13F QoQ Ownership Changes
ABNB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 235 new · 426 added · 617 reduced · 144 exited
New Positions(235)
Added To(426)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 18,694,408 | +3,240,477 | $2.54B | +$660.8M | 21.0% |
| AQR CAPITAL MANAGEMENT LLC | 6,762,784 | +2,492,847 | $917.8M | +$399.4M | 58.4% |
| CITADEL ADVISORS LLC | 5,923,469 | +2,325,783 | $803.9M | +$367.1M | 64.6% |
| MORGAN STANLEY | 13,234,861 | +720,801 | $1.80B | +$276.8M | 5.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,123,869 | +1,519,932 | $695.4M | +$257.8M | 42.2% |
| BNP PARIBAS FINANCIAL MARKETS | 3,467,748 | +1,480,517 | $560.4M | +$237.3M | 74.5% |
| Independent Franchise Partners LLP | 5,146,272 | +981,624 | $698.5M | +$192.8M | 23.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 5,262,616 | +919,492 | $714.2M | +$186.9M | 21.2% |
| Amundi | 4,316,339 | +891,716 | $585.8M | +$173.7M | 26.0% |
| GOLDMAN SACHS GROUP INC | 3,886,307 | +871,005 | $527.4M | +$161.3M | 28.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 10,076,465 | +47,966 | $1.37B | +$151.0M | 0.5% |
| Invesco Ltd. | 5,756,523 | +265,668 | $781.3M | +$114.6M | 4.8% |
| Clearbridge Investments, LLC | 6,073,947 | +216,455 | $824.4M | +$113.1M | 3.7% |
| Assenagon Asset Management S.A. | 2,089,363 | +674,797 | $283.6M | +$111.8M | 47.7% |
| Contour Asset Management LLC | 1,683,998 | +721,430 | $228.6M | +$111.7M | 74.9% |
| CITIGROUP INC | 1,526,106 | +729,420 | $207.1M | +$110.4M | 91.5% |
| Gotham Asset Management, LLC | 783,554 | +776,851 | $106.3M | +$105.5M | 11589.6% |
| RENAISSANCE TECHNOLOGIES LLC | 2,938,461 | +437,789 | $398.8M | +$95.2M | 17.5% |
| AMERIPRISE FINANCIAL INC | 2,126,624 | +496,038 | $288.6M | +$90.7M | 30.4% |
| D. E. Shaw & Co., Inc. | 4,402,285 | +190,794 | $597.5M | +$86.1M | 4.5% |
| Quantinno Capital Management LP | 1,187,425 | +564,971 | $161.2M | +$85.6M | 90.8% |
| NORGES BANK | 3,539,136 | +417,369 | $480.3M | +$84.5M | 13.4% |
| Artisan Partners Limited Partnership | 1,356,963 | +468,926 | $184.2M | +$76.3M | 52.8% |
| PAR CAPITAL MANAGEMENT INC | 729,900 | +510,600 | $99.1M | +$72.4M | 232.8% |
| BANK OF NOVA SCOTIA | 1,374,706 | +320,764 | $186.6M | +$58.6M | 30.4% |
| VICTORY CAPITAL MANAGEMENT INC | 1,786,780 | +257,128 | $242.5M | +$56.8M | 16.8% |
| DEUTSCHE BANK AG\ | 1,966,496 | +186,683 | $266.9M | +$50.8M | 10.5% |
| BAMCO INC /NY/ | 880,076 | +301,536 | $119.4M | +$49.2M | 52.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,050,788 | +35,613 | $414.1M | +$48.0M | 1.2% |
| Bank of New York Mellon Corp | 2,532,480 | +78,669 | $343.7M | +$45.8M | 3.2% |
| Walleye Trading LLC | 1,036,700 | +203,417 | $140.7M | +$39.5M | 24.4% |
| Man Group plc | 495,420 | +264,953 | $67.2M | +$39.3M | 115.0% |
| FRANKLIN RESOURCES INC | 517,811 | +250,243 | $70.3M | +$38.9M | 93.5% |
| GCQ FUNDS MANAGEMENT PTY Ltd | 553,884 | +242,166 | $75.2M | +$37.3M | 77.7% |
| Walleye Capital LLC | 750,734 | +204,893 | $101.9M | +$35.6M | 37.5% |
| ProShare Advisors LLC | 739,600 | +201,335 | $100.4M | +$35.0M | 37.4% |
| Caisse de depot et placement du Quebec | 984,268 | +135,393 | $133.6M | +$30.5M | 15.9% |
| DIMENSIONAL FUND ADVISORS LP | 1,074,446 | +124,738 | $145.8M | +$30.5M | 13.1% |
| TWO SIGMA INVESTMENTS, LP | 1,913,495 | +12,821 | $259.7M | +$28.9M | 0.7% |
| WELLS FARGO & COMPANY/MN | 1,132,749 | +104,422 | $153.7M | +$28.9M | 10.2% |
| Robeco Institutional Asset Management B.V. | 919,764 | +109,029 | $124.8M | +$26.4M | 13.4% |
| Centiva Capital, LP | 348,711 | +153,756 | $47.3M | +$23.7M | 78.9% |
| Mawer Investment Management Ltd. | 667,850 | +110,926 | $90.6M | +$23.0M | 19.9% |
| Bridgewater Associates, LP | 328,756 | +144,973 | $44.6M | +$22.3M | 78.9% |
| ALLIANCEBERNSTEIN L.P. | 559,558 | +114,854 | $75.9M | +$21.9M | 25.8% |
| IEQ CAPITAL, LLC | 584,238 | +104,789 | $79.3M | +$21.1M | 21.9% |
| CAPITAL FUND MANAGEMENT S.A. | 999,485 | +48,943 | $135.7M | +$20.2M | 5.1% |
| LMR Partners LLP | 201,932 | +118,242 | $27.4M | +$17.2M | 141.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 347,343 | +98,739 | $47.1M | +$17.0M | 39.7% |
| AMERICAN CENTURY COMPANIES INC | 900,552 | +15,333 | $122.2M | +$14.7M | 1.7% |
| Mariner, LLC | 194,293 | +96,631 | $26.4M | +$14.5M | 98.9% |
| Cerity Partners LLC | 431,905 | +67,081 | $58.6M | +$14.3M | 18.4% |
| TB Capital Gestao de Recursos Ltda. | 224,060 | +89,834 | $30.4M | +$14.1M | 66.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,001,731 | +19,093 | $133.2M | +$13.9M | 1.9% |
| Clarkston Capital Partners, LLC | 196,795 | +87,061 | $26.7M | +$13.4M | 79.3% |
| BANK OF MONTREAL /CAN/ | 432,856 | +53,580 | $58.7M | +$12.7M | 14.1% |
| Quinn Opportunity Partners LLC | 449,500 | +48,500 | $61.0M | +$12.3M | 12.1% |
| Shellback Capital, LP | 135,000 | +75,474 | $18.3M | +$11.1M | 126.8% |
| PANAGORA ASSET MANAGEMENT INC | 91,717 | +80,541 | $12.4M | +$11.1M | 720.7% |
| IFM Investors Pty Ltd | 85,140 | +323 | $11.6K | -$10.5M | 0.4% |
| NEOS Investment Management LLC | 242,452 | +51,646 | $32.9M | +$9.7M | 27.1% |
| Allianz Asset Management GmbH | 290,628 | +41,019 | $39.4M | +$9.1M | 16.4% |
| Mirae Asset Global Investments Co., Ltd. | 228,849 | +43,611 | $31.1M | +$8.6M | 23.5% |
| E. Ohman J:or Asset Management AB | 258,931 | +34,979 | $35.1M | +$7.9M | 15.6% |
| CIBC Asset Management Inc | 178,236 | +44,426 | $24.2M | +$7.9M | 33.2% |
| AVIVA PLC | 361,357 | +18,582 | $49.0M | +$7.4M | 5.4% |
| Mitsubishi UFJ Trust & Banking Corp | 223,291 | +34,573 | $30.3M | +$7.4M | 18.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 324,681 | +22,494 | $43.7M | +$7.0M | 7.4% |
| Union Square Park Capital Management, LLC | 60,000 | +49,000 | $8.1M | +$6.8M | 445.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 349,499 | +13,432 | $47.6M | +$6.8M | 4.0% |
| Focus Partners Wealth | 107,823 | +40,013 | $14.6M | +$6.6M | 59.0% |
| FORA Capital, LLC | 68,057 | +46,617 | $9.2M | +$6.6M | 217.4% |
| Korea Investment CORP | 398,596 | +7,067 | $54.1M | +$6.6M | 1.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 103,916 | +41,759 | $14.1M | +$6.6M | 67.2% |
| DANSKE BANK A/S | 235,557 | +23,422 | $32.0M | +$6.2M | 11.0% |
| CAMBIAR INVESTORS LLC | 386,311 | +3,949 | $52.4M | +$6.0M | 1.0% |
| LPL Financial LLC | 360,496 | +4,746 | $48.9M | +$5.7M | 1.3% |
| Creative Planning | 117,219 | +32,504 | $15.9M | +$5.6M | 38.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 108,607 | +29,663 | $15.0M | +$5.6M | 37.6% |
| LBP AM SA | 114,083 | +32,194 | $15.5M | +$5.5M | 39.3% |
| Markel Group Inc. | 240,289 | +13,156 | $32.6M | +$5.0M | 5.8% |
| State of Tennessee, Department of Treasury | 142,272 | +31,045 | $18.4M | +$4.9M | 27.9% |
| Vinva Investment Management Ltd | 64,608 | +28,684 | $8.8M | +$4.4M | 79.8% |
| CAPITAL ADVISORS INC/OK | 205,904 | +10,781 | $27.9M | +$4.3M | 5.5% |
| Oxbow Advisors, LLC | 50,414 | +27,793 | $6.8M | +$4.1M | 122.9% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 97,165 | +22,219 | $13.2M | +$4.1M | 29.6% |
| ASSETMARK, INC | 150,877 | +15,641 | $20.5M | +$4.1M | 11.6% |
| BRIGHTON JONES LLC | 124,418 | +18,725 | $16.9M | +$4.1M | 17.7% |
| Rakuten Investment Management, Inc. | 79,524 | +53,255 | $10.9M | +$3.8M | 202.7% |
| Crossmark Global Holdings, Inc. | 110,622 | +17,663 | $15.0M | +$3.7M | 19.0% |
| Mediolanum International Funds Ltd | 108,103 | +17,053 | $14.8M | +$3.6M | 18.7% |
| Investidor Profissional Gestao de Recursos Ltda. | 40,780 | +21,422 | $5.5M | +$3.2M | 110.7% |
| Pictet Asset Management Holding SA | 190,291 | +2,903 | $25.8M | +$3.1M | 1.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 46,921 | +19,319 | $6.4M | +$3.0M | 70.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 54,660 | +17,823 | $7.4M | +$2.9M | 48.4% |
| Alphadyne Asset Management LP | 35,200 | +19,654 | $4.8M | +$2.9M | 126.4% |
| Asset Management One Co., Ltd. | 185,480 | +503 | $25.3M | +$2.9M | 0.3% |
| NATIXIS | 120,494 | +8,861 | $16.4M | +$2.8M | 7.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 76,015 | +13,980 | $10.3M | +$2.8M | 22.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 161,118 | +3,781 | $21.9M | +$2.8M | 2.4% |
| MACQUARIE GROUP LTD | 78,306 | +13,378 | $10.6M | +$2.7M | 20.6% |
| CAXTON ASSOCIATES LLP | 24,502 | +18,668 | $3.3M | +$2.6M | 320.0% |
| Motley Fool Asset Management LLC | 57,072 | +14,827 | $7.7M | +$2.6M | 35.1% |
| GF FUND MANAGEMENT CO. LTD. | 134,709 | +5,582 | $18.3M | +$2.6M | 4.3% |
| Tower Research Capital LLC (TRC) | 35,732 | +17,104 | $4.8M | +$2.6M | 91.8% |
| WCG Wealth Advisors LLC | 31,158 | +17,602 | $4.2M | +$2.6M | 129.8% |
| ALLSTATE CORP | 33,603 | +17,183 | $4.6M | +$2.6M | 104.6% |
| SHELTON CAPITAL MANAGEMENT | 49,693 | +15,162 | $6.7M | +$2.6M | 43.9% |
| ICICI Prudential Asset Management Co Ltd | 46,818 | +15,236 | $6.4M | +$2.5M | 48.2% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 77,214 | +10,604 | $10.5M | +$2.4M | 15.9% |
| SUMITOMO LIFE INSURANCE CO | 76,702 | +10,631 | $10.4M | +$2.4M | 16.1% |
| XPONANCE, INC. | 112,876 | +6,211 | $15.3M | +$2.4M | 5.8% |
| CAPTRUST FINANCIAL ADVISORS | 46,490 | +13,957 | $6.3M | +$2.4M | 42.9% |
| NORTH STAR ASSET MANAGEMENT INC | 78,564 | +9,294 | $10.7M | +$2.3M | 13.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 115,449 | +4,711 | $15.7M | +$2.2M | 4.3% |
| MACKENZIE FINANCIAL CORP | 60,683 | +10,599 | $8.3M | +$2.2M | 21.2% |
| Merit Financial Group, LLC | 32,994 | +13,818 | $4.5M | +$2.1M | 72.0% |
| GREYCROFT LP | 20,000 | +15,000 | $2.7M | +$2.1M | 300.0% |
| Jefferies Financial Group Inc. | 22,171 | +14,445 | $3.0M | +$2.1M | 187.0% |
| SCOTIA CAPITAL INC. | 101,113 | +4,651 | $13.7M | +$2.0M | 4.8% |
| CIBC WORLD MARKET INC. | 80,069 | +7,080 | $10.9M | +$2.0M | 9.7% |
| Czech National Bank | 112,144 | +3,166 | $15.2M | +$2.0M | 2.9% |
| L2 Asset Management, LLC | 34,977 | +12,099 | $4.7M | +$2.0M | 52.9% |
| Y-Intercept (Hong Kong) Ltd | 56,753 | +9,153 | $7.7M | +$1.9M | 19.2% |
| INVESTMENT HOUSE LLC | 85,725 | +4,780 | $11.6M | +$1.8M | 5.9% |
| Skandinaviska Enskilda Banken AB (publ) | 98,891 | +3,168 | $13.4M | +$1.8M | 3.3% |
| Corient Private Wealth LLC | 246,896 | +203,543 | $7.0M | +$1.7M | 469.5% |
| Elo Mutual Pension Insurance Co | 64,952 | +6,140 | $8.8M | +$1.7M | 10.4% |
| Trajan Wealth LLC | 95,329 | +2,431 | $12.9M | +$1.7M | 2.6% |
| Calamos Wealth Management LLC | 98,905 | +1,944 | $13.4M | +$1.7M | 2.0% |
| Investment Management Corp of Ontario | 40,669 | +8,688 | $5.5M | +$1.6M | 27.2% |
| MGO ONE SEVEN LLC | 22,247 | +10,683 | $3.0M | +$1.6M | 92.4% |
| DNB Asset Management AS | 84,623 | +3,074 | $11.5M | +$1.6M | 3.8% |
| Varma Mutual Pension Insurance Co | 86,805 | +2,800 | $11.8M | +$1.6M | 3.3% |
| Sciencast Management LP | 43,047 | +7,352 | $5.8M | +$1.5M | 20.6% |
| WealthCollab, LLC | 10,909 | +10,590 | $1.5M | +$1.4M | 3319.7% |
| Caprock Group, LLC | 27,006 | +9,828 | $3.7M | +$1.4M | 57.2% |
| Ethic Inc. | 46,854 | +6,029 | $6.4M | +$1.4M | 14.8% |
| Americana Partners, LLC | 20,909 | +9,046 | $2.8M | +$1.4M | 76.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 47,181 | +5,944 | $6.4M | +$1.4M | 14.4% |
| MUFG Securities EMEA plc | 17,435 | +9,222 | $2.4M | +$1.4M | 112.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 43,025 | +6,143 | $5.8M | +$1.4M | 16.6% |
| Polymer Capital Management (US) LLC | 13,512 | +8,719 | $1.8M | +$1.3M | 181.9% |
| Magnetar Financial LLC | 9,735 | +8,986 | $1.3M | +$1.2M | 1199.7% |
| Sivia Capital Partners, LLC | 13,265 | +8,201 | $1.8M | +$1.2M | 161.9% |
| NorthCrest Asset Manangement, LLC | 15,829 | +7,716 | $2.2M | +$1.2M | 95.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70,695 | +912 | $9.6M | +$1.1M | 1.3% |
| World Investment Advisors | 76,099 | +1,352 | $10.2M | +$1.1M | 1.8% |
| Stratos Wealth Advisors, LLC | 26,358 | +6,067 | $3.6M | +$1.1M | 29.9% |
| Norinchukin Bank, The | 42,776 | +4,056 | $5.8M | +$1.1M | 10.5% |
| USS Investment Management Ltd | 71,115 | +370 | $9.7M | +$1.1M | 0.5% |
| Focus Partners Advisor Solutions, LLC | 25,923 | +5,110 | $3.5M | +$1.0M | 24.6% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 63,542 | +761 | $8.6M | +$1.0M | 1.2% |
| Neo Ivy Capital Management | 13,090 | +6,468 | $1.8M | +$972.5K | 97.7% |
| Wilmington Savings Fund Society, FSB | 10,417 | +6,699 | $1.4M | +$962.4K | 180.2% |
| Lido Advisors, LLC | 83,203 | +2,842 | $10.7M | +$942.5K | 3.5% |
| PDT Partners, LLC | 43,650 | +2,600 | $5.9M | +$939.9K | 6.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 19,087 | +5,407 | $2.6M | +$929.5K | 39.5% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 29,447 | +3,986 | $4.0M | +$905.1K | 15.7% |
| Pallas Capital Advisors LLC | 26,399 | +4,323 | $3.6M | +$902.4K | 19.6% |
| Polymer Capital Management (HK) LTD | 28,023 | +4,023 | $3.8M | +$889.2K | 16.8% |
| B. Metzler seel. Sohn & Co. AG | 44,371 | +1,904 | $6.0M | +$886.3K | 4.5% |
| Chicago Capital, LLC | 11,598 | +5,721 | $1.6M | +$860.5K | 97.3% |
| PROFUND ADVISORS LLC | 55,264 | +494 | $7.5M | +$850.3K | 0.9% |
| Crawford Fund Management, LLC | 47,792 | +1,292 | $6.5M | +$840.3K | 2.8% |
| Numerai GP LLC | 12,081 | +5,376 | $1.6M | +$825.5K | 80.2% |
| FIL Ltd | 6,496 | +5,627 | $881.6K | +$776.1K | 647.5% |
| QUADRANT CAPITAL GROUP LLC | 7,833 | +5,264 | $1.1M | +$751.2K | 204.9% |
| PRUDENTIAL PLC | 16,173 | +4,132 | $2.2M | +$733.0K | 34.3% |
| M&T Bank Corp | 12,610 | +4,219 | $1.7M | +$692.5K | 50.3% |
| Canada Post Corp Registered Pension Plan | 8,500 | +4,680 | $1.2M | +$684.1K | 122.5% |
| Callan Family Office, LLC | 16,754 | +3,566 | $2.3M | +$672.6K | 27.0% |
| Wealthfront Advisers LLC | 20,010 | +3,171 | $2.7M | +$671.2K | 18.8% |
| SANDLER CAPITAL MANAGEMENT | 9,397 | +4,252 | $1.3M | +$650.7K | 82.6% |
| Pinnacle Wealth Management Advisory Group, LLC | 6,270 | +4,522 | $850.9K | +$638.7K | 258.7% |
| MISSION WEALTH MANAGEMENT, LP | 13,021 | +3,667 | $1.8M | +$631.5K | 39.2% |
| Generali Investments CEE, investicni spolecnost, a.s. | 25,000 | +2,000 | $3.4M | +$600.3K | 8.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 35,785 | +652 | $4.9M | +$590.9K | 1.9% |
| Federation des caisses Desjardins du Quebec | 34,989 | +712 | $4.7M | +$586.8K | 2.1% |
| EverSource Wealth Advisors, LLC | 8,314 | +3,699 | $1.1M | +$568.0K | 80.2% |
| BANYAN CAPITAL MANAGEMENT, INC. | 38,919 | +29 | $5.3M | +$560.1K | 0.1% |
| Rathbones Group PLC | 18,580 | +2,350 | $2.5M | +$551.0K | 14.5% |
| Baker Avenue Asset Management, LP | 24,861 | +1,576 | $3.4M | +$546.9K | 6.8% |
| Advisors Asset Management, Inc. | 16,830 | +2,469 | $2.3M | +$540.5K | 17.2% |
| Legacy Financial Advisors, Inc. | 11,193 | +3,101 | $1.5M | +$536.6K | 38.3% |
| OMERS ADMINISTRATION Corp | 35,083 | +261 | $4.8M | +$533.4K | 0.7% |
| Banco Santander, S.A. | 17,172 | +2,358 | $2.3M | +$531.9K | 15.9% |
| Parcion Private Wealth LLC | 6,438 | +3,597 | $873.8K | +$528.8K | 126.6% |
| PINNACLE ASSOCIATES LTD | 7,743 | +3,428 | $1.1M | +$526.9K | 79.4% |
| Intrinsic Value Partners, LLC | 6,386 | +3,550 | $866.7K | +$522.4K | 125.2% |
| Miracle Mile Advisors, LLC | 12,812 | +2,779 | $1.7M | +$520.6K | 27.7% |
| American Alpha Advisors, LLC | 5,804 | +3,548 | $787.7K | +$513.8K | 157.3% |
| Krilogy Financial LLC | 17,344 | +2,574 | $2.3M | +$504.2K | 17.4% |
| FLOSSBACH VON STORCH SE | 13,353 | +2,572 | $1.8M | +$503.2K | 23.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | 26,038 | +1,062 | $3.5M | +$501.3K | 4.3% |
| AdvisorShares Investments LLC | 4,137 | +3,637 | $561.5K | +$500.8K | 727.4% |
| DRW Securities, LLC | 5,690 | +3,356 | $772.2K | +$488.7K | 143.8% |
| Candriam S.C.A. | 26,354 | +906 | $3.6M | +$487.0K | 3.6% |
| Erste Asset Management GmbH | 4,426 | +3,415 | $604.7K | +$481.9K | 337.8% |
| Sentinus, LLC | 5,420 | +3,272 | $735.6K | +$474.8K | 152.3% |
| Headlands Technologies LLC | 27,967 | +589 | $3.8M | +$471.4K | 2.1% |
| SYNTAX RESEARCH, INC. | 17,198 | +1,841 | $2.3M | +$469.5K | 12.0% |
| Independent Advisor Alliance | 9,083 | +2,781 | $1.2M | +$467.6K | 44.1% |
| OFI INVEST ASSET MANAGEMENT | 5,160 | +3,214 | $665.5K | +$464.4K | 165.2% |
| Farther Finance Advisors, LLC | 6,706 | +3,009 | $910.1K | +$461.2K | 81.4% |
| Parallel Advisors, LLC | 25,503 | +699 | $3.5M | +$449.5K | 2.8% |
| HB Wealth Management, LLC | 11,792 | +2,311 | $1.6M | +$449.3K | 24.4% |
| Convergence Investment Partners, LLC | 6,779 | +2,782 | $920.0K | +$434.7K | 69.6% |
| Wealthspire Advisors, LLC | 4,674 | +3,012 | $634.3K | +$432.6K | 181.2% |
| LMG Wealth Partners, LLC | 22,712 | +840 | $3.1M | +$426.8K | 3.8% |
| Sequoia Financial Advisors, LLC | 13,731 | +1,855 | $1.9M | +$421.6K | 15.6% |
| WADDELL & ASSOCIATES, LLC | 7,236 | +2,602 | $982.1K | +$419.4K | 56.1% |
| QRG CAPITAL MANAGEMENT, INC. | 21,911 | +864 | $3.0M | +$418.2K | 4.1% |
| Siemens Fonds Invest GmbH | 24,533 | +293 | $3.4M | +$415.6K | 1.2% |
| Caerus Investment Advisors, LLC | 10,896 | +1,999 | $1.5M | +$398.5K | 22.5% |
| GAMMA Investing LLC | 6,846 | +2,453 | $929.1K | +$395.7K | 55.8% |
| Ameritas Investment Partners, Inc. | 19,181 | +960 | $2.6M | +$390.9K | 5.3% |
| GenTrust, LLC | 4,780 | +2,634 | $648.7K | +$388.2K | 122.7% |
| Yoder Wealth Management, Inc. | 26,389 | +84 | $3.6M | +$387.6K | 0.3% |
| Horizon Investments, LLC | 24,469 | +307 | $3.3M | +$387.2K | 1.3% |
| Kera Capital Partners, Inc. | 8,511 | +2,627 | $1.1M | +$386.6K | 44.6% |
| Capital Asset Advisory Services LLC | 20,456 | +367 | $2.8M | +$384.1K | 1.8% |
| Aaron Wealth Advisors LLC | 18,764 | +898 | $2.5M | +$377.4K | 5.0% |
| Crestwood Advisors Group, LLC | 5,140 | +2,468 | $697.6K | +$373.1K | 92.4% |
| Aristides Capital LLC | 17,967 | +830 | $2.4M | +$357.7K | 4.8% |
| Broderick Brian C | 14,906 | +1,098 | $2.0M | +$346.5K | 8.0% |
| Cornerstone Wealth Group, LLC | 19,671 | +485 | $2.7M | +$340.1K | 2.5% |
| VCI Wealth Management LLC | 9,828 | +1,634 | $1.3M | +$338.9K | 19.9% |
| RITHOLTZ WEALTH MANAGEMENT | 6,674 | +1,928 | $905.8K | +$329.6K | 40.6% |
| CERTUITY, LLC | 4,186 | +2,187 | $568.2K | +$325.5K | 109.4% |
| FARMERS TRUST CO | 20,775 | +202 | $2.8M | +$321.6K | 1.0% |
| Clearstead Advisors, LLC | 6,388 | +1,871 | $867.0K | +$318.5K | 41.4% |
| Procyon Advisors, LLC | 9,254 | +1,528 | $1.3M | +$317.9K | 19.8% |
| FOUNDERS FINANCIAL SECURITIES LLC | 10,241 | +1,410 | $1.4M | +$317.6K | 16.0% |
| Cascade Investment Advisors, Inc. | 13,715 | +970 | $1.9M | +$313.9K | 7.6% |
| Greenland Capital Management LP | 12,436 | +1,113 | $1.7M | +$313.0K | 9.8% |
| Kazazian Asset Management, LLC | 17,500 | +500 | $2.4M | +$311.0K | 2.9% |
| Johnson Financial Group, Inc. | 12,292 | +1,039 | $1.7M | +$301.9K | 9.2% |
| Optas, LLC | 4,339 | +1,959 | $588.9K | +$299.9K | 82.3% |
| Waverly Advisors, LLC | 9,221 | +1,334 | $1.3M | +$293.8K | 16.9% |
| Red Spruce Capital, LLC | 17,372 | +343 | $2.4M | +$290.1K | 2.0% |
| denkapparat Operations GmbH | 5,752 | +1,710 | $780.7K | +$289.9K | 42.3% |
| ROTHSCHILD INVESTMENT LLC | 6,098 | +1,648 | $827.6K | +$287.3K | 37.0% |
| waypoint wealth counsel | 6,518 | +1,514 | $884.6K | +$277.0K | 30.3% |
| Chicago Partners Investment Group LLC | 24,404 | +1,249 | $3.2M | +$260.9K | 5.4% |
| China Universal Asset Management Co., Ltd. | 12,035 | +708 | $1.6M | +$258.1K | 6.3% |
| NewEdge Wealth, LLC | 14,265 | +513 | $1.9M | +$251.4K | 3.7% |
| AlphaCore Capital LLC | 4,323 | +1,511 | $586.7K | +$245.2K | 53.7% |
| Fielder Capital Group LLC | 3,797 | +1,535 | $515.3K | +$240.7K | 67.9% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 3,614 | +1,538 | $490.5K | +$238.4K | 74.1% |
| Lafayette Investments, Inc. | 5,216 | +1,331 | $707.9K | +$236.2K | 34.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,303 | +719 | $1.4M | +$234.6K | 7.5% |
| Meiji Yasuda Asset Management Co Ltd. | 13,418 | +316 | $1.8M | +$230.2K | 2.4% |
| EARNED WEALTH ADVISORS, LLC | 5,338 | +1,258 | $724.5K | +$229.1K | 30.8% |
| EVOKE WEALTH, LLC | 5,343 | +1,217 | $725.2K | +$224.2K | 29.5% |
| SYON CAPITAL LLC | 10,443 | +557 | $1.4M | +$217.0K | 5.6% |
| VAN ECK ASSOCIATES CORP | 2,835,856 | +1,441,747 | $384.9K | +$215.6K | 103.4% |
| JONES FINANCIAL COMPANIES LLLP | 12,907 | +442 | $1.8M | +$209.8K | 3.5% |
| Annis Gardner Whiting Capital Advisors, LLC | 11,033 | +399 | $1.5M | +$206.2K | 3.8% |
| Howard Capital Management Inc. | 12,024 | +270 | $1.6M | +$204.7K | 2.3% |
| SYM FINANCIAL Corp | 3,226 | +1,273 | $437.8K | +$200.7K | 65.2% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 5,922 | +776 | $817.4K | +$199.9K | 15.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 17,450 | +1,025 | $2.4M | +$194.6K | 6.2% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,215 | +1,342 | $300.6K | +$194.6K | 153.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,025 | +808 | $817.7K | +$184.3K | 15.5% |
| Aptus Capital Advisors, LLC | 5,365 | +877 | $728.1K | +$183.2K | 19.5% |
| Fortis Capital Management LLC | 7,255 | +596 | $984.6K | +$176.1K | 8.9% |
| SAGE RHINO CAPITAL LLC | 10,536 | +184 | $1.4M | +$173.0K | 1.8% |
| J.W. COLE ADVISORS, INC. | 6,964 | +576 | $943.7K | +$168.0K | 9.0% |
| BROWN BROTHERS HARRIMAN & CO | 2,062 | +1,093 | $279.9K | +$162.2K | 112.8% |
| OneAscent Financial Services LLC | 3,899 | +874 | $529.2K | +$161.9K | 28.9% |
| Global Retirement Partners, LLC | 8,197 | +337 | $1.1M | +$158.1K | 4.3% |
| SUMMIT SECURITIES GROUP LLC | 1,279 | +1,138 | $173.6K | +$156.5K | 807.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 6,069 | +569 | $823.7K | +$155.9K | 10.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,085 | +802 | $554.4K | +$155.8K | 24.4% |
| Essex Financial Services, Inc. | 2,892 | +940 | $392.5K | +$155.5K | 48.1% |
| Financial Futures Ltd Liability Co. | 10,616 | +4 | $1.4M | +$152.3K | 0.0% |
| Compound Planning, Inc. | 7,335 | +358 | $995.6K | +$148.4K | 5.1% |
| BRADLEY FOSTER & SARGENT INC/CT | 7,067 | +341 | $959.2K | +$142.5K | 5.1% |
| POWER WEALTH MANAGEMENT LLC | 8,104 | +217 | $1.1M | +$142.2K | 2.8% |
| Penbrook Management LLC | 8,950 | +100 | $1.2M | +$140.1K | 1.1% |
| Private Advisor Group, LLC | 8,453 | +158 | $1.1M | +$140.1K | 1.9% |
| E Fund Management (Hong Kong) Co., Ltd. | 1,348 | +1,037 | $177.0K | +$139.2K | 333.4% |
| Kovack Advisors, Inc. | 2,538 | +798 | $344.5K | +$133.2K | 45.9% |
| Mission Creek Capital Partners, Inc. | 6,640 | +312 | $901.1K | +$132.8K | 4.9% |
| Fi3 FINANCIAL ADVISORS, LLC | 2,596 | +787 | $352.3K | +$132.7K | 43.5% |
| Quadcap Wealth Management, LLC | 5,519 | +428 | $749.0K | +$130.9K | 8.4% |
| QTR Family Wealth, LLC | 3,830 | +1,095 | $460.8K | +$128.7K | 40.0% |
| Hennion & Walsh Asset Management, Inc. | 4,743 | +491 | $643.7K | +$127.4K | 11.5% |
| Meeder Advisory Services, Inc. | 6,676 | +258 | $906.1K | +$126.8K | 4.0% |
| J. Safra Sarasin Holding AG | 7,059 | +205 | $958.0K | +$125.8K | 3.0% |
| Savvy Advisors, Inc. | 3,874 | +528 | $525.8K | +$119.5K | 15.8% |
| Versant Capital Management, Inc | 4,320 | +471 | $586.3K | +$119.0K | 12.2% |
| WEALTH ALLIANCE, LLC | 5,172 | +366 | $702.0K | +$118.4K | 7.6% |
| Interchange Capital Partners, LLC | 3,511 | +556 | $476.5K | +$117.7K | 18.8% |
| Ellevest, Inc. | 2,566 | +660 | $348.3K | +$116.8K | 34.6% |
| HUNTINGTON NATIONAL BANK | 2,791 | +600 | $378.8K | +$112.8K | 27.4% |
| Venturi Wealth Management, LLC | 2,533 | +617 | $343.7K | +$111.0K | 32.2% |
| Dynasty Wealth Management, LLC | 4,578 | +360 | $621.3K | +$109.2K | 8.5% |
| Wynn Capital, LLC | 4,252 | +398 | $577.1K | +$109.1K | 10.3% |
| TWIN CITY PRIVATE WEALTH, LLC | 7,199 | +27 | $977.0K | +$106.2K | 0.4% |
| Quantum Private Wealth, LLC | 2,650 | +500 | $359.7K | +$98.6K | 23.3% |
| ACADIAN ASSET MANAGEMENT LLC | 3,582,566 | +384,050 | $486.2K | +$97.9K | 12.0% |
| AXS Investments LLC | 6,435 | +29 | $873.4K | +$95.5K | 0.5% |
| SIGNATUREFD, LLC | 4,215 | +264 | $572.1K | +$92.4K | 6.7% |
| Prospera Financial Services Inc | 3,145 | +386 | $426.8K | +$91.8K | 14.0% |
| RIVERSEDGE ADVISORS, LLC | 2,439 | +449 | $331.0K | +$89.4K | 22.6% |
| Dana Investment Advisors, Inc. | 6,094 | +13 | $827.1K | +$88.7K | 0.2% |
| Vest Financial, LLC | 2,311 | +426 | $313.6K | +$84.8K | 22.6% |
| TRUST CO OF VERMONT | 2,980 | +333 | $404.4K | +$83.0K | 12.6% |
| Diversify Advisory Services, LLC | 18,721 | +63 | $2.4M | +$80.3K | 0.3% |
| HOHIMER WEALTH MANAGEMENT, LLC | 4,868 | +78 | $660.7K | +$79.1K | 1.6% |
| OneAscent Investment Solutions LLC | 3,358 | +249 | $455.7K | +$78.3K | 8.0% |
| Anfield Capital Management, LLC | 600 | +553 | $81.4K | +$75.7K | 1176.6% |
| Frank, Rimerman Advisors LLC | 3,602 | +180 | $488.9K | +$73.4K | 5.3% |
| Cornerstone Planning Group LLC | 618 | +476 | $81.3K | +$70.8K | 335.2% |
| OneDigital Investment Advisors LLC | 4,420 | +44 | $599.9K | +$68.5K | 1.0% |
| Activest Wealth Management | 594 | +484 | $80.6K | +$67.3K | 440.0% |
| DDD Partners, LLC | 2,492 | +255 | $338.2K | +$66.6K | 11.4% |
| Vested Financial Planning, LLC | 2,143 | +291 | $290.8K | +$66.0K | 15.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,205,993 | +398,089 | $163.7K | +$65.6K | 49.3% |
| Forum Financial Management, LP | 3,761 | +97 | $510.4K | +$65.6K | 2.6% |
| True Wealth Design, LLC | 1,514 | +357 | $205.5K | +$65.0K | 30.9% |
| Bank Pictet & Cie (Europe) AG | 3,390 | +120 | $460.1K | +$63.0K | 3.7% |
| PERSONAL CFO SOLUTIONS, LLC | 4,294 | +10 | $582.8K | +$62.6K | 0.2% |
| SJS Investment Consulting Inc. | 802 | +410 | $108.8K | +$61.3K | 104.6% |
| Sigma Planning Corp | 3,838 | +49 | $520.9K | +$60.8K | 1.3% |
| Kingsview Wealth Management, LLC | 3,885 | +36 | $527.3K | +$59.9K | 0.9% |
| Congress Park Capital LLC | 2,348 | +212 | $318.7K | +$59.3K | 9.9% |
| Ameritas Advisory Services, LLC | 3,981 | +12 | $540.3K | +$58.4K | 0.3% |
| Godshalk Welsh Capital Management, Inc. | 2,255 | +200 | $306.0K | +$56.5K | 9.7% |
| DAVENPORT & Co LLC | 2,508 | +169 | $340.4K | +$56.4K | 7.2% |
| CONNING INC. | 2,151 | +197 | $291.9K | +$54.7K | 10.1% |
| Elyxium Wealth, LLC | 3,192 | +72 | $433.2K | +$54.4K | 2.3% |
| HOLLENCREST CAPITAL MANAGEMENT | 400 | +398 | $54.3K | +$54.0K | 19900.0% |
| Symmetry Partners, LLC | 1,886 | +215 | $256.0K | +$53.1K | 12.9% |
| CARY STREET PARTNERS FINANCIAL LLC | 3,450 | +21 | $468.2K | +$51.9K | 0.6% |
| Empirical Finance, LLC | 3,407 | +22 | $462.4K | +$51.4K | 0.6% |
| Salvus Wealth Management, LLC | 2,536 | +117 | $344.2K | +$50.5K | 4.8% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 2,692 | +89 | $365.4K | +$49.3K | 3.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 2,840 | +57 | $385.4K | +$47.5K | 2.0% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 2,800 | +54 | $380.0K | +$46.6K | 2.0% |
| Ausdal Financial Partners, Inc. | 1,865 | +162 | $253.1K | +$46.3K | 9.5% |
| Ariadne Wealth Management, LP | 2,678 | +487 | $310.5K | +$45.0K | 22.2% |
| ORG Wealth Partners, LLC | 2,294 | +97 | $311.3K | +$44.6K | 4.4% |
| Wealth Architects, LLC | 2,908 | +12 | $394.7K | +$43.1K | 0.4% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 1,798 | +120 | $244.0K | +$40.3K | 7.2% |
| DLK Investment Management, LLC | 2,588 | +7 | $351.2K | +$37.9K | 0.3% |
| PATTON FUND MANAGEMENT, INC. | 1,874 | +77 | $254.3K | +$36.1K | 4.3% |
| MassMutual Private Wealth & Trust, FSB | 1,522 | +115 | $206.6K | +$35.7K | 8.2% |
| Perpetual Ltd | 2,158 | +21 | $292.9K | +$33.4K | 1.0% |
| BECKER CAPITAL MANAGEMENT INC | 2,244 | +4 | $304.6K | +$32.6K | 0.2% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 856 | +162 | $116.2K | +$32.0K | 23.3% |
| Truvestments Capital LLC | 2,091 | +14 | $283.8K | +$31.6K | 0.7% |
| Opal Wealth Advisors, LLC | 1,717 | +48 | $233.0K | +$30.4K | 2.9% |
| Castleview Partners, LLC | 1,925 | +18 | $261.3K | +$29.7K | 0.9% |
| Prestige Wealth Management Group LLC | 2,417 | +220 | $296.1K | +$29.3K | 10.0% |
| Legacy Capital Wealth Partners, LLC | 1,849 | +18 | $250.9K | +$28.6K | 1.0% |
| CYBER HORNET ETFs LLC | 1,234 | +71 | $167.5K | +$26.3K | 6.1% |
| LRI Investments, LLC | 1,306 | +46 | $177.3K | +$24.3K | 3.6% |
| Colonial Trust Co / SC | 759 | +100 | $103.1K | +$23.0K | 15.2% |
| SG Americas Securities, LLC | 236,764 | +158,892 | $32.1K | +$22.7K | 204.0% |
| Salomon & Ludwin, LLC | 245 | +151 | $33.3K | +$22.0K | 160.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 265,149 | +138,181 | $36.0K | +$20.8K | 108.8% |
| BOKF, NA | 787 | +78 | $106.8K | +$20.7K | 11.0% |
| WOLFF WIESE MAGANA LLC | 917 | +60 | $124.5K | +$20.4K | 7.0% |
| Park Place Capital Corp | 1,035 | +39 | $140.5K | +$19.5K | 3.9% |
| UMB Bank, n.a. | 668 | +71 | $90.7K | +$18.2K | 11.9% |
| Ancora Advisors LLC | 407 | +98 | $55.3K | +$17.7K | 31.7% |
| Root Financial Partners, LLC | 359 | +99 | $48.7K | +$17.2K | 38.1% |
| MCF Advisors LLC | 146 | +120 | $19.8K | +$16.7K | 461.5% |
| Transamerica Financial Advisors, LLC | 190 | +112 | $25.8K | +$16.3K | 143.6% |
| GHP Investment Advisors, Inc. | 658 | +50 | $89.3K | +$15.5K | 8.2% |
| Global X Japan Co., Ltd. | 167 | +106 | $22.7K | +$15.3K | 173.8% |
| ORG Partners LLC | 195 | +96 | $26.4K | +$14.4K | 97.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 123 | +101 | $16.7K | +$14.0K | 459.1% |
| POTOMAC FUND MANAGEMENT INC /ADV | 1,746 | +110 | $237.0K | +$13.3K | 6.7% |
| Daner Wealth Management, LLC | 2,082 | +193 | $250.5K | +$12.7K | 10.2% |
| Roxbury Financial LLC | 765 | +3 | $103.8K | +$11.3K | 0.4% |
| Parkside Financial Bank & Trust | 527 | +16 | $71.5K | +$9.5K | 3.1% |
| CWM, LLC | 177,380 | +41,017 | $24.1K | +$7.5K | 30.1% |
| First Command Advisory Services, Inc. | 196 | +35 | $26.6K | +$7.1K | 21.7% |
| ELEVATION WEALTH PARTNERS, LLC | 119 | +35 | $16.2K | +$6.0K | 41.7% |
| SouthState Corp | 153 | +25 | $20.8K | +$5.2K | 19.5% |
| JFS WEALTH ADVISORS, LLC | 69 | +34 | $9.4K | +$5.1K | 97.1% |
| Rossby Financial, LCC | 123 | +28 | $16.7K | +$5.1K | 29.5% |
| Handelsbanken Fonder AB | 172,611 | +21,138 | $23.4K | +$5.0K | 13.9% |
| North Star Investment Management Corp. | 58 | +33 | $7.9K | +$4.8K | 132.0% |
| High Note Wealth, LLC | 63 | +32 | $8.6K | +$4.8K | 103.2% |
| HIGHLINE WEALTH PARTNERS LLC | 48 | +31 | $6.5K | +$4.5K | 182.3% |
| AdvisorNet Financial, Inc | 293 | +2 | $39.8K | +$4.4K | 0.7% |
| Dogwood Wealth Management LLC | 89 | +26 | $12.1K | +$4.4K | 41.3% |
| Signature Resources Capital Management, LLC | 100 | +24 | $13.6K | +$4.3K | 31.6% |
| Daiwa Securities Group Inc. | 182,272 | +8,736 | $24.7K | +$3.7K | 5.0% |
| Harel Insurance Investments & Financial Services Ltd. | 33,074 | +26,289 | $4.5K | +$3.7K | 387.4% |
| NATIXIS ADVISORS, LLC | 130,744 | +8,120 | $17.7K | +$2.9K | 6.6% |
| Clearstead Trust, LLC | 81 | +13 | $11.0K | +$2.7K | 19.1% |
| Crewe Advisors LLC | 60 | +13 | $8.2K | +$2.4K | 27.6% |
| Reynders McVeigh Capital Management, LLC | 138,881 | +1,303 | $18.8K | +$2.1K | 0.9% |
| AMALGAMATED BANK | 98,249 | +3,538 | $13.3K | +$1.8K | 3.7% |
| CBIZ Investment Advisory Services, LLC | 48 | +9 | $6.5K | +$1.8K | 23.1% |
| ALGERT GLOBAL LLC | 51,370 | +8,239 | $7.0K | +$1.7K | 19.1% |
| American Capital Advisory, LLC | 85 | +2 | $11.5K | +$1.5K | 2.4% |
| Bare Financial Services, Inc | 17 | +9 | $2.3K | +$1.3K | 112.5% |
| Aspect Partners, LLC | 34 | +7 | $4.6K | +$1.3K | 25.9% |
| Peloton Wealth Strategists | 21,240 | +8,340 | $2.9K | +$1.3K | 64.7% |
| Harvest Fund Management Co., Ltd | 33,084 | +6,512 | $4.5K | +$1.3K | 24.5% |
| Bay Harbor Wealth Management, LLC | 20 | +8 | $2.7K | +$1.3K | 66.7% |
| HARBOR INVESTMENT ADVISORY, LLC | 75 | +1 | $10.2K | +$1.2K | 1.4% |
| iA Global Asset Management Inc. | 52,878 | +3,189 | $7.2K | +$1.1K | 6.4% |
| NVWM, LLC | 34 | +5 | $4.6K | +$1.1K | 17.2% |
| Rialto Wealth Management, LLC | 14 | +7 | $1.9K | +$1.1K | 100.0% |
| Janney Montgomery Scott LLC | 52,753 | +1,568 | $7.2K | +$945 | 3.1% |
| Quaker Wealth Management, LLC | 9 | +5 | $1.2K | +$736 | 125.0% |
| DiNuzzo Private Wealth, Inc. | 14 | +3 | $1.9K | +$465 | 27.3% |
| HFM Investment Advisors, LLC | 5 | +3 | $679 | +$436 | 150.0% |
| PayPay Securities Corp | 10 | +2 | $1.4K | +$434 | 25.0% |
| CENTAURUS FINANCIAL, INC. | 7,929 | +1,248 | $1.1K | +$265 | 18.7% |
| Seneschal Advisors, LLC | 3 | +1 | $408 | +$165 | 50.0% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 5,678 | +89 | $771 | +$92 | 1.6% |
| BOSTON FAMILY OFFICE LLC | 2,948 | +242 | $400 | +$71 | 8.9% |
| CX Institutional | 2,216 | +153 | $301 | +$51 | 7.4% |
| Covestor Ltd | 1,142 | +205 | $155 | +$41 | 21.9% |
| GW&K Investment Management, LLC | 324 | +36 | $44 | +$9 | 12.5% |
| VALLEY NATIONAL ADVISERS INC | 594 | +7 | $80 | +$9 | 1.2% |
| Avion Wealth | 112 | +3 | $15 | +$2 | 2.8% |