13F QoQ Ownership Changes
OKE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 230 new · 604 added · 708 reduced · 151 exited
New Positions(230)
Added To(604)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 11,365,304 | +3,596,089 | $835.3M | +$268.4M | 46.3% |
| UBS Group AG | 8,839,389 | +2,438,063 | $649.7M | +$182.6M | 38.1% |
| NORGES BANK | 7,685,265 | +2,925,117 | $564.9M | +$131.1M | 61.5% |
| BlackRock, Inc. | 57,158,685 | +1,379,161 | $4.20B | +$130.9M | 2.5% |
| DANSKE BANK A/S | 1,691,433 | +1,644,945 | $124.3M | +$120.9M | 3538.4% |
| BANK OF AMERICA CORP /DE/ | 5,232,285 | +950,965 | $384.6M | +$72.2M | 22.2% |
| VANGUARD GROUP INC | 77,603,334 | +380,744 | $5.70B | +$68.9M | 0.5% |
| STATE STREET CORP | 38,450,591 | +648,647 | $2.83B | +$67.7M | 1.7% |
| Caption Management, LLC | 1,115,700 | +875,797 | $82.0M | +$64.5M | 365.1% |
| GOLDMAN SACHS GROUP INC | 7,391,254 | +799,877 | $543.3M | +$62.3M | 12.1% |
| Holocene Advisors, LP | 893,623 | +806,719 | $65.7M | +$59.3M | 928.3% |
| Nuveen, LLC | 4,868,076 | +736,647 | $357.8M | +$56.3M | 17.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22,634,512 | +599,248 | $1.66B | +$55.7M | 2.7% |
| Sourcerock Group LLC | 1,340,760 | +698,417 | $98.5M | +$51.7M | 108.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 16,596,172 | +518,746 | $1.22B | +$46.8M | 3.2% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 5,781,533 | +491,950 | $424.9M | +$39.0M | 9.3% |
| Invesco Ltd. | 9,284,911 | +365,813 | $682.4M | +$31.6M | 4.1% |
| Jefferies Financial Group Inc. | 418,646 | +395,223 | $30.8M | +$29.1M | 1687.3% |
| Clearbridge Investments, LLC | 4,435,030 | +347,516 | $326.0M | +$27.7M | 8.5% |
| Aberdeen Group plc | 957,663 | +301,654 | $70.4M | +$23.1M | 46.0% |
| PRUDENTIAL PLC | 290,843 | +268,363 | $21.4M | +$19.7M | 1193.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,643,323 | +237,066 | $120.8M | +$18.2M | 16.9% |
| CAPITAL FUND MANAGEMENT S.A. | 938,300 | +236,700 | $69.0M | +$17.8M | 33.7% |
| Aventail Capital Group, LP | 600,273 | +229,209 | $44.1M | +$17.0M | 61.8% |
| IFM Investors Pty Ltd | 206,903 | +10,373 | $15.2K | -$14.5M | 5.3% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1,297,916 | +181,000 | $95.4M | +$13.9M | 16.2% |
| FMR LLC | 783,468 | +179,913 | $57.6M | +$13.5M | 29.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,547,639 | +163,561 | $187.3M | +$13.3M | 6.9% |
| Gotham Asset Management, LLC | 299,426 | +177,419 | $22.0M | +$13.1M | 145.4% |
| CIBC WORLD MARKET INC. | 421,042 | +172,587 | $30.9M | +$12.8M | 69.5% |
| FIRST TRUST ADVISORS LP | 1,835,543 | +160,984 | $134.9M | +$12.7M | 9.6% |
| Walleye Capital LLC | 491,884 | +163,607 | $36.2M | +$12.2M | 49.8% |
| CITIGROUP INC | 743,959 | +149,050 | $54.7M | +$11.3M | 25.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 227,606 | +151,185 | $16.7M | +$11.2M | 197.8% |
| Assenagon Asset Management S.A. | 734,671 | +147,220 | $54.0M | +$11.1M | 25.1% |
| BNP PARIBAS FINANCIAL MARKETS | 1,185,632 | +132,571 | $101.4M | +$10.4M | 12.6% |
| Forum Financial Management, LP | 154,564 | +141,445 | $11.4M | +$10.4M | 1078.2% |
| Quantinno Capital Management LP | 323,507 | +137,529 | $23.8M | +$10.2M | 73.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 241,282 | +133,408 | $17.7M | +$9.9M | 123.7% |
| AMERICAN CENTURY COMPANIES INC | 2,118,077 | +119,351 | $155.7M | +$9.8M | 6.0% |
| AQR CAPITAL MANAGEMENT LLC | 263,501 | +118,309 | $19.4M | +$8.8M | 81.5% |
| PEAK6 LLC | 183,425 | +123,025 | $13.5M | +$8.6M | 203.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,321,218 | +89,156 | $98.2M | +$8.3M | 7.2% |
| National Pension Service | 964,800 | +106,851 | $70.9M | +$8.3M | 12.4% |
| LPL Financial LLC | 1,631,171 | +87,556 | $119.9M | +$7.3M | 5.7% |
| JONES FINANCIAL COMPANIES LLLP | 632,314 | +98,029 | $46.5M | +$7.1M | 18.3% |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 3,631,025 | +68,993 | $266.9M | +$7.0M | 1.9% |
| Mitsubishi UFJ Trust & Banking Corp | 2,297,858 | +77,019 | $168.9M | +$6.9M | 3.5% |
| STIFEL FINANCIAL CORP | 882,366 | +87,929 | $64.9M | +$6.9M | 11.1% |
| Trexquant Investment LP | 247,417 | +90,770 | $18.2M | +$6.8M | 57.9% |
| JANUS HENDERSON GROUP PLC | 3,620,540 | +61,813 | $266.1M | +$6.4M | 1.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 776,943 | +74,898 | $57.1M | +$5.9M | 10.7% |
| Focus Partners Wealth | 624,685 | +69,070 | $45.9M | +$5.4M | 12.4% |
| BANK OF MONTREAL /CAN/ | 766,062 | +64,064 | $56.3M | +$5.1M | 9.1% |
| Point72 Asset Management, L.P. | 134,700 | +68,400 | $9.9M | +$5.1M | 103.2% |
| RAYMOND JAMES FINANCIAL INC | 1,866,314 | +55,367 | $137.2M | +$5.0M | 3.0% |
| Concurrent Investment Advisors, LLC | 147,386 | +67,346 | $10.8M | +$5.0M | 84.1% |
| CIBC Asset Management Inc | 165,135 | +62,423 | $12.1M | +$4.6M | 60.8% |
| Rockefeller Capital Management L.P. | 395,776 | +59,666 | $29.1M | +$4.6M | 17.8% |
| Raiffeisen Bank International AG | 73,607 | +51,046 | $5.4M | +$3.8M | 226.3% |
| State of Tennessee, Department of Treasury | 251,189 | +28,924 | $19.9M | +$3.7M | 13.0% |
| TD Asset Management Inc | 349,677 | +44,155 | $25.7M | +$3.4M | 14.4% |
| Recurrent Investment Advisors LLC | 1,152,806 | +37,410 | $84.7M | +$3.3M | 3.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 807,387 | +30,125 | $59.1M | +$3.3M | 3.9% |
| D. E. Shaw & Co., Inc. | 70,000 | +41,870 | $5.1M | +$3.1M | 148.8% |
| NEOS Investment Management LLC | 120,639 | +41,288 | $8.9M | +$3.1M | 52.0% |
| AVIVA PLC | 715,069 | +36,561 | $52.6M | +$3.0M | 5.4% |
| Verity & Verity, LLC | 306,071 | +38,637 | $22.5M | +$3.0M | 14.4% |
| Creative Planning | 314,691 | +37,425 | $23.1M | +$2.9M | 13.5% |
| Jackson Hole Capital Partners, LLC | 126,287 | +38,687 | $9.3M | +$2.9M | 44.2% |
| MML INVESTORS SERVICES, LLC | 70,833 | +37,474 | $5.2M | +$2.8M | 112.3% |
| Columbus Macro, LLC | 190,310 | +35,075 | $14.0M | +$2.7M | 22.6% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 143,296 | +25,400 | $10.5M | +$2.6M | 21.5% |
| NewEdge Advisors, LLC | 170,095 | +34,518 | $12.5M | +$2.6M | 25.5% |
| NOMURA HOLDINGS INC | 58,000 | +34,234 | $4.3M | +$2.5M | 144.0% |
| Mariner, LLC | 361,060 | +30,415 | $26.5M | +$2.4M | 9.2% |
| Rakuten Investment Management, Inc. | 82,797 | +55,659 | $6.1M | +$2.4M | 205.1% |
| MILLER HOWARD INVESTMENTS INC /NY | 283,212 | +30,612 | $20.8M | +$2.4M | 12.1% |
| Cetera Investment Advisers | 919,941 | +24,675 | $67.6M | +$2.3M | 2.8% |
| PRINCIPAL FINANCIAL GROUP INC | 801,771 | +25,318 | $58.9M | +$2.3M | 3.3% |
| Castle Rock Wealth Management, LLC | 36,216 | +28,343 | $2.8M | +$2.2M | 360.0% |
| INTACT INVESTMENT MANAGEMENT INC. | 80,500 | +29,000 | $5.9M | +$2.2M | 56.3% |
| OPPENHEIMER & CO INC | 83,692 | +28,399 | $6.2M | +$2.1M | 51.4% |
| Advisors Capital Management, LLC | 782,192 | +22,951 | $57.5M | +$2.1M | 3.0% |
| Allspring Global Investments Holdings, LLC | 419,479 | +18,631 | $31.2M | +$1.9M | 4.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 160,939 | +25,112 | $11.8M | +$1.9M | 18.5% |
| WESTWOOD HOLDINGS GROUP INC | 1,770,938 | +13,307 | $130.2M | +$1.9M | 0.8% |
| Federation des caisses Desjardins du Quebec | 144,100 | +24,820 | $10.6M | +$1.9M | 20.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 275,868 | +31,967 | $19.6M | +$1.9M | 13.1% |
| Woodline Partners LP | 107,368 | +24,140 | $7.9M | +$1.8M | 29.0% |
| Royal Fund Management, LLC | 80,383 | +23,281 | $5.9M | +$1.7M | 40.8% |
| ALLSTATE CORP | 46,445 | +23,410 | $3.4M | +$1.7M | 101.6% |
| INTEGRITY ALLIANCE, LLC. | 32,018 | +22,975 | $2.4M | +$1.7M | 254.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 111,556 | +21,785 | $8.2M | +$1.6M | 24.3% |
| California Public Employees Retirement System | 1,105,184 | +14,363 | $81.2M | +$1.6M | 1.3% |
| FRANKLIN RESOURCES INC | 689,240 | +16,756 | $50.7M | +$1.6M | 2.5% |
| Pacer Advisors, Inc. | 129,728 | +20,302 | $9.5M | +$1.6M | 18.6% |
| Cambridge Financial Group, Inc. | 113,695 | +19,806 | $8.4M | +$1.5M | 21.1% |
| CAPITAL ADVISORS INC/OK | 109,917 | +19,690 | $8.1M | +$1.5M | 21.8% |
| Volterra Technologies LP | 38,400 | +20,200 | $2.8M | +$1.5M | 111.0% |
| TECTONIC ADVISORS LLC | 206,282 | +17,440 | $15.2M | +$1.4M | 9.2% |
| ALPS ADVISORS INC | 667,888 | +13,726 | $49.1M | +$1.4M | 2.1% |
| ABN AMRO INVESTMENT SOLUTIONS | 81,822 | +17,394 | $6.0M | +$1.3M | 27.0% |
| SEI INVESTMENTS CO | 189,212 | +16,570 | $13.9M | +$1.3M | 9.6% |
| Allen Capital Group, LLC | 44,659 | +17,584 | $3.3M | +$1.3M | 64.9% |
| Russell Investments Group, Ltd. | 1,240,714 | +8,703 | $91.2M | +$1.3M | 0.7% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 113,236 | +16,846 | $8.3M | +$1.3M | 17.5% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 104,460 | +16,793 | $7.7M | +$1.3M | 19.1% |
| CAPITAL MANAGEMENT CORP /VA | 243,992 | +15,110 | $17.9M | +$1.2M | 6.6% |
| Steward Partners Investment Advisory, LLC | 117,447 | +15,554 | $8.6M | +$1.2M | 15.3% |
| SFE Investment Counsel | 206,515 | +14,888 | $15.2M | +$1.2M | 7.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 826,335 | +10,231 | $60.7M | +$1.2M | 1.3% |
| Garner Asset Management Corp | 41,913 | +16,054 | $3.1M | +$1.2M | 62.1% |
| ProShare Advisors LLC | 214,027 | +14,200 | $15.7M | +$1.1M | 7.1% |
| Varma Mutual Pension Insurance Co | 181,662 | +14,100 | $13.4M | +$1.1M | 8.4% |
| Ignite Planners, LLC | 17,846 | +13,258 | $1.4M | +$1.1M | 289.0% |
| BENJAMIN EDWARDS INC | 276,920 | +12,477 | $20.4M | +$1.1M | 4.7% |
| Candriam S.C.A. | 62,293 | +13,883 | $4.6M | +$1.0M | 28.7% |
| Maryland State Retirement & Pension System | 624,177 | +9,504 | $45.9M | +$1.0M | 1.5% |
| MUFG Securities EMEA plc | 25,847 | +13,793 | $1.9M | +$1.0M | 114.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 60,557 | +18,132 | $4.5M | +$1.0M | 42.7% |
| Investment Management Corp of Ontario | 59,046 | +13,332 | $4.3M | +$1.0M | 29.2% |
| Howard Capital Management Inc. | 17,268 | +12,922 | $1.3M | +$952.0K | 297.3% |
| Avior Wealth Management, LLC | 50,923 | +12,628 | $3.7M | +$948.4K | 33.0% |
| WELLS FARGO & COMPANY/MN | 1,454,804 | +2,336 | $106.9M | +$941.5K | 0.2% |
| DARK FOREST CAPITAL MANAGEMENT LP | 32,107 | +12,611 | $2.4M | +$937.2K | 64.7% |
| Parallax Volatility Advisers, L.P. | 101,520 | +12,028 | $7.5M | +$931.5K | 13.4% |
| Vise Technologies, Inc. | 24,814 | +12,442 | $1.8M | +$921.1K | 100.6% |
| AE Wealth Management LLC | 201,150 | +10,890 | $14.8M | +$900.9K | 5.7% |
| Voya Investment Management LLC | 302,612 | +10,115 | $22.2M | +$898.5K | 3.5% |
| Farther Finance Advisors, LLC | 33,901 | +11,819 | $2.5M | +$880.4K | 53.5% |
| Cerity Partners LLC | 84,408 | +11,347 | $6.2M | +$872.9K | 15.5% |
| WBI INVESTMENTS, LLC | 47,359 | +11,591 | $3.5M | +$870.9K | 32.4% |
| &PARTNERS | 127,451 | +10,700 | $9.4M | +$862.7K | 9.2% |
| Harvest Portfolios Group Inc. | 133,741 | +10,848 | $9.8M | +$862.5K | 8.8% |
| BENEDICT FINANCIAL ADVISORS INC | 26,216 | +11,438 | $1.9M | +$848.5K | 77.4% |
| Pathstone Holdings, LLC | 122,098 | +10,378 | $9.0M | +$822.0K | 9.3% |
| Advisors Asset Management, Inc. | 130,012 | +10,026 | $9.6M | +$800.5K | 8.3% |
| Americana Partners, LLC | 280,018 | +8,843 | $20.6M | +$793.7K | 3.3% |
| AlphaCore Capital LLC | 13,633 | +10,723 | $1.0M | +$789.7K | 368.5% |
| CRAWFORD INVESTMENT COUNSEL INC | 292,135 | +8,362 | $21.5M | +$765.0K | 2.9% |
| M&T Bank Corp | 143,525 | +9,399 | $10.5M | +$763.1K | 7.0% |
| Vanguard Personalized Indexing Management, LLC | 68,859 | +10,018 | $5.1M | +$760.5K | 17.0% |
| Regal Investment Advisors LLC | 13,823 | +10,200 | $1.0M | +$751.6K | 281.5% |
| Baird Financial Group, Inc. | 39,744 | +9,733 | $2.9M | +$731.3K | 32.4% |
| Texas Yale Capital Corp. | 124,548 | +9,025 | $9.2M | +$724.6K | 7.8% |
| Uniplan Investment Counsel, Inc. | 53,229 | +9,392 | $3.9M | +$713.8K | 21.4% |
| Corient Private Wealth LLC | 353,109 | +137,772 | $14.7M | -$700.5K | 64.0% |
| Tidal Investments LLC | 51,570 | +9,217 | $3.8M | +$699.9K | 21.8% |
| Meixler Investment Management, Ltd. | 40,870 | +9,228 | $3.0M | +$695.0K | 29.2% |
| NISA INVESTMENT ADVISORS, LLC | 191,144 | +8,066 | $14.0M | +$689.9K | 4.4% |
| Blackston Financial Advisory Group, LLC | 11,078 | +7,489 | $939.7K | +$677.8K | 208.7% |
| DNB Asset Management AS | 133,414 | +8,184 | $9.8M | +$667.9K | 6.5% |
| U.S. Capital Wealth Advisors, LLC | 114,582 | +8,083 | $8.4M | +$650.6K | 7.6% |
| SMITH, MOORE & CO. | 27,739 | +8,645 | $2.0M | +$645.5K | 45.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 221,727 | +7,122 | $16.3M | +$637.2K | 3.3% |
| Arvest Bank Trust Division | 36,715 | +8,223 | $2.7M | +$619.5K | 28.9% |
| Foundations Investment Advisors, LLC | 23,570 | +8,162 | $1.7M | +$608.1K | 53.0% |
| GUGGENHEIM CAPITAL LLC | 68,786 | +7,805 | $5.1M | +$606.0K | 12.8% |
| D.A. DAVIDSON & CO. | 108,902 | +7,345 | $8.0M | +$593.7K | 7.2% |
| Wealthspire Advisors, LLC | 29,075 | +7,315 | $2.1M | +$549.2K | 33.6% |
| Wealthfront Advisers LLC | 89,499 | +6,799 | $6.6M | +$543.6K | 8.2% |
| KINGSWOOD WEALTH ADVISORS, LLC | 17,275 | +7,191 | $1.3M | +$533.9K | 71.3% |
| One Capital Management, LLC | 12,959 | +7,141 | $952.5K | +$527.9K | 122.7% |
| Czech National Bank | 165,919 | +5,975 | $12.2M | +$523.9K | 3.7% |
| Hodges Capital Management Inc. | 156,497 | +5,906 | $11.5M | +$513.9K | 3.9% |
| CASCADE INVESTMENT GROUP, INC. | 12,979 | +6,737 | $954.0K | +$498.5K | 107.9% |
| Foster Victor Wealth Advisors, LLC | 242,200 | +1,702 | $18.0M | +$489.8K | 0.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 70,653 | +6,168 | $5.2M | +$487.5K | 9.6% |
| Savant Capital, LLC | 17,069 | +6,489 | $1.3M | +$482.5K | 61.3% |
| Penobscot Investment Management Company, Inc. | 49,247 | +6,245 | $3.6M | +$481.8K | 14.5% |
| Avantax Planning Partners, Inc. | 45,466 | +6,273 | $3.3M | +$481.8K | 16.0% |
| MGO ONE SEVEN LLC | 50,515 | +6,170 | $3.7M | +$477.0K | 13.9% |
| Turtle Creek Wealth Advisors, LLC | 22,836 | +6,258 | $1.7M | +$468.7K | 37.7% |
| XPONANCE, INC. | 91,856 | +5,673 | $6.8M | +$462.6K | 6.6% |
| Mirae Asset Global Investments Co., Ltd. | 671,115 | +1,233 | $49.3M | +$445.7K | 0.2% |
| Ascent Group, LLC | 14,067 | +5,886 | $1.0M | +$437.0K | 71.9% |
| Canada Post Corp Registered Pension Plan | 16,974 | +5,840 | $1.2M | +$433.7K | 52.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 87,568 | +5,323 | $6.4M | +$413.0K | 6.5% |
| SENTINEL WEALTH MANAGEMENT, INC. | 9,904 | +4,952 | $768.3K | +$406.9K | 100.0% |
| Hardman Johnston Global Advisors LLC | 10,863 | +5,494 | $798.4K | +$406.7K | 102.3% |
| TCTC Holdings, LLC | 61,412 | +5,105 | $4.5M | +$405.0K | 9.1% |
| Private Advisor Group, LLC | 57,062 | +5,079 | $4.2M | +$400.8K | 9.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 218,117 | +3,849 | $16.0M | +$396.4K | 1.8% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 133,810 | +4,432 | $9.8M | +$394.3K | 3.4% |
| COMMERCE BANK | 161,276 | +4,113 | $11.9M | +$385.6K | 2.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 33,719 | +5,018 | $2.5M | +$384.0K | 17.5% |
| Diversified Trust Co | 10,871 | +5,183 | $799.0K | +$384.0K | 91.1% |
| ARVEST INVESTMENTS, INC. | 22,433 | +4,960 | $1.6M | +$373.8K | 28.4% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 7,925 | +5,021 | $582.5K | +$370.6K | 172.9% |
| Crossmark Global Holdings, Inc. | 32,449 | +4,771 | $2.4M | +$365.3K | 17.2% |
| Independent Advisor Alliance | 28,302 | +4,625 | $2.1M | +$352.5K | 19.5% |
| RKL Wealth Management LLC | 20,468 | +4,658 | $1.5M | +$350.7K | 29.5% |
| Versor Investments LP | 21,690 | +4,598 | $1.6M | +$347.0K | 26.9% |
| SFMG, LLC | 14,205 | +4,635 | $1.0M | +$345.8K | 48.4% |
| Aaron Wealth Advisors LLC | 10,315 | +4,606 | $758.2K | +$341.6K | 80.7% |
| Walleye Trading LLC | 143,700 | +3,553 | $10.6M | +$335.4K | 2.5% |
| Atria Investments, Inc | 40,365 | +4,280 | $3.0M | +$333.7K | 11.9% |
| Trust Investment Advisors | 25,400 | +4,334 | $1.9M | +$329.7K | 20.6% |
| NewEdge Wealth, LLC | 16,559 | +3,113 | $1.2M | +$326.1K | 23.1% |
| FIRST MANHATTAN CO. LLC. | 14,324 | +4,333 | $1.1M | +$323.8K | 43.4% |
| Strategic Financial Concepts, LLC | 7,646 | +4,225 | $562.0K | +$318.1K | 123.5% |
| Trajan Wealth LLC | 61,642 | +3,808 | $4.5M | +$310.5K | 6.6% |
| Socorro Asset Management LP | 88,088 | +3,544 | $6.5M | +$305.3K | 4.2% |
| Wealth Quarterback LLC | 11,713 | +4,091 | $860.9K | +$304.8K | 53.7% |
| Waverly Advisors, LLC | 17,856 | +4,044 | $1.3M | +$304.6K | 29.3% |
| Caprock Group, LLC | 34,428 | +5,156 | $2.5M | +$294.7K | 17.6% |
| WHITTIER TRUST CO OF NEVADA INC | 4,147 | +4,135 | $293.9K | +$293.0K | 34458.3% |
| RWA WEALTH PARTNERS, LLC | 41,035 | +3,701 | $3.0M | +$291.8K | 9.9% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12,966 | +3,809 | $953.0K | +$284.8K | 41.6% |
| Summit Trail Advisors, LLC | 30,302 | +3,671 | $2.2M | +$283.9K | 13.8% |
| Mechanics Financial Corp | 4,639 | +3,851 | $341.0K | +$283.5K | 488.7% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 11,276 | +2,005 | $922.8K | +$282.2K | 21.6% |
| Advisory Services Network, LLC | 62,989 | +3,404 | $4.6M | +$281.8K | 5.7% |
| Henrickson Nauta Wealth Advisors, Inc. | 8,173 | +4,086 | $579.2K | +$280.9K | 100.0% |
| COWA, LLC | 53,176 | +3,306 | $3.9M | +$269.5K | 6.6% |
| KENNEDY CAPITAL MANAGEMENT LLC | 40,133 | +3,369 | $2.9M | +$267.1K | 9.2% |
| Moors & Cabot, Inc. | 90,516 | +2,892 | $6.7M | +$259.0K | 3.3% |
| Buckley Wealth Management, LLC | 18,629 | +3,395 | $1.4M | +$257.6K | 22.3% |
| Korea Investment CORP | 416,618 | +474 | $30.6M | +$255.4K | 0.1% |
| RDA Financial Network | 9,996 | +3,382 | $734.7K | +$252.1K | 51.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 74,160 | +4,356 | $5.5M | -$247.3K | 6.2% |
| TT Capital Management LLC | 12,740 | +3,290 | $936.4K | +$246.8K | 34.8% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 61,944 | +2,860 | $4.6M | +$241.5K | 4.8% |
| Diversify Advisory Services, LLC | 17,780 | +1,204 | $1.3M | +$239.4K | 7.3% |
| FLOYD FINANCIAL GROUP LLC | 11,851 | +373 | $1.0M | +$236.4K | 3.2% |
| Miramar Capital, LLC | 214,611 | +1,615 | $15.8M | +$231.6K | 0.8% |
| VICTORY CAPITAL MANAGEMENT INC | 421,484 | +66 | $31.0M | +$228.2K | 0.0% |
| RFG Advisory, LLC | 30,523 | +2,856 | $2.2M | +$224.6K | 10.3% |
| Merit Financial Group, LLC | 22,122 | +2,914 | $1.6M | +$224.4K | 15.2% |
| Prosperity Consulting Group, LLC | 60,661 | +2,623 | $4.5M | +$223.6K | 4.5% |
| Orion Porfolio Solutions, LLC | 48,461 | +2,685 | $3.6M | +$221.6K | 5.9% |
| Scissortail Wealth Management, LLC | 18,771 | +2,787 | $1.4M | +$213.3K | 17.4% |
| J.W. COLE ADVISORS, INC. | 16,017 | +269 | $939.8K | -$209.3K | 1.7% |
| Chesley Taft & Associates LLC | 58,139 | +2,377 | $4.3M | +$204.3K | 4.3% |
| Sowell Financial Services LLC | 104,061 | +2,042 | $7.6M | +$204.1K | 2.0% |
| AMERICAN NATIONAL BANK & TRUST | 4,998 | +2,728 | $367.4K | +$201.7K | 120.2% |
| KLP KAPITALFORVALTNING AS | 252,847 | +900 | $18.6M | +$199.7K | 0.3% |
| Global Retirement Partners, LLC | 48,914 | +2,368 | $3.6M | +$198.7K | 5.1% |
| Crestwood Advisors Group, LLC | 8,931 | +2,643 | $656.4K | +$197.6K | 42.0% |
| MONARCH CAPITAL MANAGEMENT INC | 21,841 | +2,540 | $1.6M | +$196.9K | 13.2% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 23,917 | +2,469 | $1.8M | +$192.8K | 11.5% |
| Sky Investment Group LLC | 11,240 | +2,455 | $826.1K | +$185.1K | 27.9% |
| LEGACY FINANCIAL GROUP, INC. | 50,057 | +2,159 | $3.7M | +$184.1K | 4.5% |
| apricus wealth, LLC | 47,250 | +2,164 | $3.5M | +$182.9K | 4.8% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,829 | +2,470 | $208.1K | +$181.9K | 688.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,429 | +2,253 | $2.2M | +$180.5K | 8.0% |
| Sage Mountain Advisors LLC | 7,916 | +2,356 | $581.9K | +$176.1K | 42.4% |
| HARVEY CAPITAL MANAGEMENT INC | 68,870 | +1,900 | $5.1M | +$175.1K | 2.8% |
| ORG Wealth Partners, LLC | 8,337 | +2,333 | $612.8K | +$174.7K | 38.9% |
| Fort Sheridan Advisors LLC | 269,621 | +430 | $19.8M | +$174.2K | 0.1% |
| Horizon Investments, LLC | 47,705 | +1,315 | $3.5M | +$173.2K | 2.8% |
| Hilltop National Bank | 15,419 | +2,250 | $1.1M | +$172.4K | 17.1% |
| Vontobel Holding Ltd. | 26,069 | +2,151 | $1.9M | +$170.8K | 9.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 94,967 | +1,643 | $7.0M | +$170.2K | 1.8% |
| Larson Financial Group LLC | 44,557 | +1,963 | $3.3M | +$166.9K | 4.6% |
| CAPTRUST FINANCIAL ADVISORS | 109,977 | +1,440 | $8.1M | +$163.3K | 1.3% |
| NBC SECURITIES, INC. | 6,492 | +2,186 | $477.3K | +$163.1K | 50.8% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 79,832 | +1,642 | $5.9M | +$162.1K | 2.1% |
| Benson Investment Management Company, Inc. | 75,530 | +1,655 | $5.6M | +$160.8K | 2.2% |
| MJT & Associates Financial Advisory Group, Inc. | 4,800 | +2,099 | $352.8K | +$155.7K | 77.7% |
| Citizens National Bank Trust Department | 7,264 | +2,043 | $533.9K | +$152.9K | 39.1% |
| BROWN BROTHERS HARRIMAN & CO | 10,816 | +2,009 | $795.0K | +$152.3K | 22.8% |
| LMG Wealth Partners, LLC | 8,754 | +2,000 | $643.4K | +$150.6K | 29.6% |
| Generali Asset Management SPA SGR | 68,145 | +1,558 | $5.0M | +$149.8K | 2.3% |
| Trust Co | 2,320 | +2,030 | $170.5K | +$149.4K | 700.0% |
| Capital Square, LLC | 4,965 | +1,993 | $364.9K | +$148.1K | 67.0% |
| B. Metzler seel. Sohn & Co. AG | 71,362 | +1,422 | $5.2M | +$145.5K | 2.0% |
| Ethic Inc. | 70,678 | +1,451 | $5.2M | +$143.3K | 2.1% |
| Pettinga Financial Advisors LLC | 4,792 | +1,917 | $352.2K | +$142.4K | 66.7% |
| Jacobi Capital Management LLC | 11,871 | +1,865 | $872.5K | +$142.3K | 18.6% |
| TD PRIVATE CLIENT WEALTH LLC | 4,626 | +1,902 | $340.0K | +$141.2K | 69.8% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 12,267 | +1,846 | $901.6K | +$141.2K | 17.7% |
| Midwest Financial Group LLC | 35,397 | +1,672 | $2.6M | +$140.7K | 5.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 6,592 | +1,874 | $484.5K | +$140.3K | 39.7% |
| Heritage Trust Co | 62,506 | +1,456 | $4.6M | +$139.4K | 2.4% |
| CITIZENS FINANCIAL GROUP INC/RI | 85,007 | +1,273 | $6.2M | +$138.0K | 1.5% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,354 | +1,815 | $614.0K | +$136.8K | 27.8% |
| World Investment Advisors | 20,615 | +9,083 | $977.5K | +$136.1K | 78.8% |
| WP Advisors, LLC | 40,241 | +1,564 | $3.0M | +$135.5K | 4.0% |
| Curi Capital, LLC | 33,664 | +1,586 | $2.5M | +$133.6K | 4.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 41,171 | +1,507 | $3.0M | +$131.8K | 3.8% |
| Gilman Hill Asset Management, LLC | 4,566 | +1,767 | $335.6K | +$131.3K | 63.1% |
| GAMMA Investing LLC | 10,959 | +1,686 | $805.5K | +$128.8K | 18.2% |
| Wellington Shields & Co., LLC | 18,886 | +1,566 | $1.4M | +$124.3K | 9.0% |
| PINNACLE ASSOCIATES LTD | 7,512 | +1,624 | $552.1K | +$122.5K | 27.6% |
| Alan B Lancz & Associates, Inc. | 8,162 | +1,600 | $599.9K | +$121.1K | 24.4% |
| Granite Group Advisors, LLC | 7,247 | +1,600 | $532.7K | +$120.6K | 28.3% |
| Intrua Financial, LLC | 12,214 | +1,538 | $897.7K | +$118.7K | 14.4% |
| US BANCORP \DE\ | 80,907 | +1,031 | $5.9M | +$118.1K | 1.3% |
| Lido Advisors, LLC | 40,009 | +1,544 | $2.9M | +$117.6K | 4.0% |
| Wealth Management Associates, Inc. | 6,665 | +1,555 | $489.9K | +$117.0K | 30.4% |
| PRINCIPAL SECURITIES, INC. | 4,606 | +1,541 | $338.5K | +$114.8K | 50.3% |
| Bleakley Financial Group, LLC | 13,155 | +1,451 | $966.9K | +$112.9K | 12.4% |
| Brookstone Capital Management | 60,232 | +1,083 | $4.4M | +$110.9K | 1.8% |
| MARINO, STRAM & ASSOCIATES LLC | 10,068 | +1,428 | $740.0K | +$109.5K | 16.5% |
| QRG CAPITAL MANAGEMENT, INC. | 9,093 | +1,434 | $668.3K | +$109.5K | 18.7% |
| Lombard Odier Asset Management (Switzerland) SA | 13,472 | +1,400 | $990.2K | +$109.3K | 11.6% |
| Sprinkle Financial Consultants LLC | 117,965 | +635 | $8.7M | +$108.9K | 0.5% |
| Sigma Planning Corp | 16,313 | +1,370 | $1.2M | +$108.7K | 9.2% |
| SIGNATUREFD, LLC | 9,104 | +1,419 | $669.1K | +$108.4K | 18.5% |
| WealthTrust Axiom LLC | 21,050 | +1,262 | $1.5M | +$103.2K | 6.4% |
| Archer Investment Corp | 14,850 | +1,300 | $1.1M | +$102.7K | 9.6% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2,738 | +1,350 | $201.2K | +$100.0K | 97.3% |
| WEALTH ALLIANCE, LLC | 4,110 | +1,335 | $302.1K | +$99.6K | 48.1% |
| Perigon Wealth Management, LLC | 13,108 | +1,261 | $963.5K | +$99.0K | 10.6% |
| Arkadios Wealth Advisors | 22,502 | +1,148 | $1.7M | +$95.7K | 5.4% |
| HBK Sorce Advisory LLC | 4,688 | +503 | $383.7K | +$95.3K | 12.0% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 19,141 | +1,157 | $1.4M | +$94.5K | 6.4% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 4,696 | +1,261 | $345.2K | +$94.5K | 36.7% |
| Apollon Wealth Management, LLC | 46,738 | +950 | $3.4M | +$94.1K | 2.1% |
| AlTi Global, Inc. | 4,196 | +1,245 | $308.4K | +$93.1K | 42.2% |
| Northside Capital Management, LLC | 16,613 | +1,136 | $1.2M | +$91.7K | 7.3% |
| J. Safra Sarasin Holding AG | 8,704 | +1,175 | $639.7K | +$90.4K | 15.6% |
| Elevated Capital Advisors, LLC | 11,731 | +1,150 | $862.2K | +$90.1K | 10.9% |
| Parkside Financial Bank & Trust | 5,418 | +1,161 | $398.2K | +$87.6K | 27.3% |
| CARRET ASSET MANAGEMENT, LLC | 33,152 | +938 | $2.4M | +$86.0K | 2.9% |
| Csenge Advisory Group | 9,168 | +1,105 | $673.9K | +$85.5K | 13.7% |
| MKT Advisors LLC | 10,009 | +1,073 | $737.2K | +$85.0K | 12.0% |
| OLD NATIONAL BANCORP /IN/ | 4,625 | +1,121 | $339.9K | +$84.3K | 32.0% |
| Trivium Point Advisory, LLC | 9,791 | +1,075 | $719.6K | +$83.6K | 12.3% |
| Uniting Wealth Partners, LLC | 5,912 | +1,100 | $434.5K | +$83.4K | 22.9% |
| Sippican Capital Advisors | 4,626 | +1,100 | $340.0K | +$82.7K | 31.2% |
| HUNTINGTON NATIONAL BANK | 17,762 | +999 | $1.3M | +$82.3K | 6.0% |
| Robertson Stephens Wealth Management, LLC | 4,837 | +1,029 | $355.5K | +$77.7K | 27.0% |
| Linden Thomas Advisory Services, LLC | 26,985 | +867 | $2.0M | +$77.6K | 3.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 19,360 | +917 | $1.4M | +$77.2K | 5.0% |
| DAVIS R M INC | 5,710 | +1,000 | $419.7K | +$76.0K | 21.2% |
| Kingsview Wealth Management, LLC | 37,489 | +767 | $2.8M | +$75.9K | 2.1% |
| First Dallas Securities Inc. | 73,613 | +500 | $5.4M | +$75.5K | 0.7% |
| SHEETS SMITH WEALTH MANAGEMENT | 23,510 | +854 | $1.7M | +$74.8K | 3.8% |
| Diversified Enterprises, LLC | 4,041 | +988 | $297.0K | +$74.2K | 32.4% |
| Oxler Private Wealth LLC | 46,313 | +680 | $3.4M | +$74.1K | 1.5% |
| GREENLEAF TRUST | 9,119 | +945 | $670.2K | +$73.8K | 11.6% |
| CHOREO, LLC | 13,426 | +854 | $991.1K | +$73.7K | 6.8% |
| Triumph Capital Management | 2,251 | +988 | $165.4K | +$73.3K | 78.2% |
| Mystic Asset Management, Inc. | 10,023 | +930 | $736.7K | +$73.2K | 10.2% |
| Norinchukin Bank, The | 30,484 | +766 | $2.2M | +$72.1K | 2.6% |
| Turning Point Benefit Group, Inc. | 3,500 | +962 | $257.3K | +$72.0K | 37.9% |
| TD Waterhouse Canada Inc. | 1,311 | +957 | $96.4K | +$70.6K | 270.3% |
| Geneos Wealth Management Inc. | 50,825 | +592 | $3.7M | +$70.1K | 1.2% |
| Gateway Wealth Partners, LLC | 6,434 | +910 | $472.9K | +$69.8K | 16.5% |
| Versant Capital Management, Inc | 1,239 | +941 | $91.1K | +$69.3K | 315.8% |
| Ameritas Investment Partners, Inc. | 8,401 | +881 | $617.5K | +$68.7K | 11.7% |
| Belpointe Asset Management LLC | 12,875 | +823 | $946.3K | +$66.9K | 6.8% |
| Aptus Capital Advisors, LLC | 6,090 | +849 | $447.6K | +$65.1K | 16.2% |
| BankPlus Trust Department | 33,609 | +624 | $2.5M | +$63.3K | 1.9% |
| Kathmere Capital Management, LLC | 4,820 | +814 | $354.3K | +$62.0K | 20.3% |
| Cascade Financial Partners, LLC | 4,547 | +800 | $334.2K | +$60.8K | 21.4% |
| KDT Advisors, LLC | 3,765 | +775 | $276.7K | +$58.5K | 25.9% |
| VERUS CAPITAL PARTNERS, LLC | 8,677 | +736 | $637.8K | +$58.3K | 9.3% |
| Welch Group, LLC | 14,737 | +668 | $1.1M | +$56.6K | 4.7% |
| Avidian Wealth Enterprises, LLC | 12,004 | +684 | $882.3K | +$56.3K | 6.0% |
| EXENCIAL WEALTH ADVISORS, LLC | 51,521 | +393 | $3.8M | +$56.0K | 0.8% |
| CULLEN INVESTMENT GROUP, LTD. | 14,684 | +800 | $1.1M | +$55.6K | 5.8% |
| Veracity Capital LLC | 27,294 | +561 | $2.0M | +$55.4K | 2.1% |
| Waterloo Capital, L.P. | 31,501 | +529 | $2.3M | +$55.3K | 1.7% |
| Ashton Thomas Private Wealth, LLC | 24,358 | +576 | $1.8M | +$54.9K | 2.4% |
| ANGELES WEALTH MANAGEMENT, LLC | 3,479 | +712 | $255.7K | +$53.8K | 25.7% |
| RICHARDSON FINANCIAL SERVICES INC. | 890 | +730 | $65.4K | +$53.7K | 456.3% |
| Advisory Alpha, LLC | 7,981 | +622 | $586.7K | +$53.3K | 8.4% |
| Sunbelt Securities, Inc. | 14,354 | +617 | $1.1M | +$52.7K | 4.5% |
| V-Square Quantitative Management LLC | 13,908 | +614 | $1.0M | +$52.2K | 4.6% |
| ROMAN BUTLER FULLERTON & CO | 3,295 | +209 | $258.9K | +$51.5K | 6.8% |
| Cannon Advisors, Inc. | 3,805 | +367 | $288.6K | +$48.8K | 10.7% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 27,659 | +464 | $2.0M | +$48.5K | 1.7% |
| MARINER INVESTMENT GROUP LLC | 100,000 | +50,000 | $127.5K | -$47.5K | 100.0% |
| SCS Capital Management LLC | 13,670 | +532 | $1.0M | +$46.1K | 4.0% |
| Associated Banc-Corp | 19,546 | +488 | $1.4M | +$46.0K | 2.6% |
| CALDWELL SUTTER CAPITAL, INC. | 8,178 | +565 | $601.0K | +$45.5K | 7.4% |
| Coppell Advisory Solutions LLC | 6,174 | +549 | $455.8K | +$44.6K | 9.8% |
| SYON CAPITAL LLC | 13,064 | +514 | $960.2K | +$44.4K | 4.1% |
| DUDLEY CAPITAL MANAGEMENT, LLC | 18,742 | +449 | $1.4M | +$42.7K | 2.5% |
| Emerald Advisors, LLC | 7,481 | +511 | $549.9K | +$41.3K | 7.3% |
| Total Clarity Wealth Management, Inc. | 16,575 | +439 | $1.2M | +$40.9K | 2.7% |
| WEDGEWOOD INVESTORS INC /PA/ | 7,950 | +500 | $584.3K | +$40.7K | 6.7% |
| TIAA TRUST, NATIONAL ASSOCIATION | 6,491 | +510 | $477.1K | +$40.7K | 8.5% |
| Bridgewater Advisors Inc. | 3,836 | +127 | $245.2K | +$40.6K | 3.4% |
| Groupe la Francaise | 5,374 | +517 | $395.0K | +$40.6K | 10.6% |
| Cornerstone Wealth Management, LLC | 19,326 | +415 | $1.4M | +$40.5K | 2.2% |
| SVB WEALTH LLC | 10,373 | +459 | $762.4K | +$39.0K | 4.6% |
| SJS Investment Consulting Inc. | 1,437 | +519 | $105.6K | +$38.6K | 56.5% |
| CERTIOR FINANCIAL GROUP, LLC | 5,471 | +480 | $402.1K | +$37.9K | 9.6% |
| CIDEL ASSET MANAGEMENT INC | 3,643 | +485 | $267.8K | +$37.3K | 15.3% |
| UMB Bank, n.a. | 8,320 | +451 | $611.5K | +$37.3K | 5.7% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 21,091 | +356 | $1.6M | +$37.2K | 1.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 583,519 | +483,236 | $42.9K | +$35.6K | 481.9% |
| FINANCIAL CONSULATE, INC | 871 | +471 | $64.0K | +$34.8K | 117.8% |
| Pure Financial Advisors, LLC | 6,810 | +428 | $500.5K | +$34.8K | 6.7% |
| Prestige Wealth Management Group LLC | 456 | +380 | $40.0K | +$34.5K | 500.0% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 3,371 | +435 | $247.8K | +$33.5K | 14.8% |
| Arkfeld Wealth Strategies, L.L.C. | 17,329 | +66 | $1.2M | -$32.8K | 0.4% |
| Wedmont Private Capital | 13,501 | +771 | $954.8K | +$32.5K | 6.0% |
| Advisor OS, LLC | 14,380 | +339 | $1.1M | +$32.3K | 2.4% |
| Caldwell Trust Co | 4,067 | +410 | $298.9K | +$32.1K | 11.2% |
| Douglass Winthrop Advisors, LLC | 10,455 | +350 | $768.4K | +$31.1K | 3.5% |
| TRUST CO OF OKLAHOMA | 4,569 | +391 | $335.8K | +$31.0K | 9.3% |
| Centennial Wealth Advisory LLC | 7,081 | +369 | $520.5K | +$30.7K | 5.5% |
| Salvus Wealth Management, LLC | 9,625 | +350 | $707.4K | +$30.6K | 3.8% |
| True North Advisors, LLC | 3,875 | +372 | $284.8K | +$29.2K | 10.6% |
| Spire Wealth Management | 12,139 | +312 | $892.2K | +$29.2K | 2.6% |
| Corps Capital Advisors, LLC | 40,782 | +97 | $3.0M | +$28.7K | 0.2% |
| QUADRANT CAPITAL GROUP LLC | 20,288 | +244 | $1.5M | +$28.6K | 1.2% |
| MONETARY MANAGEMENT GROUP INC | 19,100 | +250 | $1.4M | +$28.4K | 1.3% |
| Visionary Wealth Advisors | 6,517 | +332 | $479.0K | +$27.7K | 5.4% |
| CVA Family Office, LLC | 1,080 | +365 | $79.4K | +$27.2K | 51.0% |
| Summit Financial, LLC | 30,598 | +149 | $2.2M | +$27.1K | 0.5% |
| Argent Trust Co | 13,542 | +272 | $995.3K | +$27.0K | 2.0% |
| Retirement Planning Group, LLC | 12,155 | +281 | $893.4K | +$26.9K | 2.4% |
| Charles Schwab Trust Co | 34,634 | +113 | $2.5M | +$26.6K | 0.3% |
| FOX RUN MANAGEMENT, L.L.C. | 13,352 | +267 | $981.4K | +$26.6K | 2.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 10,832 | +280 | $796.2K | +$26.2K | 2.6% |
| Inscription Capital, LLC | 3,322 | +333 | $244.1K | +$26.0K | 11.1% |
| Dynamic Advisor Solutions LLC | 16,093 | +238 | $1.2M | +$25.9K | 1.5% |
| Carnegie Investment Counsel | 13,992 | +253 | $1.0M | +$25.9K | 1.8% |
| Fiduciary Trust Co | 5,162 | +312 | $379.4K | +$25.5K | 6.4% |
| SG Americas Securities, LLC | 388,383 | +341,548 | $28.5K | +$25.1K | 729.3% |
| Tactive Advisors, LLC | 4,500 | +310 | $330.8K | +$25.0K | 7.4% |
| Physician Wealth Advisors, Inc. | 2,734 | +311 | $200.9K | +$24.1K | 12.8% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5,604 | +288 | $411.9K | +$24.0K | 5.4% |
| Evanson Asset Management, LLC | 33,348 | +83 | $2.5M | +$23.7K | 0.2% |
| Manchester Capital Management LLC | 1,088 | +316 | $80.0K | +$23.6K | 40.9% |
| B. Riley Wealth Advisors, Inc. | 6,568 | +274 | $482.8K | +$23.5K | 4.3% |
| Evergreen Private Wealth LLC | 1,856 | +307 | $136.4K | +$23.4K | 19.8% |
| Provident Investment Management, Inc. | 5,620 | +275 | $413.1K | +$23.0K | 5.1% |
| Sarver Vrooman Wealth Advisors | 1,367 | +300 | $100.5K | +$22.6K | 28.1% |
| IHT Wealth Management, LLC | 17,137 | +182 | $1.3M | +$22.4K | 1.1% |
| Inspire Investing, LLC | 5,790 | +261 | $425.6K | +$22.1K | 4.7% |
| Cromwell Holdings LLC | 2,144 | +282 | $157.6K | +$21.7K | 15.1% |
| Ipsen Advisor Group LLC | 7,569 | +239 | $556.3K | +$21.5K | 3.3% |
| Concorde Asset Management, LLC | 5,024 | +217 | $369.3K | +$21.1K | 4.5% |
| Disciplined Investments, LLC | 21,577 | +125 | $1.6M | +$20.6K | 0.6% |
| NORDEN GROUP LLC | 7,406 | +224 | $544.4K | +$20.3K | 3.1% |
| FAS Wealth Partners, Inc. | 5,934 | +220 | $436.1K | +$19.2K | 3.9% |
| CreativeOne Wealth, LLC | 20,460 | +113 | $1.5M | +$19.1K | 0.6% |
| ASSETMARK, INC | 5,081 | +218 | $373.5K | +$18.6K | 4.5% |
| CENTRAL TRUST Co | 13,271 | +158 | $975.4K | +$18.6K | 1.2% |
| MBM WEALTH CONSULTANTS, LLC | 6,785 | +205 | $498.7K | +$18.6K | 3.1% |
| Smartleaf Asset Management LLC | 11,747 | +138 | $867.2K | +$18.5K | 1.2% |
| Parcion Private Wealth LLC | 16,950 | +127 | $1.2M | +$18.3K | 0.8% |
| ELEVATION WEALTH PARTNERS, LLC | 281 | +247 | $20.7K | +$18.2K | 726.5% |
| SBI Securities Co., Ltd. | 17,432 | +122 | $1.3M | +$18.1K | 0.7% |
| BOS Asset Management, LLC | 4,197 | +216 | $308.5K | +$18.0K | 5.4% |
| SRH ADVISORS, LLC | 438 | +241 | $32.2K | +$17.8K | 122.3% |
| Silver Lake Advisory, LLC | 10,946 | +158 | $804.5K | +$17.3K | 1.5% |
| Presima Securities ULC | 9,641 | +164 | $708.6K | +$17.1K | 1.7% |
| Beaird Harris Wealth Management, LLC | 31,633 | +3 | $2.3M | +$17.0K | 0.0% |
| L2 Asset Management, LLC | 3,166 | +210 | $232.7K | +$17.0K | 7.1% |
| ORG Partners LLC | 671 | +228 | $49.3K | +$17.0K | 51.5% |
| TCFG WEALTH MANAGEMENT, LLC | 3,651 | +204 | $268.4K | +$16.8K | 5.9% |
| Quent Capital, LLC | 822 | +220 | $60.4K | +$16.5K | 36.5% |
| MOTCO | 636 | +207 | $46.7K | +$15.4K | 48.3% |
| CAP Partners, LLC | 8,316 | +151 | $611.3K | +$15.4K | 1.8% |
| DAYMARK WEALTH PARTNERS, LLC | 6,317 | +165 | $464.3K | +$15.4K | 2.7% |
| Davis Investment Partners, LLC | 9,317 | +30 | $692.6K | +$14.8K | 0.3% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 8,628 | +140 | $634.1K | +$14.8K | 1.6% |
| City Center Advisors, LLC | 4,275 | +171 | $314.2K | +$14.8K | 4.2% |
| OneAscent Financial Services LLC | 3,881 | +172 | $285.3K | +$14.6K | 4.6% |
| Walker Asset Management, LLC | 5,482 | +159 | $402.9K | +$14.5K | 3.0% |
| PROFFITT & GOODSON INC | 1,530 | +186 | $112.5K | +$14.4K | 13.8% |
| Sepio Capital, LP | 3,282 | +161 | $241.3K | +$13.5K | 5.2% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 20,105 | +33 | $1.5M | +$13.1K | 0.2% |
| Deseret Mutual Benefit Administrators | 911 | +160 | $67.0K | +$12.2K | 21.3% |
| Quad-Cities Investment Group, LLC | 9,418 | +96 | $692.2K | +$12.0K | 1.0% |
| Amplify Investments, LLC | 544 | +96 | $44.4K | +$11.7K | 21.4% |
| Hoxton Planning & Management, LLC | 5,372 | +120 | $394.8K | +$11.6K | 2.3% |
| JFS WEALTH ADVISORS, LLC | 1,864 | +144 | $137.0K | +$11.5K | 8.4% |
| TCV Trust & Wealth Management, Inc. | 3,290 | +133 | $241.8K | +$11.4K | 4.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 1,092 | +142 | $80.3K | +$10.9K | 14.9% |
| Cassaday & Co Wealth Management LLC | 20,142 | +3 | $1.5M | +$10.9K | 0.0% |
| Advisory Resource Group | 14,263 | +43 | $1.0M | +$10.7K | 0.3% |
| Sunpointe, LLC | 3,779 | +119 | $277.8K | +$10.7K | 3.3% |
| Sage Capital Management, LLC | 11,219 | +62 | $824.8K | +$10.6K | 0.6% |
| Traynor Capital Management, Inc. | 11,595 | +62 | $852.2K | +$10.6K | 0.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 338 | +143 | $24.8K | +$10.6K | 73.3% |
| Revolve Wealth Partners, LLC | 5,489 | +104 | $403.5K | +$10.5K | 1.9% |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 250 | +140 | $18.5K | +$10.4K | 127.3% |
| LOOMIS SAYLES & CO L P | 1,034 | +133 | $76.0K | +$10.3K | 14.8% |
| Cornerstone Advisory, LLC | 3,046 | +117 | $223.9K | +$10.2K | 4.0% |
| North Star Investment Management Corp. | 5,770 | +94 | $424.1K | +$9.9K | 1.6% |
| EQUITABLE TRUST CO | 2,895 | +111 | $212.8K | +$9.6K | 4.0% |
| Hardy Reed LLC | 3,706 | +99 | $272.4K | +$9.2K | 2.7% |
| CHAPMAN FINANCIAL GROUP, LLC | 3,490 | +100 | $256.5K | +$9.1K | 2.9% |
| Quadcap Wealth Management, LLC | 7,805 | +66 | $573.7K | +$9.0K | 0.8% |
| Morton Capital Management LLC/CA | 7,502 | +68 | $551.4K | +$9.0K | 0.9% |
| Bell Investment Advisors, Inc | 202 | +119 | $14.8K | +$8.8K | 143.4% |
| Platform Technology Partners | 8,673 | +57 | $637.5K | +$8.8K | 0.7% |
| CYBER HORNET ETFs LLC | 1,688 | +105 | $124.1K | +$8.6K | 6.6% |
| Horst & Graben Wealth Management LLC | 9,263 | +49 | $680.9K | +$8.5K | 0.5% |
| Red Door Wealth Management, LLC | 14,249 | +13 | $1.0M | +$8.4K | 0.1% |
| TRUST CO OF VERMONT | 1,265 | +106 | $93.0K | +$8.4K | 9.1% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3,507 | +88 | $257.7K | +$8.2K | 2.6% |
| GDS Wealth Management | 2,929 | +90 | $215.3K | +$8.1K | 3.2% |
| Auxano Advisors, LLC | 5,877 | +68 | $432.0K | +$8.1K | 1.2% |
| FLAGSHIP WEALTH ADVISORS, LLC | 7,106 | +58 | $522.3K | +$8.0K | 0.8% |
| Bensler, LLC | 5,190 | +71 | $381.5K | +$7.9K | 1.4% |
| Gibraltar Capital Management, Inc. | 5,050 | +69 | $371.2K | +$7.7K | 1.4% |
| Financial Gravity Asset Management, Inc. | 400 | +100 | $29.4K | +$7.5K | 33.3% |
| Rydar Equities, Inc. | 4,724 | +68 | $347.2K | +$7.4K | 1.5% |
| MILLER WEALTH ADVISORS, LLC | 200 | +100 | $14.7K | +$7.4K | 100.0% |
| FIRST COMMUNITY TRUST NA | 175 | +100 | $12.9K | +$7.4K | 133.3% |
| Lavaca Capital LLC | 11,042 | +15 | $811.6K | +$6.9K | 0.1% |
| Almanack Investment Partners, LLC. | 4,197 | +62 | $308.5K | +$6.7K | 1.5% |
| Tower Wealth Partners, Inc. | 5,540 | +50 | $407.2K | +$6.6K | 0.9% |
| International Private Wealth Advisors LLC | 2,965 | +69 | $217.9K | +$6.6K | 2.4% |
| Legacy Financial Advisors, Inc. | 3,286 | +59 | $241.5K | +$6.0K | 1.8% |
| SageOak Financial, LLC | 10,884 | +3 | $800.0K | +$6.0K | 0.0% |
| Callahan Advisors, LLC | 11,029 | +1 | $810.6K | +$5.9K | 0.0% |
| Gryphon Financial Partners LLC | 5,018 | +44 | $368.8K | +$5.8K | 0.9% |
| Claro Advisors LLC | 6,597 | +32 | $484.9K | +$5.8K | 0.5% |
| WEALTHSPAN PARTNERS, LLC | 6,762 | +30 | $497.0K | +$5.8K | 0.4% |
| Weil Company, Inc. | 3,591 | +52 | $264.0K | +$5.7K | 1.5% |
| Golden State Equity Partners | 8,922 | +11 | $655.8K | +$5.5K | 0.1% |
| Carnegie Lake Advisors LLC | 3,538 | +50 | $260.0K | +$5.5K | 1.4% |
| Rakuten Securities, Inc. | 202 | +74 | $14.8K | +$5.5K | 57.8% |
| Cullen/Frost Bankers, Inc. | 10,021 | +2 | $736.5K | +$5.5K | 0.0% |
| Glen Eagle Advisors, LLC | 1,689 | +62 | $124.1K | +$5.4K | 3.8% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 6,629 | +24 | $487.3K | +$5.3K | 0.4% |
| Focused Wealth Management, Inc | 3,486 | +45 | $256.2K | +$5.2K | 1.3% |
| Colonial Trust Co / SC | 371 | +68 | $27.2K | +$5.1K | 22.4% |
| Bruce G. Allen Investments, LLC | 997 | +60 | $73.3K | +$4.9K | 6.4% |
| Certified Advisory Corp | 3,437 | +42 | $252.6K | +$4.9K | 1.2% |
| Burk Holdings LLC | 3,700 | +38 | $272.0K | +$4.7K | 1.0% |
| Transamerica Financial Advisors, LLC | 90 | +64 | $6.6K | +$4.7K | 246.2% |
| COHEN & STEERS, INC. | 347,744 | +59,400 | $25.6K | +$4.5K | 20.6% |
| Pinnacle Family Advisors, LLC | 3,445 | +33 | $253.2K | +$4.3K | 1.0% |
| Rosenberg Matthew Hamilton | 4,147 | +28 | $304.8K | +$4.2K | 0.7% |
| FIRST HORIZON CORP | 1,355 | +48 | $99.6K | +$4.2K | 3.7% |
| Haverford Trust Co | 5,665 | +14 | $416.4K | +$4.0K | 0.2% |
| StoneX Group Inc. | 2,884 | +33 | $212.0K | +$3.9K | 1.1% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 80,080 | +53,401 | $5.9K | +$3.9K | 200.2% |
| Dogwood Wealth Management LLC | 64 | +51 | $4.7K | +$3.8K | 392.3% |
| Blankinship & Foster, LLC | 6,666 | +2 | $490.0K | +$3.7K | 0.0% |
| Root Financial Partners, LLC | 347 | +46 | $25.5K | +$3.6K | 15.3% |
| SouthState Corp | 1,031 | +40 | $75.8K | +$3.5K | 4.0% |
| Gladstone Institutional Advisory LLC | 3,500 | +21 | $257.3K | +$3.4K | 0.6% |
| Archford Capital Strategies, LLC | 3,382 | +21 | $248.6K | +$3.3K | 0.6% |
| BURNEY CO/ | 4,315 | +12 | $317.1K | +$3.2K | 0.3% |
| Plante Moran Financial Advisors, LLC | 1,976 | +29 | $145.2K | +$3.1K | 1.5% |
| Bedel Financial Consulting, Inc. | 4,395 | +9 | $323.0K | +$2.9K | 0.2% |
| FARMERS & MERCHANTS INVESTMENTS INC | 3,380 | +15 | $248.4K | +$2.9K | 0.4% |
| ARMSTRONG ADVISORY GROUP, INC | 3,672 | +12 | $269.9K | +$2.8K | 0.3% |
| Shepherd Financial Partners LLC | 4,308 | +6 | $316.6K | +$2.7K | 0.1% |
| Allen Mooney & Barnes Investment Advisors LLC | 2,815 | +15 | $206.9K | +$2.6K | 0.5% |
| Hartford Financial Management Inc. | 3,231 | +12 | $237.5K | +$2.5K | 0.4% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 2,559 | +15 | $188.1K | +$2.5K | 0.6% |
| Wealth Preservation Advisors, LLC | 1,035 | +26 | $76.1K | +$2.4K | 2.6% |
| Caliber Wealth Management, LLC / KS | 4,306 | +2 | $316.5K | +$2.4K | 0.0% |
| Stratos Wealth Advisors, LLC | 3,073 | +9 | $225.9K | +$2.3K | 0.3% |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 3,513 | +4 | $258.2K | +$2.2K | 0.1% |
| Sunbeam Capital Management, LLC | 2,948 | +7 | $216.7K | +$2.1K | 0.2% |
| THOMPSON SIEGEL & WALMSLEY LLC | 132,550 | +27,300 | $9.7K | +$2.1K | 25.9% |
| FIRST AMERICAN TRUST, FSB | 2,907 | +6 | $213.7K | +$2.0K | 0.2% |
| Ilmarinen Mutual Pension Insurance Co | 100,000 | +25,000 | $7.3K | +$1.9K | 33.3% |
| Capital Investment Advisory Services, LLC | 3,235 | +2 | $237.8K | +$1.9K | 0.1% |
| CHICKASAW CAPITAL MANAGEMENT LLC | 2,709,534 | +5,579 | $199.2K | +$1.8K | 0.2% |
| RB Capital Management, LLC | 3,097 | +1 | $227.6K | +$1.7K | 0.0% |
| Activest Wealth Management | 32 | +23 | $2.4K | +$1.7K | 255.6% |
| WINNOW WEALTH LLC | 397 | +16 | $29.4K | +$1.6K | 4.2% |
| VISION FINANCIAL MARKETS LLC | 2,605 | +2 | $191.4K | +$1.5K | 0.1% |
| Bare Financial Services, Inc | 53 | +18 | $3.9K | +$1.3K | 51.4% |
| Rialto Wealth Management, LLC | 30 | +18 | $2.2K | +$1.3K | 150.0% |
| Golden State Wealth Management, LLC | 831 | +13 | $61.1K | +$1.3K | 1.6% |
| HORIZON FINANCIAL SERVICES, LLC | 61 | +16 | $4.5K | +$1.2K | 35.5% |
| REAP Financial Group, LLC | 686 | +10 | $50.4K | +$1.1K | 1.5% |
| Hughes Financial Services, LLC | 28 | +13 | $2.1K | +$1.0K | 86.7% |
| CBIZ Investment Advisory Services, LLC | 20 | +14 | $1.5K | +$1.0K | 233.3% |
| Cambridge Investment Research Advisors, Inc. | 134,963 | +12,369 | $9.9K | +$974 | 10.1% |
| CANADA LIFE ASSURANCE Co | 901,125 | +7,206 | $66.3K | +$972 | 0.8% |
| First Command Advisory Services, Inc. | 158 | +11 | $11.6K | +$886 | 7.5% |
| Aspect Partners, LLC | 34 | +11 | $2.5K | +$822 | 47.8% |
| Janney Montgomery Scott LLC | 161,650 | +9,468 | $11.9K | +$776 | 6.2% |
| BELLEVUE ASSET MANAGEMENT, LLC | 404 | +6 | $29.7K | +$647 | 1.5% |
| Morningstar Investment Management LLC | 38,035 | +8,258 | $2.8K | +$623 | 27.7% |
| CWM, LLC | 58,105 | +7,180 | $4.3K | +$555 | 14.1% |
| Nemes Rush Group LLC | 20 | +6 | $1.5K | +$448 | 42.9% |
| Bay Harbor Wealth Management, LLC | 40 | +5 | $2.9K | +$387 | 14.3% |
| NVWM, LLC | 17 | +5 | $1.3K | +$374 | 41.7% |
| American Capital Advisory, LLC | 13 | +5 | $956 | +$372 | 62.5% |
| CX Institutional | 60,639 | +4,243 | $4.5K | +$342 | 7.5% |
| Westfuller Advisors, LLC | 211 | +3 | $15.5K | +$337 | 1.4% |
| Marquette Asset Management, LLC | 48 | +4 | $3.5K | +$317 | 9.1% |
| Daiwa Securities Group Inc. | 116,471 | +3,457 | $8.6K | +$314 | 3.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 463,263 | +540 | $34.0K | +$285 | 0.1% |
| Dunhill Financial, LLC | 17 | +3 | $1.3K | +$238 | 21.4% |
| BFSG, LLC | 141 | +2 | $10.4K | +$223 | 1.4% |
| PFS Partners, LLC | 112 | +1 | $8.3K | +$179 | 0.9% |
| PARK AVENUE SECURITIES LLC | 10,019 | +2,179 | $736 | +$164 | 27.8% |
| DHJJ Financial Advisors, Ltd. | 103 | +1 | $7.6K | +$163 | 1.0% |
| Redwood Park Advisors LLC | 97 | +2 | $7.1K | +$153 | 2.1% |
| High Note Wealth, LLC | 4 | +2 | $294 | +$148 | 100.0% |
| INGALLS & SNYDER LLC | 46,723 | +966 | $3.4K | +$95 | 2.1% |
| HANTZ FINANCIAL SERVICES, INC. | 2,734 | +1,244 | $201 | +$92 | 83.5% |
| BESSEMER GROUP INC | 23,338 | +853 | $1.7K | +$74 | 3.8% |
| Fruth Investment Management | 19,882 | +180 | $1.5K | +$24 | 0.9% |
| BI Asset Management Fondsmaeglerselskab A/S | 24,225 | +20 | $1.8K | +$15 | 0.1% |
| Avion Wealth | 882 | +149 | $64 | +$11 | 20.3% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 577 | +92 | $42 | +$7 | 19.0% |
| LaSalle St. Investment Advisors, LLC | 6,405 | +17 | $470 | +$4 | 0.3% |
| Hanson & Doremus Investment Management | 4,745 | +23 | $349 | +$4 | 0.5% |
| Smithfield Trust Co | 1,788 | +14 | $132 | +$3 | 0.8% |
| Capital Advisors, Ltd. LLC | 3,085 | +15 | $227 | +$3 | 0.5% |
| Coston, McIsaac & Partners | 1,517 | +11 | $111 | +$2 | 0.7% |
| Covestor Ltd | 323 | +11 | $24 | +$1 | 3.5% |