13F QoQ Ownership Changes
DLTR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 178 new · 242 added · 416 reduced · 111 exited
New Positions(178)
Added To(242)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 16,146,067 | +3,304,180 | $1.99B | +$774.2M | 25.7% |
| BlackRock, Inc. | 15,916,407 | +498,047 | $1.96B | +$502.8M | 3.2% |
| NOMURA HOLDINGS INC | 5,813,005 | +2,002,437 | $715.1M | +$355.5M | 52.5% |
| BANK OF MONTREAL /CAN/ | 1,296,289 | +1,036,505 | $159.5M | +$134.9M | 399.0% |
| CITADEL ADVISORS LLC | 2,466,109 | +480,925 | $303.4M | +$116.0M | 24.2% |
| CITIGROUP INC | 1,822,735 | +369,991 | $224.2M | +$87.1M | 25.5% |
| GOLDMAN SACHS GROUP INC | 2,202,049 | +245,041 | $270.9M | +$86.2M | 12.5% |
| Invesco Ltd. | 2,719,303 | +39,506 | $334.5M | +$81.6M | 1.5% |
| Woodline Partners LP | 602,268 | +576,617 | $74.1M | +$71.7M | 2247.9% |
| Focus Partners Wealth | 558,328 | +547,032 | $68.7M | +$67.6M | 4842.7% |
| Amundi | 1,412,998 | +175,838 | $173.8M | +$65.3M | 14.2% |
| TCW GROUP INC | 565,040 | +476,248 | $69.5M | +$61.1M | 536.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,821,852 | +81,695 | $224.1M | +$59.9M | 4.7% |
| Allianz Asset Management GmbH | 653,609 | +344,346 | $80.4M | +$51.2M | 111.3% |
| Assenagon Asset Management S.A. | 670,753 | +235,626 | $82.5M | +$41.4M | 54.1% |
| Legal & General Group Plc | 1,298,911 | +44,164 | $159.8M | +$41.4M | 3.5% |
| Walleye Trading LLC | 1,147,600 | +73,535 | $141.2M | +$39.8M | 6.8% |
| National Pension Service | 330,759 | +315,677 | $40.7M | +$39.3M | 2093.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 858,636 | +130,741 | $106.1M | +$37.9M | 18.0% |
| BARCLAYS PLC | 947,123 | +354,403 | $93.8M | +$37.9M | 59.8% |
| NATIONAL BANK OF CANADA /FI/ | 964,366 | +105,856 | $118.6M | +$37.6M | 12.3% |
| Squarepoint Ops LLC | 950,255 | +95,904 | $116.9M | +$36.3M | 11.2% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,201,389 | +12,243 | $147.8M | +$35.6M | 1.0% |
| SEI INVESTMENTS CO | 305,648 | +261,751 | $37.6M | +$33.5M | 596.3% |
| Walleye Capital LLC | 322,745 | +235,950 | $39.7M | +$31.5M | 271.8% |
| Point72 Asset Management, L.P. | 325,400 | +226,800 | $40.0M | +$30.7M | 230.0% |
| FEDERATED HERMES, INC. | 791,009 | +39,265 | $97.3M | +$26.4M | 5.2% |
| AMERIPRISE FINANCIAL INC | 672,485 | +49,653 | $82.7M | +$23.9M | 8.0% |
| AMERICAN CENTURY COMPANIES INC | 766,098 | +10,240 | $94.2M | +$22.9M | 1.4% |
| LPL Financial LLC | 247,972 | +160,261 | $30.5M | +$22.2M | 182.7% |
| DEUTSCHE BANK AG\ | 664,780 | +2,137 | $81.8M | +$19.2M | 0.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 410,634 | +27,775 | $52.4M | +$16.3M | 7.3% |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 512,660 | +7,503 | $63.1M | +$15.4M | 1.5% |
| Brandywine Global Investment Management, LLC | 221,323 | +95,055 | $27.2M | +$15.3M | 75.3% |
| BNP PARIBAS FINANCIAL MARKETS | 342,397 | +23,985 | $54.4M | +$14.9M | 7.5% |
| Capital International, Inc./CA/ | 116,109 | +110,361 | $14.3M | +$13.7M | 1920.0% |
| FRANKLIN RESOURCES INC | 283,176 | +50,831 | $34.8M | +$12.9M | 21.9% |
| WELLS FARGO & COMPANY/MN | 309,050 | +36,715 | $38.0M | +$12.3M | 13.5% |
| Gotham Asset Management, LLC | 263,522 | +40,958 | $32.4M | +$11.4M | 18.4% |
| PEAK6 LLC | 189,800 | +45,172 | $23.3M | +$9.7M | 31.2% |
| CI INVESTMENTS INC. | 73,464 | +72,922 | $9.0M | +$9.0M | 13454.2% |
| NEUBERGER BERMAN GROUP LLC | 222,128 | +22,077 | $27.3M | +$8.4M | 11.0% |
| PATTON FUND MANAGEMENT, INC. | 70,694 | +67,961 | $8.7M | +$8.4M | 2486.7% |
| Illinois Municipal Retirement Fund | 169,754 | +26,527 | $20.9M | +$7.4M | 18.5% |
| PRINCIPAL FINANCIAL GROUP INC | 229,141 | +8,373 | $28.2M | +$7.4M | 3.8% |
| FORSTA AP-FONDEN | 124,900 | +31,200 | $15.4M | +$6.5M | 33.3% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 171,014 | +13,327 | $21.0M | +$6.2M | 8.4% |
| Alphadyne Asset Management LP | 65,800 | +41,533 | $8.1M | +$5.8M | 171.2% |
| ING GROEP NV | 173,600 | +3,909 | $21.4M | +$5.3M | 2.3% |
| MACKENZIE FINANCIAL CORP | 88,636 | +26,310 | $11.0M | +$5.1M | 42.2% |
| TUDOR INVESTMENT CORP ET AL | 90,700 | +25,400 | $11.2M | +$5.0M | 38.9% |
| L2 Asset Management, LLC | 60,666 | +33,073 | $7.5M | +$4.9M | 119.9% |
| State of Tennessee, Department of Treasury | 147,162 | +13,893 | $17.3M | +$4.7M | 10.4% |
| Wealthfront Advisers LLC | 67,697 | +28,279 | $8.3M | +$4.6M | 71.7% |
| Swedbank AB | 153,469 | +548 | $18.9M | +$4.4M | 0.3% |
| Mediolanum International Funds Ltd | 48,546 | +31,502 | $6.0M | +$4.4M | 184.8% |
| Aberdeen Group plc | 141,935 | +2,311 | $17.5M | +$4.3M | 1.6% |
| Nicholas Wealth, LLC. | 51,379 | +36,244 | $5.5M | +$4.1M | 239.5% |
| CIBC WORLD MARKET INC. | 78,466 | +19,279 | $9.7M | +$4.1M | 32.6% |
| GREAT LAKES ADVISORS, LLC | 63,648 | +23,539 | $7.8M | +$4.0M | 58.7% |
| Parallax Volatility Advisers, L.P. | 134,300 | +900 | $16.5M | +$3.9M | 0.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 53,735 | +25,309 | $6.6M | +$3.9M | 89.0% |
| Verition Fund Management LLC | 115,335 | +4,661 | $14.2M | +$3.7M | 4.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,046 | +15,593 | $3.7M | +$3.7M | 107.9% |
| IFM Investors Pty Ltd | 38,965 | +944 | $4.8K | -$3.6M | 2.5% |
| DANSKE BANK A/S | 91,822 | +7,400 | $11.3M | +$3.3M | 8.8% |
| LBP AM SA | 86,679 | +6,458 | $10.7M | +$3.1M | 8.1% |
| CIBC Asset Management Inc | 45,503 | +17,020 | $5.6M | +$2.9M | 59.8% |
| Pictet Asset Management Holding SA | 98,730 | +292 | $12.1M | +$2.9M | 0.3% |
| Beacon Pointe Advisors, LLC | 91,284 | +2,327 | $11.2M | +$2.8M | 2.6% |
| FIRST TRUST ADVISORS LP | 41,790 | +16,824 | $5.1M | +$2.8M | 67.4% |
| Edgestream Partners, L.P. | 39,440 | +17,452 | $4.9M | +$2.8M | 79.4% |
| SCOTIA CAPITAL INC. | 83,165 | +4,039 | $10.2M | +$2.7M | 5.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,080 | +1,670 | $11.0M | +$2.7M | 1.9% |
| Ensign Peak Advisors, Inc | 80,558 | +4,035 | $9.9M | +$2.7M | 5.3% |
| Andra AP-fonden | 37,669 | +16,531 | $4.6M | +$2.6M | 78.2% |
| CREDIT AGRICOLE S A | 65,880 | +7,203 | $8.1M | +$2.6M | 12.3% |
| HighTower Advisors, LLC | 28,925 | +15,856 | $3.6M | +$2.3M | 121.3% |
| AVIVA PLC | 75,418 | +1,333 | $9.3M | +$2.3M | 1.8% |
| Leeward Investments, LLC - MA | 60,710 | +5,448 | $7.5M | +$2.3M | 9.8% |
| PenderFund Capital Management Ltd. | 18,530 | +18,220 | $2.3M | +$2.3M | 5877.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 71,479 | +621 | $8.8M | +$2.1M | 0.9% |
| KLP KAPITALFORVALTNING AS | 71,743 | +500 | $8.8M | +$2.1M | 0.7% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 56,976 | +4,543 | $7.0M | +$2.1M | 8.7% |
| Sterling Capital Management LLC | 26,175 | +13,689 | $3.2M | +$2.0M | 109.6% |
| Engineers Gate Manager LP | 21,117 | +14,787 | $2.6M | +$2.0M | 233.6% |
| Investment Management Corp of Ontario | 23,137 | +13,805 | $2.8M | +$2.0M | 147.9% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 24,738 | +12,567 | $3.0M | +$1.9M | 103.3% |
| Pathstone Holdings, LLC | 42,730 | +6,864 | $5.3M | +$1.9M | 19.1% |
| Candriam S.C.A. | 28,413 | +11,091 | $3.5M | +$1.9M | 64.0% |
| Banque Cantonale Vaudoise | 14,574 | +9,120 | $1.8M | +$1.8M | 167.2% |
| TWO SIGMA ADVISERS, LP | 23,200 | +11,700 | $2.9M | +$1.8M | 101.7% |
| Creative Planning | 43,012 | +4,303 | $5.3M | +$1.8M | 11.1% |
| Mirae Asset Global Investments Co., Ltd. | 33,415 | +6,439 | $4.1M | +$1.6M | 23.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 34,331 | +5,837 | $4.2M | +$1.5M | 20.5% |
| Czech National Bank | 50,019 | +724 | $6.2M | +$1.5M | 1.5% |
| NISA INVESTMENT ADVISORS, LLC | 44,553 | +1,824 | $5.5M | +$1.4M | 4.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 24,080 | +7,838 | $3.0M | +$1.4M | 48.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 26,897 | +6,067 | $3.3M | +$1.3M | 29.1% |
| NEOS Investment Management LLC | 28,668 | +4,952 | $3.5M | +$1.3M | 20.9% |
| BANK OF NOVA SCOTIA | 25,519 | +5,602 | $3.1M | +$1.3M | 28.1% |
| Quantbot Technologies LP | 16,402 | +8,204 | $2.0M | +$1.2M | 100.1% |
| Corient Private Wealth LLC | 40,461 | +20,519 | $3.1M | +$1.2M | 102.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,262 | +51 | $3.3M | +$1.2M | 0.2% |
| ALLSTATE CORP | 15,242 | +7,712 | $1.9M | +$1.2M | 102.4% |
| DNB Asset Management AS | 38,143 | +735 | $4.7M | +$1.2M | 2.0% |
| Wilmington Savings Fund Society, FSB | 36,064 | +637 | $4.4M | +$1.1M | 1.8% |
| Vanguard Personalized Indexing Management, LLC | 25,301 | +2,708 | $3.1M | +$980.2K | 12.0% |
| Dai-ichi Life Insurance Company, Ltd | 16,344 | +5,000 | $2.0M | +$939.9K | 44.1% |
| XPONANCE, INC. | 29,280 | +1,034 | $3.6M | +$936.2K | 3.7% |
| 1832 Asset Management L.P. | 22,628 | +2,877 | $2.8M | +$919.6K | 14.6% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 27,608 | +1,191 | $3.4M | +$903.1K | 4.5% |
| First International Bank of Israel Ltd. | 29,747 | +518 | $3.7M | +$900.8K | 1.8% |
| Kestra Investment Management, LLC | 9,690 | +6,069 | $1.2M | +$850.3K | 167.6% |
| ABN AMRO INVESTMENT SOLUTIONS | 8,280 | +5,645 | $1.0M | +$769.9K | 214.2% |
| STIFEL FINANCIAL CORP | 18,134 | +2,583 | $2.2M | +$763.1K | 16.6% |
| EADS & HEALD WEALTH MANAGEMENT | 6,100 | +1,996 | $750.4K | +$750.0K | 48.6% |
| USS Investment Management Ltd | 23,418 | +106 | $2.9M | +$681.4K | 0.5% |
| TWIN CAPITAL MANAGEMENT INC | 11,715 | +3,428 | $1.4M | +$659.0K | 41.4% |
| Sequoia Financial Advisors, LLC | 11,371 | +3,520 | $1.4M | +$657.8K | 44.8% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 22,069 | +47 | $2.7M | +$636.5K | 0.2% |
| CAPTRUST FINANCIAL ADVISORS | 16,266 | +1,672 | $2.0M | +$623.6K | 11.4% |
| Cetera Investment Advisers | 21,420 | +79 | $2.6M | +$620.9K | 0.4% |
| MUFG Securities EMEA plc | 7,776 | +4,061 | $956.5K | +$605.9K | 109.3% |
| M&T Bank Corp | 12,950 | +2,032 | $1.6M | +$562.3K | 18.6% |
| RITHOLTZ WEALTH MANAGEMENT | 7,818 | +3,161 | $961.7K | +$522.2K | 67.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,266 | +1,706 | $1.5M | +$480.4K | 16.1% |
| Alberta Investment Management Corp | 36,814 | +4,514 | $3.5M | +$447.1K | 14.0% |
| FIFTH THIRD BANCORP | 12,491 | +529 | $1.5M | +$407.7K | 4.4% |
| Integrated Wealth Concepts LLC | 6,718 | +2,247 | $826.4K | +$404.4K | 50.3% |
| DoubleLine ETF Adviser LP | 11,218 | +521 | $1.4M | +$370.4K | 4.9% |
| QRG CAPITAL MANAGEMENT, INC. | 6,164 | +2,010 | $758.2K | +$366.2K | 48.4% |
| Norinchukin Bank, The | 11,078 | +400 | $1.4M | +$355.0K | 3.7% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 8,434 | +778 | $1.0M | +$315.0K | 10.2% |
| GAMMA Investing LLC | 8,917 | +607 | $1.1M | +$312.7K | 7.3% |
| Prospera Financial Services Inc | 7,494 | +953 | $921.9K | +$304.6K | 14.6% |
| MONEY CONCEPTS CAPITAL CORP | 10,440 | +40 | $1.3M | +$302.8K | 0.4% |
| Canada Post Corp Registered Pension Plan | 6,999 | +1,030 | $860.9K | +$298.6K | 17.3% |
| Wealthspire Advisors, LLC | 4,048 | +1,595 | $498.0K | +$266.5K | 65.0% |
| QUADRANT CAPITAL GROUP LLC | 8,691 | +156 | $1.1M | +$263.6K | 1.8% |
| NorthCrest Asset Manangement, LLC | 5,948 | +27 | $764.7K | +$261.2K | 0.5% |
| JONES FINANCIAL COMPANIES LLLP | 5,544 | +1,070 | $682.0K | +$256.8K | 23.9% |
| NewEdge Advisors, LLC | 2,324 | +1,951 | $285.9K | +$250.7K | 523.0% |
| HB Wealth Management, LLC | 4,763 | +1,140 | $585.9K | +$244.0K | 31.5% |
| Lifeworks Advisors, LLC | 7,858 | +161 | $966.6K | +$240.2K | 2.1% |
| CHICAGO TRUST Co NA | 6,753 | +496 | $830.7K | +$240.2K | 7.9% |
| Meiji Yasuda Life Insurance Co | 4,000 | +1,304 | $492.0K | +$237.6K | 48.4% |
| BURNEY CO/ | 7,518 | +221 | $924.8K | +$236.2K | 3.0% |
| COMMERCE BANK | 7,435 | +8 | $914.6K | +$213.7K | 0.1% |
| Merit Financial Group, LLC | 5,354 | +597 | $658.6K | +$209.7K | 12.5% |
| CIBC Private Wealth Group LLC | 7,247 | +14 | $891.5K | +$208.9K | 0.2% |
| Empowered Funds, LLC | 5,655 | +483 | $695.6K | +$207.5K | 9.3% |
| Callahan Advisors, LLC | 5,965 | +350 | $733.8K | +$203.9K | 6.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,066 | +240 | $746.1K | +$196.4K | 4.1% |
| Focus Partners Advisor Solutions, LLC | 6,974 | +212 | $858.0K | +$190.4K | 3.1% |
| UMB Bank, n.a. | 2,222 | +1,239 | $273.3K | +$180.6K | 126.0% |
| Optimize Financial Inc | 6,000 | +84 | $738.1K | +$179.8K | 1.4% |
| BROWN BROTHERS HARRIMAN & CO | 1,693 | +1,307 | $208.3K | +$171.8K | 338.6% |
| Plato Investment Management Ltd | 2,673 | +953 | $330.4K | +$169.3K | 55.4% |
| Geneos Wealth Management Inc. | 1,577 | +1,185 | $194.0K | +$157.0K | 302.3% |
| Compound Planning, Inc. | 3,031 | +704 | $372.8K | +$153.2K | 30.3% |
| Forum Financial Management, LP | 5,022 | +85 | $617.8K | +$151.9K | 1.7% |
| Bryn Mawr Trust Advisors, LLC | 3,293 | +558 | $405.1K | +$147.0K | 20.4% |
| EVOKE WEALTH, LLC | 3,128 | +596 | $384.8K | +$145.8K | 23.5% |
| Wedmont Private Capital | 3,116 | +5 | $409.9K | +$145.4K | 0.2% |
| Unified Investment Management | 3,918 | +295 | $482.0K | +$140.1K | 8.1% |
| Tower Research Capital LLC (TRC) | 2,710 | +630 | $333.4K | +$137.1K | 30.3% |
| Catalyst Funds Management Pty Ltd | 3,300 | +400 | $405.9K | +$132.3K | 13.8% |
| MML INVESTORS SERVICES, LLC | 3,691 | +247 | $454.0K | +$129.0K | 7.2% |
| Ballentine Partners, LLC | 4,055 | +113 | $498.8K | +$126.8K | 2.9% |
| SUMMIT SECURITIES GROUP LLC | 1,283 | +949 | $157.8K | +$126.3K | 284.1% |
| Independent Advisor Alliance | 3,867 | +162 | $475.6K | +$126.0K | 4.4% |
| Waverly Advisors, LLC | 3,265 | +223 | $401.6K | +$114.5K | 7.3% |
| Valeo Financial Advisors, LLC | 3,392 | +164 | $417.3K | +$112.6K | 5.1% |
| Riverwater Partners LLC | 3,730 | +1 | $458.8K | +$106.9K | 0.0% |
| BOKF, NA | 3,066 | +24 | $377.1K | +$90.1K | 0.8% |
| Checchi Capital Advisers, LLC | 2,951 | +12 | $363.0K | +$85.7K | 0.4% |
| MAI Capital Management | 2,741 | +72 | $337.2K | +$85.3K | 2.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 2,480 | +150 | $305.1K | +$85.2K | 6.4% |
| Versant Capital Management, Inc | 2,879 | +12 | $354.1K | +$83.6K | 0.4% |
| Topsail Wealth Management, LLC | 2,768 | +15 | $340.5K | +$80.7K | 0.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,512 | +313 | $186.0K | +$72.8K | 26.1% |
| EverSource Wealth Advisors, LLC | 1,551 | +300 | $190.8K | +$72.7K | 24.0% |
| SouthState Corp | 2,010 | +93 | $247.3K | +$66.3K | 4.8% |
| Lido Advisors, LLC | 6,091 | +443 | $595.1K | +$62.0K | 7.8% |
| MCF Advisors LLC | 584 | +450 | $71.8K | +$59.2K | 335.8% |
| Prestige Wealth Management Group LLC | 733 | +625 | $63.2K | +$53.0K | 578.7% |
| MassMutual Private Wealth & Trust, FSB | 1,442 | +95 | $177.4K | +$50.3K | 7.0% |
| PRIVATE TRUST CO NA | 1,452 | +78 | $178.6K | +$48.9K | 5.7% |
| Deseret Mutual Benefit Administrators | 1,208 | +86 | $148.6K | +$42.7K | 7.7% |
| LRI Investments, LLC | 1,327 | +7 | $163.2K | +$38.7K | 0.5% |
| Parkside Financial Bank & Trust | 663 | +47 | $81.6K | +$23.4K | 7.6% |
| NATIXIS ADVISORS, LLC | 482,234 | +76,859 | $59.3K | +$21.1K | 18.9% |
| CYBER HORNET ETFs LLC | 597 | +31 | $73.4K | +$20.0K | 5.5% |
| Root Financial Partners, LLC | 393 | +85 | $48.3K | +$19.3K | 27.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 582 | +19 | $71.6K | +$18.5K | 3.4% |
| SG Americas Securities, LLC | 177,196 | +128,230 | $21.8K | +$17.2K | 261.9% |
| Smartleaf Asset Management LLC | 447 | +24 | $55.4K | +$15.6K | 5.7% |
| TD PRIVATE CLIENT WEALTH LLC | 311 | +39 | $38.3K | +$12.6K | 14.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 336,036 | +24,748 | $41.3K | +$12.1K | 8.0% |
| Tacita Capital Inc | 373 | +13 | $45.9K | +$11.9K | 3.6% |
| THOMPSON SIEGEL & WALMSLEY LLC | 320,062 | +18,092 | $39.4K | +$10.9K | 6.0% |
| CVA Family Office, LLC | 231 | +39 | $28.4K | +$10.3K | 20.3% |
| Quent Capital, LLC | 204 | +42 | $25.1K | +$9.8K | 25.9% |
| Fortitude Family Office, LLC | 145 | +39 | $17.8K | +$7.8K | 36.8% |
| JFS WEALTH ADVISORS, LLC | 112 | +42 | $13.8K | +$7.2K | 60.0% |
| Transamerica Financial Advisors, LLC | 58 | +57 | $7.2K | +$7.1K | 5700.0% |
| Manchester Capital Management LLC | 96 | +31 | $11.8K | +$5.7K | 47.7% |
| Spire Wealth Management | 119 | +19 | $14.6K | +$5.2K | 19.0% |
| Physician Wealth Advisors, Inc. | 60 | +36 | $7.4K | +$5.1K | 150.0% |
| FIRST HORIZON CORP | 153 | +4 | $18.8K | +$4.8K | 2.7% |
| Bruce G. Allen Investments, LLC | 111 | +12 | $13.7K | +$4.3K | 12.1% |
| Sound Income Strategies, LLC | 33 | +28 | $4.6K | +$4.1K | 560.0% |
| Abound Wealth Management | 131 | +2 | $16.1K | +$3.9K | 1.6% |
| Bogart Wealth, LLC | 103 | +5 | $12.7K | +$3.4K | 5.1% |
| North Star Investment Management Corp. | 32 | +22 | $3.9K | +$3.0K | 220.0% |
| Mn Services Vermogensbeheer B.V. | 78,724 | +3,224 | $9.7K | +$2.6K | 4.3% |
| Pinnacle Bancorp, Inc. | 40 | +11 | $4.9K | +$2.2K | 37.9% |
| McGinn Penninger Investment Management, Inc. | 71,011 | +306 | $8.7K | +$2.1K | 0.4% |
| Bay Harbor Wealth Management, LLC | 24 | +10 | $3.0K | +$1.6K | 71.4% |
| SJS Investment Consulting Inc. | 32 | +5 | $3.9K | +$1.4K | 18.5% |
| Turning Point Benefit Group, Inc. | 13 | +10 | $1.6K | +$1.3K | 333.3% |
| iA Global Asset Management Inc. | 25,610 | +3,909 | $3.1K | +$1.1K | 18.0% |
| Triumph Capital Management | 14 | +5 | $1.7K | +$873 | 55.5% |
| Janney Montgomery Scott LLC | 28,853 | +116 | $3.5K | +$837 | 0.4% |
| Valued Wealth Advisors LLC | 18 | +3 | $2.2K | +$799 | 20.0% |
| DiNuzzo Private Wealth, Inc. | 29 | +3 | $3.6K | +$729 | 11.5% |
| Rialto Wealth Management, LLC | 18 | +2 | $2.2K | +$705 | 12.5% |
| Dunhill Financial, LLC | 8 | +3 | $980 | +$492 | 60.0% |
| Vestcor Inc | 9,672 | +1,379 | $1.2K | +$407 | 16.6% |
| CENTRAL TRUST Co | 5 | +1 | $638 | +$260 | 25.0% |
| Retirement Wealth Solutions LLC | 5 | +1 | $616 | +$238 | 25.0% |
| BESSEMER GROUP INC | 6,585 | +265 | $811 | +$214 | 4.2% |
| Davis Capital Management | 3 | +1 | $369 | +$180 | 50.0% |
| PARK AVENUE SECURITIES LLC | 3,021 | +870 | $372 | +$169 | 40.4% |
| ACADIAN ASSET MANAGEMENT LLC | 1,255 | +908 | $154 | +$122 | 261.7% |
| HANTZ FINANCIAL SERVICES, INC. | 1,404 | +856 | $173 | +$121 | 156.2% |
| CX Institutional | 2,756 | +107 | $339 | +$89 | 4.0% |
| Covestor Ltd | 222 | +84 | $27 | +$14 | 60.9% |
| GW&K Investment Management, LLC | 284 | +39 | $35 | +$12 | 15.9% |
| Penserra Capital Management LLC | 18 | +12 | $2 | +$2 | 200.0% |
| Avion Wealth | 46 | +5 | $5 | +$2 | 12.2% |