13F QoQ Ownership Changes
SHOP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 307 new · 638 added · 901 reduced · 158 exited
New Positions(307)
Added To(638)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 16,224,694 | +1,905,084 | $2.61B | +$1.46B | 13.3% |
| FMR LLC | 48,003,077 | +1,567,962 | $7.73B | +$829.1M | 3.4% |
| 1832 Asset Management L.P. | 7,813,418 | +4,373,310 | $1.26B | +$746.5M | 127.1% |
| VANGUARD GROUP INC | 50,670,627 | +743,803 | $8.16B | +$741.1M | 1.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,611,321 | +3,990,839 | $1.87B | +$736.6M | 52.4% |
| GOLDMAN SACHS GROUP INC | 14,010,145 | +3,386,338 | $2.26B | +$676.4M | 31.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 8,763,307 | +3,379,933 | $1.41B | +$611.4M | 62.8% |
| SANDS CAPITAL MANAGEMENT, LLC | 9,506,036 | +2,568,765 | $1.53B | +$499.2M | 37.0% |
| CIBC WORLD MARKET INC. | 17,826,927 | +1,586,957 | $2.87B | +$456.2M | 9.8% |
| Invesco Ltd. | 14,026,193 | +1,252,074 | $2.26B | +$359.4M | 9.8% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,339,097 | +2,165,478 | $376.5M | +$350.7M | 1247.3% |
| BlackRock, Inc. | 10,087,672 | +1,303,871 | $1.62B | +$318.5M | 14.8% |
| Hudson Bay Capital Management LP | 2,000,697 | +1,933,862 | $322.1M | +$312.1M | 2893.5% |
| PICTON MAHONEY ASSET MANAGEMENT | 1,932,932 | +201,884 | $311.7M | +$311.4M | 11.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 12,601,476 | +737,892 | $2.04B | +$272.9M | 6.2% |
| MACKENZIE FINANCIAL CORP | 9,961,097 | +827,643 | $1.63B | +$270.7M | 9.1% |
| ALLIANCEBERNSTEIN L.P. | 6,550,340 | +1,170,955 | $1.05B | +$255.0M | 21.8% |
| JENNISON ASSOCIATES LLC | 18,966,407 | +42,976 | $3.05B | +$240.8M | 0.2% |
| Voya Investment Management LLC | 1,392,374 | +1,376,100 | $224.1M | +$221.7M | 8455.8% |
| MARSHALL WACE, LLP | 1,900,119 | +1,202,907 | $305.9M | +$202.2M | 172.5% |
| UBS Group AG | 4,695,192 | +666,920 | $755.8M | +$157.1M | 16.6% |
| ICONIQ Capital, LLC | 2,456,052 | +788,450 | $395.4M | +$147.5M | 47.3% |
| TORONTO DOMINION BANK | 3,367,014 | +698,358 | $542.1M | +$145.7M | 26.2% |
| TD Asset Management Inc | 8,713,762 | +185,252 | $1.40B | +$137.5M | 2.2% |
| Castle Hook Partners LP | 1,979,636 | +748,152 | $318.7M | +$135.7M | 60.8% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5,892,833 | +356,008 | $948.6M | +$125.7M | 6.4% |
| Point72 Asset Management, L.P. | 759,632 | +717,932 | $122.3M | +$116.1M | 1721.7% |
| ProShare Advisors LLC | 1,899,632 | +577,193 | $305.8M | +$109.3M | 43.6% |
| Polar Capital Holdings Plc | 1,678,793 | +578,767 | $270.2M | +$106.8M | 52.6% |
| Legal & General Group Plc | 6,349,261 | +160,376 | $1.02B | +$104.0M | 2.6% |
| Assenagon Asset Management S.A. | 677,511 | +637,494 | $109.1M | +$103.1M | 1593.0% |
| D. E. Shaw & Co., Inc. | 1,891,869 | +500,626 | $304.5M | +$97.8M | 36.0% |
| BNP PARIBAS FINANCIAL MARKETS | 1,035,070 | +370,701 | $229.5M | +$95.0M | 55.8% |
| DEUTSCHE BANK AG\ | 3,395,345 | +276,957 | $546.5M | +$83.1M | 8.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 779,793 | +433,827 | $127.7M | +$76.1M | 125.4% |
| Federation des caisses Desjardins du Quebec | 2,269,766 | +282,438 | $365.1M | +$70.5M | 14.2% |
| NORTHERN TRUST CORP | 1,773,610 | +303,779 | $285.5M | +$67.1M | 20.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 593,558 | +371,695 | $95.6M | +$62.6M | 167.5% |
| FRED ALGER MANAGEMENT, LLC | 588,028 | +297,709 | $94.7M | +$51.5M | 102.5% |
| WELLS FARGO & COMPANY/MN | 3,465,404 | +52,987 | $557.8M | +$50.7M | 1.6% |
| Balyasny Asset Management L.P. | 465,145 | +289,443 | $74.9M | +$48.8M | 164.7% |
| Walleye Capital LLC | 534,888 | +272,678 | $86.1M | +$47.1M | 104.0% |
| MUFG Securities EMEA plc | 820,000 | +240,000 | $132.1M | +$45.9M | 41.4% |
| Parallax Volatility Advisers, L.P. | 510,121 | +246,402 | $82.1M | +$42.9M | 93.4% |
| Cumberland Partners Ltd | 272,184 | +257,714 | $43.9M | +$41.7M | 1781.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,636,407 | +125,654 | $263.5M | +$38.9M | 8.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,624,776 | +30,046 | $423.2M | +$37.6M | 1.1% |
| Union Bancaire Privee, UBP SA | 278,667 | +232,317 | $41.7M | +$36.5M | 501.2% |
| Walleye Trading LLC | 1,244,435 | +126,217 | $200.3M | +$34.1M | 11.3% |
| STEADFAST CAPITAL MANAGEMENT LP | 1,075,656 | +127,332 | $173.1M | +$32.2M | 13.4% |
| AQR CAPITAL MANAGEMENT LLC | 230,353 | +183,538 | $37.1M | +$30.1M | 392.0% |
| BAMCO INC /NY/ | 2,288,270 | +2,771 | $368.3M | +$28.7M | 0.1% |
| Caisse de depot et placement du Quebec | 1,411,721 | +71,651 | $227.6M | +$28.5M | 5.3% |
| AEGON ASSET MANAGEMENT UK Plc | 430,609 | +142,924 | $69.3M | +$26.6M | 49.7% |
| Caption Management, LLC | 216,900 | +161,050 | $34.9M | +$26.6M | 288.4% |
| NEUBERGER BERMAN GROUP LLC | 853,415 | +103,261 | $137.4M | +$25.9M | 13.8% |
| AXIOM INVESTORS LLC /DE | 1,098,515 | +76,574 | $176.8M | +$25.0M | 7.5% |
| NEOS Investment Management LLC | 497,575 | +126,153 | $80.1M | +$24.9M | 34.0% |
| STRS OHIO | 533,299 | +117,075 | $85.9M | +$24.0M | 28.1% |
| LPL Financial LLC | 1,381,322 | +42,182 | $222.4M | +$23.3M | 3.1% |
| Man Group plc | 286,931 | +119,059 | $46.2M | +$21.2M | 70.9% |
| AVIVA PLC | 1,023,213 | +55,439 | $164.9M | +$21.2M | 5.7% |
| BLAIR WILLIAM & CO/IL | 610,733 | +90,546 | $98.3M | +$21.0M | 17.4% |
| Allianz Asset Management GmbH | 431,881 | +102,053 | $69.6M | +$20.6M | 30.9% |
| MILLENNIUM MANAGEMENT LLC | 901,058 | +58,758 | $145.1M | +$19.9M | 7.0% |
| Investment Management Corp of Ontario | 254,488 | +105,051 | $41.0M | +$18.8M | 70.3% |
| SCOTIA CAPITAL INC. | 1,161,177 | +24,638 | $186.7M | +$18.3M | 2.2% |
| Verition Fund Management LLC | 240,750 | +99,238 | $38.8M | +$17.7M | 70.1% |
| CAPITAL INTERNATIONAL SARL | 695,042 | +58,557 | $111.9M | +$17.3M | 9.2% |
| Amundi | 3,115,972 | +167,667 | $501.6M | +$16.6M | 5.7% |
| Allspring Global Investments Holdings, LLC | 793,725 | +62,520 | $124.8M | +$15.4M | 8.6% |
| Mirae Asset Global Investments Co., Ltd. | 526,114 | +59,745 | $84.7M | +$15.4M | 12.8% |
| GF FUND MANAGEMENT CO. LTD. | 307,697 | +77,197 | $49.5M | +$15.3M | 33.5% |
| OSSIAM | 237,601 | +82,765 | $38.3M | +$15.2M | 53.5% |
| Optiver Holding B.V. | 92,877 | +92,705 | $15.0M | +$14.9M | 53898.3% |
| NOMURA HOLDINGS INC | 380,704 | +67,416 | $61.3M | +$14.7M | 21.5% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 124,582 | +85,725 | $20.1M | +$14.4M | 220.6% |
| Qube Research & Technologies Ltd | 576,342 | +43,038 | $92.8M | +$13.5M | 8.1% |
| SteelPeak Wealth, LLC | 122,595 | +76,989 | $19.7M | +$13.0M | 168.8% |
| Kinetic Partners Management, LP | 113,626 | +76,000 | $18.3M | +$12.7M | 202.0% |
| DIMENSIONAL FUND ADVISORS LP | 755,171 | +22,502 | $121.6M | +$12.7M | 3.1% |
| STATE STREET CORP | 819,541 | +12,319 | $131.9M | +$12.0M | 1.5% |
| LAZARD ASSET MANAGEMENT LLC | 173,661 | +61,900 | $28.0M | +$11.4M | 55.4% |
| AustralianSuper Pty Ltd | 555,329 | +29,380 | $89.4M | +$11.3M | 5.6% |
| Ninepoint Partners LP | 108,591 | +66,179 | $17.5M | +$11.2M | 156.0% |
| ODDO BHF ASSET MANAGEMENT SAS | 122,698 | +14,298 | $27.1M | +$11.0M | 13.2% |
| Rakuten Investment Management, Inc. | 65,992 | +51,828 | $11.1M | +$10.6M | 365.9% |
| Northwest & Ethical Investments L.P. | 238,858 | +46,838 | $38.6M | +$10.0M | 24.4% |
| Candriam S.C.A. | 139,005 | +54,723 | $22.4M | +$9.9M | 64.9% |
| Harvest Portfolios Group Inc. | 150,542 | +52,873 | $24.2M | +$9.7M | 54.1% |
| Bank Julius Baer & Co. Ltd, Zurich | 85,271 | +57,906 | $13.8M | +$9.7M | 211.6% |
| Rockefeller Capital Management L.P. | 6,575,261 | +5,435,549 | $159.7M | -$9.7M | 476.9% |
| NWAM LLC | 111,010 | +71,736 | $15.7M | +$9.3M | 182.7% |
| Creative Planning | 409,381 | +24,919 | $65.9M | +$8.8M | 6.5% |
| VICTORY CAPITAL MANAGEMENT INC | 555,741 | +12,515 | $89.5M | +$8.7M | 2.3% |
| Stony Point Capital LLC | 541,316 | +13,444 | $87.1M | +$8.7M | 2.5% |
| Quantinno Capital Management LP | 200,868 | +41,262 | $32.3M | +$8.6M | 25.9% |
| HWG Holdings LP | 70,395 | +50,252 | $11.3M | +$8.3M | 249.5% |
| TWO SIGMA INVESTMENTS, LP | 82,587 | +49,187 | $13.3M | +$8.3M | 147.3% |
| Atika Capital Management LLC | 124,000 | +45,500 | $20.0M | +$8.3M | 58.0% |
| WCG Wealth Advisors LLC | 71,149 | +48,657 | $11.5M | +$8.1M | 216.3% |
| STIFEL FINANCIAL CORP | 407,385 | +19,574 | $65.6M | +$7.9M | 5.0% |
| Skandinaviska Enskilda Banken AB (publ) | 207,125 | +34,994 | $33.3M | +$7.7M | 20.3% |
| Alphadyne Asset Management LP | 81,284 | +44,415 | $13.1M | +$7.6M | 120.5% |
| CAPTRUST FINANCIAL ADVISORS | 75,428 | +44,633 | $12.1M | +$7.6M | 144.9% |
| Groupe la Francaise | 47,341 | +46,396 | $7.6M | +$7.5M | 4909.6% |
| Pathstone Holdings, LLC | 197,866 | +33,862 | $31.9M | +$7.5M | 20.6% |
| INTECH INVESTMENT MANAGEMENT LLC | 222,306 | +29,944 | $35.8M | +$7.3M | 15.6% |
| Cetera Investment Advisers | 327,923 | +21,533 | $52.8M | +$7.3M | 7.0% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 513,830 | +5,514 | $82.7M | +$7.2M | 1.1% |
| CAPITAL INTERNATIONAL LTD /CA/ | 388,196 | +15,615 | $62.5M | +$7.1M | 4.2% |
| Callan Family Office, LLC | 60,504 | +41,972 | $9.7M | +$7.0M | 226.5% |
| State of Tennessee, Department of Treasury | 863,216 | +143,813 | $113.8M | +$6.9M | 20.0% |
| Mariner, LLC | 273,218 | +23,232 | $43.9M | +$6.8M | 9.3% |
| Focus Partners Wealth | 204,710 | +28,947 | $32.8M | +$6.7M | 16.5% |
| Kovack Advisors, Inc. | 52,668 | +39,867 | $8.5M | +$6.6M | 311.4% |
| MML INVESTORS SERVICES, LLC | 191,423 | +27,701 | $30.8M | +$6.5M | 16.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 211,068 | +21,235 | $34.0M | +$5.8M | 11.2% |
| CREDIT AGRICOLE S A | 93,958 | +28,338 | $15.1M | +$5.4M | 43.2% |
| TRUIST FINANCIAL CORP | 381,288 | +4,406 | $61.4M | +$5.4M | 1.2% |
| CASTLEARK MANAGEMENT LLC | 345,382 | +7,138 | $55.6M | +$5.3M | 2.1% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 178,627 | +20,113 | $28.8M | +$5.2M | 12.7% |
| Lansforsakringar Fondforvaltning AB (publ) | 285,883 | +10,174 | $46.1M | +$5.1M | 3.7% |
| Triasima Portfolio Management inc. | 182,338 | +18,028 | $29.4M | +$5.0M | 11.0% |
| JONES FINANCIAL COMPANIES LLLP | 130,977 | +14,097 | $21.1M | +$4.7M | 12.1% |
| ASSETMARK, INC | 213,583 | +13,415 | $34.4M | +$4.6M | 6.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 51,393 | +25,608 | $8.3M | +$4.4M | 99.3% |
| GROUP ONE TRADING LLC | 61,953 | +24,362 | $10.0M | +$4.4M | 64.8% |
| EQUITABLE TRUST CO | 318,652 | +2,974 | $51.3M | +$4.4M | 0.9% |
| D.A. DAVIDSON & CO. | 175,889 | +14,498 | $28.3M | +$4.3M | 9.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 176,155 | +14,495 | $28.3M | +$4.3M | 9.0% |
| M&T Bank Corp | 81,082 | +21,945 | $13.1M | +$4.3M | 37.1% |
| Munich Reinsurance Co Stock Corp in Munich | 39,374 | +24,213 | $6.5M | +$4.2M | 159.7% |
| AGF MANAGEMENT LTD | 144,859 | +15,728 | $23.5M | +$4.1M | 12.2% |
| GUGGENHEIM CAPITAL LLC | 290,516 | +3,317 | $46.8M | +$4.1M | 1.1% |
| AE Wealth Management LLC | 44,571 | +23,739 | $7.2M | +$4.1M | 114.0% |
| US BANCORP \DE\ | 86,444 | +19,857 | $13.9M | +$4.0M | 29.8% |
| Beacon Pointe Advisors, LLC | 48,115 | +22,033 | $7.7M | +$3.9M | 84.5% |
| Meridian Wealth Management, LLC | 137,081 | +13,406 | $22.1M | +$3.7M | 10.8% |
| Saba Capital Management, L.P. | 163,479 | +10,555 | $26.3M | +$3.6M | 6.9% |
| HighTower Advisors, LLC | 207,714 | +6,439 | $33.4M | +$3.6M | 3.2% |
| NewEdge Advisors, LLC | 87,482 | +16,282 | $14.1M | +$3.5M | 22.9% |
| Americana Partners, LLC | 49,308 | +18,749 | $7.9M | +$3.4M | 61.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200,371 | +6,076 | $32.3M | +$3.4M | 3.1% |
| Farther Finance Advisors, LLC | 45,924 | +18,672 | $7.4M | +$3.3M | 68.5% |
| Tairen Capital Ltd | 103,233 | +13,533 | $16.6M | +$3.3M | 15.1% |
| ALERUS FINANCIAL NA | 44,635 | +18,123 | $7.2M | +$3.2M | 68.3% |
| Cerity Partners LLC | 127,200 | +10,736 | $20.5M | +$3.2M | 9.2% |
| Melqart Asset Management (UK) Ltd | 32,388 | +18,566 | $5.2M | +$3.2M | 134.3% |
| Concurrent Investment Advisors, LLC | 44,084 | +17,495 | $7.1M | +$3.1M | 65.8% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 215,582 | +2,752 | $34.7M | +$3.1M | 1.3% |
| Left Brain Wealth Management, LLC | 28,541 | +18,210 | $4.6M | +$3.1M | 176.3% |
| WINTON GROUP Ltd | 49,158 | +15,858 | $7.9M | +$3.0M | 47.6% |
| &PARTNERS | 87,224 | +11,188 | $14.0M | +$2.8M | 14.7% |
| Kestra Advisory Services, LLC | 96,913 | +10,149 | $15.6M | +$2.7M | 11.7% |
| Andra AP-fonden | 69,400 | +8,300 | $15.3M | +$2.7M | 13.6% |
| GM Advisory Group, LLC | 27,655 | +15,634 | $4.5M | +$2.7M | 130.1% |
| INTEGRITY ALLIANCE, LLC. | 23,068 | +15,740 | $3.7M | +$2.6M | 214.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 68,078 | +11,848 | $11.0M | +$2.6M | 21.1% |
| Merit Financial Group, LLC | 32,689 | +14,427 | $5.3M | +$2.5M | 79.0% |
| USS Investment Management Ltd | 191,740 | +982 | $30.8M | +$2.5M | 0.5% |
| Lombard Odier Asset Management (Switzerland) SA | 71,708 | +31,040 | $11.5M | -$2.5M | 76.3% |
| SHELTON CAPITAL MANAGEMENT | 139,413 | +4,842 | $22.4M | +$2.4M | 3.6% |
| Baltimore-Washington Financial Advisors, Inc. | 116,726 | +6,622 | $18.8M | +$2.4M | 6.0% |
| PROFUND ADVISORS LLC | 96,286 | +8,051 | $15.5M | +$2.4M | 9.1% |
| PRUDENTIAL FINANCIAL INC | 42,487 | +12,285 | $6.9M | +$2.4M | 40.7% |
| Maryland State Retirement & Pension System | 178,354 | +780 | $28.7M | +$2.4M | 0.4% |
| Corient Private Wealth LLC | 924,715 | +805,338 | $19.8M | +$2.3M | 674.6% |
| Venture Visionary Partners LLC | 85,930 | +8,168 | $13.8M | +$2.3M | 10.5% |
| WELCH & FORBES LLC | 152,934 | +2,386 | $24.6M | +$2.2M | 1.6% |
| Apollon Wealth Management, LLC | 149,526 | +2,334 | $24.1M | +$2.2M | 1.6% |
| PNC Financial Services Group, Inc. | 125,414 | +4,182 | $20.2M | +$2.2M | 3.4% |
| SIMPLEX TRADING, LLC | 13,407 | +12,513 | $2.2M | +$2.2M | 1399.7% |
| LYELL WEALTH MANAGEMENT, LP | 164,895 | +127 | $26.5M | +$2.1M | 0.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 107,222 | +7,483 | $16.9M | +$2.0M | 7.5% |
| Calamos Wealth Management LLC | 32,564 | +10,844 | $5.2M | +$2.0M | 49.9% |
| NOMURA ASSET MANAGEMENT CO LTD | 91,411 | +5,815 | $14.7M | +$2.0M | 6.8% |
| Coastline Trust Co | 13,541 | +12,244 | $2.2M | +$2.0M | 944.0% |
| ITHAKA GROUP LLC | 127,716 | +2,352 | $20.6M | +$1.9M | 1.9% |
| Gryphon Financial Partners LLC | 147,653 | +97 | $23.8M | +$1.8M | 0.1% |
| MISSION WEALTH MANAGEMENT, LP | 14,737 | +10,824 | $2.4M | +$1.8M | 276.6% |
| Private Advisor Group, LLC | 48,652 | +7,858 | $7.8M | +$1.8M | 19.3% |
| TD PRIVATE CLIENT WEALTH LLC | 15,443 | +10,613 | $2.5M | +$1.8M | 219.7% |
| Yarbrough Capital, LLC | 112,218 | +2,198 | $18.1M | +$1.7M | 2.0% |
| TWO SIGMA ADVISERS, LP | 14,100 | +10,200 | $2.3M | +$1.7M | 261.5% |
| Vestmark Advisory Solutions, Inc. | 132,858 | +186 | $21.4M | +$1.7M | 0.1% |
| Pacer Advisors, Inc. | 88,754 | +3,621 | $14.3M | +$1.6M | 4.3% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 111,190 | +1,556 | $17.9M | +$1.6M | 1.4% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 84,867 | +3,713 | $13.7M | +$1.6M | 4.6% |
| Dixon Mitchell Investment Counsel Inc. | 82,336 | +3,542 | $13.3M | +$1.6M | 4.5% |
| Vanguard Personalized Indexing Management, LLC | 64,297 | +4,998 | $10.3M | +$1.5M | 8.4% |
| Carnegie Investment Counsel | 116,662 | +559 | $18.8M | +$1.5M | 0.5% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 21,443 | +8,360 | $3.5M | +$1.5M | 63.9% |
| Hel Ved Capital Management Ltd | 20,285 | +8,385 | $3.3M | +$1.5M | 70.5% |
| Integrated Financial Solutions, Inc. | 20,050 | +10,025 | $2.6M | +$1.5M | 100.0% |
| Norinchukin Bank, The | 40,843 | +6,591 | $6.6M | +$1.5M | 19.2% |
| Jaffetilchin Investment Partners, LLC | 65,304 | +4,308 | $10.5M | +$1.4M | 7.1% |
| PRUDENTIAL PLC | 71,489 | +3,518 | $11.5M | +$1.4M | 5.2% |
| Empowered Funds, LLC | 32,183 | +7,011 | $5.2M | +$1.4M | 27.9% |
| HARTLINE INVESTMENT CORP/ | 32,701 | +6,950 | $5.3M | +$1.4M | 27.0% |
| Lido Advisors, LLC | 122,401 | +4,914 | $18.9M | +$1.4M | 4.2% |
| CABOT WEALTH MANAGEMENT INC | 19,974 | +7,920 | $3.2M | +$1.4M | 65.7% |
| Fiera Capital Corp | 13,999 | +8,363 | $2.3M | +$1.4M | 148.4% |
| Vident Advisory, LLC | 73,404 | +3,275 | $11.8M | +$1.4M | 4.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 12,834 | +8,152 | $2.1M | +$1.4M | 174.1% |
| BANK OF NOVA SCOTIA TRUST CO | 57,828 | +4,283 | $9.3M | +$1.4M | 8.0% |
| China Universal Asset Management Co., Ltd. | 56,298 | +4,380 | $9.1M | +$1.3M | 8.4% |
| EVOKE WEALTH, LLC | 14,934 | +7,516 | $2.4M | +$1.3M | 101.3% |
| Equitable Holdings, Inc. | 89,432 | +1,259 | $14.4M | +$1.3M | 1.4% |
| PCJ Investment Counsel Ltd. | 70,710 | +2,520 | $11.4M | +$1.3M | 3.7% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 13,318 | +7,273 | $2.1M | +$1.2M | 120.3% |
| Wealthfront Advisers LLC | 25,759 | +6,000 | $4.1M | +$1.2M | 30.4% |
| Envestnet Portfolio Solutions, Inc. | 42,356 | +4,557 | $6.8M | +$1.2M | 12.1% |
| OPPENHEIMER & CO INC | 44,601 | +4,354 | $7.2M | +$1.2M | 10.8% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 13,575 | +6,869 | $2.2M | +$1.2M | 102.4% |
| Snowden Capital Advisors LLC | 32,260 | +5,175 | $5.2M | +$1.2M | 19.1% |
| Investment Research & Advisory Group, Inc. | 7,373 | +7,150 | $1.2M | +$1.2M | 3206.3% |
| DANSKE BANK A/S | 11,621 | +6,558 | $1.9M | +$1.1M | 129.5% |
| Ravenswood Partners LP | 74,371 | +1,318 | $12.0M | +$1.1M | 1.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 37,582 | +4,235 | $6.0M | +$1.1M | 12.7% |
| Avestar Capital, LLC | 29,932 | +4,696 | $4.8M | +$1.1M | 18.6% |
| Ameritas Investment Partners, Inc. | 44,200 | +3,498 | $7.1M | +$1.1M | 8.6% |
| STRATEGIC PLANNING GROUP, LLC | 55,883 | +2,510 | $9.0M | +$1.1M | 4.7% |
| MOORE CAPITAL MANAGEMENT, LP | 9,108 | +6,287 | $1.5M | +$1.0M | 222.9% |
| Weaver Capital Management LLC | 55,511 | +1,891 | $8.9M | +$967.1K | 3.5% |
| Midwest Trust Co | 63,985 | +985 | $10.3M | +$937.2K | 1.6% |
| Winthrop Advisory Group LLC | 10,658 | +5,333 | $1.7M | +$925.0K | 100.2% |
| KINGSWOOD WEALTH ADVISORS, LLC | 12,712 | +5,141 | $2.0M | +$921.1K | 67.9% |
| Momentum Wealth Planning, LLC | 5,898 | +4,219 | $1.2M | +$920.6K | 251.3% |
| Prospera Financial Services Inc | 64,230 | +701 | $10.3M | +$897.9K | 1.1% |
| RITHOLTZ WEALTH MANAGEMENT | 32,756 | +3,268 | $5.3M | +$890.5K | 11.1% |
| Vise Technologies, Inc. | 34,444 | +2,962 | $5.5M | +$866.0K | 9.4% |
| CHOREO, LLC | 45,862 | +1,000 | $7.5M | +$842.5K | 2.2% |
| IEQ CAPITAL, LLC | 56,623 | +710 | $9.1M | +$805.3K | 1.3% |
| SummitTX Capital, L.P. | 7,150 | +4,708 | $1.2M | +$788.0K | 192.8% |
| HighPoint Advisor Group LLC | 26,005 | +3,080 | $4.2M | +$779.1K | 13.4% |
| Compound Planning, Inc. | 33,105 | +2,488 | $5.3M | +$778.9K | 8.1% |
| COMMERCE BANK | 58,116 | +375 | $9.4M | +$774.0K | 0.6% |
| Aviso Financial Inc. | 46,776 | +1,285 | $7.5M | +$772.5K | 2.8% |
| UniSuper Management Pty Ltd | 23,300 | +2,100 | $5.1M | +$766.0K | 9.9% |
| GABLES CAPITAL MANAGEMENT INC. | 12,420 | +4,120 | $2.0M | +$765.8K | 49.6% |
| CRAWFORD INVESTMENT COUNSEL INC | 6,100 | +4,500 | $981.5K | +$743.7K | 281.3% |
| GAM Holding AG | 7,272 | +4,372 | $1.2M | +$740.3K | 150.8% |
| Orion Investment Co | 49,480 | +758 | $8.0M | +$724.2K | 1.6% |
| BNP PARIBAS | 9,490 | +4,043 | $1.5M | +$718.1K | 74.2% |
| SIGNATUREFD, LLC | 54,200 | +337 | $8.7M | +$711.2K | 0.6% |
| EVENTIDE ASSET MANAGEMENT, LLC | 14,886 | +3,455 | $2.4M | +$702.5K | 30.2% |
| Fisher Asset Management, LLC | 24,414 | +2,682 | $3.9M | +$700.2K | 12.3% |
| FFG Partners, LLC | 50,646 | +360 | $8.2M | +$679.5K | 0.7% |
| Cambria Investment Management, L.P. | 6,534 | +4,011 | $1.1M | +$676.8K | 159.0% |
| Crestwood Advisors Group, LLC | 48,947 | +453 | $7.9M | +$672.3K | 0.9% |
| Fortis Capital Advisors, LLC | 11,777 | +3,544 | $1.9M | +$672.2K | 43.0% |
| ATALANTA SOSNOFF CAPITAL, LLC | 47,979 | +513 | $7.7M | +$669.3K | 1.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 50,811 | +244 | $8.2M | +$664.3K | 0.5% |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 44,176 | +770 | $7.1M | +$661.4K | 1.8% |
| Belpointe Asset Management LLC | 13,944 | +3,282 | $2.2M | +$660.1K | 30.8% |
| Global Retirement Partners, LLC | 24,100 | +2,418 | $3.9M | +$657.2K | 11.2% |
| Wealthspire Advisors, LLC | 20,360 | +2,572 | $3.3M | +$633.9K | 14.4% |
| SBI Securities Co., Ltd. | 35,980 | +1,217 | $5.8M | +$625.6K | 3.5% |
| OBERWEIS ASSET MANAGEMENT INC/ | 13,100 | +3,100 | $2.1M | +$622.6K | 31.0% |
| NorthCrest Asset Manangement, LLC | 99,248 | +809 | $16.5M | +$619.8K | 0.8% |
| CSS LLC/IL | 6,000 | +3,500 | $965.8K | +$594.3K | 140.0% |
| KG&L Capital Management,LLC | 6,877 | +3,310 | $1.1M | +$576.9K | 92.8% |
| NICOLET ADVISORY SERVICES, LLC | 6,863 | +3,271 | $1.2M | +$573.2K | 91.1% |
| BAILARD, INC. | 43,374 | +201 | $7.0M | +$566.0K | 0.5% |
| FIRST MANHATTAN CO. LLC. | 12,093 | +2,777 | $1.9M | +$562.2K | 29.8% |
| Sepio Capital, LP | 40,752 | +281 | $6.6M | +$545.5K | 0.7% |
| Waverly Advisors, LLC | 11,972 | +2,651 | $1.9M | +$541.9K | 28.4% |
| Magnus Financial Group LLC | 5,438 | +3,190 | $875.4K | +$541.3K | 141.9% |
| MONETTA FINANCIAL SERVICES INC | 9,600 | +2,600 | $1.5M | +$505.0K | 37.1% |
| WD RUTHERFORD LLC | 9,969 | +2,557 | $1.6M | +$503.2K | 34.5% |
| Venturi Wealth Management, LLC | 17,727 | +1,874 | $2.9M | +$497.6K | 11.8% |
| AlphaCore Capital LLC | 10,145 | +2,504 | $1.6M | +$497.5K | 32.8% |
| One Wealth Management Investment & Advisory Services, LLC | 8,065 | +2,671 | $1.3M | +$496.6K | 49.5% |
| CIM, LLC | 16,994 | +1,842 | $2.7M | +$483.8K | 12.2% |
| Gladstone Institutional Advisory LLC | 9,777 | +2,385 | $1.6M | +$475.3K | 32.3% |
| AdvisorNet Financial, Inc | 37,682 | +16 | $6.1M | +$468.1K | 0.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,437 | +2,850 | $553.2K | +$466.0K | 485.5% |
| Sequoia Financial Advisors, LLC | 22,569 | +1,218 | $3.6M | +$459.9K | 5.7% |
| SYON CAPITAL LLC | 9,998 | +2,258 | $1.6M | +$459.1K | 29.2% |
| HOWARD BAILEY SECURITIES, LLC | 6,523 | +4,414 | $771.7K | +$458.3K | 209.3% |
| INSIGNEO ADVISORY SERVICES, LLC | 23,522 | +1,075 | $3.8M | +$450.5K | 4.8% |
| Parallel Advisors, LLC | 23,853 | +983 | $3.8M | +$440.9K | 4.3% |
| MCF Advisors LLC | 4,426 | +2,586 | $712.5K | +$439.0K | 140.5% |
| Permanens Capital L.P. | 10,030 | +2,103 | $1.6M | +$436.5K | 26.5% |
| Savant Capital, LLC | 23,743 | +898 | $3.8M | +$426.8K | 3.9% |
| Cypress Wealth Services, LLC | 18,437 | +1,273 | $3.0M | +$417.1K | 7.4% |
| Inspire Advisors, LLC | 4,473 | +2,408 | $720.1K | +$413.2K | 116.6% |
| Cyndeo Wealth Partners, LLC | 9,605 | +1,975 | $1.5M | +$412.2K | 25.9% |
| May Hill Capital, LLC | 4,782 | +2,368 | $769.8K | +$411.0K | 98.1% |
| LOGAN CAPITAL MANAGEMENT INC | 32,782 | +18 | $5.3M | +$406.5K | 0.1% |
| PERSONAL CFO SOLUTIONS, LLC | 15,868 | +1,393 | $2.6M | +$403.1K | 9.6% |
| Willis Johnson & Associates, Inc. | 6,251 | +2,156 | $1.0M | +$397.6K | 52.6% |
| Fiduciary Alliance LLC | 22,269 | +784 | $3.6M | +$391.8K | 3.6% |
| Midwest Professional Planners, LTD. | 14,127 | +1,429 | $2.3M | +$387.0K | 11.3% |
| Segment Wealth Management, LLC | 24,225 | +584 | $3.9M | +$386.2K | 2.5% |
| Empower Advisory Group, LLC | 16,636 | +1,180 | $2.7M | +$381.0K | 7.6% |
| GeoWealth Management, LLC | 6,004 | +2,051 | $966.5K | +$379.0K | 51.9% |
| Private Advisory Group LLC | 3,904 | +2,201 | $628.4K | +$375.3K | 129.2% |
| ICICI Prudential Asset Management Co Ltd | 19,621 | +879 | $3.2M | +$373.1K | 4.7% |
| Global Wealth Management Investment Advisory, Inc. | 21,731 | +700 | $3.5M | +$372.6K | 3.3% |
| Truvestments Capital LLC | 12,979 | +1,398 | $2.1M | +$368.2K | 12.1% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 26,686 | +195 | $4.3M | +$358.8K | 0.7% |
| Strategic Advisors LLC | 28,796 | +11 | $4.6M | +$357.6K | 0.0% |
| E Fund Management (Hong Kong) Co., Ltd. | 3,867 | +2,811 | $511.2K | +$354.3K | 266.2% |
| Gen-Wealth Partners Inc | 2,716 | +2,156 | $437.2K | +$354.0K | 385.0% |
| Legal Advantage Investments, Inc. | 26,285 | +175 | $4.2M | +$350.9K | 0.7% |
| State of Wyoming | 11,854 | +1,340 | $1.9M | +$348.8K | 12.7% |
| NewEdge Wealth, LLC | 56,341 | +2,792 | $9.1M | +$344.9K | 5.2% |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,953 | +1,817 | $958.3K | +$343.6K | 43.9% |
| Grant Private Wealth Management Inc | 10,824 | +1,400 | $1.7M | +$341.8K | 14.8% |
| CORNERSTONE ENTERPRISES, LLC | 9,170 | +1,533 | $1.5M | +$341.2K | 20.1% |
| HB Wealth Management, LLC | 11,392 | +1,285 | $1.8M | +$331.7K | 12.7% |
| Stonekeep Investments, LLC | 2,191 | +19 | $353 | -$322.4K | 0.9% |
| Family Management Corp | 5,195 | +1,727 | $836.2K | +$320.9K | 49.8% |
| Chicago Partners Investment Group LLC | 16,113 | +1,926 | $2.2M | -$317.1K | 13.6% |
| Nicholas Investment Partners, LP | 10,781 | +1,212 | $1.7M | +$313.4K | 12.7% |
| Arax Advisory Partners | 8,308 | +1,404 | $1.3M | +$311.3K | 20.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 9,901 | +1,252 | $1.6M | +$308.4K | 14.5% |
| ZACKS INVESTMENT MANAGEMENT | 4,235 | +1,720 | $681.7K | +$307.9K | 68.4% |
| CERTUITY, LLC | 23,365 | +126 | $3.8M | +$307.6K | 0.5% |
| Modera Wealth Management, LLC | 4,339 | +1,695 | $698.4K | +$305.5K | 64.1% |
| CoreCap Advisors, LLC | 4,919 | +1,608 | $791.8K | +$299.8K | 48.6% |
| VANCE WEALTH, LLC | 4,934 | +1,594 | $794.2K | +$297.9K | 47.7% |
| Dynasty Wealth Management, LLC | 16,124 | +643 | $2.6M | +$294.8K | 4.2% |
| Harrington Investments, INC | 6,402 | +1,450 | $1.0M | +$294.6K | 29.3% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 9,291 | +1,208 | $1.5M | +$294.4K | 14.9% |
| Root Financial Partners, LLC | 4,657 | +1,550 | $749.6K | +$287.9K | 49.9% |
| Independent Advisor Alliance | 21,972 | +94 | $3.5M | +$285.6K | 0.4% |
| MONTAG A & ASSOCIATES INC | 17,758 | +414 | $2.9M | +$281.0K | 2.4% |
| QRG CAPITAL MANAGEMENT, INC. | 5,892 | +1,396 | $948.4K | +$280.3K | 31.0% |
| Ethic Inc. | 9,080 | +1,109 | $1.5M | +$277.0K | 13.9% |
| Virtue Capital Management, LLC | 2,152 | +721 | $485.4K | +$272.7K | 50.4% |
| StoneX Group Inc. | 4,542 | +1,410 | $734.9K | +$269.5K | 45.0% |
| Curi Capital, LLC | 3,702 | +1,484 | $595.9K | +$266.4K | 66.9% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,792 | +17 | $932.3K | +$266.2K | 0.3% |
| Fairvoy Private Wealth, LLC | 12,215 | +765 | $2.0M | +$264.7K | 6.7% |
| Facet Wealth, Inc. | 7,335 | +2,223 | $1.0M | +$259.3K | 43.5% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 12,781 | +672 | $2.1M | +$257.8K | 5.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 14,488 | +527 | $2.3M | +$257.4K | 3.8% |
| BROWN, LISLE/CUMMINGS, INC. | 9,100 | +975 | $1.5M | +$257.4K | 12.0% |
| Ascent Wealth Partners, LLC | 19,538 | +106 | $3.1M | +$257.2K | 0.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | 15,460 | +436 | $2.5M | +$255.3K | 2.9% |
| GHP Investment Advisors, Inc. | 1,822 | +1,562 | $293.3K | +$254.6K | 600.8% |
| Diversified Trust Co | 10,349 | +844 | $1.7M | +$253.3K | 8.9% |
| IHT Wealth Management, LLC | 10,875 | +768 | $1.8M | +$248.5K | 7.6% |
| WATERSHED PRIVATE WEALTH LLC | 13,713 | +528 | $2.2M | +$248.0K | 4.0% |
| Manchester Capital Management LLC | 9,846 | +761 | $1.6M | +$234.8K | 8.4% |
| Blueshift Asset Management, LLC | 3,730 | +1,265 | $600.4K | +$234.1K | 51.3% |
| B. Riley Wealth Advisors, Inc. | 7,592 | +939 | $1.2M | +$233.4K | 14.1% |
| CONWAY CAPITAL MANAGEMENT, INC. | 13,030 | +475 | $2.1M | +$231.6K | 3.8% |
| Keystone Wealth Services, LLC | 6,555 | +1,008 | $1.1M | +$230.8K | 18.2% |
| XML Financial, LLC | 2,955 | +1,300 | $475.7K | +$229.7K | 78.5% |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 6,571 | +998 | $1.1M | +$229.5K | 17.9% |
| EverSource Wealth Advisors, LLC | 5,617 | +1,072 | $904.2K | +$228.7K | 23.6% |
| V2 Financial group LLC | 2,776 | +1,300 | $446.9K | +$227.5K | 88.1% |
| Avior Wealth Management, LLC | 14,477 | +305 | $2.3M | +$224.3K | 2.1% |
| PRINCIPAL SECURITIES, INC. | 18,023 | +9 | $2.9M | +$224.1K | 0.0% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 8,204 | +809 | $1.3M | +$221.6K | 10.9% |
| Aprio Wealth Management, LLC | 5,704 | +999 | $918.2K | +$219.0K | 21.2% |
| Legacy Financial Advisors, Inc. | 11,690 | +499 | $1.9M | +$218.6K | 4.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 16,774 | +51 | $2.7M | +$214.9K | 0.3% |
| MAI Capital Management | 14,036 | +266 | $2.3M | +$213.0K | 1.9% |
| Central Pacific Bank - Trust Division | 7,931 | +752 | $1.3M | +$209.8K | 10.5% |
| Perfromance Wealth Partners, LLC | 3,580 | +1,093 | $576.3K | +$206.7K | 43.9% |
| DSM CAPITAL PARTNERS LLC | 3,118 | +1,126 | $501.9K | +$205.9K | 56.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,909 | +138 | $2.4M | +$204.8K | 0.9% |
| Aptus Capital Advisors, LLC | 12,646 | +318 | $2.0M | +$203.6K | 2.6% |
| BROWN BROTHERS HARRIMAN & CO | 8,090 | +670 | $1.3M | +$199.6K | 9.0% |
| Quadrant Private Wealth Management, LLC | 2,918 | +1,065 | $469.7K | +$194.3K | 57.5% |
| CreativeOne Wealth, LLC | 14,621 | +85 | $2.4M | +$193.4K | 0.6% |
| HARRELL INVESTMENT PARTNERS, LLC | 14,534 | +87 | $2.3M | +$192.6K | 0.6% |
| Fifth Third Wealth Advisors LLC | 5,266 | +848 | $847.7K | +$191.1K | 19.2% |
| Clearstead Advisors, LLC | 7,912 | +621 | $1.3M | +$190.1K | 8.5% |
| Thrivent Financial for Lutherans | 1,148,259 | +1,132,545 | $184.9K | +$182.5K | 7207.2% |
| ELEMENT POINTE ADVISORS, LLC | 8,031 | +533 | $1.3M | +$178.5K | 7.1% |
| Ted Buchan & Co | 14,089 | +27 | $2.3M | +$178.2K | 0.2% |
| Cornerstone Wealth Management, LLC | 13,777 | +52 | $2.2M | +$178.0K | 0.4% |
| Western Financial Corp/CA | 12,119 | +187 | $2.0M | +$177.6K | 1.6% |
| GREENLEAF TRUST | 4,861 | +776 | $782.5K | +$175.4K | 19.0% |
| MEANS INVESTMENT CO., INC. | 13,203 | +55 | $2.1M | +$171.4K | 0.4% |
| NVWM, LLC | 10,652 | +257 | $1.7M | +$169.9K | 2.5% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 4,150 | +750 | $668.0K | +$162.8K | 22.1% |
| Asset Dedication, LLC | 2,274 | +884 | $366.0K | +$159.5K | 63.6% |
| HOWLAND CAPITAL MANAGEMENT LLC | 5,456 | +619 | $878.3K | +$159.4K | 12.8% |
| National Wealth Management Group, LLC | 2,308 | +879 | $371.5K | +$159.2K | 61.5% |
| SUMITOMO LIFE INSURANCE CO | 11,597 | +101 | $1.9M | +$158.3K | 0.9% |
| Smith Salley Wealth Management | 2,601 | +848 | $418.7K | +$158.2K | 48.4% |
| Abbot Financial Management, Inc. | 10,731 | +167 | $1.7M | +$157.5K | 1.6% |
| WealthPlan Investment Management, LLC | 3,172 | +782 | $510.6K | +$155.4K | 32.7% |
| StoneCrest Wealth Management, Inc. | 9,613 | +244 | $1.5M | +$155.1K | 2.6% |
| Advyzon Investment Management, LLC | 4,597 | +661 | $740.0K | +$155.1K | 16.8% |
| GAMMA Investing LLC | 2,161 | +862 | $347.9K | +$154.8K | 66.3% |
| Perigon Wealth Management, LLC | 8,647 | +306 | $1.4M | +$152.4K | 3.7% |
| Western Wealth Management, LLC | 3,461 | +723 | $557.1K | +$150.2K | 26.4% |
| SAX WEALTH ADVISORS, LLC | 6,984 | +429 | $1.1M | +$150.1K | 6.5% |
| Moran Wealth Management, LLC | 3,717 | +697 | $598.3K | +$149.5K | 23.1% |
| DOLIVER ADVISORS, LP | 7,890 | +338 | $1.3M | +$147.8K | 4.5% |
| Prosperity Consulting Group, LLC | 6,803 | +425 | $1.1M | +$147.2K | 6.7% |
| Bridgewater Advisors Inc. | 9,025 | +71 | $1.3M | -$147.0K | 0.8% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,769 | +313 | $1.3M | +$142.5K | 4.2% |
| Advisor OS, LLC | 5,053 | +535 | $813.4K | +$142.0K | 11.8% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 8,085 | +254 | $1.3M | +$137.7K | 3.2% |
| Clear Creek Financial Management, LLC | 6,643 | +365 | $1.1M | +$136.3K | 5.8% |
| Quadcap Wealth Management, LLC | 10,978 | +4 | $1.8M | +$136.3K | 0.0% |
| REGATTA CAPITAL GROUP, LLC | 6,912 | +341 | $1.1M | +$136.1K | 5.2% |
| Occidental Asset Management, LLC | 3,773 | +584 | $607.3K | +$133.4K | 18.3% |
| Savvy Advisors, Inc. | 4,812 | +485 | $774.6K | +$131.6K | 11.2% |
| YANKCOM Partnership | 10,264 | +26 | $1.7M | +$130.7K | 0.3% |
| Triumph Capital Management | 5,398 | +426 | $868.9K | +$130.0K | 8.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 839,748 | +750,383 | $142.3K | +$129.1K | 839.7% |
| POTOMAC FUND MANAGEMENT INC /ADV | 3,897 | +520 | $627.3K | +$125.4K | 15.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,469 | +376 | $880.3K | +$123.5K | 7.4% |
| Hennion & Walsh Asset Management, Inc. | 4,123 | +487 | $663.7K | +$123.3K | 13.4% |
| Frank, Rimerman Advisors LLC | 9,628 | +28 | $1.5M | +$123.2K | 0.3% |
| Parkside Financial Bank & Trust | 1,021 | +736 | $164.4K | +$122.0K | 258.2% |
| Kathmere Capital Management, LLC | 4,563 | +441 | $734.5K | +$121.9K | 10.7% |
| AGP FRANKLIN, LLC | 6,801 | +254 | $1.1M | +$121.8K | 3.9% |
| FIRST UNITED BANK & TRUST | 5,855 | +330 | $942.5K | +$121.4K | 6.0% |
| Pure Financial Advisors, LLC | 4,322 | +454 | $695.6K | +$120.8K | 11.7% |
| J. Safra Sarasin Holding AG | 2,511 | +587 | $404.2K | +$118.3K | 30.5% |
| Wealthcare Advisory Partners LLC | 4,677 | +391 | $752.9K | +$115.9K | 9.1% |
| Guardian Asset Advisors, LLC | 5,993 | +271 | $964.7K | +$114.3K | 4.7% |
| Crewe Advisors LLC | 8,651 | +45 | $1.4M | +$113.6K | 0.5% |
| Sivia Capital Partners, LLC | 8,317 | +52 | $1.3M | +$110.5K | 0.6% |
| West Family Investments, Inc. | 8,028 | +75 | $1.3M | +$110.4K | 0.9% |
| BXM Wealth LLC | 10,124 | +7,149 | $334.1K | -$108.1K | 240.3% |
| VERUS CAPITAL PARTNERS, LLC | 4,138 | +371 | $666.1K | +$106.3K | 9.8% |
| Centurion Wealth Management LLC | 6,121 | +196 | $985.3K | +$104.8K | 3.3% |
| EASTERN BANK | 7,383 | +88 | $1.2M | +$104.3K | 1.2% |
| Westmount Partners, LLC | 5,377 | +270 | $865.5K | +$101.7K | 5.3% |
| CAPITAL ADVISORS INC/OK | 8,193 | +1 | $1.3M | +$101.4K | 0.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 7,937 | +19 | $1.3M | +$100.9K | 0.2% |
| Mutual Advisors, LLC | 21,816 | +1,395 | $3.5M | +$100.7K | 6.8% |
| Mayflower Financial Advisors, LLC | 7,823 | +10 | $1.3M | +$98.2K | 0.1% |
| LCM Capital Management Inc | 1,855 | +500 | $298.6K | +$97.2K | 36.9% |
| Ashton Thomas Private Wealth, LLC | 5,936 | +159 | $955.5K | +$97.0K | 2.8% |
| Ascent Group, LLC | 6,062 | +144 | $975.8K | +$96.3K | 2.4% |
| Gilbert & Cook, Inc. | 7,166 | +44 | $1.2M | +$95.1K | 0.6% |
| Brookstone Capital Management | 4,337 | +279 | $698.1K | +$95.1K | 6.9% |
| Anchor Investment Management, LLC | 7,585 | +3 | $1.2M | +$94.2K | 0.0% |
| Total Clarity Wealth Management, Inc. | 4,938 | +218 | $794.9K | +$93.4K | 4.6% |
| Wedmont Private Capital | 3,054 | +475 | $509.2K | +$93.3K | 18.4% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,425 | +506 | $229.4K | +$92.8K | 55.0% |
| Atlantic Union Bankshares Corp | 5,820 | +135 | $936.8K | +$92.0K | 2.4% |
| Keystone Financial Group | 2,260 | +455 | $363.8K | +$91.9K | 25.2% |
| TBH Global Asset Management, LLC | 6,438 | +75 | $1.0M | +$90.7K | 1.2% |
| JUNCTURE WEALTH STRATEGIES, LLC | 3,877 | +279 | $624.1K | +$89.4K | 7.8% |
| Edgestream Partners, L.P. | 2,778 | +364 | $447.2K | +$88.4K | 15.1% |
| Focused Wealth Management, Inc | 5,558 | +130 | $894.7K | +$88.0K | 2.4% |
| DAYMARK WEALTH PARTNERS, LLC | 1,907 | +432 | $307.0K | +$87.8K | 29.3% |
| Golden State Equity Partners | 1,954 | +423 | $314.5K | +$87.0K | 27.6% |
| Wilmington Savings Fund Society, FSB | 6,225 | +63 | $1.0M | +$86.3K | 1.0% |
| YARGER WEALTH STRATEGIES, LLC | 3,667 | +270 | $590.3K | +$85.5K | 7.9% |
| Geneos Wealth Management Inc. | 4,524 | +190 | $728.2K | +$84.2K | 4.4% |
| Texas Capital Bank Wealth Management Services Inc | 6,030 | +62 | $970.6K | +$83.7K | 1.0% |
| Equity Wealth Partners, LLC | 6,184 | +44 | $995.4K | +$83.0K | 0.7% |
| JGP Wealth Management, LLC | 6,132 | +147 | $987.1K | +$81.5K | 2.5% |
| Larson Financial Group LLC | 5,250 | +98 | $833.1K | +$79.2K | 1.9% |
| FIRST HORIZON CORP | 2,737 | +303 | $440.6K | +$78.9K | 12.4% |
| Trivant Custom Portfolio Group, LLC | 5,819 | +39 | $936.7K | +$77.7K | 0.7% |
| PETRA FINANCIAL ADVISORS INC | 4,238 | +170 | $682.2K | +$77.6K | 4.2% |
| Real Talk Capital, LLC | 1,987 | +351 | $319.8K | +$76.7K | 21.4% |
| Pachira Investments Inc. | 5,703 | +36 | $918.0K | +$75.8K | 0.6% |
| Sunpointe, LLC | 1,856 | +353 | $298.8K | +$75.4K | 23.5% |
| TFB Advisors LLC | 6,973 | +116 | $1.1M | +$74.1K | 1.7% |
| RWA WEALTH PARTNERS, LLC | 3,873 | +175 | $623.5K | +$73.9K | 4.7% |
| HARBOR INVESTMENT ADVISORY, LLC | 4,124 | +144 | $663.8K | +$72.4K | 3.6% |
| Greystone Financial Group, LLC | 4,793 | +88 | $771.5K | +$72.3K | 1.9% |
| First Command Advisory Services, Inc. | 5,008 | +70 | $806.1K | +$72.3K | 1.4% |
| Freestone Grove Partners LP | 2,340 | +285 | $376.7K | +$71.3K | 13.9% |
| Triad Wealth Partners, LLC | 3,019 | +228 | $486.0K | +$71.2K | 8.2% |
| AMERIFLEX GROUP, INC. | 817 | +411 | $131.5K | +$71.2K | 101.2% |
| UMB Bank, n.a. | 5,298 | +34 | $852.8K | +$70.5K | 0.6% |
| Claro Advisors LLC | 5,077 | +51 | $817.3K | +$70.4K | 1.0% |
| Choate Investment Advisors | 3,555 | +174 | $572.2K | +$69.8K | 5.1% |
| Trueblood Wealth Management, LLC | 3,492 | +179 | $562.1K | +$69.8K | 5.4% |
| Latitude Advisors, LLC | 4,018 | +134 | $646.8K | +$69.6K | 3.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,802 | +60 | $773.0K | +$68.3K | 1.3% |
| U.S. Capital Wealth Advisors, LLC | 3,906 | +129 | $628.7K | +$67.4K | 3.4% |
| Secure Asset Management, LLC | 4,724 | +83 | $760.4K | +$66.2K | 1.8% |
| SPIREPOINT PRIVATE CLIENT, LLC | 2,446 | +240 | $393.7K | +$65.9K | 10.9% |
| CHICAGO TRUST Co NA | 4,470 | +70 | $719.5K | +$65.7K | 1.6% |
| Clark Capital Management Group, Inc. | 2,267 | +235 | $364.9K | +$62.9K | 11.6% |
| OneAscent Financial Services LLC | 1,780 | +274 | $286.5K | +$62.7K | 18.2% |
| MARIPAU WEALTH MANAGEMENT LLC | 2,071 | +248 | $333.4K | +$62.5K | 13.6% |
| Tacita Capital Inc | 4,651 | +30 | $749.3K | +$62.4K | 0.6% |
| SG Americas Securities, LLC | 508,723 | +377,129 | $81.9K | +$62.3K | 286.6% |
| Saxony Capital Management, LLC | 3,104 | +161 | $499.7K | +$62.3K | 5.5% |
| EVERPAR ADVISORS LLC | 3,215 | +151 | $517.5K | +$62.2K | 4.9% |
| FFT WEALTH MANAGEMENT LLC | 3,593 | +117 | $578.4K | +$61.8K | 3.4% |
| Goldstein Advisors, LLC | 2,310 | +223 | $371.8K | +$61.7K | 10.7% |
| Fulton Bank, N.A. | 3,821 | +94 | $615.1K | +$61.2K | 2.5% |
| Motley Fool Wealth Management, LLC | 2,165 | +225 | $348.6K | +$60.2K | 11.6% |
| Prosperity Financial Group, Inc. | 2,448 | +200 | $394.1K | +$60.0K | 8.9% |
| World Investment Advisors | 27,327 | +600 | $3.9M | -$59.8K | 2.2% |
| EWA, LLC | 3,981 | +68 | $640.8K | +$59.3K | 1.7% |
| Visionary Wealth Advisors | 2,585 | +176 | $416.1K | +$58.1K | 7.3% |
| Legacy Advisors, LLC | 1,776 | +243 | $285.9K | +$58.0K | 15.8% |
| GFS Advisors, LLC | 2,168 | +208 | $349.0K | +$57.7K | 10.6% |
| Laidlaw Wealth Management LLC | 2,447 | +180 | $393.9K | +$57.0K | 7.9% |
| Meeder Advisory Services, Inc. | 1,776 | +233 | $285.9K | +$56.6K | 15.1% |
| Rydar Equities, Inc. | 4,135 | +60 | $665.6K | +$56.1K | 1.5% |
| Wynn Capital, LLC | 2,315 | +185 | $372.6K | +$56.1K | 8.7% |
| Eagle Strategies LLC | 2,574 | +163 | $414.3K | +$56.0K | 6.8% |
| Stephens Investment Management Group LLC | 2,027 | +208 | $326.3K | +$56.0K | 11.4% |
| Impact Capital Partners LLC | 4,468 | +3 | $719.2K | +$55.7K | 0.1% |
| Miracle Mile Advisors, LLC | 4,474 | +2 | $720.2K | +$55.6K | 0.0% |
| Warner Group LLC | 4,292 | +16 | $690.9K | +$55.4K | 0.4% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2,560 | +154 | $412.1K | +$54.6K | 6.4% |
| Riverstone Advisors, LLC | 3,795 | +51 | $610.9K | +$54.5K | 1.4% |
| PATRON PARTNERS, LLC | 2,229 | +178 | $358.8K | +$54.0K | 8.7% |
| Hilltop Partners LLC | 1,776 | +215 | $285.9K | +$53.9K | 13.8% |
| Csenge Advisory Group | 3,673 | +57 | $591.3K | +$53.9K | 1.6% |
| Cullen/Frost Bankers, Inc. | 927 | +279 | $149.2K | +$52.9K | 43.0% |
| Pinnacle Wealth Planning Services, Inc. | 2,766 | +126 | $445.2K | +$52.9K | 4.8% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 3,456 | +66 | $556.3K | +$52.5K | 1.9% |
| MJP ASSOCIATES INC /ADV | 2,654 | +130 | $427.2K | +$52.1K | 5.2% |
| Dynamic Advisor Solutions LLC | 3,164 | +80 | $509.3K | +$51.0K | 2.6% |
| Nemes Rush Group LLC | 3,025 | +81 | $486.9K | +$49.4K | 2.8% |
| Resonant Capital Advisors, LLC | 3,485 | +42 | $561.0K | +$49.3K | 1.2% |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,608 | +107 | $419.9K | +$48.2K | 4.3% |
| Johnson Financial Group, LLC | 1,776 | +174 | $285.9K | +$47.8K | 10.9% |
| Glenview Trust co | 3,646 | +18 | $586.9K | +$47.7K | 0.5% |
| Austin Private Wealth, LLC | 2,650 | +100 | $426.6K | +$47.6K | 3.9% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 3,676 | +12 | $591.7K | +$47.2K | 0.3% |
| Koshinski Asset Management, Inc. | 2,964 | +60 | $477.1K | +$45.6K | 2.1% |
| Gilliland Jeter Wealth Management LLC | 3,045 | +53 | $490.2K | +$45.5K | 1.8% |
| BALLAST ADVISORS LLC | 2,322 | +110 | $373.8K | +$45.0K | 5.0% |
| Fort Sheridan Advisors LLC | 3,265 | +30 | $525.6K | +$44.8K | 0.9% |
| Diligent Investors, LLC | 3,310 | +20 | $532.8K | +$43.9K | 0.6% |
| Seros Financial, LLC | 2,906 | +50 | $467.8K | +$43.3K | 1.8% |
| HBW ADVISORY SERVICES LLC | 2,944 | +45 | $473.9K | +$43.1K | 1.6% |
| Smallwood Wealth Investment Management, LLC | 1,243 | +180 | $200.1K | +$42.1K | 16.9% |
| IFG Advisory, LLC | 1,926 | +117 | $310.0K | +$41.2K | 6.5% |
| RHUMBLINE ADVISERS | 2,778 | +44 | $447.2K | +$40.9K | 1.6% |
| Accurate Wealth Management, LLC | 3,443 | +5 | $566.3K | +$40.7K | 0.1% |
| Traveka Wealth, LLC | 1,587 | +140 | $255.5K | +$40.4K | 9.7% |
| Bayforest Capital Ltd | 942 | +188 | $151.6K | +$39.6K | 24.9% |
| Pacific Sage Partners, LLC | 2,133 | +80 | $343.3K | +$38.3K | 3.9% |
| PURE PORTFOLIOS HOLDINGS LLC | 2,688 | +30 | $432.7K | +$37.7K | 1.1% |
| SouthState Corp | 2,531 | +43 | $407.4K | +$37.7K | 1.7% |
| DEARBORN PARTNERS LLC | 1,706 | +108 | $274.6K | +$37.1K | 6.8% |
| Fort Point Capital Partners LLC | 2,785 | +74 | $440.0K | +$37.1K | 2.7% |
| Barnes Dennig Private Wealth Management LLC | 1,435 | +120 | $231.0K | +$35.6K | 9.1% |
| NATIXIS ADVISORS, LLC | 1,586,104 | +107,057 | $255.3K | +$35.5K | 7.2% |
| Financial Management Professionals, Inc. | 573 | +189 | $92.2K | +$35.2K | 49.2% |
| Founders Financial Alliance, LLC | 1,768 | +87 | $284.6K | +$34.8K | 5.2% |
| LOM Asset Management Ltd | 500 | +100 | $80.5K | +$34.5K | 25.0% |
| Cornerstone Planning Group LLC | 290 | +40 | $40.3K | +$34.4K | 16.0% |
| UNIVEST FINANCIAL Corp | 2,150 | +50 | $346.1K | +$34.0K | 2.4% |
| GatePass Capital, LLC | 2,674 | +5 | $430.4K | +$33.8K | 0.2% |
| Veracity Capital LLC | 2,076 | +54 | $334.1K | +$33.7K | 2.7% |
| BSW Wealth Partners | 1,977 | +62 | $318.2K | +$33.6K | 3.2% |
| SFMG, LLC | 1,806 | +75 | $290.7K | +$33.5K | 4.3% |
| Accel Wealth Management | 1,620 | +86 | $260.8K | +$32.8K | 5.6% |
| Enterprise Financial Services Corp | 1,554 | +91 | $250.1K | +$32.7K | 6.2% |
| FIRST COMMUNITY TRUST NA | 1,599 | +84 | $257.4K | +$32.2K | 5.5% |
| MONEY CONCEPTS CAPITAL CORP | 1,840 | +61 | $296.2K | +$31.8K | 3.4% |
| SAPIENT CAPITAL LLC | 2,037 | +3 | $333.5K | +$30.5K | 0.1% |
| Canopy Partners, LLC | 2,195 | +20 | $353.3K | +$30.1K | 0.9% |
| Chicago Capital, LLC | 1,692 | +60 | $272.4K | +$29.8K | 3.7% |
| SJS Investment Consulting Inc. | 436 | +162 | $70.2K | +$29.5K | 59.1% |
| Wellspring Financial Advisors, LLC | 1,783 | +47 | $287.4K | +$29.4K | 2.7% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,008 | +28 | $323.2K | +$29.0K | 1.4% |
| Red Door Wealth Management, LLC | 1,732 | +50 | $278.8K | +$28.8K | 3.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,161 | +6 | $347.9K | +$27.6K | 0.3% |
| Davidson Kahn Capital Management, LLC | 2,072 | +12 | $333.5K | +$27.4K | 0.6% |
| Rockwood Wealth Management, LLC | 1,621 | +48 | $260.9K | +$27.2K | 3.0% |
| Trilogy Capital Inc. | 2,042 | +12 | $328.7K | +$27.0K | 0.6% |
| Wealth Management Associates, Inc. | 1,757 | +35 | $282.8K | +$26.9K | 2.0% |
| Foster Group, Inc. | 2,007 | +6 | $323.1K | +$25.7K | 0.3% |
| Tortoise Investment Management, LLC | 1,452 | +50 | $233.7K | +$25.4K | 3.6% |
| Werba Rubin Papier Wealth Management | 1,525 | +42 | $245.5K | +$25.1K | 2.8% |
| McLean Asset Management Corp | 2,127 | +241 | $335.0K | +$24.8K | 12.8% |
| BLVD Private Wealth, LLC | 1,418 | +47 | $228.3K | +$24.5K | 3.4% |
| LORD, ABBETT & CO. LLC | 1,423,900 | +46,088 | $229.2K | +$24.5K | 3.3% |
| BESSEMER GROUP INC | 796,081 | +93,754 | $128.1K | +$23.8K | 13.3% |
| OAK HARBOR WEALTH PARTNERS, LLC | 1,653 | +17 | $266.1K | +$23.0K | 1.0% |
| Evolution Wealth Advisors, LLC | 1,714 | +11 | $275.9K | +$22.8K | 0.6% |
| Plante Moran Financial Advisors, LLC | 1,220 | +52 | $196.4K | +$22.8K | 4.5% |
| Certified Advisory Corp | 1,455 | +30 | $234.2K | +$22.4K | 2.1% |
| Inscription Capital, LLC | 1,485 | +26 | $239.0K | +$22.2K | 1.8% |
| Sovran Advisors, LLC | 3,046 | +149 | $481.2K | -$21.7K | 5.1% |
| Colonial Trust Co / SC | 447 | +107 | $71.9K | +$21.4K | 31.5% |
| Colonial Trust Advisors | 520 | +100 | $83.7K | +$21.3K | 23.8% |
| Glen Eagle Advisors, LLC | 241 | +119 | $38.8K | +$20.7K | 97.5% |
| Fox Hill Wealth Management | 1,556 | +8 | $250.5K | +$20.4K | 0.5% |
| HANCOCK WHITNEY CORP | 1,560 | +5 | $251.1K | +$20.0K | 0.3% |
| Kelly Financial Services LLC | 1,421 | +15 | $228.7K | +$19.8K | 1.1% |
| Bell Investment Advisors, Inc | 241 | +112 | $38.8K | +$19.6K | 86.8% |
| United Asset Strategies, Inc. | 1,502 | +2 | $241.8K | +$18.9K | 0.1% |
| WealthCollab, LLC | 380 | +80 | $61.2K | +$16.6K | 26.7% |
| HHM Wealth Advisors, LLC | 1,020 | +25 | $164.2K | +$16.3K | 2.5% |
| GODSEY & GIBB, INC | 103 | +100 | $16.6K | +$16.1K | 3333.3% |
| North Star Investment Management Corp. | 606 | +52 | $97.5K | +$15.2K | 9.4% |
| Maridea Wealth Management LLC | 1,835 | +130 | $295.4K | +$14.5K | 7.6% |
| Canvas Wealth Advisors, LLC | 8,407 | +97 | $1.4M | +$14.2K | 1.2% |
| Rossby Financial, LCC | 286 | +73 | $46.0K | +$14.2K | 34.3% |
| NISA INVESTMENT ADVISORS, LLC | 96 | +86 | $15.5K | +$14.0K | 860.0% |
| Prestige Wealth Management Group LLC | 180 | +150 | $18.4K | +$13.9K | 500.0% |
| Physician Wealth Advisors, Inc. | 1,013 | +9 | $163.1K | +$13.9K | 0.9% |
| ATWOOD & PALMER INC | 122 | +82 | $19.6K | +$13.7K | 205.0% |
| Sound Income Strategies, LLC | 197 | +89 | $30.7K | +$13.0K | 82.4% |
| AMERICAN NATIONAL BANK & TRUST | 235 | +65 | $37.8K | +$12.6K | 38.2% |
| iA Global Asset Management Inc. | 201,884 | +60,560 | $32.5K | +$11.5K | 42.9% |
| Rosenberg Matthew Hamilton | 747 | +12 | $120.2K | +$11.0K | 1.6% |
| MJT & Associates Financial Advisory Group, Inc. | 126 | +63 | $20.3K | +$10.9K | 100.0% |
| Parkwood LLC | 168,187 | +49,160 | $27.1K | +$9.4K | 41.3% |
| Gould Capital, LLC | 165 | +40 | $26.6K | +$8.0K | 32.0% |
| Bangor Savings Bank | 186 | +34 | $29.9K | +$7.4K | 22.4% |
| Mn Services Vermogensbeheer B.V. | 471,672 | +8,632 | $76.0K | +$7.2K | 1.9% |
| Achmea Investment Management B.V. | 54,228 | +38,841 | $8.7K | +$6.5K | 252.4% |
| Janney Montgomery Scott LLC | 198,065 | +16,375 | $31.9K | +$4.9K | 9.0% |
| Reliant Investment Partners, LLC | 2,393 | +28 | $385.2K | +$4.1K | 1.2% |
| True Wealth Design, LLC | 80 | +18 | $12.9K | +$3.7K | 29.0% |
| Daiwa Securities Group Inc. | 171,800 | +9,793 | $27.7K | +$3.6K | 6.0% |
| Stone House Investment Management, LLC | 227 | +2 | $36.5K | +$3.1K | 0.9% |
| Dogwood Wealth Management LLC | 107 | +7 | $17.2K | +$2.4K | 7.0% |
| Cedar Mountain Advisors, LLC | 86 | +6 | $13.8K | +$2.0K | 7.5% |
| VAN ECK ASSOCIATES CORP | 119,546 | +2,804 | $19.2K | +$1.9K | 2.4% |
| Bare Financial Services, Inc | 73 | +6 | $11.8K | +$1.8K | 8.9% |
| Virtu Financial LLC | 10,418 | +7,848 | $1.7K | +$1.3K | 305.4% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 97,137 | +484 | $15.6K | +$1.3K | 0.5% |
| Legacy Wealth Managment, LLC/ID | 39 | +3 | $6.3K | +$928 | 8.3% |
| CWM, LLC | 21,775 | +4,272 | $3.5K | +$904 | 24.4% |
| BOSTON FAMILY OFFICE LLC | 6,359 | +3,479 | $1.0K | +$596 | 120.8% |
| NBT BANK N A /NY | 161 | +12 | $6.4K | +$495 | 8.1% |
| WEDBUSH SECURITIES INC | 17,349 | +493 | $2.8K | +$288 | 2.9% |
| Main Management ETF Advisors, LLC | 15,660 | +160 | $2.5K | +$218 | 1.0% |
| ALGERT GLOBAL LLC | 4,081 | +949 | $658 | +$193 | 30.3% |
| X-Square Capital, LLC | 9,904 | +161 | $1.6K | +$146 | 1.6% |
| Arete Wealth Advisors, LLC | 8,976 | +126 | $1.4K | +$128 | 1.4% |
| Cloud Capital Management, LLC | 1,566 | +634 | $252 | +$114 | 68.0% |
| INGALLS & SNYDER LLC | 1,713 | +63 | $276 | +$31 | 3.8% |
| Aspen Investment Management Inc | 1,630 | +35 | $262 | +$25 | 2.2% |
| Hanson & Doremus Investment Management | 140 | +26 | $23 | +$6 | 22.8% |
| von Borstel & Associates, Inc. | 1,919 | +3 | $308 | +$4 | 0.1% |