13F QoQ Ownership Changes
HBCYF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 107 new · 270 added · 235 reduced · 47 exited
New Positions(107)
Added To(270)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 17,800,748 | +402,288 | $1.40B | +$165.4M | 2.3% |
| MORGAN STANLEY | 7,483,883 | +993,473 | $588.8M | +$128.1M | 15.3% |
| Clearbridge Investments, LLC | 1,443,716 | +627,857 | $113.6M | +$55.7M | 77.0% |
| Connor, Clark & Lunn Investment Management Ltd. | 715,725 | +613,066 | $56.3M | +$49.0M | 597.2% |
| MILLENNIUM MANAGEMENT LLC | 604,094 | +395,853 | $47.5M | +$32.7M | 190.1% |
| BANK OF AMERICA CORP /DE/ | 2,261,682 | +193,890 | $177.9M | +$31.2M | 9.4% |
| AMERICAN CENTURY COMPANIES INC | 1,440,244 | +128,424 | $113.3M | +$20.2M | 9.8% |
| Parallax Volatility Advisers, L.P. | 402,270 | +212,562 | $31.6M | +$18.2M | 112.0% |
| BARCLAYS PLC | 566,428 | +317,543 | $34.4M | +$16.8M | 127.6% |
| BAROMETER CAPITAL MANAGEMENT INC. | 41,574 | +27,094 | $13.3M | +$12.3M | 187.1% |
| Qube Research & Technologies Ltd | 361,303 | +133,379 | $28.4M | +$12.2M | 58.5% |
| ENVESTNET ASSET MANAGEMENT INC | 348,992 | +126,076 | $27.5M | +$11.6M | 56.5% |
| RAYMOND JAMES FINANCIAL INC | 555,713 | +100,625 | $43.7M | +$11.4M | 22.1% |
| ABC ARBITRAGE SA | 360,332 | +116,163 | $28.3M | +$11.0M | 47.6% |
| Foresight Global Investors, Inc. | 293,355 | +112,880 | $23.1M | +$10.3M | 62.5% |
| WELLS FARGO & COMPANY/MN | 470,511 | +79,382 | $37.0M | +$9.3M | 20.3% |
| Twin Tree Management, LP | 133,700 | +111,100 | $10.5M | +$8.9M | 491.6% |
| UBS Group AG | 632,332 | +55,718 | $49.7M | +$8.8M | 9.7% |
| Quantinno Capital Management LP | 435,064 | +72,706 | $34.2M | +$8.5M | 20.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 485,468 | +65,241 | $38.2M | +$8.4M | 15.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 590,663 | +52,425 | $46.5M | +$8.3M | 9.7% |
| BNP PARIBAS FINANCIAL MARKETS | 135,201 | +31,992 | $22.0M | -$6.6M | 31.0% |
| PEAK6 LLC | 170,800 | +70,000 | $13.4M | +$6.3M | 69.4% |
| LPL Financial LLC | 384,037 | +43,986 | $30.2M | +$6.1M | 12.9% |
| TUDOR INVESTMENT CORP ET AL | 208,200 | +57,200 | $16.4M | +$5.7M | 37.9% |
| AQR CAPITAL MANAGEMENT LLC | 295,056 | +45,816 | $23.2M | +$5.5M | 18.4% |
| JPMORGAN CHASE & CO | 354,049 | +36,537 | $27.9M | +$5.3M | 11.5% |
| Walleye Trading LLC | 317,900 | +34,700 | $25.0M | +$4.9M | 12.3% |
| Walleye Capital LLC | 144,449 | +49,449 | $11.4M | +$4.6M | 52.0% |
| TWO SIGMA ADVISERS, LP | 143,600 | +39,500 | $11.3M | +$3.9M | 37.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 85,771 | +30,342 | $6.7M | +$2.8M | 54.7% |
| Creative Planning | 318,178 | +3,794 | $25.0M | +$2.7M | 1.2% |
| RITHOLTZ WEALTH MANAGEMENT | 160,760 | +20,406 | $12.6M | +$2.7M | 14.5% |
| DRW Securities, LLC | 36,897 | +33,800 | $2.9M | +$2.7M | 1091.4% |
| WCG Wealth Advisors LLC | 53,701 | +29,229 | $4.2M | +$2.5M | 119.4% |
| Jain Global LLC | 47,796 | +28,475 | $3.8M | +$2.4M | 147.4% |
| US BANCORP \DE\ | 165,949 | +14,953 | $13.1M | +$2.3M | 9.9% |
| 1832 Asset Management L.P. | 298,350 | +350 | $23.5M | +$2.3M | 0.1% |
| Orion Porfolio Solutions, LLC | 98,928 | +20,990 | $7.8M | +$2.3M | 26.9% |
| Callan Family Office, LLC | 78,458 | +22,121 | $6.2M | +$2.2M | 39.3% |
| HighTower Advisors, LLC | 266,449 | +805 | $21.0M | +$2.1M | 0.3% |
| FRANKLIN RESOURCES INC | 260,902 | +218 | $20.5M | +$2.0M | 0.1% |
| AMERIPRISE FINANCIAL INC | 124,815 | +14,505 | $9.8M | +$2.0M | 13.1% |
| Mariner, LLC | 205,187 | +5,808 | $16.1M | +$2.0M | 2.9% |
| Schonfeld Strategic Advisors LLC | 49,430 | +22,680 | $3.9M | +$2.0M | 84.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 203,756 | +5,830 | $16.0M | +$2.0M | 2.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,577 | +287 | $1.9M | +$1.9M | 1.2% |
| MML INVESTORS SERVICES, LLC | 123,369 | +13,443 | $9.7M | +$1.9M | 12.2% |
| Vise Technologies, Inc. | 58,865 | +19,928 | $4.6M | +$1.9M | 51.2% |
| ASSETMARK, INC | 47,456 | +20,281 | $3.7M | +$1.8M | 74.6% |
| Cerity Partners LLC | 120,252 | +12,212 | $9.5M | +$1.8M | 11.3% |
| RBF Capital, LLC | 40,000 | +20,000 | $3.1M | +$1.7M | 100.0% |
| Russell Investments Group, Ltd. | 76,925 | +14,300 | $6.1M | +$1.6M | 22.8% |
| RHUMBLINE ADVISERS | 51,042 | +17,090 | $4.0M | +$1.6M | 50.3% |
| Pathstone Holdings, LLC | 166,928 | +3,942 | $13.1M | +$1.6M | 2.4% |
| Prospera Financial Services Inc | 51,238 | +14,933 | $4.0M | +$1.5M | 41.1% |
| Ethic Inc. | 154,598 | +3,528 | $12.2M | +$1.4M | 2.3% |
| Farringdon Capital, Ltd. | 41,273 | +15,781 | $3.2M | +$1.4M | 61.9% |
| Vanguard Personalized Indexing Management, LLC | 130,851 | +6,016 | $10.3M | +$1.4M | 4.8% |
| SEI INVESTMENTS CO | 137,776 | +4,525 | $10.8M | +$1.4M | 3.4% |
| STIFEL FINANCIAL CORP | 122,012 | +5,644 | $9.6M | +$1.3M | 4.8% |
| Caprock Group, LLC | 65,429 | +5,860 | $5.1M | +$1.3M | 9.8% |
| NATIONAL BANK OF CANADA /FI/ | 115,628 | +4,624 | $9.1M | +$1.2M | 4.2% |
| Global Retirement Partners, LLC | 23,814 | +14,161 | $1.9M | +$1.2M | 146.7% |
| NEUBERGER BERMAN GROUP LLC | 62,846 | +9,595 | $4.9M | +$1.2M | 18.0% |
| Engineers Gate Manager LP | 26,834 | +13,369 | $2.1M | +$1.2M | 99.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 74,378 | +8,100 | $5.9M | +$1.1M | 12.2% |
| NewEdge Wealth, LLC | 63,864 | +9,009 | $5.0M | +$1.1M | 16.4% |
| May Hill Capital, LLC | 23,424 | +12,047 | $1.8M | +$1.0M | 105.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37,777 | +8,444 | $3.1M | +$1.0M | 28.8% |
| Compound Planning, Inc. | 74,634 | +6,099 | $5.9M | +$1.0M | 8.9% |
| Cetera Investment Advisers | 69,501 | +5,727 | $5.5M | +$940.9K | 9.0% |
| M&T Bank Corp | 120,296 | +57 | $9.5M | +$930.1K | 0.0% |
| Abel Hall, LLC | 22,336 | +10,470 | $1.8M | +$914.9K | 88.2% |
| Marks Group Wealth Management, Inc | 18,739 | +10,001 | $1.5M | +$854.0K | 114.5% |
| Allspring Global Investments Holdings, LLC | 29,525 | +7,410 | $2.4M | +$850.2K | 33.5% |
| TRUIST FINANCIAL CORP | 87,472 | +2,482 | $6.9M | +$848.8K | 2.9% |
| Foundations Investment Advisors, LLC | 17,241 | +10,033 | $1.4M | +$844.7K | 139.2% |
| Focus Partners Wealth | 26,312 | +9,015 | $2.1M | +$842.2K | 52.1% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 21,187 | +9,254 | $1.7M | +$819.8K | 77.5% |
| Gradient Investments LLC | 27,558 | +8,245 | $2.2M | +$797.2K | 42.7% |
| Aaron Wealth Advisors LLC | 32,564 | +7,117 | $2.6M | +$755.6K | 28.0% |
| CIBC WORLD MARKET INC. | 50,587 | +4,830 | $4.0M | +$731.8K | 10.6% |
| Farther Finance Advisors, LLC | 19,656 | +7,892 | $1.5M | +$711.3K | 67.1% |
| TD Waterhouse Canada Inc. | 83,647 | +749 | $6.6M | +$665.7K | 0.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 16,662 | +7,282 | $1.3M | +$645.0K | 77.6% |
| IEQ CAPITAL, LLC | 49,676 | +3,698 | $3.9M | +$644.4K | 8.0% |
| Smartleaf Asset Management LLC | 26,110 | +5,370 | $2.1M | +$608.4K | 25.9% |
| Jackson Wealth Management, LLC | 52,890 | +2,702 | $4.2M | +$599.0K | 5.4% |
| Sowell Financial Services LLC | 31,609 | +4,899 | $2.5M | +$590.8K | 18.3% |
| Atria Investments, Inc | 22,923 | +5,702 | $1.8M | +$581.0K | 33.1% |
| New Republic Capital, LLC | 11,336 | +6,627 | $891.8K | +$557.6K | 140.7% |
| NewEdge Advisors, LLC | 30,907 | +4,324 | $2.4M | +$544.6K | 16.3% |
| World Investment Advisors | 11,302 | +6,744 | $846.4K | +$522.8K | 147.9% |
| PNC Financial Services Group, Inc. | 61,589 | +485 | $4.8M | +$508.0K | 0.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12,030 | +5,793 | $946.4K | +$503.7K | 92.9% |
| Sequoia Financial Advisors, LLC | 61,723 | +294 | $4.9M | +$495.5K | 0.5% |
| Perigon Wealth Management, LLC | 10,141 | +5,659 | $797.8K | +$479.6K | 126.3% |
| Old Port Advisors | 59,553 | +292 | $4.7M | +$478.7K | 0.5% |
| DAVENPORT & Co LLC | 40,407 | +2,057 | $3.2M | +$456.8K | 5.4% |
| &PARTNERS | 31,217 | +3,120 | $2.5M | +$455.4K | 11.1% |
| Wealthspire Advisors, LLC | 6,302 | +5,646 | $495.8K | +$449.2K | 860.7% |
| MGO ONE SEVEN LLC | 32,437 | +2,734 | $2.6M | +$443.5K | 9.2% |
| CHOREO, LLC | 26,312 | +3,012 | $2.1M | +$432.2K | 12.9% |
| Waverly Advisors, LLC | 8,209 | +5,181 | $645.8K | +$430.9K | 171.1% |
| PZENA INVESTMENT MANAGEMENT LLC | 22,906 | +3,558 | $1.8M | +$428.7K | 18.4% |
| GeoWealth Management, LLC | 13,588 | +4,524 | $1.1M | +$425.6K | 49.9% |
| Prime Capital Investment Advisors, LLC | 39,884 | +1,412 | $3.1M | +$407.0K | 3.7% |
| GC Wealth Management RIA, LLC | 12,390 | +4,375 | $974.7K | +$405.8K | 54.6% |
| Sivia Capital Partners, LLC | 15,744 | +3,809 | $1.2M | +$391.4K | 31.9% |
| Independent Advisor Alliance | 11,603 | +3,973 | $912.8K | +$371.2K | 52.1% |
| Monument Capital Management | 7,520 | +4,397 | $591.6K | +$369.9K | 140.8% |
| GROUP ONE TRADING LLC | 8,631 | +4,253 | $679.0K | +$368.3K | 97.1% |
| DELTA FINANCIAL ADVISORS LLC | 11,534 | +3,684 | $907.4K | +$350.2K | 46.9% |
| Henry James International Management Inc. | 14,714 | +3,231 | $1.2M | +$342.5K | 28.1% |
| Envestnet Portfolio Solutions, Inc. | 13,022 | +3,409 | $1.0M | +$342.2K | 35.5% |
| Dorsey & Whitney Trust CO LLC | 24,335 | +2,072 | $1.9M | +$334.2K | 9.3% |
| Fiera Capital Corp | 10,984 | +3,507 | $864.1K | +$333.4K | 46.9% |
| EXENCIAL WEALTH ADVISORS, LLC | 28,906 | +1,523 | $2.3M | +$330.4K | 5.6% |
| SCOTIA CAPITAL INC. | 33,913 | +796 | $2.7M | +$317.2K | 2.4% |
| CIBC Asset Management Inc | 37,529 | +773 | $2.9M | +$308.8K | 2.1% |
| Portside Wealth Group, LLC | 7,741 | +3,466 | $609.0K | +$305.5K | 81.1% |
| Invesco Ltd. | 10,214 | +3,131 | $803.6K | +$300.8K | 44.2% |
| TRUST POINT INC. | 10,636 | +3,018 | $836.7K | +$296.0K | 39.6% |
| SYON CAPITAL LLC | 29,144 | +959 | $2.3M | +$292.2K | 3.4% |
| Ballentine Partners, LLC | 25,135 | +1,187 | $2.0M | +$277.5K | 5.0% |
| Dynasty Wealth Management, LLC | 23,254 | +1,229 | $1.8M | +$266.1K | 5.6% |
| Squarepoint Ops LLC | 33,600 | +100 | $2.6M | +$265.5K | 0.3% |
| Gryphon Financial Partners LLC | 10,171 | +2,624 | $800.2K | +$264.5K | 34.8% |
| SAGESPRING WEALTH PARTNERS, LLC | 23,100 | +1,170 | $1.8M | +$260.7K | 5.3% |
| WEALTH ALLIANCE, LLC | 6,572 | +2,737 | $517.0K | +$244.8K | 71.4% |
| Concurrent Investment Advisors, LLC | 7,718 | +2,524 | $607.2K | +$238.6K | 48.6% |
| Aprio Wealth Management, LLC | 19,795 | +1,199 | $1.6M | +$237.3K | 6.4% |
| Horizon Investments, LLC | 18,948 | +1,019 | $1.5M | +$226.8K | 5.7% |
| Kathmere Capital Management, LLC | 21,695 | +817 | $1.7M | +$224.8K | 3.9% |
| FOUNDERS FINANCIAL SECURITIES LLC | 18,994 | +992 | $1.5M | +$216.5K | 5.5% |
| Versant Capital Management, Inc | 15,188 | +1,382 | $1.2M | +$214.9K | 10.0% |
| Checchi Capital Advisers, LLC | 26,554 | +144 | $2.1M | +$214.4K | 0.5% |
| Brucke Financial, Inc. | 9,957 | +1,776 | $783.3K | +$210.1K | 21.7% |
| Steward Partners Investment Advisory, LLC | 13,167 | +1,516 | $1.0M | +$208.9K | 13.0% |
| Carter Financial Group, INC. | 6,283 | +2,186 | $494.3K | +$203.5K | 53.4% |
| GAMMA Investing LLC | 13,928 | +1,348 | $1.1M | +$202.8K | 10.7% |
| Merit Financial Group, LLC | 15,783 | +1,093 | $1.2M | +$199.0K | 7.4% |
| JONES FINANCIAL COMPANIES LLLP | 9,858 | +1,549 | $775.5K | +$195.3K | 18.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 23,409 | +191 | $1.8M | +$193.6K | 0.8% |
| Manchester Capital Management LLC | 4,092 | +2,254 | $321.9K | +$191.5K | 122.6% |
| DRIVE WEALTH MANAGEMENT, LLC | 9,315 | +1,575 | $732.8K | +$183.4K | 20.3% |
| GWN SECURITIES INC. | 7,366 | +1,806 | $579.5K | +$182.6K | 32.5% |
| Mesirow Financial Investment Management, Inc. | 8,683 | +1,593 | $683.1K | +$179.9K | 22.5% |
| HB Wealth Management, LLC | 12,357 | +1,168 | $972.2K | +$178.0K | 10.4% |
| GUGGENHEIM CAPITAL LLC | 16,207 | +738 | $1.3M | +$177.0K | 4.8% |
| Ted Buchan & Co | 22,239 | +78 | $1.7M | +$176.6K | 0.3% |
| Venturi Wealth Management, LLC | 5,366 | +1,890 | $422.1K | +$175.4K | 54.4% |
| NORDEN GROUP LLC | 4,744 | +1,870 | $373.2K | +$169.2K | 65.1% |
| PROFUND ADVISORS LLC | 16,860 | +521 | $1.3M | +$166.6K | 3.2% |
| EverSource Wealth Advisors, LLC | 9,356 | +1,260 | $736.1K | +$161.5K | 15.6% |
| PDS Planning, Inc | 16,623 | +396 | $1.3M | +$155.9K | 2.4% |
| D.A. DAVIDSON & CO. | 19,439 | +85 | $1.5M | +$155.6K | 0.4% |
| Ellevest, Inc. | 18,219 | +131 | $1.4M | +$149.4K | 0.7% |
| Cornerstone Select Advisors, LLC | 12,608 | +724 | $991.9K | +$148.3K | 6.1% |
| PRINCIPAL SECURITIES, INC. | 6,443 | +1,335 | $506.9K | +$144.3K | 26.1% |
| Frank, Rimerman Advisors LLC | 16,405 | +245 | $1.3M | +$143.5K | 1.5% |
| TD PRIVATE CLIENT WEALTH LLC | 3,082 | +1,641 | $242.5K | +$140.2K | 113.9% |
| HighPoint Advisor Group LLC | 14,665 | +329 | $1.2M | +$136.1K | 2.3% |
| Icon Wealth Advisors, LLC | 3,455 | +1,539 | $271.8K | +$135.8K | 80.3% |
| Linden Thomas Advisory Services, LLC | 11,331 | +599 | $891.4K | +$129.7K | 5.6% |
| Legacy Capital Group California, Inc. | 12,384 | +463 | $974.2K | +$128.1K | 3.9% |
| OneDigital Investment Advisors LLC | 6,702 | +1,062 | $527.2K | +$126.9K | 18.8% |
| Advisory Services Network, LLC | 7,033 | +1,016 | $553.3K | +$126.2K | 16.9% |
| Parallel Advisors, LLC | 13,706 | +179 | $1.1M | +$118.1K | 1.3% |
| Ascent Group, LLC | 12,356 | +324 | $972.1K | +$118.0K | 2.7% |
| BROWN BROTHERS HARRIMAN & CO | 1,625 | +1,428 | $127.8K | +$113.9K | 724.9% |
| AE Wealth Management LLC | 8,227 | +696 | $647.2K | +$112.6K | 9.2% |
| Everstar Asset Management, LLC | 13,426 | +96 | $1.1M | +$110.1K | 0.7% |
| Modern Wealth Management, LLC | 4,253 | +1,072 | $334.6K | +$108.8K | 33.7% |
| HUB Investment Partners, LLC | 4,213 | +1,066 | $331.4K | +$108.1K | 33.9% |
| Wedmont Private Capital | 8,262 | +397 | $663.1K | +$107.0K | 5.0% |
| Private Advisor Group, LLC | 13,324 | +54 | $1.0M | +$106.3K | 0.4% |
| a16z Perennial Management, L.P. | 6,810 | +758 | $535.7K | +$106.2K | 12.5% |
| Kestra Advisory Services, LLC | 6,633 | +742 | $521.8K | +$103.7K | 12.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12,544 | +83 | $986.9K | +$102.3K | 0.7% |
| SeaBridge Investment Advisors LLC | 9,514 | +376 | $748.5K | +$99.9K | 4.1% |
| Bridgewater Advisors Inc. | 8,238 | +52 | $685.2K | +$95.7K | 0.6% |
| Purkiss Capital Advisors LLC | 6,317 | +614 | $497.0K | +$92.2K | 10.8% |
| Valeo Financial Advisors, LLC | 11,106 | +74 | $873.7K | +$90.7K | 0.7% |
| CoreCap Advisors, LLC | 1,534 | +1,104 | $120.7K | +$90.2K | 256.7% |
| Pinnacle Wealth Planning Services, Inc. | 10,268 | +153 | $807.7K | +$89.8K | 1.5% |
| Pure Financial Advisors, LLC | 3,815 | +843 | $300.1K | +$89.2K | 28.4% |
| EVOKE WEALTH, LLC | 3,777 | +843 | $297.1K | +$88.8K | 28.7% |
| AlTi Global, Inc. | 4,798 | +729 | $377.5K | +$88.6K | 17.9% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 5,621 | +633 | $442.2K | +$88.2K | 12.7% |
| Westover Capital Advisors, LLC | 9,193 | +246 | $723.2K | +$88.2K | 2.7% |
| Ashton Thomas Private Wealth, LLC | 4,270 | +740 | $335.9K | +$85.4K | 21.0% |
| EARNED WEALTH ADVISORS, LLC | 7,177 | +419 | $564.6K | +$84.9K | 6.2% |
| Main Street Research LLC | 7,696 | +338 | $605.4K | +$83.2K | 4.6% |
| EWA, LLC | 4,551 | +643 | $358.0K | +$80.7K | 16.4% |
| Gallacher Capital Management LLC | 10,090 | +40 | $793.8K | +$80.4K | 0.4% |
| Texas Yale Capital Corp. | 3,900 | +700 | $306.8K | +$79.7K | 21.9% |
| Traveka Wealth, LLC | 10,110 | +5 | $795.4K | +$78.1K | 0.0% |
| Sonoma Private Wealth LLC | 5,986 | +445 | $470.9K | +$77.6K | 8.0% |
| Caitong International Asset Management Co., Ltd | 1,148 | +957 | $90.3K | +$76.8K | 501.0% |
| Hilltop Holdings Inc. | 4,848 | +555 | $381.4K | +$76.6K | 12.9% |
| Optas, LLC | 9,425 | +19 | $741.5K | +$73.8K | 0.2% |
| BENJAMIN EDWARDS INC | 5,463 | +385 | $429.7K | +$69.3K | 7.6% |
| XPONANCE, INC. | 4,215 | +429 | $331.6K | +$62.9K | 11.3% |
| Net Worth Advisory Group | 6,466 | +146 | $508.7K | +$60.1K | 2.3% |
| FOX RUN MANAGEMENT, L.L.C. | 7,302 | +28 | $574.4K | +$58.1K | 0.4% |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,961 | +243 | $390.3K | +$55.4K | 5.2% |
| Florida Trust Wealth Management Co | 5,232 | +208 | $411.6K | +$55.0K | 4.1% |
| HUNTINGTON NATIONAL BANK | 1,846 | +556 | $145.2K | +$53.7K | 43.1% |
| Diversified Trust Co | 3,379 | +381 | $265.8K | +$53.0K | 12.7% |
| Sound Income Strategies, LLC | 696 | +612 | $57.5K | +$51.8K | 728.6% |
| Aptus Capital Advisors, LLC | 3,286 | +350 | $258.5K | +$50.1K | 11.9% |
| Nilsine Partners, LLC | 4,338 | +219 | $341.3K | +$48.9K | 5.3% |
| ACORN CREEK CAPITAL LLC | 5,762 | +62 | $453.3K | +$48.7K | 1.1% |
| FIRST CITIZENS BANK & TRUST CO | 3,960 | +229 | $311.5K | +$46.7K | 6.1% |
| Foster Group, Inc. | 4,776 | +108 | $375.7K | +$44.4K | 2.3% |
| SYM FINANCIAL Corp | 5,542 | +23 | $436.0K | +$44.3K | 0.4% |
| Golden State Equity Partners | 4,858 | +59 | $382.2K | +$41.5K | 1.2% |
| Canopy Partners, LLC | 4,809 | +49 | $378.3K | +$40.5K | 1.0% |
| Resonant Capital Advisors, LLC | 4,195 | +114 | $330.0K | +$40.4K | 2.8% |
| CERTUITY, LLC | 4,496 | +39 | $353.7K | +$37.3K | 0.9% |
| Sage Mountain Advisors LLC | 4,711 | +10 | $370.6K | +$36.9K | 0.2% |
| Parkside Financial Bank & Trust | 1,156 | +391 | $90.9K | +$36.6K | 51.1% |
| NISA INVESTMENT ADVISORS, LLC | 2,166 | +271 | $170.4K | +$35.9K | 14.3% |
| JCIC Asset Management Inc. | 2,527 | +185 | $198.8K | +$32.6K | 7.9% |
| Tower Wealth Partners, Inc. | 3,689 | +56 | $290.2K | +$32.3K | 1.5% |
| Samalin Investment Counsel, LLC | 3,899 | +24 | $306.7K | +$31.7K | 0.6% |
| D'Orazio & Associates, Inc. | 3,964 | +10 | $311.8K | +$31.2K | 0.3% |
| Federation des caisses Desjardins du Quebec | 2,658 | +133 | $209.1K | +$29.9K | 5.3% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 575 | +321 | $45.2K | +$27.2K | 126.4% |
| Root Financial Partners, LLC | 896 | +286 | $70.5K | +$27.2K | 46.9% |
| UMB Bank, n.a. | 1,588 | +169 | $124.9K | +$24.2K | 11.9% |
| Salomon & Ludwin, LLC | 1,418 | +158 | $115.1K | +$24.1K | 12.5% |
| PRIVATE TRUST CO NA | 1,171 | +183 | $92.1K | +$22.0K | 18.5% |
| Addison Advisors LLC | 2,642 | +13 | $207.8K | +$21.2K | 0.5% |
| Lido Advisors, LLC | 8,326 | +36 | $609.2K | +$20.7K | 0.4% |
| Transamerica Financial Advisors, LLC | 329 | +244 | $25.9K | +$19.9K | 287.1% |
| Bell Investment Advisors, Inc | 383 | +221 | $30.1K | +$18.6K | 136.4% |
| Larson Financial Group LLC | 752 | +161 | $59.2K | +$17.2K | 27.2% |
| Cornerstone Planning Group LLC | 498 | +117 | $43.3K | +$16.5K | 30.7% |
| AdvisorNet Financial, Inc | 1,139 | +103 | $89.6K | +$16.1K | 9.9% |
| ROTHSCHILD INVESTMENT LLC | 1,615 | +21 | $127.0K | +$13.9K | 1.3% |
| SG Americas Securities, LLC | 145,262 | +142,149 | $11.4K | +$11.2K | 4566.3% |
| Triumph Capital Management | 288 | +115 | $22.7K | +$10.4K | 66.5% |
| Spire Wealth Management | 867 | +37 | $68.2K | +$9.3K | 4.5% |
| North Star Investment Management Corp. | 121 | +102 | $9.5K | +$8.2K | 536.8% |
| State of Wyoming | 814 | +10 | $64.0K | +$7.0K | 1.2% |
| CWM, LLC | 182,875 | +60,167 | $14.4K | +$5.7K | 49.0% |
| HIGHLINE WEALTH PARTNERS LLC | 477 | +10 | $37.5K | +$4.4K | 2.1% |
| Abound Wealth Management | 70 | +44 | $5.5K | +$3.7K | 169.2% |
| FINANCIAL CONSULATE, INC | 174 | +23 | $13.7K | +$3.0K | 15.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 236 | +12 | $18.6K | +$2.7K | 5.3% |
| Wealth Watch Advisors, INC | 50 | +32 | $3.9K | +$2.7K | 177.8% |
| Dunhill Financial, LLC | 51 | +30 | $4.0K | +$2.5K | 142.8% |
| ACADIAN ASSET MANAGEMENT LLC | 52,738 | +24,836 | $4.1K | +$2.2K | 89.0% |
| Rossby Financial, LCC | 36 | +21 | $2.8K | +$1.8K | 140.0% |
| Crewe Advisors LLC | 48 | +12 | $3.8K | +$1.2K | 33.3% |
| HANTZ FINANCIAL SERVICES, INC. | 47,083 | +10,192 | $3.7K | +$1.1K | 27.6% |
| Dogwood Wealth Management LLC | 16 | +10 | $1.3K | +$833 | 166.7% |
| CENTRAL TRUST Co | 35 | +5 | $2.8K | +$629 | 16.7% |
| Murphy & Mullick Capital Management Corp | 52 | +2 | $4.1K | +$572 | 4.0% |
| Thrivent Financial for Lutherans | 7,548 | +4,730 | $596 | +$396 | 167.8% |
| WEDBUSH SECURITIES INC | 28,437 | +1,615 | $2.2K | +$333 | 6.0% |
| Janney Montgomery Scott LLC | 25,725 | +164 | $2.0K | +$210 | 0.6% |
| NATURAL INVESTMENTS, LLC | 7,372 | +926 | $579 | +$122 | 14.4% |
| Lester Murray Antman dba SimplyRich | 12,445 | +123 | $979 | +$105 | 1.0% |
| BESSEMER GROUP INC | 1,883 | +679 | $148 | +$63 | 56.4% |
| Smithfield Trust Co | 564 | +88 | $44 | +$10 | 18.5% |
| CX Institutional | 250 | +45 | $20 | +$5 | 21.9% |