13F QoQ Ownership Changes
ROST Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 247 new · 464 added · 488 reduced · 93 exited
New Positions(247)
Added To(464)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 38,689,669 | +38,488 | $6.97B | +$1.08B | 0.1% |
| STATE STREET CORP | 13,911,953 | +99,975 | $2.51B | +$401.3M | 0.7% |
| CITADEL ADVISORS LLC | 3,374,081 | +1,387,032 | $607.8M | +$305.0M | 69.8% |
| BANK OF AMERICA CORP /DE/ | 9,781,313 | +18,730 | $1.76B | +$274.3M | 0.2% |
| VIKING GLOBAL INVESTORS LP | 3,167,479 | +1,143,611 | $570.6M | +$262.2M | 56.5% |
| NORGES BANK | 4,820,473 | +761,497 | $868.4M | +$257.4M | 18.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,761,924 | +20,439 | $1.57B | +$245.6M | 0.2% |
| BANK OF MONTREAL /CAN/ | 1,451,569 | +1,134,186 | $261.5M | +$213.1M | 357.4% |
| GOLDMAN SACHS GROUP INC | 3,735,138 | +544,602 | $672.8M | +$186.6M | 17.1% |
| MORGAN STANLEY | 5,436,788 | +79,519 | $979.4M | +$163.0M | 1.5% |
| Qube Research & Technologies Ltd | 1,667,698 | +709,352 | $300.4M | +$154.4M | 74.0% |
| National Pension Service | 1,300,056 | +754,816 | $234.2M | +$151.1M | 138.4% |
| Invesco Ltd. | 4,726,610 | +70,678 | $851.5M | +$141.9M | 1.5% |
| AQR CAPITAL MANAGEMENT LLC | 1,555,996 | +619,002 | $280.3M | +$137.5M | 66.1% |
| VICTORY CAPITAL MANAGEMENT INC | 3,028,237 | +538,707 | $545.5M | +$122.4M | 21.6% |
| TWO SIGMA INVESTMENTS, LP | 638,223 | +634,223 | $115.0M | +$114.4M | 15855.6% |
| Alyeska Investment Group, L.P. | 963,773 | +561,806 | $173.6M | +$112.4M | 139.8% |
| 1832 Asset Management L.P. | 580,473 | +517,799 | $104.6M | +$95.0M | 826.2% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 1,015,790 | +522,546 | $165.9M | +$90.7M | 105.9% |
| AMERIPRISE FINANCIAL INC | 685,935 | +460,777 | $123.6M | +$89.3M | 204.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,059,367 | +378,664 | $190.8M | +$87.1M | 55.6% |
| BNP PARIBAS FINANCIAL MARKETS | 1,059,437 | +359,936 | $198.0M | +$86.5M | 51.5% |
| TORONTO DOMINION BANK | 630,808 | +418,084 | $113.6M | +$81.2M | 196.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,814,445 | +121,867 | $326.9M | +$68.9M | 7.2% |
| Assenagon Asset Management S.A. | 753,297 | +302,924 | $135.7M | +$67.1M | 67.3% |
| Balyasny Asset Management L.P. | 1,597,844 | +125,015 | $287.8M | +$63.4M | 8.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,022,775 | +15,403 | $364.4M | +$58.5M | 0.8% |
| Nuveen, LLC | 1,775,879 | +40,705 | $319.9M | +$55.5M | 2.3% |
| ALLIANCEBERNSTEIN L.P. | 852,651 | +187,686 | $153.6M | +$52.3M | 28.2% |
| CI INVESTMENTS INC. | 288,143 | +281,207 | $51.9M | +$51.9M | 4054.3% |
| BARCLAYS PLC | 1,921,133 | +635,542 | $245.1M | +$49.2M | 49.4% |
| Point72 Asset Management, L.P. | 1,113,165 | +105,526 | $200.5M | +$47.0M | 10.5% |
| First Eagle Investment Management, LLC | 1,464,567 | +34,191 | $263.8M | +$45.9M | 2.4% |
| PANAGORA ASSET MANAGEMENT INC | 269,392 | +231,458 | $48.5M | +$42.7M | 610.1% |
| ProShare Advisors LLC | 564,517 | +155,245 | $101.7M | +$39.3M | 37.9% |
| Trexquant Investment LP | 292,647 | +183,813 | $52.7M | +$36.1M | 168.9% |
| Jefferies Financial Group Inc. | 211,676 | +186,619 | $38.1M | +$34.3M | 744.8% |
| PEAK6 LLC | 202,100 | +187,295 | $36.4M | +$34.2M | 1265.1% |
| Allianz Asset Management GmbH | 744,670 | +85,546 | $134.1M | +$33.7M | 13.0% |
| AMERICAN CENTURY COMPANIES INC | 795,763 | +72,924 | $143.3M | +$33.2M | 10.1% |
| NEUBERGER BERMAN GROUP LLC | 236,489 | +174,657 | $42.6M | +$33.2M | 282.5% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 312,453 | +147,843 | $56.3M | +$31.2M | 89.8% |
| PRUDENTIAL FINANCIAL INC | 338,938 | +141,889 | $61.1M | +$31.0M | 72.0% |
| Walleye Trading LLC | 310,300 | +139,668 | $55.9M | +$29.9M | 81.8% |
| CITIGROUP INC | 539,040 | +96,595 | $97.1M | +$29.7M | 21.8% |
| Freestone Grove Partners LP | 285,078 | +127,194 | $51.4M | +$27.3M | 80.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 734,189 | +31,375 | $134.2M | +$27.1M | 4.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 312,974 | +108,860 | $56.4M | +$25.3M | 53.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 159,997 | +126,480 | $28.8M | +$23.7M | 377.4% |
| Squarepoint Ops LLC | 183,780 | +115,156 | $33.1M | +$22.6M | 167.8% |
| Canoe Financial LP | 792,576 | +2,199 | $142.8M | +$22.3M | 0.3% |
| Caisse de depot et placement du Quebec | 232,670 | +99,832 | $41.9M | +$21.7M | 75.2% |
| California Public Employees Retirement System | 597,905 | +27,279 | $107.7M | +$20.7M | 4.8% |
| MACKENZIE FINANCIAL CORP | 179,818 | +96,402 | $32.6M | +$19.9M | 115.6% |
| SEI INVESTMENTS CO | 242,834 | +73,729 | $43.7M | +$18.0M | 43.6% |
| NATIONAL BANK OF CANADA /FI/ | 380,214 | +42,311 | $68.5M | +$17.0M | 12.5% |
| Robeco Institutional Asset Management B.V. | 108,944 | +85,980 | $19.6M | +$16.1M | 374.4% |
| Shellback Capital, LP | 269,700 | +56,000 | $48.6M | +$16.0M | 26.2% |
| Russell Investments Group, Ltd. | 226,816 | +48,039 | $40.9M | +$13.7M | 26.9% |
| BANK OF NOVA SCOTIA | 397,037 | +17,380 | $71.5M | +$13.7M | 4.6% |
| Jain Global LLC | 231,534 | +44,116 | $41.7M | +$13.1M | 23.5% |
| CRAWFORD INVESTMENT COUNSEL INC | 455,451 | +2,623 | $82.0M | +$13.0M | 0.6% |
| Illinois Municipal Retirement Fund | 165,488 | +53,941 | $29.8M | +$12.8M | 48.4% |
| Twin Tree Management, LP | 172,800 | +45,900 | $31.1M | +$11.8M | 36.2% |
| Glenview Trust co | 69,996 | +63,118 | $12.6M | +$11.6M | 917.7% |
| NEOS Investment Management LLC | 186,716 | +41,806 | $33.6M | +$11.6M | 28.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 151,286 | +47,715 | $27.3M | +$11.5M | 46.1% |
| Vest Financial, LLC | 325,291 | +12,618 | $58.6M | +$10.9M | 4.0% |
| ZACKS INVESTMENT MANAGEMENT | 61,860 | +60,518 | $11.1M | +$10.9M | 4509.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 284,605 | +13,172 | $51.3M | +$10.0M | 4.8% |
| ING GROEP NV | 158,565 | +36,060 | $28.6M | +$9.9M | 29.4% |
| CIBC Asset Management Inc | 136,426 | +33,995 | $24.6M | +$9.0M | 33.2% |
| Gotham Asset Management, LLC | 103,562 | +39,788 | $18.7M | +$8.9M | 62.4% |
| Mariner, LLC | 109,546 | +38,562 | $19.7M | +$8.9M | 54.3% |
| AVIVA PLC | 245,119 | +13,494 | $44.2M | +$8.9M | 5.8% |
| LAZARD ASSET MANAGEMENT LLC | 54,040 | +47,623 | $9.7M | +$8.8M | 742.1% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 48,620 | +1,600 | $8.8M | +$8.8M | 3.4% |
| IEQ CAPITAL, LLC | 85,653 | +40,907 | $15.4M | +$8.6M | 91.4% |
| Voleon Capital Management LP | 83,296 | +40,587 | $15.0M | +$8.5M | 95.0% |
| State of Tennessee, Department of Treasury | 108,262 | +29,993 | $20.4M | +$8.5M | 38.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 277,878 | +2,921 | $50.2M | +$8.3M | 1.1% |
| MEEDER ASSET MANAGEMENT INC | 49,836 | +45,103 | $9.0M | +$8.3M | 952.9% |
| Mirae Asset Global Investments Co., Ltd. | 156,117 | +25,507 | $28.1M | +$8.2M | 19.5% |
| Quantinno Capital Management LP | 87,229 | +35,852 | $15.7M | +$7.9M | 69.8% |
| MAI Capital Management | 49,245 | +42,192 | $8.9M | +$7.8M | 598.2% |
| Cerity Partners LLC | 164,276 | +20,103 | $29.6M | +$7.6M | 13.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 211,059 | +8,759 | $38.0M | +$7.2M | 4.3% |
| SIMPLEX TRADING, LLC | 37,382 | +16,525 | $6.7M | +$6.7M | 79.2% |
| DANSKE BANK A/S | 151,470 | +12,868 | $27.3M | +$6.2M | 9.3% |
| OSAIC HOLDINGS, INC. | 57,412 | +29,408 | $10.3M | +$6.2M | 105.0% |
| Creative Planning | 128,087 | +16,553 | $23.1M | +$6.1M | 14.8% |
| Hudson Bay Capital Management LP | 34,755 | +33,001 | $6.3M | +$6.0M | 1881.5% |
| CAPITAL FUND MANAGEMENT S.A. | 73,100 | +23,400 | $13.2M | +$5.6M | 47.1% |
| NISA INVESTMENT ADVISORS, LLC | 97,586 | +16,326 | $17.6M | +$5.2M | 20.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 174,320 | +2,240 | $31.4M | +$5.2M | 1.3% |
| Pictet Asset Management Holding SA | 146,940 | +6,040 | $26.5M | +$5.0M | 4.3% |
| Mitsubishi UFJ Trust & Banking Corp | 146,629 | +5,245 | $26.4M | +$4.9M | 3.7% |
| Advisors Capital Management, LLC | 171,174 | +667 | $30.8M | +$4.9M | 0.4% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 158,519 | +2,713 | $28.6M | +$4.8M | 1.7% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 163,776 | +1,543 | $29.5M | +$4.8M | 0.9% |
| Stephens Investment Management Group LLC | 158,065 | +1,724 | $28.5M | +$4.6M | 1.1% |
| Asset Management One Co., Ltd. | 141,387 | +716 | $25.6M | +$4.1M | 0.5% |
| FLOSSBACH VON STORCH SE | 120,637 | +4,595 | $21.7M | +$4.0M | 4.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25,731 | +21,474 | $4.6M | +$4.0M | 504.4% |
| Vestmark Advisory Solutions, Inc. | 24,357 | +21,243 | $4.4M | +$3.9M | 682.2% |
| STIFEL FINANCIAL CORP | 130,195 | +1,703 | $23.5M | +$3.9M | 1.3% |
| VALLEY WEALTH MANAGERS, INC. | 133,434 | +782 | $24.0M | +$3.8M | 0.6% |
| Tidal Investments LLC | 44,761 | +16,665 | $8.1M | +$3.8M | 59.3% |
| Sterling Capital Management LLC | 33,367 | +17,208 | $6.0M | +$3.5M | 106.5% |
| FIRST AMERICAN TRUST, FSB | 53,425 | +13,540 | $9.6M | +$3.5M | 33.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 90,434 | +388 | $17.0M | +$3.4M | 0.4% |
| Woodline Partners LP | 55,489 | +12,262 | $10.0M | +$3.4M | 28.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 57,271 | +11,894 | $10.3M | +$3.4M | 26.2% |
| KLP KAPITALFORVALTNING AS | 118,644 | +400 | $21.4M | +$3.4M | 0.3% |
| Rockefeller Capital Management L.P. | 46,920 | +13,275 | $8.5M | +$3.3M | 39.5% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 42,145 | +13,867 | $7.6M | +$3.3M | 49.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 57,615 | +10,606 | $10.4M | +$3.2M | 22.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 88,010 | +3,712 | $15.9M | +$3.0M | 4.4% |
| FIL Ltd | 19,108 | +15,850 | $3.4M | +$2.9M | 486.5% |
| Pathstone Holdings, LLC | 84,361 | +3,480 | $15.2M | +$2.9M | 4.3% |
| D.A. DAVIDSON & CO. | 69,275 | +5,745 | $12.5M | +$2.8M | 9.0% |
| Czech National Bank | 85,758 | +2,688 | $15.4M | +$2.8M | 3.2% |
| Focus Partners Wealth | 34,043 | +11,910 | $6.1M | +$2.8M | 53.8% |
| Callan Family Office, LLC | 59,120 | +6,978 | $10.6M | +$2.7M | 13.4% |
| Bridgefront Capital, LLC | 19,360 | +14,176 | $3.5M | +$2.7M | 273.4% |
| GF FUND MANAGEMENT CO. LTD. | 70,245 | +4,754 | $12.7M | +$2.7M | 7.3% |
| JONES FINANCIAL COMPANIES LLLP | 77,808 | +2,949 | $14.0M | +$2.7M | 3.9% |
| Willis Investment Counsel | 72,482 | +3,663 | $13.1M | +$2.6M | 5.3% |
| ALLSTATE CORP | 24,104 | +12,416 | $4.3M | +$2.6M | 106.2% |
| AlphaQuest LLC | 22,465 | +12,549 | $4.0M | +$2.5M | 126.5% |
| Investment Management Corp of Ontario | 26,862 | +11,475 | $4.8M | +$2.5M | 74.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 51,280 | +6,959 | $9.2M | +$2.5M | 15.7% |
| Horizon Investments, LLC | 22,886 | +12,034 | $4.1M | +$2.5M | 110.9% |
| US BANCORP \DE\ | 80,708 | +1,480 | $14.5M | +$2.5M | 1.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 23,930 | +11,655 | $4.3M | +$2.4M | 94.9% |
| Federation des caisses Desjardins du Quebec | 42,972 | +7,743 | $7.7M | +$2.4M | 22.0% |
| MML INVESTORS SERVICES, LLC | 40,996 | +7,808 | $7.4M | +$2.3M | 23.5% |
| Sciencast Management LP | 32,383 | +8,815 | $5.8M | +$2.2M | 37.4% |
| Vanguard Personalized Indexing Management, LLC | 49,041 | +5,410 | $8.8M | +$2.2M | 12.4% |
| JENNISON ASSOCIATES LLC | 13,469 | +11,650 | $2.4M | +$2.1M | 640.5% |
| CAPTRUST FINANCIAL ADVISORS | 67,602 | +1,792 | $12.2M | +$2.1M | 2.7% |
| Diversified Trust Co | 13,763 | +11,567 | $2.5M | +$2.1M | 526.7% |
| Kerusso Capital Management LLC | 34,750 | +7,140 | $6.3M | +$2.1M | 25.9% |
| XPONANCE, INC. | 56,400 | +2,730 | $10.2M | +$2.0M | 5.1% |
| Wealthfront Advisers LLC | 39,703 | +5,597 | $7.2M | +$2.0M | 16.4% |
| NATIXIS | 37,036 | +6,025 | $6.7M | +$1.9M | 19.4% |
| S-Bank Fund Management Ltd | 36,085 | +6,000 | $6.5M | +$1.9M | 19.9% |
| Qsemble Capital Management, LP | 23,838 | +7,753 | $4.3M | +$1.8M | 48.2% |
| USS Investment Management Ltd | 63,662 | +214 | $11.5M | +$1.8M | 0.3% |
| Global Retirement Partners, LLC | 10,906 | +9,665 | $2.0M | +$1.8M | 778.8% |
| QRG CAPITAL MANAGEMENT, INC. | 53,711 | +1,785 | $9.7M | +$1.8M | 3.4% |
| Swedbank AB | 56,331 | +837 | $10.1M | +$1.7M | 1.5% |
| Brevan Howard Capital Management LP | 17,316 | +7,890 | $3.1M | +$1.7M | 83.7% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 40,435 | +3,612 | $7.3M | +$1.7M | 9.8% |
| Vontobel Holding Ltd. | 42,145 | +3,232 | $7.6M | +$1.7M | 8.3% |
| Tower Research Capital LLC (TRC) | 25,697 | +6,217 | $4.6M | +$1.7M | 31.9% |
| Cetera Investment Advisers | 45,451 | +2,608 | $8.2M | +$1.7M | 6.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 47,790 | +1,526 | $8.6M | +$1.6M | 3.3% |
| Evergreen Private Wealth LLC | 40,212 | +3,433 | $7.2M | +$1.6M | 9.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 10,969 | +8,666 | $2.0M | +$1.6M | 376.3% |
| Northwest & Ethical Investments L.P. | 32,770 | +3,950 | $5.9M | +$1.5M | 13.7% |
| SCOTIA CAPITAL INC. | 14,065 | +7,360 | $2.5M | +$1.5M | 109.8% |
| Pacer Advisors, Inc. | 49,665 | +780 | $8.9M | +$1.5M | 1.6% |
| ASR Vermogensbeheer N.V. | 27,883 | +4,714 | $5.0M | +$1.5M | 20.3% |
| Sequoia Financial Advisors, LLC | 16,058 | +6,781 | $2.9M | +$1.5M | 73.1% |
| JANUS HENDERSON GROUP PLC | 39,676 | +2,334 | $7.1M | +$1.5M | 6.3% |
| Parallax Volatility Advisers, L.P. | 16,162 | +6,624 | $2.9M | +$1.5M | 69.4% |
| NewEdge Wealth, LLC | 14,745 | +7,353 | $2.7M | +$1.5M | 99.5% |
| MUFG Securities EMEA plc | 13,333 | +7,073 | $2.4M | +$1.4M | 113.0% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 12,467 | +6,985 | $2.2M | +$1.4M | 127.4% |
| Ethic Inc. | 23,772 | +4,847 | $4.3M | +$1.4M | 25.6% |
| Corient Private Wealth LLC | 72,620 | +19,669 | $9.4M | +$1.4M | 37.1% |
| Norinchukin Bank, The | 31,172 | +2,955 | $5.6M | +$1.3M | 10.5% |
| Candriam S.C.A. | 21,864 | +4,638 | $3.9M | +$1.3M | 26.9% |
| Empowered Funds, LLC | 26,058 | +3,593 | $4.7M | +$1.3M | 16.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 42,969 | +485 | $7.7M | +$1.3M | 1.1% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 44,645 | +177 | $8.0M | +$1.3M | 0.4% |
| NewEdge Advisors, LLC | 15,151 | +5,116 | $2.7M | +$1.2M | 51.0% |
| SHELTON CAPITAL MANAGEMENT | 38,910 | +758 | $7.0M | +$1.2M | 2.0% |
| Machina Capital S.A.S. | 16,158 | +4,644 | $2.9M | +$1.2M | 40.3% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 39,953 | +112 | $7.2M | +$1.1M | 0.3% |
| PROFUND ADVISORS LLC | 30,421 | +1,692 | $5.5M | +$1.1M | 5.9% |
| NovaPoint Capital, LLC | 32,663 | +1,202 | $5.9M | +$1.1M | 3.8% |
| Canada Post Corp Registered Pension Plan | 24,656 | +2,563 | $4.4M | +$1.1M | 11.6% |
| EVOKE WEALTH, LLC | 13,596 | +4,652 | $2.4M | +$1.1M | 52.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,343 | +4,280 | $2.8M | +$1.1M | 38.7% |
| Merit Financial Group, LLC | 16,946 | +3,560 | $3.1M | +$1.0M | 26.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9,186 | +4,955 | $1.7M | +$1.0M | 117.1% |
| Apollon Wealth Management, LLC | 25,159 | +1,773 | $4.5M | +$968.4K | 7.6% |
| Arkadios Wealth Advisors | 24,305 | +1,910 | $4.4M | +$965.5K | 8.5% |
| Avanza Fonder AB | 33,274 | +268 | $6.0M | +$964.2K | 0.8% |
| Portfolio Design Labs, LLC | 12,852 | +3,920 | $2.3M | +$954.0K | 43.9% |
| Diversify Advisory Services, LLC | 28,599 | +77 | $5.5M | +$903.7K | 0.3% |
| BROWN BROTHERS HARRIMAN & CO | 6,974 | +4,500 | $1.3M | +$879.3K | 181.9% |
| Clean Yield Group | 28,567 | +115 | $5.1M | +$810.3K | 0.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 9,575 | +3,420 | $1.7M | +$786.9K | 55.6% |
| Ascent Group, LLC | 11,785 | +2,997 | $2.1M | +$783.8K | 34.1% |
| IFG Advisory, LLC | 17,867 | +1,850 | $3.2M | +$777.7K | 11.6% |
| DRW Securities, LLC | 6,494 | +3,922 | $1.2M | +$777.5K | 152.5% |
| MGO ONE SEVEN LLC | 23,628 | +769 | $4.3M | +$772.9K | 3.4% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 13,511 | +462 | $2.4M | +$769.1K | 3.5% |
| Night Squared LP | 22,166 | +724 | $4.0M | +$725.4K | 3.4% |
| Shay Capital LLC | 5,326 | +3,726 | $959.4K | +$715.6K | 232.9% |
| Atria Investments, Inc | 13,009 | +2,179 | $2.3M | +$693.0K | 20.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5,571 | +3,441 | $1.0M | +$679.0K | 161.5% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 24,169 | +32 | $4.4M | +$675.5K | 0.1% |
| Dynamic Technology Lab Private Ltd | 17,603 | +1,128 | $3.2M | +$660.0K | 6.8% |
| AZZAD ASSET MANAGEMENT INC /ADV | 22,993 | +57 | $4.1M | +$646.7K | 0.2% |
| NORDEN GROUP LLC | 7,035 | +2,798 | $1.3M | +$621.6K | 66.0% |
| Joel Isaacson & Co., LLC | 16,042 | +1,096 | $2.9M | +$612.2K | 7.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 4,664 | +3,154 | $840.2K | +$610.1K | 208.9% |
| BLAIR WILLIAM & CO/IL | 20,322 | +208 | $3.7M | +$595.5K | 1.0% |
| HighTower Advisors, LLC | 20,173 | +156 | $3.6M | +$582.1K | 0.8% |
| Parcion Private Wealth LLC | 16,747 | +770 | $3.0M | +$582.1K | 4.8% |
| Schonfeld Strategic Advisors LLC | 7,433 | +2,233 | $1.3M | +$546.6K | 42.9% |
| CHILDRESS CAPITAL ADVISORS, LLC | 4,405 | +2,758 | $793.5K | +$542.5K | 167.4% |
| Ameritas Investment Partners, Inc. | 14,669 | +780 | $2.6M | +$525.9K | 5.6% |
| Vise Technologies, Inc. | 9,692 | +1,677 | $1.7M | +$524.4K | 20.9% |
| Eukles Asset Management | 18,228 | +90 | $3.3M | +$519.5K | 0.5% |
| Focus Partners Advisor Solutions, LLC | 8,361 | +1,934 | $1.5M | +$507.3K | 30.1% |
| Legacy Wealth Asset Management, LLC | 6,989 | +2,042 | $1.3M | +$505.1K | 41.3% |
| Bank Julius Baer & Co. Ltd, Zurich | 3,016 | +2,644 | $543.3K | +$486.7K | 710.8% |
| E Fund Management (Hong Kong) Co., Ltd. | 2,735 | +2,496 | $520.0K | +$483.5K | 1044.3% |
| Orion Porfolio Solutions, LLC | 14,633 | +471 | $2.6M | +$477.8K | 3.3% |
| GAMMA Investing LLC | 8,540 | +1,520 | $1.5M | +$468.6K | 21.6% |
| HB Wealth Management, LLC | 11,859 | +907 | $2.1M | +$467.4K | 8.3% |
| Meeder Advisory Services, Inc. | 10,083 | +1,186 | $1.8M | +$460.5K | 13.3% |
| Generali Asset Management SPA SGR | 15,699 | +161 | $2.8M | +$460.2K | 1.0% |
| Allspring Global Investments Holdings, LLC | 14,788 | +143 | $2.7M | +$458.7K | 1.0% |
| Crossmark Global Holdings, Inc. | 13,214 | +572 | $2.4M | +$453.9K | 4.5% |
| Waterloo Capital, L.P. | 5,712 | +1,932 | $1.0M | +$453.0K | 51.1% |
| Clearstead Advisors, LLC | 7,930 | +1,515 | $1.4M | +$450.9K | 23.6% |
| Keeler Thomas Management LLC | 15,047 | +72 | $2.7M | +$428.5K | 0.5% |
| CHOREO, LLC | 8,656 | +1,117 | $1.6M | +$425.0K | 14.8% |
| Somerset Trust Co | 14,788 | +55 | $2.7M | +$418.7K | 0.4% |
| Private Advisor Group, LLC | 11,672 | +611 | $2.1M | +$417.0K | 5.5% |
| 111 Capital | 8,211 | +1,235 | $1.5M | +$416.1K | 17.7% |
| Kestra Advisory Services, LLC | 8,967 | +1,094 | $1.6M | +$415.7K | 13.9% |
| Robertson Stephens Wealth Management, LLC | 14,817 | +21 | $2.7M | +$414.4K | 0.1% |
| Main Street Financial Solutions, LLC | 13,130 | +126 | $2.4M | +$383.6K | 1.0% |
| BRADLEY FOSTER & SARGENT INC/CT | 13,746 | +5 | $2.5M | +$382.2K | 0.0% |
| CreativeOne Wealth, LLC | 3,697 | +1,785 | $666.0K | +$374.7K | 93.3% |
| Wealthspire Advisors, LLC | 2,751 | +1,915 | $495.5K | +$368.2K | 229.1% |
| SATURNA CAPITAL CORP | 8,434 | +765 | $1.5M | +$350.6K | 10.0% |
| CoreCap Advisors, LLC | 2,253 | +1,887 | $405.9K | +$350.1K | 515.6% |
| Steward Partners Investment Advisory, LLC | 7,289 | +901 | $1.3M | +$339.5K | 14.1% |
| Mission Creek Capital Partners, Inc. | 10,976 | +228 | $2.0M | +$339.3K | 2.1% |
| China Universal Asset Management Co., Ltd. | 9,203 | +569 | $1.7M | +$339.0K | 6.6% |
| Wedmont Private Capital | 6,511 | +639 | $1.2M | +$334.7K | 10.9% |
| Pallas Capital Advisors LLC | 6,459 | +987 | $1.2M | +$329.6K | 18.0% |
| Curi Capital, LLC | 3,147 | +1,513 | $566.9K | +$317.9K | 92.6% |
| PRINCIPAL SECURITIES, INC. | 10,104 | +179 | $1.8M | +$307.5K | 1.8% |
| Central Pacific Bank - Trust Division | 10,671 | +52 | $1.9M | +$304.0K | 0.5% |
| SIGNATUREFD, LLC | 7,195 | +680 | $1.3M | +$303.4K | 10.4% |
| Peachtree Investment Partners, LLC | 7,118 | +594 | $1.3M | +$287.9K | 9.1% |
| Howard Capital Management Inc. | 9,171 | +206 | $1.7M | +$285.9K | 2.3% |
| Everhart Financial Group, Inc. | 4,863 | +971 | $876.0K | +$282.9K | 24.9% |
| Miracle Mile Advisors, LLC | 9,832 | +63 | $1.8M | +$282.4K | 0.6% |
| Portside Wealth Group, LLC | 3,448 | +1,219 | $621.1K | +$281.4K | 54.7% |
| Cullen/Frost Bankers, Inc. | 8,252 | +239 | $1.5M | +$265.3K | 3.0% |
| Farther Finance Advisors, LLC | 3,337 | +1,113 | $601.2K | +$262.3K | 50.0% |
| ROTHSCHILD INVESTMENT LLC | 2,966 | +1,150 | $534.3K | +$257.5K | 63.3% |
| TIAA TRUST, NATIONAL ASSOCIATION | 7,940 | +223 | $1.4M | +$254.3K | 2.9% |
| TRUST CO OF VERMONT | 1,976 | +1,307 | $356.0K | +$254.0K | 195.4% |
| Envestnet Portfolio Solutions, Inc. | 6,057 | +551 | $1.1M | +$252.1K | 10.0% |
| Ballentine Partners, LLC | 7,739 | +235 | $1.4M | +$250.6K | 3.1% |
| FIRST HORIZON CORP | 3,096 | +1,059 | $557.7K | +$247.3K | 52.0% |
| CITIZENS FINANCIAL GROUP INC/RI | 4,651 | +756 | $837.8K | +$244.3K | 19.4% |
| Resonant Capital Advisors, LLC | 6,205 | +471 | $1.1M | +$244.0K | 8.2% |
| Manchester Capital Management LLC | 2,233 | +1,179 | $402.3K | +$241.6K | 111.8% |
| QUADRANT CAPITAL GROUP LLC | 7,784 | +167 | $1.4M | +$241.5K | 2.2% |
| Advisory Services Network, LLC | 6,331 | +399 | $1.1M | +$236.4K | 6.7% |
| Pinnacle Wealth Management Advisory Group, LLC | 3,283 | +914 | $591.4K | +$230.4K | 38.6% |
| PINNACLE ASSOCIATES LTD | 3,329 | +897 | $599.6K | +$229.1K | 36.9% |
| Parallel Advisors, LLC | 6,327 | +214 | $1.1M | +$208.1K | 3.5% |
| Caerus Investment Advisors, LLC | 3,793 | +671 | $683.3K | +$207.5K | 21.5% |
| Smartleaf Asset Management LLC | 3,545 | +663 | $643.3K | +$205.6K | 23.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6,610 | +130 | $1.2M | +$203.2K | 2.0% |
| Transamerica Financial Advisors, LLC | 1,246 | +1,098 | $224.4K | +$201.9K | 741.9% |
| Compass Ion Advisors, LLC | 7,124 | +5 | $1.3M | +$198.5K | 0.1% |
| Aptus Capital Advisors, LLC | 3,959 | +581 | $713.2K | +$198.4K | 17.2% |
| Ellevest, Inc. | 2,675 | +812 | $481.9K | +$198.0K | 43.6% |
| Chicago Partners Investment Group LLC | 3,349 | +625 | $631.4K | +$193.7K | 22.9% |
| Waverly Advisors, LLC | 4,371 | +455 | $787.4K | +$190.6K | 11.6% |
| GREENLEAF TRUST | 5,763 | +195 | $1.0M | +$189.6K | 3.5% |
| Impact Capital Partners LLC | 2,985 | +696 | $537.7K | +$188.9K | 30.4% |
| EXENCIAL WEALTH ADVISORS, LLC | 5,456 | +223 | $982.8K | +$185.4K | 4.3% |
| ICICI Prudential Asset Management Co Ltd | 5,219 | +197 | $940.2K | +$174.8K | 3.9% |
| HOWE & RUSLING INC | 5,064 | +219 | $912.3K | +$174.0K | 4.5% |
| ASSETMARK, INC | 4,309 | +310 | $776.2K | +$166.8K | 7.8% |
| Belpointe Asset Management LLC | 4,426 | +286 | $797.5K | +$166.5K | 6.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 4,654 | +245 | $838.3K | +$166.4K | 5.5% |
| Raleigh Capital Management Inc. | 1,019 | +886 | $183.6K | +$163.3K | 666.2% |
| State of Wyoming | 3,483 | +432 | $627.4K | +$162.5K | 14.2% |
| SUMMIT SECURITIES GROUP LLC | 979 | +873 | $176.4K | +$160.2K | 823.6% |
| CENTRAL TRUST Co | 5,444 | +18 | $980.7K | +$153.8K | 0.3% |
| Compound Planning, Inc. | 2,785 | +502 | $501.7K | +$153.8K | 22.0% |
| Sunbelt Securities, Inc. | 5,445 | +9 | $980.9K | +$152.4K | 0.2% |
| AlphaCore Capital LLC | 3,591 | +345 | $646.9K | +$152.2K | 10.6% |
| Krilogy Financial LLC | 2,670 | +502 | $500.8K | +$149.1K | 23.1% |
| Kingsview Wealth Management, LLC | 3,420 | +348 | $616.0K | +$147.9K | 11.3% |
| Alteri Wealth LLC | 4,102 | +220 | $738.9K | +$147.2K | 5.7% |
| CWA Asset Management Group, LLC | 1,996 | +597 | $359.6K | +$146.4K | 42.7% |
| UNIVEST FINANCIAL Corp | 5,229 | +4 | $942.0K | +$145.7K | 0.1% |
| MATHER GROUP, LLC. | 1,757 | +615 | $316.5K | +$142.5K | 53.9% |
| BRIDGES INVESTMENT MANAGEMENT INC | 2,583 | +463 | $465.3K | +$142.2K | 21.8% |
| Circle Wealth Management, LLC | 4,954 | +10 | $892.4K | +$139.0K | 0.2% |
| Hilltop Holdings Inc. | 3,302 | +310 | $594.7K | +$138.7K | 10.4% |
| Prime Capital Investment Advisors, LLC | 4,436 | +101 | $799.1K | +$138.5K | 2.3% |
| Frank, Rimerman Advisors LLC | 4,227 | +135 | $761.5K | +$137.9K | 3.3% |
| OPPENHEIMER & CO INC | 2,754 | +395 | $496.1K | +$136.6K | 16.7% |
| Legacy Financial Advisors, Inc. | 2,179 | +495 | $392.5K | +$135.9K | 29.4% |
| EverSource Wealth Advisors, LLC | 2,709 | +363 | $487.9K | +$130.4K | 15.5% |
| Modera Wealth Management, LLC | 4,337 | +64 | $781.2K | +$130.1K | 1.5% |
| Larson Financial Group LLC | 1,569 | +524 | $282.7K | +$123.4K | 50.1% |
| Cooper Financial Group | 1,814 | +461 | $326.9K | +$120.6K | 34.1% |
| STEPHENS INC /AR/ | 2,072 | +413 | $373.3K | +$120.4K | 24.9% |
| Sowell Financial Services LLC | 2,449 | +321 | $441.2K | +$116.9K | 15.1% |
| RENAISSANCE GROUP LLC | 4,113 | +14 | $740.9K | +$116.3K | 0.3% |
| Perigon Wealth Management, LLC | 2,724 | +255 | $490.8K | +$114.5K | 10.3% |
| Premier Path Wealth Partners, LLC | 2,384 | +316 | $429.5K | +$114.3K | 15.3% |
| MISSION WEALTH MANAGEMENT, LP | 3,511 | +104 | $632.4K | +$113.2K | 3.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3,043 | +149 | $548.1K | +$107.2K | 5.1% |
| SYON CAPITAL LLC | 2,679 | +205 | $482.7K | +$105.6K | 8.3% |
| TD PRIVATE CLIENT WEALTH LLC | 2,885 | +155 | $519.7K | +$103.7K | 5.7% |
| Florida Trust Wealth Management Co | 3,399 | +56 | $612.3K | +$102.9K | 1.7% |
| Venturi Wealth Management, LLC | 3,091 | +105 | $556.8K | +$101.8K | 3.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,629 | +2 | $654.1K | +$101.1K | 0.1% |
| Independent Advisor Alliance | 3,309 | +55 | $596.1K | +$100.3K | 1.7% |
| Savvy Advisors, Inc. | 1,754 | +317 | $316.0K | +$97.0K | 22.1% |
| Weaver Consulting Group | 3,432 | +5 | $618.2K | +$96.0K | 0.1% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,186 | +48 | $573.9K | +$95.7K | 1.5% |
| GSB Wealth Management, LLC | 3,317 | +12 | $597.5K | +$93.9K | 0.4% |
| Prestige Wealth Management Group LLC | 790 | +663 | $112.7K | +$93.4K | 522.0% |
| SAX WEALTH ADVISORS, LLC | 2,860 | +77 | $515.2K | +$91.1K | 2.8% |
| Valeo Financial Advisors, LLC | 2,244 | +169 | $404.3K | +$88.0K | 8.1% |
| Sound Income Strategies, LLC | 1,963 | +23 | $377.6K | +$86.6K | 1.2% |
| UMB Bank, n.a. | 2,829 | +44 | $509.6K | +$85.2K | 1.6% |
| Checchi Capital Advisers, LLC | 3,020 | +4 | $543.9K | +$84.4K | 0.1% |
| ACADIAN ASSET MANAGEMENT LLC | 491,383 | +463,563 | $88.5K | +$84.3K | 1666.3% |
| WBI INVESTMENTS, LLC | 1,962 | +195 | $353.4K | +$84.1K | 11.0% |
| WEALTH ALLIANCE, LLC | 1,966 | +188 | $354.1K | +$83.1K | 10.6% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,701 | +144 | $319.0K | +$82.3K | 9.2% |
| Falcon Wealth Planning | 1,946 | +180 | $350.6K | +$81.4K | 10.2% |
| Jacobi Capital Management LLC | 2,784 | +12 | $501.4K | +$79.0K | 0.4% |
| Black Diamond Financial, LLC | 1,969 | +156 | $354.7K | +$78.4K | 8.6% |
| Parkside Financial Bank & Trust | 2,448 | +59 | $441.0K | +$76.9K | 2.5% |
| Lido Advisors, LLC | 11,327 | +323 | $1.8M | +$76.8K | 2.9% |
| Edgestream Partners, L.P. | 2,352 | +64 | $423.7K | +$75.0K | 2.8% |
| Quent Capital, LLC | 2,479 | +41 | $446.5K | +$74.9K | 1.7% |
| DRIVE WEALTH MANAGEMENT, LLC | 1,653 | +181 | $297.8K | +$73.5K | 12.3% |
| Park Place Capital Corp | 589 | +362 | $106.1K | +$71.5K | 159.5% |
| STEPH & CO | 1,761 | +145 | $317.2K | +$71.0K | 9.0% |
| GREAT LAKES ADVISORS, LLC | 2,205 | +64 | $397.2K | +$70.9K | 3.0% |
| PDS Planning, Inc | 1,664 | +158 | $299.8K | +$70.3K | 10.5% |
| waypoint wealth counsel | 1,849 | +113 | $333.1K | +$68.5K | 6.5% |
| Welch Group, LLC | 1,739 | +133 | $313.3K | +$68.5K | 8.3% |
| Capula Management Ltd | 1,900 | +100 | $342.3K | +$68.0K | 5.5% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2,206 | +42 | $397.4K | +$67.6K | 1.9% |
| Americana Partners, LLC | 2,164 | +48 | $389.8K | +$67.4K | 2.3% |
| Spire Wealth Management | 821 | +274 | $147.9K | +$64.5K | 50.1% |
| West Wealth Group, LLC | 2,693 | +9 | $485.2K | +$63.9K | 0.3% |
| LIBERTY WEALTH MANAGEMENT LLC | 2,187 | +5 | $393.9K | +$61.4K | 0.2% |
| L2 Asset Management, LLC | 1,604 | +100 | $288.9K | +$59.8K | 6.6% |
| Quotient Wealth Partners, LLC | 1,925 | +41 | $346.8K | +$59.6K | 2.2% |
| Ancora Advisors LLC | 542 | +277 | $97.6K | +$57.3K | 104.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 790 | +219 | $142.3K | +$55.3K | 38.4% |
| Quarry LP | 306 | +281 | $55.1K | +$51.3K | 1124.0% |
| HARBOUR INVESTMENTS, INC. | 855 | +181 | $154.0K | +$51.3K | 26.9% |
| Johnson Financial Group, Inc. | 396 | +259 | $71.3K | +$50.5K | 189.1% |
| Occidental Asset Management, LLC | 1,719 | +15 | $309.7K | +$50.0K | 0.9% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1,654 | +25 | $298.0K | +$49.7K | 1.5% |
| Index Fund Advisors, Inc. | 1,780 | +2 | $320.6K | +$49.7K | 0.1% |
| MassMutual Private Wealth & Trust, FSB | 1,345 | +72 | $242.3K | +$48.3K | 5.7% |
| NATIXIS ADVISORS, LLC | 1,185,331 | +94,269 | $213.5K | +$47.3K | 8.6% |
| Crew Capital Management, Ltd. | 1,644 | +1 | $296.1K | +$45.7K | 0.1% |
| Fulton Bank, N.A. | 1,513 | +23 | $272.6K | +$45.5K | 1.5% |
| MCF Advisors LLC | 1,292 | +57 | $232.7K | +$44.5K | 4.6% |
| Cornerstone Planning Group LLC | 248 | +198 | $46.1K | +$42.8K | 396.0% |
| Csenge Advisory Group | 1,444 | +13 | $260.2K | +$42.1K | 0.9% |
| Mayflower Financial Advisors, LLC | 1,349 | +26 | $243.0K | +$41.4K | 2.0% |
| CVA Family Office, LLC | 1,075 | +64 | $193.7K | +$39.6K | 6.3% |
| Root Financial Partners, LLC | 823 | +108 | $148.3K | +$39.3K | 15.1% |
| Integrated Advisors Network LLC | 1,391 | +1 | $250.6K | +$38.7K | 0.1% |
| HARBOR INVESTMENT ADVISORY, LLC | 936 | +83 | $168.6K | +$38.6K | 9.7% |
| CYBER HORNET ETFs LLC | 954 | +55 | $171.9K | +$34.9K | 6.1% |
| Haverford Trust Co | 672 | +96 | $121.1K | +$33.3K | 16.7% |
| CITY HOLDING CO | 177 | +162 | $31.9K | +$29.6K | 1080.0% |
| SJS Investment Consulting Inc. | 162 | +138 | $29.2K | +$25.5K | 575.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 142 | +140 | $25.6K | +$25.3K | 7000.0% |
| Salomon & Ludwin, LLC | 223 | +105 | $41.6K | +$23.6K | 89.0% |
| LORD, ABBETT & CO. LLC | 523,881 | +48,177 | $94.4K | +$21.9K | 10.1% |
| SG Americas Securities, LLC | 175,212 | +108,883 | $31.6K | +$21.5K | 164.2% |
| Activest Wealth Management | 134 | +114 | $24.1K | +$21.1K | 570.0% |
| Rossby Financial, LCC | 583 | +18 | $105.0K | +$18.5K | 3.2% |
| Westside Investment Management, Inc. | 379 | +41 | $69.2K | +$17.4K | 12.1% |
| PRIVATE TRUST CO NA | 460 | +25 | $82.9K | +$16.6K | 5.7% |
| JFS WEALTH ADVISORS, LLC | 211 | +63 | $38.0K | +$15.5K | 42.6% |
| WINNOW WEALTH LLC | 443 | +14 | $80.2K | +$14.5K | 3.3% |
| True Wealth Design, LLC | 298 | +41 | $53.7K | +$14.5K | 15.9% |
| Bell Investment Advisors, Inc | 198 | +48 | $35.7K | +$12.8K | 32.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 103,904 | +63,276 | $18.7K | +$12.5K | 155.7% |
| MJT & Associates Financial Advisory Group, Inc. | 120 | +60 | $21.6K | +$12.5K | 100.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 412 | +6 | $74.2K | +$12.3K | 1.5% |
| Treasurer of the State of North Carolina | 190,988 | +46,141 | $34.4K | +$12.3K | 31.9% |
| Steigerwald, Gordon & Koch Inc. | 179 | +46 | $32.2K | +$12.0K | 34.6% |
| Grove Bank & Trust | 263 | +27 | $47.4K | +$11.4K | 11.4% |
| Physician Wealth Advisors, Inc. | 185 | +36 | $33.3K | +$10.6K | 24.2% |
| Marquette Asset Management, LLC | 83 | +52 | $15.0K | +$10.2K | 167.7% |
| Thrivent Financial for Lutherans | 241,317 | +13,977 | $43.5K | +$8.8K | 6.1% |
| HRT FINANCIAL LP | 57,624 | +45,476 | $10.4K | +$8.5K | 374.3% |
| AMERICAN NATIONAL BANK & TRUST | 186 | +18 | $33.5K | +$7.9K | 10.7% |
| ORG Partners LLC | 263 | +4 | $47.4K | +$7.9K | 1.5% |
| Versant Capital Management, Inc | 206 | +14 | $37.1K | +$7.8K | 7.3% |
| Wealth Watch Advisors, INC | 156 | +9 | $28.1K | +$5.7K | 6.1% |
| North Star Investment Management Corp. | 34 | +31 | $6.1K | +$5.7K | 1033.3% |
| Bogart Wealth, LLC | 186 | +3 | $33.5K | +$5.6K | 1.6% |
| Catalyst Capital Advisors LLC | 163 | +5 | $29.4K | +$5.3K | 3.2% |
| HANTZ FINANCIAL SERVICES, INC. | 29,538 | +27,302 | $5.3K | +$5.0K | 1221.0% |
| Sachetta, LLC | 91 | +14 | $16.4K | +$4.7K | 18.2% |
| Valued Wealth Advisors LLC | 79 | +16 | $14.3K | +$4.6K | 25.4% |
| LRI Investments, LLC | 119 | +8 | $21.5K | +$4.6K | 7.2% |
| SBI Securities Co., Ltd. | 36 | +21 | $6.5K | +$4.2K | 140.0% |
| High Note Wealth, LLC | 61 | +16 | $11.0K | +$4.1K | 35.5% |
| HIGHLINE WEALTH PARTNERS LLC | 30 | +20 | $5.4K | +$3.9K | 200.0% |
| CWM, LLC | 45,043 | +17,090 | $8.1K | +$3.9K | 61.1% |
| Fortitude Family Office, LLC | 110 | +4 | $19.8K | +$3.7K | 3.8% |
| JNBA Financial Advisors | 57 | +13 | $10.3K | +$3.6K | 29.5% |
| Dogwood Wealth Management LLC | 96 | +4 | $17.3K | +$3.3K | 4.3% |
| Mowery & Schoenfeld Wealth Management, LLC | 63 | +10 | $11.3K | +$3.3K | 18.9% |
| Turning Point Benefit Group, Inc. | 21 | +17 | $3.8K | +$3.2K | 425.0% |
| Bay Harbor Wealth Management, LLC | 37 | +13 | $6.7K | +$3.0K | 54.2% |
| Daiwa Securities Group Inc. | 81,820 | +3,961 | $14.7K | +$2.9K | 5.1% |
| Smallwood Wealth Investment Management, LLC | 26 | +14 | $4.7K | +$2.9K | 116.7% |
| iA Global Asset Management Inc. | 47,442 | +9,565 | $8.5K | +$2.8K | 25.3% |
| Redwood Park Advisors LLC | 85 | +1 | $15.2K | +$2.4K | 1.2% |
| Aspect Partners, LLC | 62 | +4 | $11.2K | +$2.3K | 6.9% |
| Triumph Capital Management | 40 | +7 | $7.2K | +$2.2K | 21.2% |
| Nemes Rush Group LLC | 25 | +9 | $4.5K | +$2.1K | 56.3% |
| ELEVATION WEALTH PARTNERS, LLC | 17 | +10 | $3.1K | +$2.0K | 142.8% |
| BARRETT & COMPANY, INC. | 67 | +1 | $12.0K | +$1.9K | 1.5% |
| Abound Wealth Management | 54 | +2 | $9.7K | +$1.8K | 3.8% |
| AMICA MUTUAL INSURANCE CO | 36,542 | +5,111 | $6.6K | +$1.8K | 16.3% |
| DiNuzzo Private Wealth, Inc. | 45 | +1 | $8.1K | +$1.6K | 2.3% |
| AdvisorNet Financial, Inc | 33 | +4 | $5.9K | +$1.5K | 13.8% |
| Dunhill Financial, LLC | 32 | +4 | $5.8K | +$1.5K | 14.3% |
| Harvest Fund Management Co., Ltd | 24,283 | +4,209 | $4.4K | +$1.3K | 21.0% |
| Janney Montgomery Scott LLC | 41,244 | +723 | $7.4K | +$1.3K | 1.8% |
| S&T Bank/PA | 33 | +1 | $5.9K | +$1.1K | 3.1% |
| Rialto Wealth Management, LLC | 21 | +2 | $3.8K | +$887 | 10.5% |
| American Capital Advisory, LLC | 14 | +3 | $2.5K | +$845 | 27.3% |
| Financial Perspectives, Inc | 28 | +1 | $5.0K | +$773 | 3.7% |
| Vestcor Inc | 8,722 | +3,005 | $1.6K | +$700 | 52.6% |
| PARK AVENUE SECURITIES LLC | 13,166 | +1,947 | $2.4K | +$662 | 17.4% |
| BESSEMER GROUP INC | 12,616 | +1,258 | $2.3K | +$543 | 11.1% |
| Gulf International Bank (UK) Ltd | 16,442 | +46 | $3.0K | +$463 | 0.3% |
| Davis Capital Management | 4 | +2 | $721 | +$416 | 100.0% |
| Quaker Wealth Management, LLC | 8 | +1 | $1.4K | +$375 | 14.3% |
| CX Institutional | 3,307 | +271 | $596 | +$133 | 8.9% |
| Smithfield Trust Co | 1,418 | +13 | $255 | +$41 | 0.9% |
| GW&K Investment Management, LLC | 195 | +19 | $35 | +$8 | 10.8% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 207 | +14 | $37 | +$8 | 7.3% |
| VALLEY NATIONAL ADVISERS INC | 28 | +20 | $5 | +$4 | 250.0% |
| Avion Wealth | 88 | +8 | $15 | +$3 | 10.0% |