13F QoQ Ownership Changes
CNP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 115 new · 263 added · 384 reduced · 90 exited
New Positions(115)
Added To(263)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 8,970,387 | +3,559,365 | $343.9M | +$184.7M | 65.8% |
| BANK OF AMERICA CORP /DE/ | 6,199,767 | +2,815,768 | $237.7M | +$106.4M | 83.2% |
| CITADEL ADVISORS LLC | 4,775,638 | +2,730,029 | $183.1M | +$103.7M | 133.4% |
| BlackRock, Inc. | 58,652,513 | +3,248,552 | $2.25B | +$99.1M | 5.9% |
| Point72 Asset Management, L.P. | 5,537,075 | +2,220,758 | $212.3M | +$83.6M | 67.0% |
| UBS Group AG | 7,261,079 | +1,728,865 | $278.4M | +$63.7M | 31.3% |
| FRANKLIN RESOURCES INC | 6,380,523 | +1,307,989 | $244.6M | +$47.8M | 25.8% |
| JENNISON ASSOCIATES LLC | 7,722,893 | +1,256,993 | $296.1M | +$45.2M | 19.4% |
| STATE STREET CORP | 35,439,460 | +1,438,942 | $1.36B | +$39.5M | 4.2% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1,222,554 | +990,750 | $46.9M | +$37.9M | 427.4% |
| Artemis Investment Management LLP | 1,595,867 | +781,849 | $61.2M | +$29.6M | 96.0% |
| Freestone Grove Partners LP | 2,111,044 | +779,258 | $80.9M | +$29.3M | 58.5% |
| BARCLAYS PLC | 2,354,977 | +855,175 | $86.5M | +$28.3M | 57.0% |
| CI INVESTMENTS INC. | 597,588 | +39,776 | $22.9M | +$22.9M | 7.1% |
| Verition Fund Management LLC | 1,034,468 | +459,409 | $39.7M | +$17.3M | 79.9% |
| GOLDMAN SACHS GROUP INC | 3,700,575 | +484,291 | $141.9M | +$17.1M | 15.1% |
| ALLIANCEBERNSTEIN L.P. | 1,140,429 | +386,069 | $43.7M | +$14.5M | 51.2% |
| Merewether Investment Management, LP | 2,897,000 | +403,500 | $111.1M | +$14.3M | 16.2% |
| REAVES W H & CO INC | 7,666,518 | +446,252 | $293.9M | +$13.8M | 6.2% |
| VANGUARD GROUP INC | 82,381,128 | +719,803 | $3.16B | -$10.0M | 0.9% |
| Clearbridge Investments, LLC | 4,474,911 | +300,335 | $171.6M | +$9.6M | 7.2% |
| SHELTON CAPITAL MANAGEMENT | 256,201 | +230,409 | $9.8M | +$8.8M | 893.3% |
| Invesco Ltd. | 9,222,514 | +328,813 | $353.6M | +$8.5M | 3.7% |
| Gotham Asset Management, LLC | 805,065 | +225,360 | $30.9M | +$8.4M | 38.9% |
| State of Tennessee, Department of Treasury | 391,610 | +204,679 | $15.5M | +$8.3M | 109.5% |
| BNP PARIBAS FINANCIAL MARKETS | 1,167,247 | +7,119 | $44.8M | -$8.2M | 0.6% |
| Assenagon Asset Management S.A. | 413,903 | +171,060 | $15.9M | +$6.4M | 70.4% |
| BTG Pactual Asset Management US LLC | 297,658 | +154,039 | $11.4M | +$5.8M | 107.3% |
| Engle Capital Management, L.P. | 345,000 | +138,900 | $13.2M | +$5.2M | 67.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 295,451 | +138,043 | $11.3M | +$5.2M | 87.7% |
| SummitTX Capital, L.P. | 286,246 | +128,881 | $11.0M | +$4.9M | 81.9% |
| Man Group plc | 167,178 | +126,448 | $6.4M | +$4.8M | 310.4% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 772,099 | +123,178 | $29.6M | +$4.4M | 19.0% |
| NATIONAL BANK OF CANADA /FI/ | 283,389 | +113,529 | $10.9M | +$4.3M | 66.8% |
| AQR CAPITAL MANAGEMENT LLC | 248,953 | +111,646 | $9.5M | +$4.2M | 81.3% |
| Asset Management One Co., Ltd. | 446,447 | +95,649 | $17.2M | +$3.5M | 27.3% |
| Balyasny Asset Management L.P. | 545,747 | +81,926 | $20.9M | +$2.9M | 17.7% |
| Allspring Global Investments Holdings, LLC | 443,406 | +69,700 | $17.2M | +$2.9M | 18.6% |
| Walleye Capital LLC | 104,087 | +75,863 | $4.0M | +$2.9M | 268.8% |
| Quantinno Capital Management LP | 193,890 | +75,655 | $7.4M | +$2.8M | 64.0% |
| FMR LLC | 12,386,731 | +216,869 | $474.9M | +$2.7M | 1.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 522,801 | +65,440 | $20.1M | +$2.6M | 14.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,367,838 | +67,037 | $53.0M | +$2.5M | 5.2% |
| CIBC Asset Management Inc | 155,531 | +63,332 | $6.0M | +$2.4M | 68.7% |
| BANK OF NOVA SCOTIA | 140,354 | +60,012 | $5.4M | +$2.3M | 74.7% |
| National Pension Service | 956,067 | +69,252 | $36.7M | +$2.2M | 7.8% |
| Rakuten Investment Management, Inc. | 85,884 | +51,101 | $3.3M | -$2.2M | 146.9% |
| Federation des caisses Desjardins du Quebec | 308,956 | +57,736 | $11.8M | +$2.1M | 23.0% |
| PRINCIPAL FINANCIAL GROUP INC | 962,624 | +61,740 | $36.9M | +$2.0M | 6.8% |
| NORTHERN TRUST CORP | 5,663,557 | +17,785 | $217.1M | -$1.9M | 0.3% |
| Oak Thistle LLC | 70,609 | +49,054 | $2.7M | +$1.9M | 227.6% |
| Energy Income Partners, LLC | 2,162,187 | +66,551 | $82.9M | +$1.6M | 3.2% |
| VICTORY CAPITAL MANAGEMENT INC | 1,378,787 | +56,496 | $52.9M | +$1.6M | 4.3% |
| Wealthfront Advisers LLC | 151,766 | +41,556 | $5.8M | +$1.5M | 37.7% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3,811,242 | +82,862 | $146.1M | +$1.5M | 2.2% |
| DIMENSIONAL FUND ADVISORS LP | 3,292,475 | +4,781 | $126.2M | -$1.3M | 0.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 17,023,720 | +166,305 | $650.2M | -$1.2M | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,217,385 | +21,129 | $161.7M | -$1.1M | 0.5% |
| Sagefield Capital LP | 97,815 | +28,730 | $3.8M | +$1.1M | 41.6% |
| Callan Family Office, LLC | 37,324 | +25,132 | $1.4M | +$958.0K | 206.1% |
| ALLSTATE CORP | 49,024 | +25,236 | $1.9M | +$956.6K | 106.1% |
| Woodline Partners LP | 111,391 | +25,108 | $4.3M | +$923.0K | 29.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 166,266 | +24,401 | $6.4M | +$870.3K | 17.2% |
| Magellan Asset Management Ltd | 553,939 | +28,790 | $21.2M | +$862.2K | 5.5% |
| Mirae Asset Global Investments Co., Ltd. | 107,937 | +23,057 | $4.1M | +$845.0K | 27.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 115,638 | +21,827 | $4.4M | +$793.7K | 23.3% |
| Walleye Trading LLC | 30,500 | +20,800 | $1.2M | +$793.0K | 214.4% |
| Banque Cantonale Vaudoise | 20,187 | +9,833 | $774.0K | +$773.6K | 95.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 663,204 | +27,385 | $25.6M | +$726.7K | 4.3% |
| MILLER HOWARD INVESTMENTS INC /NY | 318,415 | +20,893 | $12.2M | +$664.1K | 7.0% |
| Pacer Advisors, Inc. | 80,200 | +17,786 | $3.1M | +$653.2K | 28.5% |
| Vontobel Holding Ltd. | 23,721 | +16,857 | $909.5K | +$643.1K | 245.6% |
| CITIGROUP INC | 861,416 | +26,458 | $33.0M | +$630.3K | 3.2% |
| Cetera Investment Advisers | 155,253 | +18,047 | $6.0M | +$628.8K | 13.2% |
| BAILLIE GIFFORD & CO | 400,829 | +20,502 | $15.4M | +$611.1K | 5.4% |
| Mariner, LLC | 60,433 | +15,978 | $2.3M | +$590.8K | 35.9% |
| CAPTRUST FINANCIAL ADVISORS | 210,864 | +17,442 | $8.1M | +$579.8K | 9.0% |
| ProShare Advisors LLC | 184,948 | +16,284 | $7.1M | +$546.7K | 9.7% |
| MUFG Securities EMEA plc | 26,795 | +14,299 | $1.0M | +$542.5K | 114.4% |
| NEOS Investment Management LLC | 98,668 | +14,847 | $3.8M | +$530.7K | 17.7% |
| Capital Research Global Investors | 20,941,909 | +235,346 | $802.9M | -$502.3K | 1.1% |
| Investment Management Corp of Ontario | 44,068 | +13,399 | $1.7M | +$499.6K | 43.7% |
| US BANCORP \DE\ | 74,228 | +13,324 | $2.8M | +$482.8K | 21.9% |
| ARKANSAS FINANCIAL GROUP, INC. | 22,828 | +11,414 | $880.5K | +$436.9K | 100.0% |
| Newbridge Financial Services Group, Inc. | 49,517 | +11,499 | $1.9M | +$423.4K | 30.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 37,195 | +11,146 | $1.4M | +$415.4K | 42.8% |
| AXXCESS WEALTH MANAGEMENT, LLC | 50,232 | +10,456 | $1.9M | +$382.6K | 26.3% |
| AdvisorNet Financial, Inc | 70,770 | +10,533 | $2.7M | +$376.1K | 17.5% |
| AlphaQuest LLC | 28,940 | +9,656 | $1.1M | +$361.3K | 50.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 219,638 | +11,904 | $8.4M | +$360.8K | 5.7% |
| Global Retirement Partners, LLC | 13,008 | +9,263 | $498.7K | +$353.4K | 247.3% |
| LBP AM SA | 93,878 | +10,197 | $3.6M | +$352.5K | 12.2% |
| LMR Partners LLP | 19,572 | +9,171 | $750.4K | +$346.8K | 88.2% |
| BANK OF MONTREAL /CAN/ | 959,824 | +2,626 | $36.8M | -$339.6K | 0.3% |
| Focus Partners Wealth | 14,634 | +9,013 | $561.1K | +$320.9K | 160.3% |
| ALPS ADVISORS INC | 30,551 | +7,687 | $1.2M | +$284.2K | 33.6% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 640,732 | +297 | $24.6M | -$283.2K | 0.0% |
| Mitsubishi UFJ Trust & Banking Corp | 297,069 | +10,796 | $11.4M | +$282.2K | 3.8% |
| Hennion & Walsh Asset Management, Inc. | 15,248 | +7,452 | $584.6K | +$282.1K | 95.6% |
| Vestmark Advisory Solutions, Inc. | 13,076 | +7,126 | $501.3K | +$270.5K | 119.8% |
| Sequoia Financial Advisors, LLC | 16,789 | +6,997 | $643.7K | +$263.8K | 71.5% |
| T. Rowe Price Investment Management, Inc. | 58,286,690 | +6,794,535 | $2.2M | +$236.8K | 13.2% |
| Vise Technologies, Inc. | 15,314 | +6,244 | $587.1K | +$235.2K | 68.8% |
| Concurrent Investment Advisors, LLC | 19,888 | +6,207 | $762.5K | +$231.7K | 45.4% |
| XPONANCE, INC. | 110,838 | +6,831 | $4.2M | +$214.1K | 6.6% |
| NEW YORK STATE COMMON RETIREMENT FUND | 477,464 | +200 | $18.3M | -$211.9K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 178,180 | +7,233 | $6.8M | +$198.7K | 4.2% |
| Corient Private Wealth LLC | 68,087 | +8,974 | $2.5M | +$198.2K | 15.2% |
| LOUISBOURG INVESTMENTS INC. | 74,258 | +4,740 | $2.2M | +$185.3K | 6.8% |
| JONES FINANCIAL COMPANIES LLLP | 35,295 | +5,057 | $1.4M | +$179.7K | 16.7% |
| Kestra Advisory Services, LLC | 18,285 | +4,648 | $701.1K | +$171.9K | 34.1% |
| XTX Topco Ltd | 30,261 | +4,750 | $1.2M | +$170.4K | 18.6% |
| MACKENZIE FINANCIAL CORP | 79,096 | +4,898 | $3.0M | +$169.0K | 6.6% |
| Private Advisor Group, LLC | 33,836 | +4,717 | $1.3M | +$167.5K | 16.2% |
| Czech National Bank | 172,155 | +6,340 | $6.6M | +$166.8K | 3.8% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 13,482 | +4,432 | $516.9K | +$165.8K | 49.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,584 | +4,232 | $674.2K | +$156.1K | 31.7% |
| Inspire Investing, LLC | 76,982 | +4,909 | $3.0M | +$155.1K | 6.8% |
| Sage Mountain Advisors LLC | 9,463 | +4,072 | $362.8K | +$153.6K | 75.5% |
| WEXFORD CAPITAL LP | 15,568 | +3,860 | $596.9K | +$142.6K | 33.0% |
| BROWN BROTHERS HARRIMAN & CO | 10,542 | +3,763 | $404.2K | +$141.2K | 55.5% |
| Creative Planning | 93,689 | +4,725 | $3.6M | +$140.2K | 5.3% |
| Advisors Asset Management, Inc. | 67,688 | +4,391 | $2.6M | +$139.2K | 6.9% |
| Canada Post Corp Registered Pension Plan | 13,304 | +3,470 | $510.1K | +$125.3K | 35.3% |
| Tredje AP-fonden | 1,235,521 | +11,580 | $47.4M | -$119.0K | 0.9% |
| Cerity Partners LLC | 142,890 | +4,741 | $5.5M | +$118.3K | 3.4% |
| NewEdge Wealth, LLC | 9,693 | +3,144 | $371.6K | +$117.1K | 48.0% |
| CREDIT AGRICOLE S A | 23,696 | +3,260 | $908.5K | +$115.6K | 15.9% |
| Wealthspire Advisors, LLC | 7,329 | +2,942 | $281.0K | +$110.8K | 67.1% |
| UMB Bank, n.a. | 4,457 | +2,840 | $170.9K | +$108.1K | 175.6% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 24,800 | +3,050 | $950.8K | +$106.9K | 14.0% |
| MACQUARIE GROUP LTD | 424,582 | +2,309 | $16.3M | -$105.3K | 0.5% |
| Norinchukin Bank, The | 42,984 | +3,145 | $1.6M | +$102.3K | 7.9% |
| Maryland State Retirement & Pension System | 646,928 | +10,072 | $24.8M | +$93.2K | 1.6% |
| SYON CAPITAL LLC | 12,653 | +2,527 | $485.1K | +$92.2K | 24.9% |
| Waverly Advisors, LLC | 8,092 | +2,426 | $310.2K | +$90.4K | 42.8% |
| Rafferty Asset Management, LLC | 71,895 | +3,165 | $2.8M | +$89.7K | 4.6% |
| Intrua Financial, LLC | 9,903 | +2,327 | $379.7K | +$85.7K | 30.7% |
| Brooklyn Investment Group | 7,500 | +2,255 | $288.1K | +$84.6K | 43.0% |
| Laidlaw Wealth Management LLC | 8,692 | +2,248 | $333.3K | +$83.2K | 34.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 45,599 | +2,529 | $1.7M | +$77.2K | 5.9% |
| Quarry LP | 3,534 | +2,012 | $135.5K | +$76.4K | 132.2% |
| JNBA Financial Advisors | 2,918 | +2,000 | $111.9K | +$76.3K | 217.9% |
| JANUS HENDERSON GROUP PLC | 275,894 | +1,296 | $10.6M | -$75.1K | 0.5% |
| Orion Porfolio Solutions, LLC | 15,314 | +2,117 | $587.1K | +$75.1K | 16.0% |
| HB Wealth Management, LLC | 26,253 | +2,131 | $1.0M | +$70.6K | 8.8% |
| TIAA TRUST, NATIONAL ASSOCIATION | 8,945 | +1,875 | $343.1K | +$68.6K | 26.5% |
| Dynasty Wealth Management, LLC | 51,305 | +2,299 | $2.0M | +$65.6K | 4.7% |
| QRG CAPITAL MANAGEMENT, INC. | 14,074 | +1,825 | $539.6K | +$64.3K | 14.9% |
| DANSKE BANK A/S | 21,298 | +1,700 | $816.6K | +$56.2K | 8.7% |
| GREENLEAF TRUST | 25,635 | +1,702 | $982.8K | +$54.2K | 7.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,234 | +1,525 | $469.0K | +$53.5K | 14.2% |
| HighTower Advisors, LLC | 102,988 | +2,447 | $3.9M | +$47.5K | 2.4% |
| J.W. COLE ADVISORS, INC. | 19,023 | +190 | $683.8K | -$46.9K | 1.0% |
| Clearstead Advisors, LLC | 1,810 | +1,184 | $69.4K | +$45.1K | 189.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 225,924 | +1,539 | $8.7M | -$44.2K | 0.7% |
| Vanguard Personalized Indexing Management, LLC | 59,359 | +1,810 | $2.3M | +$42.9K | 3.1% |
| GAMMA Investing LLC | 21,221 | +1,339 | $813.6K | +$42.2K | 6.7% |
| DEAN INVESTMENT ASSOCIATES, LLC | 103,493 | +2,269 | $4.0M | +$40.4K | 2.2% |
| Dean Capital Management | 53,475 | +1,651 | $2.1M | +$39.5K | 3.2% |
| PNC Financial Services Group, Inc. | 130,910 | +2,550 | $5.0M | +$38.7K | 2.0% |
| Ethic Inc. | 6,297 | +1,072 | $241.4K | +$38.7K | 20.5% |
| DNB Asset Management AS | 277,742 | +2,306 | $10.6M | -$38.3K | 0.8% |
| NewEdge Advisors, LLC | 35,741 | +1,372 | $1.4M | +$36.8K | 4.0% |
| Empowered Funds, LLC | 17,396 | +1,092 | $667.0K | +$34.4K | 6.7% |
| Forum Financial Management, LP | 70,013 | +2 | $2.7M | -$32.1K | 0.0% |
| Beacon Pointe Advisors, LLC | 10,538 | +937 | $404.0K | +$31.5K | 9.8% |
| Crossmark Global Holdings, Inc. | 23,991 | +1,088 | $919.8K | +$31.2K | 4.8% |
| World Investment Advisors | 7,754 | +2,074 | $251.5K | +$31.1K | 36.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 74,688 | +100 | $2.9M | -$30.5K | 0.1% |
| JOURNEY STRATEGIC WEALTH LLC | 6,615 | +830 | $253.6K | +$29.2K | 14.3% |
| HUNTINGTON NATIONAL BANK | 13,270 | +904 | $508.8K | +$29.0K | 7.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,121 | +1,771 | $3.4M | +$28.2K | 2.0% |
| MATHER GROUP, LLC. | 13,933 | +883 | $534.2K | +$27.9K | 6.8% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 20,184 | +946 | $773.6K | +$27.1K | 4.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 1,295 | +693 | $49.7K | +$26.3K | 115.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 353,788 | +3,008 | $13.6M | -$23.3K | 0.8% |
| TECTONIC ADVISORS LLC | 15,112 | +771 | $579.4K | +$23.0K | 5.4% |
| HARBOUR INVESTMENTS, INC. | 3,357 | +512 | $128.7K | +$18.3K | 18.0% |
| United Community Bank | 497 | +455 | $19.1K | +$17.4K | 1083.3% |
| ROTHSCHILD INVESTMENT LLC | 734 | +457 | $28.1K | +$17.4K | 165.0% |
| BENJAMIN EDWARDS INC | 9,662 | +561 | $370.4K | +$17.3K | 6.2% |
| Farther Finance Advisors, LLC | 15,948 | +617 | $611.4K | +$16.6K | 4.0% |
| Parkside Financial Bank & Trust | 5,280 | +480 | $202.4K | +$16.2K | 10.0% |
| Brookstone Capital Management | 6,169 | +474 | $236.5K | +$15.6K | 8.3% |
| Fulton Bank, N.A. | 13,048 | +539 | $500.3K | +$14.9K | 4.3% |
| PRIVATE TRUST CO NA | 3,688 | +411 | $141.4K | +$14.3K | 12.5% |
| MML INVESTORS SERVICES, LLC | 14,620 | +525 | $560.5K | +$13.6K | 3.7% |
| MAI Capital Management | 12,097 | +469 | $463.8K | +$12.6K | 4.0% |
| Souders Financial Advisors | 11,018 | +449 | $422.4K | +$12.3K | 4.2% |
| Smartleaf Asset Management LLC | 4,033 | +359 | $155.7K | +$12.0K | 9.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8,323 | +395 | $319.1K | +$11.5K | 5.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 35,445 | +18,990 | $611.9K | +$11.0K | 115.4% |
| Salomon & Ludwin, LLC | 2,226 | +308 | $84.8K | +$10.3K | 16.1% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 89,263 | +853 | $3.4M | -$8.0K | 1.0% |
| S&T Bank/PA | 223 | +207 | $8.6K | +$7.9K | 1293.8% |
| Horizon Investments, LLC | 10,483 | +326 | $401.9K | +$7.8K | 3.2% |
| Cherry Tree Wealth Management, LLC | 201 | +200 | $7.7K | +$7.7K | 20000.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 20,861 | +52 | $799.8K | -$7.6K | 0.2% |
| Pathstone Holdings, LLC | 81,472 | +1,141 | $3.1M | +$6.8K | 1.4% |
| Lido Advisors, LLC | 8,274 | +193 | $320.2K | +$6.6K | 2.4% |
| Quent Capital, LLC | 661 | +169 | $25.3K | +$6.3K | 34.3% |
| STRS OHIO | 15,608 | +27 | $598.4K | -$6.1K | 0.2% |
| Parallel Advisors, LLC | 5,537 | +222 | $212.3K | +$6.1K | 4.2% |
| Prime Capital Investment Advisors, LLC | 14,778 | +31 | $566.6K | -$5.6K | 0.2% |
| Old Port Advisors | 12,119 | +12 | $464.7K | -$5.1K | 0.1% |
| JFS WEALTH ADVISORS, LLC | 1,559 | +126 | $59.8K | +$4.2K | 8.8% |
| SIGNATUREFD, LLC | 5,057 | +151 | $193.9K | +$3.5K | 3.1% |
| CYBER HORNET ETFs LLC | 1,819 | +110 | $69.7K | +$3.4K | 6.4% |
| Versant Capital Management, Inc | 392 | +87 | $15.0K | +$3.2K | 28.5% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7,853 | +15 | $301.1K | -$3.0K | 0.2% |
| FIFTH THIRD BANCORP | 21,466 | +181 | $823.0K | -$2.9K | 0.8% |
| ELEVATION WEALTH PARTNERS, LLC | 113 | +68 | $4.3K | +$2.6K | 151.1% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 12,100 | +6,057 | $232.0K | -$2.5K | 100.2% |
| Steward Partners Investment Advisory, LLC | 19,242 | +166 | $737.7K | -$2.4K | 0.9% |
| Ascent Group, LLC | 7,472 | +28 | $286.5K | -$2.4K | 0.4% |
| Hughes Financial Services, LLC | 74 | +57 | $2.8K | +$2.2K | 335.3% |
| Clarus Group, Inc. | 6,648 | +24 | $254.9K | -$2.2K | 0.4% |
| Root Financial Partners, LLC | 705 | +59 | $27.0K | +$2.0K | 9.1% |
| OneDigital Investment Advisors LLC | 9,504 | +63 | $364.4K | -$2.0K | 0.7% |
| Physician Wealth Advisors, Inc. | 147 | +51 | $5.6K | +$1.9K | 53.1% |
| Checchi Capital Advisers, LLC | 9,571 | +161 | $367.0K | +$1.8K | 1.7% |
| RENAISSANCE GROUP LLC | 8,938 | +147 | $342.7K | +$1.8K | 1.7% |
| Outlook Wealth Advisors, LLC | 7,503 | +44 | $287.7K | -$1.8K | 0.6% |
| SJS Investment Consulting Inc. | 77 | +43 | $3.0K | +$1.6K | 126.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6,909 | +41 | $264.9K | -$1.6K | 0.6% |
| Wealthcare Capital Partners, LLC | 5,621 | +27 | $215.5K | -$1.5K | 0.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 111,359 | +39,446 | $4.3K | +$1.5K | 54.9% |
| FIDUCIARY FAMILY OFFICE, LLC | 36,158 | +393 | $1.4M | -$1.4K | 1.1% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 5,866 | +101 | $224.9K | +$1.2K | 1.8% |
| SBI Securities Co., Ltd. | 136 | +31 | $5.2K | +$1.1K | 29.5% |
| Transamerica Financial Advisors, LLC | 73 | +29 | $2.8K | +$1.1K | 65.9% |
| Vestcor Inc | 44,630 | +23,100 | $1.7K | +$876 | 107.3% |
| Sound Income Strategies, LLC | 70 | +20 | $2.8K | +$831 | 40.0% |
| Bogart Wealth, LLC | 466 | +26 | $17.9K | +$794 | 5.9% |
| MONTAG A & ASSOCIATES INC | 666 | +26 | $25.5K | +$703 | 4.1% |
| QUADRANT CAPITAL GROUP LLC | 10,714 | +109 | $410.8K | -$699 | 1.0% |
| VAN ECK ASSOCIATES CORP | 260,965 | +19,255 | $10.0K | +$627 | 8.0% |
| Cornerstone Planning Group LLC | 91 | +14 | $3.6K | +$625 | 18.2% |
| Bleakley Financial Group, LLC | 22,087 | +247 | $846.8K | -$608 | 1.1% |
| ORG Partners LLC | 138 | +17 | $5.3K | +$595 | 14.0% |
| American Capital Advisory, LLC | 22 | +8 | $844 | +$300 | 57.1% |
| Dunhill Financial, LLC | 59 | +8 | $2.3K | +$254 | 15.7% |
| CWM, LLC | 20,478 | +6,501 | $785 | +$243 | 46.5% |
| NVWM, LLC | 15 | +5 | $575 | +$187 | 50.0% |
| Carnegie Investment Counsel | 13,531 | +165 | $518.8K | +$178 | 1.2% |
| N.E.W. Advisory Services LLC | 713 | +5 | $27.3K | -$168 | 0.7% |
| Vermillion Wealth Management, Inc. | 451 | +1 | $17.3K | -$161 | 0.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 611 | +10 | $23.4K | +$107 | 1.7% |
| Rialto Wealth Management, LLC | 33 | +3 | $1.3K | +$102 | 10.0% |
| Quaker Wealth Management, LLC | 11 | +2 | $422 | +$72 | 22.2% |
| Winch Advisory Services, LLC | 240 | +2 | $9.2K | -$56 | 0.8% |
| Golden State Wealth Management, LLC | 214 | +1 | $8.2K | -$50 | 0.5% |
| Howard Hughes Medical Institute | 141 | +1 | $5.4K | -$26 | 0.7% |
| HANTZ FINANCIAL SERVICES, INC. | 2,829 | +667 | $108 | +$24 | 30.9% |
| CX Institutional | 6,400 | +702 | $245 | +$24 | 12.3% |
| Cambridge Investment Research Advisors, Inc. | 54,266 | +1,165 | $2.1K | +$21 | 2.2% |
| CANADA LIFE ASSURANCE Co | 862,248 | +17,476 | $33.1K | +$20 | 2.1% |
| BESSEMER GROUP INC | 38,379 | +736 | $1.5K | +$10 | 1.9% |
| Martin Capital Partners, LLC | 7,081 | +3 | $271 | -$4 | 0.0% |
| WEDBUSH SECURITIES INC | 7,553 | +57 | $290 | -$1 | 0.8% |
| Harel Insurance Investments & Financial Services Ltd. | 712 | +34 | $27 | +$1 | 5.0% |
| GW&K Investment Management, LLC | 475 | +19 | $18 | $0 | 4.2% |