13F QoQ Ownership Changes
WEC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 179 new · 496 added · 634 reduced · 141 exited
New Positions(179)
Added To(496)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 41,099,951 | +819,627 | $4.33B | -$281.3M | 2.0% |
| FRANKLIN RESOURCES INC | 3,357,608 | +2,136,542 | $354.1M | +$214.2M | 175.0% |
| STATE STREET CORP | 20,702,822 | +457,538 | $2.18B | -$136.6M | 2.3% |
| Squarepoint Ops LLC | 974,433 | +799,887 | $102.8M | +$82.8M | 458.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,838,003 | +88,557 | $928.7M | -$70.1M | 1.0% |
| WELLS FARGO & COMPANY/MN | 8,287,021 | +51,070 | $873.9M | -$69.8M | 0.6% |
| Qube Research & Technologies Ltd | 986,732 | +519,932 | $104.1M | +$50.6M | 111.4% |
| BANK OF AMERICA CORP /DE/ | 7,431,413 | +159,020 | $783.7M | -$49.6M | 2.2% |
| London & Capital Asset Management Ltd | 495,308 | +463,810 | $52.2M | +$48.6M | 1472.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,336,861 | +52,467 | $562.8M | -$42.6M | 1.0% |
| DEUTSCHE BANK AG\ | 6,125,438 | +159,867 | $646.0M | -$37.6M | 2.7% |
| Soroban Capital Partners LP | 1,387,672 | +289,772 | $159.0M | +$33.2M | 26.4% |
| Pictet Asset Management Holding SA | 482,309 | +318,846 | $50.9M | +$32.1M | 195.1% |
| Invesco Ltd. | 4,523,069 | +91,788 | $477.0M | -$30.8M | 2.1% |
| NORTHERN TRUST CORP | 3,641,145 | +48,903 | $384.0M | -$27.6M | 1.4% |
| Energy Income Partners, LLC | 742,959 | +298,463 | $78.4M | +$27.4M | 67.1% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 301,876 | +282,953 | $28.9M | +$26.7M | 1495.3% |
| UBS Group AG | 1,701,892 | +359,627 | $179.5M | +$25.7M | 26.8% |
| BARCLAYS PLC | 1,004,010 | +308,320 | $104.6M | +$24.9M | 44.3% |
| VICTORY CAPITAL MANAGEMENT INC | 659,644 | +218,539 | $69.6M | +$19.0M | 49.5% |
| EVENTIDE ASSET MANAGEMENT, LLC | 206,717 | +174,952 | $21.8M | +$18.2M | 550.8% |
| TUDOR INVESTMENT CORP ET AL | 167,483 | +156,283 | $17.7M | +$16.4M | 1395.4% |
| PARK NATIONAL CORP /OH/ | 135,010 | +131,724 | $14.2M | +$13.9M | 4008.6% |
| REAVES W H & CO INC | 377,501 | +141,501 | $39.8M | +$12.8M | 60.0% |
| MILLENNIUM MANAGEMENT LLC | 213,799 | +126,106 | $22.5M | +$12.5M | 143.8% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 126,464 | +114,662 | $13.3M | +$12.0M | 971.5% |
| BlackRock, Inc. | 32,904,253 | +2,526,042 | $3.47B | -$11.0M | 8.3% |
| STIFEL FINANCIAL CORP | 1,179,730 | +7,710 | $124.4M | -$9.9M | 0.7% |
| RAYMOND JAMES FINANCIAL INC | 2,056,074 | +245,288 | $216.8M | +$9.3M | 13.5% |
| Amundi | 578,554 | +126,786 | $61.0M | +$9.3M | 28.1% |
| DIMENSIONAL FUND ADVISORS LP | 1,243,873 | +26,870 | $131.2M | -$8.3M | 2.2% |
| Assenagon Asset Management S.A. | 195,684 | +86,249 | $20.6M | +$8.1M | 78.8% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 529,319 | +109,745 | $55.8M | +$7.7M | 26.1% |
| IFM Investors Pty Ltd | 70,818 | +3,685 | $7.5K | -$7.6M | 5.5% |
| Jefferies Financial Group Inc. | 84,779 | +71,089 | $8.9M | +$7.4M | 519.3% |
| Quantinno Capital Management LP | 214,484 | +75,867 | $22.6M | +$6.7M | 54.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 125,025 | +66,596 | $13.2M | +$6.5M | 114.0% |
| 1832 Asset Management L.P. | 268,305 | +77,364 | $28.3M | +$6.4M | 40.5% |
| Baird Financial Group, Inc. | 487,198 | +86,807 | $51.4M | +$5.5M | 21.7% |
| CREDIT AGRICOLE S A | 80,089 | +50,369 | $8.4M | +$5.0M | 169.5% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 658,310 | +8,621 | $69.4M | -$5.0M | 1.3% |
| B. Metzler seel. Sohn & Co. AG | 153,690 | +54,720 | $16.2M | +$4.9M | 55.3% |
| LPL Financial LLC | 973,688 | +39,610 | $102.7M | -$4.4M | 4.2% |
| MAIRS & POWER INC | 1,908,774 | +114,923 | $201.3M | -$4.3M | 6.4% |
| CI INVESTMENTS INC. | 40,355 | +3,683 | $4.3M | +$4.3M | 10.0% |
| Vestmark Advisory Solutions, Inc. | 47,510 | +40,307 | $5.0M | +$4.2M | 559.6% |
| AlphaQuest LLC | 39,903 | +37,379 | $4.2M | +$3.9M | 1480.9% |
| DARK FOREST CAPITAL MANAGEMENT LP | 43,048 | +36,794 | $4.5M | +$3.8M | 588.3% |
| Retirement Systems of Alabama | 420,964 | +542 | $44.4M | -$3.8M | 0.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 142,526 | +43,999 | $15.0M | +$3.7M | 44.6% |
| BANK OF MONTREAL /CAN/ | 558,924 | +12,331 | $58.9M | -$3.7M | 2.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 682,944 | +86,092 | $72.0M | +$3.6M | 14.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 384,796 | +1,279 | $40.6M | -$3.4M | 0.3% |
| NBC SECURITIES, INC. | 32,386 | +31,756 | $3.4M | +$3.3M | 5040.6% |
| NEUBERGER BERMAN GROUP LLC | 406,332 | +4,725 | $42.9M | -$3.2M | 1.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 66,143 | +32,795 | $7.0M | +$3.2M | 98.3% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 371,669 | +2,236 | $39.2M | -$3.1M | 0.6% |
| Corient Private Wealth LLC | 296,623 | +80,140 | $21.7M | -$3.1M | 37.0% |
| JANE STREET GROUP, LLC | 98,089 | +34,362 | $10.3M | +$3.0M | 53.9% |
| CITIGROUP INC | 323,183 | +982 | $34.1M | -$2.8M | 0.3% |
| Rathbones Group PLC | 787,535 | +38,600 | $83.1M | -$2.8M | 5.2% |
| LAZARD ASSET MANAGEMENT LLC | 22,584 | +22,462 | $2.4M | +$2.4M | 18411.5% |
| Walleye Capital LLC | 33,987 | +23,249 | $3.6M | +$2.4M | 216.5% |
| Brevan Howard Capital Management LP | 25,655 | +22,545 | $2.7M | +$2.3M | 724.9% |
| NISA INVESTMENT ADVISORS, LLC | 270,669 | +1,132 | $28.5M | -$2.3M | 0.4% |
| Volterra Technologies LP | 23,405 | +21,494 | $2.5M | +$2.2M | 1124.8% |
| HighTower Advisors, LLC | 244,939 | +400 | $25.8M | -$2.2M | 0.2% |
| STRS OHIO | 239,300 | +163 | $25.2M | -$2.2M | 0.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 314,629 | +6,294 | $33.2M | -$2.2M | 2.0% |
| HUNTINGTON NATIONAL BANK | 274,584 | +3,236 | $29.0M | -$2.1M | 1.2% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,130 | +18,227 | $2.4M | +$1.9M | 371.8% |
| BRAUN STACEY ASSOCIATES INC | 226,593 | +1,803 | $23.9M | -$1.9M | 0.8% |
| Entropy Technologies, LP | 23,697 | +18,058 | $2.5M | +$1.9M | 320.2% |
| PATTON FUND MANAGEMENT, INC. | 44,812 | +19,585 | $4.7M | +$1.8M | 77.6% |
| Empire Life Investments Inc. | 198,977 | +51 | $21.0M | -$1.8M | 0.0% |
| CIBC Asset Management Inc | 194,119 | +30,014 | $20.5M | +$1.7M | 18.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 158,492 | +26,881 | $16.7M | +$1.6M | 20.4% |
| Ransom Advisory, Ltd | 24,636 | +19,586 | $2.2M | +$1.6M | 387.8% |
| Mitsubishi UFJ Trust & Banking Corp | 279,378 | +8,698 | $29.5M | -$1.6M | 3.2% |
| DDD Partners, LLC | 172,937 | +904 | $18.2M | -$1.5M | 0.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 698,377 | +62,243 | $74.4M | +$1.5M | 9.8% |
| Chevy Chase Trust Holdings, LLC | 166,802 | +857 | $17.6M | -$1.4M | 0.5% |
| GROUP ONE TRADING LLC | 22,636 | +13,481 | $2.4M | +$1.3M | 147.3% |
| Magnetar Financial LLC | 15,269 | +12,351 | $1.6M | +$1.3M | 423.3% |
| Walleye Trading LLC | 75,645 | +16,920 | $8.0M | +$1.2M | 28.8% |
| ALLSTATE CORP | 24,477 | +12,728 | $2.6M | +$1.2M | 108.3% |
| Creative Planning | 145,538 | +21,070 | $15.3M | +$1.1M | 16.9% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1,336,094 | +97,092 | $140.9M | -$1.1M | 7.8% |
| Thomasville National Bank | 197,050 | +6,786 | $20.8M | -$1.0M | 3.6% |
| Brentview Investment Management LLC | 47,137 | +12,484 | $5.0M | +$1.0M | 36.0% |
| Aberdeen Group plc | 161,181 | +3,628 | $17.0M | -$997.6K | 2.3% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 13,143 | +9,724 | $1.4M | +$994.2K | 284.4% |
| NICOLET ADVISORY SERVICES, LLC | 138,208 | +3,692 | $14.5M | -$984.4K | 2.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 112,314 | +422 | $11.8M | -$977.1K | 0.4% |
| Woodline Partners LP | 55,438 | +12,900 | $5.8M | +$972.1K | 30.3% |
| Sagefield Capital LP | 73,342 | +14,200 | $7.7M | +$957.6K | 24.0% |
| AE Wealth Management LLC | 178,008 | +6,238 | $18.8M | -$910.0K | 3.6% |
| AQR CAPITAL MANAGEMENT LLC | 641,413 | +42,690 | $67.6M | -$874.5K | 7.1% |
| HFR Wealth Management, LLC | 103,388 | +732 | $10.9M | -$860.1K | 0.7% |
| ROCKLAND TRUST CO | 114,507 | +1,811 | $12.1M | -$837.9K | 1.6% |
| AlphaCore Capital LLC | 21,005 | +8,669 | $2.2M | +$801.6K | 70.3% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 89,184 | +157 | $9.4M | -$796.3K | 0.2% |
| NOMURA ASSET MANAGEMENT CO LTD | 138,081 | +4,147 | $14.6M | -$785.5K | 3.1% |
| NICHOLAS COMPANY, INC. | 50,635 | +10,875 | $5.3M | +$783.9K | 27.4% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 82,819 | +13,371 | $8.7M | +$776.0K | 19.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 57,017 | +11,151 | $6.0M | +$757.2K | 24.3% |
| Beacon Pointe Advisors, LLC | 25,277 | +8,422 | $2.7M | +$734.2K | 50.0% |
| Mirae Asset Global Investments Co., Ltd. | 53,220 | +10,606 | $5.6M | +$729.4K | 24.9% |
| Cetera Investment Advisers | 231,673 | +14,035 | $24.2M | -$727.5K | 6.4% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 35,000 | +9,000 | $3.7M | +$711.8K | 34.6% |
| Security National Bank | 17,027 | +7,472 | $1.8M | +$700.8K | 78.2% |
| MUFG Securities EMEA plc | 13,336 | +7,175 | $1.4M | +$700.4K | 116.5% |
| Legacy Wealth Managment, LLC/ID | 6,693 | +6,631 | $705.8K | +$698.7K | 10695.2% |
| Pacer Advisors, Inc. | 35,938 | +8,806 | $3.8M | +$681.0K | 32.5% |
| COMMERCE BANK | 78,928 | +367 | $8.3M | -$678.6K | 0.5% |
| Verity & Verity, LLC | 133,502 | +4,762 | $14.1M | -$673.2K | 3.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 389,066 | +36,832 | $41.0M | +$668.4K | 10.4% |
| FORSTA AP-FONDEN | 94,000 | +13,200 | $9.9M | +$654.4K | 16.3% |
| MATTERN CAPITAL MANAGEMENT, LLC | 85,136 | +1,150 | $9.0M | -$645.5K | 1.4% |
| MARTINGALE ASSET MANAGEMENT L P | 11,483 | +6,305 | $1.2M | +$617.6K | 121.8% |
| D. E. Shaw & Co., Inc. | 139,000 | +5,737 | $14.7M | -$611.7K | 4.3% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 67,194 | +105 | $7.1M | -$601.5K | 0.1% |
| MGO ONE SEVEN LLC | 21,765 | +6,952 | $2.3M | +$597.9K | 46.9% |
| COUNTRY TRUST BANK | 255,685 | +15,182 | $27.0M | -$594.7K | 6.3% |
| ASSETMARK, INC | 180,068 | +9,198 | $19.0M | -$590.0K | 5.4% |
| Investment Management Corp of Ontario | 21,698 | +6,816 | $2.3M | +$582.9K | 45.8% |
| TRUIST FINANCIAL CORP | 187,408 | +9,923 | $19.8M | -$573.9K | 5.6% |
| MML INVESTORS SERVICES, LLC | 262,008 | +15,948 | $27.6M | -$564.6K | 6.5% |
| Chicago Capital, LLC | 10,935 | +5,297 | $1.2M | +$507.1K | 94.0% |
| Tyche Wealth Partners LLC | 6,654 | +4,872 | $701.8K | +$497.5K | 273.4% |
| &PARTNERS | 169,422 | +9,403 | $17.9M | -$494.0K | 5.9% |
| Gotham Asset Management, LLC | 197,366 | +19,794 | $20.8M | +$466.2K | 11.1% |
| Banque Cantonale Vaudoise | 4,341 | +1,598 | $457.0K | +$456.7K | 58.3% |
| Utah Retirement Systems | 53,098 | +357 | $5.6M | -$443.9K | 0.7% |
| Waverly Advisors, LLC | 10,638 | +4,701 | $1.1M | +$441.5K | 79.2% |
| NEOS Investment Management LLC | 45,121 | +7,422 | $4.8M | +$438.5K | 19.7% |
| Orion Porfolio Solutions, LLC | 57,423 | +996 | $6.1M | -$410.1K | 1.8% |
| National Pension Service | 406,903 | +35,904 | $42.9M | +$399.2K | 9.7% |
| Marks Group Wealth Management, Inc | 15,287 | +4,659 | $1.6M | +$394.3K | 43.8% |
| Envestnet Portfolio Solutions, Inc. | 54,864 | +1,084 | $5.8M | -$376.6K | 2.0% |
| Prestige Wealth Management Group LLC | 4,756 | +3,779 | $483.6K | +$371.7K | 386.8% |
| Revisor Wealth Management LLC | 7,672 | +3,614 | $824.1K | +$362.0K | 89.0% |
| Tidal Investments LLC | 7,454 | +3,749 | $786.1K | +$361.5K | 101.2% |
| BLAIR WILLIAM & CO/IL | 41,462 | +157 | $4.4M | -$360.6K | 0.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 41,124 | +238 | $4.3M | -$348.2K | 0.6% |
| Sequoia Financial Advisors, LLC | 10,920 | +3,853 | $1.2M | +$341.8K | 54.5% |
| Global Retirement Partners, LLC | 28,968 | +5,260 | $3.1M | +$338.3K | 22.2% |
| Czech National Bank | 85,775 | +4,028 | $9.0M | -$321.6K | 4.9% |
| Blueshift Asset Management, LLC | 5,330 | +3,173 | $562.1K | +$314.9K | 147.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 34,922 | +40 | $3.7M | -$314.3K | 0.1% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 44,501 | +885 | $4.7M | -$304.9K | 2.0% |
| QRG CAPITAL MANAGEMENT, INC. | 20,337 | +4,226 | $2.1M | +$298.6K | 26.2% |
| Trilogy Capital Inc. | 29,060 | +4,895 | $3.1M | +$295.6K | 20.3% |
| FIRST AMERICAN BANK | 34,770 | +201 | $3.7M | -$294.4K | 0.6% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 37,239 | +500 | $3.9M | -$282.7K | 1.4% |
| Metis Global Partners, LLC | 33,861 | +315 | $3.6M | -$273.1K | 0.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 30,250 | +38 | $3.2M | -$271.8K | 0.1% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 46,201 | +1,314 | $4.9M | -$271.2K | 2.9% |
| Somerset Trust Co | 36,699 | +592 | $3.9M | -$267.2K | 1.6% |
| UMB Bank, n.a. | 6,390 | +2,741 | $673.9K | +$255.8K | 75.1% |
| ALPS ADVISORS INC | 11,015 | +3,051 | $1.2M | +$249.0K | 38.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 36,084 | +717 | $3.8M | -$247.3K | 2.0% |
| MSH Capital Advisors LLC | 10,697 | +2,911 | $1.1M | +$235.9K | 37.4% |
| Caprock Group, LLC | 8,908 | +2,341 | $939.5K | +$233.6K | 35.6% |
| Concurrent Investment Advisors, LLC | 33,646 | +4,689 | $3.5M | +$230.1K | 16.2% |
| FEDERATED HERMES, INC. | 2,207,597 | +173,977 | $232.8M | -$219.3K | 8.6% |
| United Capital Management of KS, Inc. | 40,537 | +1,321 | $4.3M | -$218.7K | 3.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 23,355 | +3,729 | $2.5M | +$214.1K | 19.0% |
| Steward Partners Investment Advisory, LLC | 39,105 | +1,344 | $4.1M | -$202.9K | 3.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,974 | +1,097 | $3.8M | -$202.7K | 3.1% |
| Icon Wealth Advisors, LLC | 13,432 | +2,806 | $1.4M | +$199.0K | 26.4% |
| Private Advisor Group, LLC | 28,056 | +508 | $3.0M | -$197.9K | 1.8% |
| OSAIC HOLDINGS, INC. | 245,519 | +11,563 | $25.9M | +$192.3K | 4.9% |
| Farther Finance Advisors, LLC | 13,557 | +2,741 | $1.4M | +$190.3K | 25.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 48,456 | +2,206 | $5.1M | -$189.7K | 4.8% |
| BROWN ADVISORY INC | 25,775 | +407 | $2.7M | -$188.6K | 1.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | 19,779 | +3,219 | $2.1M | +$188.4K | 19.4% |
| Colonial Trust Co / SC | 20,780 | +15 | $2.2M | -$188.0K | 0.1% |
| Hartford Funds Management Co LLC | 6,723 | +2,142 | $709.2K | +$184.1K | 46.8% |
| Buckley Wealth Management, LLC | 8,901 | +2,287 | $938.7K | +$180.8K | 34.6% |
| World Investment Advisors | 28,541 | +3,710 | $2.7M | -$178.0K | 14.9% |
| Kera Capital Partners, Inc. | 4,025 | +1,689 | $445.4K | +$177.8K | 72.3% |
| M&T Bank Corp | 16,968 | +2,891 | $1.8M | +$176.4K | 20.5% |
| Clearstead Advisors, LLC | 8,620 | +2,217 | $909.1K | +$175.4K | 34.6% |
| Compound Planning, Inc. | 7,888 | +2,091 | $831.8K | +$167.6K | 36.1% |
| Annex Advisory Services, LLC | 114,136 | +7,638 | $12.0M | -$166.9K | 7.2% |
| MORTON COMMUNITY BANK | 44,500 | +1,875 | $4.9M | +$162.3K | 4.4% |
| Focus Partners Wealth | 46,123 | +4,715 | $4.9M | +$157.2K | 11.4% |
| Vident Advisory, LLC | 26,443 | +749 | $2.8M | -$155.6K | 2.9% |
| MIZUHO SECURITIES USA LLC | 23,686 | +243 | $2.7M | +$155.3K | 1.0% |
| Diversified Enterprises, LLC | 3,384 | +1,551 | $356.9K | +$146.8K | 84.6% |
| Wealthspire Advisors, LLC | 11,621 | +2,199 | $1.2M | +$145.9K | 23.3% |
| CAPTRUST FINANCIAL ADVISORS | 34,923 | +1,510 | $3.7M | -$145.8K | 4.5% |
| Crossmark Global Holdings, Inc. | 16,437 | +2,541 | $1.7M | +$141.1K | 18.3% |
| Nicholson Wealth Management Group, LLC | 17,751 | +192 | $1.9M | -$140.1K | 1.1% |
| Castellan Group | 35,149 | +1,593 | $3.7M | -$138.4K | 4.7% |
| Callan Family Office, LLC | 8,590 | +1,892 | $905.9K | +$138.4K | 28.2% |
| apricus wealth, LLC | 27,740 | +1,020 | $2.9M | -$136.4K | 3.8% |
| D.A. DAVIDSON & CO. | 26,318 | +3,257 | $2.8M | +$133.0K | 14.1% |
| Ashton Thomas Private Wealth, LLC | 48,005 | +2,669 | $5.1M | -$132.5K | 5.9% |
| Canada Post Corp Registered Pension Plan | 7,452 | +1,710 | $785.9K | +$130.0K | 29.8% |
| NewEdge Wealth, LLC | 12,473 | +1,870 | $1.3M | +$129.5K | 17.6% |
| HighPoint Advisor Group LLC | 31,598 | +3,630 | $3.3M | +$127.4K | 13.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 14,943 | +98 | $1.6M | -$125.2K | 0.7% |
| Atria Investments, Inc | 75,277 | +4,935 | $7.9M | -$121.8K | 7.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 43,074 | +4,237 | $4.6M | +$119.4K | 10.9% |
| Geneos Wealth Management Inc. | 16,175 | +247 | $1.7M | -$119.3K | 1.6% |
| EverSource Wealth Advisors, LLC | 4,173 | +1,358 | $440.2K | +$117.5K | 48.2% |
| ICW Investment Advisors LLC | 14,608 | +141 | $1.5M | -$117.3K | 1.0% |
| LANDAAS & CO /WI /ADV | 12,808 | +1 | $1.4M | -$117.2K | 0.0% |
| CWS Financial Advisors, LLC | 5,651 | +1,456 | $595.9K | +$115.2K | 34.7% |
| Stablepoint Partners, LLC | 13,558 | +84 | $1.4M | -$114.2K | 0.6% |
| GAMMA Investing LLC | 21,189 | +701 | $2.2M | -$113.1K | 3.4% |
| ProShare Advisors LLC | 72,709 | +4,816 | $7.7M | -$112.0K | 7.1% |
| CONNING INC. | 12,623 | +29 | $1.3M | -$111.9K | 0.2% |
| JANUS HENDERSON GROUP PLC | 20,379 | +650 | $2.1M | -$111.4K | 3.3% |
| Stonebridge Financial Group, LLC | 20,569 | +690 | $2.2M | -$108.7K | 3.5% |
| MAI Capital Management | 8,548 | +1,629 | $901.5K | +$108.6K | 23.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,706 | +4,907 | $5.2M | +$108.5K | 10.9% |
| Kovack Advisors, Inc. | 4,088 | +1,259 | $431.1K | +$106.9K | 44.5% |
| Merit Financial Group, LLC | 66,908 | +6,264 | $7.1M | +$106.8K | 10.3% |
| Avestar Capital, LLC | 3,203 | +1,175 | $337.8K | +$105.4K | 57.9% |
| International Private Wealth Advisors LLC | 3,866 | +1,227 | $407.7K | +$105.3K | 46.5% |
| Rafferty Asset Management, LLC | 35,822 | +1,941 | $3.8M | -$104.6K | 5.7% |
| Aprio Wealth Management, LLC | 3,428 | +1,155 | $361.5K | +$101.1K | 50.8% |
| Sterling Capital Management LLC | 21,349 | +824 | $2.3M | -$100.5K | 4.0% |
| WHITTIER TRUST CO | 1,332 | +973 | $141.1K | +$100.5K | 271.0% |
| Aaron Wealth Advisors LLC | 6,082 | +1,360 | $641.4K | +$100.3K | 28.8% |
| McGlone Suttner Wealth Management, Inc. | 11,394 | +34 | $1.2M | -$100.1K | 0.3% |
| Horizon Investments, LLC | 15,930 | +396 | $1.7M | -$100.1K | 2.5% |
| StoneX Group Inc. | 2,830 | +1,066 | $298.4K | +$96.3K | 60.4% |
| SYON CAPITAL LLC | 6,405 | +1,344 | $675.5K | +$95.5K | 26.6% |
| AGF MANAGEMENT LTD | 11,364 | +74 | $1.2M | -$95.3K | 0.7% |
| DEFINED WEALTH MANAGEMENT, LLC | 2,968 | +1,063 | $313.0K | +$94.7K | 55.8% |
| Arkadios Wealth Advisors | 12,143 | +1,744 | $1.3M | +$89.1K | 16.8% |
| Coastal Bridge Advisors, LLC | 11,251 | +131 | $1.2M | -$87.8K | 1.2% |
| PRECEDENT WEALTH PARTNERS, LLC | 11,614 | +1,686 | $1.2M | +$87.2K | 17.0% |
| Wealth Architects, LLC | 9,701 | +14 | $1.0M | -$87.0K | 0.1% |
| N.E.W. Advisory Services LLC | 38,346 | +3,813 | $4.0M | +$86.8K | 11.0% |
| Meiji Yasuda Asset Management Co Ltd. | 11,546 | +164 | $1.2M | -$86.6K | 1.4% |
| Wilmington Savings Fund Society, FSB | 9,940 | +38 | $1.0M | -$86.4K | 0.4% |
| NORDEN GROUP LLC | 9,742 | +30 | $1.0M | -$85.7K | 0.3% |
| Portfolio Design Labs, LLC | 13,555 | +334 | $1.4M | -$85.6K | 2.5% |
| Ethic Inc. | 17,264 | +648 | $1.8M | -$83.3K | 3.9% |
| Belpointe Asset Management LLC | 37,014 | +3,672 | $3.9M | +$82.8K | 11.0% |
| JONES FINANCIAL COMPANIES LLLP | 25,669 | +2,418 | $2.7M | +$82.0K | 10.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 28,506 | +1,565 | $3.0M | -$80.9K | 5.8% |
| Chicago Partners Investment Group LLC | 2,914 | +845 | $317.9K | +$79.6K | 40.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10,393 | +134 | $1.1M | -$79.5K | 1.3% |
| Glenview Trust co | 3,723 | +988 | $392.6K | +$79.2K | 36.1% |
| Ariston Services Group | 3,351 | +950 | $353.4K | +$78.3K | 39.6% |
| Prospera Financial Services Inc | 11,362 | +1,565 | $1.2M | +$75.5K | 16.0% |
| XPONANCE, INC. | 50,493 | +3,368 | $5.3M | -$75.1K | 7.1% |
| Obermeyer Wealth Partners | 8,179 | +11 | $862.6K | -$73.4K | 0.1% |
| Vantage Financial Partners, LLC | 8,538 | +48 | $900.4K | -$72.5K | 0.6% |
| PFG Investments, LLC | 8,190 | +25 | $863.7K | -$71.9K | 0.3% |
| Empowered Funds, LLC | 25,007 | +1,378 | $2.6M | -$70.4K | 5.8% |
| MUFG SECURITIES AMERICAS INC. | 8,764 | +84 | $924.3K | -$70.4K | 1.0% |
| STOCK YARDS BANK & TRUST CO | 12,983 | +425 | $1.4M | -$69.8K | 3.4% |
| FIRST UNITED BANK & TRUST | 7,705 | +1,210 | $812.6K | +$68.3K | 18.6% |
| OneDigital Investment Advisors LLC | 7,817 | +32 | $824.4K | -$67.7K | 0.4% |
| PUREfi Wealth, LLC | 3,209 | +832 | $338.4K | +$66.0K | 35.0% |
| Rosenberg Matthew Hamilton | 882 | +630 | $93.0K | +$64.1K | 250.0% |
| Astoria Portfolio Advisors LLC. | 2,391 | +533 | $276.9K | +$64.0K | 28.7% |
| Winch Advisory Services, LLC | 7,746 | +61 | $816.9K | -$63.7K | 0.8% |
| Kestra Advisory Services, LLC | 38,687 | +2,530 | $4.1M | -$63.4K | 7.0% |
| Hills Bank & Trust Co | 1,873 | +702 | $197.5K | +$63.3K | 59.9% |
| North Star Investment Management Corp. | 7,289 | +29 | $768.7K | -$63.2K | 0.4% |
| Richmond Investment Services, LLC | 13,267 | +1,593 | $1.4M | +$61.2K | 13.6% |
| DAVENPORT & Co LLC | 53,764 | +4,817 | $5.7M | +$61.2K | 9.8% |
| Avantax Planning Partners, Inc. | 7,616 | +73 | $803.2K | -$61.2K | 1.0% |
| Bayforest Capital Ltd | 631 | +573 | $66.5K | +$59.9K | 987.9% |
| TWIN CITY PRIVATE WEALTH, LLC | 12,726 | +1,535 | $1.3M | +$59.8K | 13.7% |
| Essex Financial Services, Inc. | 2,736 | +739 | $288.5K | +$59.7K | 37.0% |
| Robertson Stephens Wealth Management, LLC | 4,149 | +851 | $437.6K | +$59.6K | 25.8% |
| Verdence Capital Advisors LLC | 5,886 | +56 | $620.7K | -$59.5K | 1.0% |
| Sound View Wealth Advisors Group, LLC | 8,008 | +120 | $844.5K | -$59.4K | 1.5% |
| Ellenbecker Investment Group | 21,324 | +1,207 | $2.2M | -$56.3K | 6.0% |
| Trust Co | 1,368 | +600 | $144.3K | +$56.3K | 78.1% |
| Vise Technologies, Inc. | 13,041 | +1,521 | $1.4M | +$55.2K | 13.2% |
| Bank & Trust Co | 9,516 | +284 | $1.0M | -$54.3K | 3.1% |
| Ballentine Partners, LLC | 5,933 | +1 | $625.7K | -$54.1K | 0.0% |
| Aviso Financial Inc. | 14,089 | +653 | $1.5M | -$53.8K | 4.9% |
| Aptus Capital Advisors, LLC | 6,644 | +61 | $700.7K | -$53.7K | 0.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 19,409 | +1,907 | $2.1M | +$53.3K | 10.9% |
| JOURNEY STRATEGIC WEALTH LLC | 6,352 | +44 | $669.9K | -$53.0K | 0.7% |
| Cullen/Frost Bankers, Inc. | 2,237 | +636 | $235.9K | +$52.4K | 39.7% |
| AssuredPartners Investment Advisors, LLC | 3,277 | +716 | $345.6K | +$52.1K | 27.9% |
| SIERRA SUMMIT ADVISORS LLC | 7,975 | +183 | $841.0K | -$51.8K | 2.3% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 3,230 | +708 | $340.6K | +$51.6K | 28.1% |
| Stonebridge Capital Advisors LLC | 6,808 | +96 | $718.0K | -$51.1K | 1.4% |
| CENTRAL TRUST Co | 5,675 | +11 | $598.5K | -$50.6K | 0.2% |
| INTEGRITY ALLIANCE, LLC. | 3,605 | +725 | $380.3K | +$50.2K | 25.2% |
| Integrated Advisors Network LLC | 7,165 | +135 | $755.6K | -$49.9K | 1.9% |
| Focus Financial Network, Inc. | 5,965 | +51 | $629.0K | -$48.6K | 0.9% |
| Moors & Cabot, Inc. | 5,542 | +31 | $584.4K | -$47.1K | 0.6% |
| Federation des caisses Desjardins du Quebec | 10,123 | +397 | $1.1M | -$46.9K | 4.1% |
| Sigma Planning Corp | 12,338 | +546 | $1.3M | -$46.9K | 4.6% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 4,767 | +787 | $502.7K | +$46.6K | 19.8% |
| Turning Point Benefit Group, Inc. | 7,646 | +916 | $806.3K | +$45.9K | 13.6% |
| Fox Hill Wealth Management | 18,022 | +1,042 | $1.9M | -$45.1K | 6.1% |
| Cerro Pacific Wealth Advisors LLC | 6,226 | +103 | $656.6K | -$45.0K | 1.7% |
| OPPENHEIMER & CO INC | 14,745 | +1,556 | $1.6M | +$43.7K | 11.8% |
| Faithward Advisors, LLC | 4,965 | +18 | $523.6K | -$43.3K | 0.4% |
| City State Bank | 5,592 | +77 | $589.7K | -$42.2K | 1.4% |
| BROADWATER CAPITAL MANAGEMENT LLC | 2,606,680 | +2,417,440 | $20.4M | -$41.2K | 1277.4% |
| Chesley Taft & Associates LLC | 4,570 | +9 | $482.0K | -$40.7K | 0.2% |
| Thrive Wealth Management, LLC | 5,348 | +76 | $564.0K | -$40.1K | 1.4% |
| Haverford Trust Co | 4,594 | +17 | $484.5K | -$40.0K | 0.4% |
| Apollon Financial, LLC | 20,409 | +1,278 | $2.2M | -$39.9K | 6.7% |
| Alpha Cubed Investments, LLC | 4,860 | +41 | $512.5K | -$39.7K | 0.8% |
| First Bank & Trust | 3,800 | +645 | $400.7K | +$39.2K | 20.4% |
| Intrua Financial, LLC | 8,285 | +326 | $873.7K | -$38.2K | 4.1% |
| MACKENZIE FINANCIAL CORP | 44,700 | +3,064 | $4.7M | -$38.2K | 7.3% |
| T. Rowe Price Investment Management, Inc. | 414,028 | +355,144 | $43.7K | +$36.9K | 603.1% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 4,444 | +35 | $468.7K | -$36.5K | 0.8% |
| Crewe Advisors LLC | 4,350 | +28 | $458.7K | -$36.5K | 0.6% |
| GREENLEAF TRUST | 7,352 | +272 | $775.3K | -$36.0K | 3.8% |
| OLD SECOND NATIONAL BANK OF AURORA | 4,196 | +25 | $442.5K | -$35.4K | 0.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,680 | +69 | $493.6K | -$34.8K | 1.5% |
| Lido Advisors, LLC | 20,994 | +525 | $2.4M | +$34.6K | 2.6% |
| Drake & Associates, LLC | 10,214 | +892 | $1.1M | +$34.5K | 9.6% |
| MOODY LYNN & LIEBERSON, LLC | 4,052 | +22 | $427.3K | -$34.5K | 0.5% |
| Elevated Capital Advisors, LLC | 6,002 | +186 | $633.0K | -$33.5K | 3.2% |
| Snowden Capital Advisors LLC | 8,354 | +379 | $881.1K | -$32.8K | 4.8% |
| STEPHENS INC /AR/ | 5,854 | +752 | $617.3K | +$32.8K | 14.7% |
| Fulton Bank, N.A. | 11,081 | +602 | $1.2M | -$32.2K | 5.7% |
| Raleigh Capital Management Inc. | 7,391 | +308 | $779.5K | -$32.2K | 4.3% |
| Advisors Capital Management, LLC | 5,185 | +136 | $546.9K | -$31.8K | 2.7% |
| Segment Wealth Management, LLC | 4,871 | +111 | $513.7K | -$31.8K | 2.3% |
| Insight Wealth Strategies, LLC | 3,744 | +27 | $394.8K | -$31.2K | 0.7% |
| BRADLEY FOSTER & SARGENT INC/CT | 7,235 | +845 | $763.0K | +$30.8K | 13.2% |
| FINANCIAL ADVISORY PARTNERS, LLC | 4,861 | +119 | $512.6K | -$30.7K | 2.5% |
| Centennial Wealth Advisory LLC | 5,226 | +149 | $551.3K | -$30.6K | 2.9% |
| Meeder Advisory Services, Inc. | 9,486 | +500 | $1.0M | -$29.4K | 5.6% |
| Guinness Asset Management LTD | 1,032 | +328 | $109.1K | +$28.7K | 46.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,099 | +79 | $432.2K | -$28.5K | 2.0% |
| AdvisorNet Financial, Inc | 3,708 | +49 | $391.0K | -$28.2K | 1.3% |
| Dorsey & Whitney Trust CO LLC | 65,817 | +5,484 | $6.9M | +$27.5K | 9.1% |
| STRATEGY ASSET MANAGERS LLC | 3,424 | +34 | $361.1K | -$27.4K | 1.0% |
| CWA Asset Management Group, LLC | 3,435 | +36 | $362.3K | -$27.2K | 1.1% |
| Nilsine Partners, LLC | 3,583 | +49 | $377.9K | -$27.1K | 1.4% |
| AVAII WEALTH MANAGEMENT, LLC | 3,199 | +19 | $337.3K | -$27.1K | 0.6% |
| Howard Capital Management Inc. | 2,490 | +432 | $262.6K | +$26.8K | 21.0% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 3,246 | +488 | $342.3K | +$26.3K | 17.7% |
| Providence Wealth Advisors, LLC | 2,547 | +9 | $266.2K | -$26.2K | 0.3% |
| Summit Financial, LLC | 10,721 | +626 | $1.1M | -$26.1K | 6.2% |
| SG Americas Securities, LLC | 283,291 | +247,321 | $29.9K | +$25.8K | 687.6% |
| True Vision MN LLC | 3,126 | +25 | $329.7K | -$25.7K | 0.8% |
| BEACON INVESTMENT ADVISORS LLC | 2,898 | +7 | $305.7K | -$25.6K | 0.2% |
| Sound Income Strategies, LLC | 2,215 | +323 | $240.6K | +$25.1K | 17.1% |
| DAHRING | CUSMANO LLC | 3,006 | +24 | $317.0K | -$24.7K | 0.8% |
| Clarius Group, LLC | 2,961 | +23 | $312.3K | -$24.4K | 0.8% |
| HBK Sorce Advisory LLC | 6,057 | +500 | $674.9K | +$23.2K | 9.0% |
| Quest 10 Wealth Builders, Inc. | 230 | +220 | $24.3K | +$23.2K | 2200.0% |
| QUADRANT CAPITAL GROUP LLC | 2,812 | +25 | $296.6K | -$22.8K | 0.9% |
| Bowman & Co S.C. | 2,635 | +11 | $278.0K | -$22.8K | 0.4% |
| Walkner Condon Financial Advisors LLC | 2,984 | +40 | $314.7K | -$22.7K | 1.4% |
| TITLEIST ASSET MANAGEMENT, LLC | 2,497 | +5 | $263.4K | -$22.2K | 0.2% |
| Midwest Trust Co | 7,773 | +808 | $819.7K | +$21.6K | 11.6% |
| Jacobi Capital Management LLC | 3,114 | +64 | $328.4K | -$21.1K | 2.1% |
| ATTICUS WEALTH MANAGEMENT, LLC | 2,541 | +19 | $268.0K | -$21.1K | 0.8% |
| Patriot Financial Group Insurance Agency, LLC | 8,659 | +506 | $913.2K | -$21.1K | 6.2% |
| PRINCIPAL SECURITIES, INC. | 31,630 | +2,699 | $3.3M | +$20.6K | 9.3% |
| SPIREPOINT PRIVATE CLIENT, LLC | 2,339 | +8 | $246.7K | -$20.4K | 0.3% |
| HARBOR INVESTMENT ADVISORY, LLC | 278 | +200 | $29.3K | +$20.4K | 256.4% |
| WEST PACES ADVISORS INC. | 4,715 | +553 | $497.3K | +$20.3K | 13.3% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19,750 | +1,750 | $2.1M | +$20.2K | 9.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9,246 | +561 | $975.1K | -$20.1K | 6.5% |
| LIBERTY WEALTH MANAGEMENT LLC | 2,385 | +15 | $251.5K | -$20.1K | 0.6% |
| FSM Wealth Advisors, LLC | 2,826 | +51 | $298.0K | -$20.0K | 1.8% |
| TRUST CO OF VERMONT | 1,480 | +292 | $156.1K | +$19.9K | 24.6% |
| Continuum Advisory, LLC | 2,559 | +31 | $269.9K | -$19.8K | 1.2% |
| Inspire Investing, LLC | 3,108 | +416 | $327.8K | +$19.3K | 15.4% |
| Gateway Wealth Partners, LLC | 3,000 | +407 | $316.3K | +$19.2K | 15.7% |
| Tower Wealth Partners, Inc. | 2,362 | +23 | $249.1K | -$18.9K | 1.0% |
| Dana Investment Advisors, Inc. | 17,814 | +1,256 | $1.9M | -$18.7K | 7.6% |
| AMG National Trust Bank | 2,125 | +6 | $224.1K | -$18.7K | 0.3% |
| Argent Trust Co | 2,437 | +33 | $257.0K | -$18.5K | 1.4% |
| BROWN BROTHERS HARRIMAN & CO | 3,347 | +106 | $353.0K | -$18.4K | 3.3% |
| ProVise Management Group, LLC | 5,401 | +273 | $569.6K | -$18.0K | 5.3% |
| Optimize Financial Inc | 2,374 | +32 | $250.4K | -$18.0K | 1.4% |
| Capital Asset Advisory Services LLC | 2,825 | +58 | $299.3K | -$17.7K | 2.1% |
| Parkside Financial Bank & Trust | 2,691 | +61 | $283.8K | -$17.6K | 2.3% |
| Cambria Investment Management, L.P. | 2,395 | +344 | $252.6K | +$17.6K | 16.8% |
| Connecticut Wealth Management, LLC | 2,107 | +15 | $222.2K | -$17.5K | 0.7% |
| High Falls Advisors, Inc | 2,022 | +11 | $213.3K | -$17.2K | 0.5% |
| Cornerstone Planning Group LLC | 275 | +264 | $30.3K | +$17.1K | 2400.0% |
| KilterHowling LLC | 2,037 | +19 | $214.8K | -$16.4K | 0.9% |
| DANSKE BANK A/S | 5,559 | +300 | $586.3K | -$16.4K | 5.7% |
| Triumph Capital Management | 158 | +154 | $16.7K | +$16.2K | 3850.0% |
| Gryphon Financial Partners LLC | 2,938 | +375 | $309.8K | +$16.1K | 14.6% |
| Forvis Mazars Wealth Advisors, LLC | 9,465 | +615 | $998.1K | -$15.9K | 6.9% |
| Kerntke Otto McGlone Wealth Management Group | 2,120 | +39 | $223.6K | -$14.9K | 1.9% |
| E Fund Management (Hong Kong) Co., Ltd. | 151 | +136 | $16.6K | +$14.9K | 906.7% |
| Regal Investment Advisors LLC | 7,045 | +434 | $743.0K | -$14.5K | 6.6% |
| MILLER HOWARD INVESTMENTS INC /NY | 17,256 | +1,253 | $1.8M | -$14.0K | 7.8% |
| Alliance Wealth Advisors, LLC | 2,307 | +63 | $243.3K | -$13.8K | 2.8% |
| BESSEMER GROUP INC | 1,130,011 | +209,069 | $119.2K | +$13.6K | 22.7% |
| CFS Investment Advisory Services, LLC | 2,613 | +117 | $275.6K | -$13.5K | 4.7% |
| Park Place Capital Corp | 2,209 | +58 | $233.0K | -$13.5K | 2.7% |
| LRI Investments, LLC | 199 | +132 | $21.0K | +$13.3K | 197.0% |
| Phillips Wealth Planners LLC | 3,617 | +269 | $396.1K | +$12.6K | 8.0% |
| Florida Trust Wealth Management Co | 4,622 | +478 | $487.4K | +$12.6K | 11.5% |
| ZACKS INVESTMENT MANAGEMENT | 3,666 | +399 | $386.6K | +$12.2K | 12.2% |
| OLD REPUBLIC INTERNATIONAL CORP | 479,679 | +143,400 | $50.6K | +$12.1K | 42.6% |
| Sunbelt Securities, Inc. | 1,389 | +9 | $146.4K | -$11.7K | 0.7% |
| Pure Financial Advisors, LLC | 2,319 | +86 | $244.6K | -$11.3K | 3.9% |
| Gladwyn Financial Advisors, Inc. | 1,929 | +250 | $203.5K | +$11.0K | 14.9% |
| Smartleaf Asset Management LLC | 3,192 | +316 | $338.7K | +$10.1K | 11.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 2,223 | +90 | $234.4K | -$10.0K | 4.2% |
| Independent Wealth Network Inc. | 2,697 | +130 | $284.5K | -$9.7K | 5.1% |
| Activest Wealth Management | 185 | +97 | $19.5K | +$9.4K | 110.2% |
| GoalVest Advisory LLC | 294 | +104 | $31.0K | +$9.2K | 54.7% |
| Cypress Wealth Services, LLC | 3,167 | +172 | $334.0K | -$9.2K | 5.7% |
| Diversified Trust Co | 6,154 | +411 | $649.0K | -$9.1K | 7.2% |
| Inscription Capital, LLC | 2,036 | +91 | $214.7K | -$8.1K | 4.7% |
| First Command Advisory Services, Inc. | 1,873 | +79 | $197.5K | -$8.0K | 4.4% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 2,994 | +170 | $315.8K | -$7.8K | 6.0% |
| OAKWORTH CAPITAL, INC. | 951 | +142 | $100.3K | +$7.6K | 17.6% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 802 | +2 | $84.6K | -$7.1K | 0.3% |
| SBI Securities Co., Ltd. | 232 | +80 | $24.5K | +$7.0K | 52.6% |
| Annis Gardner Whiting Capital Advisors, LLC | 625 | +111 | $65.9K | +$7.0K | 21.6% |
| Joseph Group Capital Management | 800 | +124 | $84.4K | +$6.9K | 18.3% |
| SJS Investment Consulting Inc. | 888 | +12 | $93.7K | -$6.7K | 1.4% |
| Advisors Asset Management, Inc. | 15,931 | +1,328 | $1.7M | +$6.7K | 9.1% |
| JFS WEALTH ADVISORS, LLC | 165 | +68 | $17.4K | +$6.3K | 70.1% |
| LOOMIS SAYLES & CO L P | 770 | +112 | $81.2K | +$5.8K | 17.0% |
| Savvy Advisors, Inc. | 2,716 | +262 | $286.4K | +$5.2K | 10.7% |
| Rossby Financial, LCC | 873 | +12 | $92.1K | -$5.2K | 1.4% |
| Perennial Investment Advisors, LLC | 2,075 | +120 | $218.8K | -$5.2K | 6.1% |
| GHP Investment Advisors, Inc. | 573 | +4 | $60.4K | -$4.8K | 0.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,202 | +55 | $126.8K | -$4.7K | 4.8% |
| Norinchukin Bank, The | 21,345 | +1,740 | $2.3M | +$4.5K | 8.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 510,603 | +2,151 | $53.8K | -$4.4K | 0.4% |
| Capital Investment Advisors, LLC | 2,046 | +125 | $215.8K | -$4.3K | 6.5% |
| ACADIAN ASSET MANAGEMENT LLC | 40,536 | +38,779 | $4.3K | +$4.1K | 2207.1% |
| Golden State Wealth Management, LLC | 115 | +44 | $12.1K | +$4.0K | 62.0% |
| IEQ CAPITAL, LLC | 2,512 | +232 | $264.9K | +$3.7K | 10.2% |
| MATHER GROUP, LLC. | 2,635 | +178 | $277.9K | -$3.7K | 7.2% |
| Transamerica Financial Advisors, LLC | 1,067 | +53 | $112.6K | -$3.6K | 5.2% |
| Bare Financial Services, Inc | 41 | +32 | $4.3K | +$3.3K | 355.6% |
| MISSION WEALTH MANAGEMENT, LP | 4,601 | +393 | $485.2K | +$3.0K | 9.3% |
| Sowell Financial Services LLC | 3,661 | +266 | $386.1K | -$2.9K | 7.8% |
| CBIZ Investment Advisory Services, LLC | 70 | +28 | $7.4K | +$2.6K | 66.7% |
| ELEVATION WEALTH PARTNERS, LLC | 27 | +24 | $2.8K | +$2.5K | 800.0% |
| Atlantic Private Wealth, LLC | 291 | +2 | $30.7K | -$2.4K | 0.7% |
| Princeton Global Asset Management LLC | 264 | +1 | $27.8K | -$2.3K | 0.4% |
| FINANCIAL CONSULATE, INC | 644 | +32 | $67.9K | -$2.2K | 5.2% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 242,076 | +130 | $25.5K | -$2.2K | 0.1% |
| CYBER HORNET ETFs LLC | 914 | +54 | $96.4K | -$2.2K | 6.3% |
| LOM Asset Management Ltd | 285 | +20 | $30.1K | +$2.1K | 7.5% |
| Fisher Asset Management, LLC | 2,172 | +156 | $229.1K | -$2.0K | 7.7% |
| EVOLUTION WEALTH MANAGEMENT INC. | 38 | +19 | $4.2K | +$2.0K | 100.0% |
| Bogart Wealth, LLC | 63 | +19 | $6.6K | +$1.6K | 43.2% |
| Newbridge Financial Services Group, Inc. | 185 | +2 | $19.5K | -$1.5K | 1.1% |
| Altshuler Shaham Ltd | 6,993 | +545 | $737.5K | -$1.4K | 8.4% |
| Busey Bank | 2,730 | +229 | $287.9K | +$1.3K | 9.2% |
| GSA CAPITAL PARTNERS LLP | 15,666 | +12,385 | $1.7K | +$1.3K | 377.5% |
| CERTIOR FINANCIAL GROUP, LLC | 4,043 | +311 | $426.4K | -$1.2K | 8.3% |
| New Age Alpha Advisors, LLC | 2,677 | +224 | $282.3K | +$1.2K | 9.1% |
| Dakota Wealth Management | 6,040 | +471 | $637.0K | -$1.2K | 8.4% |
| PFS Partners, LLC | 130 | +1 | $13.7K | -$1.1K | 0.8% |
| CANADA LIFE ASSURANCE Co | 187,554 | +5,021 | $19.8K | -$1.1K | 2.8% |
| Financial Management Professionals, Inc. | 116 | +1 | $12.2K | -$966 | 0.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,494 | +9,243 | $1.3K | +$945 | 284.3% |
| Bay Harbor Wealth Management, LLC | 26 | +10 | $2.7K | +$908 | 62.5% |
| Physician Wealth Advisors, Inc. | 115 | +17 | $12.1K | +$898 | 17.3% |
| Cambridge Investment Research Advisors, Inc. | 104,348 | +1,698 | $11.0K | -$758 | 1.6% |
| Aspect Partners, LLC | 22 | +7 | $2.3K | +$601 | 46.7% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 8,311 | +5,582 | $876 | +$563 | 204.5% |
| Howard Hughes Medical Institute | 70 | +1 | $7.4K | -$525 | 1.4% |
| S&T Bank/PA | 61 | +1 | $6.4K | -$442 | 1.7% |
| MASTER'S WEALTH MANAGEMENT INC. | 2,811 | +220 | $296.5K | -$437 | 8.5% |
| Harvest Fund Management Co., Ltd | 14,294 | +4,103 | $1.6K | +$433 | 40.3% |
| Murphy & Mullick Capital Management Corp | 82 | +2 | $8.7K | -$402 | 2.5% |
| WEDBUSH SECURITIES INC | 28,783 | +5,765 | $3.0K | +$397 | 25.0% |
| KERR FINANCIAL PLANNING Corp | 146 | +1 | $16.5K | +$308 | 0.7% |
| Versant Capital Management, Inc | 837 | +64 | $88.3K | -$308 | 8.3% |
| Dunhill Financial, LLC | 82 | +4 | $8.7K | -$302 | 5.1% |
| VAN ECK ASSOCIATES CORP | 158,600 | +10,019 | $16.7K | -$300 | 6.7% |
| Abound Wealth Management | 56 | +2 | $5.9K | -$290 | 3.7% |
| HANTZ FINANCIAL SERVICES, INC. | 15,124 | +3,291 | $1.6K | +$239 | 27.8% |
| Daiwa Securities Group Inc. | 52,414 | +2,222 | $5.5K | -$224 | 4.4% |
| Janney Montgomery Scott LLC | 85,866 | +5,547 | $9.1K | -$149 | 6.9% |
| Matrix Trust Co | 14,300 | +95 | $1.5K | -$120 | 0.7% |
| Quaker Wealth Management, LLC | 4 | +1 | $422 | +$78 | 33.3% |
| TSFG, LLC | 5,132 | +34 | $541 | -$43 | 0.7% |
| Reynders McVeigh Capital Management, LLC | 3,458 | +4 | $365 | -$31 | 0.1% |
| CX Institutional | 2,168 | +367 | $229 | +$23 | 20.4% |
| RDA Financial Network | 2,202 | +175 | $232.3K | +$15 | 8.6% |
| Community Bank & Trust, Waco, Texas | 1,964 | +96 | $207 | -$7 | 5.1% |
| GW&K Investment Management, LLC | 747 | +16 | $79 | -$5 | 2.2% |
| VALLEY NATIONAL ADVISERS INC | 349 | +11 | $36 | -$2 | 3.3% |
| Harel Insurance Investments & Financial Services Ltd. | 355 | +20 | $37 | -$1 | 6.0% |
| Avion Wealth | 52 | +6 | $5 | $0 | 13.0% |