13F QoQ Ownership Changes
VRT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 309 new · 607 added · 678 reduced · 136 exited
New Positions(309)
Added To(607)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 13,214,420 | +4,471,233 | $2.14B | +$821.9M | 51.1% |
| BARCLAYS PLC | 6,710,237 | +3,922,867 | $861.7M | +$441.2M | 140.7% |
| NORGES BANK | 4,991,672 | +440,664 | $808.7M | +$355.9M | 9.7% |
| MARSHALL WACE, LLP | 2,670,007 | +1,939,749 | $432.6M | +$322.4M | 265.6% |
| Hudson Bay Capital Management LP | 1,884,604 | +1,859,604 | $305.3M | +$301.6M | 7438.4% |
| CITADEL ADVISORS LLC | 6,849,762 | +1,484,222 | $1.11B | +$300.3M | 27.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,828,862 | +995,480 | $1.59B | +$259.8M | 11.3% |
| CITIGROUP INC | 2,086,509 | +1,427,536 | $338.0M | +$238.6M | 216.6% |
| ALKEON CAPITAL MANAGEMENT LLC | 2,003,110 | +1,283,110 | $324.5M | +$215.9M | 178.2% |
| MILLENNIUM MANAGEMENT LLC | 1,854,045 | +1,009,634 | $300.4M | +$173.0M | 119.6% |
| GOLDMAN SACHS GROUP INC | 2,407,102 | +839,716 | $390.0M | +$153.5M | 53.6% |
| Value Aligned Research Advisors, LLC | 2,581,391 | +1,172,773 | $418.2M | +$147.5M | 83.3% |
| STATE STREET CORP | 8,694,900 | +235,577 | $1.41B | +$132.5M | 2.8% |
| Parallax Volatility Advisers, L.P. | 938,650 | +801,350 | $152.1M | +$131.4M | 583.6% |
| RENAISSANCE TECHNOLOGIES LLC | 1,144,329 | +786,117 | $185.4M | +$131.4M | 219.4% |
| Qube Research & Technologies Ltd | 1,487,660 | +656,883 | $241.0M | +$115.7M | 79.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,657,948 | +517,980 | $430.6M | +$107.8M | 24.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,065,912 | +143,821 | $1.14B | +$100.4M | 2.1% |
| AMERIPRISE FINANCIAL INC | 2,985,760 | +439,312 | $483.7M | +$99.4M | 17.3% |
| Caption Management, LLC | 872,600 | +593,700 | $141.4M | +$99.3M | 212.9% |
| Allspring Global Investments Holdings, LLC | 854,595 | +480,058 | $150.1M | +$89.6M | 128.2% |
| Invesco Ltd. | 5,974,205 | +121,618 | $967.9M | +$85.0M | 2.1% |
| Robeco Institutional Asset Management B.V. | 1,192,334 | +436,594 | $193.2M | +$79.2M | 57.8% |
| TCW GROUP INC | 675,877 | +396,287 | $109.5M | +$67.3M | 141.7% |
| CANADA PENSION PLAN INVESTMENT BOARD | 870,190 | +343,060 | $141.0M | +$61.5M | 65.1% |
| Amundi | 1,712,438 | +362,783 | $277.4M | +$57.7M | 26.9% |
| Impax Asset Management Group plc | 1,207,028 | +288,828 | $195.6M | +$57.0M | 31.4% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 503,547 | +320,709 | $81.6M | +$54.0M | 175.4% |
| RAYMOND JAMES FINANCIAL INC | 2,159,810 | +134,175 | $352.3M | +$46.8M | 6.6% |
| NORTHERN TRUST CORP | 2,811,745 | +97,141 | $455.5M | +$46.0M | 3.6% |
| FEDERATED HERMES, INC. | 1,296,865 | +198,715 | $210.1M | +$44.4M | 18.1% |
| Blue Whale Capital LLP | 898,851 | +206,832 | $145.6M | +$41.2M | 29.9% |
| Jump Financial, LLC | 240,165 | +238,667 | $38.9M | +$38.7M | 15932.4% |
| D. E. Shaw & Co., Inc. | 1,510,102 | +116,483 | $244.7M | +$34.4M | 8.3% |
| WELLS FARGO & COMPANY/MN | 2,364,831 | +53,078 | $383.1M | +$34.4M | 2.3% |
| Bridgewater Associates, LP | 430,599 | +180,185 | $69.8M | +$32.0M | 72.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,041,985 | +54,989 | $330.8M | +$31.1M | 2.8% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2,277,716 | +30,498 | $369.0M | +$30.0M | 1.4% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,142,340 | +113,246 | $185.1M | +$29.8M | 11.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,155,593 | +35,471 | $349.2M | +$29.4M | 1.7% |
| Schonfeld Strategic Advisors LLC | 369,513 | +156,501 | $59.9M | +$27.7M | 73.5% |
| CAPITAL FUND MANAGEMENT S.A. | 648,300 | +128,230 | $105.0M | +$26.6M | 24.6% |
| SIMPLEX TRADING, LLC | 151,799 | +89,462 | $24.6M | +$24.6M | 143.5% |
| TRUIST FINANCIAL CORP | 207,323 | +142,554 | $33.6M | +$23.8M | 220.1% |
| JANUS HENDERSON GROUP PLC | 1,378,890 | +45,666 | $223.4M | +$22.3M | 3.4% |
| Assenagon Asset Management S.A. | 161,084 | +125,807 | $26.1M | +$20.8M | 356.6% |
| Munro Partners | 135,090 | +94,705 | $21.9M | +$19.9M | 234.5% |
| Marex Group plc | 386,956 | +97,691 | $62.7M | +$19.1M | 33.8% |
| ALLIANCEBERNSTEIN L.P. | 279,379 | +102,304 | $45.3M | +$18.5M | 57.8% |
| Tidal Investments LLC | 153,466 | +99,885 | $24.9M | +$16.8M | 186.4% |
| EVENTIDE ASSET MANAGEMENT, LLC | 105,999 | +102,447 | $17.2M | +$16.6M | 2884.2% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 664,052 | +58,585 | $107.6M | +$16.2M | 9.7% |
| Styrax Capital, LP | 395,347 | +72,187 | $64.1M | +$15.3M | 22.3% |
| BANK OF MONTREAL /CAN/ | 378,036 | +73,071 | $61.2M | +$15.2M | 24.0% |
| Holocene Advisors, LP | 476,458 | +65,782 | $77.2M | +$15.2M | 16.0% |
| Alberta Investment Management Corp | 129,400 | +91,200 | $21.0M | +$15.2M | 238.7% |
| Hardman Johnston Global Advisors LLC | 420,941 | +68,736 | $68.2M | +$15.1M | 19.5% |
| LPL Financial LLC | 737,256 | +45,044 | $119.4M | +$15.0M | 6.5% |
| UniSuper Management Pty Ltd | 98,151 | +92,051 | $15.9M | +$15.0M | 1509.0% |
| ENVESTNET ASSET MANAGEMENT INC | 459,514 | +64,306 | $74.4M | +$14.8M | 16.3% |
| Zimmer Partners, LP | 135,800 | +85,800 | $22.0M | +$14.5M | 171.6% |
| Allianz Asset Management GmbH | 414,384 | +62,678 | $67.1M | +$14.1M | 17.8% |
| BNP PARIBAS FINANCIAL MARKETS | 199,336 | +903 | $60.1M | +$13.5M | 0.5% |
| Vontobel Holding Ltd. | 198,790 | +74,858 | $32.2M | +$13.5M | 60.4% |
| BLAIR WILLIAM & CO/IL | 153,665 | +75,878 | $24.9M | +$13.2M | 97.5% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 911,626 | +19,387 | $147.7M | +$13.1M | 2.2% |
| NWAM LLC | 116,746 | +77,853 | $19.5M | +$12.8M | 200.2% |
| CIBC WORLD MARKET INC. | 187,677 | +69,971 | $30.4M | +$12.6M | 59.4% |
| Lombard Odier Asset Management (Europe) Ltd | 95,550 | +76,404 | $15.5M | +$12.6M | 399.1% |
| DANSKE BANK A/S | 266,355 | +61,930 | $43.2M | +$12.3M | 30.3% |
| Vinva Investment Management Ltd | 151,764 | +60,140 | $25.2M | +$12.0M | 65.6% |
| NewEdge Advisors, LLC | 159,948 | +67,156 | $25.9M | +$11.9M | 72.4% |
| TORONTO DOMINION BANK | 127,038 | +67,942 | $20.6M | +$11.7M | 115.0% |
| Engineers Gate Manager LP | 88,145 | +67,014 | $14.3M | +$11.1M | 317.1% |
| PRUDENTIAL FINANCIAL INC | 166,581 | +60,952 | $27.0M | +$11.1M | 57.7% |
| Atika Capital Management LLC | 636,100 | +23,000 | $103.1M | +$10.6M | 3.8% |
| Royal Fund Management, LLC | 109,543 | +59,159 | $18.5M | +$9.8M | 117.4% |
| OSAIC HOLDINGS, INC. | 214,592 | +30,132 | $34.8M | +$9.8M | 16.3% |
| JAG CAPITAL MANAGEMENT, LLC | 108,794 | +56,182 | $17.6M | +$9.7M | 106.8% |
| Incline Global Management LLC | 95,998 | +55,123 | $15.6M | +$9.4M | 134.8% |
| Steward Partners Investment Advisory, LLC | 116,280 | +52,626 | $18.8M | +$9.2M | 82.7% |
| Liontrust Investment Partners LLP | 86,323 | +50,295 | $14.0M | +$8.9M | 139.6% |
| Lighthouse Investment Partners, LLC | 73,909 | +52,909 | $12.0M | +$8.8M | 251.9% |
| Tredje AP-fonden | 155,584 | +46,742 | $25.2M | +$8.8M | 42.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 712,226 | +3,749 | $115.4M | +$8.5M | 0.5% |
| Gotham Asset Management, LLC | 199,180 | +41,483 | $32.3M | +$8.5M | 26.3% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 411,965 | +25,000 | $66.7M | +$8.4M | 6.5% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 88,617 | +47,662 | $14.4M | +$8.2M | 116.4% |
| BERKSHIRE CAPITAL HOLDINGS INC | 49,840 | +49,830 | $8.1M | +$8.1M | 498300.0% |
| JONES FINANCIAL COMPANIES LLLP | 177,286 | +28,069 | $28.7M | +$8.0M | 18.8% |
| MEITAV INVESTMENT HOUSE LTD | 306,300 | +29,800 | $49.6M | +$8.0M | 10.8% |
| Arosa Capital Management LP | 95,000 | +45,000 | $15.4M | +$7.8M | 90.0% |
| Foundations Investment Advisors, LLC | 250,402 | +30,963 | $40.6M | +$7.5M | 14.1% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 160,005 | +37,550 | $25.9M | +$7.4M | 30.7% |
| BNP PARIBAS | 74,957 | +43,489 | $12.2M | +$7.4M | 138.2% |
| AVIVA PLC | 299,981 | +26,055 | $48.6M | +$7.3M | 9.5% |
| TD Waterhouse Canada Inc. | 44,534 | +43,393 | $7.2M | +$7.0M | 3803.1% |
| SCOPUS ASSET MANAGEMENT, L.P. | 132,188 | +32,188 | $21.4M | +$6.3M | 32.2% |
| NOMURA HOLDINGS INC | 388,550 | +13,212 | $62.9M | +$6.3M | 3.5% |
| PRUDENTIAL PLC | 97,151 | +34,697 | $15.7M | +$6.3M | 55.5% |
| CREDIT AGRICOLE S A | 359,534 | +14,597 | $58.2M | +$6.2M | 4.2% |
| Mirae Asset Global Investments Co., Ltd. | 206,936 | +25,479 | $33.5M | +$6.2M | 14.0% |
| Capula Management Ltd | 62,511 | +36,095 | $10.1M | +$6.1M | 136.6% |
| Waverly Advisors, LLC | 40,604 | +36,739 | $6.6M | +$6.0M | 950.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 387,441 | +10,831 | $62.8M | +$6.0M | 2.9% |
| Talos Eurisko Asset Management LP | 113,100 | +30,900 | $18.3M | +$5.9M | 37.6% |
| Quantbot Technologies LP | 53,408 | +33,664 | $8.7M | +$5.7M | 170.5% |
| WT Asset Management Ltd | 349,173 | +11,473 | $56.6M | +$5.6M | 3.4% |
| Jefferies Financial Group Inc. | 74,482 | +31,454 | $12.1M | +$5.6M | 73.1% |
| Bank Julius Baer & Co. Ltd, Zurich | 57,361 | +31,666 | $9.4M | +$5.5M | 123.2% |
| IEQ CAPITAL, LLC | 153,664 | +22,728 | $24.9M | +$5.1M | 17.4% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 48,148 | +28,393 | $7.8M | +$4.8M | 143.7% |
| Cerity Partners LLC | 130,760 | +21,791 | $21.2M | +$4.7M | 20.0% |
| Quantinno Capital Management LP | 152,501 | +19,644 | $24.7M | +$4.7M | 14.8% |
| Concurrent Investment Advisors, LLC | 35,638 | +27,109 | $5.8M | +$4.5M | 317.8% |
| Creative Planning | 138,275 | +19,211 | $22.4M | +$4.4M | 16.1% |
| Spire Wealth Management | 34,324 | +26,446 | $5.6M | +$4.4M | 335.7% |
| Aragon Global Management, LP | 39,900 | +25,900 | $6.5M | +$4.4M | 185.0% |
| Traynor Capital Management, Inc. | 79,309 | +22,811 | $12.8M | +$4.3M | 40.4% |
| New Age Alpha Advisors, LLC | 30,000 | +25,000 | $4.9M | +$4.1M | 500.0% |
| MML INVESTORS SERVICES, LLC | 88,339 | +20,554 | $14.3M | +$4.1M | 30.3% |
| Mariner, LLC | 149,394 | +15,169 | $24.2M | +$4.0M | 11.3% |
| Skandinaviska Enskilda Banken AB (publ) | 131,589 | +16,176 | $21.3M | +$3.9M | 14.0% |
| NAVELLIER & ASSOCIATES INC | 88,779 | +19,144 | $14.4M | +$3.9M | 27.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 48,338 | +21,974 | $7.8M | +$3.9M | 83.3% |
| F/m Investments LLC | 24,525 | +23,026 | $4.0M | +$3.7M | 1536.1% |
| Polymer Capital Management (US) LLC | 205,979 | +8,751 | $33.4M | +$3.6M | 4.4% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 285,250 | +1,250 | $46.2M | +$3.4M | 0.4% |
| Avanza Fonder AB | 56,785 | +17,903 | $9.2M | +$3.3M | 46.0% |
| Federation des caisses Desjardins du Quebec | 46,378 | +16,991 | $7.5M | +$3.1M | 57.8% |
| COMMERCE BANK | 37,011 | +17,014 | $6.0M | +$3.0M | 85.1% |
| Kera Capital Partners, Inc. | 76,546 | +850 | $14.3M | +$2.8M | 1.1% |
| Richard C. Young & CO., LTD. | 99,250 | +11,350 | $16.1M | +$2.8M | 12.9% |
| Asset Management One Co., Ltd. | 141,771 | +4,390 | $23.5M | +$2.7M | 3.2% |
| Investment Management Corp of Ontario | 32,708 | +15,686 | $5.3M | +$2.7M | 92.2% |
| CenterBook Partners LP | 25,595 | +15,924 | $4.1M | +$2.7M | 164.7% |
| MACKENZIE FINANCIAL CORP | 71,037 | +11,515 | $11.7M | +$2.7M | 19.3% |
| Pacer Advisors, Inc. | 16,566 | +16,395 | $2.7M | +$2.7M | 9587.7% |
| Prestige Wealth Management Group LLC | 33,874 | +26,114 | $3.8M | +$2.6M | 336.5% |
| &PARTNERS | 52,796 | +13,306 | $8.6M | +$2.6M | 33.7% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 64,330 | +12,298 | $10.4M | +$2.6M | 23.6% |
| SIG BROKERAGE, LP | 101,500 | +9,500 | $16.4M | +$2.6M | 10.3% |
| HighTower Advisors, LLC | 114,601 | +8,454 | $18.6M | +$2.6M | 8.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 28,254 | +14,465 | $4.6M | +$2.5M | 104.9% |
| Empowered Funds, LLC | 75,974 | +10,568 | $12.3M | +$2.4M | 16.1% |
| ALLSTATE CORP | 27,153 | +13,945 | $4.4M | +$2.4M | 105.6% |
| DNB Asset Management AS | 121,257 | +6,693 | $19.6M | +$2.4M | 5.8% |
| Carroll Investors, Inc | 33,490 | +12,443 | $5.4M | +$2.3M | 59.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 195,158 | +541 | $31.6M | +$2.3M | 0.3% |
| Alphadyne Asset Management LP | 52,855 | +10,655 | $8.6M | +$2.2M | 25.2% |
| Brevan Howard Capital Management LP | 66,451 | +9,617 | $10.8M | +$2.2M | 16.9% |
| NEOS Investment Management LLC | 43,767 | +10,896 | $7.1M | +$2.1M | 33.1% |
| TEMA ETFS LLC | 43,767 | +10,896 | $7.1M | +$2.1M | 33.1% |
| FISHMAN JAY A LTD/MI | 179,145 | +775 | $29.0M | +$2.1M | 0.4% |
| WHITTIER TRUST CO | 142,030 | +98 | $24.8M | +$2.1M | 0.1% |
| Kestra Advisory Services, LLC | 78,502 | +8,157 | $12.7M | +$2.1M | 11.6% |
| Focus Financial Network, Inc. | 17,513 | +12,166 | $2.8M | +$2.0M | 227.5% |
| Elo Mutual Pension Insurance Co | 21,860 | +11,800 | $3.5M | +$2.0M | 117.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 94,303 | +6,434 | $15.3M | +$2.0M | 7.3% |
| XTX Topco Ltd | 24,295 | +11,524 | $3.9M | +$2.0M | 90.2% |
| Diversify Advisory Services, LLC | 22,307 | +12,181 | $3.9M | +$2.0M | 120.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 26,996 | +10,817 | $4.4M | +$2.0M | 66.8% |
| Venture Visionary Partners LLC | 76,560 | +7,291 | $12.4M | +$2.0M | 10.5% |
| Clark Capital Management Group, Inc. | 59,364 | +7,803 | $9.6M | +$1.8M | 15.1% |
| QRG CAPITAL MANAGEMENT, INC. | 76,327 | +6,484 | $12.4M | +$1.8M | 9.3% |
| OLD NATIONAL BANCORP /IN/ | 48,808 | +8,316 | $7.9M | +$1.8M | 20.5% |
| CASTLEARK MANAGEMENT LLC | 124,737 | +2,536 | $20.2M | +$1.8M | 2.1% |
| OPPENHEIMER & CO INC | 63,336 | +6,833 | $10.3M | +$1.7M | 12.1% |
| KLP KAPITALFORVALTNING AS | 143,800 | +700 | $23.3M | +$1.7M | 0.5% |
| SummitTX Capital, L.P. | 24,067 | +9,467 | $3.9M | +$1.7M | 64.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 134,373 | +1,172 | $21.8M | +$1.7M | 0.9% |
| Kovack Advisors, Inc. | 56,225 | +6,734 | $9.1M | +$1.6M | 13.6% |
| Schear Investment Advisers, LLC | 14,700 | +9,210 | $2.4M | +$1.6M | 167.8% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17,111 | +6,769 | $2.8M | +$1.5M | 65.5% |
| NISA INVESTMENT ADVISORS, LLC | 34,195 | +7,235 | $5.5M | +$1.5M | 26.8% |
| AXXCESS WEALTH MANAGEMENT, LLC | 25,153 | +7,706 | $4.1M | +$1.4M | 44.2% |
| Private Advisor Group, LLC | 100,034 | +1,953 | $16.2M | +$1.4M | 2.0% |
| Private Advisory Group LLC | 77,475 | +3,609 | $12.6M | +$1.4M | 4.9% |
| Lansforsakringar Fondforvaltning AB (publ) | 117,172 | +611 | $19.0M | +$1.4M | 0.5% |
| BOOTHBAY FUND MANAGEMENT, LLC | 110,799 | +847 | $18.0M | +$1.4M | 0.8% |
| IBEX WEALTH ADVISORS | 97,619 | +1,761 | $15.8M | +$1.4M | 1.8% |
| OVERSEA-CHINESE BANKING Corp Ltd | 24,873 | +7,022 | $4.0M | +$1.3M | 39.3% |
| Global Retirement Partners, LLC | 24,629 | +6,998 | $4.0M | +$1.3M | 39.7% |
| Chokshi & Queen Wealth Advisors, Inc | 13,300 | +7,800 | $2.2M | +$1.3M | 141.8% |
| Hodges Capital Management Inc. | 19,361 | +7,169 | $3.1M | +$1.3M | 58.8% |
| MASTERINVEST Kapitalanlage GmbH | 9,085 | +7,616 | $1.5M | +$1.3M | 518.4% |
| AlphaQuest LLC | 11,236 | +7,453 | $1.8M | +$1.2M | 197.0% |
| Badgley Phelps Wealth Managers, LLC | 77,150 | +2,394 | $12.5M | +$1.2M | 3.2% |
| XPONANCE, INC. | 81,825 | +1,996 | $13.3M | +$1.2M | 2.5% |
| WHITTIER TRUST CO OF NEVADA INC | 75,433 | +624 | $13.2M | +$1.2M | 0.8% |
| Waterloo Capital, L.P. | 8,694 | +7,293 | $1.4M | +$1.2M | 520.5% |
| ABN AMRO INVESTMENT SOLUTIONS | 45,464 | +4,536 | $7.4M | +$1.2M | 11.1% |
| WD RUTHERFORD LLC | 15,081 | +6,734 | $2.4M | +$1.2M | 80.7% |
| OAK RIDGE INVESTMENTS LLC | 46,562 | +4,272 | $7.5M | +$1.2M | 10.1% |
| Equitable Holdings, Inc. | 12,937 | +6,731 | $2.1M | +$1.2M | 108.5% |
| SBI Securities Co., Ltd. | 20,600 | +6,154 | $3.3M | +$1.2M | 42.6% |
| PINNACLE ASSOCIATES LTD | 49,274 | +3,984 | $8.0M | +$1.2M | 8.8% |
| Silvant Capital Management LLC | 83,930 | +1,347 | $13.6M | +$1.1M | 1.6% |
| Wealthfront Advisers LLC | 57,358 | +3,099 | $9.3M | +$1.1M | 5.7% |
| Global Trust Asset Management, LLC | 12,658 | +6,232 | $2.1M | +$1.1M | 97.0% |
| OMERS ADMINISTRATION Corp | 48,903 | +3,544 | $7.9M | +$1.1M | 7.8% |
| SIERRA SUMMIT ADVISORS LLC | 91,932 | +344 | $14.9M | +$1.1M | 0.4% |
| BECK CAPITAL MANAGEMENT, LLC | 78,397 | +1,339 | $12.7M | +$1.1M | 1.7% |
| Old West Investment Management, LLC | 42,393 | +3,949 | $6.9M | +$1.1M | 10.3% |
| Vident Advisory, LLC | 17,617 | +5,711 | $2.9M | +$1.1M | 48.0% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 29,008 | +4,808 | $4.7M | +$1.0M | 19.9% |
| Focus Partners Wealth | 49,575 | +3,456 | $8.0M | +$1.0M | 7.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 31,316 | +4,426 | $5.1M | +$1.0M | 16.4% |
| Meridian Wealth Management, LLC | 8,880 | +6,038 | $1.4M | +$1.0M | 212.4% |
| Edgemoor Investment Advisors, Inc. | 44,747 | +3,196 | $7.2M | +$981.1K | 7.7% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 20,000 | +5,000 | $3.2M | +$977.3K | 33.3% |
| TD Asset Management Inc | 70,779 | +1,227 | $11.5M | +$974.3K | 1.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,938 | +5,596 | $1.8M | +$966.2K | 104.8% |
| Sterling Capital Management LLC | 47,574 | +2,815 | $7.7M | +$955.1K | 6.3% |
| Sterling Investment Advisors, Ltd. | 22,476 | +4,645 | $3.6M | +$951.4K | 26.1% |
| Total Clarity Wealth Management, Inc. | 12,027 | +5,398 | $1.9M | +$948.4K | 81.4% |
| FIFTH THIRD BANCORP | 6,716 | +5,648 | $1.1M | +$926.9K | 528.8% |
| BANK OF NOVA SCOTIA | 31,146 | +3,833 | $5.0M | +$924.8K | 14.0% |
| Trifecta Capital Advisors, LLC | 26,435 | +4,145 | $4.3M | +$920.1K | 18.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 26,619 | +4,003 | $4.3M | +$900.7K | 17.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 38,119 | +2,829 | $6.2M | +$851.8K | 8.0% |
| M&T Bank Corp | 37,960 | +2,705 | $6.2M | +$831.9K | 7.7% |
| SUMITOMO LIFE INSURANCE CO | 66,132 | +596 | $10.7M | +$827.3K | 0.9% |
| HUB Investment Partners, LLC | 36,581 | +2,760 | $5.9M | +$824.2K | 8.2% |
| Advisors Asset Management, Inc. | 22,497 | +3,724 | $3.6M | +$812.6K | 19.8% |
| Mezzasalma Advisors, LLC | 25,938 | +1,113 | $4.6M | +$809.9K | 4.5% |
| Central Pacific Bank - Trust Division | 5,989 | +4,889 | $970.3K | +$804.3K | 444.4% |
| FIRST AMERICAN BANK | 66,525 | +315 | $10.8M | +$789.3K | 0.5% |
| Kingsman Wealth Management, Inc. | 11,323 | +4,376 | $1.8M | +$786.3K | 63.0% |
| Stratos Wealth Partners, LTD. | 10,842 | +4,365 | $1.8M | +$779.4K | 67.4% |
| Sequoia Financial Advisors, LLC | 17,355 | +3,708 | $2.8M | +$752.9K | 27.2% |
| Vanguard Personalized Indexing Management, LLC | 41,455 | +1,664 | $6.7M | +$712.5K | 4.2% |
| HARMONY ASSET MANAGEMENT LLC | 9,705 | +3,995 | $1.6M | +$710.9K | 70.0% |
| GUARDIAN CAPITAL LP | 12,301 | +3,796 | $2.0M | +$709.8K | 44.6% |
| AZZAD ASSET MANAGEMENT INC /ADV | 32,489 | +2,288 | $5.3M | +$707.5K | 7.6% |
| FIDELIS CAPITAL PARTNERS, LLC | 11,189 | +3,777 | $1.8M | +$694.6K | 51.0% |
| Vestmark Advisory Solutions, Inc. | 5,891 | +4,050 | $954.3K | +$676.6K | 220.0% |
| J.W. COLE ADVISORS, INC. | 16,685 | +341 | $1.8M | -$674.9K | 2.1% |
| NATIONAL BANK OF CANADA /FI/ | 31,514 | +2,184 | $5.1M | +$672.0K | 7.4% |
| Strategic Blueprint, LLC | 54,017 | +458 | $8.8M | +$671.4K | 0.8% |
| Morse Asset Management, Inc | 30,194 | +2,204 | $4.9M | +$669.2K | 7.9% |
| Corient Private Wealth LLC | 783,958 | +751,553 | $5.6M | +$666.5K | 2319.3% |
| LECAP ASSET MANAGEMENT LTD | 9,051 | +3,737 | $1.5M | +$664.7K | 70.3% |
| Summit Financial, LLC | 34,437 | +1,593 | $5.6M | +$624.2K | 4.8% |
| MAI Capital Management | 42,723 | +964 | $6.9M | +$621.8K | 2.3% |
| Ashton Thomas Private Wealth, LLC | 25,098 | +2,204 | $4.1M | +$612.3K | 9.6% |
| Valeo Financial Advisors, LLC | 8,935 | +3,390 | $1.4M | +$611.0K | 61.1% |
| Knollwood Investment Advisory, LLC | 49,155 | +362 | $8.0M | +$602.7K | 0.7% |
| Parallel Advisors, LLC | 8,101 | +3,359 | $1.3M | +$597.1K | 70.8% |
| Ethic Inc. | 51,777 | +100 | $8.4M | +$592.4K | 0.2% |
| Everhart Financial Group, Inc. | 8,264 | +3,310 | $1.3M | +$591.5K | 66.8% |
| Kessler Investment Group, LLC | 43,921 | +626 | $7.1M | +$584.2K | 1.4% |
| Hennion & Walsh Asset Management, Inc. | 27,034 | +1,874 | $4.4M | +$584.1K | 7.4% |
| Astoria Portfolio Advisors LLC. | 4,139 | +1,553 | $1.0M | +$582.8K | 60.0% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 14,987 | +562 | $2.4M | +$575.7K | 3.9% |
| Sigma Planning Corp | 27,583 | +1,754 | $4.5M | +$572.2K | 6.8% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 8,317 | +3,162 | $1.3M | +$569.8K | 61.3% |
| Sovran Advisors, LLC | 29,071 | +483 | $5.0M | -$523.2K | 1.7% |
| Trilogy Capital Inc. | 27,746 | +1,373 | $4.5M | +$516.4K | 5.2% |
| Eagle Bluffs Wealth Management LLC | 43,963 | +58 | $7.1M | +$498.9K | 0.1% |
| U.S. Capital Wealth Advisors, LLC | 20,924 | +1,677 | $3.4M | +$486.3K | 8.7% |
| Atlantic Union Bankshares Corp | 29,120 | +1,026 | $4.7M | +$479.5K | 3.6% |
| DSG Capital Advisors, LLC | 6,594 | +2,230 | $1.1M | +$479.4K | 51.1% |
| Faithward Advisors, LLC | 30,976 | +807 | $5.0M | +$467.1K | 2.7% |
| Snowden Capital Advisors LLC | 22,099 | +1,312 | $3.6M | +$444.4K | 6.3% |
| SAX WEALTH ADVISORS, LLC | 6,666 | +2,437 | $1.1M | +$442.0K | 57.6% |
| San Luis Wealth Advisors LLC | 5,445 | +2,483 | $882.1K | +$435.3K | 83.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 8,827 | +2,227 | $1.4M | +$434.4K | 33.7% |
| VIRTUS ADVISERS, LLC | 2,940 | +2,869 | $440.0K | +$429.3K | 4040.8% |
| Prime Capital Investment Advisors, LLC | 17,248 | +1,534 | $2.8M | +$423.7K | 9.8% |
| Apollon Wealth Management, LLC | 23,380 | +1,080 | $3.8M | +$423.6K | 4.8% |
| Boothe Investment Group, Inc. | 28,544 | +658 | $4.6M | +$417.5K | 2.4% |
| Callan Family Office, LLC | 13,974 | +1,730 | $2.3M | +$416.8K | 14.1% |
| NewEdge Wealth, LLC | 11,227 | +3,865 | $1.8M | +$414.9K | 52.5% |
| ROWLANDMILLER & PARTNERS.ADV | 35,332 | +66 | $5.7M | +$404.0K | 0.2% |
| Rockline Wealth Management, LLC | 17,853 | +1,265 | $2.9M | +$389.8K | 7.6% |
| Haven Capital Group, Inc. | 17,365 | +1,282 | $2.8M | +$387.0K | 8.0% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11,205 | +1,730 | $1.8M | +$385.9K | 18.3% |
| Ancora Advisors LLC | 17,147 | +1,224 | $2.8M | +$375.9K | 7.7% |
| NBC SECURITIES, INC. | 20,902 | +932 | $3.4M | +$373.7K | 4.7% |
| BROWN, LISLE/CUMMINGS, INC. | 24,187 | +675 | $3.9M | +$371.5K | 2.9% |
| NEXT CENTURY GROWTH INVESTORS LLC | 33,111 | +13 | $5.4M | +$371.1K | 0.0% |
| OSSIAM | 2,827 | +2,211 | $458.0K | +$365.1K | 358.9% |
| Siemens Fonds Invest GmbH | 6,844 | +1,798 | $1.1M | +$363.5K | 35.6% |
| Prosperitas Financial LLC | 26,426 | +453 | $4.3M | +$363.0K | 1.7% |
| Wealthcare Advisory Partners LLC | 20,335 | +887 | $3.3M | +$360.6K | 4.6% |
| Left Brain Wealth Management, LLC | 19,158 | +942 | $3.1M | +$355.7K | 5.2% |
| NIA IMPACT ADVISORS, LLC | 29,273 | +180 | $4.7M | +$353.6K | 0.6% |
| LEVIN CAPITAL STRATEGIES, L.P. | 4,368 | +2,000 | $707.7K | +$350.4K | 84.5% |
| REGIONS FINANCIAL CORP | 11,644 | +1,434 | $1.9M | +$346.2K | 14.0% |
| HARBOUR INVESTMENTS, INC. | 6,311 | +1,757 | $1.0M | +$335.3K | 38.6% |
| Lombard Odier Asset Management (Switzerland) SA | 13,475 | +1,187 | $2.2M | +$329.3K | 9.7% |
| Itau Unibanco Holding S.A. | 2,302 | +1,988 | $372.9K | +$325.6K | 633.1% |
| DAYMARK WEALTH PARTNERS, LLC | 6,765 | +1,642 | $1.1M | +$323.2K | 32.0% |
| TITLEIST ASSET MANAGEMENT, LLC | 3,899 | +1,853 | $631.7K | +$323.0K | 90.6% |
| Vise Technologies, Inc. | 9,414 | +1,432 | $1.5M | +$320.9K | 17.9% |
| Rakuten Securities, Inc. | 7,150 | +1,554 | $1.2M | +$314.2K | 27.8% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13,900 | +1,050 | $2.3M | +$313.4K | 8.2% |
| Measured Wealth Private Client Group, LLC | 2,105 | +1,905 | $341.0K | +$310.9K | 952.5% |
| Lighthouse Financial LLC | 16,899 | +808 | $2.7M | +$310.3K | 5.0% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3,902 | +1,764 | $632.2K | +$309.6K | 82.5% |
| MetLife Investment Management, LLC | 24,572 | +213 | $4.0M | +$306.1K | 0.9% |
| PFG Investments, LLC | 16,697 | +793 | $2.7M | +$305.8K | 5.0% |
| HB Wealth Management, LLC | 7,778 | +1,452 | $1.3M | +$305.8K | 22.9% |
| VERUS CAPITAL PARTNERS, LLC | 7,127 | +1,481 | $1.2M | +$302.9K | 26.2% |
| SMART Wealth LLC | 3,804 | +1,707 | $616.2K | +$299.8K | 81.4% |
| Sargent Investment Group, LLC | 25,205 | +82 | $4.1M | +$293.4K | 0.3% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 17,583 | +625 | $2.8M | +$290.3K | 3.7% |
| Carnegie Investment Counsel | 19,307 | +486 | $3.1M | +$288.6K | 2.6% |
| CIBC Asset Management Inc | 16,963 | +650 | $2.7M | +$287.2K | 4.0% |
| Bensler, LLC | 19,919 | +431 | $3.2M | +$287.1K | 2.2% |
| Diversified Trust Co | 11,366 | +1,048 | $1.8M | +$284.8K | 10.2% |
| Smith Salley Wealth Management | 22,721 | +166 | $3.7M | +$278.4K | 0.7% |
| Westover Capital Advisors, LLC | 8,791 | +1,187 | $1.4M | +$277.1K | 15.6% |
| MBL Wealth, LLC | 3,334 | +1,567 | $540.1K | +$273.6K | 88.7% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 5,995 | +495 | $971.3K | +$265.0K | 9.0% |
| AXQ CAPITAL, LP | 6,819 | +1,229 | $1.1M | +$261.4K | 22.0% |
| Hartford Funds Management Co LLC | 7,001 | +1,210 | $1.1M | +$260.6K | 20.9% |
| Frank, Rimerman Advisors LLC | 3,681 | +1,455 | $596.4K | +$260.5K | 65.4% |
| Cornerstone Wealth Management, LLC | 5,353 | +1,321 | $867.2K | +$259.0K | 32.8% |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,493 | +1,293 | $889.9K | +$256.3K | 30.8% |
| Wealthspire Advisors, LLC | 2,074 | +1,518 | $336.1K | +$252.2K | 273.0% |
| Cornerstone Select Advisors, LLC | 12,658 | +725 | $2.1M | +$250.5K | 6.1% |
| Prospera Financial Services Inc | 19,259 | +231 | $3.1M | +$249.7K | 1.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 3,943 | +1,363 | $638.8K | +$249.6K | 52.8% |
| StoneCrest Wealth Management, Inc. | 9,888 | +921 | $1.6M | +$249.2K | 10.3% |
| Pallas Capital Advisors LLC | 17,636 | +334 | $2.9M | +$247.0K | 1.9% |
| PRINCIPAL SECURITIES, INC. | 6,929 | +1,101 | $1.1M | +$243.4K | 18.9% |
| Terra Nova Asset Management LLC | 12,838 | +664 | $2.1M | +$243.3K | 5.5% |
| American Trust | 3,886 | +1,306 | $629.6K | +$240.4K | 50.6% |
| BRIDGES INVESTMENT MANAGEMENT INC | 4,105 | +1,263 | $665.1K | +$236.3K | 44.4% |
| WILLNER & HELLER, LLC | 3,389 | +1,311 | $549.1K | +$235.6K | 63.1% |
| Newbridge Financial Services Group, Inc. | 2,687 | +1,362 | $435.3K | +$235.4K | 102.8% |
| N.E.W. Advisory Services LLC | 2,774 | +1,351 | $449.4K | +$234.6K | 94.9% |
| Tower Research Capital LLC (TRC) | 2,394 | +1,350 | $387.9K | +$230.4K | 129.3% |
| Rithm Capital Corp. | 7,000 | +1,000 | $1.1M | +$228.9K | 16.7% |
| NEW WAVE WEALTH ADVISORS LLC | 6,938 | +977 | $1.1M | +$224.7K | 16.4% |
| KELLEHER FINANCIAL ADVISORS | 1,421 | +1,371 | $230.3K | +$222.7K | 2742.0% |
| Worth Financial Advisory Group, LLC | 4,147 | +1,152 | $671.9K | +$220.0K | 38.5% |
| Jackson Hole Capital Partners, LLC | 18,720 | +45 | $3.0M | +$215.6K | 0.2% |
| Narwhal Capital Management | 2,695 | +1,209 | $436.6K | +$212.4K | 81.3% |
| Bogart Wealth, LLC | 1,750 | +1,275 | $283.5K | +$211.9K | 268.4% |
| SHELTON WEALTH MANAGEMENT, LLC | 13,832 | +370 | $2.2M | +$210.0K | 2.7% |
| Quartz Partners, LLC | 12,061 | +497 | $2.0M | +$209.4K | 4.3% |
| Golden State Equity Partners | 2,966 | +1,148 | $480.6K | +$206.3K | 63.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 9,430 | +670 | $1.5M | +$206.2K | 7.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,987 | +697 | $1.5M | +$205.4K | 8.4% |
| FIRST CITIZENS BANK & TRUST CO | 2,505 | +1,175 | $405.8K | +$205.2K | 88.3% |
| RITHOLTZ WEALTH MANAGEMENT | 3,048 | +1,126 | $493.9K | +$203.9K | 58.6% |
| Clear Creek Financial Management, LLC | 3,705 | +1,068 | $600.3K | +$202.5K | 40.5% |
| State of Wyoming | 3,432 | +1,078 | $556.0K | +$200.9K | 45.8% |
| CoreCap Advisors, LLC | 6,417 | +841 | $1.0M | +$198.5K | 15.1% |
| Sivia Capital Partners, LLC | 5,491 | +906 | $889.6K | +$197.9K | 19.8% |
| FORTRESS PRIVATE LEDGER, LLC | 4,723 | +954 | $765.2K | +$196.6K | 25.3% |
| Wealth Management Partners, LLC | 16,974 | +41 | $2.7M | +$195.5K | 0.2% |
| Insight Wealth Partners, LLC | 5,254 | +907 | $851.2K | +$195.4K | 20.9% |
| Richmond Investment Services, LLC | 8,014 | +684 | $1.3M | +$192.5K | 9.3% |
| Aureus Asset Management, LLC | 3,673 | +1,000 | $595.1K | +$191.8K | 37.4% |
| WASHINGTON CAPITAL MANAGEMENT, INC | 4,700 | +905 | $761.4K | +$188.9K | 23.8% |
| Arkadios Wealth Advisors | 15,687 | +85 | $2.5M | +$187.7K | 0.5% |
| BARRETT & COMPANY, INC. | 1,450 | +1,125 | $234.9K | +$185.9K | 346.1% |
| CENTRAL TRUST Co | 2,263 | +1,063 | $366.6K | +$185.6K | 88.6% |
| SMITH, MOORE & CO. | 3,856 | +945 | $624.6K | +$185.4K | 32.5% |
| Trivium Point Advisory, LLC | 9,412 | +502 | $1.5M | +$180.7K | 5.6% |
| NorthCrest Asset Manangement, LLC | 7,922 | +373 | $1.4M | +$178.7K | 4.9% |
| SIGNATUREFD, LLC | 7,220 | +642 | $1.2M | +$177.4K | 9.8% |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 6,655 | +680 | $1.1M | +$176.8K | 11.4% |
| Fifth Third Wealth Advisors LLC | 2,375 | +996 | $384.8K | +$176.7K | 72.2% |
| Compound Planning, Inc. | 4,983 | +796 | $807.3K | +$175.6K | 19.0% |
| CHOREO, LLC | 10,085 | +243 | $1.7M | +$172.6K | 2.5% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 13,744 | +114 | $2.2M | +$170.4K | 0.8% |
| SHAKER INVESTMENTS LLC/OH | 14,759 | +35 | $2.4M | +$169.8K | 0.2% |
| Delta Investment Management, LLC | 7,307 | +583 | $1.2M | +$169.3K | 8.7% |
| Magnus Financial Group LLC | 2,481 | +908 | $402.0K | +$164.7K | 57.7% |
| HUNTINGTON NATIONAL BANK | 10,588 | +307 | $1.7M | +$164.4K | 3.0% |
| Meeder Advisory Services, Inc. | 10,285 | +319 | $1.7M | +$162.8K | 3.2% |
| Mason & Associates Inc | 4,121 | +754 | $667.6K | +$159.7K | 22.4% |
| BostonPremier Wealth LLC | 3,828 | +766 | $620.1K | +$158.2K | 25.0% |
| Crescent Grove Advisors, LLC | 2,826 | +820 | $457.8K | +$155.2K | 40.9% |
| Alta Wealth Advisors LLC | 3,739 | +741 | $605.8K | +$153.5K | 24.7% |
| NovaPoint Capital, LLC | 10,836 | +205 | $1.8M | +$151.7K | 1.9% |
| HOLLENCREST CAPITAL MANAGEMENT | 2,362 | +831 | $382.7K | +$151.7K | 54.3% |
| GWN SECURITIES INC. | 2,344 | +879 | $379.8K | +$150.8K | 60.0% |
| Brookwood Investment Group LLC | 3,906 | +709 | $632.8K | +$150.5K | 22.2% |
| Chesley Taft & Associates LLC | 9,424 | +255 | $1.5M | +$143.5K | 2.8% |
| Guardian Asset Advisors, LLC | 11,850 | +68 | $1.9M | +$143.0K | 0.6% |
| EverSource Wealth Advisors, LLC | 4,981 | +568 | $806.9K | +$141.2K | 12.9% |
| Concentrum Wealth Management | 3,303 | +691 | $535.1K | +$141.0K | 26.4% |
| Advyzon Investment Management, LLC | 3,201 | +671 | $518.6K | +$136.9K | 26.5% |
| Moors & Cabot, Inc. | 11,814 | +26 | $1.9M | +$135.7K | 0.2% |
| Redhawk Wealth Advisors, Inc. | 5,386 | +497 | $872.6K | +$135.0K | 10.2% |
| THOMPSON DAVIS & CO., INC. | 3,140 | +640 | $508.7K | +$131.6K | 25.6% |
| Parisi Gray Wealth Management | 3,907 | +564 | $632.9K | +$128.6K | 16.9% |
| Forum Financial Management, LP | 3,141 | +604 | $508.9K | +$126.1K | 23.8% |
| FIRST COMMUNITY TRUST NA | 2,116 | +670 | $342.8K | +$124.7K | 46.3% |
| Precision Wealth Strategies, LLC | 5,602 | +402 | $907.6K | +$123.2K | 7.7% |
| BTG Pactual Asset Management US LLC | 3,413 | +558 | $552.9K | +$122.2K | 19.5% |
| World Investment Advisors | 6,457 | +1,656 | $846.4K | +$122.1K | 34.5% |
| DAVENPORT & Co LLC | 2,814 | +600 | $455.8K | +$121.8K | 27.1% |
| WADDELL & ASSOCIATES, LLC | 5,776 | +378 | $935.8K | +$121.4K | 7.0% |
| IAM Advisory, LLC | 6,222 | +333 | $1.0M | +$119.6K | 5.7% |
| Crossmark Global Holdings, Inc. | 4,054 | +492 | $656.8K | +$119.4K | 13.8% |
| Ellevest, Inc. | 6,268 | +327 | $1.0M | +$119.2K | 5.5% |
| Key Client Fiduciary Advisors, LLC | 7,820 | +199 | $1.3M | +$117.3K | 2.6% |
| SJS Investment Consulting Inc. | 822 | +702 | $133.2K | +$115.1K | 585.0% |
| Requisite Capital Management, LLC | 2,403 | +584 | $389.3K | +$114.9K | 32.1% |
| McIlrath & Eck, LLC | 750 | +696 | $121.5K | +$113.4K | 1288.9% |
| WealthPlan Investment Management, LLC | 8,374 | +120 | $1.4M | +$111.5K | 1.4% |
| EXENCIAL WEALTH ADVISORS, LLC | 3,617 | +458 | $586.0K | +$109.4K | 14.5% |
| Parcion Private Wealth LLC | 6,541 | +234 | $1.1M | +$108.2K | 3.7% |
| ORG Partners LLC | 2,212 | +539 | $358.4K | +$106.0K | 32.2% |
| RFG - Bristol Wealth Advisors, LLC | 4,668 | +352 | $756.2K | +$105.1K | 8.2% |
| OneAscent Financial Services LLC | 7,081 | +162 | $1.1M | +$103.3K | 2.3% |
| Global Assets Advisory, LLC | 4,679 | +324 | $758.0K | +$101.0K | 7.4% |
| AIRE ADVISORS, LLC | 2,020 | +510 | $327.3K | +$99.5K | 33.8% |
| Brookstone Capital Management | 2,373 | +483 | $384.5K | +$99.4K | 25.6% |
| Dynasty Wealth Management, LLC | 5,024 | +280 | $814.0K | +$98.4K | 5.9% |
| Smartleaf Asset Management LLC | 2,630 | +293 | $432.2K | +$97.3K | 12.5% |
| INTEGRITY ALLIANCE, LLC. | 5,284 | +250 | $856.1K | +$96.6K | 5.0% |
| Clay Northam Wealth Management, LLC | 2,250 | +455 | $364.5K | +$93.7K | 25.3% |
| Trinity Financial Advisors LLC | 4,426 | +290 | $717.1K | +$93.2K | 7.0% |
| Gemmer Asset Management LLC | 8,206 | +8 | $1.3M | +$92.7K | 0.1% |
| HANCOCK WHITNEY CORP | 2,167 | +452 | $351.1K | +$92.3K | 26.4% |
| AdvisorShares Investments LLC | 1,677 | +480 | $271.7K | +$91.1K | 40.1% |
| Hobbs Group Advisors, LLC | 5,696 | +156 | $922.8K | +$87.0K | 2.8% |
| MRA Advisory Group | 6,998 | +46 | $1.1M | +$84.9K | 0.7% |
| PDS Planning, Inc | 3,617 | +294 | $586.0K | +$84.7K | 8.8% |
| SOA Wealth Advisors, LLC. | 983 | +483 | $159.3K | +$83.8K | 96.6% |
| First Dallas Securities Inc. | 5,115 | +172 | $828.7K | +$83.0K | 3.5% |
| Forefront Wealth Partners, LLC | 4,948 | +162 | $801.6K | +$79.6K | 3.4% |
| Fortitude Advisory Group L.L.C. | 3,697 | +246 | $599.0K | +$78.3K | 7.1% |
| New Millennium Group LLC | 3,732 | +240 | $604.7K | +$77.8K | 6.9% |
| Visionary Wealth Advisors | 2,094 | +361 | $339.3K | +$77.8K | 20.8% |
| Claro Advisors LLC | 4,295 | +195 | $695.8K | +$77.2K | 4.8% |
| HOHIMER WEALTH MANAGEMENT, LLC | 6,264 | +48 | $1.0M | +$77.2K | 0.8% |
| MINDSET WEALTH MANAGEMENT, LLC | 3,925 | +220 | $636.0K | +$77.0K | 5.9% |
| Veracity Capital LLC | 5,621 | +94 | $910.7K | +$76.9K | 1.7% |
| MISSION WEALTH MANAGEMENT, LP | 5,065 | +124 | $820.6K | +$75.3K | 2.5% |
| Hudock, Inc. | 5,605 | +82 | $908.1K | +$74.8K | 1.5% |
| Ameritas Advisory Services, LLC | 2,282 | +307 | $369.7K | +$71.8K | 15.5% |
| GAMMA Investing LLC | 3,680 | +196 | $596.2K | +$70.6K | 5.6% |
| Bluesphere Advisors, LLC | 3,049 | +240 | $494.0K | +$70.2K | 8.5% |
| Interchange Capital Partners, LLC | 4,758 | +107 | $771.0K | +$69.3K | 2.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,127 | +300 | $344.5K | +$68.8K | 16.4% |
| HRT FINANCIAL LP | 442,550 | +423,418 | $71.7K | +$68.8K | 2213.1% |
| GREAT LAKES ADVISORS, LLC | 2,785 | +235 | $451.2K | +$66.5K | 9.2% |
| LORD, ABBETT & CO. LLC | 535,845 | +398,313 | $86.8K | +$66.1K | 289.6% |
| Sowell Financial Services LLC | 3,032 | +212 | $491.3K | +$65.8K | 7.5% |
| Advisors Capital Management, LLC | 3,315 | +188 | $537.2K | +$65.4K | 6.0% |
| HBK Sorce Advisory LLC | 2,299 | +163 | $449.7K | +$64.1K | 7.6% |
| CAHILL FINANCIAL ADVISORS INC | 1,973 | +275 | $319.6K | +$63.5K | 16.2% |
| Larson Financial Group LLC | 2,960 | +199 | $479.6K | +$63.1K | 7.2% |
| Beacon Financial Advisory LLC | 2,396 | +226 | $388.2K | +$60.8K | 10.4% |
| Plancorp, LLC | 5,325 | +8 | $862.7K | +$60.5K | 0.1% |
| Galvin, Gaustad & Stein, LLC | 2,103 | +245 | $340.7K | +$60.3K | 13.2% |
| Focus Partners Advisor Solutions, LLC | 12,926 | +1,020 | $2.1M | +$59.8K | 8.6% |
| Argent Trust Co | 4,849 | +34 | $785.6K | +$59.2K | 0.7% |
| waypoint wealth counsel | 1,635 | +266 | $264.9K | +$58.4K | 19.4% |
| Golden State Wealth Management, LLC | 5,221 | +1 | $845.9K | +$58.3K | 0.0% |
| Geneos Wealth Management Inc. | 1,979 | +237 | $320.6K | +$57.8K | 13.6% |
| Stratos Wealth Advisors, LLC | 3,075 | +149 | $498.3K | +$56.9K | 5.1% |
| Segment Wealth Management, LLC | 5,044 | +2 | $817.2K | +$56.5K | 0.0% |
| True Vision MN LLC | 3,065 | +147 | $496.6K | +$56.4K | 5.0% |
| LIBERTY WEALTH MANAGEMENT LLC | 3,595 | +99 | $582.4K | +$55.0K | 2.8% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,793 | +157 | $452.5K | +$54.9K | 6.0% |
| Philip James Wealth Mangement, LLC | 2,732 | +155 | $442.6K | +$53.9K | 6.0% |
| KANE INVESTMENT MANAGEMENT, INC. | 4,379 | +30 | $709.4K | +$53.4K | 0.7% |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,416 | +165 | $391.4K | +$51.8K | 7.3% |
| Platform Technology Partners | 2,898 | +129 | $469.4K | +$51.8K | 4.7% |
| Bigelow Investment Advisors, LLC | 2,141 | +184 | $346.9K | +$51.6K | 9.4% |
| Fi3 FINANCIAL ADVISORS, LLC | 3,482 | +84 | $564.1K | +$51.5K | 2.5% |
| LeConte Wealth Management, LLC | 1,776 | +209 | $287.7K | +$51.3K | 13.3% |
| Concorde Asset Management, LLC | 12,756 | +172 | $2.1M | +$50.6K | 1.4% |
| DLK Investment Management, LLC | 1,751 | +200 | $283.7K | +$49.7K | 12.9% |
| ATTICUS WEALTH MANAGEMENT, LLC | 2,929 | +105 | $474.6K | +$48.6K | 3.7% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 3,053 | +88 | $494.6K | +$47.3K | 3.0% |
| Gryphon Financial Partners LLC | 2,154 | +151 | $349.0K | +$46.8K | 7.5% |
| WESBANCO BANK INC | 1,520 | +194 | $246.3K | +$46.2K | 14.6% |
| Almanack Investment Partners, LLC. | 2,979 | +86 | $482.6K | +$46.2K | 3.0% |
| Ballentine Partners, LLC | 3,013 | +78 | $488.1K | +$45.4K | 2.6% |
| Caerus Investment Advisors, LLC | 2,189 | +138 | $354.6K | +$45.2K | 6.7% |
| EARNED WEALTH ADVISORS, LLC | 2,635 | +104 | $426.9K | +$45.1K | 4.1% |
| TigerOak Management, L.L.C. | 2,404 | +118 | $389.5K | +$44.6K | 5.2% |
| EXCHANGE TRADED CONCEPTS, LLC | 1,376 | +189 | $222.9K | +$43.9K | 15.9% |
| L2 Asset Management, LLC | 1,895 | +145 | $307.0K | +$43.0K | 8.3% |
| HOLDERNESS INVESTMENTS CO | 1,839 | +145 | $297.9K | +$42.4K | 8.6% |
| Onyx Bridge Wealth Group LLC | 1,868 | +133 | $302.7K | +$40.9K | 7.7% |
| Simplicity Wealth,LLC | 1,648 | +149 | $267.0K | +$40.9K | 9.9% |
| Waterfront Wealth Inc. | 2,253 | +56 | $415.4K | +$40.2K | 2.5% |
| Family Management Corp | 1,906 | +125 | $308.8K | +$40.1K | 7.0% |
| ASSETMARK, INC | 3,318 | +18 | $537.5K | +$39.7K | 0.5% |
| TOTH FINANCIAL ADVISORY CORP | 3,130 | +30 | $507.1K | +$39.4K | 1.0% |
| ROTHSCHILD INVESTMENT LLC | 2,685 | +61 | $435.0K | +$39.1K | 2.3% |
| SYM FINANCIAL Corp | 2,447 | +78 | $396.4K | +$39.1K | 3.3% |
| bLong Financial, LLC | 2,720 | +50 | $440.7K | +$37.9K | 1.9% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 419 | +219 | $67.9K | +$37.7K | 109.5% |
| LOM Asset Management Ltd | 350 | +200 | $56.7K | +$37.7K | 133.3% |
| Horizon Family Wealth, Inc. | 3,355 | +2 | $543.5K | +$37.6K | 0.1% |
| Fairfield Financial Advisors, LTD | 2,564 | +58 | $415.4K | +$37.3K | 2.3% |
| Soltis Investment Advisors LLC | 1,524 | +132 | $247.0K | +$36.9K | 9.5% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2,994 | +20 | $485.2K | +$36.5K | 0.7% |
| RFG Advisory, LLC | 3,065 | +14 | $496.6K | +$36.4K | 0.5% |
| Quotient Wealth Partners, LLC | 1,768 | +106 | $286.4K | +$35.6K | 6.4% |
| Concord Wealth Partners | 654 | +186 | $105.9K | +$35.3K | 39.7% |
| Beacon Bridge Wealth Partners, LLC | 1,805 | +100 | $292.4K | +$35.2K | 5.9% |
| Leo Wealth, LLC | 3,039 | +7 | $492.3K | +$35.0K | 0.2% |
| Optimize Financial Inc | 2,577 | +36 | $417.5K | +$34.2K | 1.4% |
| Net Worth Advisory Group | 1,557 | +109 | $252.3K | +$33.8K | 7.5% |
| Sunbelt Securities, Inc. | 1,446 | +108 | $234.3K | +$32.4K | 8.1% |
| ROMAN BUTLER FULLERTON & CO | 2,356 | +54 | $426.8K | -$31.9K | 2.3% |
| Balance Wealth, LLC | 2,089 | +57 | $338.5K | +$31.9K | 2.8% |
| TD PRIVATE CLIENT WEALTH LLC | 1,569 | +92 | $254.2K | +$31.4K | 6.2% |
| Continuum Advisory, LLC | 2,191 | +45 | $355.0K | +$31.2K | 2.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,703 | +70 | $275.9K | +$29.5K | 4.3% |
| JOHNSON INVESTMENT COUNSEL INC | 1,600 | +77 | $259.2K | +$29.5K | 5.0% |
| Legacy Capital Group California, Inc. | 1,859 | +57 | $301.2K | +$29.3K | 3.2% |
| Lebenthal Global Advisors, LLC | 2,003 | +46 | $324.5K | +$29.3K | 2.4% |
| Regal Investment Advisors LLC | 2,090 | +35 | $338.6K | +$28.6K | 1.7% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 443 | +156 | $71.8K | +$28.5K | 54.4% |
| MILLER WEALTH ADVISORS, LLC | 324 | +162 | $52.5K | +$28.1K | 100.0% |
| Foster Victor Wealth Advisors, LLC | 1,623 | +1 | $287.1K | +$27.2K | 0.1% |
| Park Place Capital Corp | 181 | +156 | $29.3K | +$25.6K | 624.0% |
| Fairscale Capital, LLC | 1,092 | +85 | $176.9K | +$25.0K | 8.4% |
| Glass Jacobson Investment Advisors llc | 2,220 | +1 | $359.6K | +$24.9K | 0.0% |
| Nautilus Advisors LLC | 2,142 | +1 | $346.9K | +$23.9K | 0.0% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 2,109 | +45 | $369.0K | +$23.5K | 2.2% |
| Westhampton Capital, LLC | 1,805 | +20 | $292.4K | +$23.1K | 1.1% |
| INVESTMENT PARTNERS, LTD. | 2,005 | +1 | $324.8K | +$22.5K | 0.0% |
| Howard Capital Management Inc. | 1,846 | +9 | $299.1K | +$21.9K | 0.5% |
| ARMSTRONG ADVISORY GROUP, INC | 672 | +92 | $108.9K | +$21.4K | 15.9% |
| Gen-Wealth Partners Inc | 1,646 | +18 | $266.7K | +$21.1K | 1.1% |
| MEEDER ASSET MANAGEMENT INC | 165 | +112 | $26.7K | +$18.7K | 211.3% |
| Accurate Wealth Management, LLC | 2,660 | +277 | $434.9K | +$17.3K | 11.6% |
| Cullen/Frost Bankers, Inc. | 187 | +93 | $30.3K | +$16.1K | 98.9% |
| Legacy Wealth Management, LLC / MS | 1,403 | +1 | $227.3K | +$15.7K | 0.1% |
| Obermeyer Wealth Partners | 1,370 | +1 | $221.9K | +$15.3K | 0.1% |
| North Star Investment Management Corp. | 973 | +29 | $157.6K | +$15.2K | 3.1% |
| Root Financial Partners, LLC | 652 | +42 | $105.6K | +$13.6K | 6.9% |
| Versant Capital Management, Inc | 1,092 | +6 | $176.9K | +$13.1K | 0.6% |
| REAP Financial Group, LLC | 443 | +49 | $71.8K | +$12.3K | 12.4% |
| BankPlus Trust Department | 82 | +75 | $13.3K | +$12.2K | 1071.4% |
| Steigerwald, Gordon & Koch Inc. | 613 | +34 | $99.3K | +$12.0K | 5.9% |
| SG Americas Securities, LLC | 72,899 | +71,356 | $11.8K | +$11.6K | 4624.5% |
| Physician Wealth Advisors, Inc. | 313 | +50 | $50.8K | +$11.1K | 19.0% |
| ACADIAN ASSET MANAGEMENT LLC | 160,126 | +61,390 | $25.9K | +$11.0K | 62.2% |
| S&T Bank/PA | 149 | +62 | $24.1K | +$11.0K | 71.3% |
| Wealth Watch Advisors, INC | 622 | +23 | $100.8K | +$10.4K | 3.8% |
| Vermillion & White Wealth Management Group, LLC | 152 | +56 | $24.6K | +$10.1K | 58.3% |
| Thrivent Financial for Lutherans | 75,842 | +60,760 | $12.3K | +$10.0K | 402.9% |
| Avalon Global Asset Management LLC | 170,000 | +50,000 | $27.5K | +$9.4K | 41.7% |
| MJT & Associates Financial Advisory Group, Inc. | 112 | +55 | $17.9K | +$9.4K | 96.5% |
| Glen Eagle Advisors, LLC | 280 | +40 | $45.4K | +$9.2K | 16.7% |
| True Wealth Design, LLC | 237 | +43 | $38.4K | +$9.1K | 22.2% |
| Fortis Group Advisors, LLC | 1,125 | +78 | $209.5K | +$7.5K | 7.4% |
| Signature Resources Capital Management, LLC | 138 | +38 | $22.4K | +$7.3K | 38.0% |
| RICHARDSON FINANCIAL SERVICES INC. | 123 | +38 | $19.9K | +$7.1K | 44.7% |
| Bell Investment Advisors, Inc | 469 | +10 | $76.0K | +$6.7K | 2.2% |
| Transamerica Financial Advisors, LLC | 114 | +34 | $18.5K | +$6.6K | 42.5% |
| ALGERT GLOBAL LLC | 43,520 | +39,580 | $7.1K | +$6.5K | 1004.6% |
| PITTENGER & ANDERSON INC | 238 | +25 | $38.6K | +$6.4K | 11.7% |
| Dogwood Wealth Management LLC | 60 | +38 | $9.7K | +$6.4K | 172.7% |
| Archer Investment Corp | 53 | +36 | $8.6K | +$6.0K | 211.8% |
| Clal Insurance Enterprises Holdings Ltd | 387,000 | +5,000 | $62.7K | +$5.1K | 1.3% |
| Quent Capital, LLC | 213 | +13 | $34.5K | +$4.3K | 6.5% |
| ELEVATION WEALTH PARTNERS, LLC | 30 | +26 | $4.9K | +$4.3K | 650.0% |
| Rosenberg Matthew Hamilton | 142 | +15 | $23.0K | +$3.8K | 11.8% |
| IMA Advisory Services, Inc. | 21 | +20 | $3.4K | +$3.3K | 2000.0% |
| Bear Mountain Capital, Inc. | 180 | +20 | $31.1K | +$3.1K | 12.5% |
| Marquette Asset Management, LLC | 54 | +15 | $8.7K | +$2.9K | 38.5% |
| UMB Bank, n.a. | 67 | +13 | $10.9K | +$2.7K | 24.1% |
| NATIXIS ADVISORS, LLC | 92,262 | +7,686 | $14.9K | +$2.2K | 9.1% |
| Aspect Partners, LLC | 30 | +12 | $4.9K | +$2.1K | 66.7% |
| CVA Family Office, LLC | 149 | +3 | $24.1K | +$2.1K | 2.0% |
| WINNOW WEALTH LLC | 45 | +10 | $7.3K | +$2.0K | 28.6% |
| FINANCIAL CONSULATE, INC | 96 | +6 | $15.6K | +$2.0K | 6.7% |
| High Note Wealth, LLC | 14 | +12 | $2.3K | +$2.0K | 600.0% |
| Fortitude Family Office, LLC | 116 | +4 | $18.8K | +$1.9K | 3.6% |
| CWM, LLC | 71,967 | +4,786 | $11.7K | +$1.5K | 7.1% |
| Stone House Investment Management, LLC | 44 | +4 | $7.1K | +$1.1K | 10.0% |
| CHASE INVESTMENT COUNSEL CORP | 63,587 | +2,292 | $10.3K | +$1.1K | 3.7% |
| PARK AVENUE SECURITIES LLC | 24,958 | +5,090 | $4.0K | +$1.0K | 25.6% |
| Washington Trust Advisors, Inc. | 37 | +4 | $6.0K | +$1.0K | 12.1% |
| Triumph Capital Management | 21 | +5 | $3.4K | +$988 | 31.3% |
| NEVILLE RODIE & SHAW INC | 60,392 | +1,840 | $9.8K | +$950 | 3.1% |
| Peloton Wealth Strategists | 13,915 | +5,205 | $2.3K | +$940 | 59.8% |
| WEDBUSH SECURITIES INC | 18,796 | +4,228 | $3.0K | +$847 | 29.0% |
| AMALGAMATED BANK | 33,664 | +2,669 | $5.5K | +$778 | 8.6% |
| American Capital Advisory, LLC | 13 | +3 | $2.1K | +$598 | 30.0% |
| Rialto Wealth Management, LLC | 24 | +2 | $3.9K | +$570 | 9.1% |
| CENTAURUS FINANCIAL, INC. | 5,450 | +3,238 | $883 | +$549 | 146.4% |
| Retirement Wealth Solutions LLC | 34 | +1 | $5.5K | +$530 | 3.0% |
| Harvest Fund Management Co., Ltd | 58,798 | +2,334 | $7.3K | +$500 | 4.1% |
| Seascape Capital Management | 29,632 | +557 | $4.8K | +$415 | 1.9% |
| iA Global Asset Management Inc. | 21,789 | +635 | $3.5K | +$339 | 3.0% |
| ROSS\JOHNSON & Associates LLC | 3 | +2 | $486 | +$335 | 200.0% |
| NBT BANK N A /NY | 162 | +11 | $4.9K | +$334 | 7.3% |
| Vestcor Inc | 16,358 | +857 | $2.6K | +$312 | 5.5% |
| Ring Mountain Capital, LLC | 8,664 | +529 | $1.5K | +$306 | 6.5% |
| Quaker Wealth Management, LLC | 9 | +1 | $1.5K | +$252 | 12.5% |
| VAN ECK ASSOCIATES CORP | 3,781 | +1,341 | $613 | +$245 | 55.0% |
| CSM Advisors, LLC | 6,091 | +1,095 | $982 | +$225 | 21.9% |
| LaSalle St. Investment Advisors, LLC | 4,322 | +560 | $700 | +$133 | 14.9% |
| HAZLETT, BURT & WATSON, INC. | 5,128 | +198 | $828 | +$86 | 4.0% |
| Capital Analysts, LLC | 6,589 | +32 | $1.1K | +$78 | 0.5% |
| GW&K Investment Management, LLC | 825 | +356 | $134 | +$63 | 75.9% |
| BESSEMER GROUP INC | 568 | +328 | $92 | +$56 | 136.7% |
| Covestor Ltd | 254 | +19 | $41 | +$5 | 8.1% |