13F QoQ Ownership Changes
HLNCF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 95 new · 223 added · 279 reduced · 91 exited
New Positions(95)
Added To(223)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 107,941,807 | +3,939,221 | $1.09B | +$158.4M | 3.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8,027,189 | +7,845,391 | $81.2M | +$79.5M | 4315.4% |
| BANK OF MONTREAL /CAN/ | 8,500,496 | +6,966,416 | $85.9M | +$72.2M | 454.1% |
| MORGAN STANLEY | 21,495,383 | +2,962,856 | $217.3M | +$51.1M | 16.0% |
| CITADEL ADVISORS LLC | 7,507,613 | +3,750,081 | $75.9M | +$42.2M | 99.8% |
| Point72 Asset Management, L.P. | 4,739,817 | +2,377,519 | $47.9M | +$26.7M | 100.6% |
| GOLDMAN SACHS GROUP INC | 10,441,178 | +1,589,494 | $105.6M | +$26.2M | 17.9% |
| RAYMOND JAMES FINANCIAL INC | 6,051,452 | +1,119,988 | $61.2M | +$16.9M | 22.7% |
| Sculptor Capital LP | 10,454,868 | +505,000 | $105.7M | +$16.4M | 5.1% |
| FRANKLIN RESOURCES INC | 1,520,060 | +1,274,208 | $15.4M | +$13.2M | 518.3% |
| 1832 Asset Management L.P. | 1,202,351 | +1,074,354 | $12.2M | +$11.0M | 839.4% |
| Nuveen, LLC | 6,169,355 | +159,955 | $62.4M | +$8.5M | 2.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,598,290 | +709,451 | $16.2M | +$8.2M | 79.8% |
| NORTHERN TRUST CORP | 4,817,059 | +137,289 | $48.7M | +$6.7M | 2.9% |
| Bank Julius Baer & Co. Ltd, Zurich | 4,457,159 | +153,530 | $45.1M | +$6.5M | 3.6% |
| First Eagle Investment Management, LLC | 3,335,583 | +278,632 | $33.7M | +$6.3M | 9.1% |
| Rockefeller Capital Management L.P. | 5,397,201 | +13,652 | $54.6M | +$6.3M | 0.3% |
| WCM INVESTMENT MANAGEMENT, LLC | 1,013,242 | +526,609 | $10.2M | +$5.9M | 108.2% |
| UBS Group AG | 995,987 | +515,670 | $10.1M | +$5.8M | 107.4% |
| WELLS FARGO & COMPANY/MN | 3,726,852 | +74,897 | $37.7M | +$4.9M | 2.0% |
| Quantinno Capital Management LP | 1,092,582 | +290,644 | $11.0M | +$3.9M | 36.2% |
| ABC ARBITRAGE SA | 2,789,451 | +62,101 | $28.2M | +$3.7M | 2.3% |
| Bank of New York Mellon Corp | 2,653,319 | +78,489 | $26.8M | +$3.7M | 3.0% |
| DRW Securities, LLC | 445,055 | +356,692 | $4.5M | +$3.7M | 403.7% |
| BARCLAYS PLC | 580,657 | +310,657 | $5.9M | +$3.4M | 115.0% |
| Schonfeld Strategic Advisors LLC | 766,196 | +283,229 | $7.7M | +$3.4M | 58.6% |
| Vestmark Advisory Solutions, Inc. | 335,837 | +267,125 | $3.4M | +$2.8M | 388.8% |
| JANE STREET GROUP, LLC | 1,538,636 | +113,568 | $15.6M | +$2.8M | 8.0% |
| Tidal Investments LLC | 1,434,108 | +121,449 | $14.5M | +$2.7M | 9.3% |
| LPL Financial LLC | 1,640,030 | +93,384 | $16.6M | +$2.7M | 6.0% |
| SCHARF INVESTMENTS, LLC | 1,095,734 | +162,406 | $11.1M | +$2.7M | 17.4% |
| LGT Group Foundation | 274,608 | +256,935 | $2.8M | +$2.6M | 1453.8% |
| Orion Porfolio Solutions, LLC | 387,083 | +177,299 | $3.9M | +$2.0M | 84.5% |
| Mariner, LLC | 620,293 | +145,668 | $6.3M | +$2.0M | 30.7% |
| AMERICAN CENTURY COMPANIES INC | 995,477 | +95,819 | $10.1M | +$2.0M | 10.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 567,581 | +117,171 | $5.7M | +$1.7M | 26.0% |
| Creative Planning | 528,603 | +97,451 | $5.3M | +$1.5M | 22.6% |
| Callan Family Office, LLC | 738,649 | +67,677 | $7.5M | +$1.4M | 10.1% |
| Laird Norton Wetherby Trust Company, LLC | 149,935 | +124,984 | $1.5M | +$1.3M | 500.9% |
| Russell Investments Group, Ltd. | 1,023,190 | +2,714 | $10.3M | +$1.2M | 0.3% |
| CAPTRUST FINANCIAL ADVISORS | 330,176 | +86,679 | $3.3M | +$1.2M | 35.6% |
| EAGLE GLOBAL ADVISORS LLC | 318,000 | +70,000 | $3.2M | +$990.4K | 28.2% |
| DRIVE WEALTH MANAGEMENT, LLC | 98,897 | +88,089 | $999.9K | +$902.9K | 815.0% |
| Savant Capital, LLC | 113,228 | +80,831 | $1.1M | +$854.1K | 249.5% |
| NewEdge Advisors, LLC | 125,409 | +60,234 | $1.3M | +$683.3K | 92.4% |
| Private Advisor Group, LLC | 190,125 | +52,008 | $1.9M | +$683.3K | 37.6% |
| WCG Wealth Advisors LLC | 117,312 | +59,884 | $1.2M | +$670.9K | 104.3% |
| QRG CAPITAL MANAGEMENT, INC. | 323,155 | +30,377 | $3.3M | +$640.9K | 10.4% |
| TRUIST FINANCIAL CORP | 471,815 | +8,584 | $4.8M | +$614.9K | 1.9% |
| BENJAMIN EDWARDS INC | 184,148 | +39,184 | $1.9M | +$561.4K | 27.0% |
| DAVENPORT & Co LLC | 249,235 | +25,519 | $2.5M | +$513.0K | 11.4% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 54,429 | +42,989 | $550.3K | +$447.7K | 375.8% |
| PNC Financial Services Group, Inc. | 249,112 | +14,659 | $2.5M | +$415.5K | 6.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 318,604 | +5,795 | $3.2M | +$414.9K | 1.9% |
| Brooklyn Investment Group | 199,046 | +27,328 | $2.0M | +$382.1K | 15.9% |
| RHUMBLINE ADVISERS | 86,226 | +31,145 | $871.7K | +$377.7K | 56.5% |
| Ascent Group, LLC | 65,478 | +32,260 | $662.0K | +$364.0K | 97.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 210,154 | +13,423 | $2.1M | +$360.0K | 6.8% |
| Focus Partners Wealth | 170,971 | +16,406 | $1.7M | +$335.5K | 10.6% |
| Blue Trust, Inc. | 81,731 | +26,731 | $826.3K | +$332.9K | 48.6% |
| Waverly Advisors, LLC | 61,352 | +28,530 | $620.3K | +$325.9K | 86.9% |
| Merit Financial Group, LLC | 65,833 | +27,674 | $665.6K | +$323.3K | 72.5% |
| Vanguard Personalized Indexing Management, LLC | 192,505 | +9,969 | $1.9M | +$308.8K | 5.5% |
| EXENCIAL WEALTH ADVISORS, LLC | 199,219 | +7,670 | $2.0M | +$295.9K | 4.0% |
| PRINCIPAL SECURITIES, INC. | 134,669 | +15,742 | $1.4M | +$294.7K | 13.2% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 53,299 | +25,007 | $538.9K | +$285.1K | 88.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 80,281 | +21,166 | $811.6K | +$281.4K | 35.8% |
| FOUNDERS FINANCIAL SECURITIES LLC | 213,399 | +3,967 | $2.2M | +$278.9K | 1.9% |
| FIRST TRUST ADVISORS LP | 188,521 | +6,513 | $1.9M | +$273.3K | 3.6% |
| Horizon Investments, LLC | 212,175 | +3,356 | $2.1M | +$272.0K | 1.6% |
| AQR CAPITAL MANAGEMENT LLC | 149,855 | +11,101 | $1.5M | +$270.4K | 8.0% |
| Cetera Investment Advisers | 211,735 | +2,149 | $2.1M | +$260.7K | 1.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 109,422 | +14,170 | $1.1M | +$251.8K | 14.9% |
| New Republic Capital, LLC | 33,479 | +23,338 | $338.5K | +$247.5K | 230.1% |
| IEQ CAPITAL, LLC | 83,165 | +16,958 | $840.8K | +$246.9K | 25.6% |
| Silvercrest Asset Management Group LLC | 211,337 | +211 | $2.1M | +$242.8K | 0.1% |
| Atria Investments, Inc | 137,684 | +9,368 | $1.4M | +$241.0K | 7.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 39,425 | +18,488 | $398.6K | +$210.8K | 88.3% |
| NewEdge Wealth, LLC | 91,766 | +14,528 | $927.8K | +$208.7K | 18.8% |
| OSAIC HOLDINGS, INC. | 128,238 | +11,496 | $1.3M | +$206.8K | 9.8% |
| HB Wealth Management, LLC | 133,581 | +5,857 | $1.4M | +$204.8K | 4.6% |
| TRUST POINT INC. | 39,605 | +16,978 | $400.4K | +$197.4K | 75.0% |
| Pathstone Holdings, LLC | 125,206 | +5,397 | $1.3M | +$191.2K | 4.5% |
| Corient Private Wealth LLC | 125,442 | +8,615 | $1.2M | +$188.2K | 7.4% |
| May Hill Capital, LLC | 27,494 | +17,063 | $278.0K | +$184.4K | 163.6% |
| PROFUND ADVISORS LLC | 58,463 | +12,712 | $591.1K | +$180.7K | 27.8% |
| Steward Partners Investment Advisory, LLC | 54,841 | +12,658 | $554.4K | +$176.1K | 30.0% |
| Aquatic Capital Management LLC | 87,487 | +8,145 | $884.5K | +$172.8K | 10.3% |
| Aaron Wealth Advisors LLC | 41,222 | +13,922 | $416.8K | +$171.9K | 51.0% |
| BROWN ADVISORY INC | 85,836 | +7,950 | $867.8K | +$169.2K | 10.2% |
| Ballentine Partners, LLC | 36,549 | +14,191 | $369.5K | +$169.0K | 63.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 99,380 | +5,749 | $1.0M | +$164.9K | 6.1% |
| Independent Advisor Alliance | 35,848 | +13,561 | $362.4K | +$162.5K | 60.8% |
| Allspring Global Investments Holdings, LLC | 38,484 | +12,793 | $387.0K | +$159.5K | 49.8% |
| Advisory Services Network, LLC | 30,895 | +13,464 | $312.3K | +$156.0K | 77.2% |
| SYON CAPITAL LLC | 79,868 | +6,767 | $807.5K | +$151.7K | 9.3% |
| &PARTNERS | 62,125 | +9,390 | $628.1K | +$150.7K | 17.8% |
| M&T Bank Corp | 80,720 | +5,541 | $816.3K | +$141.4K | 7.4% |
| Diversified Trust Co | 32,853 | +10,574 | $332.1K | +$132.3K | 47.5% |
| Baird Financial Group, Inc. | 27,371 | +11,133 | $276.7K | +$131.1K | 68.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 41,650 | +8,899 | $421.1K | +$127.3K | 27.2% |
| Sequoia Financial Advisors, LLC | 94,957 | +1,431 | $956.4K | +$120.7K | 1.5% |
| EverSource Wealth Advisors, LLC | 35,018 | +8,477 | $354.0K | +$116.0K | 31.9% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 75,918 | +3,206 | $767.5K | +$115.3K | 4.4% |
| SUMMITRY LLC | 50,815 | +6,345 | $513.7K | +$114.8K | 14.3% |
| Farther Finance Advisors, LLC | 22,922 | +9,848 | $231.7K | +$114.5K | 75.3% |
| Vise Technologies, Inc. | 61,998 | +4,723 | $626.8K | +$113.0K | 8.2% |
| R Squared Ltd | 39,576 | +7,521 | $400.1K | +$112.6K | 23.5% |
| Argent Trust Co | 55,368 | +5,071 | $559.8K | +$108.6K | 10.1% |
| Kestra Advisory Services, LLC | 56,689 | +4,676 | $573.1K | +$106.6K | 9.0% |
| Hilltop National Bank | 13,124 | +9,895 | $132.7K | +$103.7K | 306.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 36,228 | +6,858 | $366.3K | +$102.8K | 23.4% |
| Wealthspire Advisors, LLC | 14,047 | +9,411 | $142.0K | +$100.4K | 203.0% |
| Larson Financial Group LLC | 11,297 | +9,538 | $114.2K | +$98.4K | 542.2% |
| Beacon Pointe Advisors, LLC | 25,736 | +7,342 | $260.2K | +$95.2K | 39.9% |
| BLAIR WILLIAM & CO/IL | 51,642 | +3,808 | $522.1K | +$93.0K | 8.0% |
| FIRST HORIZON CORP | 30,555 | +6,474 | $308.9K | +$92.9K | 26.9% |
| Concurrent Investment Advisors, LLC | 22,050 | +6,815 | $222.9K | +$86.3K | 44.7% |
| Envestnet Portfolio Solutions, Inc. | 63,726 | +1,431 | $644.3K | +$85.5K | 2.3% |
| NATIXIS ADVISORS, LLC | 10,003,941 | +8,115,633 | $101.1K | +$84.2K | 429.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 38,581 | +4,482 | $390.1K | +$84.2K | 13.1% |
| Ransom Advisory, Ltd | 12,000 | +9,000 | $110.6K | +$83.7K | 300.0% |
| MGO ONE SEVEN LLC | 71,206 | +256 | $719.9K | +$83.5K | 0.4% |
| HighPoint Advisor Group LLC | 54,206 | +1,913 | $548.0K | +$79.0K | 3.6% |
| CAMBIAR INVESTORS LLC | 66,329 | +326 | $670.6K | +$78.5K | 0.5% |
| Legacy Wealth Asset Management, LLC | 67,217 | +192 | $679.6K | +$78.3K | 0.3% |
| Global Retirement Partners, LLC | 19,053 | +6,307 | $192.6K | +$78.3K | 49.5% |
| Versant Capital Management, Inc | 25,494 | +4,807 | $257.7K | +$72.2K | 23.2% |
| Smartleaf Asset Management LLC | 32,888 | +3,439 | $331.5K | +$71.2K | 11.7% |
| Dorsey & Whitney Trust CO LLC | 28,721 | +4,114 | $290.4K | +$69.6K | 16.7% |
| ALLIANCEBERNSTEIN L.P. | 57,150 | +346 | $577.8K | +$68.3K | 0.6% |
| OLD NATIONAL BANCORP /IN/ | 20,022 | +4,463 | $202.4K | +$62.9K | 28.7% |
| Simplicity Wealth,LLC | 44,131 | +1,267 | $446.2K | +$61.7K | 3.0% |
| BROADWATER CAPITAL MANAGEMENT LLC | 6,889 | +3,889 | $31.8K | -$60.5K | 129.6% |
| TD PRIVATE CLIENT WEALTH LLC | 24,965 | +3,505 | $252.4K | +$59.9K | 16.3% |
| Valeo Financial Advisors, LLC | 26,275 | +3,260 | $265.6K | +$59.2K | 14.2% |
| Cardinal Capital Management | 48,323 | +238 | $488.5K | +$57.2K | 0.5% |
| Resonant Capital Advisors, LLC | 26,446 | +2,997 | $267.4K | +$57.0K | 12.8% |
| Parallel Advisors, LLC | 25,138 | +2,768 | $254.2K | +$53.5K | 12.4% |
| U.S. Capital Wealth Advisors, LLC | 36,789 | +431 | $371.9K | +$45.8K | 1.2% |
| Compound Planning, Inc. | 34,545 | +599 | $349.3K | +$44.8K | 1.8% |
| Ancora Advisors LLC | 5,116 | +4,318 | $51.7K | +$44.6K | 541.1% |
| Aspen Grove Capital, LLC | 36,108 | +364 | $365.1K | +$44.4K | 1.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20,654 | +2,172 | $208.8K | +$43.0K | 11.8% |
| Clearstead Advisors, LLC | 25,847 | +1,406 | $261.3K | +$42.1K | 5.8% |
| SBI Securities Co., Ltd. | 36,196 | +14 | $365.9K | +$41.4K | 0.0% |
| BANK OF NOVA SCOTIA | 18,414 | +2,080 | $185.6K | +$39.1K | 12.7% |
| INSIGNEO ADVISORY SERVICES, LLC | 32,372 | +153 | $327.3K | +$38.3K | 0.5% |
| OPPENHEIMER & CO INC | 24,744 | +1,100 | $250.2K | +$38.1K | 4.7% |
| Forum Financial Management, LP | 32,176 | +20 | $325.3K | +$36.9K | 0.1% |
| Cromwell Holdings LLC | 12,060 | +2,357 | $121.9K | +$34.9K | 24.3% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 19,840 | +990 | $200.6K | +$31.5K | 5.3% |
| REXFORD CAPITAL INC | 20,524 | +800 | $207.5K | +$30.6K | 4.0% |
| Atlantic Union Bankshares Corp | 6,264 | +2,567 | $63.3K | +$30.2K | 69.4% |
| OneDigital Investment Advisors LLC | 21,731 | +569 | $219.7K | +$29.9K | 2.7% |
| Pinnacle Wealth Planning Services, Inc. | 12,098 | +1,715 | $122.3K | +$29.2K | 16.5% |
| IHT Wealth Management, LLC | 16,205 | +1,049 | $163.8K | +$27.9K | 6.9% |
| Fielder Capital Group LLC | 22,885 | +75 | $231.4K | +$26.8K | 0.3% |
| SEEDS INVESTOR LLC | 20,942 | +242 | $211.7K | +$26.0K | 1.2% |
| Golden State Equity Partners | 18,590 | +505 | $187.9K | +$25.7K | 2.8% |
| NATIONAL BANK OF CANADA /FI/ | 17,849 | +464 | $180.6K | +$24.7K | 2.7% |
| VAN ECK ASSOCIATES CORP | 4,507,206 | +2,016,796 | $45.6K | +$23.2K | 81.0% |
| Procyon Advisors, LLC | 12,478 | +931 | $126.2K | +$22.6K | 8.1% |
| MAI Capital Management | 18,318 | +167 | $185.2K | +$22.4K | 0.9% |
| J.W. COLE ADVISORS, INC. | 17,884 | +528 | $178.0K | +$22.4K | 3.0% |
| DIMENSION CAPITAL MANAGEMENT LLC | 15,533 | +378 | $157.0K | +$21.1K | 2.5% |
| Stephens Consulting, LLC | 2,215 | +2,000 | $22.4K | +$20.5K | 930.2% |
| SAGE RHINO CAPITAL LLC | 15,617 | +66 | $157.9K | +$18.4K | 0.4% |
| Caprock Group, LLC | 52,696 | +515 | $532.8K | +$18.3K | 1.0% |
| Miracle Mile Advisors, LLC | 11,274 | +601 | $114.0K | +$18.2K | 5.6% |
| ASSETMARK, INC | 5,962 | +1,252 | $60.3K | +$18.0K | 26.6% |
| PERSONAL CFO SOLUTIONS, LLC | 14,053 | +182 | $142.1K | +$17.7K | 1.3% |
| UMB Bank, n.a. | 12,738 | +311 | $128.8K | +$17.3K | 2.5% |
| Nicholas Hoffman & Company, LLC. | 11,656 | +318 | $117.8K | +$16.1K | 2.8% |
| Parkside Financial Bank & Trust | 2,847 | +1,433 | $28.8K | +$16.1K | 101.3% |
| Essex Savings Bank | 13,295 | +25 | $134.4K | +$15.4K | 0.2% |
| HANCOCK WHITNEY CORP | 12,314 | +67 | $124.5K | +$14.6K | 0.5% |
| Sivia Capital Partners, LLC | 11,042 | +182 | $111.6K | +$14.2K | 1.7% |
| PRIVATE TRUST CO NA | 8,659 | +467 | $87.5K | +$14.1K | 5.7% |
| Cullen/Frost Bankers, Inc. | 7,279 | +39 | $73.6K | +$8.6K | 0.5% |
| EASTERN BANK | 2,835 | +600 | $28.7K | +$8.6K | 26.8% |
| Bruce G. Allen Investments, LLC | 856 | +825 | $8.7K | +$8.4K | 2661.3% |
| Spire Wealth Management | 4,149 | +360 | $41.9K | +$8.0K | 9.5% |
| NISA INVESTMENT ADVISORS, LLC | 1,000 | +700 | $10.1K | +$7.4K | 233.3% |
| CARY STREET PARTNERS FINANCIAL LLC | 5,693 | +75 | $57.6K | +$7.2K | 1.3% |
| TORONTO DOMINION BANK | 4,347 | +112 | $44.0K | +$7.0K | 2.6% |
| HUNTINGTON NATIONAL BANK | 1,155 | +568 | $11.7K | +$6.4K | 96.8% |
| Root Financial Partners, LLC | 2,002 | +454 | $20.2K | +$6.4K | 29.3% |
| FIL Ltd | 4,638 | +47 | $46.9K | +$5.7K | 1.0% |
| Sound Income Strategies, LLC | 2,046 | +402 | $20.1K | +$5.3K | 24.4% |
| SG Americas Securities, LLC | 521,539 | +492,910 | $5.3K | +$5.0K | 1721.7% |
| Prestige Wealth Management Group LLC | 600 | +500 | $5.8K | +$4.9K | 500.0% |
| ROTHSCHILD INVESTMENT LLC | 3,166 | +136 | $32.0K | +$4.8K | 4.5% |
| CoreCap Advisors, LLC | 1,408 | +309 | $14.2K | +$4.4K | 28.1% |
| North Star Investment Management Corp. | 1,466 | +283 | $14.8K | +$4.2K | 23.9% |
| FINANCIAL CONSULATE, INC | 789 | +344 | $8.0K | +$4.0K | 77.3% |
| TRUST CO OF VERMONT | 563 | +363 | $5.7K | +$3.9K | 181.5% |
| Salomon & Ludwin, LLC | 1,791 | +183 | $18.1K | +$3.7K | 11.4% |
| Independence Bank of Kentucky | 1,394 | +164 | $14.1K | +$3.1K | 13.3% |
| Transamerica Financial Advisors, LLC | 1,058 | +179 | $10.7K | +$2.8K | 20.4% |
| Millstone Evans Group, LLC | 592 | +231 | $6.0K | +$2.7K | 64.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 970 | +161 | $9.8K | +$2.5K | 19.9% |
| SouthState Corp | 533 | +213 | $5.4K | +$2.5K | 66.6% |
| SITTNER & NELSON, LLC | 781 | +100 | $8.6K | +$2.5K | 14.7% |
| Lido Advisors, LLC | 48,899 | +1 | $441.0K | +$2.4K | 0.0% |
| IMA Advisory Services, Inc. | 296 | +218 | $3.0K | +$2.3K | 279.5% |
| Physician Wealth Advisors, Inc. | 593 | +178 | $6.0K | +$2.3K | 42.9% |
| NBC SECURITIES, INC. | 882 | +127 | $8.9K | +$2.1K | 16.8% |
| Bell Investment Advisors, Inc | 326 | +137 | $3.3K | +$1.6K | 72.5% |
| True Wealth Design, LLC | 710 | +87 | $7.2K | +$1.6K | 14.0% |
| TOTH FINANCIAL ADVISORY CORP | 773 | +68 | $7.8K | +$1.5K | 9.6% |
| HANTZ FINANCIAL SERVICES, INC. | 698,267 | +69,818 | $7.1K | +$1.4K | 11.1% |
| NATURAL INVESTMENTS, LLC | 172,439 | +75,466 | $1.7K | +$874 | 77.8% |
| Retirement Wealth Solutions LLC | 168 | +66 | $1.7K | +$784 | 64.7% |
| Newbridge Financial Services Group, Inc. | 185 | +59 | $1.9K | +$740 | 46.8% |
| ACADIAN ASSET MANAGEMENT LLC | 143,497 | +7,671 | $1.4K | +$230 | 5.6% |
| Union Bancaire Privee, UBP SA | 250 | +21 | $2.1K | +$123 | 9.2% |
| Lester Murray Antman dba SimplyRich | 66,351 | +302 | $670 | +$78 | 0.5% |
| Cambridge Investment Research Advisors, Inc. | 55,058 | +1,051 | $557 | +$73 | 1.9% |
| BESSEMER GROUP INC | 23,280 | +1,013 | $236 | +$37 | 4.5% |
| Thrivent Financial for Lutherans | 24,002 | +364 | $242 | +$30 | 1.5% |
| CWM, LLC | 21,885 | +220 | $221 | +$27 | 1.0% |
| VALLEY NATIONAL ADVISERS INC | 997 | +470 | $10 | +$6 | 89.2% |