13F QoQ Ownership Changes
CW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 132 new · 257 added · 435 reduced · 87 exited
New Positions(132)
Added To(257)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 527,207 | +7,829 | $290.6M | +$119.9M | 1.5% |
| FRANKLIN RESOURCES INC | 490,489 | +185,887 | $270.4M | +$105.0M | 61.0% |
| JANE STREET GROUP, LLC | 178,267 | +153,987 | $98.3M | +$85.1M | 634.2% |
| Invesco Ltd. | 1,217,608 | +88,688 | $671.2M | +$58.3M | 7.8% |
| AMERICAN CENTURY COMPANIES INC | 484,042 | +89,838 | $266.8M | +$52.8M | 22.8% |
| Swedbank AB | 93,500 | +93,059 | $51.5M | +$51.3M | 21101.8% |
| Point72 Asset Management, L.P. | 80,769 | +72,967 | $44.5M | +$40.3M | 935.2% |
| Baird Financial Group, Inc. | 85,427 | +64,967 | $47.1M | +$36.0M | 317.5% |
| TWO SIGMA INVESTMENTS, LP | 90,101 | +60,931 | $49.7M | +$33.8M | 208.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 841,788 | +47,287 | $464.1M | +$32.7M | 6.0% |
| AQR CAPITAL MANAGEMENT LLC | 533,264 | +45,589 | $294.0M | +$31.1M | 9.3% |
| Fiera Capital Corp | 202,894 | +50,266 | $111.8M | +$29.0M | 32.9% |
| Qube Research & Technologies Ltd | 205,763 | +49,248 | $113.4M | +$28.5M | 31.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 768,260 | +39,515 | $423.5M | +$27.9M | 5.4% |
| CITADEL ADVISORS LLC | 49,800 | +42,100 | $27.5M | +$23.3M | 546.8% |
| Assenagon Asset Management S.A. | 40,923 | +39,392 | $22.6M | +$21.7M | 2572.9% |
| Balyasny Asset Management L.P. | 60,742 | +34,794 | $33.5M | +$19.4M | 134.1% |
| Allspring Global Investments Holdings, LLC | 319,807 | +17,164 | $183.1M | +$18.9M | 5.7% |
| SCOPUS ASSET MANAGEMENT, L.P. | 99,737 | +30,826 | $55.0M | +$17.6M | 44.7% |
| Quantinno Capital Management LP | 131,806 | +30,093 | $72.7M | +$17.4M | 29.6% |
| MILLENNIUM MANAGEMENT LLC | 237,553 | +25,814 | $131.0M | +$16.0M | 12.2% |
| BLAIR WILLIAM & CO/IL | 157,001 | +26,309 | $86.5M | +$15.6M | 20.1% |
| Waratah Capital Advisors Ltd. | 38,688 | +27,830 | $21.3M | +$15.4M | 256.3% |
| FIRST TRUST ADVISORS LP | 171,830 | +24,062 | $94.7M | +$14.5M | 16.3% |
| UBS Group AG | 143,434 | +23,907 | $79.1M | +$14.2M | 20.0% |
| 1832 Asset Management L.P. | 27,478 | +24,559 | $15.1M | +$13.6M | 841.3% |
| FMR LLC | 267,509 | +17,690 | $147.5M | +$11.8M | 7.1% |
| LAZARD ASSET MANAGEMENT LLC | 150,783 | +18,982 | $83.1M | +$11.6M | 14.4% |
| Woodline Partners LP | 78,505 | +19,960 | $43.3M | +$11.5M | 34.1% |
| TWO SIGMA ADVISERS, LP | 37,160 | +17,960 | $20.5M | +$10.1M | 93.5% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 67,700 | +13,610 | $37.8M | +$9.1M | 25.2% |
| SEI INVESTMENTS CO | 112,761 | +14,103 | $62.2M | +$8.6M | 14.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 328,466 | +8,867 | $181.1M | +$7.6M | 2.8% |
| Fisher Asset Management, LLC | 132,071 | +11,536 | $72.8M | +$7.4M | 9.6% |
| Wealth High Governance Capital Ltda | 30,513 | +12,513 | $16.8M | +$7.0M | 69.5% |
| Gotham Asset Management, LLC | 63,862 | +10,914 | $35.2M | +$6.5M | 20.6% |
| NEUBERGER BERMAN GROUP LLC | 55,917 | +10,580 | $30.8M | +$6.2M | 23.3% |
| Bridgewater Associates, LP | 46,799 | +10,605 | $25.8M | +$6.1M | 29.3% |
| Ensign Peak Advisors, Inc | 26,055 | +10,560 | $14.4M | +$6.0M | 68.2% |
| DNB Asset Management AS | 22,135 | +10,283 | $12.2M | +$5.8M | 86.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,257 | +9,717 | $10.6M | +$5.4M | 101.8% |
| D. E. Shaw & Co., Inc. | 25,172 | +8,720 | $13.9M | +$4.9M | 53.0% |
| MORGAN STANLEY | 387,663 | +2,838 | $213.7M | +$4.8M | 0.7% |
| CREDIT AGRICOLE S A | 52,641 | +7,113 | $29.0M | +$4.3M | 15.6% |
| BW Gestao de Investimentos Ltda. | 19,489 | +7,489 | $10.7M | +$4.2M | 62.4% |
| Brevan Howard Capital Management LP | 20,000 | +7,455 | $11.0M | +$4.2M | 59.4% |
| IEQ CAPITAL, LLC | 24,557 | +6,593 | $13.5M | +$3.8M | 36.7% |
| BNP PARIBAS FINANCIAL MARKETS | 31,472 | +6,275 | $17.3M | +$3.7M | 24.9% |
| RAYMOND JAMES FINANCIAL INC | 83,011 | +4,781 | $46.0M | +$3.5M | 6.1% |
| WHITTIER TRUST CO | 62,778 | +52 | $37.2M | +$3.5M | 0.1% |
| WELLS FARGO & COMPANY/MN | 84,220 | +5,086 | $46.4M | +$3.5M | 6.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 36,644 | +5,662 | $20.2M | +$3.4M | 18.3% |
| Mariner, LLC | 16,612 | +5,847 | $9.2M | +$3.3M | 54.3% |
| Pacer Advisors, Inc. | 10,759 | +5,749 | $5.9M | +$3.2M | 114.8% |
| GOLDMAN SACHS GROUP INC | 213,292 | +1,864 | $117.6M | +$2.8M | 0.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,491 | +4,853 | $4.7M | +$2.7M | 133.4% |
| NATIONAL BANK OF CANADA /FI/ | 62,999 | +3,817 | $34.7M | +$2.6M | 6.4% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 35,910 | +4,159 | $19.8M | +$2.6M | 13.1% |
| Erste Asset Management GmbH | 5,057 | +4,000 | $2.8M | +$2.3M | 378.4% |
| WHITTIER TRUST CO OF NEVADA INC | 28,438 | +432 | $16.9M | +$1.8M | 1.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,667 | +1,965 | $8.1M | +$1.8M | 16.8% |
| MACKENZIE FINANCIAL CORP | 5,616 | +3,130 | $3.1M | +$1.8M | 125.9% |
| Catalyst Funds Management Pty Ltd | 7,432 | +3,132 | $4.1M | +$1.8M | 72.8% |
| ArchPoint Investors | 42,050 | +2,475 | $23.2M | +$1.7M | 6.3% |
| Gallo Partners, LP | 6,230 | +3,003 | $3.4M | +$1.7M | 93.0% |
| Cerity Partners LLC | 19,635 | +2,731 | $10.8M | +$1.6M | 16.1% |
| Corient Private Wealth LLC | 406,531 | +400,047 | $4.8M | +$1.5M | 6169.8% |
| ABN AMRO Bank N.V. | 7,018 | +2,550 | $3.9M | +$1.5M | 57.1% |
| Freemont Management S.A. | 3,900 | +2,600 | $2.1M | +$1.4M | 200.0% |
| PEAK FINANCIAL ADVISORS LLC | 4,011 | +2,576 | $2.2M | +$1.4M | 179.5% |
| Creative Planning | 11,270 | +2,459 | $6.2M | +$1.4M | 27.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 9,523 | +3,263 | $4.7M | +$1.3M | 52.1% |
| Inspire Investing, LLC | 9,836 | +2,150 | $5.4M | +$1.2M | 28.0% |
| Swiss National Bank | 74,260 | +1,160 | $40.9M | +$1.2M | 1.6% |
| INCEPTIONR LLC | 3,303 | +2,074 | $1.8M | +$1.2M | 168.8% |
| Csenge Advisory Group | 2,632 | +2,009 | $1.5M | +$1.1M | 322.5% |
| Federation des caisses Desjardins du Quebec | 13,469 | +1,834 | $7.4M | +$1.1M | 15.8% |
| Gibbs Wealth Management | 2,204 | +1,421 | $1.3M | +$1.1M | 181.5% |
| Caprock Group, LLC | 4,142 | +1,441 | $2.3M | +$991.9K | 53.4% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 4,569 | +1,715 | $2.5M | +$969.2K | 60.1% |
| HWG Holdings LP | 32,435 | +1,238 | $17.9M | +$942.3K | 4.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 49,730 | +876 | $27.4M | +$889.9K | 1.8% |
| GABELLI FUNDS LLC | 100,912 | +76 | $55.6M | +$881.9K | 0.1% |
| California Public Employees Retirement System | 70,620 | +523 | $38.9M | +$872.2K | 0.7% |
| PICTON MAHONEY ASSET MANAGEMENT | 1,569 | +874 | $864.9K | +$864.6K | 125.8% |
| Sequoia Financial Advisors, LLC | 11,959 | +1,330 | $6.6M | +$821.8K | 12.5% |
| FEDERATED HERMES, INC. | 6,919 | +1,289 | $3.8M | +$757.5K | 22.9% |
| MML INVESTORS SERVICES, LLC | 15,139 | +956 | $8.3M | +$645.1K | 6.7% |
| Advisors Asset Management, Inc. | 19,592 | +878 | $10.8M | +$639.9K | 4.7% |
| M&T Bank Corp | 2,362 | +1,084 | $1.3M | +$608.6K | 84.8% |
| NWF Advisory Services Inc. | 8,616 | +6,612 | $1.7M | +$604.4K | 329.9% |
| Tower Research Capital LLC (TRC) | 2,096 | +1,002 | $1.2M | +$561.5K | 91.6% |
| Summit Trail Advisors, LLC | 4,981 | +944 | $2.7M | +$553.1K | 23.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,120 | +956 | $617.4K | +$528.4K | 582.9% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,463 | +930 | $806.5K | +$517.1K | 174.5% |
| O'Brien Greene & Co. Inc | 12,608 | +707 | $7.0M | +$489.0K | 5.9% |
| Orion Porfolio Solutions, LLC | 11,023 | +667 | $6.1M | +$453.9K | 6.4% |
| Quantbot Technologies LP | 826 | +790 | $455.3K | +$435.8K | 2194.4% |
| Kera Capital Partners, Inc. | 1,377 | +452 | $904.3K | +$402.0K | 48.9% |
| NorthCrest Asset Manangement, LLC | 1,232 | +615 | $722.6K | +$389.1K | 99.7% |
| JANUS HENDERSON GROUP PLC | 16,766 | +460 | $9.2M | +$377.9K | 2.8% |
| Diametric Capital, LP | 1,061 | +651 | $584.9K | +$362.3K | 158.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5,374 | +274 | $3.4M | +$347.6K | 5.4% |
| STIFEL FINANCIAL CORP | 30,672 | +147 | $16.9M | +$335.1K | 0.5% |
| CAPTRUST FINANCIAL ADVISORS | 20,216 | +269 | $11.1M | +$314.4K | 1.3% |
| Chicago Partners Investment Group LLC | 1,781 | +333 | $1.2M | +$304.0K | 23.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,726 | +481 | $951.3K | +$296.1K | 38.6% |
| Polymer Capital Management (US) LLC | 2,605 | +504 | $1.4M | +$295.3K | 24.0% |
| Kestra Advisory Services, LLC | 3,606 | +486 | $2.0M | +$293.5K | 15.6% |
| Pictet Asset Management Holding SA | 5,629 | +441 | $3.1M | +$286.3K | 8.5% |
| BOURGEON CAPITAL MANAGEMENT LLC | 24,072 | +151 | $13.3M | +$282.5K | 0.6% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 13,948 | +299 | $7.7M | +$278.5K | 2.2% |
| AlphaQuest LLC | 912 | +498 | $502.8K | +$278.0K | 120.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,142 | +471 | $1.2M | +$273.6K | 28.2% |
| Diversify Advisory Services, LLC | 2,185 | +198 | $1.5M | +$255.0K | 10.0% |
| VERUS CAPITAL PARTNERS, LLC | 820 | +450 | $452.0K | +$251.2K | 121.6% |
| JAMES INVESTMENT RESEARCH, INC. | 848 | +448 | $467.5K | +$250.3K | 112.0% |
| Baer Investment Advisory LLC | 7,963 | +324 | $4.4M | +$242.2K | 4.2% |
| SYON CAPITAL LLC | 1,529 | +419 | $842.9K | +$240.2K | 37.7% |
| Merit Financial Group, LLC | 2,126 | +400 | $1.2M | +$234.9K | 23.2% |
| Bayforest Capital Ltd | 681 | +417 | $375.4K | +$232.1K | 157.9% |
| Meeder Advisory Services, Inc. | 1,360 | +386 | $749.7K | +$220.9K | 39.6% |
| Atria Investments, Inc | 4,249 | +341 | $2.3M | +$220.5K | 8.7% |
| Crossmark Global Holdings, Inc. | 2,949 | +333 | $1.6M | +$205.4K | 12.7% |
| Callan Family Office, LLC | 970 | +351 | $534.7K | +$198.6K | 56.7% |
| BURNEY CO/ | 17,399 | +84 | $9.6M | +$190.3K | 0.5% |
| MISSION WEALTH MANAGEMENT, LP | 980 | +327 | $540.5K | +$186.0K | 50.1% |
| Optas, LLC | 691 | +299 | $380.9K | +$168.1K | 76.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,713 | +267 | $1.5M | +$167.6K | 10.9% |
| COMMERCE BANK | 5,180 | +225 | $2.9M | +$165.3K | 4.5% |
| KLP KAPITALFORVALTNING AS | 11,920 | +120 | $6.6M | +$162.1K | 1.0% |
| World Investment Advisors | 842 | +457 | $369.9K | +$160.9K | 118.7% |
| Wealthspire Advisors, LLC | 410 | +284 | $226.0K | +$157.6K | 225.4% |
| PNC Financial Services Group, Inc. | 8,062 | +148 | $4.4M | +$147.5K | 1.9% |
| Newbridge Financial Services Group, Inc. | 3,281 | +197 | $1.8M | +$134.2K | 6.4% |
| FIL Ltd | 13,490 | +24 | $7.4M | +$125.4K | 0.2% |
| Sivia Capital Partners, LLC | 836 | +216 | $460.9K | +$124.2K | 34.8% |
| New Millennium Group LLC | 11,515 | +48 | $6.3M | +$121.8K | 0.4% |
| Farther Finance Advisors, LLC | 1,116 | +205 | $615.2K | +$120.6K | 22.5% |
| INTRUST BANK NA | 984 | +207 | $542.4K | +$120.6K | 26.6% |
| Vanguard Personalized Indexing Management, LLC | 5,143 | +143 | $2.8M | +$120.5K | 2.9% |
| Krilogy Financial LLC | 1,018 | +92 | $661.4K | +$119.6K | 9.9% |
| CERTUITY, LLC | 775 | +202 | $427.3K | +$116.1K | 35.3% |
| QRG CAPITAL MANAGEMENT, INC. | 1,145 | +196 | $631.2K | +$116.0K | 20.6% |
| Lido Advisors, LLC | 1,659 | +196 | $903.0K | +$108.3K | 13.4% |
| BENJAMIN EDWARDS INC | 2,981 | +145 | $1.6M | +$103.6K | 5.1% |
| Linden Thomas Advisory Services, LLC | 3,629 | +134 | $2.0M | +$103.0K | 3.8% |
| FIFTH THIRD BANCORP | 1,106 | +170 | $609.7K | +$101.5K | 18.2% |
| Brookwood Investment Group LLC | 1,935 | +150 | $1.1M | +$97.6K | 8.4% |
| Aaron Wealth Advisors LLC | 2,847 | +132 | $1.6M | +$95.4K | 4.9% |
| NISA INVESTMENT ADVISORS, LLC | 1,869 | +143 | $1.0M | +$92.8K | 8.3% |
| &PARTNERS | 2,864 | +117 | $1.6M | +$91.0K | 4.3% |
| PERSONAL CFO SOLUTIONS, LLC | 1,037 | +151 | $571.9K | +$90.7K | 17.0% |
| Baker Avenue Asset Management, LP | 1,288 | +146 | $710.0K | +$90.0K | 12.8% |
| DAVENPORT & Co LLC | 2,639 | +125 | $1.5M | +$89.9K | 5.0% |
| Interchange Capital Partners, LLC | 1,090 | +147 | $600.9K | +$88.9K | 15.6% |
| NewEdge Advisors, LLC | 2,423 | +122 | $1.3M | +$86.5K | 5.3% |
| TD PRIVATE CLIENT WEALTH LLC | 2,209 | +121 | $1.2M | +$84.1K | 5.8% |
| Envestnet Portfolio Solutions, Inc. | 892 | +139 | $491.7K | +$82.9K | 18.4% |
| Focus Partners Advisor Solutions, LLC | 2,378 | +208 | $1.3M | +$80.8K | 9.6% |
| Trail Ridge Investment Advisors, LLC | 1,482 | +122 | $817.0K | +$78.6K | 9.0% |
| BANK OF NOVA SCOTIA | 2,800 | +100 | $1.5M | +$77.6K | 3.7% |
| RITHOLTZ WEALTH MANAGEMENT | 4,088 | +79 | $2.3M | +$77.0K | 2.0% |
| Caerus Investment Advisors, LLC | 613 | +132 | $337.9K | +$76.8K | 27.4% |
| HB Wealth Management, LLC | 796 | +128 | $438.8K | +$76.1K | 19.2% |
| Balefire, LLC | 791 | +123 | $436.1K | +$73.4K | 18.4% |
| GUGGENHEIM CAPITAL LLC | 1,061 | +108 | $584.9K | +$67.5K | 11.3% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,515 | +48 | $2.5M | +$64.0K | 1.1% |
| SIGNATUREFD, LLC | 562 | +108 | $309.8K | +$63.3K | 23.8% |
| Ashton Thomas Private Wealth, LLC | 812 | +104 | $447.6K | +$63.1K | 14.7% |
| Versant Capital Management, Inc | 848 | +100 | $467.5K | +$61.4K | 13.4% |
| WADDELL & ASSOCIATES, LLC | 498 | +105 | $274.5K | +$61.2K | 26.7% |
| Altshuler Shaham Ltd | 1,274 | +93 | $702.3K | +$61.1K | 7.9% |
| Advisors Capital Management, LLC | 569 | +101 | $313.8K | +$59.6K | 21.6% |
| MAI Capital Management | 1,450 | +87 | $799.5K | +$59.3K | 6.4% |
| Wilmington Savings Fund Society, FSB | 364 | +95 | $200.7K | +$54.6K | 35.3% |
| Spire Wealth Management | 686 | +87 | $378.4K | +$53.1K | 14.5% |
| EverSource Wealth Advisors, LLC | 681 | +84 | $375.4K | +$51.3K | 14.1% |
| Aster Capital Management (DIFC) Ltd | 181 | +88 | $99.8K | +$49.3K | 94.6% |
| STRS OHIO | 5,800 | +1 | $3.2M | +$48.9K | 0.0% |
| SBI Securities Co., Ltd. | 331 | +83 | $182.5K | +$47.8K | 33.5% |
| Quarry LP | 109 | +85 | $60.1K | +$47.1K | 354.2% |
| Pallas Capital Advisors LLC | 2,548 | +46 | $1.4M | +$46.2K | 1.8% |
| Global Retirement Partners, LLC | 714 | +71 | $393.7K | +$44.5K | 11.0% |
| Ballentine Partners, LLC | 708 | +69 | $390.3K | +$43.4K | 10.8% |
| GAMMA Investing LLC | 1,211 | +59 | $667.6K | +$42.1K | 5.1% |
| IFG Advisory, LLC | 785 | +61 | $432.7K | +$39.8K | 8.4% |
| Prestige Wealth Management Group LLC | 132 | +110 | $50.7K | +$38.8K | 500.0% |
| CHOREO, LLC | 2,049 | +11 | $1.1M | +$37.5K | 0.5% |
| Heartwood Wealth Advisors LLC | 1,000 | +50 | $551.3K | +$35.5K | 5.3% |
| Bridgewater Advisors Inc. | 381 | +6 | $251.0K | +$35.0K | 1.6% |
| Lisanti Capital Growth, LLC | 2,845 | +20 | $1.6M | +$34.6K | 0.7% |
| Burns Matteson Capital Management, LLC | 855 | +48 | $471.3K | +$33.2K | 5.9% |
| IHT Wealth Management, LLC | 711 | +49 | $392.0K | +$32.5K | 7.4% |
| MOODY LYNN & LIEBERSON, LLC | 2,011 | +28 | $1.1M | +$32.0K | 1.4% |
| Smartleaf Asset Management LLC | 343 | +41 | $191.6K | +$31.3K | 13.6% |
| QUADRANT CAPITAL GROUP LLC | 1,929 | +28 | $1.1M | +$31.3K | 1.5% |
| Perigon Wealth Management, LLC | 676 | +47 | $372.7K | +$31.1K | 7.5% |
| CCG WEALTH MANAGEMENT, LLC | 2,134 | +24 | $1.2M | +$30.8K | 1.1% |
| Larson Financial Group LLC | 110 | +50 | $60.6K | +$28.1K | 83.3% |
| VestGen Investment Management | 1,870 | +17 | $1.0M | +$24.8K | 0.9% |
| Lakeridge Wealth Management LLC | 1,281 | +24 | $706.2K | +$23.7K | 1.9% |
| Main Street Research LLC | 917 | +29 | $505.5K | +$23.4K | 3.3% |
| ROTHSCHILD INVESTMENT LLC | 247 | +38 | $136.2K | +$22.7K | 18.2% |
| UMB Bank, n.a. | 523 | +32 | $288.3K | +$21.7K | 6.5% |
| Root Financial Partners, LLC | 129 | +36 | $71.1K | +$20.6K | 38.7% |
| Ausdal Financial Partners, Inc. | 478 | +28 | $263.5K | +$19.2K | 6.2% |
| HRT FINANCIAL LP | 32,340 | +30,072 | $17.8K | +$16.6K | 1325.9% |
| Founders Financial Alliance, LLC | 1,685 | +1 | $929.1K | +$14.8K | 0.1% |
| Summit Financial, LLC | 697 | +16 | $384.2K | +$14.5K | 2.3% |
| Mayflower Financial Advisors, LLC | 611 | +17 | $336.8K | +$14.3K | 2.9% |
| SJS Investment Consulting Inc. | 120 | +23 | $66.2K | +$13.5K | 23.7% |
| Fortitude Family Office, LLC | 39 | +23 | $21.5K | +$12.8K | 143.8% |
| SG Americas Securities, LLC | 26,003 | +22,903 | $14.3K | +$12.7K | 738.8% |
| Fifth Third Wealth Advisors LLC | 1,388 | +1 | $765.2K | +$12.1K | 0.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 248 | +17 | $136.7K | +$11.3K | 7.3% |
| JOURNEY STRATEGIC WEALTH LLC | 457 | +13 | $251.9K | +$10.9K | 2.9% |
| Optimize Financial Inc | 665 | +8 | $366.6K | +$9.9K | 1.2% |
| Transamerica Financial Advisors, LLC | 73 | +15 | $40.3K | +$9.3K | 25.9% |
| Independent Advisor Alliance | 912 | +3 | $502.8K | +$9.2K | 0.3% |
| HHM Wealth Advisors, LLC | 410 | +10 | $226.0K | +$8.8K | 2.5% |
| Asset Management Group, Inc. | 986 | +1 | $543.3K | +$8.7K | 0.1% |
| Activest Wealth Management | 36 | +15 | $19.8K | +$8.4K | 71.4% |
| MEEDER ASSET MANAGEMENT INC | 23 | +15 | $12.7K | +$8.3K | 187.5% |
| ORG Partners LLC | 19 | +15 | $10.5K | +$8.3K | 375.0% |
| Parkside Financial Bank & Trust | 66 | +14 | $36.4K | +$8.2K | 26.9% |
| BESSEMER GROUP INC | 38,587 | +14,114 | $21.3K | +$8.0K | 57.7% |
| Cooper Financial Group | 421 | +8 | $232.1K | +$7.9K | 1.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 585 | +5 | $322.6K | +$7.7K | 0.9% |
| Equitable Holdings, Inc. | 587 | +5 | $323.6K | +$7.6K | 0.8% |
| HighPoint Advisor Group LLC | 449 | +7 | $247.5K | +$7.5K | 1.6% |
| Savvy Advisors, Inc. | 408 | +7 | $224.8K | +$7.2K | 1.7% |
| JFS WEALTH ADVISORS, LLC | 57 | +12 | $31.4K | +$7.0K | 26.7% |
| Jefferies Financial Group Inc. | 631 | +3 | $347.9K | +$6.9K | 0.5% |
| TIAA TRUST, NATIONAL ASSOCIATION | 552 | +4 | $304.3K | +$6.8K | 0.7% |
| PFG Investments, LLC | 743 | +1 | $409.3K | +$6.5K | 0.1% |
| MeadowBrook Investment Advisors LLC | 636 | +2 | $350.6K | +$6.4K | 0.3% |
| RFG Advisory, LLC | 433 | +4 | $238.8K | +$5.8K | 0.9% |
| CreativeOne Wealth, LLC | 546 | +1 | $301.0K | +$5.1K | 0.2% |
| Parallel Advisors, LLC | 276 | +4 | $152.2K | +$4.5K | 1.5% |
| True Wealth Design, LLC | 276 | +4 | $152.2K | +$4.5K | 1.5% |
| CWM, LLC | 18,425 | +7,944 | $10.2K | +$4.5K | 75.8% |
| Pure Financial Advisors, LLC | 447 | +1 | $246.4K | +$4.3K | 0.2% |
| HARBOUR INVESTMENTS, INC. | 338 | +2 | $186.4K | +$3.9K | 0.6% |
| NATIXIS ADVISORS, LLC | 43,653 | +5,139 | $24.1K | +$3.2K | 13.3% |
| CANADA LIFE ASSURANCE Co | 32,431 | +4,463 | $17.9K | +$3.0K | 15.9% |
| PRIVATE TRUST CO NA | 28 | +4 | $15.4K | +$2.4K | 16.7% |
| Rossby Financial, LCC | 8 | +4 | $4.4K | +$2.2K | 100.0% |
| HFM Investment Advisors, LLC | 7 | +4 | $3.9K | +$2.2K | 133.3% |
| Park Square Financial Group, LLC | 39 | +10 | $13.8K | -$1.9K | 34.5% |
| ELEVATION WEALTH PARTNERS, LLC | 17 | +3 | $9.4K | +$1.8K | 21.4% |
| Physician Wealth Advisors, Inc. | 63 | +1 | $34.7K | +$1.1K | 1.6% |
| FARMERS & MERCHANTS INVESTMENTS INC | 34 | +1 | $18.7K | +$826 | 3.0% |
| Dogwood Wealth Management LLC | 29 | +1 | $16.0K | +$785 | 3.6% |
| Daiwa Securities Group Inc. | 32,235 | +825 | $17.8K | +$716 | 2.6% |
| Bay Harbor Wealth Management, LLC | 5 | +1 | $2.8K | +$585 | 25.0% |
| Janney Montgomery Scott LLC | 5,669 | +511 | $3.1K | +$324 | 9.9% |