13F QoQ Ownership Changes
HNDAF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 73 new · 133 added · 174 reduced · 45 exited
New Positions(73)
Added To(133)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 864,741 | +680,217 | $25.5M | +$19.8M | 368.6% |
| DONALD SMITH & CO., INC. | 2,648,828 | +590,128 | $78.1M | +$14.7M | 28.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 439,203 | +402,390 | $12.9M | +$11.8M | 1093.1% |
| Qube Research & Technologies Ltd | 386,928 | +272,818 | $11.4M | +$7.9M | 239.1% |
| CITADEL ADVISORS LLC | 383,792 | +253,692 | $11.3M | +$7.3M | 195.0% |
| Point72 Asset Management, L.P. | 286,593 | +227,793 | $8.4M | +$6.6M | 387.4% |
| UBS Group AG | 397,086 | +221,392 | $11.7M | +$6.3M | 126.0% |
| BARCLAYS PLC | 92,870 | +91,815 | $2.7M | +$2.6M | 8702.8% |
| EQUITY INVESTMENT CORP | 2,302,204 | +27,965 | $67.9M | -$2.2M | 1.2% |
| AMERICAN CENTURY COMPANIES INC | 808,513 | +103,195 | $23.8M | +$2.1M | 14.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 396,440 | +70,289 | $11.7M | +$1.6M | 21.6% |
| XTX Topco Ltd | 65,005 | +54,473 | $1.9M | +$1.6M | 517.2% |
| Callan Family Office, LLC | 90,109 | +54,590 | $2.7M | +$1.6M | 153.7% |
| Aquatic Capital Management LLC | 97,622 | +50,303 | $2.9M | +$1.4M | 106.3% |
| Focus Partners Wealth | 54,880 | +46,233 | $1.6M | +$1.4M | 534.7% |
| JANE STREET GROUP, LLC | 92,815 | +44,534 | $2.7M | +$1.2M | 92.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 38,500 | +35,276 | $1.1M | +$1.0M | 1094.2% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 788,084 | +623 | $23.2M | -$1.0M | 0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 32,356 | +1,778 | $953.9K | +$952.9K | 5.8% |
| Generali Investments CEE, investicni spolecnost, a.s. | 144,429 | +29,766 | $4.3M | +$726.1K | 25.9% |
| FIRST TRUST ADVISORS LP | 1,198,316 | +72,476 | $35.3M | +$650.5K | 6.4% |
| QUADRANT CAPITAL GROUP LLC | 79,627 | +22,798 | $2.3M | +$597.1K | 40.1% |
| Dynamic Technology Lab Private Ltd | 28,051 | +20,260 | $827.0K | +$587.0K | 260.0% |
| BRANDES INVESTMENT PARTNERS, LP | 953,081 | +57,039 | $28.1M | +$498.8K | 6.4% |
| LPL Financial LLC | 140,291 | +18,124 | $4.1M | +$373.0K | 14.8% |
| RAYMOND JAMES FINANCIAL INC | 549,317 | +34,499 | $16.2M | +$339.3K | 6.7% |
| LOGAN CAPITAL MANAGEMENT INC | 174,454 | +17,790 | $5.1M | +$317.6K | 11.3% |
| BNP PARIBAS ARBITRAGE, SNC | 24,857 | +11,324 | $732.8K | +$316.0K | 83.7% |
| RITHOLTZ WEALTH MANAGEMENT | 111,933 | +14,288 | $3.3M | +$292.3K | 14.6% |
| QRG CAPITAL MANAGEMENT, INC. | 131,139 | +14,339 | $3.9M | +$268.5K | 12.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,194 | +7,979 | $477.4K | +$224.4K | 97.1% |
| Wealthspire Advisors, LLC | 7,498 | +7,414 | $221.0K | +$218.5K | 8826.2% |
| Global Retirement Partners, LLC | 12,973 | +7,546 | $382.4K | +$215.3K | 139.0% |
| ENVESTNET ASSET MANAGEMENT INC | 528,065 | +16,011 | $15.6M | -$203.9K | 3.1% |
| MML INVESTORS SERVICES, LLC | 42,437 | +7,820 | $1.3M | +$184.9K | 22.6% |
| Royal Fund Management, LLC | 77,707 | +9,186 | $2.3M | +$180.3K | 13.4% |
| Gilman Hill Asset Management, LLC | 184,830 | +2,252 | $5.4M | -$174.6K | 1.2% |
| RHUMBLINE ADVISERS | 31,277 | +6,330 | $922.0K | +$153.7K | 25.4% |
| ASSETMARK, INC | 236,540 | +5,167 | $7.0M | -$153.1K | 2.2% |
| BTC Capital Management, Inc. | 52,855 | +6,627 | $1.6M | +$134.8K | 14.3% |
| STATE STREET CORP | 123,375 | +9,407 | $3.6M | +$126.9K | 8.3% |
| Cetera Investment Advisers | 52,902 | +6,278 | $1.6M | +$123.5K | 13.5% |
| NewEdge Wealth, LLC | 128,821 | +9,719 | $3.8M | +$119.8K | 8.2% |
| Kathmere Capital Management, LLC | 16,807 | +4,546 | $495.5K | +$117.8K | 37.1% |
| Quantinno Capital Management LP | 378,162 | +12,615 | $11.1M | -$110.6K | 3.5% |
| CIBC WORLD MARKET INC. | 129,967 | +2,020 | $3.8M | -$109.3K | 1.6% |
| SEI INVESTMENTS CO | 172,765 | +3,977 | $5.1M | -$105.2K | 2.4% |
| Vise Technologies, Inc. | 56,709 | +5,694 | $1.7M | +$100.5K | 11.2% |
| IPG Investment Advisors LLC | 18,155 | +4,033 | $535.2K | +$100.3K | 28.6% |
| Cadence Bank | 117,801 | +1,874 | $3.5M | -$97.8K | 1.6% |
| Baird Financial Group, Inc. | 127,212 | +2,442 | $3.8M | -$92.7K | 1.9% |
| Tower Research Capital LLC (TRC) | 3,354 | +3,020 | $98.9K | +$88.6K | 904.2% |
| Bleakley Financial Group, LLC | 26,336 | +3,757 | $776.4K | +$81.0K | 16.6% |
| AMERIPRISE FINANCIAL INC | 88,335 | +1,271 | $2.6M | -$80.3K | 1.4% |
| JONES FINANCIAL COMPANIES LLLP | 16,014 | +3,988 | $472.1K | +$73.9K | 33.2% |
| WELLS FARGO & COMPANY/MN | 252,984 | +8,856 | $7.5M | -$61.2K | 3.6% |
| Brinker Capital Investments, LLC | 49,683 | +4,058 | $1.5M | +$59.4K | 8.9% |
| CHOREO, LLC | 20,040 | +2,600 | $593.6K | +$56.4K | 14.9% |
| Smartleaf Asset Management LLC | 17,334 | +2,841 | $513.4K | +$52.8K | 19.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35,566 | +881 | $1.0M | -$51.0K | 2.5% |
| NewEdge Advisors, LLC | 19,266 | +2,466 | $568.0K | +$50.5K | 14.7% |
| Bank of New York Mellon Corp | 82,731 | +5,033 | $2.4M | +$45.8K | 6.5% |
| Atria Investments, Inc | 13,884 | +2,060 | $409.3K | +$45.1K | 17.4% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,011 | +1,867 | $449.7K | +$44.9K | 14.2% |
| Envestnet Portfolio Solutions, Inc. | 9,279 | +1,741 | $273.5K | +$41.4K | 23.1% |
| Dynasty Wealth Management, LLC | 16,565 | +2,022 | $488.3K | +$40.4K | 13.9% |
| STIFEL FINANCIAL CORP | 115,401 | +6,233 | $3.4M | +$39.7K | 5.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 8,283 | +1,638 | $244.2K | +$39.5K | 24.6% |
| BANK OF MONTREAL /CAN/ | 31,653 | +2,562 | $933.1K | +$37.1K | 8.8% |
| Manchester Capital Management LLC | 2,720 | +1,226 | $80.2K | +$34.2K | 82.1% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 23,848 | +35 | $703.3K | -$30.0K | 0.1% |
| Cetera Trust Company, N.A | 10,370 | +1,400 | $305.7K | +$29.4K | 15.6% |
| Caitong International Asset Management Co., Ltd | 1,781 | +931 | $52.5K | +$26.3K | 109.5% |
| Kestra Advisory Services, LLC | 11,539 | +1,297 | $340.2K | +$24.7K | 12.7% |
| Neuberger Berman Group LLC | 18,670 | +50 | $550.4K | -$23.1K | 0.3% |
| Allspring Global Investments Holdings, LLC | 12,363 | +938 | $371.5K | +$23.0K | 8.2% |
| Transamerica Financial Advisors, Inc. | 2,457 | +779 | $72.4K | +$19.6K | 46.4% |
| Sivia Capital Partners, LLC | 10,085 | +1,061 | $297.3K | +$19.4K | 11.8% |
| Hedges Asset Management LLC | 15,800 | +100 | $465.8K | -$17.8K | 0.6% |
| Persium Advisors, LLC | 26,478 | +1,707 | $780.6K | +$17.6K | 6.9% |
| Ascent Group, LLC | 7,860 | +895 | $231.7K | +$17.2K | 12.8% |
| Private Advisor Group, LLC | 11,794 | +1,063 | $347.7K | +$17.1K | 9.9% |
| TRUIST FINANCIAL CORP | 8,593 | +849 | $253.3K | +$14.8K | 11.0% |
| XPONANCE, INC. | 8,184 | +829 | $241.3K | +$14.7K | 11.3% |
| Federation des caisses Desjardins du Quebec | 12,900 | +150 | $380.3K | -$12.3K | 1.2% |
| Atomi Financial Group, Inc. | 19,909 | +459 | $586.9K | -$12.1K | 2.4% |
| BROWN BROTHERS HARRIMAN & CO | 513 | +409 | $15.1K | +$11.9K | 393.3% |
| McGowan Group Asset Management, Inc. | 10,350 | +61 | $305.1K | -$11.8K | 0.6% |
| STEPHENS INC /AR/ | 11,666 | +162 | $343.9K | -$10.4K | 1.4% |
| SJS Investment Consulting Inc. | 543 | +343 | $16.0K | +$9.8K | 171.5% |
| MAI Capital Management | 3,359 | +398 | $99.0K | +$7.8K | 13.4% |
| Merit Financial Group, LLC | 6,842 | +46 | $201.7K | -$7.6K | 0.7% |
| CAPROCK Group, Inc. | 63,919 | +7,289 | $1.9M | -$7.1K | 12.9% |
| Bruce G. Allen Investments, LLC | 5,141 | +14 | $151.6K | -$6.4K | 0.3% |
| Steward Partners Investment Advisory, LLC | 5,342 | +48 | $157.5K | -$5.6K | 0.9% |
| Parkside Financial Bank & Trust | 839 | +200 | $24.7K | +$5.1K | 31.3% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 19,965 | +1,017 | $588.6K | +$5.0K | 5.4% |
| Larson Financial Group LLC | 910 | +193 | $26.8K | +$4.8K | 26.9% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 7,665 | +184 | $226.0K | -$4.5K | 2.5% |
| BRYN MAWR TRUST Co | 350 | +149 | $10.3K | +$4.1K | 74.1% |
| Bell Investment Advisors, Inc | 453 | +153 | $13.4K | +$4.1K | 51.0% |
| Versant Capital Management, Inc | 12,677 | +676 | $373.7K | +$4.1K | 5.6% |
| Rosenberg Matthew Hamilton | 6,052 | +376 | $178.4K | +$3.6K | 6.6% |
| Salomon & Ludwin, LLC | 451 | +113 | $13.6K | +$3.0K | 33.4% |
| HARBOUR INVESTMENTS, INC. | 7,265 | +400 | $214.2K | +$2.7K | 5.8% |
| Aaron Wealth Advisors LLC | 14,811 | +711 | $436.6K | +$2.3K | 5.0% |
| WPG Advisers, LLC | 941 | +111 | $27.7K | +$2.2K | 13.4% |
| Abound Wealth Management | 89 | +72 | $2.6K | +$2.1K | 423.5% |
| RNC CAPITAL MANAGEMENT LLC | 12,854 | +488 | $378.9K | -$1.9K | 3.9% |
| Rossby Financial, LCC | 2,079 | +30 | $61.3K | -$1.9K | 1.5% |
| PRIVATE TRUST CO NA | 430 | +71 | $12.7K | +$1.6K | 19.8% |
| NISA INVESTMENT ADVISORS, LLC | 1,326 | +102 | $39.1K | +$1.4K | 8.3% |
| Financial Management Professionals, Inc. | 1,239 | +22 | $36.5K | -$958 | 1.8% |
| Integrated Wealth Concepts LLC | 15,429 | +687 | $454.9K | +$801 | 4.7% |
| Newbridge Financial Services Group, Inc. | 1,018 | +18 | $30.0K | -$800 | 1.8% |
| FIFTH THIRD BANCORP | 4,863 | +233 | $143.4K | +$757 | 5.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 32 | +16 | $965 | +$472 | 100.0% |
| Winch Advisory Services, LLC | 462 | +10 | $13.6K | -$317 | 2.2% |
| Colonial Trust Co / SC | 109 | +17 | $3.2K | +$305 | 18.5% |
| UMB Bank, n.a. | 366 | +7 | $10.8K | -$267 | 1.9% |
| Virtu Financial LLC | 16,105 | +8,044 | $475 | +$227 | 99.8% |
| TD PRIVATE CLIENT WEALTH LLC | 103 | +11 | $3.0K | +$202 | 11.9% |
| Cornerstone Planning Group LLC | 222 | +17 | $6.5K | +$162 | 8.3% |
| HUNTINGTON NATIONAL BANK | 103 | +9 | $3.0K | +$141 | 9.6% |
| PARK AVENUE SECURITIES LLC | 40,409 | +5,530 | $1.2K | +$117 | 15.8% |
| Darwin Wealth Management, LLC | 69 | +1 | $2.0K | -$55 | 1.5% |
| Cambridge Investment Research Advisors, Inc. | 24,182 | +2,673 | $713 | +$51 | 12.4% |
| American Capital Advisory, LLC | 18 | +2 | $531 | +$38 | 12.5% |
| FINANCIAL CONSULATE, INC | 750 | +31 | $22.1K | -$36 | 4.3% |
| Janney Montgomery Scott LLC | 49,463 | +2,737 | $1.5K | +$19 | 5.8% |
| Smithfield Trust Co | 34 | +33 | $1 | +$1 | 3300.0% |
| BESSEMER GROUP INC | 3,958 | +137 | $117 | -$1 | 3.6% |
| Lido Advisors, LLC | 24,020 | +1 | $739.8K | $0 | 0.0% |
Reduced(174)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,477,779 | -1,596,235 | $102.5M | -$53.8M | -31.4% |
| BANK OF AMERICA CORP /DE/ | 2,735,631 | -1,464,649 | $80.6M | -$48.7M | -34.9% |
| MILLENNIUM MANAGEMENT LLC | 383,170 | -639,316 | $11.3M | -$20.2M | -62.5% |
| Fisher Asset Management, LLC | 10,532,249 | -40,256 | $310.5M | -$15.1M | -0.4% |
| GOLDMAN SACHS GROUP INC | 2,502,038 | -240,203 | $73.8M | -$10.7M | -8.8% |
| Mondrian Investment Partners LTD | 4,391,701 | -15,971 | $127.4M | -$9.3M | -0.4% |
| Royal Bank of Canada | 354,231 | -217,517 | $10.4M | -$5.6M | -38.0% |
| RENAISSANCE TECHNOLOGIES LLC | 322,100 | -162,100 | $9.5M | -$5.4M | -33.5% |
| BlackRock, Inc. | 2,239,792 | -63,358 | $66.0M | -$4.9M | -2.8% |
| NORTHERN TRUST CORP | 1,094,152 | -102,135 | $32.3M | -$4.6M | -8.5% |
| DIMENSIONAL FUND ADVISORS LP | 1,581,361 | -78,842 | $46.6M | -$4.5M | -4.7% |
| FMR LLC | 1,776,586 | -39,641 | $52.4M | -$3.6M | -2.2% |
| JPMORGAN CHASE & CO | 252,571 | -91,467 | $7.4M | -$3.2M | -26.6% |
| Russell Investments Group, Ltd. | 33,255 | -66,027 | $980.4K | -$2.1M | -66.5% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 24,705 | -39,199 | $728.3K | -$1.2M | -61.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 130,287 | -23,246 | $3.8M | -$888.0K | -15.1% |
| Crossmark Global Holdings, Inc. | 161,124 | -20,762 | $4.7M | -$852.2K | -11.4% |
| Addenda Capital Inc. | 179,400 | -19,583 | $5.3M | -$840.0K | -9.8% |
| Plan A Wealth LLC | 20,179 | -25,022 | $594.9K | -$732.0K | -55.4% |
| Vanguard Personalized Indexing Management, LLC | 100,960 | -17,737 | $3.0M | -$679.6K | -14.9% |
| Walleye Trading LLC | 28,300 | -19,250 | $834.3K | -$630.3K | -40.5% |
| Brooklyn Investment Group | 26,672 | -19,131 | $790.6K | -$601.4K | -41.8% |
| Ethic Inc. | 101,894 | -15,011 | $3.0M | -$596.8K | -12.8% |
| ADVISOR GROUP HOLDINGS, INC. | 66,748 | -13,894 | $2.0M | -$553.2K | -17.2% |
| Creative Planning | 161,769 | -10,244 | $4.8M | -$529.1K | -6.0% |
| Mariner, LLC | 120,992 | -11,838 | $3.6M | -$523.4K | -8.9% |
| Cerity Partners LLC | 73,544 | -13,689 | $2.2M | -$518.7K | -15.7% |
| AQR CAPITAL MANAGEMENT LLC | 137,231 | -10,952 | $4.0M | -$518.5K | -7.4% |
| Vident Advisory, LLC | 47,895 | -14,502 | $1.4M | -$509.8K | -23.2% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 72,935 | -9,150 | $2.2M | -$378.1K | -11.1% |
| SRS Capital Advisors, Inc. | 7,049 | -11,894 | $207.8K | -$375.6K | -62.8% |
| ALLIANCEBERNSTEIN L.P. | 132,856 | -4,511 | $3.9M | -$314.3K | -3.3% |
| Manning & Napier Advisors LLC | 119,469 | -1,340 | $3.5M | -$300.6K | -1.1% |
| CI Private Wealth, LLC | 54,541 | -6,753 | $1.6M | -$296.7K | -11.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 74,624 | -6,153 | $2.2M | -$288.0K | -7.6% |
| GROUP ONE TRADING, L.P. | 1,695 | -9,268 | $50.0K | -$287.7K | -84.5% |
| ADVISORY RESEARCH INC | 142,234 | -2,631 | $4.2M | -$268.8K | -1.8% |
| PNC Financial Services Group, Inc. | 49,154 | -6,305 | $1.4M | -$259.1K | -11.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 176,833 | -134 | $5.2M | -$237.5K | -0.1% |
| Ronald Blue Trust, Inc. | 5,690 | -6,584 | $167.7K | -$210.3K | -53.6% |
| AlphaCore Capital LLC | 34,114 | -5,239 | $1.0M | -$206.4K | -13.3% |
| CITIGROUP INC | 9,261 | -6,195 | $273.0K | -$203.0K | -40.1% |
| Naviter Wealth, LLC | 34,523 | -5,066 | $1.0M | -$201.6K | -12.8% |
| Farther Finance Advisors, LLC | 3,887 | -6,264 | $114.6K | -$198.1K | -61.7% |
| Advisors Asset Management, Inc. | 15,985 | -5,643 | $471.2K | -$194.9K | -26.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 26,151 | -5,200 | $770.9K | -$194.7K | -16.6% |
| Summit Trail Advisors, LLC | 7,465 | -5,390 | $220.1K | -$184.6K | -41.9% |
| Advisory Services Network, LLC | 20,418 | -4,765 | $601.9K | -$173.7K | -18.9% |
| EARNEST PARTNERS LLC | 30,336 | -4,026 | $894.3K | -$164.0K | -11.7% |
| Savant Capital, LLC | 21,332 | -4,394 | $628.9K | -$163.5K | -17.1% |
| US BANCORP \DE\ | 68,908 | -2,083 | $2.0M | -$155.1K | -2.9% |
| Sequoia Financial Advisors, LLC | 25,033 | -3,927 | $738.0K | -$154.0K | -13.6% |
| Ballentine Partners, LLC | 10,448 | -4,488 | $308.0K | -$152.0K | -30.0% |
| HighTower Advisors, LLC | 64,877 | -2,124 | $1.9M | -$151.1K | -3.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,283 | -3,123 | $715.9K | -$128.2K | -11.4% |
| Gallacher Capital Management LLC | 12,314 | -3,506 | $363.0K | -$124.2K | -22.2% |
| Pathstone Holdings, LLC | 68,088 | -943 | $2.0M | -$118.9K | -1.4% |
| Legacy Wealth Asset Management, LLC | 43,993 | -1,540 | $1.3M | -$105.5K | -3.4% |
| Harrington Investments, INC | 34,523 | -1,875 | $1.0M | -$103.3K | -5.2% |
| BSW Wealth Partners | 11,802 | -2,793 | $347.9K | -$101.6K | -19.1% |
| SIGNATUREFD, LLC | 35,615 | -1,683 | $1.0M | -$98.9K | -4.5% |
| Apollon Wealth Management, LLC | 15,390 | -2,544 | $453.7K | -$98.7K | -14.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 52,653 | -890 | $1.6M | -$96.9K | -1.7% |
| IEQ CAPITAL, LLC | 33,275 | -1,504 | $980.9K | -$90.3K | -4.3% |
| SYON CAPITAL LLC | 13,293 | -1,976 | $391.9K | -$78.4K | -12.9% |
| Baker Ellis Asset Management LLC | 8,100 | -1,950 | $238.8K | -$70.8K | -19.4% |
| CAPTRUST FINANCIAL ADVISORS | 30,546 | -985 | $900.5K | -$70.7K | -3.1% |
| TRED AVON FAMILY WEALTH, LLC | 25,550 | -990 | $753.2K | -$64.2K | -3.7% |
| Johnson Financial Group, Inc. | 918 | -2,011 | $27.1K | -$63.2K | -68.7% |
| Hudson Portfolio Management LLC | 47,640 | 0 | $1.4M | -$62.9K | 0.0% |
| Forum Financial Management, LP | 42,418 | 0 | $1.3M | -$56.0K | 0.0% |
| Investors Research Corp | 27,983 | -550 | $824.9K | -$53.9K | -1.9% |
| Optas, LLC | 8,378 | -1,262 | $247.0K | -$49.9K | -13.1% |
| 180 WEALTH ADVISORS, LLC | 12,790 | -894 | $377.1K | -$44.4K | -6.5% |
| Rockefeller Capital Management L.P. | 8,874 | -1,054 | $261.7K | -$44.2K | -10.6% |
| Valeo Financial Advisors, LLC | 9,054 | -888 | $266.9K | -$39.3K | -8.9% |
| Vestmark Advisory Solutions, Inc. | 26,824 | -78 | $790.8K | -$37.8K | -0.3% |
| EverSource Wealth Advisors, LLC | 9,952 | -771 | $293.4K | -$36.9K | -7.2% |
| Tripletail Wealth Management, LLC | 5,434 | -603 | $160.2K | -$32.1K | -10.0% |
| Checchi Capital Advisers, LLC | 8,439 | -668 | $248.8K | -$31.7K | -7.3% |
| Parallel Advisors, LLC | 11,766 | -479 | $346.9K | -$30.3K | -3.9% |
| NBC SECURITIES, INC. | 16,845 | -238 | $496.6K | -$29.6K | -1.4% |
| PDS Planning, Inc | 10,354 | -483 | $305.2K | -$28.5K | -4.5% |
| GAMMA Investing LLC | 6,384 | -650 | $188.2K | -$28.4K | -9.2% |
| Nicholas Hoffman & Company, LLC. | 17,989 | -115 | $530.3K | -$27.3K | -0.6% |
| Prospera Financial Services Inc | 12,525 | -285 | $369.3K | -$25.3K | -2.2% |
| Ovata Capital Management Ltd | 14,062 | 0 | $413.7K | -$22.8K | 0.0% |
| Westside Investment Management, Inc. | 466 | -700 | $14.0K | -$22.0K | -60.0% |
| Legacy Capital Wealth Partners, LLC | 11,082 | -193 | $326.7K | -$20.6K | -1.7% |
| M&T Bank Corp | 8,519 | -261 | $250.8K | -$19.6K | -3.0% |
| AFT, FORSYTH & COMPANY, INC. | 1,273 | 0 | $248.3K | -$19.6K | 0.0% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 14,794 | -340 | $448.3K | -$17.9K | -2.2% |
| Waverly Advisors, LLC | 11,213 | -84 | $330.6K | -$17.4K | -0.7% |
| Legacy Capital Group California, Inc. | 8,989 | -97 | $265.0K | -$14.9K | -1.1% |
| American Trust Investment Advisors, LLC | 9,585 | 0 | $282.6K | -$12.7K | 0.0% |
| Root Financial Partners, LLC | 1,217 | -285 | $35.9K | -$10.4K | -19.0% |
| West Family Investments, Inc. | 7,236 | 0 | $213.3K | -$9.6K | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 2,574 | -179 | $75.9K | -$8.9K | -6.5% |
| Knights of Columbus Asset Advisors LLC | 6,551 | 0 | $193.1K | -$8.6K | 0.0% |
| HM PAYSON & CO | 231 | -225 | $6.8K | -$6.8K | -49.3% |
| True Wealth Design, LLC | 186 | -202 | $5.5K | -$6.5K | -52.1% |
| Cromwell Holdings LLC | 3,704 | 0 | $109.2K | -$4.9K | 0.0% |
| Pflug Koory, LLC | 3,113 | 0 | $91.8K | -$4.1K | 0.0% |
| Independence Bank of Kentucky | 76 | -130 | $2.2K | -$4.1K | -63.1% |
| CIBC Private Wealth Group, LLC | 2,659 | -18 | $78.4K | -$4.1K | -0.7% |
| Grove Bank & Trust | 1,513 | -13 | $44.6K | -$2.4K | -0.8% |
| TRUST CO OF TOLEDO NA /OH/ | 1,600 | 0 | $47.2K | -$2.1K | 0.0% |
| Retirement Wealth Solutions LLC | 26 | -57 | $767 | -$1.8K | -68.7% |
| Spire Wealth Management | 391 | -37 | $11.5K | -$1.7K | -8.6% |
| CVA Family Office, LLC | 317 | -35 | $9.3K | -$1.5K | -9.9% |
| PROFFITT & GOODSON INC | 371 | -32 | $10.9K | -$1.5K | -7.9% |
| NATIXIS ADVISORS, L.P. | 161,906 | -39,535 | $4.8K | -$1.4K | -19.6% |
| MONTAG A & ASSOCIATES INC | 335 | -30 | $9.9K | -$1.4K | -8.2% |
| LRI Investments, LLC | 1,031 | 0 | $30.4K | -$1.4K | 0.0% |
| Anchor Investment Management, LLC | 1,000 | 0 | $29.5K | -$1.3K | 0.0% |
| WealthCollab, LLC | 916 | 0 | $27.0K | -$1.2K | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 511 | -16 | $15.1K | -$1.2K | -3.0% |
| Asset Planning,Inc | 865 | 0 | $25.5K | -$1.1K | 0.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47 | -35 | $1.4K | -$1.1K | -42.7% |
| Bare Financial Services, Inc | 127 | -31 | $3.7K | -$1.1K | -19.6% |
| PARADIGM ASSET MANAGEMENT CO LLC | 800 | 0 | $23.6K | -$1.1K | 0.0% |
| CBIZ Investment Advisory Services, LLC | 500 | 0 | $14.7K | -$1.0K | 0.0% |
| NBT BANK N A /NY | 29 | -2 | $19.2K | -$858 | -6.5% |
| Oakworth Capital, Inc. | 600 | 0 | $17.7K | -$792 | 0.0% |
| TCTC Holdings, LLC | 549 | 0 | $16.2K | -$724 | 0.0% |
| Costello Asset Management, INC | 500 | 0 | $14.7K | -$660 | 0.0% |
| FEDERATED HERMES, INC. | 117 | -14 | $3.4K | -$586 | -10.7% |
| JFS WEALTH ADVISORS, LLC | 439 | 0 | $12.9K | -$580 | 0.0% |
| Vermillion Wealth Management, Inc. | 415 | 0 | $12.2K | -$548 | 0.0% |
| FLAGSHIP WEALTH ADVISORS, LLC | 411 | 0 | $12.1K | -$543 | 0.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 409 | 0 | $12.1K | -$540 | 0.0% |
| MTM Investment Management, LLC | 406 | 0 | $12.0K | -$536 | 0.0% |
| HHM Wealth Advisors, LLC | 400 | 0 | $11.8K | -$528 | 0.0% |
| Geneos Wealth Management Inc. | 373 | 0 | $11.0K | -$492 | 0.0% |
| HIGHLINE WEALTH PARTNERS LLC | 261 | -4 | $7.7K | -$468 | -1.5% |
| Private Wealth Asset Management, LLC | 342 | 0 | $10.1K | -$452 | 0.0% |
| Pinnacle Bancorp, Inc. | 324 | 0 | $9.6K | -$427 | 0.0% |
| UMA Financial Services, Inc. | 229 | -4 | $6.8K | -$426 | -1.7% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 255 | -13,297 | $8 | -$423 | -98.1% |
| Glen Eagle Advisors, LLC | 300 | 0 | $8.8K | -$396 | 0.0% |
| FOSTER & MOTLEY INC | 65,403 | -9,097 | $1.9K | -$367 | -12.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 202 | -3 | $6.0K | -$359 | -1.5% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 250 | 0 | $7.4K | -$330 | 0.0% |
| LSV ASSET MANAGEMENT | 190,680 | -2,500 | $5.6K | -$329 | -1.3% |
| HANTZ FINANCIAL SERVICES, INC. | 63,466 | -7,139 | $1.9K | -$304 | -10.1% |
| CoreCap Advisors, LLC | 210 | 0 | $6.2K | -$277 | 0.0% |
| Caldwell Trust Co | 205 | 0 | $6.0K | -$271 | 0.0% |
| YANKCOM Partnership | 204 | 0 | $6.0K | -$269 | 0.0% |
| Key Financial Inc | 183 | 0 | $5.4K | -$247 | 0.0% |
| AdvisorNet Financial, Inc | 156 | 0 | $4.6K | -$206 | 0.0% |
| COUNTRY TRUST BANK | 131 | 0 | $3.9K | -$173 | 0.0% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 123 | 0 | $3.6K | -$162 | 0.0% |
| CNB Bank | 100 | 0 | $2.9K | -$132 | 0.0% |
| Financial Perspectives, Inc | 100 | 0 | $2.9K | -$132 | 0.0% |
| North Star Investment Management Corp. | 97 | 0 | $2.9K | -$128 | 0.0% |
| REDMONT WEALTH ADVISORS LLC | 174 | 0 | $5.1K | +$114 | 0.0% |
| Summit Global Investments | 17,713 | -2,482 | $522 | -$100 | -12.3% |
| Curat Global, LLC | 75 | 0 | $2.2K | -$99 | 0.0% |
| Strategic Advocates LLC | 75 | 0 | $2.2K | -$88 | 0.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 65 | 0 | $1.9K | -$86 | 0.0% |
| SWAN Capital LLC | 42 | 0 | $1.2K | -$56 | 0.0% |
| CALDWELL SUTTER CAPITAL, INC. | 43 | 0 | $1.3K | -$56 | 0.0% |
| CWM, LLC | 3,300 | -1,246 | $97 | -$43 | -27.4% |
| HERITAGE INVESTORS MANAGEMENT CORP | 14,955 | -543 | $441 | -$36 | -3.5% |
| ST GERMAIN D J CO INC | 16 | 0 | $472 | -$21 | 0.0% |
| Vermillion & White Wealth Management Group, LLC | 13 | 0 | $383 | -$17 | 0.0% |
| CENTRAL TRUST Co | 13 | 0 | $384 | -$17 | 0.0% |
| Turning Point Benefit Group, Inc. | 10 | 0 | $294 | -$14 | 0.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | 0 | $295 | -$13 | 0.0% |
| GHP Investment Advisors, Inc. | 10 | 0 | $295 | -$13 | 0.0% |
| Golden State Wealth Management, LLC | 1 | 0 | $37 | -$2 | 0.0% |
| GW&K Investment Management, LLC | 171 | -29 | $5 | -$1 | -14.5% |
| HAZLETT, BURT & WATSON, INC. | 952 | 0 | $28 | -$1 | 0.0% |
| Navigoe, LLC | 74 | 0 | $2 | $0 | 0.0% |