13F QoQ Ownership Changes
TRV Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 236 new · 604 added · 890 reduced · 130 exited
New Positions(236)
Added To(604)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,304,411 | +297,945 | $6.47B | +$325.0M | 1.4% |
| STATE STREET CORP | 16,000,457 | +486,861 | $4.64B | +$309.4M | 3.1% |
| VANGUARD GROUP INC | 22,109,933 | +110,311 | $6.41B | +$270.5M | 0.5% |
| AustralianSuper Pty Ltd | 908,559 | +458,746 | $263.5M | +$137.9M | 102.0% |
| CITADEL ADVISORS LLC | 825,593 | +419,945 | $239.5M | +$126.2M | 103.5% |
| TWO SIGMA INVESTMENTS, LP | 367,519 | +360,229 | $106.6M | +$104.6M | 4941.4% |
| Amundi | 1,019,407 | +314,241 | $295.7M | +$96.3M | 44.6% |
| Invesco Ltd. | 1,807,164 | +237,494 | $524.2M | +$85.9M | 15.1% |
| California Public Employees Retirement System | 1,055,282 | +264,551 | $306.1M | +$85.3M | 33.5% |
| FEDERATED HERMES, INC. | 976,307 | +226,412 | $283.2M | +$73.8M | 30.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 769,233 | +229,729 | $223.1M | +$72.5M | 42.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,409,637 | +165,219 | $698.9M | +$72.3M | 7.4% |
| BANK OF AMERICA CORP /DE/ | 3,572,216 | +118,724 | $1.04B | +$71.9M | 3.4% |
| MORGAN STANLEY | 3,793,750 | +85,298 | $1.10B | +$64.9M | 2.3% |
| Woodline Partners LP | 562,345 | +205,352 | $163.1M | +$63.4M | 57.5% |
| DIMENSIONAL FUND ADVISORS LP | 3,361,112 | +81,497 | $975.0M | +$59.3M | 2.5% |
| Qube Research & Technologies Ltd | 602,751 | +184,119 | $174.8M | +$57.9M | 44.0% |
| Robeco Institutional Asset Management B.V. | 901,938 | +133,152 | $261.6M | +$47.0M | 17.3% |
| FIRST TRUST ADVISORS LP | 1,590,125 | +99,347 | $461.2M | +$45.0M | 6.7% |
| UBS Group AG | 1,774,756 | +89,159 | $514.8M | +$44.1M | 5.3% |
| DEUTSCHE BANK AG\ | 901,487 | +108,653 | $261.5M | +$40.1M | 13.7% |
| Skandinaviska Enskilda Banken AB (publ) | 208,774 | +113,546 | $60.6M | +$34.0M | 119.2% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 174,715 | +119,558 | $47.3M | +$31.9M | 216.8% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 108,309 | +106,790 | $31.4M | +$31.0M | 7030.3% |
| Legal & General Group Plc | 1,711,785 | +41,769 | $496.5M | +$30.2M | 2.5% |
| Caisse de depot et placement du Quebec | 113,190 | +85,306 | $32.8M | +$25.0M | 305.9% |
| Allianz Asset Management GmbH | 581,271 | +63,630 | $168.6M | +$24.1M | 12.3% |
| TUDOR INVESTMENT CORP ET AL | 73,700 | +66,800 | $21.4M | +$19.5M | 968.1% |
| BNP PARIBAS FINANCIAL MARKETS | 413,928 | +49,514 | $120.7M | +$18.4M | 13.6% |
| Quantinno Capital Management LP | 129,452 | +50,113 | $37.5M | +$15.4M | 63.2% |
| DANSKE BANK A/S | 233,140 | +45,694 | $67.6M | +$15.3M | 24.4% |
| National Pension Service | 771,552 | +24,669 | $223.8M | +$15.3M | 3.3% |
| WELLS FARGO & COMPANY/MN | 829,628 | +20,851 | $240.6M | +$14.8M | 2.6% |
| BANK OF MONTREAL /CAN/ | 367,261 | +27,486 | $107.4M | +$12.5M | 8.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 89,807 | +41,288 | $26.0M | +$12.5M | 85.1% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 68,800 | +41,600 | $20.0M | +$12.4M | 152.9% |
| Russell Investments Group, Ltd. | 483,342 | +24,337 | $140.3M | +$12.2M | 5.3% |
| IFM Investors Pty Ltd | 43,613 | +214 | $12.7K | -$12.0M | 0.5% |
| MILLENNIUM MANAGEMENT LLC | 176,271 | +35,948 | $51.1M | +$11.9M | 25.6% |
| SEI INVESTMENTS CO | 160,838 | +35,646 | $46.6M | +$11.7M | 28.5% |
| AMERICAN CENTURY COMPANIES INC | 585,302 | +18,478 | $169.8M | +$11.5M | 3.3% |
| KLP KAPITALFORVALTNING AS | 135,019 | +31,040 | $39.2M | +$10.1M | 29.9% |
| LPL Financial LLC | 387,591 | +18,638 | $112.4M | +$9.4M | 5.0% |
| Mediolanum International Funds Ltd | 32,666 | +30,147 | $9.6M | +$8.9M | 1196.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 119,249 | +27,051 | $34.6M | +$8.8M | 29.3% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 571,894 | +7,905 | $165.9M | +$8.4M | 1.4% |
| MAIRS & POWER INC | 113,800 | +25,306 | $33.0M | +$8.3M | 28.6% |
| FORSTA AP-FONDEN | 78,620 | +26,320 | $22.8M | +$8.2M | 50.3% |
| ProShare Advisors LLC | 164,558 | +19,702 | $47.7M | +$7.3M | 13.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 219,988 | +24,495 | $62.7M | +$7.0M | 12.5% |
| CIBC Asset Management Inc | 90,747 | +21,466 | $26.3M | +$7.0M | 31.0% |
| Man Group plc | 31,158 | +23,265 | $9.0M | +$6.8M | 294.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 583,391 | +10,314 | $166.4M | +$6.4M | 1.8% |
| PNC Financial Services Group, Inc. | 398,089 | +5,989 | $115.5M | +$6.0M | 1.5% |
| PRUDENTIAL PLC | 53,877 | +18,010 | $15.6M | +$5.6M | 50.2% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 34,320 | +18,483 | $10.0M | +$5.5M | 116.7% |
| CREDIT AGRICOLE S A | 155,726 | +13,194 | $45.2M | +$5.4M | 9.3% |
| Banque Cantonale Vaudoise | 18,387 | +4,974 | $5.3M | +$5.3M | 37.1% |
| SteelPeak Wealth, LLC | 26,445 | +18,028 | $7.7M | +$5.3M | 214.2% |
| JANE STREET GROUP, LLC | 114,549 | +14,354 | $33.2M | +$5.2M | 14.3% |
| FIL Ltd | 83,672 | +15,242 | $24.3M | +$5.2M | 22.3% |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 36,659 | +16,616 | $10.6M | +$5.0M | 82.9% |
| Kestra Advisory Services, LLC | 50,988 | +15,234 | $14.8M | +$4.8M | 42.6% |
| PRINCIPAL FINANCIAL GROUP INC | 273,194 | +5,778 | $79.2M | +$4.6M | 2.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 355,504 | +2,455 | $103.1M | +$4.5M | 0.7% |
| AVIVA PLC | 190,951 | +8,714 | $55.4M | +$4.5M | 4.8% |
| Vest Financial, LLC | 176,961 | +8,373 | $51.3M | +$4.3M | 5.0% |
| MACKENZIE FINANCIAL CORP | 227,688 | +4,471 | $66.4M | +$4.1M | 2.0% |
| Creative Planning | 118,218 | +9,047 | $34.3M | +$3.8M | 8.3% |
| Munich Reinsurance Co Stock Corp in Munich | 13,375 | +12,869 | $3.9M | +$3.8M | 2543.3% |
| Asset Management One Co., Ltd. | 197,544 | +3,975 | $57.7M | +$3.6M | 2.0% |
| Mirae Asset Global Investments Co., Ltd. | 74,466 | +9,770 | $21.6M | +$3.5M | 15.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 192,607 | +5,177 | $55.9M | +$3.5M | 2.8% |
| Illinois Municipal Retirement Fund | 94,306 | +8,740 | $27.4M | +$3.5M | 10.2% |
| Swedbank AB | 146,458 | +6,620 | $42.5M | +$3.4M | 4.7% |
| Stonebridge Capital Advisors LLC | 59,319 | +9,789 | $17.2M | +$3.4M | 19.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 275,614 | +813 | $79.9M | +$3.2M | 0.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 157,328 | +5,112 | $45.6M | +$3.1M | 3.4% |
| Vident Advisory, LLC | 24,993 | +10,139 | $7.2M | +$3.1M | 68.3% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 54,054 | +8,591 | $15.7M | +$3.0M | 18.9% |
| Sienna Gestion | 44,179 | +5,320 | $12.9M | +$3.0M | 13.7% |
| ALLSTATE CORP | 17,668 | +9,475 | $5.1M | +$2.8M | 115.6% |
| Vinva Investment Management Ltd | 28,912 | +8,375 | $8.5M | +$2.8M | 40.8% |
| Walleye Capital LLC | 14,701 | +8,986 | $4.3M | +$2.7M | 157.2% |
| Sterling Capital Management LLC | 22,443 | +8,611 | $6.5M | +$2.6M | 62.3% |
| Tower Research Capital LLC (TRC) | 22,064 | +8,270 | $6.4M | +$2.5M | 60.0% |
| SummitTX Capital, L.P. | 12,512 | +8,618 | $3.6M | +$2.5M | 221.3% |
| Cornerstone Investment Partners, LLC | 208,043 | +936 | $60.3M | +$2.5M | 0.5% |
| HighTower Advisors, LLC | 175,484 | +2,143 | $50.9M | +$2.5M | 1.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 39,949 | +7,387 | $11.6M | +$2.5M | 22.7% |
| MARTINGALE ASSET MANAGEMENT L P | 97,439 | +4,984 | $28.3M | +$2.4M | 5.4% |
| GREAT LAKES ADVISORS, LLC | 213,158 | +366 | $61.8M | +$2.4M | 0.2% |
| Cerity Partners LLC | 114,708 | +4,140 | $33.3M | +$2.4M | 3.7% |
| ABN AMRO INVESTMENT SOLUTIONS | 11,333 | +7,766 | $3.3M | +$2.3M | 217.7% |
| NewEdge Advisors, LLC | 31,799 | +6,445 | $9.2M | +$2.1M | 25.4% |
| Vontobel Holding Ltd. | 103,346 | +3,398 | $30.0M | +$2.1M | 3.4% |
| Varma Mutual Pension Insurance Co | 53,447 | +5,200 | $15.5M | +$2.0M | 10.8% |
| TRUIST FINANCIAL CORP | 149,486 | +999 | $43.4M | +$1.9M | 0.7% |
| QRG CAPITAL MANAGEMENT, INC. | 56,639 | +4,548 | $16.4M | +$1.9M | 8.7% |
| Vise Technologies, Inc. | 12,782 | +6,180 | $3.7M | +$1.9M | 93.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 114,782 | +2,089 | $33.3M | +$1.8M | 1.9% |
| Gotham Asset Management, LLC | 32,219 | +5,097 | $9.3M | +$1.8M | 18.8% |
| Genus Capital Management Inc. | 6,922 | +6,000 | $2.0M | +$1.8M | 650.8% |
| Ethic Inc. | 49,798 | +4,255 | $14.4M | +$1.7M | 9.3% |
| NEOS Investment Management LLC | 30,280 | +4,948 | $8.8M | +$1.7M | 19.5% |
| FRANKLIN RESOURCES INC | 128,278 | +1,067 | $37.2M | +$1.7M | 0.8% |
| Sequoia Financial Advisors, LLC | 30,054 | +4,727 | $8.7M | +$1.6M | 18.7% |
| Jump Financial, LLC | 10,014 | +5,473 | $2.9M | +$1.6M | 120.5% |
| Mariner, LLC | 77,535 | +2,779 | $22.5M | +$1.6M | 3.7% |
| AlphaQuest LLC | 7,147 | +5,495 | $2.1M | +$1.6M | 332.6% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,412 | +4,562 | $8.2M | +$1.6M | 19.1% |
| PEAK6 LLC | 35,503 | +4,278 | $10.3M | +$1.6M | 13.7% |
| Investment Management Corp of Ontario | 24,997 | +4,600 | $7.3M | +$1.6M | 22.6% |
| SCOTIA CAPITAL INC. | 7,194 | +5,259 | $2.1M | +$1.5M | 271.8% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,521 | +4,349 | $8.9M | +$1.5M | 16.6% |
| MML INVESTORS SERVICES, LLC | 36,311 | +4,010 | $10.5M | +$1.5M | 12.4% |
| Generali Asset Management SPA SGR | 25,077 | +4,376 | $7.3M | +$1.5M | 21.1% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 7,102 | +5,011 | $2.1M | +$1.5M | 239.6% |
| ASSETMARK, INC | 24,009 | +4,296 | $7.0M | +$1.5M | 21.8% |
| NISA INVESTMENT ADVISORS, LLC | 88,531 | +1,765 | $25.7M | +$1.5M | 2.0% |
| GTS SECURITIES LLC | 8,467 | +4,873 | $2.5M | +$1.5M | 135.6% |
| MUFG Securities EMEA plc | 9,145 | +4,836 | $2.7M | +$1.4M | 112.2% |
| State of Tennessee, Department of Treasury | 88,149 | +3,477 | $25.1M | +$1.4M | 4.1% |
| HARBOUR INVESTMENTS, INC. | 6,061 | +4,847 | $1.8M | +$1.4M | 399.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34,602 | +3,572 | $10.0M | +$1.4M | 11.5% |
| M&T Bank Corp | 99,169 | +1,055 | $28.8M | +$1.4M | 1.1% |
| 1832 Asset Management L.P. | 17,646 | +4,133 | $5.1M | +$1.3M | 30.6% |
| Vestmark Advisory Solutions, Inc. | 16,147 | +3,816 | $4.7M | +$1.2M | 30.9% |
| PICTON MAHONEY ASSET MANAGEMENT | 4,275 | +1,283 | $1.2M | +$1.2M | 42.9% |
| XPONANCE, INC. | 34,917 | +3,001 | $10.1M | +$1.2M | 9.4% |
| Palisade Asset Management, LLC | 29,292 | +3,141 | $8.5M | +$1.2M | 12.0% |
| Raiffeisen Bank International AG | 31,895 | +2,439 | $9.3M | +$1.2M | 8.3% |
| Avanza Fonder AB | 19,844 | +3,292 | $5.8M | +$1.1M | 19.9% |
| Czech National Bank | 58,819 | +1,639 | $17.1M | +$1.1M | 2.9% |
| Dynamic Technology Lab Private Ltd | 5,884 | +3,582 | $1.7M | +$1.1M | 155.6% |
| LAZARD ASSET MANAGEMENT LLC | 23,123 | +2,705 | $6.7M | +$1.0M | 13.2% |
| Carmel Capital Partners, LLC | 8,363 | +3,192 | $2.4M | +$981.9K | 61.7% |
| STRATEGIC PLANNING GROUP, LLC | 27,347 | +2,357 | $7.9M | +$954.5K | 9.4% |
| CIBC WORLD MARKET INC. | 5,417 | +3,033 | $1.6M | +$905.6K | 127.2% |
| Pacer Advisors, Inc. | 25,407 | +2,222 | $7.4M | +$895.8K | 9.6% |
| Argent Advisors, Inc. | 12,127 | +2,645 | $3.5M | +$870.0K | 27.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 66,612 | +517 | $19.3M | +$866.4K | 0.8% |
| NewEdge Wealth, LLC | 17,832 | +2,236 | $5.2M | +$857.9K | 14.3% |
| Talbot Financial, LLC | 46,786 | +1,199 | $13.6M | +$842.1K | 2.6% |
| MAI Capital Management | 31,301 | +1,758 | $9.1M | +$830.2K | 6.0% |
| Callan Family Office, LLC | 7,142 | +2,680 | $2.1M | +$825.6K | 60.1% |
| STANSBERRY ASSET MANAGEMENT, LLC | 41,812 | +1,296 | $12.1M | +$815.0K | 3.2% |
| Farther Finance Advisors, LLC | 8,633 | +2,526 | $2.5M | +$798.7K | 41.4% |
| DNB Asset Management AS | 47,541 | +914 | $13.8M | +$770.6K | 2.0% |
| Kepler Cheuvreux (Suisse) SA | 5,022 | +2,517 | $1.5M | +$757.2K | 100.5% |
| RITHOLTZ WEALTH MANAGEMENT | 39,675 | +1,139 | $11.5M | +$748.2K | 3.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8,553 | +2,340 | $2.5M | +$746.0K | 37.7% |
| Canada Post Corp Registered Pension Plan | 6,784 | +2,253 | $2.0M | +$714.9K | 49.7% |
| &PARTNERS | 17,491 | +1,847 | $5.1M | +$712.3K | 11.8% |
| Wealthspire Advisors, LLC | 5,104 | +2,294 | $1.5M | +$695.8K | 81.6% |
| U.S. Capital Wealth Advisors, LLC | 63,220 | +25 | $18.3M | +$692.3K | 0.0% |
| Orion Porfolio Solutions, LLC | 16,733 | +1,786 | $4.9M | +$679.9K | 11.9% |
| Vanguard Personalized Indexing Management, LLC | 41,816 | +860 | $12.1M | +$679.5K | 2.1% |
| Tidal Investments LLC | 10,895 | +1,982 | $3.2M | +$671.5K | 22.2% |
| DARK FOREST CAPITAL MANAGEMENT LP | 5,273 | +2,163 | $1.5M | +$661.1K | 69.5% |
| Capula Management Ltd | 9,235 | +2,008 | $2.7M | +$660.8K | 27.8% |
| Arkadios Wealth Advisors | 6,221 | +1,907 | $1.8M | +$599.8K | 44.2% |
| CAPTRUST FINANCIAL ADVISORS | 42,698 | +362 | $12.4M | +$563.9K | 0.8% |
| COMMERCE BANK | 23,272 | +1,090 | $6.8M | +$556.6K | 4.9% |
| GUGGENHEIM CAPITAL LLC | 34,181 | +666 | $9.9M | +$556.5K | 2.0% |
| Concurrent Investment Advisors, LLC | 7,569 | +1,642 | $2.2M | +$540.7K | 27.7% |
| Lombard Odier Asset Management (Switzerland) SA | 16,281 | +1,298 | $4.7M | +$538.9K | 8.7% |
| Verdence Capital Advisors LLC | 22,323 | +286 | $6.5M | +$517.4K | 1.3% |
| Beacon Pointe Advisors, LLC | 22,854 | +951 | $6.6M | +$513.2K | 4.3% |
| Crossmark Global Holdings, Inc. | 9,659 | +1,402 | $2.8M | +$496.2K | 17.0% |
| CSS LLC/IL | 3,440 | +1,640 | $997.8K | +$495.2K | 91.1% |
| Merit Financial Group, LLC | 17,697 | +1,086 | $5.1M | +$494.8K | 6.5% |
| Elevate Capital Advisors, LLC | 18,328 | +1,052 | $5.3M | +$492.3K | 6.1% |
| AlphaCore Capital LLC | 3,624 | +1,607 | $1.1M | +$488.0K | 79.7% |
| Goelzer Investment Management, Inc. | 38,139 | +235 | $11.1M | +$479.1K | 0.6% |
| Norinchukin Bank, The | 22,780 | +790 | $6.6M | +$467.5K | 3.6% |
| FIFTH THIRD BANCORP | 19,139 | +927 | $5.6M | +$466.3K | 5.1% |
| GAMMA Investing LLC | 10,885 | +1,230 | $3.2M | +$461.5K | 12.7% |
| Atria Investments, Inc | 19,256 | +881 | $5.6M | +$454.7K | 4.8% |
| B. Metzler seel. Sohn & Co. AG | 19,143 | +835 | $5.6M | +$454.2K | 4.6% |
| Wealthfront Advisers LLC | 23,751 | +694 | $6.9M | +$451.2K | 3.0% |
| Prestige Wealth Management Group LLC | 2,394 | +1,839 | $605.9K | +$450.9K | 331.4% |
| UMB Bank, n.a. | 22,430 | +726 | $6.5M | +$445.9K | 3.3% |
| Private Advisor Group, LLC | 23,958 | +630 | $6.9M | +$435.6K | 2.7% |
| JONES FINANCIAL COMPANIES LLLP | 9,602 | +1,133 | $2.8M | +$432.3K | 13.4% |
| AE Wealth Management LLC | 4,033 | +1,369 | $1.2M | +$425.7K | 51.4% |
| USS Investment Management Ltd | 37,290 | +75 | $10.8M | +$424.4K | 0.2% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13,470 | +987 | $3.9M | +$421.6K | 7.9% |
| BRADLEY FOSTER & SARGENT INC/CT | 38,192 | +15 | $11.1M | +$418.1K | 0.0% |
| EntryPoint Capital, LLC | 3,499 | +1,360 | $1.0M | +$417.7K | 63.6% |
| Icon Wealth Advisors, LLC | 13,950 | +930 | $4.0M | +$411.2K | 7.1% |
| Koshinski Asset Management, Inc. | 29,465 | +326 | $8.5M | +$410.5K | 1.1% |
| FAS Wealth Partners, Inc. | 15,362 | +863 | $4.5M | +$407.3K | 6.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,947 | +1,023 | $3.2M | +$404.4K | 10.3% |
| OFI INVEST ASSET MANAGEMENT | 1,923 | +1,375 | $525.3K | +$395.1K | 250.9% |
| Lido Advisors, LLC | 15,840 | +1,145 | $4.5M | +$393.9K | 7.8% |
| Impact Partnership Wealth, LLC | 5,059 | +1,213 | $1.5M | +$393.6K | 31.5% |
| Clearstead Advisors, LLC | 7,833 | +1,103 | $2.3M | +$393.0K | 16.4% |
| Benin Management CORP | 8,380 | +1,075 | $2.4M | +$391.0K | 14.7% |
| CULLINAN ASSOCIATES INC | 25,876 | +392 | $7.5M | +$389.9K | 1.5% |
| BENEDICT FINANCIAL ADVISORS INC | 35,502 | +7 | $10.3M | +$386.9K | 0.0% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 19,350 | +607 | $5.6M | +$379.2K | 3.2% |
| Meeder Advisory Services, Inc. | 6,927 | +1,077 | $2.0M | +$375.8K | 18.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 32,377 | +75 | $9.4M | +$371.9K | 0.2% |
| KWMG, LLC | 27,450 | +252 | $8.0M | +$367.9K | 0.9% |
| Stokes Family Office, LLC | 2,702 | +1,212 | $783.7K | +$367.7K | 81.3% |
| Net Worth Advisory Group | 5,744 | +1,083 | $1.7M | +$364.7K | 23.2% |
| Argent Trust Co | 16,823 | +616 | $4.9M | +$354.4K | 3.8% |
| HB Wealth Management, LLC | 19,136 | +525 | $5.6M | +$354.2K | 2.8% |
| Freestone Capital Holdings, LLC | 23,645 | +351 | $6.9M | +$354.1K | 1.5% |
| JNBA Financial Advisors | 4,516 | +1,082 | $1.3M | +$351.1K | 31.5% |
| BRIDGES INVESTMENT MANAGEMENT INC | 5,403 | +1,016 | $1.6M | +$342.3K | 23.1% |
| Caprock Group, LLC | 15,578 | +180 | $4.5M | +$337.8K | 1.2% |
| Equitable Holdings, Inc. | 5,468 | +972 | $1.6M | +$330.7K | 21.6% |
| Citizens Business Bank | 22,919 | +267 | $6.6M | +$323.0K | 1.2% |
| EXCHANGE TRADED CONCEPTS, LLC | 5,090 | +955 | $1.5M | +$321.8K | 23.1% |
| PINNACLE ASSOCIATES LTD | 21,228 | +310 | $6.2M | +$316.7K | 1.5% |
| Advisory Services Network, LLC | 14,656 | +537 | $4.3M | +$308.6K | 3.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,250 | +973 | $942.7K | +$306.9K | 42.7% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 9,140 | +374 | $2.7M | +$305.9K | 4.3% |
| Smartleaf Asset Management LLC | 4,873 | +815 | $1.4M | +$302.8K | 20.1% |
| DAVENPORT & Co LLC | 5,533 | +828 | $1.6M | +$290.9K | 17.6% |
| Aptus Capital Advisors, LLC | 7,323 | +753 | $2.1M | +$289.6K | 11.5% |
| Steward Partners Investment Advisory, LLC | 20,717 | +194 | $6.0M | +$278.6K | 0.9% |
| Empower Advisory Group, LLC | 2,990 | +864 | $867.2K | +$273.7K | 40.6% |
| LEVIN CAPITAL STRATEGIES, L.P. | 10,933 | +500 | $3.2M | +$258.1K | 4.8% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 29,719 | +99 | $8.0M | -$258.1K | 0.3% |
| First Pacific Financial | 20,352 | +122 | $5.9M | +$255.0K | 0.6% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 7,604 | +4 | $2.3M | +$254.7K | 0.1% |
| Miracle Mile Advisors, LLC | 18,177 | +186 | $5.3M | +$249.0K | 1.0% |
| Rydar Equities, Inc. | 5,445 | +642 | $1.6M | +$247.8K | 13.4% |
| Board of the Pension Protection Fund | 5,760 | +660 | $1.7M | +$246.7K | 12.9% |
| Henrickson Nauta Wealth Advisors, Inc. | 2,272 | +834 | $647.9K | +$246.4K | 58.0% |
| Winthrop Advisory Group LLC | 1,652 | +839 | $473.2K | +$246.3K | 103.2% |
| STEPHENS INC /AR/ | 9,545 | +494 | $2.8M | +$241.1K | 5.5% |
| Exeter Financial, LLC | 10,683 | +437 | $3.1M | +$237.6K | 4.3% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1,021 | +800 | $296.2K | +$234.4K | 362.0% |
| Krilogy Financial LLC | 3,994 | +769 | $1.1M | +$233.0K | 23.8% |
| Dakota Wealth Management | 6,939 | +543 | $2.0M | +$226.8K | 8.5% |
| Baker Avenue Asset Management, LP | 14,798 | +226 | $4.3M | +$223.6K | 1.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,372 | +664 | $978.2K | +$222.1K | 24.5% |
| VALLEY WEALTH MANAGERS, INC. | 16,817 | +128 | $4.9M | +$218.0K | 0.8% |
| LEUTHOLD GROUP, LLC | 16,592 | +126 | $4.8M | +$215.0K | 0.8% |
| Aprio Wealth Management, LLC | 2,212 | +663 | $641.7K | +$209.3K | 42.8% |
| OAKWORTH CAPITAL, INC. | 1,307 | +694 | $379.1K | +$207.9K | 113.2% |
| MONTAG A & ASSOCIATES INC | 10,170 | +326 | $2.9M | +$201.3K | 3.3% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,239 | +439 | $2.1M | +$201.0K | 6.5% |
| Slow Capital, Inc. | 15,278 | +126 | $4.4M | +$200.8K | 0.8% |
| Empire Financial Management Company, LLC | 16,285 | +70 | $4.7M | +$196.1K | 0.4% |
| Concord Wealth Partners | 7,755 | +390 | $2.2M | +$192.9K | 5.3% |
| IFC Advisors LLC | 4,631 | +510 | $1.3M | +$192.7K | 12.4% |
| AssuredPartners Investment Advisors, LLC | 8,809 | +334 | $2.6M | +$188.9K | 3.9% |
| Unison Advisors LLC | 15,568 | +63 | $4.5M | +$186.3K | 0.4% |
| Asset Dedication, LLC | 14,800 | +83 | $4.3M | +$183.5K | 0.6% |
| EARNED WEALTH ADVISORS, LLC | 1,787 | +581 | $518.4K | +$181.7K | 48.2% |
| RWA WEALTH PARTNERS, LLC | 2,001 | +557 | $580.4K | +$177.2K | 38.6% |
| Kathmere Capital Management, LLC | 5,991 | +397 | $1.7M | +$175.9K | 7.1% |
| Pinnacle Wealth Management Advisory Group, LLC | 3,933 | +476 | $1.1M | +$175.5K | 13.8% |
| Premier Path Wealth Partners, LLC | 2,357 | +534 | $683.7K | +$174.7K | 29.3% |
| Carnegie Investment Counsel | 12,855 | +114 | $3.7M | +$171.0K | 0.9% |
| Crestwood Advisors Group, LLC | 2,432 | +515 | $705.5K | +$170.2K | 26.9% |
| TOWER BRIDGE ADVISORS | 13,541 | +80 | $3.9M | +$169.1K | 0.6% |
| WASHINGTON TRUST Co | 1,419 | +550 | $411.7K | +$169.0K | 63.3% |
| Ascent Group, LLC | 7,590 | +308 | $2.2M | +$168.3K | 4.2% |
| Capital Investment Advisors, LLC | 3,268 | +473 | $947.8K | +$167.4K | 16.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 4,587 | +414 | $1.3M | +$165.3K | 9.9% |
| Atlantic Edge Private Wealth Management, LLC | 9,009 | +225 | $2.6M | +$160.5K | 2.6% |
| Cornell Pochily Investment Advisors, Inc. | 2,131 | +485 | $618.2K | +$158.6K | 29.5% |
| Avalon Trust Co | 8,749 | +221 | $2.5M | +$156.5K | 2.6% |
| Nilsine Partners, LLC | 9,911 | +174 | $2.9M | +$156.0K | 1.8% |
| OneDigital Investment Advisors LLC | 7,614 | +257 | $2.2M | +$154.1K | 3.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,803 | +321 | $1.7M | +$152.5K | 5.8% |
| Allspring Global Investments Holdings, LLC | 9,974 | +250 | $2.8M | +$148.6K | 2.6% |
| Envestnet Portfolio Solutions, Inc. | 8,407 | +202 | $2.4M | +$147.4K | 2.5% |
| DRW Securities, LLC | 3,211 | +407 | $930.3K | +$147.0K | 14.5% |
| Summit Trail Advisors, LLC | 6,048 | +290 | $1.8M | +$146.4K | 5.0% |
| StoneX Group Inc. | 2,877 | +402 | $835.0K | +$143.8K | 16.2% |
| TRUST CO OF VERMONT | 5,708 | +282 | $1.7M | +$140.6K | 5.2% |
| JT Stratford LLC | 7,355 | +203 | $2.1M | +$136.4K | 2.8% |
| World Investment Advisors | 4,588 | +1,820 | $908.6K | +$135.7K | 65.8% |
| Calamos Wealth Management LLC | 4,773 | +299 | $1.4M | +$135.2K | 6.7% |
| Concord Asset Management, LLC/VA | 7,673 | +184 | $2.2M | +$134.6K | 2.5% |
| CreativeOne Wealth, LLC | 1,153 | +436 | $334.5K | +$134.2K | 60.8% |
| Central Pacific Bank - Trust Division | 1,386 | +420 | $402.0K | +$132.3K | 43.5% |
| MONECO Advisors, LLC | 2,692 | +357 | $780.8K | +$128.7K | 15.3% |
| PEDDOCK CAPITAL ADVISORS, LLC | 10,631 | +48 | $3.1M | +$128.6K | 0.5% |
| Foundations Investment Advisors, LLC | 3,838 | +294 | $1.1M | +$123.6K | 8.3% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 9,653 | +67 | $2.8M | +$123.3K | 0.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,296 | +352 | $666.1K | +$123.2K | 18.1% |
| Compound Planning, Inc. | 4,297 | +273 | $1.2M | +$122.8K | 6.8% |
| Procyon Advisors, LLC | 4,806 | +252 | $1.4M | +$122.5K | 5.5% |
| SYON CAPITAL LLC | 4,022 | +281 | $1.2M | +$122.1K | 7.5% |
| Providence Wealth Advisors, LLC | 5,118 | +30 | $1.5M | +$122.0K | 0.6% |
| Parallel Advisors, LLC | 7,052 | +163 | $2.0M | +$121.9K | 2.4% |
| BROWN BROTHERS HARRIMAN & CO | 2,263 | +346 | $656.4K | +$121.1K | 18.0% |
| GREENLEAF TRUST | 10,036 | +37 | $2.9M | +$119.1K | 0.4% |
| Essex Financial Services, Inc. | 7,932 | +108 | $2.3M | +$116.4K | 1.4% |
| Brookstone Capital Management | 2,727 | +310 | $791.1K | +$116.2K | 12.8% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 3,018 | +293 | $875.4K | +$114.5K | 10.8% |
| Ancora Advisors LLC | 8,038 | +98 | $2.3M | +$114.5K | 1.2% |
| Gen-Wealth Partners Inc | 5,946 | +164 | $1.7M | +$110.1K | 2.8% |
| Diversify Advisory Services, LLC | 1,301 | +397 | $350.6K | +$108.7K | 43.9% |
| EVERPAR ADVISORS LLC | 1,498 | +330 | $434.5K | +$108.4K | 28.3% |
| CoreCap Advisors, LLC | 8,905 | +41 | $2.6M | +$107.9K | 0.5% |
| Jacobi Capital Management LLC | 8,461 | +54 | $2.5M | +$106.8K | 0.6% |
| Biltmore Family Office, LLC | 2,802 | +268 | $812.7K | +$105.2K | 10.6% |
| PATTEN & PATTEN INC/TN | 1,523 | +315 | $441.8K | +$104.5K | 26.1% |
| Turtle Creek Wealth Advisors, LLC | 1,352 | +313 | $392.2K | +$102.1K | 30.1% |
| PUREfi Wealth, LLC | 2,884 | +240 | $836.5K | +$98.3K | 9.1% |
| CIM, LLC | 8,145 | +34 | $2.4M | +$97.8K | 0.4% |
| DAYMARK WEALTH PARTNERS, LLC | 2,544 | +250 | $737.8K | +$97.3K | 10.9% |
| MGO ONE SEVEN LLC | 8,213 | +22 | $2.4M | +$95.3K | 0.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,077 | +298 | $312.4K | +$94.9K | 38.3% |
| HAMEL ASSOCIATES, INC. | 1,764 | +269 | $511.7K | +$94.2K | 18.0% |
| Cadence Bank | 8,521 | +4 | $2.5M | +$93.5K | 0.0% |
| River Wealth Advisors LLC | 2,403 | +239 | $696.9K | +$92.8K | 11.0% |
| Snowden Capital Advisors LLC | 7,599 | +34 | $2.2M | +$92.0K | 0.4% |
| TECTONIC ADVISORS LLC | 8,270 | +3 | $2.4M | +$90.3K | 0.0% |
| BECKER CAPITAL MANAGEMENT INC | 1,087 | +274 | $315.3K | +$88.3K | 33.7% |
| LRI Investments, LLC | 6,331 | +70 | $1.8M | +$88.2K | 1.1% |
| Linden Thomas Advisory Services, LLC | 4,163 | +154 | $1.2M | +$88.1K | 3.8% |
| VIRTUE ASSET MANAGEMENT LLC | 7,470 | +17 | $2.2M | +$85.7K | 0.2% |
| Pallas Capital Advisors LLC | 5,293 | +99 | $1.5M | +$85.0K | 1.9% |
| IHT Wealth Management, LLC | 6,466 | +47 | $1.9M | +$83.2K | 0.7% |
| Apollon Wealth Management, LLC | 3,013 | +177 | $874.0K | +$82.0K | 6.2% |
| QUADRANT CAPITAL GROUP LLC | 6,517 | +39 | $1.9M | +$81.5K | 0.6% |
| IAMS WEALTH MANAGEMENT, LLC | 1,186 | +243 | $344.1K | +$80.8K | 25.8% |
| HUB Investment Partners, LLC | 2,864 | +176 | $830.9K | +$80.4K | 6.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,086 | +201 | $605.2K | +$78.9K | 10.7% |
| Cornerstone Wealth Management, LLC | 1,479 | +225 | $429.0K | +$78.9K | 17.9% |
| Segment Wealth Management, LLC | 1,784 | +210 | $517.5K | +$78.0K | 13.3% |
| Dynamic Wealth Strategies, LLC | 1,244 | +227 | $360.8K | +$76.9K | 22.3% |
| Measured Wealth Private Client Group, LLC | 2,497 | +171 | $724.3K | +$74.8K | 7.3% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,137 | +143 | $909.9K | +$73.9K | 4.8% |
| Commonwealth Retirement Investments LLC | 4,689 | +82 | $1.4M | +$73.7K | 1.8% |
| Valeo Financial Advisors, LLC | 5,052 | +67 | $1.5M | +$73.3K | 1.3% |
| ALBION FINANCIAL GROUP /UT | 309 | +250 | $89.6K | +$73.2K | 423.7% |
| WEST PACES ADVISORS INC. | 4,202 | +90 | $1.2M | +$70.7K | 2.2% |
| Tradewinds, LLC. | 4,251 | +87 | $1.2M | +$70.2K | 2.1% |
| AdvisorNet Financial, Inc | 1,665 | +182 | $483.0K | +$68.9K | 12.3% |
| Sivia Capital Partners, LLC | 1,921 | +171 | $557.3K | +$68.6K | 9.8% |
| Claro Advisors LLC | 6,027 | +5 | $1.7M | +$66.9K | 0.1% |
| WESTPAC BANKING CORP | 1,319 | +188 | $382.6K | +$66.8K | 16.6% |
| SUMITOMO LIFE INSURANCE CO | 5,236 | +35 | $1.5M | +$66.5K | 0.7% |
| Haverford Trust Co | 5,210 | +35 | $1.5M | +$66.2K | 0.7% |
| Connecticut Wealth Management, LLC | 3,019 | +118 | $875.8K | +$65.9K | 4.1% |
| Legacy Capital Group California, Inc. | 3,655 | +93 | $1.1M | +$65.6K | 2.6% |
| Blue Trust, Inc. | 4,938 | +42 | $1.4M | +$65.2K | 0.8% |
| Financial Engines Advisors L.L.C. | 2,399 | +140 | $695.9K | +$65.1K | 6.2% |
| Glenview Trust co | 5,285 | +27 | $1.5M | +$64.8K | 0.5% |
| North Star Investment Management Corp. | 362 | +217 | $105.0K | +$64.5K | 149.7% |
| HighMark Wealth Management LLC | 5,588 | +12 | $1.6M | +$64.0K | 0.2% |
| HARBOR INVESTMENT ADVISORY, LLC | 730 | +200 | $211.7K | +$63.8K | 37.7% |
| Roundview Capital LLC | 5,283 | +18 | $1.5M | +$62.3K | 0.3% |
| Transamerica Financial Advisors, LLC | 4,627 | +42 | $1.3M | +$62.2K | 0.9% |
| Savvy Advisors, Inc. | 1,811 | +149 | $525.4K | +$61.3K | 9.0% |
| SBI Securities Co., Ltd. | 933 | +182 | $270.6K | +$60.9K | 24.2% |
| WADDELL & ASSOCIATES, LLC | 1,718 | +151 | $498.4K | +$60.8K | 9.6% |
| Wealthcare Advisory Partners LLC | 1,458 | +160 | $422.9K | +$60.4K | 12.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 288 | +204 | $83.5K | +$60.1K | 242.8% |
| MISSION WEALTH MANAGEMENT, LP | 3,865 | +65 | $1.1M | +$60.1K | 1.7% |
| Waterloo Capital, L.P. | 913 | +180 | $264.7K | +$60.0K | 24.6% |
| Gryphon Financial Partners LLC | 2,894 | +102 | $839.4K | +$59.9K | 3.6% |
| RIVERSEDGE ADVISORS, LLC | 1,552 | +151 | $450.1K | +$59.0K | 10.8% |
| Mutual Advisors, LLC | 2,049 | +58 | $594.4K | +$58.7K | 2.9% |
| CBIZ Investment Advisory Services, LLC | 257 | +200 | $74.5K | +$58.6K | 350.9% |
| BAILARD, INC. | 4,547 | +32 | $1.3M | +$58.2K | 0.7% |
| PRINCIPAL SECURITIES, INC. | 3,450 | +73 | $1.0M | +$57.8K | 2.2% |
| Joel Isaacson & Co., LLC | 5,106 | +1 | $1.5M | +$55.6K | 0.0% |
| RFG - Bristol Wealth Advisors, LLC | 4,720 | +14 | $1.4M | +$55.1K | 0.3% |
| JSF Financial, LLC | 3,944 | +40 | $1.1M | +$54.0K | 1.0% |
| Manchester Capital Management LLC | 1,026 | +153 | $297.6K | +$53.8K | 17.5% |
| LYELL WEALTH MANAGEMENT, LP | 1,297 | +142 | $376.2K | +$53.7K | 12.3% |
| Kestra Investment Management, LLC | 2,292 | +99 | $664.8K | +$52.5K | 4.5% |
| NorthCrest Asset Manangement, LLC | 2,559 | +156 | $736.5K | +$51.6K | 6.5% |
| LVW Advisors, LLC | 3,583 | +45 | $1.0M | +$51.4K | 1.3% |
| BLALOCK WILLIAMS, LLC | 902 | +149 | $261.6K | +$51.4K | 19.8% |
| Real Talk Capital, LLC | 2,905 | +70 | $842.7K | +$51.1K | 2.5% |
| Cornerstone Planning Group LLC | 185 | +166 | $52.2K | +$50.7K | 873.7% |
| Root Financial Partners, LLC | 972 | +142 | $281.9K | +$50.2K | 17.1% |
| SG Americas Securities, LLC | 172,191 | +171,755 | $49.9K | +$49.8K | 39393.3% |
| Private Wealth Asset Management, LLC | 4,065 | +20 | $1.2M | +$49.6K | 0.5% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,098 | +54 | $898.6K | +$48.5K | 1.8% |
| FIDUCIARY FINANCIAL GROUP, LLC | 1,394 | +118 | $404.4K | +$48.1K | 9.2% |
| JB Capital LLC | 4,210 | +6 | $1.2M | +$47.3K | 0.1% |
| MWA Asset Management | 4,022 | +10 | $1.2M | +$46.2K | 0.2% |
| Minot DeBlois Advisors LLC | 3,358 | +30 | $974.0K | +$44.8K | 0.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,806 | +50 | $813.5K | +$44.4K | 1.8% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 3,718 | +11 | $1.1M | +$43.4K | 0.3% |
| Mount Lucas Management LP | 3,022 | +36 | $876.6K | +$42.8K | 1.2% |
| Voya Financial Advisors, Inc. | 952 | +100 | $277.9K | +$42.3K | 11.7% |
| Aaron Wealth Advisors LLC | 1,535 | +85 | $445.2K | +$40.4K | 5.9% |
| PFG Investments, LLC | 3,617 | +4 | $1.0M | +$40.3K | 0.1% |
| Clear Harbor Asset Management, LLC | 2,879 | +32 | $835.1K | +$40.1K | 1.1% |
| Aljian Capital Management, LLC | 3,511 | +7 | $1.0M | +$40.0K | 0.2% |
| FourThought Financial Partners, LLC | 936 | +106 | $271.5K | +$39.7K | 12.8% |
| Fisher Asset Management, LLC | 2,266 | +54 | $657.6K | +$39.7K | 2.4% |
| D'Orazio & Associates, Inc. | 1,418 | +80 | $411.3K | +$37.7K | 6.0% |
| Apella Capital, LLC | 882 | +48 | $255.8K | +$37.6K | 5.8% |
| CWA Asset Management Group, LLC | 2,827 | +24 | $820.0K | +$37.3K | 0.8% |
| Barnes Wealth Management Group, Inc | 893 | +94 | $259.0K | +$35.9K | 11.8% |
| Quad-Cities Investment Group, LLC | 3,213 | +4 | $932.0K | +$35.9K | 0.1% |
| MATHER GROUP, LLC. | 2,543 | +30 | $737.5K | +$35.8K | 1.2% |
| Fortis Group Advisors, LLC | 2,094 | +8 | $595.8K | +$35.4K | 0.4% |
| McIlrath & Eck, LLC | 200 | +118 | $58.0K | +$35.1K | 143.9% |
| PERSONAL CFO SOLUTIONS, LLC | 1,790 | +56 | $519.1K | +$34.9K | 3.2% |
| Portside Wealth Group, LLC | 1,051 | +84 | $304.9K | +$34.8K | 8.7% |
| VestGen Advisors, LLC | 1,729 | +58 | $501.4K | +$34.7K | 3.5% |
| Magnus Financial Group LLC | 1,072 | +81 | $311.1K | +$34.4K | 8.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 202 | +115 | $58.6K | +$34.3K | 132.2% |
| Parkside Financial Bank & Trust | 1,994 | +44 | $578.4K | +$33.9K | 2.3% |
| INSIGNEO ADVISORY SERVICES, LLC | 2,445 | +25 | $709.2K | +$33.5K | 1.0% |
| 4WEALTH ADVISORS, INC. | 1,868 | +46 | $541.8K | +$33.1K | 2.5% |
| CATALYST FINANCIAL PARTNERS LLC | 1,297 | +68 | $376.2K | +$33.0K | 5.5% |
| PETTYJOHN, WOOD & WHITE, INC | 842 | +85 | $244.2K | +$32.9K | 11.2% |
| Stegent Equity Advisors, Inc. | 2,267 | +29 | $657.6K | +$32.7K | 1.3% |
| ZACKS INVESTMENT MANAGEMENT | 1,203 | +70 | $348.9K | +$32.6K | 6.2% |
| Parcion Private Wealth LLC | 1,113 | +73 | $322.8K | +$32.4K | 7.0% |
| Williams Jones Wealth Management, LLC. | 2,194 | +31 | $636.4K | +$32.4K | 1.4% |
| American Trust | 878 | +81 | $254.7K | +$32.1K | 10.2% |
| GRIMES & COMPANY, INC. | 2,530 | +16 | $733.9K | +$32.1K | 0.6% |
| EASTERN BANK | 2,852 | +4 | $827.3K | +$32.0K | 0.1% |
| Core Alternative Capital | 1,321 | +63 | $383.2K | +$31.9K | 5.0% |
| Alhambra Investment Management LLC | 2,420 | +20 | $701.9K | +$31.8K | 0.8% |
| Avidian Wealth Enterprises, LLC | 1,056 | +72 | $306.3K | +$31.5K | 7.3% |
| EVOKE WEALTH, LLC | 2,468 | +15 | $715.9K | +$30.9K | 0.6% |
| Busey Bank | 1,706 | +43 | $494.8K | +$30.5K | 2.6% |
| L2 Asset Management, LLC | 1,110 | +66 | $322.0K | +$30.5K | 6.3% |
| Salvus Wealth Management, LLC | 2,341 | +15 | $679.0K | +$29.6K | 0.6% |
| JFS WEALTH ADVISORS, LLC | 1,180 | +59 | $342.3K | +$29.3K | 5.3% |
| Stiles Financial Services Inc | 2,537 | +6 | $735.9K | +$29.2K | 0.2% |
| Monument Capital Management | 1,311 | +53 | $380.2K | +$29.0K | 4.2% |
| Chicago Partners Investment Group LLC | 1,949 | +36 | $541.2K | +$28.3K | 1.9% |
| Lifeworks Advisors, LLC | 2,080 | +20 | $603.3K | +$28.1K | 1.0% |
| Caerus Investment Advisors, LLC | 1,236 | +52 | $358.5K | +$27.9K | 4.4% |
| Advyzon Investment Management, LLC | 820 | +67 | $237.8K | +$27.6K | 8.9% |
| Optas, LLC | 869 | +65 | $252.1K | +$27.6K | 8.1% |
| McAdam, LLC | 881 | +63 | $255.5K | +$27.1K | 7.7% |
| Baron Wealth Management LLC | 2,388 | +4 | $692.6K | +$27.0K | 0.2% |
| Keystone Financial Group | 2,125 | +14 | $616.4K | +$26.9K | 0.7% |
| INTEGRITY ALLIANCE, LLC. | 1,343 | +43 | $389.6K | +$26.6K | 3.3% |
| DRIVE WEALTH MANAGEMENT, LLC | 1,774 | +23 | $514.6K | +$25.7K | 1.3% |
| Confluence Wealth Services, Inc. | 1,087 | +49 | $315.3K | +$25.5K | 4.7% |
| SPIREPOINT PRIVATE CLIENT, LLC | 878 | +55 | $254.7K | +$24.9K | 6.7% |
| PDS Planning, Inc | 1,973 | +11 | $572.3K | +$24.5K | 0.6% |
| SouthState Corp | 2,127 | +4 | $617.0K | +$24.2K | 0.2% |
| Optimize Financial Inc | 1,660 | +20 | $481.5K | +$23.6K | 1.2% |
| WPG Advisers, LLC | 340 | +71 | $98.6K | +$23.5K | 26.4% |
| 111 Capital | 1,223 | +36 | $354.7K | +$23.3K | 3.0% |
| BROWN WEALTH MANAGEMENT, LLC | 1,960 | +7 | $568.5K | +$23.2K | 0.3% |
| DEFINED WEALTH MANAGEMENT, LLC | 2,009 | +5 | $582.7K | +$23.2K | 0.2% |
| Versant Capital Management, Inc | 599 | +59 | $173.7K | +$23.0K | 10.9% |
| NEW WAVE WEALTH ADVISORS LLC | 936 | +45 | $271.5K | +$22.7K | 5.0% |
| MOODY LYNN & LIEBERSON, LLC | 2,062 | +1 | $598.1K | +$22.6K | 0.0% |
| Allegiance Financial Group Advisory Services LLC | 1,130 | +37 | $327.8K | +$22.6K | 3.4% |
| JOURNEY STRATEGIC WEALTH LLC | 1,976 | +4 | $573.2K | +$22.5K | 0.2% |
| SYM FINANCIAL Corp | 1,723 | +12 | $499.8K | +$22.0K | 0.7% |
| Prosperity Consulting Group, LLC | 1,147 | +34 | $332.7K | +$21.9K | 3.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 836 | +46 | $242.5K | +$21.9K | 5.8% |
| Veracity Capital LLC | 1,567 | +18 | $454.5K | +$21.9K | 1.2% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,859 | +5 | $539.3K | +$21.8K | 0.3% |
| Quent Capital, LLC | 1,218 | +29 | $353.4K | +$21.4K | 2.4% |
| Welch Group, LLC | 1,467 | +17 | $425.5K | +$20.6K | 1.2% |
| COMPASS CAPITAL CORP /MA/ /ADV | 1,085 | +15 | $322.6K | +$20.6K | 1.4% |
| TOMPKINS FINANCIAL CORP | 622 | +49 | $180.4K | +$20.4K | 8.6% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,259 | +22 | $365.1K | +$19.7K | 1.8% |
| RENAISSANCE GROUP LLC | 1,327 | +18 | $384.9K | +$19.4K | 1.4% |
| Bangor Savings Bank | 356 | +55 | $103.3K | +$19.3K | 18.3% |
| Avestar Capital, LLC | 1,595 | +7 | $462.6K | +$19.2K | 0.4% |
| Robertson Stephens Wealth Management, LLC | 1,475 | +10 | $427.8K | +$18.8K | 0.7% |
| Focused Wealth Management, Inc | 991 | +29 | $287.4K | +$18.7K | 3.0% |
| Windsor Capital Management, LLC | 1,339 | +15 | $388.5K | +$18.7K | 1.1% |
| AGH Wealth Advisors, LLC | 1,623 | +3 | $470.8K | +$18.4K | 0.2% |
| Plancorp, LLC | 1,380 | +12 | $400.3K | +$18.3K | 0.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 442,973 | +46,216 | $128.5K | +$18.2K | 11.6% |
| Howard Capital Management Inc. | 1,472 | +7 | $427.0K | +$17.9K | 0.5% |
| UNIVEST FINANCIAL Corp | 1,570 | +2 | $455.3K | +$17.6K | 0.1% |
| CYBER HORNET ETFs LLC | 656 | +37 | $190.3K | +$17.4K | 6.0% |
| Sound Income Strategies, LLC | 204 | +67 | $55.1K | +$17.4K | 48.9% |
| United Asset Strategies, Inc. | 954 | +25 | $276.8K | +$17.4K | 2.7% |
| Trueblood Wealth Management, LLC | 1,517 | +3 | $440.0K | +$17.3K | 0.2% |
| Wealth Architects, LLC | 1,266 | +13 | $367.1K | +$17.3K | 1.0% |
| HCR Wealth Advisors | 1,047 | +24 | $303.7K | +$17.2K | 2.3% |
| Accurate Wealth Management, LLC | 1,182 | +35 | $333.4K | +$17.2K | 3.0% |
| FLORIDA FINANCIAL ADVISORS, LLC | 886 | +25 | $257.7K | +$16.6K | 2.9% |
| FLAGSHIP WEALTH ADVISORS, LLC | 1,154 | +14 | $334.7K | +$16.4K | 1.2% |
| Gerber Kawasaki Wealth & Investment Management | 956 | +22 | $277.3K | +$16.4K | 2.4% |
| Great Waters Wealth Management | 1,409 | +3 | $408.7K | +$16.0K | 0.2% |
| Inscription Capital, LLC | 1,444 | +1 | $418.8K | +$15.8K | 0.1% |
| ATTICUS WEALTH MANAGEMENT, LLC | 1,369 | +4 | $397.0K | +$15.7K | 0.3% |
| Sovereign Financial Group, Inc. | 986 | +18 | $286.0K | +$15.7K | 1.9% |
| CALDWELL SUTTER CAPITAL, INC. | 1,262 | +6 | $366.0K | +$15.4K | 0.5% |
| Retirement Planning Group, LLC | 1,371 | +2 | $397.7K | +$15.4K | 0.1% |
| Advisor OS, LLC | 1,410 | +1 | $408.9K | +$15.4K | 0.1% |
| Jackson, Grant Investment Advisers, Inc. | 651 | +29 | $188.9K | +$15.2K | 4.7% |
| OARSMAN CAPITAL, INC. | 800 | +23 | $232.0K | +$15.1K | 3.0% |
| Meridian Wealth Management, LLC | 975 | +16 | $282.8K | +$15.0K | 1.7% |
| Milestone Asset Management Group, LLC | 854 | +20 | $247.6K | +$14.9K | 2.4% |
| Cornerstone Advisory, LLC | 1,082 | +11 | $314.0K | +$14.8K | 1.0% |
| Red Door Wealth Management, LLC | 1,293 | +2 | $375.0K | +$14.5K | 0.1% |
| Bruce G. Allen Investments, LLC | 617 | +28 | $179.0K | +$14.5K | 4.8% |
| Old Port Advisors | 1,200 | +5 | $348.1K | +$14.4K | 0.4% |
| Global Financial Private Client, LLC | 900 | +16 | $261.1K | +$14.2K | 1.8% |
| Obermeyer Wealth Partners | 1,043 | +10 | $302.5K | +$14.1K | 1.0% |
| WILLNER & HELLER, LLC | 1,169 | +4 | $339.1K | +$13.9K | 0.3% |
| Onyx Bridge Wealth Group LLC | 1,164 | +4 | $337.6K | +$13.8K | 0.3% |
| Bridgewealth Advisory Group, LLC | 1,185 | +3 | $343.7K | +$13.7K | 0.3% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 1,207 | +2 | $350.0K | +$13.6K | 0.2% |
| MFA Wealth Services | 1,110 | +4 | $322.0K | +$13.1K | 0.4% |
| Northwest Quadrant Wealth Management, LLC | 1,171 | +2 | $339.5K | +$13.1K | 0.2% |
| Keystone Financial Group, Inc. | 1,133 | +2 | $328.8K | +$13.1K | 0.2% |
| Clayton Financial Group LLC | 141 | +41 | $40.9K | +$13.0K | 41.0% |
| United Advisor Group, LLC | 973 | +8 | $282.2K | +$12.9K | 0.8% |
| Crumly & Associates Inc. | 1,078 | +4 | $312.7K | +$12.8K | 0.4% |
| 3Chopt Investment Partners, LLC | 1,058 | +4 | $306.9K | +$12.6K | 0.4% |
| Annis Gardner Whiting Capital Advisors, LLC | 843 | +12 | $244.5K | +$12.5K | 1.4% |
| ORG Partners LLC | 804 | +13 | $233.2K | +$12.3K | 1.6% |
| Tortoise Investment Management, LLC | 1,055 | +3 | $306.1K | +$12.3K | 0.3% |
| Vermillion Wealth Management, Inc. | 1,023 | +4 | $296.8K | +$12.2K | 0.4% |
| AMERIFLEX GROUP, INC. | 53 | +41 | $15.4K | +$12.1K | 341.7% |
| Spectrum Planning & Advisory Services Inc. | 1,065 | +2 | $309.0K | +$12.0K | 0.2% |
| Dunhill Financial, LLC | 1,032 | +3 | $299.3K | +$12.0K | 0.3% |
| RFG Advisory, LLC | 972 | +4 | $282.1K | +$11.9K | 0.4% |
| Mayflower Financial Advisors, LLC | 796 | +11 | $230.9K | +$11.7K | 1.4% |
| KFA Private Wealth Group, LLC | 1,022 | +2 | $296.6K | +$11.6K | 0.2% |
| SFMG, LLC | 980 | +3 | $284.3K | +$11.4K | 0.3% |
| Quantum Financial Advisors, LLC | 1,003 | +2 | $290.9K | +$11.4K | 0.2% |
| Global Assets Advisory, LLC | 880 | +6 | $255.2K | +$11.2K | 0.7% |
| One Capital Management, LLC | 902 | +5 | $261.7K | +$11.2K | 0.6% |
| MCF Advisors LLC | 237 | +30 | $68.8K | +$11.1K | 14.5% |
| Next Capital Management LLC | 1,005 | +1 | $291.4K | +$11.0K | 0.1% |
| BNC WEALTH MANAGEMENT, LLC | 923 | +1 | $267.8K | +$10.4K | 0.1% |
| Valued Wealth Advisors LLC | 363 | +22 | $105.4K | +$10.2K | 6.5% |
| First Command Advisory Services, Inc. | 213 | +28 | $61.8K | +$10.1K | 15.1% |
| Fiduciary Alliance LLC | 880 | +2 | $255.2K | +$10.1K | 0.2% |
| Carr Financial Group Corp | 833 | +4 | $241.5K | +$10.0K | 0.5% |
| GWN SECURITIES INC. | 1,084 | +29 | $314.6K | +$9.9K | 2.7% |
| Trust Co | 172 | +28 | $49.9K | +$9.7K | 19.4% |
| Westside Investment Management, Inc. | 306 | +24 | $88.1K | +$9.6K | 8.5% |
| ALTFEST L J & CO INC | 878 | +1 | $254.6K | +$9.6K | 0.1% |
| Fiera Capital Corp | 857 | +1 | $248.6K | +$9.6K | 0.1% |
| CENTRAL VALLEY ADVISORS, LLC | 838 | +2 | $242.9K | +$9.5K | 0.2% |
| CAHILL FINANCIAL ADVISORS INC | 816 | +2 | $236.6K | +$9.3K | 0.2% |
| Allegheny Financial Group | 742 | +2 | $215.4K | +$8.7K | 0.3% |
| SJS Investment Consulting Inc. | 175 | +24 | $50.8K | +$8.6K | 15.9% |
| Parisi Gray Wealth Management | 744 | +2 | $215.8K | +$8.6K | 0.3% |
| IMA Advisory Services, Inc. | 327 | +18 | $94.8K | +$8.6K | 5.8% |
| Heritage Wealth Advisors | 219 | +22 | $63.5K | +$8.5K | 11.2% |
| Mayfair Advisory Group, LLC | 1,195 | +2 | $340.8K | +$7.8K | 0.2% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,326 | +15 | $378.2K | +$7.5K | 1.1% |
| Nemes Rush Group LLC | 209 | +18 | $60.6K | +$7.3K | 9.4% |
| IMG Wealth Management, Inc. | 276 | +15 | $80.1K | +$7.2K | 5.7% |
| HIGHLINE WEALTH PARTNERS LLC | 79 | +20 | $22.9K | +$6.4K | 33.9% |
| Quarry LP | 58 | +20 | $16.8K | +$6.2K | 52.6% |
| Salomon & Ludwin, LLC | 244 | +19 | $70.2K | +$6.2K | 8.4% |
| Crewe Advisors LLC | 374 | +7 | $108.5K | +$6.0K | 1.9% |
| Wedmont Private Capital | 3,167 | +41 | $896.7K | +$5.8K | 1.3% |
| Bridgewater Advisors Inc. | 2,253 | +25 | $609.9K | -$5.6K | 1.1% |
| FINANCIAL CONSULATE, INC | 372 | +5 | $107.9K | +$5.4K | 1.4% |
| Rossby Financial, LCC | 30 | +18 | $8.7K | +$5.4K | 150.0% |
| Westfuller Advisors, LLC | 60 | +16 | $17.4K | +$5.2K | 36.4% |
| Independence Bank of Kentucky | 254 | +7 | $73.7K | +$4.7K | 2.8% |
| Bell Investment Advisors, Inc | 236 | +6 | $68.5K | +$4.2K | 2.6% |
| Bay Harbor Wealth Management, LLC | 32 | +13 | $9.3K | +$4.0K | 68.4% |
| TOTH FINANCIAL ADVISORY CORP | 178 | +7 | $51.6K | +$3.9K | 4.1% |
| Battery Global Advisors, LLC | 254 | +4 | $73.7K | +$3.9K | 1.6% |
| Janney Montgomery Scott LLC | 202,452 | +5,592 | $58.7K | +$3.8K | 2.8% |
| Reyes Financial Architecture, Inc. | 205 | +5 | $59.5K | +$3.6K | 2.5% |
| YANKCOM Partnership | 121 | +8 | $35.1K | +$3.5K | 7.1% |
| Triumph Capital Management | 260 | +2 | $75.5K | +$3.4K | 0.8% |
| NATIXIS ADVISORS, LLC | 140,146 | +6,266 | $40.7K | +$3.3K | 4.7% |
| Vestcor Inc | 18,833 | +9,342 | $5.5K | +$2.8K | 98.4% |
| Handelsbanken Fonder AB | 79,642 | +5,975 | $23.1K | +$2.5K | 8.1% |
| Dogwood Wealth Management LLC | 38 | +7 | $11.0K | +$2.4K | 22.6% |
| AMERICAN NATIONAL BANK & TRUST | 141 | +3 | $40.9K | +$2.4K | 2.2% |
| American Capital Advisory, LLC | 150 | +2 | $43.5K | +$2.2K | 1.4% |
| Asset Planning,Inc | 184 | +1 | $53.3K | +$2.2K | 0.5% |
| Mascoma Wealth Management LLC | 90 | +4 | $26.1K | +$2.1K | 4.7% |
| Virtu Financial LLC | 7,887 | +6,745 | $2.3K | +$2.0K | 590.6% |
| Activest Wealth Management | 70 | +4 | $20.3K | +$1.9K | 6.1% |
| Luken Investment Analytics, LLC | 108 | +2 | $31.3K | +$1.7K | 1.9% |
| Daiwa Securities Group Inc. | 123,340 | +1,156 | $35.8K | +$1.7K | 0.9% |
| Mn Services Vermogensbeheer B.V. | 87,884 | +2,137 | $25.5K | +$1.6K | 2.5% |
| Abound Wealth Management | 93 | +2 | $26.9K | +$1.5K | 2.2% |
| Financial Management Professionals, Inc. | 87 | +2 | $25.2K | +$1.5K | 2.4% |
| CX Institutional | 26,668 | +2,590 | $7.7K | +$1.0K | 10.8% |
| PayPay Securities Corp | 11 | +3 | $3.2K | +$954 | 37.5% |
| Aspect Partners, LLC | 9 | +3 | $2.6K | +$935 | 50.0% |
| Signature Resources Capital Management, LLC | 12 | +2 | $3.5K | +$689 | 20.0% |
| Strengthening Families & Communities, LLC | 55 | +1 | $15.9K | +$652 | 1.9% |
| WestEnd Advisors, LLC | 7 | +2 | $2.0K | +$634 | 40.0% |
| Cambridge Investment Research Advisors, Inc. | 26,548 | +770 | $7.7K | +$503 | 3.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 24,487 | +332 | $7.1K | +$358 | 1.4% |
| BESSEMER GROUP INC | 12,078 | +794 | $3.5K | +$351 | 7.0% |
| Covestor Ltd | 1,343 | +595 | $389 | +$180 | 79.5% |
| APPLETON PARTNERS INC/MA | 2,107 | +425 | $611 | +$141 | 25.3% |
| WEDBUSH SECURITIES INC | 2,525 | +368 | $732 | +$130 | 17.1% |
| Smithfield Trust Co | 3,875 | +172 | $1.1K | +$90 | 4.6% |
| Wayfinding Financial, LLC | 795 | +8 | $230 | +$11 | 1.0% |
| Penserra Capital Management LLC | 817 | +5 | $236 | +$10 | 0.6% |
| GW&K Investment Management, LLC | 165 | +18 | $48 | +$7 | 12.2% |
| Capital Advisors, Ltd. LLC | 318 | +10 | $92 | +$6 | 3.2% |
| HAZLETT, BURT & WATSON, INC. | 18 | +9 | $6 | +$3 | 100.0% |
| VESTOR CAPITAL, LLC | 1,312 | +1,112 | $58 | +$2 | 556.0% |