13F QoQ Ownership Changes
PPLC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 146 new · 338 added · 472 reduced · 105 exited
New Positions(146)
Added To(338)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 90,113,154 | +759,667 | $3.16B | -$164.6M | 0.8% |
| FRANKLIN RESOURCES INC | 42,338,049 | +929,469 | $1.48B | -$56.1M | 2.2% |
| CITADEL ADVISORS LLC | 2,073,801 | +1,511,269 | $72.6M | +$51.7M | 268.6% |
| STATE STREET CORP | 38,881,502 | +942,046 | $1.37B | -$48.1M | 2.5% |
| AMERICAN CENTURY COMPANIES INC | 2,063,660 | +1,307,198 | $72.3M | +$44.2M | 172.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 18,926,902 | +7,169 | $660.2M | -$39.9M | 0.0% |
| D. E. Shaw & Co., Inc. | 1,173,668 | +1,102,165 | $41.1M | +$38.4M | 1541.4% |
| BlackRock, Inc. | 63,220,831 | +2,636,242 | $2.21B | -$37.3M | 4.3% |
| ExodusPoint Capital Management, LP | 1,884,973 | +1,035,657 | $66.0M | +$34.5M | 121.9% |
| MILLENNIUM MANAGEMENT LLC | 1,280,614 | +792,762 | $44.8M | +$26.7M | 162.5% |
| CIBC Private Wealth Group LLC | 753,223 | +750,432 | $26.4M | +$26.3M | 26887.6% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1,055,475 | +765,581 | $37.0M | +$26.2M | 264.1% |
| MORGAN STANLEY | 19,372,902 | +463,628 | $678.4M | -$24.2M | 2.5% |
| BNP PARIBAS FINANCIAL MARKETS | 1,239,441 | +643,900 | $43.4M | +$21.3M | 108.1% |
| PICTON MAHONEY ASSET MANAGEMENT | 559,441 | +19,456 | $19.6M | +$19.6M | 3.6% |
| Energy Income Partners, LLC | 3,966,363 | +629,807 | $138.9M | +$14.9M | 18.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 333,951 | +15,994 | $11.7M | +$11.7M | 5.0% |
| Balyasny Asset Management L.P. | 311,070 | +296,832 | $10.9M | +$10.4M | 2084.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,923,818 | +27,114 | $172.4M | -$9.5M | 0.6% |
| BANK OF NOVA SCOTIA | 345,725 | +254,718 | $12.1M | +$8.7M | 279.9% |
| JANUS HENDERSON GROUP PLC | 1,028,626 | +289,581 | $36.0M | +$8.6M | 39.2% |
| CREDIT AGRICOLE S A | 253,831 | +233,045 | $8.9M | +$8.1M | 1121.2% |
| Allspring Global Investments Holdings, LLC | 248,307 | +216,254 | $8.7M | +$7.5M | 674.7% |
| REAVES W H & CO INC | 4,424,814 | +88,531 | $155.0M | -$6.2M | 2.0% |
| WELLS FARGO & COMPANY/MN | 2,985,681 | +6,821 | $104.6M | -$6.1M | 0.2% |
| IFM Investors Pty Ltd | 159,956 | +4,777 | $5.6K | -$5.7M | 3.1% |
| Walleye Capital LLC | 205,803 | +164,757 | $7.2M | +$5.7M | 401.4% |
| LMR Partners LLP | 188,276 | +159,691 | $6.6M | +$5.5M | 558.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,328,007 | +49,078 | $116.5M | -$5.3M | 1.5% |
| Squarepoint Ops LLC | 828,154 | +178,412 | $29.0M | +$4.9M | 27.4% |
| Northside Capital Management, LLC | 246,273 | +136,340 | $8.6M | +$4.5M | 124.0% |
| ALLIANCEBERNSTEIN L.P. | 7,918,194 | +560,879 | $277.3M | +$3.9M | 7.6% |
| Rakuten Investment Management, Inc. | 97,303 | +44,660 | $3.4M | -$3.5M | 84.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 278,006 | +106,156 | $9.7M | +$3.4M | 61.8% |
| TIAA TRUST, NATIONAL ASSOCIATION | 479,229 | +115,780 | $16.8M | +$3.3M | 31.9% |
| Teilinger Capital Ltd. | 215,000 | +100,000 | $7.5M | +$3.3M | 87.0% |
| DIMENSIONAL FUND ADVISORS LP | 3,040,525 | +261,535 | $106.5M | +$3.2M | 9.4% |
| NEOS Investment Management LLC | 293,724 | +101,930 | $10.3M | +$3.2M | 53.1% |
| LPL Financial LLC | 1,758,506 | +19,654 | $61.6M | -$3.0M | 1.1% |
| GOLDMAN SACHS GROUP INC | 5,237,175 | +226,379 | $183.4M | -$2.8M | 4.5% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 642,000 | +110,200 | $22.5M | +$2.7M | 20.7% |
| TEMA ETFS LLC | 188,650 | +82,280 | $6.6M | +$2.7M | 77.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,201,684 | +136,496 | $42.1M | +$2.5M | 12.8% |
| NATIONAL BANK OF CANADA /FI/ | 341,483 | +82,907 | $12.0M | +$2.3M | 32.1% |
| National Pension Service | 1,166,196 | +125,936 | $40.8M | +$2.2M | 12.1% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3,055,621 | +123,811 | $107.0M | -$1.9M | 4.2% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 72,416 | +55,426 | $2.5M | +$1.9M | 326.2% |
| Voleon Capital Management LP | 90,520 | +53,593 | $3.2M | +$1.8M | 145.1% |
| Quantinno Capital Management LP | 300,858 | +64,131 | $10.5M | +$1.7M | 27.1% |
| CIBC Asset Management Inc | 389,831 | +67,119 | $13.7M | +$1.7M | 20.8% |
| Brevan Howard Capital Management LP | 55,168 | +44,736 | $1.9M | +$1.5M | 428.8% |
| New Age Alpha Advisors, LLC | 122,681 | +47,335 | $4.3M | +$1.5M | 62.8% |
| CAPTRUST FINANCIAL ADVISORS | 115,776 | +44,657 | $4.1M | +$1.4M | 62.8% |
| Galvin, Gaustad & Stein, LLC | 569,055 | +66,511 | $19.9M | +$1.3M | 13.2% |
| Taikang Asset Management (Hong Kong) Co Ltd | 214,501 | +46,039 | $7.5M | +$1.3M | 27.3% |
| Voya Investment Management LLC | 212,378 | +45,741 | $7.4M | +$1.2M | 27.4% |
| PRINCIPAL FINANCIAL GROUP INC | 864,551 | +20,028 | $30.3M | -$1.1M | 2.4% |
| Walleye Trading LLC | 181,360 | +39,278 | $6.4M | +$1.1M | 27.6% |
| SIMPLEX TRADING, LLC | 28,297 | +21,912 | $991.0K | +$990.7K | 343.2% |
| MACQUARIE GROUP LTD | 530,038 | +5,531 | $18.6M | -$928.7K | 1.1% |
| ALLSTATE CORP | 54,701 | +27,538 | $1.9M | +$906.3K | 101.4% |
| Pacer Advisors, Inc. | 88,719 | +26,392 | $3.1M | +$790.9K | 42.3% |
| Woodline Partners LP | 126,208 | +28,472 | $4.4M | +$787.9K | 29.1% |
| Tower Research Capital LLC (TRC) | 39,601 | +21,803 | $1.4M | +$725.5K | 122.5% |
| Magellan Asset Management Ltd | 595,657 | +14,794 | $20.9M | -$725.0K | 2.5% |
| Callan Family Office, LLC | 32,634 | +20,922 | $1.1M | +$707.6K | 178.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,546,759 | +66,903 | $54.3M | -$684.7K | 4.5% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 188,359 | +28,861 | $6.6M | +$669.4K | 18.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 318,717 | +355 | $11.2M | -$668.9K | 0.1% |
| &PARTNERS | 144,923 | +26,121 | $5.1M | +$662.2K | 22.0% |
| PEAK6 LLC | 229,700 | +30,600 | $8.0M | +$645.5K | 15.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 130,971 | +24,724 | $4.6M | +$638.5K | 23.3% |
| JONES FINANCIAL COMPANIES LLLP | 46,506 | +19,116 | $1.6M | +$622.8K | 69.8% |
| Mirae Asset Global Investments Co., Ltd. | 122,321 | +23,164 | $4.3M | +$599.0K | 23.4% |
| AE Wealth Management LLC | 468,733 | +11,119 | $16.4M | -$589.8K | 2.4% |
| MUFG Securities EMEA plc | 30,351 | +16,196 | $1.1M | +$536.9K | 114.4% |
| TD Asset Management Inc | 260,715 | +875 | $9.1M | -$525.4K | 0.3% |
| FIRST TRUST ADVISORS LP | 2,159,616 | +110,689 | $75.6M | -$508.4K | 5.4% |
| Investment Management Corp of Ontario | 50,038 | +15,422 | $1.8M | +$466.0K | 44.5% |
| Vident Advisory, LLC | 37,470 | +13,972 | $1.3M | +$439.0K | 59.5% |
| Foster Victor Wealth Advisors, LLC | 223,264 | +10,866 | $8.2M | +$427.8K | 5.1% |
| HighTower Advisors, LLC | 220,737 | +1,453 | $7.7M | -$418.3K | 0.7% |
| Royal Fund Management, LLC | 43,515 | +13,306 | $1.5M | +$401.2K | 44.0% |
| Vestmark Advisory Solutions, Inc. | 47,027 | +13,284 | $1.6M | +$393.0K | 39.4% |
| COMERICA BANK | 215,207 | +3,300 | $7.5M | -$337.9K | 1.6% |
| MAI Capital Management | 21,898 | +10,355 | $766.9K | +$337.9K | 89.7% |
| Wealthfront Advisers LLC | 236,699 | +5,228 | $8.3M | -$312.3K | 2.3% |
| Focus Partners Wealth | 23,358 | +9,577 | $820.9K | +$308.9K | 69.5% |
| Ransom Advisory, Ltd | 13,200 | +10,700 | $398.4K | +$305.5K | 428.0% |
| Grandview Asset Management LLC | 166,030 | +1,909 | $5.8M | -$284.3K | 1.2% |
| Howard Capital Management Inc. | 131,357 | +26 | $4.6M | -$280.1K | 0.0% |
| Aquatic Capital Management LLC | 168,112 | +2,211 | $5.9M | -$277.6K | 1.3% |
| ALPS ADVISORS INC | 45,777 | +10,032 | $1.6M | +$274.8K | 28.1% |
| Asset Management One Co., Ltd. | 430,238 | +29,577 | $15.2M | +$263.7K | 7.4% |
| Concurrent Investment Advisors, LLC | 17,367 | +7,865 | $608.2K | +$255.1K | 82.8% |
| Creative Planning | 164,264 | +16,254 | $5.8M | +$252.5K | 11.0% |
| NISA INVESTMENT ADVISORS, LLC | 180,065 | +4,101 | $6.4M | -$234.0K | 2.3% |
| Geneos Wealth Management Inc. | 13,301 | +6,715 | $465.8K | +$221.1K | 102.0% |
| River Wealth Advisors LLC | 13,270 | +6,711 | $464.7K | +$221.0K | 102.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 94,943 | +176 | $3.3M | -$196.6K | 0.2% |
| Wealthspire Advisors, LLC | 6,672 | +5,594 | $233.6K | +$193.6K | 518.9% |
| BCS Private Wealth Management, Inc. | 101,584 | +699 | $3.6M | -$190.8K | 0.7% |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 348,335 | +25,172 | $12.2M | +$190.0K | 7.8% |
| TRUIST FINANCIAL CORP | 742,841 | +37,916 | $26.0M | -$180.7K | 5.4% |
| Cresset Asset Management, LLC | 277,824 | +20,716 | $9.8M | +$180.3K | 8.1% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 101,488 | +995 | $3.6M | -$180.2K | 1.0% |
| PERSONAL CFO SOLUTIONS, LLC | 12,631 | +5,548 | $442.3K | +$179.1K | 78.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 84,677 | +200 | $3.0M | -$173.8K | 0.2% |
| Arkfeld Wealth Strategies, L.L.C. | 78,053 | +291 | $2.7M | -$165.7K | 0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42,099 | +6,528 | $1.5M | +$152.5K | 18.4% |
| Czech National Bank | 195,057 | +7,235 | $6.8M | -$148.6K | 3.9% |
| BROWN BROTHERS HARRIMAN & CO | 6,351 | +4,359 | $222.4K | +$148.4K | 218.8% |
| Vise Technologies, Inc. | 23,127 | +4,976 | $809.9K | +$135.4K | 27.4% |
| First National Trust Co | 63,466 | +146 | $2.2M | -$130.4K | 0.2% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 13,397 | +4,136 | $472.9K | +$126.6K | 44.7% |
| Merit Financial Group, LLC | 67,792 | +7,244 | $2.4M | +$124.1K | 12.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 64,238 | +427 | $2.2M | -$121.6K | 0.7% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 47,915 | +5,978 | $1.7M | +$121.3K | 14.3% |
| Argyle Capital Management, LLC | 71,516 | +1,000 | $2.5M | -$115.9K | 1.4% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 82,450 | +7,750 | $2.9M | +$111.5K | 10.4% |
| Canada Post Corp Registered Pension Plan | 17,234 | +3,930 | $603.5K | +$110.2K | 29.5% |
| Icon Wealth Advisors, LLC | 54,557 | +263 | $1.9M | -$107.0K | 0.5% |
| Old Port Advisors | 36,878 | +4,930 | $1.3M | +$104.3K | 15.4% |
| Fulton Bank, N.A. | 58,741 | +582 | $2.1M | -$104.1K | 1.0% |
| CWA Asset Management Group, LLC | 29,129 | +4,346 | $1.0M | +$99.1K | 17.5% |
| Rockefeller Capital Management L.P. | 53,906 | +5,472 | $1.9M | +$88.0K | 11.3% |
| Atria Investments, Inc | 101,636 | +8,214 | $3.6M | +$87.8K | 8.8% |
| CITIZENS FINANCIAL GROUP INC/RI | 8,185 | +2,743 | $288.9K | +$84.4K | 50.4% |
| Chancellor Financial Group WB LP | 39,473 | +8 | $1.4M | -$84.2K | 0.0% |
| Verdence Capital Advisors LLC | 39,324 | +327 | $1.4M | -$83.7K | 0.8% |
| HB Wealth Management, LLC | 26,377 | +3,735 | $923.7K | +$82.4K | 16.5% |
| MML INVESTORS SERVICES, LLC | 125,172 | +9,422 | $4.4M | +$82.3K | 8.1% |
| Cullen/Frost Bankers, Inc. | 12,155 | +2,880 | $425.7K | +$81.0K | 31.1% |
| MGO ONE SEVEN LLC | 43,426 | +340 | $1.5M | -$80.3K | 0.8% |
| Envestnet Portfolio Solutions, Inc. | 56,009 | +1,130 | $2.0M | -$77.9K | 2.0% |
| T. Rowe Price Investment Management, Inc. | 40,357,717 | +4,390,023 | $1.4M | +$76.8K | 12.2% |
| Bleakley Financial Group, LLC | 38,468 | +190 | $1.3M | -$75.3K | 0.5% |
| Colonial River Investments, LLC | 13,839 | +2,794 | $484.6K | +$74.2K | 25.3% |
| Prestige Wealth Management Group LLC | 3,706 | +2,255 | $128.5K | +$74.2K | 155.4% |
| Ameritas Investment Partners, Inc. | 38,315 | +215 | $1.3M | -$74.0K | 0.6% |
| Arkadios Wealth Advisors | 12,144 | +2,668 | $425.3K | +$73.2K | 28.1% |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 37,337 | +249 | $1.3M | -$70.6K | 0.7% |
| QRG CAPITAL MANAGEMENT, INC. | 37,490 | +276 | $1.3M | -$70.0K | 0.7% |
| AXXCESS WEALTH MANAGEMENT, LLC | 13,702 | +2,657 | $479.8K | +$69.4K | 24.1% |
| Brandywine Global Investment Management, LLC | 515,979 | +31,505 | $18.1M | +$66.5K | 6.5% |
| MONARCH CAPITAL MANAGEMENT INC | 49,636 | +1,050 | $1.7M | -$66.5K | 2.2% |
| TRUSTMARK BANK TRUST DEPARTMENT | 35,456 | +270 | $1.2M | -$65.8K | 0.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 90,555 | +3,465 | $3.2M | -$65.0K | 4.0% |
| Advisory Alpha, LLC | 12,664 | +2,266 | $443.5K | +$65.0K | 21.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 33,992,877 | +1,955,867 | $1.19B | -$64.7K | 6.1% |
| Crossmark Global Holdings, Inc. | 35,950 | +390 | $1.3M | -$62.4K | 1.1% |
| Plan Group Financial, LLC | 63,037 | +5,235 | $2.2M | +$59.6K | 9.1% |
| Mutual Advisors, LLC | 31,769 | +417 | $1.1M | -$58.8K | 1.3% |
| HBK Sorce Advisory LLC | 30,197 | +105 | $1.1M | -$57.9K | 0.3% |
| Kingsview Wealth Management, LLC | 28,721 | +137 | $1.0M | -$56.4K | 0.5% |
| Savvy Advisors, Inc. | 9,960 | +2,060 | $348.8K | +$55.2K | 26.1% |
| Allegheny Financial Group | 27,161 | +117 | $951.2K | -$53.8K | 0.4% |
| CHOREO, LLC | 41,644 | +607 | $1.5M | -$53.4K | 1.5% |
| Rodgers Brothers Inc. | 25,917 | +83 | $907.6K | -$52.4K | 0.3% |
| FIDELIS CAPITAL PARTNERS, LLC | 7,979 | +1,838 | $279.4K | +$51.2K | 29.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,731 | +2,203 | $515.9K | +$50.3K | 17.6% |
| Advisors Asset Management, Inc. | 48,209 | +4,128 | $1.7M | +$50.2K | 9.4% |
| AGF MANAGEMENT LTD | 26,314 | +171 | $921.5K | -$50.0K | 0.7% |
| AFFINITY INVESTMENT ADVISORS, LLC | 26,068 | +202 | $912.9K | -$48.3K | 0.8% |
| Retirement Planning Group, LLC | 19,911 | +2,444 | $697.3K | +$48.2K | 14.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 23,635 | +65 | $827.7K | -$48.2K | 0.3% |
| Alliance Wealth Advisors, LLC | 22,860 | +28 | $800.6K | -$47.9K | 0.1% |
| M&T Bank Corp | 85,866 | +3,676 | $3.0M | -$47.8K | 4.5% |
| COMMERCE BANK | 42,886 | +1,210 | $1.5M | -$46.8K | 2.9% |
| DAVENPORT & Co LLC | 80,179 | +3,379 | $2.8M | -$46.0K | 4.4% |
| Aspire Private Capital, LLC | 26,582 | +303 | $930.9K | -$45.6K | 1.1% |
| Quadcap Wealth Management, LLC | 24,939 | +224 | $873.3K | -$45.1K | 0.9% |
| Clearstead Advisors, LLC | 1,951 | +1,306 | $68.3K | +$44.4K | 202.5% |
| Federation des caisses Desjardins du Quebec | 21,740 | +2,430 | $761.3K | +$43.8K | 12.6% |
| Waverly Advisors, LLC | 31,510 | +2,992 | $1.1M | +$43.7K | 10.5% |
| PEOPLES FINANCIAL SERVICES CORP. | 21,609 | +81 | $756.7K | -$43.0K | 0.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 43,964 | +1,041 | $1.5M | -$42.5K | 2.4% |
| Equitable Holdings, Inc. | 130,353 | +8,635 | $4.6M | +$41.9K | 7.1% |
| Rossby Financial, LCC | 3,012 | +1,240 | $105.5K | +$40.6K | 70.0% |
| HUNTINGTON NATIONAL BANK | 38,252 | +1,115 | $1.3M | -$40.4K | 3.0% |
| Rafferty Asset Management, LLC | 81,462 | +3,609 | $2.9M | -$40.2K | 4.6% |
| Farther Finance Advisors, LLC | 36,622 | +1,048 | $1.3M | -$39.4K | 2.9% |
| Stonebridge Financial Group, LLC | 18,249 | +7 | $639.1K | -$38.8K | 0.0% |
| Dynamic Wealth Strategies, LLC | 5,364 | +1,343 | $187.8K | +$38.4K | 33.4% |
| Confluence Wealth Services, Inc. | 18,332 | +39 | $642.0K | -$37.8K | 0.2% |
| CreativeOne Wealth, LLC | 12,833 | +1,754 | $449.4K | +$37.7K | 15.8% |
| MILLER HOWARD INVESTMENTS INC /NY | 344,670 | +18,840 | $12.1M | -$37.5K | 5.8% |
| STRS OHIO | 17,729 | +31 | $620.9K | -$36.8K | 0.2% |
| Independent Advisor Alliance | 23,150 | +348 | $810.7K | -$36.6K | 1.5% |
| Raleigh Capital Management Inc. | 35,855 | +1,118 | $1.3M | -$35.2K | 3.2% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 20,149 | +275 | $705.6K | -$32.9K | 1.4% |
| Thrive Wealth Management, LLC | 8,765 | +1,375 | $306.9K | +$32.3K | 18.6% |
| Gladstone Institutional Advisory LLC | 14,840 | +7 | $519.7K | -$31.5K | 0.0% |
| ASSETMARK, INC | 46,861 | +1,854 | $1.6M | -$31.4K | 4.1% |
| BLAIR WILLIAM & CO/IL | 15,210 | +40 | $532.7K | -$31.0K | 0.3% |
| RKL Wealth Management LLC | 17,159 | +179 | $600.9K | -$30.1K | 1.1% |
| Modera Wealth Management, LLC | 24,048 | +587 | $842.2K | -$29.6K | 2.5% |
| Compton Financial Group, LLC | 13,601 | +11 | $476.3K | -$28.7K | 0.1% |
| Parkside Financial Bank & Trust | 2,275 | +890 | $79.7K | +$28.2K | 64.3% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 13,966 | +49 | $489.1K | -$28.1K | 0.3% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,071 | +799 | $37.5K | +$27.4K | 293.8% |
| XPONANCE, INC. | 116,820 | +6,001 | $4.1M | -$27.0K | 5.4% |
| NEUBERGER BERMAN GROUP LLC | 47,379 | +3,448 | $1.7M | +$26.7K | 7.8% |
| Dynasty Wealth Management, LLC | 61,502 | +2,829 | $2.2M | -$26.5K | 4.8% |
| Baltimore-Washington Financial Advisors, Inc. | 14,929 | +150 | $522.8K | -$26.4K | 1.0% |
| Pure Financial Advisors, LLC | 14,050 | +1,508 | $492.0K | +$26.0K | 12.0% |
| Brookstone Capital Management | 13,690 | +125 | $479.4K | -$24.6K | 0.9% |
| Code Waechter LLC | 10,110 | +121 | $354.1K | -$24.1K | 1.2% |
| Horizon Investments, LLC | 25,841 | +850 | $905.0K | -$23.7K | 3.4% |
| OneDigital Investment Advisors LLC | 13,300 | +131 | $465.8K | -$23.6K | 1.0% |
| MIZUHO SECURITIES USA LLC | 53,863 | +2 | $2.0M | +$23.2K | 0.0% |
| Williams Jones Wealth Management, LLC. | 32,415 | +2,468 | $1.1M | +$22.3K | 8.2% |
| LifeGuide Financial Advisors, LLC | 9,135 | +347 | $320.7K | +$22.0K | 3.9% |
| Valeo Financial Advisors, LLC | 13,519 | +200 | $473.4K | -$21.5K | 1.5% |
| Opal Wealth Advisors, LLC | 10,009 | +7 | $350.5K | -$21.2K | 0.1% |
| Cornerstone Planning Group LLC | 565 | +564 | $20.7K | +$20.7K | 56400.0% |
| WEST PACES ADVISORS INC. | 12,497 | +165 | $437.6K | -$20.6K | 1.3% |
| PRIVATE TRUST CO NA | 11,289 | +98 | $395.4K | -$20.5K | 0.9% |
| Tidal Investments LLC | 12,551 | +1,265 | $439.5K | +$20.1K | 11.2% |
| Parallel Advisors, LLC | 10,464 | +1,139 | $366.5K | +$19.9K | 12.2% |
| INTRUST BANK NA | 9,481 | +16 | $332.0K | -$19.7K | 0.2% |
| Turning Point Benefit Group, Inc. | 4,392 | +698 | $153.8K | +$18.6K | 18.9% |
| Moors & Cabot, Inc. | 16,573 | +1,454 | $580.4K | +$18.6K | 9.6% |
| ASHTON THOMAS SECURITIES, LLC | 8,804 | +11 | $308.3K | -$18.4K | 0.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 9,430 | +48 | $330.2K | -$18.4K | 0.5% |
| Annis Gardner Whiting Capital Advisors, LLC | 1,027 | +548 | $36.2K | +$18.3K | 114.4% |
| Faithward Advisors, LLC | 9,267 | +47 | $324.5K | -$18.1K | 0.5% |
| JOURNEY STRATEGIC WEALTH LLC | 6,709 | +857 | $235.0K | +$17.5K | 14.6% |
| Successful Portfolios LLC | 7,748 | +86 | $268.0K | -$16.7K | 1.1% |
| United Community Bank | 899 | +499 | $31.5K | +$16.6K | 124.8% |
| SBI Securities Co., Ltd. | 8,067 | +18 | $282.5K | -$16.6K | 0.2% |
| Integrated Advisors Network LLC | 8,693 | +59 | $304.4K | -$16.4K | 0.7% |
| SG Americas Securities, LLC | 523,756 | +471,679 | $18.3K | +$16.4K | 905.7% |
| Pathstone Holdings, LLC | 54,143 | +2,682 | $1.9M | -$16.0K | 5.2% |
| Elevated Capital Advisors, LLC | 19,780 | +722 | $692.7K | -$15.5K | 3.8% |
| PUREfi Wealth, LLC | 11,367 | +238 | $398.1K | -$15.5K | 2.1% |
| Amplify Investments, LLC | 3,281 | +579 | $115.3K | +$14.9K | 21.4% |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 7,951 | +59 | $278.4K | -$14.8K | 0.7% |
| Crewe Advisors LLC | 7,097 | +14 | $248.5K | -$14.7K | 0.2% |
| STEPHENS INC /AR/ | 19,167 | +724 | $671.2K | -$14.1K | 3.9% |
| Guardian Asset Advisors, LLC | 6,579 | +8 | $230.4K | -$13.8K | 0.1% |
| BENJAMIN EDWARDS INC | 21,788 | +884 | $763.0K | -$13.8K | 4.2% |
| Stratos Wealth Partners, LTD. | 15,459 | +1,246 | $541.4K | +$13.2K | 8.8% |
| Wealth Watch Advisors, INC | 2,492 | +495 | $87.3K | +$13.1K | 24.8% |
| B. Riley Wealth Advisors, Inc. | 6,809 | +44 | $238.4K | -$12.9K | 0.7% |
| Huber Capital Management LLC | 49,073 | +2,485 | $1.7M | -$12.7K | 5.3% |
| Larson Financial Group LLC | 2,923 | +508 | $102.4K | +$12.6K | 21.0% |
| Wealth Preservation Advisors, LLC | 5,723 | +1 | $200.4K | -$12.2K | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 13,070 | +435 | $457.7K | -$11.8K | 3.4% |
| NewEdge Wealth, LLC | 40,550 | +1,821 | $1.4M | +$11.5K | 4.7% |
| SJS Investment Consulting Inc. | 545 | +340 | $19.1K | +$11.5K | 165.8% |
| AlphaCore Capital LLC | 23,895 | +1,108 | $842.4K | -$10.8K | 4.9% |
| Centennial Wealth Advisory LLC | 15,415 | +601 | $539.8K | -$10.7K | 4.0% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 13,291 | +479 | $465.4K | -$10.6K | 3.7% |
| Bill Few Associates, Inc. | 13,126 | +1,022 | $459.7K | +$9.9K | 8.4% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 21,230 | +967 | $743.4K | -$9.8K | 4.8% |
| Sound Income Strategies, LLC | 1,226 | +267 | $45.2K | +$9.7K | 27.8% |
| Traynor Capital Management, Inc. | 5,880 | +83 | $205.9K | -$9.5K | 1.4% |
| Advisory Services Network, LLC | 13,140 | +995 | $460.2K | +$8.9K | 8.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 52,237 | +3,244 | $1.8M | +$8.8K | 6.6% |
| Global Retirement Partners, LLC | 15,473 | +666 | $541.9K | -$8.4K | 4.5% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 6,328 | +142 | $221.6K | -$8.3K | 2.3% |
| SIGNATUREFD, LLC | 7,868 | +657 | $275.5K | +$7.6K | 9.1% |
| Legacy Advisors, LLC | 8,825 | +684 | $311.4K | +$6.7K | 8.4% |
| Triumph Capital Management | 4,751 | +100 | $166.4K | -$6.5K | 2.1% |
| Kestra Advisory Services, LLC | 48,152 | +2,602 | $1.7M | -$6.3K | 5.7% |
| Golden State Equity Partners | 11,992 | +523 | $420.0K | -$6.2K | 4.6% |
| Snowden Capital Advisors LLC | 29,715 | +1,540 | $1.0M | -$6.1K | 5.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6,023 | +185 | $210.9K | -$6.0K | 3.2% |
| Orion Porfolio Solutions, LLC | 23,979 | +1,227 | $839.7K | -$5.7K | 5.4% |
| Apollon Wealth Management, LLC | 12,301 | +555 | $430.8K | -$5.7K | 4.7% |
| StoneX Group Inc. | 7,612 | +284 | $268.6K | -$5.7K | 3.9% |
| MONTAG A & ASSOCIATES INC | 2,930 | +21 | $103.4K | -$5.5K | 0.7% |
| Quent Capital, LLC | 1,686 | +232 | $59.0K | +$5.0K | 15.9% |
| Versant Capital Management, Inc | 727 | +176 | $25.5K | +$5.0K | 31.9% |
| MassMutual Private Wealth & Trust, FSB | 2,305 | +1 | $80.7K | -$4.9K | 0.0% |
| First Command Advisory Services, Inc. | 3,122 | +51 | $109.3K | -$4.8K | 1.7% |
| Bay Harbor Wealth Management, LLC | 2,159 | +1 | $76.2K | -$4.6K | 0.0% |
| Ashton Thomas Private Wealth, LLC | 8,251 | +587 | $291.3K | +$4.5K | 7.7% |
| NVWM, LLC | 2,010 | +5 | $70.4K | -$4.1K | 0.2% |
| Ethic Inc. | 11,860 | +783 | $415.3K | +$3.7K | 7.1% |
| Fiduciary Trust Co | 6,966 | +305 | $243.9K | -$3.6K | 4.6% |
| Blue Trust, Inc. | 5,789 | +413 | $202.7K | +$2.9K | 7.7% |
| Smartleaf Asset Management LLC | 12,628 | +673 | $446.1K | +$2.9K | 5.6% |
| HARBOUR INVESTMENTS, INC. | 2,000 | +43 | $70.0K | -$2.7K | 2.2% |
| MTM Investment Management, LLC | 1,308 | +10 | $45.8K | -$2.4K | 0.8% |
| MB, LEVIS & ASSOCIATES, LLC | 1,196 | +8 | $41.9K | -$2.2K | 0.7% |
| Bogart Wealth, LLC | 538 | +89 | $18.8K | +$2.2K | 19.8% |
| Janney Montgomery Scott LLC | 530,349 | +88,523 | $18.6K | +$2.2K | 20.0% |
| CoreCap Advisors, LLC | 962 | +1 | $33.7K | -$2.0K | 0.1% |
| Spire Wealth Management | 1,072 | +9 | $37.5K | -$2.0K | 0.8% |
| Dunhill Financial, LLC | 119 | +59 | $4.2K | +$1.9K | 98.3% |
| Addison Advisors LLC | 301 | +65 | $10.5K | +$1.8K | 27.5% |
| ELEVATION WEALTH PARTNERS, LLC | 75 | +52 | $2.6K | +$1.8K | 226.1% |
| PATTON FUND MANAGEMENT, INC. | 6,457 | +327 | $226.1K | -$1.7K | 5.3% |
| World Investment Advisors | 36,472 | +21,897 | $543.3K | +$1.7K | 150.2% |
| Costello Asset Management, INC | 641 | +1 | $22.4K | -$1.3K | 0.1% |
| HORIZON FINANCIAL SERVICES, LLC | 180 | +44 | $6.3K | +$1.3K | 32.4% |
| IMG Wealth Management, Inc. | 173 | +43 | $6.1K | +$1.2K | 33.1% |
| CHILTON CAPITAL MANAGEMENT LLC | 1,027 | +27 | $36.0K | -$1.2K | 2.7% |
| Sowell Financial Services LLC | 10,524 | +637 | $368.5K | +$1.1K | 6.4% |
| Princeton Global Asset Management LLC | 508 | +4 | $17.8K | -$949 | 0.8% |
| Capital Investment Advisors, LLC | 7,372 | +399 | $258.2K | -$939 | 5.7% |
| Fairman Group, LLC | 478 | +3 | $16.9K | -$893 | 0.6% |
| Rosenberg Matthew Hamilton | 1,266 | +50 | $44.3K | -$852 | 4.1% |
| EVOLUTION WEALTH MANAGEMENT INC. | 46 | +23 | $1.7K | +$805 | 100.0% |
| Thrivent Financial for Lutherans | 51,889 | +23,398 | $1.8K | +$766 | 82.1% |
| CENTRAL TRUST Co | 1,085 | +42 | $38.0K | -$761 | 4.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,188 | +20,890 | $917 | +$720 | 394.3% |
| American Capital Advisory, LLC | 32 | +18 | $1.1K | +$600 | 128.6% |
| Gen-Wealth Partners Inc | 147 | +24 | $5.1K | +$577 | 19.5% |
| Fortitude Family Office, LLC | 318 | +4 | $11.1K | -$532 | 1.3% |
| Lido Advisors, LLC | 94,080 | +137 | $3.5M | +$497 | 0.1% |
| Morton Brown Family Wealth, LLC | 260 | +2 | $9.1K | -$486 | 0.8% |
| JFS WEALTH ADVISORS, LLC | 2,617 | +132 | $92.1K | -$434 | 5.3% |
| AdvisorNet Financial, Inc | 1,316 | +87 | $46.1K | +$418 | 7.1% |
| Select Asset Management & Trust | 15,500 | +10,000 | $543 | +$339 | 181.8% |
| VALLEY NATIONAL ADVISERS INC | 48,465 | +8,707 | $1.7K | +$220 | 21.9% |
| Physician Wealth Advisors, Inc. | 165 | +15 | $5.8K | +$205 | 10.0% |
| Busey Bank | 6,005 | +351 | $210.3K | +$191 | 6.2% |
| CVA Family Office, LLC | 312 | +13 | $10.9K | -$185 | 4.3% |
| North Star Investment Management Corp. | 1,559 | +94 | $54.6K | +$157 | 6.4% |
| Bell Investment Advisors, Inc | 78 | +1 | $2.7K | -$130 | 1.3% |
| Daiwa Securities Group Inc. | 119,718 | +4,170 | $4.2K | -$101 | 3.6% |
| Cambridge Investment Research Advisors, Inc. | 121,315 | +9,017 | $4.2K | +$75 | 8.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 32,364 | +145 | $1.1K | -$64 | 0.5% |
| Smithfield Trust Co | 5,960 | +1,900 | $209 | +$59 | 46.8% |
| Quaker Wealth Management, LLC | 8 | +2 | $281 | +$58 | 33.3% |
| HANTZ FINANCIAL SERVICES, INC. | 19,532 | +2,470 | $684 | +$50 | 14.5% |
| CYBER HORNET ETFs LLC | 2,116 | +123 | $74.1K | +$42 | 6.2% |
| CX Institutional | 18,654 | +145 | $653 | -$35 | 0.8% |
| VAN ECK ASSOCIATES CORP | 294,374 | +17,817 | $10.3K | +$32 | 6.4% |
| Rialto Wealth Management, LLC | 32 | +1 | $1.1K | -$31 | 3.2% |
| High Note Wealth, LLC | 5 | +1 | $175 | +$26 | 25.0% |
| Wayfinding Financial, LLC | 6,401 | +14 | $225 | -$14 | 0.2% |
| HAZLETT, BURT & WATSON, INC. | 11,613 | +436 | $408 | -$7 | 3.9% |
| Harel Insurance Investments & Financial Services Ltd. | 807 | +39 | $28 | -$1 | 5.1% |
| Avion Wealth | 380 | +14 | $13 | $0 | 3.8% |