13F QoQ Ownership Changes
ROK Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 230 new · 469 added · 706 reduced · 108 exited
New Positions(230)
Added To(469)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,652,329 | +859,377 | $4.14B | +$721.6M | 8.8% |
| VANGUARD GROUP INC | 14,206,311 | +114,469 | $5.53B | +$601.7M | 0.8% |
| NORGES BANK | 1,582,224 | +563,217 | $615.6M | +$342.0M | 55.3% |
| STATE STREET CORP | 4,996,130 | +202,705 | $1.94B | +$268.4M | 4.2% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 1,079,650 | +733,220 | $383.5M | +$262.5M | 211.7% |
| MORGAN STANLEY | 2,921,840 | +276,021 | $1.14B | +$212.0M | 10.4% |
| Invesco Ltd. | 1,545,104 | +309,316 | $601.2M | +$169.2M | 25.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 854,192 | +315,816 | $332.3M | +$144.2M | 58.7% |
| Voya Investment Management LLC | 798,216 | +283,747 | $310.6M | +$130.7M | 55.1% |
| Royal Bank of Canada | 760,934 | +208,958 | $296.1M | +$130.5M | 37.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,924,501 | +17,855 | $1.13B | +$121.6M | 0.6% |
| Balyasny Asset Management L.P. | 560,715 | +238,993 | $218.2M | +$105.7M | 74.3% |
| Fullerton Fund Management Co Ltd. | 463,267 | +248,798 | $180.2M | +$105.3M | 116.0% |
| AMERIPRISE FINANCIAL INC | 416,442 | +246,051 | $162.0M | +$102.5M | 144.4% |
| GOLDMAN SACHS GROUP INC | 2,104,985 | +24,719 | $819.0M | +$91.9M | 1.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 522,636 | +200,672 | $203.3M | +$90.8M | 62.3% |
| FMR LLC | 380,995 | +182,736 | $148.2M | +$78.9M | 92.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 744,814 | +127,733 | $291.1M | +$75.3M | 20.7% |
| RAYMOND JAMES FINANCIAL INC | 608,032 | +138,899 | $238.1M | +$74.1M | 29.6% |
| CITADEL ADVISORS LLC | 751,102 | +112,517 | $292.2M | +$69.0M | 17.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 391,332 | +131,160 | $154.1M | +$64.4M | 50.4% |
| NEUBERGER BERMAN GROUP LLC | 322,032 | +145,115 | $125.3M | +$63.5M | 82.0% |
| Artisan Partners Limited Partnership | 218,176 | +152,925 | $84.9M | +$62.1M | 234.4% |
| Assenagon Asset Management S.A. | 366,963 | +131,656 | $142.8M | +$60.5M | 56.0% |
| Qube Research & Technologies Ltd | 171,173 | +138,184 | $66.6M | +$55.1M | 418.9% |
| MACKENZIE FINANCIAL CORP | 149,898 | +137,315 | $58.9M | +$54.5M | 1091.3% |
| VICTORY CAPITAL MANAGEMENT INC | 964,878 | +108,403 | $375.4M | +$46.5M | 12.7% |
| Fisher Asset Management, LLC | 857,529 | +35,028 | $333.6M | +$46.1M | 4.3% |
| PEAK6 LLC | 220,500 | +97,399 | $85.8M | +$42.8M | 79.1% |
| Legal & General Group Plc | 733,710 | +29,347 | $285.5M | +$39.3M | 4.2% |
| Amundi | 879,900 | +9,262 | $342.3M | +$38.9M | 1.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 796,711 | +18,697 | $310.0M | +$38.1M | 2.4% |
| Allianz Asset Management GmbH | 145,569 | +86,362 | $56.6M | +$35.9M | 145.9% |
| BARCLAYS PLC | 406,335 | +109,240 | $135.0M | +$31.1M | 36.8% |
| MILLENNIUM MANAGEMENT LLC | 237,290 | +56,864 | $92.3M | +$29.3M | 31.5% |
| Korea Investment CORP | 115,270 | +64,920 | $44.8M | +$27.2M | 128.9% |
| JANE STREET GROUP, LLC | 447,046 | +18,943 | $173.9M | +$24.3M | 4.4% |
| Quantinno Capital Management LP | 89,920 | +58,439 | $35.0M | +$24.0M | 185.6% |
| WELLS FARGO & COMPANY/MN | 298,918 | +32,097 | $116.3M | +$23.0M | 12.0% |
| Man Group plc | 321,449 | +20,760 | $125.1M | +$20.0M | 6.9% |
| Robeco Institutional Asset Management B.V. | 469,004 | +3,558 | $182.5M | +$19.8M | 0.8% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 233,795 | +29,460 | $91.0M | +$19.5M | 14.4% |
| Russell Investments Group, Ltd. | 113,818 | +41,258 | $44.4M | +$19.1M | 56.9% |
| Walleye Trading LLC | 49,550 | +47,150 | $19.3M | +$18.4M | 1964.6% |
| CITIGROUP INC | 204,260 | +27,170 | $79.5M | +$17.6M | 15.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 250,640 | +19,948 | $97.5M | +$16.9M | 8.6% |
| DEUTSCHE BANK AG\ | 352,572 | +8,352 | $137.2M | +$16.9M | 2.4% |
| Vinva Investment Management Ltd | 49,593 | +40,973 | $19.5M | +$16.6M | 475.3% |
| Candriam S.C.A. | 181,140 | +25,821 | $70.5M | +$16.2M | 16.6% |
| HighTower Advisors, LLC | 137,244 | +29,649 | $53.4M | +$15.8M | 27.6% |
| LPL Financial LLC | 202,825 | +20,569 | $78.9M | +$15.2M | 11.3% |
| Quilter Plc | 355,804 | +2,475 | $138.4M | +$14.9M | 0.7% |
| Gotham Asset Management, LLC | 115,163 | +29,584 | $44.8M | +$14.9M | 34.6% |
| CAPITAL ADVISORS INC/OK | 143,015 | +25,193 | $55.6M | +$14.5M | 21.4% |
| OAK ASSOCIATES LTD /OH/ | 35,603 | +754 | $13.9M | +$13.8M | 2.2% |
| AMERICAN CENTURY COMPANIES INC | 60,783 | +29,392 | $23.6M | +$12.7M | 93.6% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 34,170 | +30,878 | $13.3M | +$12.1M | 938.0% |
| NATIONAL BANK OF CANADA /FI/ | 77,829 | +25,570 | $30.3M | +$12.0M | 48.9% |
| HUNTINGTON NATIONAL BANK | 249,858 | +3,328 | $97.2M | +$11.0M | 1.3% |
| SCOPUS ASSET MANAGEMENT, L.P. | 134,582 | +16,210 | $52.4M | +$11.0M | 13.7% |
| PANAGORA ASSET MANAGEMENT INC | 51,989 | +22,560 | $20.2M | +$9.9M | 76.7% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 24,235 | +640 | $9.4M | +$9.4M | 2.7% |
| Focus Partners Wealth | 35,449 | +22,639 | $13.7M | +$9.3M | 176.7% |
| California Public Employees Retirement System | 201,607 | +2,719 | $78.4M | +$8.9M | 1.4% |
| Concentric Capital Strategies, LP | 27,653 | +21,096 | $10.8M | +$8.5M | 321.7% |
| IFM Investors Pty Ltd | 24,936 | +1,931 | $9.7K | -$7.9M | 8.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 49,333 | +13,981 | $19.2M | +$6.8M | 39.5% |
| Stephens Investment Management Group LLC | 165,763 | +326 | $64.5M | +$6.7M | 0.2% |
| Horizon Investments, LLC | 18,597 | +16,384 | $7.2M | +$6.5M | 740.4% |
| Y-Intercept (Hong Kong) Ltd | 26,123 | +15,496 | $10.2M | +$6.4M | 145.8% |
| Mirae Asset Global Investments Co., Ltd. | 130,659 | +3,568 | $50.8M | +$6.4M | 2.8% |
| Apollon Wealth Management, LLC | 27,892 | +15,174 | $10.9M | +$6.4M | 119.3% |
| Raiffeisen Bank International AG | 18,237 | +15,630 | $7.2M | +$6.3M | 599.5% |
| Aberdeen Group plc | 116,312 | +3,061 | $45.3M | +$6.2M | 2.7% |
| State of Tennessee, Department of Treasury | 51,729 | +6,650 | $21.8M | +$6.1M | 14.8% |
| Asset Management One Co., Ltd. | 58,015 | +8,938 | $23.0M | +$5.8M | 18.2% |
| Mariner, LLC | 62,756 | +9,122 | $24.4M | +$5.7M | 17.0% |
| BANK OF MONTREAL /CAN/ | 105,560 | +4,206 | $41.1M | +$5.6M | 4.1% |
| AVIVA PLC | 94,871 | +4,977 | $36.9M | +$5.5M | 5.5% |
| Mitsubishi UFJ Trust & Banking Corp | 61,363 | +8,712 | $23.9M | +$5.5M | 16.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,587 | +4,092 | $37.6M | +$5.2M | 4.4% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 23,158 | +11,623 | $9.0M | +$5.0M | 100.8% |
| Rakuten Investment Management, Inc. | 14,777 | +11,655 | $5.9M | +$4.9M | 373.3% |
| FEDERATED HERMES, INC. | 81,326 | +4,276 | $31.6M | +$4.7M | 5.5% |
| FIL Ltd | 82,720 | +4,063 | $32.2M | +$4.7M | 5.2% |
| CIBC Asset Management Inc | 27,222 | +9,898 | $10.6M | +$4.5M | 57.1% |
| GAMCO INVESTORS, INC. ET AL | 113,664 | +118 | $44.2M | +$4.5M | 0.1% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 16,003 | +10,947 | $6.2M | +$4.5M | 216.5% |
| Spire Wealth Management | 11,325 | +11,157 | $4.4M | +$4.3M | 6641.1% |
| Advisors Asset Management, Inc. | 26,868 | +8,949 | $10.5M | +$4.2M | 49.9% |
| PARNASSUS INVESTMENTS, LLC | 64,815 | +4,652 | $25.2M | +$4.2M | 7.7% |
| NewEdge Advisors, LLC | 29,774 | +8,078 | $11.6M | +$4.0M | 37.2% |
| DANSKE BANK A/S | 76,874 | +2,452 | $29.9M | +$3.9M | 3.3% |
| CAPTRUST FINANCIAL ADVISORS | 38,143 | +6,784 | $14.8M | +$3.9M | 21.6% |
| Crossmark Global Holdings, Inc. | 13,905 | +9,238 | $5.4M | +$3.8M | 197.9% |
| AQR CAPITAL MANAGEMENT LLC | 45,126 | +5,227 | $17.6M | +$3.8M | 13.1% |
| Tidal Investments LLC | 28,067 | +7,388 | $10.9M | +$3.7M | 35.7% |
| Skandinaviska Enskilda Banken AB (publ) | 33,617 | +6,724 | $13.1M | +$3.7M | 25.0% |
| IEQ CAPITAL, LLC | 10,219 | +9,170 | $4.0M | +$3.6M | 874.2% |
| Corient Private Wealth LLC | 99,928 | +7,530 | $35.9M | +$3.6M | 8.1% |
| Lighthouse Investment Partners, LLC | 13,543 | +8,593 | $5.3M | +$3.5M | 173.6% |
| D.A. DAVIDSON & CO. | 30,409 | +6,185 | $11.8M | +$3.4M | 25.5% |
| Sequoia Financial Advisors, LLC | 14,009 | +8,010 | $5.5M | +$3.4M | 133.5% |
| NATIXIS | 34,077 | +5,396 | $13.3M | +$3.2M | 18.8% |
| Rockefeller Capital Management L.P. | 67,980 | +1,354 | $26.4M | +$3.2M | 2.0% |
| TWO SIGMA ADVISERS, LP | 13,840 | +7,440 | $5.4M | +$3.1M | 116.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 67,768 | +900 | $26.4M | +$3.0M | 1.3% |
| Prospera Financial Services Inc | 11,684 | +7,179 | $4.5M | +$3.0M | 159.3% |
| Creative Planning | 39,108 | +3,703 | $15.2M | +$2.8M | 10.4% |
| Parallax Volatility Advisers, L.P. | 11,568 | +6,772 | $4.5M | +$2.8M | 141.2% |
| B. Metzler seel. Sohn & Co. AG | 32,520 | +4,214 | $12.7M | +$2.8M | 14.9% |
| SouthState Corp | 53,815 | +1,917 | $20.9M | +$2.8M | 3.7% |
| Banque Cantonale Vaudoise | 7,010 | +2,003 | $2.7M | +$2.7M | 40.0% |
| Empowered Funds, LLC | 10,981 | +6,114 | $4.3M | +$2.6M | 125.6% |
| Cerity Partners LLC | 33,167 | +3,510 | $12.9M | +$2.5M | 11.8% |
| OPPENHEIMER & CO INC | 51,421 | +1,261 | $20.0M | +$2.5M | 2.5% |
| GHP Investment Advisors, Inc. | 56,594 | +606 | $22.0M | +$2.4M | 1.1% |
| ExodusPoint Capital Management, LP | 7,199 | +6,170 | $2.8M | +$2.4M | 599.6% |
| NEOS Investment Management LLC | 43,281 | +2,065 | $16.8M | +$2.4M | 5.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 14,571 | +4,871 | $5.7M | +$2.3M | 50.2% |
| NISA INVESTMENT ADVISORS, LLC | 31,163 | +2,906 | $12.1M | +$2.2M | 10.3% |
| TD Asset Management Inc | 50,092 | +694 | $19.5M | +$2.2M | 1.4% |
| EVENTIDE ASSET MANAGEMENT, LLC | 52,191 | +372 | $20.3M | +$2.2M | 0.7% |
| Cetera Investment Advisers | 38,326 | +1,985 | $14.9M | +$2.2M | 5.5% |
| Vestmark Advisory Solutions, Inc. | 6,721 | +5,429 | $2.6M | +$2.2M | 420.2% |
| Graham Capital Management, L.P. | 7,185 | +5,331 | $2.8M | +$2.1M | 287.5% |
| OMERS ADMINISTRATION Corp | 9,170 | +5,077 | $3.6M | +$2.1M | 124.0% |
| Williams Jones Wealth Management, LLC. | 44,963 | +980 | $17.5M | +$2.1M | 2.2% |
| NorthCrest Asset Manangement, LLC | 32,668 | +398 | $13.2M | +$2.1M | 1.2% |
| MAI Capital Management | 19,071 | +3,818 | $7.4M | +$2.1M | 25.0% |
| Bellwether Advisors, LLC | 10,985 | +4,583 | $4.3M | +$2.0M | 71.6% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 47,934 | +299 | $18.6M | +$2.0M | 0.6% |
| BANK OF NOVA SCOTIA | 17,579 | +3,726 | $6.8M | +$2.0M | 26.9% |
| Baird Financial Group, Inc. | 45,466 | +463 | $17.7M | +$2.0M | 1.0% |
| Maridea Wealth Management LLC | 5,522 | +4,710 | $2.1M | +$1.9M | 580.0% |
| ALLSTATE CORP | 8,289 | +4,257 | $3.2M | +$1.8M | 105.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 18,979 | +3,836 | $7.1M | +$1.8M | 25.3% |
| BROWN ADVISORY INC | 29,752 | +1,707 | $11.6M | +$1.8M | 6.1% |
| LANSDOWNE PARTNERS (UK) LLP | 31,077 | +1,537 | $12.1M | +$1.8M | 5.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,031 | +2,992 | $7.0M | +$1.8M | 19.9% |
| Silvant Capital Management LLC | 18,314 | +2,801 | $7.1M | +$1.7M | 18.1% |
| Core Wealth Partners LLC | 41,727 | +58 | $16.2M | +$1.7M | 0.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14,415 | +3,067 | $5.6M | +$1.6M | 27.0% |
| Caprock Group, LLC | 5,912 | +3,922 | $2.3M | +$1.6M | 197.1% |
| DNB Asset Management AS | 33,945 | +743 | $13.2M | +$1.6M | 2.2% |
| NOMURA ASSET MANAGEMENT CO LTD | 37,961 | +165 | $14.8M | +$1.6M | 0.4% |
| Czech National Bank | 29,605 | +1,049 | $11.5M | +$1.5M | 3.7% |
| LGT Group Foundation | 21,154 | +1,659 | $8.3M | +$1.5M | 8.5% |
| Bank Julius Baer & Co. Ltd, Zurich | 27,301 | +800 | $10.7M | +$1.4M | 3.0% |
| Verition Fund Management LLC | 14,191 | +2,401 | $5.5M | +$1.4M | 20.4% |
| Investment Management Corp of Ontario | 8,314 | +3,053 | $3.2M | +$1.4M | 58.0% |
| ProShare Advisors LLC | 20,912 | +1,624 | $8.1M | +$1.4M | 8.4% |
| Talbot Financial, LLC | 32,569 | +299 | $12.7M | +$1.4M | 0.9% |
| Prestige Wealth Management Group LLC | 5,095 | +4,947 | $1.4M | +$1.4M | 3342.6% |
| RBF Capital, LLC | 6,000 | +3,000 | $2.3M | +$1.3M | 100.0% |
| SummitTX Capital, L.P. | 7,399 | +2,838 | $2.9M | +$1.3M | 62.2% |
| Lombard Odier Asset Management (Europe) Ltd | 23,484 | +998 | $9.1M | +$1.3M | 4.4% |
| Canada Post Corp Registered Pension Plan | 5,043 | +2,917 | $2.0M | +$1.2M | 137.2% |
| Kestra Advisory Services, LLC | 27,284 | +428 | $10.6M | +$1.2M | 1.6% |
| LECAP ASSET MANAGEMENT LTD | 4,849 | +2,900 | $1.9M | +$1.2M | 148.8% |
| MASTERINVEST Kapitalanlage GmbH | 6,105 | +2,595 | $2.4M | +$1.2M | 73.9% |
| Federation des caisses Desjardins du Quebec | 20,196 | +979 | $7.9M | +$1.1M | 5.1% |
| Vanguard Personalized Indexing Management, LLC | 16,910 | +1,387 | $6.6M | +$1.1M | 8.9% |
| Northwest & Ethical Investments L.P. | 17,722 | +1,232 | $6.9M | +$1.1M | 7.5% |
| Abacus FCF Advisors LLC | 23,374 | +540 | $9.1M | +$1.1M | 2.4% |
| Westend Capital Management, LLC | 26,248 | +213 | $10.2M | +$1.1M | 0.8% |
| Jump Financial, LLC | 4,022 | +2,699 | $1.6M | +$1.1M | 204.0% |
| Waverly Advisors, LLC | 5,017 | +2,553 | $2.0M | +$1.1M | 103.6% |
| XPONANCE, INC. | 18,360 | +984 | $7.1M | +$1.1M | 5.7% |
| Kampmann Melissa S. | 12,368 | +510 | $5.2M | +$1.1M | 4.3% |
| Carmel Capital Partners, LLC | 6,327 | +2,197 | $2.5M | +$1.0M | 53.2% |
| L. Roy Papp & Associates, LLP | 22,468 | +236 | $8.7M | +$970.9K | 1.1% |
| Kidder Stephen W | 23,636 | +55 | $9.2M | +$953.8K | 0.2% |
| STEPHENS INC /AR/ | 22,824 | +119 | $8.9M | +$944.0K | 0.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,525 | +1,924 | $2.5M | +$930.7K | 41.8% |
| Pacer Advisors, Inc. | 10,692 | +1,443 | $4.2M | +$927.1K | 15.6% |
| Stratos Wealth Advisors, LLC | 15,845 | +834 | $6.2M | +$918.1K | 5.5% |
| Venture Visionary Partners LLC | 7,662 | +1,709 | $3.0M | +$900.0K | 28.7% |
| HALL LAURIE J TRUSTEE | 17,532 | +590 | $6.8M | +$899.4K | 3.5% |
| JONES FINANCIAL COMPANIES LLLP | 12,274 | +989 | $4.8M | +$894.1K | 8.8% |
| VCI Wealth Management LLC | 8,464 | +1,569 | $3.3M | +$883.1K | 22.8% |
| Pathstone Holdings, LLC | 19,116 | +333 | $7.4M | +$872.4K | 1.8% |
| HUB Investment Partners, LLC | 3,343 | +2,079 | $1.3M | +$858.9K | 164.5% |
| NWAM LLC | 3,201 | +2,207 | $1.2M | +$812.6K | 222.0% |
| J. Safra Sarasin Holding AG | 3,290 | +1,906 | $1.3M | +$796.3K | 137.7% |
| Private Advisor Group, LLC | 9,830 | +1,153 | $3.8M | +$791.8K | 13.3% |
| BNP PARIBAS | 8,140 | +982 | $3.2M | +$778.2K | 13.7% |
| Ethic Inc. | 18,533 | +89 | $7.2M | +$764.0K | 0.5% |
| &PARTNERS | 5,966 | +1,435 | $2.3M | +$734.5K | 31.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,454 | +217 | $6.4M | +$726.4K | 1.3% |
| Vise Technologies, Inc. | 3,127 | +1,717 | $1.2M | +$723.7K | 121.8% |
| Aaron Wealth Advisors LLC | 2,390 | +1,782 | $930.2K | +$717.4K | 293.1% |
| Wealthfront Advisers LLC | 9,285 | +992 | $3.6M | +$713.9K | 12.0% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 3,555 | +1,637 | $1.4M | +$712.7K | 85.3% |
| Wealthcare Advisory Partners LLC | 2,874 | +1,667 | $1.1M | +$696.2K | 138.1% |
| Calamos Wealth Management LLC | 2,636 | +1,654 | $1.0M | +$682.4K | 168.4% |
| McGuire Investment Group, LLC | 15,868 | +132 | $6.2M | +$673.4K | 0.8% |
| U.S. Capital Wealth Advisors, LLC | 2,661 | +1,621 | $1.0M | +$671.5K | 155.9% |
| Concurrent Investment Advisors, LLC | 3,811 | +1,448 | $1.5M | +$656.8K | 61.3% |
| Elefante Mark B | 12,720 | +338 | $4.9M | +$621.1K | 2.7% |
| Bill Few Associates, Inc. | 14,189 | +170 | $5.5M | +$620.5K | 1.2% |
| Merit Financial Group, LLC | 4,018 | +1,303 | $1.6M | +$614.2K | 48.0% |
| M&T Bank Corp | 12,856 | +264 | $5.0M | +$600.9K | 2.1% |
| Moors & Cabot, Inc. | 3,055 | +1,367 | $1.2M | +$598.6K | 81.0% |
| Generali Asset Management SPA SGR | 6,335 | +925 | $2.5M | +$573.8K | 17.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 12,337 | +233 | $4.8M | +$569.2K | 1.9% |
| TD Waterhouse Canada Inc. | 8,311 | +664 | $3.2M | +$559.6K | 8.7% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,035 | +1,248 | $1.2M | +$556.2K | 69.8% |
| HOWARD BAILEY SECURITIES, LLC | 2,574 | +1,852 | $796.4K | +$544.0K | 256.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12,866 | +100 | $5.0M | +$543.7K | 0.8% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 13,190 | +63 | $5.1M | +$543.5K | 0.5% |
| TRUST CO OF VERMONT | 3,007 | +1,210 | $1.2M | +$541.8K | 67.3% |
| Vontobel Holding Ltd. | 10,551 | +341 | $4.1M | +$536.4K | 3.3% |
| MCF Advisors LLC | 3,241 | +1,139 | $1.3M | +$526.4K | 54.2% |
| BENJAMIN EDWARDS INC | 5,838 | +831 | $2.3M | +$520.7K | 16.6% |
| Allspring Global Investments Holdings, LLC | 6,008 | +609 | $2.4M | +$508.5K | 11.3% |
| Aprio Wealth Management, LLC | 606 | +21 | $707.0K | +$502.4K | 3.6% |
| OFI INVEST ASSET MANAGEMENT | 5,584 | +909 | $1.9M | +$499.5K | 19.4% |
| Wealthspire Advisors, LLC | 3,761 | +996 | $1.5M | +$496.7K | 36.0% |
| Meeder Advisory Services, Inc. | 2,437 | +1,122 | $948.2K | +$488.5K | 85.3% |
| QRG CAPITAL MANAGEMENT, INC. | 3,502 | +997 | $1.4M | +$487.1K | 39.8% |
| SANDLER CAPITAL MANAGEMENT | 4,020 | +927 | $1.6M | +$483.0K | 30.0% |
| Fiduciary Trust Co | 12,067 | +10 | $4.7M | +$480.6K | 0.1% |
| Ascent Group, LLC | 6,298 | +623 | $2.5M | +$466.8K | 11.0% |
| Dai-ichi Life Insurance Company, Ltd | 6,152 | +612 | $2.4M | +$457.2K | 11.0% |
| FIRST CITIZENS BANK & TRUST CO | 3,008 | +944 | $1.2M | +$448.9K | 45.7% |
| Advisory Services Network, LLC | 8,513 | +304 | $3.3M | +$443.0K | 3.7% |
| Procyon Advisors, LLC | 2,779 | +937 | $1.1M | +$437.4K | 50.9% |
| Snowden Capital Advisors LLC | 3,096 | +896 | $1.2M | +$435.6K | 40.7% |
| CIBC Private Wealth Group LLC | 6,690 | +485 | $2.6M | +$434.0K | 7.8% |
| DARK FOREST CAPITAL MANAGEMENT LP | 8,401 | +253 | $3.3M | +$420.6K | 3.1% |
| NWF Advisory Services Inc. | 1,964 | +1,341 | $633.5K | +$415.9K | 215.2% |
| SilverOak Wealth Management LLC | 7,390 | +296 | $2.9M | +$395.7K | 4.2% |
| Hilltop Holdings Inc. | 2,155 | +882 | $838.4K | +$393.4K | 69.3% |
| Eukles Asset Management | 9,596 | +29 | $3.7M | +$389.6K | 0.3% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 7,201 | +292 | $2.8M | +$386.8K | 4.2% |
| TIAA TRUST, NATIONAL ASSOCIATION | 6,553 | +360 | $2.5M | +$384.9K | 5.8% |
| GREENLEAF TRUST | 8,746 | +60 | $3.4M | +$366.8K | 0.7% |
| Smith Group Asset Management, LLC | 7,778 | +153 | $3.0M | +$361.0K | 2.0% |
| GAMMA Investing LLC | 3,744 | +581 | $1.5M | +$351.1K | 18.4% |
| CHOREO, LLC | 4,797 | +390 | $1.9M | +$348.1K | 8.8% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 5,022 | +177 | $2.0M | +$344.5K | 3.6% |
| Capital Investment Advisors, LLC | 2,888 | +605 | $1.1M | +$325.6K | 26.5% |
| Drucker Wealth 3.0, LLC | 1,597 | +749 | $621.3K | +$325.1K | 88.3% |
| Addison Capital Co | 5,655 | +289 | $2.2M | +$324.5K | 5.4% |
| Envestnet Portfolio Solutions, Inc. | 1,408 | +736 | $547.8K | +$312.9K | 109.5% |
| BURNEY CO/ | 3,408 | +508 | $1.3M | +$312.3K | 17.5% |
| GTS SECURITIES LLC | 1,343 | +736 | $522.5K | +$310.4K | 121.3% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 7,663 | +14 | $3.0M | +$307.9K | 0.2% |
| Empower Advisory Group, LLC | 2,160 | +636 | $840.4K | +$307.7K | 41.7% |
| Callan Family Office, LLC | 2,378 | +600 | $925.0K | +$303.6K | 33.7% |
| DAYMARK WEALTH PARTNERS, LLC | 2,067 | +634 | $804.2K | +$303.3K | 44.2% |
| Chicago Partners Investment Group LLC | 1,409 | +609 | $588.9K | +$299.2K | 76.1% |
| NewEdge Wealth, LLC | 3,675 | +556 | $1.4M | +$299.0K | 17.8% |
| PRIVATE TRUST CO NA | 3,456 | +458 | $1.3M | +$296.7K | 15.3% |
| Crestwood Advisors Group, LLC | 1,603 | +666 | $623.7K | +$296.2K | 71.1% |
| Acropolis Investment Management, LLC | 2,758 | +362 | $1.1M | +$277.3K | 15.1% |
| Steward Partners Investment Advisory, LLC | 1,837 | +584 | $714.9K | +$276.8K | 46.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,981 | +340 | $1.5M | +$276.1K | 9.3% |
| denkapparat Operations GmbH | 1,318 | +640 | $512.8K | +$275.8K | 94.4% |
| BENEDICT FINANCIAL ADVISORS INC | 6,929 | +3 | $2.7M | +$275.1K | 0.0% |
| Slow Capital, Inc. | 4,972 | +218 | $1.9M | +$272.8K | 4.6% |
| SYON CAPITAL LLC | 2,196 | +531 | $854.5K | +$272.4K | 31.9% |
| Strategic Blueprint, LLC | 1,647 | +581 | $640.6K | +$268.0K | 54.5% |
| Apella Capital, LLC | 3,072 | +397 | $1.2M | +$264.4K | 14.8% |
| MONECO Advisors, LLC | 2,836 | +429 | $1.1M | +$262.0K | 17.8% |
| Choate Investment Advisors | 2,761 | +418 | $1.1M | +$255.3K | 17.8% |
| Siemens Fonds Invest GmbH | 2,583 | +398 | $1.0M | +$253.2K | 18.2% |
| Vectors Research Management, LLC | 5,890 | +46 | $2.3M | +$249.2K | 0.8% |
| Wedmont Private Capital | 2,972 | +153 | $1.2M | +$246.3K | 5.4% |
| HBK Sorce Advisory LLC | 3,719 | +27 | $1.5M | +$243.6K | 0.7% |
| Farther Finance Advisors, LLC | 2,867 | +328 | $1.1M | +$228.0K | 12.9% |
| DAVIS-REA LTD. | 5,604 | +18 | $2.2M | +$227.9K | 0.3% |
| Journey Advisory Group, LLC | 5,455 | +30 | $2.1M | +$226.2K | 0.6% |
| Lido Advisors, LLC | 12,077 | +97 | $4.4M | +$223.2K | 0.8% |
| Smartleaf Asset Management LLC | 2,264 | +323 | $891.4K | +$222.7K | 16.6% |
| WESPAC Advisors SoCal, LLC | 3,587 | +219 | $1.4M | +$218.4K | 6.5% |
| BROWN BROTHERS HARRIMAN & CO | 1,568 | +423 | $610.1K | +$209.8K | 36.9% |
| AssuredPartners Investment Advisors, LLC | 1,174 | +455 | $456.9K | +$205.5K | 63.3% |
| ALPS ADVISORS INC | 2,767 | +269 | $1.1M | +$203.4K | 10.8% |
| Modera Wealth Management, LLC | 1,309 | +415 | $509.4K | +$196.8K | 46.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,180 | +81 | $1.6M | +$193.6K | 2.0% |
| Koshinski Asset Management, Inc. | 4,192 | +74 | $1.6M | +$191.6K | 1.8% |
| BRIDGES INVESTMENT MANAGEMENT INC | 1,619 | +365 | $629.9K | +$191.6K | 29.1% |
| COURIER CAPITAL LLC | 4,426 | +39 | $1.7M | +$188.9K | 0.9% |
| PFG Investments, LLC | 3,168 | +171 | $1.2M | +$185.3K | 5.7% |
| Central Pacific Bank - Trust Division | 4,530 | +14 | $1.8M | +$184.0K | 0.3% |
| Equitable Holdings, Inc. | 3,367 | +144 | $1.3M | +$183.5K | 4.5% |
| Elmwood Wealth Management, Inc. | 4,575 | +5 | $1.8M | +$182.6K | 0.1% |
| Strong Tower Advisory Services | 3,169 | +163 | $1.2M | +$182.4K | 5.4% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,484 | +5 | $1.7M | +$179.1K | 0.1% |
| Global Retirement Partners, LLC | 3,210 | +144 | $1.2M | +$177.3K | 4.7% |
| Connecticut Wealth Management, LLC | 3,445 | +116 | $1.3M | +$176.8K | 3.5% |
| Clearstead Advisors, LLC | 3,037 | +157 | $1.2M | +$174.7K | 5.5% |
| Parallel Advisors, LLC | 1,657 | +310 | $644.9K | +$173.9K | 23.0% |
| AlphaCore Capital LLC | 1,748 | +300 | $679.9K | +$173.7K | 20.7% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 3,343 | +115 | $1.3M | +$172.5K | 3.6% |
| Beacon Pointe Advisors, LLC | 3,160 | +136 | $1.2M | +$172.4K | 4.5% |
| Perigon Wealth Management, LLC | 3,013 | +136 | $1.2M | +$166.7K | 4.7% |
| Compound Planning, Inc. | 2,409 | +189 | $937.4K | +$161.3K | 8.5% |
| SIGNATUREFD, LLC | 2,039 | +226 | $793.5K | +$159.8K | 12.5% |
| PRINCIPAL SECURITIES, INC. | 1,272 | +313 | $494.9K | +$159.7K | 32.6% |
| Valeo Financial Advisors, LLC | 2,669 | +150 | $1.0M | +$158.0K | 6.0% |
| UMB Bank, n.a. | 2,726 | +131 | $1.1M | +$153.6K | 5.0% |
| Curi Capital, LLC | 3,727 | +15 | $1.5M | +$152.5K | 0.4% |
| Autumn Glory Partners, LLC | 1,022 | +320 | $397.6K | +$152.3K | 45.6% |
| GLOBALT Investments LLC / GA | 1,612 | +247 | $627.2K | +$150.1K | 18.1% |
| RWA WEALTH PARTNERS, LLC | 3,318 | +53 | $1.3M | +$149.8K | 1.6% |
| ASSETMARK, INC | 1,799 | +218 | $700.0K | +$147.3K | 13.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3,586 | +3 | $1.4M | +$142.8K | 0.1% |
| 111 Capital | 947 | +296 | $368.4K | +$140.9K | 45.5% |
| WBI INVESTMENTS, LLC | 2,620 | +96 | $1.0M | +$137.2K | 3.8% |
| Impact Partnership Wealth, LLC | 1,141 | +262 | $443.9K | +$136.6K | 29.8% |
| 1900 WEALTH MANAGEMENT LLC | 1,467 | +222 | $570.8K | +$135.6K | 17.8% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 430 | +339 | $167.3K | +$135.5K | 372.5% |
| FIRST FOUNDATION ADVISORS | 3,195 | +18 | $1.2M | +$132.8K | 0.6% |
| DMC Group, LLC | 1,346 | +226 | $523.7K | +$132.2K | 20.2% |
| AE Wealth Management LLC | 2,103 | +120 | $818.3K | +$125.2K | 6.0% |
| Advisors Capital Management, LLC | 2,171 | +109 | $845.0K | +$124.3K | 5.3% |
| Cornerstone Wealth Group, LLC | 1,335 | +191 | $519.3K | +$119.4K | 16.7% |
| Coppell Advisory Solutions LLC | 2,310 | +13 | $909.3K | +$118.0K | 0.6% |
| Moss Adams Wealth Advisors LLC | 2,559 | +46 | $995.5K | +$117.0K | 1.8% |
| SBI Securities Co., Ltd. | 405 | +288 | $157.6K | +$116.7K | 246.2% |
| Pure Financial Advisors, LLC | 1,891 | +109 | $735.8K | +$113.1K | 6.1% |
| Whalen Wealth Management Inc. | 975 | +185 | $379.3K | +$103.2K | 23.4% |
| RITHOLTZ WEALTH MANAGEMENT | 985 | +180 | $383.1K | +$101.8K | 22.4% |
| Versant Capital Management, Inc | 497 | +227 | $193.4K | +$99.0K | 84.1% |
| North Star Investment Management Corp. | 2,408 | +10 | $936.9K | +$98.7K | 0.4% |
| First Command Advisory Services, Inc. | 556 | +213 | $216.3K | +$96.4K | 62.1% |
| Ballentine Partners, LLC | 1,914 | +54 | $744.7K | +$94.6K | 2.9% |
| Revolve Wealth Partners, LLC | 1,223 | +123 | $475.8K | +$91.3K | 11.2% |
| CreativeOne Wealth, LLC | 1,183 | +127 | $460.3K | +$91.2K | 12.0% |
| HOGE FINANCIAL SERVICES, LLC | 2,202 | +9 | $856.6K | +$89.8K | 0.4% |
| AdvisorShares Investments LLC | 440 | +204 | $171.2K | +$88.7K | 86.4% |
| Per Stirling Capital Management, LLC. | 868 | +153 | $337.8K | +$88.0K | 21.4% |
| Castle Rock Wealth Management, LLC | 1,020 | +4 | $436.2K | +$84.7K | 0.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,249 | +101 | $485.9K | +$84.6K | 8.8% |
| CARY STREET PARTNERS FINANCIAL LLC | 829 | +146 | $322.5K | +$83.8K | 21.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,360 | +81 | $528.7K | +$81.9K | 6.3% |
| QUADRANT CAPITAL GROUP LLC | 1,924 | +15 | $748.6K | +$81.3K | 0.8% |
| WATERSHED PRIVATE WEALTH LLC | 1,662 | +43 | $646.6K | +$80.7K | 2.6% |
| SUMITOMO LIFE INSURANCE CO | 1,851 | +20 | $720.2K | +$80.2K | 1.1% |
| GRIMES & COMPANY, INC. | 1,885 | +5 | $733.3K | +$76.2K | 0.3% |
| Simplicity Wealth,LLC | 1,125 | +87 | $437.7K | +$74.9K | 8.4% |
| Savvy Advisors, Inc. | 1,239 | +66 | $482.1K | +$72.1K | 5.6% |
| DiNuzzo Private Wealth, Inc. | 474 | +145 | $184.4K | +$71.4K | 44.1% |
| Focus Financial Network, Inc. | 1,790 | +1 | $696.3K | +$70.9K | 0.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 1,006 | +88 | $391.6K | +$70.6K | 9.6% |
| Fiduciary Alliance LLC | 1,332 | +45 | $518.2K | +$68.4K | 3.5% |
| B. Riley Wealth Advisors, Inc. | 1,489 | +27 | $579.4K | +$68.3K | 1.8% |
| Claro Advisors LLC | 1,678 | +3 | $653.0K | +$67.4K | 0.2% |
| Uniting Wealth Partners, LLC | 1,672 | +3 | $650.5K | +$67.2K | 0.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1,446 | +28 | $562.7K | +$66.8K | 2.0% |
| Westside Investment Management, Inc. | 1,605 | +5 | $625.4K | +$66.2K | 0.3% |
| JOURNEY STRATEGIC WEALTH LLC | 733 | +106 | $285.2K | +$66.0K | 16.9% |
| MGO ONE SEVEN LLC | 1,336 | +35 | $519.9K | +$65.1K | 2.7% |
| JOHNSON INVESTMENT COUNSEL INC | 1,412 | +27 | $549.3K | +$65.0K | 1.9% |
| Parkwoods Wealth Partners, LLC | 1,449 | +20 | $563.8K | +$64.4K | 1.4% |
| HFM Investment Advisors, LLC | 1,612 | +1 | $627.2K | +$64.1K | 0.1% |
| Drake & Associates, LLC | 2,155 | +8 | $838.3K | +$59.7K | 0.4% |
| REBALANCE, LLC | 1,122 | +41 | $436.5K | +$58.7K | 3.8% |
| Advisor OS, LLC | 900 | +66 | $350.0K | +$58.5K | 7.9% |
| Trueblood Wealth Management, LLC | 1,455 | +1 | $566.1K | +$57.9K | 0.1% |
| Robertson Stephens Wealth Management, LLC | 1,202 | +28 | $467.7K | +$57.3K | 2.4% |
| Frank, Rimerman Advisors LLC | 1,343 | +12 | $522.5K | +$57.3K | 0.9% |
| Values First Advisors, Inc. | 676 | +87 | $263.0K | +$57.2K | 14.8% |
| Garner Asset Management Corp | 1,123 | +33 | $436.9K | +$56.1K | 3.0% |
| Larson Financial Group LLC | 586 | +93 | $228.0K | +$55.7K | 18.9% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,399 | +1 | $544.1K | +$55.6K | 0.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | 1,039 | +39 | $404.3K | +$54.7K | 3.9% |
| Texas Capital Bank Wealth Management Services Inc | 1,224 | +15 | $476.2K | +$53.6K | 1.2% |
| Clark Capital Management Group, Inc. | 875 | +51 | $340.4K | +$52.4K | 6.2% |
| Soltis Investment Advisors LLC | 748 | +63 | $291.1K | +$51.6K | 9.2% |
| Safeguard Investment Advisory Group, LLC | 1,198 | +11 | $466.3K | +$51.3K | 0.9% |
| Sowell Financial Services LLC | 1,189 | +11 | $462.8K | +$51.0K | 0.9% |
| Krilogy Financial LLC | 627 | +37 | $263.6K | +$49.7K | 6.3% |
| Cumberland Partners Ltd | 796 | +51 | $309.7K | +$49.3K | 6.8% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 664 | +65 | $258.3K | +$49.0K | 10.8% |
| Brookstone Capital Management | 1,149 | +10 | $446.9K | +$48.9K | 0.9% |
| SAPIENT CAPITAL LLC | 755 | +33 | $297.2K | +$48.5K | 4.6% |
| Crescent Grove Advisors, LLC | 1,210 | +1 | $470.7K | +$47.9K | 0.1% |
| Financial Security Advisor, Inc. | 1,014 | +21 | $394.7K | +$47.6K | 2.1% |
| NorthRock Partners, LLC | 1,055 | +13 | $410.9K | +$46.6K | 1.2% |
| Forum Financial Management, LP | 1,047 | +15 | $407.4K | +$46.6K | 1.4% |
| Flagstone Financial Management | 681 | +50 | $265.0K | +$44.4K | 7.9% |
| VICUS CAPITAL | 1,079 | +3 | $420.0K | +$43.8K | 0.3% |
| Quarry LP | 207 | +100 | $80.5K | +$43.1K | 93.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 484 | +68 | $188.3K | +$42.9K | 16.3% |
| Optimize Financial Inc | 945 | +12 | $367.7K | +$41.6K | 1.3% |
| Turtle Creek Wealth Advisors, LLC | 693 | +40 | $269.6K | +$41.4K | 6.1% |
| Kooman & Associates | 1,016 | +2 | $395.3K | +$40.9K | 0.2% |
| Impact Capital Partners LLC | 923 | +11 | $359.1K | +$40.3K | 1.2% |
| Fragasso Financial Advisors Inc | 913 | +11 | $355.4K | +$40.1K | 1.2% |
| CATALYST FINANCIAL PARTNERS LLC | 656 | +38 | $255.2K | +$39.2K | 6.1% |
| Centric Wealth Management | 611 | +4 | $262.2K | +$38.6K | 0.7% |
| FineMark National Bank & Trust | 853 | +13 | $331.9K | +$38.3K | 1.5% |
| Smart Money Group LLC | 913 | +2 | $355.3K | +$37.0K | 0.2% |
| Foster Group, Inc. | 903 | +3 | $351.3K | +$36.8K | 0.3% |
| Hudock, Inc. | 915 | +1 | $356.2K | +$36.6K | 0.1% |
| Pallas Capital Advisors LLC | 737 | +18 | $286.7K | +$35.5K | 2.5% |
| Accredited Investors Inc. | 747 | +15 | $290.8K | +$35.0K | 2.0% |
| Sentinus, LLC | 702 | +20 | $273.2K | +$34.8K | 2.9% |
| CRAWFORD INVESTMENT COUNSEL INC | 648 | +21 | $252.1K | +$33.0K | 3.3% |
| Vantage Point Financial LLC | 674 | +18 | $262.3K | +$33.0K | 2.7% |
| JFS WEALTH ADVISORS, LLC | 688 | +16 | $267.7K | +$32.8K | 2.4% |
| SG Americas Securities, LLC | 91,808 | +82,727 | $35.7K | +$32.5K | 911.0% |
| VICTORY FINANCIAL GROUP, LLC | 643 | +13 | $250.2K | +$32.4K | 2.1% |
| MATHER GROUP, LLC. | 667 | +17 | $259.3K | +$32.1K | 2.6% |
| Maple Capital Management, Inc. | 753 | +3 | $293.0K | +$30.8K | 0.4% |
| Ruggaard & Associates LLC | 691 | +3 | $268.8K | +$28.4K | 0.4% |
| Cherry Creek Investment Advisors, Inc. | 697 | +2 | $271.1K | +$28.2K | 0.3% |
| Carr Financial Group Corp | 678 | +4 | $263.7K | +$28.0K | 0.6% |
| MILESTONE ASSET MANAGEMENT, LLC | 676 | +2 | $263.3K | +$27.6K | 0.3% |
| Wealth Watch Advisors, INC | 550 | +12 | $214.0K | +$25.9K | 2.2% |
| Stokes Family Office, LLC | 624 | +3 | $242.8K | +$25.7K | 0.5% |
| Howard Capital Management Inc. | 611 | +3 | $237.7K | +$25.2K | 0.5% |
| AdvisorNet Financial, Inc | 513 | +10 | $199.6K | +$23.8K | 2.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 452 | +12 | $175.9K | +$22.1K | 2.7% |
| ACADIAN ASSET MANAGEMENT LLC | 215,090 | +36,004 | $83.7K | +$21.1K | 20.1% |
| Dynamic Wealth Strategies, LLC | 103 | +46 | $40.1K | +$20.2K | 80.7% |
| CYBER HORNET ETFs LLC | 331 | +20 | $128.8K | +$20.1K | 6.4% |
| Fortitude Family Office, LLC | 88 | +46 | $34.2K | +$19.6K | 109.5% |
| Bell Investment Advisors, Inc | 296 | +21 | $115.2K | +$19.0K | 7.6% |
| ROTHSCHILD INVESTMENT LLC | 402 | +8 | $156.3K | +$18.5K | 2.0% |
| Handelsbanken Fonder AB | 169,457 | +33,413 | $65.9K | +$18.4K | 24.6% |
| Manchester Capital Management LLC | 79 | +39 | $30.7K | +$16.8K | 97.5% |
| AMERIFLEX GROUP, INC. | 130 | +30 | $50.6K | +$15.6K | 30.0% |
| Root Financial Partners, LLC | 199 | +16 | $77.4K | +$13.5K | 8.7% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 196 | +14 | $76.3K | +$12.6K | 7.7% |
| CVA Family Office, LLC | 260 | +5 | $101.2K | +$12.0K | 2.0% |
| Bank of Jackson Hole Trust | 183 | +12 | $71.2K | +$11.4K | 7.0% |
| Independence Bank of Kentucky | 236 | +6 | $91.8K | +$11.4K | 2.6% |
| Rakuten Securities, Inc. | 45 | +27 | $17.5K | +$11.2K | 150.0% |
| Rossby Financial, LCC | 36 | +26 | $14.0K | +$10.5K | 260.0% |
| Marquette Asset Management, LLC | 38 | +21 | $14.8K | +$8.8K | 123.5% |
| SJS Investment Consulting Inc. | 24 | +18 | $9.3K | +$7.2K | 300.0% |
| Sound Income Strategies, LLC | 34 | +10 | $14.1K | +$5.9K | 41.7% |
| ELEVATION WEALTH PARTNERS, LLC | 20 | +14 | $7.8K | +$5.7K | 233.3% |
| Activest Wealth Management | 11 | +8 | $4.3K | +$3.2K | 266.7% |
| Bogart Wealth, LLC | 39 | +3 | $15.2K | +$2.6K | 8.3% |
| Daiwa Securities Group Inc. | 46,607 | +1,208 | $18.1K | +$2.3K | 2.7% |
| Financial Management Professionals, Inc. | 47 | +1 | $18.3K | +$2.2K | 2.2% |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | +4 | $7.8K | +$2.2K | 25.0% |
| VAN ECK ASSOCIATES CORP | 27,503 | +2,951 | $10.7K | +$2.1K | 12.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 48,375 | +237 | $18.8K | +$2.0K | 0.5% |
| Mn Services Vermogensbeheer B.V. | 43,367 | +565 | $16.9K | +$1.9K | 1.3% |
| Bay Harbor Wealth Management, LLC | 12 | +4 | $4.7K | +$1.9K | 50.0% |
| CHILTON CAPITAL MANAGEMENT LLC | 22 | +2 | $8.6K | +$1.6K | 10.0% |
| True Wealth Design, LLC | 13 | +3 | $5.1K | +$1.6K | 30.0% |
| Bare Financial Services, Inc | 21 | +1 | $8.2K | +$1.2K | 5.0% |
| Triumph Capital Management | 17 | +1 | $6.8K | +$1.1K | 6.3% |
| Dogwood Wealth Management LLC | 17 | +1 | $6.6K | +$1.0K | 6.3% |
| Cambridge Investment Research Advisors, Inc. | 13,506 | +1,340 | $5.3K | +$1.0K | 11.0% |
| Abound Wealth Management | 15 | +1 | $5.8K | +$961 | 7.1% |
| IMG Wealth Management, Inc. | 6 | +2 | $2.3K | +$936 | 50.0% |
| Dunhill Financial, LLC | 11 | +1 | $4.3K | +$786 | 10.0% |
| Rialto Wealth Management, LLC | 8 | +1 | $3.1K | +$666 | 14.3% |
| Covestor Ltd | 1,582 | +1,399 | $615 | +$551 | 764.5% |
| CWM, LLC | 4,176 | +1,103 | $1.6K | +$551 | 35.9% |
| American Capital Advisory, LLC | 3 | +1 | $1.2K | +$468 | 50.0% |
| Employees Retirement System of Texas | 1,197 | +808 | $466 | +$330 | 207.7% |
| WEDBUSH SECURITIES INC | 3,150 | +432 | $1.2K | +$276 | 15.9% |
| PARK AVENUE SECURITIES LLC | 5,462 | +44 | $2.1K | +$231 | 0.8% |
| DILLON & ASSOCIATES INC | 1,187 | +203 | $462 | +$118 | 20.6% |
| VALLEY NATIONAL ADVISERS INC | 399 | +106 | $155 | +$53 | 36.2% |
| CX Institutional | 830 | +30 | $323 | +$43 | 3.8% |
| HANTZ FINANCIAL SERVICES, INC. | 139 | +83 | $54 | +$34 | 148.2% |
| GW&K Investment Management, LLC | 50 | +1 | $19 | +$2 | 2.0% |
| Avion Wealth | 20 | +1 | $7 | +$1 | 5.3% |