13F QoQ Ownership Changes
SPGI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 311 new · 763 added · 1060 reduced · 174 exited
New Positions(311)
Added To(763)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cantillon Capital Management LLC | 5,316,783 | +3,574,368 | $2.70B | +$1.85B | 205.1% |
| BlackRock, Inc. | 25,812,891 | +515,585 | $13.49B | +$1.18B | 2.0% |
| VANGUARD GROUP INC | 30,374,366 | +117,728 | $15.87B | +$1.15B | 0.4% |
| WELLS FARGO & COMPANY/MN | 4,361,089 | +1,590,554 | $2.28B | +$930.6M | 57.4% |
| JANE STREET GROUP, LLC | 2,144,524 | +1,626,606 | $1.12B | +$868.6M | 314.1% |
| TCI FUND MANAGEMENT LTD | 11,790,310 | +600,440 | $6.16B | +$715.3M | 5.4% |
| STATE STREET CORP | 14,259,690 | +157,301 | $7.45B | +$588.2M | 1.1% |
| NORGES BANK | 4,590,579 | +1,062,194 | $2.40B | +$576.2M | 30.1% |
| Capital International Investors | 3,037,912 | +922,433 | $1.59B | +$558.0M | 43.6% |
| Holocene Advisors, LP | 1,553,595 | +787,552 | $811.9M | +$439.1M | 102.8% |
| MORGAN STANLEY | 8,333,099 | +263,051 | $4.35B | +$427.0M | 3.3% |
| Amundi | 2,107,041 | +548,004 | $1.10B | +$355.4M | 35.1% |
| AMERIPRISE FINANCIAL INC | 1,892,429 | +443,887 | $983.1M | +$285.6M | 30.6% |
| MILLENNIUM MANAGEMENT LLC | 1,334,579 | +465,184 | $697.4M | +$274.3M | 53.5% |
| Temasek Holdings (Private) Ltd | 1,300,302 | +342,110 | $679.5M | +$213.2M | 35.7% |
| Unisphere Establishment | 2,000,000 | +200,000 | $1.05B | +$169.1M | 11.1% |
| Swedbank AB | 1,154,841 | +233,215 | $603.5M | +$154.9M | 25.3% |
| BARCLAYS PLC | 1,014,592 | +183,011 | $535.0M | +$130.2M | 22.0% |
| ALLIANCEBERNSTEIN L.P. | 1,259,328 | +162,291 | $658.1M | +$124.2M | 14.8% |
| GOLDMAN SACHS GROUP INC | 2,447,358 | +31,183 | $1.28B | +$103.0M | 1.3% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,778,491 | +5,654 | $1.45B | +$102.4M | 0.2% |
| Carmignac Gestion | 864,840 | +144,428 | $452.0M | +$101.3M | 20.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,225,573 | +39,585 | $1.16B | +$99.1M | 1.8% |
| AMERICAN CENTURY COMPANIES INC | 886,577 | +137,852 | $463.3M | +$98.9M | 18.4% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 462,094 | +169,166 | $241.5M | +$97.6M | 57.8% |
| National Pension Service | 730,755 | +123,400 | $381.9M | +$86.3M | 20.3% |
| BNP PARIBAS FINANCIAL MARKETS | 620,817 | +105,680 | $343.0M | +$74.6M | 20.5% |
| Stonehage Fleming Financial Services Holdings Ltd | 427,372 | +105,504 | $223.3M | +$66.7M | 32.8% |
| Robeco Institutional Asset Management B.V. | 667,470 | +83,985 | $348.8M | +$64.8M | 14.4% |
| Valley Forge Capital Management, LP | 1,758,179 | +3,081 | $918.8M | +$64.6M | 0.2% |
| D. E. Shaw & Co., Inc. | 175,218 | +115,759 | $91.6M | +$62.6M | 194.7% |
| Erste Asset Management GmbH | 264,741 | +103,425 | $139.4M | +$60.3M | 64.1% |
| Danica Pension, Livsforsikringsaktieselskab | 141,921 | +105,180 | $74.2M | +$56.3M | 286.3% |
| ABN AMRO Bank N.V. | 730,689 | +60,138 | $381.5M | +$56.1M | 9.0% |
| Fayez Sarofim & Co | 1,511,587 | +10,102 | $789.9M | +$54.6M | 0.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,970,788 | +5,706 | $1.01B | +$53.9M | 0.3% |
| Spear Holdings RSC Ltd | 147,986 | +94,787 | $77.3M | +$51.4M | 178.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 158,958 | +91,576 | $83.1M | +$50.3M | 135.9% |
| Fullerton Fund Management Co Ltd. | 204,403 | +82,634 | $106.8M | +$47.6M | 67.9% |
| BlueSpruce Investments, LP | 681,939 | +47,259 | $356.4M | +$47.5M | 7.4% |
| DIMENSIONAL FUND ADVISORS LP | 805,913 | +36,195 | $421.2M | +$46.5M | 4.7% |
| Tidal Investments LLC | 216,580 | +78,303 | $113.2M | +$45.9M | 56.6% |
| FIL Ltd | 609,207 | +48,732 | $318.4M | +$45.6M | 8.7% |
| SEI INVESTMENTS CO | 524,993 | +54,811 | $274.4M | +$45.5M | 11.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 239,118 | +75,200 | $125.0M | +$45.2M | 45.9% |
| Rothschild & Co Wealth Management UK Ltd | 1,062,338 | +11,270 | $555.2M | +$43.6M | 1.1% |
| MENORA MIVTACHIM HOLDINGS LTD. | 289,711 | +65,700 | $151.4M | +$42.4M | 29.3% |
| DNB Asset Management AS | 313,444 | +62,868 | $163.8M | +$41.8M | 25.1% |
| Magellan Asset Management Ltd | 87,710 | +77,176 | $45.8M | +$40.7M | 732.6% |
| Nan Shan Life Insurance Co., Ltd. | 99,701 | +75,900 | $52.1M | +$40.5M | 318.9% |
| Candriam S.C.A. | 185,706 | +61,047 | $97.1M | +$36.4M | 49.0% |
| Railway Pension Investments Ltd | 368,900 | +41,700 | $192.8M | +$33.5M | 12.7% |
| Tredje AP-fonden | 121,272 | +57,822 | $63.4M | +$32.5M | 91.1% |
| NATIONAL BANK OF CANADA /FI/ | 148,102 | +53,991 | $77.4M | +$31.6M | 57.4% |
| FIRST MANHATTAN CO. LLC. | 634,837 | +16,335 | $331.8M | +$30.7M | 2.6% |
| Skye Global Management LP | 436,500 | +30,500 | $228.1M | +$30.5M | 7.5% |
| C Partners Holding GmbH | 115,472 | +52,286 | $60.3M | +$29.6M | 82.7% |
| Rathbones Group PLC | 638,030 | +13,311 | $333.4M | +$29.4M | 2.1% |
| IFM Investors Pty Ltd | 62,477 | +2,280 | $32.6K | -$29.3M | 3.8% |
| PineStone Asset Management Inc. | 617,388 | +14,520 | $322.6M | +$29.2M | 2.4% |
| Allianz Asset Management GmbH | 611,261 | +12,782 | $319.4M | +$28.2M | 2.1% |
| RBF Capital, LLC | 100,000 | +50,000 | $52.3M | +$27.9M | 100.0% |
| Bridgewater Associates, LP | 78,134 | +50,178 | $40.8M | +$27.2M | 179.5% |
| Mawer Investment Management Ltd. | 206,095 | +37,866 | $107.7M | +$25.8M | 22.5% |
| Man Group plc | 208,450 | +36,267 | $108.9M | +$25.1M | 21.1% |
| LGT Group Foundation | 251,075 | +27,299 | $132.5M | +$24.7M | 12.2% |
| Russell Investments Group, Ltd. | 411,655 | +18,811 | $215.5M | +$24.1M | 4.8% |
| LOCUST WOOD CAPITAL ADVISERS, LLC | 311,932 | +25,699 | $163.0M | +$23.7M | 9.0% |
| Camrose Capital Investment Partners LLP | 118,031 | +39,334 | $61.7M | +$23.4M | 50.0% |
| ProShare Advisors LLC | 395,579 | +17,647 | $206.7M | +$22.8M | 4.7% |
| AVIVA PLC | 384,707 | +16,875 | $201.0M | +$22.0M | 4.6% |
| Schonfeld Strategic Advisors LLC | 56,206 | +41,023 | $29.4M | +$22.0M | 270.2% |
| BANK OF NOVA SCOTIA | 271,465 | +24,789 | $141.9M | +$21.8M | 10.0% |
| Hudson Way Capital Management LLC | 156,498 | +31,298 | $81.8M | +$20.8M | 25.0% |
| Korea Investment CORP | 219,342 | +24,428 | $114.6M | +$19.8M | 12.5% |
| Walleye Capital LLC | 40,370 | +36,886 | $21.1M | +$19.4M | 1058.7% |
| Corient Private Wealth LLC | 630,261 | +77,542 | $287.6M | +$18.6M | 14.0% |
| Mediolanum International Funds Ltd | 54,706 | +33,820 | $28.9M | +$18.6M | 161.9% |
| GuoLine Advisory Pte Ltd | 91,850 | +30,950 | $48.0M | +$18.4M | 50.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 471,938 | +2,189 | $246.8M | +$18.2M | 0.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 275,231 | +16,909 | $143.8M | +$18.1M | 6.5% |
| BRIDGES INVESTMENT MANAGEMENT INC | 219,986 | +20,902 | $115.0M | +$18.1M | 10.5% |
| Interval Partners, LP | 47,549 | +33,514 | $24.8M | +$18.0M | 238.8% |
| Quantinno Capital Management LP | 107,024 | +28,864 | $55.9M | +$17.9M | 36.9% |
| USS Investment Management Ltd | 491,022 | +83 | $256.6M | +$17.7M | 0.0% |
| CIBC Asset Management Inc | 90,915 | +29,519 | $47.5M | +$17.6M | 48.1% |
| Port Capital LLC | 77,735 | +29,825 | $40.6M | +$17.3M | 62.3% |
| DANSKE BANK A/S | 225,778 | +18,465 | $118.0M | +$17.1M | 8.9% |
| LBP AM SA | 96,531 | +27,673 | $50.4M | +$16.9M | 40.2% |
| US BANCORP \DE\ | 269,867 | +14,895 | $141.0M | +$16.9M | 5.8% |
| COMGEST GLOBAL INVESTORS S.A.S. | 454,062 | +63 | $237.3M | +$16.3M | 0.0% |
| Rakuten Investment Management, Inc. | 40,884 | +16,340 | $21.7M | +$16.1M | 66.6% |
| Select Equity Group, L.P. | 74,946 | +25,073 | $39.2M | +$14.9M | 50.3% |
| PRINCIPAL FINANCIAL GROUP INC | 344,476 | +4,983 | $180.0M | +$14.8M | 1.5% |
| Explore Capital Management, LLC | 48,750 | +27,750 | $24.7M | +$14.5M | 132.1% |
| Aberdeen Group plc | 381,210 | +1,515 | $199.2M | +$14.5M | 0.4% |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 334,175 | +4,500 | $174.6M | +$14.2M | 1.4% |
| LPL Financial LLC | 320,238 | +5,225 | $167.4M | +$14.0M | 1.6% |
| Vontobel Holding Ltd. | 181,774 | +14,299 | $95.0M | +$13.5M | 8.5% |
| Pictet Asset Management Holding SA | 205,642 | +11,843 | $107.5M | +$13.2M | 6.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 267,288 | +6,904 | $139.7M | +$13.0M | 2.6% |
| Allspring Global Investments Holdings, LLC | 263,691 | +9,901 | $135.2M | +$12.9M | 3.9% |
| MARSHALL WACE, LLP | 118,862 | +17,769 | $62.1M | +$12.9M | 17.6% |
| Calamos Advisors LLC | 122,648 | +16,708 | $64.1M | +$12.5M | 15.8% |
| Capital Research Global Investors | 318,191 | +1,131 | $166.3M | +$12.0M | 0.3% |
| Atalan Capital Partners, LP | 310,200 | +1,000 | $162.1M | +$11.6M | 0.3% |
| Rockefeller Capital Management L.P. | 1,654,326 | +1,590,398 | $42.5M | +$11.3M | 2487.8% |
| TRB Advisors LP | 30,000 | +20,000 | $15.7M | +$10.8M | 200.0% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 42,292 | +18,379 | $22.1M | +$10.5M | 76.8% |
| Quilter Plc | 164,867 | +8,839 | $86.2M | +$10.2M | 5.7% |
| RWA WEALTH PARTNERS, LLC | 52,592 | +16,981 | $27.5M | +$10.2M | 47.7% |
| Cerity Partners LLC | 199,261 | +5,117 | $104.1M | +$9.6M | 2.6% |
| Northwest & Ethical Investments L.P. | 46,316 | +16,134 | $24.2M | +$9.5M | 53.5% |
| AQR CAPITAL MANAGEMENT LLC | 142,114 | +8,627 | $74.3M | +$9.3M | 6.5% |
| Vinva Investment Management Ltd | 42,147 | +15,765 | $22.2M | +$9.3M | 59.8% |
| Creative Planning | 102,115 | +11,422 | $53.4M | +$9.2M | 12.6% |
| Incline Global Management LLC | 26,745 | +16,852 | $14.0M | +$9.2M | 170.3% |
| MAI Capital Management | 31,485 | +16,368 | $16.5M | +$9.1M | 108.3% |
| Banco Santander, S.A. | 49,739 | +14,671 | $26.0M | +$8.9M | 41.8% |
| Generate Investment Management Ltd | 35,000 | +15,000 | $18.3M | +$8.6M | 75.0% |
| Focus Partners Wealth | 183,876 | +3,940 | $96.1M | +$8.5M | 2.2% |
| NISA INVESTMENT ADVISORS, LLC | 186,481 | +3,009 | $97.5M | +$8.2M | 1.6% |
| Woodline Partners LP | 52,937 | +11,636 | $27.7M | +$7.6M | 28.2% |
| BNP PARIBAS | 62,805 | +11,119 | $32.9M | +$7.5M | 21.5% |
| SORA INVESTORS LLC | 66,305 | +10,590 | $34.7M | +$7.5M | 19.0% |
| CAPITAL INTERNATIONAL SARL | 51,648 | +11,377 | $27.0M | +$7.4M | 28.3% |
| Cornerstone Advisors, LLC | 37,900 | +12,300 | $19.8M | +$7.3M | 48.0% |
| D.A. DAVIDSON & CO. | 176,282 | +1,765 | $92.1M | +$7.2M | 1.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 56,975 | +10,504 | $29.8M | +$7.2M | 22.6% |
| Investment Management Corp of Ontario | 27,752 | +12,604 | $14.5M | +$7.1M | 83.2% |
| Foster Victor Wealth Advisors, LLC | 43,735 | +8,489 | $23.9M | +$7.0M | 24.1% |
| Marathon Asset Management Ltd | 59,026 | +9,847 | $30.8M | +$6.9M | 20.0% |
| CRAWFORD INVESTMENT COUNSEL INC | 167,591 | +1,743 | $87.6M | +$6.9M | 1.1% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 112,895 | +5,580 | $59.0M | +$6.8M | 5.2% |
| OVERSEA-CHINESE BANKING Corp Ltd | 21,848 | +12,158 | $11.4M | +$6.7M | 125.5% |
| Mariner, LLC | 144,876 | +3,049 | $75.7M | +$6.7M | 2.1% |
| ALLSTATE CORP | 23,301 | +11,998 | $12.2M | +$6.7M | 106.1% |
| Addenda Capital Inc. | 36,979 | +10,913 | $19.3M | +$6.6M | 41.9% |
| J. Safra Sarasin Holding AG | 68,089 | +8,526 | $35.6M | +$6.6M | 14.3% |
| HighTower Advisors, LLC | 162,568 | +1,098 | $85.0M | +$6.4M | 0.7% |
| Cornerstone Wealth Group, LLC | 12,419 | +11,842 | $6.5M | +$6.2M | 2052.3% |
| CULLINAN ASSOCIATES INC | 121,940 | +3,700 | $63.7M | +$6.2M | 3.1% |
| Global X Japan Co., Ltd. | 15,809 | +11,401 | $8.3M | +$6.1M | 258.6% |
| Capital International, Inc./CA/ | 70,716 | +7,343 | $37.0M | +$6.1M | 11.6% |
| Totem Point Management, LLC | 22,579 | +10,210 | $11.8M | +$5.8M | 82.5% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 120,642 | +2,672 | $63.0M | +$5.6M | 2.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 117,192 | +2,166 | $61.2M | +$5.3M | 1.9% |
| COMMUNITY TRUST & INVESTMENT CO | 36,939 | +8,022 | $19.3M | +$5.2M | 27.7% |
| WHITTIER TRUST CO | 71,429 | +1,804 | $38.5M | +$5.1M | 2.6% |
| Lansforsakringar Fondforvaltning AB (publ) | 101,329 | +3,052 | $53.0M | +$5.1M | 3.1% |
| Advisors Capital Management, LLC | 11,463 | +9,592 | $6.0M | +$5.1M | 512.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 109,736 | +2,154 | $57.3M | +$5.0M | 2.0% |
| JONES FINANCIAL COMPANIES LLLP | 71,564 | +4,755 | $37.4M | +$4.9M | 7.1% |
| CAPITAL INTERNATIONAL LTD /CA/ | 28,729 | +7,550 | $15.0M | +$4.7M | 35.6% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 105,565 | +1,699 | $55.2M | +$4.6M | 1.6% |
| Aureus Asset Management, LLC | 72,157 | +3,935 | $37.7M | +$4.5M | 5.8% |
| JACKSON HILL ADVISORS, LLC | 39,000 | +6,250 | $20.4M | +$4.4M | 19.1% |
| HOWE & RUSLING INC | 10,349 | +8,099 | $5.4M | +$4.3M | 359.9% |
| Farther Finance Advisors, LLC | 13,157 | +7,874 | $6.9M | +$4.3M | 149.0% |
| Vanguard Personalized Indexing Management, LLC | 50,176 | +5,076 | $26.2M | +$4.2M | 11.3% |
| Birch Hill Investment Advisors LLC | 106,211 | +666 | $55.5M | +$4.1M | 0.6% |
| XPONANCE, INC. | 55,431 | +4,314 | $29.0M | +$4.1M | 8.4% |
| Czech National Bank | 81,743 | +2,374 | $42.7M | +$4.1M | 3.0% |
| Vest Financial, LLC | 109,018 | +291 | $57.0M | +$4.1M | 0.3% |
| Callan Family Office, LLC | 38,993 | +5,426 | $20.4M | +$4.0M | 16.2% |
| ODDO BHF ASSET MANAGEMENT SAS | 69,452 | +3,095 | $36.3M | +$4.0M | 4.7% |
| HOWLAND CAPITAL MANAGEMENT LLC | 101,789 | +672 | $53.2M | +$4.0M | 0.7% |
| Bluegrass Capital Partners LP | 27,000 | +6,000 | $14.1M | +$3.9M | 28.6% |
| OAKMONT Corp | 81,425 | +1,932 | $42.6M | +$3.9M | 2.4% |
| Nippon Life Global Investors Americas, Inc. | 22,530 | +6,270 | $11.8M | +$3.9M | 38.6% |
| Vestmark Advisory Solutions, Inc. | 11,096 | +6,810 | $5.8M | +$3.7M | 158.9% |
| Elo Mutual Pension Insurance Co | 40,312 | +4,607 | $21.1M | +$3.7M | 12.9% |
| BROADWATER CAPITAL MANAGEMENT LLC | 1,884,221 | +1,856,061 | $15.4M | +$3.7M | 6591.1% |
| FIRST TRUST ADVISORS LP | 53,533 | +3,472 | $28.0M | +$3.6M | 6.9% |
| Cinctive Capital Management LP | 7,398 | +6,850 | $3.9M | +$3.6M | 1250.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 73,966 | +1,748 | $38.7M | +$3.5M | 2.4% |
| YCG, LLC | 85,851 | +748 | $44.9M | +$3.4M | 0.9% |
| Teamwork Financial Advisors, LLC | 29,488 | +4,669 | $15.4M | +$3.3M | 18.8% |
| AE Wealth Management LLC | 72,296 | +1,460 | $37.8M | +$3.3M | 2.1% |
| NEOS Investment Management LLC | 45,547 | +3,411 | $23.8M | +$3.3M | 8.1% |
| Advocacy Wealth Management Services, LLC | 29,263 | +4,367 | $15.3M | +$3.2M | 17.5% |
| Gallo Partners, LP | 10,334 | +5,672 | $5.4M | +$3.1M | 121.7% |
| Mirae Asset Global Investments Co., Ltd. | 60,209 | +1,944 | $31.5M | +$3.1M | 3.3% |
| Ninety One North America, Inc. | 69,447 | +1,087 | $36.3M | +$3.0M | 1.6% |
| Delta Accumulation, LLC | 5,800 | +2,600 | $3.0M | -$3.0M | 81.3% |
| MIDDLETON & CO INC/MA | 25,163 | +4,131 | $13.1M | +$2.9M | 19.6% |
| Karani Asset Management LLC | 12,533 | +5,002 | $6.5M | +$2.9M | 66.4% |
| Varma Mutual Pension Insurance Co | 64,507 | +1,100 | $33.7M | +$2.8M | 1.7% |
| TD Waterhouse Canada Inc. | 39,140 | +2,557 | $20.5M | +$2.8M | 7.0% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 11,851 | +4,937 | $6.2M | +$2.8M | 71.4% |
| Evelyn Partners Investment Management Services Ltd | 15,672 | +5,470 | $8.2M | +$2.8M | 53.6% |
| Bank Pictet & Cie (Europe) AG | 74,709 | +230 | $39.0M | +$2.8M | 0.3% |
| Evelyn Partners Investment Management LLP | 80,453 | +6,010 | $42.0M | +$2.8M | 8.1% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 18,340 | +4,268 | $9.6M | +$2.7M | 30.3% |
| BLI - Banque de Luxembourg Investments | 53,461 | +1,641 | $28.2M | +$2.7M | 3.2% |
| Prestige Wealth Management Group LLC | 6,453 | +5,533 | $3.2M | +$2.7M | 601.4% |
| M&T Bank Corp | 38,940 | +2,498 | $20.3M | +$2.6M | 6.8% |
| Concurrent Investment Advisors, LLC | 15,005 | +4,252 | $7.8M | +$2.6M | 39.5% |
| Jump Financial, LLC | 6,889 | +4,766 | $3.6M | +$2.6M | 224.5% |
| Pathstone Holdings, LLC | 54,300 | +1,009 | $28.4M | +$2.4M | 1.9% |
| EVENTIDE ASSET MANAGEMENT, LLC | 26,995 | +2,952 | $14.2M | +$2.4M | 12.3% |
| Ninety One SA (PTY) Ltd | 16,198 | +3,586 | $8.5M | +$2.3M | 28.4% |
| CARDEROCK CAPITAL MANAGEMENT INC | 23,241 | +2,963 | $12.1M | +$2.3M | 14.6% |
| Dynamic Advisor Solutions LLC | 16,030 | +3,270 | $8.4M | +$2.2M | 25.6% |
| Wealthfront Advisers LLC | 41,421 | +1,353 | $21.6M | +$2.1M | 3.4% |
| PITTENGER & ANDERSON INC | 52,265 | +485 | $27.3M | +$2.1M | 0.9% |
| Global Retirement Partners, LLC | 6,435 | +3,804 | $3.4M | +$2.1M | 144.6% |
| Horizon Investments, LLC | 21,836 | +2,549 | $11.4M | +$2.0M | 13.2% |
| Fairtree Asset Management (Pty) Ltd | 5,703 | +3,665 | $3.0M | +$2.0M | 179.8% |
| NewEdge Wealth, LLC | 7,126 | +3,553 | $3.7M | +$1.9M | 99.4% |
| FIRST MERCHANTS CORP | 16,614 | +2,733 | $8.7M | +$1.9M | 19.7% |
| CAPTRUST FINANCIAL ADVISORS | 32,572 | +1,540 | $17.0M | +$1.9M | 5.0% |
| NewEdge Advisors, LLC | 16,967 | +2,661 | $8.9M | +$1.9M | 18.6% |
| SUMITOMO LIFE INSURANCE CO | 30,949 | +1,612 | $16.2M | +$1.9M | 5.5% |
| GDS Wealth Management | 34,640 | +1,325 | $18.1M | +$1.9M | 4.0% |
| First Financial Bankshares Inc | 31,771 | +1,499 | $16.6M | +$1.9M | 5.0% |
| Berkeley, Inc | 19,249 | +2,391 | $10.1M | +$1.9M | 14.2% |
| PYA Waltman Capital, LLC | 26,184 | +1,851 | $13.7M | +$1.8M | 7.6% |
| OFI INVEST ASSET MANAGEMENT | 29,635 | +1,817 | $13.4M | +$1.8M | 6.5% |
| CENTRAL BANK & TRUST CO | 17,979 | +2,368 | $9.4M | +$1.8M | 15.2% |
| Americana Partners, LLC | 15,477 | +2,534 | $8.1M | +$1.8M | 19.6% |
| Badgley Phelps Wealth Managers, LLC | 13,622 | +2,627 | $7.1M | +$1.8M | 23.9% |
| GAM Holding AG | 8,991 | +2,817 | $4.7M | +$1.7M | 45.6% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4,693 | +3,093 | $2.5M | +$1.7M | 193.3% |
| Prime Capital Investment Advisors, LLC | 29,348 | +1,254 | $15.3M | +$1.7M | 4.5% |
| Maple Capital Management, Inc. | 43,224 | +119 | $22.6M | +$1.6M | 0.3% |
| MGO ONE SEVEN LLC | 7,920 | +2,658 | $4.1M | +$1.6M | 50.5% |
| QRG CAPITAL MANAGEMENT, INC. | 24,680 | +1,410 | $12.9M | +$1.6M | 6.0% |
| Triavera Capital LLC | 24,565 | +1,376 | $12.8M | +$1.6M | 5.9% |
| Leo Wealth, LLC | 3,846 | +2,832 | $2.0M | +$1.5M | 279.3% |
| Avanza Fonder AB | 23,263 | +1,397 | $12.2M | +$1.5M | 6.4% |
| Peak Asset Management, LLC | 38,101 | +283 | $19.9M | +$1.5M | 0.7% |
| Motiv8 Investments LLC | 3,120 | +87 | $1.6K | -$1.5M | 2.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25,048 | +1,033 | $13.1M | +$1.4M | 4.3% |
| HOWARD BAILEY SECURITIES, LLC | 4,011 | +2,671 | $2.0M | +$1.4M | 199.3% |
| CHOREO, LLC | 25,913 | +658 | $13.7M | +$1.4M | 2.6% |
| Apollon Wealth Management, LLC | 31,113 | +514 | $16.3M | +$1.4M | 1.7% |
| Pacer Advisors, Inc. | 26,504 | +854 | $13.9M | +$1.4M | 3.3% |
| Bell Asset Management Ltd | 10,562 | +1,961 | $5.6M | +$1.4M | 22.8% |
| AlphaQuest LLC | 3,096 | +2,545 | $1.6M | +$1.3M | 461.9% |
| BAILARD, INC. | 31,748 | +376 | $16.6M | +$1.3M | 1.2% |
| Empowered Funds, LLC | 26,215 | +751 | $13.7M | +$1.3M | 2.9% |
| UNIVEST FINANCIAL Corp | 35,602 | +24 | $18.6M | +$1.3M | 0.1% |
| Canada Post Corp Registered Pension Plan | 14,536 | +1,699 | $7.6M | +$1.3M | 13.2% |
| Lombard Odier Asset Management (Switzerland) SA | 13,986 | +1,602 | $7.3M | +$1.3M | 12.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | 3,369 | +2,383 | $1.8M | +$1.3M | 241.7% |
| Tower Research Capital LLC (TRC) | 9,837 | +1,886 | $5.1M | +$1.3M | 23.7% |
| Fulcrum Capital LLC | 21,726 | +999 | $11.4M | +$1.3M | 4.8% |
| SteelPeak Wealth, LLC | 8,074 | +1,990 | $4.2M | +$1.3M | 32.7% |
| GTS SECURITIES LLC | 4,367 | +2,250 | $2.3M | +$1.3M | 106.3% |
| HUNTINGTON NATIONAL BANK | 30,277 | +266 | $15.8M | +$1.2M | 0.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 25,543 | +585 | $13.3M | +$1.2M | 2.3% |
| StoneX Group Inc. | 4,970 | +2,055 | $2.6M | +$1.2M | 70.5% |
| STERLING INVESTMENT MANAGEMENT, LLC | 13,171 | +1,422 | $6.9M | +$1.2M | 12.1% |
| Machina Capital S.A.S. | 3,934 | +2,076 | $2.1M | +$1.2M | 111.7% |
| Glenview Trust co | 28,675 | +142 | $15.0M | +$1.1M | 0.5% |
| Stamos Capital Partners, L.P. | 3,208 | +1,997 | $1.7M | +$1.1M | 164.9% |
| Ashton Thomas Private Wealth, LLC | 16,674 | +987 | $8.7M | +$1.1M | 6.3% |
| QUADRANT CAPITAL GROUP LLC | 10,012 | +1,450 | $5.2M | +$1.1M | 16.9% |
| Merit Financial Group, LLC | 27,324 | +156 | $14.3M | +$1.1M | 0.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 27,809 | +110 | $14.5M | +$1.1M | 0.4% |
| HB Wealth Management, LLC | 19,763 | +682 | $10.3M | +$1.0M | 3.6% |
| Linscomb Wealth, Inc. | 2,780 | +1,920 | $1.5M | +$1.0M | 223.3% |
| GAMCO INVESTORS, INC. ET AL | 19,286 | +702 | $10.1M | +$1.0M | 3.8% |
| Penobscot Investment Management Company, Inc. | 18,456 | +734 | $9.6M | +$1.0M | 4.1% |
| Arkadios Wealth Advisors | 9,341 | +1,402 | $4.9M | +$1.0M | 17.6% |
| NWAM LLC | 2,747 | +1,881 | $1.4M | +$1.0M | 217.2% |
| Advisors Asset Management, Inc. | 22,229 | +433 | $11.6M | +$1.0M | 2.0% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 9,451 | +1,350 | $4.9M | +$996.2K | 16.7% |
| SCHOLTZ & COMPANY, LLC | 9,476 | +1,340 | $5.0M | +$992.2K | 16.5% |
| Value Partners Investments Inc. | 8,400 | +1,400 | $4.4M | +$985.0K | 20.0% |
| Atlantic Union Bankshares Corp | 23,242 | +310 | $12.1M | +$984.8K | 1.4% |
| SIG BROKERAGE, LP | 11,817 | +1,131 | $6.2M | +$974.5K | 10.6% |
| Moran Wealth Management, LLC | 26,162 | +68 | $13.7M | +$971.8K | 0.3% |
| Snider Financial Group | 7,300 | +1,444 | $3.8M | +$964.8K | 24.6% |
| Rench Wealth Management, Inc. | 2,259 | +1,807 | $1.2M | +$960.7K | 399.8% |
| Phraction Management LLC | 23,415 | +247 | $12.2M | +$960.3K | 1.1% |
| Limestone Investment Advisors LP | 2,300 | +1,800 | $1.2M | +$958.6K | 360.0% |
| Vise Technologies, Inc. | 7,933 | +1,377 | $4.1M | +$954.6K | 21.0% |
| BALDWIN WEALTH PARTNERS LLC/MA | 20,053 | +455 | $10.5M | +$940.9K | 2.3% |
| Aptus Capital Advisors, LLC | 10,997 | +1,103 | $5.7M | +$931.4K | 11.1% |
| Banque de Luxembourg S.A. | 15,854 | +736 | $8.3M | +$927.1K | 4.9% |
| Claar Advisors LLC | 24,712 | +64 | $12.9M | +$917.8K | 0.3% |
| KANAWHA CAPITAL MANAGEMENT LLC | 16,022 | +675 | $8.4M | +$903.4K | 4.4% |
| Krilogy Financial LLC | 6,812 | +1,262 | $3.6M | +$887.1K | 22.7% |
| UniSuper Management Pty Ltd | 23,385 | +62 | $12.2M | +$869.2K | 0.3% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 22,743 | +101 | $11.9M | +$865.2K | 0.4% |
| American Money Management, LLC | 13,159 | +783 | $6.9M | +$853.3K | 6.3% |
| VIRTUS ADVISERS, LLC | 1,677 | +1,621 | $869.0K | +$841.7K | 2894.6% |
| MOTCO | 20,938 | +139 | $10.9M | +$818.9K | 0.7% |
| ASSETMARK, INC | 10,646 | +895 | $5.6M | +$817.4K | 9.2% |
| Private Advisor Group, LLC | 11,368 | +834 | $5.9M | +$813.5K | 7.9% |
| Savvy Advisors, Inc. | 3,721 | +1,389 | $1.9M | +$809.6K | 59.6% |
| Wellspring Financial Advisors, LLC | 2,193 | +1,490 | $1.1M | +$804.3K | 211.9% |
| MATTERN CAPITAL MANAGEMENT, LLC | 20,992 | +75 | $11.0M | +$789.7K | 0.3% |
| Whitaker-Myers Wealth Managers, LTD. | 3,051 | +1,377 | $1.6M | +$779.7K | 82.3% |
| Foundations Investment Advisors, LLC | 4,002 | +1,306 | $2.1M | +$779.0K | 48.4% |
| BANQUE PICTET & CIE SA | 18,477 | +230 | $9.7M | +$774.9K | 1.3% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 6,111 | +1,128 | $3.2M | +$768.3K | 22.6% |
| Sequoia Financial Advisors, LLC | 9,547 | +871 | $5.0M | +$766.4K | 10.0% |
| Florida Trust Wealth Management Co | 6,440 | +1,095 | $3.4M | +$764.0K | 20.5% |
| GHP Investment Advisors, Inc. | 15,253 | +430 | $8.0M | +$756.7K | 2.9% |
| Hennion & Walsh Asset Management, Inc. | 15,315 | +425 | $8.0M | +$756.4K | 2.9% |
| Plato Investment Management Ltd | 11,360 | +541 | $6.0M | +$740.0K | 5.0% |
| FIRST HORIZON CORP | 18,502 | +155 | $9.7M | +$739.3K | 0.8% |
| S.E.E.D. Planning Group LLC | 5,531 | +1,103 | $2.9M | +$735.3K | 24.9% |
| T. Rowe Price Investment Management, Inc. | 1,446,633 | +1,385,249 | $756.0K | +$726.1K | 2256.7% |
| Waverly Advisors, LLC | 5,691 | +1,066 | $3.0M | +$723.0K | 23.0% |
| GHE, LLC | 11,981 | +600 | $6.3M | +$721.9K | 5.3% |
| Groupe la Francaise | 14,824 | +368 | $7.7M | +$711.0K | 2.5% |
| O'Brien Greene & Co. Inc | 16,439 | +244 | $8.6M | +$708.3K | 1.5% |
| Midwest Trust Co | 16,075 | +264 | $8.4M | +$705.3K | 1.7% |
| Chesley Taft & Associates LLC | 12,319 | +520 | $6.4M | +$695.1K | 4.4% |
| SIGNATUREFD, LLC | 26,340 | +9,275 | $9.0M | +$688.5K | 54.4% |
| Silvant Capital Management LLC | 18,203 | +63 | $9.5M | +$683.8K | 0.3% |
| Wealthspire Advisors, LLC | 1,891 | +1,231 | $988.3K | +$666.9K | 186.5% |
| GRIFFIN ASSET MANAGEMENT, INC. | 2,875 | +1,150 | $1.5M | +$662.9K | 66.7% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 12,463 | +443 | $6.5M | +$662.8K | 3.7% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,744 | +1,221 | $911.3K | +$656.8K | 233.5% |
| Kestra Advisory Services, LLC | 13,209 | +359 | $6.9M | +$648.7K | 2.8% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 16,132 | +90 | $8.4M | +$622.6K | 0.6% |
| Tyche Wealth Partners LLC | 1,764 | +1,145 | $921.7K | +$620.4K | 185.0% |
| Chapman Investment Management, LLC | 7,998 | +663 | $4.2M | +$609.7K | 9.0% |
| EAGLE GLOBAL ADVISORS LLC | 16,519 | +27 | $8.6M | +$605.9K | 0.2% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7,809 | +651 | $4.1M | +$597.0K | 9.1% |
| SEVEN MILE ADVISORY | 1,744 | +1,094 | $911.5K | +$595.1K | 168.3% |
| Signal Advisors Wealth, LLC | 4,617 | +871 | $2.4M | +$590.0K | 23.3% |
| BNC WEALTH MANAGEMENT, LLC | 10,893 | +398 | $5.7M | +$584.1K | 3.8% |
| Siemens Fonds Invest GmbH | 9,852 | +355 | $5.2M | +$576.5K | 3.7% |
| Blue Zone Wealth Advisors, LLC | 13,145 | +214 | $6.9M | +$575.8K | 1.6% |
| Financial & Tax Architects, LLC | 14,676 | +100 | $7.7M | +$575.4K | 0.7% |
| CAMDEN NATIONAL BANK | 14,812 | +87 | $7.7M | +$573.8K | 0.6% |
| Advisory Services Network, LLC | 11,737 | +314 | $6.1M | +$573.8K | 2.7% |
| NBT BANK N A /NY | 18,792 | +340 | $9.6M | +$569.6K | 1.8% |
| ALPS ADVISORS INC | 13,838 | +148 | $7.2M | +$568.5K | 1.1% |
| NovaPoint Capital, LLC | 11,093 | +327 | $5.8M | +$557.2K | 3.0% |
| Clearstead Advisors, LLC | 13,072 | +166 | $6.8M | +$549.6K | 1.3% |
| Robertson Stephens Wealth Management, LLC | 6,608 | +642 | $3.5M | +$549.6K | 10.8% |
| Golden State Equity Partners | 2,918 | +907 | $1.5M | +$546.1K | 45.1% |
| Waterway Wealth Management, LLC | 1,971 | +971 | $1.0M | +$543.4K | 97.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 9,978 | +374 | $5.2M | +$540.0K | 3.9% |
| Spire Wealth Management | 3,964 | +815 | $2.1M | +$539.3K | 25.9% |
| Smartleaf Asset Management LLC | 5,685 | +661 | $3.0M | +$531.3K | 13.2% |
| Capital Investment Counsel, LLC | 14,703 | +2 | $7.7M | +$528.5K | 0.0% |
| RITHOLTZ WEALTH MANAGEMENT | 9,651 | +370 | $5.0M | +$526.3K | 4.0% |
| SYON CAPITAL LLC | 4,602 | +742 | $2.4M | +$526.3K | 19.2% |
| Aaron Wealth Advisors LLC | 4,494 | +748 | $2.3M | +$525.3K | 20.0% |
| Rockline Wealth Management, LLC | 11,136 | +257 | $5.8M | +$525.0K | 2.4% |
| Soltis Investment Advisors LLC | 7,017 | +532 | $3.7M | +$510.6K | 8.2% |
| FARMERS & MERCHANTS INVESTMENTS INC | 6,306 | +583 | $3.3M | +$510.0K | 10.2% |
| Itau Unibanco Holding S.A. | 9,627 | +327 | $5.0M | +$504.6K | 3.5% |
| Everhart Financial Group, Inc. | 3,801 | +750 | $2.0M | +$501.4K | 24.6% |
| AlTi Global, Inc. | 2,941 | +813 | $1.5M | +$501.2K | 38.2% |
| Columbus Macro, LLC | 11,960 | +129 | $6.3M | +$491.7K | 1.1% |
| Freestone Capital Holdings, LLC | 11,819 | +131 | $6.2M | +$487.9K | 1.1% |
| Baldwin Investment Management, LLC | 10,471 | +229 | $5.5M | +$487.2K | 2.2% |
| Rockingstone Advisors LLC | 6,450 | +504 | $3.4M | +$476.7K | 8.5% |
| Washington Trust Advisors, Inc. | 1,002 | +902 | $523.6K | +$475.0K | 902.0% |
| Stratos Wealth Partners, LTD. | 11,572 | +122 | $6.0M | +$474.6K | 1.1% |
| Ameritas Advisory Services, LLC | 1,190 | +872 | $621.7K | +$466.8K | 274.2% |
| Perigon Wealth Management, LLC | 4,630 | +615 | $2.4M | +$465.2K | 15.3% |
| AssuredPartners Investment Advisors, LLC | 1,691 | +823 | $883.6K | +$461.2K | 94.8% |
| PANAGORA ASSET MANAGEMENT INC | 3,000 | +718 | $1.6M | +$457.1K | 31.5% |
| Roundview Capital LLC | 9,583 | +223 | $5.0M | +$452.4K | 2.4% |
| UMB Bank, n.a. | 8,030 | +337 | $4.2M | +$452.1K | 4.4% |
| Resonant Capital Advisors, LLC | 6,734 | +430 | $3.5M | +$450.9K | 6.8% |
| Ransom Advisory, Ltd | 1,160 | +960 | $543.8K | +$446.4K | 480.0% |
| VestGen Advisors, LLC | 4,721 | +565 | $2.5M | +$444.3K | 13.6% |
| Independence Bank of Kentucky | 10,346 | +135 | $5.4M | +$436.9K | 1.3% |
| Waterloo Capital, L.P. | 5,372 | +498 | $2.8M | +$435.2K | 10.2% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 5,854 | +454 | $3.1M | +$431.1K | 8.4% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 10,538 | +73 | $5.5M | +$413.6K | 0.7% |
| Fisher Asset Management, LLC | 8,817 | +198 | $4.6M | +$412.8K | 2.3% |
| Valeo Financial Advisors, LLC | 5,065 | +472 | $2.6M | +$411.5K | 10.3% |
| Institute for Wealth Management, LLC. | 2,257 | +679 | $1.2M | +$411.4K | 43.0% |
| Brendel Financial Advisors LLC | 8,041 | +251 | $4.2M | +$410.7K | 3.2% |
| Cyndeo Wealth Partners, LLC | 4,956 | +447 | $2.6M | +$395.8K | 9.9% |
| Osprey Private Wealth LLC | 1,807 | +672 | $944.3K | +$391.9K | 59.2% |
| Lindsell Train Ltd | 6,800 | +300 | $3.6M | +$390.0K | 4.6% |
| May Hill Capital, LLC | 1,348 | +696 | $704.5K | +$387.2K | 106.7% |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,600 | +600 | $1.4M | +$385.3K | 30.0% |
| Hartford Funds Management Co LLC | 1,391 | +672 | $727.9K | +$377.1K | 93.5% |
| Taylor Hoffman Capital Management LLC | 9,870 | +41 | $5.2M | +$374.1K | 0.4% |
| DAVIS-REA LTD. | 8,961 | +99 | $4.7M | +$369.7K | 1.1% |
| Whalen Wealth Management Inc. | 1,432 | +650 | $748.1K | +$367.7K | 83.1% |
| Prospera Financial Services Inc | 8,836 | +86 | $4.6M | +$361.3K | 1.0% |
| Diversified Enterprises, LLC | 1,167 | +655 | $609.9K | +$360.7K | 127.9% |
| MORTON COMMUNITY BANK | 7,984 | +75 | $4.2M | +$360.5K | 0.9% |
| Vivid Wealth Management, LLC | 5,668 | +310 | $3.0M | +$354.3K | 5.8% |
| Wills Financial Group LLC | 8,667 | +69 | $4.5M | +$344.7K | 0.8% |
| Wedmont Private Capital | 5,126 | +109 | $2.8M | +$341.1K | 2.2% |
| HARBOUR INVESTMENTS, INC. | 989 | +624 | $516.9K | +$339.3K | 170.9% |
| AlphaCore Capital LLC | 2,440 | +515 | $1.3M | +$338.2K | 26.8% |
| New Republic Capital, LLC | 1,329 | +595 | $694.6K | +$337.3K | 81.1% |
| Coastal Bridge Advisors, LLC | 5,693 | +270 | $3.0M | +$336.2K | 5.0% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 12,466 | +733 | $6.5M | +$327.9K | 6.2% |
| SevenBridge Financial Group, LLC | 5,535 | +211 | $3.0M | +$322.7K | 4.0% |
| COOPER INVESTORS PTY LTD | 2,188 | +468 | $1.1M | +$306.3K | 27.2% |
| PINNACLE ASSOCIATES LTD | 5,338 | +232 | $2.8M | +$304.8K | 4.5% |
| Banco BTG Pactual S.A. | 1,831 | +491 | $956.9K | +$304.7K | 36.6% |
| BRADY FAMILY WEALTH, LLC | 7,252 | +85 | $3.8M | +$301.6K | 1.2% |
| Asset Advisors Investment Management, LLC | 6,213 | +151 | $3.2M | +$296.4K | 2.5% |
| Meiji Yasuda Life Insurance Co | 6,201 | +151 | $3.2M | +$296.0K | 2.5% |
| Bryn Mawr Trust Advisors, LLC | 1,440 | +501 | $752.5K | +$295.5K | 53.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 4,145 | +300 | $2.2M | +$294.7K | 7.8% |
| DAVIS R M INC | 4,101 | +294 | $2.1M | +$290.2K | 7.7% |
| MEYER HANDELMAN CO | 2,990 | +375 | $1.6M | +$289.8K | 14.3% |
| Texas Yale Capital Corp. | 6,283 | +120 | $3.3M | +$283.8K | 1.9% |
| Strengthening Families & Communities, LLC | 3,307 | +369 | $1.7M | +$283.1K | 12.6% |
| Buttonwood Financial Advisors Inc. | 2,613 | +388 | $1.4M | +$282.7K | 17.4% |
| Wilmington Savings Fund Society, FSB | 1,486 | +470 | $776.6K | +$282.1K | 46.3% |
| Freedom Day Solutions, LLC | 7,359 | +31 | $3.8M | +$279.0K | 0.4% |
| Comprehensive Financial Consultants Institutional, Inc. | 4,926 | +207 | $2.6M | +$277.5K | 4.4% |
| BURNEY CO/ | 1,106 | +485 | $577.9K | +$275.8K | 78.1% |
| Compound Planning, Inc. | 3,004 | +342 | $1.6M | +$274.8K | 12.8% |
| True North Advisors, LLC | 5,157 | +169 | $2.7M | +$267.3K | 3.4% |
| Icon Wealth Advisors, LLC | 4,881 | +322 | $2.5M | +$266.8K | 7.1% |
| Aprio Wealth Management, LLC | 1,907 | +403 | $996.7K | +$264.7K | 26.8% |
| Frank, Rimerman Advisors LLC | 6,327 | +64 | $3.3M | +$258.2K | 1.0% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 2,150 | +371 | $1.1M | +$257.7K | 20.9% |
| Platform Technology Partners | 4,208 | +218 | $2.2M | +$256.7K | 5.5% |
| FIDELIS CAPITAL PARTNERS, LLC | 2,345 | +352 | $1.2M | +$255.5K | 17.7% |
| Virtue Capital Management, LLC | 12,234 | +11,407 | $656.9K | +$254.4K | 1379.3% |
| Petros Family Wealth, LLC | 1,501 | +409 | $784.4K | +$252.9K | 37.5% |
| Meridian Wealth Management, LLC | 6,950 | +1 | $3.6M | +$249.7K | 0.0% |
| TRUST CO OF VERMONT | 6,214 | +53 | $3.2M | +$248.8K | 0.9% |
| VICTORY FINANCIAL GROUP, LLC | 1,018 | +432 | $532.0K | +$247.3K | 73.7% |
| AAFMAA Wealth Management & Trust LLC | 2,469 | +315 | $1.3M | +$241.9K | 14.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,262 | +107 | $2.7M | +$240.9K | 2.1% |
| ALTFEST L J & CO INC | 6,550 | +1 | $3.4M | +$235.5K | 0.0% |
| E Fund Management (Hong Kong) Co., Ltd. | 445 | +443 | $234.8K | +$233.8K | 22150.0% |
| Values First Advisors, Inc. | 2,213 | +317 | $1.2M | +$233.6K | 16.7% |
| Richard W. Paul & Associates, LLC | 1,886 | +327 | $985.6K | +$226.9K | 21.0% |
| Gryphon Financial Partners LLC | 3,277 | +221 | $1.7M | +$225.2K | 7.2% |
| Atlas Legacy Advisors, LLC | 1,453 | +348 | $758.5K | +$220.7K | 31.5% |
| Chicago Partners Investment Group LLC | 2,402 | +252 | $1.3M | +$220.4K | 11.7% |
| Prosperity Consulting Group, LLC | 4,449 | +120 | $2.3M | +$218.1K | 2.8% |
| Evelyn Partners Asset Management Ltd | 423 | +411 | $221.1K | +$214.7K | 3425.0% |
| CFS Investment Advisory Services, LLC | 6,163 | +19 | $3.2M | +$213.5K | 0.3% |
| FORTEM FINANCIAL GROUP, LLC | 2,340 | +261 | $1.2M | +$211.0K | 12.6% |
| PERSONAL CFO SOLUTIONS, LLC | 1,105 | +350 | $577.5K | +$210.0K | 46.4% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3,002 | +206 | $1.6M | +$208.2K | 7.4% |
| HighPoint Advisor Group LLC | 4,670 | +74 | $2.4M | +$203.6K | 1.6% |
| Northcape Capital Pty Ltd | 5,663 | +32 | $2.9M | +$201.3K | 0.6% |
| ANGELES WEALTH MANAGEMENT, LLC | 1,022 | +330 | $534.1K | +$197.3K | 47.7% |
| CYPRESS ASSET MANAGEMENT INC/TX | 5,291 | +15 | $2.8M | +$197.1K | 0.3% |
| Advisory Alpha, LLC | 1,292 | +283 | $675.2K | +$194.3K | 28.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 3,137 | +158 | $1.6M | +$189.5K | 5.3% |
| PRIVATE TRUST CO NA | 4,003 | +94 | $2.1M | +$189.1K | 2.4% |
| ZEGA Investments, LLC | 1,957 | +242 | $1.0M | +$188.0K | 14.1% |
| NorthCrest Asset Manangement, LLC | 3,198 | +46 | $1.7M | +$187.4K | 1.4% |
| AEGON ASSET MANAGEMENT UK Plc | 1,435 | +271 | $750.0K | +$183.8K | 23.3% |
| Core Alternative Capital | 357 | +349 | $186.6K | +$182.7K | 4362.5% |
| Marshall & Sterling Wealth Advisors Inc. | 402 | +338 | $210.1K | +$178.9K | 528.1% |
| Larson Financial Group LLC | 1,378 | +244 | $720.4K | +$168.6K | 21.5% |
| Caliber Wealth Management, LLC / KS | 3,327 | +101 | $1.7M | +$168.5K | 3.1% |
| Sage Mountain Advisors LLC | 2,299 | +175 | $1.2M | +$167.7K | 8.2% |
| Regal Investment Advisors LLC | 2,604 | +147 | $1.4M | +$165.0K | 6.0% |
| Convergence Financial, LLC | 1,086 | +254 | $567.6K | +$162.6K | 30.5% |
| Equitable Holdings, Inc. | 3,843 | +50 | $2.0M | +$162.2K | 1.3% |
| PFG Investments, LLC | 4,493 | +2 | $2.3M | +$162.2K | 0.0% |
| Cambria Investment Management, L.P. | 1,264 | +239 | $660.6K | +$161.7K | 23.3% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 3,111 | +102 | $1.6M | +$161.2K | 3.4% |
| Nilsine Partners, LLC | 1,458 | +218 | $761.9K | +$158.4K | 17.6% |
| Quaker Wealth Management, LLC | 316 | +302 | $165.1K | +$158.3K | 2157.1% |
| Procyon Advisors, LLC | 2,443 | +143 | $1.3M | +$157.4K | 6.2% |
| Capital Investment Advisors, LLC | 1,801 | +188 | $941.4K | +$156.5K | 11.7% |
| Nicholson Wealth Management Group, LLC | 3,483 | +61 | $1.8M | +$154.7K | 1.8% |
| MCF Advisors LLC | 434 | +278 | $227.0K | +$151.2K | 178.2% |
| AXS Investments LLC | 714 | +252 | $373.1K | +$148.3K | 54.5% |
| J.W. COLE ADVISORS, INC. | 1,270 | +287 | $626.4K | +$147.9K | 29.2% |
| Cornerstone Planning Group LLC | 281 | +245 | $148.5K | +$147.9K | 680.5% |
| United Asset Strategies, Inc. | 3,322 | +51 | $1.7M | +$144.0K | 1.6% |
| Parallax Volatility Advisers, L.P. | 3,587 | +31 | $1.9M | +$143.8K | 0.9% |
| MERITAGE PORTFOLIO MANAGEMENT | 1,067 | +212 | $557.6K | +$141.5K | 24.8% |
| OAK HARBOR WEALTH PARTNERS, LLC | 1,688 | +166 | $882.1K | +$141.4K | 10.9% |
| Channing Global Advisors, LLC | 2,545 | +100 | $1.3M | +$140.0K | 4.1% |
| Cadence Bank | 2,987 | +56 | $1.6M | +$134.4K | 1.9% |
| OneAscent Financial Services LLC | 1,057 | +197 | $552.5K | +$134.1K | 22.9% |
| Portfolio Design Labs, LLC | 2,694 | +76 | $1.4M | +$133.7K | 2.9% |
| 3Chopt Investment Partners, LLC | 1,145 | +190 | $598.4K | +$133.6K | 19.9% |
| Main Street Financial Solutions, LLC | 3,501 | +16 | $1.8M | +$133.3K | 0.5% |
| Goldstone Financial Group, LLC | 1,619 | +153 | $846.3K | +$132.7K | 10.4% |
| Lafayette Investments, Inc. | 1,115 | +184 | $582.7K | +$129.6K | 19.8% |
| BIP Wealth, LLC | 649 | +218 | $339.2K | +$129.4K | 50.6% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 250 | +244 | $130.6K | +$127.7K | 4066.7% |
| Barden Capital Management, Inc. | 3,469 | +5 | $1.8M | +$126.9K | 0.1% |
| Legacy Wealth Asset Management, LLC | 2,203 | +97 | $1.2M | +$126.3K | 4.6% |
| Harfst & Associates, Inc. | 3,030 | +34 | $1.6M | +$125.4K | 1.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 448,087 | +220,632 | $234.2K | +$124.0K | 97.0% |
| Dorsey & Whitney Trust CO LLC | 3,239 | +16 | $1.7M | +$124.0K | 0.5% |
| CATALYST FINANCIAL PARTNERS LLC | 1,592 | +131 | $832.0K | +$120.9K | 9.0% |
| HUB Investment Partners, LLC | 1,401 | +144 | $732.2K | +$120.4K | 11.4% |
| Pure Financial Advisors, LLC | 641 | +197 | $335.2K | +$119.3K | 44.4% |
| SEEDS INVESTOR LLC | 2,023 | +95 | $1.1M | +$118.6K | 4.9% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3,231 | +5 | $1.7M | +$118.4K | 0.1% |
| EPG Wealth Management LLC | 2,523 | +53 | $1.3M | +$116.6K | 2.1% |
| GM Advisory Group, LLC | 2,943 | +22 | $1.5M | +$116.3K | 0.8% |
| Stegent Equity Advisors, Inc. | 679 | +188 | $354.8K | +$115.9K | 38.3% |
| Baker Avenue Asset Management, LP | 2,283 | +70 | $1.2M | +$115.7K | 3.2% |
| TFC Financial Management, Inc. | 782 | +180 | $408.7K | +$115.7K | 29.9% |
| CITY HOLDING CO | 2,870 | +23 | $1.5M | +$114.1K | 0.8% |
| Grove Bank & Trust | 1,057 | +151 | $552.4K | +$111.4K | 16.7% |
| ICW Investment Advisors LLC | 1,543 | +114 | $806.4K | +$110.7K | 8.0% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2,967 | +8 | $1.6M | +$110.3K | 0.3% |
| GSG Advisors LLC | 2,331 | +26 | $1.2M | +$107.9K | 1.1% |
| Souders Financial Advisors | 2,828 | +10 | $1.5M | +$106.6K | 0.3% |
| STEVENS CAPITAL PARTNERS | 2,273 | +48 | $1.2M | +$105.0K | 2.1% |
| Pinnacle Wealth Planning Services, Inc. | 2,537 | +25 | $1.3M | +$103.2K | 1.0% |
| Focus Partners Advisor Solutions, LLC | 1,144 | +129 | $598.0K | +$102.9K | 12.7% |
| Optas, LLC | 1,142 | +127 | $596.8K | +$102.8K | 12.5% |
| ROTHSCHILD INVESTMENT LLC | 2,681 | +11 | $1.4M | +$101.7K | 0.4% |
| CoreCap Advisors, LLC | 656 | +156 | $343.0K | +$99.5K | 31.2% |
| Paragon Private Wealth Management, LLC | 1,991 | +56 | $1.0M | +$98.7K | 2.9% |
| Counterpoint Mutual Funds LLC | 726 | +166 | $368.9K | +$96.3K | 29.6% |
| NAPLES GLOBAL ADVISORS, LLC | 2,346 | +17 | $1.2M | +$92.4K | 0.7% |
| Sepio Capital, LP | 1,805 | +53 | $943.3K | +$90.6K | 3.0% |
| Members Trust Co | 2,388 | +10 | $1.2M | +$90.5K | 0.4% |
| Fulton Bank, N.A. | 1,079 | +104 | $563.9K | +$89.3K | 10.7% |
| SUMMITRY LLC | 1,052 | +103 | $549.8K | +$87.9K | 10.8% |
| TrueWealth Advisors, LLC | 1,436 | +74 | $750.6K | +$87.7K | 5.4% |
| Fiduciary Group, LLC | 1,034 | +104 | $540.4K | +$87.7K | 11.2% |
| Howard Capital Management Inc. | 2,279 | +12 | $1.2M | +$87.6K | 0.5% |
| STRATEGY ASSET MANAGERS LLC | 872 | +114 | $455.5K | +$86.8K | 15.0% |
| LifePlan Financial, LLC | 2,100 | +23 | $1.1M | +$86.5K | 1.1% |
| L2 Asset Management, LLC | 1,556 | +62 | $813.1K | +$86.0K | 4.1% |
| Caprock Group, LLC | 17,104 | +991 | $8.9M | +$85.7K | 6.2% |
| ORRSTOWN FINANCIAL SERVICES INC | 1,994 | +28 | $1.0M | +$85.2K | 1.4% |
| SIMON QUICK ADVISORS, LLC | 663 | +126 | $346.5K | +$85.1K | 23.5% |
| SeaCrest Wealth Management, LLC | 1,116 | +49 | $599.9K | +$85.1K | 4.6% |
| Guardian Wealth Advisors, LLC | 1,831 | +39 | $956.7K | +$84.7K | 2.2% |
| Quent Capital, LLC | 1,166 | +88 | $609.1K | +$84.7K | 8.2% |
| AdvisorNet Financial, Inc | 2,248 | +8 | $1.2M | +$84.6K | 0.3% |
| Diversified Trust Co | 935 | +104 | $488.6K | +$84.2K | 12.5% |
| Smart Money Group LLC | 2,150 | +14 | $1.1M | +$83.9K | 0.7% |
| TD PRIVATE CLIENT WEALTH LLC | 1,419 | +67 | $741.6K | +$83.5K | 5.0% |
| CONNING INC. | 1,637 | +44 | $855.5K | +$80.2K | 2.8% |
| Allred Capital Management, LLC | 2,137 | +7 | $1.1M | +$80.1K | 0.3% |
| BSW Wealth Partners | 1,930 | +22 | $1.0M | +$80.0K | 1.1% |
| Washington Trust Bank | 1,888 | +23 | $986.6K | +$78.9K | 1.2% |
| DIMENSION CAPITAL MANAGEMENT LLC | 2,017 | +9 | $1.1M | +$76.8K | 0.4% |
| Portus Wealth Advisors, LLC | 694 | +106 | $362.9K | +$76.7K | 18.0% |
| KG&L Capital Management,LLC | 675 | +107 | $352.7K | +$76.3K | 18.8% |
| Philip James Wealth Mangement, LLC | 943 | +86 | $493.0K | +$76.0K | 10.0% |
| DAVIDSON TRUST CO | 1,727 | +24 | $902.5K | +$73.6K | 1.4% |
| Cynosure Group, LLC | 910 | +81 | $475.6K | +$72.1K | 9.8% |
| SAX WEALTH ADVISORS, LLC | 819 | +87 | $428.0K | +$71.7K | 11.9% |
| Wealthcare Advisory Partners LLC | 842 | +85 | $440.1K | +$71.7K | 11.2% |
| Crewe Advisors LLC | 435 | +113 | $227.3K | +$70.6K | 35.1% |
| Greenspring Advisors, LLC | 535 | +105 | $279.8K | +$70.5K | 24.4% |
| Ameliora Wealth Management Ltd. | 1,089 | +64 | $569.1K | +$70.2K | 6.2% |
| Beaumont Financial Advisors, LLC | 1,780 | +12 | $930.2K | +$69.7K | 0.7% |
| Circle Wealth Management, LLC | 1,576 | +26 | $823.6K | +$69.2K | 1.7% |
| McElhenny Sheffield Capital Management, LLC | 869 | +78 | $454.1K | +$69.1K | 9.9% |
| Gallagher Fiduciary Advisors, LLC | 1,027 | +65 | $536.9K | +$68.9K | 6.8% |
| Ariadne Wealth Management, LP | 660 | +2 | $262.2K | -$68.8K | 0.3% |
| Bank of Jackson Hole Trust | 535 | +100 | $279.6K | +$67.9K | 23.0% |
| Conestoga Capital Advisors, LLC | 1,521 | +25 | $794.9K | +$66.7K | 1.7% |
| Parkside Financial Bank & Trust | 1,364 | +35 | $712.8K | +$66.0K | 2.6% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 1,804 | +2 | $942.8K | +$65.7K | 0.1% |
| Accelerate Investment Advisors LLC | 861 | +71 | $450.0K | +$65.5K | 9.0% |
| Legacy Financial Advisors, Inc. | 1,372 | +33 | $717.1K | +$65.3K | 2.5% |
| Forefront Wealth Partners, LLC | 1,788 | +2 | $934.4K | +$65.1K | 0.1% |
| Concord Wealth Partners | 1,126 | +48 | $588.7K | +$63.8K | 4.5% |
| HBK Sorce Advisory LLC | 3,024 | +141 | $1.3M | -$63.8K | 4.9% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 643 | +83 | $336.0K | +$63.5K | 14.8% |
| Opal Wealth Advisors, LLC | 1,569 | +14 | $819.9K | +$63.1K | 0.9% |
| Covenant Partners, LLC | 1,593 | +12 | $832.5K | +$63.0K | 0.8% |
| CHAPIN DAVIS, INC. | 1,389 | +26 | $725.9K | +$62.5K | 1.9% |
| SPIREPOINT PRIVATE CLIENT, LLC | 1,709 | +2 | $893.2K | +$62.3K | 0.1% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1,683 | +3 | $879.5K | +$61.8K | 0.2% |
| Hardy Reed LLC | 814 | +65 | $425.4K | +$60.8K | 8.7% |
| NORDEN GROUP LLC | 1,349 | +26 | $705.1K | +$60.7K | 2.0% |
| SFM, LLC | 1,563 | +8 | $817.0K | +$60.2K | 0.5% |
| Fiduciary Alliance LLC | 1,209 | +32 | $632.0K | +$59.0K | 2.7% |
| Colonial River Investments, LLC | 1,029 | +43 | $537.7K | +$57.8K | 4.4% |
| Moss Adams Wealth Advisors LLC | 999 | +44 | $522.1K | +$57.3K | 4.6% |
| Sivia Capital Partners, LLC | 1,144 | +33 | $597.9K | +$57.1K | 3.0% |
| CYBER HORNET ETFs LLC | 922 | +49 | $481.8K | +$56.9K | 5.6% |
| Cooper Financial Group | 842 | +54 | $440.1K | +$56.5K | 6.8% |
| Avidian Wealth Enterprises, LLC | 615 | +69 | $321.5K | +$55.7K | 12.6% |
| Bouchey Financial Group Ltd | 643 | +64 | $336.0K | +$54.2K | 11.1% |
| J.Safra Asset Management Corp | 159 | +99 | $83.1K | +$53.9K | 165.0% |
| SBI Securities Co., Ltd. | 1,384 | +8 | $723.3K | +$53.6K | 0.6% |
| Concord Asset Management, LLC/VA | 934 | +41 | $488.3K | +$53.4K | 4.6% |
| Catalyst Capital Advisors LLC | 505 | +71 | $263.9K | +$52.7K | 16.4% |
| CIDEL ASSET MANAGEMENT INC | 803 | +49 | $419.6K | +$52.7K | 6.5% |
| Phillips Wealth Planners LLC | 735 | +28 | $390.4K | +$52.2K | 4.0% |
| Sigma Planning Corp | 1,075 | +37 | $557.2K | +$52.0K | 3.6% |
| Byrne Asset Management LLC | 823 | +45 | $430.1K | +$51.4K | 5.8% |
| Cassaday & Co Wealth Management LLC | 1,339 | +6 | $700.0K | +$51.0K | 0.5% |
| Embree Financial Group | 1,090 | +21 | $569.6K | +$49.5K | 2.0% |
| Kathmere Capital Management, LLC | 1,330 | +3 | $695.0K | +$49.2K | 0.2% |
| ROMANO BROTHERS AND COMPANY | 691 | +50 | $361.1K | +$49.1K | 7.8% |
| Affinity Capital Advisors, LLC | 613 | +40 | $320.3K | +$47.2K | 7.0% |
| Texas Capital Bank Wealth Management Services Inc | 487 | +61 | $254.5K | +$47.2K | 14.3% |
| Sowell Financial Services LLC | 848 | +33 | $443.0K | +$46.2K | 4.0% |
| Wakefield Asset Management LLLP | 879 | +28 | $459.4K | +$45.2K | 3.3% |
| Venture Visionary Partners LLC | 1,099 | +10 | $574.3K | +$44.3K | 0.9% |
| Sunpointe, LLC | 514 | +53 | $268.6K | +$44.2K | 11.5% |
| Sovran Advisors, LLC | 793 | +3 | $432.5K | +$44.2K | 0.4% |
| Essex Financial Services, Inc. | 528 | +50 | $276.2K | +$43.3K | 10.5% |
| WADDELL & ASSOCIATES, LLC | 1,080 | +9 | $564.4K | +$43.1K | 0.8% |
| Gainplan LLC | 761 | +32 | $397.7K | +$42.9K | 4.4% |
| Destination Wealth Management | 797 | +29 | $416.5K | +$42.7K | 3.8% |
| SOUTH PLAINS FINANCIAL, INC. | 91 | +81 | $47.6K | +$42.7K | 810.0% |
| WOODSTOCK CORP | 1,149 | +3 | $600.5K | +$42.7K | 0.3% |
| Regent Peak Wealth Advisors LLC | 1,037 | +11 | $541.9K | +$42.6K | 1.1% |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 1,035 | +11 | $540.7K | +$42.5K | 1.1% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1,127 | +4 | $589.0K | +$42.4K | 0.3% |
| Ethos Financial Group, LLC | 772 | +27 | $403.4K | +$40.8K | 3.6% |
| Shulman DeMeo Asset Management LLC | 1,078 | +1 | $563.4K | +$39.2K | 0.1% |
| Sand Hill Global Advisors, LLC | 649 | +31 | $339.2K | +$38.4K | 5.0% |
| CNB Bank | 977 | +6 | $510.6K | +$38.0K | 0.6% |
| MITCHELL SINKLER & STARR/PA | 892 | +10 | $466.1K | +$36.9K | 1.1% |
| WEST MICHIGAN ADVISORS, LLC | 932 | +7 | $487.2K | +$36.9K | 0.8% |
| Optimize Financial Inc | 850 | +12 | $444.2K | +$36.3K | 1.4% |
| WOLFF WIESE MAGANA LLC | 937 | +5 | $489.7K | +$36.1K | 0.5% |
| Darwin Wealth Management, LLC | 497 | +36 | $260.1K | +$35.6K | 7.8% |
| AVISO WEALTH MANAGEMENT | 568 | +31 | $296.9K | +$35.5K | 5.8% |
| Ausdal Financial Partners, Inc. | 572 | +30 | $298.8K | +$35.0K | 5.5% |
| STOCK YARDS BANK & TRUST CO | 935 | +3 | $488.6K | +$35.0K | 0.3% |
| Capital Planning Advisors, LLC | 671 | +22 | $350.7K | +$34.8K | 3.4% |
| SG Americas Securities, LLC | 70,755 | +66,107 | $37.0K | +$34.7K | 1422.3% |
| Canopy Partners, LLC | 478 | +36 | $249.8K | +$34.7K | 8.1% |
| Calydon Capital | 607 | +26 | $317.0K | +$34.4K | 4.5% |
| Physician Wealth Advisors, Inc. | 492 | +34 | $257.1K | +$34.2K | 7.4% |
| Transamerica Financial Advisors, LLC | 131 | +60 | $68.4K | +$33.9K | 84.5% |
| JFS WEALTH ADVISORS, LLC | 197 | +53 | $103.0K | +$32.9K | 36.8% |
| Integrated Investment Consultants, LLC | 765 | +11 | $399.8K | +$32.8K | 1.4% |
| Impact Capital Partners LLC | 668 | +18 | $349.2K | +$32.8K | 2.8% |
| Elwood & Goetz Wealth Advisory Group, LLC | 632 | +20 | $330.3K | +$32.4K | 3.3% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 410 | +35 | $214.3K | +$31.7K | 9.3% |
| AA Financial Advisors, LLC | 573 | +22 | $299.4K | +$31.3K | 4.0% |
| Legacy Wealth Managment, LLC/ID | 87 | +57 | $45.5K | +$30.9K | 190.0% |
| Elyxium Wealth, LLC | 586 | +20 | $306.3K | +$30.8K | 3.5% |
| Community Financial Services Group, LLC | 676 | +13 | $353.3K | +$30.6K | 2.0% |
| GRIMES & COMPANY, INC. | 612 | +17 | $319.8K | +$30.1K | 2.9% |
| Handelsbanken Fonder AB | 272,430 | +41,580 | $142.4K | +$30.0K | 18.0% |
| Advisor OS, LLC | 632 | +13 | $330.1K | +$29.0K | 2.1% |
| Northwest Bancshares, Inc. | 710 | +7 | $371.0K | +$28.9K | 1.0% |
| Warwick Investment Management, Inc. | 483 | +24 | $252.2K | +$28.7K | 5.2% |
| LeConte Wealth Management, LLC | 511 | +20 | $267.0K | +$28.1K | 4.1% |
| City State Bank | 753 | +2 | $393.5K | +$28.0K | 0.3% |
| GoalVest Advisory LLC | 262 | +38 | $136.9K | +$27.9K | 17.0% |
| MGB Wealth Management, LLC | 772 | +1 | $403.5K | +$27.8K | 0.1% |
| Sunbeam Capital Management, LLC | 604 | +12 | $315.5K | +$27.5K | 2.0% |
| EARNED WEALTH ADVISORS, LLC | 533 | +18 | $278.3K | +$27.5K | 3.5% |
| Lazard Freres Gestion S.A.S. | 212,605 | +40,296 | $111.1K | +$27.2K | 23.4% |
| ECLECTIC ASSOCIATES INC /ADV | 657 | +6 | $343.3K | +$26.5K | 0.9% |
| Perennial Investment Advisors, LLC | 479 | +19 | $250.5K | +$26.5K | 4.1% |
| Occidental Asset Management, LLC | 571 | +12 | $298.4K | +$26.3K | 2.1% |
| Net Worth Advisory Group | 564 | +12 | $294.7K | +$26.2K | 2.2% |
| ASHTON THOMAS SECURITIES, LLC | 522 | +15 | $272.8K | +$26.0K | 3.0% |
| Koshinski Asset Management, Inc. | 560 | +11 | $292.7K | +$25.5K | 2.0% |
| LEGACY SOLUTIONS, LLC | 520 | +13 | $271.8K | +$25.1K | 2.6% |
| Stablepoint Partners, LLC | 656 | +2 | $342.8K | +$24.5K | 0.3% |
| Avantra Family Wealth, Inc. | 530 | +8 | $277.0K | +$22.9K | 1.5% |
| SGL Investment Advisors, Inc. | 654 | +14 | $295.4K | -$22.7K | 2.2% |
| Gerber Kawasaki Wealth & Investment Management | 577 | +3 | $301.7K | +$21.9K | 0.5% |
| WEBSTER BANK, N. A. | 308 | +22 | $161.0K | +$21.8K | 7.7% |
| IFC Advisors LLC | 470 | +10 | $245.6K | +$21.7K | 2.2% |
| MJP ASSOCIATES INC /ADV | 565 | +3 | $295.0K | +$21.7K | 0.5% |
| McAdam, LLC | 427 | +13 | $223.2K | +$21.7K | 3.1% |
| Salomon & Ludwin, LLC | 185 | +23 | $98.6K | +$20.9K | 14.2% |
| W.H. Cornerstone Investments Inc. | 553 | +2 | $288.8K | +$20.8K | 0.4% |
| TOMPKINS FINANCIAL CORP | 399 | +13 | $208.5K | +$20.6K | 3.4% |
| Goldstein Advisors, LLC | 534 | +3 | $279.1K | +$20.6K | 0.6% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 495 | +5 | $258.7K | +$20.2K | 1.0% |
| Hill Investment Group Partners, LLC | 467 | +7 | $244.1K | +$20.2K | 1.5% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 509 | +4 | $265.9K | +$20.1K | 0.8% |
| AMERICAN NATIONAL BANK & TRUST | 368 | +13 | $192.3K | +$19.5K | 3.7% |
| North Star Investment Management Corp. | 61 | +35 | $31.9K | +$19.2K | 134.6% |
| LVZ, Inc. | 461 | +5 | $240.9K | +$19.0K | 1.1% |
| Silver Lake Advisory, LLC | 514 | +1 | $268.7K | +$18.9K | 0.2% |
| GGM Financials LLC | 510 | +1 | $266.5K | +$18.8K | 0.2% |
| Five Oceans Advisors | 496 | +2 | $259.2K | +$18.8K | 0.4% |
| YANKCOM Partnership | 259 | +19 | $135.3K | +$18.5K | 7.9% |
| Ruggaard & Associates LLC | 475 | +3 | $248.2K | +$18.5K | 0.6% |
| First Command Advisory Services, Inc. | 226 | +20 | $118.1K | +$17.8K | 9.7% |
| Walkner Condon Financial Advisors LLC | 477 | +1 | $249.3K | +$17.6K | 0.2% |
| LAKE STREET PRIVATE WEALTH, LLC | 431 | +3 | $225.5K | +$17.0K | 0.7% |
| Kondo Wealth Advisors, Inc. | 454 | +1 | $237.3K | +$16.8K | 0.2% |
| Berman McAleer LLC | 413 | +2 | $215.8K | +$15.8K | 0.5% |
| Aspire Growth Partners LLC | 415 | +1 | $216.7K | +$15.3K | 0.2% |
| Steigerwald, Gordon & Koch Inc. | 148 | +20 | $77.3K | +$15.0K | 15.6% |
| Bruce G. Allen Investments, LLC | 257 | +11 | $134.3K | +$14.6K | 4.5% |
| Newbridge Financial Services Group, Inc. | 35 | +27 | $18.2K | +$14.2K | 337.5% |
| Truvestments Capital LLC | 181 | +15 | $94.6K | +$13.8K | 9.0% |
| United Financial Planning Group LLC | 132 | +18 | $69.0K | +$13.5K | 15.8% |
| Addison Advisors LLC | 320 | +4 | $167.2K | +$13.4K | 1.3% |
| MJT & Associates Financial Advisory Group, Inc. | 46 | +23 | $24.0K | +$12.8K | 100.0% |
| Financial Network Wealth Advisors LLC | 264 | +6 | $138.0K | +$12.4K | 2.3% |
| NATIXIS ADVISORS, LLC | 298,622 | +1,916 | $156.1K | +$11.6K | 0.6% |
| Sound Income Strategies, LLC | 92 | +12 | $50.2K | +$11.3K | 15.0% |
| S&T Bank/PA | 143 | +12 | $74.7K | +$11.0K | 9.2% |
| ALBION FINANCIAL GROUP /UT | 160 | +10 | $83.6K | +$10.6K | 6.7% |
| Hilltop National Bank | 279 | +1 | $145.8K | +$10.5K | 0.3% |
| Dunhill Financial, LLC | 181 | +86 | $55.2K | +$8.9K | 90.5% |
| Golden State Wealth Management, LLC | 175 | +5 | $91.6K | +$8.8K | 2.9% |
| Rosenberg Matthew Hamilton | 158 | +6 | $82.6K | +$8.6K | 3.9% |
| RATIONAL ADVISORS, INC. | 100 | +10 | $52.3K | +$8.5K | 11.1% |
| High Note Wealth, LLC | 44 | +14 | $23.0K | +$8.4K | 46.7% |
| Mascoma Wealth Management LLC | 178 | +4 | $93.0K | +$8.3K | 2.3% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 57,473 | +12,520 | $30.0K | +$8.2K | 27.9% |
| HIGHLINE WEALTH PARTNERS LLC | 55 | +12 | $28.8K | +$7.8K | 27.9% |
| CHILTON CAPITAL MANAGEMENT LLC | 154 | +4 | $80.5K | +$7.5K | 2.7% |
| ATWOOD & PALMER INC | 194 | +1 | $101.2K | +$7.1K | 0.5% |
| HRT FINANCIAL LP | 25,102 | +12,721 | $13.1K | +$7.1K | 102.7% |
| Westside Investment Management, Inc. | 150 | +4 | $76.9K | +$6.6K | 2.7% |
| Wealth Watch Advisors, INC | 102 | +6 | $53.3K | +$6.6K | 6.3% |
| Sunbelt Securities, Inc. | 141 | +3 | $73.5K | +$6.5K | 2.2% |
| Park Square Financial Group, LLC | 41 | +12 | $20.4K | +$6.3K | 41.4% |
| iA Global Asset Management Inc. | 87,414 | +6,220 | $45.7K | +$6.2K | 7.7% |
| Marquette Asset Management, LLC | 45 | +9 | $23.5K | +$6.0K | 25.0% |
| PROFESSIONAL ADVISORY SERVICES INC | 35,717 | +9,676 | $18.7K | +$6.0K | 37.1% |
| Sachetta, LLC | 85 | +5 | $44.4K | +$5.5K | 6.3% |
| Mn Services Vermogensbeheer B.V. | 121,494 | +2,229 | $63.5K | +$5.4K | 1.9% |
| SJS Investment Consulting Inc. | 46 | +7 | $24.0K | +$5.1K | 17.9% |
| NVWM, LLC | 112 | +2 | $58.5K | +$5.0K | 1.8% |
| LRI Investments, LLC | 17,537 | +3 | $62.7K | +$4.9K | 0.0% |
| Glen Eagle Advisors, LLC | 79 | +4 | $41.3K | +$4.8K | 5.3% |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | +6 | $25.6K | +$4.7K | 13.9% |
| Triumph Capital Management | 28 | +7 | $14.7K | +$4.4K | 33.3% |
| Smallwood Wealth Investment Management, LLC | 64 | +4 | $33.4K | +$4.2K | 6.7% |
| Altshuler Shaham Ltd | 29 | +6 | $15.2K | +$4.0K | 26.1% |
| Daiwa Securities Group Inc. | 56,055 | +3,573 | $29.3K | +$3.8K | 6.8% |
| Stone House Investment Management, LLC | 9 | +7 | $4.7K | +$3.7K | 350.0% |
| Aspect Partners, LLC | 54 | +3 | $28.2K | +$3.4K | 5.9% |
| Imprint Wealth LLC | 18 | +5 | $9.4K | +$3.1K | 38.5% |
| Bay Harbor Wealth Management, LLC | 18 | +5 | $9.4K | +$3.1K | 38.5% |
| Pacifica Partners Inc. | 16 | +5 | $8.2K | +$2.9K | 45.5% |
| Janney Capital Management LLC | 21,378 | +4,155 | $11.2K | +$2.8K | 24.1% |
| Bare Financial Services, Inc | 34 | +3 | $17.8K | +$2.7K | 9.7% |
| Cardano Risk Management B.V. | 1,760,230 | +1,576,544 | $92.0K | +$2.6K | 858.3% |
| IMG Wealth Management, Inc. | 29 | +3 | $15.2K | +$2.5K | 11.5% |
| BOSTON FAMILY OFFICE LLC | 55,702 | +735 | $29.1K | +$2.4K | 1.3% |
| AMICA MUTUAL INSURANCE CO | 15,054 | +3,511 | $7.9K | +$2.2K | 30.4% |
| Activest Wealth Management | 44 | +1 | $23.0K | +$2.1K | 2.3% |
| ACADIAN ASSET MANAGEMENT LLC | 4,233 | +3,681 | $2.2K | +$1.9K | 666.8% |
| American Capital Advisory, LLC | 8 | +3 | $4.2K | +$1.7K | 60.0% |
| Capital Analysts, LLC | 31,798 | +1,151 | $16.6K | +$1.7K | 3.8% |
| Valued Wealth Advisors LLC | 43 | +1 | $22.2K | +$1.6K | 2.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 721 | +7 | $376.6K | -$1.3K | 1.0% |
| Davis Capital Management | 7 | +2 | $3.7K | +$1.2K | 40.0% |
| PayPay Securities Corp | 8 | +2 | $4.2K | +$1.2K | 33.3% |
| WINNOW WEALTH LLC | 3 | +2 | $1.6K | +$1.1K | 200.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 26,518 | +110 | $13.9K | +$1.0K | 0.4% |
| CX Institutional | 14,913 | +448 | $7.8K | +$754 | 3.1% |
| CENTAURUS FINANCIAL, INC. | 6,274 | +1,053 | $3.3K | +$738 | 20.2% |
| WEDBUSH SECURITIES INC | 4,688 | +743 | $2.5K | +$530 | 18.8% |
| VAN ECK ASSOCIATES CORP | 9,717 | +333 | $5.1K | +$511 | 3.5% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 4,185 | +224 | $2.2K | +$259 | 5.7% |
| Peloton Wealth Strategists | 4,239 | +154 | $2.2K | +$227 | 3.8% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 3,245 | +119 | $1.7K | +$175 | 3.8% |
| WoodTrust Financial Corp | 3,034 | +10 | $1.6K | +$114 | 0.3% |
| NATURAL INVESTMENTS, LLC | 1,194 | +88 | $624 | +$86 | 8.0% |
| Acorns Advisers, LLC | 770 | +64 | $402 | +$58 | 9.1% |
| Claret Asset Management Corp | 548 | +54 | $287 | +$46 | 10.9% |
| VALLEY NATIONAL ADVISERS INC | 125 | +36 | $64 | +$22 | 40.4% |
| Clal Insurance Enterprises Holdings Ltd | 85 | +17 | $44 | +$11 | 25.0% |
| HAZLETT, BURT & WATSON, INC. | 63 | +19 | $32 | +$11 | 43.2% |
| Avion Wealth | 40 | +5 | $20 | +$3 | 14.3% |