13F QoQ Ownership Changes
SAPGF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 154 new · 313 added · 457 reduced · 151 exited
New Positions(154)
Added To(313)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 2,322,978 | +1,401,947 | $564.3M | +$318.2M | 152.2% |
| Fisher Asset Management, LLC | 14,728,881 | +179,550 | $3.58B | -$309.9M | 1.2% |
| EAGLE CAPITAL MANAGEMENT LLC | 4,143,430 | +1,130,878 | $1.01B | +$201.5M | 37.5% |
| Quadrature Capital Ltd | 344,191 | +238,095 | $83.6M | +$55.2M | 224.4% |
| DEUTSCHE BANK AG\ | 149,474 | +142,620 | $36.3M | +$34.5M | 2080.8% |
| WINDACRE PARTNERSHIP LLC | 2,451,125 | +93,900 | $595.4M | -$34.5M | 4.0% |
| MARSHALL WACE, LLP | 142,467 | +140,934 | $34.6M | +$34.2M | 9193.3% |
| RIVERBRIDGE PARTNERS LLC | 134,491 | +133,591 | $32.7M | +$32.4M | 14843.4% |
| 1832 Asset Management L.P. | 181,133 | +127,567 | $44.0M | +$29.7M | 238.1% |
| CITADEL ADVISORS LLC | 422,130 | +137,072 | $102.5M | +$26.4M | 48.1% |
| MILLENNIUM MANAGEMENT LLC | 479,524 | +142,064 | $116.5M | +$26.3M | 42.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 141,710 | +87,749 | $34.4M | +$20.0M | 162.6% |
| BRANDES INVESTMENT PARTNERS, LP | 229,454 | +94,697 | $55.7M | +$19.7M | 70.3% |
| UNIO CAPITAL LLC | 160,817 | +87,272 | $39.1M | +$19.4M | 118.7% |
| UBS Group AG | 344,148 | +96,432 | $83.6M | +$17.4M | 38.9% |
| Walleye Capital LLC | 96,068 | +70,481 | $23.3M | +$16.5M | 275.4% |
| BNP PARIBAS FINANCIAL MARKETS | 502,233 | +66,980 | $129.2M | +$12.9M | 15.4% |
| Fayez Sarofim & Co | 101,787 | +52,113 | $24.7M | +$11.5M | 104.9% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 250,748 | +57,000 | $60.9M | +$9.1M | 29.4% |
| CRAWFORD INVESTMENT COUNSEL INC | 366,882 | +4,016 | $89.1M | -$7.8M | 1.1% |
| CIBC WORLD MARKET INC. | 69,350 | +33,888 | $16.8M | +$7.4M | 95.6% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 76,449 | +33,901 | $18.6M | +$7.2M | 79.7% |
| Campbell & CO Investment Adviser LLC | 34,156 | +29,070 | $8.3M | +$6.9M | 571.6% |
| JPMORGAN CHASE & CO | 1,200,024 | +83,349 | $291.5M | -$6.9M | 7.5% |
| Cardinal Capital Management, Inc. | 83,841 | +4,013 | $27.9M | +$6.6M | 5.0% |
| Aviso Financial Inc. | 286,866 | +3,306 | $69.7M | -$6.1M | 1.2% |
| Night Owl Capital Management, LLC | 247,552 | +2,494 | $60.1M | -$5.3M | 1.0% |
| Vestmark Advisory Solutions, Inc. | 43,123 | +21,451 | $10.5M | +$4.7M | 99.0% |
| Callan Family Office, LLC | 41,635 | +20,262 | $10.1M | +$4.4M | 94.8% |
| AMERIPRISE FINANCIAL INC | 1,242,468 | +122,060 | $301.0M | +$4.2M | 10.9% |
| NewEdge Advisors, LLC | 193,458 | +4,525 | $47.0M | -$3.5M | 2.4% |
| Voleon Capital Management LP | 29,850 | +14,399 | $7.3M | +$3.1M | 93.2% |
| Schonfeld Strategic Advisors LLC | 19,437 | +13,369 | $4.7M | +$3.1M | 220.3% |
| Dash Acquisitions Inc. | 78,880 | +6,315 | $15.8M | -$3.1M | 8.7% |
| BECKER CAPITAL MANAGEMENT INC | 172,045 | +4,508 | $41.8M | -$3.0M | 2.7% |
| FORA Capital, LLC | 18,199 | +12,732 | $4.4M | +$3.0M | 232.9% |
| Rock Point Advisors, LLC | 33,569 | +13,413 | $8.2M | +$2.8M | 66.5% |
| Guardian Partners Inc. | 49,610 | +2,900 | $9.9M | -$2.7M | 6.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 25,012 | +11,907 | $6.1M | +$2.6M | 90.8% |
| Quantinno Capital Management LP | 131,528 | +20,869 | $31.9M | +$2.4M | 18.9% |
| NorthCrest Asset Manangement, LLC | 82,733 | +1,451 | $19.9M | -$2.4M | 1.8% |
| CAMBIAR INVESTORS LLC | 51,797 | +13,530 | $12.6M | +$2.4M | 35.4% |
| Federation des caisses Desjardins du Quebec | 40,902 | +12,496 | $9.9M | +$2.3M | 44.0% |
| AMERICAN CENTURY COMPANIES INC | 120,363 | +3,273 | $29.2M | -$2.1M | 2.8% |
| Verition Fund Management LLC | 17,387 | +8,664 | $4.2M | +$1.9M | 99.3% |
| COERENTE CAPITAL MANAGEMENT | 116,055 | +3,589 | $28.2M | -$1.9M | 3.2% |
| Focus Partners Wealth | 43,119 | +10,508 | $10.5M | +$1.8M | 32.2% |
| Vise Technologies, Inc. | 23,179 | +8,653 | $5.6M | +$1.7M | 59.6% |
| CIBC Private Wealth Group LLC | 129,380 | +6,403 | $31.4M | -$1.4M | 5.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 140,956 | +18,052 | $34.2M | +$1.4M | 14.7% |
| ASSETMARK, INC | 63,618 | +734 | $15.5M | -$1.3M | 1.2% |
| PARADIGM ASSET MANAGEMENT CO LLC | 12,700 | +6,200 | $3.1M | +$1.3M | 95.4% |
| Ethic Inc. | 60,491 | +471 | $14.7M | -$1.3M | 0.8% |
| Frank, Rimerman Advisors LLC | 10,213 | +5,821 | $2.5M | +$1.3M | 132.5% |
| Global Retirement Partners, LLC | 6,930 | +5,500 | $1.7M | +$1.3M | 384.6% |
| Davis Selected Advisers | 56,347 | +9,560 | $13.7M | +$1.2M | 20.4% |
| Walleye Trading LLC | 74,351 | +11,187 | $18.1M | +$1.2M | 17.7% |
| QRG CAPITAL MANAGEMENT, INC. | 58,941 | +1,368 | $14.3M | -$1.1M | 2.4% |
| XTX Topco Ltd | 11,130 | +4,987 | $2.7M | +$1.1M | 81.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 54,134 | +1,082 | $13.1M | -$1.0M | 2.0% |
| BENJAMIN EDWARDS INC | 13,537 | +4,874 | $3.3M | +$973.3K | 56.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29,317 | +1,048 | $6.8M | -$967.1K | 3.7% |
| FIRST TRUST ADVISORS LP | 244,854 | +18,723 | $59.5M | -$947.0K | 8.3% |
| MML INVESTORS SERVICES, LLC | 59,292 | +2,020 | $14.4M | -$901.1K | 3.5% |
| SATURNA CAPITAL CORP | 22,121 | +5,343 | $5.4M | +$890.1K | 31.8% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4,633 | +3,442 | $1.1M | +$810.8K | 289.0% |
| AQR CAPITAL MANAGEMENT LLC | 43,070 | +6,911 | $10.5M | +$800.2K | 19.1% |
| Value Partners Investments Inc. | 42,042 | +1,031 | $10.2M | -$738.5K | 2.5% |
| May Hill Capital, LLC | 6,714 | +3,311 | $1.6M | +$721.6K | 97.3% |
| Foresight Global Investors, Inc. | 38,813 | +875 | $9.4M | -$709.3K | 2.3% |
| Farther Finance Advisors, LLC | 8,179 | +3,223 | $2.0M | +$662.6K | 65.0% |
| Cardinal Capital Management | 27,230 | +8 | $6.6M | -$659.6K | 0.0% |
| Leith Wheeler Investment Counsel Ltd. | 3,670 | +2,770 | $891.5K | +$651.0K | 307.8% |
| Concurrent Investment Advisors, LLC | 7,227 | +3,062 | $1.8M | +$642.6K | 73.5% |
| New Republic Capital, LLC | 4,324 | +2,753 | $1.1M | +$630.4K | 175.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 5,585 | +2,833 | $1.3M | +$587.8K | 102.9% |
| Elite Wealth Management, Inc. | 23,874 | +45 | $5.8M | -$568.1K | 0.2% |
| PEAK6 LLC | 4,900 | +2,500 | $1.2M | +$549.0K | 104.2% |
| Abel Hall, LLC | 4,724 | +2,416 | $1.1M | +$530.8K | 104.7% |
| Pathstone Holdings, LLC | 97,090 | +6,972 | $23.6M | -$496.2K | 7.7% |
| Balentine LLC | 2,950 | +2,086 | $716.6K | +$485.7K | 241.4% |
| Petrus Trust Company, LTA | 152,542 | +15,600 | $37.1M | +$461.7K | 11.4% |
| Cetera Investment Advisers | 67,522 | +7,817 | $16.4M | +$448.0K | 13.1% |
| RHUMBLINE ADVISERS | 26,251 | +4,045 | $6.4M | +$443.0K | 18.2% |
| Americana Partners, LLC | 18,564 | +159 | $4.5M | -$408.6K | 0.9% |
| One Capital Management, LLC | 37,422 | +1,972 | $9.1M | -$382.4K | 5.6% |
| Fiduciary Alliance LLC | 8,050 | +2,137 | $2.0M | +$375.4K | 36.1% |
| Capital World Investors | 23,468 | +294 | $5.7M | -$373.9K | 1.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,445 | +1,661 | $836.8K | +$360.1K | 93.1% |
| Wealthspire Advisors, LLC | 3,079 | +1,612 | $747.9K | +$355.9K | 109.9% |
| Nuveen, LLC | 14,533 | +12 | $3.5M | -$349.9K | 0.1% |
| Rockefeller Capital Management L.P. | 22,187 | +3,324 | $5.4M | +$349.0K | 17.6% |
| BTC Capital Management, Inc. | 9,033 | +2,114 | $2.2M | +$346.9K | 30.6% |
| Cox Capital Mgt LLC | 22,177 | +374 | $5.5M | -$346.0K | 1.7% |
| NewEdge Wealth, LLC | 18,877 | +58 | $4.6M | -$327.5K | 0.3% |
| Atlantic Union Bankshares Corp | 12,031 | +2,232 | $2.9M | +$304.1K | 22.8% |
| Bleakley Financial Group, LLC | 23,011 | +3,225 | $5.6M | +$302.6K | 16.3% |
| Baltimore-Washington Financial Advisors, Inc. | 26,696 | +3,551 | $6.5M | +$300.1K | 15.3% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12,189 | +36 | $3.0M | -$286.6K | 0.3% |
| Lansing Street Advisors | 3,268 | +1,351 | $793.8K | +$281.6K | 70.5% |
| Brooklyn Investment Group | 36,099 | +5,180 | $8.9M | +$261.4K | 16.8% |
| Sendero Wealth Management, LLC | 5,014 | +1,427 | $1.2M | +$259.5K | 39.8% |
| Perigon Wealth Management, LLC | 15,901 | +499 | $3.9M | -$253.1K | 3.2% |
| JANE STREET GROUP, LLC | 152,898 | +12,992 | $37.1M | -$243.8K | 9.3% |
| JONES FINANCIAL COMPANIES LLLP | 6,435 | +1,438 | $1.6M | +$243.0K | 28.8% |
| Steward Partners Investment Advisory, LLC | 4,448 | +1,297 | $1.1M | +$238.5K | 41.2% |
| WEATHERLY ASSET MANAGEMENT L. P. | 9,922 | +14 | $2.4M | -$237.5K | 0.1% |
| Point72 Asset Management, L.P. | 2,400 | +1,100 | $583.0K | +$235.6K | 84.6% |
| Vest Financial, LLC | 2,349 | +1,034 | $570.6K | +$219.2K | 78.6% |
| Aaron Wealth Advisors LLC | 10,326 | +1,703 | $2.5M | +$204.1K | 19.7% |
| Sivia Capital Partners, LLC | 4,039 | +1,125 | $981.1K | +$202.5K | 38.6% |
| Aptus Capital Advisors, LLC | 9,097 | +89 | $2.2M | -$197.3K | 1.0% |
| EXENCIAL WEALTH ADVISORS, LLC | 12,443 | +414 | $3.0M | -$191.7K | 3.4% |
| Ravenswood Partners LP | 11,158 | +319 | $2.7M | -$185.9K | 2.9% |
| Diversified Trust Co | 3,568 | +1,018 | $866.7K | +$185.3K | 39.9% |
| Invesco Ltd. | 41,461 | +3,080 | $10.1M | -$184.4K | 8.0% |
| PNC Financial Services Group, Inc. | 93,931 | +9,205 | $22.8M | +$177.3K | 10.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,406 | +2,319 | $4.5M | +$172.4K | 14.4% |
| Gotham Asset Management, LLC | 1,661 | +787 | $403.5K | +$169.9K | 90.0% |
| HBK Sorce Advisory LLC | 2,477 | +25 | $503.7K | -$162.4K | 1.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 2,132 | +801 | $517.9K | +$162.2K | 60.2% |
| Dorsey & Whitney Trust CO LLC | 9,162 | +241 | $2.2M | -$158.2K | 2.7% |
| &PARTNERS | 34,690 | +3,574 | $8.4M | +$157.8K | 11.5% |
| Circle Wealth Management, LLC | 2,754 | +780 | $669.0K | +$141.5K | 39.5% |
| Gryphon Financial Partners LLC | 2,804 | +784 | $681.2K | +$141.3K | 38.8% |
| BURNEY CO/ | 7,414 | +147 | $1.8M | -$140.9K | 2.0% |
| Lido Advisors, LLC | 23,089 | +304 | $5.9M | -$140.6K | 1.3% |
| Haverford Trust Co | 4,719 | +950 | $1.1M | +$139.2K | 25.2% |
| NBC SECURITIES, INC. | 3,080 | +796 | $748.2K | +$137.9K | 34.9% |
| FIRST MERCHANTS CORP | 11,505 | +534 | $2.8M | -$136.9K | 4.9% |
| Prime Capital Investment Advisors, LLC | 8,080 | +229 | $2.0M | -$135.2K | 2.9% |
| China Universal Asset Management Co., Ltd. | 10,000 | +1,400 | $2.4M | +$131.1K | 16.3% |
| TRUST POINT INC. | 2,773 | +728 | $673.6K | +$127.1K | 35.6% |
| Stablepoint Partners, LLC | 5,980 | +80 | $1.5M | -$123.9K | 1.4% |
| FIDELIS CAPITAL PARTNERS, LLC | 4,573 | +875 | $1.1M | +$122.7K | 23.7% |
| STIFEL FINANCIAL CORP | 154,728 | +14,527 | $37.6M | +$121.8K | 10.4% |
| Madison Asset Management, LLC | 6,810 | +1,075 | $1.7M | +$121.8K | 18.7% |
| Palogic Value Management, L.P. | 6,119 | +106 | $1.5M | -$120.4K | 1.8% |
| YHB Investment Advisors, Inc. | 3,231 | +718 | $784.8K | +$113.3K | 28.6% |
| Advisory Services Network, LLC | 5,870 | +122 | $1.4M | -$110.1K | 2.1% |
| GABELLI FUNDS LLC | 4,740 | +20 | $1.2M | -$109.8K | 0.4% |
| Prestige Wealth Management Group LLC | 522 | +435 | $132.0K | +$108.7K | 500.0% |
| Tidal Investments LLC | 21,005 | +2,259 | $5.1M | +$93.2K | 12.1% |
| Diversified Enterprises, LLC | 1,608 | +492 | $390.6K | +$92.4K | 44.1% |
| Pure Financial Advisors, LLC | 3,253 | +634 | $790.2K | +$90.3K | 24.2% |
| FIRST CITIZENS BANK & TRUST CO | 1,324 | +442 | $321.6K | +$85.9K | 50.1% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 3,309 | +609 | $803.8K | +$82.3K | 22.6% |
| Modera Wealth Management, LLC | 3,912 | +48 | $950.3K | -$82.1K | 1.2% |
| Foster Victor Wealth Advisors, LLC | 2,166 | +595 | $505.9K | +$80.9K | 37.9% |
| Meridian Wealth Management, LLC | 3,515 | +40 | $853.8K | -$74.7K | 1.1% |
| GeoWealth Management, LLC | 6,751 | +893 | $1.6M | +$74.6K | 15.2% |
| BKM Wealth Management, LLC | 2,947 | +547 | $715.9K | +$74.6K | 22.8% |
| Advisors Asset Management, Inc. | 14,287 | +1,022 | $3.5M | -$74.1K | 7.7% |
| a16z Perennial Management, L.P. | 1,544 | +411 | $375.1K | +$72.3K | 36.3% |
| MOODY NATIONAL BANK TRUST DIVISION | 1,342 | +390 | $326.0K | +$71.6K | 41.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 552 | +311 | $134.5K | +$70.1K | 129.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 5,279 | +219 | $1.3M | -$69.8K | 4.3% |
| MGO ONE SEVEN LLC | 3,045 | +528 | $739.7K | +$67.1K | 21.0% |
| JANUS HENDERSON GROUP PLC | 3,430 | +63 | $833.1K | -$66.9K | 1.9% |
| ALPS ADVISORS INC | 3,429 | +64 | $832.9K | -$66.2K | 1.9% |
| EverSource Wealth Advisors, LLC | 2,998 | +519 | $728.4K | +$65.8K | 20.9% |
| Bond & Devick Financial Network, Inc. | 1,600 | +390 | $388.7K | +$65.3K | 32.2% |
| BAROMETER CAPITAL MANAGEMENT INC. | 184,100 | +181,950 | $509.5K | -$65.0K | 8462.8% |
| Cornerstone Planning Group LLC | 276 | +252 | $65.2K | +$64.4K | 1050.0% |
| Rakuten Securities, Inc. | 339 | +269 | $82.3K | +$63.6K | 384.3% |
| Beacon Pointe Advisors, LLC | 3,104 | +518 | $754.0K | +$63.0K | 20.0% |
| Hennion & Walsh Asset Management, Inc. | 9,430 | +1,088 | $2.3M | +$61.6K | 13.0% |
| Savvy Advisors, Inc. | 1,112 | +324 | $270.2K | +$59.5K | 41.1% |
| Vontobel Holding Ltd. | 2,660 | +28 | $646.0K | -$57.6K | 1.1% |
| Cetera Trust Company, N.A | 2,520 | +25 | $612.1K | -$54.6K | 1.0% |
| AE Wealth Management LLC | 4,297 | +191 | $1.0M | -$53.6K | 4.7% |
| PFG Investments, LLC | 2,243 | +10 | $544.9K | -$51.8K | 0.4% |
| Clearstead Advisors, LLC | 4,761 | +241 | $1.2M | -$51.3K | 5.3% |
| PUREfi Wealth, LLC | 1,784 | +352 | $433.4K | +$50.7K | 24.6% |
| Ancora Advisors LLC | 229 | +206 | $55.6K | +$49.5K | 895.6% |
| D.A. DAVIDSON & CO. | 2,963 | +86 | $719.7K | -$49.0K | 3.0% |
| Smartleaf Asset Management LLC | 9,253 | +491 | $2.3M | -$48.4K | 5.6% |
| PRINCIPAL SECURITIES, INC. | 10,944 | +820 | $2.7M | -$46.8K | 8.1% |
| HighPoint Advisor Group LLC | 5,347 | +313 | $1.3M | -$46.3K | 6.2% |
| DAVIS R M INC | 1,878 | +18 | $456.1K | -$40.8K | 1.0% |
| MATHER GROUP, LLC. | 2,096 | +37 | $509.2K | -$40.8K | 1.8% |
| THORNBURG INVESTMENT MANAGEMENT INC | 19,238 | +1,899 | $4.7M | +$39.9K | 10.9% |
| Independent Advisor Alliance | 11,154 | +865 | $2.7M | -$39.9K | 8.4% |
| Colonial Trust Co / SC | 253 | +167 | $62.0K | +$39.2K | 194.2% |
| RWA WEALTH PARTNERS, LLC | 41,918 | +3,666 | $10.2M | -$39.1K | 9.6% |
| Crestwood Advisors Group, LLC | 2,016 | +329 | $489.8K | +$38.9K | 19.5% |
| Advisors Capital Management, LLC | 7,450 | +532 | $1.8M | -$38.9K | 7.7% |
| Nicholas Hoffman & Company, LLC. | 1,751 | +16 | $425.3K | -$38.3K | 0.9% |
| Brookstone Capital Management | 1,459 | +275 | $354.4K | +$38.1K | 23.2% |
| AlTi Global, Inc. | 1,632 | +287 | $396.4K | +$37.0K | 21.3% |
| AMERICAN NATIONAL BANK & TRUST | 178 | +154 | $43.2K | +$36.8K | 641.7% |
| IHT Wealth Management, LLC | 1,849 | +31 | $449.0K | -$36.6K | 1.7% |
| Argent Trust Co | 2,692 | +108 | $653.9K | -$36.6K | 4.2% |
| LOUISBOURG INVESTMENTS INC. | 8,480 | +900 | $2.1M | +$34.4K | 11.9% |
| DMC Group, LLC | 6,945 | +504 | $1.7M | -$34.1K | 7.8% |
| Miracle Mile Advisors, LLC | 1,920 | +48 | $466.4K | -$33.8K | 2.6% |
| Golden State Equity Partners | 1,897 | +49 | $460.8K | -$33.0K | 2.6% |
| Baird Financial Group, Inc. | 1,011 | +215 | $245.6K | +$32.9K | 27.0% |
| GREENLEAF TRUST | 5,569 | +629 | $1.4M | +$32.7K | 12.7% |
| Sage Mountain Advisors LLC | 1,774 | +39 | $430.9K | -$32.7K | 2.2% |
| Moran Wealth Management, LLC | 21,473 | +2,072 | $5.2M | +$31.9K | 10.7% |
| Hilltop Holdings Inc. | 3,962 | +242 | $962.3K | -$31.8K | 6.5% |
| Channing Global Advisors, LLC | 1,361 | +241 | $330.6K | +$31.3K | 21.5% |
| Annis Gardner Whiting Capital Advisors, LLC | 146 | +129 | $35.5K | +$30.9K | 758.8% |
| PARK NATIONAL CORP /OH/ | 2,103 | +80 | $510.8K | -$29.7K | 4.0% |
| Kathmere Capital Management, LLC | 4,300 | +281 | $1.0M | -$29.4K | 7.0% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,899 | +63 | $461.3K | -$29.3K | 3.4% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2,755 | +360 | $669.3K | +$29.2K | 15.0% |
| Transamerica Financial Advisors, LLC | 250 | +126 | $60.8K | +$27.7K | 101.6% |
| American Trust | 1,174 | +210 | $285.2K | +$27.6K | 21.8% |
| GC Wealth Management RIA, LLC | 6,111 | +658 | $1.5M | +$27.3K | 12.1% |
| EARNED WEALTH ADVISORS, LLC | 1,000 | +193 | $242.9K | +$27.3K | 23.9% |
| STEPHENS INC /AR/ | 2,600 | +338 | $631.5K | +$27.1K | 14.9% |
| Koshinski Asset Management, Inc. | 1,167 | +6 | $283.5K | -$26.8K | 0.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,527 | +38 | $371.0K | -$26.3K | 2.5% |
| Enterprise Financial Services Corp | 1,287 | +19 | $312.6K | -$26.2K | 1.5% |
| Resonant Capital Advisors, LLC | 2,122 | +95 | $515.5K | -$26.2K | 4.7% |
| Private Advisory Group LLC | 1,132 | +5 | $275.0K | -$26.2K | 0.4% |
| Texas Yale Capital Corp. | 1,601 | +240 | $388.9K | +$25.2K | 17.6% |
| EARNEST PARTNERS LLC | 2,172 | +104 | $527.6K | -$25.0K | 5.0% |
| Harvest Portfolios Group Inc. | 1,493 | +43 | $362.7K | -$24.8K | 3.0% |
| PRIVATE TRUST CO NA | 1,401 | +36 | $340.3K | -$24.4K | 2.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1,160 | +15 | $281.8K | -$24.2K | 1.3% |
| SIMON QUICK ADVISORS, LLC | 1,040 | +185 | $252.6K | +$24.2K | 21.6% |
| Legacy Wealth Asset Management, LLC | 9,329 | +759 | $2.3M | -$23.9K | 8.8% |
| Braun-Bostich & Associates Inc. | 1,060 | +8 | $257.5K | -$23.6K | 0.8% |
| BROWN ADVISORY INC | 5,361 | +575 | $1.3M | +$23.3K | 12.0% |
| Werba Rubin Papier Wealth Management | 999 | +4 | $242.7K | -$23.2K | 0.4% |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,282 | +30 | $311.5K | -$23.1K | 2.4% |
| SYON CAPITAL LLC | 6,024 | +633 | $1.5M | +$22.8K | 11.7% |
| Bell Investment Advisors, Inc | 142 | +98 | $34.5K | +$22.7K | 222.7% |
| Sovran Advisors, LLC | 2,794 | +167 | $658.8K | -$21.9K | 6.3% |
| Summit Financial, LLC | 1,224 | +30 | $297.4K | -$21.7K | 2.5% |
| 180 WEALTH ADVISORS, LLC | 1,223 | +185 | $297.0K | +$19.7K | 17.8% |
| Wedmont Private Capital | 2,366 | +332 | $576.0K | +$19.0K | 16.3% |
| Gerber Kawasaki Wealth & Investment Management | 840 | +9 | $204.1K | -$18.0K | 1.1% |
| AA Financial Advisors, LLC | 1,004 | +24 | $243.9K | -$18.0K | 2.4% |
| NICOLET ADVISORY SERVICES, LLC | 880 | +15 | $219.0K | -$17.9K | 1.7% |
| Root Financial Partners, LLC | 541 | +113 | $131.4K | +$17.0K | 26.4% |
| B. Riley Wealth Advisors, Inc. | 2,237 | +141 | $543.4K | -$16.7K | 6.7% |
| HUB Investment Partners, LLC | 1,036 | +33 | $251.7K | -$16.4K | 3.3% |
| Badgley Phelps Wealth Managers, LLC | 1,050 | +35 | $255.1K | -$16.2K | 3.4% |
| Florida Trust Wealth Management Co | 21,640 | +2,028 | $5.3M | +$16.1K | 10.3% |
| Choate Investment Advisors | 2,003 | +124 | $486.5K | -$15.5K | 6.6% |
| BROWN BROTHERS HARRIMAN & CO | 2,586 | +289 | $628.2K | +$14.4K | 12.6% |
| Fifth Third Wealth Advisors LLC | 1,924 | +127 | $467.5K | -$12.8K | 7.1% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1,387 | +82 | $336.9K | -$11.8K | 6.3% |
| Waterway Wealth Management, LLC | 865 | +35 | $210.1K | -$11.7K | 4.2% |
| Sound Income Strategies, LLC | 111 | +58 | $25.9K | +$11.3K | 109.4% |
| DRIVE WEALTH MANAGEMENT, LLC | 2,288 | +168 | $555.8K | -$10.7K | 7.9% |
| J.Safra Asset Management Corp | 3,340 | +498 | $811.3K | +$10.4K | 17.5% |
| EVOKE WEALTH, LLC | 950 | +49 | $230.7K | -$10.3K | 5.4% |
| Abound Wealth Management | 51 | +43 | $12.4K | +$10.3K | 537.5% |
| West Family Investments, Inc. | 7,126 | +610 | $1.7M | -$10.2K | 9.4% |
| OLD NATIONAL BANCORP /IN/ | 1,079 | +135 | $262.1K | +$9.9K | 14.3% |
| Venturi Wealth Management, LLC | 9,888 | +936 | $2.4M | +$9.6K | 10.4% |
| Interchange Capital Partners, LLC | 885 | +116 | $215.0K | +$9.5K | 15.1% |
| Grove Bank & Trust | 613 | +21 | $148.9K | -$9.3K | 3.5% |
| Pinnacle Bancorp, Inc. | 476 | +9 | $115.6K | -$9.2K | 1.9% |
| PROFUND ADVISORS LLC | 5,037 | +424 | $1.2M | -$9.1K | 9.2% |
| CARY STREET PARTNERS FINANCIAL LLC | 499 | +12 | $121.2K | -$8.9K | 2.5% |
| FINANCIAL CONSULATE, INC | 69 | +39 | $16.7K | +$8.7K | 130.0% |
| EWA, LLC | 1,203 | +80 | $292.3K | -$7.9K | 7.1% |
| XPONANCE, INC. | 2,030 | +214 | $493.1K | +$7.9K | 11.8% |
| FIL Ltd | 390 | +7 | $94.7K | -$7.6K | 1.8% |
| Mutual Advisors, LLC | 1,063 | +110 | $258.2K | -$7.2K | 11.5% |
| Spire Wealth Management | 740 | +43 | $179.8K | -$6.4K | 6.2% |
| Baker Avenue Asset Management, LP | 888 | +59 | $215.6K | -$5.8K | 7.1% |
| Ashton Thomas Private Wealth, LLC | 1,525 | +117 | $370.4K | -$5.8K | 8.3% |
| Triumph Capital Management | 61 | +27 | $14.8K | +$5.7K | 79.4% |
| Steigerwald, Gordon & Koch Inc. | 488 | +23 | $118.5K | -$5.7K | 4.9% |
| Front Row Advisors LLC | 40 | +25 | $9.7K | +$5.7K | 166.7% |
| AdvisorNet Financial, Inc | 894 | +61 | $217.2K | -$5.4K | 7.3% |
| Janney Capital Management LLC | 22,828 | +22,058 | $5.5K | +$5.3K | 2864.7% |
| Empower Advisory Group, LLC | 1,231 | +131 | $299.0K | +$5.1K | 11.9% |
| Global Trust Asset Management, LLC | 72 | +24 | $17.5K | +$4.7K | 50.0% |
| Parkside Financial Bank & Trust | 582 | +70 | $141.4K | +$4.6K | 13.7% |
| COMMERCE BANK | 3,132 | +269 | $760.8K | -$4.2K | 9.4% |
| Wealthcare Advisory Partners LLC | 1,138 | +119 | $276.3K | +$4.2K | 11.7% |
| CERTIOR FINANCIAL GROUP, LLC | 1,415 | +142 | $343.7K | +$3.6K | 11.2% |
| TOTH FINANCIAL ADVISORY CORP | 207 | +7 | $50.3K | -$3.2K | 3.5% |
| CoreCap Advisors, LLC | 175 | +5 | $42.5K | -$2.9K | 2.9% |
| MJT & Associates Financial Advisory Group, Inc. | 26 | +13 | $6.3K | +$2.8K | 100.0% |
| MOODY LYNN & LIEBERSON, LLC | 1,794 | +153 | $435.8K | -$2.7K | 9.3% |
| Dynamic Advisor Solutions LLC | 4,022 | +375 | $977.0K | +$2.5K | 10.3% |
| Larson Financial Group LLC | 329 | +21 | $79.9K | -$2.4K | 6.8% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 127 | +4 | $30.9K | -$2.0K | 3.3% |
| Crewe Advisors LLC | 19 | +9 | $4.6K | +$1.9K | 90.0% |
| Rossby Financial, LCC | 99 | +17 | $24.0K | +$1.9K | 20.7% |
| LORD, ABBETT & CO. LLC | 66,425 | +112 | $16.1K | -$1.6K | 0.2% |
| Whipplewood Advisors, LLC | 216 | +14 | $52.5K | -$1.5K | 6.9% |
| Independence Bank of Kentucky | 489 | +39 | $118.8K | -$1.5K | 8.7% |
| JFS WEALTH ADVISORS, LLC | 179 | +11 | $43.5K | -$1.4K | 6.5% |
| HANTZ FINANCIAL SERVICES, INC. | 55,403 | +10,270 | $13.5K | +$1.4K | 22.8% |
| North Star Investment Management Corp. | 457 | +37 | $111.0K | -$1.2K | 8.8% |
| Dogwood Wealth Management LLC | 69 | +2 | $16.8K | -$1.1K | 3.0% |
| LRI Investments, LLC | 194 | +13 | $47.2K | -$1.1K | 7.2% |
| Physician Wealth Advisors, Inc. | 185 | +21 | $44.9K | +$1.1K | 12.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 264 | +20 | $64.1K | -$1.1K | 8.2% |
| PARK AVENUE SECURITIES LLC | 27,731 | +128 | $6.7K | -$640 | 0.5% |
| HRT FINANCIAL LP | 4,555 | +2,791 | $1.1K | +$635 | 158.2% |
| Quantitative Investment Management, LLC | 4,107 | +2,180 | $997 | +$483 | 113.1% |
| TD Capital Management LLC | 95 | +7 | $23.1K | -$440 | 8.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 2,350 | +215 | $570.8K | +$346 | 10.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,156 | +1,454 | $1.3K | +$262 | 39.3% |
| CENTRAL TRUST Co | 1,148 | +104 | $278.7K | -$227 | 10.0% |
| NATURAL INVESTMENTS, LLC | 7,805 | +199 | $1.9K | -$137 | 2.6% |
| Manchester Capital Management LLC | 25 | +2 | $6.1K | -$73 | 8.7% |
| CWM, LLC | 4,129 | +180 | $1.0K | -$52 | 4.5% |
| Daiwa Securities Group Inc. | 5,743 | +664 | $1.4K | +$38 | 13.1% |
| FDx Advisors, Inc. | 3,253 | +301 | $790 | +$22 | 10.2% |
| Arete Wealth Advisors, LLC | 1,332 | +57 | $324 | -$17 | 4.5% |
| Euro Pacific Asset Management, LLC | 870 | +47 | $213 | -$8 | 5.7% |