13F QoQ Ownership Changes
HEI-A Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 115 new · 255 added · 379 reduced · 74 exited
New Positions(115)
Added To(255)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 894,697 | +334,493 | $289.5M | +$108.7M | 59.7% |
| Balyasny Asset Management L.P. | 357,596 | +297,127 | $115.7M | +$96.2M | 491.4% |
| Voya Investment Management LLC | 416,091 | +219,968 | $134.6M | +$71.3M | 112.2% |
| Qube Research & Technologies Ltd | 386,567 | +167,634 | $125.1M | +$54.4M | 76.6% |
| CI INVESTMENTS INC. | 164,036 | +47,599 | $53.1M | +$53.0M | 40.9% |
| D. E. Shaw & Co., Inc. | 205,135 | +156,603 | $66.4M | +$50.7M | 322.7% |
| FMR LLC | 240,556 | +154,427 | $77.8M | +$50.0M | 179.3% |
| BlackRock, Inc. | 3,928,123 | +114,919 | $1.27B | +$40.1M | 3.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 234,080 | +101,939 | $75.7M | +$33.1M | 77.1% |
| STATE STREET CORP | 1,554,731 | +87,267 | $503.1M | +$29.4M | 5.9% |
| Oribel Capital Management, LP | 129,600 | +85,700 | $41.9M | +$27.8M | 195.2% |
| RENAISSANCE TECHNOLOGIES LLC | 108,724 | +78,960 | $35.2M | +$25.6M | 265.3% |
| PANAGORA ASSET MANAGEMENT INC | 134,746 | +74,345 | $43.6M | +$24.1M | 123.1% |
| FIRST TRUST ADVISORS LP | 210,982 | +70,970 | $68.3M | +$23.1M | 50.7% |
| Quantinno Capital Management LP | 191,119 | +68,507 | $61.8M | +$22.3M | 55.9% |
| Squarepoint Ops LLC | 69,478 | +67,378 | $22.5M | +$21.8M | 3208.5% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 59,422 | +52,744 | $19.2M | +$17.1M | 789.8% |
| BNP PARIBAS FINANCIAL MARKETS | 89,769 | +48,894 | $30.0M | +$15.4M | 119.6% |
| MORGAN STANLEY | 1,058,393 | +45,088 | $342.5M | +$15.4M | 4.4% |
| ExodusPoint Capital Management, LP | 63,076 | +38,441 | $20.4M | +$12.5M | 156.0% |
| Fisher Asset Management, LLC | 326,386 | +35,288 | $105.6M | +$11.6M | 12.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,364 | +34,439 | $29.6M | +$11.2M | 60.5% |
| SummitTX Capital, L.P. | 34,965 | +30,554 | $11.3M | +$9.9M | 692.7% |
| FEDERATED HERMES, INC. | 577,782 | +28,745 | $187.0M | +$9.7M | 5.2% |
| Erste Asset Management GmbH | 85,000 | +26,000 | $27.5M | +$8.8M | 44.1% |
| MARSHALL WACE, LLP | 229,408 | +24,816 | $74.2M | +$8.2M | 12.1% |
| Trexquant Investment LP | 28,799 | +23,974 | $9.3M | +$7.8M | 496.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 210,288 | +22,112 | $68.0M | +$7.3M | 11.8% |
| Gotham Asset Management, LLC | 38,389 | +18,692 | $12.4M | +$6.1M | 94.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 24,204 | +17,346 | $7.8M | +$5.6M | 252.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 25,587 | +16,849 | $8.3M | +$5.5M | 192.8% |
| DIMENSIONAL FUND ADVISORS LP | 214,329 | +16,303 | $69.4M | +$5.5M | 8.2% |
| Pictet Asset Management Holding SA | 39,396 | +16,427 | $12.8M | +$5.4M | 71.5% |
| NORGES BANK | 30,539 | +12,783 | $9.9M | +$5.2M | 72.0% |
| Korea Investment CORP | 33,838 | +14,545 | $10.9M | +$4.7M | 75.4% |
| Capital International Investors | 437,009 | +12,140 | $141.6M | +$4.7M | 2.9% |
| Walleye Capital LLC | 18,407 | +13,127 | $6.0M | +$4.3M | 248.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 45,904 | +12,607 | $14.9M | +$4.1M | 37.9% |
| Vinva Investment Management Ltd | 18,937 | +15,036 | $5.3M | +$4.0M | 385.4% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 19,368 | +11,989 | $6.3M | +$3.9M | 162.5% |
| AMERICAN CENTURY COMPANIES INC | 779,737 | +10,033 | $252.3M | +$3.8M | 1.3% |
| Schonfeld Strategic Advisors LLC | 45,352 | +10,944 | $14.7M | +$3.6M | 31.8% |
| BANK OF AMERICA CORP /DE/ | 357,074 | +9,822 | $115.5M | +$3.4M | 2.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 65,388 | +9,328 | $21.5M | +$3.4M | 16.6% |
| Bridgewater Associates, LP | 20,400 | +9,618 | $6.6M | +$3.1M | 89.2% |
| Amundi | 56,715 | +7,904 | $18.4M | +$2.6M | 16.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 86,485 | +7,862 | $28.0M | +$2.6M | 10.0% |
| Focus Partners Wealth | 21,600 | +7,880 | $7.0M | +$2.6M | 57.4% |
| Bank of New York Mellon Corp | 170,669 | +7,470 | $55.2M | +$2.5M | 4.6% |
| MOODY LYNN & LIEBERSON, LLC | 12,057 | +7,684 | $3.9M | +$2.5M | 175.7% |
| Man Group plc | 32,024 | +6,053 | $10.4M | +$2.0M | 23.3% |
| MinichMacGregor Wealth Management, LLC | 31,951 | +5,586 | $10.3M | +$1.8M | 21.2% |
| FRANKLIN RESOURCES INC | 23,826 | +5,573 | $7.7M | +$1.8M | 30.5% |
| Creative Planning | 16,497 | +5,263 | $5.3M | +$1.7M | 46.8% |
| Calamos Wealth Management LLC | 6,571 | +5,004 | $2.1M | +$1.6M | 319.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 541,623 | +3,645 | $175.3M | +$1.6M | 0.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 156,865 | +4,489 | $50.8M | +$1.6M | 2.9% |
| LGT Fund Management Co Ltd. | 6,000 | +4,700 | $2.0M | +$1.6M | 361.5% |
| Y-Intercept (Hong Kong) Ltd | 11,308 | +3,839 | $3.7M | +$1.2M | 51.4% |
| AXIOM INVESTORS LLC /DE | 21,130 | +3,789 | $6.8M | +$1.2M | 21.8% |
| Campbell & CO Investment Adviser LLC | 9,180 | +3,775 | $3.0M | +$1.2M | 69.8% |
| BROWN ADVISORY INC | 131,541 | +3,371 | $42.6M | +$1.2M | 2.6% |
| STIFEL FINANCIAL CORP | 99,618 | +3,287 | $32.2M | +$1.1M | 3.4% |
| Ensign Peak Advisors, Inc | 15,527 | +3,384 | $5.0M | +$1.1M | 27.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23,722 | +1,038 | $8.2M | +$1.1M | 4.6% |
| CITIGROUP INC | 96,574 | +2,927 | $31.3M | +$1.0M | 3.1% |
| Fieldview Capital Management, LLC | 3,939 | +2,754 | $1.3M | +$892.1K | 232.4% |
| BARCLAYS PLC | 81,849 | +1,394 | $26.8M | +$874.0K | 1.7% |
| Investment Management Corp of Ontario | 4,714 | +2,662 | $1.5M | +$863.0K | 129.7% |
| Varma Mutual Pension Insurance Co | 28,400 | +2,500 | $9.2M | +$828.9K | 9.7% |
| ARK Investment Management LLC | 18,774 | +2,433 | $6.1M | +$799.9K | 14.9% |
| Federation des caisses Desjardins du Quebec | 5,871 | +2,309 | $1.9M | +$750.4K | 64.8% |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,358 | +2,062 | $2.7M | +$672.1K | 32.8% |
| AVIVA PLC | 35,077 | +1,944 | $11.4M | +$654.6K | 5.9% |
| WELLS FARGO & COMPANY/MN | 64,752 | +1,855 | $21.0M | +$648.6K | 2.9% |
| Empowered Funds, LLC | 6,537 | +1,906 | $2.1M | +$620.3K | 41.1% |
| JENNISON ASSOCIATES LLC | 88,647 | +1,661 | $28.7M | +$604.4K | 1.9% |
| DIVIDEND ASSETS CAPITAL, LLC | 33,601 | +1,779 | $10.9M | +$600.4K | 5.6% |
| Vident Advisory, LLC | 4,227 | +1,747 | $1.4M | +$567.2K | 70.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 8,122 | +2,207 | $2.5M | +$548.8K | 37.3% |
| Caprock Group, LLC | 5,424 | +1,556 | $1.8M | +$548.2K | 40.2% |
| M&T Bank Corp | 7,251 | +1,616 | $2.3M | +$527.1K | 28.7% |
| NORTHERN TRUST CORP | 268,986 | +975 | $87.0M | +$521.9K | 0.4% |
| ALLSTATE CORP | 3,067 | +1,517 | $992.5K | +$492.1K | 97.9% |
| BANK OF NOVA SCOTIA | 3,502 | +1,498 | $1.1M | +$486.5K | 74.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7,801 | +1,472 | $2.5M | +$481.2K | 23.3% |
| LOOMIS SAYLES & CO L P | 1,718 | +1,396 | $555.9K | +$452.0K | 433.5% |
| NZS Capital, LLC | 113,566 | +1,120 | $36.7M | +$449.0K | 1.0% |
| Callan Family Office, LLC | 2,616 | +1,380 | $846.5K | +$447.5K | 111.7% |
| B. Metzler seel. Sohn & Co. AG | 9,292 | +1,315 | $3.0M | +$431.7K | 16.5% |
| Advisors Asset Management, Inc. | 25,309 | +1,276 | $8.2M | +$431.4K | 5.3% |
| Jump Financial, LLC | 6,465 | +1,310 | $2.1M | +$427.9K | 25.4% |
| Inscription Capital, LLC | 3,412 | +1,314 | $1.1M | +$426.8K | 62.6% |
| Holocene Advisors, LP | 3,033 | +1,278 | $981.4K | +$414.9K | 72.8% |
| Snider Financial Group | 14,716 | +1,245 | $4.8M | +$413.2K | 9.2% |
| Allspring Global Investments Holdings, LLC | 35,553 | +228 | $11.7M | +$410.7K | 0.6% |
| NATIONAL BANK OF CANADA /FI/ | 1,511 | +1,190 | $488.6K | +$385.0K | 370.7% |
| SYON CAPITAL LLC | 3,314 | +1,037 | $1.1M | +$337.3K | 45.5% |
| ALLIANCEBERNSTEIN L.P. | 16,696 | +994 | $5.4M | +$333.7K | 6.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,098 | +1,014 | $678.8K | +$328.9K | 93.5% |
| JANUS HENDERSON GROUP PLC | 4,337 | +966 | $1.4M | +$315.6K | 28.6% |
| VIRTUS ADVISERS, LLC | 1,070 | +1,030 | $325.8K | +$312.9K | 2575.0% |
| CREDIT AGRICOLE S A | 17,766 | +906 | $5.7M | +$306.2K | 5.4% |
| Optas, LLC | 1,832 | +932 | $592.8K | +$302.3K | 103.5% |
| Cetera Investment Advisers | 39,886 | +826 | $12.9M | +$297.3K | 2.1% |
| MAI Capital Management | 1,529 | +901 | $494.9K | +$292.3K | 143.5% |
| Concurrent Investment Advisors, LLC | 1,483 | +840 | $479.9K | +$272.3K | 130.6% |
| Dixon Mitchell Investment Counsel Inc. | 203,825 | +321 | $66.0M | +$260.6K | 0.1% |
| Kera Capital Partners, Inc. | 2,488 | +733 | $823.3K | +$256.8K | 41.8% |
| Pathstone Holdings, LLC | 6,910 | +772 | $2.2M | +$254.5K | 12.6% |
| &PARTNERS | 2,078 | +770 | $672.5K | +$250.2K | 58.9% |
| Russell Investments Group, Ltd. | 41,318 | +646 | $13.4M | +$242.1K | 1.6% |
| Hennion & Walsh Asset Management, Inc. | 9,257 | +724 | $3.0M | +$240.8K | 8.5% |
| Maridea Wealth Management LLC | 2,307 | +673 | $746.6K | +$235.1K | 41.2% |
| Prospera Financial Services Inc | 65,328 | +549 | $21.1M | +$230.8K | 0.8% |
| National Pension Service | 2,096 | +704 | $678.2K | +$228.9K | 50.6% |
| Vanguard Personalized Indexing Management, LLC | 6,861 | +698 | $2.2M | +$228.8K | 11.3% |
| DNB Asset Management AS | 12,671 | +669 | $4.1M | +$225.7K | 5.6% |
| TD Waterhouse Canada Inc. | 5,261 | +650 | $1.7M | +$224.6K | 14.1% |
| ASSETMARK, INC | 27,303 | +621 | $8.8M | +$221.5K | 2.3% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 4,160 | +721 | $1.3M | +$218.1K | 21.0% |
| FORSTA AP-FONDEN | 8,840 | +640 | $2.9M | +$213.4K | 7.8% |
| PNC Financial Services Group, Inc. | 7,265 | +618 | $2.4M | +$205.1K | 9.3% |
| Aaron Wealth Advisors LLC | 1,816 | +620 | $587.6K | +$201.5K | 51.8% |
| DANSKE BANK A/S | 17,957 | +557 | $5.8M | +$193.6K | 3.2% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 8,978 | +545 | $2.9M | +$182.8K | 6.5% |
| SILVER OAK SECURITIES, INCORPORATED | 1,753 | +523 | $575.4K | +$178.4K | 42.5% |
| ASR Vermogensbeheer N.V. | 105,955 | +287 | $34.3M | +$176.5K | 0.3% |
| NewEdge Advisors, LLC | 2,460 | +530 | $796.2K | +$173.0K | 27.5% |
| Wealthspire Advisors, LLC | 665 | +531 | $215.2K | +$171.9K | 396.3% |
| CAPTRUST FINANCIAL ADVISORS | 5,209 | +508 | $1.7M | +$168.1K | 10.8% |
| AlphaCore Capital LLC | 970 | +516 | $313.9K | +$167.3K | 113.7% |
| Corient Private Wealth LLC | 276,082 | +131,550 | $46.8M | +$164.4K | 91.0% |
| NISA INVESTMENT ADVISORS, LLC | 1,506 | +483 | $487.3K | +$157.1K | 47.2% |
| QRG CAPITAL MANAGEMENT, INC. | 2,536 | +465 | $820.5K | +$152.1K | 22.4% |
| Bath Savings Trust Co | 45,213 | +361 | $14.6M | +$151.4K | 0.8% |
| Virtus Investment Advisers, LLC | 6,103 | +450 | $2.0M | +$150.0K | 8.0% |
| Robeco Institutional Asset Management B.V. | 10,727 | +424 | $3.5M | +$145.1K | 4.1% |
| Union Bancaire Privee, UBP SA | 4,674 | +452 | $1.2M | +$142.5K | 10.7% |
| CARDEROCK CAPITAL MANAGEMENT INC | 37,313 | +335 | $12.1M | +$136.9K | 0.9% |
| Sequoia Financial Advisors, LLC | 2,184 | +391 | $706.7K | +$127.9K | 21.8% |
| Global Retirement Partners, LLC | 477 | +377 | $154.4K | +$122.1K | 377.0% |
| Farther Finance Advisors, LLC | 1,101 | +346 | $356.3K | +$112.5K | 45.8% |
| Kestra Advisory Services, LLC | 4,325 | +313 | $1.4M | +$104.4K | 7.8% |
| BANK OF MONTREAL /CAN/ | 5,248 | +304 | $1.7M | +$102.2K | 6.1% |
| Mirador Capital Partners LP | 5,348 | +296 | $1.7M | +$99.7K | 5.8% |
| AVALON CAPITAL MANAGEMENT | 5,507 | +290 | $1.8M | +$97.9K | 5.5% |
| Chicago Partners Investment Group LLC | 1,844 | +179 | $616.7K | +$96.3K | 10.8% |
| COMERICA BANK | 4,910 | +286 | $1.6M | +$96.1K | 6.2% |
| Ashton Thomas Private Wealth, LLC | 8,462 | +275 | $2.7M | +$95.3K | 3.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,862 | +271 | $1.6M | +$91.2K | 5.9% |
| NewEdge Wealth, LLC | 1,112 | +265 | $359.8K | +$90.2K | 31.3% |
| XPONANCE, INC. | 8,867 | +249 | $2.9M | +$87.2K | 2.9% |
| Private Advisor Group, LLC | 11,984 | +229 | $3.9M | +$83.2K | 1.9% |
| Linden Thomas Advisory Services, LLC | 26,468 | +185 | $8.6M | +$80.1K | 0.7% |
| MGO ONE SEVEN LLC | 2,027 | +240 | $655.9K | +$79.0K | 13.4% |
| Sterling Capital Management LLC | 304 | +240 | $98.4K | +$77.7K | 375.0% |
| Crossmark Global Holdings, Inc. | 1,141 | +238 | $369.2K | +$77.7K | 26.4% |
| HUB Investment Partners, LLC | 1,227 | +232 | $397.0K | +$75.8K | 23.3% |
| HB Wealth Management, LLC | 1,126 | +227 | $364.4K | +$74.1K | 25.3% |
| OneAscent Financial Services LLC | 1,559 | +215 | $504.4K | +$70.6K | 16.0% |
| Versant Capital Management, Inc | 1,133 | +200 | $366.6K | +$65.4K | 21.4% |
| CHOREO, LLC | 3,103 | +147 | $1.0M | +$64.3K | 5.0% |
| Aviso Financial Inc. | 8,801 | +178 | $2.8M | +$64.2K | 2.1% |
| Venturi Wealth Management, LLC | 3,166 | +190 | $1.0M | +$63.8K | 6.4% |
| STEPH & CO | 425 | +175 | $137.5K | +$56.8K | 70.0% |
| Summit Trail Advisors, LLC | 6,518 | +151 | $2.1M | +$53.8K | 2.4% |
| JONES FINANCIAL COMPANIES LLLP | 4,811 | +113 | $1.6M | +$51.9K | 2.4% |
| Freedom Day Solutions, LLC | 9,950 | +134 | $3.2M | +$50.7K | 1.4% |
| Value Partners Investments Inc. | 2,796 | +138 | $906.0K | +$48.3K | 5.2% |
| HUNTINGTON NATIONAL BANK | 654 | +147 | $211.6K | +$48.0K | 29.0% |
| Dakota Wealth Management | 5,190 | +130 | $1.7M | +$46.0K | 2.6% |
| EverSource Wealth Advisors, LLC | 717 | +140 | $232.2K | +$45.9K | 24.3% |
| Embree Financial Group | 4,235 | +132 | $1.4M | +$45.9K | 3.2% |
| Stratos Wealth Partners, LTD. | 31,973 | +63 | $10.3M | +$45.0K | 0.2% |
| PITTENGER & ANDERSON INC | 460 | +136 | $148.9K | +$44.3K | 42.0% |
| Tower Research Capital LLC (TRC) | 299 | +135 | $96.8K | +$43.8K | 82.3% |
| Vise Technologies, Inc. | 765 | +113 | $247.5K | +$37.1K | 17.3% |
| SIGNATUREFD, LLC | 1,490 | +111 | $482.2K | +$37.0K | 8.0% |
| NOVEM GROUP | 896 | +109 | $289.9K | +$35.9K | 13.8% |
| Fortress Financial Solutions, LLC | 1,747 | +106 | $565.4K | +$35.6K | 6.5% |
| XML Financial, LLC | 981 | +100 | $317.5K | +$33.0K | 11.3% |
| US BANCORP \DE\ | 12,746 | +58 | $4.1M | +$28.5K | 0.5% |
| SUMITOMO LIFE INSURANCE CO | 9,979 | +59 | $3.2M | +$26.7K | 0.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,944 | +81,982 | $26.9K | +$26.5K | 8522.0% |
| SIMON QUICK ADVISORS, LLC | 731 | +79 | $236.6K | +$26.1K | 12.1% |
| CBIZ Investment Advisory Services, LLC | 88 | +80 | $28.5K | +$25.9K | 1000.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,287 | +77 | $416.5K | +$25.8K | 6.4% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 1,928 | +71 | $623.9K | +$24.4K | 3.8% |
| Wealthfront Advisers LLC | 2,856 | +64 | $924.2K | +$22.9K | 2.3% |
| Lagoda Investment Management, L.P. | 6,265 | +55 | $2.0M | +$22.6K | 0.9% |
| World Investment Advisors | 1,760 | +163 | $537.2K | +$21.6K | 10.2% |
| Clearstead Advisors, LLC | 1,337 | +63 | $432.6K | +$21.4K | 4.9% |
| Mutual Advisors, LLC | 1,181 | +43 | $382.2K | +$20.8K | 3.8% |
| CIBC Asset Management Inc | 2,915 | +57 | $943.3K | +$20.6K | 2.0% |
| UMB Bank, n.a. | 274 | +63 | $88.7K | +$20.5K | 29.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 77 | +60 | $24.9K | +$19.4K | 352.9% |
| Larson Financial Group LLC | 201 | +59 | $65.0K | +$19.2K | 41.5% |
| TFB Advisors LLC | 1,413 | +13 | $457.2K | +$19.0K | 0.9% |
| Valeo Financial Advisors, LLC | 1,636 | +55 | $529.4K | +$19.0K | 3.5% |
| COOKSON PEIRCE & CO INC | 2,684 | +48 | $868.5K | +$17.6K | 1.8% |
| Coastal Bridge Advisors, LLC | 1,246 | +49 | $403.3K | +$16.8K | 4.1% |
| MBL Wealth, LLC | 1,817 | +45 | $588.0K | +$15.9K | 2.5% |
| Orion Porfolio Solutions, LLC | 1,646 | +41 | $532.5K | +$14.5K | 2.5% |
| GM Advisory Group, LLC | 2,985 | +36 | $965.9K | +$13.9K | 1.2% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,047 | +40 | $338.8K | +$13.7K | 4.0% |
| Cerity Partners LLC | 5,881 | +29 | $1.9M | +$13.7K | 0.5% |
| Quarry LP | 143 | +40 | $46.3K | +$13.0K | 38.8% |
| Parkside Financial Bank & Trust | 1,387 | +36 | $448.9K | +$12.7K | 2.7% |
| Waverly Advisors, LLC | 4,148 | +27 | $1.3M | +$11.9K | 0.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 337,064 | +29,133 | $109.1K | +$9.7K | 9.5% |
| MetLife Investment Management, LLC | 2,741 | +23 | $887.0K | +$9.5K | 0.8% |
| Physician Wealth Advisors, Inc. | 31 | +29 | $10.0K | +$9.4K | 1450.0% |
| Bell Investment Advisors, Inc | 81 | +26 | $26.2K | +$8.5K | 47.3% |
| ORG Partners LLC | 56 | +26 | $18.1K | +$8.4K | 86.7% |
| CIBC Private Wealth Group LLC | 1,435 | +22 | $464.4K | +$8.2K | 1.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 799 | +23 | $258.6K | +$8.0K | 3.0% |
| Ethic Inc. | 913 | +22 | $295.4K | +$7.8K | 2.5% |
| BRADLEY FOSTER & SARGENT INC/CT | 1,150 | +18 | $372.1K | +$6.7K | 1.6% |
| Park Place Capital Corp | 395 | +15 | $127.8K | +$5.1K | 3.9% |
| Optimize Financial Inc | 998 | +12 | $322.9K | +$4.6K | 1.2% |
| SG Americas Securities, LLC | 16,943 | +14,026 | $5.5K | +$4.5K | 480.8% |
| Advisory Services Network, LLC | 1,515 | +10 | $490.2K | +$4.4K | 0.7% |
| Csenge Advisory Group | 1,403 | +10 | $454.1K | +$4.3K | 0.7% |
| Florida Trust Wealth Management Co | 934 | +11 | $302.2K | +$4.3K | 1.2% |
| ELEVATION WEALTH PARTNERS, LLC | 24 | +13 | $7.8K | +$4.2K | 118.2% |
| Perigon Wealth Management, LLC | 4,269 | +2 | $1.4M | +$3.9K | 0.0% |
| Andina Capital Management, LLC | 1,868 | +7 | $604.5K | +$3.7K | 0.4% |
| Prime Capital Investment Advisors, LLC | 1,203 | +7 | $389.3K | +$3.2K | 0.6% |
| HighPoint Advisor Group LLC | 1,169 | +7 | $378.3K | +$3.2K | 0.6% |
| Lido Advisors, LLC | 1,617 | +7 | $522.8K | +$2.7K | 0.4% |
| AIRE ADVISORS, LLC | 809 | +5 | $261.8K | +$2.2K | 0.6% |
| AdvisorNet Financial, Inc | 473 | +5 | $153.1K | +$2.0K | 1.1% |
| JFS WEALTH ADVISORS, LLC | 25 | +6 | $8.1K | +$2.0K | 31.6% |
| HFM Investment Advisors, LLC | 8 | +6 | $2.6K | +$1.9K | 300.0% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 240 | +5 | $77.7K | +$1.8K | 2.1% |
| FIDELIS CAPITAL PARTNERS, LLC | 1,396 | +2 | $451.7K | +$1.7K | 0.1% |
| SJS Investment Consulting Inc. | 157 | +4 | $50.8K | +$1.4K | 2.6% |
| TD PRIVATE CLIENT WEALTH LLC | 117 | +4 | $37.9K | +$1.4K | 3.5% |
| CANADA LIFE ASSURANCE Co | 11,805 | +3,555 | $3.8K | +$1.2K | 43.1% |
| Legacy Wealth Asset Management, LLC | 1,088 | +1 | $352.1K | +$1.2K | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 5,730 | +3,138 | $1.9K | +$1.0K | 121.1% |
| Marquette Asset Management, LLC | 10 | +3 | $3.2K | +$976 | 42.9% |
| Frank, Rimerman Advisors LLC | 825 | +1 | $267.0K | +$958 | 0.1% |
| Essex Savings Bank | 660 | +1 | $213.6K | +$825 | 0.1% |
| CVA Family Office, LLC | 36 | +2 | $11.6K | +$673 | 5.9% |
| Bay Harbor Wealth Management, LLC | 6 | +2 | $1.9K | +$650 | 50.0% |
| Parallel Advisors, LLC | 297 | +1 | $96.3K | +$552 | 0.3% |
| WENDELL DAVID ASSOCIATES INC | 6,594 | +1,350 | $2.1K | +$441 | 25.7% |
| Triumph Capital Management | 3 | +1 | $971 | +$325 | 50.0% |
| Blue Trust, Inc. | 11 | +1 | $3.5K | +$278 | 10.0% |
| Mn Services Vermogensbeheer B.V. | 17,135 | +235 | $5.5K | +$89 | 1.4% |
| FDx Advisors, Inc. | 881 | +207 | $285 | +$71 | 30.7% |
| PARK AVENUE SECURITIES LLC | 6,430 | +76 | $2.1K | +$30 | 1.2% |
| HAZLETT, BURT & WATSON, INC. | 119 | +24 | $39 | +$8 | 25.3% |