13F QoQ Ownership Changes
PFG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 142 new · 328 added · 405 reduced · 77 exited
New Positions(142)
Added To(328)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,414,121 | +387,417 | $1.80B | +$140.3M | 1.9% |
| AQR CAPITAL MANAGEMENT LLC | 2,348,233 | +1,244,668 | $207.1M | +$116.3M | 112.8% |
| Weiss Asset Management LP | 608,926 | +521,626 | $53.7M | +$46.5M | 597.5% |
| CITADEL ADVISORS LLC | 623,875 | +413,363 | $55.0M | +$37.6M | 196.4% |
| LPL Financial LLC | 521,319 | +402,535 | $46.0M | +$36.1M | 338.9% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 411,887 | +379,552 | $36.3M | +$33.7M | 1173.8% |
| MARSHALL WACE, LLP | 732,606 | +305,592 | $64.6M | +$29.2M | 71.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,976,898 | +177,749 | $174.4M | +$25.2M | 9.9% |
| GOLDMAN SACHS GROUP INC | 2,498,766 | +135,631 | $220.4M | +$24.5M | 5.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 623,684 | +251,251 | $55.0M | +$24.1M | 67.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 468,336 | +252,493 | $41.3M | +$23.4M | 117.0% |
| MORGAN STANLEY | 3,079,857 | +55,669 | $271.7M | +$20.9M | 1.8% |
| DIMENSIONAL FUND ADVISORS LP | 3,767,182 | +820 | $332.3M | +$20.1M | 0.0% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 397,100 | +174,100 | $35.0M | +$16.5M | 78.1% |
| DEUTSCHE BANK AG\ | 1,154,605 | +100,155 | $101.8M | +$14.4M | 9.5% |
| JANE STREET GROUP, LLC | 177,561 | +154,646 | $15.7M | +$13.8M | 674.9% |
| JPMORGAN CHASE & CO | 1,067,815 | +90,190 | $94.2M | +$13.1M | 9.2% |
| Interval Partners, LP | 280,590 | +140,168 | $24.8M | +$13.1M | 99.8% |
| FIRST TRUST ADVISORS LP | 688,028 | +107,981 | $60.7M | +$12.6M | 18.6% |
| RAYMOND JAMES FINANCIAL INC | 321,565 | +128,703 | $28.4M | +$12.4M | 66.7% |
| AMERICAN CENTURY COMPANIES INC | 429,991 | +120,223 | $37.9M | +$12.2M | 38.8% |
| Cerity Partners LLC | 180,494 | +124,781 | $15.9M | +$11.3M | 224.0% |
| AustralianSuper Pty Ltd | 896,710 | +78,751 | $79.1M | +$11.3M | 9.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 229,903 | +116,878 | $20.3M | +$10.9M | 103.4% |
| Legal & General Group Plc | 1,639,302 | +23,686 | $144.6M | +$10.7M | 1.5% |
| Allianz Asset Management GmbH | 138,344 | +102,575 | $12.2M | +$9.2M | 286.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 144,076 | +100,354 | $12.7M | +$9.1M | 229.5% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 393,629 | +81,464 | $34.7M | +$8.8M | 26.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,444,682 | +277 | $127.4M | +$7.7M | 0.0% |
| BARCLAYS PLC | 788,860 | +119,004 | $62.7M | +$7.1M | 17.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 207,809 | +68,524 | $18.4M | +$6.8M | 49.2% |
| Munich Reinsurance Co Stock Corp in Munich | 76,204 | +74,464 | $6.8M | +$6.6M | 4279.5% |
| Mitsubishi UFJ Trust & Banking Corp | 158,121 | +63,531 | $13.9M | +$6.1M | 67.2% |
| Candriam S.C.A. | 84,039 | +67,258 | $7.4M | +$6.0M | 400.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 63,600 | +261 | $5.6M | +$5.6M | 0.4% |
| Korea Investment CORP | 235,766 | +47,000 | $20.8M | +$5.1M | 24.9% |
| WELLS FARGO & COMPANY/MN | 259,347 | +41,083 | $22.9M | +$4.8M | 18.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 455,175 | +21,768 | $40.7M | +$4.8M | 5.0% |
| OSSIAM | 55,297 | +50,117 | $4.9M | +$4.4M | 967.5% |
| BANK OF NOVA SCOTIA | 74,898 | +48,804 | $6.6M | +$4.4M | 187.0% |
| CITIGROUP INC | 239,433 | +35,859 | $21.1M | +$4.2M | 17.6% |
| SummitTX Capital, L.P. | 60,138 | +47,300 | $5.3M | +$4.2M | 368.4% |
| MUFG Securities EMEA plc | 51,196 | +47,316 | $4.5M | +$4.2M | 1219.5% |
| Mariner, LLC | 77,617 | +44,577 | $6.8M | +$4.1M | 134.9% |
| Quantinno Capital Management LP | 166,387 | +38,430 | $14.7M | +$4.1M | 30.0% |
| NATIXIS | 54,018 | +45,420 | $4.8M | +$4.1M | 528.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 231,285 | +31,728 | $20.4M | +$3.9M | 15.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 280,919 | +26,021 | $24.8M | +$3.6M | 10.2% |
| FRANKLIN RESOURCES INC | 144,828 | +32,225 | $12.8M | +$3.4M | 28.6% |
| FMR LLC | 610,521 | +589 | $53.9M | +$3.3M | 0.1% |
| AMG National Trust Bank | 135,195 | +30,051 | $11.9M | +$3.2M | 28.6% |
| ExodusPoint Capital Management, LP | 39,146 | +35,728 | $3.5M | +$3.2M | 1045.3% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 405,497 | +10,872 | $35.8M | +$3.1M | 2.8% |
| Kerusso Capital Management LLC | 50,822 | +32,287 | $4.5M | +$2.9M | 174.2% |
| Cetera Investment Advisers | 109,729 | +27,625 | $9.7M | +$2.9M | 33.6% |
| COMERICA BANK | 68,027 | +26,579 | $6.0M | +$2.6M | 64.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 33,121 | +24,875 | $2.9M | +$2.2M | 301.7% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 25,151 | +200 | $2.2M | +$2.2M | 0.8% |
| STATE OF WISCONSIN INVESTMENT BOARD | 217,211 | +11,867 | $19.2M | +$2.1M | 5.8% |
| TORONTO DOMINION BANK | 131,023 | +16,439 | $11.6M | +$2.1M | 14.3% |
| Creative Planning | 72,487 | +19,941 | $6.4M | +$2.0M | 37.9% |
| B. Metzler seel. Sohn & Co. AG | 32,911 | +21,925 | $2.9M | +$2.0M | 199.6% |
| AlphaQuest LLC | 30,437 | +20,709 | $2.7M | +$1.9M | 212.9% |
| Robeco Institutional Asset Management B.V. | 70,591 | +17,651 | $6.2M | +$1.8M | 33.3% |
| MACKENZIE FINANCIAL CORP | 56,731 | +17,622 | $5.0M | +$1.8M | 45.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 50,386 | +16,171 | $4.6M | +$1.8M | 47.3% |
| CIBC Asset Management Inc | 53,126 | +17,814 | $4.7M | +$1.8M | 50.4% |
| DANSKE BANK A/S | 120,507 | +13,100 | $10.6M | +$1.7M | 12.2% |
| AVIVA PLC | 193,232 | +8,167 | $17.0M | +$1.7M | 4.4% |
| AE Wealth Management LLC | 178,641 | +7,946 | $15.8M | +$1.6M | 4.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,625 | +17,120 | $2.4M | +$1.6M | 163.0% |
| PRINCIPAL FINANCIAL GROUP INC | 215,144 | +4,349 | $19.0M | +$1.5M | 2.1% |
| ALLIANCEBERNSTEIN L.P. | 236,836 | +2,332 | $20.9M | +$1.4M | 1.0% |
| SEI INVESTMENTS CO | 41,312 | +14,593 | $3.6M | +$1.4M | 54.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 59,852 | +10,950 | $5.3M | +$1.3M | 22.4% |
| Board of the Pension Protection Fund | 18,700 | +14,200 | $1.6M | +$1.3M | 315.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 29,972 | +13,283 | $2.6M | +$1.3M | 79.6% |
| Jefferies Financial Group Inc. | 22,131 | +13,131 | $2.0M | +$1.2M | 145.9% |
| CAPTRUST FINANCIAL ADVISORS | 51,996 | +11,194 | $4.6M | +$1.2M | 27.4% |
| Russell Investments Group, Ltd. | 163,759 | +2,742 | $14.5M | +$1.1M | 1.7% |
| Wealthfront Advisers LLC | 63,177 | +7,992 | $5.6M | +$997.5K | 14.5% |
| XPONANCE, INC. | 113,224 | +4,723 | $10.0M | +$991.7K | 4.3% |
| CREDIT AGRICOLE S A | 82,456 | +6,657 | $7.3M | +$988.9K | 8.8% |
| ODDO BHF ASSET MANAGEMENT SAS | 37,257 | +8,824 | $3.3M | +$929.1K | 31.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 39,464 | +7,240 | $3.5M | +$809.4K | 22.5% |
| Generali Asset Management SPA SGR | 21,156 | +7,695 | $1.9M | +$750.1K | 57.2% |
| Mirae Asset Global Investments Co., Ltd. | 38,717 | +5,758 | $3.4M | +$682.6K | 17.5% |
| Goelzer Investment Management, Inc. | 116,588 | +394 | $10.3M | +$650.6K | 0.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 21,614 | +6,381 | $1.9M | +$643.6K | 41.9% |
| ALLSTATE CORP | 14,014 | +6,823 | $1.2M | +$640.0K | 94.9% |
| INTEGRITY ALLIANCE, LLC. | 10,808 | +6,904 | $953.5K | +$629.7K | 176.8% |
| NISA INVESTMENT ADVISORS, LLC | 86,166 | +1,895 | $7.6M | +$613.8K | 2.2% |
| Illinois Municipal Retirement Fund | 108,712 | +437 | $9.6M | +$612.4K | 0.4% |
| ALERUS FINANCIAL NA | 56,863 | +3,598 | $5.0M | +$599.7K | 6.8% |
| NEOS Investment Management LLC | 32,055 | +4,944 | $2.8M | +$579.8K | 18.2% |
| DNB Asset Management AS | 44,073 | +3,975 | $3.9M | +$563.2K | 9.9% |
| Sequoia Financial Advisors, LLC | 14,775 | +5,625 | $1.3M | +$544.7K | 61.5% |
| Cresset Asset Management, LLC | 16,708 | +5,294 | $1.5M | +$527.5K | 46.4% |
| KLP KAPITALFORVALTNING AS | 82,645 | +700 | $7.3M | +$496.1K | 0.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 87,328 | +260 | $7.7M | +$484.4K | 0.3% |
| Merit Financial Group, LLC | 13,137 | +4,941 | $1.2M | +$479.3K | 60.3% |
| Gotham Asset Management, LLC | 8,763 | +5,218 | $773.0K | +$479.1K | 147.2% |
| Ethic Inc. | 34,038 | +3,448 | $3.0M | +$466.3K | 11.3% |
| Investment Management Corp of Ontario | 15,037 | +4,603 | $1.3M | +$461.3K | 44.1% |
| Private Advisor Group, LLC | 29,379 | +3,629 | $2.6M | +$456.6K | 14.1% |
| Versor Investments LP | 12,569 | +4,483 | $1.1M | +$438.3K | 55.4% |
| State of New Jersey Common Pension Fund D | 64,215 | +1,099 | $5.7M | +$431.5K | 1.7% |
| Heritage Trust Co | 20,333 | +3,826 | $1.8M | +$425.0K | 23.2% |
| Pacer Advisors, Inc. | 20,119 | +3,802 | $1.8M | +$421.9K | 23.3% |
| UMB Bank, n.a. | 6,690 | +4,565 | $590.1K | +$413.9K | 214.8% |
| Metis Global Partners, LLC | 11,385 | +4,222 | $1.0M | +$410.4K | 58.9% |
| FAS Wealth Partners, Inc. | 36,910 | +2,406 | $3.3M | +$395.1K | 7.0% |
| Vanguard Personalized Indexing Management, LLC | 37,995 | +2,350 | $3.4M | +$390.5K | 6.6% |
| Czech National Bank | 52,717 | +1,230 | $4.7M | +$381.4K | 2.4% |
| Unison Advisors LLC | 61,243 | +598 | $5.4M | +$374.2K | 1.0% |
| Centric Wealth Management | 29,907 | +69 | $2.9M | +$363.5K | 0.2% |
| Advisors Asset Management, Inc. | 38,091 | +1,702 | $3.4M | +$343.0K | 4.7% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 19,367 | +2,870 | $1.7M | +$340.6K | 17.4% |
| Gilbert & Cook, Inc. | 11,783 | +3,284 | $1.0M | +$334.7K | 38.6% |
| Focus Partners Advisor Solutions, LLC | 9,227 | +3,464 | $813.9K | +$333.9K | 60.1% |
| Caprock Group, LLC | 12,167 | +2,891 | $1.1M | +$326.4K | 31.2% |
| Corient Private Wealth LLC | 45,101 | +7,909 | $3.4M | +$317.7K | 21.3% |
| Freestone Capital Holdings, LLC | 36,281 | +1,405 | $3.2M | +$308.7K | 4.0% |
| Lansforsakringar Fondforvaltning AB (publ) | 50,973 | +368 | $4.5M | +$300.7K | 0.7% |
| Pathstone Holdings, LLC | 39,568 | +1,065 | $3.5M | +$298.0K | 2.8% |
| JOHNSON INVESTMENT COUNSEL INC | 6,333 | +3,100 | $558.6K | +$290.6K | 95.9% |
| Farther Finance Advisors, LLC | 15,599 | +2,488 | $1.4M | +$289.0K | 19.0% |
| Wealthspire Advisors, LLC | 4,459 | +2,966 | $393.3K | +$269.5K | 198.7% |
| JONES FINANCIAL COMPANIES LLLP | 20,313 | +1,653 | $1.8M | +$250.1K | 8.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20,900 | +1,471 | $1.8M | +$232.8K | 7.6% |
| M&T Bank Corp | 6,245 | +2,298 | $550.9K | +$223.3K | 58.2% |
| NEUBERGER BERMAN GROUP LLC | 15,071 | +1,601 | $1.3M | +$212.6K | 11.9% |
| Vest Financial, LLC | 15,246 | +1,558 | $1.3M | +$210.0K | 11.4% |
| HB Wealth Management, LLC | 7,453 | +2,039 | $657.5K | +$208.6K | 37.7% |
| USS Investment Management Ltd | 30,446 | +503 | $2.7M | +$203.8K | 1.7% |
| HighPoint Advisor Group LLC | 11,100 | +1,711 | $979.1K | +$200.7K | 18.2% |
| Vident Advisory, LLC | 28,316 | +606 | $2.5M | +$200.3K | 2.2% |
| NewEdge Advisors, LLC | 12,055 | +1,630 | $1.1M | +$199.0K | 15.6% |
| Baird Financial Group, Inc. | 36,622 | +43 | $3.2M | +$197.7K | 0.1% |
| Global Retirement Partners, LLC | 3,775 | +2,133 | $333.0K | +$196.9K | 129.9% |
| Ameritas Advisory Services, LLC | 3,304 | +2,130 | $291.4K | +$194.1K | 181.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 28,799 | +483 | $2.5M | +$192.7K | 1.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | +674 | $2.3M | +$191.7K | 2.7% |
| Cornerstone Wealth Management, LLC | 6,966 | +1,853 | $614.4K | +$190.5K | 36.2% |
| JANUS HENDERSON GROUP PLC | 26,947 | +392 | $2.4M | +$176.0K | 1.5% |
| ASSETMARK, INC | 9,902 | +1,478 | $873.5K | +$175.0K | 17.5% |
| GAMMA Investing LLC | 7,785 | +1,595 | $686.7K | +$173.5K | 25.8% |
| Meiji Yasuda Asset Management Co Ltd. | 6,738 | +1,580 | $594.4K | +$166.7K | 30.6% |
| Waverly Advisors, LLC | 10,395 | +1,339 | $916.9K | +$166.1K | 14.8% |
| Plato Investment Management Ltd | 9,747 | +1,247 | $864.0K | +$164.6K | 14.7% |
| STIFEL FINANCIAL CORP | 14,953 | +1,026 | $1.3M | +$164.3K | 7.4% |
| Tower Research Capital LLC (TRC) | 5,453 | +1,626 | $481.0K | +$163.7K | 42.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7,544 | +1,344 | $665.5K | +$151.4K | 21.7% |
| Concurrent Investment Advisors, LLC | 4,927 | +1,504 | $434.6K | +$150.8K | 43.9% |
| HUNTINGTON NATIONAL BANK | 5,230 | +1,452 | $461.3K | +$148.1K | 38.4% |
| MAI Capital Management | 22,543 | +331 | $2.0M | +$146.9K | 1.5% |
| CHOREO, LLC | 16,630 | +512 | $1.5M | +$142.1K | 3.2% |
| Rockefeller Capital Management L.P. | 19,543 | +446 | $1.7M | +$141.4K | 2.3% |
| PINNACLE ASSOCIATES LTD | 8,422 | +1,146 | $742.9K | +$139.7K | 15.8% |
| Vise Technologies, Inc. | 4,541 | +1,348 | $400.6K | +$135.9K | 42.2% |
| SYON CAPITAL LLC | 8,363 | +1,093 | $737.7K | +$134.9K | 15.0% |
| Crossmark Global Holdings, Inc. | 17,200 | +486 | $1.5M | +$131.5K | 2.9% |
| MGO ONE SEVEN LLC | 4,333 | +1,292 | $382.3K | +$130.1K | 42.5% |
| Chicago Partners Investment Group LLC | 7,200 | +790 | $656.7K | +$129.8K | 12.3% |
| Kestra Advisory Services, LLC | 13,679 | +592 | $1.2M | +$121.6K | 4.5% |
| Canada Post Corp Registered Pension Plan | 5,046 | +1,080 | $445.1K | +$118.0K | 27.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14,302 | +502 | $1.3M | +$117.4K | 3.6% |
| Atria Investments, Inc | 7,506 | +927 | $662.1K | +$116.7K | 14.1% |
| Norinchukin Bank, The | 12,241 | +605 | $1.1M | +$115.0K | 5.2% |
| HARTFORD INVESTMENT MANAGEMENT CO | 15,240 | +401 | $1.3M | +$114.0K | 2.7% |
| PSI Advisors, LLC | 13,681 | +491 | $1.2M | +$113.2K | 3.7% |
| MML INVESTORS SERVICES, LLC | 6,232 | +951 | $549.8K | +$111.9K | 18.0% |
| Krilogy Financial LLC | 5,048 | +641 | $469.5K | +$111.8K | 14.5% |
| LECAP ASSET MANAGEMENT LTD | 19,682 | +86 | $1.7M | +$111.4K | 0.4% |
| ROTHSCHILD INVESTMENT LLC | 4,437 | +1,055 | $391.4K | +$111.0K | 31.2% |
| Callan Family Office, LLC | 6,794 | +895 | $599.3K | +$110.2K | 15.2% |
| PRINCIPAL SECURITIES, INC. | 17,346 | +220 | $1.5M | +$110.2K | 1.3% |
| Commonwealth Retirement Investments LLC | 15,747 | +317 | $1.4M | +$109.7K | 2.0% |
| Arkadios Wealth Advisors | 5,208 | +990 | $459.4K | +$109.7K | 23.5% |
| Aaron Wealth Advisors LLC | 3,655 | +1,079 | $322.4K | +$108.8K | 41.9% |
| Empowered Funds, LLC | 10,908 | +572 | $962.2K | +$105.2K | 5.5% |
| Foster Group, Inc. | 19,049 | +47 | $1.7M | +$104.9K | 0.2% |
| D.A. DAVIDSON & CO. | 14,028 | +312 | $1.2M | +$100.2K | 2.3% |
| SEEDS INVESTOR LLC | 4,051 | +900 | $357.3K | +$96.1K | 28.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,066 | +885 | $358.7K | +$94.9K | 27.8% |
| TRUIST FINANCIAL CORP | 8,696 | +584 | $767.1K | +$94.5K | 7.2% |
| Verdence Capital Advisors LLC | 9,242 | +158 | $815.2K | +$92.4K | 1.7% |
| Clarity Asset Management, Inc. | 2,119 | +882 | $186.9K | +$84.4K | 71.3% |
| Aptus Capital Advisors, LLC | 4,193 | +749 | $369.9K | +$84.3K | 21.7% |
| &PARTNERS | 8,411 | +450 | $744.0K | +$84.0K | 5.7% |
| Elevated Capital Advisors, LLC | 9,100 | +410 | $802.7K | +$82.2K | 4.7% |
| Sompo Asset Management Co., Ltd. | 4,240 | +650 | $374.0K | +$76.4K | 18.1% |
| Walleye Capital LLC | 7,425 | +442 | $655.0K | +$76.0K | 6.3% |
| OneDigital Investment Advisors LLC | 13,167 | +51 | $1.2M | +$74.0K | 0.4% |
| Ascent Group, LLC | 10,556 | +214 | $931.1K | +$73.7K | 2.1% |
| OPPENHEIMER & CO INC | 10,616 | +208 | $936.4K | +$73.5K | 2.0% |
| Ausdal Financial Partners, Inc. | 9,032 | +305 | $796.7K | +$73.2K | 3.5% |
| Smartleaf Asset Management LLC | 3,384 | +517 | $300.8K | +$64.4K | 18.0% |
| NOMURA HOLDINGS INC | 5,672 | +411 | $500.3K | +$64.1K | 7.8% |
| Stratos Wealth Partners, LTD. | 4,707 | +441 | $415.3K | +$61.5K | 10.3% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 10,370 | +62 | $914.7K | +$60.1K | 0.6% |
| FIFTH THIRD BANCORP | 9,130 | +127 | $805.4K | +$58.9K | 1.4% |
| Apella Capital, LLC | 5,834 | +1 | $514.6K | +$57.4K | 0.0% |
| Centennial Wealth Advisory LLC | 6,060 | +301 | $534.6K | +$57.0K | 5.2% |
| Basepoint Wealth LLC | 9,577 | +61 | $844.8K | +$55.9K | 0.6% |
| Obermeyer Wealth Partners | 6,591 | +248 | $581.4K | +$55.5K | 3.9% |
| Essex Financial Services, Inc. | 3,247 | +452 | $286.4K | +$54.7K | 16.2% |
| Prosperity Consulting Group, LLC | 6,810 | +216 | $600.7K | +$54.0K | 3.3% |
| PRIVATE TRUST CO NA | 1,321 | +551 | $116.5K | +$52.7K | 71.5% |
| SAGESPRING WEALTH PARTNERS, LLC | 4,307 | +346 | $379.9K | +$51.6K | 8.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6,461 | +176 | $569.6K | +$49.2K | 2.8% |
| CWA Asset Management Group, LLC | 5,676 | +212 | $500.7K | +$47.7K | 3.9% |
| BROWN BROTHERS HARRIMAN & CO | 1,797 | +457 | $158.5K | +$47.4K | 34.1% |
| AlphaStar Capital Management, LLC | 4,478 | +281 | $395.0K | +$47.0K | 6.7% |
| Mokosak Advisory Group, LLC | 7,209 | +58 | $636.0K | +$43.1K | 0.8% |
| DAYMARK WEALTH PARTNERS, LLC | 3,584 | +279 | $316.2K | +$42.2K | 8.4% |
| Compound Planning, Inc. | 2,808 | +327 | $247.7K | +$42.0K | 13.2% |
| Jacobi Capital Management LLC | 7,162 | +47 | $631.8K | +$41.8K | 0.7% |
| Forum Financial Management, LP | 7,546 | +11 | $665.6K | +$40.9K | 0.1% |
| Vivid Wealth Management, LLC | 7,623 | +2 | $672.4K | +$40.5K | 0.0% |
| Hilltop Holdings Inc. | 7,050 | +32 | $621.8K | +$39.9K | 0.5% |
| FIRST COMMUNITY TRUST NA | 893 | +417 | $78.8K | +$39.3K | 87.6% |
| EverSource Wealth Advisors, LLC | 2,724 | +295 | $240.3K | +$38.9K | 12.1% |
| Blackhawk Capital Partners LLC. | 4,025 | +205 | $355.0K | +$38.3K | 5.4% |
| Venture Visionary Partners LLC | 6,285 | +57 | $554.4K | +$38.0K | 0.9% |
| MILLER WEALTH ADVISORS, LLC | 792 | +396 | $69.9K | +$37.0K | 100.0% |
| Rialto Wealth Management, LLC | 424 | +413 | $37.4K | +$36.5K | 3754.5% |
| GREENLEAF TRUST | 6,283 | +36 | $554.2K | +$36.3K | 0.6% |
| Clearstead Advisors, LLC | 1,259 | +352 | $111.1K | +$35.9K | 38.8% |
| Valeo Financial Advisors, LLC | 2,964 | +243 | $261.5K | +$35.9K | 8.9% |
| Mutual Advisors, LLC | 2,908 | +129 | $256.5K | +$35.8K | 4.6% |
| Manchester Capital Management LLC | 1,680 | +305 | $148.2K | +$34.2K | 22.2% |
| Checchi Capital Advisers, LLC | 3,271 | +197 | $288.6K | +$33.7K | 6.4% |
| First Citizens Financial Corp | 3,654 | +167 | $322.3K | +$33.2K | 4.8% |
| Capital Investment Advisors, LLC | 6,123 | +7 | $540.1K | +$33.0K | 0.1% |
| FIRST HORIZON CORP | 583 | +343 | $51.4K | +$31.5K | 142.9% |
| Focus Financial Network, Inc. | 5,201 | +32 | $458.7K | +$30.2K | 0.6% |
| IHT Wealth Management, LLC | 5,250 | +25 | $463.2K | +$30.0K | 0.5% |
| TWIN CAPITAL MANAGEMENT INC | 4,894 | +43 | $431.7K | +$29.5K | 0.9% |
| HARBOUR INVESTMENTS, INC. | 2,287 | +208 | $201.7K | +$29.4K | 10.0% |
| Princeton Global Asset Management LLC | 424 | +322 | $37.4K | +$28.9K | 315.7% |
| BENJAMIN EDWARDS INC | 4,702 | +33 | $414.8K | +$27.7K | 0.7% |
| Atlantic Union Bankshares Corp | 1,066 | +261 | $94.0K | +$27.3K | 32.4% |
| LVW Advisors, LLC | 3,838 | +79 | $338.6K | +$26.9K | 2.1% |
| Wedmont Private Capital | 2,606 | +92 | $236.8K | +$26.7K | 3.6% |
| Argentarii, LLC | 4,788 | +4 | $422.3K | +$25.7K | 0.1% |
| Hills Bank & Trust Co | 1,601 | +199 | $141.2K | +$25.0K | 14.2% |
| SJS Investment Consulting Inc. | 433 | +266 | $38.2K | +$24.3K | 159.3% |
| Glaxis Capital Management, LLC | 3,941 | +35 | $347.6K | +$23.8K | 0.9% |
| OPTIMA CAPITAL LLC | 3,968 | +30 | $350.0K | +$23.5K | 0.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 437,217 | +246,956 | $38.6K | +$22.8K | 129.8% |
| True Wealth Design, LLC | 511 | +239 | $45.1K | +$22.5K | 87.9% |
| Physician Wealth Advisors, Inc. | 590 | +216 | $52.0K | +$21.0K | 57.8% |
| SG Americas Securities, LLC | 244,711 | +236,494 | $21.6K | +$20.9K | 2878.1% |
| RENAISSANCE GROUP LLC | 3,108 | +51 | $274.2K | +$20.8K | 1.7% |
| WINNOW WEALTH LLC | 2,701 | +52 | $240.4K | +$20.5K | 2.0% |
| One Wealth Advisors, LLC | 3,575 | +5 | $315.4K | +$19.4K | 0.1% |
| Parallel Advisors, LLC | 1,686 | +119 | $148.8K | +$18.8K | 7.6% |
| RMG Wealth Management LLC | 1,059 | +67 | $97.4K | +$18.6K | 6.8% |
| FourThought Financial Partners, LLC | 3,485 | +2 | $307.4K | +$18.6K | 0.1% |
| International Private Wealth Advisors LLC | 2,890 | +33 | $254.9K | +$18.1K | 1.1% |
| Quest 10 Wealth Builders, Inc. | 346 | +190 | $30.5K | +$17.9K | 121.8% |
| Activest Wealth Management | 211 | +201 | $18.6K | +$17.8K | 2010.0% |
| Legacy Wealth Managment, LLC/ID | 261 | +189 | $23.0K | +$17.1K | 262.5% |
| Larson Financial Group LLC | 1,101 | +132 | $97.1K | +$16.8K | 13.6% |
| BURNEY CO/ | 2,962 | +11 | $261.3K | +$16.6K | 0.4% |
| Shepherd Financial Partners LLC | 3,009 | +3 | $265.4K | +$16.2K | 0.1% |
| Lido Advisors, LLC | 5,801 | +172 | $482.5K | +$15.8K | 3.0% |
| McIlrath & Eck, LLC | 243 | +172 | $21.4K | +$15.5K | 242.3% |
| SIGNATUREFD, LLC | 2,430 | +31 | $214.4K | +$15.5K | 1.3% |
| ST GERMAIN D J CO INC | 398 | +159 | $35.1K | +$15.3K | 66.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,654 | +78 | $145.9K | +$15.2K | 4.9% |
| Long Run Wealth Advisors, LLC | 2,488 | +22 | $219.5K | +$15.0K | 0.9% |
| GHP Investment Advisors, Inc. | 1,099 | +100 | $96.9K | +$14.1K | 10.0% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2,624 | +1 | $231.4K | +$13.9K | 0.0% |
| Prestige Wealth Management Group LLC | 204 | +170 | $16.6K | +$13.8K | 500.0% |
| Quent Capital, LLC | 1,601 | +61 | $141.2K | +$13.6K | 4.0% |
| ACADIAN ASSET MANAGEMENT LLC | 225,123 | +133,050 | $19.9K | +$12.2K | 144.5% |
| JFS WEALTH ADVISORS, LLC | 1,278 | +51 | $112.7K | +$11.0K | 4.2% |
| Compass Financial Services Inc | 1,693 | +11 | $149.3K | +$9.8K | 0.7% |
| Spire Wealth Management | 261 | +89 | $23.0K | +$8.8K | 51.7% |
| Nemes Rush Group LLC | 1,440 | +12 | $127.0K | +$8.6K | 0.8% |
| MassMutual Private Wealth & Trust, FSB | 532 | +63 | $46.9K | +$8.0K | 13.4% |
| First Command Advisory Services, Inc. | 893 | +29 | $78.8K | +$7.1K | 3.4% |
| CVA Family Office, LLC | 1,128 | +6 | $99.5K | +$6.5K | 0.5% |
| CYBER HORNET ETFs LLC | 617 | +33 | $54.4K | +$6.0K | 5.7% |
| BOKF, NA | 805 | +14 | $71.0K | +$5.4K | 1.8% |
| ORG Partners LLC | 600 | +17 | $52.9K | +$4.6K | 2.9% |
| Parkside Financial Bank & Trust | 511 | +21 | $45.1K | +$4.4K | 4.3% |
| Rossby Financial, LCC | 163 | +34 | $14.4K | +$3.7K | 26.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 182 | +27 | $16.1K | +$3.2K | 17.4% |
| Bell Investment Advisors, Inc | 343 | +15 | $30.3K | +$3.1K | 4.6% |
| Bogart Wealth, LLC | 315 | +12 | $27.8K | +$2.7K | 4.0% |
| Marquette Asset Management, LLC | 188 | +20 | $16.6K | +$2.7K | 11.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 179,303 | +19,447 | $15.8K | +$2.6K | 12.2% |
| AdvisorNet Financial, Inc | 324 | +10 | $28.6K | +$2.5K | 3.2% |
| TD Capital Management LLC | 363 | +3 | $32.1K | +$2.2K | 0.8% |
| Cullen/Frost Bankers, Inc. | 321 | +5 | $28.3K | +$2.1K | 1.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 300,121 | +5,192 | $26.5K | +$2.0K | 1.8% |
| CWM, LLC | 43,486 | +20,771 | $3.8K | +$2.0K | 91.4% |
| First Pacific Financial | 300 | +2 | $26.5K | +$1.8K | 0.7% |
| HRT FINANCIAL LP | 48,019 | +17,806 | $4.2K | +$1.7K | 58.9% |
| Turning Point Benefit Group, Inc. | 20 | +16 | $1.8K | +$1.4K | 400.0% |
| Team Financial Group, LLC | 174 | +1 | $15.4K | +$1.1K | 0.6% |
| Handelsbanken Fonder AB | 20,082 | +9,535 | $1.8K | +$897 | 90.4% |
| Bay Harbor Wealth Management, LLC | 26 | +9 | $2.3K | +$884 | 52.9% |
| ELEVATION WEALTH PARTNERS, LLC | 26 | +8 | $2.3K | +$801 | 44.4% |
| PFS Partners, LLC | 124 | +1 | $11.0K | +$749 | 0.8% |
| REAP Financial Group, LLC | 116 | +1 | $10.2K | +$700 | 0.9% |
| Davis Capital Management | 52 | +4 | $4.6K | +$607 | 8.3% |
| NVWM, LLC | 20 | +5 | $1.8K | +$520 | 33.3% |
| Cambridge Investment Research Advisors, Inc. | 86,523 | +732 | $7.6K | +$519 | 0.8% |
| NATIXIS ADVISORS, LLC | 51,491 | +2,824 | $4.5K | +$507 | 5.8% |
| Mn Services Vermogensbeheer B.V. | 86,815 | +535 | $7.7K | +$505 | 0.6% |
| EVOLUTION WEALTH MANAGEMENT INC. | 10 | +5 | $856 | +$441 | 100.0% |
| VISION FINANCIAL MARKETS LLC | 76 | +1 | $6.6K | +$436 | 1.3% |
| DiNuzzo Private Wealth, Inc. | 36 | +1 | $3.2K | +$358 | 2.9% |
| American Capital Advisory, LLC | 9 | +3 | $794 | +$296 | 50.0% |
| Dunhill Financial, LLC | 21 | +2 | $1.9K | +$288 | 10.5% |
| Daiwa Securities Group Inc. | 34,156 | +504 | $3.0K | +$223 | 1.5% |
| BI Asset Management Fondsmaeglerselskab A/S | 12,993 | +1,666 | $1.1K | +$207 | 14.7% |
| WestEnd Advisors, LLC | 6 | +2 | $529 | +$197 | 50.0% |
| PARK AVENUE SECURITIES LLC | 7,446 | +1,636 | $657 | +$175 | 28.1% |
| Quaker Wealth Management, LLC | 5 | +1 | $442 | +$110 | 25.0% |
| VAN ECK ASSOCIATES CORP | 2,311 | +488 | $204 | +$53 | 26.8% |
| CX Institutional | 3,023 | +205 | $267 | +$33 | 7.3% |
| Capital Analysts, LLC | 1,954 | +144 | $173 | +$23 | 8.0% |
| TSFG, LLC | 2,570 | +22 | $227 | +$16 | 0.9% |