13F QoQ Ownership Changes
EBC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 53 new · 127 added · 100 reduced · 36 exited
New Positions(53)
Added To(127)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 7,437,108 | +4,835,474 | $137.1M | +$89.8M | 185.9% |
| VANGUARD GROUP INC | 21,874,030 | +2,440,017 | $403.1M | +$50.4M | 12.6% |
| CITADEL ADVISORS LLC | 2,441,312 | +2,314,766 | $45.0M | +$42.7M | 1829.2% |
| STATE STREET CORP | 8,919,404 | +1,389,304 | $164.4M | +$27.7M | 18.4% |
| UBS Group AG | 1,810,225 | +1,292,857 | $33.4M | +$24.0M | 249.9% |
| BlackRock, Inc. | 17,787,834 | +1,020,457 | $327.8M | +$23.5M | 6.1% |
| HoldCo Asset Management, LP | 7,382,772 | +974,000 | $136.1M | +$19.7M | 15.2% |
| DIMENSIONAL FUND ADVISORS LP | 9,552,160 | +939,740 | $176.0M | +$19.7M | 10.9% |
| JENNISON ASSOCIATES LLC | 5,311,122 | +992,160 | $97.9M | +$19.5M | 23.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,158,321 | +727,962 | $21.3M | +$13.5M | 169.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,427,922 | +592,012 | $100.1M | +$12.3M | 12.2% |
| MORGAN STANLEY | 1,788,372 | +516,273 | $33.0M | +$9.9M | 40.6% |
| GOLDMAN SACHS GROUP INC | 1,474,451 | +372,629 | $27.2M | +$7.2M | 33.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 583,686 | +341,536 | $10.8M | +$6.4M | 141.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,289,081 | +313,211 | $23.8M | +$6.0M | 32.1% |
| Bridgewater Associates, LP | 714,155 | +317,798 | $13.2M | +$6.0M | 80.2% |
| RENAISSANCE TECHNOLOGIES LLC | 413,019 | +304,715 | $7.6M | +$5.6M | 281.4% |
| Jain Global LLC | 332,035 | +304,900 | $6.1M | +$5.6M | 1123.6% |
| DARK FOREST CAPITAL MANAGEMENT LP | 350,044 | +293,287 | $6.5M | +$5.4M | 516.7% |
| Impax Asset Management Group plc | 1,275,000 | +275,000 | $23.5M | +$5.3M | 27.5% |
| CITIGROUP INC | 386,451 | +213,698 | $7.1M | +$4.0M | 123.7% |
| Focus Partners Wealth | 285,577 | +211,840 | $5.3M | +$3.9M | 287.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,085,729 | +173,243 | $38.4M | +$3.7M | 9.1% |
| MARSHALL WACE, LLP | 442,104 | +170,828 | $8.1M | +$3.2M | 63.0% |
| AQR CAPITAL MANAGEMENT LLC | 236,407 | +139,569 | $4.4M | +$2.6M | 144.1% |
| Williams Jones Wealth Management, LLC. | 161,713 | +123,280 | $3.0M | +$2.3M | 320.8% |
| ALGEBRIS (UK) LTD | 624,471 | +111,811 | $11.5M | +$2.2M | 21.8% |
| SEI INVESTMENTS CO | 120,645 | +105,715 | $2.2M | +$2.0M | 708.1% |
| AMERICAN CENTURY COMPANIES INC | 174,170 | +101,253 | $3.2M | +$1.9M | 138.9% |
| WELLS FARGO & COMPANY/MN | 249,340 | +97,880 | $4.6M | +$1.8M | 64.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 95,472 | +3,180 | $1.8M | +$1.8M | 3.4% |
| TD Asset Management Inc | 240,558 | +88,422 | $4.4M | +$1.7M | 58.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 433,061 | +85,185 | $8.0M | +$1.7M | 24.5% |
| NORTHERN TRUST CORP | 1,887,073 | +60,582 | $34.8M | +$1.6M | 3.3% |
| Rafferty Asset Management, LLC | 340,218 | +68,724 | $6.3M | +$1.3M | 25.3% |
| Swiss National Bank | 424,964 | +56,000 | $7.8M | +$1.1M | 15.2% |
| Nuveen, LLC | 1,065,558 | +34,604 | $19.6M | +$926.4K | 3.4% |
| ALLIANCEBERNSTEIN L.P. | 301,368 | +43,836 | $5.6M | +$880.0K | 17.0% |
| Cerity Partners LLC | 57,370 | +32,007 | $1.1M | +$597.0K | 126.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 205,060 | +25,672 | $3.8M | +$523.4K | 14.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,949 | +24,138 | $1.5M | +$461.6K | 40.4% |
| DEUTSCHE BANK AG\ | 173,768 | +22,164 | $3.2M | +$450.9K | 14.6% |
| GAMCO INVESTORS, INC. ET AL | 56,500 | +21,500 | $1.0M | +$406.0K | 61.4% |
| STRS OHIO | 26,900 | +21,800 | $495.8K | +$403.2K | 427.4% |
| BNP PARIBAS FINANCIAL MARKETS | 58,513 | +18,527 | $1.1M | +$352.6K | 46.3% |
| Legal & General Group Plc | 214,136 | +13,771 | $3.9M | +$309.9K | 6.9% |
| HighTower Advisors, LLC | 33,501 | +15,082 | $617.4K | +$283.1K | 81.9% |
| OSAIC HOLDINGS, INC. | 80,109 | +12,941 | $1.5M | +$257.7K | 19.3% |
| Creative Planning | 262,028 | +9,609 | $4.8M | +$247.8K | 3.8% |
| Verdence Capital Advisors LLC | 42,631 | +10,945 | $785.7K | +$239.7K | 34.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 102,902 | +11,493 | $1.9M | +$237.4K | 12.6% |
| JANUS HENDERSON GROUP PLC | 94,598 | +10,900 | $1.7M | +$223.4K | 13.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 70,771 | +10,700 | $1.3M | +$214.0K | 17.8% |
| GRIMES & COMPANY, INC. | 26,214 | +11,313 | $483.1K | +$212.7K | 75.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 81,687 | +10,194 | $1.5M | +$207.9K | 14.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 331,028 | +5,510 | $6.1M | +$192.7K | 1.7% |
| MOODY LYNN & LIEBERSON, LLC | 68,256 | +8,061 | $1.3M | +$165.4K | 13.4% |
| Quantinno Capital Management LP | 44,672 | +7,801 | $823.3K | +$154.1K | 21.1% |
| MetLife Investment Management, LLC | 123,615 | +5,831 | $2.3M | +$140.4K | 5.0% |
| ProShare Advisors LLC | 40,489 | +6,845 | $746.2K | +$135.6K | 20.3% |
| Farther Finance Advisors, LLC | 7,077 | +6,397 | $130.4K | +$118.1K | 940.7% |
| Mutual Advisors, LLC | 18,498 | +6,200 | $340.9K | +$115.1K | 50.4% |
| KLP KAPITALFORVALTNING AS | 46,238 | +5,400 | $852.2K | +$111.0K | 13.2% |
| Police & Firemen's Retirement System of New Jersey | 60,686 | +5,119 | $1.1M | +$109.9K | 9.2% |
| Balyasny Asset Management L.P. | 32,118 | +4,895 | $591.9K | +$97.8K | 18.0% |
| ROCKLAND TRUST CO | 43,443 | +4,713 | $800.7K | +$97.7K | 12.2% |
| BARRETT & COMPANY, INC. | 13,545 | +5,369 | $249.6K | +$97.2K | 65.7% |
| Sequoia Financial Advisors, LLC | 19,868 | +4,348 | $366.2K | +$84.5K | 28.0% |
| CAPTRUST FINANCIAL ADVISORS | 26,866 | +4,083 | $495.1K | +$81.6K | 17.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,645 | +3,238 | $1.4M | +$80.2K | 4.4% |
| Arizona State Retirement System | 59,729 | +3,429 | $1.1M | +$79.0K | 6.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 64,752 | +3,343 | $1.2M | +$78.8K | 5.4% |
| COMERICA BANK | 41,922 | +3,122 | $772.6K | +$68.4K | 8.0% |
| DRW Securities, LLC | 36,953 | +3,278 | $681.0K | +$67.3K | 9.7% |
| Marble Harbor Investment Counsel, LLC | 15,866 | +3,439 | $292.4K | +$66.9K | 27.7% |
| T. Rowe Price Investment Management, Inc. | 13,728,558 | +3,407,066 | $253.0K | +$65.7K | 33.0% |
| AE Wealth Management LLC | 16,555 | +3,277 | $305.1K | +$64.1K | 24.7% |
| Atria Investments, Inc | 35,876 | +2,926 | $661.2K | +$63.2K | 8.9% |
| VICTORY CAPITAL MANAGEMENT INC | 25,403 | +3,035 | $468.2K | +$62.2K | 13.6% |
| Mayflower Financial Advisors, LLC | 14,498 | +3,065 | $267.2K | +$59.7K | 26.8% |
| Pictet Asset Management Holding SA | 33,238 | +2,746 | $612.6K | +$59.1K | 9.0% |
| Gallagher Fiduciary Advisors, LLC | 35,945 | +2,541 | $662.5K | +$56.2K | 7.6% |
| Mariner, LLC | 62,528 | +2,106 | $1.2M | +$55.9K | 3.5% |
| Russell Investments Group, Ltd. | 87,840 | +1,347 | $1.6M | +$49.0K | 1.6% |
| XPONANCE, INC. | 17,512 | +2,069 | $322.7K | +$42.5K | 13.4% |
| MACKENZIE FINANCIAL CORP | 13,882 | +1,714 | $256.7K | +$35.9K | 14.1% |
| STIFEL FINANCIAL CORP | 44,197 | +1,228 | $814.6K | +$34.7K | 2.9% |
| Ameritas Investment Partners, Inc. | 17,991 | +1,553 | $331.6K | +$33.2K | 9.4% |
| US BANCORP \DE\ | 102,693 | +234 | $1.9M | +$33.0K | 0.2% |
| Allspring Global Investments Holdings, LLC | 17,330 | +1,514 | $321.3K | +$32.7K | 9.6% |
| DANSKE BANK A/S | 1,900 | +1,600 | $35.0K | +$29.6K | 533.3% |
| Ashton Thomas Private Wealth, LLC | 16,713 | +886 | $308.0K | +$20.8K | 5.6% |
| MAI Capital Management | 1,206 | +1,038 | $22.2K | +$19.2K | 617.9% |
| PFG Investments, LLC | 13,619 | +820 | $251.0K | +$18.7K | 6.4% |
| PNC Financial Services Group, Inc. | 27,812 | +584 | $512.6K | +$18.4K | 2.1% |
| M&T Bank Corp | 32,884 | +405 | $606.4K | +$16.5K | 1.2% |
| EverSource Wealth Advisors, LLC | 1,637 | +762 | $30.2K | +$14.3K | 87.1% |
| Ballentine Partners, LLC | 19,845 | +451 | $365.7K | +$13.7K | 2.3% |
| 1620 INVESTMENT ADVISORS, INC. | 7,092 | +543 | $130.7K | +$11.8K | 8.3% |
| Moors & Cabot, Inc. | 39,565 | +35 | $729.2K | +$11.7K | 0.1% |
| SIGNATUREFD, LLC | 5,318 | +487 | $98.0K | +$10.3K | 10.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 32,401 | +8 | $597.1K | +$9.2K | 0.0% |
| GAMMA Investing LLC | 1,286 | +468 | $23.7K | +$8.9K | 57.2% |
| KITCHING PARTNERS, LLC | 20,362 | +134 | $375.3K | +$8.1K | 0.7% |
| RAYMOND JAMES FINANCIAL INC | 12,995 | +215 | $239.5K | +$7.5K | 1.7% |
| PROFUND ADVISORS LLC | 10,387 | +248 | $191.4K | +$7.4K | 2.4% |
| NISA INVESTMENT ADVISORS, LLC | 2,040 | +368 | $37.6K | +$7.3K | 22.0% |
| JONES FINANCIAL COMPANIES LLLP | 415 | +320 | $7.7K | +$5.9K | 336.8% |
| BESSEMER GROUP INC | 262,393 | +262,178 | $4.8K | +$4.8K | 121943.3% |
| Versant Capital Management, Inc | 1,385 | +232 | $25.5K | +$4.6K | 20.1% |
| BANK OF MONTREAL /CAN/ | 10,675 | +7 | $196.7K | +$3.1K | 0.1% |
| PFS Partners, LLC | 2,059 | +107 | $37.9K | +$2.5K | 5.5% |
| ROTHSCHILD INVESTMENT LLC | 418 | +108 | $7.7K | +$2.1K | 34.8% |
| Root Financial Partners, LLC | 530 | +83 | $9.8K | +$1.7K | 18.6% |
| Parkside Financial Bank & Trust | 243 | +63 | $4.5K | +$1.2K | 35.0% |
| Sachetta, LLC | 2,634 | +17 | $48.5K | +$1.1K | 0.6% |
| JFS WEALTH ADVISORS, LLC | 90 | +51 | $1.7K | +$951 | 130.8% |
| Bare Financial Services, Inc | 192 | +26 | $3.5K | +$526 | 15.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 197,027 | +22,553 | $3.6K | +$465 | 12.9% |
| Handelsbanken Fonder AB | 68,600 | +21,900 | $1.3K | +$416 | 46.9% |
| SG Americas Securities, LLC | 65,595 | +10,747 | $1.2K | +$214 | 19.6% |
| CWM, LLC | 11,439 | +7,721 | $211 | +$144 | 207.7% |
| Rialto Wealth Management, LLC | 18 | +6 | $332 | +$114 | 50.0% |
| Bay Harbor Wealth Management, LLC | 10 | +2 | $184 | +$39 | 25.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,065 | +1,332 | $56 | +$25 | 76.9% |
| True Wealth Design, LLC | 3 | +1 | $56 | +$19 | 50.0% |
| AMALGAMATED BANK | 6,963 | +345 | $128 | +$8 | 5.2% |
Reduced(100)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BROWN ADVISORY INC | 2,580,615 | -1,323,907 | $47.6M | -$23.3M | -33.9% |
| FMR LLC | 17,608,092 | -1,403,302 | $324.5M | -$20.5M | -7.4% |
| FIRST TRUST ADVISORS LP | 125,744 | -1,020,804 | $2.3M | -$18.5M | -89.0% |
| PRUDENTIAL FINANCIAL INC | 13,662 | -422,855 | $251.8K | -$7.7M | -96.9% |
| MILLENNIUM MANAGEMENT LLC | 1,123,890 | -397,752 | $20.7M | -$6.9M | -26.1% |
| Royal Bank of Canada | 115,957 | -428,257 | $2.1M | -$6.4M | -78.7% |
| BARCLAYS PLC | 495,165 | -208,721 | $7.6M | -$5.2M | -29.6% |
| Man Group plc | 319,186 | -200,274 | $5.9M | -$3.5M | -38.5% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,893,928 | -194,350 | $34.9M | -$3.0M | -9.3% |
| NORGES BANK | 1,820,287 | -100,334 | $33.5M | +$2.1M | -5.2% |
| Bank of New York Mellon Corp | 1,129,098 | -126,705 | $20.8M | -$2.0M | -10.1% |
| Voya Investment Management LLC | 210,938 | -96,166 | $3.9M | -$1.7M | -31.3% |
| NORTHSTAR ASSET MANAGEMENT INC | 330,762 | -85,807 | $6.1M | -$1.5M | -20.6% |
| EASTERN BANK | 1,450,526 | -97,380 | $26.7M | -$1.4M | -6.3% |
| JPMORGAN CHASE & CO | 1,314,956 | -78,967 | $24.2M | -$1.1M | -5.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,017,900 | -72,496 | $37.2M | -$750.8K | -3.5% |
| FJ Capital Management LLC | 926,841 | -49,501 | $17.1M | -$638.9K | -5.1% |
| ENDEAVOUR CAPITAL ADVISORS INC | 377,776 | -39,280 | $7.0M | -$607.2K | -9.4% |
| Quantum Portfolio Management LLC | 51,169 | -30,766 | $943.0K | -$544.1K | -37.5% |
| Invesco Ltd. | 394,570 | -30,610 | $7.3M | -$445.1K | -7.2% |
| AlphaQuest LLC | 1 | -24,127 | $18 | -$437.9K | -100.0% |
| Ensign Peak Advisors, Inc | 15,901 | -24,100 | $293.1K | -$433.0K | -60.2% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2,961,743 | -25,820 | $54.6M | +$360.7K | -0.9% |
| HENNESSY ADVISORS INC | 113,000 | -17,000 | $2.1M | -$276.9K | -13.1% |
| Cetera Investment Advisers | 12,961 | -11,777 | $238.9K | -$210.1K | -47.6% |
| WHALEROCK POINT PARTNERS, LLC | 16,247 | -10,000 | $299.4K | -$177.0K | -38.1% |
| State of New Jersey Common Pension Fund D | 124,029 | -10,171 | $2.3M | -$149.9K | -7.6% |
| SENTINEL PENSION ADVISORS, LLC | 167,868 | -10,093 | $3.1M | -$136.2K | -5.7% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,902,771 | -23,458 | $35.1M | +$107.0K | -1.2% |
| Savant Capital, LLC | 25,857 | -6,188 | $476.6K | -$105.1K | -19.3% |
| RAFFLES ASSOCIATES LP | 359,788 | 0 | $6.6M | +$100.7K | 0.0% |
| AMERIPRISE FINANCIAL INC | 162,367 | -7,993 | $3.0M | -$99.6K | -4.7% |
| Verition Fund Management LLC | 88,218 | -6,522 | $1.6M | -$93.7K | -6.9% |
| BANK OF AMERICA CORP /DE/ | 646,737 | -4,961 | $11.9M | +$91.0K | -0.8% |
| Anderson Financial Strategies, LLC | 82,987 | -5,866 | $1.5M | -$83.2K | -6.6% |
| Tower Research Capital LLC (TRC) | 6,872 | -4,603 | $126.7K | -$81.6K | -40.1% |
| Brandywine Global Investment Management, LLC | 186,802 | -6,664 | $3.4M | -$68.6K | -3.4% |
| Essex Financial Services, Inc. | 59,571 | -4,491 | $1.1M | -$64.8K | -7.0% |
| NORTHEAST INVESTMENT MANAGEMENT | 92,488 | -4,443 | $1.7M | -$54.7K | -4.6% |
| CALDWELL SUTTER CAPITAL, INC. | 8,232 | -2,668 | $151.7K | -$46.1K | -24.5% |
| HOWLAND CAPITAL MANAGEMENT LLC | 32,270 | -3,000 | $594.7K | -$45.4K | -8.5% |
| TWO SIGMA ADVISERS, LP | 18,700 | -2,700 | $344.6K | -$43.8K | -12.6% |
| Orion Porfolio Solutions, LLC | 10,409 | -2,163 | $191.8K | -$36.4K | -17.2% |
| SeaCrest Wealth Management, LLC | 46,000 | 0 | $891.5K | +$33.6K | 0.0% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 490 | -1,610 | $9.9K | -$28.6K | -76.7% |
| Arax Advisory Partners | 1,031 | -1,368 | $19.0K | -$24.5K | -57.0% |
| First Pacific Advisors, LP | 85,883 | 0 | $1.6M | +$24.0K | 0.0% |
| Beaumont Financial Advisors, LLC | 92,605 | -2,622 | $1.7M | -$21.7K | -2.8% |
| FEDERATED HERMES, INC. | 1,673 | -1,029 | $30.8K | -$18.2K | -38.1% |
| RHUMBLINE ADVISERS | 286,977 | -3,714 | $5.3M | +$12.9K | -1.3% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 44,260 | 0 | $815.7K | +$12.4K | 0.0% |
| WHITTIER TRUST CO | 10,000 | 0 | $194.1K | +$11.8K | 0.0% |
| Sterling Capital Management LLC | 12,884 | -739 | $237.5K | -$9.8K | -5.4% |
| LYNCH & ASSOCIATES/IN | 35,000 | 0 | $645.0K | +$9.8K | 0.0% |
| Vanguard Personalized Indexing Management, LLC | 12,108 | -678 | $223.2K | -$8.9K | -5.3% |
| LITTLE HOUSE CAPITAL LLC | 29,526 | 0 | $544.2K | +$8.3K | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 28,624 | 0 | $527.5K | +$8.0K | 0.0% |
| SHEETS SMITH WEALTH MANAGEMENT | 22,907 | 0 | $422.2K | +$6.4K | 0.0% |
| Crestwood Advisors Group, LLC | 33,164 | -241 | $611.2K | +$4.9K | -0.7% |
| Kingsview Wealth Management, LLC | 15,611 | 0 | $287.7K | +$4.4K | 0.0% |
| Fiduciary Trust Co | 14,868 | 0 | $274.0K | +$4.2K | 0.0% |
| SOMERVILLE KURT F | 14,248 | 0 | $262.6K | +$4.0K | 0.0% |
| Single Point Partners, LLC | 13,845 | 0 | $255.2K | +$3.9K | 0.0% |
| Tortoise Investment Management, LLC | 12,478 | 0 | $230.0K | +$3.5K | 0.0% |
| Quarry LP | 220 | -188 | $4.1K | -$3.4K | -46.1% |
| Ledyard National Bank | 11,398 | 0 | $210.1K | +$3.2K | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 10,985 | 0 | $202.5K | +$3.1K | 0.0% |
| Optiver Holding B.V. | 989 | -180 | $18.2K | -$3.0K | -15.4% |
| Choate Investment Advisors | 10,580 | 0 | $195.0K | +$3.0K | 0.0% |
| Roundview Capital LLC | 10,326 | 0 | $190.3K | +$2.9K | 0.0% |
| FineMark National Bank & Trust | 10,000 | 0 | $184.3K | +$2.8K | 0.0% |
| Mascoma Wealth Management LLC | 9,912 | 0 | $182.7K | +$2.8K | 0.0% |
| Steward Partners Investment Advisory, LLC | 69,676 | -954 | $1.3M | +$2.2K | -1.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 953 | -127 | $17.6K | -$2.0K | -11.8% |
| Knott David M Jr | 5,000 | 0 | $92.2K | +$1.4K | 0.0% |
| LPL Financial LLC | 34,839 | -595 | $642.1K | -$1.0K | -1.7% |
| Janney Montgomery Scott LLC | 26,539 | -48,351 | $489 | -$870 | -64.6% |
| TRUST CO OF VERMONT | 2,478 | 0 | $45.7K | +$694 | 0.0% |
| Parallel Advisors, LLC | 2,433 | -1 | $44.8K | +$664 | -0.0% |
| Corsicana & Co. | 2,000 | 0 | $36.9K | +$560 | 0.0% |
| CIBC Private Wealth Group LLC | 1,983 | 0 | $36.5K | +$555 | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 1,800 | 0 | $33.2K | +$504 | 0.0% |
| ASSETMARK, INC | 1,959 | -12 | $36.1K | +$330 | -0.6% |
| Coastline Trust Co | 1,000 | 0 | $18.4K | +$280 | 0.0% |
| Smartleaf Asset Management LLC | 747 | 0 | $13.8K | +$277 | 0.0% |
| Westside Investment Management, Inc. | 952 | 0 | $17.6K | +$276 | 0.0% |
| Clean Yield Group | 900 | 0 | $16.6K | +$252 | 0.0% |
| Fortitude Family Office, LLC | 38 | -9 | $700 | -$153 | -19.1% |
| American Capital Advisory, LLC | 200 | 0 | $3.7K | +$56 | 0.0% |
| DiNuzzo Private Wealth, Inc. | 31 | 0 | $572 | +$41 | 0.0% |
| Global Retirement Partners, LLC | 123 | 0 | $2.3K | +$35 | 0.0% |
| Private Wealth Management Group, LLC | 94 | 0 | $1.7K | +$26 | 0.0% |
| FINANCIAL CONSULATE, INC | 29 | 0 | $535 | +$8 | 0.0% |
| SJS Investment Consulting Inc. | 20 | 0 | $369 | +$6 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18,789 | 0 | $346 | +$5 | 0.0% |
| BOSTON FAMILY OFFICE LLC | 26,776 | -605 | $493 | -$4 | -2.2% |
| HFM Investment Advisors, LLC | 12 | 0 | $222 | +$4 | 0.0% |
| Covestor Ltd | 10 | -1 | $0 | $0 | -9.1% |
| Capital Advisors, Ltd. LLC | 112 | 0 | $2 | $0 | 0.0% |
| HARBOR CAPITAL ADVISORS, INC. | 256 | -4 | $5 | $0 | -1.5% |