20.5% |
| PERSONAL CFO SOLUTIONS, LLC | 3,111 | +551 | $428.9K | +$100.6K | 21.5% |
| PDS Planning, Inc | 9,525 | +66 | $1.3M | +$100.2K | 0.7% |
| Chicago Partners Investment Group LLC | 2,900 | +246 | $426.7K | +$99.1K | 9.3% |
| Meridian Wealth Management, LLC | 8,797 | +109 | $1.2M | +$98.7K | 1.3% |
| JGP Wealth Management, LLC | 2,430 | +618 | $335.0K | +$97.7K | 34.1% |
| Goldstone Financial Group, LLC | 6,879 | +242 | $948.4K | +$97.3K | 3.6% |
| Nicholas Hoffman & Company, LLC. | 9,702 | +20 | $1.3M | +$96.0K | 0.2% |
| ALLEN WEALTH MANAGEMENT, LLC | 4,570 | +400 | $630.1K | +$95.3K | 9.6% |
| Valmark Advisers, Inc. | 8,802 | +77 | $1.2M | +$94.6K | 0.9% |
| Bryn Mawr Trust Advisors, LLC | 9,425 | +24 | $1.3M | +$93.8K | 0.3% |
| YANKCOM Partnership | 8,499 | +90 | $1.2M | +$93.4K | 1.1% |
| EASTERN BANK | 8,654 | +78 | $1.2M | +$93.3K | 0.9% |
| Intrua Financial, LLC | 2,966 | +505 | $408.9K | +$93.3K | 20.5% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2,389 | +538 | $329.4K | +$92.0K | 29.1% |
| Independence Bank of Kentucky | 8,235 | +78 | $1.1M | +$89.3K | 0.9% |
| Opal Wealth Advisors, LLC | 4,112 | +381 | $566.9K | +$88.5K | 10.2% |
| ST GERMAIN D J CO INC | 6,392 | +200 | $881.3K | +$87.2K | 3.2% |
| PRIVATE TRUST CO NA | 6,286 | +206 | $866.7K | +$87.0K | 3.4% |
| Cypress Wealth Services, LLC | 2,606 | +480 | $359.3K | +$86.7K | 22.6% |
| Essex Financial Services, Inc. | 8,921 | +3 | $1.2M | +$86.3K | 0.0% |
| Cypress Capital Group | 5,966 | +210 | $822.5K | +$84.4K | 3.6% |
| NORTH STAR ASSET MANAGEMENT INC | 6,221 | +169 | $857.7K | +$81.6K | 2.8% |
| GRIMES & COMPANY, INC. | 4,638 | +287 | $639.5K | +$81.4K | 6.6% |
| XPONANCE, INC. | 3,546 | +367 | $488.9K | +$81.2K | 11.5% |
| SYON CAPITAL LLC | 4,631 | +285 | $638.5K | +$81.1K | 6.5% |
| Kovack Advisors, Inc. | 2,121 | +471 | $292.4K | +$80.7K | 28.5% |
| MCF Advisors LLC | 829 | +565 | $114.3K | +$80.4K | 214.0% |
| NorthRock Partners, LLC | 2,353 | +440 | $324.5K | +$79.2K | 23.0% |
| Kennebec Savings Bank | 5,316 | +218 | $732.9K | +$79.1K | 4.3% |
| Empower Advisory Group, LLC | 2,310 | +430 | $318.5K | +$77.4K | 22.9% |
| IHT Wealth Management, LLC | 4,737 | +245 | $653.1K | +$77.0K | 5.5% |
| BROADWATER CAPITAL MANAGEMENT LLC | 47,734 | +44,774 | $375.6K | +$76.8K | 1512.6% |
| VAN ECK ASSOCIATES CORP | 960,657 | +515,999 | $132.4K | +$75.4K | 116.0% |
| BURKE & HERBERT BANK & TRUST CO | 3,944 | +290 | $543.8K | +$75.2K | 7.9% |
| NBC SECURITIES, INC. | 4,359 | +252 | $601.0K | +$74.3K | 6.1% |
| Icon Wealth Advisors, LLC | 4,668 | +222 | $643.7K | +$73.6K | 5.0% |
| Dakota Wealth Management | 4,690 | +214 | $646.6K | +$72.6K | 4.8% |
| Essex Savings Bank | 4,812 | +201 | $663.4K | +$72.1K | 4.3% |
| Legacy Capital Group California, Inc. | 3,488 | +299 | $480.9K | +$71.9K | 9.4% |
| INSIGNEO ADVISORY SERVICES, LLC | 5,233 | +163 | $721.5K | +$71.3K | 3.2% |
| HARRELL INVESTMENT PARTNERS, LLC | 6,640 | +57 | $915.4K | +$71.2K | 0.9% |
| Modera Wealth Management, LLC | 5,398 | +141 | $744.2K | +$70.1K | 2.7% |
| SJS Investment Consulting Inc. | 1,703 | +415 | $234.8K | +$69.6K | 32.2% |
| StoneX Group Inc. | 2,573 | +342 | $354.9K | +$68.8K | 15.3% |
| Simplicity Wealth,LLC | 5,137 | +145 | $708.2K | +$68.1K | 2.9% |
| RNC CAPITAL MANAGEMENT LLC | 4,598 | +162 | $633.9K | +$65.1K | 3.6% |
| AMERIFLEX GROUP, INC. | 556 | +460 | $76.6K | +$64.3K | 479.2% |
| Berkeley Capital Partners, LLC | 2,384 | +317 | $328.7K | +$63.6K | 15.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 5,821 | +53 | $802.5K | +$62.9K | 0.9% |
| Nilsine Partners, LLC | 5,071 | +107 | $699.1K | +$62.6K | 2.1% |
| Avior Wealth Management, LLC | 6,370 | +8 | $878.2K | +$62.4K | 0.1% |
| CERTIOR FINANCIAL GROUP, LLC | 3,321 | +232 | $457.9K | +$61.7K | 7.5% |
| EARNED WEALTH ADVISORS, LLC | 1,973 | +328 | $272.1K | +$61.1K | 19.9% |
| Ancora Advisors LLC | 2,261 | +305 | $311.8K | +$60.9K | 15.6% |
| LIBERTY WEALTH MANAGEMENT LLC | 2,182 | +305 | $300.8K | +$60.1K | 16.2% |
| D'Orazio & Associates, Inc. | 4,128 | +150 | $569.1K | +$59.0K | 3.8% |
| Klingman & Associates, LLC | 4,139 | +149 | $570.6K | +$59.0K | 3.7% |
| 1900 WEALTH MANAGEMENT LLC | 5,906 | +13 | $814.3K | +$58.5K | 0.2% |
| Rossmore Private Capital | 4,727 | +100 | $651.7K | +$58.3K | 2.2% |
| RIVERSEDGE ADVISORS, LLC | 3,371 | +201 | $464.8K | +$58.2K | 6.3% |
| Occidental Asset Management, LLC | 2,992 | +229 | $412.5K | +$58.2K | 8.3% |
| Elyxium Wealth, LLC | 2,802 | +240 | $386.3K | +$57.8K | 9.4% |
| Sound Income Strategies, LLC | 529 | +383 | $76.4K | +$57.2K | 262.3% |
| CFO4Life Group, LLC | 5,709 | +12 | $787.2K | +$56.5K | 0.2% |
| Range Financial Group LLC | 3,313 | +191 | $456.8K | +$56.4K | 6.1% |
| BARCLAYS PLC | 1,061 | +498 | $128.4K | +$56.2K | 88.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,197 | +271 | $302.9K | +$55.9K | 14.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 730 | +376 | $100.6K | +$55.2K | 106.2% |
| SUMMITRY LLC | 2,009 | +279 | $277.0K | +$55.1K | 16.1% |
| Evergreen Wealth Solutions, LLC | 2,751 | +223 | $379.3K | +$55.1K | 8.8% |
| BENJAMIN EDWARDS INC | 4,936 | +46 | $680.5K | +$53.4K | 0.9% |
| Haven Private, LLC | 3,549 | +150 | $489.3K | +$53.4K | 4.4% |
| Clear Creek Financial Management, LLC | 2,767 | +206 | $381.4K | +$53.0K | 8.0% |
| Perennial Investment Advisors, LLC | 3,224 | +172 | $444.4K | +$53.0K | 5.6% |
| OAKWORTH CAPITAL, INC. | 2,455 | +228 | $338.5K | +$52.9K | 10.2% |
| Resonant Capital Advisors, LLC | 4,640 | +54 | $639.7K | +$51.6K | 1.2% |
| Alhambra Investment Management LLC | 5,258 | +6 | $724.9K | +$51.4K | 0.1% |
| Intergy Private Wealth, LLC | 3,476 | +135 | $479.2K | +$50.8K | 4.0% |
| Canopy Partners, LLC | 3,479 | +126 | $479.6K | +$49.7K | 3.8% |
| IFG Advisory, LLC | 2,414 | +205 | $332.9K | +$49.5K | 9.3% |
| SAPIENT CAPITAL LLC | 1,898 | +164 | $263.3K | +$48.1K | 9.4% |
| SYM FINANCIAL Corp | 2,990 | +149 | $412.2K | +$47.9K | 5.2% |
| Mutual Advisors, LLC | 4,136 | +168 | $570.2K | +$47.9K | 4.2% |
| Calamos Wealth Management LLC | 4,646 | +24 | $640.6K | +$47.8K | 0.5% |
| One Wealth Advisors, LLC | 4,896 | +4 | $675.0K | +$47.7K | 0.1% |
| BSW Wealth Partners | 3,143 | +135 | $433.3K | +$47.6K | 4.5% |
| Cornerstone Planning Group LLC | 321 | +319 | $47.5K | +$47.4K | 15950.0% |
| FIRST AMERICAN TRUST, FSB | 4,858 | +2 | $669.7K | +$47.0K | 0.0% |
| EQUITABLE TRUST CO | 2,191 | +200 | $302.1K | +$46.7K | 10.0% |
| Addison Advisors LLC | 3,153 | +125 | $434.7K | +$46.4K | 4.1% |
| EWA, LLC | 2,706 | +152 | $373.1K | +$45.5K | 6.0% |
| Cyndeo Wealth Partners, LLC | 4,491 | +10 | $619.1K | +$44.5K | 0.2% |
| JOURNEY STRATEGIC WEALTH LLC | 3,466 | +86 | $477.8K | +$44.4K | 2.5% |
| Sage Mountain Advisors LLC | 4,386 | +8 | $604.7K | +$43.3K | 0.2% |
| Platform Technology Partners | 2,984 | +111 | $411.4K | +$43.0K | 3.9% |
| Salomon & Ludwin, LLC | 750 | +293 | $103.3K | +$42.8K | 64.1% |
| AlTi Global, Inc. | 4,381 | +2 | $604.0K | +$42.4K | 0.0% |
| ACORN CREEK CAPITAL LLC | 3,727 | +45 | $513.8K | +$41.7K | 1.2% |
| SCS Capital Management LLC | 3,114 | +88 | $429.3K | +$41.3K | 2.9% |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,740 | +112 | $377.8K | +$40.7K | 4.3% |
| Capital Asset Advisory Services LLC | 2,055 | +85 | $292.3K | +$39.7K | 4.3% |
| Miracle Mile Advisors, LLC | 3,651 | +32 | $503.4K | +$39.3K | 0.9% |
| MITCHELL SINKLER & STARR/PA | 3,393 | +50 | $467.8K | +$39.1K | 1.5% |
| RiverFront Investment Group, LLC | 3,816 | +18 | $526.1K | +$39.1K | 0.5% |
| Tower Wealth Partners, Inc. | 2,018 | +146 | $278.2K | +$38.2K | 7.8% |
| ORG Partners LLC | 471 | +261 | $64.9K | +$38.0K | 124.3% |
| Marks Group Wealth Management, Inc | 1,796 | +160 | $247.6K | +$37.8K | 9.8% |
| Heck Capital Advisors, LLC | 3,436 | +30 | $473.7K | +$36.9K | 0.9% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2,056 | +132 | $283.5K | +$36.7K | 6.9% |
| Southland Equity Partners LLC | 3,436 | +20 | $473.7K | +$35.7K | 0.6% |
| Braun-Bostich & Associates Inc. | 2,233 | +106 | $307.9K | +$35.1K | 5.0% |
| Roundview Capital LLC | 2,711 | +66 | $373.8K | +$34.6K | 2.5% |
| CoreCap Advisors, LLC | 1,556 | +152 | $214.5K | +$34.5K | 10.8% |
| NORDEN GROUP LLC | 2,148 | +103 | $296.1K | +$33.9K | 5.0% |
| Soltis Investment Advisors LLC | 1,743 | +123 | $240.3K | +$32.6K | 7.6% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2,647 | +52 | $364.9K | +$32.2K | 2.0% |
| Atlantic Edge Private Wealth Management, LLC | 2,230 | +75 | $307.5K | +$31.1K | 3.5% |
| WPG Advisers, LLC | 421 | +206 | $58.0K | +$30.5K | 95.8% |
| Capital Advantage, Inc. | 1,846 | +89 | $254.5K | +$29.2K | 5.1% |
| Dakota Community Bank & Trust NA | 2,143 | +63 | $295.5K | +$28.7K | 3.0% |
| ROCKLAND TRUST CO | 1,929 | +79 | $266.0K | +$28.7K | 4.3% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 1,759 | +88 | $242.5K | +$28.2K | 5.3% |
| Union Bancaire Privee, UBP SA | 600 | +319 | $61.8K | +$27.0K | 113.5% |
| M. Kulyk & Associates, LLC | 2,036 | +56 | $280.7K | +$26.8K | 2.8% |
| Outlook Wealth Advisors, LLC | 2,270 | +34 | $313.0K | +$26.2K | 1.5% |
| Bank of Jackson Hole Trust | 231 | +187 | $31.8K | +$26.2K | 425.0% |
| Ausdal Financial Partners, Inc. | 2,039 | +48 | $281.1K | +$25.8K | 2.4% |
| Trust Co | 459 | +159 | $63.3K | +$24.8K | 53.0% |
| Inscription Capital, LLC | 2,291 | +19 | $315.9K | +$24.5K | 0.8% |
| NISA INVESTMENT ADVISORS, LLC | 1,300 | +88 | $179.2K | +$23.8K | 7.3% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 176 | +170 | $24.3K | +$23.5K | 2833.3% |
| Koshinski Asset Management, Inc. | 2,095 | +25 | $288.8K | +$23.4K | 1.2% |
| South Street Advisors LLC | 1,934 | +34 | $266.6K | +$23.0K | 1.8% |
| Financial Security Advisor, Inc. | 2,264 | +5 | $312.1K | +$22.4K | 0.2% |
| HALL CAPITAL MANAGEMENT CO INC | 1,985 | +25 | $273.7K | +$22.3K | 1.3% |
| AdvisorNet Financial, Inc | 326 | +140 | $44.9K | +$21.1K | 75.3% |
| GHP Investment Advisors, Inc. | 1,308 | +59 | $180.3K | +$20.2K | 4.7% |
| North Star Investment Management Corp. | 1,426 | +50 | $196.6K | +$20.1K | 3.6% |
| Pallas Capital Advisors LLC | 1,801 | +18 | $248.3K | +$19.7K | 1.0% |
| MJT & Associates Financial Advisory Group, Inc. | 296 | +131 | $40.8K | +$19.6K | 79.4% |
| Post Resch Tallon Group Inc. | 1,689 | +24 | $232.9K | +$19.3K | 1.4% |
| Physician Wealth Advisors, Inc. | 1,566 | +24 | $215.9K | +$18.2K | 1.6% |
| MASECO LLP | 520 | +97 | $71.7K | +$17.4K | 22.9% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,646 | +11 | $226.9K | +$17.3K | 0.7% |
| Asset Dedication, LLC | 428 | +100 | $59.0K | +$16.9K | 30.5% |
| Verdence Capital Advisors LLC | 1,743 | +13 | $240.3K | +$16.9K | 0.8% |
| Bell Investment Advisors, Inc | 213 | +113 | $29.4K | +$16.5K | 113.0% |
| Larson Financial Group LLC | 1,440 | +20 | $198.5K | +$16.4K | 1.4% |
| IMA Advisory Services, Inc. | 710 | +70 | $97.9K | +$15.8K | 10.9% |
| BFSG, LLC | 750 | +55 | $103.4K | +$14.3K | 7.9% |
| Abound Wealth Management | 117 | +102 | $16.1K | +$14.2K | 680.0% |
| Triumph Capital Management | 676 | +59 | $93.2K | +$14.1K | 9.6% |
| BXM Wealth LLC | 42,817 | +37,639 | $676.3K | +$12.2K | 726.9% |
| Root Financial Partners, LLC | 916 | +17 | $126.3K | +$11.0K | 1.9% |
| WealthCollab, LLC | 692 | +25 | $95.4K | +$9.9K | 3.7% |
| City State Bank | 856 | +1 | $118.0K | +$8.4K | 0.1% |
| Financial Network Wealth Advisors LLC | 139 | +52 | $19.2K | +$8.0K | 59.8% |
| Frazier Financial Advisors, LLC | 242 | +42 | $33.3K | +$7.7K | 21.0% |
| United Financial Planning Group LLC | 473 | +23 | $65.2K | +$7.5K | 5.1% |
| Quaker Wealth Management, LLC | 381 | +29 | $52.5K | +$7.4K | 8.2% |
| Financial Management Professionals, Inc. | 548 | +12 | $75.6K | +$6.8K | 2.2% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 128 | +42 | $17.6K | +$6.6K | 48.8% |
| Park Place Capital Corp | 187 | +35 | $25.8K | +$6.3K | 23.0% |
| FINANCIAL CONSULATE, INC | 154 | +30 | $21.2K | +$5.3K | 24.2% |
| First Command Advisory Services, Inc. | 130 | +30 | $17.9K | +$5.1K | 30.0% |
| HRT FINANCIAL LP | 157,661 | +18,802 | $21.7K | +$3.9K | 13.5% |
| Janney Montgomery Scott LLC | 319,855 | +6,573 | $44.1K | +$3.9K | 2.1% |
| BESSEMER GROUP INC | 40,412 | +24,436 | $5.6K | +$3.5K | 152.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 339 | +2 | $46.7K | +$3.5K | 0.6% |
| Parkwood LLC | 147,260 | +14,294 | $20.3K | +$3.3K | 10.8% |
| HIGHLINE WEALTH PARTNERS LLC | 263 | +5 | $36.3K | +$3.2K | 1.9% |
| HANTZ FINANCIAL SERVICES, INC. | 56,470 | +15,490 | $7.8K | +$2.5K | 37.8% |
| Wealth Watch Advisors, INC | 142 | +9 | $19.6K | +$2.5K | 6.8% |
| TD Capital Management LLC | 33 | +12 | $4.5K | +$1.9K | 57.1% |
| INGALLS & SNYDER LLC | 132,826 | +969 | $18.3K | +$1.4K | 0.7% |
| Stone House Investment Management, LLC | 27 | +2 | $3.7K | +$513 | 8.0% |
| American Capital Advisory, LLC | 26 | +2 | $3.6K | +$507 | 8.3% |
| FOSTER & MOTLEY INC | 22,055 | +2,279 | $3.0K | +$505 | 11.5% |
| J.W. COLE ADVISORS, INC. | 10,577 | +64 | $1.3M | -$392 | 0.6% |
| Harel Insurance Investments & Financial Services Ltd. | 8,042 | +1,498 | $1.1K | +$270 | 22.9% |
| PEAPACK GLADSTONE FINANCIAL CORP | 24,279 | +62 | $3.3K | +$242 | 0.3% |
| TEALWOOD ASSET MANAGEMENT INC | 22,815 | +10 | $3.1K | +$221 | 0.0% |
| Beutel, Goodman & Co Ltd. | 18,655 | +215 | $2.6K | +$207 | 1.2% |
| NATURAL INVESTMENTS, LLC | 4,702 | +692 | $648 | +$134 | 17.3% |
| BEDDOW CAPITAL MANAGEMENT INC | 4,940 | +490 | $681 | +$110 | 11.0% |
| WEDBUSH SECURITIES INC | 5,134 | +260 | $708 | +$83 | 5.3% |
| VALLEY NATIONAL ADVISERS INC | 7,889 | +5 | $1.1K | +$77 | 0.1% |
| Daiwa Securities Group Inc. | 1,749 | +295 | $241 | +$55 | 20.3% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 3,080 | +61 | $424 | +$37 | 2.0% |
| HAZLETT, BURT & WATSON, INC. | 2,250 | +100 | $311 | +$35 | 4.7% |
| Smithfield Trust Co | 863 | +89 | $118 | +$19 | 11.5% |
| Wayfinding Financial, LLC | 1,826 | +4 | $251 | +$18 | 0.2% |
| GW&K Investment Management, LLC | 495 | +25 | $68 | +$8 | 5.3% |
| Coston, McIsaac & Partners | 206 | +36 | $28 | +$7 | 21.2% |