13F QoQ Ownership Changes
RTX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 439 new · 1185 added · 1637 reduced · 184 exited
New Positions(439)
Added To(1185)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 124,986,171 | +2,210,950 | $22.92B | +$2.38B | 1.8% |
| BlackRock, Inc. | 104,920,146 | +3,768,201 | $19.24B | +$2.32B | 3.7% |
| NORGES BANK | 17,271,681 | +4,645,183 | $3.17B | +$1.64B | 36.8% |
| STATE STREET CORP | 91,884,588 | +630,558 | $16.85B | +$1.58B | 0.7% |
| JPMORGAN CHASE & CO | 32,110,396 | +1,960,444 | $5.89B | +$844.1M | 6.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 30,319,882 | +677,071 | $5.55B | +$607.5M | 2.3% |
| MORGAN STANLEY | 29,783,584 | +105,069 | $5.46B | +$496.2M | 0.3% |
| Fisher Asset Management, LLC | 21,800,188 | +625,994 | $4.00B | +$455.1M | 3.0% |
| Amundi | 4,402,120 | +1,450,596 | $807.3M | +$309.1M | 49.1% |
| Artisan Partners Limited Partnership | 1,723,710 | +1,618,933 | $316.1M | +$298.6M | 1545.1% |
| GOLDMAN SACHS GROUP INC | 10,998,689 | +590,981 | $2.02B | +$275.6M | 5.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 6,717,600 | +931,189 | $1.23B | +$263.8M | 16.1% |
| Bank of New York Mellon Corp | 8,412,785 | +369,663 | $1.54B | +$197.0M | 4.6% |
| FMR LLC | 7,040,183 | +386,706 | $1.29B | +$177.8M | 5.8% |
| Invesco Ltd. | 9,134,677 | +48,070 | $1.68B | +$154.8M | 0.5% |
| CAPITAL FUND MANAGEMENT S.A. | 1,074,336 | +683,402 | $197.0M | +$131.6M | 174.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,719,370 | +327,809 | $865.5M | +$130.7M | 7.5% |
| FIRST TRUST ADVISORS LP | 1,159,891 | +669,203 | $212.7M | +$130.6M | 136.4% |
| 1832 Asset Management L.P. | 1,094,286 | +640,457 | $200.7M | +$124.8M | 141.1% |
| Capital Wealth Planning, LLC | 4,290,398 | +256,384 | $793.7M | +$118.7M | 6.3% |
| Point72 Asset Management, L.P. | 672,931 | +598,437 | $123.4M | +$111.0M | 803.3% |
| SEI INVESTMENTS CO | 1,120,436 | +516,467 | $205.5M | +$104.4M | 85.5% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 738,812 | +530,039 | $135.5M | +$100.6M | 253.9% |
| RAYMOND JAMES FINANCIAL INC | 5,332,888 | +79,706 | $978.5M | +$99.6M | 1.5% |
| JENNISON ASSOCIATES LLC | 1,003,143 | +493,288 | $184.0M | +$98.7M | 96.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2,856,214 | +155,766 | $534.8M | +$83.0M | 5.8% |
| TORONTO DOMINION BANK | 869,195 | +372,279 | $159.4M | +$76.3M | 74.9% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,142,869 | +341,834 | $209.6M | +$75.6M | 42.7% |
| CREDIT AGRICOLE S A | 426,446 | +385,217 | $78.2M | +$71.3M | 934.3% |
| Qube Research & Technologies Ltd | 787,249 | +328,149 | $144.4M | +$67.6M | 71.5% |
| LPL Financial LLC | 2,633,651 | +121,570 | $483.0M | +$62.7M | 4.8% |
| PRUDENTIAL FINANCIAL INC | 1,086,126 | +255,200 | $199.2M | +$60.2M | 30.7% |
| AQR CAPITAL MANAGEMENT LLC | 1,243,738 | +223,898 | $228.0M | +$59.0M | 21.9% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 624,631 | +288,438 | $110.8M | +$54.6M | 85.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,710,539 | +61,204 | $497.1M | +$53.8M | 2.3% |
| Voya Investment Management LLC | 1,647,105 | +156,164 | $302.1M | +$52.6M | 10.5% |
| PANAGORA ASSET MANAGEMENT INC | 303,884 | +285,024 | $55.7M | +$52.6M | 1511.3% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 391,150 | +275,952 | $71.7M | +$52.5M | 239.5% |
| D. E. Shaw & Co., Inc. | 804,117 | +202,435 | $147.5M | +$46.8M | 33.6% |
| STIFEL FINANCIAL CORP | 2,129,178 | +72,033 | $390.5M | +$46.3M | 3.5% |
| TRUIST FINANCIAL CORP | 2,315,021 | +53,045 | $424.6M | +$46.1M | 2.3% |
| BARCLAYS PLC | 3,864,070 | +219,395 | $564.2M | -$45.6M | 6.0% |
| Caisse de depot et placement du Quebec | 499,361 | +212,471 | $91.6M | +$43.6M | 74.1% |
| Zurich Insurance Group Ltd/FI | 747,591 | +187,495 | $137.1M | +$43.4M | 33.5% |
| BANK OF MONTREAL /CAN/ | 1,657,410 | +91,402 | $305.0M | +$42.9M | 5.8% |
| MARSHALL WACE, LLP | 521,609 | +205,298 | $95.7M | +$42.7M | 64.9% |
| LAZARD ASSET MANAGEMENT LLC | 275,264 | +221,570 | $50.5M | +$41.5M | 412.6% |
| Quantinno Capital Management LP | 813,466 | +167,416 | $149.2M | +$41.1M | 25.9% |
| Freestone Grove Partners LP | 268,799 | +200,260 | $49.3M | +$37.8M | 292.2% |
| Vontobel Holding Ltd. | 235,066 | +196,728 | $43.1M | +$36.7M | 513.1% |
| PRINCIPAL FINANCIAL GROUP INC | 1,733,329 | +40,005 | $317.9M | +$34.5M | 2.4% |
| Cerity Partners LLC | 1,207,620 | +79,950 | $221.5M | +$32.8M | 7.1% |
| JONES FINANCIAL COMPANIES LLLP | 942,867 | +86,728 | $172.9M | +$32.4M | 10.1% |
| Walleye Capital LLC | 466,446 | +147,678 | $85.5M | +$32.2M | 46.3% |
| Rakuten Investment Management, Inc. | 176,284 | +70,713 | $32.5M | +$29.7M | 67.0% |
| CapWealth Advisors, LLC | 327,507 | +160,234 | $57.4M | +$29.4M | 95.8% |
| AVIVA PLC | 1,121,165 | +59,632 | $205.6M | +$28.0M | 5.6% |
| ING GROEP NV | 309,675 | +136,633 | $56.8M | +$27.8M | 79.0% |
| Korea Investment CORP | 1,006,050 | +54,951 | $184.5M | +$25.4M | 5.8% |
| BANK OF NOVA SCOTIA | 434,838 | +108,748 | $79.7M | +$25.2M | 33.3% |
| CIBC Asset Management Inc | 355,992 | +113,413 | $65.3M | +$24.7M | 46.8% |
| MAVERICK CAPITAL LTD | 1,368,842 | +9,257 | $251.0M | +$23.5M | 0.7% |
| Woodline Partners LP | 220,841 | +108,957 | $40.5M | +$21.8M | 97.4% |
| AE Wealth Management LLC | 218,049 | +106,505 | $40.0M | +$21.3M | 95.5% |
| Russell Investments Group, Ltd. | 893,455 | +38,920 | $163.9M | +$20.9M | 4.5% |
| DANSKE BANK A/S | 1,018,280 | +23,226 | $186.8M | +$20.3M | 2.3% |
| NewEdge Advisors, LLC | 282,578 | +93,107 | $51.8M | +$20.1M | 49.1% |
| Walleye Trading LLC | 423,349 | +77,457 | $77.6M | +$19.8M | 22.4% |
| Man Group plc | 138,180 | +103,279 | $25.3M | +$19.5M | 295.9% |
| Rockefeller Capital Management L.P. | 603,611 | +57,631 | $110.7M | +$19.4M | 10.6% |
| AdviceOne Advisory Services, LLC | 618,452 | +55,437 | $113.4M | +$19.2M | 9.8% |
| HUNTINGTON NATIONAL BANK | 891,498 | +27,095 | $163.5M | +$18.9M | 3.1% |
| Squarepoint Ops LLC | 668,677 | +48,374 | $122.6M | +$18.8M | 7.8% |
| Gladstone Capital Management LLP | 650,965 | +41,897 | $119.4M | +$17.5M | 6.9% |
| Mariner, LLC | 461,312 | +59,181 | $84.6M | +$17.3M | 14.7% |
| FIRST NATIONAL BANK OF OMAHA | 150,378 | +88,332 | $27.6M | +$17.3M | 142.4% |
| Creative Planning | 616,669 | +43,836 | $113.1M | +$17.2M | 7.7% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 406,273 | +63,291 | $74.5M | +$17.1M | 18.4% |
| IEQ CAPITAL, LLC | 140,104 | +86,950 | $25.7M | +$16.8M | 163.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 745,859 | +3,212 | $142.5M | +$16.8M | 0.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 114,860 | +84,333 | $21.1M | +$16.0M | 276.3% |
| Cetera Investment Advisers | 608,483 | +35,536 | $111.6M | +$15.7M | 6.2% |
| Badgley Phelps Wealth Managers, LLC | 98,168 | +82,592 | $18.0M | +$15.4M | 530.3% |
| Empowered Funds, LLC | 208,600 | +70,466 | $38.3M | +$15.1M | 51.0% |
| Allianz Asset Management GmbH | 259,594 | +65,441 | $47.6M | +$15.1M | 33.7% |
| US BANCORP \DE\ | 923,047 | +227 | $169.3M | +$14.9M | 0.0% |
| MAI Capital Management | 564,972 | +27,556 | $103.6M | +$13.7M | 5.1% |
| Parallax Volatility Advisers, L.P. | 339,200 | +49,100 | $62.2M | +$13.7M | 16.9% |
| TD Asset Management Inc | 548,334 | +25,132 | $100.6M | +$13.0M | 4.8% |
| Aberdeen Group plc | 619,893 | +4,549 | $113.7M | +$13.0M | 0.7% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 129,740 | +64,834 | $23.8M | +$12.9M | 99.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 174,474 | +58,010 | $32.0M | +$12.5M | 49.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 83,567 | +65,716 | $15.3M | +$12.3M | 368.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 715,069 | +4,286 | $131.1M | +$12.2M | 0.6% |
| Pictet Asset Management Holding SA | 585,572 | +12,520 | $107.4M | +$11.5M | 2.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 237,525 | +45,172 | $43.6M | +$11.4M | 23.5% |
| Investment Management Corp of Ontario | 131,753 | +55,044 | $24.2M | +$11.3M | 71.8% |
| Chevy Chase Trust Holdings, LLC | 694,864 | +727 | $127.4M | +$11.3M | 0.1% |
| WHITTIER TRUST CO | 427,462 | +4,296 | $81.4M | +$10.9M | 1.0% |
| ALLSTATE CORP | 102,518 | +53,831 | $18.8M | +$10.7M | 110.6% |
| Mitsubishi UFJ Trust & Banking Corp | 590,580 | +5,781 | $108.3M | +$10.5M | 1.0% |
| SEGALL BRYANT & HAMILL, LLC | 126,322 | +49,641 | $23.2M | +$10.3M | 64.7% |
| UMB Bank, n.a. | 168,301 | +45,056 | $30.9M | +$10.2M | 36.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 299,909 | +28,562 | $55.6M | +$10.2M | 10.5% |
| Mirae Asset Global Investments Co., Ltd. | 237,391 | +37,700 | $43.5M | +$10.1M | 18.9% |
| ZACKS INVESTMENT MANAGEMENT | 240,901 | +33,452 | $44.2M | +$9.5M | 16.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 539,877 | +4,472 | $99.0M | +$9.4M | 0.8% |
| MML INVESTORS SERVICES, LLC | 415,911 | +15,510 | $76.3M | +$9.3M | 3.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 549,136 | +1,569 | $100.7M | +$9.1M | 0.3% |
| Clark Capital Management Group, Inc. | 516,102 | +3,650 | $94.7M | +$8.9M | 0.7% |
| NOMURA ASSET MANAGEMENT CO LTD | 454,827 | +8,781 | $83.4M | +$8.8M | 2.0% |
| Concurrent Investment Advisors, LLC | 113,039 | +39,854 | $20.7M | +$8.5M | 54.5% |
| Advisors Capital Management, LLC | 407,416 | +8,993 | $74.7M | +$8.1M | 2.3% |
| Czech National Bank | 353,541 | +13,579 | $64.8M | +$8.0M | 4.0% |
| &PARTNERS | 246,311 | +23,164 | $45.2M | +$7.8M | 10.4% |
| BLAIR WILLIAM & CO/IL | 376,802 | +9,483 | $69.1M | +$7.6M | 2.6% |
| ProShare Advisors LLC | 246,536 | +21,650 | $45.2M | +$7.6M | 9.6% |
| Robeco Institutional Asset Management B.V. | 325,621 | +13,270 | $59.7M | +$7.5M | 4.2% |
| NISA INVESTMENT ADVISORS, LLC | 384,480 | +7,581 | $70.5M | +$7.4M | 2.0% |
| CIBC WORLD MARKET INC. | 243,672 | +20,737 | $44.7M | +$7.4M | 9.3% |
| GENERAL AMERICAN INVESTORS CO INC | 192,200 | +27,200 | $34.9M | +$7.3M | 16.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 360,360 | +6,895 | $66.1M | +$6.9M | 1.9% |
| Balyasny Asset Management L.P. | 57,486 | +35,429 | $10.5M | +$6.9M | 160.6% |
| DARK FOREST CAPITAL MANAGEMENT LP | 40,959 | +36,868 | $7.5M | +$6.8M | 901.2% |
| Associated Banc-Corp | 359,025 | +5,740 | $65.8M | +$6.7M | 1.6% |
| Rafferty Asset Management, LLC | 339,615 | +7,401 | $62.3M | +$6.7M | 2.2% |
| QRG CAPITAL MANAGEMENT, INC. | 185,930 | +20,780 | $34.1M | +$6.5M | 12.6% |
| Kestra Advisory Services, LLC | 287,672 | +10,297 | $52.8M | +$6.3M | 3.7% |
| CAPTRUST FINANCIAL ADVISORS | 303,566 | +6,993 | $55.7M | +$6.0M | 2.4% |
| NWAM LLC | 38,974 | +35,602 | $6.6M | +$6.0M | 1055.8% |
| FEDERATED HERMES, INC. | 245,088 | +12,277 | $44.9M | +$6.0M | 5.3% |
| Vestmark Advisory Solutions, Inc. | 60,365 | +29,877 | $11.1M | +$6.0M | 98.0% |
| Steward Partners Investment Advisory, LLC | 190,806 | +17,286 | $35.0M | +$6.0M | 10.0% |
| NEOS Investment Management LLC | 185,389 | +17,281 | $34.0M | +$5.9M | 10.3% |
| Townsend & Associates, Inc | 137,121 | +521 | $27.4M | +$5.8M | 0.4% |
| MUFG Securities EMEA plc | 54,966 | +29,345 | $10.1M | +$5.8M | 114.5% |
| Federation des caisses Desjardins du Quebec | 208,487 | +12,653 | $38.2M | +$5.5M | 6.5% |
| Williams Jones Wealth Management, LLC. | 126,157 | +20,027 | $23.1M | +$5.4M | 18.9% |
| MILESTONE ASSET MANAGEMENT, LLC | 31,696 | +28,346 | $5.8M | +$5.3M | 846.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 68,319 | +18,435 | $12.5M | +$5.2M | 37.0% |
| Vanguard Personalized Indexing Management, LLC | 212,944 | +10,426 | $39.1M | +$5.1M | 5.1% |
| TD Waterhouse Canada Inc. | 169,171 | +13,413 | $31.0M | +$5.0M | 8.6% |
| CAPITAL INTERNATIONAL SARL | 63,987 | +23,393 | $11.7M | +$4.9M | 57.6% |
| XPONANCE, INC. | 189,438 | +11,267 | $34.7M | +$4.9M | 6.3% |
| Voleon Capital Management LP | 51,908 | +24,322 | $9.5M | +$4.9M | 88.2% |
| NATIXIS | 200,484 | +9,704 | $36.8M | +$4.8M | 5.1% |
| Erste Asset Management GmbH | 32,689 | +25,155 | $6.0M | +$4.8M | 333.9% |
| Wealthfront Advisers LLC | 137,733 | +14,583 | $25.3M | +$4.7M | 11.8% |
| Golden State Wealth Management, LLC | 30,467 | +24,786 | $5.6M | +$4.6M | 436.3% |
| Carnegie Investment Counsel | 233,889 | +4,755 | $42.9M | +$4.6M | 2.1% |
| Graham Capital Management, L.P. | 30,890 | +24,000 | $5.7M | +$4.5M | 348.3% |
| Vinva Investment Management Ltd | 40,722 | +22,305 | $7.5M | +$4.5M | 121.1% |
| Chesley Taft & Associates LLC | 122,734 | +14,791 | $22.5M | +$4.4M | 13.7% |
| Skandinaviska Enskilda Banken AB (publ) | 226,882 | +4,236 | $41.6M | +$4.4M | 1.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 231,046 | +3,896 | $42.4M | +$4.4M | 1.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 205,010 | +6,215 | $37.6M | +$4.3M | 3.1% |
| BRAUN STACEY ASSOCIATES INC | 190,994 | +7,493 | $35.0M | +$4.3M | 4.1% |
| Arkadios Wealth Advisors | 78,428 | +18,286 | $14.4M | +$4.3M | 30.4% |
| Pathstone Holdings, LLC | 190,890 | +7,476 | $35.0M | +$4.3M | 4.1% |
| Foundations Investment Advisors, LLC | 128,986 | +13,183 | $23.7M | +$4.3M | 11.4% |
| Callan Family Office, LLC | 120,888 | +13,698 | $22.2M | +$4.2M | 12.8% |
| NorthCrest Asset Manangement, LLC | 220,916 | +53 | $41.6M | +$4.2M | 0.0% |
| Generali Asset Management SPA SGR | 31,250 | +22,087 | $5.7M | +$4.2M | 241.0% |
| Stanley-Laman Group, Ltd. | 80,314 | +16,756 | $14.7M | +$4.1M | 26.4% |
| Robertson Stephens Wealth Management, LLC | 44,778 | +20,039 | $8.2M | +$4.1M | 81.0% |
| Royal Fund Management, LLC | 54,653 | +18,766 | $10.0M | +$4.0M | 52.3% |
| Meiji Yasuda Asset Management Co Ltd. | 30,091 | +20,911 | $5.5M | +$4.0M | 227.8% |
| Kovack Advisors, Inc. | 53,844 | +18,150 | $9.9M | +$3.9M | 50.8% |
| ARS Investment Partners, LLC | 212,170 | +2,862 | $38.9M | +$3.9M | 1.4% |
| DEPRINCE RACE & ZOLLO INC | 231,565 | +154 | $42.5M | +$3.7M | 0.1% |
| Security National Bank | 71,452 | +15,468 | $13.1M | +$3.7M | 27.6% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 219,861 | +1,141 | $40.3M | +$3.7M | 0.5% |
| GROUP ONE TRADING LLC | 21,536 | +20,131 | $3.9M | +$3.7M | 1432.8% |
| DAYMARK WEALTH PARTNERS, LLC | 178,342 | +5,011 | $32.7M | +$3.7M | 2.9% |
| Thomasville National Bank | 210,173 | +1,442 | $38.5M | +$3.6M | 0.7% |
| Utah Retirement Systems | 221,049 | +55 | $40.5M | +$3.6M | 0.0% |
| ABN AMRO Bank N.V. | 42,659 | +16,831 | $7.8M | +$3.5M | 65.2% |
| Private Advisor Group, LLC | 172,941 | +4,238 | $31.7M | +$3.5M | 2.5% |
| RWA WEALTH PARTNERS, LLC | 208,357 | +447 | $38.2M | +$3.4M | 0.2% |
| Vise Technologies, Inc. | 42,696 | +16,186 | $7.8M | +$3.4M | 61.0% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 183,761 | +2,049 | $33.7M | +$3.3M | 1.1% |
| Bleakley Financial Group, LLC | 66,575 | +13,302 | $12.2M | +$3.3M | 25.0% |
| Busey Bank | 200,091 | +325 | $36.7M | +$3.3M | 0.2% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 177,712 | +2,353 | $32.6M | +$3.2M | 1.3% |
| Axecap Investments, LLC | 22,967 | +16,913 | $4.2M | +$3.2M | 279.4% |
| One River Asset Management, LLC | 22,000 | +16,800 | $4.0M | +$3.2M | 323.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 172,260 | +1,982 | $31.6M | +$3.1M | 1.2% |
| Stratos Investment Management, LLC | 54,690 | +13,226 | $10.0M | +$3.1M | 31.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 170,799 | +1,891 | $31.3M | +$3.1M | 1.1% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 88,700 | +9,490 | $16.3M | +$3.0M | 12.0% |
| ADELL HARRIMAN & CARPENTER INC | 107,546 | +7,582 | $19.7M | +$3.0M | 7.6% |
| Merit Financial Group, LLC | 112,240 | +6,811 | $20.6M | +$2.9M | 6.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 140,245 | +4,117 | $25.7M | +$2.9M | 3.0% |
| Farther Finance Advisors, LLC | 59,092 | +11,734 | $10.8M | +$2.9M | 24.8% |
| Tidal Investments LLC | 58,452 | +11,358 | $10.7M | +$2.8M | 24.1% |
| Teewinot Capital Advisers, L.L.C. | 38,836 | +13,135 | $7.1M | +$2.8M | 51.1% |
| FineMark National Bank & Trust | 163,935 | +1,062 | $30.1M | +$2.8M | 0.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 157,957 | +901 | $29.0M | +$2.7M | 0.6% |
| Gotham Asset Management, LLC | 147,153 | +1,827 | $27.0M | +$2.7M | 1.3% |
| NewEdge Wealth, LLC | 47,917 | +12,534 | $8.8M | +$2.6M | 35.4% |
| Aptus Capital Advisors, LLC | 115,688 | +4,318 | $21.2M | +$2.6M | 3.9% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 153,507 | +522 | $28.2M | +$2.6M | 0.3% |
| Corient Private Wealth LLC | 2,428,190 | +927,671 | $251.3M | +$2.5M | 61.8% |
| Norinchukin Bank, The | 88,443 | +6,732 | $16.2M | +$2.5M | 8.2% |
| Precision Wealth Strategies, LLC | 18,338 | +13,154 | $3.4M | +$2.5M | 253.7% |
| PRINCIPAL SECURITIES, INC. | 63,274 | +8,830 | $11.6M | +$2.5M | 16.2% |
| Crossmark Global Holdings, Inc. | 122,427 | +2,908 | $22.5M | +$2.5M | 2.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 35,165 | +11,258 | $6.4M | +$2.4M | 47.1% |
| Freemont Management S.A. | 19,000 | +12,600 | $3.5M | +$2.4M | 196.9% |
| Ethic Inc. | 63,824 | +8,268 | $11.7M | +$2.4M | 14.9% |
| Kingsman Wealth Management, Inc. | 28,708 | +11,038 | $5.3M | +$2.3M | 62.5% |
| DAVENPORT & Co LLC | 113,151 | +2,869 | $20.8M | +$2.3M | 2.6% |
| Brookstone Capital Management | 119,122 | +2,273 | $21.8M | +$2.3M | 1.9% |
| BROWN BROTHERS HARRIMAN & CO | 98,997 | +3,419 | $18.2M | +$2.2M | 3.6% |
| Cadence Bank | 131,390 | +92 | $24.1M | +$2.1M | 0.1% |
| Florida Trust Wealth Management Co | 121,803 | +979 | $22.3M | +$2.1M | 0.8% |
| Argent Trust Co | 112,871 | +1,814 | $20.7M | +$2.1M | 1.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | 61,711 | +6,695 | $11.3M | +$2.1M | 12.2% |
| Compound Planning, Inc. | 30,010 | +9,667 | $5.5M | +$2.1M | 47.5% |
| Kera Capital Partners, Inc. | 49,508 | +2,467 | $9.9M | +$2.1M | 5.2% |
| Bey-Douglas LLC | 13,823 | +11,015 | $2.5M | +$2.1M | 392.3% |
| Silvercrest Asset Management Group LLC | 97,415 | +2,958 | $17.9M | +$2.1M | 3.1% |
| WCG Wealth Advisors LLC | 21,098 | +10,235 | $3.9M | +$2.1M | 94.2% |
| Harbour Trust & Investment Management Co | 94,813 | +3,131 | $17.4M | +$2.0M | 3.4% |
| PITTENGER & ANDERSON INC | 115,511 | +1,080 | $21.2M | +$2.0M | 0.9% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 42,107 | +8,031 | $7.7M | +$2.0M | 23.6% |
| Rossmore Private Capital | 76,233 | +4,686 | $14.0M | +$2.0M | 6.5% |
| Cullen/Frost Bankers, Inc. | 119,306 | +397 | $21.9M | +$2.0M | 0.3% |
| W.G. Shaheen & Associates DBA Whitney & Co | 120,414 | +285 | $22.1M | +$2.0M | 0.2% |
| Moors & Cabot, Inc. | 113,713 | +908 | $20.9M | +$2.0M | 0.8% |
| Waverly Advisors, LLC | 50,758 | +6,800 | $9.3M | +$2.0M | 15.5% |
| EASTERN BANK | 83,454 | +3,655 | $15.3M | +$2.0M | 4.6% |
| Pallas Capital Advisors LLC | 33,399 | +8,437 | $6.1M | +$1.9M | 33.8% |
| LAFFER TENGLER INVESTMENTS, INC. | 72,324 | +4,605 | $13.3M | +$1.9M | 6.8% |
| Wealthcare Advisory Partners LLC | 23,457 | +8,918 | $4.3M | +$1.9M | 61.3% |
| Guardian Partners Inc. | 57,633 | +1,162 | $11.3M | +$1.9M | 2.0% |
| Maven Securities LTD | 19,802 | +9,162 | $3.6M | +$1.9M | 86.1% |
| Wealthspire Advisors, LLC | 25,306 | +8,629 | $4.6M | +$1.9M | 51.7% |
| Fortis Group Advisors, LLC | 9,135 | +9,013 | $1.8M | +$1.8M | 7387.7% |
| STRATEGIC PLANNING GROUP, LLC | 69,303 | +4,051 | $12.7M | +$1.8M | 6.2% |
| FIL Ltd | 109,174 | +148 | $20.0M | +$1.8M | 0.1% |
| Milestone Asset Management Group, LLC | 30,011 | +7,738 | $5.5M | +$1.8M | 34.7% |
| STEPHENS INC /AR/ | 103,773 | +293 | $19.1M | +$1.8M | 0.3% |
| Aprio Wealth Management, LLC | 13,407 | +9,091 | $2.5M | +$1.7M | 210.6% |
| Tower Research Capital LLC (TRC) | 25,943 | +7,868 | $4.8M | +$1.7M | 43.5% |
| Nvest Financial, LLC | 23,761 | +8,026 | $4.4M | +$1.7M | 51.0% |
| Venturi Wealth Management, LLC | 103,202 | +351 | $18.9M | +$1.7M | 0.3% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 11,694 | +9,108 | $2.1M | +$1.7M | 352.2% |
| CONNORS INVESTOR SERVICES INC | 99,899 | +622 | $18.3M | +$1.7M | 0.6% |
| AlphaQuest LLC | 10,637 | +8,940 | $2.0M | +$1.7M | 526.8% |
| Advisors Asset Management, Inc. | 100,840 | +228 | $18.5M | +$1.7M | 0.2% |
| Equitable Holdings, Inc. | 88,630 | +1,345 | $16.3M | +$1.6M | 1.5% |
| FIRST MANHATTAN CO. LLC. | 70,779 | +3,014 | $13.0M | +$1.6M | 4.4% |
| PICTON MAHONEY ASSET MANAGEMENT | 8,854 | +8,845 | $1.6M | +$1.6M | 98277.8% |
| MIZUHO SECURITIES USA LLC | 97,626 | +135 | $17.1M | +$1.6M | 0.1% |
| Legacy Trust | 61,475 | +3,728 | $11.3M | +$1.6M | 6.5% |
| Goelzer Investment Management, Inc. | 48,060 | +5,002 | $8.8M | +$1.6M | 11.6% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 30,698 | +6,628 | $5.6M | +$1.6M | 27.5% |
| QVR LLC | 10,312 | +8,481 | $1.9M | +$1.6M | 463.2% |
| HARBOUR INVESTMENTS, INC. | 27,031 | +6,847 | $5.0M | +$1.6M | 33.9% |
| Advisory Services Network, LLC | 57,725 | +3,872 | $10.6M | +$1.6M | 7.2% |
| SPINNAKER TRUST | 86,254 | +1,025 | $15.8M | +$1.6M | 1.2% |
| Savvy Advisors, Inc. | 25,550 | +6,855 | $4.7M | +$1.6M | 36.7% |
| Ashton Thomas Private Wealth, LLC | 79,669 | +1,604 | $14.6M | +$1.5M | 2.0% |
| Trajan Wealth LLC | 18,578 | +7,246 | $3.4M | +$1.5M | 63.9% |
| Canada Post Corp Registered Pension Plan | 35,059 | +4,960 | $6.4M | +$1.5M | 16.5% |
| Integrated Investment Consultants, LLC | 14,704 | +7,396 | $2.7M | +$1.5M | 101.2% |
| Consolidated Planning Corp | 40,795 | +4,786 | $7.5M | +$1.5M | 13.3% |
| Legacy Wealth Management, LLC / MS | 36,624 | +5,184 | $6.7M | +$1.5M | 16.5% |
| Virtue Capital Management, LLC | 54,801 | +47,695 | $2.6M | +$1.5M | 671.2% |
| JB Capital LLC | 87,829 | +126 | $16.1M | +$1.4M | 0.1% |
| BOURGEON CAPITAL MANAGEMENT LLC | 85,794 | +305 | $15.7M | +$1.4M | 0.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 27,514 | +5,820 | $5.0M | +$1.4M | 26.8% |
| Vest Financial, LLC | 39,147 | +4,536 | $7.2M | +$1.4M | 13.1% |
| LOWE BROCKENBROUGH & CO INC | 84,990 | +98 | $15.6M | +$1.4M | 0.1% |
| Renaissance Investment Group LLC | 85,183 | +49 | $15.6M | +$1.4M | 0.1% |
| Prestige Wealth Management Group LLC | 13,019 | +11,098 | $1.7M | +$1.4M | 577.7% |
| Clarity Financial LLC | 64,319 | +1,979 | $11.8M | +$1.4M | 3.2% |
| Lido Advisors, LLC | 303,196 | +2,323 | $51.7M | +$1.4M | 0.8% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 44,263 | +3,750 | $8.1M | +$1.3M | 9.3% |
| Carmel Capital Management L.L.C. | 81,316 | +175 | $14.9M | +$1.3M | 0.2% |
| Atria Investments, Inc | 75,378 | +538 | $13.8M | +$1.3M | 0.7% |
| GABELLI FUNDS LLC | 49,794 | +2,980 | $9.1M | +$1.3M | 6.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 50,100 | +2,816 | $9.2M | +$1.3M | 6.0% |
| GTS SECURITIES LLC | 11,767 | +6,477 | $2.2M | +$1.3M | 122.4% |
| BIP Wealth, LLC | 13,509 | +6,292 | $2.5M | +$1.3M | 87.2% |
| Nordwand Advisors, LLC | 71,823 | +525 | $13.2M | +$1.2M | 0.7% |
| BENJAMIN EDWARDS INC | 72,911 | +358 | $13.4M | +$1.2M | 0.5% |
| Apollon Wealth Management, LLC | 63,843 | +1,188 | $11.7M | +$1.2M | 1.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 39,460 | +3,506 | $7.2M | +$1.2M | 9.8% |
| World Investment Advisors | 62,448 | +5,020 | $10.8M | +$1.2M | 8.7% |
| EVOKE WEALTH, LLC | 20,154 | +5,337 | $3.7M | +$1.2M | 36.0% |
| Fulton Bank, N.A. | 28,233 | +4,526 | $5.2M | +$1.2M | 19.1% |
| Cyndeo Wealth Partners, LLC | 59,269 | +1,477 | $10.9M | +$1.2M | 2.5% |
| Orca Wealth Management, LLC | 32,943 | +130 | $6.7M | +$1.2M | 0.4% |
| Envestnet Portfolio Solutions, Inc. | 55,032 | +1,791 | $10.1M | +$1.2M | 3.4% |
| Crestwood Advisors Group, LLC | 31,725 | +3,879 | $5.8M | +$1.2M | 13.9% |
| GERMAN AMERICAN BANCORP, INC. | 69,857 | +161 | $12.8M | +$1.1M | 0.2% |
| INSPIRE TRUST CO, N.A. | 64,600 | +600 | $11.8M | +$1.1M | 0.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45,472 | +2,335 | $8.3M | +$1.1M | 5.4% |
| GAMMA Investing LLC | 40,958 | +2,764 | $7.5M | +$1.1M | 7.2% |
| Circle Wealth Management, LLC | 68,426 | +120 | $12.5M | +$1.1M | 0.2% |
| Riverstone Advisors, LLC | 59,135 | +974 | $10.8M | +$1.1M | 1.7% |
| Turtle Creek Wealth Advisors, LLC | 30,967 | +3,673 | $5.7M | +$1.1M | 13.4% |
| BURLING WEALTH PARTNERS, LLC | 44,210 | +2,374 | $8.1M | +$1.1M | 5.7% |
| AMERICAN NATIONAL BANK & TRUST | 12,346 | +5,364 | $2.3M | +$1.1M | 76.8% |
| Miracle Mile Advisors, LLC | 35,813 | +3,087 | $6.6M | +$1.1M | 9.4% |
| MSH Capital Advisors LLC | 11,956 | +5,175 | $2.2M | +$1.1M | 76.3% |
| Trust Co | 6,477 | +5,657 | $1.2M | +$1.1M | 689.9% |
| ProVise Management Group, LLC | 63,476 | +64 | $11.6M | +$1.0M | 0.1% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 40,595 | +2,203 | $7.4M | +$1.0M | 5.7% |
| WEATHERLY ASSET MANAGEMENT L. P. | 26,964 | +3,474 | $4.9M | +$1.0M | 14.8% |
| OMERS ADMINISTRATION Corp | 58,172 | +446 | $10.7M | +$1.0M | 0.8% |
| GUGGENHEIM CAPITAL LLC | 29,944 | +3,152 | $5.5M | +$1.0M | 11.8% |
| Lombard Odier Asset Management (Switzerland) SA | 42,743 | +1,900 | $7.8M | +$1.0M | 4.7% |
| J. Stern & Co. LLP | 62,421,841 | +62,042,825 | $62.4M | -$998.9K | 16369.4% |
| Meiji Yasuda Life Insurance Co | 12,741 | +4,720 | $2.3M | +$994.5K | 58.8% |
| GUYASUTA INVESTMENT ADVISORS INC | 18,832 | +4,102 | $3.5M | +$989.0K | 27.8% |
| Baldwin Investment Management, LLC | 44,853 | +1,601 | $8.2M | +$988.8K | 3.7% |
| RITHOLTZ WEALTH MANAGEMENT | 47,008 | +1,362 | $8.6M | +$983.4K | 3.0% |
| Cypress Capital Group | 39,069 | +2,105 | $7.2M | +$980.1K | 5.7% |
| Park Edge Advisors, LLC | 8,003 | +5,088 | $1.5M | +$980.0K | 174.5% |
| Baker Ellis Asset Management LLC | 59,443 | +130 | $10.9M | +$977.0K | 0.2% |
| LYNCH & ASSOCIATES/IN | 36,183 | +2,329 | $6.6M | +$971.2K | 6.9% |
| COURIER CAPITAL LLC | 56,945 | +203 | $10.4M | +$949.1K | 0.3% |
| Apella Capital, LLC | 11,065 | +4,175 | $2.0M | +$947.3K | 60.6% |
| Parallel Advisors, LLC | 35,332 | +2,228 | $6.5M | +$940.7K | 6.7% |
| Coastal Bridge Advisors, LLC | 54,702 | +225 | $10.0M | +$916.8K | 0.4% |
| Pegasus Asset Management, Inc. | 51,933 | +472 | $9.5M | +$913.5K | 0.9% |
| Midwest Professional Planners, LTD. | 34,428 | +2,135 | $6.3M | +$910.5K | 6.6% |
| WHALEROCK POINT PARTNERS, LLC | 42,235 | +1,376 | $7.7M | +$909.0K | 3.4% |
| BRASADA CAPITAL MANAGEMENT, LP | 34,366 | +1,145 | $6.4M | +$899.4K | 3.4% |
| Ballentine Partners, LLC | 31,342 | +2,365 | $5.7M | +$899.4K | 8.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 45,575 | +976 | $8.4M | +$895.7K | 2.2% |
| DELTA FINANCIAL ADVISORS LLC | 31,506 | +2,311 | $5.8M | +$893.1K | 7.9% |
| Smartleaf Asset Management LLC | 21,565 | +2,766 | $4.0M | +$892.1K | 14.7% |
| CWA Asset Management Group, LLC | 45,977 | +907 | $8.4M | +$890.6K | 2.0% |
| Modera Wealth Management, LLC | 53,617 | +82 | $9.8M | +$875.3K | 0.1% |
| TRUST CO OF TOLEDO NA /OH/ | 41,605 | +1,223 | $7.6M | +$873.2K | 3.0% |
| Meeder Advisory Services, Inc. | 32,239 | +2,121 | $5.9M | +$873.0K | 7.0% |
| Dakota Wealth Management | 28,874 | +2,441 | $5.3M | +$872.4K | 9.2% |
| Kingsview Wealth Management, LLC | 44,112 | +966 | $8.1M | +$870.4K | 2.2% |
| Aaron Wealth Advisors LLC | 22,807 | +2,971 | $4.2M | +$863.7K | 15.0% |
| RiverFront Investment Group, LLC | 18,135 | +3,393 | $3.3M | +$859.2K | 23.0% |
| LOM Asset Management Ltd | 17,824 | +1,302 | $3.3M | +$855.9K | 7.9% |
| Huntleigh Advisors, Inc. | 31,825 | +2,050 | $5.8M | +$854.5K | 6.9% |
| Summit Financial, LLC | 37,656 | +1,422 | $6.9M | +$843.0K | 3.9% |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 37,275 | +1,360 | $6.8M | +$826.6K | 3.8% |
| YHB Investment Advisors, Inc. | 47,097 | +369 | $8.6M | +$818.6K | 0.8% |
| CHILTON INVESTMENT CO INC. | 35,978 | +1,418 | $6.6M | +$815.4K | 4.1% |
| BCS Wealth Management | 8,140 | +4,069 | $1.5M | +$811.7K | 100.0% |
| Krilogy Financial LLC | 10,381 | +3,435 | $2.0M | +$806.6K | 49.5% |
| FIDELIS CAPITAL PARTNERS, LLC | 29,075 | +2,023 | $5.3M | +$805.7K | 7.5% |
| MCDONALD PARTNERS LLC | 39,467 | +1,013 | $7.2M | +$803.6K | 2.6% |
| FIRST AMERICAN BANK | 48,634 | +111 | $8.9M | +$800.1K | 0.2% |
| QUADRANT CAPITAL GROUP LLC | 39,765 | +780 | $7.3M | +$769.5K | 2.0% |
| Advyzon Investment Management, LLC | 9,562 | +3,679 | $1.8M | +$769.4K | 62.5% |
| ANGELES WEALTH MANAGEMENT, LLC | 12,685 | +3,365 | $2.3M | +$766.9K | 36.1% |
| EARNED WEALTH ADVISORS, LLC | 6,548 | +3,917 | $1.2M | +$760.7K | 148.9% |
| Patriot Financial Group Insurance Agency, LLC | 23,426 | +2,288 | $4.3M | +$759.2K | 10.8% |
| Winthrop Advisory Group LLC | 7,416 | +3,781 | $1.4M | +$754.0K | 104.0% |
| AlphaCore Capital LLC | 27,575 | +1,726 | $5.1M | +$732.0K | 6.7% |
| Dempze Nancy E | 33,134 | +1,192 | $6.1M | +$731.9K | 3.7% |
| Chicago Capital, LLC | 42,686 | +257 | $7.8M | +$729.0K | 0.6% |
| Fifth Third Wealth Advisors LLC | 36,851 | +792 | $6.8M | +$724.8K | 2.2% |
| OAK FAMILY ADVISORS, LLC | 42,795 | +203 | $7.8M | +$721.7K | 0.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 42,840 | +178 | $7.9M | +$718.2K | 0.4% |
| Glass Wealth Management Co LLC | 36,525 | +765 | $6.7M | +$715.0K | 2.1% |
| Somerset Trust Co | 39,630 | +422 | $7.3M | +$707.5K | 1.1% |
| Ausdal Financial Partners, Inc. | 23,512 | +1,924 | $4.3M | +$699.7K | 8.9% |
| SIGNATUREFD, LLC | 36,633 | +639 | $6.7M | +$695.5K | 1.8% |
| Kesler, Norman & Wride, LLC | 9,750 | +267 | $1.8M | +$690.7K | 2.8% |
| SANDLER CAPITAL MANAGEMENT | 30,600 | +1,186 | $5.6M | +$690.2K | 4.0% |
| MGO ONE SEVEN LLC | 33,003 | +924 | $6.1M | +$684.9K | 2.9% |
| FWG Holdings, LLC | 7,793 | +2,718 | $1.6M | +$670.9K | 53.5% |
| CAPITAL ADVISORS INC/OK | 20,779 | +1,959 | $3.8M | +$661.7K | 10.4% |
| Rockline Wealth Management, LLC | 37,453 | +336 | $6.9M | +$658.1K | 0.9% |
| May Hill Capital, LLC | 6,202 | +3,281 | $1.1M | +$648.7K | 112.3% |
| Corps Capital Advisors, LLC | 9,431 | +2,965 | $1.7M | +$647.8K | 45.9% |
| KRAEMATON INVESTMENT ADVISORS, INC | 39,516 | +72 | $7.2M | +$647.2K | 0.2% |
| Liberty Capital Management, Inc. | 38,168 | +192 | $7.0M | +$645.5K | 0.5% |
| McGuire Investment Group, LLC | 36,828 | +315 | $6.8M | +$644.5K | 0.9% |
| IFG Advisory, LLC | 34,073 | +562 | $6.2M | +$641.7K | 1.7% |
| CITIZENS & NORTHERN CORP | 13,774 | +2,503 | $2.5M | +$640.2K | 22.2% |
| Belpointe Asset Management LLC | 21,315 | +1,768 | $3.9M | +$638.4K | 9.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,904 | +3,404 | $716.2K | +$632.5K | 680.8% |
| SYON CAPITAL LLC | 20,066 | +1,850 | $3.7M | +$632.0K | 10.2% |
| Inscription Capital, LLC | 28,826 | +992 | $5.3M | +$629.3K | 3.6% |
| Advisor OS, LLC | 16,442 | +2,170 | $3.0M | +$627.4K | 15.2% |
| GKV Capital Management Co., Inc. | 28,686 | +990 | $5.3M | +$626.6K | 3.6% |
| KINGSWOOD WEALTH ADVISORS, LLC | 33,769 | +497 | $6.2M | +$625.8K | 1.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 16,360 | +2,167 | $3.0M | +$625.5K | 15.3% |
| JACKSON SQUARE CAPITAL, LLC | 7,545 | +3,008 | $1.4M | +$624.6K | 66.3% |
| PRIVATE TRUST CO NA | 34,875 | +339 | $6.4M | +$617.2K | 1.0% |
| FIRST CITIZENS BANK & TRUST CO | 18,283 | +1,901 | $3.4M | +$611.9K | 11.6% |
| DMKC Advisory Services, LLC | 20,929 | +1,634 | $3.8M | +$609.7K | 8.5% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 26,853 | +1,064 | $4.9M | +$609.6K | 4.1% |
| MBL Wealth, LLC | 11,590 | +2,519 | $2.1M | +$607.8K | 27.8% |
| Patten Group, Inc. | 37,597 | +14 | $6.9M | +$606.5K | 0.0% |
| IBEX WEALTH ADVISORS | 31,008 | +628 | $5.7M | +$603.4K | 2.1% |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,897 | +2,559 | $2.0M | +$603.3K | 30.7% |
| IFC Advisors LLC | 35,024 | +228 | $6.4M | +$601.0K | 0.7% |
| Global Wealth Management Investment Advisory, Inc. | 28,084 | +876 | $5.2M | +$597.9K | 3.2% |
| Banco Santander, S.A. | 22,450 | +1,381 | $4.1M | +$591.9K | 6.5% |
| Roundview Capital LLC | 28,173 | +815 | $5.2M | +$589.1K | 3.0% |
| Choate Investment Advisors | 30,298 | +598 | $5.6M | +$586.9K | 2.0% |
| Hodges Capital Management Inc. | 25,070 | +1,100 | $4.6M | +$586.8K | 4.6% |
| MUFG SECURITIES AMERICAS INC. | 36,121 | +25 | $6.6M | +$584.6K | 0.1% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14,874 | +2,061 | $2.7M | +$583.9K | 16.1% |
| HUB Investment Partners, LLC | 27,510 | +783 | $5.0M | +$573.1K | 2.9% |
| Forvis Mazars Wealth Advisors, LLC | 30,499 | +446 | $5.6M | +$564.7K | 1.5% |
| Grandview Asset Management LLC | 9,465 | +2,402 | $1.7M | +$553.8K | 34.0% |
| Cranbrook Wealth Management, LLC | 8,353 | +2,487 | $1.5M | +$550.4K | 42.4% |
| Procyon Advisors, LLC | 11,842 | +2,138 | $2.2M | +$548.0K | 22.0% |
| Wellspring Financial Advisors, LLC | 5,201 | +2,690 | $954.5K | +$534.4K | 107.1% |
| Van Hulzen Asset Management, LLC | 30,254 | +238 | $5.5M | +$526.0K | 0.8% |
| CreativeOne Wealth, LLC | 26,349 | +598 | $4.8M | +$523.7K | 2.3% |
| Hennion & Walsh Asset Management, Inc. | 23,884 | +829 | $4.4M | +$522.5K | 3.6% |
| WATERS PARKERSON & CO., LLC | 27,671 | +450 | $5.1M | +$520.0K | 1.6% |
| Blackston Financial Advisory Group, LLC | 5,417 | +3,735 | $800.5K | +$519.1K | 222.1% |
| Bouvel Investment Partners, LLC | 28,920 | +324 | $5.3M | +$519.0K | 1.1% |
| Bank Julius Baer & Co. Ltd, Zurich | 17,222 | +1,440 | $3.2M | +$517.7K | 9.1% |
| FORTRESS PRIVATE LEDGER, LLC | 5,805 | +2,535 | $1.1M | +$517.4K | 77.5% |
| SteelPeak Wealth, LLC | 7,839 | +2,304 | $1.4M | +$511.5K | 41.6% |
| Rinkey Investments | 5,993 | +2,480 | $1.1M | +$511.3K | 70.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 30,444 | +116 | $5.6M | +$508.7K | 0.4% |
| GM Advisory Group, LLC | 10,962 | +1,982 | $2.0M | +$507.9K | 22.1% |
| New Republic Capital, LLC | 6,184 | +2,430 | $1.1M | +$506.1K | 64.7% |
| Ascent Group, LLC | 30,898 | +36 | $5.7M | +$502.5K | 0.1% |
| Acropolis Investment Management, LLC | 8,482 | +1,247 | $1.6M | +$499.2K | 17.2% |
| Prostatis Group LLC | 8,625 | +2,152 | $1.6M | +$498.7K | 33.2% |
| Catalyst Funds Management Pty Ltd | 5,000 | +2,500 | $917.0K | +$498.7K | 100.0% |
| Princeton Global Asset Management LLC | 30,295 | +68 | $5.6M | +$498.3K | 0.2% |
| Western Wealth Management, LLC | 15,615 | +1,478 | $2.9M | +$498.1K | 10.4% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 16,596 | +923 | $3.3M | +$496.8K | 5.9% |
| Wellington Shields Capital Management, LLC | 28,170 | +257 | $5.2M | +$495.7K | 0.9% |
| FIRST HORIZON CORP | 29,141 | +149 | $5.3M | +$493.2K | 0.5% |
| Integrated Advisors Network LLC | 18,794 | +1,113 | $3.4M | +$488.2K | 6.3% |
| High Note Wealth, LLC | 27,052 | +313 | $5.0M | +$487.0K | 1.2% |
| Riverbend Wealth Management, LLC | 6,042 | +2,324 | $1.1M | +$486.0K | 62.5% |
| Edgestream Partners, L.P. | 4,369 | +2,473 | $801.3K | +$484.0K | 130.4% |
| HOWE & RUSLING INC | 23,728 | +609 | $4.4M | +$483.2K | 2.6% |
| TBH Global Asset Management, LLC | 15,585 | +1,380 | $2.9M | +$481.3K | 9.7% |
| MCF Advisors LLC | 12,243 | +1,678 | $2.2M | +$477.5K | 15.9% |
| IHT Wealth Management, LLC | 26,214 | +317 | $4.8M | +$474.2K | 1.2% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 28,577 | +88 | $5.2M | +$474.0K | 0.3% |
| Whitener Capital Management, Inc. | 18,835 | +1,007 | $3.5M | +$471.2K | 5.6% |
| CITY HOLDING CO | 15,795 | +1,296 | $2.9M | +$470.7K | 8.9% |
| Jaffetilchin Investment Partners, LLC | 22,404 | +657 | $4.1M | +$470.1K | 3.0% |
| Platform Technology Partners | 25,641 | +329 | $4.7M | +$467.0K | 1.3% |
| iSAM Funds (UK) Ltd | 8,369 | +1,969 | $1.5M | +$464.0K | 30.8% |
| CoreCap Advisors, LLC | 14,547 | +1,358 | $2.7M | +$461.0K | 10.3% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,670 | +446 | $4.3M | +$455.2K | 1.9% |
| Chicago Partners Investment Group LLC | 13,695 | +1,210 | $2.7M | +$452.5K | 9.7% |
| Newbridge Financial Services Group, Inc. | 5,369 | +2,172 | $984.7K | +$449.7K | 67.9% |
| Financial Engines Advisors L.L.C. | 11,252 | +1,577 | $2.1M | +$444.7K | 16.3% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 27,206 | +38 | $5.0M | +$443.6K | 0.1% |
| Sowell Financial Services LLC | 20,594 | +662 | $3.8M | +$441.8K | 3.3% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 25,655 | +164 | $4.7M | +$439.7K | 0.6% |
| Avidian Wealth Enterprises, LLC | 13,950 | +1,245 | $2.6M | +$432.6K | 9.8% |
| Portfolio Design Labs, LLC | 23,615 | +307 | $4.3M | +$430.9K | 1.3% |
| Weaver Capital Management LLC | 13,222 | +1,287 | $2.4M | +$427.9K | 10.8% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 6,719 | +1,905 | $1.2M | +$426.7K | 39.6% |
| Souders Financial Advisors | 24,972 | +132 | $4.6M | +$423.4K | 0.5% |
| Darden Wealth Group Inc | 12,207 | +1,347 | $2.2M | +$421.6K | 12.4% |
| Charter Oak Capital Management, LLC | 9,700 | +1,573 | $1.8M | +$419.2K | 19.4% |
| Autumn Glory Partners, LLC | 12,926 | +1,255 | $2.4M | +$417.7K | 10.8% |
| B. Riley Wealth Advisors, Inc. | 21,868 | +381 | $4.0M | +$415.2K | 1.8% |
| Portside Wealth Group, LLC | 24,463 | +113 | $4.5M | +$411.9K | 0.5% |
| Strong Tower Advisory Services | 24,610 | +74 | $4.5M | +$407.9K | 0.3% |
| 180 WEALTH ADVISORS, LLC | 14,488 | +1,038 | $2.7M | +$406.5K | 7.7% |
| Generali Investments, Management Co LLC | 3,830 | +2,061 | $702.4K | +$406.4K | 116.5% |
| Diversify Advisory Services, LLC | 14,134 | +300 | $2.9M | +$404.8K | 2.2% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 23,629 | +148 | $4.3M | +$404.5K | 0.6% |
| FLORIDA FINANCIAL ADVISORS, LLC | 9,306 | +1,548 | $1.7M | +$404.0K | 19.9% |
| Clear Street Group Inc. | 9,822 | +1,462 | $1.8M | +$402.5K | 17.5% |
| INSIGNEO ADVISORY SERVICES, LLC | 15,409 | +924 | $2.8M | +$402.3K | 6.4% |
| BigSur Wealth Management LLC | 24,024 | +89 | $4.4M | +$401.0K | 0.4% |
| Balentine LLC | 3,828 | +2,024 | $702.1K | +$400.2K | 112.2% |
| HOWLAND CAPITAL MANAGEMENT LLC | 22,711 | +207 | $4.2M | +$399.5K | 0.9% |
| KCM INVESTMENT ADVISORS LLC | 16,991 | +746 | $3.1M | +$397.9K | 4.6% |
| Larson Financial Group LLC | 16,351 | +801 | $3.0M | +$396.7K | 5.2% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 8,704 | +1,458 | $1.6M | +$383.8K | 20.1% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 8,998 | +1,427 | $1.7M | +$383.4K | 18.8% |
| MISSION WEALTH MANAGEMENT, LP | 23,399 | +41 | $4.3M | +$382.9K | 0.2% |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4,358 | +1,869 | $799.3K | +$382.8K | 75.1% |
| Facet Wealth, Inc. | 4,797 | +1,345 | $956.8K | +$379.2K | 39.0% |
| HCR Wealth Advisors | 9,041 | +1,354 | $1.7M | +$377.2K | 17.6% |
| Agate Pass Investment Management, LLC | 22,945 | +50 | $4.2M | +$377.1K | 0.2% |
| Plato Investment Management Ltd | 8,242 | +1,365 | $1.5M | +$377.0K | 19.8% |
| Wellington Shields & Co., LLC | 8,033 | +1,481 | $1.5M | +$376.9K | 22.6% |
| Koshinski Asset Management, Inc. | 16,710 | +640 | $3.1M | +$375.6K | 4.0% |
| CATALYST FINANCIAL PARTNERS LLC | 12,145 | +1,064 | $2.2M | +$373.2K | 9.6% |
| Sava Infond d.o.o. | 17,800 | +500 | $3.3M | +$369.7K | 2.9% |
| Stonebridge Financial Group, LLC | 19,451 | +325 | $3.6M | +$367.0K | 1.7% |
| Wealth Alliance Advisory Group, LLC | 22,010 | +64 | $4.0M | +$364.4K | 0.3% |
| RICHARDS, MERRILL & PETERSON, INC. | 18,851 | +363 | $3.5M | +$363.8K | 2.0% |
| Canal Capital Management, LLC | 8,991 | +288 | $1.6M | +$363.3K | 3.3% |
| Newman Dignan & Sheerar, Inc. | 20,830 | +161 | $3.8M | +$361.7K | 0.8% |
| PROMETHIUM ADVISORS,LLC | 4,700 | +1,700 | $862.0K | +$360.0K | 56.7% |
| Cassaday & Co Wealth Management LLC | 11,575 | +1,034 | $2.1M | +$359.0K | 9.8% |
| SILVER OAK SECURITIES, INCORPORATED | 15,728 | +574 | $2.9M | +$358.4K | 3.8% |
| Hartford Funds Management Co LLC | 7,683 | +1,402 | $1.4M | +$358.1K | 22.3% |
| CORDA Investment Management, LLC. | 11,324 | +1,036 | $2.1M | +$355.3K | 10.1% |
| Lakewood Asset Management LLC | 20,796 | +125 | $3.8M | +$355.1K | 0.6% |
| United Bank | 12,741 | +893 | $2.3M | +$354.2K | 7.5% |
| Gateway Wealth Partners, LLC | 6,256 | +1,514 | $1.1M | +$353.9K | 31.9% |
| BRIAN LOW FINANCIAL GROUP, LLC | 9,052 | +1,225 | $1.7M | +$350.5K | 15.7% |
| Soltis Investment Advisors LLC | 17,296 | +408 | $3.2M | +$346.3K | 2.4% |
| CNB Bank | 17,298 | +372 | $3.2M | +$340.2K | 2.2% |
| Cetera Trust Company, N.A | 18,927 | +175 | $3.5M | +$333.4K | 0.9% |
| Family Office Research LLC | 19,299 | +1 | $3.6M | +$330.0K | 0.0% |
| Parkside Financial Bank & Trust | 16,799 | +334 | $3.1M | +$325.8K | 2.0% |
| Wedmont Private Capital | 19,695 | +5 | $3.7M | +$325.0K | 0.0% |
| Colonial Trust Advisors | 15,977 | +408 | $2.9M | +$324.9K | 2.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | 16,874 | +317 | $3.1M | +$324.4K | 1.9% |
| Fiduciary Alliance LLC | 17,276 | +278 | $3.2M | +$324.2K | 1.6% |
| CPA Asset Management LLC | 5,188 | +1,429 | $951.5K | +$322.5K | 38.0% |
| BROWN, LISLE/CUMMINGS, INC. | 15,890 | +395 | $2.9M | +$321.4K | 2.5% |
| Warner Group LLC | 6,614 | +1,284 | $1.2M | +$321.1K | 24.1% |
| Fort Sheridan Advisors LLC | 19,388 | +38 | $3.6M | +$317.9K | 0.2% |
| West Branch Capital LLC | 2,932 | +1,614 | $537.7K | +$317.2K | 122.5% |
| Wescott Financial Advisory Group, LLC | 5,404 | +1,373 | $991.2K | +$316.6K | 34.1% |
| Harvest Portfolios Group Inc. | 13,941 | +548 | $2.6M | +$315.7K | 4.1% |
| WealthShield Partners, LLC | 4,356 | +1,467 | $799.0K | +$315.5K | 50.8% |
| Everhart Financial Group, Inc. | 12,502 | +676 | $2.3M | +$314.0K | 5.7% |
| Kathmere Capital Management, LLC | 10,170 | +899 | $1.9M | +$313.9K | 9.7% |
| Eagle Strategies LLC | 17,971 | +135 | $3.3M | +$311.4K | 0.8% |
| Phillips Wealth Planners LLC | 8,592 | +341 | $1.7M | +$304.2K | 4.1% |
| Waldron Private Wealth LLC | 15,168 | +356 | $2.8M | +$303.3K | 2.4% |
| Retirement Planning Group, LLC | 10,709 | +777 | $2.0M | +$302.0K | 7.8% |
| Private Wealth Asset Management, LLC | 14,371 | +423 | $2.6M | +$301.7K | 3.0% |
| Emerald Advisors, LLC | 4,529 | +1,356 | $830.6K | +$299.6K | 42.7% |
| SUMMIT SECURITIES GROUP LLC | 5,291 | +1,282 | $970.4K | +$299.5K | 32.0% |
| Clear Creek Financial Management, LLC | 4,199 | +1,383 | $770.1K | +$298.9K | 49.1% |
| Nicholas Hoffman & Company, LLC. | 17,728 | +79 | $3.3M | +$298.1K | 0.4% |
| AdvisorNet Financial, Inc | 18,068 | +13 | $3.3M | +$292.4K | 0.1% |
| Aureus Asset Management, LLC | 15,888 | +202 | $2.9M | +$289.1K | 1.3% |
| ROMAN BUTLER FULLERTON & CO | 13,496 | +110 | $2.6M | +$288.9K | 0.8% |
| Tyche Wealth Partners LLC | 17,473 | +43 | $3.2M | +$288.0K | 0.2% |
| Cypress Wealth Services, LLC | 3,564 | +1,364 | $653.7K | +$285.5K | 62.0% |
| Core Alternative Capital | 2,109 | +1,502 | $386.8K | +$285.2K | 247.4% |
| DMC Group, LLC | 12,810 | +462 | $2.3M | +$283.2K | 3.7% |
| Fortis Capital Advisors, LLC | 5,834 | +1,127 | $1.1M | +$282.3K | 23.9% |
| Spire Wealth Management | 10,468 | +681 | $1.9M | +$282.1K | 7.0% |
| Avior Wealth Management, LLC | 10,031 | +814 | $1.8M | +$281.1K | 8.8% |
| Financial Sense Advisors, Inc. | 17,107 | +31 | $3.1M | +$280.1K | 0.2% |
| Banque Transatlantique SA | 9,609 | +740 | $1.8M | +$279.5K | 8.3% |
| Old North State Wealth Management, LLC | 12,697 | +443 | $2.3M | +$278.5K | 3.6% |
| Symphony Financial, Ltd. Co. | 14,488 | +187 | $2.7M | +$276.3K | 1.3% |
| MASTERINVEST Kapitalanlage GmbH | 3,500 | +1,300 | $644.0K | +$275.9K | 59.1% |
| Rockbridge Investment Management, LCC | 8,391 | +842 | $1.5M | +$275.7K | 11.2% |
| AlTi Global, Inc. | 16,028 | +105 | $2.9M | +$275.0K | 0.7% |
| MINDSET WEALTH MANAGEMENT, LLC | 10,157 | +659 | $1.9M | +$273.5K | 6.9% |
| VICTORY FINANCIAL GROUP, LLC | 4,156 | +1,230 | $762.2K | +$272.6K | 42.0% |
| Mutual Advisors, LLC | 44,483 | +533 | $8.2M | +$271.7K | 1.2% |
| RMR Wealth Builders | 3,549 | +1,282 | $650.9K | +$271.6K | 56.5% |
| Joel Isaacson & Co., LLC | 16,298 | +57 | $3.0M | +$271.5K | 0.3% |
| Keystone Financial Group | 3,711 | +910 | $680.6K | +$271.5K | 32.5% |
| Regal Investment Advisors LLC | 5,547 | +1,084 | $1.0M | +$270.6K | 24.3% |
| L. Roy Papp & Associates, LLP | 14,022 | +266 | $2.6M | +$269.8K | 1.9% |
| MATHER GROUP, LLC. | 15,897 | +83 | $2.9M | +$269.4K | 0.5% |
| Nilsine Partners, LLC | 14,722 | +192 | $2.7M | +$268.7K | 1.3% |
| MJP ASSOCIATES INC /ADV | 12,087 | +442 | $2.2M | +$268.1K | 3.8% |
| Canopy Partners, LLC | 3,746 | +1,187 | $687.1K | +$258.8K | 46.4% |
| Interchange Capital Partners, LLC | 13,225 | +272 | $2.4M | +$257.9K | 2.1% |
| SAX WEALTH ADVISORS, LLC | 7,362 | +826 | $1.4M | +$256.6K | 12.6% |
| VANCE WEALTH, LLC | 2,538 | +1,286 | $465.6K | +$256.0K | 102.7% |
| BECK MACK & OLIVER LLC | 10,715 | +500 | $2.0M | +$255.9K | 4.9% |
| LETSON INVESTMENT MANAGEMENT, INC. | 15,818 | +5 | $2.9M | +$254.9K | 0.0% |
| SIMON QUICK ADVISORS, LLC | 9,473 | +608 | $1.7M | +$254.0K | 6.8% |
| Magnus Financial Group LLC | 10,026 | +547 | $1.8M | +$252.6K | 5.8% |
| Journey Advisory Group, LLC | 12,328 | +455 | $2.2M | +$252.3K | 3.8% |
| PGIM Custom Harvest LLC | 4,772 | +1,026 | $875.2K | +$248.4K | 27.4% |
| Texas Yale Capital Corp. | 11,749 | +355 | $2.2M | +$248.2K | 3.1% |
| Waterfront Wealth Inc. | 13,500 | +27 | $2.6M | +$247.5K | 0.2% |
| ICW Investment Advisors LLC | 14,296 | +97 | $2.6M | +$245.8K | 0.7% |
| Purus Wealth Management, LLC | 14,722 | +53 | $2.7M | +$245.5K | 0.4% |
| Alpha Cubed Investments, LLC | 14,720 | +50 | $2.7M | +$244.9K | 0.3% |
| TOWER TRUST & INVESTMENT Co | 8,030 | +692 | $1.5M | +$244.8K | 9.4% |
| Avantax Planning Partners, Inc. | 7,422 | +746 | $1.4M | +$244.3K | 11.2% |
| NICOLET BANKSHARES INC | 9,309 | +549 | $1.7M | +$241.5K | 6.3% |
| Prentice Wealth Management LLC | 11,576 | +328 | $2.1M | +$240.9K | 2.9% |
| Intellectus Partners, LLC | 7,615 | +701 | $1.4M | +$239.6K | 10.1% |
| Granite Investment Partners, LLC | 12,664 | +215 | $2.3M | +$239.5K | 1.7% |
| Mayflower Financial Advisors, LLC | 12,690 | +206 | $2.3M | +$238.5K | 1.6% |
| LYELL WEALTH MANAGEMENT, LP | 8,047 | +639 | $1.5M | +$236.2K | 8.6% |
| FIRST FOUNDATION ADVISORS | 12,263 | +233 | $2.2M | +$236.1K | 1.9% |
| Checchi Capital Advisers, LLC | 13,999 | +65 | $2.6M | +$235.8K | 0.5% |
| Berkeley Capital Partners, LLC | 5,312 | +896 | $974.1K | +$235.2K | 20.3% |
| Capital Investment Advisory Services, LLC | 9,103 | +523 | $1.7M | +$233.8K | 6.1% |
| ALPS ADVISORS INC | 12,674 | +179 | $2.3M | +$233.6K | 1.4% |
| Register Financial Advisors LLC | 14,380 | +2 | $2.6M | +$231.5K | 0.0% |
| Core Wealth Partners LLC | 13,022 | +125 | $2.4M | +$230.2K | 1.0% |
| Koss-Olinger Consulting, LLC | 2,883 | +826 | $529.0K | +$229.0K | 40.1% |
| Northstar Group, Inc. | 10,138 | +392 | $1.9M | +$228.5K | 4.0% |
| Atlas Brown,Inc. | 10,971 | +308 | $2.0M | +$227.9K | 2.9% |
| Rydar Equities, Inc. | 13,524 | +52 | $2.5M | +$227.7K | 0.4% |
| EXENCIAL WEALTH ADVISORS, LLC | 13,022 | +107 | $2.4M | +$227.2K | 0.8% |
| SPIREPOINT PRIVATE CLIENT, LLC | 6,631 | +710 | $1.2M | +$225.4K | 12.0% |
| One Charles Private Wealth Services, LLC | 12,932 | +99 | $2.4M | +$224.5K | 0.8% |
| MARTIN & CO INC /TN/ | 10,622 | +319 | $1.9M | +$224.2K | 3.1% |
| EverSource Wealth Advisors, LLC | 13,117 | +71 | $2.4M | +$222.6K | 0.5% |
| Bridgewater Advisors Inc. | 9,224 | +91 | $1.8M | +$222.5K | 1.0% |
| Parcion Private Wealth LLC | 6,492 | +700 | $1.2M | +$221.5K | 12.1% |
| Valmark Advisers, Inc. | 11,793 | +186 | $2.2M | +$220.7K | 1.6% |
| Voya Financial Advisors, Inc. | 7,516 | +394 | $1.4M | +$220.7K | 5.5% |
| Destination Wealth Management | 5,494 | +752 | $1.0M | +$214.1K | 15.8% |
| Apollon Financial, LLC | 7,896 | +518 | $1.4M | +$213.6K | 7.0% |
| First Commonwealth Financial Corp /PA/ | 9,710 | +338 | $1.8M | +$212.6K | 3.6% |
| AXS Investments LLC | 2,781 | +993 | $510.0K | +$210.8K | 55.5% |
| BROADWATER CAPITAL MANAGEMENT LLC | 627,544 | +594,593 | $4.7M | +$210.5K | 1804.5% |
| Embree Financial Group | 10,303 | +266 | $1.9M | +$210.1K | 2.6% |
| CJM Wealth Advisers, Ltd. | 2,433 | +1,021 | $446.2K | +$209.9K | 72.3% |
| Resonant Capital Advisors, LLC | 11,385 | +150 | $2.1M | +$208.1K | 1.3% |
| Howard Capital Management Inc. | 12,340 | +53 | $2.3M | +$207.2K | 0.4% |
| VERUS CAPITAL PARTNERS, LLC | 7,619 | +503 | $1.4M | +$206.4K | 7.1% |
| Strait & Sound Wealth Management LLC | 10,645 | +193 | $2.0M | +$203.3K | 1.8% |
| Legacy Private Trust Co. | 8,039 | +443 | $1.5M | +$203.3K | 5.8% |
| Red Door Wealth Management, LLC | 11,949 | +68 | $2.2M | +$203.3K | 0.6% |
| Triad Wealth Partners, LLC | 2,371 | +965 | $434.8K | +$199.6K | 68.6% |
| Revisor Wealth Management LLC | 3,160 | +623 | $608.4K | +$196.9K | 24.6% |
| Traynor Capital Management, Inc. | 6,001 | +600 | $1.1M | +$196.8K | 11.1% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 5,311 | +660 | $974.0K | +$195.8K | 14.2% |
| Northside Capital Management, LLC | 11,567 | +58 | $2.1M | +$195.7K | 0.5% |
| FRED ALGER MANAGEMENT, LLC | 8,727 | +329 | $1.6M | +$195.3K | 3.9% |
| REXFORD CAPITAL INC | 10,229 | +184 | $1.9M | +$195.2K | 1.8% |
| Abacus Wealth Partners, LLC | 2,634 | +910 | $483.0K | +$194.6K | 52.8% |
| ROGCO, LP | 7,755 | +404 | $1.4M | +$192.2K | 5.5% |
| Hills Bank & Trust Co | 8,804 | +302 | $1.6M | +$192.0K | 3.5% |
| BANK OF NOVA SCOTIA TRUST CO | 7,770 | +400 | $1.4M | +$191.8K | 5.4% |
| FIRST COMMUNITY TRUST NA | 5,545 | +606 | $1.0M | +$190.5K | 12.3% |
| FAS Wealth Partners, Inc. | 8,120 | +357 | $1.5M | +$190.3K | 4.6% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1,193,636 | +1,021,968 | $218.9K | +$190.2K | 595.3% |
| Covenant Asset Management, LLC | 8,818 | +282 | $1.6M | +$188.9K | 3.3% |
| FRG Family Wealth Advisors LLC | 9,670 | +175 | $1.8M | +$184.7K | 1.8% |
| Prosperity Consulting Group, LLC | 9,766 | +165 | $1.8M | +$184.5K | 1.7% |
| Claro Advisors LLC | 8,112 | +321 | $1.5M | +$184.1K | 4.1% |
| Hummer Financial Advisory Services Inc | 7,114 | +416 | $1.3M | +$183.9K | 6.2% |
| Intrua Financial, LLC | 10,270 | +95 | $1.9M | +$181.0K | 0.9% |
| BankPlus Trust Department | 10,844 | +32 | $2.0M | +$179.6K | 0.3% |
| Pekin Hardy Strauss, Inc. | 9,086 | +200 | $1.7M | +$179.5K | 2.3% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,696 | +279 | $677.9K | +$178.9K | 8.2% |
| Zhang Financial LLC | 5,182 | +571 | $950.3K | +$178.8K | 12.4% |
| Optas, LLC | 5,412 | +548 | $992.6K | +$178.7K | 11.3% |
| Cornerstone Wealth Group, LLC | 6,829 | +410 | $1.3M | +$178.2K | 6.4% |
| TOBIAS FINANCIAL ADVISORS, INC. | 2,194 | +850 | $402.4K | +$177.5K | 63.2% |
| Kuhn & Co Investment Counsel | 8,820 | +213 | $1.6M | +$177.4K | 2.5% |
| SECURED RETIREMENT ADVISORS, LLC | 7,899 | +301 | $1.4M | +$177.4K | 4.0% |
| First Dallas Securities Inc. | 3,309 | +731 | $606.8K | +$175.4K | 28.4% |
| Twelve Points Wealth Management LLC | 5,499 | +346 | $1.0M | +$174.4K | 6.7% |
| Texas Bank & Trust Co | 9,396 | +137 | $1.7M | +$173.9K | 1.5% |
| Frontier Asset Management, LLC | 8,856 | +185 | $1.6M | +$173.1K | 2.1% |
| Bank of Jackson Hole Trust | 5,791 | +476 | $1.1M | +$172.7K | 8.9% |
| Invst, LLC | 2,640 | +497 | $484.2K | +$171.3K | 23.2% |
| Chemistry Wealth Management LLC | 10,600 | +2 | $1.9M | +$170.5K | 0.0% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 9,916 | +65 | $1.8M | +$170.4K | 0.7% |
| First Command Advisory Services, Inc. | 10,351 | +17 | $1.9M | +$169.2K | 0.2% |
| Diversified Enterprises, LLC | 3,978 | +629 | $729.6K | +$169.2K | 18.8% |
| TITLEIST ASSET MANAGEMENT, LLC | 3,954 | +628 | $725.1K | +$168.5K | 18.9% |
| Petros Family Wealth, LLC | 7,134 | +319 | $1.3M | +$168.0K | 4.7% |
| Global Financial Private Client, LLC | 9,226 | +116 | $1.7M | +$167.7K | 1.3% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 6,028 | +409 | $1.1M | +$165.3K | 7.3% |
| Williamson Legacy Group, LLC | 8,402 | +179 | $1.5M | +$165.0K | 2.2% |
| Consilium Wealth Advisory, LLC | 9,286 | +91 | $1.7M | +$164.4K | 1.0% |
| Gryphon Financial Partners LLC | 5,226 | +479 | $958.4K | +$164.0K | 10.1% |
| Montis Financial, LLC | 6,053 | +399 | $1.1M | +$164.0K | 7.0% |
| Meadow Creek Wealth Advisors LLC | 4,697 | +252 | $861.4K | +$163.3K | 5.7% |
| ORG Partners LLC | 1,820 | +800 | $333.9K | +$163.1K | 78.4% |
| Schneider Downs Wealth Management Advisors, LP | 3,143 | +670 | $576.4K | +$162.6K | 27.1% |
| Focus Financial Network, Inc. | 7,828 | +220 | $1.4M | +$162.6K | 2.9% |
| ASPIRIANT, LLC | 9,485 | +57 | $1.7M | +$162.0K | 0.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5,957 | +394 | $1.1M | +$161.6K | 7.1% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,740 | +701 | $502.4K | +$161.2K | 34.4% |
| Atlas Legacy Advisors, LLC | 4,322 | +510 | $798.4K | +$160.5K | 13.4% |
| Mechanics Financial Corp | 9,117 | +80 | $1.7M | +$159.9K | 0.9% |
| Icon Wealth Advisors, LLC | 10,512 | +19 | $1.9M | +$158.9K | 0.2% |
| Elm Partners Management LLC | 9,347 | +48 | $1.7M | +$158.2K | 0.5% |
| Purkiss Capital Advisors LLC | 9,564 | +24 | $1.8M | +$157.7K | 0.3% |
| HORAN Wealth, LLC | 9,133 | +61 | $1.7M | +$157.0K | 0.7% |
| Fonville Wealth Management LLC | 7,774 | +184 | $1.4M | +$155.7K | 2.4% |
| Garner Asset Management Corp | 4,829 | +467 | $885.6K | +$155.6K | 10.7% |
| Westmount Partners, LLC | 1,965 | +740 | $360.3K | +$155.4K | 60.4% |
| CORA CAPITAL ADVISORS LLC | 2,994 | +637 | $549.1K | +$154.7K | 27.0% |
| Morse Asset Management, Inc | 2,773 | +655 | $508.6K | +$154.2K | 30.9% |
| BEACON INVESTMENT ADVISORS LLC | 9,479 | +3 | $1.7M | +$152.9K | 0.0% |
| Kestra Investment Management, LLC | 6,142 | +319 | $1.1M | +$152.1K | 5.5% |
| SK Wealth Management, LLC | 3,915 | +15 | $782.5K | +$150.0K | 0.4% |
| SAXON INTERESTS, INC. | 4,523 | +238 | $829.5K | +$149.9K | 5.5% |
| RFG - Bristol Wealth Advisors, LLC | 9,132 | +16 | $1.7M | +$149.5K | 0.2% |
| AXA S.A. | 3,380 | +564 | $619.9K | +$148.7K | 20.0% |
| Segment Wealth Management, LLC | 2,525 | +645 | $463.1K | +$148.5K | 34.3% |
| Relyea Zuckerberg Hanson LLC | 5,855 | +322 | $1.1M | +$148.0K | 5.8% |
| Quent Capital, LLC | 3,932 | +507 | $721.1K | +$148.0K | 14.8% |
| MFA Wealth Services | 1,933 | +697 | $354.5K | +$147.8K | 56.4% |
| International Private Wealth Advisors LLC | 2,863 | +601 | $525.1K | +$146.6K | 26.6% |
| Fjell Capital, LLC | 8,027 | +105 | $1.5M | +$146.6K | 1.3% |
| INSPIRION WEALTH ADVISORS, LLC | 2,034 | +163 | $373.0K | +$146.3K | 8.7% |
| Sivia Capital Partners, LLC | 4,183 | +472 | $767.2K | +$146.2K | 12.7% |
| Boltwood Capital Management | 8,545 | +43 | $1.6M | +$144.5K | 0.5% |
| Foster Group, Inc. | 3,141 | +561 | $576.0K | +$144.3K | 21.7% |
| Mach-1 Financial Group, LLC | 2,324 | +637 | $426.2K | +$143.9K | 37.8% |
| NORRIS PERNE & FRENCH LLP/MI | 4,866 | +384 | $892.4K | +$142.5K | 8.6% |
| JAMES INVESTMENT RESEARCH, INC. | 6,274 | +245 | $1.2M | +$141.8K | 4.1% |
| YANKCOM Partnership | 4,632 | +402 | $849.5K | +$141.7K | 9.5% |
| Biltmore Family Office, LLC | 4,715 | +391 | $864.7K | +$141.2K | 9.0% |
| AVISO WEALTH MANAGEMENT | 2,707 | +579 | $496.5K | +$140.4K | 27.2% |
| Bedel Financial Consulting, Inc. | 6,418 | +217 | $1.2M | +$139.4K | 3.5% |
| Sentinus, LLC | 1,956 | +645 | $358.7K | +$139.4K | 49.2% |
| Carson Advisory Inc. | 3,416 | +501 | $626.5K | +$138.7K | 17.2% |
| CRA Financial Services, LLC | 5,567 | +292 | $1.0M | +$138.4K | 5.5% |
| OUTFITTER FINANCIAL LLC | 8,460 | +5 | $1.6M | +$136.8K | 0.1% |
| OKABENA INVESTMENT SERVICES INC | 4,913 | +338 | $901.0K | +$135.5K | 7.4% |
| Global Wealth Strategies & Associates | 1,420 | +673 | $260.4K | +$135.4K | 90.1% |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 7,971 | +42 | $1.5M | +$135.1K | 0.5% |
| Worth Financial Advisory Group, LLC | 5,252 | +303 | $963.1K | +$135.0K | 6.1% |
| CERTUITY, LLC | 5,767 | +250 | $1.1M | +$134.5K | 4.5% |
| Massachusetts Wealth Management | 8,215 | +14 | $1.5M | +$134.4K | 0.2% |
| First Financial Bankshares Inc | 5,782 | +245 | $1.1M | +$133.9K | 4.4% |
| PDS Planning, Inc | 7,433 | +85 | $1.4M | +$133.7K | 1.1% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7,195 | +105 | $1.3M | +$133.2K | 1.5% |
| One Capital Management, LLC | 7,633 | +63 | $1.4M | +$133.2K | 0.8% |
| North Star Investment Management Corp. | 6,671 | +154 | $1.2M | +$132.9K | 2.4% |
| Foster Victor Wealth Advisors, LLC | 3,547 | +43 | $716.3K | +$132.5K | 1.2% |
| Versant Capital Management, Inc | 6,387 | +178 | $1.2M | +$132.4K | 2.9% |
| Gerber Kawasaki Wealth & Investment Management | 7,594 | +61 | $1.4M | +$132.1K | 0.8% |
| Holistic Financial Partners | 7,052 | +107 | $1.3M | +$131.2K | 1.5% |
| Clarius Group, LLC | 7,855 | +25 | $1.4M | +$130.4K | 0.3% |
| TFC Financial Management, Inc. | 2,310 | +556 | $423.7K | +$130.2K | 31.7% |
| Oak Grove Capital LLC | 4,907 | +300 | $899.9K | +$129.1K | 6.5% |
| SOUTH PLAINS FINANCIAL, INC. | 7,768 | +25 | $1.4M | +$129.0K | 0.3% |
| Luken Investment Analytics, LLC | 7,906 | +11 | $1.4M | +$128.9K | 0.1% |
| TRUST POINT INC. | 6,039 | +187 | $1.1M | +$128.3K | 3.2% |
| Legacy Advisors, LLC | 2,858 | +489 | $524.2K | +$127.8K | 20.6% |
| Thrive Wealth Management, LLC | 4,485 | +333 | $822.5K | +$127.7K | 8.0% |
| Insight Advisors, LLC/ PA | 5,803 | +206 | $1.1M | +$127.4K | 3.7% |
| WEST MICHIGAN ADVISORS, LLC | 6,332 | +153 | $1.2M | +$127.4K | 2.5% |
| Sunpointe, LLC | 3,639 | +406 | $667.5K | +$126.5K | 12.6% |
| Optimize Financial Inc | 2,521 | +511 | $462.4K | +$126.0K | 25.4% |
| First County Bank /CT/ | 6,326 | +141 | $1.2M | +$125.3K | 2.3% |
| MERIDIAN INVESTMENT COUNSEL INC. | 6,544 | +116 | $1.2M | +$124.6K | 1.8% |
| Klingman & Associates, LLC | 5,414 | +223 | $992.9K | +$124.3K | 4.3% |
| Ignite Planners, LLC | 2,676 | +196 | $537.8K | +$122.9K | 7.9% |
| Madison Wealth Partners, Inc | 1,892 | +551 | $347.1K | +$122.7K | 41.1% |
| CVA Family Office, LLC | 7,443 | +16 | $1.4M | +$122.3K | 0.2% |
| Kennebec Savings Bank | 7,564 | +1 | $1.4M | +$121.7K | 0.0% |
| Cornerstone Advisory, LLC | 6,850 | +61 | $1.3M | +$120.2K | 0.9% |
| Sovran Advisors, LLC | 5,168 | +24 | $1.0M | +$120.1K | 0.5% |
| STRATEGY ASSET MANAGERS LLC | 6,788 | +63 | $1.2M | +$119.6K | 0.9% |
| UPTICK PARTNERS, LLC | 3,681 | +354 | $675.1K | +$118.3K | 10.6% |
| Archford Capital Strategies, LLC | 7,268 | +5 | $1.3M | +$117.6K | 0.1% |
| VICUS CAPITAL | 3,725 | +341 | $683.1K | +$116.9K | 10.1% |
| LBMC INVESTMENT ADVISORS, LLC | 7,241 | +1 | $1.3M | +$116.7K | 0.0% |
| High Net Worth Advisory Group LLC | 7,156 | +8 | $1.3M | +$116.4K | 0.1% |
| Rialto Wealth Management, LLC | 7,149 | +4 | $1.3M | +$115.6K | 0.1% |
| N.E.W. Advisory Services LLC | 5,307 | +178 | $973.2K | +$114.9K | 3.5% |
| Moss Adams Wealth Advisors LLC | 5,768 | +129 | $1.1M | +$114.4K | 2.3% |
| Pacific Point Advisors, LLC | 2,053 | +486 | $376.5K | +$114.3K | 31.0% |
| Lineweaver Wealth Advisors, LLC | 2,636 | +427 | $483.5K | +$113.9K | 19.3% |
| Evelyn Partners Investment Management Services Ltd | 1,873 | +295 | $343.5K | +$113.1K | 18.7% |
| Grant Street Asset Management, Inc. | 3,010 | +385 | $552.0K | +$112.7K | 14.7% |
| CALTON & ASSOCIATES, INC. | 4,567 | +233 | $837.6K | +$112.5K | 5.4% |
| BALDWIN WEALTH PARTNERS LLC/MA | 1,756 | +500 | $322.1K | +$111.9K | 39.8% |
| Hardy Reed LLC | 4,706 | +216 | $863.1K | +$111.8K | 4.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 4,332 | +249 | $794.5K | +$111.3K | 6.1% |
| Falcon Wealth Planning | 1,701 | +500 | $312.0K | +$111.0K | 41.6% |
| Midwest Financial Group LLC | 6,857 | +5 | $1.3M | +$111.0K | 0.1% |
| Sunflower Bank, N.A. | 6,558 | +28 | $1.2M | +$110.1K | 0.4% |
| Inman Jager Wealth Management, LLC | 2,996 | +370 | $549.5K | +$110.1K | 14.1% |
| Hopwood Financial Services, Inc. | 5,918 | +86 | $1.1M | +$109.6K | 1.5% |
| Meridian Wealth Advisors, LLC | 5,397 | +132 | $989.8K | +$108.8K | 2.5% |
| DRIVE WEALTH MANAGEMENT, LLC | 5,560 | +114 | $1.0M | +$108.4K | 2.1% |
| Great Diamond Partners, LLC | 3,586 | +300 | $657.7K | +$107.8K | 9.1% |
| Wealth Advisors of Iowa, LLC | 2,223 | +431 | $407.6K | +$107.7K | 24.1% |
| NEW WAVE WEALTH ADVISORS LLC | 5,315 | +133 | $974.8K | +$107.7K | 2.6% |
| Cornerstone Planning Group LLC | 547 | +258 | $109.0K | +$107.1K | 89.3% |
| 44 WEALTH MANAGEMENT LLC | 5,614 | +99 | $1.0M | +$106.8K | 1.8% |
| SHEETS SMITH WEALTH MANAGEMENT | 5,887 | +72 | $1.1M | +$106.7K | 1.2% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 5,696 | +90 | $1.0M | +$106.7K | 1.6% |
| S.A. Mason LLC | 6,596 | +4 | $1.2M | +$106.6K | 0.1% |
| Victrix Investment Advisors | 6,390 | +22 | $1.2M | +$106.4K | 0.3% |
| All Terrain Financial Advisors, LLC | 6,051 | +50 | $1.1M | +$105.6K | 0.8% |
| Peregrine Asset Advisers, Inc. | 4,367 | +211 | $800.9K | +$105.5K | 5.1% |
| Faithward Advisors, LLC | 2,589 | +379 | $474.8K | +$105.0K | 17.1% |
| Greykasell Wealth Strategies, Inc. | 6,165 | +31 | $1.1M | +$104.4K | 0.5% |
| United Advisor Group, LLC | 5,512 | +92 | $1.0M | +$104.0K | 1.7% |
| AA Financial Advisors, LLC | 4,581 | +178 | $840.2K | +$103.4K | 4.0% |
| PRIVATE CLIENT SERVICES, LLC | 3,351 | +294 | $614.5K | +$103.0K | 9.6% |
| True North Advisors, LLC | 6,072 | +32 | $1.1M | +$103.0K | 0.5% |
| Peak Financial Management, Inc. | 6,324 | +8 | $1.2M | +$102.9K | 0.1% |
| McAdam, LLC | 4,277 | +201 | $784.5K | +$102.4K | 4.9% |
| GWN SECURITIES INC. | 6,043 | +139 | $1.1M | +$102.3K | 2.4% |
| Orion Capital Management LLC | 6,330 | +3 | $1.2M | +$102.3K | 0.0% |
| Avantra Family Wealth, Inc. | 5,449 | +87 | $999.3K | +$102.1K | 1.6% |
| SIERRA SUMMIT ADVISORS LLC | 5,516 | +76 | $1.0M | +$101.4K | 1.4% |
| Carter Financial Group, INC. | 5,028 | +120 | $922.2K | +$100.9K | 2.4% |
| Fi3 FINANCIAL ADVISORS, LLC | 2,492 | +364 | $457.1K | +$100.9K | 17.1% |
| Code Waechter LLC | 3,214 | +147 | $589.4K | +$100.6K | 4.8% |
| Coordinated Financial Services, Inc. | 3,567 | +255 | $654.1K | +$99.9K | 7.7% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 5,517 | +67 | $1.0M | +$99.9K | 1.2% |
| Plancorp, LLC | 5,332 | +82 | $978.0K | +$99.5K | 1.6% |
| ARMSTRONG ADVISORY GROUP, INC | 5,389 | +76 | $988.3K | +$99.3K | 1.4% |
| Kerntke Otto McGlone Wealth Management Group | 6,096 | +2 | $1.1M | +$98.2K | 0.0% |
| RKL Wealth Management LLC | 3,321 | +267 | $609.2K | +$98.1K | 8.7% |
| Redwood Wealth Management Group, LLC | 5,982 | +11 | $1.1M | +$98.0K | 0.2% |
| HEADINVEST, LLC | 5,435 | +62 | $996.8K | +$97.7K | 1.1% |
| Salomon & Ludwin, LLC | 2,909 | +208 | $547.6K | +$97.7K | 7.7% |
| Frank, Rimerman Advisors LLC | 4,922 | +107 | $902.7K | +$97.0K | 2.2% |
| Lakeridge Wealth Management LLC | 1,713 | +413 | $314.2K | +$96.7K | 31.8% |
| New World Advisors LLC | 1,670 | +416 | $306.3K | +$96.4K | 33.2% |
| Galvin, Gaustad & Stein, LLC | 5,076 | +88 | $930.9K | +$96.3K | 1.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 580,792 | +518,802 | $106.6K | +$96.2K | 836.9% |
| CYBER HORNET ETFs LLC | 3,845 | +201 | $705.2K | +$95.4K | 5.5% |
| Three Bridge Wealth Advisors, LLC | 5,783 | +14 | $1.1M | +$95.3K | 0.2% |
| Stockman Wealth Management, Inc. | 2,307 | +346 | $423.1K | +$95.0K | 17.6% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5,039 | +81 | $924.1K | +$94.5K | 1.6% |
| WD RUTHERFORD LLC | 1,927 | +377 | $353.4K | +$94.0K | 24.3% |
| Carrera Capital Advisors | 1,887 | +376 | $346.0K | +$93.3K | 24.9% |
| SG Americas Securities, LLC | 511,684 | +507,131 | $93.8K | +$93.1K | 11138.4% |
| Ironwood Investment Counsel, LLC | 4,815 | +92 | $883.1K | +$92.6K | 1.9% |
| Evelyn Partners Asset Management Ltd | 1,553 | +236 | $284.8K | +$92.5K | 17.9% |
| CGC Financial Services, LLC | 1,238 | +433 | $227.0K | +$92.3K | 53.8% |
| Finer Wealth Management, Inc. | 5,668 | +6 | $1.0M | +$92.1K | 0.1% |
| Destiny Wealth Partners, LLC | 3,413 | +3 | $662.5K | +$92.0K | 0.1% |
| Aviance Capital Partners, LLC | 5,647 | +5 | $1.0M | +$91.6K | 0.1% |
| BIRCHBROOK, INC. | 887 | +462 | $162.7K | +$91.6K | 108.7% |
| Spartan Planning & Wealth Management | 2,710 | +285 | $497.0K | +$91.3K | 11.8% |
| Thoma Capital Management LLC | 1,847 | +360 | $338.7K | +$89.9K | 24.2% |
| Westend Capital Management, LLC | 535 | +484 | $98.1K | +$89.6K | 949.0% |
| WPG Advisers, LLC | 2,745 | +272 | $503.4K | +$89.5K | 11.0% |
| Allen Capital Group, LLC | 4,412 | +111 | $809.2K | +$89.5K | 2.6% |
| Schrum Private Wealth Management LLC | 5,472 | +3 | $1.0M | +$88.5K | 0.1% |
| COWA, LLC | 3,867 | +156 | $709.2K | +$88.2K | 4.2% |
| VestGen Investment Management | 1,963 | +338 | $360.0K | +$88.1K | 20.8% |
| FIRETHORN WEALTH PARTNERS, LLC | 4,606 | +84 | $844.7K | +$88.0K | 1.9% |
| Bedell Frazier Investment Counselling, LLC | 2,564 | +277 | $470.2K | +$87.6K | 12.1% |
| Secure Asset Management, LLC | 1,796 | +349 | $329.3K | +$87.3K | 24.1% |
| Occidental Asset Management, LLC | 3,349 | +200 | $614.2K | +$87.3K | 6.3% |
| Persium Advisors, LLC | 5,019 | +39 | $920.5K | +$87.2K | 0.8% |
| Norway Savings Bank | 2,899 | +241 | $531.7K | +$86.9K | 9.1% |
| Frisch Financial Group, Inc. | 4,912 | +44 | $900.8K | +$86.3K | 0.9% |
| D'Orazio & Associates, Inc. | 3,358 | +188 | $615.9K | +$85.4K | 5.9% |
| McGowan Group Asset Management, Inc. | 3,178 | +202 | $582.9K | +$84.9K | 6.8% |
| ALTFEST L J & CO INC | 5,040 | +22 | $924.4K | +$84.8K | 0.4% |
| Revolve Wealth Partners, LLC | 5,061 | +16 | $928.3K | +$84.1K | 0.3% |
| Cottage Street Advisors LLC | 4,337 | +85 | $795.3K | +$83.9K | 2.0% |
| Paragon Private Wealth Management, LLC | 1,866 | +322 | $342.1K | +$83.8K | 20.9% |
| OneAscent Financial Services LLC | 2,155 | +293 | $395.1K | +$83.6K | 15.7% |
| Concord Wealth Partners | 4,157 | +99 | $762.4K | +$83.4K | 2.4% |
| Weaver Consulting Group | 4,814 | +33 | $882.9K | +$82.8K | 0.7% |
| ROWLANDMILLER & PARTNERS.ADV | 3,031 | +203 | $555.9K | +$82.5K | 7.2% |
| GatePass Capital, LLC | 4,660 | +43 | $854.6K | +$82.1K | 0.9% |
| Asset Planning,Inc | 4,965 | +13 | $910.6K | +$82.0K | 0.3% |
| Heritage Investment Group, Inc. | 3,693 | +132 | $677.3K | +$81.4K | 3.7% |
| Wolff Financial Management LLC | 4,989 | +2 | $915.0K | +$80.5K | 0.0% |
| UNIVEST FINANCIAL Corp | 4,857 | +13 | $890.8K | +$80.3K | 0.3% |
| MARATHON CAPITAL MANAGEMENT | 4,957 | +2 | $909.1K | +$80.0K | 0.0% |
| Parkwoods Wealth Partners, LLC | 2,168 | +269 | $397.6K | +$79.9K | 14.2% |
| SYM FINANCIAL Corp | 1,824 | +297 | $334.6K | +$79.1K | 19.4% |
| SL ADVISORS, LLC | 4,697 | +21 | $861.4K | +$79.0K | 0.4% |
| Walkner Condon Financial Advisors LLC | 1,831 | +259 | $335.8K | +$78.4K | 16.5% |
| NAVELLIER & ASSOCIATES INC | 3,970 | +86 | $728.2K | +$78.4K | 2.2% |
| Safeguard Investment Advisory Group, LLC | 2,210 | +254 | $405.4K | +$78.1K | 13.0% |
| Acorn Wealth Advisors, LLC | 4,714 | +12 | $864.5K | +$77.6K | 0.3% |
| Ellenbecker Investment Group | 2,401 | +228 | $440.5K | +$76.9K | 10.5% |
| Fortitude Family Office, LLC | 2,978 | +171 | $546.2K | +$76.5K | 6.1% |
| Lantz Financial LLC | 3,573 | +111 | $655.3K | +$75.9K | 3.2% |
| AAF Wealth Management, LLC | 1,887 | +271 | $346.1K | +$75.7K | 16.8% |
| Fusion Capital, LLC | 13,501 | +50 | $2.5M | +$75.2K | 0.4% |
| LGT Group Foundation | 4,338 | +13 | $798.2K | +$75.1K | 0.3% |
| Trust Co of the South | 2,694 | +190 | $494.1K | +$75.1K | 7.6% |
| McLean Asset Management Corp | 2,470 | +5 | $491.1K | +$75.1K | 0.2% |
| Redhawk Wealth Advisors, Inc. | 4,421 | +24 | $810.8K | +$75.1K | 0.5% |
| Uniting Wealth Partners, LLC | 3,984 | +64 | $730.7K | +$74.8K | 1.6% |
| Family Management Corp | 3,102 | +149 | $568.9K | +$74.8K | 5.0% |
| Aurdan Capital Management, LLC | 3,092 | +149 | $567.1K | +$74.6K | 5.1% |
| Castle Rock Wealth Management, LLC | 1,831 | +42 | $371.6K | +$74.5K | 2.3% |
| Triumph Capital Management | 414 | +403 | $75.9K | +$74.1K | 3663.6% |
| HBW ADVISORY SERVICES LLC | 4,479 | +11 | $821.5K | +$73.8K | 0.2% |
| Perennial Investment Advisors, LLC | 4,470 | +11 | $819.8K | +$73.8K | 0.2% |
| CAMDEN NATIONAL BANK | 2,778 | +173 | $509.5K | +$73.6K | 6.6% |
| LAZARI CAPITAL MANAGEMENT, INC. | 4,566 | +1 | $837.3K | +$73.5K | 0.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,000 | +245 | $366.9K | +$73.3K | 14.0% |
| Allen Mooney & Barnes Investment Advisors LLC | 4,490 | +4 | $823.4K | +$72.7K | 0.1% |
| Leelyn Smith, LLC | 3,503 | +97 | $642.5K | +$72.7K | 2.8% |
| OAKWORTH CAPITAL, INC. | 4,437 | +8 | $813.7K | +$72.6K | 0.2% |
| Verum Partners LLC | 4,134 | +35 | $758.2K | +$72.3K | 0.8% |
| True Link Financial Advisors, LLC | 1,613 | +277 | $295.8K | +$72.3K | 20.7% |
| TruNorth Capital Management, LLC | 1,175 | +319 | $215.5K | +$72.3K | 37.3% |
| Richard C. Young & CO., LTD. | 1,779 | +258 | $326.2K | +$71.7K | 17.0% |
| Tanager Wealth Management LLP | 1,508 | +280 | $276.6K | +$71.1K | 22.8% |
| MBA Advisors LLC | 4,215 | +20 | $773.0K | +$71.1K | 0.5% |
| Westside Investment Management, Inc. | 3,688 | +27 | $683.4K | +$71.0K | 0.7% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 3,446 | +93 | $632.0K | +$70.9K | 2.8% |
| Mezzasalma Advisors, LLC | 3,257 | +31 | $609.9K | +$70.1K | 1.0% |
| CFS Investment Advisory Services, LLC | 8,606 | +163 | $1.6M | +$70.0K | 1.9% |
| MEEDER ASSET MANAGEMENT INC | 535 | +366 | $98.1K | +$69.8K | 216.6% |
| China Universal Asset Management Co., Ltd. | 3,490 | +82 | $640.1K | +$69.8K | 2.4% |
| MCRAE CAPITAL MANAGEMENT INC | 2,587 | +167 | $474.5K | +$69.5K | 6.9% |
| Abel Hall, LLC | 1,608 | +259 | $294.8K | +$69.2K | 19.2% |
| Addison Capital Co | 4,294 | +1 | $787.5K | +$69.1K | 0.0% |
| Stonebrook Private Inc. | 2,862 | +136 | $524.8K | +$68.8K | 5.0% |
| Perfromance Wealth Partners, LLC | 3,444 | +79 | $631.6K | +$68.6K | 2.3% |
| Members Trust Co | 4,114 | +14 | $754.5K | +$68.5K | 0.3% |
| Wealthcare Capital Partners, LLC | 3,143 | +106 | $576.5K | +$68.3K | 3.5% |
| AssuredPartners Investment Advisors, LLC | 2,939 | +123 | $539.0K | +$67.7K | 4.4% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 3,286 | +89 | $602.6K | +$67.7K | 2.8% |
| Sharkey, Howes & Javer | 3,572 | +62 | $655.0K | +$67.7K | 1.8% |
| Silicon Valley Capital Partners | 4,175 | +1 | $765.7K | +$67.3K | 0.0% |
| Mission Creek Capital Partners, Inc. | 6,476 | +2 | $766.3K | +$67.3K | 0.0% |
| Mill Creek Capital Advisors, LLC | 3,156 | +97 | $578.8K | +$66.9K | 3.2% |
| CASCADE INVESTMENT GROUP, INC. | 3,718 | +42 | $681.9K | +$66.8K | 1.1% |
| Sandy Cove Advisors, LLC | 3,634 | +50 | $666.4K | +$66.8K | 1.4% |
| Chris Bulman Inc | 1,577 | +248 | $289.1K | +$66.7K | 18.7% |
| GoalVest Advisory LLC | 1,408 | +262 | $258.2K | +$66.5K | 22.9% |
| Element Wealth, LLC | 3,883 | +18 | $712.1K | +$65.4K | 0.5% |
| O'Connor Financial Group LLC | 2,253 | +4 | $441.6K | +$65.3K | 0.2% |
| Mirador Capital Partners LP | 1,590 | +236 | $291.6K | +$65.2K | 17.4% |
| Center for Financial Planning, Inc. | 3,021 | +95 | $554.1K | +$64.4K | 3.2% |
| Paragon Capital Management LLC | 2,915 | +100 | $534.6K | +$63.6K | 3.5% |
| Washington Trust Bank | 3,095 | +81 | $567.6K | +$63.3K | 2.7% |
| Sunbeam Capital Management, LLC | 3,383 | +53 | $620.4K | +$63.2K | 1.6% |
| Beaird Harris Wealth Management, LLC | 3,363 | +54 | $616.8K | +$63.1K | 1.6% |
| Sequent Planning LLC | 3,364 | +54 | $616.9K | +$63.1K | 1.6% |
| OPTIMA CAPITAL LLC | 3,883 | +3 | $712.1K | +$62.9K | 0.1% |
| DEFINED WEALTH MANAGEMENT, LLC | 3,514 | +38 | $644.5K | +$62.8K | 1.1% |
| Morton Capital Management LLC/CA | 3,776 | +12 | $692.6K | +$62.8K | 0.3% |
| Crown Wealth Group, LLC | 1,870 | +194 | $343.0K | +$62.5K | 11.6% |
| Silver Lake Advisory, LLC | 3,749 | +14 | $687.5K | +$62.5K | 0.4% |
| BEARING POINT CAPITAL, LLC | 2,625 | +120 | $481.4K | +$62.3K | 4.8% |
| Parisi Gray Wealth Management | 2,027 | +177 | $371.7K | +$62.1K | 9.6% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3,716 | +14 | $681.5K | +$62.1K | 0.4% |
| Cornerstone Select Advisors, LLC | 2,072 | +168 | $380.0K | +$61.4K | 8.8% |
| ELEVATUS WELATH MANAGEMENT | 3,221 | +57 | $590.8K | +$61.4K | 1.8% |
| Quaker Wealth Management, LLC | 3,395 | +39 | $622.7K | +$61.2K | 1.2% |
| WEIK CAPITAL MANAGEMENT | 2,087 | +165 | $382.8K | +$61.1K | 8.6% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 2,423 | +132 | $444.4K | +$61.1K | 5.8% |
| Certified Advisory Corp | 3,643 | +13 | $668.1K | +$60.6K | 0.3% |
| Hilltop National Bank | 2,833 | +88 | $519.6K | +$60.3K | 3.2% |
| SCHULHOFF & CO INC | 3,188 | +52 | $584.7K | +$59.9K | 1.6% |
| Summit Wealth Group, LLC | 2,558 | +112 | $469.1K | +$59.8K | 4.6% |
| Retirement Investment Advisors, Inc. | 1,452 | +217 | $266.3K | +$59.6K | 17.6% |
| Sand Hill Global Advisors, LLC | 3,206 | +47 | $588.0K | +$59.4K | 1.5% |
| WEST PACES ADVISORS INC. | 3,594 | +6 | $659.1K | +$58.8K | 0.2% |
| LongView Wealth Management | 1,575 | +101 | $305.3K | +$58.7K | 6.8% |
| TFR Capital, LLC. | 3,533 | +6 | $648.0K | +$57.8K | 0.2% |
| Financial Life Planners | 3,401 | +13 | $623.8K | +$56.9K | 0.4% |
| Wealth Quarterback LLC | 3,484 | +3 | $639.0K | +$56.7K | 0.1% |
| Navis Wealth Advisors, LLC | 3,141 | +32 | $576.1K | +$55.8K | 1.0% |
| Diversified Portfolios, Inc. | 1,527 | +187 | $280.1K | +$55.8K | 13.9% |
| 49 WEALTH MANAGEMENT, LLC | 2,595 | +85 | $475.9K | +$55.8K | 3.4% |
| Signal Advisors Wealth, LLC | 2,363 | +106 | $433.4K | +$55.7K | 4.7% |
| IVC Wealth Advisors LLC | 2,983 | +45 | $547.2K | +$55.5K | 1.5% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 2,692 | +13 | $493.6K | +$55.2K | 0.5% |
| BlackDiamond Wealth Management, LLC | 1,827 | +13 | $358.4K | +$54.9K | 0.7% |
| Keystone Wealth Services, LLC | 2,285 | +106 | $419.0K | +$54.5K | 4.9% |
| Clarion Wealth Managment Partners, LLC | 3,317 | +5 | $608.4K | +$54.2K | 0.1% |
| Hidden Cove Wealth Management, LLC | 2,645 | +69 | $485.1K | +$54.1K | 2.7% |
| Fortis Capital Management LLC | 2,140 | +116 | $392.5K | +$53.8K | 5.7% |
| CRUX WEALTH ADVISORS | 3,329 | +2 | $610.5K | +$53.7K | 0.1% |
| GDS Wealth Management | 2,968 | +35 | $544.3K | +$53.6K | 1.2% |
| CBIZ Investment Advisory Services, LLC | 1,114 | +212 | $204.3K | +$53.4K | 23.5% |
| KELLEHER FINANCIAL ADVISORS | 3,162 | +15 | $579.9K | +$53.3K | 0.5% |
| Baron Wealth Management LLC | 3,200 | +10 | $587.0K | +$53.1K | 0.3% |
| McIlrath & Eck, LLC | 645 | +255 | $118.3K | +$53.0K | 65.4% |
| BXM Wealth LLC | 61,930 | +55,848 | $964.8K | -$52.9K | 918.3% |
| Joule Financial, LLC | 3,246 | +5 | $595.3K | +$52.9K | 0.1% |
| Tranquilli Financial Advisor LLC | 2,605 | +64 | $477.8K | +$52.6K | 2.5% |
| KEYVANTAGE WEALTH, LLC | 1,419 | +176 | $260.3K | +$52.2K | 14.2% |
| HOWARD FINANCIAL SERVICES, LTD. | 1,438 | +173 | $263.7K | +$52.0K | 13.7% |
| STEPH & CO | 2,810 | +41 | $515.4K | +$52.0K | 1.5% |
| Fragasso Financial Advisors Inc | 2,090 | +97 | $383.3K | +$51.3K | 4.9% |
| BankPlus Wealth Management LLC | 3,089 | +6 | $566.9K | +$51.1K | 0.2% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3,154 | +2 | $578.5K | +$51.1K | 0.1% |
| Dunhill Financial, LLC | 5,065 | +1,847 | $589.5K | +$51.0K | 57.4% |
| NOESIS CAPITAL MANGEMENT CORP | 1,558 | +153 | $285.7K | +$50.6K | 10.9% |
| DecisionPoint Financial, LLC | 286 | +274 | $52.5K | +$50.4K | 2283.3% |
| FIDUCIARY FINANCIAL GROUP, LLC | 2,215 | +88 | $406.2K | +$50.3K | 4.1% |
| Reyes Financial Architecture, Inc. | 2,912 | +21 | $534.1K | +$50.3K | 0.7% |
| Goldstone Financial Group, LLC | 2,863 | +25 | $525.0K | +$50.2K | 0.9% |
| Regent Peak Wealth Advisors LLC | 2,730 | +38 | $500.6K | +$50.2K | 1.4% |
| Topsail Wealth Management, LLC | 2,801 | +28 | $513.7K | +$49.7K | 1.0% |
| TD Capital Management LLC | 744 | +221 | $136.4K | +$49.0K | 42.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,798,472 | +23,923 | $513.2K | +$49.0K | 0.9% |
| Lansing Street Advisors | 2,674 | +34 | $490.5K | +$48.7K | 1.3% |
| Mayfair Advisory Group, LLC | 2,400 | +6 | $449.3K | +$48.7K | 0.3% |
| Lincoln Capital LLC | 2,888 | +1 | $529.6K | +$48.6K | 0.0% |
| Empirical Asset Management, LLC | 5,048 | +104 | $349.5K | +$47.8K | 2.1% |
| LEGACY SOLUTIONS, LLC | 2,642 | +29 | $484.5K | +$47.3K | 1.1% |
| CWS Financial Advisors, LLC | 1,561 | +133 | $286.2K | +$47.3K | 9.3% |
| Tumwater Wealth Management, LLC | 2,825 | +11 | $518.1K | +$47.2K | 0.4% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 1,419 | +144 | $260.2K | +$46.9K | 11.3% |
| Meridian Financial, LLC | 2,599 | +30 | $476.7K | +$46.8K | 1.2% |
| Bogart Wealth, LLC | 2,614 | +27 | $479.4K | +$46.5K | 1.0% |
| One Day In July LLC | 2,182 | +66 | $400.2K | +$46.1K | 3.1% |
| Fortune Financial Advisors, LLC | 2,802 | +7 | $513.8K | +$46.1K | 0.3% |
| Symphony Financial Services, Inc. | 1,655 | +115 | $303.6K | +$45.9K | 7.5% |
| ATTICUS WEALTH MANAGEMENT, LLC | 2,811 | +4 | $515.5K | +$45.8K | 0.1% |
| EWA, LLC | 2,173 | +64 | $398.5K | +$45.6K | 3.0% |
| Clayton Financial Group LLC | 439 | +226 | $80.5K | +$44.9K | 106.1% |
| San Luis Wealth Advisors LLC | 2,132 | +63 | $391.0K | +$44.8K | 3.0% |
| BSW Wealth Partners | 2,621 | +15 | $480.7K | +$44.6K | 0.6% |
| LeConte Wealth Management, LLC | 2,247 | +51 | $412.1K | +$44.6K | 2.3% |
| Bouchey Financial Group Ltd | 2,674 | +8 | $490.5K | +$44.3K | 0.3% |
| Comprehensive Financial Planning, Inc./PA | 2,651 | +9 | $486.4K | +$44.2K | 0.3% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2,444 | +26 | $448.2K | +$43.6K | 1.1% |
| Impact Partnership Wealth, LLC | 1,971 | +71 | $361.5K | +$43.6K | 3.7% |
| Detalus Advisors, LLC | 2,684 | +1 | $492.3K | +$43.5K | 0.0% |
| NorthStar Asset Management LLC /NJ/ | 1,620 | +103 | $297.1K | +$43.3K | 6.8% |
| Mowery & Schoenfeld Wealth Management, LLC | 1,340 | +125 | $245.8K | +$42.5K | 10.3% |
| TrueWealth Advisors, LLC | 1,950 | +65 | $357.6K | +$42.2K | 3.4% |
| Resolute Wealth Strategies, LLC | 2,510 | +9 | $460.3K | +$41.7K | 0.3% |
| Lionshead Wealth Management, LLC | 2,429 | +15 | $445.5K | +$41.5K | 0.6% |
| Activest Wealth Management | 1,140 | +138 | $209.1K | +$41.4K | 13.8% |
| Prasad Wealth Partners, LLC | 2,519 | +6 | $461.9K | +$41.3K | 0.2% |
| Vermillion Wealth Management, Inc. | 472 | +200 | $86.6K | +$41.1K | 73.5% |
| North Capital, Inc. | 2,366 | +13 | $433.9K | +$40.2K | 0.6% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,759 | +71 | $322.6K | +$40.1K | 4.2% |
| LEGACY FINANCIAL GROUP, INC. | 1,342 | +111 | $246.1K | +$40.1K | 9.0% |
| Elgethun Capital Management | 2,259 | +4 | $414.3K | +$39.3K | 0.2% |
| Evergreen Private Wealth LLC | 1,471 | +93 | $269.7K | +$39.2K | 6.7% |
| Colonial River Investments, LLC | 1,507 | +87 | $276.4K | +$38.8K | 6.1% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 2,236 | +17 | $410.1K | +$38.8K | 0.8% |
| CASTLE WEALTH MANAGEMENT LLC | 2,404 | +1 | $440.8K | +$38.8K | 0.0% |
| Alta Wealth Advisors LLC | 1,969 | +41 | $361.2K | +$38.6K | 2.1% |
| FAIRFIELD, BUSH & CO. | 2,310 | +6 | $423.7K | +$38.1K | 0.3% |
| Panoramic Capital Partners, LLC | 2,276 | +6 | $417.4K | +$37.6K | 0.3% |
| Monument Group Wealth Advisors, LLC | 1,827 | +45 | $335.1K | +$36.9K | 2.5% |
| Elser Financial Planning, Inc | 1,351 | +84 | $247.8K | +$36.7K | 6.6% |
| Latitude Advisors, LLC | 1,964 | +30 | $360.2K | +$36.6K | 1.6% |
| Warther Private Wealth, LLC | 2,025 | +22 | $371.4K | +$36.2K | 1.1% |
| Commonwealth Financial Services, LLC | 1,998 | +23 | $366.4K | +$36.0K | 1.2% |
| Quad-Cities Investment Group, LLC | 2,194 | +3 | $402.3K | +$35.6K | 0.1% |
| Eagle Bluffs Wealth Management LLC | 2,074 | +13 | $380.4K | +$35.5K | 0.6% |
| Quantum Financial Advisors, LLC | 2,166 | +3 | $397.2K | +$35.3K | 0.1% |
| Elmwood Wealth Management, Inc. | 2,002 | +18 | $367.2K | +$35.2K | 0.9% |
| RIDGECREST WEALTH PARTNERS, LLC | 1,712 | +44 | $314.0K | +$34.9K | 2.6% |
| MATAURO, LLC | 1,965 | +18 | $360.5K | +$34.6K | 0.9% |
| Baring Financial LLC | 1,614 | +51 | $296.1K | +$34.6K | 3.3% |
| Worth Asset Management, LLC | 1,579 | +54 | $289.6K | +$34.4K | 3.5% |
| tru Independence LLC | 1,355 | +75 | $248.5K | +$34.3K | 5.8% |
| Sandbox Financial Partners, LLC | 1,434 | +67 | $263.0K | +$34.2K | 4.9% |
| MAGNOLIA CAPITAL ADVISORS LLC | 1,925 | +19 | $353.0K | +$34.1K | 1.0% |
| COLLECTIVE FAMILY OFFICE LLC | 1,618 | +48 | $296.7K | +$34.0K | 3.0% |
| First Bank & Trust | 1,867 | +24 | $342.4K | +$34.0K | 1.3% |
| PENNINGTON PARTNERS & CO., LLC | 2,100 | +1 | $385.2K | +$34.0K | 0.0% |
| Jackson, Grant Investment Advisers, Inc. | 2,068 | +4 | $379.2K | +$33.9K | 0.2% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 2,097 | +1 | $384.5K | +$33.7K | 0.0% |
| WP Advisors, LLC | 2,019 | +6 | $370.2K | +$33.3K | 0.3% |
| Lifestyle Asset Management, Inc. | 1,896 | +17 | $347.7K | +$33.3K | 0.9% |
| Canvas Wealth Advisors, LLC | 1,709 | +27 | $313.4K | +$33.2K | 1.6% |
| Bernardo Wealth Planning LLC | 1,820 | +23 | $333.9K | +$33.1K | 1.3% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 1,973 | +8 | $361.8K | +$32.9K | 0.4% |
| Net Worth Advisory Group | 2,034 | +1 | $373.0K | +$32.9K | 0.0% |
| REAP Financial Group, LLC | 667 | +132 | $122.4K | +$32.8K | 24.7% |
| FWL INVESTMENT MANAGEMENT, LLC | 294 | +167 | $53.9K | +$32.7K | 131.5% |
| Leisure Capital Management | 1,951 | +7 | $357.8K | +$32.5K | 0.4% |
| Walker Asset Management, LLC | 1,925 | +7 | $353.1K | +$32.1K | 0.4% |
| Essential Planning, LLC. | 1,747 | +21 | $320.4K | +$31.6K | 1.2% |
| Oxler Private Wealth LLC | 1,902 | +6 | $348.8K | +$31.5K | 0.3% |
| Inspire Advisors, LLC | 1,488 | +45 | $272.9K | +$31.4K | 3.1% |
| Tortoise Investment Management, LLC | 1,852 | +8 | $339.7K | +$31.1K | 0.4% |
| WealthTrak Capital Management LLC | 1,488 | +39 | $272.9K | +$30.4K | 2.7% |
| Cypress Capital Management LLC (WY) | 1,524 | +34 | $279.5K | +$30.2K | 2.3% |
| Murphy & Mullick Capital Management Corp | 1,872 | +2 | $343.3K | +$29.9K | 0.1% |
| Tacita Capital Inc | 847 | +97 | $155.3K | +$29.8K | 12.9% |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 1,644 | +18 | $301.5K | +$29.4K | 1.1% |
| MOTIVE WEALTH ADVISORS | 1,755 | +7 | $321.9K | +$29.4K | 0.4% |
| David J Yvars Group | 1,269 | +51 | $232.7K | +$28.8K | 4.2% |
| McGlone Suttner Wealth Management, Inc. | 1,436 | +32 | $263.3K | +$28.4K | 2.3% |
| Partners in Financial Planning | 1,577 | +18 | $289.2K | +$28.4K | 1.1% |
| ELEVATION WEALTH PARTNERS, LLC | 1,654 | +10 | $303.4K | +$28.2K | 0.6% |
| IMG Wealth Management, Inc. | 250 | +143 | $45.9K | +$27.9K | 133.6% |
| Windsor Capital Management, LLC | 1,556 | +17 | $285.3K | +$27.7K | 1.1% |
| Balefire, LLC | 1,621 | +8 | $297.3K | +$27.4K | 0.5% |
| IAM Advisory, LLC | 1,380 | +30 | $253.1K | +$27.3K | 2.2% |
| Realta Investment Advisors | 1,421 | +25 | $260.7K | +$27.1K | 1.8% |
| KEB ASSET MANAGEMENT, LLC | 1,546 | +12 | $283.6K | +$26.8K | 0.8% |
| Gordian Advisors LLC | 1,634 | +2 | $299.7K | +$26.6K | 0.1% |
| Berger Financial Group, Inc | 1,592 | +6 | $292.0K | +$26.6K | 0.4% |
| Abound Wealth Management | 1,607 | +3 | $294.6K | +$26.2K | 0.2% |
| MADDEN SECURITIES Corp | 1,581 | +3 | $290.0K | +$25.9K | 0.2% |
| Team Financial Group, LLC | 290 | +125 | $53.2K | +$25.7K | 75.8% |
| 1 NORTH WEALTH SERVICES LLC | 167 | +137 | $30.6K | +$25.6K | 456.7% |
| Argentarii, LLC | 1,357 | +21 | $248.9K | +$25.3K | 1.6% |
| FINANCIAL MANAGEMENT NETWORK INC | 1,303 | +7 | $244.0K | +$25.3K | 0.5% |
| Wilkins Miller Wealth Management, LLC | 1,494 | +4 | $274.2K | +$24.7K | 0.3% |
| Riverview Trust Co | 1,133 | +36 | $207.8K | +$24.2K | 3.3% |
| Benchmark Financial Wealth Advisors, LLC | 1,278 | +21 | $234.4K | +$24.1K | 1.7% |
| Financial Freedom, LLC | 1,487 | +1 | $272.7K | +$23.9K | 0.1% |
| Northwest Quadrant Wealth Management, LLC | 1,432 | +2 | $262.7K | +$23.5K | 0.1% |
| Exit Wealth Advisors, LLC. | 1,401 | +5 | $256.9K | +$23.4K | 0.3% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 1,344 | +10 | $246.5K | +$23.3K | 0.7% |
| Thrivent Financial for Lutherans | 178,360 | +120,094 | $32.7K | +$23.0K | 206.1% |
| American Financial Advisors, LLC | 1,386 | +4 | $254.2K | +$22.8K | 0.3% |
| Seneca Financial Advisors LLC | 1,370 | +1 | $251.2K | +$22.2K | 0.1% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1,360 | +2 | $249.4K | +$22.1K | 0.1% |
| SATOVSKY ASSET MANAGEMENT LLC | 1,239 | +13 | $227.2K | +$22.0K | 1.1% |
| ACORN CREEK CAPITAL LLC | 1,330 | +1 | $243.9K | +$21.5K | 0.1% |
| Legacy Bridge, LLC | 123 | +115 | $22.6K | +$21.2K | 1437.5% |
| Ranch Capital Advisors Inc. | 1,286 | +2 | $235.8K | +$20.9K | 0.1% |
| Brucke Financial, Inc. | 3,194 | +29 | $585.8K | +$20.8K | 0.9% |
| SAGE RHINO CAPITAL LLC | 1,281 | +1 | $234.9K | +$20.8K | 0.1% |
| Gradient Capital Advisors, LLC | 1,256 | +3 | $230.3K | +$20.7K | 0.2% |
| Independence Financial Advisors, LLC | 1,263 | +2 | $231.7K | +$20.6K | 0.1% |
| SP Asset Management LLC | 1,238 | +4 | $227.1K | +$20.6K | 0.3% |
| Plan Group Financial, LLC | 1,263 | +1 | $231.6K | +$20.5K | 0.1% |
| Vision Capital Management, Inc. | 1,240 | +1 | $227.4K | +$20.1K | 0.1% |
| COMMONS CAPITAL, LLC | 1,238 | +1 | $227.0K | +$20.1K | 0.1% |
| SJS Investment Consulting Inc. | 654 | +53 | $120.0K | +$19.4K | 8.8% |
| E Fund Management (Hong Kong) Co., Ltd. | 101 | +92 | $20.3K | +$18.8K | 1022.2% |
| SWAN Capital LLC | 102 | +96 | $18.8K | +$17.8K | 1600.0% |
| TOTH FINANCIAL ADVISORY CORP | 990 | +11 | $181.6K | +$17.7K | 1.1% |
| HOLLENCREST CAPITAL MANAGEMENT | 672 | +40 | $123.3K | +$17.6K | 6.3% |
| Whipplewood Advisors, LLC | 1,008 | +8 | $184.9K | +$17.5K | 0.8% |
| HIGHLINE WEALTH PARTNERS LLC | 1,009 | +7 | $185.0K | +$17.4K | 0.7% |
| DAGCO, INC. | 1,048 | +2 | $192.3K | +$17.3K | 0.2% |
| True Wealth Design, LLC | 689 | +35 | $126.3K | +$16.9K | 5.3% |
| Fourth Dimension Wealth, LLC | 993 | +1 | $182.1K | +$16.0K | 0.1% |
| Border to Coast Pensions Partnership Ltd | 486,647 | +40,043 | $89.4K | +$14.7K | 9.0% |
| American Capital Advisory, LLC | 761 | +7 | $139.6K | +$13.4K | 0.9% |
| Frazier Financial Advisors, LLC | 326 | +44 | $59.8K | +$12.7K | 15.6% |
| Penserra Capital Management LLC | 263,471 | +49,192 | $48.3K | +$12.5K | 22.9% |
| Wiser Advisor Group LLC | 743 | +3 | $136.3K | +$12.4K | 0.4% |
| Valued Wealth Advisors LLC | 658 | +7 | $120.7K | +$11.8K | 1.1% |
| Dogwood Wealth Management LLC | 249 | +43 | $45.7K | +$11.2K | 20.9% |
| CWM, LLC | 207,464 | +37,844 | $38.0K | +$9.7K | 22.3% |
| Caitlin John, LLC | 59 | +50 | $10.8K | +$9.3K | 555.5% |
| LORD, ABBETT & CO. LLC | 552,343 | +8 | $101.3K | +$8.9K | 0.0% |
| NWF Advisory Services Inc. | 5,499 | +2,888 | $428.3K | -$8.6K | 110.6% |
| Raleigh Capital Management Inc. | 394 | +5 | $72.2K | +$7.1K | 1.3% |
| iA Global Asset Management Inc. | 41,962 | +37,560 | $7.7K | +$7.0K | 853.2% |
| IMA Advisory Services, Inc. | 44 | +37 | $8.1K | +$6.9K | 528.6% |
| Bay Harbor Wealth Management, LLC | 86 | +29 | $15.8K | +$6.2K | 50.9% |
| MPWM ADVISORY SOLUTIONS, LLC | 275 | +11 | $50.4K | +$6.2K | 4.2% |
| Seneschal Advisors, LLC | 330 | +1 | $60.5K | +$5.4K | 0.3% |
| Howard Hughes Medical Institute | 288 | +1 | $52.8K | +$4.8K | 0.3% |
| Cambridge Investment Research Advisors, Inc. | 289,510 | +327 | $53.1K | +$4.7K | 0.1% |
| Daiwa Securities Group Inc. | 216,470 | +7,140 | $39.7K | +$4.7K | 3.4% |
| Atlantic Private Wealth, LLC | 205 | +5 | $37.6K | +$4.1K | 2.5% |
| Bare Financial Services, Inc | 124 | +11 | $22.7K | +$3.8K | 9.7% |
| Hughes Financial Services, LLC | 751 | +2 | $137.7K | +$3.6K | 0.3% |
| WINNOW WEALTH LLC | 61 | +15 | $11.2K | +$3.5K | 32.6% |
| Clarity Asset Management, Inc. | 126 | +9 | $23.0K | +$3.4K | 7.7% |
| Signature Resources Capital Management, LLC | 87 | +12 | $16.0K | +$3.4K | 16.0% |
| PFS Partners, LLC | 197 | +1 | $36.1K | +$3.3K | 0.5% |
| SOA Wealth Advisors, LLC. | 193 | +1 | $35.3K | +$3.1K | 0.5% |
| PARK AVENUE SECURITIES LLC | 83,631 | +8,358 | $15.3K | +$2.7K | 11.1% |
| HFM Investment Advisors, LLC | 30 | +10 | $5.5K | +$2.2K | 50.0% |
| WEDBUSH SECURITIES INC | 53,168 | +7,164 | $9.8K | +$2.1K | 15.6% |
| Stone House Investment Management, LLC | 87 | +3 | $16.0K | +$1.9K | 3.6% |
| BESSEMER GROUP INC | 56,534 | +3,191 | $10.4K | +$1.4K | 6.0% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 13,637 | +7,194 | $2.5K | +$1.4K | 111.7% |
| GGM Financials LLC | 83 | +1 | $15.2K | +$1.4K | 1.2% |
| VALICENTI ADVISORY SERVICES INC | 75,802 | +365 | $13.9K | +$1.3K | 0.5% |
| DILLON & ASSOCIATES INC | 40,327 | +2,147 | $7.4K | +$1.0K | 5.6% |
| MJT & Associates Financial Advisory Group, Inc. | 44 | +2 | $8.0K | +$986 | 4.8% |
| Trust Co of Kansas | 53,630 | +130 | $9.8K | +$884 | 0.2% |
| Harvest Fund Management Co., Ltd | 8,263 | +3,538 | $1.5K | +$726 | 74.9% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 26,597 | +1,365 | $4.9K | +$656 | 5.4% |
| Seascape Capital Management | 27,619 | +198 | $5.1K | +$477 | 0.7% |
| ROSS\JOHNSON & Associates LLC | 6 | +2 | $1.1K | +$431 | 50.0% |
| Migdal Insurance & Financial Holdings Ltd. | 4,536 | +2,095 | $832 | +$424 | 85.8% |
| Bollard Group LLC | 24,032 | +53 | $4.4K | +$396 | 0.2% |
| VALLEY NATIONAL ADVISERS INC | 3,553 | +1,942 | $651 | +$382 | 120.5% |
| Ceeto Capital Group, LLC | 20,387 | +179 | $3.7K | +$358 | 0.9% |
| CENTAURUS FINANCIAL, INC. | 11,733 | +844 | $2.2K | +$330 | 7.8% |
| BOSTON FAMILY OFFICE LLC | 17,857 | +54 | $3.3K | +$296 | 0.3% |
| Greenwich Wealth Management LLC | 5,674 | +1,015 | $1.0K | +$261 | 21.8% |
| HAZLETT, BURT & WATSON, INC. | 12,129 | +206 | $2.2K | +$233 | 1.7% |
| APPLETON PARTNERS INC/MA | 4,705 | +842 | $863 | +$217 | 21.8% |
| X-Square Capital, LLC | 10,102 | +244 | $1.9K | +$203 | 2.5% |
| Smithfield Trust Co | 9,760 | +72 | $1.8K | +$171 | 0.7% |
| Investor's Fiduciary Advisor Network, LLC | 3,105 | +479 | $569 | +$130 | 18.2% |
| GSA CAPITAL PARTNERS LLP | 5,271 | +211 | $967 | +$120 | 4.2% |
| Reynders McVeigh Capital Management, LLC | 7,388 | +4 | $1.4K | +$119 | 0.1% |
| SENTINEL TRUST CO LBA | 5,555 | +4 | $1.0K | +$90 | 0.1% |
| Covestor Ltd | 776 | +387 | $142 | +$77 | 99.5% |
| Acorns Advisers, LLC | 1,807 | +273 | $331 | +$74 | 17.8% |
| LaSalle St. Investment Advisors, LLC | 2,982 | +87 | $547 | +$63 | 3.0% |
| HORIZON BANCORP INC /IN/ | 3,202 | +30 | $587 | +$56 | 0.9% |
| Opus Capital Group, LLC | 1,362 | +99 | $250 | +$39 | 7.8% |
| Wood Tarver Financial Group, LLC | 1,384 | +3 | $253 | +$22 | 0.2% |
| TSFG, LLC | 1,202 | +1 | $220 | +$19 | 0.1% |
| CKW FINANCIAL GROUP | 105 | +1 | $19 | +$2 | 1.0% |