13F QoQ Ownership Changes
ALGN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 145 new · 215 added · 308 reduced · 141 exited
New Positions(145)
Added To(215)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital International Investors | 4,643,221 | +1,592,848 | $725.0M | +$343.1M | 52.2% |
| FMR LLC | 1,999,531 | +1,154,694 | $312.2M | +$206.4M | 136.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,005,413 | +715,919 | $157.0M | +$120.7M | 247.3% |
| AQR CAPITAL MANAGEMENT LLC | 1,196,428 | +474,756 | $186.8M | +$96.5M | 65.8% |
| MILLENNIUM MANAGEMENT LLC | 868,127 | +491,033 | $135.6M | +$88.3M | 130.2% |
| Capital World Investors | 1,490,503 | +173,641 | $232.7M | +$67.8M | 13.2% |
| NORGES BANK | 996,197 | +118,517 | $155.6M | -$67.7M | 13.5% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,005,837 | +237,581 | $157.1M | +$60.9M | 30.9% |
| CITADEL ADVISORS LLC | 858,351 | +225,060 | $134.0M | +$54.7M | 35.5% |
| DIMENSIONAL FUND ADVISORS LP | 801,996 | +196,464 | $125.2M | +$49.4M | 32.4% |
| Swedbank AB | 636,162 | +229,703 | $99.3M | +$48.4M | 56.5% |
| GOLDMAN SACHS GROUP INC | 780,684 | +154,740 | $121.9M | +$43.5M | 24.7% |
| JANE STREET GROUP, LLC | 478,483 | +194,519 | $74.7M | +$39.2M | 68.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 282,014 | +229,067 | $44.0M | +$37.4M | 432.6% |
| MORGAN STANLEY | 944,850 | +42,282 | $147.5M | +$34.5M | 4.7% |
| MACKENZIE FINANCIAL CORP | 661,696 | +102,753 | $104.4M | +$34.4M | 18.4% |
| Voya Investment Management LLC | 194,467 | +180,042 | $30.4M | +$28.6M | 1248.1% |
| DISCIPLINED GROWTH INVESTORS INC /MN | 820,935 | +16,954 | $128.2M | +$27.5M | 2.1% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 226,699 | +137,261 | $35.4M | +$24.2M | 153.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 626,768 | +17,342 | $97.9M | +$21.6M | 2.8% |
| BARCLAYS PLC | 270,299 | +20,875 | $51.2M | +$19.9M | 8.4% |
| TWO SIGMA INVESTMENTS, LP | 121,575 | +112,032 | $19.0M | +$17.8M | 1174.0% |
| BNP PARIBAS FINANCIAL MARKETS | 182,173 | +88,320 | $31.1M | +$17.2M | 94.1% |
| BROWN ADVISORY INC | 432,184 | +30,142 | $67.5M | +$17.1M | 7.5% |
| FIRST TRUST ADVISORS LP | 129,083 | +100,285 | $20.2M | +$16.6M | 348.2% |
| Assenagon Asset Management S.A. | 192,859 | +68,299 | $30.1M | +$14.5M | 54.8% |
| BANK OF MONTREAL /CAN/ | 135,251 | +82,410 | $21.1M | +$14.5M | 155.9% |
| Amundi | 560,238 | +1,250 | $87.5M | +$14.0M | 0.2% |
| Qube Research & Technologies Ltd | 133,966 | +67,666 | $20.9M | +$12.6M | 102.1% |
| IEQ CAPITAL, LLC | 100,810 | +60,859 | $15.7M | +$10.7M | 152.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 281,375 | +503 | $43.9M | +$8.8M | 0.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 59,010 | +53,305 | $9.2M | +$8.5M | 934.4% |
| Russell Investments Group, Ltd. | 179,904 | +19,904 | $28.1M | +$8.0M | 12.4% |
| Carmignac Gestion | 246,101 | +3,193 | $38.4M | +$8.0M | 1.3% |
| RAYMOND JAMES FINANCIAL INC | 98,776 | +38,200 | $15.4M | +$7.8M | 63.1% |
| TWO SIGMA ADVISERS, LP | 50,500 | +46,300 | $7.9M | +$7.4M | 1102.4% |
| CAPITAL INTERNATIONAL SARL | 106,343 | +26,482 | $16.6M | +$6.6M | 33.2% |
| NOMURA HOLDINGS INC | 86,135 | +30,821 | $13.4M | +$6.5M | 55.7% |
| WINTON GROUP Ltd | 47,117 | +40,131 | $7.4M | +$6.5M | 574.4% |
| INVESTMENT HOUSE LLC | 82,117 | +31,117 | $12.8M | +$6.4M | 61.0% |
| CAPITAL FUND MANAGEMENT S.A. | 166,995 | +8,602 | $26.1M | +$6.2M | 5.4% |
| Woodline Partners LP | 124,220 | +17,847 | $19.4M | +$6.1M | 16.8% |
| Vident Advisory, LLC | 104,594 | +20,146 | $16.3M | +$5.8M | 23.9% |
| Ninety One North America, Inc. | 169,028 | +2,992 | $26.4M | +$5.6M | 1.8% |
| Quantinno Capital Management LP | 47,985 | +29,510 | $7.5M | +$5.2M | 159.7% |
| Walleye Trading LLC | 77,735 | +22,045 | $12.1M | +$5.2M | 39.6% |
| Engineers Gate Manager LP | 109,574 | +14,104 | $17.1M | +$5.2M | 14.8% |
| Rhenman & Partners Asset Management AB | 99,000 | +16,000 | $15.5M | +$5.1M | 19.3% |
| Gotham Asset Management, LLC | 131,812 | +6,581 | $20.6M | +$4.9M | 5.3% |
| Caisse de depot et placement du Quebec | 95,585 | +13,965 | $14.9M | +$4.7M | 17.1% |
| Creative Planning | 42,820 | +25,141 | $6.7M | +$4.5M | 142.2% |
| STATE OF WISCONSIN INVESTMENT BOARD | 57,573 | +21,188 | $9.0M | +$4.4M | 58.2% |
| ING GROEP NV | 34,224 | +25,509 | $5.3M | +$4.3M | 292.7% |
| Cerity Partners LLC | 47,352 | +21,146 | $7.4M | +$4.1M | 80.7% |
| Capital International, Inc./CA/ | 61,793 | +16,658 | $9.6M | +$4.0M | 36.9% |
| Silvercrest Asset Management Group LLC | 112,410 | +2,291 | $17.6M | +$3.8M | 2.1% |
| SIMPLEX TRADING, LLC | 22,776 | +13,373 | $3.6M | +$3.6M | 142.2% |
| Verition Fund Management LLC | 52,335 | +15,187 | $8.2M | +$3.5M | 40.9% |
| CAPITAL INTERNATIONAL LTD /CA/ | 57,194 | +11,977 | $8.9M | +$3.3M | 26.5% |
| AMERICAN CENTURY COMPANIES INC | 94,852 | +996 | $14.8M | +$3.1M | 1.1% |
| LPL Financial LLC | 63,375 | +7,956 | $9.9M | +$3.0M | 14.3% |
| Mariner, LLC | 33,837 | +13,893 | $5.3M | +$2.8M | 69.7% |
| Illinois Municipal Retirement Fund | 44,601 | +10,380 | $7.0M | +$2.7M | 30.3% |
| D. E. Shaw & Co., Inc. | 74,920 | +1,503 | $11.7M | +$2.5M | 2.0% |
| FIL Ltd | 57,971 | +5,191 | $9.1M | +$2.4M | 9.8% |
| PRINCIPAL FINANCIAL GROUP INC | 73,676 | +1,086 | $11.5M | +$2.4M | 1.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,343 | +9,792 | $4.3M | +$2.3M | 63.0% |
| Invenomic Capital Management LP | 46,610 | +6,254 | $7.3M | +$2.2M | 15.5% |
| NATIONAL BANK OF CANADA /FI/ | 62,252 | +2,289 | $9.7M | +$2.2M | 3.8% |
| VELA Investment Management, LLC | 26,995 | +10,803 | $4.2M | +$2.2M | 66.7% |
| Applied Fundamental Research, LLC | 58,419 | +2,525 | $9.1M | +$2.1M | 4.5% |
| FOX RUN MANAGEMENT, L.L.C. | 14,966 | +12,406 | $2.3M | +$2.0M | 484.6% |
| K.J. Harrison & Partners Inc | 14,100 | +12,500 | $2.2M | +$2.0M | 781.3% |
| State of Tennessee, Department of Treasury | 18,267 | +10,048 | $3.0M | +$1.9M | 122.3% |
| CALIFORNIA FIRST LEASING CORP | 44,925 | +3,665 | $7.0M | +$1.8M | 8.9% |
| Bridgewater Associates, LP | 25,994 | +7,786 | $4.1M | +$1.8M | 42.8% |
| Baird Financial Group, Inc. | 13,692 | +7,443 | $2.1M | +$1.4M | 119.1% |
| Focus Partners Wealth | 12,214 | +7,293 | $1.9M | +$1.3M | 148.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,228 | +7,159 | $1.9M | +$1.3M | 141.2% |
| CREDIT AGRICOLE S A | 32,105 | +2,003 | $5.0M | +$1.2M | 6.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 36,324 | +800 | $5.7M | +$1.2M | 2.3% |
| Walleye Capital LLC | 18,182 | +5,276 | $2.8M | +$1.2M | 40.9% |
| DAFNA Capital Management LLC | 16,000 | +5,000 | $2.5M | +$1.1M | 45.5% |
| CIBC Asset Management Inc | 15,060 | +5,165 | $2.4M | +$1.1M | 52.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,036 | +234 | $1.1M | +$1.1M | 3.4% |
| Sequoia Financial Advisors, LLC | 7,986 | +6,085 | $1.2M | +$1.0M | 320.1% |
| Merit Financial Group, LLC | 8,167 | +5,420 | $1.3M | +$931.3K | 197.3% |
| CAPTRUST FINANCIAL ADVISORS | 15,229 | +3,620 | $2.4M | +$924.3K | 31.2% |
| Quadrature Capital Ltd | 23,391 | +1,541 | $3.7M | +$916.0K | 7.0% |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 21,700 | +1,900 | $3.4M | +$909.1K | 9.6% |
| SIG BROKERAGE, LP | 19,205 | +1,942 | $3.0M | +$837.2K | 11.2% |
| GABELLI FUNDS LLC | 10,400 | +4,000 | $1.6M | +$822.6K | 62.5% |
| NEUBERGER BERMAN GROUP LLC | 22,994 | +776 | $3.6M | +$808.4K | 3.5% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 12,961 | +3,052 | $2.0M | +$783.1K | 30.8% |
| Pallas Capital Advisors LLC | 8,034 | +4,188 | $1.3M | +$772.9K | 108.9% |
| Rockefeller Capital Management L.P. | 6,884 | +3,579 | $1.1M | +$661.2K | 108.3% |
| AlphaQuest LLC | 5,796 | +3,794 | $905.0K | +$654.4K | 189.5% |
| ARK Investment Management LLC | 9,138 | +2,930 | $1.4M | +$649.5K | 47.2% |
| Modera Wealth Management, LLC | 14,394 | +1,285 | $2.2M | +$606.1K | 9.8% |
| Czech National Bank | 17,596 | +474 | $2.7M | +$603.6K | 2.8% |
| FORA Capital, LLC | 7,407 | +2,933 | $1.2M | +$596.4K | 65.5% |
| Maridea Wealth Management LLC | 6,193 | +3,445 | $967.0K | +$596.2K | 125.4% |
| Mirae Asset Global Investments Co., Ltd. | 11,588 | +1,809 | $1.8M | +$584.9K | 18.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,707 | +979 | $2.3M | +$577.5K | 7.1% |
| AXQ CAPITAL, LP | 6,713 | +2,807 | $1.0M | +$559.1K | 71.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 8,760 | +2,154 | $1.4M | +$540.7K | 32.6% |
| LAZARD ASSET MANAGEMENT LLC | 13,569 | +860 | $2.1M | +$527.4K | 6.8% |
| Marex Group plc | 11,333 | +1,364 | $1.8M | +$521.3K | 13.7% |
| State of Wyoming | 5,146 | +2,827 | $803.5K | +$513.2K | 121.9% |
| ProShare Advisors LLC | 13,047 | +709 | $2.0M | +$492.3K | 5.7% |
| Kovitz Investment Group Partners, LLC | 6,905 | +1,867 | $1.1M | +$447.4K | 37.0% |
| COMERICA BANK | 13,656 | +76 | $2.1M | +$431.9K | 0.6% |
| HB Wealth Management, LLC | 7,453 | +1,484 | $1.2M | +$416.2K | 24.9% |
| FIFTH THIRD BANCORP | 5,619 | +1,859 | $877.4K | +$406.6K | 49.4% |
| Summit Trail Advisors, LLC | 8,906 | +1,047 | $1.4M | +$406.6K | 13.3% |
| Tower Research Capital LLC (TRC) | 3,100 | +2,402 | $484.1K | +$396.7K | 344.1% |
| HANCOCK WHITNEY CORP | 7,340 | +1,345 | $1.1M | +$395.4K | 22.4% |
| Main Street Financial Solutions, LLC | 9,928 | +593 | $1.6M | +$381.3K | 6.3% |
| NISA INVESTMENT ADVISORS, LLC | 10,779 | +343 | $1.7M | +$376.3K | 3.3% |
| NorthCrest Asset Manangement, LLC | 4,440 | +1,633 | $710.9K | +$344.7K | 58.2% |
| AMERICAN ASSETS INC | 7,000 | +1,000 | $1.1M | +$341.7K | 16.7% |
| Corient Private Wealth LLC | 15,473 | +192 | $2.2M | +$332.7K | 1.3% |
| QUADRANT CAPITAL GROUP LLC | 3,031 | +1,899 | $473.3K | +$331.5K | 167.8% |
| GUGGENHEIM CAPITAL LLC | 7,955 | +619 | $1.2M | +$323.6K | 8.4% |
| DDD Partners, LLC | 9,466 | +238 | $1.5M | +$322.6K | 2.6% |
| B. Metzler seel. Sohn & Co. AG | 3,380 | +1,661 | $527.8K | +$312.5K | 96.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 9,214 | +55 | $1.4M | +$291.9K | 0.6% |
| ROTHSCHILD INVESTMENT LLC | 1,991 | +1,683 | $310.9K | +$272.3K | 546.4% |
| ALLSTATE CORP | 3,793 | +1,218 | $592.3K | +$269.8K | 47.3% |
| MUFG Securities EMEA plc | 2,736 | +1,446 | $427.2K | +$265.7K | 112.1% |
| M.E. ALLISON & CO., INC. | 4,155 | +1,045 | $648.8K | +$259.4K | 33.6% |
| Pathstone Holdings, LLC | 4,705 | +877 | $734.7K | +$255.3K | 22.9% |
| M&T Bank Corp | 6,377 | +414 | $996.3K | +$249.6K | 6.9% |
| Vanguard Personalized Indexing Management, LLC | 6,834 | +280 | $1.1M | +$246.4K | 4.3% |
| UMB Bank, n.a. | 1,820 | +1,493 | $284.2K | +$243.2K | 456.6% |
| Polymer Capital Management (US) LLC | 6,840 | +215 | $1.1M | +$238.5K | 3.2% |
| Federation des caisses Desjardins du Quebec | 5,871 | +433 | $916.8K | +$235.8K | 8.0% |
| STRS OHIO | 6,642 | +3 | $1.0M | +$205.8K | 0.0% |
| EverSource Wealth Advisors, LLC | 1,871 | +1,115 | $292.2K | +$197.5K | 147.5% |
| Stonehage Fleming Financial Services Holdings Ltd | 3,904 | +606 | $609.6K | +$196.6K | 18.4% |
| TD Waterhouse Canada Inc. | 1,983 | +1,081 | $309.6K | +$194.5K | 119.8% |
| &PARTNERS | 4,771 | +437 | $729.2K | +$190.8K | 10.1% |
| Quarry LP | 2,382 | +879 | $371.9K | +$183.7K | 58.5% |
| CIBC WORLD MARKET INC. | 5,368 | +17 | $838.2K | +$168.2K | 0.3% |
| PAX Financial Group, LLC | 2,718 | +629 | $424.4K | +$162.8K | 30.1% |
| Headlands Technologies LLC | 2,326 | +627 | $363.2K | +$150.5K | 36.9% |
| Chicago Partners Investment Group LLC | 2,681 | +377 | $452.4K | +$145.6K | 16.4% |
| Norinchukin Bank, The | 4,040 | +162 | $630.8K | +$145.2K | 4.2% |
| NewEdge Advisors, LLC | 2,517 | +531 | $393.0K | +$144.3K | 26.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,203 | +587 | $344.0K | +$141.6K | 36.3% |
| Krilogy Financial LLC | 3,540 | +178 | $593.5K | +$132.2K | 5.3% |
| JONES FINANCIAL COMPANIES LLLP | 2,127 | +394 | $332.1K | +$113.4K | 22.7% |
| Parallel Advisors, LLC | 1,189 | +604 | $185.7K | +$112.4K | 103.2% |
| SUMMIT WEALTH GROUP LLC / CO | 1,624 | +434 | $253.6K | -$109.7K | 36.5% |
| Allspring Global Investments Holdings, LLC | 3,034 | +117 | $473.4K | +$101.4K | 4.0% |
| Optimize Financial Inc | 3,097 | +44 | $483.6K | +$101.3K | 1.4% |
| Farther Finance Advisors, LLC | 761 | +570 | $118.8K | +$94.8K | 298.4% |
| Canada Post Corp Registered Pension Plan | 1,308 | +360 | $204.2K | +$84.4K | 38.0% |
| Aster Capital Management (DIFC) Ltd | 1,882 | +195 | $293.9K | +$82.6K | 11.6% |
| Sivia Capital Partners, LLC | 1,794 | +716 | $280.1K | +$76.0K | 66.4% |
| Crossmark Global Holdings, Inc. | 2,245 | +48 | $350.6K | +$75.4K | 2.2% |
| CVA Family Office, LLC | 499 | +436 | $77.9K | +$70.0K | 692.1% |
| Siemens Fonds Invest GmbH | 1,204 | +242 | $190.4K | +$69.9K | 25.1% |
| Smartleaf Asset Management LLC | 1,349 | +193 | $213.3K | +$67.2K | 16.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,896 | +68 | $296.1K | +$67.1K | 3.7% |
| Clearstead Advisors, LLC | 721 | +328 | $112.6K | +$63.4K | 83.5% |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 925 | +225 | $144.4K | +$56.8K | 32.1% |
| SIGNATUREFD, LLC | 721 | +261 | $112.6K | +$55.0K | 56.7% |
| HUNTINGTON NATIONAL BANK | 555 | +273 | $86.7K | +$51.4K | 96.8% |
| True Wealth Design, LLC | 388 | +237 | $60.6K | +$41.7K | 156.9% |
| Horizon Investments, LLC | 1,114 | +35 | $174.0K | +$38.8K | 3.2% |
| Prestige Wealth Management Group LLC | 179 | +161 | $39.1K | +$36.8K | 894.4% |
| Lido Advisors, LLC | 2,301 | +35 | $316.2K | +$32.3K | 1.5% |
| Parkside Financial Bank & Trust | 827 | +8 | $129.1K | +$26.6K | 1.0% |
| Global Retirement Partners, LLC | 230 | +116 | $35.9K | +$21.6K | 101.8% |
| Sunbelt Securities, Inc. | 158 | +109 | $24.7K | +$18.5K | 222.4% |
| Deseret Mutual Benefit Administrators | 139 | +92 | $21.7K | +$15.8K | 195.7% |
| Independence Bank of Kentucky | 183 | +80 | $28.6K | +$15.7K | 77.7% |
| Larson Financial Group LLC | 122 | +95 | $19.1K | +$15.7K | 351.9% |
| SG Americas Securities, LLC | 138,489 | +89,628 | $21.6K | +$15.5K | 183.4% |
| PRIVATE TRUST CO NA | 106 | +87 | $16.6K | +$14.2K | 457.9% |
| CWM, LLC | 103,817 | +83,842 | $16.2K | +$13.7K | 419.7% |
| Annis Gardner Whiting Capital Advisors, LLC | 86 | +66 | $13.4K | +$10.9K | 330.0% |
| Activest Wealth Management | 116 | +52 | $18.1K | +$10.1K | 81.3% |
| Blue Trust, Inc. | 89 | +53 | $13.9K | +$9.4K | 147.2% |
| Pinnacle Bancorp, Inc. | 218 | +14 | $34.0K | +$8.5K | 6.9% |
| TD PRIVATE CLIENT WEALTH LLC | 245 | +7 | $38.3K | +$8.5K | 2.9% |
| AdvisorNet Financial, Inc | 240 | +3 | $37.5K | +$7.8K | 1.3% |
| Cromwell Holdings LLC | 50 | +48 | $7.8K | +$7.6K | 2400.0% |
| Manchester Capital Management LLC | 54 | +46 | $8.4K | +$7.4K | 575.0% |
| CYBER HORNET ETFs LLC | 205 | +8 | $32.0K | +$7.3K | 4.1% |
| MAI Capital Management | 198 | +4 | $30.9K | +$6.6K | 2.1% |
| Hunter Perkins Capital Management, LLC | 43,842 | +34,767 | $6.8K | +$5.7K | 383.1% |
| ORG Partners LLC | 35 | +31 | $5.5K | +$5.0K | 775.0% |
| Versant Capital Management, Inc | 42 | +25 | $6.6K | +$4.4K | 147.1% |
| Transamerica Financial Advisors, LLC | 42 | +13 | $6.6K | +$3.0K | 44.8% |
| Bruce G. Allen Investments, LLC | 25 | +11 | $3.9K | +$2.2K | 78.6% |
| Physician Wealth Advisors, Inc. | 17 | +11 | $2.7K | +$1.9K | 183.3% |
| WPG Advisers, LLC | 24 | +8 | $3.7K | +$1.7K | 50.0% |
| Root Financial Partners, LLC | 40 | +4 | $6.2K | +$1.7K | 11.1% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 54,284 | +451 | $8.5K | +$1.7K | 0.8% |
| Financial Management Professionals, Inc. | 14 | +10 | $2.2K | +$1.7K | 250.0% |
| Thrivent Financial for Lutherans | 12,909 | +9,730 | $2.0K | +$1.6K | 306.1% |
| MEEDER ASSET MANAGEMENT INC | 30 | +5 | $4.7K | +$1.6K | 20.0% |
| Bell Investment Advisors, Inc | 18 | +4 | $2.8K | +$1.1K | 28.6% |
| Handelsbanken Fonder AB | 23,693 | +1,993 | $3.7K | +$983 | 9.2% |
| AMALGAMATED BANK | 13,604 | +760 | $2.1K | +$516 | 5.9% |
| Retirement Wealth Solutions LLC | 7 | +1 | $1.1K | +$342 | 16.7% |
| Ceeto Capital Group, LLC | 6,800 | +1,000 | $1.1K | +$336 | 17.2% |
| Dunhill Financial, LLC | 3 | +1 | $541 | +$324 | 50.0% |
| CX Institutional | 1,919 | +1,463 | $300 | +$243 | 320.8% |
| HANTZ FINANCIAL SERVICES, INC. | 1,935 | +1,229 | $302 | +$214 | 174.1% |
| Covestor Ltd | 1,035 | +371 | $162 | +$79 | 55.9% |
| GW&K Investment Management, LLC | 143 | +48 | $22 | +$10 | 50.5% |
| Avion Wealth | 4 | +1 | $0 | $0 | 33.3% |