13F QoQ Ownership Changes
SLV Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 426 new · 486 added · 609 reduced · 106 exited
New Positions(426)
Added To(486)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 103,512,837 | +37,982,744 | $6.67B | +$3.89B | 58.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100,430,365 | +33,025,227 | $6.47B | +$3.61B | 49.0% |
| CITADEL ADVISORS LLC | 67,196,200 | +19,121,278 | $4.33B | +$2.29B | 39.8% |
| PEAK6 LLC | 10,986,124 | +8,586,524 | $707.7M | +$606.1M | 357.8% |
| MARSHALL WACE, LLP | 7,949,210 | +4,751,407 | $512.1M | +$376.6M | 148.6% |
| Parallax Volatility Advisers, L.P. | 7,056,829 | +4,857,029 | $454.6M | +$361.4M | 220.8% |
| TORONTO DOMINION BANK | 17,222,563 | +10,119,783 | $503.5M | +$300.8M | 142.5% |
| WELLS FARGO & COMPANY/MN | 8,992,795 | +1,311,351 | $579.3M | +$253.9M | 17.1% |
| GOLDMAN SACHS GROUP INC | 5,868,950 | +2,860,155 | $378.1M | +$250.6M | 95.0% |
| MILLENNIUM MANAGEMENT LLC | 3,666,255 | +2,665,160 | $236.2M | +$193.8M | 266.2% |
| NOMURA HOLDINGS INC | 3,659,100 | +2,429,200 | $235.7M | +$183.6M | 197.5% |
| Schonfeld Strategic Advisors LLC | 2,836,868 | +2,230,230 | $182.8M | +$157.0M | 367.6% |
| BANK OF MONTREAL /CAN/ | 2,218,970 | +1,765,688 | $142.9M | +$123.7M | 389.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,400,000 | +1,011,000 | $90.2M | +$73.7M | 259.9% |
| RAYMOND JAMES FINANCIAL INC | 2,958,925 | +172,753 | $190.6M | +$72.6M | 6.2% |
| AMERIPRISE FINANCIAL INC | 2,680,545 | +4,327 | $172.9M | +$59.5M | 0.2% |
| Centiva Capital, LP | 823,200 | +727,573 | $53.0M | +$49.0M | 760.8% |
| Optiver Holding B.V. | 863,021 | +668,487 | $55.6M | +$47.4M | 343.6% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,103,897 | +498,897 | $72.4M | +$47.0M | 82.5% |
| MML INVESTORS SERVICES, LLC | 1,402,204 | +362,291 | $90.3M | +$46.3M | 34.8% |
| MACKENZIE FINANCIAL CORP | 1,066,685 | +388,419 | $73.4M | +$44.7M | 57.3% |
| Cetera Investment Advisers | 1,790,226 | +127,011 | $114.5M | +$44.0M | 7.6% |
| NATIONAL BANK OF CANADA /FI/ | 1,185,326 | +386,104 | $76.4M | +$42.5M | 48.3% |
| Focus Partners Wealth | 744,124 | +615,902 | $47.9M | +$42.5M | 480.3% |
| OSAIC HOLDINGS, INC. | 1,458,005 | +81,163 | $93.9M | +$39.2M | 5.9% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 713,585 | +547,259 | $46.0M | +$38.9M | 329.0% |
| Rockefeller Capital Management L.P. | 903,793 | +434,651 | $58.3M | +$38.4M | 92.6% |
| Kovack Advisors, Inc. | 526,656 | +475,964 | $33.9M | +$31.8M | 938.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 746,397 | +276,297 | $48.1M | +$28.2M | 58.8% |
| TRUIST FINANCIAL CORP | 775,009 | +97,872 | $49.9M | +$21.2M | 14.4% |
| BARCLAYS PLC | 2,807,779 | +1,081,643 | $92.1M | +$19.0M | 62.7% |
| BLAIR WILLIAM & CO/IL | 401,524 | +216,153 | $25.9M | +$18.0M | 116.6% |
| JONES FINANCIAL COMPANIES LLLP | 497,258 | +105,387 | $32.0M | +$15.6M | 26.9% |
| ASSETMARK, INC | 288,666 | +202,069 | $18.6M | +$14.9M | 233.3% |
| NewEdge Advisors, LLC | 561,987 | +52,239 | $36.2M | +$14.6M | 10.2% |
| Briaud Financial Planning, Inc | 627,095 | +6,031 | $40.4M | +$14.1M | 1.0% |
| Private Advisor Group, LLC | 555,145 | +28,770 | $35.3M | +$13.1M | 5.5% |
| Tidal Investments LLC | 356,814 | +120,902 | $23.0M | +$13.0M | 51.2% |
| PNC Financial Services Group, Inc. | 347,608 | +120,636 | $22.4M | +$12.8M | 53.1% |
| Prospera Financial Services Inc | 314,974 | +134,134 | $20.3M | +$12.6M | 74.2% |
| AlTi Global, Inc. | 214,179 | +171,778 | $13.8M | +$12.0M | 405.1% |
| Aragon Global Management, LP | 292,600 | +128,800 | $18.8M | +$11.9M | 78.6% |
| SIG BROKERAGE, LP | 363,601 | +79,860 | $23.4M | +$11.4M | 28.1% |
| Brookstone Capital Management | 270,396 | +126,564 | $17.4M | +$11.3M | 88.0% |
| Mariner, LLC | 367,553 | +67,459 | $23.7M | +$11.0M | 22.5% |
| Florida Trust Wealth Management Co | 171,001 | +164,870 | $11.0M | +$10.8M | 2689.1% |
| ARDSLEY ADVISORY PARTNERS LP | 295,000 | +95,000 | $19.0M | +$10.5M | 47.5% |
| LifeWealth Investments, LLC | 332,311 | +242,172 | $14.1M | +$10.2M | 268.7% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 454,766 | +1,031 | $29.3M | +$10.1M | 0.2% |
| Wealthfront Advisers LLC | 318,763 | +65,349 | $20.5M | +$9.8M | 25.8% |
| CAPTRUST FINANCIAL ADVISORS | 370,254 | +30,932 | $23.9M | +$9.5M | 9.1% |
| Harvest Investment Services, LLC | 184,425 | +94,472 | $11.9M | +$8.1M | 105.0% |
| Union Bancaire Privee, UBP SA | 156,784 | +128,160 | $8.8M | +$7.6M | 447.7% |
| Oxbow Advisors, LLC | 294,396 | +10,524 | $19.0M | +$6.9M | 3.7% |
| Cerity Partners LLC | 300,960 | +4,004 | $19.4M | +$6.8M | 1.3% |
| Wealthcare Advisory Partners LLC | 187,704 | +61,886 | $12.1M | +$6.8M | 49.2% |
| Equitable Holdings, Inc. | 265,294 | +19,873 | $17.1M | +$6.7M | 8.1% |
| Creative Planning | 240,959 | +25,071 | $15.5M | +$6.4M | 11.6% |
| TWO SIGMA INVESTMENTS, LP | 118,646 | +83,310 | $7.6M | +$6.1M | 235.8% |
| FMR LLC | 110,530 | +84,664 | $7.1M | +$6.0M | 327.3% |
| Sigma Planning Corp | 219,910 | +22,718 | $14.4M | +$6.0M | 11.5% |
| D.A. DAVIDSON & CO. | 162,316 | +44,614 | $10.5M | +$5.5M | 37.9% |
| Cypress Capital Group | 229,098 | +5,797 | $14.8M | +$5.3M | 2.6% |
| Corient Private Wealth LLC | 247,368 | +150,770 | $9.4M | +$5.3M | 156.1% |
| Independent Advisor Alliance | 171,388 | +27,511 | $11.0M | +$4.9M | 19.1% |
| CREDIT AGRICOLE S A | 98,678 | +64,445 | $6.4M | +$4.9M | 188.3% |
| Price Capital Management, Inc. | 113,740 | +54,520 | $7.3M | +$4.8M | 92.1% |
| ALTFEST L J & CO INC | 158,665 | +30,574 | $10.2M | +$4.8M | 23.9% |
| Beacon Pointe Advisors, LLC | 196,302 | +10,534 | $12.6M | +$4.8M | 5.7% |
| Ameritas Advisory Services, LLC | 126,425 | +46,245 | $8.1M | +$4.7M | 57.7% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 209,980 | +492 | $13.5M | +$4.7M | 0.2% |
| STEPHENS INC /AR/ | 162,635 | +23,807 | $10.5M | +$4.6M | 17.1% |
| AUGUSTINE ASSET MANAGEMENT INC | 201,197 | +1,145 | $13.0M | +$4.5M | 0.6% |
| &PARTNERS | 173,986 | +16,378 | $11.1M | +$4.5M | 10.4% |
| Rakuten Securities, Inc. | 80,518 | +62,149 | $5.2M | +$4.4M | 338.3% |
| ARMOR ADVISORS, L.L.C. | 147,595 | +24,318 | $9.5M | +$4.3M | 19.7% |
| DAVENPORT & Co LLC | 171,665 | +10,246 | $11.1M | +$4.2M | 6.3% |
| Orion Porfolio Solutions, LLC | 106,040 | +43,250 | $6.8M | +$4.2M | 68.9% |
| SBI Securities Co., Ltd. | 163,434 | +12,902 | $10.5M | +$4.2M | 8.6% |
| Robertson Stephens Wealth Management, LLC | 75,492 | +55,761 | $4.9M | +$4.0M | 282.6% |
| Bravias Capital Group, LLC | 115,046 | +34,296 | $7.4M | +$4.0M | 42.5% |
| Advisory Services Network, LLC | 144,335 | +18,905 | $9.3M | +$4.0M | 15.1% |
| Fortis Group Advisors, LLC | 109,626 | +8,313 | $8.3M | +$3.8M | 8.2% |
| Geneos Wealth Management Inc. | 73,717 | +49,973 | $4.7M | +$3.7M | 210.5% |
| Sovran Advisors, LLC | 90,509 | +4,193 | $7.5M | +$3.7M | 4.8% |
| Ariose Capital Management Ltd | 146,200 | +11,300 | $9.4M | +$3.7M | 8.4% |
| US BANCORP \DE\ | 145,561 | +11,379 | $9.4M | +$3.7M | 8.5% |
| AVALON CAPITAL MANAGEMENT | 86,141 | +39,398 | $5.5M | +$3.6M | 84.3% |
| Western Wealth Management, LLC | 68,207 | +47,800 | $4.4M | +$3.5M | 234.2% |
| Stratos Wealth Partners, LTD. | 150,393 | +4,231 | $9.7M | +$3.5M | 2.9% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 126,868 | +13,174 | $8.2M | +$3.4M | 11.6% |
| Encompass More Asset Management | 108,141 | +20,343 | $7.0M | +$3.2M | 23.2% |
| MONECO Advisors, LLC | 72,322 | +36,882 | $4.7M | +$3.2M | 104.1% |
| NATIXIS | 67,957 | +33,222 | $4.4M | +$2.9M | 95.6% |
| Sugar Maple Asset Management, LLC | 117,834 | +6,350 | $7.6M | +$2.9M | 5.7% |
| Global Retirement Partners, LLC | 100,063 | +15,094 | $6.4M | +$2.9M | 17.8% |
| Chesley Taft & Associates LLC | 101,350 | +13,950 | $6.5M | +$2.8M | 16.0% |
| Empirical Asset Management, LLC | 100,409 | +13,947 | $6.5M | +$2.8M | 16.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 91,098 | +18,071 | $5.9M | +$2.8M | 24.7% |
| Crescent Grove Advisors, LLC | 62,723 | +31,636 | $4.0M | +$2.7M | 101.8% |
| SMITH, MOORE & CO. | 101,930 | +11,128 | $6.6M | +$2.7M | 12.3% |
| Pettinga Financial Advisors LLC | 108,367 | +7,764 | $7.0M | +$2.7M | 7.7% |
| Independent Wealth Network Inc. | 110,259 | +6,023 | $7.1M | +$2.7M | 5.8% |
| EverSource Wealth Advisors, LLC | 63,728 | +29,878 | $4.1M | +$2.7M | 88.3% |
| GFS Advisors, LLC | 70,184 | +23,626 | $4.5M | +$2.5M | 50.7% |
| AXXCESS WEALTH MANAGEMENT, LLC | 86,633 | +14,143 | $5.6M | +$2.5M | 19.5% |
| JAMES INVESTMENT RESEARCH, INC. | 94,227 | +8,602 | $6.1M | +$2.4M | 10.0% |
| Cadent Capital Advisors, LLC | 88,985 | +11,185 | $5.7M | +$2.4M | 14.4% |
| Eagle Strategies LLC | 96,070 | +7,252 | $6.2M | +$2.4M | 8.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 110,831 | +3,809 | $7.0M | +$2.4M | 3.5% |
| CIBC WORLD MARKET INC. | 72,028 | +19,189 | $4.6M | +$2.4M | 36.3% |
| Ameliora Wealth Management Ltd. | 86,670 | +11,563 | $5.6M | +$2.4M | 15.4% |
| Integrated Advisors Network LLC | 59,451 | +25,181 | $3.8M | +$2.4M | 73.5% |
| AE Wealth Management LLC | 79,686 | +14,448 | $5.1M | +$2.4M | 22.1% |
| Evanson Asset Management, LLC | 96,844 | +4,301 | $6.2M | +$2.3M | 4.6% |
| Kingsview Wealth Management, LLC | 84,291 | +10,471 | $5.4M | +$2.3M | 14.2% |
| FIFTH THIRD BANCORP | 95,139 | +4,263 | $6.1M | +$2.3M | 4.7% |
| Williams Jones Wealth Management, LLC. | 49,150 | +26,690 | $3.2M | +$2.2M | 118.8% |
| Lombard Odier Asset Management (USA) Corp | 93,200 | +3,200 | $6.0M | +$2.2M | 3.5% |
| Concurrent Investment Advisors, LLC | 73,656 | +11,794 | $4.7M | +$2.1M | 19.1% |
| SIMON QUICK ADVISORS, LLC | 36,600 | +31,000 | $2.4M | +$2.1M | 553.6% |
| NWF Advisory Services Inc. | 261,808 | +181,472 | $5.5M | +$2.1M | 225.9% |
| RoundAngle Advisors LLC | 91,373 | +1,052 | $5.9M | +$2.1M | 1.2% |
| MUSTICO FINANCIAL GROUP, INC. | 54,798 | +5,480 | $3.9M | +$2.0M | 11.1% |
| MONEY CONCEPTS CAPITAL CORP | 61,241 | +15,711 | $3.9M | +$2.0M | 34.5% |
| BASSO CAPITAL MANAGEMENT, L.P. | 76,970 | +7,310 | $5.0M | +$2.0M | 10.5% |
| PFG Investments, LLC | 61,184 | +14,683 | $3.9M | +$2.0M | 31.6% |
| AQR CAPITAL MANAGEMENT LLC | 53,523 | +18,669 | $3.4M | +$2.0M | 53.6% |
| Perennial Investment Advisors, LLC | 85,534 | +135 | $5.5M | +$1.9M | 0.1% |
| Summit Financial, LLC | 74,580 | +5,678 | $4.8M | +$1.9M | 8.2% |
| NFP Retirement, Inc. | 37,731 | +20,511 | $2.4M | +$1.9M | 119.1% |
| Plan Group Financial, LLC | 68,751 | +7,839 | $4.4M | +$1.8M | 12.9% |
| WHITTIER TRUST CO OF NEVADA INC | 49,426 | +7,975 | $3.6M | +$1.8M | 19.2% |
| Revisor Wealth Management LLC | 35,343 | +16,259 | $2.7M | +$1.8M | 85.2% |
| ROI Financial Advisors, LLC | 73,969 | +4,313 | $4.8M | +$1.8M | 6.2% |
| Benin Management CORP | 71,285 | +5,550 | $4.6M | +$1.8M | 8.4% |
| Dorsey Wright & Associates | 78,572 | +1,197 | $5.1M | +$1.8M | 1.5% |
| HARBOUR INVESTMENTS, INC. | 55,423 | +13,213 | $3.6M | +$1.8M | 31.3% |
| GK Wealth Management LLC | 74,205 | +3,286 | $4.8M | +$1.8M | 4.6% |
| Midwest Trust Co | 68,389 | +5,596 | $4.4M | +$1.7M | 8.9% |
| Wealth Watch Advisors, INC | 48,004 | +16,074 | $3.1M | +$1.7M | 50.3% |
| Sequoia Financial Advisors, LLC | 59,427 | +9,704 | $3.8M | +$1.7M | 19.5% |
| AlphaStar Capital Management, LLC | 47,459 | +16,238 | $3.1M | +$1.7M | 52.0% |
| Sound Income Strategies, LLC | 25,112 | +18,291 | $2.0M | +$1.7M | 268.1% |
| Redhawk Wealth Advisors, Inc. | 34,374 | +22,555 | $2.2M | +$1.7M | 190.8% |
| Fox Hill Wealth Management | 68,413 | +3,960 | $4.4M | +$1.7M | 6.1% |
| Symphony Financial, Ltd. Co. | 59,298 | +1,580 | $4.1M | +$1.7M | 2.7% |
| IFC Advisors LLC | 62,379 | +5,781 | $4.0M | +$1.6M | 10.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 24,976 | +24,886 | $1.6M | +$1.6M | 27651.1% |
| IEQ CAPITAL, LLC | 63,962 | +4,570 | $4.1M | +$1.6M | 7.7% |
| Apollon Wealth Management, LLC | 70,137 | +1,102 | $4.5M | +$1.6M | 1.6% |
| FLORIDA FINANCIAL ADVISORS, LLC | 43,059 | +15,131 | $2.8M | +$1.6M | 54.2% |
| Dynamic Advisor Solutions LLC | 70,235 | +840 | $4.5M | +$1.6M | 1.2% |
| Atria Investments, Inc | 31,233 | +20,692 | $2.0M | +$1.6M | 196.3% |
| Keystone Financial Group | 34,788 | +18,619 | $2.2M | +$1.6M | 115.2% |
| Pekin Hardy Strauss, Inc. | 59,465 | +5,200 | $3.8M | +$1.5M | 9.6% |
| Federation des caisses Desjardins du Quebec | 66,279 | +1,181 | $4.3M | +$1.5M | 1.8% |
| MGB Wealth Management, LLC | 59,167 | +2,996 | $3.9M | +$1.5M | 5.3% |
| Capstone Wealth Management Group LLC | 59,579 | +4,390 | $3.8M | +$1.5M | 8.0% |
| Bluesphere Advisors, LLC | 29,131 | +20,025 | $1.9M | +$1.5M | 219.9% |
| Sunbelt Securities, Inc. | 40,563 | +13,703 | $2.6M | +$1.5M | 51.0% |
| Blue Trust, Inc. | 61,998 | +2,027 | $4.0M | +$1.5M | 3.4% |
| World Investment Advisors | 80,168 | +15,065 | $4.2M | +$1.4M | 23.1% |
| Associated Banc-Corp | 59,521 | +3,040 | $3.8M | +$1.4M | 5.4% |
| Savvy Advisors, Inc. | 60,096 | +2,215 | $3.9M | +$1.4M | 3.8% |
| Global View Capital Management LLC | 54,127 | +4,501 | $3.5M | +$1.4M | 9.1% |
| Southeast Asset Advisors, LLC | 61,525 | +610 | $4.0M | +$1.4M | 1.0% |
| HOEY INVESTMENTS, INC | 35,699 | +13,845 | $2.3M | +$1.4M | 63.4% |
| Merit Financial Group, LLC | 44,979 | +7,969 | $2.9M | +$1.3M | 21.5% |
| Well Done, LLC | 55,388 | +2,540 | $3.6M | +$1.3M | 4.8% |
| Moors & Cabot, Inc. | 51,409 | +4,317 | $3.3M | +$1.3M | 9.2% |
| WealthCare Investment Partners, LLC | 46,066 | +5,949 | $3.0M | +$1.3M | 14.8% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 57,095 | +405 | $3.7M | +$1.3M | 0.7% |
| SteelPeak Wealth, LLC | 24,230 | +17,422 | $1.6M | +$1.3M | 255.9% |
| BlackRock, Inc. | 25,956 | +16,112 | $1.7M | +$1.3M | 163.7% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 29,015 | +10,000 | $1.9M | +$1.2M | 52.6% |
| Caitlin John, LLC | 51,511 | +2,242 | $3.3M | +$1.2M | 4.5% |
| Prime Capital Investment Advisors, LLC | 37,770 | +9,391 | $2.4M | +$1.2M | 33.1% |
| MCF Advisors LLC | 18,560 | +18,405 | $1.2M | +$1.2M | 11874.2% |
| Fiduciary Alliance LLC | 52,596 | +681 | $3.4M | +$1.2M | 1.3% |
| NewEdge Wealth, LLC | 52,226 | +9,031 | $3.1M | +$1.2M | 20.9% |
| Violich Capital Management, Inc. | 42,810 | +5,410 | $2.8M | +$1.2M | 14.5% |
| BALDWIN WEALTH PARTNERS LLC/MA | 26,846 | +13,496 | $1.7M | +$1.2M | 101.1% |
| CHOREO, LLC | 38,576 | +3,350 | $2.7M | +$1.2M | 9.5% |
| LJI Wealth Management, LLC | 24,200 | +14,700 | $1.6M | +$1.2M | 154.7% |
| Element Wealth, LLC | 21,043 | +16,043 | $1.4M | +$1.1M | 320.9% |
| New England Professional Planning Group Inc. | 17,613 | +7,609 | $1.1M | +$1.1M | 76.0% |
| Waverly Advisors, LLC | 40,856 | +5,427 | $2.6M | +$1.1M | 15.3% |
| Hibernia Wealth Partners, LLC | 25,994 | +12,997 | $1.7M | +$1.1M | 100.0% |
| Valeo Financial Advisors, LLC | 31,655 | +10,038 | $2.0M | +$1.1M | 46.4% |
| Pinnacle Family Advisors, LLC | 25,363 | +13,258 | $1.6M | +$1.1M | 109.5% |
| VestGen Advisors, LLC | 41,007 | +4,727 | $2.6M | +$1.1M | 13.0% |
| Ashton Thomas Private Wealth, LLC | 27,050 | +11,970 | $1.7M | +$1.1M | 79.4% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 23,625 | +13,650 | $1.5M | +$1.1M | 136.8% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 30,228 | +10,064 | $1.9M | +$1.1M | 49.9% |
| J.W. COLE ADVISORS, INC. | 152,753 | +52,236 | $5.3M | +$1.1M | 52.0% |
| First Command Advisory Services, Inc. | 41,682 | +3,557 | $2.7M | +$1.1M | 9.3% |
| PCG Wealth Advisors, LLC | 27,711 | +10,638 | $1.8M | +$1.1M | 62.3% |
| KINGSWOOD WEALTH ADVISORS, LLC | 38,195 | +4,499 | $2.5M | +$1.0M | 13.3% |
| Advisory Alpha, LLC | 21,296 | +13,105 | $1.4M | +$1.0M | 160.0% |
| Essex Financial Services, Inc. | 40,383 | +3,023 | $2.6M | +$1.0M | 8.1% |
| Spire Wealth Management | 23,949 | +11,489 | $1.5M | +$1.0M | 92.2% |
| BROWN ADVISORY INC | 27,534 | +9,155 | $1.8M | +$995.0K | 49.8% |
| VERUS CAPITAL PARTNERS, LLC | 37,185 | +3,460 | $2.4M | +$966.5K | 10.3% |
| Regal Investment Advisors LLC | 31,655 | +6,220 | $2.0M | +$961.5K | 24.4% |
| Clear Creek Financial Management, LLC | 38,900 | +2,343 | $2.5M | +$957.0K | 6.4% |
| GM Advisory Group, LLC | 33,258 | +5,228 | $2.1M | +$954.8K | 18.6% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 38,928 | +2,049 | $2.5M | +$945.2K | 5.5% |
| Coastal Bridge Advisors, LLC | 38,175 | +2,312 | $2.5M | +$939.7K | 6.4% |
| Discipline Wealth Solutions, LLC | 40,211 | +1,055 | $2.6M | +$931.4K | 2.7% |
| WESPAC Advisors, LLC | 35,477 | +3,460 | $2.3M | +$928.9K | 10.8% |
| Procyon Advisors, LLC | 26,520 | +7,992 | $1.7M | +$923.4K | 43.1% |
| Sharkey, Howes & Javer | 24,266 | +8,458 | $1.6M | +$893.4K | 53.5% |
| AlphaCore Capital LLC | 17,955 | +11,500 | $1.2M | +$883.2K | 178.2% |
| Patten Group, Inc. | 37,912 | +501 | $2.4M | +$857.2K | 1.3% |
| PINNACLE ASSOCIATES LTD | 19,564 | +9,893 | $1.3M | +$850.6K | 102.3% |
| COMMERCE BANK | 35,521 | +1,520 | $2.3M | +$847.6K | 4.5% |
| Arax Advisory Partners | 32,373 | +3,024 | $2.1M | +$841.9K | 10.3% |
| Confluence Wealth Services, Inc. | 36,646 | +328 | $2.4M | +$821.9K | 0.9% |
| Stokes Family Office, LLC | 32,800 | +2,200 | $2.1M | +$816.5K | 7.2% |
| CHILDRESS CAPITAL ADVISORS, LLC | 10,200 | +4,000 | $1.1M | +$805.5K | 64.5% |
| INTEGRITY ALLIANCE, LLC. | 19,629 | +8,757 | $1.3M | +$803.9K | 80.5% |
| Nicholas Hoffman & Company, LLC. | 29,155 | +3,766 | $1.9M | +$802.4K | 14.8% |
| Gladstone Institutional Advisory LLC | 22,705 | +6,650 | $1.5M | +$782.4K | 41.4% |
| IFG Advisory, LLC | 32,303 | +1,627 | $2.1M | +$781.2K | 5.3% |
| Envestnet Portfolio Solutions, Inc. | 25,503 | +5,082 | $1.6M | +$777.7K | 24.9% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 18,847 | +8,534 | $1.2M | +$777.2K | 82.7% |
| CATHY PARETO & ASSOCIATES, INC | 23,613 | +5,856 | $1.5M | +$768.8K | 33.0% |
| AdvisorNet Financial, Inc | 15,631 | +9,692 | $1.0M | +$755.3K | 163.2% |
| Linden Thomas Advisory Services, LLC | 31,229 | +1,250 | $2.0M | +$741.6K | 4.2% |
| Human Investing LLC | 18,355 | +7,719 | $1.2M | +$731.8K | 72.6% |
| Ethos Financial Group, LLC | 19,363 | +7,114 | $1.2M | +$728.4K | 58.1% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 27,504 | +2,831 | $1.8M | +$726.4K | 11.5% |
| J. Goldman & Co LP | 16,334 | +8,334 | $1.1M | +$713.3K | 104.2% |
| NEUBERGER BERMAN GROUP LLC | 29,773 | +1,075 | $1.9M | +$702.0K | 3.7% |
| BOS Asset Management, LLC | 29,223 | +1,128 | $1.9M | +$692.2K | 4.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | 25,307 | +3,062 | $1.6M | +$687.8K | 13.8% |
| FIDELIS CAPITAL PARTNERS, LLC | 14,521 | +8,650 | $935.4K | +$686.7K | 147.3% |
| Welch Group, LLC | 27,230 | +1,997 | $1.8M | +$685.0K | 7.9% |
| ARMSTRONG ADVISORY GROUP, INC | 12,080 | +9,830 | $778.2K | +$682.9K | 436.9% |
| Van Hulzen Asset Management, LLC | 29,800 | +607 | $1.9M | +$682.8K | 2.1% |
| Dakota Wealth Management | 23,256 | +3,452 | $1.5M | +$659.1K | 17.4% |
| SFG Wealth Management, LLC. | 15,422 | +7,497 | $993.5K | +$657.7K | 94.6% |
| Stratos Wealth Advisors, LLC | 23,599 | +3,164 | $1.5M | +$654.4K | 15.5% |
| Silverleafe Capital Partners, LLC | 17,711 | +6,188 | $1.1M | +$652.7K | 53.7% |
| Signal Advisors Wealth, LLC | 15,117 | +7,427 | $973.8K | +$648.0K | 96.6% |
| First Heartland Consultants, Inc. | 21,084 | +4,243 | $1.4M | +$644.7K | 25.2% |
| Ancora Advisors LLC | 27,604 | +409 | $1.8M | +$626.0K | 1.5% |
| Bridgewealth Advisory Group, LLC | 27,021 | +538 | $1.7M | +$618.6K | 2.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,634 | +5,406 | $1.1M | +$617.9K | 44.2% |
| FIRST FOUNDATION ADVISORS | 22,855 | +2,684 | $1.5M | +$617.7K | 13.3% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 13,229 | +7,671 | $852.2K | +$616.7K | 138.0% |
| Biltmore Family Office, LLC | 26,000 | +1,000 | $1.7M | +$615.7K | 4.0% |
| SIGNATUREFD, LLC | 27,397 | +240 | $1.8M | +$614.3K | 0.9% |
| ZACKS INVESTMENT MANAGEMENT | 17,630 | +5,301 | $1.1M | +$613.3K | 43.0% |
| First National Trust Co | 23,141 | +2,298 | $1.5M | +$607.6K | 11.0% |
| London & Capital Asset Management Ltd | 20,230 | +3,800 | $1.3M | +$607.4K | 23.1% |
| CALTON & ASSOCIATES, INC. | 24,050 | +1,700 | $1.5M | +$602.3K | 7.6% |
| N.E.W. Advisory Services LLC | 26,626 | +311 | $1.7M | +$600.3K | 1.2% |
| Rathbones Group PLC | 26,415 | +285 | $1.7M | +$594.5K | 1.1% |
| NEW WAVE WEALTH ADVISORS LLC | 24,041 | +1,407 | $1.5M | +$589.7K | 6.2% |
| OAKWORTH CAPITAL, INC. | 19,000 | +4,000 | $1.2M | +$588.4K | 26.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17,074 | +1,363 | $1.1M | +$585.7K | 8.7% |
| Quadrant Private Wealth Management, LLC | 14,395 | +6,061 | $927.3K | +$574.2K | 72.7% |
| StoneX Group Inc. | 24,801 | +592 | $1.6M | +$574.1K | 2.4% |
| Lido Advisors, LLC | 53,529 | +6,780 | $2.6M | +$572.3K | 14.5% |
| Impact Partnership Wealth, LLC | 23,146 | +1,282 | $1.5M | +$564.7K | 5.9% |
| Realta Investment Advisors | 21,235 | +2,230 | $1.4M | +$562.7K | 11.7% |
| Diversify Advisory Services, LLC | 12,829 | +1,876 | $1.0M | +$560.1K | 17.1% |
| Herold Advisors, Inc. | 22,865 | +1,185 | $1.5M | +$554.4K | 5.5% |
| Soltis Investment Advisors LLC | 20,768 | +2,153 | $1.3M | +$549.1K | 11.6% |
| Measured Wealth Private Client Group, LLC | 12,766 | +6,274 | $822.4K | +$547.3K | 96.6% |
| Continuum Advisory, LLC | 16,597 | +4,230 | $1.1M | +$545.2K | 34.2% |
| Apeiron RIA LLC | 10,508 | +5,924 | $761.2K | +$544.6K | 129.2% |
| Fiduciary Trust Co | 20,759 | +2,000 | $1.3M | +$542.5K | 10.7% |
| Simplicity Wealth,LLC | 16,710 | +3,985 | $1.1M | +$537.3K | 31.3% |
| WEALTH EFFECTS LLC | 18,179 | +3,144 | $1.2M | +$534.1K | 20.9% |
| O'ROURKE & COMPANY, Inc | 21,020 | +1,651 | $1.4M | +$533.4K | 8.5% |
| ROTHSCHILD INVESTMENT LLC | 15,793 | +4,331 | $1.0M | +$531.7K | 37.8% |
| Valmark Advisers, Inc. | 16,693 | +3,423 | $1.1M | +$513.1K | 25.8% |
| Alpha Cubed Investments, LLC | 19,539 | +1,710 | $1.3M | +$503.3K | 9.6% |
| BROADWATER CAPITAL MANAGEMENT LLC | 19,149 | +15,782 | $132.1K | -$498.6K | 468.7% |
| Spectrum Wealth Advisory Group, LLC | 16,372 | +3,029 | $1.1M | +$489.3K | 22.7% |
| Wealth Quarterback LLC | 18,065 | +2,057 | $1.2M | +$485.5K | 12.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15,845 | +3,128 | $1.0M | +$481.9K | 24.6% |
| NICOLET ADVISORY SERVICES, LLC | 11,571 | +2,010 | $893.6K | +$478.8K | 21.0% |
| Prosperity Consulting Group, LLC | 21,144 | +244 | $1.4M | +$476.6K | 1.2% |
| Krilogy Financial LLC | 7,741 | +887 | $761.3K | +$462.1K | 12.9% |
| Clearstead Advisors, LLC | 9,616 | +5,892 | $619.5K | +$461.7K | 158.2% |
| Aprio Wealth Management, LLC | 16,954 | +2,007 | $1.1M | +$458.9K | 13.4% |
| Fifth Third Wealth Advisors LLC | 18,707 | +1,065 | $1.2M | +$457.6K | 6.0% |
| Capital Investment Advisors, LLC | 19,882 | +420 | $1.3M | +$456.2K | 2.1% |
| Net Worth Advisory Group | 10,904 | +4,787 | $702.4K | +$443.2K | 78.3% |
| INTEGRITY WEALTH ADVISORS, INC. | 12,600 | +2,600 | $811.7K | +$435.8K | 26.0% |
| Bogart Wealth, LLC | 14,455 | +2,755 | $931.2K | +$435.5K | 23.5% |
| SCS Capital Management LLC | 16,949 | +1,406 | $1.1M | +$433.3K | 9.0% |
| Aptus Capital Advisors, LLC | 15,382 | +2,211 | $990.9K | +$432.9K | 16.8% |
| Parallel Advisors, LLC | 10,103 | +4,892 | $650.8K | +$430.0K | 93.9% |
| FIDUCIARY FINANCIAL GROUP, LLC | 19,033 | +197 | $1.2M | +$428.0K | 1.0% |
| CLEAR INVESTMENT RESEARCH, LLC | 8,246 | +5,736 | $531.2K | +$424.9K | 228.5% |
| HOLLENCREST CAPITAL MANAGEMENT | 10,424 | +4,414 | $671.5K | +$416.9K | 73.4% |
| WCG Wealth Advisors LLC | 15,342 | +1,699 | $988.3K | +$410.3K | 12.4% |
| Hilltop Holdings Inc. | 16,651 | +958 | $1.1M | +$407.7K | 6.1% |
| United Financial Planning Group LLC | 16,147 | +1,174 | $1.0M | +$405.8K | 7.8% |
| Strengthening Families & Communities, LLC | 7,285 | +5,123 | $469.3K | +$404.0K | 236.9% |
| Swisher Financial Concepts, Inc. | 17,583 | +378 | $1.1M | +$403.7K | 2.2% |
| Tyche Wealth Partners LLC | 9,412 | +4,462 | $606.3K | +$396.6K | 90.1% |
| Mirador Capital Partners LP | 15,977 | +977 | $1.0M | +$393.7K | 6.5% |
| Global Assets Advisory, LLC | 10,605 | +3,716 | $683.2K | +$391.3K | 53.9% |
| Triad Wealth Partners, LLC | 9,975 | +4,001 | $642.6K | +$389.5K | 67.0% |
| Wealthspire Advisors, LLC | 14,772 | +1,429 | $951.6K | +$386.3K | 10.7% |
| TRUST CO OF VERMONT | 15,552 | +936 | $1.0M | +$382.6K | 6.4% |
| Turtle Creek Wealth Advisors, LLC | 9,500 | +4,000 | $612.0K | +$379.0K | 72.7% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 15,505 | +860 | $998.8K | +$378.3K | 5.9% |
| Total Clarity Wealth Management, Inc. | 14,933 | +1,121 | $962.0K | +$376.8K | 8.1% |
| Forvis Mazars Wealth Advisors, LLC | 14,927 | +1,078 | $961.6K | +$374.8K | 7.8% |
| FRANKLIN RESOURCES INC | 9,725 | +3,785 | $626.5K | +$374.8K | 63.7% |
| WEST MICHIGAN ADVISORS, LLC | 10,889 | +3,152 | $701.5K | +$373.7K | 40.7% |
| Crumly & Associates Inc. | 11,377 | +2,765 | $732.9K | +$368.0K | 32.1% |
| Retirement Planning Group, LLC | 15,317 | +619 | $986.7K | +$364.0K | 4.2% |
| Grandview Asset Management LLC | 14,646 | +919 | $943.5K | +$361.9K | 6.7% |
| Copia Wealth Management | 13,841 | +1,238 | $891.6K | +$357.6K | 9.8% |
| PRIVATE TRUST CO NA | 12,838 | +1,741 | $827.0K | +$356.8K | 15.7% |
| Princeton Global Asset Management LLC | 6,519 | +4,734 | $420.0K | +$344.3K | 265.2% |
| Solstein Capital, LLC | 7,700 | +4,052 | $496.0K | +$341.5K | 111.1% |
| CARDIFF PARK ADVISORS, LLC | 13,925 | +713 | $897.0K | +$337.2K | 5.4% |
| Integrity Financial Corp /WA | 10,288 | +2,571 | $662.8K | +$335.8K | 33.3% |
| Quantinno Capital Management LP | 10,467 | +2,380 | $674.3K | +$331.6K | 29.4% |
| Harfst & Associates, Inc. | 11,331 | +1,791 | $729.9K | +$325.7K | 18.8% |
| Balboa Wealth Partners | 8,994 | +2,855 | $579.4K | +$319.3K | 46.5% |
| CITIZENS FINANCIAL GROUP INC/RI | 9,521 | +2,510 | $613.3K | +$316.3K | 35.8% |
| Comprehensive Financial Planning, Inc./PA | 13,263 | +553 | $854.4K | +$315.9K | 4.3% |
| Aspire Capital Advisors LLC | 9,513 | +2,475 | $612.8K | +$314.6K | 35.2% |
| Advance Capital Management, Inc. | 13,434 | +320 | $865.4K | +$309.8K | 2.4% |
| RFG Advisory, LLC | 13,919 | +56 | $896.7K | +$309.3K | 0.4% |
| MILESTONE ASSET MANAGEMENT, LLC | 10,298 | +1,915 | $663.4K | +$308.2K | 22.8% |
| INSPIRION WEALTH ADVISORS, LLC | 8,426 | +162 | $542.8K | +$308.0K | 2.0% |
| WHALEROCK POINT PARTNERS, LLC | 7,956 | +3,025 | $512.5K | +$303.6K | 61.3% |
| KEYNOTE FINANCIAL SERVICES LLC | 12,965 | +315 | $835.2K | +$299.2K | 2.5% |
| FIRST TRUST ADVISORS LP | 13,515 | +15 | $870.6K | +$298.6K | 0.1% |
| Worth Asset Management, LLC | 13,467 | +20 | $867.5K | +$297.8K | 0.1% |
| DAGCO, INC. | 11,580 | +975 | $746.0K | +$296.6K | 9.2% |
| Freestone Capital Holdings, LLC | 12,482 | +451 | $804.1K | +$294.3K | 3.7% |
| Avidian Wealth Enterprises, LLC | 10,824 | +1,296 | $697.3K | +$293.6K | 13.6% |
| KKM Financial LLC | 7,897 | +2,787 | $508.7K | +$292.2K | 54.5% |
| Avantax Planning Partners, Inc. | 12,155 | +538 | $783.0K | +$290.8K | 4.6% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 10,985 | +1,143 | $707.7K | +$290.6K | 11.6% |
| AMJ Financial Wealth Management | 10,302 | +1,494 | $663.7K | +$290.5K | 17.0% |
| DURANTE & WATERS, LLC | 13,040 | +40 | $840.0K | +$289.2K | 0.3% |
| RITHOLTZ WEALTH MANAGEMENT | 13,018 | +3 | $838.6K | +$287.2K | 0.0% |
| Capital Asset Advisory Services LLC | 8,680 | +347 | $639.8K | +$286.7K | 4.2% |
| WESBANCO BANK INC | 12,421 | +152 | $800.2K | +$280.3K | 1.2% |
| LEIGH BALDWIN & CO., LLC | 11,690 | +500 | $753.0K | +$278.9K | 4.5% |
| Portside Wealth Group, LLC | 7,849 | +2,410 | $505.6K | +$275.2K | 44.3% |
| Maxele Advisors, LLC | 8,405 | +2,105 | $541.5K | +$274.5K | 33.4% |
| Alteri Wealth LLC | 7,363 | +2,487 | $474.3K | +$267.7K | 51.0% |
| Perfromance Wealth Partners, LLC | 12,097 | +17 | $779.3K | +$267.5K | 0.1% |
| Maridea Wealth Management LLC | 13,642 | +798 | $878.8K | +$265.9K | 6.2% |
| American Institute for Advanced Investment Management, LLP | 10,004 | +1,000 | $644.5K | +$263.0K | 11.1% |
| NAPLES GLOBAL ADVISORS, LLC | 7,155 | +2,405 | $460.9K | +$259.7K | 50.6% |
| Cornerstone Wealth Group, LLC | 7,637 | +2,133 | $492.0K | +$258.8K | 38.8% |
| Vantage Financial Partners, LLC | 11,604 | +56 | $747.5K | +$258.2K | 0.5% |
| D.B. Root & Company, LLC | 9,671 | +942 | $623.0K | +$253.2K | 10.8% |
| Keystone Financial Group, Inc. | 4,455 | +3,645 | $287.0K | +$252.7K | 450.0% |
| Capital Square, LLC | 8,416 | +1,500 | $542.2K | +$249.1K | 21.7% |
| Glen Eagle Advisors, LLC | 10,924 | +121 | $703.7K | +$246.0K | 1.1% |
| Helen Stephens Group, LLC | 8,737 | +1,231 | $562.8K | +$244.8K | 16.4% |
| GWN SECURITIES INC. | 8,741 | +1,227 | $563.1K | +$244.7K | 16.3% |
| JNBA Financial Advisors | 10,737 | +132 | $691.7K | +$242.3K | 1.2% |
| Legacy Financial Advisors, Inc. | 9,174 | +918 | $591.0K | +$241.2K | 11.1% |
| Intrua Financial, LLC | 7,771 | +1,605 | $500.6K | +$239.4K | 26.0% |
| Prepared Retirement Institute LLC | 7,150 | +1,910 | $460.6K | +$238.6K | 36.5% |
| 180 WEALTH ADVISORS, LLC | 8,533 | +1,189 | $549.7K | +$238.5K | 16.2% |
| Morton Capital Management LLC/CA | 8,873 | +988 | $571.6K | +$237.5K | 12.5% |
| Vantage Point Financial LLC | 8,372 | +1,216 | $539.3K | +$236.1K | 17.0% |
| MAGNOLIA CAPITAL ADVISORS LLC | 6,820 | +2,000 | $439.3K | +$235.1K | 41.5% |
| MBE Wealth Management, LLC | 9,618 | +525 | $619.6K | +$234.3K | 5.8% |
| WOLFF WIESE MAGANA LLC | 10,112 | +150 | $651.4K | +$229.3K | 1.5% |
| ACCESS FINANCIAL SERVICES, INC. | 9,899 | +235 | $637.7K | +$228.2K | 2.4% |
| Aldebaran Financial Inc. | 7,700 | +400 | $531.1K | +$221.8K | 5.5% |
| Legacy Capital Group California, Inc. | 9,334 | +323 | $601.3K | +$219.5K | 3.6% |
| Baker Avenue Asset Management, LP | 58,020 | +132 | $557.1K | +$219.4K | 0.2% |
| Visionary Wealth Advisors | 6,822 | +1,512 | $439.5K | +$214.5K | 28.5% |
| Capital Investment Advisory Services, LLC | 7,216 | +1,293 | $464.9K | +$213.9K | 21.8% |
| Synergy Investment Management, LLC | 7,693 | +1,040 | $495.6K | +$213.7K | 15.6% |
| Lee Financial Co | 9,129 | +88 | $588.1K | +$205.0K | 1.0% |
| GSB Wealth Management, LLC | 8,835 | +215 | $569.2K | +$203.9K | 2.5% |
| Gradient Investments LLC | 6,477 | +1,430 | $417.2K | +$203.4K | 28.3% |
| Alta Wealth Advisors LLC | 8,500 | +318 | $547.6K | +$200.9K | 3.9% |
| Centric Wealth Management | 6,960 | +19 | $504.2K | +$198.7K | 0.3% |
| HOHIMER WEALTH MANAGEMENT, LLC | 7,508 | +780 | $483.7K | +$198.6K | 11.6% |
| CERTUITY, LLC | 6,466 | +1,166 | $416.5K | +$192.0K | 22.0% |
| Coordinated Financial Services, Inc. | 8,550 | +50 | $550.8K | +$190.6K | 0.6% |
| Members Trust Co | 7,160 | +710 | $461.2K | +$188.0K | 11.0% |
| Fortis Capital Advisors, LLC | 6,710 | +856 | $432.3K | +$184.2K | 14.6% |
| OARSMAN CAPITAL, INC. | 7,071 | +574 | $455.5K | +$180.2K | 8.8% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,831 | +145 | $504.5K | +$178.8K | 1.9% |
| Security Financial Services, INC. | 7,324 | +348 | $471.8K | +$176.2K | 5.0% |
| SALEM INVESTMENT COUNSELORS INC | 5,770 | +1,150 | $371.7K | +$176.0K | 24.9% |
| Nicholson Wealth Management Group, LLC | 7,426 | +204 | $478.4K | +$172.4K | 2.8% |
| Tamar Securities, LLC | 6,101 | +851 | $393.0K | +$170.6K | 16.2% |
| Petix & Botte Co | 6,046 | +828 | $389.5K | +$168.4K | 15.9% |
| WealthPlan Investment Management, LLC | 7,315 | +17 | $471.2K | +$162.0K | 0.2% |
| Apella Capital, LLC | 9,113 | +410 | $587.0K | +$159.1K | 4.7% |
| Compass Financial Group, INC/SD | 6,865 | +176 | $442.2K | +$158.8K | 2.6% |
| LIBERTY WEALTH MANAGEMENT LLC | 6,385 | +358 | $411.3K | +$156.0K | 5.9% |
| David J Yvars Group | 5,874 | +619 | $378.4K | +$155.7K | 11.8% |
| Guardian Asset Advisors, LLC | 5,839 | +635 | $376.1K | +$155.7K | 12.2% |
| TBH Global Asset Management, LLC | 6,820 | +104 | $439.4K | +$154.8K | 1.5% |
| SNS Financial Group, LLC | 6,180 | +433 | $398.1K | +$154.6K | 7.5% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 2,490 | +2,290 | $160.4K | +$151.9K | 1145.0% |
| Beaird Harris Wealth Management, LLC | 3,015 | +1,995 | $194.2K | +$151.0K | 195.6% |
| ENDEAVOR PRIVATE WEALTH, INC. | 6,674 | +10 | $429.9K | +$147.6K | 0.1% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 6,343 | +173 | $408.6K | +$147.2K | 2.8% |
| Secure Asset Management, LLC | 5,969 | +390 | $384.5K | +$145.1K | 7.0% |
| Gerber Kawasaki Wealth & Investment Management | 5,571 | +446 | $358.9K | +$141.7K | 8.7% |
| Empower Advisory Group, LLC | 5,923 | +258 | $381.6K | +$141.5K | 4.5% |
| Compass Ion Advisors, LLC | 6,196 | +25 | $399.1K | +$137.7K | 0.4% |
| Five Pine Wealth Management | 5,185 | +370 | $334.0K | +$130.0K | 7.7% |
| Plante Moran Financial Advisors, LLC | 3,138 | +1,328 | $202.2K | +$125.5K | 73.4% |
| Wealthstar Advisors, LLC | 5,237 | +153 | $337.4K | +$122.0K | 3.0% |
| Pathway Financial Advisers, LLC | 5,223 | +49 | $336.5K | +$117.2K | 0.9% |
| M3 Advisory Group, LLC | 5,003 | +31 | $322.3K | +$111.6K | 0.6% |
| Security National Bank | 4,925 | +50 | $317.3K | +$110.7K | 1.0% |
| Caldwell Trust Co | 3,081 | +1,000 | $198.5K | +$110.3K | 48.0% |
| Winch Advisory Services, LLC | 4,381 | +242 | $282.2K | +$106.9K | 5.8% |
| MTM Investment Management, LLC | 4,510 | +10 | $290.5K | +$99.9K | 0.2% |
| HHM Wealth Advisors, LLC | 2,775 | +865 | $178.8K | +$97.8K | 45.3% |
| Physician Wealth Advisors, Inc. | 3,771 | +340 | $242.9K | +$97.6K | 9.9% |
| SG Americas Securities, LLC | 4,067,660 | +152,020 | $262.0K | +$96.1K | 3.9% |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,964 | +1,482 | $158.3K | +$95.5K | 100.0% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3,885 | +75 | $250.3K | +$88.8K | 2.0% |
| Prestige Wealth Management Group LLC | 3,600 | +3,000 | $112.5K | +$87.1K | 500.0% |
| Hilltop National Bank | 3,803 | +53 | $245.0K | +$86.1K | 1.4% |
| GABLES CAPITAL MANAGEMENT INC. | 2,494 | +694 | $160.7K | +$84.4K | 38.5% |
| Avalon Trust Co | 3,179 | +270 | $204.8K | +$81.5K | 9.3% |
| Financial Network Wealth Advisors LLC | 3,018 | +327 | $194.4K | +$80.4K | 12.2% |
| Stone House Investment Management, LLC | 1,393 | +1,100 | $89.7K | +$77.3K | 375.4% |
| MATHER GROUP, LLC. | 3,343 | +14 | $215.4K | +$74.3K | 0.4% |
| Colonial Trust Advisors | 3,100 | +100 | $199.7K | +$72.6K | 3.3% |
| Smartleaf Asset Management LLC | 1,746 | +475 | $120.4K | +$66.4K | 37.4% |
| North Star Investment Management Corp. | 2,340 | +170 | $150.7K | +$58.8K | 7.8% |
| RMG Wealth Management LLC | 1,289 | +6 | $109.5K | +$53.7K | 0.5% |
| DecisionPoint Financial, LLC | 830 | +763 | $53.5K | +$50.6K | 1138.8% |
| VISION FINANCIAL MARKETS LLC | 2,037 | +37 | $131.2K | +$46.5K | 1.9% |
| LFA - Lugano Financial Advisors SA | 1,667 | +192 | $107.4K | +$44.9K | 13.0% |
| Triumph Capital Management | 739 | +575 | $47.6K | +$40.7K | 350.6% |
| WEBSTER BANK, N. A. | 1,280 | +80 | $82.5K | +$31.6K | 6.7% |
| Crews Bank & Trust | 930 | +250 | $59.9K | +$31.1K | 36.8% |
| Vermillion Wealth Management, Inc. | 1,253 | +14 | $80.7K | +$28.2K | 1.1% |
| IAG Wealth Partners, LLC | 1,088 | +97 | $70.1K | +$28.1K | 9.8% |
| AMERICAN NATIONAL BANK & TRUST | 590 | +290 | $38.0K | +$25.3K | 96.7% |
| Wealth Preservation Advisors, LLC | 784 | +174 | $50.5K | +$24.7K | 28.5% |
| Crewe Advisors LLC | 716 | +200 | $46.1K | +$24.3K | 38.8% |
| Redwood Park Advisors LLC | 516 | +266 | $33.2K | +$22.6K | 106.4% |
| Westside Investment Management, Inc. | 686 | +130 | $44.2K | +$20.6K | 23.4% |
| SouthState Corp | 648 | +148 | $41.7K | +$20.6K | 29.6% |
| McIlrath & Eck, LLC | 296 | +270 | $19.1K | +$18.0K | 1038.5% |
| Compass Financial Services Inc | 237 | +214 | $15.3K | +$14.3K | 930.4% |
| Steigerwald, Gordon & Koch Inc. | 193 | +190 | $12.4K | +$12.3K | 6333.3% |
| CALDWELL SUTTER CAPITAL, INC. | 490 | +15 | $31.6K | +$11.4K | 3.1% |
| Grove Bank & Trust | 383 | +50 | $24.7K | +$10.6K | 15.0% |
| Founders Capital Management | 425 | +15 | $27.4K | +$10.0K | 3.6% |
| Janney Montgomery Scott LLC | 401,060 | +8,773 | $25.8K | +$9.2K | 2.2% |
| St. Johns Investment Management Company, LLC | 269 | +67 | $17.3K | +$8.8K | 33.2% |
| Legacy Wealth Managment, LLC/ID | 203 | +100 | $13.1K | +$8.7K | 97.1% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 195 | +45 | $12.6K | +$6.2K | 30.0% |
| Tower Research Capital LLC (TRC) | 102 | +81 | $6.6K | +$5.7K | 385.7% |
| CENTAURUS FINANCIAL, INC. | 91,717 | +69,209 | $5.9K | +$5.0K | 307.5% |
| Bernard Wealth Management Corp. | 75 | +50 | $4.8K | +$3.8K | 200.0% |
| COHEN & STEERS, INC. | 31,000 | +21,000 | $2.0K | +$1.6K | 210.0% |
| Thrivent Financial for Lutherans | 35,088 | +6,248 | $2.3K | +$1.1K | 21.7% |
| Harel Insurance Investments & Financial Services Ltd. | 38,500 | +1,000 | $2.6K | +$995 | 2.7% |
| WEDBUSH SECURITIES INC | 44,695 | +1 | $2.9K | +$985 | 0.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 22,513 | +9,811 | $1.4K | +$912 | 77.2% |
| LaSalle St. Investment Advisors, LLC | 14,659 | +9,517 | $944 | +$727 | 185.1% |
| Betterment LLC | 19,357 | +5,992 | $1.2K | +$681 | 44.8% |
| Aspen Investment Management Inc | 13,034 | +3,315 | $840 | +$428 | 34.1% |
| CX Institutional | 13,880 | +2,672 | $894 | +$419 | 23.8% |
| PEAPACK GLADSTONE FINANCIAL CORP | 9,113 | +2,580 | $587 | +$310 | 39.5% |
| VESTOR CAPITAL, LLC | 2,322 | +281 | $362 | +$276 | 13.8% |
| HAZLETT, BURT & WATSON, INC. | 6,792 | +1,727 | $436 | +$222 | 34.1% |
| FOSTER & MOTLEY INC | 6,055 | +200 | $390 | +$142 | 3.4% |
| Park Square Financial Group, LLC | 30 | +10 | $790 | -$57 | 50.0% |
| Capital Analysts, LLC | 1,960 | +285 | $127 | +$56 | 17.0% |
| Farmers & Merchants Trust Co of Chambersburg PA | 580 | +425 | $37 | +$30 | 274.2% |
Reduced(609)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| LMR Partners LLP | 5,198,200 | -15,580,992 | $334.9M | -$545.5M | -75.0% |
| MORGAN STANLEY | 18,073,229 | -3,768,300 | $1.16B | +$238.9M | -17.3% |
| LPL Financial LLC | 8,748,745 | -178,745 | $563.6M | +$185.3M | -2.0% |
| Twin Tree Management, LP | 652,459 | -3,453,132 | $42.0M | -$131.9M | -84.1% |
| Royal Bank of Canada | 4,100,507 | -844,064 | $264.2M | +$105.9M | -17.1% |
| BANK OF AMERICA CORP /DE/ | 10,517,819 | -7,962,960 | $677.6M | -$105.5M | -43.1% |
| UBS Group AG | 15,118,638 | -10,186,276 | $973.9M | -$98.2M | -40.3% |
| MEITAV INVESTMENT HOUSE LTD | 451,600 | -2,521,000 | $29.1M | -$96.5M | -84.8% |
| Balyasny Asset Management L.P. | 4,294,300 | -402,900 | $276.6M | +$77.6M | -8.6% |
| BNP PARIBAS FINANCIAL MARKETS | 2,955,942 | -1,214,139 | $400.9M | +$77.4M | -29.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,193,515 | -829,891 | $76.9M | +$76.8M | -41.0% |
| Monaco Asset Management SAM | 500,000 | -1,900,000 | $32.2M | -$69.5M | -79.2% |
| Walleye Trading LLC | 4,466,200 | -737,300 | $287.7M | +$67.2M | -14.2% |
| Shay Capital LLC | 37,500 | -1,437,500 | $2.4M | -$60.1M | -97.5% |
| Verition Fund Management LLC | 51,291 | -1,416,217 | $3.3M | -$58.9M | -96.5% |
| IMC-Chicago, LLC | 157,926 | -1,275,338 | $10.2M | -$50.6M | -89.0% |
| Fore Capital, LLC | 595,000 | -1,270,000 | $38.3M | -$40.7M | -68.1% |
| Capula Management Ltd | 2,136,319 | -163,681 | $137.6M | +$40.2M | -7.1% |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 331,100 | -306,500 | $58.3M | +$31.3M | -48.1% |
| HighTower Advisors, LLC | 1,587,507 | -162,617 | $102.3M | +$28.1M | -9.3% |
| Kovitz Investment Group Partners, LLC | 4,276 | -659,954 | $275.5K | -$27.9M | -99.3% |
| STIFEL FINANCIAL CORP | 1,468,147 | -122,869 | $94.6M | +$27.2M | -7.7% |
| Waratah Capital Advisors Ltd. | 1,168,200 | -54,300 | $75.3M | +$23.5M | -4.4% |
| JPMORGAN CHASE & CO | 1,334,943 | -151,824 | $86.0M | +$23.0M | -10.2% |
| Marex Group plc | 190,046 | -596,322 | $12.2M | -$21.1M | -75.8% |
| ENVESTNET ASSET MANAGEMENT INC | 1,402,737 | -243,319 | $90.4M | +$20.6M | -14.8% |
| Permanens Capital L.P. | 900,242 | -31,741 | $58.0M | +$18.5M | -3.4% |
| Foundations Investment Advisors, LLC | 847,369 | -19,286 | $54.6M | +$17.9M | -2.2% |
| TUDOR INVESTMENT CORP ET AL | 803,188 | -26,705 | $51.7M | +$16.6M | -3.2% |
| Bleakley Financial Group, LLC | 981,036 | -78,723 | $61.3M | +$16.4M | -7.4% |
| K2 PRINCIPAL FUND, L.P. | 275,200 | -471,431 | $17.7M | -$13.9M | -63.1% |
| Saudi Central Bank | 621,400 | 0 | $40.0M | +$13.7M | 0.0% |
| Richard C. Young & CO., LTD. | 608,872 | -752 | $39.2M | +$13.4M | -0.1% |
| GUGGENHEIM CAPITAL LLC | 1,326,256 | -374,233 | $85.4M | +$13.4M | -22.0% |
| Kestra Advisory Services, LLC | 478,369 | -525,677 | $30.8M | -$11.7M | -52.4% |
| MOORE CAPITAL MANAGEMENT, LP | 702,400 | -97,600 | $45.2M | +$11.4M | -12.2% |
| Kaydan Wealth Management, Inc. | 3,928 | -253,345 | $253.0K | -$10.6M | -98.5% |
| TSP Capital Management Group, LLC | 405,275 | -7,250 | $26.1M | +$8.6M | -1.8% |
| Squarepoint Ops LLC | 387,885 | -9,215 | $25.0M | +$8.2M | -2.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | 463,306 | -56,990 | $29.8M | +$7.8M | -10.9% |
| AMG National Trust Bank | 397,605 | -23,519 | $25.6M | +$7.8M | -5.6% |
| Caliber Wealth Management, LLC / KS | 325,717 | -14,007 | $21.0M | +$6.6M | -4.1% |
| Chicago Wealth Management, Inc. | 300,384 | -3,848 | $19.3M | +$6.4M | -1.3% |
| New Harbor Financial Group, LLC | 361,236 | -37,980 | $23.3M | +$6.4M | -9.5% |
| Caption Management, LLC | 100,000 | -200,000 | $6.4M | -$6.3M | -66.7% |
| Baird Financial Group, Inc. | 555,425 | -145,179 | $35.8M | +$6.1M | -20.7% |
| China Universal Asset Management Co., Ltd. | 23,000 | -154,900 | $1.5M | -$6.1M | -87.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 216,821 | -25,752 | $16.0M | +$5.5M | -10.6% |
| Belvedere Trading LLC | 3,545,870 | -1,718,430 | $228.4M | +$5.4M | -32.6% |
| INSIGNEO ADVISORY SERVICES, LLC | 363,530 | -62,401 | $23.4M | +$5.4M | -14.7% |
| PenderFund Capital Management Ltd. | 247,500 | -2,500 | $15.9M | +$5.4M | -1.0% |
| Cinctive Capital Management LP | 50,000 | -150,000 | $3.2M | -$5.3M | -75.0% |
| CI INVESTMENTS INC. | 81,000 | 0 | $5.2M | +$5.2M | 0.0% |
| Steward Partners Investment Advisory, LLC | 284,144 | -26,905 | $18.3M | +$5.1M | -8.6% |
| GUIDANCE CAPITAL, INC | 27,745 | -140,398 | $2.4M | -$5.0M | -83.5% |
| Vivaldi Capital Management LP | 285,723 | -35,230 | $18.4M | +$4.8M | -11.0% |
| Nokomis Capital, L.L.C. | 234,000 | -231,600 | $15.1M | -$4.7M | -49.7% |
| EVOKE WEALTH, LLC | 212,807 | -1,941 | $13.7M | +$4.6M | -0.9% |
| Reyes Financial Architecture, Inc. | 4,087 | -110,231 | $263.3K | -$4.6M | -96.4% |
| Sowell Financial Services LLC | 236,354 | -17,176 | $15.2M | +$4.5M | -6.8% |
| Ariadne Wealth Management, LP | 215,850 | 0 | $14.6M | +$4.4M | 0.0% |
| Capital Wealth Planning, LLC | 13,125 | -104,112 | $845.5K | -$4.1M | -88.8% |
| Arnhold LLC | 169,060 | 0 | $10.9M | +$3.7M | 0.0% |
| Financial Sense Advisors, Inc. | 20,669 | -98,649 | $1.3M | -$3.7M | -82.7% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 181,793 | -6,958 | $11.7M | +$3.7M | -3.7% |
| Cadence Wealth Management LLC | 316,169 | -250,176 | $20.4M | -$3.6M | -44.2% |
| Meridian Wealth Management, LLC | 181,558 | -9,444 | $11.7M | +$3.6M | -4.9% |
| Mirae Asset Global Investments Co., Ltd. | 75,950 | -123,850 | $4.9M | -$3.6M | -62.0% |
| Twelve Points Wealth Management LLC | 144,847 | -18,278 | $10.5M | +$3.6M | -11.2% |
| OPPENHEIMER & CO INC | 225,266 | -34,551 | $14.5M | +$3.5M | -13.3% |
| Carrhae Capital LLP | 3,354,800 | -1,666,600 | $216.1M | +$3.4M | -33.2% |
| Canton Hathaway, LLC | 155,813 | -4,651 | $10.0M | +$3.2M | -2.9% |
| AGP FRANKLIN, LLC | 146,354 | -2,652 | $9.4M | +$3.1M | -1.8% |
| CITIGROUP INC | 4,167,980 | -2,237,772 | $268.5M | -$2.9M | -34.9% |
| Cresset Asset Management, LLC | 318,329 | -97,364 | $20.5M | +$2.9M | -23.4% |
| Mutual Advisors, LLC | 142,833 | -2,135 | $9.2M | +$2.8M | -1.5% |
| Proficio Capital Partners LLC | 231,581 | -185,564 | $14.9M | -$2.8M | -44.5% |
| SCOTIA CAPITAL INC. | 132,709 | -4,575 | $8.5M | +$2.7M | -3.3% |
| Faithward Advisors, LLC | 145,729 | -12,809 | $9.4M | +$2.7M | -8.1% |
| Integrated Wealth Concepts LLC | 140,071 | -135,228 | $9.0M | -$2.6M | -49.1% |
| Seven Post Investment Office LP | 119,501 | 0 | $7.7M | +$2.6M | 0.0% |
| WESCAP Management Group, Inc. | 174,570 | -30,460 | $11.2M | +$2.6M | -14.8% |
| Private Harbour Investment Management & Counsel, LLC | 113,590 | -575 | $7.3M | +$2.5M | -0.5% |
| Kercheville Advisors, LLC | 57,500 | -3,200 | $5.0M | +$2.4M | -5.3% |
| Clark Capital Management Group, Inc. | 72,722 | -93,711 | $4.7M | -$2.4M | -56.3% |
| Private Wealth Asset Management, LLC | 106,010 | 0 | $6.8M | +$2.3M | 0.0% |
| Snowden Capital Advisors LLC | 109,804 | -3,492 | $7.1M | +$2.3M | -3.1% |
| Man Group plc | 16,186 | -61,616 | $1.0M | -$2.3M | -79.2% |
| HBK INVESTMENTS L P | 101,800 | 0 | $6.6M | +$2.2M | 0.0% |
| CreativeOne Wealth, LLC | 115,549 | -7,781 | $7.4M | +$2.2M | -6.3% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 95,488 | 0 | $6.2M | +$2.1M | 0.0% |
| Cornerstone Wealth Management, LLC | 98,620 | -3,065 | $6.4M | +$2.0M | -3.0% |
| PRINCIPAL FINANCIAL GROUP INC | 92,560 | 0 | $6.0M | +$2.0M | 0.0% |
| COMERICA BANK | 111,449 | -10,190 | $7.2M | +$2.0M | -8.4% |
| CWA Asset Management Group, LLC | 112,269 | -10,771 | $7.2M | +$2.0M | -8.8% |
| B. Riley Wealth Advisors, Inc. | 92,515 | -99,771 | $6.0M | +$2.0M | -51.9% |
| ABBINGTON INVESTMENT GROUP | 89,289 | 0 | $5.8M | +$2.0M | 0.0% |
| BFSG, LLC | 85,944 | -287 | $5.5M | +$1.9M | -0.3% |
| ARS Wealth Advisors Group, LLC | 184,013 | -51,556 | $11.9M | +$1.9M | -21.9% |
| CHELSEA COUNSEL CO | 84,000 | 0 | $5.4M | +$1.9M | 0.0% |
| Requisite Capital Management, LLC | 3,310 | -44,841 | $213.2K | -$1.8M | -93.1% |
| Quaker Wealth Management, LLC | 528 | -43,148 | $34.0K | -$1.8M | -98.8% |
| MAI Capital Management | 88,701 | -3,764 | $5.7M | +$1.8M | -4.1% |
| Carrera Capital Advisors | 319,089 | -123,930 | $20.6M | +$1.8M | -28.0% |
| Knoll Capital Management, LLC | 80,000 | 0 | $5.2M | +$1.8M | 0.0% |
| CENTRAL TRUST Co | 83,688 | -2,113 | $5.4M | +$1.8M | -2.5% |
| SPROTT INC. | 70,424 | -76,470 | $4.5M | -$1.7M | -52.0% |
| HUNTINGTON NATIONAL BANK | 89,683 | -7,483 | $5.8M | +$1.7M | -7.7% |
| TD Waterhouse Canada Inc. | 143,452 | -29,402 | $9.2M | +$1.6M | -17.0% |
| MGO ONE SEVEN LLC | 97,741 | -12,436 | $6.3M | +$1.6M | -11.3% |
| CACTI ASSET MANAGEMENT LLC | 20,000 | -50,200 | $1.3M | -$1.6M | -71.5% |
| Granite Bay Wealth Management, LLC | 143,718 | -37,244 | $9.3M | +$1.6M | -20.6% |
| HB Wealth Management, LLC | 76,780 | -4,097 | $4.9M | +$1.5M | -5.1% |
| Wellington Shields Capital Management, LLC | 68,602 | -700 | $4.4M | +$1.5M | -1.0% |
| NTV Asset Management LLC | 140,190 | -38,778 | $9.0M | +$1.4M | -21.7% |
| PGIM Custom Harvest LLC | 68,365 | -1,510 | $4.4M | +$1.4M | -2.2% |
| INSPIRE TRUST CO, N.A. | 65,000 | 0 | $4.2M | +$1.4M | 0.0% |
| Arkadios Wealth Advisors | 151,559 | -45,116 | $9.8M | +$1.4M | -22.9% |
| Bank of New York Mellon Corp | 322,195 | -134,074 | $20.8M | +$1.4M | -29.4% |
| Jackson Hole Capital Partners, LLC | 64,669 | -160 | $4.2M | +$1.4M | -0.2% |
| Pallas Capital Advisors LLC | 63,350 | 0 | $4.1M | +$1.4M | 0.0% |
| Perigon Wealth Management, LLC | 63,487 | -871 | $4.1M | +$1.4M | -1.4% |
| Hamilton Wealth, LLC | 16,689 | -47,613 | $1.1M | -$1.4M | -74.0% |
| CIBC Private Wealth Group LLC | 72,077 | -5,675 | $4.6M | +$1.3M | -7.3% |
| Farther Finance Advisors, LLC | 81,607 | -73,674 | $5.3M | -$1.3M | -47.4% |
| Shepherd Financial Partners LLC | 78,105 | -9,457 | $5.0M | +$1.3M | -10.8% |
| MERITAGE PORTFOLIO MANAGEMENT | 9,470 | -35,924 | $610.1K | -$1.3M | -79.1% |
| RIK SAYLOR FINANCIAL, INC. | 59,645 | -113 | $3.8M | +$1.3M | -0.2% |
| Williams & Novak, LLC | 65,560 | -3,259 | $4.2M | +$1.3M | -4.7% |
| Fielder Capital Group LLC | 90,417 | -16,757 | $5.8M | +$1.3M | -15.6% |
| Vanguard Capital Wealth Advisors | 32,292 | -47,044 | $2.1M | -$1.3M | -59.3% |
| SAPIENT CAPITAL LLC | 58,180 | -6,224 | $4.0M | +$1.3M | -9.7% |
| Synergy Asset Management, LLC | 14,772 | -45,653 | $951.6K | -$1.3M | -75.5% |
| Good Steward Wealth Advisors,LLC | 10,491 | -34,880 | $675.8K | -$1.2M | -76.9% |
| Members Advisory Group LLC | 67,751 | -64,674 | $4.4M | -$1.2M | -48.8% |
| FineMark National Bank & Trust | 57,407 | -866 | $3.7M | +$1.2M | -1.5% |
| Barnes Dennig Private Wealth Management LLC | 67,885 | -6,465 | $4.4M | +$1.2M | -8.7% |
| Itau Unibanco Holding S.A. | 3,954 | -30,572 | $254.7K | -$1.2M | -88.5% |
| Sound View Wealth Advisors Group, LLC | 54,405 | -311 | $3.5M | +$1.2M | -0.6% |
| Lake Hills Wealth Management, LLC | 91,964 | -19,987 | $5.9M | +$1.2M | -17.9% |
| Empowered Funds, LLC | 24,947 | -40,573 | $1.6M | -$1.2M | -61.9% |
| Tactive Advisors, LLC | 8,998 | -32,210 | $579.7K | -$1.2M | -78.2% |
| ARVEST INVESTMENTS, INC. | 21,916 | -38,822 | $1.4M | -$1.2M | -63.9% |
| Centennial Wealth Advisory LLC | 52,211 | -300 | $3.4M | +$1.1M | -0.6% |
| U.S. Capital Wealth Advisors, LLC | 103,737 | -27,759 | $6.7M | +$1.1M | -21.1% |
| PRIMORIS WEALTH ADVISORS, LLC | 54,080 | -2,250 | $3.5M | +$1.1M | -4.0% |
| Bulltick Wealth Management, LLC | 47,424 | 0 | $3.1M | +$1.0M | 0.0% |
| Empire Financial Management Company, LLC | 48,547 | -892 | $3.1M | +$1.0M | -1.8% |
| Mezzasalma Advisors, LLC | 47,152 | -1,445 | $3.1M | +$1.0M | -3.0% |
| Strategic Blueprint, LLC | 64,522 | -9,486 | $4.2M | +$1.0M | -12.8% |
| Cushing Capital Partners, LLC | 58,921 | -6,775 | $3.8M | +$1.0M | -10.3% |
| PRINCIPAL SECURITIES, INC. | 48,487 | -2,000 | $3.1M | +$984.4K | -4.0% |
| Focus Financial Network, Inc. | 36,262 | -41,796 | $2.3M | -$971.3K | -53.5% |
| SILVER OAK SECURITIES, INCORPORATED | 40,385 | -2,551 | $2.8M | +$966.6K | -5.9% |
| TD PRIVATE CLIENT WEALTH LLC | 50,546 | -3,850 | $3.3M | +$951.4K | -7.1% |
| INVESTMENT PARTNERS, LTD. | 42,900 | 0 | $2.8M | +$945.9K | 0.0% |
| IMG Wealth Management, Inc. | 21,306 | -33,140 | $1.4M | -$934.3K | -60.9% |
| One Charles Private Wealth Services, LLC | 45,617 | -2,093 | $2.9M | +$917.2K | -4.4% |
| Fifth Third Securities, Inc. | 143,038 | -95,688 | $9.2M | -$900.3K | -40.1% |
| M&T Bank Corp | 40,671 | 0 | $2.6M | +$896.8K | 0.0% |
| WHITTIER TRUST CO | 29,542 | -503 | $2.2M | +$870.0K | -1.7% |
| E&G Advisors, LP | 39,706 | -360 | $2.6M | +$860.3K | -0.9% |
| Alamea Verwaltungs GmbH | 33,460 | 0 | $2.3M | +$851.9K | 0.0% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 39,250 | -750 | $2.5M | +$833.7K | -1.9% |
| EHRLICH FINANCIAL GROUP | 7,658 | -23,512 | $493.3K | -$827.3K | -75.4% |
| Avior Wealth Management, LLC | 46,254 | -4,868 | $3.0M | +$813.6K | -9.5% |
| CAPITAL ADVISORS INC/OK | 36,010 | -254 | $2.3M | +$783.3K | -0.7% |
| Focus Partners Advisor Solutions, LLC | 3,279 | -19,656 | $211.2K | -$783.0K | -85.7% |
| WEALTHSPAN PARTNERS, LLC | 38,244 | -1,436 | $2.5M | +$782.4K | -3.6% |
| Ausdal Financial Partners, Inc. | 40,136 | -2,514 | $2.6M | +$778.5K | -5.9% |
| OneDigital Investment Advisors LLC | 44,238 | -4,674 | $2.8M | +$777.4K | -9.6% |
| CoreCap Advisors, LLC | 72,478 | -20,626 | $4.7M | +$724.2K | -22.1% |
| SilverOak Wealth Management LLC | 32,681 | 0 | $2.1M | +$720.6K | 0.0% |
| RAHLFS CAPITAL, LLC | 32,500 | 0 | $2.1M | +$716.6K | 0.0% |
| Brookwood Investment Group LLC | 106,772 | -38,922 | $6.9M | +$705.2K | -26.7% |
| IronBridge Private Wealth, LLC | 30,504 | 0 | $2.0M | +$672.6K | 0.0% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 30,261 | 0 | $1.9M | +$667.3K | 0.0% |
| Acorn Wealth Advisors, LLC | 31,814 | -823 | $2.0M | +$666.6K | -2.5% |
| MEDICI CAPITAL LLC | 30,000 | 0 | $1.9M | +$661.5K | 0.0% |
| Main Street Financial Solutions, LLC | 38,877 | -4,639 | $2.5M | +$660.7K | -10.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 34,425 | -2,603 | $2.2M | +$648.8K | -7.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 31,022 | -969 | $2.0M | +$643.0K | -3.0% |
| BCS Private Wealth Management, Inc. | 13,065 | -21,910 | $841.6K | -$640.2K | -62.6% |
| BANK OF STOCKTON | 28,890 | 0 | $1.9M | +$637.0K | 0.0% |
| PIN OAK INVESTMENT ADVISORS INC | 7,445 | -7,579 | $523 | -$636.0K | -50.4% |
| Pathstone Holdings, LLC | 42,642 | -7,337 | $2.7M | +$629.4K | -14.7% |
| Sicart Associates LLC | 29,494 | -700 | $1.9M | +$620.7K | -2.3% |
| BENJAMIN EDWARDS INC | 42,320 | -7,877 | $2.7M | +$599.4K | -15.7% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 29,395 | -1,191 | $1.9M | +$597.7K | -3.9% |
| Texas Yale Capital Corp. | 26,750 | 0 | $1.7M | +$589.8K | 0.0% |
| EVERMAY WEALTH MANAGEMENT LLC | 31,158 | -2,306 | $2.0M | +$589.3K | -6.9% |
| HUB Investment Partners, LLC | 29,171 | -1,540 | $1.9M | +$578.0K | -5.0% |
| Resolute Wealth Strategies, LLC | 26,283 | -80 | $1.7M | +$576.2K | -0.3% |
| Zhang Financial LLC | 28,434 | -1,256 | $1.8M | +$573.8K | -4.2% |
| Luminist Capital LLC | 52 | -13,175 | $3.4K | -$557.3K | -99.6% |
| Cypress Wealth Services, LLC | 27,472 | -1,146 | $1.8M | +$557.2K | -4.0% |
| Aviance Capital Partners, LLC | 10,688 | -18,500 | $688.5K | -$548.2K | -63.4% |
| Savant Capital, LLC | 25,973 | -807 | $1.7M | +$538.5K | -3.0% |
| National Wealth Management Group, LLC | 64,048 | -20,645 | $4.1M | +$537.5K | -24.4% |
| Vontobel Holding Ltd. | 38,234 | -7,234 | $2.5M | +$536.6K | -15.9% |
| Rooted Wealth Advisors, Inc. | 21,711 | -5,873 | $1.7M | +$518.6K | -21.3% |
| Trek Financial, LLC | 182,391 | -107,072 | $11.7M | -$514.9K | -37.0% |
| Stenham Asset Management Ltd | 27,700 | -2,300 | $1.8M | +$513.3K | -7.7% |
| FLAGSHIP HARBOR ADVISORS, LLC | 39,064 | -8,241 | $2.5M | +$512.2K | -17.4% |
| Gradient Capital Advisors, LLC | 24,713 | -800 | $1.6M | +$511.0K | -3.1% |
| White Knight Strategic Wealth Advisors, LLC | 26,147 | -1,562 | $1.7M | +$510.4K | -5.6% |
| Broyhill Asset Management, LLC | 23,000 | 0 | $1.5M | +$507.1K | 0.0% |
| Quadcap Wealth Management, LLC | 22,302 | 0 | $1.4M | +$491.8K | 0.0% |
| BTC Capital Management, Inc. | 22,000 | 0 | $1.4M | +$485.1K | 0.0% |
| Exit Wealth Advisors, LLC. | 85,477 | -55,930 | $5.5M | -$485.0K | -39.5% |
| CARY STREET PARTNERS FINANCIAL LLC | 21,820 | -13 | $1.4M | +$480.6K | -0.1% |
| Columbus Macro, LLC | 25,161 | -1,771 | $1.6M | +$479.8K | -6.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22,050 | -282 | $1.4M | +$474.3K | -1.3% |
| Rosenberg Matthew Hamilton | 21,178 | 0 | $1.4M | +$467.0K | 0.0% |
| WJ Financial Advisors LLC | 21,203 | -106 | $1.4M | +$463.0K | -0.5% |
| Clear Street Group Inc. | 16,979 | -19,576 | $1.1M | -$455.0K | -53.5% |
| Conservest Capital Advisors, Inc. | 21,380 | -597 | $1.4M | +$446.1K | -2.7% |
| DCF Advisers, LLC | 72,500 | -27,500 | $4.7M | +$433.4K | -27.5% |
| Argent Trust Co | 32,725 | -6,881 | $2.1M | +$430.0K | -17.4% |
| STAPP WEALTH MANAGEMENT, PLLC | 19,320 | 0 | $1.2M | +$426.0K | 0.0% |
| SS&H Financial Advisors, Inc. | 10,066 | 0 | $648 | -$425.8K | 0.0% |
| Intellus Advisors LLC | 41,460 | -11,540 | $2.7M | +$425.2K | -21.8% |
| L. Roy Papp & Associates, LLP | 19,000 | 0 | $1.2M | +$418.9K | 0.0% |
| Hudock, Inc. | 18,838 | 0 | $1.2M | +$415.4K | 0.0% |
| EQUITABLE TRUST CO | 6,552 | -13,200 | $422.1K | -$414.8K | -66.8% |
| Jaffetilchin Investment Partners, LLC | 20,305 | -798 | $1.3M | +$413.9K | -3.8% |
| WINMILL & CO. INC | 21,070 | -1,250 | $1.4M | +$411.6K | -5.6% |
| NORTHERN TRUST CORP | 28,450 | -5,126 | $1.8M | +$410.1K | -15.3% |
| Clear Harbor Asset Management, LLC | 24,006 | -2,834 | $1.5M | +$409.3K | -10.6% |
| Larson Financial Group LLC | 19,623 | -605 | $1.3M | +$407.1K | -3.0% |
| Professional Financial Advisors, LLC | 29,431 | -24,691 | $1.9M | -$397.2K | -45.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 25,568 | -3,950 | $1.6M | +$396.4K | -13.4% |
| Wealth Management Associates, Inc. | 17,886 | 0 | $1.2M | +$394.4K | 0.0% |
| JOURNEY STRATEGIC WEALTH LLC | 29,323 | -6,046 | $1.9M | +$390.4K | -17.1% |
| MATAURO, LLC | 29,246 | -6,032 | $1.9M | +$389.3K | -17.1% |
| WealthTrust Asset Management, LLC | 19,182 | -978 | $1.2M | +$381.5K | -4.8% |
| Piedmont Capital Management, LLC | 20,120 | -1,161 | $1.3M | +$377.7K | -5.5% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 16,760 | 0 | $1.1M | +$369.6K | 0.0% |
| Clarus Group, Inc. | 16,750 | 0 | $1.1M | +$369.3K | 0.0% |
| Redwood Wealth Management Group, LLC | 16,650 | 0 | $1.1M | +$367.1K | 0.0% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 18,495 | -1,011 | $1.2M | +$365.0K | -5.2% |
| FLC Capital Advisors | 16,500 | 0 | $1.1M | +$363.8K | 0.0% |
| Sharp Financial Services, LLC | 16,450 | 0 | $1.1M | +$362.7K | 0.0% |
| Simmons Bank | 32,749 | -25,586 | $2.1M | -$362.0K | -43.9% |
| AEGIS FINANCIAL CORP | 17,698 | -17,685 | $1.1M | -$359.1K | -50.0% |
| Montis Financial, LLC | 16,208 | -1 | $1.0M | +$357.3K | 0.0% |
| Stablepoint Partners, LLC | 24,055 | -4,270 | $1.5M | +$349.5K | -15.1% |
| MONOGRAPH WEALTH ADVISORS, LLC | 15,800 | 0 | $1.0M | +$348.4K | 0.0% |
| CSS LLC/IL | 42,140 | -30,000 | $2.7M | -$341.9K | -41.6% |
| Cheviot Value Management, LLC | 5,430 | 0 | $573.4K | +$341.5K | 0.0% |
| MISSION WEALTH MANAGEMENT, LP | 15,523 | -37 | $1000.0K | +$340.7K | -0.2% |
| Curran Financial Partners, LLC | 17,102 | -876 | $1.1M | +$340.0K | -4.9% |
| Insight Advisors, LLC/ PA | 16,936 | -895 | $1.1M | +$335.5K | -5.0% |
| DDFG, Inc | 18,635 | -1,850 | $1.2M | +$332.5K | -9.0% |
| Founders Financial Alliance, LLC | 20,245 | -2,976 | $1.3M | +$320.3K | -12.8% |
| Bienville Capital Management, LLC | 18,362 | -2,000 | $1.2M | +$320.1K | -9.8% |
| Verity Asset Management, Inc. | 33,119 | -9,772 | $2.1M | +$316.2K | -22.8% |
| CITY HOLDING CO | 15,945 | -1,055 | $1.0M | +$307.1K | -6.2% |
| Indiana Trust & Investment Management Co | 13,670 | 0 | $880.6K | +$301.4K | 0.0% |
| OAK FAMILY ADVISORS, LLC | 27,263 | -7,284 | $1.8M | +$292.5K | -21.1% |
| Wilmar Advisors LLC | 35,000 | -25,000 | $2.3M | -$287.5K | -41.7% |
| Gen-Wealth Partners Inc | 13,013 | 0 | $838.3K | +$286.9K | 0.0% |
| Evercore Wealth Management, LLC | 32,058 | -10,000 | $2.1M | +$283.2K | -23.8% |
| Sovereign Financial Group, Inc. | 15,623 | -1,466 | $1.0M | +$282.4K | -8.6% |
| Portfolio Strategies, Inc. | 13,489 | -381 | $869.0K | +$281.3K | -2.7% |
| SeaCrest Wealth Management, LLC | 19,176 | -5,069 | $1.4M | +$280.4K | -20.9% |
| BAILARD, INC. | 12,671 | 0 | $816.3K | +$279.4K | 0.0% |
| Hedges Asset Management LLC | 12,500 | 0 | $805.3K | +$275.6K | 0.0% |
| UHLMANN PRICE SECURITIES, LLC | 13,121 | -347 | $845.3K | +$274.6K | -2.6% |
| Apollon Financial, LLC | 3,548 | -8,313 | $228.6K | -$274.0K | -70.1% |
| S.A. Mason LLC | 12,955 | -295 | $834.6K | +$273.2K | -2.2% |
| CUTLER INVESTMENT COUNSEL LLC | 12,286 | 0 | $791.5K | +$270.9K | 0.0% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 12,230 | 0 | $787.9K | +$269.7K | 0.0% |
| MARATHON CAPITAL MANAGEMENT | 12,525 | -165 | $806.9K | +$269.2K | -1.3% |
| Belpointe Asset Management LLC | 21,975 | -17,785 | $1.4M | -$269.0K | -44.7% |
| Koshinski Asset Management, Inc. | 30,001 | -9,270 | $1.9M | +$268.8K | -23.6% |
| Brown Miller Wealth Management, LLC | 12,086 | 0 | $778.6K | +$266.5K | 0.0% |
| Pilgrim Partners Asia Pte Ltd | 900 | -2,060 | $388.5K | +$263.1K | -69.6% |
| Cavalier Investments, LLC | 11,846 | 0 | $763.1K | +$261.2K | 0.0% |
| REGIONS FINANCIAL CORP | 65,298 | -27,832 | $4.2M | +$260.6K | -29.9% |
| Madison Wealth Partners, Inc | 11,638 | 0 | $749.7K | +$256.6K | 0.0% |
| Rossby Financial, LCC | 63,400 | -37,700 | $4.1M | -$254.0K | -37.3% |
| PFG Advisors | 33,662 | -11,547 | $2.2M | +$253.0K | -25.5% |
| Ironwood Financial, llc | 7,735 | -468 | $597.4K | +$249.8K | -5.7% |
| VestGen Investment Management | 12,930 | -864 | $833.0K | +$248.5K | -6.3% |
| HBW ADVISORY SERVICES LLC | 15,977 | -14,143 | $1.0M | -$246.9K | -47.0% |
| Laurel Wealth Advisors LLC | 8,661 | -891 | $557.9K | +$244.5K | -9.3% |
| GPS Wealth Strategies Group, LLC | 433 | -5,972 | $27.9K | -$243.5K | -93.2% |
| Beaumont Financial Advisors, LLC | 15,962 | -14,010 | $1.0M | -$241.6K | -46.7% |
| BURKE & HERBERT BANK & TRUST CO | 4,610 | -8,075 | $297.0K | -$240.5K | -63.6% |
| Premier Financial Group | 16,296 | -3,145 | $1.1M | +$239.0K | -16.2% |
| Miller Financial Services LLC | 36,449 | -13,598 | $2.4M | +$238.3K | -27.2% |
| Segment Wealth Management, LLC | 10,600 | 0 | $682.9K | +$233.7K | 0.0% |
| Activest Wealth Management | 10,443 | 0 | $672.7K | +$230.3K | 0.0% |
| Pinnacle Wealth Planning Services, Inc. | 10,431 | 0 | $672.0K | +$230.0K | 0.0% |
| Alternative Investment Advisors, LLC. | 11,237 | -20,227 | $723.9K | -$227.5K | -64.3% |
| EVERPAR ADVISORS LLC | 10,291 | 0 | $662.9K | +$226.9K | 0.0% |
| Ignite Planners, LLC | 11,927 | -3,970 | $899.8K | +$226.2K | -25.0% |
| Hardin Capital Partners, LLC | 9,987 | 0 | $643.4K | +$220.2K | 0.0% |
| Westmount Partners, LLC | 11,764 | -796 | $757.8K | +$218.9K | -6.3% |
| Ironsides Asset Advisors, LLC | 12,100 | -1,200 | $779.5K | +$216.0K | -9.0% |
| Bellecapital International Ltd. | 9,741 | 0 | $627.5K | +$214.8K | 0.0% |
| KFG WEALTH MANAGEMENT, LLC | 10,656 | -524 | $686.4K | +$212.8K | -4.7% |
| TRUSTMARK BANK TRUST DEPARTMENT | 9,627 | 0 | $620.2K | +$212.3K | 0.0% |
| Pinnacle Bancorp, Inc. | 9,771 | -85 | $629.4K | +$211.8K | -0.9% |
| BARD ASSOCIATES INC | 9,260 | -9,819 | $596.5K | -$211.8K | -51.5% |
| Ardent Capital Management, Inc. | 9,500 | 0 | $612.0K | +$209.5K | 0.0% |
| American Trust | 9,358 | -2 | $602.8K | +$206.2K | -0.0% |
| Plancorp, LLC | 9,344 | 0 | $601.9K | +$206.0K | 0.0% |
| WEATHERLY ASSET MANAGEMENT L. P. | 9,355 | -25 | $602.6K | +$205.2K | -0.3% |
| Artemis Wealth Advisors, LLC | 9,244 | 0 | $595.5K | +$203.8K | 0.0% |
| Tradition Wealth Management, LLC | 10,078 | -460 | $649.2K | +$202.7K | -4.4% |
| Stratos Investment Management, LLC | 12,092 | -1,522 | $779.0K | +$202.1K | -11.2% |
| Lansing Street Advisors | 25,435 | -8,481 | $1.6M | +$201.5K | -25.0% |
| Mayflower Financial Advisors, LLC | 9,233 | -53 | $594.8K | +$201.3K | -0.6% |
| Wilmington Savings Fund Society, FSB | 9,208 | -50 | $593.2K | +$200.9K | -0.5% |
| Financial Designs Corp | 10,095 | -144 | $650.3K | +$199.7K | -1.4% |
| Interchange Capital Partners, LLC | 9,038 | 0 | $582.2K | +$199.3K | 0.0% |
| IHT Wealth Management, LLC | 183,650 | -90,894 | $11.8M | +$198.3K | -33.1% |
| Comprehensive Financial Consultants Institutional, Inc. | 9,757 | -408 | $628.5K | +$197.9K | -4.0% |
| Jessup Wealth Management, Inc | 1,155 | -5,263 | $74.4K | -$197.5K | -82.0% |
| WMG Financial Advisors, LLC | 8,350 | -8,986 | $537.9K | -$196.6K | -51.8% |
| BNC WEALTH MANAGEMENT, LLC | 9,000 | -200 | $579.8K | +$190.0K | -2.2% |
| Private Advisory Group LLC | 8,634 | -34 | $556.2K | +$188.9K | -0.4% |
| Horizon Investments, LLC | 6,593 | -148,923 | $424.7K | +$184.7K | -95.8% |
| Lakeridge Wealth Management LLC | 8,254 | 0 | $531.7K | +$182.0K | 0.0% |
| Baker Ellis Asset Management LLC | 8,200 | 0 | $528.2K | +$180.8K | 0.0% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 14,405 | -3,246 | $928.0K | +$180.1K | -18.4% |
| Commonwealth Financial Services, LLC | 8,322 | -99 | $536.1K | +$179.3K | -1.2% |
| Goldstone Financial Group, LLC | 8,149 | -46 | $525.0K | +$177.7K | -0.6% |
| Wealth Alliance Advisory Group, LLC | 8,211 | -90 | $529.0K | +$177.2K | -1.1% |
| Radnor Capital Management, LLC | 3,500 | -6,000 | $225.5K | -$177.0K | -63.1% |
| Calamos Wealth Management LLC | 8,000 | 0 | $515.4K | +$176.4K | 0.0% |
| North Forty Two & Co. | 7,872 | 0 | $507.1K | +$173.6K | 0.0% |
| Arkfeld Wealth Strategies, L.L.C. | 6,274 | 0 | $445.2K | +$172.2K | 0.0% |
| Compound Planning, Inc. | 8,096 | -191 | $521.5K | +$170.4K | -2.3% |
| JT Stratford LLC | 8,186 | -243 | $527.3K | +$170.2K | -2.9% |
| ALTERNA WEALTH MANAGEMENT, INC | 9,905 | -1,214 | $638.1K | +$167.0K | -10.9% |
| Fi3 FINANCIAL ADVISORS, LLC | 7,501 | 0 | $483.2K | +$165.4K | 0.0% |
| 1ST SOURCE BANK | 7,500 | 0 | $483.1K | +$165.4K | 0.0% |
| LVW Advisors, LLC | 9,566 | -1,078 | $616.2K | +$165.3K | -10.1% |
| LAZARI CAPITAL MANAGEMENT, INC. | 7,493 | 0 | $482.7K | +$165.2K | 0.0% |
| Lantern Wealth Advisors, LLC | 7,460 | 0 | $480.6K | +$164.5K | 0.0% |
| Journey Advisory Group, LLC | 17,994 | -5,490 | $1.2M | +$164.2K | -23.4% |
| Modera Wealth Management, LLC | 7,415 | 0 | $477.7K | +$163.5K | 0.0% |
| Haverford Trust Co | 7,351 | 0 | $473.6K | +$162.1K | 0.0% |
| Valtinson Bruner Financial Planning LLC | 7,313 | -5 | $471.1K | +$161.0K | -0.1% |
| Investment Advisory Group, LLC | 8,013 | -384 | $516.2K | +$160.4K | -4.6% |
| EXENCIAL WEALTH ADVISORS, LLC | 8,524 | -671 | $549.1K | +$159.5K | -7.3% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14,904 | -4,045 | $960.1K | +$157.2K | -21.3% |
| FORTRESS PRIVATE LEDGER, LLC | 7,089 | 0 | $456.7K | +$156.3K | 0.0% |
| Adams Asset Advisors, LLC | 7,000 | 0 | $450.9K | +$154.3K | 0.0% |
| United Capital Management of KS, Inc. | 6,996 | -3 | $450.7K | +$154.1K | -0.0% |
| Fortress Financial Solutions, LLC | 7,152 | -107 | $460.7K | +$153.2K | -1.5% |
| Firestone Capital Management | 7,760 | -7,638 | $499.9K | -$152.5K | -49.6% |
| BLB&B Advisors, LLC | 10,664 | -1,980 | $687.0K | +$151.2K | -15.7% |
| Wealth Advisors of Iowa, LLC | 6,822 | 0 | $439.5K | +$150.4K | 0.0% |
| Thomasville National Bank | 7,686 | -450 | $495.1K | +$150.4K | -5.5% |
| WORLD EQUITY GROUP, INC. | 7,035 | -132 | $453.2K | +$149.5K | -1.8% |
| Broadway Wealth Solutions, Inc. | 6,852 | -66 | $441.4K | +$148.3K | -0.9% |
| Blue Zone Wealth Advisors, LLC | 6,720 | 0 | $432.9K | +$148.2K | 0.0% |
| RKL Wealth Management LLC | 6,711 | 0 | $432.3K | +$148.0K | 0.0% |
| Straight Path Wealth Management | 6,691 | 0 | $431.0K | +$147.5K | 0.0% |
| Stonehearth Capital Management, LLC | 6,682 | 0 | $430.5K | +$147.3K | 0.0% |
| Cannell & Spears LLC | 6,665 | 0 | $429.4K | +$147.0K | 0.0% |
| BridgePort Financial Solutions, LLC | 8,019 | -763 | $516.6K | +$144.5K | -8.7% |
| All Terrain Financial Advisors, LLC | 6,542 | 0 | $421.4K | +$144.3K | 0.0% |
| Schneider Downs Wealth Management Advisors, LP | 6,537 | 0 | $421.1K | +$144.1K | 0.0% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 6,530 | 0 | $420.7K | +$144.0K | 0.0% |
| J. Safra Sarasin Holding AG | 9,594 | -1,600 | $618.0K | +$143.8K | -14.3% |
| LVZ, Inc. | 7,571 | -550 | $487.7K | +$143.6K | -6.8% |
| UMB Bank, n.a. | 6,506 | 0 | $419.1K | +$143.5K | 0.0% |
| Aberdeen Wealth Management LLC | 6,825 | -200 | $439.7K | +$142.0K | -2.8% |
| BOKF, NA | 6,257 | 0 | $403.1K | +$138.0K | 0.0% |
| Cassaday & Co Wealth Management LLC | 9,138 | -1,500 | $588.7K | +$137.9K | -14.1% |
| Great Diamond Partners, LLC | 9,466 | -1,685 | $609.8K | +$137.3K | -15.1% |
| Weitzel Financial Services, Inc. | 7,261 | 0 | $477.4K | +$137.2K | 0.0% |
| Oliver Luxxe Assets LLC | 6,180 | 0 | $398.1K | +$136.3K | 0.0% |
| Inspire Advisors, LLC | 7,687 | -801 | $495.2K | +$135.6K | -9.4% |
| Heartwood Wealth Advisors LLC | 6,103 | 0 | $393.2K | +$134.6K | 0.0% |
| Aries Wealth Management | 6,100 | 0 | $393.0K | +$134.5K | 0.0% |
| Whitaker-Myers Wealth Managers, LTD. | 7,128 | -562 | $459.2K | +$133.4K | -7.3% |
| Merrion Investment Management Co, LLC | 6,000 | 0 | $386.5K | +$132.3K | 0.0% |
| BlueChip Wealth Advisors LLC | 5,947 | 0 | $383.1K | +$131.1K | 0.0% |
| Clarion Wealth Managment Partners, LLC | 5,930 | 0 | $382.0K | +$130.8K | 0.0% |
| PERSONAL CFO SOLUTIONS, LLC | 17,091 | -11,977 | $1.1M | -$130.6K | -41.2% |
| Financial Life Planners | 5,876 | 0 | $378.5K | +$129.6K | 0.0% |
| RB Capital Management, LLC | 5,850 | 0 | $376.9K | +$129.0K | 0.0% |
| NBC SECURITIES, INC. | 7,283 | -760 | $469.2K | +$128.4K | -9.4% |
| Allianz SE | 5,788 | 0 | $372.9K | +$127.6K | 0.0% |
| Nemes Rush Group LLC | 5,769 | 0 | $371.6K | +$127.2K | 0.0% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 8,378 | -1,359 | $539.7K | +$127.2K | -13.9% |
| Pines Wealth Management, LLC | 5,750 | 0 | $370.4K | +$126.8K | 0.0% |
| NOTTINGHAM ADVISORS, INC. | 5,733 | 0 | $369.3K | +$126.4K | 0.0% |
| Capital Management Associates, Inc | 5,650 | 0 | $364.0K | +$124.6K | 0.0% |
| Royal Capital Wealth Management, LLC | 7,017 | -720 | $452.0K | +$124.2K | -9.3% |
| Heritage Trust Co | 5,536 | 0 | $356.6K | +$122.1K | 0.0% |
| CAP Partners, LLC | 5,530 | 0 | $356.2K | +$121.9K | 0.0% |
| Per Stirling Capital Management, LLC. | 6,186 | -342 | $398.5K | +$121.9K | -5.2% |
| Trueblood Wealth Management, LLC | 5,509 | 0 | $354.9K | +$121.5K | 0.0% |
| Golden State Wealth Management, LLC | 10,209 | -2,480 | $657.7K | +$120.0K | -19.5% |
| HOWARD FINANCIAL SERVICES, LTD. | 5,531 | -68 | $356.3K | +$119.1K | -1.2% |
| CFO4Life Group, LLC | 5,390 | 0 | $347.2K | +$118.8K | 0.0% |
| Weaver Capital Management LLC | 5,385 | 0 | $346.9K | +$118.7K | 0.0% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 6,300 | -500 | $405.8K | +$117.7K | -7.3% |
| MANCHESTER FINANCIAL INC | 7,464 | -1,131 | $480.8K | +$116.7K | -13.2% |
| Trilogy Capital Inc. | 6,604 | -684 | $425.4K | +$116.6K | -9.4% |
| DENVER WEALTH MANAGEMENT, INC. | 7,477 | -1,143 | $481.7K | +$116.4K | -13.3% |
| Alpha Financial Partners, LLC | 6,520 | -650 | $420.0K | +$116.2K | -9.1% |
| Cornerstone Management, Inc. | 7,032 | -936 | $453.0K | +$115.4K | -11.7% |
| Modern Wealth Management, LLC | 14,780 | -6,952 | $952.1K | +$115.0K | -32.0% |
| DAYMARK WEALTH PARTNERS, LLC | 6,594 | -745 | $424.8K | +$113.8K | -10.2% |
| Inlight Wealth Management, LLC | 5,087 | 0 | $327.7K | +$112.2K | 0.0% |
| Holistic Financial Partners | 5,066 | 0 | $326.4K | +$111.7K | 0.0% |
| ADIRONDACK TRUST CO | 5,217 | -101 | $336.1K | +$110.8K | -1.9% |
| Pandora Wealth, Inc. | 5,000 | 0 | $322.1K | +$110.3K | 0.0% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 5,000 | 0 | $322.1K | +$110.3K | 0.0% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 4,979 | 0 | $320.7K | +$109.8K | 0.0% |
| Perennial Advisors, LLC | 4,934 | 0 | $317.8K | +$108.8K | 0.0% |
| D'Orazio & Associates, Inc. | 4,876 | 0 | $314.1K | +$107.5K | 0.0% |
| Kure Advisory, LLC | 4,961 | -53 | $319.6K | +$107.1K | -1.1% |
| Centurion Wealth Management LLC | 4,841 | 0 | $311.9K | +$106.7K | 0.0% |
| STRATEGY ASSET MANAGERS LLC | 4,872 | -26 | $313.9K | +$106.3K | -0.5% |
| Integrity Wealth Solutions LLC | 4,817 | 0 | $310.3K | +$106.2K | 0.0% |
| WT Wealth Management | 7,870 | -1,589 | $507.0K | +$106.2K | -16.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11,634 | -3,550 | $749.5K | +$106.1K | -23.4% |
| Andina Capital Management, LLC | 5,382 | -315 | $346.7K | +$105.3K | -5.5% |
| Miracle Mile Advisors, LLC | 7,783 | -1,567 | $501.4K | +$105.2K | -16.8% |
| Bell Investment Advisors, Inc | 4,675 | 0 | $301.2K | +$103.1K | 0.0% |
| Black Diamond Financial, LLC | 5,026 | -200 | $323.8K | +$102.3K | -3.8% |
| Obermeyer Wealth Partners | 6,761 | -1,128 | $435.5K | +$101.3K | -14.3% |
| BRAVE ASSET MANAGEMENT INC | 7,816 | -1,707 | $503.5K | +$100.0K | -17.9% |
| Barnes Wealth Management Group, Inc | 8,825 | -2,245 | $568.5K | +$99.5K | -20.3% |
| ACCREDITED INVESTOR SERVICES, LLC | 4,656 | -99 | $299.9K | +$98.5K | -2.1% |
| TOMPKINS FINANCIAL CORP | 4,432 | 0 | $285.5K | +$97.7K | 0.0% |
| Cyndeo Wealth Partners, LLC | 4,770 | -203 | $307.3K | +$96.6K | -4.1% |
| Atlas Wealth Partners, LLC | 4,699 | -248 | $302.7K | +$93.1K | -5.0% |
| Truvestments Capital LLC | 4,168 | 0 | $268.5K | +$91.9K | 0.0% |
| Pacific Sage Partners, LLC | 5,325 | -622 | $343.0K | +$91.1K | -10.4% |
| Tennessee Valley Asset Management Partners | 4,682 | -397 | $301.6K | +$86.4K | -7.8% |
| Lloyd Advisory Services, LLC. | 4,655 | -424 | $299.9K | +$84.7K | -8.3% |
| Rinkey Investments | 6,100 | -1,210 | $393.0K | +$83.2K | -16.6% |
| Orion Capital Management LLC | 3,689 | 0 | $237.6K | +$81.3K | 0.0% |
| JFS WEALTH ADVISORS, LLC | 3,673 | 0 | $236.6K | +$81.0K | 0.0% |
| Verdence Capital Advisors LLC | 10,934 | -7,558 | $704.4K | -$79.7K | -40.9% |
| Westfuller Advisors, LLC | 3,510 | 0 | $226.1K | +$77.4K | 0.0% |
| OPTIMA CAPITAL LLC | 14,363 | -5,678 | $925.3K | +$76.1K | -28.3% |
| Key Client Fiduciary Advisors, LLC | 6,556 | -1,636 | $422.3K | +$75.2K | -20.0% |
| Cornerstone Planning Group LLC | 1,281 | -76 | $135.3K | +$75.1K | -5.6% |
| Wellington Shields & Co., LLC | 3,400 | 0 | $219.0K | +$75.0K | 0.0% |
| Heritage Wealth Advisors | 3,382 | 0 | $217.9K | +$74.6K | 0.0% |
| HBK Sorce Advisory LLC | 9,072 | -2,605 | $636.8K | +$72.4K | -22.3% |
| SageView Advisory Group, LLC | 4,369 | -672 | $281.4K | +$67.9K | -13.3% |
| Concord Wealth Partners | 3,066 | 0 | $197.5K | +$67.6K | 0.0% |
| BankPlus Trust Department | 3,063 | 0 | $197.3K | +$67.5K | 0.0% |
| Madden Advisory Services, Inc. | 5,265 | -4,312 | $339.2K | -$66.6K | -45.0% |
| ALBION FINANCIAL GROUP /UT | 3,000 | 0 | $193.3K | +$66.2K | 0.0% |
| Aviso Financial Inc. | 3,394 | -250 | $218.7K | +$64.3K | -6.9% |
| PROATHLETE WEALTH MANAGEMENT LLC | 3,537 | -350 | $227.9K | +$63.2K | -9.0% |
| CGC Financial Services, LLC | 2,800 | 0 | $180.4K | +$61.7K | 0.0% |
| Dunhill Financial, LLC | 2,750 | 0 | $177.2K | +$60.6K | 0.0% |
| City State Bank | 2,796 | -30 | $180.1K | +$60.4K | -1.1% |
| Pure Financial Advisors, LLC | 4,312 | -823 | $277.8K | +$60.2K | -16.0% |
| TRUST CO OF TOLEDO NA /OH/ | 2,672 | 0 | $172.1K | +$58.9K | 0.0% |
| Laidlaw Wealth Management LLC | 14,263 | -6,039 | $918.8K | +$58.6K | -29.7% |
| Gibbs Wealth Management | 7,046 | -7,678 | $510.0K | +$53.7K | -52.1% |
| Bare Financial Services, Inc | 2,427 | 0 | $156.3K | +$53.5K | 0.0% |
| Atlantic Union Bankshares Corp | 2,568 | -75 | $165.4K | +$53.4K | -2.8% |
| Robinson Value Management, Ltd. | 54,259 | -29,490 | $3.5M | -$53.1K | -35.2% |
| Gold Investment Management Ltd. | 2,328 | 0 | $150.0K | +$51.4K | 0.0% |
| Spectrum Planning & Advisory Services Inc. | 10,584 | -6,715 | $681.8K | -$51.1K | -38.8% |
| WealthShield Partners, LLC | 10,842 | -6,802 | $698.4K | -$49.1K | -38.5% |
| GoalVest Advisory LLC | 1,507 | -1,924 | $97.1K | -$48.3K | -56.1% |
| Glass Jacobson Investment Advisors llc | 2,180 | 0 | $140.4K | +$48.1K | 0.0% |
| FIRST HORIZON CORP | 2,236 | -31 | $144.0K | +$48.0K | -1.4% |
| GODSEY & GIBB, INC | 2,121 | 0 | $136.6K | +$46.8K | 0.0% |
| Parkside Financial Bank & Trust | 2,096 | 0 | $135.0K | +$46.2K | 0.0% |
| PROFFITT & GOODSON INC | 2,050 | 0 | $132.1K | +$45.2K | 0.0% |
| OneAscent Financial Services LLC | 4,419 | -1,252 | $284.7K | +$44.4K | -22.1% |
| Pingora Partners LLC | 2,000 | 0 | $128.8K | +$44.1K | 0.0% |
| MONETARY MANAGEMENT GROUP INC | 2,000 | 0 | $128.8K | +$44.1K | 0.0% |
| MPWM ADVISORY SOLUTIONS, LLC | 2,000 | 0 | $128.8K | +$44.1K | 0.0% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 1,925 | 0 | $124.0K | +$42.4K | 0.0% |
| FIRST COMMUNITY TRUST NA | 1,825 | 0 | $117.6K | +$40.2K | 0.0% |
| Community Bank, N.A. | 2,010 | -100 | $129.5K | +$40.1K | -4.7% |
| Cherry Tree Wealth Management, LLC | 1,789 | 0 | $115.2K | +$39.4K | 0.0% |
| SOA Wealth Advisors, LLC. | 1,768 | 0 | $113.9K | +$39.0K | 0.0% |
| B.O.S.S. Retirement Advisors, LLC | 5,582 | -1,992 | $359.6K | +$38.7K | -26.3% |
| Csenge Advisory Group | 16,402 | -7,631 | $1.1M | +$38.4K | -31.8% |
| Intellectus Partners, LLC | 32,785 | -17,950 | $2.1M | -$37.6K | -35.4% |
| Prostatis Group LLC | 4,162 | -1,289 | $268.1K | +$37.2K | -23.6% |
| Vermillion & White Wealth Management Group, LLC | 1,655 | 0 | $106.6K | +$36.5K | 0.0% |
| Berger Financial Group, Inc | 12,149 | -7,175 | $782.6K | -$36.1K | -37.1% |
| NWI MANAGEMENT LP | 125,000 | -879,700 | $8.1K | -$34.5K | -87.5% |
| Atlantic Edge Private Wealth Management, LLC | 1,550 | 0 | $99.9K | +$34.2K | 0.0% |
| SWAN Capital LLC | 507 | -1,048 | $32.7K | -$33.2K | -67.4% |
| Axecap Investments, LLC | 4,006 | -1,330 | $258.1K | +$32.0K | -24.9% |
| Decker Retirement Planning Inc. | 1,444 | 0 | $93.0K | +$31.8K | 0.0% |
| Johnson Financial Group, Inc. | 1,440 | 0 | $92.8K | +$31.8K | 0.0% |
| GAMMA Investing LLC | 1,366 | 0 | $88.0K | +$30.1K | 0.0% |
| MassMutual Private Wealth & Trust, FSB | 1,250 | 0 | $80.5K | +$27.6K | 0.0% |
| Colonial Trust Co / SC | 1,234 | 0 | $79.5K | +$27.2K | 0.0% |
| THOMPSON DAVIS & CO., INC. | 3,661 | -2,539 | $235.8K | -$26.9K | -41.0% |
| QUADRANT CAPITAL GROUP LLC | 1,200 | 0 | $77.3K | +$26.5K | 0.0% |
| American Wealth Advisors, LLC | 1,198 | 0 | $77.2K | +$26.4K | 0.0% |
| Darwin Wealth Management, LLC | 1,192 | 0 | $76.8K | +$26.3K | 0.0% |
| DUNCKER STREETT & CO INC | 1,181 | 0 | $76.1K | +$26.0K | 0.0% |
| Dogwood Wealth Management LLC | 1,128 | 0 | $72.7K | +$24.9K | 0.0% |
| ORG Partners LLC | 1,125 | 0 | $72.5K | +$24.8K | 0.0% |
| PENN DAVIS MCFARLAND INC | 4,000 | -1,500 | $257.7K | +$24.6K | -27.3% |
| Asset Dedication, LLC | 1,109 | 0 | $71.4K | +$24.5K | 0.0% |
| TOTH FINANCIAL ADVISORY CORP | 1,095 | 0 | $70.5K | +$24.1K | 0.0% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 4,292 | -1,673 | $276.5K | +$23.7K | -28.0% |
| Archer Investment Corp | 1,295 | -1,228 | $83.4K | -$23.5K | -48.7% |
| NBT BANK N A /NY | 1,595 | -280 | $102.8K | +$23.3K | -14.9% |
| Richardson Capital Management LLC | 1,035 | 0 | $66.7K | +$22.8K | 0.0% |
| Advantage Trust Co | 1,215 | -100 | $78.3K | +$22.6K | -7.6% |
| Kentucky Trust Co | 1,000 | 0 | $64.4K | +$22.1K | 0.0% |
| Burns Matteson Capital Management, LLC | 2,744 | -910 | $176.8K | +$21.9K | -24.9% |
| Nova Wealth Management, Inc. | 750 | -896 | $48.3K | -$21.4K | -54.4% |
| Granite FO LLC | 950 | 0 | $61.2K | +$20.9K | 0.0% |
| Stegent Equity Advisors, Inc. | 3,635 | -1,400 | $234.2K | +$20.8K | -27.8% |
| HM PAYSON & CO | 7,522 | -5,510 | $484.6K | -$20.6K | -42.3% |
| DiNuzzo Private Wealth, Inc. | 720 | 0 | $46.4K | +$20.3K | 0.0% |
| Independence Bank of Kentucky | 2,720 | -945 | $175.2K | +$19.9K | -25.8% |
| OLD SECOND NATIONAL BANK OF AURORA | 886 | 0 | $57.1K | +$19.5K | 0.0% |
| FIRST UNITED BANK & TRUST | 845 | 0 | $54.4K | +$18.6K | 0.0% |
| BURKETT FINANCIAL SERVICES, LLC | 833 | 0 | $53.7K | +$18.4K | 0.0% |
| Claro Advisors LLC | 4,178 | -1,747 | $269.1K | +$18.1K | -29.5% |
| Smallwood Wealth Investment Management, LLC | 800 | 0 | $51.5K | +$17.6K | 0.0% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 771 | 0 | $49.7K | +$17.0K | 0.0% |
| Abound Wealth Management | 980 | -109 | $63.1K | +$17.0K | -10.0% |
| Transce3nd, LLC | 200 | 0 | $20.3K | +$16.6K | 0.0% |
| Center for Financial Planning, Inc. | 750 | 0 | $48.3K | +$16.5K | 0.0% |
| Nexus Investment Management ULC | 750 | 0 | $48.3K | +$16.5K | 0.0% |
| General Partner, Inc. | 750 | 0 | $48.3K | +$16.5K | 0.0% |
| American Capital Advisory, LLC | 727 | 0 | $46.8K | +$16.0K | 0.0% |
| Root Financial Partners, LLC | 1,352 | -343 | $87.1K | +$15.3K | -20.2% |
| LRI Investments, LLC | 638 | 0 | $41.1K | +$14.1K | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 815,641 | -100,727 | $52.5K | +$13.7K | -11.0% |
| FLAGSHIP WEALTH ADVISORS, LLC | 600 | 0 | $38.7K | +$13.2K | 0.0% |
| BELLEVUE ASSET MANAGEMENT, LLC | 568 | 0 | $36.6K | +$12.5K | 0.0% |
| KELLEHER FINANCIAL ADVISORS | 548 | 0 | $35.3K | +$12.1K | 0.0% |
| DELTA ASSET MANAGEMENT LLC/TN | 530 | 0 | $34.1K | +$11.7K | 0.0% |
| Clearstead Trust, LLC | 522 | 0 | $33.6K | +$11.5K | 0.0% |
| Horizons Wealth Management | 708 | -104 | $45.6K | +$11.2K | -12.8% |
| Stephens Consulting, LLC | 500 | 0 | $32.2K | +$11.0K | 0.0% |
| ALERUS FINANCIAL NA | 608 | -78 | $39.2K | +$10.1K | -11.4% |
| SLT Holdings LLC | 5,491 | -3,096 | $353.7K | -$10.1K | -36.0% |
| AIFG Consultants Ltd. | 5,864 | -3,279 | $377.8K | -$9.6K | -35.9% |
| Fairscale Capital, LLC | 390 | 0 | $25.1K | +$8.6K | 0.0% |
| DOLIVER ADVISORS, LP | 11,153 | -5,980 | $718.5K | -$7.4K | -34.9% |
| Financially Speaking Inc | 334 | 0 | $21.5K | +$7.4K | 0.0% |
| Strategic Advocates LLC | 250 | 0 | $17.2K | +$6.7K | 0.0% |
| Game Plan Financial Advisors, LLC | 300 | 0 | $19.3K | +$6.6K | 0.0% |
| Beacon Capital Management, Inc. | 366 | -331 | $23.6K | -$6.0K | -47.5% |
| PFS Partners, LLC | 267 | 0 | $17.2K | +$5.9K | 0.0% |
| Bulwark Capital Corp | 258 | 0 | $16.6K | +$5.7K | 0.0% |
| Seneschal Advisors, LLC | 255 | 0 | $16.4K | +$5.6K | 0.0% |
| Washington Trust Advisors, Inc. | 350 | -50 | $22.5K | +$5.6K | -12.5% |
| OLD NATIONAL BANCORP /IN/ | 10,093 | -5,135 | $650.2K | +$5.0K | -33.7% |
| Quest 10 Wealth Builders, Inc. | 430 | -430 | $27.7K | -$4.6K | -50.0% |
| Midwest Capital Advisors, LLC | 200 | 0 | $12.9K | +$4.4K | 0.0% |
| Financial Perspectives, Inc | 200 | 0 | $12.9K | +$4.4K | 0.0% |
| BARRETT & COMPANY, INC. | 200 | 0 | $12.9K | +$4.4K | 0.0% |
| SJS Investment Consulting Inc. | 67 | -135 | $4.3K | -$4.2K | -66.8% |
| CATALYST FINANCIAL PARTNERS LLC | 6,640 | -3,360 | $427.7K | +$4.0K | -33.6% |
| Horrell Capital Management, Inc. | 180 | 0 | $11.6K | +$4.0K | 0.0% |
| Cedar Mountain Advisors, LLC | 170 | 0 | $11.0K | +$3.7K | 0.0% |
| Financial Management Professionals, Inc. | 700 | -280 | $45.1K | +$3.6K | -28.6% |
| Byrne Asset Management LLC | 160 | 0 | $10.3K | +$3.5K | 0.0% |
| FINANCIAL CONSULATE, INC | 1,458 | -842 | $93.9K | -$3.5K | -36.6% |
| HIGHLINE WEALTH PARTNERS LLC | 875 | -375 | $56.4K | +$3.4K | -30.0% |
| Cranbrook Wealth Management, LLC | 357 | -106 | $23.0K | +$3.4K | -22.9% |
| Clarity Asset Management, Inc. | 152 | 0 | $9.8K | +$3.4K | 0.0% |
| Team Financial Group, LLC | 150 | 0 | $9.7K | +$3.3K | 0.0% |
| GeoWealth Management, LLC | 507 | -187 | $32.7K | +$3.3K | -26.9% |
| Aspect Partners, LLC | 140 | 0 | $9.0K | +$3.1K | 0.0% |
| NKCFO LLC | 125,400 | 0 | $8.1K | +$2.8K | 0.0% |
| CBIZ Investment Advisory Services, LLC | 117 | 0 | $7.5K | +$2.6K | 0.0% |
| Arkos Global Advisors | 18,199 | -68,336 | $1.2K | -$2.5K | -79.0% |
| AMERIFLEX GROUP, INC. | 1,368 | -768 | $88.1K | -$2.4K | -36.0% |
| CVA Family Office, LLC | 100 | 0 | $6.4K | +$2.2K | 0.0% |
| Lummis Asset Management, LP | 85 | 0 | $5.5K | +$1.9K | 0.0% |
| Anchor Investment Management, LLC | 80 | 0 | $5.2K | +$1.8K | 0.0% |
| ORG Wealth Partners, LLC | 70 | 0 | $4.5K | +$1.5K | 0.0% |
| CWM, LLC | 137,639 | -38,629 | $8.9K | +$1.4K | -21.9% |
| STEVENS CAPITAL MANAGEMENT LP | 9,900 | -37,700 | $638 | -$1.4K | -79.2% |
| Cypress Capital Management LLC (WY) | 50 | 0 | $3.2K | +$1.1K | 0.0% |
| Murphy & Mullick Capital Management Corp | 35 | 0 | $2.3K | +$703 | 0.0% |
| INGALLS & SNYDER LLC | 28,650 | -150 | $1.8K | +$626 | -0.5% |
| PARK AVENUE SECURITIES LLC | 41,259 | -7,324 | $2.7K | +$600 | -15.1% |
| Matrix Trust Co | 2,063 | -13,328 | $133 | -$519 | -86.6% |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | 0 | $1.3K | +$441 | 0.0% |
| New Millennium Group LLC | 21 | -21 | $1.4K | -$427 | -50.0% |
| Prudent Man Investment Management, Inc. | 10 | 0 | $645 | +$381 | 0.0% |
| Clayton Financial Group LLC | 60 | -40 | $3.9K | -$371 | -40.0% |
| Arete Wealth Advisors, LLC | 81,302 | -36,339 | $5.2K | +$254 | -30.9% |
| Hunter Perkins Capital Management, LLC | 11,163 | 0 | $719 | +$246 | 0.0% |
| Smithfield Trust Co | 9,443 | 0 | $608 | +$208 | 0.0% |
| Select Asset Management & Trust | 8,000 | 0 | $515 | +$176 | 0.0% |
| Palisades Hudson Asset Management, L.P. | 7,939 | 0 | $511 | +$175 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 7 | 0 | $451 | +$154 | 0.0% |
| Centerpoint Advisors, LLC | 6,850 | 0 | $441 | +$151 | 0.0% |
| JTC Employer Solutions Trustee Ltd | 3,260 | 0 | $210 | +$72 | 0.0% |
| Avion Wealth | 2,436 | 0 | $156 | +$53 | 0.0% |
| TSFG, LLC | 1,950 | 0 | $126 | +$43 | 0.0% |
| Daiwa Securities Group Inc. | 24,350 | -11,800 | $1.6K | +$37 | -32.6% |
| Pacific Center for Financial Services | 2,056 | 0 | $87.1K | $0 | 0.0% |