13F QoQ Ownership Changes
PSX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 227 new · 689 added · 968 reduced · 164 exited
New Positions(227)
Added To(689)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 51,930,038 | +205,480 | $6.70B | -$334.5M | 0.4% |
| AQR CAPITAL MANAGEMENT LLC | 3,262,482 | +1,369,287 | $421.0M | +$163.5M | 72.3% |
| STATE STREET CORP | 23,589,550 | +175,616 | $3.04B | -$140.8M | 0.8% |
| BlackRock, Inc. | 30,919,347 | +703,069 | $3.99B | -$120.2M | 2.3% |
| NewEdge Advisors, LLC | 996,955 | +877,131 | $128.6M | +$112.3M | 732.0% |
| NORGES BANK | 4,961,297 | +828,919 | $640.2M | +$97.0M | 20.1% |
| CITIGROUP INC | 1,074,492 | +629,307 | $138.7M | +$78.1M | 141.3% |
| FMR LLC | 4,463,832 | +794,219 | $576.0M | +$76.9M | 21.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 10,413,824 | +45,340 | $1.34B | -$65.9M | 0.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 619,141 | +488,248 | $79.9M | +$62.1M | 373.0% |
| NEUBERGER BERMAN GROUP LLC | 1,455,007 | +478,343 | $187.8M | +$54.9M | 49.0% |
| BARCLAYS PLC | 1,530,740 | +587,525 | $182.6M | +$54.3M | 62.3% |
| HARRIS ASSOCIATES L P | 13,978,492 | +338,114 | $1.80B | -$51.6M | 2.5% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 738,801 | +345,900 | $95.3M | +$41.9M | 88.0% |
| Holocene Advisors, LP | 1,373,650 | +374,650 | $177.3M | +$41.4M | 37.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 403,653 | +264,601 | $52.1M | +$33.2M | 190.3% |
| VICTORY CAPITAL MANAGEMENT INC | 1,057,512 | +286,688 | $136.5M | +$31.6M | 37.2% |
| Cerity Partners LLC | 356,866 | +240,844 | $46.1M | +$30.3M | 207.6% |
| Squarepoint Ops LLC | 278,744 | +234,765 | $36.0M | +$30.0M | 533.8% |
| Alyeska Investment Group, L.P. | 485,574 | +243,031 | $62.7M | +$29.7M | 100.2% |
| SEI INVESTMENTS CO | 376,371 | +194,711 | $48.6M | +$23.9M | 107.2% |
| BNP PARIBAS FINANCIAL MARKETS | 660,420 | +210,046 | $102.9M | +$20.5M | 46.6% |
| TD Asset Management Inc | 326,317 | +151,904 | $42.1M | +$18.4M | 87.1% |
| CIBC WORLD MARKET INC. | 265,842 | +144,638 | $34.3M | +$17.8M | 119.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,371,804 | +199,646 | $177.0M | +$17.6M | 17.0% |
| Connor, Clark & Lunn Investment Management Ltd. | 144,330 | +127,547 | $18.6M | +$16.3M | 760.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,944,561 | +89,621 | $509.0M | -$15.3M | 2.3% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 788,034 | +85,686 | $108.0M | +$12.5M | 12.2% |
| FEDERATED HERMES, INC. | 97,711 | +94,285 | $12.6M | +$12.1M | 2752.0% |
| BANK OF NOVA SCOTIA | 146,500 | +91,534 | $18.9M | +$11.4M | 166.5% |
| AMERIPRISE FINANCIAL INC | 521,250 | +108,852 | $67.2M | +$11.1M | 26.4% |
| LMR Partners LLP | 94,553 | +82,353 | $12.2M | +$10.5M | 675.0% |
| Focus Partners Wealth | 515,909 | +88,051 | $67.9M | +$9.7M | 20.6% |
| IEQ CAPITAL, LLC | 264,260 | +77,273 | $34.1M | +$8.7M | 41.3% |
| ZACKS INVESTMENT MANAGEMENT | 68,414 | +66,793 | $8.8M | +$8.6M | 4120.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 172,691 | +67,062 | $22.3M | +$7.9M | 63.5% |
| Walleye Capital LLC | 113,423 | +60,197 | $14.6M | +$7.4M | 113.1% |
| Lighthouse Investment Partners, LLC | 68,394 | +56,461 | $8.8M | +$7.2M | 473.1% |
| BANK OF AMERICA CORP /DE/ | 2,935,869 | +199,782 | $378.8M | +$6.7M | 7.3% |
| Horizon Investments, LLC | 63,290 | +52,348 | $8.2M | +$6.7M | 478.4% |
| B. Metzler seel. Sohn & Co. AG | 72,635 | +51,208 | $9.4M | +$6.5M | 239.0% |
| NATIONAL BANK OF CANADA /FI/ | 364,121 | +66,143 | $47.0M | +$6.5M | 22.2% |
| Quantinno Capital Management LP | 268,152 | +59,555 | $34.6M | +$6.2M | 28.6% |
| NFJ INVESTMENT GROUP, LLC | 62,574 | +48,947 | $8.1M | +$6.2M | 359.2% |
| RBF Capital, LLC | 100,000 | +50,000 | $12.9M | +$6.1M | 100.0% |
| Mariner, LLC | 1,179,388 | +98,361 | $152.2M | +$5.1M | 9.1% |
| LBP AM SA | 56,380 | +39,690 | $7.3M | +$5.0M | 237.8% |
| Sterling Capital Management LLC | 72,720 | +38,781 | $9.4M | +$4.8M | 114.3% |
| Empyrean Capital Partners, LP | 264,800 | +48,000 | $34.2M | +$4.7M | 22.1% |
| PRUDENTIAL FINANCIAL INC | 483,539 | +59,192 | $62.4M | +$4.7M | 13.9% |
| Korea Investment CORP | 313,727 | +49,695 | $40.5M | +$4.6M | 18.8% |
| CIBC Asset Management Inc | 95,885 | +38,266 | $12.4M | +$4.5M | 66.4% |
| JANE STREET GROUP, LLC | 841,776 | +74,023 | $108.6M | +$4.2M | 9.6% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 43,667 | +32,500 | $5.6M | +$4.1M | 291.0% |
| FIRST MANHATTAN CO. LLC. | 55,494 | +31,740 | $7.2M | +$3.9M | 133.6% |
| Point72 Asset Management, L.P. | 55,900 | +31,400 | $7.2M | +$3.9M | 128.2% |
| Flavin Financial Services, Inc. | 44,849 | +32,167 | $5.6M | +$3.8M | 253.6% |
| ICON ADVISERS INC/CO | 53,417 | +30,417 | $6.9M | +$3.8M | 132.2% |
| Bridgewater Associates, LP | 57,517 | +30,194 | $7.4M | +$3.7M | 110.5% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 27,332 | +27,008 | $3.5M | +$3.4M | 8335.8% |
| TRUIST FINANCIAL CORP | 675,084 | +10,585 | $87.1M | -$3.3M | 1.6% |
| PRINCIPAL FINANCIAL GROUP INC | 519,383 | +2,658 | $67.0M | -$3.3M | 0.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 90,826 | +27,934 | $11.7M | +$3.2M | 44.4% |
| AMERICAN CENTURY COMPANIES INC | 116,098 | +28,728 | $15.0M | +$3.1M | 32.9% |
| DEUTSCHE BANK AG\ | 1,049,771 | +75,729 | $135.5M | +$3.0M | 7.8% |
| Illinois Municipal Retirement Fund | 106,169 | +27,129 | $13.7M | +$2.9M | 34.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 188,953 | +30,274 | $24.4M | +$2.8M | 19.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,572 | +21,178 | $3.6M | +$2.7M | 331.2% |
| Concurrent Investment Advisors, LLC | 56,656 | +22,668 | $7.3M | +$2.7M | 66.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 110,827 | +25,240 | $14.3M | +$2.7M | 29.5% |
| National Pension Service | 614,059 | +11,960 | $79.2M | -$2.7M | 2.0% |
| Generali Asset Management SPA SGR | 56,647 | +22,006 | $7.3M | +$2.6M | 63.5% |
| GABELLI FUNDS LLC | 140,750 | +25,850 | $18.2M | +$2.5M | 22.5% |
| PRUDENTIAL PLC | 25,683 | +19,464 | $3.3M | +$2.5M | 313.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 151,226 | +14,038 | $20.6M | +$2.4M | 10.2% |
| BANK OF MONTREAL /CAN/ | 720,126 | +53,680 | $92.9M | +$2.3M | 8.1% |
| ALLSTATE CORP | 30,993 | +16,612 | $4.0M | +$2.0M | 115.5% |
| RNC CAPITAL MANAGEMENT LLC | 330,885 | +2,399 | $42.7M | -$2.0M | 0.7% |
| TWO SIGMA INVESTMENTS, LP | 22,500 | +15,500 | $2.9M | +$2.0M | 221.4% |
| OMERS ADMINISTRATION Corp | 30,252 | +14,600 | $3.9M | +$1.8M | 93.3% |
| HighTower Advisors, LLC | 369,586 | +6,058 | $47.7M | -$1.8M | 1.7% |
| Venture Visionary Partners LLC | 96,544 | +17,408 | $12.5M | +$1.7M | 22.0% |
| Woodline Partners LP | 68,768 | +15,358 | $8.9M | +$1.6M | 28.8% |
| MACKENZIE FINANCIAL CORP | 61,492 | +14,645 | $8.0M | +$1.6M | 31.3% |
| Ransom Advisory, Ltd | 14,900 | +11,175 | $2.0M | +$1.5M | 300.0% |
| OSAIC HOLDINGS, INC. | 215,322 | +20,856 | $27.8M | +$1.5M | 10.7% |
| Man Group plc | 53,245 | +13,515 | $6.9M | +$1.5M | 34.0% |
| CAPTRUST FINANCIAL ADVISORS | 153,788 | +17,866 | $19.8M | +$1.4M | 13.1% |
| Federation des caisses Desjardins du Quebec | 26,106 | +11,216 | $3.4M | +$1.3M | 75.3% |
| Beacon Pointe Advisors, LLC | 39,298 | +11,881 | $5.1M | +$1.3M | 43.3% |
| XTX Topco Ltd | 16,266 | +10,497 | $2.1M | +$1.3M | 181.9% |
| Farther Finance Advisors, LLC | 30,961 | +11,214 | $4.0M | +$1.3M | 56.8% |
| Canada Post Corp Registered Pension Plan | 27,130 | +12,245 | $3.5M | +$1.3M | 82.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 71,590 | +13,033 | $9.2M | +$1.3M | 22.3% |
| FRANKLIN RESOURCES INC | 214,855 | +1,880 | $27.7M | -$1.2M | 0.9% |
| Investment Management Corp of Ontario | 34,330 | +10,817 | $4.4M | +$1.2M | 46.0% |
| Versor Investments LP | 11,600 | +9,600 | $1.5M | +$1.2M | 480.0% |
| Russell Investments Group, Ltd. | 575,891 | +20,766 | $74.3M | -$1.2M | 3.7% |
| Mirae Asset Global Investments Co., Ltd. | 70,339 | +12,381 | $9.1M | +$1.2M | 21.4% |
| Curi Capital, LLC | 15,534 | +9,268 | $2.0M | +$1.2M | 147.9% |
| Aventail Capital Group, LP | 129,049 | +15,018 | $16.7M | +$1.1M | 13.2% |
| Creative Planning | 280,630 | +22,575 | $36.2M | +$1.1M | 8.7% |
| MUFG Securities EMEA plc | 16,518 | +8,783 | $2.1M | +$1.1M | 113.5% |
| Robeco Institutional Asset Management B.V. | 190,439 | +17,702 | $24.6M | +$1.1M | 10.2% |
| Raiffeisen Bank International AG | 16,152 | +8,511 | $2.1M | +$1.0M | 111.4% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 10,232 | +8,140 | $1.3M | +$1.0M | 389.1% |
| Friedenthal Financial | 7,589 | +7,434 | $979.3K | +$958.2K | 4796.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 56,100 | +3,296 | $7.2M | +$939.6K | 6.2% |
| Balyasny Asset Management L.P. | 21,230 | +7,983 | $2.7M | +$937.7K | 60.3% |
| MILLER HOWARD INVESTMENTS INC /NY | 290,810 | +8,319 | $37.5M | -$898.3K | 2.9% |
| Royal Fund Management, LLC | 53,901 | +9,214 | $7.0M | +$875.8K | 20.6% |
| NWAM LLC | 9,598 | +6,508 | $1.3M | +$854.4K | 210.6% |
| Wallington Asset Management, LLC | 136,632 | +759 | $17.6M | -$850.5K | 0.6% |
| Merit Financial Group, LLC | 31,557 | +7,737 | $4.1M | +$832.2K | 32.5% |
| BROWN ADVISORY INC | 68,353 | +9,487 | $8.8M | +$813.2K | 16.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 846,035 | +28,010 | $110.5M | -$801.0K | 3.4% |
| Vanguard Personalized Indexing Management, LLC | 65,533 | +9,292 | $8.5M | +$800.1K | 16.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | 256,111 | +7,410 | $33.0M | -$779.7K | 3.0% |
| AVIVA PLC | 366,820 | +24,460 | $47.3M | +$766.6K | 7.1% |
| QRG CAPITAL MANAGEMENT, INC. | 19,164 | +6,443 | $2.5M | +$742.6K | 50.6% |
| Vontobel Holding Ltd. | 39,484 | +7,477 | $5.1M | +$741.4K | 23.4% |
| U.S. Capital Wealth Advisors, LLC | 25,484 | +6,757 | $3.3M | +$741.3K | 36.1% |
| BROADWATER CAPITAL MANAGEMENT LLC | 114,570 | +107,370 | $1.1M | -$723.7K | 1491.3% |
| GREAT LAKES ADVISORS, LLC | 47,441 | +7,502 | $6.1M | +$689.4K | 18.8% |
| FIRST NATIONAL BANK OF OMAHA | 23,538 | +6,208 | $3.0M | +$683.2K | 35.8% |
| FIL Ltd | 7,740 | +5,389 | $998.8K | +$679.0K | 229.2% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 242,425 | +7,485 | $31.3M | -$674.0K | 3.2% |
| NorthCrest Asset Manangement, LLC | 27,068 | +3,482 | $3.8M | +$666.9K | 14.8% |
| Verity & Verity, LLC | 108,945 | +720 | $14.1M | -$662.5K | 0.7% |
| Pacific Heights Asset Management LLC | 100,000 | +10,000 | $12.9M | +$662.2K | 11.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 183,170 | +4,781 | $23.6M | -$628.2K | 2.7% |
| Centiva Capital, LP | 10,000 | +5,000 | $1.3M | +$610.3K | 100.0% |
| Foundations Investment Advisors, LLC | 15,376 | +5,251 | $2.0M | +$607.0K | 51.9% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 22,993 | +3,799 | $3.0M | +$603.2K | 19.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 147,408 | +3,171 | $19.0M | -$597.6K | 2.2% |
| KINGSWOOD WEALTH ADVISORS, LLC | 6,606 | +4,719 | $852.5K | +$595.8K | 250.1% |
| JONES FINANCIAL COMPANIES LLLP | 77,565 | +9,969 | $10.0M | +$594.6K | 14.7% |
| CCM INVESTMENT ADVISERS LLC | 94,574 | +489 | $12.2M | -$593.5K | 0.5% |
| NISA INVESTMENT ADVISORS, LLC | 178,559 | +4,939 | $23.0M | -$574.5K | 2.8% |
| Bellecapital International Ltd. | 7,536 | +4,453 | $972.4K | +$553.1K | 144.4% |
| Sequoia Financial Advisors, LLC | 36,616 | +5,940 | $4.7M | +$552.4K | 19.4% |
| Asset Management One Co., Ltd. | 180,906 | +13,908 | $23.3M | +$548.9K | 8.3% |
| Cetera Investment Advisers | 237,872 | +8,202 | $30.7M | -$544.9K | 3.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | 11,285 | +4,573 | $1.5M | +$543.3K | 68.1% |
| HBK Sorce Advisory LLC | 17,637 | +348 | $2.8M | +$543.1K | 2.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 9,355 | +4,397 | $1.2M | +$532.8K | 88.7% |
| Kovack Advisors, Inc. | 18,998 | +4,773 | $2.5M | +$516.5K | 33.5% |
| Callan Family Office, LLC | 9,320 | +4,248 | $1.2M | +$512.8K | 83.8% |
| Vise Technologies, Inc. | 20,327 | +4,758 | $2.6M | +$505.3K | 30.6% |
| ASSETMARK, INC | 7,360 | +4,069 | $949.8K | +$502.1K | 123.6% |
| Dakota Wealth Management | 46,666 | +5,959 | $6.0M | +$484.8K | 14.6% |
| FIRST CITIZENS BANK & TRUST CO | 7,438 | +3,764 | $959.8K | +$460.1K | 102.4% |
| Blackston Financial Advisory Group, LLC | 5,500 | +3,724 | $693.8K | +$452.2K | 209.7% |
| PANAGORA ASSET MANAGEMENT INC | 6,293 | +3,574 | $812.0K | +$442.2K | 131.4% |
| Bryn Mawr Trust Advisors, LLC | 74,001 | +598 | $9.5M | -$435.1K | 0.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 116,938 | +9,150 | $15.1M | +$428.3K | 8.5% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 67,687 | +375 | $8.7M | -$421.5K | 0.6% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10,075 | +3,613 | $1.3M | +$421.1K | 55.9% |
| DAYMARK WEALTH PARTNERS, LLC | 87,035 | +1,378 | $11.2M | -$420.0K | 1.6% |
| Gallagher Capital Advisors, LLC | 35,857 | +33,986 | $670.8K | +$416.3K | 1816.5% |
| ProShare Advisors LLC | 88,101 | +7,426 | $11.4M | +$395.1K | 9.2% |
| Nordwand Advisors, LLC | 58,326 | +140 | $7.5M | -$388.1K | 0.2% |
| Pinnacle Wealth Management Advisory Group, LLC | 6,611 | +3,147 | $853.1K | +$381.9K | 90.8% |
| MAI Capital Management | 53,363 | +10 | $6.9M | -$371.1K | 0.0% |
| Perpetual Ltd | 5,635 | +3,011 | $727.1K | +$370.2K | 114.7% |
| VestGen Advisors, LLC | 5,835 | +2,986 | $752.9K | +$365.3K | 104.8% |
| Soltis Investment Advisors LLC | 5,662 | +2,945 | $730.6K | +$361.1K | 108.4% |
| Simmons Bank | 74,319 | +1,176 | $9.6M | -$358.9K | 1.6% |
| Advisors Asset Management, Inc. | 53,089 | +110 | $6.9M | -$355.6K | 0.2% |
| Sivia Capital Partners, LLC | 6,958 | +2,950 | $897.8K | +$352.7K | 73.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 51,065 | +87 | $6.6M | -$344.6K | 0.2% |
| Brooklyn Investment Group | 14,887 | +2,767 | $1.9M | +$344.5K | 22.8% |
| IHT Wealth Management, LLC | 15,326 | +3,284 | $2.0M | +$339.8K | 27.3% |
| AlphaCore Capital LLC | 8,902 | +2,935 | $1.1M | +$337.1K | 49.2% |
| Wealthspire Advisors, LLC | 10,607 | +3,021 | $1.4M | +$336.9K | 39.8% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 55,275 | +365 | $7.1M | -$336.2K | 0.7% |
| Steward Partners Investment Advisory, LLC | 109,084 | +3,210 | $14.1M | -$324.8K | 3.0% |
| Advisors Capital Management, LLC | 73,851 | +6,164 | $9.5M | +$322.9K | 9.1% |
| SevenBridge Financial Group, LLC | 38,496 | +1,626 | $5.4M | +$315.6K | 4.4% |
| MACQUARIE GROUP LTD | 54,958 | +5,139 | $7.1M | +$315.1K | 10.3% |
| Fisher Asset Management, LLC | 12,222 | +2,841 | $1.6M | +$301.0K | 30.3% |
| Caerus Investment Advisors, LLC | 8,148 | +2,614 | $1.1M | +$298.7K | 47.2% |
| Global Retirement Partners, LLC | 11,681 | +2,792 | $1.5M | +$298.2K | 31.4% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 46,452 | +219 | $6.0M | -$294.4K | 0.5% |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,793 | +2,397 | $618.5K | +$292.6K | 100.0% |
| Disciplined Investments, LLC | 45,491 | +189 | $5.9M | -$291.9K | 0.4% |
| Savvy Advisors, Inc. | 8,831 | +2,599 | $1.1M | +$291.8K | 41.7% |
| MML INVESTORS SERVICES, LLC | 185,128 | +11,644 | $23.9M | +$291.6K | 6.7% |
| WADDELL & ASSOCIATES, LLC | 5,314 | +2,405 | $685.8K | +$290.1K | 82.7% |
| Mirador Capital Partners LP | 50,549 | +482 | $6.5M | -$287.3K | 1.0% |
| NewEdge Wealth, LLC | 11,541 | +2,697 | $1.5M | +$287.0K | 30.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,836 | +542 | $6.6M | -$281.1K | 1.1% |
| Prestige Wealth Management Group LLC | 2,551 | +2,193 | $328.9K | +$280.3K | 612.6% |
| Mitsubishi UFJ Trust & Banking Corp | 183,707 | +7,374 | $23.7M | -$279.3K | 4.2% |
| CreativeOne Wealth, LLC | 6,358 | +2,347 | $820.5K | +$274.8K | 58.5% |
| MGO ONE SEVEN LLC | 11,948 | +2,613 | $1.5M | +$272.0K | 28.0% |
| Stablepoint Partners, LLC | 48,389 | +510 | $6.2M | -$268.5K | 1.1% |
| Trajan Wealth LLC | 41,967 | +183 | $5.4M | -$268.0K | 0.4% |
| Equitable Holdings, Inc. | 16,229 | +2,784 | $2.1M | +$265.4K | 20.7% |
| Vestmark Advisory Solutions, Inc. | 10,510 | +2,480 | $1.4M | +$264.0K | 30.9% |
| LRT Capital Management, LLC | 7,257 | +2,271 | $936.4K | +$258.2K | 45.5% |
| RFG Advisory, LLC | 15,639 | +2,676 | $2.0M | +$254.8K | 20.6% |
| ROTHSCHILD INVESTMENT LLC | 41,376 | +270 | $5.3M | -$252.1K | 0.7% |
| Fiera Capital Corp | 41,953 | +302 | $5.4M | -$251.8K | 0.7% |
| Czech National Bank | 106,245 | +3,605 | $13.7M | -$251.2K | 3.5% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 36,214 | +46 | $4.7M | -$246.5K | 0.1% |
| DANSKE BANK A/S | 7,939 | +2,200 | $1.0M | +$243.8K | 38.3% |
| BRADY FAMILY WEALTH, LLC | 34,787 | +34 | $4.5M | -$238.3K | 0.1% |
| &PARTNERS | 281,577 | +15,872 | $36.3M | +$234.0K | 6.0% |
| QTR Family Wealth, LLC | 5,023 | +877 | $790.1K | +$226.2K | 21.1% |
| Miracle Mile Advisors, LLC | 32,813 | +77 | $4.2M | -$218.5K | 0.2% |
| Petros Family Wealth, LLC | 7,416 | +1,965 | $956.9K | +$215.4K | 36.0% |
| Machina Capital S.A.S. | 7,514 | +1,950 | $969.6K | +$212.8K | 35.0% |
| STRATEGIC PLANNING GROUP, LLC | 58,540 | +4,568 | $7.6M | +$212.7K | 8.5% |
| SATURNA CAPITAL CORP | 5,624 | +1,843 | $725.7K | +$211.4K | 48.7% |
| Inscription Capital, LLC | 11,874 | +2,152 | $1.5M | +$209.9K | 22.1% |
| Telos Capital Management, Inc. | 57,803 | +1,435 | $7.5M | -$208.3K | 2.5% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 8,373 | +31 | $1.3M | +$206.2K | 0.4% |
| OVERSEA-CHINESE BANKING Corp Ltd | 4,732 | +1,632 | $610.6K | +$189.0K | 52.6% |
| Cheviot Value Management, LLC | 22,146 | +11 | $3.1M | +$188.0K | 0.0% |
| DNB Asset Management AS | 85,043 | +2,995 | $11.0M | -$186.2K | 3.6% |
| Aprio Wealth Management, LLC | 1,788 | +67 | $412.0K | +$177.9K | 3.9% |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 30,718 | +299 | $4.0M | -$173.7K | 1.0% |
| Bleakley Financial Group, LLC | 14,414 | +2,017 | $1.9M | +$173.7K | 16.3% |
| Stratos Investment Management, LLC | 32,728 | +442 | $4.2M | -$168.3K | 1.4% |
| Trust Co | 1,646 | +1,317 | $212.4K | +$167.6K | 400.3% |
| World Investment Advisors | 12,407 | +599 | $1.4M | -$165.6K | 5.1% |
| Cardinal Capital Management | 28,473 | +268 | $3.7M | -$162.3K | 0.9% |
| Rathbones Group PLC | 6,605 | +1,520 | $852.3K | +$160.6K | 29.9% |
| JOHNSON INVESTMENT COUNSEL INC | 24,527 | +98 | $3.2M | -$157.9K | 0.4% |
| BROWN BROTHERS HARRIMAN & CO | 3,681 | +1,349 | $475.0K | +$157.8K | 57.8% |
| ANGELES WEALTH MANAGEMENT, LLC | 5,543 | +1,428 | $715.3K | +$155.5K | 34.7% |
| Tidal Investments LLC | 16,651 | +1,987 | $2.1M | +$154.0K | 13.6% |
| Golden State Equity Partners | 3,028 | +1,277 | $390.8K | +$152.6K | 72.9% |
| RITHOLTZ WEALTH MANAGEMENT | 3,158 | +1,280 | $407.5K | +$152.1K | 68.2% |
| DRIVE WEALTH MANAGEMENT, LLC | 5,314 | +1,389 | $685.7K | +$151.8K | 35.4% |
| PINNACLE ASSOCIATES LTD | 35,279 | +2,912 | $4.6M | +$149.9K | 9.0% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 4,598 | +1,328 | $593.3K | +$148.5K | 40.6% |
| CHOREO, LLC | 23,698 | +54 | $3.1M | -$145.7K | 0.2% |
| Jupiter Wealth Management LLC | 2,250 | +700 | $351.6K | +$140.8K | 45.2% |
| Generali Investments, Management Co LLC | 4,021 | +1,228 | $518.9K | +$139.0K | 44.0% |
| PRINCIPAL SECURITIES, INC. | 11,074 | +1,585 | $1.4M | +$138.2K | 16.7% |
| Parcion Private Wealth LLC | 13,043 | +1,685 | $1.7M | +$138.2K | 14.8% |
| Pallas Capital Advisors LLC | 12,017 | +1,629 | $1.6M | +$137.7K | 15.7% |
| CarsonAllaria Wealth Management, Ltd. | 2,694 | +1,149 | $347.6K | +$137.5K | 74.4% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 2,977 | +1,162 | $384.1K | +$137.3K | 64.0% |
| Chicago Partners Investment Group LLC | 11,703 | +328 | $1.7M | +$136.0K | 2.9% |
| AE Wealth Management LLC | 12,304 | +1,628 | $1.6M | +$135.5K | 15.2% |
| O'Keefe Stevens Advisory, Inc. | 25,007 | +311 | $3.2M | -$132.2K | 1.3% |
| Perigon Wealth Management, LLC | 7,327 | +1,333 | $945.5K | +$130.1K | 22.2% |
| Kuhn & Co Investment Counsel | 4,994 | +1,209 | $644.5K | +$129.6K | 31.9% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 3,244 | +1,118 | $418.6K | +$129.4K | 52.6% |
| FAS Wealth Partners, Inc. | 6,132 | +1,253 | $791.3K | +$127.6K | 25.7% |
| Summit Trail Advisors, LLC | 21,172 | +192 | $2.7M | -$121.7K | 0.9% |
| Caldwell Trust Co | 17,389 | +1,782 | $2.2M | +$121.0K | 11.4% |
| Marion Wealth Management | 14,459 | +287 | $2.0M | +$118.9K | 2.0% |
| EverSource Wealth Advisors, LLC | 9,439 | +1,351 | $1.2M | +$117.8K | 16.7% |
| COOKSON PEIRCE & CO INC | 3,008 | +1,015 | $388.2K | +$117.1K | 50.9% |
| SFMG, LLC | 2,859 | +1,000 | $369.0K | +$116.1K | 53.8% |
| DAVENPORT & Co LLC | 26,500 | +509 | $3.4M | -$115.8K | 1.9% |
| CATALYST FINANCIAL PARTNERS LLC | 2,857 | +990 | $368.7K | +$114.7K | 53.0% |
| MARTINGALE ASSET MANAGEMENT L P | 5,423 | +1,120 | $699.8K | +$114.5K | 26.0% |
| Aptus Capital Advisors, LLC | 48,180 | +3,312 | $6.2M | +$114.2K | 7.4% |
| First National Advisers, LLC | 17,064 | +36 | $2.2M | -$113.5K | 0.2% |
| EQUITABLE TRUST CO | 22,243 | +311 | $2.9M | -$113.0K | 1.4% |
| STOCK YARDS BANK & TRUST CO | 16,987 | +42 | $2.2M | -$112.9K | 0.2% |
| Atria Investments, Inc | 17,704 | +80 | $2.3M | -$112.8K | 0.5% |
| Teamwork Financial Advisors, LLC | 2,925 | +973 | $377.4K | +$111.8K | 49.8% |
| BIRCH FINANCIAL GROUP, LLC | 16,141 | +7 | $2.1M | -$111.8K | 0.0% |
| WealthShield Partners, LLC | 2,954 | +958 | $381.2K | +$109.7K | 48.0% |
| EARNED WEALTH ADVISORS, LLC | 3,361 | +979 | $433.7K | +$109.6K | 41.1% |
| William B. Walkup & Associates, Inc. | 15,777 | +16 | $2.0M | -$107.9K | 0.1% |
| TIAA TRUST, NATIONAL ASSOCIATION | 16,983 | +79 | $2.2M | -$107.8K | 0.5% |
| TRANSCEND CAPITAL ADVISORS, LLC | 6,039 | +1,101 | $779.3K | +$107.6K | 22.3% |
| Norinchukin Bank, The | 29,027 | +2,278 | $3.7M | +$107.2K | 8.5% |
| Crossmark Global Holdings, Inc. | 22,680 | +1,950 | $2.9M | +$106.9K | 9.4% |
| Somerset Trust Co | 20,937 | +298 | $2.7M | -$105.6K | 1.4% |
| WESTWOOD HOLDINGS GROUP INC | 12,886 | +1,422 | $1.7M | +$103.8K | 12.4% |
| EVOKE WEALTH, LLC | 5,427 | +1,040 | $700.2K | +$103.5K | 23.7% |
| New Age Alpha Advisors, LLC | 21,842 | +1,866 | $2.8M | +$101.4K | 9.3% |
| Diversified Trust Co | 28,821 | +733 | $3.7M | -$101.3K | 2.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | 14,726 | +13 | $1.9M | -$101.0K | 0.1% |
| Krilogy Financial LLC | 14,412 | +264 | $2.0M | +$100.2K | 1.9% |
| NICOLET ADVISORY SERVICES, LLC | 7,610 | +373 | $1.1M | +$98.7K | 5.2% |
| Haverford Trust Co | 14,096 | +9 | $1.8M | -$97.2K | 0.1% |
| Essex Financial Services, Inc. | 6,564 | +1,043 | $847.0K | +$96.1K | 18.9% |
| Candriam S.C.A. | 22,955 | +1,874 | $3.0M | +$94.8K | 8.9% |
| SouthState Corp | 14,277 | +36 | $1.8M | -$94.8K | 0.3% |
| Harvest Portfolios Group Inc. | 13,705 | +8 | $1.8M | -$94.6K | 0.1% |
| Private Capital Management, LLC | 13,402 | +1 | $1.7M | -$93.3K | 0.0% |
| Compagnie Lombard Odier SCmA | 1,112 | +742 | $143.5K | +$93.2K | 200.5% |
| MISSION WEALTH MANAGEMENT, LP | 7,094 | +1,044 | $915.4K | +$92.5K | 17.3% |
| OneDigital Investment Advisors LLC | 28,839 | +805 | $3.7M | -$91.8K | 2.9% |
| Segment Wealth Management, LLC | 14,071 | +50 | $1.8M | -$91.4K | 0.3% |
| WISCONSIN CAPITAL MANAGEMENT LLC | 17,215 | +235 | $2.2M | -$88.2K | 1.4% |
| MILLER WEALTH ADVISORS, LLC | 1,422 | +715 | $183.5K | +$87.4K | 101.1% |
| Successful Portfolios LLC | 3,049 | +496 | $433.5K | +$86.2K | 19.4% |
| CITY HOLDING CO | 18,562 | +319 | $2.4M | -$86.2K | 1.7% |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 20,681 | +429 | $2.7M | -$86.0K | 2.1% |
| Newman Dignan & Sheerar, Inc. | 2,409 | +753 | $310.9K | +$85.6K | 45.5% |
| Huntleigh Advisors, Inc. | 19,617 | +1,626 | $2.5M | +$84.2K | 9.0% |
| TRUST CO OF VERMONT | 5,455 | +893 | $703.9K | +$83.4K | 19.6% |
| RIVERSEDGE ADVISORS, LLC | 2,275 | +722 | $293.5K | +$82.3K | 46.5% |
| Independent Solutions Wealth Management, LLC | 15,344 | +184 | $2.0M | -$82.0K | 1.2% |
| Ascent Group, LLC | 3,357 | +768 | $433.1K | +$80.9K | 29.7% |
| DecisionPoint Financial, LLC | 627 | +623 | $80.9K | +$80.4K | 15575.0% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,504 | +286 | $581.3K | +$78.0K | 6.8% |
| Pathway Financial Advisers, LLC | 12,003 | +12 | $1.5M | -$76.9K | 0.1% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 3,985 | +422 | $544.5K | +$76.7K | 11.8% |
| EXENCIAL WEALTH ADVISORS, LLC | 22,409 | +586 | $2.9M | -$76.7K | 2.7% |
| Stratos Wealth Partners, LTD. | 19,281 | +426 | $2.5M | -$76.6K | 2.3% |
| KMG FIDUCIARY PARTNERS, LLC | 21,289 | +531 | $2.7M | -$76.4K | 2.5% |
| Orion Porfolio Solutions, LLC | 28,159 | +888 | $3.6M | -$75.8K | 3.3% |
| True North Advisors, LLC | 2,391 | +673 | $308.6K | +$74.9K | 39.2% |
| ROWLANDMILLER & PARTNERS.ADV | 12,882 | +114 | $1.7M | -$74.4K | 0.9% |
| TD Waterhouse Canada Inc. | 58,344 | +1,911 | $7.5M | -$73.6K | 3.4% |
| CFM WEALTH PARTNERS LLC | 10,623 | +6 | $1.4M | -$73.4K | 0.1% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 48,041 | +3,003 | $6.2M | +$73.0K | 6.7% |
| Cullen/Frost Bankers, Inc. | 20,108 | +1,559 | $2.6M | +$71.7K | 8.4% |
| AZZAD ASSET MANAGEMENT INC /ADV | 22,836 | +648 | $2.9M | -$71.2K | 2.9% |
| Transamerica Financial Advisors, LLC | 2,257 | +631 | $291.2K | +$70.1K | 38.8% |
| Energy Income Partners, LLC | 13,501 | +178 | $1.7M | -$70.0K | 1.3% |
| YHB Investment Advisors, Inc. | 14,183 | +215 | $1.8M | -$69.8K | 1.5% |
| Snowden Capital Advisors LLC | 11,079 | +65 | $1.4M | -$68.3K | 0.6% |
| BANK OZK | 16,852 | +368 | $2.2M | -$67.6K | 2.2% |
| Clark Capital Management Group, Inc. | 2,664 | +630 | $343.8K | +$67.1K | 31.0% |
| ENDEAVOR PRIVATE WEALTH, INC. | 6,259 | +811 | $807.6K | +$66.5K | 14.9% |
| Retirement Planning Group, LLC | 2,407 | +604 | $310.7K | +$65.4K | 33.5% |
| Smith Group Asset Management, LLC | 10,154 | +43 | $1.3M | -$65.0K | 0.4% |
| Sharp Financial Services, LLC | 3,526 | +658 | $455.0K | +$64.9K | 22.9% |
| Meridian Wealth Management, LLC | 2,129 | +582 | $274.8K | +$64.3K | 37.6% |
| Americana Partners, LLC | 22,087 | +673 | $2.9M | -$62.6K | 3.1% |
| Canal Capital Management, LLC | 5,289 | +30 | $700.8K | +$62.5K | 0.6% |
| BEACON INVESTMENT ADVISORS LLC | 9,369 | +28 | $1.2M | -$61.5K | 0.3% |
| J. Safra Sarasin Holding AG | 5,608 | +733 | $723.7K | +$60.6K | 15.0% |
| Avior Wealth Management, LLC | 9,817 | +948 | $1.3M | +$60.5K | 10.7% |
| Sowell Financial Services LLC | 11,261 | +156 | $1.5M | -$57.3K | 1.4% |
| Crestwood Advisors Group, LLC | 2,145 | +532 | $276.8K | +$57.3K | 33.0% |
| Busey Bank | 4,086 | +631 | $527.3K | +$57.3K | 18.3% |
| GUYASUTA INVESTMENT ADVISORS INC | 8,871 | +35 | $1.1M | -$57.2K | 0.4% |
| VSM Wealth Advisory, LLC | 1,302 | +472 | $168.0K | +$55.1K | 56.9% |
| Impact Capital Partners LLC | 9,197 | +874 | $1.2M | +$54.7K | 10.5% |
| Moors & Cabot, Inc. | 10,293 | +127 | $1.3M | -$54.6K | 1.2% |
| Barry Investment Advisors, LLC | 8,099 | +27 | $1.0M | -$52.9K | 0.3% |
| NOMURA HOLDINGS INC | 80,981 | +4,542 | $10.4M | +$52.6K | 5.9% |
| GREENLEAF TRUST | 9,289 | +94 | $1.2M | -$52.1K | 1.0% |
| Rockefeller Capital Management L.P. | 150,755 | +8,117 | $19.5M | +$51.9K | 5.7% |
| Lantern Wealth Advisors, LLC | 2,761 | +514 | $356.4K | +$50.6K | 22.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 8,190 | +51 | $1.1M | -$50.2K | 0.6% |
| Drucker Wealth 3.0, LLC | 6,336 | +694 | $817.6K | +$50.2K | 12.3% |
| Fifth Third Wealth Advisors LLC | 8,110 | +48 | $1.0M | -$50.1K | 0.6% |
| GRIMES & COMPANY, INC. | 8,390 | +67 | $1.1M | -$49.4K | 0.8% |
| Hilltop National Bank | 11,715 | +964 | $1.5M | +$49.4K | 9.0% |
| CBIZ Investment Advisory Services, LLC | 384 | +375 | $49.6K | +$48.3K | 4166.7% |
| Strategic Advisors LLC | 7,014 | +5 | $905.2K | -$48.3K | 0.1% |
| JANUS HENDERSON GROUP PLC | 22,853 | +816 | $2.9M | -$48.1K | 3.7% |
| WealthTrust Axiom LLC | 6,852 | +4 | $884.2K | -$47.2K | 0.1% |
| SeaCrest Wealth Management, LLC | 3,226 | +194 | $444.8K | +$46.7K | 6.4% |
| RWA WEALTH PARTNERS, LLC | 4,930 | +588 | $636.2K | +$45.6K | 13.5% |
| Aaron Wealth Advisors LLC | 5,681 | +625 | $733.1K | +$45.4K | 12.4% |
| HB Wealth Management, LLC | 34,466 | +1,437 | $4.4M | -$45.1K | 4.3% |
| Forza Wealth Management, LLC | 3,167 | +493 | $408.7K | +$45.0K | 18.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,536 | +407 | $198.2K | +$44.6K | 36.0% |
| waypoint wealth counsel | 4,348 | +549 | $561.1K | +$44.3K | 14.4% |
| Caprock Group, LLC | 18,349 | +454 | $2.4M | -$44.2K | 2.5% |
| Great Lakes Retirement, Inc. | 15,859 | +493 | $2.0M | -$43.6K | 3.2% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 10,731 | +231 | $1.4M | -$43.5K | 2.2% |
| TBH Global Asset Management, LLC | 16,115 | +508 | $2.1M | -$43.4K | 3.3% |
| Cornerstone Wealth Management, LLC | 7,373 | +61 | $951.4K | -$43.3K | 0.8% |
| BOOTHBAY FUND MANAGEMENT, LLC | 4,225 | +534 | $545.2K | +$43.1K | 14.5% |
| Aviance Capital Partners, LLC | 6,604 | +31 | $852.2K | -$41.9K | 0.5% |
| Activest Wealth Management | 400 | +328 | $51.6K | +$41.8K | 455.6% |
| Advisor OS, LLC | 5,125 | +566 | $661.4K | +$41.3K | 12.4% |
| TFC Financial Management, Inc. | 1,163 | +362 | $150.0K | +$41.1K | 45.2% |
| Kera Capital Partners, Inc. | 2,422 | +165 | $347.7K | +$40.7K | 7.3% |
| Apella Capital, LLC | 3,255 | +292 | $420.1K | +$39.7K | 9.8% |
| Fiduciary Alliance LLC | 5,973 | +16 | $770.8K | -$39.5K | 0.3% |
| Valmark Advisers, Inc. | 6,197 | +34 | $799.6K | -$38.6K | 0.6% |
| Accurate Wealth Management, LLC | 2,885 | +43 | $410.2K | +$38.4K | 1.5% |
| Florida Trust Wealth Management Co | 8,942 | +177 | $1.2M | -$38.3K | 2.0% |
| Rossby Financial, LCC | 4,040 | +448 | $521.3K | +$37.9K | 12.5% |
| LVZ, Inc. | 5,571 | +8 | $718.9K | -$37.8K | 0.1% |
| SCS Capital Management LLC | 7,979 | +132 | $1.0M | -$37.8K | 1.7% |
| VeraBank, N.A. | 2,191 | +389 | $282.7K | +$37.6K | 21.6% |
| WEATHERLY ASSET MANAGEMENT L. P. | 5,282 | +1 | $681.6K | -$36.7K | 0.0% |
| SIGNATUREFD, LLC | 8,898 | +189 | $1.1M | -$36.4K | 2.2% |
| Capital Advisors Wealth Management, LLC | 8,622 | +178 | $1.1M | -$36.0K | 2.1% |
| SG Americas Securities, LLC | 287,247 | +276,958 | $37.1K | +$35.7K | 2691.8% |
| Checchi Capital Advisers, LLC | 5,144 | +2 | $663.8K | -$35.6K | 0.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 13,593 | +438 | $1.8M | -$35.3K | 3.3% |
| MASTER'S WEALTH MANAGEMENT INC. | 3,246 | +425 | $418.9K | +$35.2K | 15.1% |
| VIRTUE ASSET MANAGEMENT LLC | 9,348 | +222 | $1.2M | -$35.1K | 2.4% |
| GWN SECURITIES INC. | 4,512 | +532 | $582.3K | +$34.3K | 13.4% |
| Allspring Global Investments Holdings, LLC | 139,014 | +4,405 | $18.2M | +$34.0K | 3.3% |
| First National Trust Co | 6,841 | +101 | $882.8K | -$34.0K | 1.5% |
| SUMMIT SECURITIES GROUP LLC | 998 | +301 | $128.8K | +$34.0K | 43.2% |
| Sound Income Strategies, LLC | 1,638 | +166 | $226.5K | +$33.6K | 11.3% |
| SYM FINANCIAL Corp | 2,522 | +375 | $325.4K | +$33.4K | 17.5% |
| Clearstead Advisors, LLC | 12,184 | +382 | $1.6M | -$33.2K | 3.2% |
| Abundance Wealth Counselors | 5,658 | +50 | $730.1K | -$32.7K | 0.9% |
| MCF Advisors LLC | 6,507 | +99 | $839.7K | -$31.9K | 1.5% |
| PRIVATE TRUST CO NA | 6,398 | +100 | $825.6K | -$31.1K | 1.6% |
| Douglas Lane & Associates, LLC | 2,290 | +340 | $295.5K | +$30.3K | 17.4% |
| Capula Management Ltd | 2,131 | +331 | $275.0K | +$30.1K | 18.4% |
| WEBSTER BANK, N. A. | 501 | +243 | $64.6K | +$29.6K | 94.2% |
| Peregrine Asset Advisers, Inc. | 4,444 | +14 | $573.5K | -$29.1K | 0.3% |
| EVOLUTION WEALTH MANAGEMENT INC. | 435 | +225 | $57.6K | +$29.0K | 107.1% |
| Nippon Life Global Investors Americas, Inc. | 4,730 | +30 | $610.4K | -$28.9K | 0.6% |
| MEANS INVESTMENT CO., INC. | 4,170 | +1 | $538.1K | -$28.9K | 0.0% |
| Veracity Capital LLC | 4,480 | +19 | $578.1K | -$28.7K | 0.4% |
| Burford Brothers, Inc. | 4,123 | +2 | $532.0K | -$28.6K | 0.0% |
| Montecito Bank & Trust | 5,477 | +75 | $706.8K | -$28.0K | 1.4% |
| Meeder Advisory Services, Inc. | 12,804 | +861 | $1.7M | +$27.8K | 7.2% |
| Arvest Bank Trust Division | 8,024 | +208 | $1.0M | -$27.7K | 2.7% |
| Austin Private Wealth, LLC | 3,305 | +373 | $426.5K | +$27.7K | 12.7% |
| JT Stratford LLC | 2,321 | +316 | $299.5K | +$26.8K | 15.8% |
| Tyche Wealth Partners LLC | 5,763 | +100 | $743.7K | -$26.6K | 1.8% |
| DEARBORN PARTNERS LLC | 4,872 | +57 | $628.7K | -$26.3K | 1.2% |
| Focus Financial Network, Inc. | 4,422 | +35 | $570.6K | -$26.1K | 0.8% |
| Frank, Rimerman Advisors LLC | 3,933 | +10 | $507.5K | -$26.1K | 0.3% |
| Coastal Bridge Advisors, LLC | 5,891 | +112 | $760.1K | -$26.0K | 1.9% |
| CIDEL ASSET MANAGEMENT INC | 8,340 | +237 | $1.1M | -$26.0K | 2.9% |
| SJS Investment Consulting Inc. | 1,913 | +288 | $246.9K | +$25.8K | 17.7% |
| PDS Planning, Inc | 3,890 | +10 | $502.0K | -$25.8K | 0.3% |
| CAPITAL ADVISORS INC/OK | 15,701 | +995 | $2.0M | +$25.7K | 6.8% |
| Sigma Planning Corp | 9,958 | +299 | $1.3M | -$25.7K | 3.1% |
| Gryphon Financial Partners LLC | 4,736 | +429 | $611.2K | +$25.4K | 10.0% |
| BLB&B Advisors, LLC | 1,875 | +282 | $241.9K | +$25.3K | 17.7% |
| Essex Savings Bank | 5,468 | +95 | $705.6K | -$25.2K | 1.8% |
| Southland Equity Partners LLC | 3,924 | +15 | $506.4K | -$25.2K | 0.4% |
| Arkfeld Wealth Strategies, L.L.C. | 4,599 | +21 | $634.1K | +$25.2K | 0.5% |
| Cornerstone Wealth Group, LLC | 5,172 | +81 | $667.4K | -$25.1K | 1.6% |
| Biltmore Wealth Management, LLC | 4,099 | +26 | $529.0K | -$25.0K | 0.6% |
| Diversified Enterprises, LLC | 2,422 | +307 | $312.6K | +$24.9K | 14.5% |
| NVWM, LLC | 4,792 | +67 | $618.3K | -$24.5K | 1.4% |
| SWAN Capital LLC | 208 | +190 | $26.8K | +$24.4K | 1055.5% |
| InTrack Investment Management Inc | 1,803 | +267 | $232.7K | +$23.7K | 17.4% |
| San Luis Wealth Advisors LLC | 41,039 | +1,931 | $5.3M | -$23.7K | 4.9% |
| Accordant Advisory Group Inc | 200 | +180 | $25.8K | +$23.1K | 900.0% |
| Blue Edge Capital, LLC | 3,302 | +4 | $426.0K | -$22.6K | 0.1% |
| Cornerstone Planning Group LLC | 159 | +157 | $22.6K | +$22.5K | 7850.0% |
| HighPoint Advisor Group LLC | 7,083 | +199 | $914.0K | -$22.3K | 2.9% |
| Cladis Investment Advisory, LLC | 7,078 | +200 | $913.4K | -$22.2K | 2.9% |
| RiverFront Investment Group, LLC | 2,090 | +269 | $269.7K | +$22.0K | 14.8% |
| Tanager Wealth Management LLP | 3,326 | +9 | $429.2K | -$22.0K | 0.3% |
| Granite Group Advisors, LLC | 3,148 | +1 | $406.2K | -$21.9K | 0.0% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 3,149 | +4 | $406.3K | -$21.4K | 0.1% |
| Waldron Private Wealth LLC | 3,250 | +10 | $419.4K | -$21.3K | 0.3% |
| Journey Advisory Group, LLC | 3,472 | +22 | $448.0K | -$21.2K | 0.6% |
| Roundview Capital LLC | 3,427 | +20 | $442.2K | -$21.2K | 0.6% |
| Independence Bank of Kentucky | 3,255 | +14 | $420.0K | -$20.8K | 0.4% |
| Obermeyer Wealth Partners | 3,145 | +10 | $405.8K | -$20.6K | 0.3% |
| Evergreen Wealth Solutions, LLC | 1,906 | +248 | $245.9K | +$20.4K | 14.9% |
| IFG Advisory, LLC | 2,938 | +2 | $379.2K | -$20.2K | 0.1% |
| MOODY NATIONAL BANK TRUST DIVISION | 3,436 | +29 | $443.4K | -$20.0K | 0.8% |
| Fulton Bank, N.A. | 4,010 | +59 | $517.5K | -$20.0K | 1.5% |
| Sustainable Insight Capital Management, LLC | 12,751 | +800 | $1.6M | +$19.8K | 6.7% |
| Welch Group, LLC | 3,337 | +26 | $430.6K | -$19.8K | 0.8% |
| Pictet Asset Management Holding SA | 214,279 | +11,181 | $27.6M | +$19.3K | 5.5% |
| Garrett Wealth Advisory Group, LLC | 6,871 | +213 | $886.6K | -$19.0K | 3.2% |
| Persium Advisors, LLC | 2,917 | +15 | $376.4K | -$18.3K | 0.5% |
| Gratus Wealth Advisors, LLC | 4,236 | +83 | $546.6K | -$18.3K | 2.0% |
| Howard Capital Management Inc. | 2,866 | +15 | $369.8K | -$18.0K | 0.5% |
| FINANCIAL CONSULATE, INC | 315 | +147 | $40.7K | +$17.8K | 87.5% |
| Stiles Financial Services Inc | 2,806 | +13 | $362.1K | -$17.8K | 0.5% |
| Capital Advantage, Inc. | 2,542 | +1 | $328.0K | -$17.6K | 0.0% |
| North Star Investment Management Corp. | 2,669 | +8 | $344.4K | -$17.6K | 0.3% |
| CFS Investment Advisory Services, LLC | 5,236 | +101 | $675.7K | -$17.5K | 2.0% |
| Qsemble Capital Management, LP | 2,501 | +255 | $322.7K | +$17.2K | 11.3% |
| LBMC INVESTMENT ADVISORS, LLC | 2,474 | +1 | $319.2K | -$17.1K | 0.0% |
| SPINNAKER TRUST | 3,901 | +75 | $503.4K | -$17.0K | 2.0% |
| True Wealth Design, LLC | 1,369 | +192 | $176.7K | +$16.6K | 16.3% |
| Uniting Wealth Partners, LLC | 2,430 | +4 | $313.6K | -$16.4K | 0.2% |
| Compound Planning, Inc. | 6,395 | +208 | $825.2K | -$16.3K | 3.4% |
| Empire Financial Management Company, LLC | 4,276 | +100 | $551.8K | -$16.2K | 2.4% |
| Aull & Monroe Investment Management Corp | 4,237 | +100 | $546.7K | -$16.0K | 2.4% |
| CULLEN INVESTMENT GROUP, LTD. | 1,635 | +5 | $232.5K | +$15.6K | 0.3% |
| Plante Moran Financial Advisors, LLC | 790 | +154 | $101.9K | +$15.4K | 24.2% |
| GAMMA Investing LLC | 14,738 | +643 | $1.9M | -$15.4K | 4.6% |
| Red Door Wealth Management, LLC | 2,203 | +1 | $284.3K | -$15.2K | 0.0% |
| HCR Wealth Advisors | 3,520 | +41 | $454.2K | -$15.2K | 1.2% |
| SYON CAPITAL LLC | 5,314 | +161 | $685.7K | -$15.2K | 3.1% |
| Sterling Investment Advisors, Ltd. | 2,424 | +235 | $312.8K | +$15.0K | 10.7% |
| Aljian Capital Management, LLC | 2,242 | +5 | $289.3K | -$15.0K | 0.2% |
| TD Capital Management LLC | 2,127 | +1 | $274.5K | -$14.7K | 0.0% |
| Gilliland Jeter Wealth Management LLC | 2,320 | +12 | $299.4K | -$14.6K | 0.5% |
| NAPLES GLOBAL ADVISORS, LLC | 2,124 | +3 | $274.1K | -$14.5K | 0.1% |
| Clifford Group, LLC | 3,315 | +64 | $427.8K | -$14.4K | 2.0% |
| Cadent Capital Advisors, LLC | 2,267 | +10 | $292.6K | -$14.4K | 0.4% |
| SCOTIA CAPITAL INC. | 3,025 | +50 | $390.3K | -$14.4K | 1.7% |
| Smartleaf Asset Management LLC | 4,207 | +349 | $545.2K | +$14.4K | 9.0% |
| COZAD ASSET MANAGEMENT INC | 3,703 | +85 | $477.9K | -$14.3K | 2.3% |
| Columbia Bank | 11,709 | +157 | $1.5M | +$14.1K | 1.4% |
| McAdam, LLC | 2,068 | +208 | $266.8K | +$13.8K | 11.2% |
| Portside Wealth Group, LLC | 2,036 | +3 | $262.7K | -$13.8K | 0.1% |
| Manchester Capital Management LLC | 405 | +121 | $52.3K | +$13.6K | 42.6% |
| Belpointe Asset Management LLC | 3,608 | +88 | $465.6K | -$13.3K | 2.5% |
| Ballentine Partners, LLC | 3,444 | +81 | $444.4K | -$13.0K | 2.4% |
| First Command Advisory Services, Inc. | 399 | +116 | $51.5K | +$13.0K | 41.0% |
| Chicago Capital, LLC | 2,042 | +200 | $263.5K | +$13.0K | 10.8% |
| Powers Advisory Group, LLC | 1,873 | +1 | $241.7K | -$12.9K | 0.1% |
| Argentarii, LLC | 1,851 | +1 | $238.9K | -$12.8K | 0.1% |
| ROMAN BUTLER FULLERTON & CO | 2,463 | +21 | $349.6K | +$12.6K | 0.8% |
| GHP Investment Advisors, Inc. | 3,210 | +72 | $414.2K | -$12.6K | 2.3% |
| Ethic Inc. | 16,814 | +955 | $2.2M | +$12.6K | 6.0% |
| VIAWEALTH, LLC | 1,792 | +1 | $231.3K | -$12.3K | 0.1% |
| Triad Wealth Partners, LLC | 3,018 | +246 | $389.4K | +$12.3K | 8.9% |
| Arkadios Wealth Advisors | 43,160 | +2,125 | $5.6M | -$12.3K | 5.2% |
| Old Port Advisors | 1,959 | +10 | $252.8K | -$12.3K | 0.5% |
| HOWLAND CAPITAL MANAGEMENT LLC | 1,874 | +6 | $241.9K | -$12.2K | 0.3% |
| Legacy Private Trust Co. | 3,405 | +263 | $439.4K | +$12.0K | 8.4% |
| HBW ADVISORY SERVICES LLC | 2,186 | +25 | $282.1K | -$11.8K | 1.1% |
| Second Line Capital, LLC | 3,213 | +79 | $414.6K | -$11.7K | 2.5% |
| Lebenthal Global Advisors, LLC | 8,257 | +509 | $1.1M | +$11.7K | 6.6% |
| Cooper Financial Group | 1,758 | +4 | $226.9K | -$11.6K | 0.2% |
| Everhart Financial Group, Inc. | 4,989 | +341 | $643.8K | +$11.6K | 7.3% |
| BNC WEALTH MANAGEMENT, LLC | 1,651 | +1 | $213.0K | -$11.4K | 0.1% |
| Per Stirling Capital Management, LLC. | 1,727 | +5 | $222.8K | -$11.4K | 0.3% |
| Pinnacle Family Advisors, LLC | 1,922 | +15 | $248.0K | -$11.4K | 0.8% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,712 | +5 | $220.9K | -$11.3K | 0.3% |
| OPTIMA CAPITAL LLC | 1,944 | +17 | $250.9K | -$11.2K | 0.9% |
| a16z Perennial Management, L.P. | 1,815 | +11 | $234.2K | -$11.2K | 0.6% |
| MJT & Associates Financial Advisory Group, Inc. | 198 | +91 | $25.6K | +$11.0K | 85.0% |
| McGowan Group Asset Management, Inc. | 1,911 | +18 | $246.6K | -$10.9K | 0.9% |
| Stephens Consulting, LLC | 223 | +90 | $28.8K | +$10.7K | 67.7% |
| MONECO Advisors, LLC | 8,925 | +536 | $1.2M | +$10.7K | 6.4% |
| Intrua Financial, LLC | 9,814 | +425 | $1.3M | -$10.6K | 4.5% |
| Nemes Rush Group LLC | 2,028 | +26 | $261.7K | -$10.6K | 1.3% |
| PARTNERS WEALTH MANAGEMENT, LLC | 1,554 | +2 | $200.5K | -$10.6K | 0.1% |
| JNBA Financial Advisors | 1,683 | +9 | $217.2K | -$10.5K | 0.5% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 12,396 | +560 | $1.6M | -$10.4K | 4.7% |
| FIRST HORIZON CORP | 586 | +106 | $75.6K | +$10.3K | 22.1% |
| Turtle Creek Wealth Advisors, LLC | 1,588 | +7 | $205.0K | -$10.1K | 0.4% |
| Summit Asset Management, LLC | 1,900 | +24 | $245.1K | -$10.0K | 1.3% |
| Pure Financial Advisors, LLC | 2,325 | +46 | $300.0K | -$10.0K | 2.0% |
| UHLMANN PRICE SECURITIES, LLC | 3,598 | +115 | $464.0K | -$9.7K | 3.3% |
| Calydon Capital | 2,367 | +50 | $305.4K | -$9.7K | 2.1% |
| Breakwater Capital Group | 2,362 | +50 | $304.8K | -$9.7K | 2.2% |
| Csenge Advisory Group | 6,832 | +280 | $881.6K | -$9.6K | 4.3% |
| Wealthcare Capital Partners, LLC | 1,597 | +12 | $206.1K | -$9.5K | 0.8% |
| CHILTON CAPITAL MANAGEMENT LLC | 1,417 | +3 | $182.8K | -$9.5K | 0.2% |
| OAK HARBOR WEALTH PARTNERS, LLC | 1,677 | +18 | $216.4K | -$9.3K | 1.1% |
| NORTH STAR ASSET MANAGEMENT INC | 2,283 | +50 | $294.6K | -$9.1K | 2.2% |
| CALDWELL SUTTER CAPITAL, INC. | 1,351 | +3 | $174.3K | -$9.1K | 0.2% |
| NORDEN GROUP LLC | 5,885 | +368 | $759.5K | +$9.1K | 6.7% |
| LeClair Wealth Partners LLC | 1,992 | +36 | $257.0K | -$9.0K | 1.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 112,340 | +70,756 | $14.5K | +$8.8K | 170.2% |
| Prosperity Consulting Group, LLC | 1,799 | +157 | $232.1K | +$8.8K | 9.6% |
| Westside Investment Management, Inc. | 1,868 | +23 | $241.7K | -$8.7K | 1.2% |
| SAXON INTERESTS, INC. | 2,591 | +23 | $334.3K | -$8.7K | 0.9% |
| Patriot Financial Group Insurance Agency, LLC | 1,652 | +22 | $213.1K | -$8.6K | 1.3% |
| SageView Advisory Group, LLC | 1,718 | +25 | $221.7K | -$8.6K | 1.5% |
| SAGESPRING WEALTH PARTNERS, LLC | 6,234 | +382 | $804.5K | +$8.5K | 6.5% |
| Triumph Capital Management | 1,237 | +2 | $159.6K | -$8.4K | 0.2% |
| Disciplined Investors, L.L.C. | 2,249 | +54 | $290.2K | -$8.3K | 2.5% |
| Morton Brown Family Wealth, LLC | 282 | +75 | $36.4K | +$8.2K | 36.2% |
| Advisory Alpha, LLC | 3,173 | +77 | $409.8K | -$8.2K | 2.5% |
| AdvisorNet Financial, Inc | 1,176 | +1 | $151.7K | -$8.1K | 0.1% |
| JFS WEALTH ADVISORS, LLC | 586 | +89 | $75.6K | +$8.0K | 17.9% |
| Bell Investment Advisors, Inc | 218 | +67 | $28.1K | +$7.6K | 44.4% |
| Meixler Investment Management, Ltd. | 1,984 | +157 | $256.0K | +$7.5K | 8.6% |
| Summit Financial Wealth Advisors, LLC | 2,181 | +144 | $281.5K | +$7.3K | 7.1% |
| Sarver Vrooman Wealth Advisors | 633 | +86 | $81.7K | +$7.3K | 15.7% |
| Asset Planning,Inc | 1,082 | +3 | $139.6K | -$7.1K | 0.3% |
| Riverbend Wealth Management, LLC | 3,697 | +242 | $477.1K | +$7.1K | 7.0% |
| Atlas Legacy Advisors, LLC | 5,504 | +307 | $713.9K | +$7.0K | 5.9% |
| Western Wealth Management, LLC | 4,376 | +276 | $564.7K | +$7.0K | 6.7% |
| American Capital Advisory, LLC | 1,062 | +3 | $137.0K | -$7.0K | 0.3% |
| ASHTON THOMAS SECURITIES, LLC | 2,030 | +156 | $261.9K | +$7.0K | 8.3% |
| CoreCap Advisors, LLC | 954 | +100 | $123.1K | +$6.9K | 11.7% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 2,484 | +76 | $320.5K | -$6.9K | 3.1% |
| Whitener Capital Management, Inc. | 5,844 | +250 | $754.1K | -$6.8K | 4.5% |
| State of Wyoming | 1,710 | +38 | $220.7K | -$6.8K | 2.3% |
| Ashton Thomas Private Wealth, LLC | 14,959 | +817 | $1.9M | +$6.7K | 5.8% |
| Phoenix Financial Ltd. | 3,318 | +126 | $427.8K | -$6.7K | 3.9% |
| City State Bank | 929 | +3 | $119.9K | -$6.1K | 0.3% |
| Parallel Advisors, LLC | 10,557 | +498 | $1.4M | -$6.0K | 5.0% |
| Robertson Stephens Wealth Management, LLC | 3,035 | +198 | $391.7K | +$5.7K | 7.0% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,654 | +43 | $213.4K | -$5.7K | 2.7% |
| NBC SECURITIES, INC. | 958 | +9 | $123.7K | -$5.4K | 0.9% |
| Financial Management Professionals, Inc. | 765 | +1 | $98.7K | -$5.3K | 0.1% |
| ALBION FINANCIAL GROUP /UT | 111 | +44 | $14.3K | +$5.2K | 65.7% |
| Glass Jacobson Investment Advisors llc | 865 | +7 | $111.6K | -$5.1K | 0.8% |
| Johnson Financial Group, Inc. | 679 | +72 | $87.6K | +$5.1K | 11.9% |
| Moss Adams Wealth Advisors LLC | 1,679 | +49 | $216.7K | -$5.0K | 3.0% |
| ACADIAN ASSET MANAGEMENT LLC | 306,295 | +52,114 | $39.5K | +$5.0K | 20.5% |
| PFS Partners, LLC | 785 | +4 | $101.3K | -$4.9K | 0.5% |
| Rialto Wealth Management, LLC | 760 | +3 | $98.1K | -$4.9K | 0.4% |
| LCNB CORP | 3,209 | +200 | $414.1K | +$4.8K | 6.6% |
| Perennial Investment Advisors, LLC | 1,699 | +53 | $219.2K | -$4.8K | 3.2% |
| Lincoln Capital LLC | 4,460 | +168 | $575.6K | +$4.6K | 3.9% |
| TOTH FINANCIAL ADVISORY CORP | 683 | +1 | $88.1K | -$4.6K | 0.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,075 | +243 | $525.9K | +$4.6K | 6.3% |
| Simplicity Wealth,LLC | 5,438 | +313 | $701.7K | +$4.5K | 6.1% |
| Gleason Group, Inc. | 782 | +7 | $100.9K | -$4.5K | 0.9% |
| Rockline Wealth Management, LLC | 25,241 | +1,327 | $3.3M | +$4.5K | 5.5% |
| FIDELIS CAPITAL PARTNERS, LLC | 4,847 | +281 | $625.4K | +$4.4K | 6.2% |
| Rossmore Private Capital | 3,332 | +140 | $430.0K | -$4.2K | 4.4% |
| L2 Asset Management, LLC | 2,027 | +134 | $261.6K | +$4.1K | 7.1% |
| Abacus Planning Group, Inc. | 1,989 | +74 | $256.7K | -$3.8K | 3.9% |
| VERUS CAPITAL PARTNERS, LLC | 2,408 | +150 | $310.7K | +$3.6K | 6.6% |
| Quaker Wealth Management, LLC | 532 | +1 | $68.7K | -$3.6K | 0.2% |
| Werba Rubin Papier Wealth Management | 1,850 | +69 | $238.7K | -$3.5K | 3.9% |
| Quent Capital, LLC | 2,067 | +82 | $266.7K | -$3.4K | 4.1% |
| M3 Advisory Group, LLC | 2,594 | +109 | $334.7K | -$3.4K | 4.4% |
| Tower View Wealth Management LLC | 565 | +5 | $72.9K | -$3.3K | 0.9% |
| PETTYJOHN, WOOD & WHITE, INC | 1,985 | +125 | $256.1K | +$3.1K | 6.7% |
| Park Place Capital Corp | 527 | +4 | $68.0K | -$3.1K | 0.8% |
| TRUST CO OF OKLAHOMA | 2,565 | +109 | $331.0K | -$3.1K | 4.4% |
| Thrivent Financial for Lutherans | 51,396 | +24,260 | $6.6K | +$2.9K | 89.4% |
| CWM, LLC | 133,079 | +27,962 | $17.2K | +$2.9K | 26.6% |
| Physician Wealth Advisors, Inc. | 455 | +5 | $58.7K | -$2.6K | 1.1% |
| Financially Speaking Inc | 432 | +4 | $55.7K | -$2.5K | 0.9% |
| Key Financial Inc | 517 | +3 | $66.7K | -$2.5K | 0.6% |
| JOURNEY STRATEGIC WEALTH LLC | 2,767 | +124 | $357.1K | -$2.4K | 4.7% |
| High Note Wealth, LLC | 121 | +24 | $15.6K | +$2.4K | 24.7% |
| Embree Financial Group | 1,623 | +101 | $209.4K | +$2.4K | 6.6% |
| Navalign, LLC | 8,271 | +442 | $1.1M | +$2.4K | 5.6% |
| CHICAGO TRUST Co NA | 7,077 | +380 | $913.2K | +$2.3K | 5.7% |
| Blackhawk Capital Partners LLC. | 2,287 | +102 | $295.1K | -$2.1K | 4.7% |
| New England Capital Financial Advisors LLC | 328 | +2 | $42.3K | -$2.1K | 0.6% |
| Team Financial Group, LLC | 353 | +3 | $45.5K | -$2.1K | 0.8% |
| Baker Avenue Asset Management, LP | 2,177 | +97 | $281.0K | -$1.9K | 4.7% |
| Bay Harbor Wealth Management, LLC | 41 | +16 | $5.3K | +$1.9K | 64.0% |
| Bank of Jackson Hole Trust | 710 | +50 | $91.6K | +$1.8K | 7.6% |
| Marquette Asset Management, LLC | 53 | +16 | $6.8K | +$1.8K | 43.2% |
| NKCFO LLC | 28,650 | +14,325 | $3.7K | +$1.7K | 100.0% |
| Sandy Cove Advisors, LLC | 1,931 | +87 | $249.2K | -$1.6K | 4.7% |
| Compass Financial Services Inc | 277 | +2 | $35.8K | -$1.6K | 0.7% |
| Grove Bank & Trust | 1,397 | +83 | $180.3K | +$1.5K | 6.3% |
| Graney & King, LLC | 254 | +2 | $32.8K | -$1.5K | 0.8% |
| Smallwood Wealth Investment Management, LLC | 244 | +2 | $31.5K | -$1.4K | 0.8% |
| Turning Point Benefit Group, Inc. | 12 | +11 | $1.5K | +$1.4K | 1100.0% |
| Abound Wealth Management | 79 | +14 | $10.2K | +$1.4K | 21.5% |
| Allen Mooney & Barnes Investment Advisors LLC | 5,206 | +258 | $671.8K | -$1.3K | 5.2% |
| Bare Financial Services, Inc | 57 | +12 | $7.4K | +$1.2K | 26.7% |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,539 | +139 | $327.7K | +$1.2K | 5.8% |
| McIlrath & Eck, LLC | 1,134 | +50 | $146.3K | -$1.2K | 4.6% |
| Trivium Point Advisory, LLC | 2,099 | +99 | $270.9K | -$1.2K | 5.0% |
| Janney Montgomery Scott LLC | 222,062 | +2,871 | $28.7K | -$1.2K | 1.3% |
| Joel Isaacson & Co., LLC | 5,508 | +291 | $710.7K | +$1.1K | 5.6% |
| Traynor Capital Management, Inc. | 1,733 | +97 | $223.6K | +$1.1K | 5.9% |
| MONTAG A & ASSOCIATES INC | 2,696 | +146 | $347.9K | +$1.0K | 5.7% |
| Stone House Investment Management, LLC | 207 | +3 | $26.7K | -$1.0K | 1.5% |
| BROOKS, MOORE & ASSOCIATES, INC. | 2,085 | +100 | $269.0K | -$952 | 5.0% |
| Fairscale Capital, LLC | 148 | +1 | $19.1K | -$892 | 0.7% |
| BURKETT FINANCIAL SERVICES, LLC | 152 | +1 | $19.7K | -$888 | 0.7% |
| F&V Capital Management, LLC | 137,782 | +1,275 | $17.8K | -$789 | 0.9% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 570 | +35 | $73.6K | +$781 | 6.5% |
| Parallax Volatility Advisers, L.P. | 59,035 | +3,035 | $7.6M | +$756 | 5.4% |
| First Pacific Financial | 127 | +1 | $16.4K | -$741 | 0.8% |
| Dogwood Wealth Management LLC | 39 | +7 | $5.0K | +$680 | 21.9% |
| GODSEY & GIBB, INC | 680 | +30 | $87.7K | -$665 | 4.6% |
| LGT Financial Advisors LLC | 111 | +1 | $14.3K | -$642 | 0.9% |
| Roxbury Financial LLC | 109 | +1 | $14.0K | -$630 | 0.9% |
| WEDBUSH SECURITIES INC | 28,929 | +5,988 | $3.7K | +$613 | 26.1% |
| Jaffetilchin Investment Partners, LLC | 1,864 | +92 | $240.5K | -$553 | 5.2% |
| SOA Wealth Advisors, LLC. | 89 | +1 | $11.5K | -$518 | 1.1% |
| Dunhill Financial, LLC | 21 | +5 | $2.7K | +$491 | 31.3% |
| MPWM ADVISORY SOLUTIONS, LLC | 83 | +1 | $10.7K | -$479 | 1.2% |
| CYBER HORNET ETFs LLC | 1,228 | +66 | $158.5K | +$406 | 5.7% |
| N.E.W. Advisory Services LLC | 69 | +1 | $8.9K | -$401 | 1.5% |
| CALTON & ASSOCIATES, INC. | 2,168 | +114 | $279.7K | +$390 | 5.5% |
| WINNOW WEALTH LLC | 279 | +17 | $36.3K | +$376 | 6.5% |
| ELEVATION WEALTH PARTNERS, LLC | 25 | +4 | $3.2K | +$369 | 19.0% |
| apricus wealth, LLC | 2,000 | +100 | $258.1K | -$358 | 5.3% |
| PayPay Securities Corp | 11 | +3 | $1.4K | +$301 | 37.5% |
| Martin Capital Partners, LLC | 33,801 | +74 | $4.4K | -$226 | 0.2% |
| Hughes Financial Services, LLC | 6 | +2 | $774 | +$219 | 50.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 10,305 | +1,914 | $1.3K | +$188 | 22.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 17,336 | +25 | $2.2K | -$118 | 0.1% |
| PARK AVENUE SECURITIES LLC | 40,646 | +1,290 | $5.2K | -$108 | 3.3% |
| Autumn Glory Partners, LLC | 4,943 | +253 | $637.8K | -$89 | 5.4% |
| Cambridge Investment Research Advisors, Inc. | 106,006 | +4,983 | $13.7K | -$62 | 4.9% |
| Parkside Financial Bank & Trust | 3,710 | +190 | $478.7K | -$53 | 5.4% |
| PEAPACK GLADSTONE FINANCIAL CORP | 7,037 | +20 | $908 | -$47 | 0.3% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 40,678 | +2,421 | $5.2K | +$45 | 6.3% |
| AMALGAMATED BANK | 81,717 | +3,884 | $10.5K | -$42 | 5.0% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6,902 | +125 | $892 | -$29 | 1.8% |
| STRATEGY ASSET MANAGERS LLC | 3,233 | +166 | $417.2K | +$27 | 5.4% |
| BESSEMER GROUP INC | 12,644 | +762 | $1.6K | +$17 | 6.4% |
| HANTZ FINANCIAL SERVICES, INC. | 2,410 | +229 | $311 | +$14 | 10.5% |
| X-Square Capital, LLC | 1,909 | +1 | $246 | -$13 | 0.1% |
| Capital Advisors, Ltd. LLC | 1,220 | +1 | $157 | -$9 | 0.1% |
| VALLEY NATIONAL ADVISERS INC | 1,249 | +9 | $161 | -$7 | 0.7% |
| SlateStone Wealth, LLC | 1,614 | +44 | $208 | -$6 | 2.8% |
| TSFG, LLC | 273 | +1 | $35 | -$2 | 0.4% |
| Smithfield Trust Co | 1,113 | +45 | $143 | -$1 | 4.2% |
| Harvest Fund Management Co., Ltd | 581 | +33 | $75 | $0 | 6.0% |