13F QoQ Ownership Changes
AVY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 162 new · 258 added · 378 reduced · 94 exited
New Positions(162)
Added To(258)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10,448,799 | +69,662 | $1.90B | +$217.2M | 0.7% |
| MORGAN STANLEY | 3,869,889 | +647,795 | $703.9M | +$181.3M | 20.1% |
| DEUTSCHE BANK AG\ | 754,783 | +392,283 | $137.3M | +$78.5M | 108.2% |
| STATE STREET CORP | 3,701,598 | +34,124 | $673.2M | +$78.5M | 0.9% |
| AQR CAPITAL MANAGEMENT LLC | 542,152 | +333,013 | $98.6M | +$65.1M | 159.2% |
| Balyasny Asset Management L.P. | 708,877 | +246,755 | $128.9M | +$54.0M | 53.4% |
| AMERIPRISE FINANCIAL INC | 1,887,125 | +45,934 | $343.3M | +$44.6M | 2.5% |
| Quantinno Capital Management LP | 270,902 | +179,123 | $49.3M | +$34.4M | 195.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 733,526 | +103,686 | $133.4M | +$31.3M | 16.5% |
| VICTORY CAPITAL MANAGEMENT INC | 293,087 | +151,565 | $53.3M | +$30.4M | 107.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 780,972 | +80,707 | $142.0M | +$28.5M | 11.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,008,727 | +41,714 | $183.5M | +$26.6M | 4.3% |
| BANK OF AMERICA CORP /DE/ | 880,755 | +36,277 | $160.2M | +$23.2M | 4.3% |
| UBS Group AG | 334,262 | +99,669 | $60.8M | +$22.8M | 42.5% |
| Retirement Systems of Alabama | 228,979 | +107,109 | $41.6M | +$21.9M | 87.9% |
| Silvercrest Asset Management Group LLC | 542,957 | +66,751 | $98.8M | +$21.5M | 14.0% |
| DIMENSIONAL FUND ADVISORS LP | 858,012 | +4,007 | $156.1M | +$17.6M | 0.5% |
| Boston Trust Walden Corp | 327,423 | +42,892 | $59.6M | +$13.4M | 15.1% |
| BARCLAYS PLC | 276,356 | +49,773 | $48.5M | +$11.7M | 22.0% |
| Brandywine Global Investment Management, LLC | 77,257 | +60,192 | $14.1M | +$11.3M | 352.7% |
| BNP PARIBAS FINANCIAL MARKETS | 221,193 | +35,496 | $40.2M | +$10.1M | 19.1% |
| Aristotle Atlantic Partners, LLC | 135,758 | +38,253 | $24.7M | +$8.9M | 39.2% |
| NOMURA ASSET MANAGEMENT CO LTD | 73,412 | +45,120 | $13.4M | +$8.8M | 159.5% |
| JOHNSON INVESTMENT COUNSEL INC | 361,605 | +9,970 | $65.8M | +$8.7M | 2.8% |
| SEI INVESTMENTS CO | 81,175 | +39,713 | $14.8M | +$8.0M | 95.8% |
| Amundi | 364,072 | +4,158 | $66.2M | +$7.7M | 1.1% |
| AEGON ASSET MANAGEMENT UK Plc | 213,450 | +19,168 | $38.8M | +$7.3M | 9.9% |
| BANK OF MONTREAL /CAN/ | 142,734 | +25,634 | $26.0M | +$7.0M | 21.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 169,137 | +13,494 | $30.9M | +$5.6M | 8.7% |
| Schonfeld Strategic Advisors LLC | 36,103 | +30,195 | $6.6M | +$5.6M | 511.1% |
| Corient Private Wealth LLC | 239,635 | +37,217 | $27.3M | -$5.5M | 18.4% |
| Mitsubishi UFJ Trust & Banking Corp | 67,193 | +24,953 | $12.2M | +$5.4M | 59.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,827 | +22,915 | $12.5M | +$5.1M | 49.9% |
| Cerity Partners LLC | 95,513 | +19,361 | $17.4M | +$5.0M | 25.4% |
| Allianz Asset Management GmbH | 44,864 | +22,522 | $8.2M | +$4.5M | 100.8% |
| CONGRESS ASSET MANAGEMENT CO | 97,622 | +12,339 | $17.8M | +$3.9M | 14.5% |
| Lighthouse Investment Partners, LLC | 24,232 | +21,092 | $4.4M | +$3.9M | 671.7% |
| IFM Investors Pty Ltd | 22,413 | +361 | $4.1K | -$3.5M | 1.6% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18,500 | +7,900 | $3.4M | +$3.4M | 74.5% |
| Baird Financial Group, Inc. | 146,895 | +2,726 | $26.7M | +$3.3M | 1.9% |
| State of Tennessee, Department of Treasury | 25,909 | +16,633 | $4.8M | +$3.3M | 179.3% |
| BLAIR WILLIAM & CO/IL | 23,440 | +17,176 | $4.3M | +$3.2M | 274.2% |
| ING GROEP NV | 26,589 | +16,508 | $4.8M | +$3.2M | 163.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | 100,998 | +6,880 | $18.4M | +$3.1M | 7.3% |
| TORONTO DOMINION BANK | 45,011 | +12,982 | $8.2M | +$3.0M | 40.5% |
| Fenimore Asset Management Inc | 143,826 | +577 | $26.2M | +$2.9M | 0.4% |
| Focus Partners Wealth | 19,456 | +15,678 | $3.5M | +$2.9M | 415.0% |
| Man Group plc | 53,929 | +10,927 | $9.8M | +$2.8M | 25.4% |
| AVIVA PLC | 69,030 | +7,712 | $12.6M | +$2.6M | 12.6% |
| MILLENNIUM MANAGEMENT LLC | 60,566 | +7,250 | $11.0M | +$2.4M | 13.6% |
| Creative Planning | 29,264 | +10,549 | $5.3M | +$2.3M | 56.4% |
| OMERS ADMINISTRATION Corp | 14,704 | +11,817 | $2.7M | +$2.2M | 409.3% |
| Vestmark Advisory Solutions, Inc. | 13,996 | +11,818 | $2.5M | +$2.2M | 542.6% |
| CRAMER ROSENTHAL MCGLYNN LLC | 53,156 | +5,904 | $9.7M | +$2.0M | 12.5% |
| CIBC Asset Management Inc | 20,909 | +8,690 | $3.8M | +$1.8M | 71.1% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 14,200 | +9,200 | $2.6M | +$1.8M | 184.0% |
| Raiffeisen Bank International AG | 9,687 | +9,602 | $1.8M | +$1.8M | 11296.5% |
| Horizon Investments, LLC | 10,644 | +8,925 | $1.9M | +$1.7M | 519.2% |
| US BANCORP \DE\ | 35,736 | +5,593 | $6.5M | +$1.6M | 18.6% |
| Russell Investments Group, Ltd. | 51,502 | +3,570 | $9.4M | +$1.6M | 7.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 64,822 | +899 | $11.8M | +$1.4M | 1.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | 64,056 | +600 | $11.7M | +$1.4M | 0.9% |
| Willis Investment Counsel | 9,856 | +6,998 | $1.8M | +$1.3M | 244.8% |
| Caprock Group, LLC | 11,229 | +6,778 | $2.0M | +$1.3M | 152.3% |
| Midwest Trust Co | 56,156 | +1,005 | $10.2M | +$1.3M | 1.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 19,981 | +9,627 | $2.9M | +$1.2M | 93.0% |
| PNC Financial Services Group, Inc. | 38,426 | +2,940 | $7.0M | +$1.2M | 8.3% |
| FOX RUN MANAGEMENT, L.L.C. | 8,157 | +6,454 | $1.5M | +$1.2M | 379.0% |
| LPL Financial LLC | 44,333 | +1,989 | $8.1M | +$1.2M | 4.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,904 | +4,675 | $3.6M | +$1.2M | 30.7% |
| Monte Financial Group, LLC | 36,432 | +2,712 | $6.6M | +$1.2M | 8.0% |
| Mariner, LLC | 12,187 | +5,656 | $2.2M | +$1.2M | 86.6% |
| BROADWATER CAPITAL MANAGEMENT LLC | 616,459 | +589,579 | $5.9M | +$1.1M | 2193.4% |
| NATIONAL BANK OF CANADA /FI/ | 49,048 | +806 | $8.9M | +$1.1M | 1.7% |
| Tredje AP-fonden | 9,606 | +5,518 | $1.7M | +$1.1M | 135.0% |
| Advisors Asset Management, Inc. | 24,528 | +3,497 | $4.5M | +$1.1M | 16.6% |
| Callan Family Office, LLC | 7,926 | +5,356 | $1.4M | +$1.0M | 208.4% |
| Korea Investment CORP | 22,067 | +3,600 | $4.0M | +$1.0M | 19.5% |
| D.A. DAVIDSON & CO. | 9,325 | +4,050 | $1.7M | +$840.6K | 76.8% |
| MACKENZIE FINANCIAL CORP | 12,046 | +3,362 | $2.2M | +$793.7K | 38.7% |
| Mediolanum International Funds Ltd | 13,815 | +2,956 | $2.5M | +$788.4K | 27.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 34,424 | +32 | $6.3M | +$786.2K | 0.1% |
| CHOREO, LLC | 14,804 | +2,850 | $2.7M | +$773.0K | 23.8% |
| Tower Research Capital LLC (TRC) | 5,736 | +3,999 | $1.0M | +$761.6K | 230.2% |
| Empowered Funds, LLC | 14,295 | +2,957 | $2.6M | +$761.3K | 26.1% |
| MOKAN Wealth Management Inc. | 11,125 | +3,318 | $2.0M | +$757.3K | 42.5% |
| Asset Management One Co., Ltd. | 32,977 | +469 | $6.0M | +$751.1K | 1.4% |
| DANSKE BANK A/S | 26,184 | +1,400 | $4.8M | +$743.1K | 5.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 9,985 | +3,249 | $1.8M | +$723.7K | 48.2% |
| BANK OF NOVA SCOTIA | 14,535 | +2,595 | $2.6M | +$707.3K | 21.7% |
| ALBERT D MASON INC | 10,386 | +3,042 | $1.9M | +$698.0K | 41.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 13,851 | +2,615 | $2.5M | +$697.1K | 23.3% |
| Mirae Asset Global Investments Co., Ltd. | 14,982 | +2,465 | $2.7M | +$695.0K | 19.7% |
| SHUFRO ROSE & CO LLC | 117,369 | +3,068 | $21.3M | +$688.7K | 2.7% |
| Federation des caisses Desjardins du Quebec | 9,992 | +3,031 | $1.8M | +$688.5K | 43.5% |
| CAPTRUST FINANCIAL ADVISORS | 11,461 | +2,734 | $2.1M | +$669.2K | 31.3% |
| GUGGENHEIM CAPITAL LLC | 29,321 | +488 | $5.3M | +$657.1K | 1.7% |
| Vanguard Personalized Indexing Management, LLC | 11,330 | +2,595 | $2.1M | +$644.1K | 29.7% |
| ALLSTATE CORP | 4,823 | +3,376 | $877.2K | +$642.5K | 233.3% |
| Rockefeller Capital Management L.P. | 9,647 | +2,601 | $1.8M | +$616.4K | 36.9% |
| Summit Trail Advisors, LLC | 8,056 | +2,800 | $1.5M | +$612.9K | 53.3% |
| SYON CAPITAL LLC | 4,866 | +3,055 | $885.0K | +$591.3K | 168.7% |
| State of New Jersey Common Pension Fund D | 23,813 | +596 | $4.3M | +$566.0K | 2.6% |
| Aaron Wealth Advisors LLC | 8,627 | +2,376 | $1.6M | +$555.4K | 38.0% |
| DEAN INVESTMENT ASSOCIATES, LLC | 22,734 | +581 | $4.1M | +$542.3K | 2.6% |
| Metis Global Partners, LLC | 13,385 | +1,706 | $2.4M | +$540.5K | 14.6% |
| NISA INVESTMENT ADVISORS, LLC | 17,692 | +1,135 | $3.2M | +$532.8K | 6.8% |
| HBK Sorce Advisory LLC | 11,780 | +875 | $2.3M | +$515.8K | 8.0% |
| DNB Asset Management AS | 16,996 | +1,066 | $3.1M | +$507.9K | 6.7% |
| Czech National Bank | 20,382 | +576 | $3.7M | +$495.1K | 2.9% |
| ProShare Advisors LLC | 16,739 | +887 | $3.0M | +$473.8K | 5.6% |
| National Pension Service | 8,920 | +1,817 | $1.6M | +$470.5K | 25.6% |
| M&T Bank Corp | 18,964 | +536 | $3.4M | +$460.8K | 2.9% |
| Investment Management Corp of Ontario | 10,045 | +1,561 | $1.8M | +$451.1K | 18.4% |
| Sequoia Financial Advisors, LLC | 7,715 | +1,690 | $1.4M | +$426.2K | 28.0% |
| AlphaQuest LLC | 5,824 | +1,846 | $1.1M | +$414.2K | 46.4% |
| Pathstone Holdings, LLC | 18,598 | +276 | $3.4M | +$411.3K | 1.5% |
| Waverly Advisors, LLC | 3,991 | +2,045 | $725.9K | +$410.3K | 105.1% |
| Crossmark Global Holdings, Inc. | 5,198 | +1,815 | $945.4K | +$396.8K | 53.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,574 | +1,521 | $1.4M | +$395.9K | 25.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,555 | +1,515 | $1.4M | +$394.6K | 25.1% |
| Strengthening Families & Communities, LLC | 14,125 | +707 | $2.6M | +$372.9K | 5.3% |
| Sepio Capital, LP | 6,949 | +1,442 | $1.3M | +$370.8K | 26.2% |
| Rossmore Private Capital | 3,664 | +1,832 | $666.4K | +$369.3K | 100.0% |
| Baker Avenue Asset Management, LP | 3,210 | +1,861 | $583.8K | +$365.1K | 137.9% |
| Bill Few Associates, Inc. | 14,611 | +412 | $2.7M | +$354.9K | 2.9% |
| MUFG Securities EMEA plc | 3,169 | +1,676 | $576.4K | +$334.3K | 112.3% |
| Plato Investment Management Ltd | 3,244 | +1,593 | $592.9K | +$327.2K | 96.5% |
| PALISADE CAPITAL MANAGEMENT, LP | 11,631 | +582 | $2.1M | +$323.6K | 5.3% |
| QUADRANT CAPITAL GROUP LLC | 2,970 | +1,548 | $540.2K | +$309.6K | 108.9% |
| Procyon Advisors, LLC | 3,436 | +1,490 | $624.9K | +$309.4K | 76.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 6,905 | +1,039 | $1.3M | +$304.6K | 17.7% |
| Farther Finance Advisors, LLC | 2,061 | +1,622 | $374.8K | +$303.6K | 369.5% |
| MML INVESTORS SERVICES, LLC | 5,649 | +1,174 | $1.0M | +$301.7K | 26.2% |
| Chicago Partners Investment Group LLC | 4,146 | +1,461 | $777.1K | +$296.0K | 54.4% |
| Dean Capital Management | 11,703 | +362 | $2.1M | +$289.4K | 3.2% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,178 | +422 | $2.0M | +$288.8K | 3.9% |
| Versant Capital Management, Inc | 1,732 | +1,458 | $315.0K | +$270.6K | 532.1% |
| Taylor Frigon Capital Management LLC | 9,858 | +378 | $1.8M | +$255.7K | 4.0% |
| &PARTNERS | 5,210 | +860 | $947.6K | +$247.6K | 19.8% |
| TWO SIGMA SECURITIES, LLC | 2,789 | +1,106 | $507.3K | +$234.3K | 65.7% |
| Pacer Advisors, Inc. | 6,786 | +562 | $1.2M | +$224.9K | 9.0% |
| HB Wealth Management, LLC | 5,891 | +664 | $1.1M | +$223.8K | 12.7% |
| Kestra Advisory Services, LLC | 6,121 | +630 | $1.1M | +$222.7K | 11.5% |
| Atria Investments, Inc | 10,810 | +3 | $2.0M | +$213.6K | 0.0% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10,717 | +7 | $1.9M | +$212.4K | 0.1% |
| JANUS HENDERSON GROUP PLC | 9,117 | +152 | $1.7M | +$205.2K | 1.7% |
| EQUITABLE TRUST CO | 6,049 | +480 | $1.1M | +$197.1K | 8.6% |
| Merit Financial Group, LLC | 3,873 | +716 | $704.5K | +$192.5K | 22.7% |
| VELA Investment Management, LLC | 2,596 | +858 | $472.2K | +$190.3K | 49.4% |
| PINNACLE ASSOCIATES LTD | 8,236 | +160 | $1.5M | +$188.3K | 2.0% |
| Global Retirement Partners, LLC | 1,106 | +952 | $201.2K | +$176.2K | 618.2% |
| FIFTH THIRD BANCORP | 4,913 | +486 | $893.6K | +$175.6K | 11.0% |
| Concurrent Investment Advisors, LLC | 5,514 | +400 | $1.0M | +$173.5K | 7.8% |
| Allspring Global Investments Holdings, LLC | 3,837 | +557 | $700.0K | +$167.1K | 17.0% |
| UMB Bank, n.a. | 1,670 | +774 | $303.7K | +$158.4K | 86.4% |
| Norinchukin Bank, The | 5,067 | +361 | $921.6K | +$158.4K | 7.7% |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 7,388 | +40 | $1.3M | +$152.1K | 0.5% |
| PRIVATE TRUST CO NA | 6,358 | +131 | $1.2M | +$146.6K | 2.1% |
| Wealthspire Advisors, LLC | 2,425 | +598 | $441.1K | +$144.8K | 32.7% |
| BROWN BROTHERS HARRIMAN & CO | 1,936 | +652 | $352.1K | +$143.9K | 50.8% |
| Keeler Thomas Management LLC | 6,996 | +26 | $1.3M | +$142.0K | 0.4% |
| Prestige Wealth Management Group LLC | 756 | +630 | $143.9K | +$123.5K | 500.0% |
| Hillsdale Investment Management Inc. | 5,300 | +100 | $964.0K | +$120.7K | 1.9% |
| Ransom Advisory, Ltd | 720 | +525 | $150.4K | +$118.7K | 269.2% |
| Ascent Group, LLC | 2,225 | +452 | $404.7K | +$117.2K | 25.5% |
| Manchester Capital Management LLC | 3,959 | +234 | $720.1K | +$116.0K | 6.3% |
| Wilmington Savings Fund Society, FSB | 3,995 | +220 | $726.6K | +$114.4K | 5.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,812 | +263 | $903.4K | +$110.5K | 5.8% |
| Canada Post Corp Registered Pension Plan | 1,815 | +410 | $330.1K | +$104.7K | 29.2% |
| GREENLEAF TRUST | 2,399 | +272 | $436.3K | +$91.4K | 12.8% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 2,372 | +267 | $431.4K | +$90.1K | 12.7% |
| Cullen/Frost Bankers, Inc. | 4,321 | +1 | $785.9K | +$85.3K | 0.0% |
| Riverwater Partners LLC | 4,290 | +2 | $780.3K | +$84.9K | 0.0% |
| ASSETMARK, INC | 1,354 | +335 | $246.3K | +$81.0K | 32.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,581 | +161 | $469.4K | +$77.0K | 6.7% |
| TECTONIC ADVISORS LLC | 3,099 | +80 | $563.7K | +$74.1K | 2.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,242 | +142 | $407.8K | +$67.2K | 6.8% |
| Portside Wealth Group, LLC | 1,564 | +224 | $284.5K | +$67.2K | 16.7% |
| NewEdge Wealth, LLC | 2,935 | +258 | $533.8K | +$66.6K | 9.6% |
| Apollon Wealth Management, LLC | 1,620 | +209 | $294.6K | +$65.8K | 14.8% |
| Diversify Advisory Services, LLC | 1,870 | +209 | $352.8K | +$63.4K | 12.6% |
| Westerkirk Capital Inc. | 600 | +300 | $109.1K | +$60.5K | 100.0% |
| Parkside Financial Bank & Trust | 783 | +261 | $142.4K | +$57.8K | 50.0% |
| Fiduciary Trust Co | 2,069 | +96 | $376.3K | +$56.4K | 4.9% |
| McElhenny Sheffield Capital Management, LLC | 2,171 | +73 | $394.9K | +$54.6K | 3.5% |
| Beacon Pointe Advisors, LLC | 1,789 | +106 | $325.4K | +$52.6K | 6.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,163 | +54 | $393.4K | +$51.4K | 2.6% |
| Perennial Investment Advisors, LLC | 2,124 | +41 | $386.3K | +$48.5K | 2.0% |
| MATHER GROUP, LLC. | 1,860 | +64 | $338.3K | +$47.0K | 3.6% |
| Capital Investment Advisors, LLC | 1,838 | +61 | $334.2K | +$46.0K | 3.4% |
| HUNTINGTON NATIONAL BANK | 1,832 | +56 | $333.2K | +$45.2K | 3.1% |
| NEOS Investment Management LLC | 2,158 | +15 | $392.5K | +$45.0K | 0.7% |
| BROWN, LISLE/CUMMINGS, INC. | 960 | +150 | $174.6K | +$43.2K | 18.5% |
| SUMITOMO LIFE INSURANCE CO | 2,001 | +22 | $363.9K | +$43.0K | 1.1% |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,127 | +4 | $386.9K | +$42.6K | 0.2% |
| Lakeridge Wealth Management LLC | 1,973 | +18 | $358.8K | +$41.6K | 0.9% |
| Optimize Financial Inc | 1,791 | +24 | $325.7K | +$39.2K | 1.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,322,221 | +74,063 | $240.5K | +$38.1K | 5.9% |
| OneDigital Investment Advisors LLC | 1,307 | +68 | $237.7K | +$36.8K | 5.5% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1,577 | +27 | $287.0K | +$35.6K | 1.7% |
| Steward Partners Investment Advisory, LLC | 1,425 | +42 | $259.2K | +$34.8K | 3.0% |
| LOWE BROCKENBROUGH & CO INC | 1,453 | +25 | $264.3K | +$32.7K | 1.8% |
| COURIER CAPITAL LLC | 1,622 | +1 | $295.0K | +$32.1K | 0.1% |
| Parallel Advisors, LLC | 1,342 | +32 | $244.1K | +$31.6K | 2.4% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 170 | +169 | $30.9K | +$30.8K | 16900.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,304 | +18 | $237.3K | +$30.5K | 1.4% |
| True Wealth Design, LLC | 216 | +160 | $39.3K | +$30.2K | 285.7% |
| SG Americas Securities, LLC | 180,240 | +156,903 | $32.8K | +$29.0K | 672.3% |
| MAI Capital Management | 1,303 | +9 | $237.0K | +$27.1K | 0.7% |
| Clearstead Advisors, LLC | 350 | +119 | $63.7K | +$26.2K | 51.5% |
| Ancora Advisors LLC | 140 | +138 | $25.5K | +$25.1K | 6900.0% |
| SIGNATUREFD, LLC | 578 | +84 | $105.1K | +$25.0K | 17.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 294 | +98 | $53.5K | +$21.7K | 50.0% |
| ROTHSCHILD INVESTMENT LLC | 387 | +72 | $70.4K | +$19.3K | 22.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 798 | +18 | $145.1K | +$18.6K | 2.3% |
| Larson Financial Group LLC | 260 | +81 | $47.4K | +$18.3K | 45.3% |
| Sound Income Strategies, LLC | 213 | +72 | $40.2K | +$17.5K | 51.1% |
| Root Financial Partners, LLC | 193 | +73 | $35.1K | +$15.6K | 60.8% |
| MassMutual Private Wealth & Trust, FSB | 246 | +27 | $44.7K | +$9.2K | 12.3% |
| Crewe Advisors LLC | 407 | +7 | $74.0K | +$9.2K | 1.8% |
| CoreCap Advisors, LLC | 378 | +8 | $68.7K | +$8.6K | 2.2% |
| FINANCIAL CONSULATE, INC | 362 | +9 | $65.8K | +$8.6K | 2.5% |
| Financial Network Wealth Advisors LLC | 94 | +41 | $17.1K | +$8.5K | 77.3% |
| Activest Wealth Management | 46 | +44 | $8.4K | +$8.0K | 2200.0% |
| SJS Investment Consulting Inc. | 301 | +11 | $54.7K | +$7.7K | 3.8% |
| SIT INVESTMENT ASSOCIATES INC | 42,450 | +41,830 | $7.7K | +$7.6K | 6746.8% |
| JFS WEALTH ADVISORS, LLC | 124 | +27 | $22.6K | +$6.8K | 27.8% |
| CYBER HORNET ETFs LLC | 233 | +11 | $42.4K | +$6.4K | 5.0% |
| ORG Partners LLC | 54 | +29 | $9.8K | +$5.8K | 116.0% |
| Rosenberg Matthew Hamilton | 52 | +25 | $9.5K | +$5.1K | 92.6% |
| SouthState Corp | 36 | +25 | $6.5K | +$4.8K | 227.3% |
| Salomon & Ludwin, LLC | 75 | +21 | $13.5K | +$4.7K | 38.9% |
| Sachetta, LLC | 27 | +21 | $4.9K | +$3.9K | 350.0% |
| CVA Family Office, LLC | 51 | +18 | $9.3K | +$3.9K | 54.5% |
| Rossby Financial, LCC | 22 | +20 | $4.0K | +$3.7K | 1000.0% |
| TD Capital Management LLC | 178 | +1 | $32.3K | +$3.7K | 0.6% |
| PEAPACK GLADSTONE FINANCIAL CORP | 88,123 | +367 | $16.0K | +$1.8K | 0.4% |
| HighMark Wealth Management LLC | 24 | +8 | $4.4K | +$1.8K | 50.0% |
| Piscataqua Savings Bank | 13 | +8 | $2.4K | +$1.6K | 160.0% |
| Thrivent Financial for Lutherans | 15,509 | +7,040 | $2.8K | +$1.4K | 83.1% |
| Dunhill Financial, LLC | 54 | +2 | $9.8K | +$1.4K | 3.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 58,253 | +1,114 | $10.6K | +$1.3K | 1.9% |
| CWM, LLC | 13,604 | +6,367 | $2.5K | +$1.3K | 88.0% |
| Physician Wealth Advisors, Inc. | 20 | +4 | $3.6K | +$1.0K | 25.0% |
| Handelsbanken Fonder AB | 24,100 | +3,400 | $4.4K | +$1.0K | 16.4% |
| Bay Harbor Wealth Management, LLC | 10 | +4 | $1.8K | +$845 | 66.7% |
| Rialto Wealth Management, LLC | 9 | +4 | $1.6K | +$826 | 80.0% |
| AMERIFLEX GROUP, INC. | 8 | +2 | $1.5K | +$482 | 33.3% |
| HFM Investment Advisors, LLC | 5 | +2 | $910 | +$423 | 66.7% |
| VAN ECK ASSOCIATES CORP | 14,859 | +725 | $2.7K | +$411 | 5.1% |
| Daiwa Securities Group Inc. | 13,439 | +299 | $2.4K | +$314 | 2.3% |
| DiNuzzo Private Wealth, Inc. | 13 | +1 | $2.4K | +$305 | 8.3% |
| BESSEMER GROUP INC | 5,629 | +230 | $1.0K | +$149 | 4.3% |
| Cambridge Investment Research Advisors, Inc. | 3,263 | +129 | $594 | +$86 | 4.1% |
| CX Institutional | 586 | +389 | $107 | +$75 | 197.5% |
| GW&K Investment Management, LLC | 67 | +9 | $12 | +$3 | 15.5% |
| Covestor Ltd | 84 | +9 | $15 | +$3 | 12.0% |