13F QoQ Ownership Changes
RYDAF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 173 new · 511 added · 759 reduced · 104 exited
New Positions(173)
Added To(511)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 98,411,280 | +2,271,143 | $7.23B | +$354.4M | 2.4% |
| Mawer Investment Management Ltd. | 8,075,089 | +3,574,353 | $593.4M | +$271.4M | 79.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 2,489,647 | +1,729,037 | $182.9M | +$128.5M | 227.3% |
| Fisher Asset Management, LLC | 27,142,785 | +332,839 | $1.99B | +$76.7M | 1.2% |
| JENNISON ASSOCIATES LLC | 3,615,220 | +904,807 | $265.6M | +$71.8M | 33.4% |
| JANE STREET GROUP, LLC | 2,104,298 | +784,658 | $154.6M | +$60.2M | 59.5% |
| D. E. Shaw & Co., Inc. | 6,962,931 | +627,253 | $511.6M | +$58.4M | 9.9% |
| American Assets Investment Management, LLC | 651,000 | +365,000 | $47.8M | +$27.4M | 127.6% |
| BANK OF MONTREAL /CAN/ | 1,876,976 | +270,111 | $137.9M | +$23.0M | 16.8% |
| MORGAN STANLEY | 9,549,023 | +53,016 | $701.7M | +$22.4M | 0.6% |
| GOLDMAN SACHS GROUP INC | 5,823,102 | +72,493 | $427.9M | +$16.5M | 1.3% |
| First Eagle Investment Management, LLC | 873,572 | +205,228 | $64.2M | +$16.4M | 30.7% |
| AMERICAN CENTURY COMPANIES INC | 1,564,231 | +171,102 | $114.9M | +$15.3M | 12.3% |
| FIRST NATIONAL BANK OF OMAHA | 157,913 | +145,613 | $11.7M | +$10.8M | 1183.8% |
| ABC ARBITRAGE SA | 321,821 | +140,966 | $23.6M | +$10.7M | 77.9% |
| BRANDES INVESTMENT PARTNERS, LP | 2,617,417 | +46,795 | $192.3M | +$8.5M | 1.8% |
| VICTORY CAPITAL MANAGEMENT INC | 1,722,904 | +54,287 | $126.6M | +$7.2M | 3.3% |
| Orbis Allan Gray Ltd | 1,476,355 | +56,144 | $108.5M | +$6.9M | 4.0% |
| Balyasny Asset Management L.P. | 118,927 | +91,569 | $8.7M | +$6.8M | 334.7% |
| Vestmark Advisory Solutions, Inc. | 119,548 | +90,980 | $8.8M | +$6.7M | 318.5% |
| Energy Income Partners, LLC | 998,743 | +62,207 | $73.4M | +$6.4M | 6.6% |
| Quantinno Capital Management LP | 294,360 | +79,197 | $21.6M | +$6.2M | 36.8% |
| STANSBERRY ASSET MANAGEMENT, LLC | 208,643 | +80,237 | $15.3M | +$6.1M | 62.5% |
| Point72 Asset Management, L.P. | 106,300 | +77,900 | $7.8M | +$5.8M | 274.3% |
| SEI INVESTMENTS CO | 344,767 | +67,111 | $25.3M | +$5.5M | 24.2% |
| TWO SIGMA ADVISERS, LP | 210,700 | +70,300 | $15.5M | +$5.4M | 50.1% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 100,700 | +71,230 | $7.4M | +$5.3M | 241.7% |
| CIBC Private Wealth Group LLC | 1,066,794 | +44,799 | $78.4M | +$5.3M | 4.4% |
| EVERETT HARRIS & CO /CA/ | 419,347 | +57,028 | $30.8M | +$4.9M | 15.7% |
| STIFEL FINANCIAL CORP | 1,861,031 | +16,627 | $136.7M | +$4.8M | 0.9% |
| RAYMOND JAMES FINANCIAL INC | 1,677,736 | +21,066 | $123.3M | +$4.8M | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 383,355 | +44,619 | $28.2M | +$3.9M | 13.2% |
| DRW Securities, LLC | 56,393 | +53,497 | $4.1M | +$3.9M | 1847.3% |
| Eldred Rock Partners, LLC | 165,047 | +47,815 | $12.1M | +$3.7M | 40.8% |
| Creative Planning | 422,832 | +38,647 | $31.1M | +$3.6M | 10.1% |
| Waverly Advisors, LLC | 71,930 | +47,857 | $5.3M | +$3.6M | 198.8% |
| STATE STREET CORP | 76,811 | +46,289 | $5.6M | +$3.5M | 151.7% |
| US BANCORP \DE\ | 346,986 | +38,890 | $25.5M | +$3.5M | 12.6% |
| CAPTRUST FINANCIAL ADVISORS | 180,630 | +42,129 | $13.3M | +$3.4M | 30.4% |
| LPL Financial LLC | 842,581 | +23,859 | $61.9M | +$3.3M | 2.9% |
| Blackstone Inc. | 63,064 | +44,327 | $4.6M | +$3.3M | 236.6% |
| Callan Family Office, LLC | 130,658 | +36,359 | $9.6M | +$2.9M | 38.5% |
| FACTORY MUTUAL INSURANCE CO | 71,233 | +35,959 | $5.2M | +$2.7M | 101.9% |
| Curi Capital, LLC | 126,894 | +32,184 | $9.3M | +$2.5M | 34.0% |
| Corient Private Wealth LLC | 392,208 | +57,165 | $26.5M | +$2.5M | 17.1% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 416,277 | +21,921 | $30.6M | +$2.4M | 5.5% |
| Focus Partners Wealth | 223,286 | +26,358 | $16.4M | +$2.3M | 13.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 330,270 | +20,760 | $24.3M | +$2.1M | 6.7% |
| Cerity Partners LLC | 415,190 | +17,662 | $30.5M | +$2.1M | 4.4% |
| Cetera Investment Advisers | 341,921 | +19,461 | $25.1M | +$2.1M | 6.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 845,648 | +5,022 | $62.1M | +$2.0M | 0.6% |
| Squarepoint Ops LLC | 105,081 | +25,181 | $7.7M | +$2.0M | 31.5% |
| GABELLI FUNDS LLC | 432,500 | +15,950 | $31.8M | +$2.0M | 3.8% |
| JONES FINANCIAL COMPANIES LLLP | 219,664 | +26,463 | $16.1M | +$2.0M | 13.7% |
| IEQ CAPITAL, LLC | 81,709 | +25,275 | $6.0M | +$2.0M | 44.8% |
| Ashton Thomas Private Wealth, LLC | 65,203 | +25,697 | $4.8M | +$2.0M | 65.0% |
| NewEdge Advisors, LLC | 125,212 | +23,186 | $9.2M | +$1.9M | 22.7% |
| Thomasville National Bank | 417,243 | +13,856 | $30.7M | +$1.8M | 3.4% |
| NWAM LLC | 32,620 | +24,797 | $2.4M | +$1.8M | 317.0% |
| NATIONAL BANK OF CANADA /FI/ | 180,723 | +19,820 | $13.3M | +$1.8M | 12.3% |
| AQR CAPITAL MANAGEMENT LLC | 88,153 | +22,274 | $6.5M | +$1.8M | 33.8% |
| Farther Finance Advisors, LLC | 42,664 | +23,243 | $3.1M | +$1.7M | 119.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 747,339 | +585,784 | $13.2M | +$1.7M | 362.6% |
| Capital Research Global Investors | 773,911 | +301 | $56.9M | +$1.5M | 0.0% |
| Schonfeld Strategic Advisors LLC | 74,925 | +19,125 | $5.5M | +$1.5M | 34.3% |
| RHUMBLINE ADVISERS | 42,321 | +19,877 | $3.1M | +$1.5M | 88.6% |
| AMERIPRISE FINANCIAL INC | 435,368 | +8,354 | $32.0M | +$1.4M | 1.9% |
| LAZARD ASSET MANAGEMENT LLC | 84,780 | +17,106 | $6.2M | +$1.4M | 25.3% |
| Integrated Quantitative Investments LLC | 58,713 | +17,081 | $4.3M | +$1.3M | 41.0% |
| Kestra Advisory Services, LLC | 106,917 | +15,455 | $7.9M | +$1.3M | 16.9% |
| Vise Technologies, Inc. | 53,245 | +16,445 | $3.9M | +$1.3M | 44.7% |
| Verition Fund Management LLC | 520,947 | +3,218 | $38.3M | +$1.2M | 0.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41,887 | +16,006 | $3.1M | +$1.2M | 61.8% |
| Integrated Investment Consultants, LLC | 19,569 | +16,251 | $1.4M | +$1.2M | 489.8% |
| Bleakley Financial Group, LLC | 80,011 | +13,563 | $5.9M | +$1.1M | 20.4% |
| May Hill Capital, LLC | 27,580 | +14,491 | $2.0M | +$1.1M | 110.7% |
| &PARTNERS | 84,432 | +12,535 | $6.2M | +$1.1M | 17.4% |
| Mariner, LLC | 346,622 | +4,945 | $25.5M | +$1.0M | 1.4% |
| Baker Avenue Asset Management, LP | 53,717 | +12,741 | $3.9M | +$1.0M | 31.1% |
| BROADWATER CAPITAL MANAGEMENT LLC | 637,518 | +574,545 | $4.6M | -$988.8K | 912.4% |
| QRG CAPITAL MANAGEMENT, INC. | 176,324 | +8,916 | $13.0M | +$981.6K | 5.3% |
| Global Retirement Partners, LLC | 23,542 | +12,639 | $1.7M | +$949.9K | 115.9% |
| TCTC Holdings, LLC | 22,975 | +12,442 | $1.7M | +$934.8K | 118.1% |
| Archford Capital Strategies, LLC | 53,493 | +11,184 | $3.9M | +$904.3K | 26.4% |
| Harvest Portfolios Group Inc. | 311,223 | +3,905 | $22.9M | +$886.2K | 1.3% |
| Ransom Advisory, Ltd | 17,644 | +13,383 | $1.2M | +$877.9K | 314.1% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 161,920 | +7,471 | $11.9M | +$850.1K | 4.8% |
| MML INVESTORS SERVICES, LLC | 144,995 | +7,864 | $10.7M | +$845.3K | 5.7% |
| ADELL HARRIMAN & CARPENTER INC | 156,733 | +7,083 | $11.5M | +$812.3K | 4.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 305,394 | +2,420 | $22.4M | +$768.6K | 0.8% |
| FineMark National Bank & Trust | 170,993 | +5,991 | $12.6M | +$762.0K | 3.6% |
| Tidal Investments LLC | 299,019 | +2,395 | $22.0M | +$754.4K | 0.8% |
| Willis Investment Counsel | 276,722 | +2,783 | $20.3M | +$738.7K | 1.0% |
| Allied Investment Advisors, LLC | 196,452 | +4,720 | $14.4M | +$720.7K | 2.5% |
| Perpetual Ltd | 24,695 | +8,856 | $1.8M | +$681.6K | 55.9% |
| Gradient Investments LLC | 26,395 | +8,443 | $1.9M | +$655.4K | 47.0% |
| ASSETMARK, INC | 86,319 | +6,723 | $6.3M | +$649.2K | 8.4% |
| Abel Hall, LLC | 21,779 | +7,302 | $1.6M | +$564.8K | 50.4% |
| LOGAN CAPITAL MANAGEMENT INC | 238,311 | +1,393 | $17.5M | +$564.3K | 0.6% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 13,516 | +7,511 | $993.1K | +$563.6K | 125.1% |
| DAVENPORT & Co LLC | 231,054 | +1,561 | $17.0M | +$559.6K | 0.7% |
| Americana Partners, LLC | 244,931 | +1,110 | $18.0M | +$557.0K | 0.5% |
| Pathstone Holdings, LLC | 134,722 | +4,107 | $9.9M | +$556.4K | 3.1% |
| Concurrent Investment Advisors, LLC | 55,626 | +5,842 | $4.1M | +$526.3K | 11.7% |
| Beacon Pointe Advisors, LLC | 31,725 | +6,449 | $2.3M | +$523.2K | 25.5% |
| CIBC Asset Management Inc | 63,261 | +5,461 | $4.6M | +$514.0K | 9.4% |
| Allspring Global Investments Holdings, LLC | 27,384 | +5,817 | $2.1M | +$503.8K | 27.0% |
| EADS & HEALD WEALTH MANAGEMENT | 6,676 | +3,230 | $490.6K | +$490.3K | 93.7% |
| Aprio Wealth Management, LLC | 8,731 | +2,795 | $913.3K | +$488.7K | 47.1% |
| Hartree Partners, LP | 21,000 | +6,000 | $1.5M | +$470.1K | 40.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 94,916 | +3,964 | $7.0M | +$468.6K | 4.3% |
| New Republic Capital, LLC | 10,395 | +5,919 | $763.8K | +$443.6K | 132.2% |
| PROFUND ADVISORS LLC | 15,328 | +5,716 | $1.1M | +$438.8K | 59.5% |
| Wealthspire Advisors, LLC | 22,067 | +5,525 | $1.6M | +$438.3K | 33.4% |
| Vanguard Personalized Indexing Management, LLC | 140,220 | +2,207 | $10.3M | +$428.7K | 1.6% |
| Leo Wealth, LLC | 23,155 | +5,361 | $1.7M | +$428.6K | 30.1% |
| NewEdge Wealth, LLC | 54,268 | +6,485 | $4.0M | +$422.5K | 13.6% |
| World Investment Advisors | 24,054 | +7,814 | $1.6M | +$417.8K | 48.1% |
| Kovitz Investment Group Partners, LLC | 20,637 | +5,261 | $1.5M | +$416.6K | 34.2% |
| INSPIRE TRUST CO, N.A. | 65,000 | +4,000 | $4.8M | +$412.9K | 6.5% |
| SCS Capital Management LLC | 202,463 | +248 | $14.9M | +$412.5K | 0.1% |
| DMKC Advisory Services, LLC | 38,987 | +4,565 | $2.9M | +$402.6K | 13.3% |
| SCP Investment, LP | 26,600 | +4,800 | $2.0M | +$395.2K | 22.0% |
| Arkadios Wealth Advisors | 42,598 | +4,347 | $3.1M | +$394.0K | 11.4% |
| Aaron Wealth Advisors LLC | 24,393 | +4,832 | $1.8M | +$393.2K | 24.7% |
| EntryPoint Capital, LLC | 8,241 | +5,197 | $605.5K | +$387.8K | 170.7% |
| Farringdon Capital, Ltd. | 42,372 | +4,255 | $3.1M | +$387.0K | 11.2% |
| HF Advisory Group, LLC | 45,951 | +4,051 | $3.4M | +$379.4K | 9.7% |
| Van Hulzen Asset Management, LLC | 183,193 | +103 | $13.5M | +$364.6K | 0.1% |
| AlphaCore Capital LLC | 18,804 | +4,519 | $1.4M | +$359.9K | 31.6% |
| IBEX WEALTH ADVISORS | 153,527 | +840 | $11.3M | +$359.5K | 0.6% |
| NEW ENGLAND ASSET MANAGEMENT INC | 89,640 | +2,465 | $6.6M | +$351.1K | 2.8% |
| EAGLE GLOBAL ADVISORS LLC | 102,123 | +1,919 | $7.5M | +$336.4K | 1.9% |
| Bragg Financial Advisors, Inc | 131,380 | +1,041 | $9.7M | +$330.7K | 0.8% |
| Range Financial Group LLC | 27,710 | +3,609 | $2.0M | +$312.2K | 15.0% |
| WOODSTOCK CORP | 145,683 | +381 | $10.7M | +$311.4K | 0.3% |
| COMMERCE BANK | 42,841 | +2,919 | $3.1M | +$292.3K | 7.3% |
| STEPHENS INC /AR/ | 58,090 | +2,486 | $4.3M | +$291.1K | 4.5% |
| MOTCO | 12,462 | +3,596 | $915.7K | +$281.5K | 40.5% |
| Strategic Global Advisors, LLC | 16,726 | +3,464 | $1.2M | +$280.4K | 26.1% |
| COOKSON PEIRCE & CO INC | 23,697 | +3,229 | $1.7M | +$277.2K | 15.8% |
| Howard Capital Management Inc. | 26,051 | +3,092 | $1.9M | +$272.0K | 13.5% |
| Krilogy Financial LLC | 6,613 | +3,713 | $484.4K | +$268.1K | 128.0% |
| Wealthcare Advisory Partners LLC | 12,561 | +3,393 | $923.0K | +$267.2K | 37.0% |
| Cutler Capital Management, LLC | 111,326 | +700 | $8.2M | +$267.2K | 0.6% |
| Merit Financial Group, LLC | 23,082 | +3,102 | $1.7M | +$266.9K | 15.5% |
| BENJAMIN EDWARDS INC | 17,414 | +3,231 | $1.3M | +$265.1K | 22.8% |
| Joel Isaacson & Co., LLC | 11,092 | +3,372 | $815.0K | +$262.8K | 43.7% |
| 17 CAPITAL PARTNERS, LLC | 6,886 | +3,451 | $506.0K | +$259.5K | 100.5% |
| Equitable Holdings, Inc. | 11,267 | +3,181 | $827.9K | +$249.5K | 39.3% |
| Aviso Financial Inc. | 48,463 | +2,132 | $3.6M | +$247.0K | 4.6% |
| Family Management Corp | 70,501 | +1,513 | $5.2M | +$245.7K | 2.2% |
| Eastover Investment Advisors LLC | 101,478 | +618 | $7.5M | +$242.1K | 0.6% |
| Advisory Services Network, LLC | 39,670 | +2,299 | $2.9M | +$241.8K | 6.2% |
| SouthState Corp | 84,933 | +1,060 | $6.2M | +$241.4K | 1.3% |
| TOWNSQUARE CAPITAL LLC | 94,034 | +806 | $6.9M | +$241.0K | 0.9% |
| EXENCIAL WEALTH ADVISORS, LLC | 65,659 | +1,473 | $4.8M | +$233.4K | 2.3% |
| FORTRESS PRIVATE LEDGER, LLC | 7,353 | +2,960 | $540.3K | +$226.1K | 67.4% |
| OPPENHEIMER & CO INC | 50,842 | +1,714 | $3.7M | +$221.7K | 3.5% |
| HB Wealth Management, LLC | 47,125 | +1,795 | $3.5M | +$220.3K | 4.0% |
| TRUSTMARK BANK TRUST DEPARTMENT | 28,759 | +2,285 | $2.1M | +$219.5K | 8.6% |
| TRUST POINT INC. | 14,375 | +2,675 | $1.1M | +$219.4K | 22.9% |
| THORNBURG INVESTMENT MANAGEMENT INC | 108,821 | +23 | $8.0M | +$213.8K | 0.0% |
| MAI Capital Management | 74,669 | +951 | $5.5M | +$213.6K | 1.3% |
| FIRST HORIZON CORP | 13,081 | +2,620 | $961.2K | +$212.9K | 25.0% |
| FIRST MANHATTAN CO. LLC. | 11,004 | +2,672 | $808.6K | +$212.6K | 32.1% |
| BROWN BROTHERS HARRIMAN & CO | 91,584 | +424 | $6.7M | +$208.9K | 0.5% |
| Kingsview Wealth Management, LLC | 18,754 | +2,388 | $1.4M | +$207.4K | 14.6% |
| Cullen/Frost Bankers, Inc. | 40,846 | +1,782 | $3.0M | +$207.1K | 4.6% |
| Gilman Hill Asset Management, LLC | 60,999 | +1,206 | $4.5M | +$205.2K | 2.0% |
| Caldwell Trust Co | 31,381 | +2,012 | $2.3M | +$205.1K | 6.8% |
| Balentine LLC | 6,059 | +2,640 | $445.2K | +$200.7K | 77.2% |
| Smartleaf Asset Management LLC | 21,332 | +2,352 | $1.6M | +$199.9K | 12.4% |
| Orion Porfolio Solutions, LLC | 78,957 | +599 | $5.8M | +$196.9K | 0.8% |
| Net Worth Advisory Group | 12,027 | +2,372 | $883.7K | +$193.1K | 24.6% |
| Fiera Capital Corp | 9,072 | +2,327 | $666.6K | +$184.1K | 34.5% |
| Old Port Advisors | 22,678 | +1,862 | $1.7M | +$177.4K | 8.9% |
| 1900 WEALTH MANAGEMENT LLC | 8,376 | +2,251 | $615.5K | +$177.4K | 36.8% |
| INSIGNEO ADVISORY SERVICES, LLC | 26,481 | +1,727 | $1.9M | +$175.2K | 7.0% |
| FOX RUN MANAGEMENT, L.L.C. | 10,055 | +2,152 | $738.8K | +$173.5K | 27.2% |
| Snowden Capital Advisors LLC | 30,159 | +1,579 | $2.2M | +$171.8K | 5.5% |
| Clearstead Advisors, LLC | 23,005 | +1,770 | $1.7M | +$171.5K | 8.3% |
| Drum Hill Capital, LLC | 59,342 | +775 | $4.4M | +$171.2K | 1.3% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,339 | +2,174 | $392.4K | +$166.0K | 68.7% |
| Capital World Investors | 57,040 | +1,185 | $4.2M | +$164.6K | 2.1% |
| FIRST CITIZENS BANK & TRUST CO | 5,495 | +2,129 | $403.8K | +$163.0K | 63.3% |
| Midwest Trust Co | 18,992 | +1,709 | $1.4M | +$159.3K | 9.9% |
| Envestnet Portfolio Solutions, Inc. | 15,108 | +1,784 | $1.1M | +$157.1K | 13.4% |
| PITTENGER & ANDERSON INC | 69,115 | +280 | $5.1M | +$154.8K | 0.4% |
| SWEENEY & MICHEL, LLC | 15,072 | +276 | $1.2M | +$152.6K | 1.9% |
| Qtron Investments LLC | 16,218 | +1,690 | $1.2M | +$152.5K | 11.6% |
| TIAA TRUST, NATIONAL ASSOCIATION | 13,248 | +1,767 | $973.5K | +$152.2K | 15.4% |
| AE Wealth Management LLC | 15,213 | +1,703 | $1.1M | +$151.5K | 12.6% |
| MSH Capital Advisors LLC | 10,350 | +1,824 | $760.5K | +$150.7K | 21.4% |
| Choate Investment Advisors | 10,014 | +1,824 | $735.8K | +$150.0K | 22.3% |
| Great Lakes Retirement, Inc. | 35,743 | +1,116 | $2.6M | +$149.5K | 3.2% |
| Chicago Capital, LLC | 19,085 | +1,563 | $1.4M | +$149.0K | 8.9% |
| TORONTO DOMINION BANK | 13,393 | +1,878 | $983.0K | +$149.0K | 16.3% |
| Portside Wealth Group, LLC | 38,782 | +1,015 | $2.8M | +$148.2K | 2.7% |
| Perigon Wealth Management, LLC | 30,048 | +1,241 | $2.2M | +$147.4K | 4.3% |
| NorthCrest Asset Manangement, LLC | 5,762 | +1,919 | $432.4K | +$144.4K | 49.9% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 16,422 | +1,568 | $1.2M | +$144.2K | 10.6% |
| WEATHERLY ASSET MANAGEMENT L. P. | 65,375 | +229 | $4.8M | +$143.8K | 0.3% |
| BANK OF NOVA SCOTIA | 4,829 | +1,829 | $354.8K | +$140.2K | 61.0% |
| SeaCrest Wealth Management, LLC | 26,582 | +2,813 | $1.9M | +$139.9K | 11.8% |
| Dynasty Wealth Management, LLC | 29,604 | +1,098 | $2.2M | +$136.2K | 3.9% |
| Private Advisor Group, LLC | 37,637 | +832 | $2.8M | +$132.9K | 2.3% |
| BURNEY CO/ | 30,051 | +1,025 | $2.2M | +$131.9K | 3.5% |
| Dorsey & Whitney Trust CO LLC | 12,161 | +1,495 | $893.6K | +$130.7K | 14.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 13,148 | +1,465 | $966.1K | +$130.4K | 12.5% |
| Prosperity Consulting Group, LLC | 25,140 | +1,093 | $1.8M | +$127.2K | 4.5% |
| SIGNATUREFD, LLC | 57,567 | +199 | $4.2M | +$126.5K | 0.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | 23,872 | +1,127 | $1.8M | +$126.3K | 5.0% |
| Summit Financial, LLC | 18,512 | +1,230 | $1.4M | +$124.1K | 7.1% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42,090 | +22,187 | $1.5M | +$122.7K | 111.5% |
| Cardinal Capital Management | 57,474 | +143 | $4.2M | +$122.3K | 0.2% |
| Compound Planning, Inc. | 38,107 | +662 | $2.8M | +$121.7K | 1.8% |
| Busey Bank | 12,339 | +1,313 | $906.7K | +$118.0K | 11.9% |
| INTEGRITY ALLIANCE, LLC. | 4,357 | +1,518 | $320.2K | +$117.1K | 53.5% |
| apricus wealth, LLC | 33,610 | +720 | $2.5M | +$117.0K | 2.2% |
| Intrua Financial, LLC | 14,140 | +1,223 | $1.0M | +$115.1K | 9.5% |
| Kovack Advisors, Inc. | 7,931 | +1,386 | $582.8K | +$114.6K | 21.2% |
| RWA WEALTH PARTNERS, LLC | 24,562 | +930 | $1.8M | +$114.4K | 3.9% |
| IHT Wealth Management, LLC | 13,630 | +1,201 | $1.0M | +$112.5K | 9.7% |
| PDS Planning, Inc | 11,701 | +1,250 | $859.8K | +$112.2K | 12.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 8,452 | +1,333 | $621.1K | +$111.8K | 18.7% |
| Versant Capital Management, Inc | 10,666 | +1,271 | $783.7K | +$111.7K | 13.5% |
| Sonoma Allocations LLC | 5,960 | +1,157 | $454.3K | +$111.5K | 24.1% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 15,999 | +1,098 | $1.2M | +$109.8K | 7.4% |
| Sivia Capital Partners, LLC | 9,726 | +1,265 | $714.6K | +$109.5K | 14.9% |
| TD PRIVATE CLIENT WEALTH LLC | 38,241 | +472 | $2.8M | +$108.3K | 1.2% |
| Ethic Inc. | 12,009 | +1,183 | $882.4K | +$108.1K | 10.9% |
| JACKSON SQUARE CAPITAL, LLC | 8,670 | +1,269 | $637.1K | +$107.7K | 17.1% |
| Fielder Capital Group LLC | 7,415 | +1,302 | $544.9K | +$107.6K | 21.3% |
| AMG National Trust Bank | 6,224 | +1,330 | $457.3K | +$107.3K | 27.2% |
| DEUTSCHE BANK AG\ | 54,581 | +10 | $4.0M | +$107.1K | 0.0% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 8,333 | +1,266 | $612.3K | +$106.8K | 17.9% |
| Savvy Advisors, Inc. | 19,160 | +952 | $1.4M | +$105.4K | 5.2% |
| Sowell Financial Services LLC | 15,037 | +1,058 | $1.1M | +$105.0K | 7.6% |
| Bulltick Wealth Management, LLC | 8,032 | +1,236 | $590.2K | +$104.1K | 18.2% |
| BROWN ADVISORY INC | 45,442 | +207 | $3.3M | +$103.4K | 0.5% |
| ABSHER WEALTH MANAGEMENT, LLC | 26,284 | +727 | $1.9M | +$103.2K | 2.8% |
| MidWestOne Financial Group, Inc. | 19,693 | +890 | $1.4M | +$102.1K | 4.7% |
| SUMMITRY LLC | 11,508 | +1,107 | $845.6K | +$101.7K | 10.6% |
| Focus Partners Advisor Solutions, LLC | 6,831 | +1,440 | $502.0K | +$100.5K | 26.7% |
| Brookstone Capital Management | 5,489 | +1,247 | $403.3K | +$99.9K | 29.4% |
| Independent Advisor Alliance | 33,215 | +403 | $2.4M | +$93.6K | 1.2% |
| 44 WEALTH MANAGEMENT LLC | 32,666 | +404 | $2.4M | +$92.6K | 1.3% |
| Valeo Financial Advisors, LLC | 22,147 | +678 | $1.6M | +$91.7K | 3.1% |
| Abacus Planning Group, Inc. | 4,000 | +1,161 | $293.9K | +$90.8K | 40.9% |
| Lebenthal Global Advisors, LLC | 13,034 | +867 | $957.7K | +$87.4K | 7.1% |
| BANK OZK | 26,031 | +497 | $1.9M | +$86.3K | 1.9% |
| SYON CAPITAL LLC | 11,599 | +889 | $852.3K | +$86.2K | 8.3% |
| Nelson Capital Management, LLC | 35,270 | +233 | $2.6M | +$85.4K | 0.7% |
| KW WEALTH MANAGEMENT LLC | 9,168 | +928 | $673.7K | +$84.3K | 11.3% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5,688 | +1,012 | $417.9K | +$83.4K | 21.6% |
| CONNING INC. | 8,032 | +946 | $590.2K | +$83.3K | 13.3% |
| Bryn Mawr Trust Advisors, LLC | 9,272 | +905 | $681.3K | +$82.8K | 10.8% |
| Forum Financial Management, LP | 34,432 | +173 | $2.5M | +$79.6K | 0.5% |
| Victrix Investment Advisors | 19,881 | +525 | $1.5M | +$76.3K | 2.7% |
| London & Capital Asset Management Ltd | 14,776 | +651 | $1.1M | +$75.3K | 4.6% |
| Gotham Asset Management, LLC | 7,678 | +835 | $564.2K | +$74.7K | 12.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 8,204 | +587 | $618.9K | +$74.1K | 7.7% |
| Meridian Wealth Management, LLC | 11,358 | +723 | $834.6K | +$73.9K | 6.8% |
| FIDELIS CAPITAL PARTNERS, LLC | 13,065 | +658 | $960.0K | +$72.5K | 5.3% |
| Stokes Family Office, LLC | 5,126 | +853 | $376.6K | +$71.0K | 20.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,780 | +844 | $351.3K | +$69.7K | 21.4% |
| Prestige Wealth Management Group LLC | 1,200 | +1,000 | $83.2K | +$68.9K | 500.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,365 | +971 | $319.5K | +$67.0K | 28.6% |
| Red Spruce Capital, LLC | 20,686 | +372 | $1.5M | +$66.9K | 1.8% |
| Foster Victor Wealth Advisors, LLC | 5,430 | +831 | $403.2K | +$66.5K | 18.1% |
| PRIVATE TRUST CO NA | 8,248 | +701 | $606.1K | +$66.2K | 9.3% |
| Venturi Wealth Management, LLC | 4,420 | +792 | $324.8K | +$65.3K | 21.8% |
| Hardy Reed LLC | 6,185 | +739 | $454.5K | +$64.9K | 13.6% |
| SCOTIA CAPITAL INC. | 28,976 | +121 | $2.1M | +$64.8K | 0.4% |
| Recurrent Investment Advisors LLC | 53,641 | +521 | $1.5M | +$63.7K | 1.0% |
| Altman Advisors, Inc. | 26,448 | +164 | $1.9M | +$63.3K | 0.6% |
| Blue Trust, Inc. | 22,838 | +261 | $1.7M | +$63.2K | 1.1% |
| Everstar Asset Management, LLC | 12,835 | +527 | $943.1K | +$62.7K | 4.3% |
| Financial Management Professionals, Inc. | 4,796 | +743 | $352.4K | +$62.5K | 18.3% |
| NTV Asset Management LLC | 6,719 | +687 | $493.7K | +$62.2K | 11.4% |
| Greystone Financial Group, LLC | 24,281 | +202 | $1.8M | +$61.8K | 0.8% |
| InTrack Investment Management Inc | 9,866 | +594 | $725.0K | +$61.7K | 6.4% |
| WATERS PARKERSON & CO., LLC | 26,231 | +145 | $1.9M | +$61.5K | 0.6% |
| Chesley Taft & Associates LLC | 12,808 | +500 | $941.1K | +$60.7K | 4.1% |
| Aptus Capital Advisors, LLC | 8,947 | +594 | $657.4K | +$59.9K | 7.1% |
| Avantra Family Wealth, Inc. | 15,173 | +408 | $1.1M | +$58.8K | 2.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 21,181 | +234 | $1.6M | +$58.0K | 1.1% |
| Clear Creek Financial Management, LLC | 12,029 | +475 | $883.9K | +$57.5K | 4.1% |
| Hilltop National Bank | 22,942 | +175 | $1.7M | +$57.3K | 0.8% |
| Prime Capital Investment Advisors, LLC | 22,244 | +178 | $1.6M | +$56.1K | 0.8% |
| KCM INVESTMENT ADVISORS LLC | 5,126 | +635 | $376.7K | +$55.5K | 14.1% |
| Glenview Trust co | 16,681 | +319 | $1.2M | +$55.3K | 1.9% |
| WASHINGTON TRUST Co | 7,100 | +576 | $521.7K | +$55.0K | 8.8% |
| WEALTH ALLIANCE, LLC | 9,870 | +495 | $725.2K | +$54.6K | 5.3% |
| GAMMA Investing LLC | 10,582 | +469 | $777.6K | +$54.2K | 4.6% |
| Wellington Shields & Co., LLC | 5,674 | +600 | $416.9K | +$54.0K | 11.8% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,976 | +44 | $1.9M | +$53.8K | 0.2% |
| Gryphon Financial Partners LLC | 8,119 | +518 | $596.6K | +$52.9K | 6.8% |
| Caprock Group, LLC | 41,928 | +1,325 | $3.1M | +$52.5K | 3.3% |
| WealthTrust Axiom LLC | 17,770 | +240 | $1.3M | +$51.8K | 1.4% |
| Linden Thomas Advisory Services, LLC | 9,903 | +453 | $727.7K | +$51.7K | 4.8% |
| Miracle Mile Advisors, LLC | 20,097 | +169 | $1.5M | +$51.3K | 0.8% |
| Apella Capital, LLC | 3,534 | +612 | $259.7K | +$51.1K | 20.9% |
| CALTON & ASSOCIATES, INC. | 7,580 | +504 | $557.0K | +$50.8K | 7.1% |
| BRIAN LOW FINANCIAL GROUP, LLC | 3,830 | +600 | $281.4K | +$50.4K | 18.6% |
| Parkside Financial Bank & Trust | 7,024 | +512 | $516.1K | +$50.3K | 7.9% |
| Ancora Advisors LLC | 6,411 | +526 | $471.1K | +$50.1K | 8.9% |
| Root Financial Partners, LLC | 2,842 | +618 | $208.8K | +$49.7K | 27.8% |
| FARMERS TRUST CO | 6,992 | +500 | $513.8K | +$49.4K | 7.7% |
| ANGELES WEALTH MANAGEMENT, LLC | 4,595 | +547 | $337.6K | +$48.1K | 13.5% |
| MATHER GROUP, LLC. | 17,793 | +186 | $1.3M | +$48.0K | 1.1% |
| Ignite Planners, LLC | 8,433 | +15 | $649.6K | +$47.4K | 0.2% |
| Frank, Rimerman Advisors LLC | 19,896 | +118 | $1.5M | +$47.2K | 0.6% |
| American Capital Advisory, LLC | 19,245 | +134 | $1.4M | +$47.1K | 0.7% |
| INTRUST BANK NA | 11,364 | +342 | $835.0K | +$46.6K | 3.1% |
| Avidian Wealth Enterprises, LLC | 23,166 | +14 | $1.7M | +$46.1K | 0.1% |
| HUB Investment Partners, LLC | 14,380 | +243 | $1.1M | +$45.5K | 1.7% |
| Essex Financial Services, Inc. | 5,273 | +490 | $387.5K | +$45.3K | 10.2% |
| Coastal Bridge Advisors, LLC | 17,958 | +139 | $1.3M | +$45.1K | 0.8% |
| Hilltop Holdings Inc. | 21,979 | +26 | $1.6M | +$44.6K | 0.1% |
| Gateway Wealth Partners, LLC | 4,551 | +487 | $334.4K | +$43.7K | 12.0% |
| Herold Advisors, Inc. | 21,815 | +9 | $1.6M | +$43.2K | 0.0% |
| Douglass Winthrop Advisors, LLC | 7,852 | +386 | $577.0K | +$42.9K | 5.2% |
| Transamerica Financial Advisors, LLC | 5,338 | +453 | $392.2K | +$42.9K | 9.3% |
| Fifth Third Wealth Advisors LLC | 10,694 | +302 | $785.8K | +$42.4K | 2.9% |
| Triad Wealth Partners, LLC | 3,741 | +483 | $274.9K | +$41.9K | 14.8% |
| PRINCIPAL SECURITIES, INC. | 12,027 | +243 | $883.7K | +$40.8K | 2.1% |
| Principle Wealth Partners LLC | 8,000 | +346 | $587.8K | +$40.3K | 4.5% |
| Pekin Hardy Strauss, Inc. | 4,064 | +451 | $298.6K | +$40.2K | 12.5% |
| Unified Investment Management | 18,803 | +40 | $1.4M | +$39.5K | 0.2% |
| EVOKE WEALTH, LLC | 13,375 | +183 | $982.8K | +$39.1K | 1.4% |
| Legacy Capital Wealth Partners, LLC | 6,138 | +379 | $451.1K | +$39.1K | 6.6% |
| Capital Investment Advisors, LLC | 11,803 | +215 | $867.3K | +$38.3K | 1.9% |
| Wedmont Private Capital | 11,435 | +6 | $818.1K | -$38.1K | 0.1% |
| Fortitude Family Office, LLC | 950 | +500 | $69.8K | +$37.6K | 111.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 16,247 | +69 | $1.2M | +$36.6K | 0.4% |
| Quotient Wealth Partners, LLC | 7,714 | +298 | $566.8K | +$36.4K | 4.0% |
| EPG Wealth Management LLC | 12,959 | +155 | $952.2K | +$36.3K | 1.2% |
| Pullen Investment Management, LLC | 8,217 | +284 | $603.8K | +$36.3K | 3.6% |
| Modera Wealth Management, LLC | 6,227 | +325 | $457.5K | +$35.4K | 5.5% |
| Gratus Wealth Advisors, LLC | 11,562 | +167 | $849.6K | +$34.5K | 1.5% |
| Kathmere Capital Management, LLC | 10,282 | +193 | $755.5K | +$33.9K | 1.9% |
| EQUITABLE TRUST CO | 13,127 | +107 | $964.6K | +$33.3K | 0.8% |
| MCF Advisors LLC | 1,084 | +422 | $79.7K | +$32.3K | 63.7% |
| BROWN, LISLE/CUMMINGS, INC. | 675 | +425 | $49.6K | +$31.7K | 170.0% |
| FLC Capital Advisors | 5,468 | +293 | $401.8K | +$31.6K | 5.7% |
| NBC SECURITIES, INC. | 9,552 | +176 | $701.9K | +$31.2K | 1.9% |
| DENALI ADVISORS LLC | 10,827 | +137 | $795.6K | +$30.9K | 1.3% |
| Cooper Financial Group | 4,067 | +317 | $298.9K | +$30.6K | 8.4% |
| Geneos Wealth Management Inc. | 8,210 | +192 | $603.3K | +$29.8K | 2.4% |
| Newbridge Financial Services Group, Inc. | 527 | +401 | $38.7K | +$29.7K | 318.3% |
| DAYMARK WEALTH PARTNERS, LLC | 9,696 | +149 | $712.5K | +$29.5K | 1.6% |
| Southeast Asset Advisors, LLC | 4,660 | +280 | $342.4K | +$29.1K | 6.4% |
| Independence Bank of Kentucky | 14,481 | +10 | $1.1M | +$29.0K | 0.1% |
| Harbour Capital Advisors, LLC | 6,693 | +325 | $504.9K | +$27.9K | 5.1% |
| B. Riley Wealth Advisors, Inc. | 11,312 | +81 | $831.2K | +$27.9K | 0.7% |
| Beaumont Financial Advisors, LLC | 5,620 | +231 | $413.0K | +$27.5K | 4.3% |
| Beacon Capital Management, LLC | 6,616 | +186 | $486.1K | +$26.2K | 2.9% |
| Robertson Stephens Wealth Management, LLC | 5,218 | +217 | $383.5K | +$25.7K | 4.3% |
| Global Trust Asset Management, LLC | 7,225 | +155 | $530.9K | +$25.2K | 2.2% |
| DEARBORN PARTNERS LLC | 7,694 | +142 | $565.3K | +$25.2K | 1.9% |
| SFMG, LLC | 3,364 | +253 | $247.2K | +$24.7K | 8.1% |
| BRADLEY FOSTER & SARGENT INC/CT | 11,278 | +30 | $828.7K | +$24.1K | 0.3% |
| Pines Wealth Management, LLC | 11,738 | +15 | $862.5K | +$23.9K | 0.1% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11,160 | +26 | $820.0K | +$23.6K | 0.2% |
| Cassaday & Co Wealth Management LLC | 3,981 | +221 | $292.5K | +$23.5K | 5.9% |
| TRUST CO OF VERMONT | 7,426 | +126 | $545.7K | +$23.5K | 1.7% |
| SCHULHOFF & CO INC | 11,622 | +10 | $854.0K | +$23.4K | 0.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 473 | +308 | $34.8K | +$23.0K | 186.7% |
| Caitong International Asset Management Co., Ltd | 322 | +311 | $23.7K | +$22.9K | 2827.3% |
| SITTNER & NELSON, LLC | 5,995 | +2 | $451.4K | +$22.7K | 0.0% |
| RIVERSEDGE ADVISORS, LLC | 4,746 | +186 | $348.7K | +$22.6K | 4.1% |
| Gallacher Capital Management LLC | 10,872 | +16 | $798.9K | +$22.3K | 0.1% |
| SJS Investment Consulting Inc. | 362 | +301 | $26.6K | +$22.3K | 493.4% |
| NORTH STAR ASSET MANAGEMENT INC | 3,510 | +214 | $257.9K | +$22.2K | 6.5% |
| Triune Financial Partners, LLC | 3,429 | +34 | $264.1K | +$21.3K | 1.0% |
| Welch Group, LLC | 4,115 | +185 | $302.4K | +$21.3K | 4.7% |
| FOUNDERS FINANCIAL SECURITIES LLC | 4,142 | +182 | $304.4K | +$21.1K | 4.6% |
| Rosenberg Matthew Hamilton | 9,070 | +44 | $666.4K | +$20.8K | 0.5% |
| Horizon Investments, LLC | 3,703 | +182 | $272.1K | +$20.2K | 5.2% |
| AlTi Global, Inc. | 9,398 | +25 | $690.6K | +$20.2K | 0.3% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 3,915 | +175 | $287.7K | +$20.2K | 4.7% |
| SG Americas Securities, LLC | 316,216 | +270,646 | $23.2K | +$20.0K | 593.9% |
| MONECO Advisors, LLC | 7,772 | +65 | $571.1K | +$19.9K | 0.8% |
| BLB&B Advisors, LLC | 3,519 | +171 | $258.6K | +$19.1K | 5.1% |
| NBT BANK N A /NY | 8,198 | +73 | $600.0K | +$18.9K | 0.9% |
| RiverFront Investment Group, LLC | 6,115 | +94 | $449.3K | +$18.6K | 1.6% |
| Forvis Mazars Wealth Advisors, LLC | 6,883 | +71 | $505.8K | +$18.5K | 1.0% |
| Chemistry Wealth Management LLC | 8,539 | +21 | $627.5K | +$18.2K | 0.2% |
| ALBERT D MASON INC | 7,656 | +41 | $562.6K | +$17.9K | 0.5% |
| Crestwood Advisors Group, LLC | 6,503 | +72 | $477.9K | +$17.8K | 1.1% |
| JANUS HENDERSON GROUP PLC | 7,081 | +55 | $520.3K | +$17.7K | 0.8% |
| EIGHT 31 FINANCIAL, LLC | 6,558 | +64 | $481.9K | +$17.4K | 1.0% |
| Spire Wealth Management | 8,577 | +7 | $630.3K | +$17.2K | 0.1% |
| Klingman & Associates, LLC | 3,760 | +138 | $276.3K | +$17.2K | 3.8% |
| YANKCOM Partnership | 351 | +229 | $25.8K | +$17.1K | 187.7% |
| Steigerwald, Gordon & Koch Inc. | 649 | +220 | $47.7K | +$17.0K | 51.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 8,531,869 | +4,597 | $626.9K | +$17.0K | 0.1% |
| TFC Financial Management, Inc. | 951 | +210 | $69.9K | +$16.9K | 28.3% |
| Inscription Capital, LLC | 8,396 | +7 | $616.9K | +$16.9K | 0.1% |
| Centurion Wealth Management LLC | 8,609 | +1 | $632.6K | +$16.8K | 0.0% |
| Advisors Capital Management, LLC | 4,700 | +101 | $345.4K | +$16.4K | 2.2% |
| Kozak & Associates, Inc. | 3,598 | +1 | $254.8K | -$16.4K | 0.0% |
| Hardin Capital Partners, LLC | 5,605 | +76 | $411.9K | +$16.4K | 1.4% |
| SILVER OAK SECURITIES, INCORPORATED | 3,370 | +120 | $248.8K | +$16.3K | 3.7% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 6,923 | +39 | $508.7K | +$16.3K | 0.6% |
| FAS Wealth Partners, Inc. | 6,848 | +41 | $503.2K | +$16.3K | 0.6% |
| HOLLENCREST CAPITAL MANAGEMENT | 7,906 | +10 | $580.9K | +$16.1K | 0.1% |
| EARNED WEALTH ADVISORS, LLC | 3,266 | +132 | $240.0K | +$15.8K | 4.2% |
| StoneX Group Inc. | 3,740 | +121 | $274.5K | +$15.7K | 3.3% |
| Breakwater Capital Group | 4,828 | +86 | $354.8K | +$15.6K | 1.8% |
| CHILDRESS CAPITAL ADVISORS, LLC | 7,526 | +11 | $553.0K | +$15.5K | 0.1% |
| ROTHSCHILD INVESTMENT LLC | 6,115 | +49 | $449.3K | +$15.4K | 0.8% |
| DRIVE WEALTH MANAGEMENT, LLC | 7,088 | +22 | $520.8K | +$15.4K | 0.3% |
| Fulton Bank, N.A. | 3,256 | +118 | $239.3K | +$14.8K | 3.8% |
| First National Bank of Hutchinson | 6,951 | +17 | $510.8K | +$14.8K | 0.2% |
| COURIER CAPITAL LLC | 6,830 | +20 | $501.9K | +$14.7K | 0.3% |
| Peregrine Asset Advisers, Inc. | 6,659 | +24 | $489.3K | +$14.7K | 0.4% |
| PERSONAL CFO SOLUTIONS, LLC | 5,223 | +62 | $383.8K | +$14.6K | 1.2% |
| DecisionPoint Financial, LLC | 228 | +195 | $16.8K | +$14.4K | 590.9% |
| REXFORD CAPITAL INC | 5,688 | +40 | $418.0K | +$14.0K | 0.7% |
| LRI Investments, LLC | 846 | +170 | $62.2K | +$13.8K | 25.1% |
| PFS Partners, LLC | 5,256 | +48 | $386.2K | +$13.7K | 0.9% |
| Venture Visionary Partners LLC | 6,678 | +4 | $490.7K | +$13.3K | 0.1% |
| Nautilus Advisors LLC | 6,662 | +4 | $489.5K | +$13.3K | 0.1% |
| Elevated Capital Advisors, LLC | 5,881 | +22 | $432.1K | +$13.0K | 0.4% |
| VISTA INVESTMENT PARTNERS LLC | 5,194 | +39 | $381.7K | +$12.9K | 0.8% |
| Essex Savings Bank | 6,417 | +4 | $471.5K | +$12.7K | 0.1% |
| FourThought Financial Partners, LLC | 3,226 | +89 | $237.0K | +$12.6K | 2.8% |
| Cornerstone Planning Group LLC | 1,065 | +797 | $80.7K | -$12.6K | 297.4% |
| Capital Investment Advisory Services, LLC | 5,991 | +12 | $440.2K | +$12.5K | 0.2% |
| Larson Financial Group LLC | 5,079 | +37 | $373.2K | +$12.5K | 0.7% |
| NISA INVESTMENT ADVISORS, LLC | 2,361 | +108 | $173.5K | +$12.3K | 4.8% |
| Element Wealth, LLC | 5,251 | +27 | $385.9K | +$12.2K | 0.5% |
| Goodman Financial Corp | 4,112 | +58 | $302.1K | +$12.2K | 1.4% |
| Colonial Trust Advisors | 1,488 | +129 | $109.3K | +$12.1K | 9.5% |
| HRT FINANCIAL LP | 343,010 | +153,748 | $25.2K | +$11.7K | 81.2% |
| Paragon Capital Management LLC | 4,712 | +31 | $346.2K | +$11.4K | 0.7% |
| Goldstone Financial Group, LLC | 3,202 | +66 | $235.3K | +$10.9K | 2.1% |
| Lantz Financial LLC | 5,048 | +14 | $370.9K | +$10.8K | 0.3% |
| Planned Solutions, Inc. | 3,883 | +43 | $285.3K | +$10.6K | 1.1% |
| Cetera Trust Company, N.A | 4,415 | +25 | $324.4K | +$10.4K | 0.6% |
| RDA Financial Network | 4,501 | +22 | $330.7K | +$10.3K | 0.5% |
| North Star Investment Management Corp. | 4,827 | +12 | $354.7K | +$10.3K | 0.2% |
| Syntegra Private Wealth Group, LLC | 3,838 | +34 | $282.0K | +$9.9K | 0.9% |
| Atlas Brown,Inc. | 4,848 | +6 | $356.2K | +$9.9K | 0.1% |
| ROMAN BUTLER FULLERTON & CO | 3,171 | +5 | $229.7K | -$9.5K | 0.1% |
| VISTA INVESTMENT PARTNERS II, LLC | 4,550 | +8 | $334.4K | +$9.5K | 0.2% |
| Rossby Financial, LCC | 1,577 | +106 | $115.9K | +$9.3K | 7.2% |
| Verdence Capital Advisors LLC | 9,862 | +148 | $724.6K | -$8.9K | 1.5% |
| Golden State Equity Partners | 3,291 | +33 | $241.8K | +$8.8K | 1.0% |
| CoreCap Advisors, LLC | 1,341 | +85 | $98.5K | +$8.7K | 6.8% |
| Diligent Investors, LLC | 4,230 | +3 | $310.8K | +$8.5K | 0.1% |
| Nemes Rush Group LLC | 261 | +111 | $19.2K | +$8.4K | 74.0% |
| Concorde Asset Management, LLC | 4,148 | +25 | $304.8K | +$8.2K | 0.6% |
| UHLMANN PRICE SECURITIES, LLC | 3,999 | +6 | $293.8K | +$8.2K | 0.1% |
| Trust Co | 2,820 | +29 | $207.2K | +$7.6K | 1.0% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,446 | +12 | $253.2K | +$7.5K | 0.3% |
| Roundview Capital LLC | 3,088 | +21 | $226.9K | +$7.5K | 0.7% |
| Arkfeld Wealth Strategies, L.L.C. | 6,300 | +41 | $450.7K | -$7.5K | 0.7% |
| Park Place Capital Corp | 228 | +98 | $16.8K | +$7.5K | 75.4% |
| Clarus Group, Inc. | 3,227 | +9 | $237.1K | +$7.0K | 0.3% |
| Berger Financial Group, Inc | 3,519 | +1 | $258.6K | +$6.9K | 0.0% |
| Triumph Capital Management | 103 | +93 | $7.6K | +$6.9K | 930.0% |
| Purkiss Capital Advisors LLC | 3,457 | +1 | $254.0K | +$6.8K | 0.0% |
| Financial Network Wealth Advisors LLC | 627 | +77 | $46.1K | +$6.7K | 14.0% |
| DUNCKER STREETT & CO INC | 2,978 | +9 | $218.8K | +$6.4K | 0.3% |
| Leibman Financial Services, Inc. | 2,856 | +12 | $209.9K | +$6.4K | 0.4% |
| Chicago Partners Investment Group LLC | 3,757 | +147 | $277.1K | +$6.1K | 4.1% |
| GHP Investment Advisors, Inc. | 472 | +72 | $34.7K | +$6.1K | 18.0% |
| Addison Capital Co | 2,968 | +3 | $218.1K | +$6.1K | 0.1% |
| JNBA Financial Advisors | 617 | +65 | $45.3K | +$5.9K | 11.8% |
| Mutual Advisors, LLC | 9,013 | +192 | $662.3K | -$5.7K | 2.2% |
| MJT & Associates Financial Advisory Group, Inc. | 132 | +66 | $9.7K | +$5.0K | 100.0% |
| Stephens Consulting, LLC | 359 | +59 | $26.4K | +$4.9K | 19.7% |
| BFSG, LLC | 1,480 | +27 | $108.8K | +$4.8K | 1.9% |
| First Command Advisory Services, Inc. | 1,406 | +27 | $103.3K | +$4.7K | 1.9% |
| MTM Investment Management, LLC | 2,155 | +5 | $158.4K | +$4.5K | 0.2% |
| Whipplewood Advisors, LLC | 1,089 | +33 | $80.0K | +$4.5K | 3.1% |
| FIL Ltd | 1,357 | +25 | $99.7K | +$4.4K | 1.9% |
| NICOLET ADVISORY SERVICES, LLC | 3,568 | +104 | $255.7K | -$3.8K | 3.0% |
| Physician Wealth Advisors, Inc. | 976 | +24 | $71.7K | +$3.6K | 2.5% |
| CSM Advisors, LLC | 404,142 | +31,551 | $29.7K | +$3.0K | 8.5% |
| ACADIAN ASSET MANAGEMENT LLC | 48,251 | +39,587 | $3.5K | +$2.9K | 456.9% |
| Roxbury Financial LLC | 1,062 | +4 | $78.0K | +$2.4K | 0.4% |
| TD Capital Management LLC | 597 | +15 | $43.9K | +$2.2K | 2.6% |
| Vermillion Wealth Management, Inc. | 732 | +5 | $53.8K | +$1.8K | 0.7% |
| FINANCIAL CONSULATE, INC | 180 | +21 | $13.2K | +$1.8K | 13.2% |
| Sovran Advisors, LLC | 5,011 | +112 | $367.9K | +$1.8K | 2.3% |
| ARMSTRONG ADVISORY GROUP, INC | 764 | +4 | $56.1K | +$1.7K | 0.5% |
| ORG Partners LLC | 325 | +10 | $23.9K | +$1.4K | 3.2% |
| Winch Advisory Services, LLC | 481 | +5 | $35.3K | +$1.3K | 1.1% |
| HANTZ FINANCIAL SERVICES, INC. | 82,838 | +15,613 | $6.1K | +$1.3K | 23.2% |
| Red Tortoise LLC | 610 | +1 | $44.8K | +$1.3K | 0.2% |
| Wiser Advisor Group LLC | 391 | +3 | $28.8K | +$1.0K | 0.8% |
| MPWM ADVISORY SOLUTIONS, LLC | 325 | +3 | $23.9K | +$866 | 0.9% |
| Brucke Financial, Inc. | 11,753 | +233 | $863.6K | +$532 | 2.0% |
| Bollard Group LLC | 31,244 | +6,120 | $2.3K | +$499 | 24.4% |
| Quent Capital, LLC | 196 | +1 | $14.4K | +$469 | 0.5% |
| Westfuller Advisors, LLC | 134 | +2 | $9.8K | +$354 | 1.5% |
| BI Asset Management Fondsmaeglerselskab A/S | 13,446 | +3,775 | $988 | +$296 | 39.0% |
| MB, LEVIS & ASSOCIATES, LLC | 109 | +1 | $8.0K | +$290 | 0.9% |
| WEDBUSH SECURITIES INC | 14,658 | +1,544 | $1.1K | +$139 | 11.8% |
| Smithfield Trust Co | 10,524 | +850 | $775 | +$85 | 8.8% |
| BESSEMER GROUP INC | 13,204 | +589 | $971 | +$69 | 4.7% |
| Lester Murray Antman dba SimplyRich | 29,359 | +5 | $2.2K | +$58 | 0.0% |
| Investor's Fiduciary Advisor Network, LLC | 10,549 | +2 | $775 | +$21 | 0.0% |
| LaSalle St. Investment Advisors, LLC | 5,576 | +115 | $409 | +$19 | 2.1% |
| VALLEY NATIONAL ADVISERS INC | 443 | +10 | $32 | +$2 | 2.3% |
| HAZLETT, BURT & WATSON, INC. | 789 | +2 | $57 | +$1 | 0.3% |