13F QoQ Ownership Changes
VRTX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 272 new · 591 added · 768 reduced · 128 exited
New Positions(272)
Added To(591)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23,751,989 | +1,498,942 | $10.77B | +$2.05B | 6.7% |
| Capital Research Global Investors | 17,316,344 | +763,063 | $7.85B | +$1.37B | 4.6% |
| STATE STREET CORP | 11,689,539 | +83,539 | $5.30B | +$754.2M | 0.7% |
| VICTORY CAPITAL MANAGEMENT INC | 3,356,766 | +1,109,200 | $1.52B | +$734.5M | 49.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,981,905 | +8,160 | $2.70B | +$371.3M | 0.1% |
| Capital International Investors | 4,733,596 | +44,537 | $2.15B | +$309.5M | 0.9% |
| Clearbridge Investments, LLC | 2,860,176 | +214,412 | $1.30B | +$260.5M | 8.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,000,778 | +113,661 | $1.36B | +$229.7M | 3.9% |
| AMERICAN CENTURY COMPANIES INC | 848,639 | +399,446 | $384.7M | +$208.8M | 88.9% |
| GOLDMAN SACHS GROUP INC | 1,811,502 | +233,244 | $821.3M | +$203.2M | 14.8% |
| MORGAN STANLEY | 3,120,310 | +11,905 | $1.41B | +$197.2M | 0.4% |
| JANUS HENDERSON GROUP PLC | 2,221,953 | +102,846 | $1.01B | +$177.5M | 4.8% |
| DEUTSCHE BANK AG\ | 1,768,881 | +168,425 | $801.9M | +$175.1M | 10.5% |
| BNP PARIBAS FINANCIAL MARKETS | 559,986 | +305,300 | $273.8M | +$160.7M | 119.9% |
| Invesco Ltd. | 2,152,672 | +55,875 | $975.9M | +$154.7M | 2.7% |
| Amundi | 1,304,161 | +185,190 | $591.3M | +$140.4M | 16.6% |
| MILLENNIUM MANAGEMENT LLC | 487,964 | +266,222 | $221.2M | +$134.4M | 120.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,157,996 | +147,413 | $525.0M | +$129.2M | 14.6% |
| CITADEL ADVISORS LLC | 789,960 | +205,058 | $358.1M | +$129.1M | 35.0% |
| Legal & General Group Plc | 1,970,105 | +17,808 | $893.2M | +$128.6M | 0.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,859,221 | +29,290 | $842.9M | +$126.2M | 1.6% |
| DIMENSIONAL FUND ADVISORS LP | 945,660 | +162,074 | $428.7M | +$121.8M | 20.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 593,947 | +212,752 | $269.3M | +$120.0M | 55.8% |
| Bellevue Group AG | 681,120 | +175,315 | $308.8M | +$110.7M | 34.7% |
| B. Metzler seel. Sohn & Co. AG | 515,269 | +199,847 | $233.6M | +$110.1M | 63.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 293,301 | +257,829 | $123.2M | +$109.3M | 726.9% |
| Hudson Bay Capital Management LP | 264,518 | +219,203 | $119.9M | +$102.2M | 483.7% |
| SEI INVESTMENTS CO | 364,023 | +187,496 | $165.0M | +$95.9M | 106.2% |
| Voya Investment Management LLC | 562,352 | +130,095 | $254.4M | +$85.5M | 30.1% |
| Assenagon Asset Management S.A. | 832,853 | +69,150 | $377.6M | +$78.5M | 9.1% |
| ProShare Advisors LLC | 457,046 | +123,314 | $207.2M | +$76.5M | 37.0% |
| BARCLAYS PLC | 826,937 | +80,450 | $368.2M | +$75.8M | 10.8% |
| MARSHALL WACE, LLP | 205,632 | +158,747 | $93.2M | +$74.9M | 338.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 345,383 | +124,582 | $156.6M | +$70.1M | 56.4% |
| FRANKLIN RESOURCES INC | 550,600 | +87,646 | $249.6M | +$68.3M | 18.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 447,169 | +86,084 | $202.6M | +$62.5M | 23.8% |
| WELLS FARGO & COMPANY/MN | 755,413 | +38,087 | $342.5M | +$61.5M | 5.3% |
| Balyasny Asset Management L.P. | 126,888 | +123,388 | $57.5M | +$56.2M | 3525.4% |
| Alyeska Investment Group, L.P. | 354,334 | +87,165 | $160.6M | +$56.0M | 32.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 557,713 | +47,548 | $252.9M | +$53.1M | 9.3% |
| BOWEN HANES & CO INC | 133,504 | +9,070 | $60.5K | -$48.7M | 7.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 566,227 | +21,249 | $256.0M | +$42.6M | 3.9% |
| AMF Tjanstepension AB | 145,949 | +83,487 | $66.2M | +$41.7M | 133.7% |
| NEUBERGER BERMAN GROUP LLC | 545,897 | +18,406 | $247.5M | +$40.9M | 3.5% |
| National Pension Service | 530,841 | +18,728 | $240.7M | +$40.1M | 3.6% |
| TWO SIGMA ADVISERS, LP | 98,360 | +86,860 | $44.6M | +$40.1M | 755.3% |
| Russell Investments Group, Ltd. | 381,462 | +40,414 | $173.0M | +$39.3M | 11.8% |
| Candriam S.C.A. | 225,292 | +50,725 | $102.1M | +$33.8M | 29.1% |
| ING GROEP NV | 81,129 | +69,140 | $36.8M | +$32.1M | 576.7% |
| Man Group plc | 380,735 | +17,961 | $172.6M | +$30.5M | 5.0% |
| Robeco Institutional Asset Management B.V. | 394,200 | +14,829 | $178.7M | +$30.1M | 3.9% |
| BANK OF MONTREAL /CAN/ | 427,480 | +8,022 | $193.8M | +$29.5M | 1.9% |
| ENVESTNET ASSET MANAGEMENT INC | 471,643 | +888 | $213.8M | +$29.5M | 0.2% |
| PRINCIPAL FINANCIAL GROUP INC | 415,100 | +8,600 | $188.2M | +$29.0M | 2.1% |
| Sofinnova Investments, Inc. | 164,594 | +46,719 | $74.6M | +$28.5M | 39.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 334,898 | +15,431 | $151.8M | +$26.7M | 4.8% |
| OFI INVEST ASSET MANAGEMENT | 69,124 | +68,832 | $26.7M | +$26.6M | 23572.6% |
| Rockefeller Capital Management L.P. | 136,581 | +43,767 | $61.3M | +$25.0M | 47.1% |
| CI INVESTMENTS INC. | 49,891 | +38,900 | $22.6M | +$22.6M | 353.9% |
| LPL Financial LLC | 276,878 | +12,696 | $125.5M | +$22.1M | 4.8% |
| NEOS Investment Management LLC | 146,198 | +32,665 | $66.3M | +$21.8M | 28.8% |
| Quantinno Capital Management LP | 92,284 | +36,643 | $41.8M | +$20.0M | 65.8% |
| Mirae Asset Global Investments Co., Ltd. | 174,347 | +23,291 | $79.0M | +$19.9M | 15.4% |
| IFM Investors Pty Ltd | 49,780 | +296 | $22.6K | -$19.1M | 0.6% |
| Trexquant Investment LP | 46,053 | +40,637 | $20.9M | +$18.8M | 750.3% |
| Skandinaviska Enskilda Banken AB (publ) | 174,466 | +20,218 | $79.1M | +$18.7M | 13.1% |
| Swedbank AB | 260,743 | +6,647 | $118.2M | +$18.7M | 2.6% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 39,735 | +39,139 | $18.0M | +$17.8M | 6566.9% |
| AVIVA PLC | 216,211 | +11,322 | $98.0M | +$17.8M | 5.5% |
| FIRST TRUST ADVISORS LP | 201,290 | +13,129 | $91.3M | +$17.6M | 7.0% |
| Cerity Partners LLC | 261,553 | +2,745 | $118.6M | +$17.2M | 1.1% |
| CIBC Asset Management Inc | 107,641 | +26,636 | $48.8M | +$17.1M | 32.9% |
| DNB Asset Management AS | 119,685 | +24,271 | $54.3M | +$16.9M | 25.4% |
| NATIXIS | 60,218 | +30,412 | $27.3M | +$15.6M | 102.0% |
| Mariner, LLC | 128,465 | +18,214 | $58.2M | +$15.1M | 16.5% |
| Mitsubishi UFJ Trust & Banking Corp | 162,206 | +12,351 | $73.5M | +$14.8M | 8.2% |
| ABN AMRO Bank N.V. | 155,221 | +13,350 | $70.1M | +$14.8M | 9.4% |
| Carmignac Gestion | 191,571 | +4,032 | $86.9M | +$13.4M | 2.1% |
| Banco Santander, S.A. | 98,027 | +18,621 | $44.4M | +$13.3M | 23.4% |
| STIFEL FINANCIAL CORP | 152,447 | +9,918 | $69.1M | +$13.3M | 7.0% |
| Walleye Capital LLC | 37,474 | +27,612 | $17.0M | +$13.1M | 280.0% |
| LBP AM SA | 67,197 | +22,918 | $30.5M | +$13.1M | 51.8% |
| Kovitz Investment Group Partners, LLC | 98,375 | +17,788 | $44.6M | +$13.0M | 22.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 170,775 | +4,830 | $77.2M | +$12.2M | 2.9% |
| Asset Management One Co., Ltd. | 150,106 | +3,242 | $69.0M | +$11.5M | 2.2% |
| BANK OF NOVA SCOTIA | 97,920 | +11,668 | $44.4M | +$10.6M | 13.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 119,698 | +7,365 | $54.3M | +$10.3M | 6.5% |
| Atle Fund Management AB | 22,984 | +5,218 | $10.4M | +$9.7M | 29.4% |
| EXENCIAL WEALTH ADVISORS, LLC | 22,382 | +20,882 | $10.1M | +$9.6M | 1392.1% |
| Pacer Advisors, Inc. | 76,142 | +9,641 | $34.5M | +$8.5M | 14.5% |
| Creative Planning | 100,513 | +5,649 | $45.6M | +$8.4M | 6.0% |
| ODDO BHF ASSET MANAGEMENT SAS | 46,633 | +13,355 | $21.1M | +$8.1M | 40.1% |
| Jefferies Financial Group Inc. | 31,372 | +15,372 | $14.2M | +$8.0M | 96.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 81,246 | +7,777 | $38.1M | +$7.9M | 10.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 123,252 | +1,665 | $55.9M | +$7.9M | 1.4% |
| IEQ CAPITAL, LLC | 22,524 | +16,073 | $10.2M | +$7.7M | 249.2% |
| BANQUE PICTET & CIE SA | 24,328 | +15,470 | $11.0M | +$7.6M | 174.6% |
| Simplify Asset Management Inc. | 17,492 | +16,267 | $7.9M | +$7.5M | 1327.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 47,245 | +11,564 | $21.4M | +$7.4M | 32.4% |
| MACKENZIE FINANCIAL CORP | 63,299 | +8,956 | $28.7M | +$7.4M | 16.5% |
| COUNTRY TRUST BANK | 100,593 | +2,061 | $45.6M | +$7.0M | 2.1% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 87,728 | +3,882 | $39.8M | +$6.9M | 4.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 62,761 | +7,767 | $28.5M | +$6.9M | 14.1% |
| Raiffeisen Bank International AG | 113,508 | +54 | $51.4M | +$6.6M | 0.0% |
| Corient Private Wealth LLC | 112,138 | +10,407 | $46.3M | +$6.5M | 10.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 32,851 | +10,433 | $14.9M | +$6.1M | 46.5% |
| Pathstone Holdings, LLC | 45,604 | +7,725 | $20.7M | +$5.8M | 20.4% |
| KLP KAPITALFORVALTNING AS | 92,901 | +260 | $42.1M | +$5.8M | 0.3% |
| ASSETMARK, INC | 90,483 | +633 | $41.0M | +$5.8M | 0.7% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 69,627 | +2,970 | $31.6M | +$5.5M | 4.5% |
| XPONANCE, INC. | 65,773 | +3,282 | $29.8M | +$5.3M | 5.3% |
| MARTINGALE ASSET MANAGEMENT L P | 43,221 | +6,699 | $19.6M | +$5.3M | 18.3% |
| GF FUND MANAGEMENT CO. LTD. | 65,411 | +2,620 | $29.7M | +$5.1M | 4.2% |
| ALLSTATE CORP | 19,095 | +9,803 | $8.7M | +$5.0M | 105.5% |
| Banque Cantonale Vaudoise | 11,076 | +954 | $5.0M | +$5.0M | 9.4% |
| Wealthfront Advisers LLC | 43,169 | +5,796 | $19.6M | +$4.9M | 15.5% |
| Czech National Bank | 66,902 | +1,784 | $30.3M | +$4.8M | 2.7% |
| NWAM LLC | 15,202 | +10,436 | $6.8M | +$4.8M | 219.0% |
| Varma Mutual Pension Insurance Co | 40,626 | +5,700 | $18.4M | +$4.7M | 16.3% |
| DAVIDSON INVESTMENT ADVISORS | 64,227 | +1,806 | $29.1M | +$4.7M | 2.9% |
| Smith Group Asset Management, LLC | 52,051 | +3,194 | $23.6M | +$4.5M | 6.5% |
| HighTower Advisors, LLC | 47,559 | +3,544 | $21.6M | +$4.3M | 8.1% |
| Andrew Hill Investment Advisors, Inc. | 12,408 | +8,699 | $5.6M | +$4.2M | 234.5% |
| GATEWAY INVESTMENT ADVISERS LLC | 66,108 | +182 | $30.0M | +$4.2M | 0.3% |
| Investment Management Corp of Ontario | 22,300 | +7,065 | $10.1M | +$4.1M | 46.4% |
| China Universal Asset Management Co., Ltd. | 48,047 | +2,933 | $21.8M | +$4.1M | 6.5% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 18,054 | +7,570 | $8.2M | +$4.1M | 72.2% |
| MML INVESTORS SERVICES, LLC | 38,004 | +3,773 | $17.2M | +$3.8M | 11.0% |
| NISA INVESTMENT ADVISORS, LLC | 56,594 | +816 | $25.7M | +$3.8M | 1.5% |
| Motley Fool Asset Management LLC | 23,603 | +5,905 | $10.7M | +$3.8M | 33.4% |
| Gradient Investments LLC | 43,595 | +2,618 | $19.8M | +$3.7M | 6.4% |
| Campbell & CO Investment Adviser LLC | 9,858 | +7,835 | $4.5M | +$3.7M | 387.3% |
| VALLEY WEALTH MANAGERS, INC. | 50,951 | +1,132 | $23.1M | +$3.6M | 2.3% |
| ADAR1 Capital Management, LLC | 13,716 | +6,716 | $6.2M | +$3.5M | 95.9% |
| ATWOOD & PALMER INC | 55,392 | +95 | $25.1M | +$3.5M | 0.2% |
| HUNTINGTON NATIONAL BANK | 32,999 | +3,552 | $15.0M | +$3.4M | 12.1% |
| USS Investment Management Ltd | 45,393 | +1,294 | $20.6M | +$3.3M | 2.9% |
| Concurrent Investment Advisors, LLC | 9,734 | +6,895 | $4.4M | +$3.3M | 242.9% |
| Caprock Group, LLC | 29,023 | +3,807 | $13.2M | +$3.3M | 15.1% |
| NewEdge Advisors, LLC | 17,335 | +5,617 | $7.9M | +$3.3M | 47.9% |
| Vanguard Personalized Indexing Management, LLC | 39,165 | +2,165 | $17.8M | +$3.3M | 5.8% |
| MCRAE CAPITAL MANAGEMENT INC | 35,558 | +2,399 | $16.1M | +$3.1M | 7.2% |
| Lighthouse Investment Partners, LLC | 9,000 | +6,500 | $4.1M | +$3.1M | 260.0% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 36,791 | +2,115 | $16.7M | +$3.1M | 6.1% |
| W.G. Shaheen & Associates DBA Whitney & Co | 44,164 | +608 | $20.0M | +$3.0M | 1.4% |
| OSSIAM | 17,594 | +4,654 | $8.0M | +$2.9M | 36.0% |
| CITIZENS FINANCIAL GROUP INC/RI | 43,403 | +522 | $19.7M | +$2.9M | 1.2% |
| MUFG Securities EMEA plc | 10,401 | +5,494 | $4.7M | +$2.8M | 112.0% |
| Susquehanna Portfolio Strategies, LLC | 29,189 | +2,405 | $13.2M | +$2.7M | 9.0% |
| PROFUND ADVISORS LLC | 28,818 | +2,423 | $13.1M | +$2.7M | 9.2% |
| Americana Partners, LLC | 27,133 | +2,665 | $12.3M | +$2.7M | 10.9% |
| Atria Investments, Inc | 28,261 | +2,342 | $12.8M | +$2.7M | 9.0% |
| Galvin, Gaustad & Stein, LLC | 34,309 | +1,167 | $15.6M | +$2.6M | 3.5% |
| SHELTON CAPITAL MANAGEMENT | 37,241 | +562 | $16.9M | +$2.5M | 1.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 13,758 | +4,120 | $6.2M | +$2.5M | 42.7% |
| Tweedy, Browne Co LLC | 39,148 | +83 | $17.7M | +$2.4M | 0.2% |
| LEUTHOLD GROUP, LLC | 16,407 | +3,564 | $7.4M | +$2.4M | 27.8% |
| Waverly Advisors, LLC | 22,732 | +2,484 | $10.3M | +$2.4M | 12.3% |
| Kovack Advisors, Inc. | 6,191 | +5,044 | $2.8M | +$2.4M | 439.8% |
| Norinchukin Bank, The | 24,203 | +2,177 | $11.0M | +$2.3M | 9.9% |
| OneDigital Investment Advisors LLC | 6,392 | +4,898 | $2.9M | +$2.3M | 327.8% |
| Andra AP-fonden | 35,940 | +40 | $16.3M | +$2.2M | 0.1% |
| Callan Family Office, LLC | 14,440 | +3,235 | $6.5M | +$2.2M | 28.9% |
| QRG CAPITAL MANAGEMENT, INC. | 18,396 | +2,563 | $8.3M | +$2.1M | 16.2% |
| Bogart Wealth, LLC | 27,177 | +1,028 | $12.3M | +$2.1M | 3.9% |
| Aureus Asset Management, LLC | 6,142 | +4,324 | $2.8M | +$2.1M | 237.8% |
| Allianz SE | 25,181 | +1,260 | $11.4M | +$2.0M | 5.3% |
| Compound Planning, Inc. | 6,541 | +4,157 | $3.0M | +$2.0M | 174.4% |
| SAPIENT CAPITAL LLC | 34,324 | +13 | $15.6M | +$2.0M | 0.0% |
| Avanza Fonder AB | 27,585 | +532 | $12.5M | +$1.9M | 2.0% |
| Tidal Investments LLC | 16,838 | +2,206 | $7.6M | +$1.9M | 15.1% |
| GRANDFIELD & DODD, LLC | 21,231 | +1,411 | $9.6M | +$1.9M | 7.1% |
| Generate Investment Management Ltd | 26,334 | +600 | $11.9M | +$1.9M | 2.3% |
| Washington Trust Bank | 29,839 | +30 | $13.5M | +$1.9M | 0.1% |
| M&T Bank Corp | 14,732 | +2,408 | $6.7M | +$1.9M | 19.5% |
| Telos Capital Management, Inc. | 22,376 | +1,188 | $10.1M | +$1.8M | 5.6% |
| Dai-ichi Life Insurance Company, Ltd | 14,538 | +2,400 | $6.6M | +$1.8M | 19.8% |
| ARK Investment Management LLC | 26,100 | +435 | $11.8M | +$1.8M | 1.7% |
| Ethic Inc. | 15,983 | +2,012 | $7.2M | +$1.8M | 14.4% |
| NIA IMPACT ADVISORS, LLC | 17,638 | +1,705 | $8.0M | +$1.8M | 10.7% |
| FAGAN ASSOCIATES, INC. | 26,566 | +260 | $12.0M | +$1.7M | 1.0% |
| SOMERVILLE KURT F | 23,327 | +684 | $10.6M | +$1.7M | 3.0% |
| BENDER ROBERT & ASSOCIATES | 26,463 | +133 | $12.0M | +$1.7M | 0.5% |
| Merit Financial Group, LLC | 8,967 | +2,880 | $4.1M | +$1.7M | 47.3% |
| Federation des caisses Desjardins du Quebec | 13,016 | +2,199 | $5.9M | +$1.7M | 20.3% |
| OMERS ADMINISTRATION Corp | 15,479 | +1,725 | $7.0M | +$1.6M | 12.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 23,822 | +5,038 | $9.0M | +$1.6M | 26.8% |
| SIMPLEX TRADING, LLC | 3,511 | +1,908 | $1.6M | +$1.6M | 119.0% |
| Biondo Investment Advisors, LLC | 25,140 | +65 | $11.4M | +$1.6M | 0.3% |
| Horizon Investments, LLC | 11,375 | +2,181 | $5.2M | +$1.6M | 23.7% |
| Vinva Investment Management Ltd | 10,938 | +2,303 | $5.0M | +$1.5M | 26.7% |
| CAPTRUST FINANCIAL ADVISORS | 13,804 | +1,730 | $6.3M | +$1.5M | 14.3% |
| Cooper Financial Group | 5,341 | +3,021 | $2.4M | +$1.5M | 130.2% |
| EXCHANGE TRADED CONCEPTS, LLC | 12,025 | +1,874 | $5.5M | +$1.5M | 18.5% |
| KENNEDY CAPITAL MANAGEMENT LLC | 22,414 | +234 | $10.2M | +$1.5M | 1.1% |
| LMR Partners LLP | 21,468 | +367 | $9.7M | +$1.5M | 1.7% |
| Orion Porfolio Solutions, LLC | 12,151 | +1,803 | $5.5M | +$1.5M | 17.4% |
| NewEdge Wealth, LLC | 8,402 | +2,754 | $3.8M | +$1.5M | 48.8% |
| Empowered Funds, LLC | 14,806 | +1,223 | $6.7M | +$1.4M | 9.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,553 | +1,967 | $4.3M | +$1.4M | 25.9% |
| Heirloom Wealth Management | 20,199 | +233 | $9.2M | +$1.3M | 1.2% |
| Canada Post Corp Registered Pension Plan | 6,474 | +2,420 | $2.9M | +$1.3M | 59.7% |
| CAMDEN NATIONAL BANK | 20,968 | +76 | $9.5M | +$1.3M | 0.4% |
| Aptus Capital Advisors, LLC | 16,442 | +687 | $7.5M | +$1.3M | 4.4% |
| Trifecta Capital Advisors, LLC | 16,497 | +664 | $7.5M | +$1.3M | 4.2% |
| BARLOW WEALTH PARTNERS, INC. | 30,087 | +207 | $14.0M | +$1.2M | 0.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 4,801 | +2,304 | $2.2M | +$1.2M | 92.3% |
| Fulcrum Capital LLC | 16,616 | +360 | $7.5M | +$1.2M | 2.2% |
| BNP PARIBAS | 7,139 | +1,798 | $3.2M | +$1.1M | 33.7% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 15,613 | +413 | $7.1M | +$1.1M | 2.7% |
| Sterling Capital Management LLC | 17,542 | +64 | $8.0M | +$1.1M | 0.4% |
| Madison Asset Management, LLC | 16,435 | +234 | $7.5M | +$1.1M | 1.4% |
| Ameritas Investment Partners, Inc. | 15,181 | +350 | $6.9M | +$1.1M | 2.4% |
| Private Advisor Group, LLC | 8,694 | +1,330 | $3.9M | +$1.1M | 18.1% |
| Global Retirement Partners, LLC | 4,345 | +2,012 | $2.0M | +$1.1M | 86.2% |
| FIL Ltd | 9,803 | +1,097 | $4.4M | +$1.0M | 12.6% |
| Vident Advisory, LLC | 13,685 | +463 | $6.2M | +$1.0M | 3.5% |
| Privium Fund Management B.V. | 9,355 | +1,055 | $4.2M | +$990.6K | 12.7% |
| iSAM Funds (UK) Ltd | 3,221 | +1,971 | $1.5M | +$970.7K | 157.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,077 | +565 | $5.5M | +$966.8K | 4.9% |
| PRINCETON CAPITAL MANAGEMENT LLC | 14,509 | +71 | $6.6M | +$923.3K | 0.5% |
| BENJAMIN EDWARDS INC | 11,093 | +597 | $5.0M | +$919.1K | 5.7% |
| Beacon Pointe Advisors, LLC | 13,502 | +218 | $6.1M | +$918.8K | 1.6% |
| Kestra Advisory Services, LLC | 14,431 | +40 | $6.5M | +$906.1K | 0.3% |
| SUMITOMO LIFE INSURANCE CO | 8,126 | +1,033 | $3.7M | +$906.1K | 14.6% |
| Miracle Mile Advisors, LLC | 9,834 | +759 | $4.5M | +$904.2K | 8.4% |
| HB Wealth Management, LLC | 9,472 | +792 | $4.3M | +$895.1K | 9.1% |
| CHOREO, LLC | 7,008 | +1,154 | $3.2M | +$887.1K | 19.7% |
| Arkadios Wealth Advisors | 3,965 | +1,631 | $1.8M | +$883.5K | 69.9% |
| Knuff & Co LLC | 14,197 | +13 | $6.4M | +$881.3K | 0.1% |
| Siemens Fonds Invest GmbH | 11,212 | +470 | $5.1M | +$880.3K | 4.4% |
| JONES FINANCIAL COMPANIES LLLP | 7,995 | +871 | $3.6M | +$875.2K | 12.2% |
| Kidder Stephen W | 12,459 | +161 | $5.6M | +$832.0K | 1.3% |
| BROWN BROTHERS HARRIMAN & CO | 4,518 | +1,399 | $2.0M | +$826.8K | 44.9% |
| Compagnie Lombard Odier SCmA | 12,665 | +100 | $5.7M | +$820.8K | 0.8% |
| Columbia Asset Management | 2,243 | +1,690 | $1.0M | +$800.3K | 305.6% |
| Pallas Capital Advisors LLC | 4,241 | +1,353 | $1.9M | +$791.6K | 46.8% |
| Hartford Funds Management Co LLC | 3,073 | +1,512 | $1.4M | +$782.1K | 96.9% |
| StoneX Group Inc. | 2,197 | +1,642 | $996.0K | +$778.7K | 295.9% |
| GAMMA Investing LLC | 5,714 | +1,082 | $2.6M | +$776.4K | 23.4% |
| Grove Bank & Trust | 2,084 | +1,645 | $944.8K | +$772.9K | 374.7% |
| CERTUITY, LLC | 6,439 | +941 | $2.9M | +$766.1K | 17.1% |
| Ameritas Advisory Services, LLC | 1,842 | +1,663 | $835.1K | +$765.0K | 929.0% |
| Vise Technologies, Inc. | 5,259 | +1,036 | $2.4M | +$730.3K | 24.5% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11,645 | +26 | $5.3M | +$729.1K | 0.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 9,324 | +368 | $4.2M | +$719.6K | 4.1% |
| Slow Capital, Inc. | 11,344 | +44 | $5.1M | +$717.4K | 0.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,438 | +184 | $4.7M | +$716.3K | 1.8% |
| Howard Capital Management Inc. | 9,274 | +360 | $4.2M | +$713.4K | 4.0% |
| Aaron Wealth Advisors LLC | 4,925 | +1,003 | $2.2M | +$696.8K | 25.6% |
| Joseph Group Capital Management | 10,489 | +121 | $4.8M | +$694.8K | 1.2% |
| Morse Asset Management, Inc | 10,423 | +118 | $4.7M | +$689.5K | 1.1% |
| Farther Finance Advisors, LLC | 4,421 | +1,028 | $2.0M | +$675.6K | 30.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 10,130 | +91 | $4.6M | +$660.9K | 0.9% |
| Wealthspire Advisors, LLC | 1,825 | +1,382 | $827.2K | +$653.9K | 312.0% |
| HOWE & RUSLING INC | 9,518 | +168 | $4.3M | +$653.1K | 1.8% |
| OAK RIDGE INVESTMENTS LLC | 2,940 | +1,126 | $1.3M | +$622.4K | 62.1% |
| SECTORAL ASSET MANAGEMENT INC | 8,005 | +290 | $3.6M | +$607.6K | 3.8% |
| NORDEN GROUP LLC | 3,368 | +1,016 | $1.5M | +$605.8K | 43.2% |
| Elefante Mark B | 7,015 | +352 | $3.2M | +$570.8K | 5.3% |
| HighPoint Advisor Group LLC | 5,148 | +644 | $2.3M | +$570.0K | 14.3% |
| RITHOLTZ WEALTH MANAGEMENT | 4,412 | +759 | $2.0M | +$569.5K | 20.8% |
| CIBC Private Wealth Group LLC | 7,087 | +289 | $3.2M | +$550.6K | 4.3% |
| AE Wealth Management LLC | 2,730 | +958 | $1.2M | +$543.7K | 54.1% |
| RMR Wealth Builders | 5,789 | +466 | $2.6M | +$539.8K | 8.8% |
| Smartleaf Asset Management LLC | 3,985 | +752 | $1.8M | +$530.1K | 23.3% |
| OPPENHEIMER & CO INC | 4,272 | +668 | $1.9M | +$525.3K | 18.5% |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,664 | +722 | $1.7M | +$508.9K | 24.5% |
| Notis-McConarty Edward | 7,854 | +50 | $3.6M | +$504.3K | 0.6% |
| Portside Wealth Group, LLC | 4,314 | +571 | $2.0M | +$489.9K | 15.3% |
| Westerkirk Capital Inc. | 5,071 | +429 | $2.3M | +$481.0K | 9.2% |
| Codex Capital Asset Management L.L.C. | 7,320 | +70 | $3.3M | +$479.2K | 1.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,587 | +657 | $1.6M | +$478.8K | 22.4% |
| RDA Financial Network | 6,839 | +130 | $3.1M | +$473.0K | 1.9% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 6,237 | +188 | $2.8M | +$458.6K | 3.1% |
| COMMERCE BANK | 6,999 | +67 | $3.2M | +$458.2K | 1.0% |
| Freedom Day Solutions, LLC | 6,027 | +213 | $2.7M | +$455.5K | 3.7% |
| RWA WEALTH PARTNERS, LLC | 2,637 | +747 | $1.2M | +$455.4K | 39.5% |
| Qtron Investments LLC | 2,602 | +728 | $1.2M | +$445.7K | 38.8% |
| Glenview Trust co | 7,005 | +24 | $3.2M | +$441.7K | 0.3% |
| Cambria Investment Management, L.P. | 4,585 | +404 | $2.1M | +$441.2K | 9.7% |
| MAI Capital Management | 2,564 | +718 | $1.2M | +$439.8K | 38.9% |
| Meeder Advisory Services, Inc. | 6,065 | +153 | $2.7M | +$434.3K | 2.6% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 1,537 | +800 | $734.6K | +$423.3K | 108.5% |
| Vision Capital Management, Inc. | 6,595 | +29 | $3.0M | +$418.4K | 0.4% |
| MILESTONE ASSET MANAGEMENT, LLC | 3,139 | +561 | $1.4M | +$413.4K | 21.8% |
| SIGNATUREFD, LLC | 5,305 | +202 | $2.4M | +$406.6K | 4.0% |
| Ballentine Partners, LLC | 5,290 | +200 | $2.4M | +$404.8K | 3.9% |
| HALL LAURIE J TRUSTEE | 6,030 | +80 | $2.7M | +$403.5K | 1.3% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,027 | +697 | $919.0K | +$398.1K | 52.4% |
| D.A. DAVIDSON & CO. | 5,251 | +154 | $2.4M | +$384.4K | 3.0% |
| Blue Trust, Inc. | 1,337 | +769 | $606.3K | +$383.8K | 135.4% |
| Wealthcare Advisory Partners LLC | 5,259 | +130 | $2.4M | +$375.5K | 2.5% |
| MATTERN CAPITAL MANAGEMENT, LLC | 3,689 | +377 | $1.7M | +$375.3K | 11.4% |
| Advisory Services Network, LLC | 5,009 | +162 | $2.3M | +$372.6K | 3.3% |
| Parallel Advisors, LLC | 5,189 | +134 | $2.4M | +$372.6K | 2.6% |
| WIMMER ASSOCIATES 1, LLC | 5,526 | +71 | $2.5M | +$368.9K | 1.3% |
| Generali Investments, Management Co LLC | 2,347 | +550 | $1.1M | +$360.3K | 30.6% |
| CWA Asset Management Group, LLC | 3,789 | +320 | $1.7M | +$359.2K | 9.2% |
| Prudent Man Advisors, LLC | 2,129 | +578 | $965.2K | +$357.8K | 37.3% |
| Advisory Resource Group | 3,619 | +335 | $1.6M | +$354.6K | 10.2% |
| May Hill Capital, LLC | 1,332 | +692 | $603.9K | +$353.2K | 108.1% |
| Signature Wealth Management Group | 4,324 | +213 | $2.0M | +$350.3K | 5.2% |
| MBM WEALTH CONSULTANTS, LLC | 3,925 | +275 | $1.8M | +$350.0K | 7.5% |
| Integrated Wealth Concepts LLC | 4,721 | +147 | $2.1M | +$348.7K | 3.2% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 10,375 | +587 | $4.7M | +$346.0K | 6.0% |
| TFR Capital, LLC. | 5,026 | +91 | $2.3M | +$345.8K | 1.8% |
| SYON CAPITAL LLC | 3,208 | +369 | $1.5M | +$342.5K | 13.0% |
| TD Waterhouse Canada Inc. | 5,731 | +134 | $2.6M | +$335.7K | 2.4% |
| Texas Yale Capital Corp. | 4,269 | +181 | $1.9M | +$334.4K | 4.4% |
| Sound View Wealth Advisors Group, LLC | 3,870 | +241 | $1.8M | +$333.2K | 6.6% |
| OARSMAN CAPITAL, INC. | 4,790 | +74 | $2.2M | +$324.6K | 1.6% |
| Nilsine Partners, LLC | 3,781 | +229 | $1.7M | +$323.0K | 6.4% |
| Central Pacific Bank - Trust Division | 5,026 | +24 | $2.3M | +$319.6K | 0.5% |
| FIRST MANHATTAN CO. LLC. | 2,059 | +479 | $933.5K | +$314.7K | 30.3% |
| SUMMIT SECURITIES GROUP LLC | 763 | +679 | $345.9K | +$313.0K | 808.3% |
| E Fund Management (Hong Kong) Co., Ltd. | 860 | +616 | $405.9K | +$310.4K | 252.4% |
| WHITTIER TRUST CO | 1,975 | +449 | $925.1K | +$309.6K | 29.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2,136 | +451 | $968.4K | +$308.5K | 26.8% |
| GREENLEAF TRUST | 4,742 | +39 | $2.1M | +$308.0K | 0.8% |
| Simplicity Wealth,LLC | 2,418 | +405 | $1.1M | +$307.9K | 20.1% |
| Virtus Investment Advisers, LLC | 1,511 | +545 | $685.0K | +$306.7K | 56.4% |
| MATHER GROUP, LLC. | 4,425 | +86 | $2.0M | +$306.6K | 2.0% |
| GKV Capital Management Co., Inc. | 4,305 | +100 | $2.0M | +$304.9K | 2.4% |
| ICICI Prudential Asset Management Co Ltd | 4,071 | +134 | $1.8M | +$303.7K | 3.4% |
| Icon Wealth Advisors, LLC | 3,743 | +176 | $1.7M | +$299.9K | 4.9% |
| JT Stratford LLC | 4,094 | +119 | $1.9M | +$299.3K | 3.0% |
| MN Wealth Advisors, LLC | 3,150 | +266 | $1.4M | +$298.6K | 9.2% |
| INTRUST BANK NA | 3,473 | +211 | $1.6M | +$297.0K | 6.5% |
| Community Bank, N.A. | 3,127 | +265 | $1.4M | +$296.7K | 9.3% |
| LVW Advisors, LLC | 1,474 | +503 | $668.3K | +$288.0K | 51.8% |
| Quadcap Wealth Management, LLC | 1,790 | +453 | $811.5K | +$287.9K | 33.9% |
| MISSION WEALTH MANAGEMENT, LP | 4,056 | +89 | $1.8M | +$285.0K | 2.2% |
| Stratos Wealth Partners, LTD. | 3,299 | +207 | $1.5M | +$284.7K | 6.7% |
| JOURNEY STRATEGIC WEALTH LLC | 1,441 | +487 | $653.3K | +$279.7K | 51.0% |
| MONTAG A & ASSOCIATES INC | 797 | +587 | $361.3K | +$279.0K | 279.5% |
| Snowden Capital Advisors LLC | 3,918 | +87 | $1.8M | +$275.9K | 2.3% |
| HARRELL INVESTMENT PARTNERS, LLC | 4,377 | +12 | $2.0M | +$274.9K | 0.3% |
| STRATEGY ASSET MANAGERS LLC | 3,191 | +198 | $1.4M | +$274.5K | 6.6% |
| Avior Wealth Management, LLC | 3,302 | +164 | $1.5M | +$268.1K | 5.2% |
| Mattson Financial Services, LLC | 4,085 | +39 | $1.9M | +$267.4K | 1.0% |
| Frank, Rimerman Advisors LLC | 3,282 | +162 | $1.5M | +$266.0K | 5.2% |
| MEEDER ASSET MANAGEMENT INC | 625 | +569 | $283.4K | +$261.4K | 1016.1% |
| Arax Advisory Partners | 1,976 | +337 | $895.7K | +$253.5K | 20.6% |
| PANAGORA ASSET MANAGEMENT INC | 3,485 | +77 | $1.6M | +$245.3K | 2.3% |
| Savvy Advisors, Inc. | 1,760 | +341 | $797.9K | +$242.2K | 24.0% |
| Independent Advisor Alliance | 3,300 | +74 | $1.5M | +$232.7K | 2.3% |
| Versant Capital Management, Inc | 696 | +478 | $315.5K | +$230.2K | 219.3% |
| Midwest Professional Planners, LTD. | 3,524 | +28 | $1.6M | +$228.5K | 0.8% |
| HUB Investment Partners, LLC | 1,406 | +361 | $637.4K | +$228.2K | 34.5% |
| Blue Chip Partners, LLC | 1,691 | +316 | $766.6K | +$228.1K | 23.0% |
| Sculati Wealth Management, LLC | 3,360 | +32 | $1.5M | +$219.9K | 1.0% |
| Souders Financial Advisors | 2,006 | +242 | $909.4K | +$218.6K | 13.7% |
| EVOKE WEALTH, LLC | 1,354 | +342 | $613.8K | +$217.5K | 33.8% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3,978 | +28 | $1.9M | +$216.9K | 0.7% |
| MGO ONE SEVEN LLC | 2,335 | +185 | $1.1M | +$216.6K | 8.6% |
| WEALTH ALLIANCE, LLC | 1,565 | +306 | $709.5K | +$216.4K | 24.3% |
| WESTPAC BANKING CORP | 2,605 | +131 | $1.2M | +$212.1K | 5.3% |
| United Asset Strategies, Inc. | 3,010 | +66 | $1.4M | +$211.6K | 2.2% |
| DAVIS R M INC | 1,135 | +360 | $514.4K | +$211.0K | 46.5% |
| Fairfield Financial Advisors, LTD | 1,098 | +355 | $497.8K | +$206.8K | 47.8% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1,191 | +339 | $540.0K | +$206.3K | 39.8% |
| MWA Asset Management | 3,216 | +18 | $1.5M | +$205.5K | 0.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 3,109 | +28 | $1.4M | +$202.9K | 0.9% |
| Everhart Financial Group, Inc. | 2,251 | +163 | $1.0M | +$202.8K | 7.8% |
| Legacy Financial Advisors, Inc. | 2,975 | +49 | $1.3M | +$202.6K | 1.7% |
| Portfolio Design Labs, LLC | 1,205 | +316 | $546.3K | +$198.1K | 35.5% |
| Regal Investment Advisors LLC | 2,540 | +97 | $1.2M | +$194.7K | 4.0% |
| Legacy Capital Wealth Partners, LLC | 1,727 | +224 | $783.0K | +$194.3K | 14.9% |
| ALPS ADVISORS INC | 2,498 | +99 | $1.1M | +$192.9K | 4.1% |
| Ashton Thomas Private Wealth, LLC | 2,503 | +89 | $1.1M | +$189.3K | 3.7% |
| Prestige Wealth Management Group LLC | 497 | +420 | $218.8K | +$188.6K | 545.5% |
| FIDELIS CAPITAL PARTNERS, LLC | 2,155 | +136 | $977.0K | +$186.3K | 6.7% |
| Lifeworks Advisors, LLC | 2,923 | +9 | $1.3M | +$184.1K | 0.3% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 1,266 | +268 | $574.0K | +$183.1K | 26.9% |
| Parkside Financial Bank & Trust | 1,002 | +308 | $454.3K | +$182.5K | 44.4% |
| DRIVE WEALTH MANAGEMENT, LLC | 1,653 | +203 | $749.2K | +$181.3K | 14.0% |
| UMB Bank, n.a. | 1,986 | +148 | $900.4K | +$180.5K | 8.1% |
| Dakota Wealth Management | 2,623 | +43 | $1.2M | +$178.7K | 1.7% |
| Legacy Capital Group California, Inc. | 2,502 | +62 | $1.1M | +$178.7K | 2.5% |
| GraniteShares Advisors LLC | 2,564 | +42 | $1.2M | +$174.7K | 1.7% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,831 | +156 | $830.1K | +$174.1K | 9.3% |
| Optas, LLC | 1,035 | +271 | $469.2K | +$170.0K | 35.5% |
| CATALYST FINANCIAL PARTNERS LLC | 1,332 | +218 | $603.9K | +$167.6K | 19.6% |
| AdvisorNet Financial, Inc | 2,268 | +69 | $1.0M | +$167.0K | 3.1% |
| Impact Capital Partners LLC | 2,226 | +75 | $1.0M | +$166.8K | 3.5% |
| Great Lakes Retirement, Inc. | 1,909 | +120 | $865.5K | +$164.8K | 6.7% |
| SWS Partners | 2,531 | +13 | $1.1M | +$161.7K | 0.5% |
| Prospera Financial Services Inc | 2,285 | +52 | $1.0M | +$161.5K | 2.3% |
| Brown Financial Advisors | 2,368 | +39 | $1.1M | +$161.4K | 1.7% |
| BridgePort Financial Solutions, LLC | 1,209 | +218 | $548.1K | +$160.0K | 22.0% |
| Premier Path Wealth Partners, LLC | 1,808 | +118 | $819.9K | +$157.8K | 7.0% |
| Advisory Alpha, LLC | 2,014 | +162 | $913.1K | +$155.9K | 8.7% |
| Global Assets Advisory, LLC | 1,694 | +130 | $768.0K | +$155.5K | 8.3% |
| Larson Financial Group LLC | 1,087 | +224 | $492.8K | +$154.8K | 25.9% |
| GUIDANCE CAPITAL, INC | 1,797 | +167 | $839.8K | +$153.0K | 10.2% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1,768 | +109 | $801.5K | +$151.8K | 6.6% |
| PDS Planning, Inc | 1,317 | +174 | $597.1K | +$149.4K | 15.2% |
| Venture Visionary Partners LLC | 1,154 | +197 | $523.2K | +$148.4K | 20.6% |
| Pinnacle Wealth Planning Services, Inc. | 1,518 | +138 | $688.0K | +$147.7K | 10.0% |
| Mayflower Financial Advisors, LLC | 1,408 | +155 | $638.3K | +$147.6K | 12.4% |
| PERSONAL CFO SOLUTIONS, LLC | 1,344 | +165 | $609.3K | +$147.6K | 14.0% |
| West Family Investments, Inc. | 2,328 | +5 | $1.1M | +$145.6K | 0.2% |
| PFG Investments, LLC | 2,143 | +25 | $971.5K | +$142.1K | 1.2% |
| Advisors Capital Management, LLC | 1,652 | +100 | $749.1K | +$141.2K | 6.4% |
| Fortis Capital Advisors, LLC | 2,104 | +27 | $953.9K | +$140.4K | 1.3% |
| ALTFEST L J & CO INC | 1,824 | +67 | $826.9K | +$138.8K | 3.8% |
| Moss Adams Wealth Advisors LLC | 848 | +220 | $384.6K | +$138.5K | 35.0% |
| Resonant Capital Advisors, LLC | 1,566 | +102 | $710.0K | +$136.6K | 7.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 1,168 | +164 | $529.5K | +$136.3K | 16.3% |
| Capital Investment Advisors, LLC | 1,171 | +162 | $530.9K | +$135.7K | 16.1% |
| Koshinski Asset Management, Inc. | 1,456 | +117 | $660.1K | +$135.7K | 8.7% |
| World Investment Advisors | 1,972 | +541 | $695.5K | +$135.0K | 37.8% |
| Continuum Advisory, LLC | 1,632 | +86 | $739.9K | +$134.4K | 5.6% |
| TD PRIVATE CLIENT WEALTH LLC | 1,843 | +52 | $835.6K | +$134.1K | 2.9% |
| Chesley Taft & Associates LLC | 782 | +219 | $354.5K | +$134.0K | 38.9% |
| Davis Investment Partners, LLC | 2,556 | +27 | $1.2M | +$133.4K | 1.1% |
| PRESILIUM PRIVATE WEALTH, LLC | 2,127 | +3 | $964.3K | +$132.5K | 0.1% |
| Cynosure Group, LLC | 1,079 | +161 | $489.2K | +$129.7K | 17.5% |
| EverSource Wealth Advisors, LLC | 1,091 | +159 | $494.3K | +$129.6K | 17.1% |
| HBK Sorce Advisory LLC | 835 | +171 | $399.2K | +$128.2K | 25.8% |
| Breakwater Capital Group | 1,975 | +14 | $895.4K | +$127.4K | 0.7% |
| Sigma Planning Corp | 1,686 | +54 | $764.3K | +$125.2K | 3.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 669,807 | +213,474 | $303.7K | +$125.1K | 46.8% |
| TWIN CAPITAL MANAGEMENT INC | 1,919 | +14 | $870.0K | +$123.9K | 0.7% |
| TOWNSQUARE CAPITAL LLC | 1,007 | +152 | $456.5K | +$121.7K | 17.8% |
| Avidian Wealth Enterprises, LLC | 1,354 | +97 | $613.9K | +$121.6K | 7.7% |
| Perennial Investment Advisors, LLC | 1,359 | +96 | $615.7K | +$121.0K | 7.6% |
| Goelzer Investment Management, Inc. | 1,870 | +4 | $847.8K | +$117.0K | 0.2% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 595 | +203 | $269.7K | +$116.2K | 51.8% |
| Kensington Investment Counsel, LLC | 1,574 | +48 | $713.6K | +$115.9K | 3.1% |
| Alta Wealth Advisors LLC | 1,625 | +29 | $736.7K | +$111.7K | 1.8% |
| Platform Technology Partners | 1,304 | +70 | $591.2K | +$107.9K | 5.7% |
| Legacy Wealth Asset Management, LLC | 1,483 | +41 | $672.3K | +$107.6K | 2.8% |
| 1248 Management, LLC | 1,343 | +62 | $608.9K | +$107.2K | 4.8% |
| Great Diamond Partners, LLC | 1,416 | +44 | $642.0K | +$104.6K | 3.2% |
| VISTA INVESTMENT MANAGEMENT | 1,649 | +1 | $747.6K | +$102.2K | 0.1% |
| Accurate Wealth Management, LLC | 1,262 | +83 | $585.5K | +$99.8K | 7.0% |
| Soltis Investment Advisors LLC | 874 | +116 | $396.3K | +$99.5K | 15.3% |
| BankPlus Trust Department | 1,356 | +33 | $614.8K | +$96.6K | 2.5% |
| AGH Wealth Advisors, LLC | 1,006 | +71 | $456.1K | +$89.9K | 7.6% |
| Founders Financial Alliance, LLC | 1,101 | +56 | $499.1K | +$89.9K | 5.3% |
| Meridian Wealth Management, LLC | 810 | +101 | $367.2K | +$89.5K | 14.2% |
| Redhawk Wealth Advisors, Inc. | 1,156 | +46 | $524.1K | +$89.4K | 4.1% |
| Sage Capital Advisors,llc | 1,104 | +53 | $500.3K | +$88.9K | 5.0% |
| AA Financial Advisors, LLC | 846 | +85 | $383.5K | +$85.5K | 11.2% |
| ROMAN BUTLER FULLERTON & CO | 1,604 | +10 | $749.5K | +$84.6K | 0.6% |
| SALEM INVESTMENT COUNSELORS INC | 494 | +135 | $224.0K | +$83.4K | 37.6% |
| Washington Trust Advisors, Inc. | 483 | +134 | $218.9K | +$82.3K | 38.4% |
| Second Line Capital, LLC | 1,144 | +29 | $518.6K | +$82.0K | 2.6% |
| Manchester Capital Management LLC | 405 | +141 | $183.6K | +$80.2K | 53.4% |
| Ancora Advisors LLC | 899 | +62 | $407.7K | +$79.8K | 7.4% |
| Williams Jones Wealth Management, LLC. | 1,155 | +21 | $523.6K | +$79.5K | 1.9% |
| KEYNOTE FINANCIAL SERVICES LLC | 1,166 | +12 | $528.6K | +$76.7K | 1.0% |
| DEFINED WEALTH MANAGEMENT, LLC | 974 | +42 | $441.6K | +$76.6K | 4.5% |
| DELTA FINANCIAL ADVISORS LLC | 872 | +56 | $395.3K | +$75.8K | 6.9% |
| Jacobi Capital Management LLC | 1,061 | +19 | $481.0K | +$72.9K | 1.8% |
| Essex Financial Services, Inc. | 866 | +48 | $392.6K | +$72.2K | 5.9% |
| Turtle Creek Wealth Advisors, LLC | 723 | +70 | $327.8K | +$72.0K | 10.7% |
| Optimize Financial Inc | 1,084 | +12 | $491.4K | +$71.6K | 1.1% |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 1,043 | +16 | $472.7K | +$70.6K | 1.6% |
| Independence Bank of Kentucky | 876 | +40 | $397.1K | +$69.7K | 4.8% |
| Cullen/Frost Bankers, Inc. | 590 | +85 | $267.5K | +$69.7K | 16.8% |
| EVERPAR ADVISORS LLC | 798 | +45 | $361.8K | +$66.9K | 6.0% |
| Park Place Capital Corp | 625 | +70 | $283.4K | +$66.0K | 12.6% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,053 | +2 | $477.2K | +$65.7K | 0.2% |
| Nautilus Advisors LLC | 710 | +50 | $321.9K | +$63.4K | 7.6% |
| RICHARDSON FINANCIAL SERVICES INC. | 952 | +10 | $431.6K | +$62.7K | 1.1% |
| CYBER HORNET ETFs LLC | 734 | +39 | $332.8K | +$60.6K | 5.6% |
| Diversified Trust Co | 661 | +50 | $299.7K | +$60.4K | 8.2% |
| Western Wealth Management, LLC | 628 | +52 | $284.7K | +$59.0K | 9.0% |
| Cornerstone Planning Group LLC | 124 | +7 | $59.3K | +$58.7K | 6.0% |
| Guardian Asset Advisors, LLC | 885 | +10 | $401.2K | +$58.5K | 1.1% |
| CURA WEALTH ADVISORS, LLC | 760 | +26 | $344.4K | +$57.0K | 3.5% |
| Granite Bay Wealth Management, LLC | 902 | +2 | $408.9K | +$56.5K | 0.2% |
| Quent Capital, LLC | 557 | +56 | $252.5K | +$56.3K | 11.2% |
| Pinnacle Wealth Management Advisory Group, LLC | 780 | +15 | $353.6K | +$54.0K | 2.0% |
| CHILDRESS CAPITAL ADVISORS, LLC | 730 | +22 | $331.1K | +$53.8K | 3.1% |
| ICW Investment Advisors LLC | 664 | +32 | $301.0K | +$53.6K | 5.1% |
| FourThought Financial Partners, LLC | 748 | +18 | $339.1K | +$53.2K | 2.5% |
| Elyxium Wealth, LLC | 568 | +46 | $257.4K | +$53.1K | 8.8% |
| Bridgewater Advisors Inc. | 1,076 | +7 | $496.3K | +$51.4K | 0.7% |
| Trek Financial, LLC | 593 | +37 | $268.8K | +$51.1K | 6.7% |
| Financial Engines Advisors L.L.C. | 653 | +25 | $296.0K | +$50.1K | 4.0% |
| Physician Wealth Advisors, Inc. | 712 | +14 | $322.8K | +$49.4K | 2.0% |
| EARNED WEALTH ADVISORS, LLC | 650 | +21 | $294.6K | +$48.3K | 3.3% |
| ATALANTA SOSNOFF CAPITAL, LLC | 773 | +2 | $350.2K | +$48.2K | 0.3% |
| WASHINGTON TRUST Co | 734 | +6 | $332.8K | +$47.7K | 0.8% |
| Regent Peak Wealth Advisors LLC | 567 | +31 | $257.1K | +$47.1K | 5.8% |
| GRIMES & COMPANY, INC. | 636 | +15 | $288.5K | +$45.2K | 2.4% |
| Mason & Associates Inc | 665 | +10 | $301.5K | +$45.0K | 1.5% |
| Centurion Wealth Management LLC | 603 | +18 | $273.4K | +$44.3K | 3.1% |
| Relyea Zuckerberg Hanson LLC | 576 | +22 | $261.1K | +$44.2K | 4.0% |
| CoreCap Advisors, LLC | 520 | +30 | $235.7K | +$43.8K | 6.1% |
| MCF Advisors LLC | 254 | +71 | $115.2K | +$43.5K | 38.8% |
| Confluence Wealth Services, Inc. | 545 | +21 | $247.1K | +$41.9K | 4.0% |
| Costello Asset Management, INC | 601 | +12 | $272.5K | +$41.8K | 2.0% |
| HARBOUR INVESTMENTS, INC. | 493 | +29 | $223.5K | +$41.8K | 6.3% |
| Abundance Wealth Counselors | 663 | +1 | $300.6K | +$41.3K | 0.1% |
| Kingsview Wealth Management, LLC | 574 | +13 | $260.2K | +$40.5K | 2.3% |
| ADIRONDACK TRUST CO | 483 | +26 | $219.0K | +$40.0K | 5.7% |
| ROTHSCHILD INVESTMENT LLC | 387 | +41 | $175.4K | +$39.9K | 11.8% |
| NBC SECURITIES, INC. | 246 | +58 | $111.5K | +$37.9K | 30.9% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 601 | +1 | $272.5K | +$37.5K | 0.2% |
| PRIVATE TRUST CO NA | 540 | +8 | $244.8K | +$36.4K | 1.5% |
| Nvest Financial, LLC | 554 | +5 | $251.2K | +$36.2K | 0.9% |
| Strengthening Families & Communities, LLC | 87 | +77 | $39.4K | +$35.5K | 770.0% |
| BLB&B Advisors, LLC | 528 | +7 | $239.4K | +$35.3K | 1.3% |
| Tillman Hartley LLC | 540 | +4 | $244.8K | +$34.9K | 0.7% |
| Root Financial Partners, LLC | 269 | +46 | $122.0K | +$34.6K | 20.6% |
| Elm Partners Management LLC | 531 | +1 | $240.7K | +$33.2K | 0.2% |
| Crewe Advisors LLC | 504 | +3 | $228.5K | +$32.3K | 0.6% |
| Deseret Mutual Benefit Administrators | 396 | +18 | $179.5K | +$31.5K | 4.8% |
| SG Americas Securities, LLC | 115,899 | +55,837 | $52.5K | +$29.0K | 93.0% |
| Itau Unibanco Holding S.A. | 138 | +47 | $62.6K | +$26.9K | 51.6% |
| CVA Family Office, LLC | 393 | +5 | $178.2K | +$26.2K | 1.3% |
| LRI Investments, LLC | 374 | +5 | $169.4K | +$24.7K | 1.4% |
| IMG Wealth Management, Inc. | 68 | +50 | $30.8K | +$23.8K | 277.8% |
| REAP Financial Group, LLC | 182 | +29 | $82.5K | +$22.6K | 18.9% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 257 | +16 | $116.5K | +$22.1K | 6.6% |
| Clearstead Trust, LLC | 161 | +29 | $73.0K | +$21.3K | 22.0% |
| TRUST CO OF VERMONT | 245 | +14 | $111.1K | +$20.6K | 6.1% |
| Sound Income Strategies, LLC | 520 | +14 | $229.5K | +$19.6K | 2.8% |
| Bell Investment Advisors, Inc | 132 | +27 | $59.8K | +$18.7K | 25.7% |
| WPG Advisers, LLC | 245 | +9 | $111.1K | +$18.6K | 3.8% |
| Archer Investment Corp | 74 | +35 | $33.5K | +$18.3K | 89.7% |
| Evelyn Partners Asset Management Ltd | 47 | +38 | $21.3K | +$17.3K | 422.2% |
| Dogwood Wealth Management LLC | 39 | +38 | $17.7K | +$17.3K | 3800.0% |
| JFS WEALTH ADVISORS, LLC | 114 | +25 | $51.7K | +$16.8K | 28.1% |
| ST GERMAIN D J CO INC | 161 | +16 | $73.0K | +$16.2K | 11.0% |
| Rosenberg Matthew Hamilton | 184 | +11 | $83.4K | +$15.7K | 6.3% |
| GHP Investment Advisors, Inc. | 125 | +20 | $56.8K | +$15.6K | 19.0% |
| Handelsbanken Fonder AB | 216,331 | +1,571 | $98.1K | +$14.0K | 0.7% |
| FARMERS & MERCHANTS INVESTMENTS INC | 170 | +4 | $77.1K | +$12.1K | 2.4% |
| High Note Wealth, LLC | 85 | +17 | $38.5K | +$11.9K | 25.0% |
| North Star Investment Management Corp. | 62 | +19 | $28.1K | +$11.3K | 44.2% |
| Financial Network Wealth Advisors LLC | 99 | +13 | $44.9K | +$11.2K | 15.1% |
| Clayton Financial Group LLC | 77 | +15 | $34.9K | +$10.6K | 24.2% |
| Turning Point Benefit Group, Inc. | 24 | +23 | $10.9K | +$10.5K | 2300.0% |
| ACADIAN ASSET MANAGEMENT LLC | 22,210 | +21,953 | $10.1K | +$10.0K | 8542.0% |
| Westside Investment Management, Inc. | 179 | +3 | $80.9K | +$9.8K | 1.7% |
| SouthState Corp | 62 | +15 | $28.1K | +$9.7K | 31.9% |
| Triumph Capital Management | 116 | +6 | $52.6K | +$9.5K | 5.5% |
| VAN ECK ASSOCIATES CORP | 149,451 | +395 | $67.8K | +$9.4K | 0.3% |
| RATIONAL ADVISORS, INC. | 84 | +10 | $38.1K | +$9.1K | 13.5% |
| Signature Resources Capital Management, LLC | 24 | +18 | $10.9K | +$8.5K | 300.0% |
| First Command Advisory Services, Inc. | 79 | +9 | $35.8K | +$8.4K | 12.8% |
| Mowery & Schoenfeld Wealth Management, LLC | 21 | +17 | $9.5K | +$8.0K | 425.0% |
| Legacy Wealth Managment, LLC/ID | 72 | +6 | $32.6K | +$6.8K | 9.1% |
| ELEVATION WEALTH PARTNERS, LLC | 26 | +13 | $11.8K | +$6.7K | 100.0% |
| Marquette Asset Management, LLC | 42 | +10 | $19.0K | +$6.5K | 31.3% |
| EVOLUTION WEALTH MANAGEMENT INC. | 14 | +13 | $6.3K | +$5.9K | 1300.0% |
| WestEnd Advisors, LLC | 19 | +12 | $8.6K | +$5.9K | 171.4% |
| Daiwa Securities Group Inc. | 70,595 | +3,368 | $32.0K | +$5.7K | 5.0% |
| Stone House Investment Management, LLC | 77 | +2 | $34.9K | +$5.5K | 2.7% |
| Reyes Financial Architecture, Inc. | 15 | +7 | $6.8K | +$3.7K | 87.5% |
| WealthCollab, LLC | 20 | +6 | $9.1K | +$3.6K | 42.9% |
| Quaker Wealth Management, LLC | 48 | +1 | $21.8K | +$3.4K | 2.1% |
| Bay Harbor Wealth Management, LLC | 15 | +6 | $6.8K | +$3.3K | 66.7% |
| iA Global Asset Management Inc. | 37,685 | +1,843 | $17.1K | +$3.0K | 5.1% |
| HFM Investment Advisors, LLC | 8 | +6 | $3.6K | +$2.8K | 300.0% |
| Vestcor Inc | 36,690 | +1,424 | $16.6K | +$2.8K | 4.0% |
| DiNuzzo Private Wealth, Inc. | 26 | +3 | $11.8K | +$2.8K | 13.0% |
| HORIZON FINANCIAL SERVICES, LLC | 17 | +4 | $7.7K | +$2.6K | 30.8% |
| Harvest Fund Management Co., Ltd | 54,198 | +3,527 | $24.4K | +$2.6K | 7.0% |
| Mascoma Wealth Management LLC | 17 | +3 | $7.7K | +$2.2K | 21.4% |
| Dunhill Financial, LLC | 21 | +2 | $9.5K | +$2.2K | 10.5% |
| Rakuten Securities, Inc. | 21 | +2 | $9.5K | +$2.1K | 10.5% |
| True Wealth Design, LLC | 12 | +2 | $5.4K | +$1.7K | 20.0% |
| Ceeto Capital Group, LLC | 4,756 | +2,700 | $2.2K | +$1.4K | 131.3% |
| American Capital Advisory, LLC | 7 | +2 | $3.2K | +$1.2K | 40.0% |
| Peloton Wealth Strategists | 9,040 | +1,165 | $4.1K | +$1.0K | 14.8% |
| Quantitative Investment Management, LLC | 3,657 | +1,985 | $1.7K | +$1.0K | 118.7% |
| CWM, LLC | 7,343 | +1,401 | $3.3K | +$1.0K | 23.6% |
| Cambridge Investment Research Advisors, Inc. | 14,357 | +240 | $6.5K | +$980 | 1.7% |
| Rialto Wealth Management, LLC | 3 | +2 | $1.4K | +$969 | 200.0% |
| Gulf International Bank (UK) Ltd | 12,916 | +37 | $5.9K | +$812 | 0.3% |
| PayPay Securities Corp | 6 | +1 | $2.7K | +$800 | 20.0% |
| Hughes Financial Services, LLC | 5 | +1 | $2.3K | +$582 | 25.0% |
| ROSS\JOHNSON & Associates LLC | 2 | +1 | $907 | +$515 | 100.0% |
| Harel Insurance Investments & Financial Services Ltd. | 2,436 | +379 | $1.1K | +$298 | 18.4% |
| INGALLS & SNYDER LLC | 3,227 | +12 | $1.5K | +$204 | 0.4% |
| CX Institutional | 1,938 | +132 | $879 | +$172 | 7.3% |
| NATURAL INVESTMENTS, LLC | 1,173 | +225 | $531 | +$160 | 23.7% |
| Covestor Ltd | 484 | +262 | $220 | +$133 | 118.0% |
| Hanson & Doremus Investment Management | 554 | +20 | $251 | +$42 | 3.7% |
| Centerpoint Advisors, LLC | 87 | +55 | $39 | +$27 | 171.9% |
| Capital Advisors, Ltd. LLC | 77 | +27 | $35 | +$15 | 54.0% |
| GW&K Investment Management, LLC | 151 | +8 | $68 | +$12 | 5.6% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 78 | +8 | $35 | +$8 | 11.4% |
| Avion Wealth | 34 | +12 | $15 | +$7 | 54.5% |