13F QoQ Ownership Changes
REGN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 280 new · 488 added · 602 reduced · 135 exited
New Positions(280)
Added To(488)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9,075,153 | +26,884 | $7.00B | +$1.92B | 0.3% |
| Dodge & Cox | 4,596,358 | +45,513 | $3.55B | +$989.0M | 1.0% |
| Nuveen, LLC | 2,010,517 | +835,240 | $1.55B | +$891.0M | 71.1% |
| FMR LLC | 2,319,566 | +383,731 | $1.79B | +$701.9M | 19.8% |
| FRANKLIN RESOURCES INC | 2,560,004 | +106,861 | $1.98B | +$596.7M | 4.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 664,465 | +656,845 | $512.9M | +$508.6M | 8620.0% |
| Invesco Ltd. | 1,591,105 | +106,632 | $1.23B | +$393.5M | 7.2% |
| AQR CAPITAL MANAGEMENT LLC | 995,710 | +274,356 | $768.5M | +$362.9M | 38.0% |
| GOLDMAN SACHS GROUP INC | 1,327,399 | +86,260 | $1.02B | +$326.7M | 7.0% |
| FIL Ltd | 529,190 | +341,666 | $408.5M | +$303.0M | 182.2% |
| Holocene Advisors, LP | 460,723 | +308,990 | $355.6M | +$270.3M | 203.6% |
| Amundi | 791,906 | +170,165 | $611.2M | +$247.2M | 27.4% |
| Bank of New York Mellon Corp | 764,242 | +92,612 | $589.9M | +$212.3M | 13.8% |
| DEUTSCHE BANK AG\ | 763,926 | +67,245 | $589.7M | +$197.9M | 9.7% |
| MILLENNIUM MANAGEMENT LLC | 443,768 | +172,288 | $342.5M | +$189.9M | 63.5% |
| CITADEL ADVISORS LLC | 684,270 | +80,443 | $528.2M | +$188.7M | 13.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 778,001 | +22,436 | $600.5M | +$175.7M | 3.0% |
| NORGES BANK | 1,311,485 | +189,379 | $1.01B | -$167.3M | 16.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 745,233 | +1,060 | $575.2M | +$156.8M | 0.1% |
| Voya Investment Management LLC | 294,049 | +166,513 | $226.8M | +$155.0M | 130.6% |
| MARSHALL WACE, LLP | 478,651 | +89,567 | $369.5M | +$150.7M | 23.0% |
| Robeco Institutional Asset Management B.V. | 261,850 | +140,966 | $202.1M | +$134.1M | 116.6% |
| CITIGROUP INC | 272,535 | +134,344 | $210.4M | +$132.7M | 97.2% |
| Allianz Asset Management GmbH | 178,614 | +153,702 | $137.9M | +$123.9M | 617.0% |
| National Pension Service | 360,988 | +82,853 | $278.6M | +$122.2M | 29.8% |
| JANUS HENDERSON GROUP PLC | 205,672 | +131,929 | $158.8M | +$117.3M | 178.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 421,229 | +40,214 | $325.3M | +$111.0M | 10.6% |
| DIMENSIONAL FUND ADVISORS LP | 499,544 | +448 | $385.6M | +$105.0M | 0.1% |
| Pictet Asset Management Holding SA | 367,870 | +44,500 | $284.7M | +$103.0M | 13.8% |
| TD Asset Management Inc | 397,552 | +23,288 | $306.9M | +$96.4M | 6.2% |
| NEUBERGER BERMAN GROUP LLC | 422,127 | +6,413 | $325.8M | +$92.1M | 1.5% |
| Point72 Asset Management, L.P. | 265,827 | +64,328 | $205.2M | +$91.9M | 31.9% |
| Centiva Capital, LP | 407,200 | +7,200 | $314.3M | +$89.4M | 1.8% |
| Epoch Investment Partners, Inc. | 281,335 | +22,182 | $217.2M | +$71.4M | 8.6% |
| Sound Shore Management Inc /CT/ | 175,887 | +60,859 | $135.8M | +$71.1M | 52.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 137,321 | +74,350 | $105.8M | +$70.7M | 118.1% |
| BARCLAYS PLC | 483,026 | +157,105 | $253.6M | +$70.3M | 48.2% |
| Bronte Capital Management Pty Ltd. | 236,068 | +55,785 | $182.2M | +$68.9M | 30.9% |
| Polar Capital Holdings Plc | 204,927 | +46,110 | $158.2M | +$68.9M | 29.0% |
| AMERIPRISE FINANCIAL INC | 291,919 | +8,814 | $225.6M | +$66.3M | 3.1% |
| ProShare Advisors LLC | 184,286 | +49,132 | $142.2M | +$66.3M | 36.4% |
| CREDIT AGRICOLE S A | 108,943 | +74,499 | $84.1M | +$64.7M | 216.3% |
| Candriam S.C.A. | 205,332 | +35,837 | $158.5M | +$63.2M | 21.1% |
| Swedbank AB | 227,779 | +20,409 | $175.8M | +$59.2M | 9.8% |
| Balyasny Asset Management L.P. | 118,185 | +60,333 | $91.2M | +$58.7M | 104.3% |
| FEDERATED HERMES, INC. | 246,619 | +10,419 | $190.4M | +$57.5M | 4.4% |
| Mariner, LLC | 95,215 | +63,275 | $73.5M | +$55.5M | 198.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 224,857 | +8,688 | $174.6M | +$53.0M | 4.0% |
| Integral Health Asset Management, LLC | 105,000 | +55,000 | $81.0M | +$52.9M | 110.0% |
| Cannell & Spears LLC | 89,395 | +59,316 | $69.0M | +$52.1M | 197.2% |
| FIRST TRUST ADVISORS LP | 205,732 | +7,475 | $158.8M | +$47.3M | 3.8% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 165,792 | +21,185 | $128.0M | +$46.7M | 14.7% |
| DANSKE BANK A/S | 99,302 | +43,775 | $76.6M | +$45.4M | 78.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 194,695 | +2,111 | $150.3M | +$42.0M | 1.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 168,367 | +9,545 | $130.0M | +$40.7M | 6.0% |
| VICTORY CAPITAL MANAGEMENT INC | 111,964 | +29,578 | $86.4M | +$40.1M | 35.9% |
| Aberdeen Group plc | 161,738 | +10,235 | $124.8M | +$39.7M | 6.8% |
| ExodusPoint Capital Management, LP | 69,780 | +42,048 | $53.9M | +$38.3M | 151.6% |
| RAYMOND JAMES FINANCIAL INC | 149,610 | +11,104 | $115.5M | +$37.6M | 8.0% |
| Mediolanum International Funds Ltd | 45,535 | +44,280 | $35.2M | +$34.5M | 3528.3% |
| WELLS FARGO & COMPANY/MN | 140,049 | +5,829 | $108.1M | +$32.6M | 4.3% |
| Bank Julius Baer & Co. Ltd, Zurich | 41,362 | +39,977 | $31.9M | +$31.2M | 2886.4% |
| PRUDENTIAL FINANCIAL INC | 87,158 | +20,091 | $67.3M | +$29.6M | 29.9% |
| IEQ CAPITAL, LLC | 68,637 | +24,977 | $53.0M | +$28.4M | 57.2% |
| Rhenman & Partners Asset Management AB | 61,400 | +25,300 | $47.4M | +$27.1M | 70.1% |
| PRINCIPAL FINANCIAL GROUP INC | 119,625 | +1,142 | $92.3M | +$25.7M | 1.0% |
| BANK OF MONTREAL /CAN/ | 103,877 | +4,708 | $80.2M | +$24.4M | 4.7% |
| Mirae Asset Global Investments Co., Ltd. | 77,204 | +14,635 | $59.6M | +$24.4M | 23.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,871 | +827 | $84.2M | +$23.4M | 0.8% |
| AVIVA PLC | 88,639 | +4,357 | $68.4M | +$21.0M | 5.2% |
| NEOS Investment Management LLC | 62,254 | +14,081 | $48.1M | +$21.0M | 29.2% |
| Walleye Trading LLC | 45,072 | +20,474 | $34.8M | +$21.0M | 83.2% |
| TUDOR INVESTMENT CORP ET AL | 77,700 | +6,100 | $60.0M | +$19.7M | 8.5% |
| Capitolis Liquid Global Markets LLC | 80,000 | +5,000 | $61.7M | +$19.6M | 6.7% |
| NOMURA HOLDINGS INC | 50,395 | +15,663 | $38.9M | +$19.4M | 45.1% |
| Korea Investment CORP | 69,234 | +7,777 | $53.4M | +$18.9M | 12.7% |
| SEI INVESTMENTS CO | 56,597 | +11,564 | $43.7M | +$18.4M | 25.7% |
| Simplify Asset Management Inc. | 31,153 | +18,172 | $24.0M | +$16.7M | 140.0% |
| Woodline Partners LP | 64,968 | +4,004 | $50.1M | +$15.9M | 6.6% |
| Cerity Partners LLC | 34,227 | +13,693 | $26.4M | +$14.9M | 66.7% |
| CIBC Asset Management Inc | 42,667 | +10,329 | $32.9M | +$14.8M | 31.9% |
| F/m Investments LLC | 22,813 | +16,270 | $17.6M | +$13.9M | 248.7% |
| STIFEL FINANCIAL CORP | 50,520 | +5,077 | $39.0M | +$13.4M | 11.2% |
| CAMBIAR INVESTORS LLC | 60,163 | +1,069 | $46.4M | +$13.2M | 1.8% |
| LPL Financial LLC | 62,619 | +87 | $48.3M | +$13.2M | 0.1% |
| Erste Asset Management GmbH | 52,049 | +3,313 | $40.5M | +$13.1M | 6.8% |
| Tamar Securities, LLC | 40,456 | +8,190 | $31.2M | +$13.1M | 25.4% |
| Allspring Global Investments Holdings, LLC | 37,559 | +10,759 | $29.2M | +$13.1M | 40.1% |
| Brevan Howard Capital Management LP | 19,985 | +14,745 | $15.4M | +$12.5M | 281.4% |
| Quantinno Capital Management LP | 38,661 | +7,686 | $29.8M | +$12.4M | 24.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 100,508 | +5,173 | $65.7M | +$12.1M | 5.4% |
| Creative Planning | 30,134 | +10,195 | $23.3M | +$12.0M | 51.1% |
| PICTON MAHONEY ASSET MANAGEMENT | 15,584 | +7,349 | $12.0M | +$12.0M | 89.2% |
| IFM Investors Pty Ltd | 20,738 | +75 | $16.0K | -$11.6M | 0.4% |
| Baird Financial Group, Inc. | 49,870 | +1,484 | $38.5M | +$11.3M | 3.1% |
| ARS Investment Partners, LLC | 35,445 | +6,676 | $27.4M | +$11.2M | 23.2% |
| GUGGENHEIM CAPITAL LLC | 44,918 | +2,610 | $34.7M | +$10.9M | 6.2% |
| KLP KAPITALFORVALTNING AS | 51,668 | +80 | $39.9M | +$10.9M | 0.1% |
| LMCG INVESTMENTS, LLC | 39,821 | +3,556 | $30.7M | +$10.3M | 9.8% |
| HighTower Advisors, LLC | 46,087 | +356 | $35.6M | +$9.9M | 0.8% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,438 | +2,026 | $29.7M | +$9.2M | 5.6% |
| HOWLAND CAPITAL MANAGEMENT LLC | 37,860 | +2,175 | $29.2M | +$9.2M | 6.1% |
| ATWOOD & PALMER INC | 41,817 | +386 | $32.3M | +$9.0M | 0.9% |
| CI INVESTMENTS INC. | 11,593 | +6,999 | $8.9M | +$8.9M | 152.3% |
| CAPTRUST FINANCIAL ADVISORS | 21,179 | +6,762 | $16.3M | +$8.2M | 46.9% |
| OAK ASSOCIATES LTD /OH/ | 10,560 | +70 | $8.2M | +$8.1M | 0.7% |
| GRANDFIELD & DODD, LLC | 36,568 | +117 | $28.2M | +$7.7M | 0.3% |
| Traynor Capital Management, Inc. | 31,763 | +1,155 | $24.5M | +$7.3M | 3.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,363 | +4,778 | $17.5M | +$7.3M | 27.2% |
| Sterling Capital Management LLC | 12,035 | +8,441 | $9.3M | +$7.3M | 234.9% |
| SIMPLEX TRADING, LLC | 8,559 | +2,445 | $6.6M | +$6.6M | 40.0% |
| DDD Partners, LLC | 24,074 | +2,713 | $18.6M | +$6.6M | 12.7% |
| Orion Investment Co | 30,812 | +175 | $23.8M | +$6.6M | 0.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 28,026 | +963 | $21.6M | +$6.4M | 3.5% |
| Rockefeller Capital Management L.P. | 27,054 | +1,212 | $20.9M | +$6.4M | 4.7% |
| GF FUND MANAGEMENT CO. LTD. | 29,111 | +399 | $22.5M | +$6.3M | 1.4% |
| Czech National Bank | 26,575 | +702 | $20.5M | +$6.0M | 2.7% |
| Vinva Investment Management Ltd | 13,890 | +5,115 | $10.8M | +$5.8M | 58.3% |
| OPPENHEIMER & CO INC | 24,792 | +1,078 | $19.1M | +$5.8M | 4.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18,485 | +3,229 | $14.3M | +$5.7M | 21.2% |
| NewEdge Advisors, LLC | 9,920 | +5,888 | $7.7M | +$5.4M | 146.0% |
| Raiffeisen Bank International AG | 22,857 | +977 | $17.7M | +$5.4M | 4.5% |
| SHELTON CAPITAL MANAGEMENT | 17,847 | +2,860 | $13.8M | +$5.3M | 19.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 12,752 | +4,373 | $9.8M | +$5.1M | 52.2% |
| FIFTH THIRD BANCORP | 15,425 | +3,362 | $11.9M | +$5.1M | 27.9% |
| WOODSTOCK CORP | 18,646 | +2,036 | $14.4M | +$5.1M | 12.3% |
| One Capital Management, LLC | 21,625 | +765 | $16.7M | +$5.0M | 3.7% |
| NISA INVESTMENT ADVISORS, LLC | 20,962 | +950 | $16.2M | +$4.9M | 4.7% |
| WESTPAC BANKING CORP | 6,888 | +6,073 | $5.3M | +$4.9M | 745.1% |
| MML INVESTORS SERVICES, LLC | 19,878 | +1,029 | $15.3M | +$4.7M | 5.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 15,136 | +2,796 | $11.7M | +$4.7M | 22.6% |
| USS Investment Management Ltd | 19,315 | +1,035 | $14.9M | +$4.6M | 5.7% |
| Vontobel Holding Ltd. | 13,543 | +3,180 | $10.5M | +$4.6M | 30.7% |
| NOESIS CAPITAL MANGEMENT CORP | 21,387 | +222 | $16.5M | +$4.6M | 1.0% |
| BAR HARBOR WEALTH MANAGEMENT | 14,696 | +2,416 | $11.3M | +$4.4M | 19.7% |
| Pathstone Holdings, LLC | 14,924 | +2,284 | $11.5M | +$4.4M | 18.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,495 | +3,506 | $8.1M | +$4.2M | 50.2% |
| Focus Partners Wealth | 11,906 | +2,754 | $9.2M | +$4.0M | 30.1% |
| OSSIAM | 14,690 | +1,666 | $11.3M | +$4.0M | 12.8% |
| LEUTHOLD GROUP, LLC | 9,439 | +3,395 | $7.3M | +$3.9M | 56.2% |
| Cinctive Capital Management LP | 6,343 | +4,406 | $4.9M | +$3.8M | 227.5% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 15,087 | +1,144 | $11.6M | +$3.8M | 8.2% |
| ALLSTATE CORP | 7,664 | +3,889 | $5.9M | +$3.8M | 103.0% |
| Game Creek Capital, LP | 8,435 | +3,510 | $6.5M | +$3.7M | 71.3% |
| PNC Financial Services Group, Inc. | 17,360 | +44 | $13.4M | +$3.7M | 0.3% |
| MAI Capital Management | 5,483 | +4,455 | $4.2M | +$3.7M | 433.4% |
| Biondo Investment Advisors, LLC | 10,673 | +2,409 | $8.2M | +$3.6M | 29.1% |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 16,744 | +13 | $12.9M | +$3.5M | 0.1% |
| Dana Investment Advisors, Inc. | 8,395 | +3,082 | $6.5M | +$3.5M | 58.0% |
| XPONANCE, INC. | 15,636 | +362 | $12.1M | +$3.5M | 2.4% |
| Avanza Fonder AB | 12,187 | +1,590 | $9.4M | +$3.4M | 15.0% |
| M. Kulyk & Associates, LLC | 14,804 | +431 | $11.4M | +$3.3M | 3.0% |
| Alphadyne Asset Management LP | 8,200 | +2,792 | $6.3M | +$3.3M | 51.6% |
| Callan Family Office, LLC | 9,092 | +2,348 | $7.0M | +$3.2M | 34.8% |
| BANQUE PICTET & CIE SA | 11,822 | +1,234 | $9.1M | +$3.2M | 11.7% |
| PROFUND ADVISORS LLC | 12,660 | +825 | $9.8M | +$3.1M | 7.0% |
| OMERS ADMINISTRATION Corp | 6,794 | +2,954 | $5.2M | +$3.1M | 76.9% |
| Investment Management Corp of Ontario | 9,206 | +2,050 | $7.1M | +$3.1M | 28.6% |
| Vanguard Personalized Indexing Management, LLC | 11,973 | +901 | $9.2M | +$3.0M | 8.1% |
| ANCHOR CAPITAL ADVISORS LLC | 12,499 | +702 | $9.6M | +$3.0M | 6.0% |
| Wealthfront Advisers LLC | 8,142 | +2,202 | $6.3M | +$2.9M | 37.1% |
| MassMutual Private Wealth & Trust, FSB | 11,103 | +994 | $8.6M | +$2.9M | 9.8% |
| Prime Capital Investment Advisors, LLC | 12,783 | +309 | $9.9M | +$2.9M | 2.5% |
| NorthCrest Asset Manangement, LLC | 12,782 | +886 | $9.8M | +$2.8M | 7.4% |
| Union Bancaire Privee, UBP SA | 3,993 | +3,476 | $3.0M | +$2.8M | 672.3% |
| Global X Japan Co., Ltd. | 4,181 | +3,261 | $3.2M | +$2.7M | 354.4% |
| Summit Financial, LLC | 12,784 | +42 | $9.9M | +$2.7M | 0.3% |
| Marietta Wealth Management, LLC | 12,160 | +135 | $9.4M | +$2.6M | 1.1% |
| Corient Private Wealth LLC | 23,019 | +5,647 | $12.4M | +$2.6M | 32.5% |
| LAZARD ASSET MANAGEMENT LLC | 10,838 | +458 | $8.4M | +$2.5M | 4.4% |
| Norinchukin Bank, The | 9,632 | +821 | $7.4M | +$2.5M | 9.3% |
| Aware Super Pty Ltd as trustee of Aware Super | 3,995 | +2,867 | $3.1M | +$2.4M | 254.2% |
| Perigon Wealth Management, LLC | 7,836 | +1,135 | $6.0M | +$2.3M | 16.9% |
| K.J. Harrison & Partners Inc | 6,091 | +2,000 | $4.7M | +$2.2M | 48.9% |
| NWAM LLC | 4,870 | +3,327 | $3.1M | +$2.2M | 215.6% |
| Evergreen Wealth Management, LLC | 9,823 | +195 | $7.6M | +$2.2M | 2.0% |
| Fiduciary Trust Co | 8,466 | +615 | $6.5M | +$2.1M | 7.8% |
| MUFG Securities EMEA plc | 4,132 | +2,182 | $3.2M | +$2.1M | 111.9% |
| Tower Research Capital LLC (TRC) | 6,724 | +1,214 | $5.2M | +$2.1M | 22.0% |
| Osprey Private Wealth LLC | 5,035 | +1,796 | $3.9M | +$2.1M | 55.4% |
| Merit Financial Group, LLC | 4,013 | +2,154 | $3.1M | +$2.1M | 115.9% |
| Stratos Wealth Advisors, LLC | 8,473 | +481 | $6.5M | +$2.0M | 6.0% |
| Federation des caisses Desjardins du Quebec | 7,089 | +977 | $5.5M | +$2.0M | 16.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9,356 | +69 | $7.2M | +$2.0M | 0.7% |
| AE Wealth Management LLC | 5,474 | +1,470 | $4.2M | +$2.0M | 36.7% |
| M&T Bank Corp | 6,435 | +1,096 | $5.0M | +$2.0M | 20.5% |
| Hudson Capital Management LLC | 7,807 | +410 | $6.0M | +$1.9M | 5.5% |
| Lido Advisors, LLC | 13,417 | +1,271 | $8.7M | +$1.8M | 10.5% |
| &PARTNERS | 4,853 | +1,387 | $3.7M | +$1.8M | 40.0% |
| Arkadios Wealth Advisors | 3,751 | +1,751 | $2.9M | +$1.8M | 87.5% |
| Insight Wealth Strategies, LLC | 7,496 | +218 | $5.8M | +$1.7M | 3.0% |
| MEEDER ASSET MANAGEMENT INC | 5,423 | +893 | $4.2M | +$1.6M | 19.7% |
| Dakota Wealth Management | 3,126 | +1,718 | $2.4M | +$1.6M | 122.0% |
| Focus Partners Advisor Solutions, LLC | 4,403 | +1,494 | $3.4M | +$1.6M | 51.4% |
| Gilman Hill Asset Management, LLC | 5,971 | +450 | $4.6M | +$1.5M | 8.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,201 | +287 | $4.8M | +$1.5M | 4.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,191 | +1,015 | $3.2M | +$1.4M | 31.9% |
| COMMERCE BANK | 6,270 | +60 | $4.8M | +$1.3M | 1.0% |
| Citizens Business Bank | 6,182 | +63 | $4.8M | +$1.3M | 1.0% |
| ALTFEST L J & CO INC | 2,912 | +1,275 | $2.2M | +$1.3M | 77.9% |
| Ledyard National Bank | 6,133 | +11 | $4.7M | +$1.3M | 0.2% |
| Unison Advisors LLC | 6,023 | +8 | $4.6M | +$1.3M | 0.1% |
| Fisher Asset Management, LLC | 4,990 | +353 | $3.9M | +$1.2M | 7.6% |
| Kestra Advisory Services, LLC | 4,405 | +571 | $3.4M | +$1.2M | 14.9% |
| Canada Post Corp Registered Pension Plan | 2,575 | +1,200 | $2.0M | +$1.2M | 87.3% |
| Veracity Capital LLC | 5,626 | +4 | $4.3M | +$1.2M | 0.1% |
| Pallas Capital Advisors LLC | 3,222 | +880 | $2.5M | +$1.2M | 37.6% |
| Oxbow Advisors, LLC | 5,327 | +80 | $4.1M | +$1.2M | 1.5% |
| Concurrent Investment Advisors, LLC | 2,760 | +953 | $2.1M | +$1.1M | 52.7% |
| Ameritas Investment Partners, Inc. | 4,636 | +230 | $3.6M | +$1.1M | 5.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,949,797 | +1,144,887 | $1.5M | +$1.1M | 142.2% |
| Moran Wealth Management, LLC | 4,600 | +99 | $3.6M | +$1.0M | 2.2% |
| JONES FINANCIAL COMPANIES LLLP | 3,133 | +641 | $2.4M | +$1.0M | 25.7% |
| Waverly Advisors, LLC | 2,645 | +776 | $2.0M | +$990.8K | 41.5% |
| RMR Wealth Builders | 3,459 | +470 | $2.7M | +$989.5K | 15.7% |
| Linden Thomas Advisory Services, LLC | 4,460 | +47 | $3.4M | +$961.2K | 1.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 3,859 | +241 | $3.0M | +$944.0K | 6.7% |
| Miracle Mile Advisors, LLC | 3,742 | +276 | $2.9M | +$939.5K | 8.0% |
| Sienna Gestion | 1,499 | +1,004 | $1.2M | +$900.6K | 202.8% |
| HB Wealth Management, LLC | 2,427 | +646 | $1.9M | +$872.3K | 36.3% |
| Pinnacle Wealth Management Advisory Group, LLC | 2,237 | +710 | $1.7M | +$868.1K | 46.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,982 | +411 | $2.3M | +$856.1K | 16.0% |
| Glenview Trust co | 3,971 | +3 | $3.1M | +$834.0K | 0.1% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 3,871 | +38 | $3.0M | +$832.7K | 1.0% |
| Wealthspire Advisors, LLC | 3,243 | +259 | $2.5M | +$825.7K | 8.7% |
| Apollon Wealth Management, LLC | 3,567 | +104 | $2.8M | +$806.2K | 3.0% |
| Global Retirement Partners, LLC | 1,499 | +855 | $1.2M | +$794.7K | 132.8% |
| INTACT INVESTMENT MANAGEMENT INC. | 3,040 | +270 | $2.3M | +$789.0K | 9.7% |
| Snowden Capital Advisors LLC | 2,684 | +400 | $2.1M | +$787.5K | 17.5% |
| QUADRANT CAPITAL GROUP LLC | 3,617 | +49 | $2.8M | +$785.7K | 1.4% |
| BROWN ADVISORY INC | 3,450 | +109 | $2.7M | +$784.4K | 3.3% |
| Plato Investment Management Ltd | 3,519 | +33 | $2.7M | +$784.3K | 0.9% |
| Sequoia Financial Advisors, LLC | 2,949 | +295 | $2.3M | +$784.0K | 11.1% |
| Murphy Pohlad Asset Management LLC | 3,508 | +75 | $2.7M | +$777.4K | 2.2% |
| Caprock Group, LLC | 2,901 | +373 | $2.2M | +$768.5K | 14.8% |
| MONARCH CAPITAL MANAGEMENT INC | 3,119 | +204 | $2.4M | +$768.5K | 7.0% |
| Forvis Mazars Wealth Advisors, LLC | 3,180 | +175 | $2.5M | +$765.0K | 5.8% |
| Generali Investments, Management Co LLC | 1,866 | +664 | $1.4M | +$764.5K | 55.2% |
| Baader Bank Aktiengesellschaft | 2,853 | +291 | $2.2M | +$762.8K | 11.3% |
| Compound Planning, Inc. | 1,676 | +686 | $1.3M | +$737.4K | 69.3% |
| Grove Bank & Trust | 1,653 | +694 | $1.3M | +$736.7K | 72.4% |
| B. Metzler seel. Sohn & Co. AG | 3,289 | +64 | $2.5M | +$725.4K | 2.0% |
| Integrated Wealth Concepts LLC | 1,976 | +545 | $1.5M | +$720.6K | 38.1% |
| NewEdge Wealth, LLC | 1,366 | +845 | $1.1M | +$718.8K | 162.2% |
| SHUFRO ROSE & CO LLC | 5,135 | +12 | $4.0M | +$714.3K | 0.2% |
| Johnson Financial Group, Inc. | 3,217 | +71 | $2.5M | +$714.2K | 2.3% |
| GAMMA Investing LLC | 2,181 | +455 | $1.7M | +$713.0K | 26.4% |
| Chesley Taft & Associates LLC | 1,237 | +802 | $954.8K | +$710.2K | 184.4% |
| Farther Finance Advisors, LLC | 1,992 | +513 | $1.5M | +$705.9K | 34.7% |
| Howard Capital Management Inc. | 3,108 | +68 | $2.4M | +$689.7K | 2.2% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 2,011 | +411 | $1.6M | +$652.6K | 25.7% |
| Parcion Private Wealth LLC | 1,183 | +689 | $913.1K | +$635.4K | 139.5% |
| MEYER HANDELMAN CO | 2,878 | +18 | $2.2M | +$613.4K | 0.6% |
| Savvy Advisors, Inc. | 2,202 | +260 | $1.7M | +$607.8K | 13.4% |
| Heritage Trust Co | 2,579 | +50 | $2.0M | +$568.7K | 2.0% |
| Krilogy Financial LLC | 2,476 | +385 | $1.9M | +$541.3K | 18.4% |
| BROWN BROTHERS HARRIMAN & CO | 1,065 | +557 | $822.0K | +$536.4K | 109.6% |
| HighPoint Advisor Group LLC | 1,681 | +322 | $1.3M | +$532.8K | 23.7% |
| Sound View Wealth Advisors Group, LLC | 2,431 | +28 | $1.9M | +$525.3K | 1.2% |
| Caerus Investment Advisors, LLC | 1,639 | +310 | $1.3M | +$517.8K | 23.3% |
| denkapparat Operations GmbH | 1,192 | +464 | $920.1K | +$510.7K | 63.7% |
| WBI INVESTMENTS, LLC | 1,197 | +461 | $924.3K | +$510.4K | 62.6% |
| Portside Wealth Group, LLC | 1,786 | +239 | $1.4M | +$508.7K | 15.4% |
| WADDELL & ASSOCIATES, LLC | 1,185 | +461 | $914.7K | +$507.6K | 63.7% |
| NORDEN GROUP LLC | 1,459 | +353 | $1.1M | +$504.4K | 31.9% |
| American Alpha Advisors, LLC | 932 | +541 | $719.4K | +$499.5K | 138.4% |
| Vise Technologies, Inc. | 1,402 | +333 | $1.1M | +$481.5K | 31.1% |
| CWA Asset Management Group, LLC | 1,799 | +184 | $1.4M | +$480.5K | 11.4% |
| CoreCap Advisors, LLC | 795 | +557 | $613.6K | +$479.8K | 234.0% |
| PERSONAL CFO SOLUTIONS, LLC | 1,852 | +161 | $1.4M | +$478.7K | 9.5% |
| EverSource Wealth Advisors, LLC | 1,363 | +326 | $1.1M | +$468.9K | 31.4% |
| Envestnet Portfolio Solutions, Inc. | 2,195 | +12 | $1.7M | +$466.6K | 0.5% |
| SIGNATUREFD, LLC | 1,808 | +148 | $1.4M | +$462.3K | 8.9% |
| Frank, Rimerman Advisors LLC | 1,005 | +438 | $775.7K | +$456.9K | 77.2% |
| Equitable Holdings, Inc. | 1,205 | +363 | $930.1K | +$456.7K | 43.1% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,817 | +120 | $1.4M | +$448.4K | 7.1% |
| Kendall Capital Management | 2,125 | +1 | $1.6M | +$445.8K | 0.0% |
| Simplicity Wealth,LLC | 845 | +467 | $652.5K | +$440.0K | 123.5% |
| Aptus Capital Advisors, LLC | 1,663 | +161 | $1.3M | +$439.1K | 10.7% |
| ROTHSCHILD INVESTMENT LLC | 975 | +366 | $752.7K | +$410.3K | 60.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1,675 | +94 | $1.3M | +$403.9K | 5.9% |
| Fifth Third Wealth Advisors LLC | 1,650 | +89 | $1.3M | +$395.9K | 5.7% |
| Chicago Partners Investment Group LLC | 1,345 | +400 | $1.0M | +$395.0K | 42.3% |
| Polymer Capital Management (US) LLC | 935 | +346 | $721.7K | +$390.5K | 58.7% |
| Aaron Wealth Advisors LLC | 1,086 | +288 | $838.3K | +$389.6K | 36.1% |
| GREAT LAKES ADVISORS, LLC | 1,833 | +8 | $1.4M | +$388.7K | 0.4% |
| EASTERLY INVESTMENT PARTNERS LLC | 1,769 | +31 | $1.4M | +$388.2K | 1.8% |
| Sava Infond d.o.o. | 1,150 | +260 | $887.6K | +$387.2K | 29.2% |
| Legacy Financial Advisors, Inc. | 1,385 | +164 | $1.1M | +$382.1K | 13.4% |
| Icon Wealth Advisors, LLC | 1,324 | +182 | $1.0M | +$380.1K | 15.9% |
| ICICI Prudential Asset Management Co Ltd | 1,657 | +58 | $1.3M | +$379.9K | 3.6% |
| SCOTIA CAPITAL INC. | 1,316 | +183 | $1.0M | +$378.7K | 16.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | 975 | +296 | $752.6K | +$370.8K | 43.6% |
| Prestige Wealth Management Group LLC | 543 | +462 | $413.7K | +$368.1K | 570.4% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 1,734 | +2 | $1.3M | +$364.7K | 0.1% |
| Atlantic Edge Private Wealth Management, LLC | 1,464 | +95 | $1.1M | +$360.3K | 6.9% |
| Clearstead Advisors, LLC | 1,108 | +223 | $855.5K | +$357.9K | 25.2% |
| GREENLEAF TRUST | 1,472 | +67 | $1.1M | +$346.2K | 4.8% |
| Jacobi Capital Management LLC | 1,611 | +9 | $1.2M | +$342.2K | 0.6% |
| Avior Wealth Management, LLC | 1,509 | +46 | $1.2M | +$342.2K | 3.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 725 | +331 | $559.6K | +$338.1K | 84.0% |
| Blue Chip Partners, LLC | 945 | +226 | $729.2K | +$325.1K | 31.4% |
| JOURNEY STRATEGIC WEALTH LLC | 1,307 | +90 | $1.0M | +$324.5K | 7.4% |
| Soltis Investment Advisors LLC | 862 | +243 | $665.4K | +$317.1K | 39.3% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1,503 | +1 | $1.2M | +$315.6K | 0.1% |
| Sigma Planning Corp | 774 | +260 | $597.0K | +$307.9K | 50.6% |
| MATHER GROUP, LLC. | 714 | +272 | $551.2K | +$302.7K | 61.5% |
| Redwood Wealth Management Group, LLC | 755 | +249 | $582.8K | +$298.3K | 49.2% |
| Northwest & Ethical Investments L.P. | 715 | +255 | $553.4K | +$295.4K | 55.4% |
| BLAIR WILLIAM & CO/IL | 1,298 | +29 | $1.0M | +$288.5K | 2.3% |
| EVOKE WEALTH, LLC | 810 | +211 | $625.3K | +$288.4K | 35.2% |
| CENTRAL TRUST Co | 751 | +232 | $579.3K | +$287.5K | 44.7% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1,307 | +23 | $1.0M | +$286.9K | 1.8% |
| waypoint wealth counsel | 1,082 | +106 | $835.2K | +$286.4K | 10.9% |
| BNP PARIBAS | 1,000 | +134 | $771.9K | +$284.9K | 15.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 873 | +145 | $673.9K | +$284.5K | 19.9% |
| SYON CAPITAL LLC | 938 | +148 | $724.0K | +$279.8K | 18.7% |
| Westhampton Capital, LLC | 1,223 | +40 | $944.0K | +$278.8K | 3.4% |
| FIDUCIARY FAMILY OFFICE, LLC | 980 | +125 | $756.4K | +$275.7K | 14.6% |
| PRINCETON CAPITAL MANAGEMENT LLC | 1,240 | +25 | $957.2K | +$274.0K | 2.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,070 | +88 | $826.2K | +$273.9K | 9.0% |
| Meeder Advisory Services, Inc. | 1,250 | +21 | $964.8K | +$273.8K | 1.7% |
| TWIN CAPITAL MANAGEMENT INC | 1,245 | +19 | $961.0K | +$271.6K | 1.5% |
| ASHTON THOMAS SECURITIES, LLC | 1,214 | +29 | $937.8K | +$271.5K | 2.4% |
| FIDELIS CAPITAL PARTNERS, LLC | 1,245 | +6 | $961.0K | +$264.3K | 0.5% |
| KEYNOTE FINANCIAL SERVICES LLC | 1,136 | +43 | $876.8K | +$262.3K | 3.9% |
| Parallel Advisors, LLC | 995 | +94 | $768.7K | +$261.9K | 10.4% |
| Circle Wealth Management, LLC | 1,225 | +4 | $945.5K | +$259.0K | 0.3% |
| Ballentine Partners, LLC | 1,109 | +43 | $856.0K | +$256.6K | 4.0% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 990 | +69 | $768.8K | +$249.5K | 7.5% |
| Pointe Capital Management LLC | 846 | +127 | $653.0K | +$248.7K | 17.7% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1,072 | +20 | $827.4K | +$235.9K | 1.9% |
| Virtus Investment Advisers, LLC | 921 | +69 | $710.9K | +$231.8K | 8.1% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 964 | +53 | $744.0K | +$231.5K | 5.8% |
| CreativeOne Wealth, LLC | 782 | +119 | $603.7K | +$230.8K | 17.9% |
| Plancorp, LLC | 924 | +65 | $713.2K | +$230.2K | 7.6% |
| UMB Bank, n.a. | 1,060 | +11 | $818.2K | +$228.4K | 1.0% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 948 | +45 | $731.7K | +$224.0K | 5.0% |
| SUMMIT SECURITIES GROUP LLC | 308 | +280 | $237.7K | +$222.0K | 1000.0% |
| Alpha Family Trust | 775 | +105 | $598.2K | +$221.5K | 15.7% |
| E Fund Management (Hong Kong) Co., Ltd. | 347 | +272 | $262.0K | +$219.8K | 362.7% |
| Morse Asset Management, Inc | 794 | +92 | $612.9K | +$218.2K | 13.1% |
| Kimelman & Baird, LLC | 314 | +260 | $242.4K | +$212.0K | 481.5% |
| Moors & Cabot, Inc. | 785 | +72 | $605.9K | +$205.0K | 10.1% |
| Essex Financial Services, Inc. | 685 | +109 | $528.9K | +$204.9K | 18.9% |
| SYM FINANCIAL Corp | 582 | +140 | $449.2K | +$200.7K | 31.7% |
| HUNTINGTON NATIONAL BANK | 642 | +112 | $495.5K | +$197.5K | 21.1% |
| Deseret Mutual Benefit Administrators | 744 | +63 | $574.3K | +$191.4K | 9.3% |
| Kaufman Rossin Wealth, LLC | 691 | +80 | $533.7K | +$189.9K | 13.1% |
| QTR Family Wealth, LLC | 550 | +147 | $415.2K | +$188.6K | 36.5% |
| Kingsview Wealth Management, LLC | 811 | +31 | $626.0K | +$187.4K | 4.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 283 | +219 | $218.4K | +$182.5K | 342.2% |
| Clarius Group, LLC | 851 | +6 | $656.9K | +$181.7K | 0.7% |
| Pure Financial Advisors, LLC | 497 | +130 | $383.7K | +$177.1K | 35.4% |
| BSW Wealth Partners | 726 | +42 | $560.4K | +$175.8K | 6.1% |
| SUMITOMO LIFE INSURANCE CO | 807 | +9 | $622.9K | +$174.2K | 1.1% |
| Claro Advisors LLC | 557 | +102 | $429.7K | +$173.7K | 22.4% |
| Williams Jones Wealth Management, LLC. | 819 | +2 | $632.2K | +$172.8K | 0.2% |
| Kovack Advisors, Inc. | 501 | +118 | $386.7K | +$171.2K | 30.8% |
| Strait & Sound Wealth Management LLC | 674 | +46 | $520.2K | +$167.1K | 7.3% |
| Gibbs Wealth Management | 541 | +122 | $431.0K | +$165.2K | 29.1% |
| NEW WAVE WEALTH ADVISORS LLC | 596 | +71 | $460.0K | +$164.8K | 13.5% |
| Greykasell Wealth Strategies, Inc. | 478 | +113 | $368.8K | +$163.6K | 30.9% |
| EARNED WEALTH ADVISORS, LLC | 671 | +40 | $517.9K | +$163.1K | 6.3% |
| Connecticut Wealth Management, LLC | 761 | +4 | $587.6K | +$161.7K | 0.5% |
| Optimize Financial Inc | 749 | +8 | $578.1K | +$161.5K | 1.1% |
| Dorsey & Whitney Trust CO LLC | 553 | +67 | $426.6K | +$153.6K | 13.8% |
| Forum Financial Management, LP | 699 | +2 | $539.5K | +$147.6K | 0.3% |
| Cove Private Wealth, LLC | 555 | +55 | $428.4K | +$147.3K | 11.0% |
| Aster Capital Management (DIFC) Ltd | 272 | +157 | $209.9K | +$145.3K | 136.5% |
| Cyndeo Wealth Partners, LLC | 680 | +3 | $524.6K | +$144.1K | 0.4% |
| Everhart Financial Group, Inc. | 460 | +83 | $355.1K | +$143.1K | 22.0% |
| OneDigital Investment Advisors LLC | 569 | +38 | $439.2K | +$140.6K | 7.2% |
| Capital Investment Advisors, LLC | 530 | +53 | $408.8K | +$140.4K | 11.1% |
| GAMCO INVESTORS, INC. ET AL | 649 | +3 | $500.9K | +$137.7K | 0.5% |
| CIDEL ASSET MANAGEMENT INC | 589 | +21 | $454.6K | +$135.3K | 3.7% |
| MGO ONE SEVEN LLC | 589 | +19 | $454.6K | +$134.1K | 3.3% |
| Fielder Capital Group LLC | 451 | +67 | $348.1K | +$132.2K | 17.4% |
| Aspire Growth Partners LLC | 626 | +1 | $482.9K | +$131.6K | 0.2% |
| Resonant Capital Advisors, LLC | 432 | +69 | $333.4K | +$129.3K | 19.0% |
| Larson Financial Group LLC | 488 | +40 | $376.8K | +$124.8K | 8.9% |
| Parkside Financial Bank & Trust | 278 | +115 | $214.6K | +$122.9K | 70.5% |
| Quent Capital, LLC | 478 | +38 | $369.3K | +$121.7K | 8.6% |
| CONNING INC. | 531 | +11 | $409.9K | +$117.5K | 2.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 464 | +19 | $358.1K | +$107.9K | 4.3% |
| Colonial River Investments, LLC | 492 | +8 | $379.8K | +$107.6K | 1.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | 488 | +4 | $376.7K | +$104.5K | 0.8% |
| PDS Planning, Inc | 458 | +13 | $353.5K | +$103.3K | 2.9% |
| Elwood & Goetz Wealth Advisory Group, LLC | 464 | +10 | $358.1K | +$102.9K | 2.2% |
| SBI Securities Co., Ltd. | 407 | +30 | $314.2K | +$102.2K | 8.0% |
| INTRUST BANK NA | 436 | +19 | $336.5K | +$102.1K | 4.5% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 443 | +14 | $341.9K | +$100.7K | 3.3% |
| INSIGNEO ADVISORY SERVICES, LLC | 445 | +13 | $343.4K | +$100.6K | 3.0% |
| Pinnacle Wealth Planning Services, Inc. | 466 | +5 | $359.7K | +$100.5K | 1.1% |
| Round Rock Advisors, LLC | 465 | +5 | $358.9K | +$100.3K | 1.1% |
| Forefront Analytics, LLC | 427 | +15 | $329.4K | +$97.6K | 3.6% |
| SIMON QUICK ADVISORS, LLC | 404 | +23 | $311.8K | +$97.6K | 6.0% |
| LSV ASSET MANAGEMENT | 166,514 | +110,914 | $128.5K | +$97.3K | 199.5% |
| NVWM, LLC | 128 | +122 | $98.8K | +$95.4K | 2033.3% |
| BRADLEY FOSTER & SARGENT INC/CT | 452 | +1 | $348.9K | +$95.3K | 0.2% |
| SG Americas Securities, LLC | 131,112 | +118,690 | $101.2K | +$94.2K | 955.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 376 | +22 | $290.2K | +$91.2K | 6.2% |
| BayBridge Capital Group, LLC | 421 | +5 | $325.0K | +$91.1K | 1.2% |
| Papamarkou Wellner Asset Management inc. | 382 | +17 | $294.9K | +$89.6K | 4.7% |
| Sowell Financial Services LLC | 419 | +3 | $323.6K | +$89.6K | 0.7% |
| World Investment Advisors | 798 | +288 | $369.7K | +$83.0K | 56.5% |
| Sound Income Strategies, LLC | 112 | +109 | $82.1K | +$80.4K | 3633.3% |
| WHITTIER TRUST CO | 357 | +20 | $277.2K | +$75.0K | 5.9% |
| CYBER HORNET ETFs LLC | 301 | +17 | $232.3K | +$72.6K | 6.0% |
| Independence Bank of Kentucky | 315 | +7 | $243.1K | +$70.0K | 2.3% |
| REXFORD CAPITAL INC | 288 | +15 | $222.3K | +$68.8K | 5.5% |
| Versant Capital Management, Inc | 271 | +15 | $209.2K | +$65.2K | 5.8% |
| SJS Investment Consulting Inc. | 189 | +39 | $145.9K | +$61.5K | 26.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 246,476 | +11,644 | $190.3K | +$58.3K | 5.0% |
| True Wealth Design, LLC | 163 | +38 | $125.8K | +$55.5K | 30.4% |
| Graney & King, LLC | 69 | +68 | $53.3K | +$52.7K | 6800.0% |
| Truvestments Capital LLC | 105 | +53 | $81.0K | +$51.8K | 101.9% |
| PRIVATE TRUST CO NA | 198 | +5 | $152.8K | +$44.3K | 2.6% |
| TD PRIVATE CLIENT WEALTH LLC | 169 | +15 | $130.4K | +$43.9K | 9.7% |
| Handelsbanken Fonder AB | 100,706 | +37,657 | $77.7K | +$42.3K | 59.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 148 | +2 | $114.0K | +$32.1K | 1.4% |
| ORG Partners LLC | 69 | +31 | $53.2K | +$31.9K | 81.6% |
| Transamerica Financial Advisors, LLC | 48 | +38 | $37.1K | +$31.5K | 380.0% |
| Activest Wealth Management | 68 | +30 | $52.5K | +$31.1K | 78.9% |
| OAKWORTH CAPITAL, INC. | 56 | +31 | $43.2K | +$29.2K | 124.0% |
| NATIXIS ADVISORS, LLC | 122,588 | +2,479 | $94.6K | +$27.1K | 2.1% |
| Root Financial Partners, LLC | 56 | +21 | $43.2K | +$23.5K | 60.0% |
| TFC Financial Management, Inc. | 104 | +1 | $80.3K | +$22.4K | 1.0% |
| WPG Advisers, LLC | 33 | +25 | $25.5K | +$21.0K | 312.5% |
| Bell Investment Advisors, Inc | 45 | +17 | $34.7K | +$19.0K | 60.7% |
| VAN ECK ASSOCIATES CORP | 64,895 | +8,377 | $50.1K | +$18.3K | 14.8% |
| MCF Advisors LLC | 45 | +15 | $34.7K | +$17.9K | 50.0% |
| EASTERN BANK | 30 | +20 | $23.2K | +$17.5K | 200.0% |
| Physician Wealth Advisors, Inc. | 64 | +7 | $49.4K | +$17.4K | 12.3% |
| CWM, LLC | 60,569 | +7,163 | $46.8K | +$16.7K | 13.4% |
| Westside Investment Management, Inc. | 82 | +1 | $63.4K | +$16.7K | 1.2% |
| Rossby Financial, LCC | 64 | +8 | $49.4K | +$15.8K | 14.3% |
| JFS WEALTH ADVISORS, LLC | 36 | +11 | $27.9K | +$13.8K | 44.0% |
| DecisionPoint Financial, LLC | 16 | +15 | $12.3K | +$11.8K | 1500.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | +2 | $37.0K | +$11.2K | 4.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | +3 | $34.7K | +$11.1K | 7.1% |
| SouthState Corp | 32 | +7 | $24.7K | +$10.6K | 28.0% |
| Colonial Trust Co / SC | 32 | +7 | $24.4K | +$10.1K | 28.0% |
| Pacifica Partners Inc. | 20 | +10 | $15.5K | +$9.5K | 100.0% |
| Mn Services Vermogensbeheer B.V. | 41,213 | +713 | $31.8K | +$9.0K | 1.8% |
| HIGHLINE WEALTH PARTNERS LLC | 15 | +10 | $11.6K | +$8.8K | 200.0% |
| Financial Network Wealth Advisors LLC | 32 | +3 | $24.7K | +$8.4K | 10.3% |
| Bruce G. Allen Investments, LLC | 33 | +1 | $25.5K | +$7.5K | 3.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29 | +1 | $22.4K | +$6.6K | 3.6% |
| Dogwood Wealth Management LLC | 22 | +2 | $17.0K | +$5.7K | 10.0% |
| Byrne Asset Management LLC | 23 | +1 | $17.8K | +$5.4K | 4.5% |
| Wealth Watch Advisors, INC | 11 | +5 | $8.5K | +$5.1K | 83.3% |
| ELEVATION WEALTH PARTNERS, LLC | 11 | +5 | $8.5K | +$5.1K | 83.3% |
| Bay Harbor Wealth Management, LLC | 8 | +6 | $6.2K | +$5.0K | 300.0% |
| iA Global Asset Management Inc. | 21,014 | +766 | $16.2K | +$4.8K | 3.8% |
| Sunbelt Securities, Inc. | 16 | +2 | $12.4K | +$4.5K | 14.3% |
| Bogart Wealth, LLC | 16 | +1 | $12.3K | +$3.9K | 6.7% |
| Addison Advisors LLC | 13 | +2 | $10.0K | +$3.8K | 18.2% |
| WestEnd Advisors, LLC | 7 | +4 | $5.4K | +$3.7K | 133.3% |
| Steigerwald, Gordon & Koch Inc. | 12 | +2 | $9.3K | +$3.6K | 20.0% |
| WINNOW WEALTH LLC | 5 | +4 | $3.9K | +$3.3K | 400.0% |
| South Dakota Investment Council | 12,962 | +160 | $10.0K | +$2.8K | 1.2% |
| RK Asset Management, LLC | 12,660 | +14 | $9.8K | +$2.7K | 0.1% |
| IMG Wealth Management, Inc. | 10 | +1 | $7.7K | +$2.7K | 11.1% |
| Harvest Fund Management Co., Ltd | 7,954 | +1,561 | $6.1K | +$2.5K | 24.4% |
| BI Asset Management Fondsmaeglerselskab A/S | 6,207 | +1,974 | $4.8K | +$2.4K | 46.6% |
| DiNuzzo Private Wealth, Inc. | 6 | +2 | $4.6K | +$2.3K | 50.0% |
| JACOBS & CO/CA | 10,326 | +164 | $8.0K | +$2.3K | 1.6% |
| BESSEMER GROUP INC | 4,381 | +1,710 | $3.4K | +$1.9K | 64.0% |
| Thrivent Financial for Lutherans | 7,749 | +214 | $6.0K | +$1.7K | 2.8% |
| Dunhill Financial, LLC | 4 | +2 | $3.0K | +$1.6K | 100.0% |
| Cambridge Investment Research Advisors, Inc. | 4,890 | +869 | $3.8K | +$1.5K | 21.6% |
| KERR FINANCIAL PLANNING Corp | 10 | +1 | $7.8K | +$1.4K | 11.1% |
| PayPay Securities Corp | 3 | +1 | $2.3K | +$1.4K | 50.0% |
| Legacy Wealth Managment, LLC/ID | 3 | +1 | $2.3K | +$1.2K | 50.0% |
| American Capital Advisory, LLC | 3 | +1 | $2.3K | +$1.2K | 50.0% |
| Ceeto Capital Group, LLC | 3,840 | +600 | $3.0K | +$1.1K | 18.5% |
| Gulf International Bank (UK) Ltd | 5,349 | +11 | $4.1K | +$1.1K | 0.2% |
| Quaker Wealth Management, LLC | 2 | +1 | $1.5K | +$981 | 100.0% |
| PRAXIS INVESTMENT MANAGEMENT INC | 1,762 | +407 | $1.4K | +$598 | 30.0% |
| Harel Insurance Investments & Financial Services Ltd. | 2,136 | +164 | $1.6K | +$540 | 8.3% |
| PARK AVENUE SECURITIES LLC | 1,616 | +49 | $1.2K | +$366 | 3.1% |
| VALLEY NATIONAL ADVISERS INC | 1,203 | +110 | $928 | +$314 | 10.1% |
| ALGERT GLOBAL LLC | 636 | +100 | $491 | +$190 | 18.6% |
| HANTZ FINANCIAL SERVICES, INC. | 271 | +93 | $209 | +$109 | 52.2% |
| Smithfield Trust Co | 355 | +10 | $274 | +$81 | 2.9% |
| GW&K Investment Management, LLC | 119 | +4 | $92 | +$27 | 3.5% |
| Avion Wealth | 17 | +4 | $13 | +$6 | 30.8% |