13F QoQ Ownership Changes
BHPLF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 129 new · 247 added · 306 reduced · 81 exited
New Positions(129)
Added To(247)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 13,800,183 | +2,562,747 | $833.1M | +$206.6M | 22.8% |
| Fisher Asset Management, LLC | 23,402,474 | +252,825 | $1.41B | +$122.2M | 1.1% |
| CITADEL ADVISORS LLC | 2,116,223 | +1,477,615 | $127.8M | +$92.2M | 231.4% |
| Centiva Capital, LP | 1,145,236 | +1,123,266 | $69.1M | +$67.9M | 5112.7% |
| BANK OF MONTREAL /CAN/ | 1,358,585 | +985,794 | $82.0M | +$61.2M | 264.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,114,604 | +438,407 | $127.7M | +$34.2M | 26.1% |
| TUDOR INVESTMENT CORP ET AL | 536,899 | +497,099 | $32.4M | +$30.2M | 1249.0% |
| DEUTSCHE BANK AG\ | 482,650 | +481,900 | $29.1M | +$29.1M | 64253.3% |
| AMERIPRISE FINANCIAL INC | 692,562 | +299,918 | $41.8M | +$19.9M | 76.4% |
| JPMORGAN CHASE & CO | 578,034 | +292,980 | $34.9M | +$19.0M | 102.8% |
| FRANKLIN RESOURCES INC | 338,213 | +299,557 | $20.4M | +$18.2M | 774.9% |
| FMR LLC | 2,066,768 | +127,270 | $124.8M | +$16.6M | 6.6% |
| Y-Intercept (Hong Kong) Ltd | 325,416 | +231,845 | $19.6M | +$14.4M | 247.8% |
| WELLS FARGO & COMPANY/MN | 450,878 | +169,724 | $27.2M | +$11.5M | 60.4% |
| AMERICAN CENTURY COMPANIES INC | 1,028,917 | +108,613 | $62.1M | +$10.8M | 11.8% |
| Walleye Trading LLC | 383,023 | +150,023 | $23.1M | +$10.1M | 64.4% |
| Parallax Volatility Advisers, L.P. | 162,516 | +147,597 | $9.8M | +$9.0M | 989.3% |
| Rockefeller Capital Management L.P. | 420,018 | +114,140 | $25.3M | +$8.2M | 37.3% |
| Bank Julius Baer & Co. Ltd, Zurich | 306,229 | +122,010 | $18.5M | +$8.2M | 66.2% |
| Aquatic Capital Management LLC | 151,226 | +133,371 | $9.1M | +$8.1M | 747.0% |
| CIBC WORLD MARKET INC. | 184,200 | +127,399 | $11.1M | +$8.0M | 224.3% |
| Twin Tree Management, LP | 152,000 | +125,900 | $9.2M | +$7.7M | 482.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 575,410 | +86,909 | $34.7M | +$7.5M | 17.8% |
| Townsend & Associates, Inc | 626,081 | +8,308 | $41.3M | +$7.0M | 1.3% |
| GABELLI FUNDS LLC | 524,400 | +81,000 | $31.7M | +$6.9M | 18.3% |
| Quantinno Capital Management LP | 406,226 | +90,360 | $24.5M | +$6.9M | 28.6% |
| UBS Group AG | 1,307,536 | +13,752 | $78.9M | +$6.8M | 1.1% |
| Pacific Heights Asset Management LLC | 425,000 | +75,000 | $25.7M | +$6.1M | 21.4% |
| JANE STREET GROUP, LLC | 985,677 | +21,895 | $59.5M | +$5.8M | 2.3% |
| Qube Research & Technologies Ltd | 148,480 | +128,190 | $6.7M | +$5.6M | 631.8% |
| CIBC Private Wealth Group LLC | 788,140 | +30,452 | $47.6M | +$5.3M | 4.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 87,743 | +2,697 | $5.3M | +$5.3M | 3.2% |
| Creative Planning | 354,310 | +65,539 | $21.4M | +$5.3M | 22.7% |
| CAPITAL FUND MANAGEMENT S.A. | 132,224 | +83,024 | $8.0M | +$5.2M | 168.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 381,106 | +47,938 | $23.0M | +$4.4M | 14.4% |
| LPL Financial LLC | 247,963 | +42,982 | $15.0M | +$3.5M | 21.0% |
| RAYMOND JAMES FINANCIAL INC | 525,154 | +16,699 | $31.7M | +$3.4M | 3.3% |
| AQR CAPITAL MANAGEMENT LLC | 181,750 | +41,110 | $11.0M | +$3.1M | 29.2% |
| Tidal Investments LLC | 164,262 | +34,377 | $9.9M | +$2.7M | 26.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 207,441 | +23,252 | $12.5M | +$2.3M | 12.6% |
| OSAIC HOLDINGS, INC. | 110,865 | +29,641 | $6.7M | +$2.2M | 36.5% |
| Cetera Investment Advisers | 207,917 | +17,860 | $12.6M | +$2.0M | 9.4% |
| Holowesko Partners Ltd. | 116,800 | +24,900 | $7.1M | +$1.9M | 27.1% |
| Greenline Partners, LLC | 123,288 | +23,095 | $7.4M | +$1.9M | 23.1% |
| Brooklyn Investment Group | 89,504 | +22,754 | $5.4M | +$1.8M | 34.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 44,347 | +27,431 | $2.7M | +$1.7M | 162.2% |
| SEI INVESTMENTS CO | 83,446 | +23,452 | $5.0M | +$1.7M | 39.1% |
| XTX Topco Ltd | 52,976 | +25,768 | $3.2M | +$1.7M | 94.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 130,841 | +18,412 | $7.9M | +$1.6M | 16.4% |
| STRATEGY ASSET MANAGERS LLC | 118,357 | +18,021 | $7.1M | +$1.6M | 18.0% |
| Ovata Capital Management Ltd | 46,187 | +23,500 | $2.8M | +$1.5M | 103.6% |
| ABBINGTON INVESTMENT GROUP | 69,288 | +21,700 | $4.2M | +$1.5M | 45.6% |
| CIBC Asset Management Inc | 30,115 | +22,714 | $1.8M | +$1.4M | 306.9% |
| NewEdge Advisors, LLC | 105,024 | +34,053 | $5.3M | +$1.4M | 48.0% |
| Farther Finance Advisors, LLC | 43,138 | +18,690 | $2.6M | +$1.2M | 76.4% |
| BEARING POINT CAPITAL, LLC | 125,425 | +10,999 | $7.6M | +$1.2M | 9.6% |
| Moran Wealth Management, LLC | 138,457 | +9,724 | $8.4M | +$1.2M | 7.5% |
| QRG CAPITAL MANAGEMENT, INC. | 134,333 | +9,061 | $8.1M | +$1.1M | 7.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 82,375 | +4,715 | $5.3M | +$1.1M | 6.1% |
| MQS Management LLC | 26,312 | +15,051 | $1.6M | +$960.7K | 133.7% |
| HOURGLASS CAPITAL, LLC | 94,706 | +9,160 | $5.7M | +$948.2K | 10.7% |
| EARNEST PARTNERS LLC | 97,456 | +8,773 | $5.9M | +$939.3K | 9.9% |
| HighTower Advisors, LLC | 181,052 | +1,420 | $10.9M | +$915.8K | 0.8% |
| NewEdge Wealth, LLC | 97,082 | +7,853 | $5.9M | +$907.7K | 8.8% |
| Bank of New York Mellon Corp | 140,061 | +4,025 | $8.5M | +$871.5K | 3.0% |
| Vise Technologies, Inc. | 37,241 | +12,275 | $2.2M | +$856.4K | 49.2% |
| Callan Family Office, LLC | 86,329 | +7,968 | $5.2M | +$843.0K | 10.2% |
| Russell Investments Group, Ltd. | 43,892 | +10,936 | $2.6M | +$812.5K | 33.2% |
| &PARTNERS | 47,666 | +9,528 | $2.9M | +$752.8K | 25.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17,327 | +10,881 | $1.0M | +$686.7K | 168.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 107,339 | +2,403 | $6.5M | +$629.9K | 2.3% |
| IEQ CAPITAL, LLC | 50,200 | +6,107 | $3.0M | +$572.4K | 13.8% |
| Private Advisor Group, LLC | 17,950 | +8,306 | $1.1M | +$546.0K | 86.1% |
| NATIONAL BANK OF CANADA /FI/ | 111,579 | +306 | $6.7M | +$531.9K | 0.3% |
| Fusion Capital, LLC | 127,726 | +1,800 | $7.7M | +$526.8K | 1.4% |
| Qtron Investments LLC | 14,657 | +8,049 | $884.8K | +$516.4K | 121.8% |
| Farringdon Capital, Ltd. | 12,401 | +8,028 | $748.6K | +$504.9K | 183.6% |
| Abel Hall, LLC | 15,221 | +7,755 | $918.9K | +$502.7K | 103.9% |
| May Hill Capital, LLC | 14,330 | +7,651 | $865.1K | +$492.7K | 114.5% |
| Gryphon Financial Partners LLC | 17,595 | +7,374 | $1.1M | +$492.4K | 72.1% |
| SIMPLEX TRADING, LLC | 8,070 | +1,647 | $487.2K | +$486.8K | 25.6% |
| Allspring Global Investments Holdings, LLC | 19,137 | +5,613 | $1.2M | +$464.8K | 41.5% |
| RHUMBLINE ADVISERS | 21,179 | +6,437 | $1.3M | +$456.7K | 43.7% |
| Strong Tower Advisory Services | 68,113 | +2,435 | $4.1M | +$450.4K | 3.7% |
| Focus Partners Wealth | 26,858 | +7,223 | $1.6M | +$448.8K | 36.8% |
| Royal Fund Management, LLC | 27,497 | +5,725 | $1.7M | +$446.2K | 26.3% |
| Global Retirement Partners, LLC | 8,762 | +7,209 | $528.9K | +$442.3K | 464.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,647 | +4,607 | $2.3M | +$430.8K | 13.9% |
| Palogic Value Management, L.P. | 86,039 | +566 | $5.2M | +$429.1K | 0.7% |
| Compound Planning, Inc. | 31,493 | +4,987 | $1.9M | +$423.5K | 18.8% |
| JONES FINANCIAL COMPANIES LLLP | 38,983 | +3,650 | $2.4M | +$419.1K | 10.3% |
| Caprock Group, LLC | 39,306 | +4,117 | $2.4M | +$410.4K | 11.7% |
| Aaron Wealth Advisors LLC | 20,424 | +5,552 | $1.2M | +$403.9K | 37.3% |
| Pathstone Holdings, LLC | 44,735 | +3,233 | $2.7M | +$386.9K | 7.8% |
| Sivia Capital Partners, LLC | 10,441 | +5,955 | $630.3K | +$380.2K | 132.7% |
| PANAGORA ASSET MANAGEMENT INC | 52,409 | +2,302 | $3.2M | +$370.5K | 4.6% |
| Cohen Investment Advisors LLC | 64,849 | +1,072 | $3.9M | +$359.4K | 1.7% |
| M&T Bank Corp | 19,550 | +4,596 | $1.2M | +$346.5K | 30.7% |
| TD Waterhouse Canada Inc. | 29,718 | +3,697 | $1.8M | +$342.9K | 14.2% |
| SIGNATUREFD, LLC | 41,068 | +2,671 | $2.5M | +$338.6K | 7.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,490 | +4,967 | $754.0K | +$334.6K | 66.0% |
| Simmons Bank | 43,817 | +2,159 | $2.6M | +$322.8K | 5.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 36,584 | +2,669 | $2.2M | +$317.8K | 7.9% |
| RITHOLTZ WEALTH MANAGEMENT | 40,763 | +2,290 | $2.5M | +$316.0K | 6.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,100 | +4,969 | $489.0K | +$314.4K | 158.7% |
| Merit Financial Group, LLC | 13,275 | +4,517 | $801.4K | +$313.2K | 51.6% |
| BROWN ADVISORY INC | 17,495 | +3,664 | $1.1M | +$285.1K | 26.5% |
| SYON CAPITAL LLC | 43,124 | +1,322 | $2.6M | +$272.9K | 3.2% |
| Strategic Global Advisors, LLC | 29,295 | +2,296 | $1.8M | +$263.3K | 8.5% |
| Parkside Financial Bank & Trust | 5,528 | +4,142 | $333.7K | +$256.5K | 298.8% |
| Independent Advisor Alliance | 17,455 | +3,000 | $1.1M | +$247.9K | 20.8% |
| CHESAPEAKE CAPITAL CORP /IL/ | 14,640 | +3,156 | $883.8K | +$243.6K | 27.5% |
| Sequoia Financial Advisors, LLC | 49,391 | +102 | $3.0M | +$233.9K | 0.2% |
| Baader Bank Aktiengesellschaft | 14,668 | +2,868 | $881.6K | +$225.9K | 24.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,246 | +2,635 | $980.8K | +$222.0K | 19.4% |
| Venturi Wealth Management, LLC | 7,468 | +3,060 | $450.8K | +$205.1K | 69.4% |
| Kingsview Wealth Management, LLC | 12,247 | +2,622 | $739.3K | +$202.8K | 27.2% |
| 180 WEALTH ADVISORS, LLC | 25,987 | +1,275 | $1.6M | +$191.2K | 5.2% |
| Frank, Rimerman Advisors LLC | 37,148 | +268 | $2.2M | +$186.6K | 0.7% |
| SouthState Corp | 30,361 | +778 | $1.8M | +$183.6K | 2.6% |
| Wealthspire Advisors, LLC | 3,966 | +2,283 | $239.4K | +$145.6K | 135.7% |
| Versant Capital Management, Inc | 13,943 | +1,354 | $841.7K | +$139.9K | 10.8% |
| Smartleaf Asset Management LLC | 15,011 | +1,190 | $914.5K | +$137.5K | 8.6% |
| Aprio Wealth Management, LLC | 7,466 | +1,829 | $450.7K | +$136.5K | 32.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 14,789 | +1,161 | $892.8K | +$133.1K | 8.5% |
| Castellan Group | 27,083 | +139 | $1.6M | +$132.9K | 0.5% |
| Federation des caisses Desjardins du Quebec | 8,272 | +1,653 | $499.4K | +$130.4K | 25.0% |
| Dynasty Wealth Management, LLC | 14,414 | +1,057 | $870.2K | +$125.5K | 7.9% |
| Ethic Inc. | 11,914 | +1,214 | $719.2K | +$122.7K | 11.3% |
| Stratos Wealth Partners, LTD. | 19,787 | +508 | $1.2M | +$119.7K | 2.6% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 25,185 | +35 | $1.5M | +$118.3K | 0.1% |
| GUGGENHEIM CAPITAL LLC | 15,407 | +793 | $930.1K | +$115.4K | 5.4% |
| Wedmont Private Capital | 7,659 | +777 | $489.1K | +$109.2K | 11.3% |
| New Millennium Group LLC | 2,736 | +1,648 | $165.2K | +$104.5K | 151.5% |
| Persium Advisors, LLC | 15,293 | +576 | $923.2K | +$102.8K | 3.9% |
| Harbour Capital Advisors, LLC | 15,565 | +10 | $961.3K | +$102.7K | 0.1% |
| Eaton Financial Holdings Company, LLC | 8,802 | +1,100 | $531.4K | +$102.0K | 14.3% |
| GAMMA Investing LLC | 6,310 | +1,269 | $380.9K | +$99.9K | 25.2% |
| Dorsey & Whitney Trust CO LLC | 12,849 | +706 | $775.7K | +$98.7K | 5.8% |
| GREENLEAF TRUST | 20,447 | +36 | $1.2M | +$96.5K | 0.2% |
| PRINCIPAL SECURITIES, INC. | 14,185 | +553 | $856.3K | +$96.4K | 4.0% |
| Prospera Financial Services Inc | 16,108 | +379 | $972.5K | +$95.5K | 2.4% |
| Gotham Asset Management, LLC | 7,436 | +1,092 | $448.9K | +$95.2K | 17.2% |
| Stamos Capital Partners, L.P. | 9,820 | +867 | $592.8K | +$93.7K | 9.7% |
| Cadence Wealth Management LLC | 16,164 | +327 | $975.8K | +$92.9K | 2.1% |
| AMG National Trust Bank | 5,284 | +1,161 | $319.0K | +$89.1K | 28.1% |
| Manchester Capital Management LLC | 1,862 | +1,433 | $112.4K | +$88.5K | 334.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | 12,956 | +511 | $782.2K | +$88.3K | 4.1% |
| Successful Portfolios LLC | 6,122 | +923 | $377.9K | +$88.0K | 17.8% |
| Bedell Frazier Investment Counselling, LLC | 12,375 | +418 | $747.1K | +$80.5K | 3.5% |
| Chicago Partners Investment Group LLC | 7,465 | +44 | $504.1K | +$80.1K | 0.6% |
| Bridgewater Advisors Inc. | 6,193 | +324 | $406.3K | +$79.9K | 5.5% |
| Kathmere Capital Management, LLC | 11,681 | +445 | $705.2K | +$78.8K | 4.0% |
| INTRUST BANK NA | 7,233 | +803 | $436.7K | +$78.2K | 12.5% |
| SATURNA CAPITAL CORP | 12,025 | +401 | $725.9K | +$77.9K | 3.4% |
| JEPPSON WEALTH MANAGEMENT, LLC | 16,386 | +20 | $989.2K | +$76.8K | 0.1% |
| Fiduciary Trust Co | 15,568 | +62 | $939.8K | +$75.4K | 0.4% |
| Breakwater Capital Group | 7,689 | +590 | $464.2K | +$68.4K | 8.3% |
| Cromwell Holdings LLC | 5,015 | +810 | $302.8K | +$68.3K | 19.3% |
| HARMONY ASSET MANAGEMENT LLC | 5,583 | +760 | $337.1K | +$68.2K | 15.8% |
| Ballentine Partners, LLC | 13,110 | +115 | $791.5K | +$67.0K | 0.9% |
| BAILARD, INC. | 12,395 | +174 | $748.3K | +$67.0K | 1.4% |
| Range Financial Group LLC | 9,710 | +370 | $586.2K | +$65.5K | 4.0% |
| Norway Savings Bank | 10,432 | +300 | $629.8K | +$64.9K | 3.0% |
| AE Wealth Management LLC | 9,227 | +397 | $557.1K | +$64.8K | 4.5% |
| WESBANCO BANK INC | 4,792 | +756 | $289.3K | +$64.3K | 18.7% |
| Parallel Advisors, LLC | 12,039 | +150 | $726.8K | +$64.0K | 1.3% |
| Steward Partners Investment Advisory, LLC | 7,863 | +494 | $474.7K | +$63.9K | 6.7% |
| BLAIR WILLIAM & CO/IL | 5,478 | +689 | $330.7K | +$63.7K | 14.4% |
| PDS Planning, Inc | 9,481 | +356 | $572.4K | +$63.6K | 3.9% |
| HB Wealth Management, LLC | 6,200 | +563 | $374.3K | +$60.0K | 10.0% |
| SAGE RHINO CAPITAL LLC | 11,422 | +106 | $689.5K | +$58.7K | 0.9% |
| Valeo Financial Advisors, LLC | 10,845 | +107 | $654.7K | +$56.1K | 1.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6,885 | +434 | $415.7K | +$56.0K | 6.7% |
| Nicholas Hoffman & Company, LLC. | 11,552 | +44 | $697.4K | +$55.8K | 0.4% |
| Uncommon Cents Investing LLC | 7,465 | +345 | $450.7K | +$53.7K | 4.8% |
| Minot DeBlois Advisors LLC | 8,543 | +255 | $515.7K | +$53.7K | 3.1% |
| MONTAG A & ASSOCIATES INC | 1,387 | +794 | $83.7K | +$50.7K | 133.9% |
| Solstein Capital, LLC | 1,459 | +765 | $88.1K | +$49.4K | 110.2% |
| Redwood Wealth Management Group, LLC | 5,829 | +400 | $351.9K | +$49.2K | 7.4% |
| Sowell Financial Services LLC | 6,861 | +302 | $414.2K | +$48.5K | 4.6% |
| MISSION WEALTH MANAGEMENT, LP | 10,162 | +20 | $613.5K | +$48.1K | 0.2% |
| Trek Financial, LLC | 4,212 | +498 | $254.3K | +$47.2K | 13.4% |
| HighPoint Advisor Group LLC | 4,448 | +447 | $268.5K | +$45.5K | 11.2% |
| JOHNSON INVESTMENT COUNSEL INC | 8,014 | +34 | $483.8K | +$38.9K | 0.4% |
| Arax Advisory Partners | 4,016 | +329 | $242.5K | +$36.9K | 8.9% |
| Cullen/Frost Bankers, Inc. | 3,951 | +278 | $238.5K | +$33.8K | 7.6% |
| Salomon & Ludwin, LLC | 1,115 | +424 | $70.3K | +$32.0K | 61.4% |
| SeaCrest Wealth Management, LLC | 3,769 | +36 | $240.7K | +$31.4K | 1.0% |
| Vermillion Wealth Management, Inc. | 1,460 | +436 | $88.2K | +$31.1K | 42.6% |
| Financial Management Professionals, Inc. | 6,437 | +19 | $388.6K | +$30.8K | 0.3% |
| ASSETMARK, INC | 2,658 | +330 | $160.5K | +$30.7K | 14.2% |
| AlTi Global, Inc. | 3,976 | +200 | $240.0K | +$29.5K | 5.3% |
| Prime Capital Investment Advisors, LLC | 6,160 | +13 | $371.9K | +$29.2K | 0.2% |
| DENALI ADVISORS LLC | 5,662 | +39 | $341.8K | +$28.3K | 0.7% |
| Root Financial Partners, LLC | 1,242 | +393 | $75.0K | +$27.6K | 46.3% |
| NAPLES GLOBAL ADVISORS, LLC | 5,243 | +50 | $316.5K | +$27.0K | 1.0% |
| Inspire Investing, LLC | 4,985 | +68 | $301.0K | +$26.8K | 1.4% |
| Prestige Wealth Management Group LLC | 600 | +500 | $32.2K | +$26.6K | 500.0% |
| MATHER GROUP, LLC. | 3,396 | +146 | $205.0K | +$23.8K | 4.5% |
| NATIXIS | 1,274 | +315 | $76.9K | +$23.4K | 32.8% |
| Traveka Wealth, LLC | 4,877 | +15 | $294.4K | +$23.4K | 0.3% |
| SJS Investment Consulting Inc. | 441 | +360 | $26.6K | +$22.1K | 444.4% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3,216 | +128 | $194.2K | +$22.0K | 4.1% |
| Aspen Wealth Strategies, LLC | 4,200 | +43 | $253.6K | +$21.8K | 1.0% |
| EverSource Wealth Advisors, LLC | 3,353 | +90 | $202.4K | +$20.5K | 2.8% |
| NISA INVESTMENT ADVISORS, LLC | 1,628 | +228 | $98.3K | +$20.2K | 16.3% |
| Sound Income Strategies, LLC | 422 | +291 | $27.4K | +$20.0K | 222.1% |
| Clearstead Advisors, LLC | 384 | +326 | $23.2K | +$19.9K | 562.1% |
| Bell Investment Advisors, Inc | 1,212 | +249 | $73.2K | +$19.5K | 25.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,241 | +236 | $74.9K | +$18.9K | 23.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,742 | +22 | $225.6K | +$18.3K | 0.6% |
| Transamerica Financial Advisors, LLC | 274 | +230 | $16.5K | +$14.1K | 522.7% |
| Addison Advisors LLC | 751 | +181 | $45.3K | +$13.6K | 31.8% |
| YANKCOM Partnership | 301 | +212 | $18.2K | +$13.2K | 238.2% |
| VAN ECK ASSOCIATES CORP | 297,488 | +210,460 | $18.0K | +$13.1K | 241.8% |
| Janney Montgomery Scott LLC | 233,056 | +205,429 | $14.1K | +$12.5K | 743.6% |
| HARBOUR INVESTMENTS, INC. | 2,093 | +12 | $126.4K | +$10.3K | 0.6% |
| Ancora Advisors LLC | 798 | +118 | $48.2K | +$10.3K | 17.4% |
| NBT BANK N A /NY | 2,172 | +4 | $133.5K | +$10.2K | 0.2% |
| JFS WEALTH ADVISORS, LLC | 801 | +105 | $48.4K | +$9.6K | 15.1% |
| BROWN BROTHERS HARRIMAN & CO | 929 | +82 | $56.1K | +$8.9K | 9.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 855 | +87 | $51.6K | +$8.8K | 11.3% |
| Abound Wealth Management | 153 | +128 | $9.2K | +$7.8K | 512.0% |
| Spire Wealth Management | 1,579 | +3 | $95.3K | +$7.5K | 0.2% |
| SG Americas Securities, LLC | 143,065 | +116,681 | $8.6K | +$7.2K | 442.2% |
| North Star Investment Management Corp. | 159 | +112 | $9.6K | +$7.0K | 238.3% |
| Lido Advisors, LLC | 6,989 | +101 | $390.7K | +$6.7K | 1.5% |
| True Wealth Design, LLC | 799 | +44 | $48.2K | +$6.1K | 5.8% |
| Cornerstone Planning Group LLC | 232 | +47 | $16.5K | +$5.9K | 25.4% |
| Triumph Capital Management | 100 | +77 | $6.0K | +$4.8K | 334.8% |
| FINANCIAL CONSULATE, INC | 192 | +49 | $11.6K | +$3.6K | 34.3% |
| Caldwell Trust Co | 660 | +10 | $39.8K | +$3.6K | 1.5% |
| Rakuten Securities, Inc. | 291 | +38 | $17.6K | +$3.5K | 15.0% |
| Rossby Financial, LCC | 458 | +21 | $27.6K | +$3.3K | 4.8% |
| Physician Wealth Advisors, Inc. | 242 | +37 | $14.6K | +$3.2K | 18.0% |
| WealthCollab, LLC | 126 | +42 | $7.6K | +$2.9K | 50.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 202 | +24 | $12.2K | +$2.3K | 13.5% |
| HANTZ FINANCIAL SERVICES, INC. | 68,872 | +29,735 | $4.2K | +$2.0K | 76.0% |
| Stone House Investment Management, LLC | 106 | +10 | $6.4K | +$1.0K | 10.4% |
| Murphy & Mullick Capital Management Corp | 72 | +1 | $4.3K | +$282 | 1.4% |
| WEDBUSH SECURITIES INC | 8,087 | +592 | $488 | +$70 | 7.9% |
| LaSalle St. Investment Advisors, LLC | 7,286 | +391 | $439 | +$55 | 5.7% |
| BESSEMER GROUP INC | 6,856 | +250 | $414 | +$46 | 3.8% |
| Euro Pacific Asset Management, LLC | 58,343 | +14 | $2.9K | +$29 | 0.0% |
| HAZLETT, BURT & WATSON, INC. | 198 | +164 | $12 | +$10 | 482.4% |
| CX Institutional | 14 | +1 | $1 | $0 | 7.7% |