13F QoQ Ownership Changes
SOMN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 245 new · 849 added · 1138 reduced · 202 exited
New Positions(245)
Added To(849)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 108,057,413 | +1,643,090 | $9.42B | -$662.3M | 1.5% |
| BlackRock, Inc. | 88,563,758 | +1,746,717 | $7.72B | -$504.9M | 2.0% |
| Capital World Investors | 41,142,076 | +7,593,224 | $3.59B | +$408.2M | 22.6% |
| STATE STREET CORP | 61,490,694 | +2,365,771 | $5.36B | -$241.3M | 4.0% |
| Squarepoint Ops LLC | 2,817,320 | +2,407,921 | $245.7M | +$206.9M | 588.1% |
| Soroban Capital Partners LP | 6,093,608 | +1,843,534 | $577.5M | +$174.7M | 43.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 27,259,125 | +384,860 | $2.38B | -$167.2M | 1.4% |
| NORGES BANK | 12,745,981 | +1,862,502 | $1.11B | +$130.0M | 17.1% |
| NewEdge Advisors, LLC | 1,165,694 | +930,945 | $101.6M | +$79.4M | 396.6% |
| Mawer Investment Management Ltd. | 1,767,773 | +969,493 | $154.1M | +$78.5M | 121.4% |
| CITIGROUP INC | 1,937,624 | +885,905 | $169.0M | +$69.3M | 84.2% |
| DEUTSCHE BANK AG\ | 2,764,048 | +819,744 | $241.0M | +$56.8M | 42.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,889,152 | +78,571 | $600.7M | -$44.7M | 1.1% |
| Sterling Capital Management LLC | 516,512 | +491,166 | $45.0M | +$42.6M | 1937.8% |
| Bank of New York Mellon Corp | 7,451,993 | +167,171 | $649.8M | -$40.6M | 2.3% |
| Energy Income Partners, LLC | 1,790,325 | +515,763 | $156.1M | +$35.3M | 40.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,701,098 | +652,260 | $322.7M | +$33.8M | 21.4% |
| NATIONAL BANK OF CANADA /FI/ | 634,117 | +394,344 | $55.3M | +$32.6M | 164.5% |
| Bank Julius Baer & Co. Ltd, Zurich | 721,571 | +399,289 | $63.0M | +$32.5M | 123.9% |
| CREDIT AGRICOLE S A | 383,477 | +334,809 | $33.4M | +$28.8M | 687.9% |
| Nuveen, LLC | 4,573,702 | +95,503 | $398.8M | -$25.6M | 2.1% |
| WELLS FARGO & COMPANY/MN | 4,010,506 | +60,279 | $349.7M | -$24.6M | 1.5% |
| IFM Investors Pty Ltd | 262,122 | +9,127 | $22.9K | -$23.9M | 3.6% |
| Point72 Asset Management, L.P. | 244,700 | +195,400 | $21.3M | +$16.7M | 396.3% |
| TRUIST FINANCIAL CORP | 938,055 | +236,404 | $81.8M | +$15.3M | 33.7% |
| DIMENSIONAL FUND ADVISORS LP | 2,572,103 | +45,757 | $224.3M | -$15.1M | 1.8% |
| Man Group plc | 260,519 | +179,716 | $22.7M | +$15.1M | 222.4% |
| FRANKLIN RESOURCES INC | 15,340,744 | +1,377,723 | $1.34B | +$14.4M | 9.9% |
| RHUMBLINE ADVISERS | 1,943,908 | +7,247 | $169.5M | -$14.0M | 0.4% |
| Invesco Ltd. | 5,356,827 | +284,635 | $467.1M | -$13.6M | 5.6% |
| TUDOR INVESTMENT CORP ET AL | 270,002 | +160,402 | $23.5M | +$13.2M | 146.3% |
| CAPITAL FUND MANAGEMENT S.A. | 399,831 | +167,777 | $34.9M | +$12.9M | 72.3% |
| Gotham Asset Management, LLC | 264,377 | +135,334 | $23.1M | +$10.8M | 104.9% |
| HighTower Advisors, LLC | 1,546,875 | +11,121 | $134.9M | -$10.7M | 0.7% |
| OneDigital Investment Advisors LLC | 161,521 | +120,411 | $14.1M | +$10.2M | 292.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,372,368 | +7,342 | $119.8M | -$9.6M | 0.5% |
| CIBC WORLD MARKET INC. | 136,455 | +109,538 | $11.9M | +$9.3M | 406.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 270,321 | +114,601 | $23.6M | +$8.8M | 73.6% |
| BANK OF MONTREAL /CAN/ | 2,005,086 | +69,794 | $174.8M | -$8.6M | 3.6% |
| LPL Financial LLC | 3,024,030 | +153,021 | $263.7M | -$8.4M | 5.3% |
| Pictet Asset Management Holding SA | 4,265,347 | +255,230 | $371.9M | -$8.1M | 6.4% |
| National Pension Service | 2,900,350 | +146,674 | $252.9M | -$8.1M | 5.3% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 254,540 | +104,570 | $22.2M | +$8.0M | 69.7% |
| Waverly Advisors, LLC | 334,357 | +93,960 | $29.2M | +$6.4M | 39.1% |
| PRINCIPAL FINANCIAL GROUP INC | 1,469,170 | +50,448 | $128.1M | -$6.3M | 3.5% |
| Clark Capital Management Group, Inc. | 853,495 | +2,090 | $74.4M | -$6.3M | 0.2% |
| CIBC Asset Management Inc | 496,353 | +105,589 | $43.3M | +$6.2M | 27.0% |
| Capital Research Global Investors | 825,154 | +394 | $72.0M | -$6.2M | 0.0% |
| ALLIANCEBERNSTEIN L.P. | 1,083,440 | +23,784 | $94.5M | -$5.9M | 2.2% |
| FIRST NATIONAL BANK OF OMAHA | 107,421 | +69,305 | $9.4M | +$5.8M | 181.8% |
| Rakuten Investment Management, Inc. | 144,805 | +67,802 | $12.7M | +$5.8M | 88.0% |
| RAYMOND JAMES FINANCIAL INC | 3,095,082 | +190,385 | $269.9M | -$5.4M | 6.5% |
| Welch Group, LLC | 779,260 | +6,686 | $68.0M | -$5.3M | 0.9% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 77,556 | +57,619 | $7.1M | +$5.2M | 289.0% |
| BROADWATER CAPITAL MANAGEMENT LLC | 2,917,314 | +2,679,937 | $22.4M | +$4.9M | 1129.0% |
| Farther Finance Advisors, LLC | 123,122 | +61,298 | $10.7M | +$4.9M | 99.1% |
| STIFEL FINANCIAL CORP | 1,065,349 | +33,965 | $92.9M | -$4.8M | 3.3% |
| HARBOUR INVESTMENTS, INC. | 81,549 | +56,443 | $7.1M | +$4.7M | 224.8% |
| FORSTA AP-FONDEN | 415,300 | +80,600 | $36.2M | +$4.5M | 24.1% |
| ENVESTNET ASSET MANAGEMENT INC | 2,270,859 | +226,415 | $198.0M | +$4.3M | 11.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2,334,017 | +142,744 | $203.5M | -$4.2M | 6.5% |
| Vinva Investment Management Ltd | 98,261 | +51,195 | $8.6M | +$4.2M | 108.8% |
| DAVENPORT & Co LLC | 137,349 | +54,658 | $12.0M | +$4.1M | 66.1% |
| Capital Investment Advisors, LLC | 635,316 | +9,451 | $55.4M | -$3.9M | 1.5% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 628,228 | +11,115 | $54.8M | -$3.7M | 1.8% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 570,252 | +7,225 | $49.7M | -$3.6M | 1.3% |
| Walleye Trading LLC | 130,200 | +47,200 | $11.4M | +$3.5M | 56.9% |
| ABN AMRO INVESTMENT SOLUTIONS | 43,700 | +38,003 | $3.8M | +$3.4M | 667.1% |
| ALLSTATE CORP | 83,367 | +42,733 | $7.3M | +$3.4M | 105.2% |
| Investment Management Corp of Ontario | 95,045 | +43,436 | $8.3M | +$3.4M | 84.2% |
| NOMURA HOLDINGS INC | 79,566 | +41,768 | $6.9M | +$3.4M | 110.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 681,942 | +29,831 | $59.7M | -$3.2M | 4.6% |
| EASTERN BANK | 51,254 | +37,245 | $4.5M | +$3.1M | 265.9% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 444,753 | +2,489 | $38.8M | -$3.1M | 0.6% |
| Nicholas Wealth, LLC. | 43,790 | +33,541 | $4.0M | +$3.0M | 327.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 340,486 | +58,304 | $29.7M | +$2.9M | 20.7% |
| CAPITAL ADVISORS INC/OK | 1,000,364 | +49,402 | $87.2M | -$2.9M | 5.2% |
| Woodline Partners LP | 187,849 | +42,465 | $16.4M | +$2.6M | 29.2% |
| Allspring Global Investments Holdings, LLC | 366,869 | +2,474 | $32.0M | -$2.6M | 0.7% |
| CI INVESTMENTS INC. | 27,894 | +5,833 | $2.4M | +$2.4M | 26.4% |
| PANAGORA ASSET MANAGEMENT INC | 33,728 | +27,440 | $2.9M | +$2.3M | 436.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 401,771 | +8,644 | $35.0M | -$2.2M | 2.2% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,716 | +897 | $814.6K | -$2.2M | 2.8% |
| GAM Holding AG | 54,433 | +27,483 | $4.7M | +$2.2M | 102.0% |
| Creative Planning | 481,036 | +15,921 | $41.9M | -$2.1M | 3.4% |
| NWAM LLC | 33,715 | +23,177 | $3.1M | +$2.1M | 219.9% |
| Kestra Advisory Services, LLC | 341,749 | +5,169 | $29.8M | -$2.1M | 1.5% |
| Aptus Capital Advisors, LLC | 391,245 | +9,895 | $34.1M | -$2.0M | 2.6% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 195,027 | +36,882 | $17.0M | +$2.0M | 23.3% |
| Advisors Capital Management, LLC | 306,039 | +3,549 | $26.7M | -$2.0M | 1.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 280,415 | +43,194 | $24.5M | +$2.0M | 18.2% |
| CRAWFORD INVESTMENT COUNSEL INC | 261,457 | +202 | $22.8M | -$2.0M | 0.1% |
| MUFG Securities EMEA plc | 45,112 | +24,056 | $3.9M | +$1.9M | 114.2% |
| SEI INVESTMENTS CO | 416,732 | +12,920 | $36.3M | -$1.9M | 3.2% |
| AMERICAN CENTURY COMPANIES INC | 290,212 | +3,679 | $25.3M | -$1.8M | 1.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,263,519 | +162,029 | $197.4M | -$1.8M | 7.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 215,912 | +35,837 | $18.8M | +$1.8M | 19.9% |
| AlphaQuest LLC | 35,023 | +21,204 | $3.1M | +$1.7M | 153.4% |
| Sciencast Management LP | 68,437 | +22,457 | $6.0M | +$1.6M | 48.8% |
| Mirae Asset Global Investments Co., Ltd. | 201,137 | +32,933 | $17.5M | +$1.6M | 19.6% |
| BECKER CAPITAL MANAGEMENT INC | 243,626 | +3,134 | $21.2M | -$1.5M | 1.3% |
| Focus Partners Wealth | 1,415,446 | +128,390 | $123.5M | +$1.5M | 10.0% |
| BANK OF NOVA SCOTIA | 178,952 | +30,493 | $15.6M | +$1.5M | 20.5% |
| Voya Investment Management LLC | 322,457 | +9,973 | $28.1M | -$1.5M | 3.2% |
| Midwest Trust Co | 225,703 | +2,397 | $19.7M | -$1.5M | 1.1% |
| HUNTINGTON NATIONAL BANK | 266,943 | +5,732 | $23.3M | -$1.5M | 2.2% |
| Richard C. Young & CO., LTD. | 226,568 | +2,593 | $19.8M | -$1.5M | 1.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | 73,709 | +21,153 | $6.4M | +$1.4M | 40.2% |
| Corient Private Wealth LLC | 345,270 | +101,605 | $21.7M | -$1.4M | 41.7% |
| Rockefeller Capital Management L.P. | 227,401 | +3,360 | $19.8M | -$1.4M | 1.5% |
| Freestone Capital Holdings, LLC | 100,888 | +22,541 | $8.8M | +$1.4M | 28.8% |
| CapWealth Advisors, LLC | 32,468 | +15,735 | $3.0M | +$1.4M | 94.0% |
| Andra AP-fonden | 29,240 | +16,461 | $2.5M | +$1.3M | 128.8% |
| WCG Wealth Advisors LLC | 28,907 | +16,392 | $2.5M | +$1.3M | 131.0% |
| Quantinno Capital Management LP | 339,247 | +40,760 | $29.6M | +$1.3M | 13.7% |
| HB Wealth Management, LLC | 192,433 | +1,913 | $16.8M | -$1.3M | 1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 249,674 | +6,566 | $21.8M | -$1.3M | 2.7% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,816 | +14,753 | $1.8M | +$1.2M | 243.3% |
| MML INVESTORS SERVICES, LLC | 386,267 | +17,939 | $33.7M | -$1.2M | 4.9% |
| NEOS Investment Management LLC | 153,376 | +24,743 | $13.4M | +$1.2M | 19.2% |
| Lifeworks Advisors, LLC | 68,682 | +17,905 | $6.0M | +$1.2M | 35.3% |
| Carnegie Investment Counsel | 211,962 | +4,612 | $18.5M | -$1.2M | 2.2% |
| Czech National Bank | 290,344 | +10,955 | $25.3M | -$1.2M | 3.9% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,238,217 | +86,731 | $108.0M | -$1.2M | 7.5% |
| Foundations Investment Advisors, LLC | 257,096 | +32,516 | $22.4M | +$1.1M | 14.5% |
| Cerity Partners LLC | 241,120 | +7,450 | $21.0M | -$1.1M | 3.2% |
| Bell Bank | 127,901 | +21,751 | $11.2M | +$1.1M | 20.5% |
| Magellan Asset Management Ltd | 450,612 | +47,355 | $39.3M | +$1.1M | 11.7% |
| Korea Investment CORP | 922,561 | +62,419 | $80.4M | -$1.1M | 7.3% |
| Elo Mutual Pension Insurance Co | 48,072 | +15,070 | $4.2M | +$1.1M | 45.7% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 139,019 | +46 | $12.1M | -$1.0M | 0.0% |
| AlphaCore Capital LLC | 23,581 | +12,842 | $2.1M | +$1.0M | 119.6% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 24,885 | +12,693 | $2.2M | +$1.0M | 104.1% |
| Vise Technologies, Inc. | 43,729 | +14,094 | $3.8M | +$1.0M | 47.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 166,038 | +2,768 | $14.5M | -$994.6K | 1.7% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 151,069 | +1,579 | $13.2M | -$994.0K | 1.1% |
| BAILLIE GIFFORD & CO | 154,618 | +1,888 | $13.5M | -$991.5K | 1.2% |
| CWA Asset Management Group, LLC | 208,204 | +6,191 | $18.2M | -$989.4K | 3.1% |
| FIRST HORIZON CORP | 155,839 | +2,199 | $13.6M | -$971.3K | 1.4% |
| FIL Ltd | 243,321 | +9,198 | $21.2M | -$970.2K | 3.9% |
| NISA INVESTMENT ADVISORS, LLC | 160,641 | +2,598 | $14.0M | -$969.8K | 1.6% |
| Cetera Investment Advisers | 765,126 | +51,191 | $66.7M | -$940.7K | 7.2% |
| MGO ONE SEVEN LLC | 52,496 | +13,992 | $4.6M | +$928.6K | 36.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 126,089 | +317 | $11.0M | -$924.5K | 0.3% |
| ALERUS FINANCIAL NA | 148,126 | +2,159 | $12.9M | -$916.7K | 1.5% |
| Focus Partners Advisor Solutions, LLC | 35,537 | +12,317 | $3.1M | +$915.6K | 53.0% |
| Mariner, LLC | 436,557 | +44,503 | $38.1M | +$914.3K | 11.3% |
| Kovack Advisors, Inc. | 23,213 | +11,479 | $2.0M | +$912.2K | 97.8% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 130,418 | +1,074 | $11.4M | -$885.4K | 0.8% |
| Verity & Verity, LLC | 133,916 | +1,741 | $11.7M | -$848.8K | 1.3% |
| D.A. DAVIDSON & CO. | 99,386 | +16,878 | $8.7M | +$847.2K | 20.4% |
| Independent Advisor Alliance | 148,325 | +2,915 | $12.9M | -$846.6K | 2.0% |
| Tidal Investments LLC | 40,511 | +12,146 | $3.5M | +$844.4K | 42.8% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 128,860 | +1,462 | $11.2M | -$836.9K | 1.1% |
| ABN AMRO Bank N.V. | 32,215 | +11,250 | $2.8M | +$834.2K | 53.7% |
| BCS Wealth Management | 14,238 | +9,808 | $1.2M | +$821.7K | 221.4% |
| Signature Wealth Management Group | 121,142 | +1,120 | $10.6M | -$810.9K | 0.9% |
| JONES FINANCIAL COMPANIES LLLP | 187,652 | +23,064 | $16.4M | +$803.2K | 14.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,491 | +13,000 | $5.1M | +$790.2K | 28.6% |
| STEPHENS INC /AR/ | 120,238 | +1,446 | $10.5M | -$773.2K | 1.2% |
| Sound Income Strategies, LLC | 12,127 | +8,854 | $1.1M | +$763.4K | 270.5% |
| PINNACLE ASSOCIATES LTD | 128,109 | +2,729 | $11.2M | -$711.2K | 2.2% |
| Applied Finance Capital Management, LLC | 20,754 | +9,081 | $1.8M | +$703.5K | 77.8% |
| Concurrent Investment Advisors, LLC | 101,903 | +15,553 | $8.9M | +$702.5K | 18.0% |
| Sequoia Financial Advisors, LLC | 97,526 | +416 | $8.5M | -$698.9K | 0.4% |
| BIP Wealth, LLC | 28,949 | +9,612 | $2.5M | +$691.8K | 49.7% |
| Stamos Capital Partners, L.P. | 26,839 | +9,380 | $2.3M | +$685.8K | 53.7% |
| Banque Cantonale Vaudoise | 7,870 | +379 | $686.0K | +$685.3K | 5.0% |
| Illinois Municipal Retirement Fund | 316,494 | +18,126 | $27.6M | -$678.1K | 6.1% |
| NewEdge Wealth, LLC | 17,634 | +8,088 | $1.5M | +$665.1K | 84.7% |
| Fiduciary Group, LLC | 96,564 | +767 | $8.4M | -$658.3K | 0.8% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 75,800 | +12,929 | $6.6M | +$651.5K | 20.6% |
| NEUBERGER BERMAN GROUP LLC | 95,403 | +787 | $8.3M | -$647.7K | 0.8% |
| Azimuth Capital Investment Management LLC | 105,740 | +1,654 | $9.2M | -$643.7K | 1.6% |
| ROCKLAND TRUST CO | 104,776 | +1,691 | $9.1M | -$632.9K | 1.6% |
| DNB Asset Management AS | 486,143 | +32,221 | $42.4M | -$626.5K | 7.1% |
| Metis Global Partners, LLC | 118,756 | +2,949 | $10.4M | -$619.5K | 2.5% |
| Visionary Wealth Advisors | 100,909 | +1,712 | $8.8M | -$601.7K | 1.7% |
| ARS Wealth Advisors Group, LLC | 103,181 | +1,962 | $9.0M | -$595.2K | 1.9% |
| Frank, Rimerman Advisors LLC | 29,168 | +8,421 | $2.5M | +$577.3K | 40.6% |
| Cornerstone Wealth Group, LLC | 95,956 | +1,590 | $8.4M | -$575.7K | 1.7% |
| TRUSTMARK BANK TRUST DEPARTMENT | 78,836 | +281 | $6.9M | -$570.2K | 0.3% |
| Anchor Investment Management, LLC | 75,452 | +153 | $6.6M | -$556.6K | 0.2% |
| BLAIR WILLIAM & CO/IL | 128,905 | +4,452 | $11.2M | -$553.9K | 3.6% |
| U.S. Capital Wealth Advisors, LLC | 44,898 | +9,393 | $3.9M | +$550.3K | 26.4% |
| CITY HOLDING CO | 75,982 | +263 | $6.6M | -$550.1K | 0.3% |
| Thomasville National Bank | 86,215 | +1,096 | $7.5M | -$548.8K | 1.3% |
| NAPLES GLOBAL ADVISORS, LLC | 75,016 | +377 | $6.5M | -$532.2K | 0.5% |
| UniSuper Management Pty Ltd | 88,684 | +1,476 | $7.7M | -$531.5K | 1.7% |
| Apella Capital, LLC | 18,477 | +7,356 | $1.6M | +$516.6K | 66.1% |
| Ameritas Advisory Services, LLC | 9,560 | +6,139 | $833.7K | +$509.5K | 179.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 8,325 | +6,034 | $725.9K | +$508.8K | 263.4% |
| Advisory Services Network, LLC | 140,715 | +16,542 | $12.3M | +$502.6K | 13.3% |
| Nicholas Hoffman & Company, LLC. | 73,433 | +572 | $6.4M | -$501.7K | 0.8% |
| DARK FOREST CAPITAL MANAGEMENT LP | 56,028 | +9,589 | $4.9M | +$484.6K | 20.6% |
| Ransom Advisory, Ltd | 8,264 | +6,398 | $660.2K | +$483.4K | 342.9% |
| Argent Trust Co | 73,479 | +803 | $6.4M | -$480.1K | 1.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 74,259 | +495 | $6.5M | -$459.1K | 0.7% |
| Beacon Pointe Advisors, LLC | 75,477 | +1,186 | $6.6M | -$459.0K | 1.6% |
| Leo Wealth, LLC | 10,157 | +5,617 | $885.7K | +$455.5K | 123.7% |
| Chronos Wealth Management, LLC | 88,362 | +2,269 | $7.7M | -$453.9K | 2.6% |
| Smartleaf Asset Management LLC | 36,278 | +7,258 | $3.2M | +$451.6K | 25.0% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 63,310 | +309 | $5.5M | -$450.0K | 0.5% |
| Cullen/Frost Bankers, Inc. | 13,101 | +5,658 | $1.1M | +$437.0K | 76.0% |
| Merit Financial Group, LLC | 92,071 | +2,743 | $8.0M | -$437.0K | 3.1% |
| WOODSTOCK CORP | 65,060 | +590 | $5.7M | -$436.6K | 0.9% |
| Vest Financial, LLC | 55,271 | +8,995 | $4.8M | +$434.1K | 19.4% |
| Wealthcare Advisory Partners LLC | 59,326 | +209 | $5.2M | -$429.3K | 0.3% |
| Golden State Equity Partners | 13,901 | +5,632 | $1.2M | +$428.5K | 68.1% |
| Empowered Funds, LLC | 54,159 | +8,824 | $4.7M | +$426.3K | 19.5% |
| Engineers Gate Manager LP | 61,653 | +9,370 | $5.4M | +$421.3K | 17.9% |
| RETIREMENT GUYS FORMULA LLC | 11,930 | +5,391 | $1.0M | +$420.6K | 82.4% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 149,874 | +16,397 | $13.1M | +$419.4K | 12.3% |
| XPONANCE, INC. | 172,387 | +9,361 | $15.0M | -$417.8K | 5.7% |
| RiverFront Investment Group, LLC | 8,214 | +5,061 | $716.3K | +$417.5K | 160.5% |
| AE Wealth Management LLC | 70,344 | +1,249 | $6.1M | -$413.9K | 1.8% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 73,958 | +1,550 | $6.4M | -$413.0K | 2.1% |
| Telos Capital Management, Inc. | 71,730 | +1,389 | $6.3M | -$411.4K | 2.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 80,641 | +2,125 | $7.0M | -$409.0K | 2.7% |
| Rafferty Asset Management, LLC | 121,255 | +5,436 | $10.6M | -$402.7K | 4.7% |
| Envestnet Portfolio Solutions, Inc. | 60,430 | +583 | $5.3M | -$402.2K | 1.0% |
| Clearbridge Investments, LLC | 55,912 | +267 | $4.9M | -$398.0K | 0.5% |
| NORTHEAST INVESTMENT MANAGEMENT | 7,114 | +4,700 | $620.3K | +$391.6K | 194.7% |
| CAPITAL INTERNATIONAL SARL | 22,377 | +5,912 | $2.0M | +$390.9K | 35.9% |
| Carson Advisory Inc. | 71,417 | +1,598 | $6.2M | -$389.1K | 2.3% |
| Goelzer Investment Management, Inc. | 58,006 | +528 | $5.1M | -$389.1K | 0.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 79,897 | +2,308 | $7.0M | -$386.1K | 3.0% |
| Cornerstone Capital, Inc. | 52,436 | +158 | $4.6M | -$382.0K | 0.3% |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 54,642 | +338 | $4.8M | -$381.6K | 0.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12,746 | +5,014 | $1.1M | +$378.7K | 64.8% |
| PRUDENTIAL PLC | 60,332 | +840 | $5.3M | -$377.1K | 1.4% |
| Canada Post Corp Registered Pension Plan | 26,772 | +5,840 | $2.3M | +$368.8K | 27.9% |
| Coastal Bridge Advisors, LLC | 50,333 | +134 | $4.4M | -$368.3K | 0.3% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9,797 | +4,629 | $854.3K | +$364.5K | 89.6% |
| &PARTNERS | 177,421 | +17,897 | $15.5M | +$360.0K | 11.2% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 7,056 | +4,353 | $615.3K | +$359.1K | 161.0% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 48,517 | +124 | $4.2M | -$355.5K | 0.3% |
| American Trust Investment Advisors, LLC | 51,030 | +331 | $4.4M | -$354.9K | 0.7% |
| Csenge Advisory Group | 56,797 | +831 | $5.0M | -$351.2K | 1.5% |
| SPIREPOINT PRIVATE CLIENT, LLC | 97,631 | +11,460 | $8.5M | +$347.1K | 13.3% |
| Rench Wealth Management, Inc. | 45,413 | +9 | $4.0M | -$342.9K | 0.0% |
| GREATMARK INVESTMENT PARTNERS, INC. | 51,706 | +513 | $4.5M | -$342.7K | 1.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 12,980 | +4,579 | $1.1M | +$335.7K | 54.5% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 10,669 | +4,394 | $933.8K | +$330.2K | 70.0% |
| Diversified Enterprises, LLC | 45,038 | +122 | $3.9M | -$329.4K | 0.3% |
| Aprio Wealth Management, LLC | 20,498 | +4,677 | $1.8M | +$325.1K | 29.6% |
| Virtue Capital Management, LLC | 16,591 | +12,969 | $660.4K | +$317.1K | 358.1% |
| BROOKS, MOORE & ASSOCIATES, INC. | 24,623 | +5,292 | $2.1M | +$315.1K | 27.4% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 60,780 | +1,563 | $5.3M | -$312.0K | 2.6% |
| Simmons Bank | 75,839 | +2,777 | $6.6M | -$311.0K | 3.8% |
| Sepio Capital, LP | 6,639 | +3,791 | $578.9K | +$309.0K | 133.1% |
| Hilltop Holdings Inc. | 30,132 | +5,656 | $2.6M | +$307.9K | 23.1% |
| Siemens Fonds Invest GmbH | 28,167 | +5,378 | $2.5M | +$306.9K | 23.6% |
| Trinity Legacy Partners, LLC | 62,622 | +1,313 | $5.5M | -$304.8K | 2.1% |
| FARMERS TRUST CO | 69,078 | +2,326 | $6.0M | -$302.5K | 3.5% |
| Procyon Advisors, LLC | 12,250 | +4,127 | $1.1M | +$298.4K | 50.8% |
| Steward Partners Investment Advisory, LLC | 188,032 | +11,890 | $16.4M | -$296.5K | 6.8% |
| Marietta Wealth Management, LLC | 71,509 | +2,593 | $6.2M | -$295.6K | 3.8% |
| Trajan Wealth LLC | 54,387 | +1,240 | $4.7M | -$294.2K | 2.3% |
| Clearstead Advisors, LLC | 57,280 | +1,473 | $5.0M | -$294.0K | 2.6% |
| Ameritas Investment Partners, Inc. | 39,495 | +58 | $3.4M | -$293.4K | 0.1% |
| Nikulski Financial, Inc. | 9,311 | +3,828 | $811.9K | +$292.3K | 69.8% |
| Waterloo Capital, L.P. | 43,762 | +442 | $3.8M | -$289.4K | 1.0% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 43,036 | +420 | $3.8M | -$285.9K | 1.0% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 49,837 | +983 | $4.3M | -$284.1K | 2.0% |
| ALPS ADVISORS INC | 13,443 | +3,957 | $1.2M | +$273.2K | 41.7% |
| OAKWORTH CAPITAL, INC. | 50,614 | +1,204 | $4.4M | -$269.0K | 2.4% |
| May Hill Capital, LLC | 6,666 | +3,370 | $581.3K | +$268.9K | 102.2% |
| Sovereign Financial Group, Inc. | 35,563 | +37 | $3.1M | -$265.6K | 0.1% |
| Providence Capital Advisors, LLC | 55,280 | +1,626 | $4.8M | -$264.4K | 3.0% |
| Family Legacy, Inc. | 35,728 | +66 | $3.1M | -$264.2K | 0.2% |
| Callan Family Office, LLC | 43,495 | +6,250 | $3.8M | +$263.1K | 16.8% |
| MJT & Associates Financial Advisory Group, Inc. | 6,548 | +3,274 | $571.0K | +$260.7K | 100.0% |
| Phoenix Financial Ltd. | 10,380 | +3,584 | $904.3K | +$259.9K | 52.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35,183 | +122 | $3.1M | -$254.8K | 0.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 34,459,462 | +5,436,212 | $3.0M | +$254.3K | 18.7% |
| Crossmark Global Holdings, Inc. | 283,015 | +25,275 | $24.7M | +$253.0K | 9.8% |
| Meridian Wealth Management, LLC | 54,270 | +1,671 | $4.7M | -$252.5K | 3.2% |
| Arkadios Wealth Advisors | 154,170 | +9,661 | $13.4M | -$251.5K | 6.7% |
| Apollon Financial, LLC | 47,355 | +1,159 | $4.1M | -$248.6K | 2.5% |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 5,454 | +3,047 | $475.6K | +$247.5K | 126.6% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 53,105 | +1,640 | $4.6M | -$246.6K | 3.2% |
| Tower Research Capital LLC (TRC) | 34,557 | +5,338 | $3.0M | +$244.3K | 18.3% |
| Texas Yale Capital Corp. | 33,903 | +160 | $3.0M | -$241.5K | 0.5% |
| Leelyn Smith, LLC | 31,670 | +3 | $2.8M | -$239.5K | 0.0% |
| Ethic Inc. | 32,629 | +123 | $2.8M | -$235.3K | 0.4% |
| CCM INVESTMENT ADVISERS LLC | 163,407 | +15,498 | $14.2M | +$231.8K | 10.5% |
| IEQ CAPITAL, LLC | 32,845 | +192 | $2.9M | -$230.4K | 0.6% |
| BANK OZK | 39,859 | +753 | $3.5M | -$230.4K | 1.9% |
| Trust Co | 3,902 | +2,724 | $340.3K | +$228.6K | 231.2% |
| CARY STREET PARTNERS FINANCIAL LLC | 38,011 | +627 | $3.3M | -$228.3K | 1.7% |
| Biltmore Family Office, LLC | 30,797 | +54 | $2.7M | -$228.0K | 0.2% |
| Equitable Holdings, Inc. | 82,356 | +4,201 | $7.2M | -$225.3K | 5.4% |
| Essex Financial Services, Inc. | 40,134 | +831 | $3.5M | -$225.1K | 2.1% |
| Wills Financial Group LLC | 45,016 | +1,256 | $3.9M | -$221.8K | 2.9% |
| KCM INVESTMENT ADVISORS LLC | 34,213 | +395 | $3.0M | -$221.6K | 1.2% |
| DAYMARK WEALTH PARTNERS, LLC | 42,375 | +1,053 | $3.7M | -$221.0K | 2.5% |
| Kingsview Wealth Management, LLC | 40,282 | +890 | $3.5M | -$220.5K | 2.3% |
| Slagle Financial, LLC | 33,506 | +359 | $2.9M | -$219.6K | 1.1% |
| Geneos Wealth Management Inc. | 29,890 | +78 | $2.6M | -$218.9K | 0.3% |
| Aster Capital Management (DIFC) Ltd | 2,915 | +2,542 | $254.2K | +$218.8K | 681.5% |
| Vident Advisory, LLC | 72,659 | +3,518 | $6.3M | -$216.6K | 5.1% |
| Cornerstone Planning Group LLC | 2,462 | +2,423 | $217.4K | +$216.3K | 6212.8% |
| HOLDERNESS INVESTMENTS CO | 28,499 | +26 | $2.5M | -$213.2K | 0.1% |
| Global Retirement Partners, LLC | 27,106 | +4,352 | $2.4M | +$207.2K | 19.1% |
| Jacobi Capital Management LLC | 28,880 | +139 | $2.5M | -$205.5K | 0.5% |
| Motiv8 Investments LLC | 2,206 | +36 | $192 | -$205.4K | 1.6% |
| Texas Capital Bank Wealth Management Services Inc | 5,355 | +2,552 | $467.0K | +$201.3K | 91.0% |
| M&T Bank Corp | 158,292 | +10,531 | $13.8M | -$200.2K | 7.1% |
| Alpha Cubed Investments, LLC | 9,504 | +2,864 | $828.8K | +$199.5K | 43.1% |
| Hilltop National Bank | 29,272 | +285 | $2.6M | -$194.6K | 1.0% |
| Concord Asset Management, LLC/VA | 35,683 | +836 | $3.1M | -$190.9K | 2.4% |
| Annis Gardner Whiting Capital Advisors, LLC | 7,179 | +2,559 | $626.0K | +$188.2K | 55.4% |
| New Republic Capital, LLC | 5,946 | +2,453 | $518.5K | +$187.4K | 70.2% |
| Ascent Wealth Partners, LLC | 24,972 | +24 | $2.2M | -$186.8K | 0.1% |
| Accurate Wealth Management, LLC | 19,824 | +647 | $1.7M | -$186.3K | 3.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | 31,015 | +516 | $2.7M | -$185.8K | 1.7% |
| Sky Investment Group LLC | 85,219 | +4,855 | $7.4M | -$185.0K | 6.0% |
| Capula Management Ltd | 7,101 | +2,501 | $619.2K | +$183.3K | 54.4% |
| PETTYJOHN, WOOD & WHITE, INC | 33,026 | +711 | $2.9M | -$182.6K | 2.2% |
| TITLEIST ASSET MANAGEMENT, LLC | 4,507 | +2,283 | $393.0K | +$182.3K | 102.7% |
| CHEMUNG CANAL TRUST CO | 28,852 | +410 | $2.5M | -$179.6K | 1.4% |
| Pinnacle Wealth Management Advisory Group, LLC | 34,249 | +850 | $3.0M | -$178.6K | 2.5% |
| Rockline Wealth Management, LLC | 34,203 | +848 | $3.0M | -$178.5K | 2.5% |
| QRG CAPITAL MANAGEMENT, INC. | 122,662 | +7,918 | $10.7M | -$178.2K | 6.9% |
| Koshinski Asset Management, Inc. | 29,744 | +501 | $2.6M | -$177.6K | 1.7% |
| Atria Investments, Inc | 94,312 | +5,680 | $8.2M | -$175.7K | 6.4% |
| Retirement Planning Group, LLC | 23,612 | +34 | $2.1M | -$175.6K | 0.1% |
| Southeast Asset Advisors, LLC | 23,072 | +14 | $2.0M | -$173.4K | 0.1% |
| Baldwin Investment Management, LLC | 17,037 | +3,159 | $1.5M | +$170.4K | 22.8% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11,300 | +2,700 | $985.4K | +$170.3K | 31.4% |
| Parallax Volatility Advisers, L.P. | 125,900 | +8,300 | $11.0M | -$166.5K | 7.0% |
| Capital Square, LLC | 26,580 | +367 | $2.3M | -$166.4K | 1.4% |
| Great Lakes Retirement, Inc. | 38,180 | +1,312 | $3.3M | -$164.7K | 3.5% |
| SIGNATUREFD, LLC | 58,500 | +2,936 | $5.1M | -$164.6K | 5.3% |
| HOWE & RUSLING INC | 9,337 | +2,474 | $814.2K | +$163.8K | 36.0% |
| Moors & Cabot, Inc. | 66,609 | +3,604 | $5.8M | -$162.7K | 5.7% |
| Ashton Thomas Private Wealth, LLC | 23,741 | +192 | $2.1M | -$161.6K | 0.8% |
| TD Waterhouse Canada Inc. | 76,999 | +4,567 | $6.7M | -$159.1K | 6.3% |
| Shoker Investment Counsel, Inc. | 31,519 | +853 | $2.7M | -$157.8K | 2.8% |
| INTACT INVESTMENT MANAGEMENT INC. | 32,100 | +900 | $2.8M | -$157.7K | 2.9% |
| Vectors Research Management, LLC | 27,918 | +586 | $2.4M | -$155.8K | 2.1% |
| Sowell Financial Services LLC | 22,068 | +126 | $1.9M | -$155.1K | 0.6% |
| Capital Investment Advisory Services, LLC | 21,457 | +84 | $1.9M | -$154.4K | 0.4% |
| Pacer Advisors, Inc. | 99,083 | +6,315 | $8.6M | -$151.6K | 6.8% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 20,024 | +5 | $1.7M | -$151.1K | 0.0% |
| MSH Capital Advisors LLC | 21,482 | +146 | $1.9M | -$148.8K | 0.7% |
| Savvy Advisors, Inc. | 11,773 | +2,492 | $1.0M | +$147.0K | 26.9% |
| Griffith & Werner, Inc. | 64,819 | +935 | $5.7M | -$145.9K | 1.5% |
| Americana Partners, LLC | 24,551 | +427 | $2.1M | -$145.4K | 1.8% |
| Gladstone Institutional Advisory LLC | 21,659 | +198 | $1.9M | -$145.1K | 0.9% |
| CITIZENS FINANCIAL GROUP INC/RI | 28,615 | +767 | $2.5M | -$143.9K | 2.8% |
| GWN SECURITIES INC. | 48,219 | +2,497 | $4.2M | -$143.7K | 5.5% |
| Stonebridge Financial Group, LLC | 35,653 | +1,346 | $3.1M | -$142.3K | 3.9% |
| Mayfair Advisory Group, LLC | 19,522 | +68 | $1.7M | -$141.8K | 0.3% |
| D L CARLSON INVESTMENT GROUP INC | 24,301 | +451 | $2.1M | -$141.2K | 1.9% |
| HUB Investment Partners, LLC | 12,684 | +2,488 | $1.1M | +$139.7K | 24.4% |
| Compass Wealth Management, LLC/GA | 18,726 | +43 | $1.6M | -$137.8K | 0.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 227,673 | +16,770 | $19.9M | -$134.0K | 8.0% |
| Patten Group, Inc. | 7,731 | +2,029 | $674.1K | +$133.8K | 35.6% |
| NBC SECURITIES, INC. | 18,676 | +93 | $1.6M | -$132.6K | 0.5% |
| Consolidated Planning Corp | 18,606 | +99 | $1.6M | -$131.5K | 0.5% |
| VERUS CAPITAL PARTNERS, LLC | 4,108 | +1,716 | $358.3K | +$131.5K | 71.7% |
| Foster Victor Wealth Advisors, LLC | 91,616 | +4,090 | $8.1M | -$130.1K | 4.7% |
| Linden Thomas Advisory Services, LLC | 25,794 | +692 | $2.2M | -$129.7K | 2.8% |
| Federation des caisses Desjardins du Quebec | 47,170 | +5,134 | $4.1M | +$129.6K | 12.2% |
| Venture Visionary Partners LLC | 21,459 | +349 | $1.9M | -$129.3K | 1.6% |
| Smith Thornton Advisors LLC | 17,010 | +4 | $1.5M | -$128.4K | 0.0% |
| AdvisorNet Financial, Inc | 13,003 | +2,384 | $1.1M | +$127.5K | 22.4% |
| ROMANO BROTHERS AND COMPANY | 17,327 | +54 | $1.5M | -$126.0K | 0.3% |
| OAK HARBOR WEALTH PARTNERS, LLC | 28,363 | +963 | $2.5M | -$123.4K | 3.5% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,652 | +1,402 | $144.1K | +$120.4K | 560.8% |
| Fiduciary Alliance LLC | 27,312 | +916 | $2.4M | -$119.9K | 3.5% |
| Snowden Capital Advisors LLC | 19,817 | +320 | $1.7M | -$119.7K | 1.6% |
| SBI Securities Co., Ltd. | 17,812 | +160 | $1.6M | -$119.7K | 0.9% |
| OmniStar Financial Group, Inc. | 29,680 | +1,109 | $2.6M | -$119.6K | 3.9% |
| KANAWHA CAPITAL MANAGEMENT LLC | 128,556 | +9,009 | $11.2M | -$119.4K | 7.5% |
| RDA Financial Network | 21,393 | +460 | $1.9M | -$118.3K | 2.2% |
| STOCK YARDS BANK & TRUST CO | 21,753 | +500 | $1.9M | -$117.3K | 2.4% |
| NovaPoint Capital, LLC | 18,830 | +2,733 | $1.6M | +$116.5K | 17.0% |
| SUMITOMO LIFE INSURANCE CO | 16,442 | +107 | $1.4M | -$114.3K | 0.7% |
| Smith Salley Wealth Management | 10,617 | +2,049 | $925.8K | +$113.8K | 23.9% |
| FIRST FOUNDATION ADVISORS | 6,786 | +1,729 | $591.8K | +$112.5K | 34.2% |
| B. Riley Wealth Advisors, Inc. | 14,864 | +7 | $1.3M | -$111.8K | 0.0% |
| SUMMIT SECURITIES GROUP LLC | 3,334 | +1,438 | $290.7K | +$111.0K | 75.8% |
| Stokes Family Office, LLC | 15,994 | +115 | $1.4M | -$110.1K | 0.7% |
| AGP FRANKLIN, LLC | 17,569 | +249 | $1.5M | -$109.4K | 1.4% |
| Prestige Wealth Management Group LLC | 1,471 | +1,215 | $129.8K | +$105.6K | 474.6% |
| FIRST UNITED BANK & TRUST | 23,824 | +790 | $2.1M | -$105.5K | 3.4% |
| M&G PLC | 22,852 | +3,023 | $2.0M | +$104.4K | 15.2% |
| Cornerstone Wealth Management, LLC | 6,798 | +1,643 | $592.7K | +$104.2K | 31.9% |
| Meiji Yasuda Asset Management Co Ltd. | 13,966 | +29 | $1.2M | -$103.0K | 0.2% |
| Gleason Group, Inc. | 17,589 | +328 | $1.5M | -$102.1K | 1.9% |
| BENEDICT FINANCIAL ADVISORS INC | 21,469 | +638 | $1.9M | -$102.0K | 3.1% |
| Powers Advisory Group, LLC | 15,193 | +144 | $1.3M | -$101.4K | 0.9% |
| Gateway Wealth Partners, LLC | 15,093 | +2,275 | $1.3M | +$101.3K | 17.7% |
| MORTON COMMUNITY BANK | 50,612 | +1,482 | $4.5M | -$100.0K | 3.0% |
| ForthRight Wealth Management, LLC | 13,638 | +38 | $1.2M | -$99.6K | 0.3% |
| Asset Planning,Inc | 12,865 | +4 | $1.1M | -$97.0K | 0.0% |
| WJ Financial Advisors LLC | 17,718 | +410 | $1.5M | -$95.3K | 2.4% |
| Nemes Rush Group LLC | 1,217 | +1,100 | $106.1K | +$95.0K | 940.2% |
| Diversified Trust Co | 17,876 | +438 | $1.6M | -$93.8K | 2.5% |
| Aurora Investment Counsel | 29,219 | +1,352 | $2.5M | -$93.1K | 4.8% |
| BAILARD, INC. | 46,818 | +2,767 | $4.1M | -$92.2K | 6.3% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 22,719 | +853 | $2.0M | -$91.1K | 3.9% |
| apricus wealth, LLC | 32,342 | +1,632 | $2.8M | -$90.1K | 5.3% |
| MIZUHO SECURITIES USA LLC | 80,175 | +55 | $7.3M | -$89.9K | 0.1% |
| Meiji Yasuda Life Insurance Co | 11,951 | +9 | $1.0M | -$89.6K | 0.1% |
| Atlantic Union Bankshares Corp | 25,425 | +1,100 | $2.2M | -$88.2K | 4.5% |
| Allegheny Financial Group | 11,877 | +18 | $1.0M | -$88.2K | 0.1% |
| SRH ADVISORS, LLC | 12,612 | +87 | $1.1M | -$87.2K | 0.7% |
| INVESCO, LLC | 15,342 | +308 | $1.3M | -$87.0K | 2.0% |
| CreativeOne Wealth, LLC | 24,620 | +1,055 | $2.1M | -$86.5K | 4.5% |
| SNS Financial Group, LLC | 5,866 | +1,377 | $511.5K | +$86.1K | 30.7% |
| Fiduciary Trust Co | 12,730 | +112 | $1.1M | -$85.8K | 0.9% |
| LVZ, Inc. | 22,053 | +861 | $1.9M | -$85.4K | 4.1% |
| IHT Wealth Management, LLC | 26,678 | +1,232 | $2.3M | -$85.0K | 4.8% |
| GRIMES & COMPANY, INC. | 12,814 | +143 | $1.1M | -$83.5K | 1.1% |
| Regal Investment Advisors LLC | 22,092 | +887 | $1.9M | -$83.1K | 4.2% |
| Tanglewood Legacy Advisors, LLC | 1,501 | +993 | $130.9K | +$82.7K | 195.5% |
| Advyzon Investment Management, LLC | 13,431 | +217 | $1.2M | -$81.1K | 1.6% |
| IAMS WEALTH MANAGEMENT, LLC | 4,251 | +1,194 | $370.7K | +$81.0K | 39.0% |
| WHITTIER TRUST CO | 2,211 | +1,020 | $193.5K | +$80.9K | 85.6% |
| Kuhn & Co Investment Counsel | 10,975 | +36 | $957.0K | -$79.7K | 0.3% |
| CoreCap Advisors, LLC | 11,273 | +63 | $983.0K | -$79.3K | 0.6% |
| SCOTIA CAPITAL INC. | 5,736 | +1,288 | $500.1K | +$78.5K | 28.9% |
| Stiles Financial Services Inc | 15,667 | +442 | $1.4M | -$76.7K | 2.9% |
| Investment Partners Asset Management, Inc. | 10,144 | +2 | $884.5K | -$76.6K | 0.0% |
| Kingsman Wealth Management, Inc. | 10,097 | +3 | $880.5K | -$76.2K | 0.0% |
| Tradewinds, LLC. | 11,528 | +121 | $1.0M | -$75.8K | 1.1% |
| 1620 INVESTMENT ADVISORS, INC. | 11,359 | +107 | $990.6K | -$75.8K | 0.9% |
| White Lighthouse Investment Management Inc. | 9,782 | +1,577 | $853.0K | +$75.4K | 19.2% |
| Members Trust Co | 10,421 | +41 | $908.7K | -$75.0K | 0.4% |
| Red Door Wealth Management, LLC | 25,358 | +1,242 | $2.2M | -$74.4K | 5.2% |
| Curi Capital, LLC | 6,249 | +1,280 | $544.9K | +$74.0K | 25.8% |
| AXQ CAPITAL, LP | 14,354 | +380 | $1.3M | -$72.6K | 2.7% |
| Global Wealth Management Investment Advisory, Inc. | 53,961 | +3,544 | $4.7M | -$72.6K | 7.0% |
| UPTICK PARTNERS, LLC | 7,491 | +1,357 | $653.2K | +$71.9K | 22.1% |
| Acorn Wealth Advisors, LLC | 10,342 | +70 | $901.8K | -$71.7K | 0.7% |
| Avior Wealth Management, LLC | 3,531 | +1,036 | $307.9K | +$71.4K | 41.5% |
| Ballew Advisors, Inc | 5,743 | +2 | $502.8K | -$69.4K | 0.0% |
| Eagle Strategies LLC | 9,435 | +23 | $822.7K | -$69.3K | 0.2% |
| SALEM INVESTMENT COUNSELORS INC | 9,296 | +12 | $810.6K | -$69.2K | 0.1% |
| DMC Group, LLC | 15,764 | +531 | $1.4M | -$69.0K | 3.5% |
| MONECO Advisors, LLC | 11,280 | +177 | $983.6K | -$68.7K | 1.6% |
| Breakwater Capital Group | 8,961 | +2 | $781.4K | -$67.7K | 0.0% |
| OneAscent Financial Services LLC | 9,019 | +10 | $786.5K | -$67.3K | 0.1% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 9,233 | +32 | $805.1K | -$66.9K | 0.3% |
| Raleigh Capital Management Inc. | 11,570 | +219 | $1.0M | -$66.8K | 1.9% |
| Wealthspire Advisors, LLC | 24,930 | +2,696 | $2.2M | +$66.8K | 12.1% |
| VISTA CAPITAL PARTNERS, INC. | 8,731 | +7 | $761.3K | -$65.5K | 0.1% |
| Spire Wealth Management | 12,401 | +300 | $1.1M | -$65.4K | 2.5% |
| LAZARD ASSET MANAGEMENT LLC | 9,110 | +41 | $794.4K | -$65.1K | 0.5% |
| AssuredPartners Investment Advisors, LLC | 16,450 | +639 | $1.4M | -$64.0K | 4.0% |
| Modera Wealth Management, LLC | 10,257 | +150 | $894.4K | -$63.5K | 1.5% |
| Ignite Planners, LLC | 17,924 | +363 | $1.6M | -$63.5K | 2.1% |
| Graves Light Lenhart Wealth, Inc. | 8,449 | +11 | $736.8K | -$62.9K | 0.1% |
| TOWER BRIDGE ADVISORS | 12,369 | +325 | $1.1M | -$62.8K | 2.7% |
| Aviance Capital Partners, LLC | 8,373 | +6 | $730.2K | -$62.8K | 0.1% |
| William Allan Corp | 9,848 | +125 | $858.7K | -$62.7K | 1.3% |
| FAS Wealth Partners, Inc. | 34,808 | +2,119 | $3.0M | -$62.7K | 6.5% |
| Maia Wealth LLC | 5,687 | +577 | $526.4K | +$62.6K | 11.3% |
| North Star Investment Management Corp. | 8,385 | +13 | $731.2K | -$62.2K | 0.1% |
| KENNEDY INVESTMENT GROUP | 8,794 | +47 | $766.8K | -$62.2K | 0.5% |
| Golden State Wealth Management, LLC | 9,392 | +96 | $819.0K | -$62.0K | 1.0% |
| Wealth Management Nebraska | 4,562 | +1,018 | $397.8K | +$61.9K | 28.7% |
| Chesley Taft & Associates LLC | 10,774 | +211 | $939.5K | -$61.6K | 2.0% |
| Ascent Group, LLC | 14,699 | +1,822 | $1.3M | +$61.3K | 14.1% |
| Howard Capital Management Inc. | 8,605 | +44 | $750.4K | -$61.0K | 0.5% |
| Secure Asset Management, LLC | 9,645 | +130 | $841.1K | -$60.9K | 1.4% |
| Montecito Bank & Trust | 10,866 | +244 | $947.5K | -$59.1K | 2.3% |
| Wealth Dimensions Group, Ltd. | 7,949 | +14 | $693.1K | -$58.9K | 0.2% |
| MARINO, STRAM & ASSOCIATES LLC | 12,823 | +403 | $1.1M | -$58.9K | 3.2% |
| Founders Financial Alliance, LLC | 3,333 | +886 | $290.6K | +$58.7K | 36.2% |
| Allred Capital Management, LLC | 7,844 | +8 | $684.0K | -$58.6K | 0.1% |
| World Investment Advisors | 30,100 | +10,519 | $1.8M | -$58.3K | 53.7% |
| JT Stratford LLC | 8,460 | +64 | $737.7K | -$58.0K | 0.8% |
| Acropolis Investment Management, LLC | 4,057 | +825 | $353.8K | +$57.0K | 25.5% |
| Lakeshore Financial Planning, Inc. | 8,286 | +62 | $722.6K | -$56.9K | 0.8% |
| TRUSTCO BANK CORP N Y | 9,922 | +200 | $865.2K | -$56.2K | 2.0% |
| HF Advisory Group, LLC | 35,551 | +3,431 | $3.1M | +$56.1K | 10.7% |
| Ranch Capital Advisors Inc. | 28,259 | +1,668 | $2.5M | -$55.8K | 6.3% |
| Element Wealth, LLC | 7,696 | +27 | $671.1K | -$55.7K | 0.3% |
| Certified Advisory Corp | 8,833 | +126 | $770.2K | -$55.0K | 1.4% |
| SILVER OAK SECURITIES, INCORPORATED | 22,997 | +1,168 | $2.0M | -$54.9K | 5.3% |
| Wilkins Miller Wealth Management, LLC | 7,309 | +8 | $637.4K | -$54.7K | 0.1% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4,262 | +912 | $371.7K | +$54.2K | 27.2% |
| BEACON INVESTMENT ADVISORS LLC | 7,327 | +15 | $639.0K | -$54.0K | 0.2% |
| Northstar Advisory Group, LLC | 7,556 | +34 | $658.9K | -$54.0K | 0.5% |
| Capital Advisors Wealth Management, LLC | 8,125 | +86 | $708.5K | -$53.3K | 1.1% |
| Sentry LLC | 7,093 | +4 | $618.5K | -$53.3K | 0.1% |
| Western Wealth Management, LLC | 15,513 | +1,788 | $1.4M | +$52.0K | 13.0% |
| Lido Advisors, LLC | 96,299 | +1,202 | $9.1M | +$51.8K | 1.3% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 41,392 | +2,762 | $3.6M | -$51.6K | 7.1% |
| David J Yvars Group | 7,033 | +18 | $613.3K | -$51.5K | 0.3% |
| Charles Schwab Trust Co | 5,060 | +948 | $441.2K | +$51.5K | 23.1% |
| VestGen Investment Management | 4,311 | +884 | $375.9K | +$51.1K | 25.8% |
| Cannon Financial Strategists, Inc. | 14,889 | +1,728 | $1.3M | +$51.0K | 13.1% |
| Abound Wealth Management | 7,152 | +34 | $623.7K | -$50.9K | 0.5% |
| Advisor OS, LLC | 19,151 | +1,002 | $1.7M | -$50.1K | 5.5% |
| Beaumont Financial Advisors, LLC | 8,685 | +167 | $757.3K | -$49.9K | 2.0% |
| Stratos Wealth Partners, LTD. | 80,498 | +5,909 | $7.0M | -$49.4K | 7.9% |
| NOVARE CAPITAL MANAGEMENT LLC | 6,858 | +28 | $598.0K | -$49.2K | 0.4% |
| Rather & Kittrell, Inc. | 7,241 | +60 | $631.4K | -$49.1K | 0.8% |
| Robbins Farley | 39,615 | +2,648 | $3.5M | -$48.9K | 7.2% |
| Fairscale Capital, LLC | 736 | +574 | $64.2K | +$48.8K | 354.3% |
| Baker Avenue Asset Management, LP | 7,554 | +88 | $658.7K | -$48.8K | 1.2% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,432 | +1,523 | $2.2M | -$48.1K | 6.4% |
| MINDSET WEALTH MANAGEMENT, LLC | 6,329 | +2 | $551.9K | -$47.7K | 0.0% |
| FineMark National Bank & Trust | 6,396 | +8 | $557.7K | -$47.7K | 0.1% |
| Atlas Wealth Partners, LLC | 7,522 | +100 | $655.9K | -$47.5K | 1.3% |
| Summit Asset Management, LLC | 7,076 | +66 | $617.0K | -$47.3K | 0.9% |
| Weaver Capital Management LLC | 20,117 | +1,108 | $1.8M | -$47.3K | 5.8% |
| LITTLE HOUSE CAPITAL LLC | 32,340 | +2,091 | $2.8M | -$46.7K | 6.9% |
| Strategies Wealth Advisors, LLC | 6,359 | +20 | $554.5K | -$46.3K | 0.3% |
| Ancora Advisors LLC | 10,981 | +390 | $957.5K | -$46.2K | 3.7% |
| Colonial Trust Advisors | 6,519 | +35 | $568.5K | -$46.0K | 0.5% |
| Fjell Capital, LLC | 5,043 | +885 | $439.8K | +$45.7K | 21.3% |
| Bryn Mawr Trust Advisors, LLC | 10,671 | +376 | $930.5K | -$45.1K | 3.6% |
| JFS WEALTH ADVISORS, LLC | 1,482 | +594 | $129.3K | +$45.1K | 66.9% |
| Cordatus Wealth Management LLC | 6,425 | +38 | $560.1K | -$45.0K | 0.6% |
| FIRETHORN WEALTH PARTNERS, LLC | 13,811 | +628 | $1.2M | -$45.0K | 4.8% |
| Capital International, Inc./CA/ | 523,474 | +42,286 | $45.6M | +$44.7K | 8.8% |
| Diligent Investors, LLC | 5,933 | +4 | $517.3K | -$44.5K | 0.1% |
| Clear Creek Financial Management, LLC | 8,127 | +180 | $708.7K | -$44.5K | 2.3% |
| Keebeck Wealth Management | 6,002 | +14 | $523.4K | -$44.1K | 0.2% |
| AXXCESS WEALTH MANAGEMENT, LLC | 17,848 | +962 | $1.6M | -$44.0K | 5.7% |
| Reliant Investment Partners, LLC | 5,944 | +1 | $518.3K | -$43.5K | 0.0% |
| Baltimore-Washington Financial Advisors, Inc. | 122,816 | +9,356 | $10.7M | -$43.0K | 8.2% |
| O'ROURKE & COMPANY, Inc | 5,734 | +6 | $500.0K | -$42.8K | 0.1% |
| VISTA INVESTMENT PARTNERS II, LLC | 5,664 | +1 | $493.9K | -$42.8K | 0.0% |
| Compound Planning, Inc. | 23,553 | +2,333 | $2.1M | +$42.7K | 11.0% |
| Focus Financial Network, Inc. | 19,077 | +1,972 | $1.7M | +$42.5K | 11.5% |
| Prosperity Consulting Group, LLC | 13,298 | +617 | $1.2M | -$42.2K | 4.9% |
| Quaker Wealth Management, LLC | 735 | +500 | $64.1K | +$41.8K | 212.8% |
| Arrow Financial Corp | 6,717 | +975 | $585.7K | +$41.6K | 17.0% |
| Plan Group Financial, LLC | 30,643 | +2,010 | $2.7M | -$41.4K | 7.0% |
| Colonial River Investments, LLC | 3,194 | +690 | $278.5K | +$41.2K | 27.6% |
| SFMG, LLC | 6,240 | +66 | $544.1K | -$41.0K | 1.1% |
| LOWE BROCKENBROUGH & CO INC | 7,336 | +1,016 | $639.7K | +$40.8K | 16.1% |
| Atlas Brown,Inc. | 5,396 | +3 | $470.5K | -$40.6K | 0.1% |
| United Capital Management of KS, Inc. | 6,268 | +77 | $546.6K | -$40.1K | 1.2% |
| HBK Sorce Advisory LLC | 8,772 | +448 | $790.2K | -$39.9K | 5.4% |
| AGF MANAGEMENT LTD | 65,309 | +4,798 | $5.7M | -$39.7K | 7.9% |
| MAINSAIL ASSET MANAGEMENT, LLC | 10,432 | +1,241 | $909.7K | +$38.7K | 13.5% |
| SEARLE & CO. | 6,358 | +100 | $554.4K | -$38.7K | 1.6% |
| MCF Advisors LLC | 3,112 | +656 | $271.4K | +$38.6K | 26.7% |
| RICHARDS, MERRILL & PETERSON, INC. | 10,381 | +423 | $905.2K | -$38.5K | 4.2% |
| Salomon & Ludwin, LLC | 3,257 | +668 | $282.9K | +$38.2K | 25.8% |
| Bienville Capital Management, LLC | 5,525 | +43 | $481.8K | -$37.7K | 0.8% |
| Cyndeo Wealth Partners, LLC | 8,095 | +251 | $705.9K | -$37.5K | 3.2% |
| Newbridge Financial Services Group, Inc. | 2,752 | +612 | $240.0K | +$37.1K | 28.6% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14,920 | +427 | $1.3M | -$36.7K | 2.9% |
| Caldwell Trust Co | 29,422 | +2,736 | $2.6M | +$36.6K | 10.3% |
| BlueChip Wealth Advisors LLC | 12,360 | +610 | $1.1M | -$35.8K | 5.2% |
| Resolute Wealth Strategies, LLC | 4,756 | +5 | $414.7K | -$35.5K | 0.1% |
| SIGMA INVESTMENT COUNSELORS INC | 4,818 | +10 | $420.1K | -$35.5K | 0.2% |
| Hickory Point Bank & Trust | 5,607 | +75 | $488.9K | -$35.3K | 1.4% |
| Pinion Investment Advisors, LLC | 9,565 | +1,230 | $834.1K | +$34.9K | 14.8% |
| STABLEFORD CAPITAL II LLC | 12,239 | +610 | $1.1M | -$34.8K | 5.2% |
| Wiser Wealth Management, Inc | 6,010 | +113 | $524.0K | -$34.8K | 1.9% |
| CWS Financial Advisors, LLC | 15,907 | +1,634 | $1.4M | +$34.5K | 11.4% |
| McKinley Carter Wealth Services, Inc. | 4,576 | +5 | $399.0K | -$34.2K | 0.1% |
| McGowan Group Asset Management, Inc. | 4,872 | +29 | $424.8K | -$34.1K | 0.6% |
| J. L. Bainbridge & Co., Inc. | 4,531 | +4 | $395.1K | -$33.9K | 0.1% |
| BURNEY CO/ | 12,035 | +604 | $1.0M | -$33.9K | 5.3% |
| Veracity Capital LLC | 4,964 | +39 | $432.9K | -$33.8K | 0.8% |
| Clarity Wealth Development LLC | 5,430 | +34 | $473.5K | -$33.2K | 0.6% |
| United Advisor Group, LLC | 11,310 | +1,254 | $986.2K | +$33.2K | 12.5% |
| OneAscent Family Office, LLC | 4,709 | +28 | $410.7K | -$33.0K | 0.6% |
| Key Client Fiduciary Advisors, LLC | 4,368 | +5 | $380.9K | -$32.5K | 0.1% |
| Fusion Capital, LLC | 4,899 | +12 | $427.2K | -$32.4K | 0.2% |
| Longview Financial Advisors, Inc. | 4,318 | +5 | $376.5K | -$32.3K | 0.1% |
| Ferguson Shapiro LLC | 4,313 | +4 | $376.1K | -$32.3K | 0.1% |
| Truvestments Capital LLC | 4,546 | +23 | $396.4K | -$32.3K | 0.5% |
| KMG FIDUCIARY PARTNERS, LLC | 4,445 | +16 | $387.6K | -$32.1K | 0.4% |
| Turning Point Benefit Group, Inc. | 3,924 | +652 | $342.2K | +$32.0K | 19.9% |
| Advisory Alpha, LLC | 7,822 | +893 | $682.2K | +$31.6K | 12.9% |
| Level Wealth Management LLC | 4,175 | +1 | $364.1K | -$31.4K | 0.0% |
| Busey Bank | 14,579 | +833 | $1.3M | -$31.4K | 6.0% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 8,105 | +247 | $706.8K | -$31.2K | 3.1% |
| WEALTHSPAN PARTNERS, LLC | 4,117 | +3 | $359.0K | -$30.9K | 0.1% |
| Uniting Wealth Partners, LLC | 4,133 | +4 | $360.4K | -$30.9K | 0.1% |
| St. Johns Investment Management Company, LLC | 10,061 | +479 | $877.3K | -$30.8K | 5.0% |
| WEST PACES ADVISORS INC. | 33,747 | +2,379 | $2.9M | -$30.0K | 7.6% |
| Walkner Condon Financial Advisors LLC | 4,083 | +10 | $356.1K | -$30.0K | 0.2% |
| Independence Bank of Kentucky | 4,257 | +27 | $371.2K | -$29.7K | 0.6% |
| Grandview Asset Management LLC | 3,636 | +603 | $317.1K | +$29.7K | 19.9% |
| Lebenthal Global Advisors, LLC | 16,321 | +992 | $1.4M | -$29.5K | 6.5% |
| RFG - Bristol Wealth Advisors, LLC | 3,921 | +3 | $341.9K | -$29.4K | 0.1% |
| Hills Bank & Trust Co | 12,917 | +1,338 | $1.1M | +$29.0K | 11.6% |
| American Financial Advisors, LLC | 4,086 | +23 | $356.3K | -$28.8K | 0.6% |
| Cornerstone Management, Inc. | 3,800 | +1 | $331.4K | -$28.6K | 0.0% |
| Southland Equity Partners LLC | 4,227 | +43 | $368.6K | -$27.9K | 1.0% |
| IVC Wealth Advisors LLC | 5,741 | +165 | $500.6K | -$27.8K | 3.0% |
| CALTON & ASSOCIATES, INC. | 6,183 | +786 | $539.1K | +$27.7K | 14.6% |
| BROWN, LISLE/CUMMINGS, INC. | 3,679 | +4 | $320.8K | -$27.4K | 0.1% |
| MEMBERS WEALTH LLC | 4,449 | +24 | $392.2K | -$27.3K | 0.5% |
| Austin Private Wealth, LLC | 5,256 | +135 | $458.4K | -$27.0K | 2.6% |
| Keystone Financial Group | 13,121 | +764 | $1.1M | -$27.0K | 6.2% |
| Clarius Group, LLC | 3,576 | +2 | $311.8K | -$26.9K | 0.1% |
| Wellington Shields & Co., LLC | 18,484 | +1,196 | $1.6M | -$26.6K | 6.9% |
| WEALTH ALLIANCE, LLC | 8,104 | +367 | $706.7K | -$26.5K | 4.7% |
| Transamerica Financial Advisors, LLC | 990 | +358 | $86.3K | +$26.5K | 56.6% |
| Capital Asset Advisory Services LLC | 4,316 | +52 | $377.7K | -$26.4K | 1.2% |
| Ellis Investment Partners, LLC | 3,714 | +20 | $323.9K | -$26.3K | 0.5% |
| Everstar Asset Management, LLC | 16,349 | +1,621 | $1.4M | -$25.6K | 11.0% |
| Triad Wealth Partners, LLC | 11,566 | +657 | $1.0M | -$25.3K | 6.0% |
| Intrua Financial, LLC | 5,433 | +168 | $473.8K | -$25.2K | 3.2% |
| Cedar Mountain Advisors, LLC | 3,438 | +13 | $299.8K | -$24.9K | 0.4% |
| B.O.S.S. Retirement Advisors, LLC | 4,206 | +74 | $366.8K | -$24.8K | 1.8% |
| MBE Wealth Management, LLC | 3,282 | +2 | $286.2K | -$24.7K | 0.1% |
| Ironsides Asset Advisors, LLC | 3,262 | +1 | $284.4K | -$24.7K | 0.0% |
| KEB ASSET MANAGEMENT, LLC | 3,633 | +30 | $316.8K | -$24.7K | 0.8% |
| POWER WEALTH MANAGEMENT LLC | 3,477 | +18 | $303.2K | -$24.6K | 0.5% |
| Advisors Asset Management, Inc. | 67,931 | +5,167 | $5.9M | -$24.6K | 8.2% |
| McGlone Suttner Wealth Management, Inc. | 9,086 | +468 | $792.3K | -$24.5K | 5.4% |
| PURE PORTFOLIOS HOLDINGS LLC | 3,281 | +3 | $286.1K | -$24.5K | 0.1% |
| MPWM ADVISORY SOLUTIONS, LLC | 544 | +298 | $47.5K | +$24.1K | 121.1% |
| Westside Investment Management, Inc. | 3,295 | +9 | $287.3K | -$24.1K | 0.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,735 | +392 | $151.3K | +$24.0K | 29.2% |
| Biltmore Wealth Management, LLC | 3,201 | +3 | $279.1K | -$24.0K | 0.1% |
| SATOVSKY ASSET MANAGEMENT LLC | 3,533 | +30 | $308.1K | -$23.9K | 0.8% |
| Fullerton Fund Management Co Ltd. | 8,823 | +454 | $769.4K | -$23.8K | 5.4% |
| Mallini Complete Financial Planning LLC | 3,331 | +18 | $290.5K | -$23.5K | 0.5% |
| Asset Dedication, LLC | 4,274 | +95 | $372.7K | -$23.4K | 2.3% |
| FORTRESS PRIVATE LEDGER, LLC | 6,415 | +266 | $559.4K | -$23.3K | 4.3% |
| Fortitude Advisory Group L.L.C. | 3,350 | +22 | $292.1K | -$23.3K | 0.7% |
| Kaydan Wealth Management, Inc. | 3,051 | +1 | $266.0K | -$23.1K | 0.0% |
| Latitude Advisors, LLC | 3,706 | +52 | $323.2K | -$23.0K | 1.4% |
| Vermillion Wealth Management, Inc. | 3,041 | +2 | $265.2K | -$22.8K | 0.1% |
| AA Financial Advisors, LLC | 3,817 | +64 | $332.8K | -$22.8K | 1.7% |
| Chesapeake Wealth Management | 9,028 | +962 | $787.2K | +$22.8K | 11.9% |
| Balboa Wealth Partners | 11,181 | +654 | $975.0K | -$22.7K | 6.2% |
| LCM Capital Management Inc | 3,955 | +78 | $344.9K | -$22.5K | 2.0% |
| Nilsine Partners, LLC | 6,090 | +249 | $531.0K | -$22.5K | 4.3% |
| KRS Capital Management, LLC | 2,985 | +1 | $260.4K | -$22.5K | 0.0% |
| Princeton Global Asset Management LLC | 2,983 | +2 | $260.2K | -$22.3K | 0.1% |
| Capstone Wealth Management, LLC | 7,798 | +858 | $680.0K | +$22.3K | 12.4% |
| Davis Investment Partners, LLC | 2,921 | +2 | $254.6K | -$22.1K | 0.1% |
| Klingman & Associates, LLC | 5,236 | +650 | $456.6K | +$22.0K | 14.2% |
| Palumbo Wealth Management LLC | 4,594 | +58 | $400.6K | +$21.9K | 1.3% |
| MILLER HOWARD INVESTMENTS INC /NY | 34,154 | +2,497 | $3.0M | -$21.9K | 7.9% |
| LUTS & GREENLEIGH GROUP, INC | 2,925 | +3 | $255.1K | -$21.9K | 0.1% |
| Sompo Asset Management Co., Ltd. | 2,900 | +460 | $252.9K | +$21.6K | 18.9% |
| WealthTrust Asset Management, LLC | 2,902 | +4 | $253.1K | -$21.6K | 0.1% |
| FWL INVESTMENT MANAGEMENT, LLC | 628 | +278 | $54.8K | +$21.6K | 79.4% |
| FOREFRONT WEALTH MANAGEMENT INC. | 2,880 | +3 | $251.1K | -$21.5K | 0.1% |
| Triumph Capital Management | 573 | +272 | $50.0K | +$21.5K | 90.4% |
| Colonial Trust Co / SC | 3,100 | +22 | $270.3K | -$21.4K | 0.7% |
| Successful Portfolios LLC | 9,196 | +977 | $800.1K | +$21.2K | 11.9% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 48,364 | +4,085 | $4.2M | +$21.0K | 9.2% |
| Sivia Capital Partners, LLC | 3,221 | +36 | $280.9K | -$21.0K | 1.1% |
| GENESIS PRIVATE WEALTH, LLC | 3,257 | +39 | $284.0K | -$21.0K | 1.2% |
| Brookwood Investment Group LLC | 3,501 | +500 | $305.3K | +$21.0K | 16.7% |
| Summit Financial Wealth Advisors, LLC | 5,561 | +228 | $484.9K | -$20.6K | 4.3% |
| Investment Planning Advisors, Inc. | 6,415 | +295 | $559.4K | -$20.6K | 4.8% |
| FSA Investment Group, LLC | 3,293 | +47 | $287.1K | -$20.6K | 1.4% |
| GERBER, LLC | 2,783 | +6 | $242.6K | -$20.5K | 0.2% |
| Inman Jager Wealth Management, LLC | 24,967 | +1,778 | $2.2M | -$20.5K | 7.7% |
| N.E.W. Advisory Services LLC | 2,895 | +16 | $252.4K | -$20.4K | 0.6% |
| Keystone Financial Group, Inc. | 2,862 | +14 | $249.6K | -$20.3K | 0.5% |
| Unified Investment Management | 2,661 | +2 | $232.0K | -$20.0K | 0.1% |
| MILLER WEALTH ADVISORS, LLC | 500 | +250 | $43.6K | +$19.9K | 100.0% |
| 44 WEALTH MANAGEMENT LLC | 2,874 | +21 | $250.6K | -$19.8K | 0.7% |
| Samalin Investment Counsel, LLC | 2,698 | +7 | $235.3K | -$19.7K | 0.3% |
| Nova R Wealth, Inc. | 2,622 | +2 | $228.6K | -$19.7K | 0.1% |
| Delta Investment Management, LLC | 2,581 | +1 | $225.0K | -$19.5K | 0.0% |
| WealthShield Partners, LLC | 2,590 | +2 | $225.9K | -$19.3K | 0.1% |
| D'Orazio & Associates, Inc. | 4,070 | +122 | $354.9K | -$19.2K | 3.1% |
| Cerro Pacific Wealth Advisors LLC | 8,560 | +481 | $746.4K | -$19.2K | 6.0% |
| Mayflower Financial Advisors, LLC | 2,611 | +6 | $227.7K | -$19.2K | 0.2% |
| Xcel Wealth Management, LLC | 10,206 | +613 | $890.0K | -$19.2K | 6.4% |
| Badgley Phelps Wealth Managers, LLC | 2,536 | +1 | $221.1K | -$19.1K | 0.0% |
| Advance Capital Management, Inc. | 2,635 | +10 | $229.8K | -$19.0K | 0.4% |
| Lewis Asset Management, LLC | 2,545 | +3 | $221.9K | -$19.0K | 0.1% |
| Rodgers & Associates, LTD | 2,773 | +23 | $241.8K | -$18.7K | 0.8% |
| Finer Wealth Management, Inc. | 2,615 | +11 | $228.1K | -$18.7K | 0.4% |
| Meriwether Wealth & Planning, LLC | 2,642 | +15 | $230.4K | -$18.6K | 0.6% |
| Alteri Wealth LLC | 2,746 | +24 | $239.5K | -$18.5K | 0.9% |
| BRIAN LOW FINANCIAL GROUP, LLC | 2,425 | +1 | $211.4K | -$18.3K | 0.0% |
| Per Stirling Capital Management, LLC. | 2,553 | +13 | $222.6K | -$18.1K | 0.5% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,628 | +329 | $229.2K | +$18.1K | 14.3% |
| Valued Retirements, Inc. | 5,361 | +75 | $467.5K | -$17.9K | 1.4% |
| Santori & Peters, Inc. | 2,507 | +14 | $218.6K | -$17.6K | 0.6% |
| SAPIENT CAPITAL LLC | 3,092 | +22 | $270.8K | -$17.5K | 0.7% |
| ZWJ INVESTMENT COUNSEL INC | 25,884 | +1,884 | $2.3M | -$17.4K | 7.8% |
| Whalen Wealth Management Inc. | 2,528 | +22 | $220.4K | -$17.1K | 0.9% |
| Bey-Douglas LLC | 5,396 | +251 | $470.6K | -$17.0K | 4.9% |
| OPINICUS CAPITAL, INC. | 2,431 | +21 | $212.0K | -$16.4K | 0.9% |
| Stonebrook Private Inc. | 2,475 | +26 | $215.8K | -$16.3K | 1.1% |
| Axecap Investments, LLC | 2,377 | +19 | $207.3K | -$16.2K | 0.8% |
| Relyea Zuckerberg Hanson LLC | 4,387 | +182 | $382.5K | -$16.0K | 4.3% |
| Anfield Capital Management, LLC | 658 | +219 | $57.4K | +$15.8K | 49.9% |
| STEINBERGANNA WEALTH MANAGEMENT | 2,327 | +19 | $203.0K | -$15.7K | 0.8% |
| VeraBank, N.A. | 4,810 | +548 | $419.4K | +$15.5K | 12.8% |
| Inscription Capital, LLC | 5,504 | +279 | $480.0K | -$15.2K | 5.3% |
| Huntleigh Advisors, Inc. | 4,495 | +518 | $392.0K | +$15.0K | 13.0% |
| Gryphon Financial Partners LLC | 2,643 | +53 | $230.5K | -$15.0K | 2.0% |
| Key Financial Inc | 449 | +193 | $39.2K | +$14.9K | 75.4% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 8,602 | +468 | $750.1K | -$14.8K | 5.8% |
| BRIDGES INVESTMENT MANAGEMENT INC | 5,334 | +270 | $465.1K | -$14.8K | 5.3% |
| Stephens Consulting, LLC | 2,164 | +17 | $188.7K | -$14.8K | 0.8% |
| Haverford Trust Co | 11,020 | +726 | $960.9K | -$14.6K | 7.0% |
| BCS Private Wealth Management, Inc. | 3,130 | +100 | $272.9K | -$14.2K | 3.3% |
| Lineweaver Wealth Advisors, LLC | 22,478 | +1,648 | $2.0M | -$13.9K | 7.9% |
| NOESIS CAPITAL MANGEMENT CORP | 2,671 | +360 | $232.9K | +$13.9K | 15.6% |
| SPINNAKER TRUST | 4,428 | +500 | $386.1K | +$13.9K | 12.7% |
| Robertson Stephens Wealth Management, LLC | 5,167 | +268 | $450.6K | -$13.7K | 5.5% |
| Stonebridge Financial Planning Group, LLC | 2,300 | +40 | $200.6K | -$13.6K | 1.8% |
| Capital Planning Advisors, LLC | 3,076 | +103 | $268.2K | -$13.5K | 3.5% |
| First Financial Bankshares Inc | 3,509 | +422 | $306.0K | +$13.4K | 13.7% |
| Ridgeline Wealth, LLC | 3,002 | +100 | $261.8K | -$13.2K | 3.4% |
| Gilman Hill Asset Management, LLC | 3,095 | +111 | $269.9K | -$12.9K | 3.7% |
| MONEY CONCEPTS CAPITAL CORP | 59,926 | +4,651 | $5.2M | -$12.9K | 8.4% |
| Sovran Advisors, LLC | 4,369 | +156 | $387.9K | -$12.7K | 3.7% |
| Duncan Williams Asset Management, LLC | 2,969 | +12 | $268.1K | -$12.1K | 0.4% |
| FIRST MANHATTAN CO. LLC. | 2,660 | +85 | $232.0K | -$12.1K | 3.3% |
| Magnolia Wealth Management, LLC | 3,656 | +314 | $318.8K | +$11.9K | 9.4% |
| Forum Financial Management, LP | 4,817 | +260 | $420.0K | -$11.8K | 5.7% |
| Imprint Wealth LLC | 244 | +144 | $21.3K | +$11.8K | 144.0% |
| Gratus Wealth Advisors, LLC | 5,296 | +301 | $461.8K | -$11.6K | 6.0% |
| PROATHLETE WEALTH MANAGEMENT LLC | 1,807 | +24 | $157.7K | -$11.4K | 1.3% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 2,363 | +70 | $206.1K | -$11.3K | 3.0% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 8,519 | +564 | $742.8K | -$11.0K | 7.1% |
| REAP Financial Group, LLC | 1,865 | +258 | $162.6K | +$10.3K | 16.1% |
| WHITTIER TRUST CO OF NEVADA INC | 2,716 | +93 | $237.7K | -$10.3K | 3.5% |
| RICHARDSON FINANCIAL SERVICES INC. | 1,096 | +191 | $95.6K | +$9.8K | 21.1% |
| SIMON QUICK ADVISORS, LLC | 2,867 | +331 | $250.0K | +$9.7K | 13.1% |
| TD Capital Management LLC | 1,337 | +5 | $116.6K | -$9.6K | 0.4% |
| TOTH FINANCIAL ADVISORY CORP | 1,397 | +12 | $121.8K | -$9.5K | 0.9% |
| Aaron Wealth Advisors LLC | 11,277 | +801 | $983.4K | -$9.5K | 7.6% |
| Premier Path Wealth Partners, LLC | 4,403 | +254 | $384.0K | -$9.3K | 6.1% |
| Bedel Financial Consulting, Inc. | 4,539 | +459 | $395.8K | +$9.1K | 11.3% |
| Atlanta Consulting Group Advisors, LLC | 2,344 | +95 | $204.4K | -$8.8K | 4.2% |
| Strategic Advisors LLC | 2,971 | +147 | $259.1K | -$8.5K | 5.2% |
| Millstone Evans Group, LLC | 1,381 | +24 | $120.4K | -$8.2K | 1.8% |
| Stone House Investment Management, LLC | 1,107 | +4 | $96.5K | -$8.0K | 0.4% |
| M.E. ALLISON & CO., INC. | 7,996 | +555 | $697.3K | -$7.9K | 7.5% |
| OUTFITTER FINANCIAL LLC | 6,345 | +590 | $553.3K | +$7.9K | 10.3% |
| PATTON FUND MANAGEMENT, INC. | 2,556 | +121 | $222.9K | -$7.9K | 5.0% |
| Marquette Asset Management, LLC | 246 | +102 | $21.5K | +$7.8K | 70.8% |
| Manchester Capital Management LLC | 2,401 | +272 | $209.4K | +$7.6K | 12.8% |
| BELLEVUE ASSET MANAGEMENT, LLC | 1,073 | +6 | $93.6K | -$7.6K | 0.6% |
| CVA Family Office, LLC | 2,385 | +112 | $208.0K | -$7.4K | 4.9% |
| CYBER HORNET ETFs LLC | 3,158 | +176 | $275.4K | -$7.2K | 5.9% |
| COURIER CAPITAL LLC | 33,378 | +2,741 | $2.9M | +$7.1K | 8.9% |
| Accredited Investors Inc. | 2,446 | +120 | $213.3K | -$7.1K | 5.2% |
| Redwood Park Advisors LLC | 1,045 | +8 | $91.2K | -$7.1K | 0.8% |
| Curran Financial Partners, LLC | 2,429 | +269 | $211.8K | +$7.1K | 12.4% |
| AMG National Trust Bank | 3,303 | +191 | $288.1K | -$6.9K | 6.1% |
| Warren Street Wealth Advisors, LLC | 2,400 | +262 | $209.3K | +$6.7K | 12.3% |
| L2 Asset Management, LLC | 5,515 | +373 | $480.9K | -$6.4K | 7.3% |
| PGIM Custom Harvest LLC | 5,056 | +471 | $440.9K | +$6.4K | 10.3% |
| Legacy Trust | 4,841 | +320 | $422.1K | -$6.3K | 7.1% |
| DecisionPoint Financial, LLC | 82 | +72 | $7.2K | +$6.2K | 720.0% |
| Roxbury Financial LLC | 889 | +8 | $77.5K | -$6.0K | 0.9% |
| PRINCIPAL SECURITIES, INC. | 24,786 | +1,917 | $2.2M | -$5.9K | 8.4% |
| WHITE PINE CAPITAL LLC | 3,697 | +233 | $322.4K | -$5.9K | 6.7% |
| First Command Advisory Services, Inc. | 6,959 | +494 | $606.8K | -$5.9K | 7.6% |
| PDS Planning, Inc | 6,612 | +467 | $576.6K | -$5.8K | 7.6% |
| Community Bank, N.A. | 1,750 | +200 | $152.6K | +$5.7K | 12.9% |
| Center for Financial Planning, Inc. | 1,539 | +180 | $134.2K | +$5.4K | 13.2% |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,644 | +155 | $230.6K | -$5.2K | 6.2% |
| CALDWELL SUTTER CAPITAL, INC. | 994 | +25 | $86.7K | -$5.2K | 2.6% |
| Sara-Bay Financial | 4,531 | +398 | $396.8K | +$5.1K | 9.6% |
| CWM, LLC | 165,475 | +64,104 | $14.4K | +$4.8K | 63.2% |
| RWA WEALTH PARTNERS, LLC | 4,953 | +345 | $431.9K | -$4.8K | 7.5% |
| Accel Wealth Management | 2,520 | +151 | $219.8K | -$4.7K | 6.4% |
| Steigerwald, Gordon & Koch Inc. | 439 | +84 | $38.3K | +$4.6K | 23.7% |
| Dunhill Financial, LLC | 768 | +13 | $67.0K | -$4.6K | 1.7% |
| HighMark Wealth Management LLC | 623 | +1 | $54.3K | -$4.6K | 0.2% |
| Concord Wealth Partners | 40,779 | +3,212 | $3.6M | -$4.3K | 8.6% |
| FRANKLIN STREET ADVISORS INC /NC | 8,506 | +723 | $741.7K | +$4.2K | 9.3% |
| INSIGNEO ADVISORY SERVICES, LLC | 3,930 | +270 | $342.7K | -$4.2K | 7.4% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 585,521 | +3,045 | $51.1K | -$4.1K | 0.5% |
| Vestcor Inc | 206,180 | +60,173 | $18.0K | +$4.1K | 41.2% |
| Rakuten Securities, Inc. | 120 | +52 | $10.5K | +$4.0K | 76.5% |
| Goldstone Financial Group, LLC | 8,437 | +632 | $735.7K | -$4.0K | 8.1% |
| DT Investment Partners, LLC | 2,437 | +236 | $212.5K | +$3.9K | 10.7% |
| Total Clarity Wealth Management, Inc. | 3,283 | +221 | $286.3K | -$3.9K | 7.2% |
| Darwin Wealth Management, LLC | 574 | +5 | $50.1K | -$3.9K | 0.9% |
| Winch Advisory Services, LLC | 556 | +5 | $48.5K | -$3.8K | 0.9% |
| ACADIAN ASSET MANAGEMENT LLC | 44,081 | +41,694 | $3.8K | +$3.6K | 1746.7% |
| Abacus Planning Group, Inc. | 2,543 | +165 | $221.8K | -$3.6K | 6.9% |
| Bogart Wealth, LLC | 2,066 | +127 | $180.2K | -$3.6K | 6.5% |
| Park Square Financial Group, LLC | 355 | +84 | $29.2K | +$3.5K | 31.0% |
| MBM WEALTH CONSULTANTS, LLC | 5,105 | +445 | $445.2K | +$3.5K | 9.5% |
| IMA Advisory Services, Inc. | 49 | +41 | $4.3K | +$3.5K | 512.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 67,648 | +41,575 | $5.9K | +$3.4K | 159.4% |
| Diversify Advisory Services, LLC | 14,332 | +690 | $1.3M | +$3.3K | 5.0% |
| Jackson, Grant Investment Advisers, Inc. | 2,280 | +217 | $198.8K | +$3.2K | 10.5% |
| MB, LEVIS & ASSOCIATES, LLC | 425 | +1 | $37.0K | -$3.1K | 0.2% |
| Altshuler Shaham Ltd | 17,267 | +1,349 | $1.5M | -$2.9K | 8.5% |
| GATEWAY INVESTMENT ADVISERS LLC | 3,040 | +272 | $265.1K | +$2.8K | 9.8% |
| Braun-Bostich & Associates Inc. | 2,708 | +242 | $236.1K | +$2.4K | 9.8% |
| BLB&B Advisors, LLC | 4,599 | +342 | $401.0K | -$2.4K | 8.0% |
| Vermillion & White Wealth Management Group, LLC | 1,256 | +75 | $109.5K | -$2.4K | 6.3% |
| Kozak & Associates, Inc. | 852 | +8 | $74.1K | -$2.4K | 0.9% |
| CANADA LIFE ASSURANCE Co | 623,651 | +20,414 | $54.4K | -$2.2K | 3.4% |
| Frazier Financial Advisors, LLC | 323 | +2 | $28.2K | -$2.2K | 0.6% |
| Addison Advisors LLC | 778 | +39 | $67.8K | -$2.2K | 5.3% |
| Taylor Hoffman Capital Management LLC | 2,366 | +166 | $206.3K | -$2.2K | 7.5% |
| Janney Montgomery Scott LLC | 373,869 | +6,974 | $32.6K | -$2.2K | 1.9% |
| NorthStar Asset Management LLC /NJ/ | 3,904 | +289 | $340.4K | -$2.2K | 8.0% |
| Thrivent Financial for Lutherans | 95,640 | +30,211 | $8.3K | +$2.1K | 46.2% |
| Legacy Bridge, LLC | 2,300 | +205 | $200.6K | +$2.0K | 9.8% |
| IMG Wealth Management, Inc. | 422 | +13 | $36.8K | -$2.0K | 3.2% |
| Bay Harbor Wealth Management, LLC | 70 | +26 | $6.1K | +$1.9K | 59.1% |
| Activest Wealth Management | 332 | +8 | $28.9K | -$1.8K | 2.5% |
| Howard Hughes Medical Institute | 237 | +1 | $20.7K | -$1.7K | 0.4% |
| New England Capital Financial Advisors LLC | 233 | +1 | $20.3K | -$1.6K | 0.4% |
| High Note Wealth, LLC | 393 | +48 | $34.3K | +$1.6K | 13.9% |
| CHILTON CAPITAL MANAGEMENT LLC | 376 | +15 | $32.8K | -$1.4K | 4.2% |
| Root Financial Partners, LLC | 1,049 | +69 | $91.5K | -$1.4K | 7.0% |
| Tower View Wealth Management LLC | 194 | +2 | $16.9K | -$1.3K | 1.0% |
| CBIZ Investment Advisory Services, LLC | 206 | +4 | $18.0K | -$1.2K | 2.0% |
| Crewe Advisors LLC | 26 | +14 | $2.3K | +$1.1K | 116.7% |
| M Holdings Securities, Inc. | 24,668 | +11,966 | $2.2K | +$947 | 94.2% |
| ELEVATION WEALTH PARTNERS, LLC | 56 | +14 | $4.9K | +$903 | 33.3% |
| VAN ECK ASSOCIATES CORP | 446,334 | +26,165 | $38.9K | -$898 | 6.2% |
| Cambridge Investment Research Advisors, Inc. | 460,252 | +27,341 | $40.1K | -$893 | 6.3% |
| Daiwa Securities Group Inc. | 180,107 | +5,768 | $15.7K | -$817 | 3.3% |
| T. Rowe Price Investment Management, Inc. | 30,300 | +10,748 | $2.6K | +$790 | 55.0% |
| Wagner Wealth Management, LLC | 10,188 | +822 | $888.4K | +$776 | 8.8% |
| PayPay Securities Corp | 62 | +12 | $5.4K | +$689 | 24.0% |
| Compass Financial Services Inc | 102 | +1 | $8.9K | -$688 | 1.0% |
| Aldebaran Financial Inc. | 2,550 | +200 | $223.3K | +$594 | 8.5% |
| Coston, McIsaac & Partners | 75,387 | +648 | $6.6K | -$508 | 0.9% |
| FINANCIAL CONSULATE, INC | 585 | +42 | $51.0K | -$485 | 7.7% |
| Y.D. More Investments Ltd | 1,675 | +1,476 | $458 | +$401 | 741.7% |
| CENTAURUS FINANCIAL, INC. | 36,363 | +6,892 | $3.2K | +$378 | 23.4% |
| Joel Isaacson & Co., LLC | 3,318 | +261 | $289.3K | -$355 | 8.5% |
| Smithfield Trust Co | 6,440 | +4,025 | $561 | +$332 | 166.7% |
| Holland Advisory Services, Inc. | 2,356 | +185 | $205.4K | -$316 | 8.5% |
| PEAPACK GLADSTONE FINANCIAL CORP | 40,070 | +1,356 | $3.5K | -$174 | 3.5% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 13,254 | +2,488 | $1.2K | +$135 | 23.1% |
| Matrix Trust Co | 21,988 | +2,861 | $1.9K | +$104 | 14.9% |
| Investor's Fiduciary Advisor Network, LLC | 15,710 | +281 | $1.4K | -$93 | 1.8% |
| WEDBUSH SECURITIES INC | 24,775 | +1,006 | $2.2K | -$93 | 4.2% |
| Wealth Quarterback LLC | 4,587 | +366 | $400.0K | -$58 | 8.7% |
| LaSalle St. Investment Advisors, LLC | 3,184 | +638 | $277 | +$36 | 25.1% |
| BCR Wealth Strategies, LLC | 7,009 | +819 | $611 | +$25 | 13.2% |
| Acorns Advisers, LLC | 3,811 | +540 | $332 | +$22 | 16.5% |
| SENTRY INVESTMENT MANAGEMENT LLC | 3,345 | +501 | $292 | +$18 | 17.6% |
| Elite Financial, Inc. | 2,937 | +6 | $256 | -$10 | 0.2% |
| Harel Insurance Investments & Financial Services Ltd. | 1,201 | +58 | $105 | -$3 | 5.1% |
| FDx Advisors, Inc. | 2,463 | +153 | $215 | -$2 | 6.6% |
| HAZLETT, BURT & WATSON, INC. | 844 | +77 | $74 | +$1 | 10.0% |