13F QoQ Ownership Changes
TOYOF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 138 new · 273 added · 264 reduced · 78 exited
New Positions(138)
Added To(273)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 6,995,672 | +86,474 | $1.50B | +$177.2M | 1.3% |
| MORGAN STANLEY | 2,421,645 | +279,110 | $518.4M | +$109.0M | 13.0% |
| FMR LLC | 883,462 | +108,767 | $189.1M | +$41.1M | 14.0% |
| JPMORGAN CHASE & CO | 231,614 | +124,520 | $49.6M | +$29.1M | 116.3% |
| Clark Capital Management Group, Inc. | 424,296 | +93,863 | $90.8M | +$27.7M | 28.4% |
| Point72 Asset Management, L.P. | 140,181 | +114,279 | $30.0M | +$25.1M | 441.2% |
| BlackRock, Inc. | 893,741 | +6,259 | $191.3M | +$21.7M | 0.7% |
| FRANKLIN RESOURCES INC | 180,709 | +80,155 | $38.7M | +$19.5M | 79.7% |
| AMERICAN CENTURY COMPANIES INC | 379,764 | +47,584 | $81.3M | +$17.8M | 14.3% |
| ENVESTNET ASSET MANAGEMENT INC | 220,148 | +45,472 | $47.1M | +$13.7M | 26.0% |
| STIFEL FINANCIAL CORP | 439,107 | +19,015 | $94.0M | +$13.7M | 4.5% |
| Cullen Capital Management, LLC | 236,355 | +39,241 | $50.6M | +$12.9M | 19.9% |
| Quantinno Capital Management LP | 122,089 | +37,666 | $26.1M | +$10.0M | 44.6% |
| CAPTRUST FINANCIAL ADVISORS | 410,016 | +2,777 | $87.8M | +$9.9M | 0.7% |
| WELLS FARGO & COMPANY/MN | 225,191 | +17,959 | $48.2M | +$8.6M | 8.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 36,579 | +13,177 | $7.8M | +$7.8M | 56.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 131,529 | +19,315 | $28.2M | +$6.7M | 17.2% |
| RAYMOND JAMES FINANCIAL INC | 158,421 | +8,687 | $33.9M | +$5.3M | 5.8% |
| LPL Financial LLC | 113,252 | +13,192 | $24.2M | +$5.1M | 13.2% |
| Creative Planning | 115,179 | +9,567 | $24.7M | +$4.5M | 9.1% |
| AQR CAPITAL MANAGEMENT LLC | 48,529 | +17,132 | $10.4M | +$4.4M | 54.6% |
| Walleye Trading LLC | 98,500 | +10,200 | $21.1M | +$4.2M | 11.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 66,360 | +13,045 | $14.2M | +$4.0M | 24.5% |
| AMERIPRISE FINANCIAL INC | 127,403 | +5,085 | $27.3M | +$4.0M | 4.2% |
| Walleye Capital LLC | 27,452 | +17,352 | $5.9M | +$3.9M | 171.8% |
| Cetera Investment Advisers | 69,586 | +12,209 | $14.9M | +$3.9M | 21.3% |
| Moran Wealth Management, LLC | 30,613 | +11,504 | $6.6M | +$2.9M | 60.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 35,340 | +9,222 | $7.6M | +$2.6M | 35.3% |
| QRG CAPITAL MANAGEMENT, INC. | 63,869 | +5,038 | $13.7M | +$2.4M | 8.6% |
| BANK OF MONTREAL /CAN/ | 39,210 | +6,572 | $8.4M | +$2.2M | 20.1% |
| Vise Technologies, Inc. | 22,585 | +8,324 | $4.8M | +$2.1M | 58.4% |
| Bank of New York Mellon Corp | 56,412 | +4,203 | $12.1M | +$2.1M | 8.1% |
| MML INVESTORS SERVICES, LLC | 28,048 | +6,484 | $6.0M | +$1.9M | 30.1% |
| SEI INVESTMENTS CO | 40,998 | +3,600 | $8.8M | +$1.6M | 9.6% |
| Dakota Wealth Management | 9,020 | +7,351 | $1.9M | +$1.6M | 440.4% |
| RITHOLTZ WEALTH MANAGEMENT | 17,977 | +6,116 | $3.8M | +$1.6M | 51.6% |
| NEUBERGER BERMAN GROUP LLC | 36,992 | +3,802 | $7.9M | +$1.6M | 11.4% |
| Mariner, LLC | 47,908 | +2,424 | $10.3M | +$1.6M | 5.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 48,269 | +1,803 | $10.3M | +$1.5M | 3.9% |
| Vanguard Personalized Indexing Management, LLC | 47,760 | +1,801 | $10.2M | +$1.4M | 3.9% |
| Cerity Partners LLC | 33,649 | +3,441 | $7.2M | +$1.4M | 11.4% |
| SIMPLEX TRADING, LLC | 6,650 | +4,933 | $1.4M | +$1.4M | 287.3% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7,344 | +5,950 | $1.6M | +$1.3M | 426.8% |
| Prime Capital Investment Advisors, LLC | 7,990 | +5,527 | $1.7M | +$1.2M | 224.4% |
| &PARTNERS | 18,350 | +4,325 | $3.9M | +$1.2M | 30.8% |
| Callan Family Office, LLC | 20,569 | +3,883 | $4.4M | +$1.2M | 23.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,985 | +4,906 | $2.4M | +$1.2M | 80.7% |
| Americana Partners, LLC | 14,746 | +4,251 | $3.2M | +$1.2M | 40.5% |
| Altrius Capital Management Inc | 47,778 | +251 | $10.2M | +$1.1M | 0.5% |
| Ethic Inc. | 22,662 | +3,087 | $4.9M | +$1.1M | 15.8% |
| HighTower Advisors, LLC | 35,798 | +1,505 | $7.7M | +$1.1M | 4.4% |
| US BANCORP \DE\ | 40,137 | +871 | $8.6M | +$1.1M | 2.2% |
| Russell Investments Group, Ltd. | 17,639 | +3,453 | $3.8M | +$1.1M | 24.3% |
| GABELLI FUNDS LLC | 25,950 | +2,450 | $5.6M | +$1.1M | 10.4% |
| Frank, Rimerman Advisors LLC | 7,652 | +4,618 | $1.6M | +$1.1M | 152.2% |
| RHUMBLINE ADVISERS | 16,545 | +3,500 | $3.5M | +$1.0M | 26.8% |
| Focus Partners Wealth | 11,537 | +4,096 | $2.5M | +$1.0M | 55.0% |
| INSPIRE TRUST CO, N.A. | 27,000 | +2,000 | $5.8M | +$1.0M | 8.0% |
| Pathstone Holdings, LLC | 25,874 | +2,092 | $5.5M | +$994.1K | 8.8% |
| Farther Finance Advisors, LLC | 6,070 | +4,064 | $1.3M | +$916.0K | 202.6% |
| JONES FINANCIAL COMPANIES LLLP | 12,558 | +3,421 | $2.7M | +$879.7K | 37.4% |
| IEQ CAPITAL, LLC | 18,411 | +2,342 | $3.9M | +$870.6K | 14.6% |
| ASSETMARK, INC | 15,193 | +2,512 | $3.3M | +$829.0K | 19.8% |
| BEARING POINT CAPITAL, LLC | 21,241 | +1,729 | $4.5M | +$818.3K | 8.9% |
| PRINCIPAL SECURITIES, INC. | 15,507 | +2,388 | $3.3M | +$812.6K | 18.2% |
| Brooklyn Investment Group | 14,444 | +1,998 | $3.1M | +$809.1K | 16.1% |
| IFG Advisory, LLC | 25,477 | +1,129 | $5.5M | +$801.0K | 4.6% |
| PITTENGER & ANDERSON INC | 15,325 | +2,325 | $3.3M | +$796.3K | 17.9% |
| Orion Porfolio Solutions, LLC | 19,456 | +1,760 | $4.2M | +$783.2K | 9.9% |
| QUADRANT CAPITAL GROUP LLC | 29,177 | +550 | $6.2M | +$775.3K | 1.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27,933 | +694 | $6.0M | +$774.2K | 2.5% |
| Gradient Investments LLC | 8,812 | +2,921 | $1.9M | +$760.6K | 49.6% |
| Global Retirement Partners, LLC | 5,508 | +3,276 | $1.2M | +$752.4K | 146.8% |
| Compound Planning, Inc. | 11,564 | +2,204 | $2.5M | +$686.8K | 23.5% |
| May Hill Capital, LLC | 5,014 | +2,935 | $1.1M | +$676.0K | 141.2% |
| Allspring Global Investments Holdings, LLC | 10,525 | +2,028 | $2.3M | +$663.1K | 23.9% |
| Caprock Group, LLC | 9,158 | +2,358 | $2.0M | +$637.3K | 34.7% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8,350 | +2,300 | $1.8M | +$631.3K | 38.0% |
| Silvercrest Asset Management Group LLC | 24,756 | +199 | $5.3M | +$606.7K | 0.8% |
| Aaron Wealth Advisors LLC | 9,605 | +1,905 | $2.1M | +$584.7K | 24.7% |
| Cardinal Capital Management | 24,171 | +83 | $5.2M | +$571.1K | 0.3% |
| SIGNATUREFD, LLC | 20,252 | +450 | $4.3M | +$551.2K | 2.3% |
| CHOREO, LLC | 8,574 | +1,797 | $1.8M | +$547.2K | 26.5% |
| CIBC WORLD MARKET INC. | 13,085 | +1,141 | $2.8M | +$518.6K | 9.6% |
| Gold Investment Management Ltd. | 17,786 | +307 | $3.8M | +$467.2K | 1.8% |
| Ellsworth Advisors, LLC | 11,108 | +211 | $2.6M | +$463.1K | 1.9% |
| Fiera Capital Corp | 3,256 | +1,888 | $697.0K | +$435.6K | 138.0% |
| apricus wealth, LLC | 16,829 | +205 | $3.6M | +$425.7K | 1.2% |
| Independent Advisor Alliance | 4,672 | +1,560 | $1.0M | +$405.4K | 50.1% |
| TRUIST FINANCIAL CORP | 10,457 | +858 | $2.2M | +$404.1K | 8.9% |
| NATIONAL BANK OF CANADA /FI/ | 15,445 | +205 | $3.3M | +$395.1K | 1.3% |
| New Republic Capital, LLC | 2,881 | +1,698 | $616.6K | +$390.5K | 143.5% |
| MARSHALL WACE, LLP | 6,928 | +1,183 | $1.5M | +$385.2K | 20.6% |
| Sivia Capital Partners, LLC | 3,807 | +1,483 | $814.9K | +$370.8K | 63.8% |
| NewEdge Advisors, LLC | 7,015 | +1,061 | $1.5M | +$364.0K | 17.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,004 | +1,345 | $857.1K | +$349.0K | 50.6% |
| Sequoia Financial Advisors, LLC | 10,412 | +472 | $2.2M | +$329.3K | 4.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 8,320 | +549 | $1.8M | +$327.7K | 7.1% |
| Federation des caisses Desjardins du Quebec | 11,820 | +285 | $2.5M | +$326.0K | 2.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,840 | +997 | $1.7M | +$319.8K | 14.6% |
| Mutual Advisors, LLC | 3,358 | +1,402 | $718.8K | +$319.7K | 71.7% |
| Smartleaf Asset Management LLC | 6,198 | +1,015 | $1.3M | +$313.5K | 19.6% |
| Versant Capital Management, Inc | 4,582 | +976 | $980.8K | +$291.8K | 27.1% |
| Dorsey & Whitney Trust CO LLC | 7,280 | +651 | $1.6M | +$291.6K | 9.8% |
| F/m Investments LLC | 8,264 | +475 | $1.8M | +$280.6K | 6.1% |
| Ameritas Advisory Services, LLC | 1,845 | +1,245 | $394.9K | +$280.3K | 207.5% |
| Kestra Advisory Services, LLC | 7,979 | +498 | $1.7M | +$278.3K | 6.7% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3,165 | +1,029 | $677.4K | +$269.2K | 48.2% |
| Checchi Capital Advisers, LLC | 9,565 | +246 | $2.0M | +$266.7K | 2.6% |
| Beacon Pointe Advisors, LLC | 3,773 | +890 | $807.6K | +$256.7K | 30.9% |
| TD PRIVATE CLIENT WEALTH LLC | 3,626 | +864 | $776.2K | +$248.4K | 31.3% |
| BNP PARIBAS FINANCIAL MARKETS | 3,664 | +809 | $784.3K | +$238.8K | 28.3% |
| Advisory Services Network, LLC | 1,953 | +972 | $418.0K | +$230.7K | 99.1% |
| AlphaCore Capital LLC | 5,515 | +530 | $1.2M | +$228.0K | 10.6% |
| SCOTIA CAPITAL INC. | 9,433 | +50 | $2.0M | +$226.2K | 0.5% |
| Wealthspire Advisors, LLC | 1,629 | +942 | $348.8K | +$217.5K | 137.1% |
| PDS Planning, Inc | 4,493 | +592 | $961.8K | +$216.3K | 15.2% |
| Pure Financial Advisors, LLC | 2,425 | +793 | $519.0K | +$207.2K | 48.6% |
| GAMMA Investing LLC | 3,529 | +653 | $755.4K | +$205.8K | 22.7% |
| SYON CAPITAL LLC | 5,553 | +396 | $1.2M | +$203.2K | 7.7% |
| BRIAN LOW FINANCIAL GROUP, LLC | 3,966 | +569 | $849.0K | +$199.8K | 16.8% |
| INTRUST BANK NA | 4,463 | +487 | $955.3K | +$195.6K | 12.2% |
| XPONANCE, INC. | 4,462 | +469 | $955.1K | +$192.1K | 11.7% |
| PKS Advisory Services, LLC | 2,480 | +675 | $530.9K | +$186.0K | 37.4% |
| Atria Investments, Inc | 3,376 | +546 | $722.7K | +$181.9K | 19.3% |
| Abel Hall, LLC | 2,255 | +666 | $482.6K | +$179.1K | 41.9% |
| Diligent Investors, LLC | 3,584 | +500 | $767.2K | +$177.9K | 16.2% |
| Private Advisor Group, LLC | 4,963 | +308 | $1.1M | +$172.9K | 6.6% |
| HB Wealth Management, LLC | 4,012 | +409 | $859.0K | +$170.5K | 11.3% |
| Envestnet Portfolio Solutions, Inc. | 3,050 | +521 | $652.8K | +$169.6K | 20.6% |
| Optas, LLC | 3,320 | +471 | $710.7K | +$166.3K | 16.5% |
| Florida Trust Wealth Management Co | 2,046 | +590 | $438.0K | +$159.7K | 40.5% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 4,208 | +329 | $900.7K | +$159.5K | 8.5% |
| Dynasty Wealth Management, LLC | 2,222 | +560 | $475.6K | +$158.0K | 33.7% |
| STEPHENS INC /AR/ | 2,112 | +537 | $452.1K | +$151.1K | 34.1% |
| TD Waterhouse Canada Inc. | 4,444 | +263 | $951.6K | +$148.3K | 6.3% |
| Valeo Financial Advisors, LLC | 4,307 | +246 | $922.0K | +$145.9K | 6.0% |
| Foster Victor Wealth Advisors, LLC | 1,683 | +411 | $389.4K | +$141.9K | 32.3% |
| HighPoint Advisor Group LLC | 5,238 | +107 | $1.1M | +$140.8K | 2.1% |
| Invesco Ltd. | 1,694 | +506 | $362.6K | +$135.5K | 42.6% |
| Kathmere Capital Management, LLC | 2,428 | +408 | $519.7K | +$133.7K | 20.2% |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,568 | +381 | $549.7K | +$131.8K | 17.4% |
| Transamerica Financial Advisors, LLC | 1,536 | +503 | $328.9K | +$131.3K | 48.7% |
| EverSource Wealth Advisors, LLC | 3,305 | +284 | $707.4K | +$130.1K | 9.4% |
| Total Clarity Wealth Management, Inc. | 4,556 | +122 | $975.3K | +$128.0K | 2.8% |
| Nilsine Partners, LLC | 2,501 | +362 | $535.4K | +$126.6K | 16.9% |
| NISA INVESTMENT ADVISORS, LLC | 4,637 | +67 | $992.6K | +$119.3K | 1.5% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,365 | +210 | $720.4K | +$117.5K | 6.7% |
| Legacy Advisors, LLC | 1,537 | +419 | $329.0K | +$115.4K | 37.5% |
| HBW ADVISORY SERVICES LLC | 3,502 | +180 | $749.6K | +$114.8K | 5.4% |
| Concurrent Investment Advisors, LLC | 2,073 | +345 | $443.8K | +$113.6K | 20.0% |
| BROWN BROTHERS HARRIMAN & CO | 555 | +520 | $118.8K | +$112.1K | 1485.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4,273 | +62 | $914.7K | +$109.9K | 1.5% |
| Linden Thomas Advisory Services, LLC | 3,560 | +123 | $762.1K | +$105.3K | 3.6% |
| BANK OF STOCKTON | 4,228 | +41 | $905.0K | +$105.0K | 1.0% |
| World Investment Advisors | 1,871 | +608 | $343.6K | +$102.2K | 48.1% |
| Brucke Financial, Inc. | 2,500 | +364 | $535.1K | +$99.0K | 17.0% |
| COMMERCE BANK | 3,254 | +123 | $696.5K | +$98.2K | 3.9% |
| Arax Advisory Partners | 2,467 | +214 | $528.2K | +$97.6K | 9.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,512 | +88 | $751.8K | +$97.6K | 2.6% |
| Bridgewater Advisors Inc. | 3,528 | +44 | $803.4K | +$96.3K | 1.3% |
| Csenge Advisory Group | 1,683 | +299 | $360.3K | +$95.7K | 21.6% |
| Sowell Financial Services LLC | 2,663 | +170 | $570.1K | +$93.6K | 6.8% |
| PFG Investments, LLC | 1,684 | +282 | $360.5K | +$92.7K | 20.1% |
| Sigma Planning Corp | 1,626 | +278 | $348.1K | +$90.2K | 20.6% |
| Aprio Wealth Management, LLC | 1,496 | +292 | $320.2K | +$90.2K | 24.3% |
| TRUST POINT INC. | 1,830 | +251 | $391.7K | +$90.0K | 15.9% |
| Merit Financial Group, LLC | 2,745 | +126 | $587.5K | +$87.1K | 4.8% |
| DRIVE WEALTH MANAGEMENT, LLC | 1,624 | +229 | $347.6K | +$80.9K | 16.4% |
| Sound Income Strategies, LLC | 1,095 | +194 | $253.3K | +$80.0K | 21.5% |
| HBK Sorce Advisory LLC | 1,218 | +96 | $297.5K | +$79.5K | 8.6% |
| Stratos Wealth Advisors, LLC | 1,339 | +246 | $286.7K | +$77.7K | 22.5% |
| REXFORD CAPITAL INC | 2,911 | +50 | $623.1K | +$76.4K | 1.7% |
| Caitong International Asset Management Co., Ltd | 363 | +356 | $77.7K | +$76.4K | 5085.7% |
| Snowden Capital Advisors LLC | 1,324 | +234 | $283.5K | +$75.1K | 21.5% |
| Arkadios Wealth Advisors | 2,754 | +57 | $589.4K | +$74.1K | 2.1% |
| Dynamic Advisor Solutions LLC | 2,786 | +29 | $596.4K | +$69.6K | 1.1% |
| Ascent Group, LLC | 2,547 | +31 | $545.1K | +$64.4K | 1.2% |
| Capital Advisors Wealth Management, LLC | 1,278 | +163 | $273.6K | +$60.5K | 14.6% |
| CARY STREET PARTNERS FINANCIAL LLC | 2,476 | +15 | $530.0K | +$59.7K | 0.6% |
| DEUTSCHE BANK AG\ | 691 | +229 | $147.9K | +$59.6K | 49.6% |
| Parkside Financial Bank & Trust | 569 | +239 | $121.8K | +$58.7K | 72.4% |
| Wedmont Private Capital | 2,372 | +134 | $506.0K | +$58.7K | 6.0% |
| J2 Capital Management Inc | 2,125 | +50 | $454.9K | +$58.4K | 2.4% |
| DeDora Capital, Inc. | 2,141 | +45 | $458.3K | +$57.8K | 2.1% |
| Empowered Funds, LLC | 1,398 | +131 | $299.3K | +$57.1K | 10.3% |
| Prestige Wealth Management Group LLC | 366 | +305 | $68.2K | +$56.5K | 500.0% |
| Cetera Trust Company, N.A | 2,240 | +25 | $479.5K | +$56.2K | 1.1% |
| Waverly Advisors, LLC | 1,329 | +133 | $284.4K | +$55.9K | 11.1% |
| Rosenberg Matthew Hamilton | 1,943 | +57 | $415.9K | +$55.5K | 3.0% |
| Cullen/Frost Bankers, Inc. | 850 | +185 | $181.9K | +$55.0K | 27.8% |
| Aptus Capital Advisors, LLC | 1,721 | +79 | $368.4K | +$54.6K | 4.8% |
| Canopy Partners, LLC | 1,409 | +115 | $301.6K | +$54.3K | 8.9% |
| EVOKE WEALTH, LLC | 1,185 | +139 | $253.6K | +$53.5K | 13.3% |
| Fort Sheridan Advisors LLC | 2,175 | +1 | $465.5K | +$50.0K | 0.0% |
| Perigon Wealth Management, LLC | 1,288 | +105 | $275.7K | +$49.7K | 8.9% |
| Kingsview Wealth Management, LLC | 1,792 | +39 | $383.6K | +$48.6K | 2.2% |
| FIFTH THIRD BANCORP | 1,025 | +127 | $219.4K | +$47.8K | 14.1% |
| Beverly Hills Private Wealth, LLC | 1,847 | +14 | $395.4K | +$45.2K | 0.8% |
| Traveka Wealth, LLC | 1,736 | +27 | $371.6K | +$45.0K | 1.6% |
| CIBC Private Wealth Group LLC | 1,650 | +35 | $353.3K | +$44.6K | 2.2% |
| U.S. Capital Wealth Advisors, LLC | 1,598 | +40 | $342.1K | +$44.4K | 2.6% |
| Miracle Mile Advisors, LLC | 1,208 | +82 | $258.6K | +$43.4K | 7.3% |
| Activest Wealth Management | 202 | +200 | $43.2K | +$42.9K | 10000.0% |
| RIVERSEDGE ADVISORS, LLC | 1,494 | +44 | $319.8K | +$42.7K | 3.0% |
| Berger Financial Group, Inc | 1,837 | +1 | $393.2K | +$42.4K | 0.1% |
| TD Asset Management Inc | 1,670 | +8 | $357.5K | +$39.9K | 0.5% |
| FIRST HORIZON CORP | 1,651 | +1 | $353.4K | +$38.1K | 0.1% |
| Avior Wealth Management, LLC | 1,608 | +5 | $344.2K | +$37.9K | 0.3% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,465 | +20 | $313.6K | +$37.5K | 1.4% |
| CAPITAL ADVISORS INC/OK | 1,313 | +32 | $281.1K | +$36.3K | 2.5% |
| Advisors Capital Management, LLC | 1,207 | +42 | $258.4K | +$35.7K | 3.6% |
| BLAIR WILLIAM & CO/IL | 1,433 | +3 | $306.7K | +$33.5K | 0.2% |
| Klingman & Associates, LLC | 1,274 | +19 | $272.7K | +$32.8K | 1.5% |
| RICHARDSON FINANCIAL SERVICES INC. | 406 | +120 | $86.9K | +$32.3K | 42.0% |
| Meridian Wealth Management, LLC | 1,226 | +21 | $262.4K | +$32.2K | 1.7% |
| Larson Financial Group LLC | 189 | +142 | $40.5K | +$31.6K | 302.1% |
| Cornerstone Planning Group LLC | 175 | +48 | $38.3K | +$31.4K | 37.8% |
| Net Worth Advisory Group | 1,105 | +30 | $236.5K | +$31.2K | 2.8% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 738 | +60 | $158.0K | +$28.4K | 8.8% |
| Inscription Capital, LLC | 1,071 | +13 | $229.3K | +$27.0K | 1.2% |
| Financial Management Professionals, Inc. | 454 | +82 | $97.2K | +$26.1K | 22.0% |
| NATIXIS ADVISORS, LLC | 532,334 | +66,695 | $114.0K | +$25.0K | 14.3% |
| Ancora Advisors LLC | 228 | +103 | $48.8K | +$24.9K | 82.4% |
| Bell Investment Advisors, Inc | 204 | +91 | $43.7K | +$22.1K | 80.5% |
| SJS Investment Consulting Inc. | 101 | +96 | $21.6K | +$20.7K | 1920.0% |
| AdvisorNet Financial, Inc | 114 | +79 | $24.4K | +$17.7K | 225.7% |
| HIGHLINE WEALTH PARTNERS LLC | 152 | +73 | $32.5K | +$17.4K | 92.4% |
| Independence Bank of Kentucky | 296 | +46 | $63.4K | +$15.6K | 18.4% |
| Bruce G. Allen Investments, LLC | 520 | +11 | $111.3K | +$14.0K | 2.2% |
| North Star Investment Management Corp. | 547 | +5 | $117.1K | +$13.5K | 0.9% |
| Salomon & Ludwin, LLC | 349 | +23 | $76.4K | +$12.9K | 7.0% |
| PRIVATE TRUST CO NA | 227 | +40 | $48.6K | +$12.9K | 21.4% |
| Geneos Wealth Management Inc. | 373 | +20 | $79.9K | +$12.4K | 5.7% |
| COUNTRY TRUST BANK | 72 | +52 | $15.4K | +$11.6K | 260.0% |
| Bangor Savings Bank | 292 | +25 | $62.5K | +$11.5K | 9.4% |
| Addison Advisors LLC | 473 | +1 | $101.3K | +$11.1K | 0.2% |
| Key Financial Inc | 199 | +29 | $42.6K | +$10.0K | 17.1% |
| Bogart Wealth, LLC | 346 | +10 | $74.1K | +$9.9K | 3.0% |
| Abound Wealth Management | 51 | +38 | $10.9K | +$8.4K | 292.3% |
| HARBOR INVESTMENT ADVISORY, LLC | 98 | +23 | $21.0K | +$6.6K | 30.7% |
| Physician Wealth Advisors, Inc. | 141 | +15 | $30.2K | +$6.1K | 11.9% |
| NBC SECURITIES, INC. | 169 | +9 | $36.2K | +$5.6K | 5.6% |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | +26 | $5.8K | +$5.6K | 2600.0% |
| Roxbury Financial LLC | 221 | +3 | $47.2K | +$5.6K | 1.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 126 | +13 | $27.0K | +$5.4K | 11.5% |
| FINANCIAL CONSULATE, INC | 92 | +15 | $19.7K | +$5.0K | 19.5% |
| Nemes Rush Group LLC | 68 | +17 | $14.6K | +$4.7K | 33.3% |
| Triumph Capital Management | 43 | +16 | $9.2K | +$4.0K | 59.3% |
| True Wealth Design, LLC | 116 | +6 | $24.8K | +$3.8K | 5.5% |
| Newbridge Financial Services Group, Inc. | 145 | +2 | $31.0K | +$3.7K | 1.4% |
| First Command Advisory Services, Inc. | 20 | +15 | $4.3K | +$3.3K | 300.0% |
| Rossby Financial, LCC | 36 | +11 | $7.7K | +$2.9K | 44.0% |
| Horizon Investments, LLC | 15 | +12 | $3.2K | +$2.6K | 400.0% |
| HRT FINANCIAL LP | 10,593 | +6,468 | $2.3K | +$1.5K | 156.8% |
| Westfuller Advisors, LLC | 49 | +1 | $10.5K | +$1.2K | 2.1% |
| WPG Advisers, LLC | 23 | +3 | $4.9K | +$1.1K | 15.0% |
| PARK AVENUE SECURITIES LLC | 21,956 | +2,933 | $4.7K | +$1.1K | 15.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | +2 | $4.9K | +$910 | 9.5% |
| Stone House Investment Management, LLC | 22 | +1 | $4.7K | +$700 | 4.8% |
| Legacy Wealth Managment, LLC/ID | 13 | +2 | $2.8K | +$681 | 18.2% |
| HANTZ FINANCIAL SERVICES, INC. | 7,170 | +1,939 | $1.5K | +$535 | 37.1% |
| Cambridge Investment Research Advisors, Inc. | 11,218 | +1,172 | $2.4K | +$481 | 11.7% |
| Janney Montgomery Scott LLC | 8,571 | +437 | $1.8K | +$281 | 5.4% |
| Community Bank & Trust, Waco, Texas | 6,696 | +404 | $1.4K | +$231 | 6.4% |
| Summit Global Investments | 2,095 | +544 | $449 | +$153 | 35.1% |
| WEDBUSH SECURITIES INC | 1,779 | +363 | $381 | +$110 | 25.6% |
| CKW FINANCIAL GROUP | 4,523 | +2 | $968 | +$101 | 0.0% |
| HAZLETT, BURT & WATSON, INC. | 1,011 | +250 | $218 | +$70 | 32.9% |
| BESSEMER GROUP INC | 508 | +91 | $109 | +$29 | 21.8% |
| Smithfield Trust Co | 34 | +33 | $8 | +$8 | 3300.0% |
| TSFG, LLC | 133 | +1 | $29 | +$4 | 0.8% |
| CX Institutional | 121 | +6 | $26 | +$4 | 5.2% |