13F QoQ Ownership Changes
RTNTF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 180 new · 342 added · 347 reduced · 73 exited
New Positions(180)
Added To(342)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,045,160 | +4,019,361 | $323.7M | +$322.0M | 15579.5% |
| Fisher Asset Management, LLC | 19,642,744 | +522,576 | $1.57B | +$309.9M | 2.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,886,335 | +2,451,140 | $311.0M | +$216.3M | 170.8% |
| GOLDMAN SACHS GROUP INC | 11,064,403 | +84,358 | $885.5M | +$160.7M | 0.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,206,250 | +713,690 | $336.6M | +$106.1M | 20.4% |
| DEUTSCHE BANK AG\ | 2,216,935 | +1,122,667 | $177.4M | +$105.2M | 102.6% |
| CITADEL ADVISORS LLC | 2,186,676 | +561,380 | $175.0M | +$67.7M | 34.5% |
| BANK OF AMERICA CORP /DE/ | 3,398,278 | +240,733 | $272.0M | +$63.5M | 7.6% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,568,244 | +441,799 | $125.5M | +$51.1M | 39.2% |
| 1832 Asset Management L.P. | 625,330 | +620,500 | $50.0M | +$49.7M | 12846.8% |
| NEUBERGER BERMAN GROUP LLC | 2,223,502 | +214,686 | $177.9M | +$45.3M | 10.7% |
| BANK OF MONTREAL /CAN/ | 2,221,469 | +175,833 | $177.8M | +$42.8M | 8.6% |
| BlackRock, Inc. | 1,773,902 | +270,691 | $142.0M | +$42.7M | 18.0% |
| HARDING LOEVNER LP | 2,053,870 | +166,174 | $164.4M | +$39.8M | 8.8% |
| PEAK6 LLC | 1,149,200 | +273,400 | $92.0M | +$34.2M | 31.2% |
| WELLS FARGO & COMPANY/MN | 1,455,512 | +147,660 | $116.5M | +$30.2M | 11.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 887,161 | +268,129 | $71.0M | +$30.1M | 43.3% |
| EARNEST PARTNERS LLC | 1,515,849 | +132,357 | $121.3M | +$30.0M | 9.6% |
| CITIGROUP INC | 1,926,844 | +26,532 | $154.2M | +$28.8M | 1.4% |
| BNP PARIBAS FINANCIAL MARKETS | 1,802,434 | +36,055 | $158.7M | +$27.9M | 2.0% |
| FMR LLC | 1,925,777 | +11,679 | $154.1M | +$27.8M | 0.6% |
| NORTHERN TRUST CORP | 1,704,563 | +31,771 | $136.4M | +$26.0M | 1.9% |
| AQR Arbitrage LLC | 536,093 | +275,093 | $42.9M | +$25.7M | 105.4% |
| Walleye Capital LLC | 518,499 | +278,217 | $41.5M | +$25.6M | 115.8% |
| CAPITAL FUND MANAGEMENT S.A. | 651,131 | +211,396 | $52.1M | +$23.1M | 48.1% |
| Cullen Capital Management, LLC | 498,868 | +209,107 | $39.9M | +$20.8M | 72.2% |
| RAYMOND JAMES FINANCIAL INC | 757,242 | +153,791 | $60.6M | +$20.8M | 25.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 197,609 | +3,668 | $15.8M | +$15.8M | 1.9% |
| TUDOR INVESTMENT CORP ET AL | 280,501 | +166,801 | $22.4M | +$14.9M | 146.7% |
| Walleye Trading LLC | 347,214 | +142,428 | $27.8M | +$14.3M | 69.5% |
| NATIONAL BANK OF CANADA /FI/ | 847,485 | +23,393 | $67.8M | +$13.4M | 2.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 674,602 | +50,000 | $54.0M | +$12.8M | 8.0% |
| Pacific Heights Asset Management LLC | 425,000 | +100,000 | $34.0M | +$12.6M | 30.8% |
| Aberdeen Group plc | 403,747 | +100,247 | $32.3M | +$12.3M | 33.0% |
| AMERIPRISE FINANCIAL INC | 521,283 | +69,264 | $41.7M | +$11.9M | 15.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 179,268 | +127,927 | $14.3M | +$11.0M | 249.2% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 347,682 | +91,655 | $27.8M | +$10.9M | 35.8% |
| SEI INVESTMENTS CO | 557,784 | +40,624 | $44.6M | +$10.5M | 7.8% |
| Creative Planning | 458,926 | +59,421 | $36.7M | +$10.4M | 14.9% |
| Parallax Volatility Advisers, L.P. | 267,900 | +90,580 | $21.4M | +$9.7M | 51.1% |
| AMERICAN CENTURY COMPANIES INC | 418,868 | +50,188 | $33.5M | +$9.2M | 13.6% |
| ENVESTNET ASSET MANAGEMENT INC | 542,114 | +11,422 | $43.4M | +$8.4M | 2.1% |
| Catalyst Funds Management Pty Ltd | 301,607 | +57,391 | $24.1M | +$8.0M | 23.5% |
| LPL Financial LLC | 460,887 | +21,643 | $36.9M | +$7.9M | 4.9% |
| CAPITAL ADVISORS INC/OK | 525,449 | +5,021 | $42.1M | +$7.7M | 1.0% |
| JENNISON ASSOCIATES LLC | 187,269 | +67,683 | $15.0M | +$7.1M | 56.6% |
| QSM Asset Management Ltd | 230,700 | +56,000 | $18.5M | +$7.0M | 32.0% |
| Balyasny Asset Management L.P. | 283,368 | +39,141 | $22.7M | +$6.6M | 16.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 164,527 | +51,327 | $13.2M | +$5.7M | 45.3% |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 86,827 | +66,876 | $6.9M | +$5.6M | 335.2% |
| Quantinno Capital Management LP | 150,626 | +50,560 | $12.1M | +$5.4M | 50.5% |
| Greenline Partners, LLC | 144,484 | +41,434 | $11.6M | +$4.8M | 40.2% |
| STIFEL FINANCIAL CORP | 243,474 | +13,892 | $19.5M | +$4.3M | 6.0% |
| Rockefeller Capital Management L.P. | 130,865 | +32,605 | $10.5M | +$4.0M | 33.2% |
| Caption Management, LLC | 155,500 | +26,271 | $12.4M | +$3.9M | 20.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 161,545 | +22,603 | $12.9M | +$3.8M | 16.3% |
| FIL Ltd | 236,765 | +4,436 | $18.9M | +$3.6M | 1.9% |
| Vestmark Advisory Solutions, Inc. | 47,685 | +44,478 | $3.8M | +$3.6M | 1386.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 114,260 | +30,254 | $9.1M | +$3.6M | 36.0% |
| GROUP ONE TRADING LLC | 61,665 | +37,020 | $4.9M | +$3.3M | 150.2% |
| Cullen/Frost Bankers, Inc. | 186,103 | +5,189 | $14.9M | +$3.0M | 2.9% |
| D.A. DAVIDSON & CO. | 124,182 | +17,786 | $9.9M | +$2.9M | 16.7% |
| Yaupon Capital Management LP | 152,955 | +8,184 | $12.2M | +$2.7M | 5.7% |
| QRG CAPITAL MANAGEMENT, INC. | 80,940 | +22,893 | $6.5M | +$2.6M | 39.4% |
| Cetera Investment Advisers | 173,633 | +1,655 | $13.9M | +$2.5M | 1.0% |
| Bank Julius Baer & Co. Ltd, Zurich | 32,223 | +30,240 | $2.6M | +$2.4M | 1525.0% |
| Soltis Investment Advisors LLC | 151,125 | +4,656 | $12.1M | +$2.4M | 3.2% |
| Tidal Investments LLC | 103,819 | +13,659 | $8.3M | +$2.4M | 15.1% |
| AQR CAPITAL MANAGEMENT LLC | 53,952 | +22,185 | $4.3M | +$2.2M | 69.8% |
| NewEdge Advisors, LLC | 108,533 | +26,260 | $7.4M | +$2.0M | 31.9% |
| Moran Wealth Management, LLC | 108,891 | +6,961 | $8.7M | +$2.0M | 6.8% |
| Callan Family Office, LLC | 54,926 | +18,261 | $4.4M | +$2.0M | 49.8% |
| US BANCORP \DE\ | 99,457 | +7,862 | $8.0M | +$1.9M | 8.6% |
| Quadrature Capital Ltd | 29,397 | +22,379 | $2.4M | +$1.9M | 318.9% |
| Connor, Clark & Lunn Investment Management Ltd. | 26,895 | +22,511 | $2.2M | +$1.9M | 513.5% |
| Orion Porfolio Solutions, LLC | 59,279 | +14,867 | $4.7M | +$1.8M | 33.5% |
| CIDEL ASSET MANAGEMENT INC | 120,431 | +280 | $9.6M | +$1.7M | 0.2% |
| SALEM INVESTMENT COUNSELORS INC | 99,483 | +4,570 | $8.0M | +$1.7M | 4.8% |
| Boston Partners | 55,841 | +13,163 | $4.5M | +$1.7M | 30.8% |
| &PARTNERS | 55,071 | +12,637 | $4.5M | +$1.7M | 29.8% |
| Brooklyn Investment Group | 49,295 | +12,179 | $4.0M | +$1.6M | 32.8% |
| NAPLES GLOBAL ADVISORS, LLC | 107,008 | +1,096 | $8.6M | +$1.6M | 1.0% |
| SATURNA CAPITAL CORP | 106,429 | +160 | $8.5M | +$1.5M | 0.1% |
| Atria Investments, Inc | 56,057 | +10,369 | $4.5M | +$1.5M | 22.7% |
| FORBES J M & CO LLP | 96,978 | +1,333 | $7.8M | +$1.4M | 1.4% |
| CREDIT AGRICOLE S A | 19,681 | +16,637 | $1.6M | +$1.4M | 546.5% |
| Twin Tree Management, LP | 16,500 | +16,400 | $1.3M | +$1.3M | 16400.0% |
| TRUIST FINANCIAL CORP | 68,164 | +5,277 | $5.5M | +$1.3M | 8.4% |
| SCOTIA CAPITAL INC. | 90,336 | +539 | $7.2M | +$1.3M | 0.6% |
| Gilman Hill Asset Management, LLC | 73,955 | +3,253 | $5.9M | +$1.3M | 4.6% |
| Belpointe Asset Management LLC | 18,942 | +14,926 | $1.5M | +$1.3M | 371.7% |
| ASSETMARK, INC | 70,336 | +3,632 | $5.6M | +$1.2M | 5.4% |
| Alphadyne Asset Management LP | 40,000 | +10,000 | $3.2M | +$1.2M | 33.3% |
| DAVENPORT & Co LLC | 44,054 | +8,981 | $3.5M | +$1.2M | 25.6% |
| Concurrent Investment Advisors, LLC | 18,849 | +14,079 | $1.5M | +$1.2M | 295.1% |
| Oxbow Advisors, LLC | 68,026 | +3,595 | $5.4M | +$1.2M | 5.6% |
| M&T Bank Corp | 69,422 | +3,115 | $5.6M | +$1.2M | 4.7% |
| RITHOLTZ WEALTH MANAGEMENT | 25,857 | +12,106 | $2.1M | +$1.2M | 88.0% |
| Focus Partners Wealth | 26,988 | +11,163 | $2.2M | +$1.1M | 70.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 53,256 | +5,534 | $4.3M | +$1.1M | 11.6% |
| OPPENHEIMER & CO INC | 37,292 | +8,922 | $3.0M | +$1.1M | 31.4% |
| NewEdge Wealth, LLC | 47,748 | +8,243 | $3.8M | +$1.1M | 20.9% |
| Entropy Technologies, LP | 16,887 | +12,922 | $1.4M | +$1.1M | 325.9% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 53,192 | +5,148 | $4.3M | +$1.1M | 10.7% |
| Recurrent Investment Advisors LLC | 26,047 | +10,530 | $2.1M | +$1.1M | 67.9% |
| CAPTRUST FINANCIAL ADVISORS | 40,288 | +7,389 | $3.2M | +$1.1M | 22.4% |
| Goelzer Investment Management, Inc. | 73,226 | +330 | $5.9M | +$1.0M | 0.5% |
| MML INVESTORS SERVICES, LLC | 49,902 | +4,901 | $4.0M | +$1.0M | 10.9% |
| Cerity Partners LLC | 69,246 | +778 | $5.5M | +$1.0M | 1.1% |
| Private Advisor Group, LLC | 44,462 | +5,558 | $3.6M | +$990.2K | 14.3% |
| Federation des caisses Desjardins du Quebec | 66,025 | +725 | $5.3M | +$973.5K | 1.1% |
| JONES FINANCIAL COMPANIES LLLP | 47,076 | +3,491 | $3.8M | +$942.9K | 8.0% |
| Modera Wealth Management, LLC | 60,355 | +1,418 | $4.8M | +$939.8K | 2.4% |
| Kestra Advisory Services, LLC | 37,209 | +6,240 | $3.0M | +$933.6K | 20.1% |
| HighTower Advisors, LLC | 61,957 | +940 | $5.0M | +$930.7K | 1.5% |
| TrueMark Investments, LLC | 40,376 | +5,253 | $3.2M | +$912.8K | 14.9% |
| STOCK YARDS BANK & TRUST CO | 28,600 | +7,501 | $2.3M | +$896.1K | 35.5% |
| PNC Financial Services Group, Inc. | 53,490 | +2,132 | $4.3M | +$890.7K | 4.2% |
| RFG Advisory, LLC | 20,861 | +8,876 | $1.7M | +$878.4K | 74.0% |
| Uncommon Cents Investing LLC | 60,555 | +410 | $4.8M | +$876.0K | 0.7% |
| LMCG INVESTMENTS, LLC | 51,391 | +2,340 | $4.1M | +$875.0K | 4.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 36,014 | +5,157 | $2.9M | +$845.3K | 16.7% |
| FIFTH THIRD BANCORP | 37,382 | +4,129 | $3.0M | +$796.6K | 12.4% |
| Caprock Group, LLC | 26,684 | +4,621 | $2.1M | +$719.6K | 20.9% |
| Vise Technologies, Inc. | 23,358 | +5,674 | $1.9M | +$702.0K | 32.1% |
| Waverly Advisors, LLC | 34,417 | +3,310 | $2.8M | +$701.0K | 10.6% |
| Vanguard Personalized Indexing Management, LLC | 40,034 | +1,779 | $3.2M | +$678.7K | 4.7% |
| IEQ CAPITAL, LLC | 20,085 | +5,956 | $1.6M | +$674.8K | 42.1% |
| Independent Advisor Alliance | 28,255 | +4,139 | $2.3M | +$669.4K | 17.2% |
| Strategic Global Advisors, LLC | 33,884 | +2,427 | $2.7M | +$635.3K | 7.7% |
| Advisory Services Network, LLC | 39,222 | +1,287 | $3.1M | +$634.8K | 3.4% |
| PINNACLE ASSOCIATES LTD | 44,119 | +200 | $3.5M | +$631.7K | 0.5% |
| CHOREO, LLC | 27,448 | +3,453 | $2.2M | +$626.2K | 14.4% |
| TCTC Holdings, LLC | 9,422 | +7,422 | $754.0K | +$622.0K | 371.1% |
| Verdence Capital Advisors LLC | 44,337 | +2,636 | $3.5M | +$590.4K | 6.3% |
| Compound Planning, Inc. | 19,074 | +4,834 | $1.5M | +$586.5K | 33.9% |
| GUGGENHEIM CAPITAL LLC | 34,940 | +1,177 | $2.8M | +$567.6K | 3.5% |
| World Investment Advisors | 15,075 | +7,714 | $1.1M | +$565.0K | 104.8% |
| TD Waterhouse Canada Inc. | 37,084 | +921 | $3.0M | +$563.7K | 2.5% |
| BLAIR WILLIAM & CO/IL | 23,998 | +3,435 | $1.9M | +$563.2K | 16.7% |
| Trust Investment Advisors | 37,825 | +493 | $3.0M | +$562.8K | 1.3% |
| May Hill Capital, LLC | 10,544 | +5,948 | $843.8K | +$540.5K | 129.4% |
| Horizon Investments, LLC | 18,076 | +4,345 | $1.4M | +$540.2K | 31.6% |
| RHUMBLINE ADVISERS | 16,483 | +4,651 | $1.3M | +$538.1K | 39.3% |
| BANK OF NOVA SCOTIA | 22,490 | +3,270 | $1.8M | +$531.1K | 17.0% |
| Global Retirement Partners, LLC | 8,423 | +6,102 | $674.1K | +$520.9K | 262.9% |
| CenterBook Partners LP | 9,636 | +5,765 | $771.2K | +$515.6K | 148.9% |
| Old Port Advisors | 30,050 | +1,291 | $2.4M | +$506.5K | 4.5% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13,167 | +4,828 | $1.1M | +$503.3K | 57.9% |
| Ellsworth Advisors, LLC | 20,118 | +2,085 | $1.7M | +$495.4K | 11.6% |
| Bridgewater Associates, LP | 9,462 | +5,389 | $757.2K | +$488.4K | 132.3% |
| Pathstone Holdings, LLC | 23,283 | +2,433 | $1.9M | +$487.0K | 11.7% |
| SIGNATUREFD, LLC | 21,405 | +2,657 | $1.7M | +$475.5K | 14.2% |
| MERITAGE PORTFOLIO MANAGEMENT | 33,195 | +100 | $2.7M | +$472.0K | 0.3% |
| CENTRAL VALLEY ADVISORS, LLC | 27,919 | +1,178 | $2.2M | +$469.2K | 4.4% |
| Evelyn Partners Asset Management Ltd | 17,209 | +1,593 | $1.4M | +$466.4K | 10.2% |
| Live Oak Investment Partners | 22,710 | +1,896 | $1.8M | +$443.5K | 9.1% |
| Sequoia Financial Advisors, LLC | 22,028 | +2,593 | $1.7M | +$442.0K | 13.3% |
| Equitable Holdings, Inc. | 15,888 | +3,315 | $1.3M | +$441.6K | 26.4% |
| Steward Partners Investment Advisory, LLC | 17,871 | +2,858 | $1.4M | +$439.2K | 19.0% |
| SHARPEPOINT LLC | 26,137 | +1,087 | $2.1M | +$438.2K | 4.3% |
| ALLEN WEALTH MANAGEMENT, LLC | 28,421 | +453 | $2.3M | +$428.4K | 1.6% |
| Parkside Financial Bank & Trust | 5,780 | +5,100 | $462.6K | +$417.7K | 750.0% |
| Blue Trust, Inc. | 16,255 | +2,853 | $1.3M | +$416.2K | 21.3% |
| INSIGNEO ADVISORY SERVICES, LLC | 9,619 | +4,214 | $769.8K | +$413.0K | 78.0% |
| Farther Finance Advisors, LLC | 10,260 | +3,977 | $821.1K | +$406.4K | 63.3% |
| Royal Fund Management, LLC | 17,748 | +2,258 | $1.4M | +$398.1K | 14.6% |
| Abel Hall, LLC | 13,979 | +2,956 | $1.1M | +$391.1K | 26.8% |
| Banco Santander, S.A. | 23,525 | +900 | $1.9M | +$389.2K | 4.0% |
| Perigon Wealth Management, LLC | 16,414 | +2,305 | $1.3M | +$382.3K | 16.3% |
| HBK Sorce Advisory LLC | 6,888 | +2,942 | $643.4K | +$371.7K | 74.5% |
| Aprio Wealth Management, LLC | 4,242 | +1,152 | $563.9K | +$360.0K | 37.3% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 8,699 | +3,498 | $696.2K | +$352.9K | 67.3% |
| TWO SIGMA SECURITIES, LLC | 7,191 | +3,624 | $575.5K | +$340.0K | 101.6% |
| EADS & HEALD WEALTH MANAGEMENT | 4,067 | +644 | $325.5K | +$325.3K | 18.8% |
| Kovack Advisors, Inc. | 9,986 | +2,498 | $799.2K | +$304.9K | 33.4% |
| Davis Capital Management | 21,037 | +94 | $1.7M | +$301.1K | 0.4% |
| Triton Financial Group Inc | 18,303 | +420 | $1.5M | +$284.3K | 2.3% |
| Aaron Wealth Advisors LLC | 9,560 | +2,256 | $765.1K | +$282.9K | 30.9% |
| Eagle Bluffs Wealth Management LLC | 17,460 | +559 | $1.4M | +$281.7K | 3.3% |
| JUNCTURE WEALTH STRATEGIES, LLC | 9,211 | +2,269 | $737.2K | +$278.9K | 32.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,003 | +2,505 | $640.5K | +$277.6K | 45.6% |
| Prospera Financial Services Inc | 15,680 | +708 | $1.3M | +$266.7K | 4.7% |
| Empowered Funds, LLC | 9,193 | +2,049 | $735.7K | +$264.1K | 28.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,328 | +1,347 | $986.6K | +$261.8K | 12.3% |
| Octavia Wealth Advisors, LLC | 8,331 | +2,153 | $666.7K | +$258.9K | 34.8% |
| Crescent Grove Advisors, LLC | 5,727 | +2,695 | $458.3K | +$258.2K | 88.9% |
| GREENLEAF TRUST | 16,974 | +229 | $1.4M | +$253.1K | 1.4% |
| FOUNDERS FINANCIAL SECURITIES LLC | 14,558 | +658 | $1.2M | +$247.5K | 4.7% |
| CIBC Private Wealth Group LLC | 5,634 | +2,531 | $450.9K | +$246.1K | 81.6% |
| Smartleaf Asset Management LLC | 10,251 | +1,454 | $825.4K | +$245.5K | 16.5% |
| Snowden Capital Advisors LLC | 14,706 | +576 | $1.2M | +$244.2K | 4.1% |
| TD PRIVATE CLIENT WEALTH LLC | 7,233 | +2,055 | $578.8K | +$237.1K | 39.7% |
| Americana Partners, LLC | 16,108 | +120 | $1.3M | +$233.8K | 0.8% |
| Columbia Asset Management | 10,090 | +1,353 | $807.5K | +$230.8K | 15.5% |
| Cadence Wealth Management LLC | 15,153 | +237 | $1.2M | +$228.1K | 1.6% |
| Envestnet Portfolio Solutions, Inc. | 6,527 | +2,004 | $522.4K | +$223.8K | 44.3% |
| Net Worth Advisory Group | 11,431 | +960 | $914.9K | +$223.7K | 9.2% |
| PROFUND ADVISORS LLC | 11,167 | +979 | $893.7K | +$221.2K | 9.6% |
| Sowell Financial Services LLC | 12,658 | +661 | $1.0M | +$221.1K | 5.5% |
| Gotham Asset Management, LLC | 14,022 | +358 | $1.1M | +$220.2K | 2.6% |
| HB Wealth Management, LLC | 6,082 | +2,019 | $486.8K | +$218.6K | 49.7% |
| CHESAPEAKE CAPITAL CORP /IL/ | 14,752 | +132 | $1.2M | +$215.5K | 0.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 7,271 | +1,682 | $581.9K | +$213.0K | 30.1% |
| Essex Financial Services, Inc. | 9,509 | +1,077 | $761.0K | +$204.4K | 12.8% |
| American Capital Advisory, LLC | 13,492 | +132 | $1.1M | +$197.9K | 1.0% |
| Cohen Investment Advisors LLC | 7,247 | +1,428 | $580.0K | +$195.9K | 24.5% |
| Frank, Rimerman Advisors LLC | 13,064 | +173 | $1.0M | +$194.6K | 1.3% |
| AMG National Trust Bank | 6,951 | +1,450 | $556.3K | +$193.2K | 26.4% |
| SUMMITRY LLC | 6,479 | +1,538 | $518.5K | +$192.4K | 31.1% |
| Versant Capital Management, Inc | 7,446 | +1,279 | $595.9K | +$188.8K | 20.7% |
| Delta Investment Management, LLC | 12,365 | +185 | $989.6K | +$185.6K | 1.5% |
| BAILARD, INC. | 12,306 | +128 | $984.8K | +$181.0K | 1.1% |
| Arax Advisory Partners | 5,118 | +1,603 | $409.6K | +$177.5K | 45.6% |
| ALLIUM FINANCIAL ADVISORS, LLC | 6,736 | +2,568 | $450.6K | +$175.5K | 61.6% |
| CLOVERFIELDS CAPITAL GROUP, LP | 10,784 | +319 | $863.0K | +$172.2K | 3.0% |
| Merit Financial Group, LLC | 7,754 | +951 | $620.5K | +$171.5K | 14.0% |
| Beacon Pointe Advisors, LLC | 4,702 | +1,545 | $376.3K | +$167.9K | 48.9% |
| Dorsey & Whitney Trust CO LLC | 6,911 | +1,021 | $553.1K | +$164.3K | 17.3% |
| IVC Wealth Advisors LLC | 10,963 | +129 | $877.4K | +$162.2K | 1.2% |
| Kathmere Capital Management, LLC | 6,969 | +974 | $557.7K | +$162.0K | 16.2% |
| Florida Trust Wealth Management Co | 10,664 | +154 | $853.4K | +$159.7K | 1.5% |
| Redwood Wealth Management Group, LLC | 9,973 | +300 | $798.1K | +$159.6K | 3.1% |
| AE Wealth Management LLC | 10,040 | +213 | $803.5K | +$154.8K | 2.2% |
| COMMERCE BANK | 6,378 | +969 | $510.4K | +$153.4K | 17.9% |
| Avior Wealth Management, LLC | 5,768 | +1,075 | $461.6K | +$151.8K | 22.9% |
| One Wealth Advisors, LLC | 8,030 | +587 | $642.6K | +$151.3K | 7.9% |
| Checchi Capital Advisers, LLC | 9,990 | +155 | $799.5K | +$150.3K | 1.6% |
| Parallel Advisors, LLC | 6,423 | +912 | $514.1K | +$150.3K | 16.5% |
| KW WEALTH MANAGEMENT LLC | 10,342 | +46 | $827.7K | +$148.0K | 0.4% |
| Pure Financial Advisors, LLC | 5,344 | +1,056 | $427.7K | +$144.6K | 24.6% |
| Visionary Wealth Advisors | 4,282 | +1,055 | $342.7K | +$129.7K | 32.7% |
| Miracle Mile Advisors, LLC | 5,897 | +674 | $472.0K | +$127.2K | 12.9% |
| LongView Wealth Management | 7,422 | +13 | $615.1K | +$126.1K | 0.2% |
| New Millennium Group LLC | 2,794 | +1,279 | $223.6K | +$123.6K | 84.4% |
| Legacy Wealth Asset Management, LLC | 8,414 | +10 | $673.4K | +$118.6K | 0.1% |
| GAMMA Investing LLC | 3,479 | +1,042 | $278.4K | +$117.6K | 42.8% |
| StoneX Group Inc. | 5,219 | +609 | $417.7K | +$113.3K | 13.2% |
| Foster Victor Wealth Advisors, LLC | 4,397 | +449 | $374.3K | +$113.3K | 11.4% |
| Kingsview Wealth Management, LLC | 5,378 | +543 | $430.4K | +$111.3K | 11.2% |
| Westend Capital Management, LLC | 1,596 | +1,346 | $127.7K | +$111.2K | 538.4% |
| XML Financial, LLC | 6,615 | +200 | $529.4K | +$105.9K | 3.1% |
| KDT Advisors, LLC | 6,151 | +295 | $492.3K | +$105.7K | 5.0% |
| OneDigital Investment Advisors LLC | 6,267 | +232 | $501.6K | +$103.2K | 3.8% |
| CARY STREET PARTNERS FINANCIAL LLC | 4,315 | +600 | $345.3K | +$100.1K | 16.1% |
| Wealth Quarterback LLC | 6,532 | +118 | $522.8K | +$99.4K | 1.8% |
| Solstein Capital, LLC | 4,368 | +575 | $349.6K | +$99.2K | 15.2% |
| Purkiss Capital Advisors LLC | 5,548 | +312 | $444.0K | +$98.4K | 6.0% |
| Mutual Advisors, LLC | 8,239 | +262 | $659.4K | +$96.0K | 3.3% |
| Hilltop Holdings Inc. | 4,664 | +440 | $373.2K | +$94.4K | 10.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,722 | +423 | $377.9K | +$94.1K | 9.8% |
| Jaffetilchin Investment Partners, LLC | 5,736 | +137 | $459.1K | +$89.5K | 2.4% |
| ROTHSCHILD INVESTMENT LLC | 6,261 | +5 | $501.1K | +$88.1K | 0.1% |
| Rossby Financial, LCC | 6,199 | +32 | $496.1K | +$87.3K | 0.5% |
| AlphaCore Capital LLC | 5,234 | +200 | $418.9K | +$86.6K | 4.0% |
| Hilltop National Bank | 1,700 | +947 | $136.1K | +$86.3K | 125.8% |
| Bridgewater Advisors Inc. | 4,090 | +82 | $363.4K | +$85.8K | 2.0% |
| NATIXIS ADVISORS, LLC | 1,587,387 | +938,687 | $127.0K | +$84.2K | 144.7% |
| Dynasty Wealth Management, LLC | 4,393 | +314 | $351.6K | +$82.3K | 7.7% |
| Wedmont Private Capital | 3,780 | +147 | $320.9K | +$80.2K | 4.0% |
| Aspen Wealth Strategies, LLC | 5,577 | +7 | $446.3K | +$78.7K | 0.1% |
| FIDUCIARY FINANCIAL GROUP, LLC | 5,009 | +117 | $400.9K | +$77.9K | 2.4% |
| SPROTT INC. | 4,607 | +190 | $368.7K | +$77.1K | 4.3% |
| IHT Wealth Management, LLC | 5,469 | +5 | $437.7K | +$77.0K | 0.1% |
| Walker Asset Management, LLC | 4,746 | +150 | $379.8K | +$76.4K | 3.3% |
| Ballentine Partners, LLC | 4,450 | +203 | $356.1K | +$75.8K | 4.8% |
| PRINCIPAL SECURITIES, INC. | 3,252 | +421 | $260.2K | +$73.4K | 14.9% |
| Manchester Capital Management LLC | 1,213 | +833 | $97.1K | +$72.0K | 219.2% |
| HighPoint Advisor Group LLC | 3,440 | +355 | $275.3K | +$71.7K | 11.5% |
| Thrive Wealth Management, LLC | 3,525 | +336 | $282.1K | +$71.6K | 10.5% |
| LAZARD ASSET MANAGEMENT LLC | 4,326 | +152 | $346.2K | +$70.7K | 3.6% |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,548 | +285 | $283.9K | +$68.6K | 8.7% |
| MONECO Advisors, LLC | 3,911 | +192 | $313.0K | +$67.5K | 5.2% |
| EverSource Wealth Advisors, LLC | 3,590 | +214 | $287.3K | +$64.5K | 6.3% |
| Rakuten Securities, Inc. | 3,823 | +146 | $306.0K | +$63.2K | 4.0% |
| Rosenberg Matthew Hamilton | 1,272 | +642 | $101.8K | +$60.2K | 101.9% |
| Inspire Investing, LLC | 4,166 | +9 | $333.4K | +$59.0K | 0.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 749 | +685 | $59.9K | +$55.7K | 1070.3% |
| Keystone Financial Group | 3,492 | +100 | $279.5K | +$55.6K | 2.9% |
| LRI Investments, LLC | 3,840 | +12 | $307.3K | +$54.6K | 0.3% |
| Dunhill Financial, LLC | 1,921 | +399 | $153.8K | +$53.3K | 26.2% |
| PRIVATE TRUST CO NA | 1,913 | +396 | $153.1K | +$53.0K | 26.1% |
| MATHER GROUP, LLC. | 3,060 | +132 | $244.9K | +$51.6K | 4.5% |
| Marks Group Wealth Management, Inc | 3,654 | +5 | $292.4K | +$51.6K | 0.1% |
| Ascent Group, LLC | 3,340 | +48 | $267.3K | +$50.0K | 1.4% |
| Coastline Trust Co | 695 | +605 | $55.6K | +$49.7K | 672.2% |
| Sound Income Strategies, LLC | 932 | +470 | $79.4K | +$48.4K | 101.7% |
| Bruce G. Allen Investments, LLC | 1,690 | +374 | $135.3K | +$48.4K | 28.4% |
| Cornerstone Planning Group LLC | 278 | +228 | $26.0K | +$24.9K | 456.0% |
| NISA INVESTMENT ADVISORS, LLC | 1,136 | +136 | $90.9K | +$24.9K | 13.6% |
| Nemes Rush Group LLC | 1,623 | +21 | $129.9K | +$24.1K | 1.3% |
| ALBION FINANCIAL GROUP /UT | 1,213 | +100 | $97.1K | +$23.6K | 9.0% |
| Transamerica Financial Advisors, LLC | 521 | +203 | $41.7K | +$20.8K | 63.8% |
| BAILLIE GIFFORD & CO | 524 | +177 | $41.9K | +$19.0K | 51.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 772 | +124 | $61.8K | +$19.0K | 19.1% |
| UMB Bank, n.a. | 1,059 | +22 | $84.8K | +$16.3K | 2.1% |
| FIRST HORIZON CORP | 977 | +18 | $78.2K | +$14.9K | 1.9% |
| WealthCollab, LLC | 873 | +34 | $69.9K | +$14.5K | 4.0% |
| Clearstead Advisors, LLC | 256 | +154 | $20.5K | +$13.8K | 151.0% |
| Glen Eagle Advisors, LLC | 452 | +110 | $36.2K | +$13.6K | 32.2% |
| SJS Investment Consulting Inc. | 215 | +148 | $17.2K | +$12.8K | 220.9% |
| Abound Wealth Management | 164 | +156 | $13.1K | +$12.6K | 1950.0% |
| BFSG, LLC | 702 | +15 | $56.2K | +$10.8K | 2.2% |
| YANKCOM Partnership | 185 | +107 | $14.8K | +$9.7K | 137.2% |
| TD Capital Management LLC | 285 | +80 | $22.8K | +$9.3K | 39.0% |
| Triumph Capital Management | 589 | +14 | $47.1K | +$9.2K | 2.4% |
| Bell Investment Advisors, Inc | 237 | +88 | $19.0K | +$9.1K | 59.1% |
| TOTH FINANCIAL ADVISORY CORP | 617 | +2 | $49.4K | +$8.8K | 0.3% |
| BARCLAYS PLC | 348,969 | +40,723 | $20.4M | +$8.0K | 13.2% |
| Retirement Wealth Solutions LLC | 113 | +94 | $9.0K | +$7.8K | 494.7% |
| MJT & Associates Financial Advisory Group, Inc. | 128 | +64 | $10.2K | +$6.0K | 100.0% |
| North Star Investment Management Corp. | 346 | +14 | $27.7K | +$5.8K | 4.2% |
| HIGHLINE WEALTH PARTNERS LLC | 229 | +33 | $18.3K | +$5.4K | 16.8% |
| CWM, LLC | 88,413 | +62,599 | $7.1K | +$5.4K | 242.5% |
| Washington Trust Advisors, Inc. | 154 | +31 | $12.3K | +$4.2K | 25.2% |
| SG Americas Securities, LLC | 112,438 | +29,295 | $9.0K | +$3.5K | 35.2% |
| True Wealth Design, LLC | 186 | +12 | $14.9K | +$3.4K | 6.9% |
| Bare Financial Services, Inc | 43 | +38 | $3.4K | +$3.1K | 760.0% |
| FINANCIAL CONSULATE, INC | 75 | +28 | $6.0K | +$2.9K | 59.6% |
| COHEN & STEERS, INC. | 137,317 | +9,062 | $11.0K | +$2.5K | 7.1% |
| Lavaca Capital LLC | 120 | +10 | $9.6K | +$2.3K | 9.1% |
| SouthState Corp | 31 | +26 | $2.5K | +$2.2K | 520.0% |
| Cambridge Investment Research Advisors, Inc. | 92,552 | +10,319 | $7.4K | +$2.0K | 12.5% |
| Physician Wealth Advisors, Inc. | 73 | +14 | $5.8K | +$1.9K | 23.7% |
| Westside Investment Management, Inc. | 40 | +16 | $3.2K | +$1.6K | 66.7% |
| WPG Advisers, LLC | 72 | +9 | $5.8K | +$1.6K | 14.3% |
| Janney Montgomery Scott LLC | 110,898 | +306 | $8.9K | +$1.6K | 0.3% |
| HANTZ FINANCIAL SERVICES, INC. | 37,199 | +15,892 | $3.0K | +$1.6K | 74.6% |
| Thrivent Financial for Lutherans | 32,072 | +14,006 | $2.6K | +$1.4K | 77.5% |
| TLS Advisors LLC | 73,592 | +2,270 | $5.9K | +$1.2K | 3.2% |
| Stone House Investment Management, LLC | 47 | +7 | $3.8K | +$1.1K | 17.5% |
| N.E.W. Advisory Services LLC | 51 | +1 | $4.1K | +$781 | 2.0% |
| Community Bank & Trust, Waco, Texas | 32,027 | +2,449 | $2.6K | +$611 | 8.3% |
| WEDBUSH SECURITIES INC | 12,109 | +5,718 | $969 | +$547 | 89.5% |
| ACADIAN ASSET MANAGEMENT LLC | 12,710 | +4,914 | $1.0K | +$503 | 63.0% |
| NEVILLE RODIE & SHAW INC | 30,200 | +500 | $2.4K | +$457 | 1.7% |
| LaSalle St. Investment Advisors, LLC | 7,362 | +1,807 | $589 | +$223 | 32.5% |
| PEAPACK GLADSTONE FINANCIAL CORP | 14,312 | +9 | $1.1K | +$201 | 0.1% |
| X-Square Capital, LLC | 7,493 | +350 | $600 | +$128 | 4.9% |
| Lester Murray Antman dba SimplyRich | 6,791 | +201 | $543 | +$108 | 3.0% |
| BESSEMER GROUP INC | 4,338 | +492 | $347 | +$93 | 12.8% |
| Euro Pacific Asset Management, LLC | 47,788 | +55 | $2.8K | +$36 | 0.1% |