13F QoQ Ownership Changes
LAMR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 106 new · 235 added · 334 reduced · 69 exited
New Positions(106)
Added To(235)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,848,355 | +113,577 | $1.25B | +$54.9M | 1.2% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 389,812 | +316,992 | $45.9M | +$37.0M | 435.3% |
| Quantinno Capital Management LP | 452,427 | +233,430 | $57.3M | +$30.5M | 106.6% |
| TWO SIGMA INVESTMENTS, LP | 241,002 | +207,991 | $30.5M | +$26.5M | 630.1% |
| Select Equity Group, L.P. | 354,586 | +167,956 | $44.9M | +$22.0M | 90.0% |
| DEUTSCHE BANK AG\ | 339,095 | +129,877 | $42.9M | +$17.3M | 62.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,027,080 | +64,824 | $256.6M | +$16.4M | 3.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,382,137 | +32,542 | $301.6M | +$13.9M | 1.4% |
| Invesco Ltd. | 1,068,531 | +76,541 | $135.3M | +$13.8M | 7.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 105,556 | +102,532 | $13.4M | +$13.0M | 3390.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,222,122 | +60,228 | $154.7M | +$12.5M | 5.2% |
| TWO SIGMA ADVISERS, LP | 110,900 | +87,900 | $14.0M | +$11.2M | 382.2% |
| MORGAN STANLEY | 1,190,570 | +40,584 | $150.7M | +$9.9M | 3.5% |
| Waverly Advisors, LLC | 77,139 | +69,489 | $9.8M | +$8.8M | 908.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,353,195 | +15,717 | $171.3M | +$7.6M | 1.2% |
| HighTower Advisors, LLC | 771,959 | +27,907 | $97.7M | +$6.6M | 3.8% |
| DIMENSIONAL FUND ADVISORS LP | 1,295,507 | +5,243 | $164.0M | +$6.0M | 0.4% |
| Berkshire Hathaway Inc | 1,202,410 | +300 | $152.2M | +$5.0M | 0.0% |
| D. E. Shaw & Co., Inc. | 43,078 | +37,452 | $5.5M | +$4.8M | 665.7% |
| JANE STREET GROUP, LLC | 112,850 | +30,913 | $14.3M | +$4.3M | 37.7% |
| STRS OHIO | 66,468 | +30,573 | $8.4M | +$4.0M | 85.2% |
| Corient Private Wealth LLC | 230,189 | +218,322 | $5.5M | +$4.0M | 1839.7% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 62,943 | +28,880 | $8.0M | +$3.8M | 84.8% |
| TUDOR INVESTMENT CORP ET AL | 203,465 | +21,616 | $25.8M | +$3.5M | 11.9% |
| RAYMOND JAMES FINANCIAL INC | 480,096 | +11,518 | $60.8M | +$3.4M | 2.5% |
| ASSETMARK, INC | 121,623 | +19,353 | $15.4M | +$2.9M | 18.9% |
| BARCLAYS PLC | 110,923 | +23,168 | $13.5M | +$2.7M | 26.4% |
| Russell Investments Group, Ltd. | 127,163 | +17,196 | $16.1M | +$2.6M | 15.6% |
| Markel Group Inc. | 185,000 | +15,000 | $23.4M | +$2.6M | 8.8% |
| Legal & General Group Plc | 232,235 | +10,265 | $29.4M | +$2.2M | 4.6% |
| Integrated Advisors Network LLC | 20,650 | +17,091 | $2.6M | +$2.2M | 480.2% |
| Focus Partners Wealth | 38,508 | +14,105 | $4.9M | +$1.9M | 57.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 89,997 | +11,933 | $11.4M | +$1.8M | 15.3% |
| Mariner, LLC | 101,140 | +11,178 | $12.8M | +$1.8M | 12.4% |
| Militia Capital Partners, LP | 18,000 | +14,000 | $2.3M | +$1.8M | 350.0% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 184,903 | +7,967 | $23.4M | +$1.7M | 4.5% |
| M&T Bank Corp | 22,487 | +13,214 | $2.8M | +$1.7M | 142.5% |
| LFL Advisers, LLC | 308,335 | +2,661 | $39.0M | +$1.6M | 0.9% |
| Voya Investment Management LLC | 39,463 | +11,538 | $5.0M | +$1.6M | 41.3% |
| HOWE & RUSLING INC | 49,552 | +9,367 | $6.3M | +$1.4M | 23.3% |
| CRAWFORD INVESTMENT COUNSEL INC | 209,241 | +3,676 | $26.5M | +$1.3M | 1.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 131,355 | +5,405 | $16.6M | +$1.2M | 4.3% |
| Royal Fund Management, LLC | 44,296 | +7,820 | $5.6M | +$1.1M | 21.4% |
| Entropy Technologies, LP | 21,170 | +8,455 | $2.7M | +$1.1M | 66.5% |
| Caprock Group, LLC | 16,644 | +8,630 | $2.1M | +$1.1M | 107.7% |
| MML INVESTORS SERVICES, LLC | 77,219 | +5,984 | $9.8M | +$1.1M | 8.4% |
| BENEDICT FINANCIAL ADVISORS INC | 22,699 | +7,337 | $2.9M | +$992.6K | 47.8% |
| SEI INVESTMENTS CO | 79,991 | +5,115 | $10.1M | +$959.3K | 6.8% |
| Willis Investment Counsel | 18,405 | +6,194 | $2.3M | +$834.8K | 50.7% |
| Revisor Wealth Management LLC | 11,512 | +5,798 | $1.5M | +$798.6K | 101.5% |
| Swiss National Bank | 171,238 | +700 | $21.7M | +$798.0K | 0.4% |
| INCEPTIONR LLC | 8,904 | +6,112 | $1.1M | +$785.3K | 218.9% |
| LPL Financial LLC | 115,107 | +2,341 | $14.6M | +$765.4K | 2.1% |
| FRANKLIN RESOURCES INC | 57,782 | +3,021 | $7.3M | +$610.2K | 5.5% |
| Skandinaviska Enskilda Banken AB (publ) | 10,247 | +4,595 | $1.3M | +$605.1K | 81.3% |
| MetLife Investment Management, LLC | 83,325 | +2,006 | $10.5M | +$592.2K | 2.5% |
| Blackston Financial Advisory Group, LLC | 7,285 | +4,928 | $867.8K | +$579.2K | 209.1% |
| Cetera Investment Advisers | 97,155 | +1,161 | $12.3M | +$546.1K | 1.2% |
| Aaron Wealth Advisors LLC | 7,297 | +4,208 | $923.7K | +$545.5K | 136.2% |
| TRUIST FINANCIAL CORP | 89,941 | +1,182 | $11.4M | +$518.9K | 1.3% |
| SYON CAPITAL LLC | 6,369 | +3,930 | $806.2K | +$507.6K | 161.1% |
| Gotham Asset Management, LLC | 72,949 | +1,666 | $9.2M | +$507.4K | 2.3% |
| NEOS Investment Management LLC | 12,031 | +3,630 | $1.5M | +$494.4K | 43.2% |
| NewEdge Advisors, LLC | 44,247 | +2,457 | $5.6M | +$484.8K | 5.9% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 16,284 | +3,381 | $2.1M | +$481.6K | 26.2% |
| LAZARD ASSET MANAGEMENT LLC | 8,785 | +3,535 | $1.1M | +$469.3K | 67.3% |
| Bleakley Financial Group, LLC | 17,145 | +3,189 | $2.2M | +$461.7K | 22.9% |
| PNC Financial Services Group, Inc. | 49,264 | +2,092 | $6.2M | +$461.0K | 4.4% |
| Kera Capital Partners, Inc. | 6,962 | +3,426 | $893.2K | +$460.3K | 96.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13,064 | +3,265 | $1.7M | +$454.0K | 33.3% |
| NEW ENGLAND ASSET MANAGEMENT INC | 59,860 | +1,455 | $7.6M | +$427.1K | 2.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 68,400 | +2,531 | $8.5M | +$426.1K | 3.8% |
| STEPHENS INC /AR/ | 43,008 | +2,002 | $5.4M | +$424.0K | 4.9% |
| ADVISORY RESEARCH INC | 60,425 | +1,290 | $7.6M | +$409.4K | 2.2% |
| Gilman Hill Asset Management, LLC | 82,512 | +507 | $10.4M | +$405.3K | 0.6% |
| Summit Trail Advisors, LLC | 12,408 | +2,881 | $1.6M | +$404.3K | 30.2% |
| Amundi | 5,150 | +3,102 | $651.9K | +$401.6K | 151.5% |
| Truvestments Capital LLC | 3,417 | +3,142 | $432.6K | +$398.9K | 1142.5% |
| Marks Group Wealth Management, Inc | 20,435 | +2,417 | $2.6M | +$380.9K | 13.4% |
| Virtue Capital Management, LLC | 3,713 | +1,287 | $647.6K | +$350.6K | 53.0% |
| IBEX WEALTH ADVISORS | 53,344 | +949 | $6.8M | +$338.1K | 1.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 41,342 | +1,248 | $5.2M | +$324.7K | 3.1% |
| Capital Investment Counsel, LLC | 60,133 | +585 | $7.6M | +$321.8K | 1.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 74,354 | +100 | $9.4M | +$321.6K | 0.1% |
| FIRST AMERICAN BANK | 13,948 | +2,152 | $1.8M | +$321.5K | 18.2% |
| Chicago Partners Investment Group LLC | 6,132 | +2,075 | $789.1K | +$304.8K | 51.1% |
| Adelante Capital Management LLC | 48,651 | +826 | $6.2M | +$303.0K | 1.7% |
| STIFEL FINANCIAL CORP | 50,972 | +710 | $6.5M | +$298.9K | 1.4% |
| Provident Investment Management, Inc. | 8,265 | +2,135 | $1.0M | +$295.7K | 34.8% |
| HOURGLASS CAPITAL, LLC | 48,163 | +680 | $6.1M | +$283.6K | 1.4% |
| Brooklyn Investment Group | 5,003 | +2,060 | $630.8K | +$270.6K | 70.0% |
| FIRST MANHATTAN CO. LLC. | 30,746 | +1,128 | $3.9M | +$266.0K | 3.8% |
| Kestra Advisory Services, LLC | 4,685 | +2,008 | $593.0K | +$265.3K | 75.0% |
| SWS Partners | 15,646 | +1,502 | $2.0M | +$249.0K | 10.6% |
| Signature Wealth Management Group | 34,151 | +837 | $4.3M | +$244.5K | 2.5% |
| Baker Avenue Asset Management, LP | 3,811 | +1,848 | $482.4K | +$242.1K | 94.1% |
| OPPENHEIMER & CO INC | 18,758 | +1,270 | $2.4M | +$233.5K | 7.3% |
| CIBC Private Wealth Group LLC | 22,741 | +920 | $2.9M | +$207.2K | 4.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,017 | +1,032 | $2.3M | +$201.3K | 6.1% |
| Creative Planning | 23,785 | +822 | $3.0M | +$199.6K | 3.6% |
| NewEdge Wealth, LLC | 3,790 | +1,407 | $479.7K | +$197.4K | 59.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,917 | +1,184 | $1.5M | +$194.6K | 11.0% |
| KLP KAPITALFORVALTNING AS | 19,300 | +900 | $2.4M | +$190.5K | 4.9% |
| Inscription Capital, LLC | 6,332 | +1,328 | $801.5K | +$188.9K | 26.5% |
| ProVise Management Group, LLC | 35,460 | +330 | $4.5M | +$187.9K | 0.9% |
| HUB Investment Partners, LLC | 3,305 | +1,387 | $418.3K | +$183.5K | 72.3% |
| MGO ONE SEVEN LLC | 6,273 | +1,201 | $794.0K | +$173.1K | 23.7% |
| Farther Finance Advisors, LLC | 5,018 | +1,230 | $635.1K | +$171.4K | 32.5% |
| Meridian Wealth Management, LLC | 32,762 | +223 | $4.1M | +$163.6K | 0.7% |
| VICTORY FINANCIAL GROUP, LLC | 4,126 | +1,177 | $522.3K | +$161.3K | 39.9% |
| Focus Partners Advisor Solutions, LLC | 5,390 | +1,166 | $682.3K | +$160.1K | 27.6% |
| PRINCIPAL SECURITIES, INC. | 14,868 | +789 | $1.9M | +$158.4K | 5.6% |
| Pathstone Holdings, LLC | 12,093 | +853 | $1.5M | +$154.7K | 7.6% |
| Federation des caisses Desjardins du Quebec | 6,846 | +970 | $866.6K | +$147.2K | 16.5% |
| AVENIR CORP | 6,780 | +950 | $858.2K | +$144.5K | 16.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,279 | +451 | $2.6M | +$139.6K | 2.3% |
| STANSBERRY ASSET MANAGEMENT, LLC | 15,619 | +579 | $2.0M | +$135.9K | 3.8% |
| Versant Capital Management, Inc | 1,547 | +1,047 | $195.8K | +$134.6K | 209.4% |
| HB Wealth Management, LLC | 9,499 | +732 | $1.2M | +$129.2K | 8.3% |
| Independent Solutions Wealth Management, LLC | 30,558 | +10 | $3.9M | +$128.3K | 0.0% |
| Chesley Taft & Associates LLC | 8,145 | +725 | $1.0M | +$122.6K | 9.8% |
| JB Capital LLC | 29,372 | +1 | $3.7M | +$122.3K | 0.0% |
| Patriot Financial Group Insurance Agency, LLC | 9,408 | +650 | $1.2M | +$118.8K | 7.4% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 25,588 | +45 | $3.2M | +$112.0K | 0.2% |
| Private Advisor Group, LLC | 13,637 | +444 | $1.7M | +$111.1K | 3.4% |
| Envestnet Portfolio Solutions, Inc. | 13,462 | +427 | $1.7M | +$108.3K | 3.3% |
| Ransom Advisory, Ltd | 1,169 | +809 | $145.6K | +$101.5K | 224.7% |
| Pictet Asset Management Holding SA | 12,883 | +381 | $1.6M | +$100.2K | 3.0% |
| QRG CAPITAL MANAGEMENT, INC. | 7,556 | +553 | $956.4K | +$99.1K | 7.9% |
| Orion Porfolio Solutions, LLC | 21,100 | +74 | $2.7M | +$96.8K | 0.3% |
| Advisors Asset Management, Inc. | 2,443 | +696 | $309.2K | +$95.4K | 39.8% |
| Steward Partners Investment Advisory, LLC | 10,832 | +385 | $1.4M | +$92.3K | 3.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 19,435 | +88 | $2.5M | +$91.6K | 0.5% |
| Wealthspire Advisors, LLC | 7,452 | +466 | $943.3K | +$88.0K | 6.7% |
| Argent Advisors, Inc. | 14,346 | +224 | $1.8M | +$87.1K | 1.6% |
| FIRST CITIZENS BANK & TRUST CO | 8,746 | +410 | $1.1M | +$86.6K | 4.9% |
| Klingman & Associates, LLC | 18,997 | +21 | $2.4M | +$81.6K | 0.1% |
| Atria Investments, Inc | 16,883 | +89 | $2.1M | +$81.1K | 0.5% |
| Spire Wealth Management | 1,681 | +602 | $212.8K | +$80.7K | 55.8% |
| Smartleaf Asset Management LLC | 2,162 | +557 | $274.2K | +$80.1K | 34.7% |
| Sage Capital Management, LLC | 14,386 | +131 | $1.8M | +$76.8K | 0.9% |
| Rockefeller Capital Management L.P. | 4,903 | +460 | $620.6K | +$76.7K | 10.3% |
| Accurate Wealth Management, LLC | 3,757 | +327 | $486.0K | +$74.5K | 9.5% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 13,262 | +150 | $1.7M | +$73.5K | 1.1% |
| Independent Advisor Alliance | 2,797 | +446 | $354.1K | +$66.3K | 19.0% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2,544 | +451 | $322.0K | +$65.8K | 21.5% |
| Prospera Financial Services Inc | 2,370 | +446 | $300.2K | +$64.4K | 23.2% |
| GAMCO INVESTORS, INC. ET AL | 7,445 | +273 | $942.4K | +$64.4K | 3.8% |
| Sterling Capital Management LLC | 618 | +485 | $78.2K | +$61.9K | 364.7% |
| HANCOCK WHITNEY CORP | 11,548 | +101 | $1.5M | +$60.4K | 0.9% |
| Concurrent Investment Advisors, LLC | 2,100 | +400 | $265.7K | +$57.6K | 23.5% |
| First National Advisers, LLC | 9,427 | +142 | $1.2M | +$56.6K | 1.5% |
| Wealth Advisory Solutions, LLC | 13,372 | +3 | $1.7M | +$56.0K | 0.0% |
| NBC SECURITIES, INC. | 4,220 | +308 | $534.2K | +$55.3K | 7.9% |
| BENJAMIN EDWARDS INC | 2,607 | +362 | $330.1K | +$55.1K | 16.1% |
| GeoWealth Management, LLC | 5,501 | +262 | $696.3K | +$54.9K | 5.0% |
| CARRET ASSET MANAGEMENT, LLC | 5,160 | +260 | $653.2K | +$53.3K | 5.3% |
| Apollon Wealth Management, LLC | 8,752 | +117 | $1.1M | +$50.7K | 1.4% |
| D.A. DAVIDSON & CO. | 2,842 | +304 | $359.8K | +$49.0K | 12.0% |
| Parallel Advisors, LLC | 1,524 | +346 | $193.0K | +$48.7K | 29.4% |
| Purkiss Capital Advisors LLC | 10,700 | +33 | $1.4M | +$48.6K | 0.3% |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 3,238 | +245 | $409.9K | +$43.5K | 8.2% |
| DoubleLine ETF Adviser LP | 5,615 | +123 | $710.7K | +$38.4K | 2.2% |
| HF Advisory Group, LLC | 5,602 | +108 | $709.1K | +$36.5K | 2.0% |
| NAPLES GLOBAL ADVISORS, LLC | 7,945 | +25 | $1.0M | +$36.1K | 0.3% |
| Gilbert & Cook, Inc. | 4,805 | +127 | $608.2K | +$35.5K | 2.7% |
| GAMMA Investing LLC | 1,500 | +236 | $189.9K | +$35.1K | 18.7% |
| GREENLEAF TRUST | 5,540 | +87 | $701.3K | +$33.7K | 1.6% |
| UMB Bank, n.a. | 1,126 | +236 | $142.5K | +$33.6K | 26.5% |
| Fulcrum Capital LLC | 4,313 | +125 | $545.9K | +$33.2K | 3.0% |
| SIGNATUREFD, LLC | 1,637 | +213 | $207.2K | +$32.9K | 14.9% |
| Crossmark Global Holdings, Inc. | 5,003 | +98 | $633.3K | +$32.8K | 2.0% |
| Segment Wealth Management, LLC | 4,555 | +94 | $576.6K | +$30.5K | 2.1% |
| Brookstone Capital Management | 3,049 | +132 | $385.9K | +$28.8K | 4.5% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 4,973 | +58 | $629.5K | +$27.8K | 1.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,977 | +149 | $249.8K | +$26.4K | 8.2% |
| Alliance Wealth Advisors, LLC | 3,510 | +94 | $444.3K | +$26.1K | 2.8% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 4,044 | +61 | $511.9K | +$24.4K | 1.5% |
| Cypress Wealth Services, LLC | 4,592 | +31 | $581.2K | +$22.8K | 0.7% |
| Ausdal Financial Partners, Inc. | 4,326 | +27 | $547.6K | +$21.4K | 0.6% |
| Sound Income Strategies, LLC | 251 | +151 | $33.2K | +$21.3K | 151.0% |
| RB Capital Management, LLC | 1,964 | +99 | $248.6K | +$20.3K | 5.3% |
| Austin Private Wealth, LLC | 2,508 | +73 | $317.5K | +$19.4K | 3.0% |
| Simplicity Wealth,LLC | 2,687 | +57 | $340.1K | +$18.1K | 2.2% |
| MASTER'S WEALTH MANAGEMENT INC. | 1,745 | +62 | $220.8K | +$14.8K | 3.7% |
| Checchi Capital Advisers, LLC | 2,113 | +46 | $267.5K | +$14.4K | 2.2% |
| Larson Financial Group LLC | 317 | +103 | $40.1K | +$13.9K | 48.1% |
| McGlone Suttner Wealth Management, Inc. | 2,463 | +28 | $311.8K | +$13.7K | 1.1% |
| REAP Financial Group, LLC | 706 | +84 | $89.4K | +$13.3K | 13.5% |
| MOODY NATIONAL BANK TRUST DIVISION | 2,246 | +30 | $284.3K | +$13.0K | 1.4% |
| Centurion Wealth Management LLC | 2,579 | +17 | $326.4K | +$12.8K | 0.7% |
| MITCHELL SINKLER & STARR/PA | 2,849 | +4 | $360.6K | +$12.3K | 0.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 715,787 | +76,409 | $90.6K | +$12.3K | 11.9% |
| Prosperity Consulting Group, LLC | 2,218 | +24 | $280.8K | +$12.2K | 1.1% |
| CFO4Life Group, LLC | 2,559 | +9 | $323.9K | +$11.8K | 0.3% |
| JOURNEY STRATEGIC WEALTH LLC | 2,303 | +18 | $291.5K | +$11.8K | 0.8% |
| Prestige Wealth Management Group LLC | 114 | +95 | $13.9K | +$11.6K | 500.0% |
| Gateway Wealth Partners, LLC | 1,978 | +28 | $250.3K | +$11.6K | 1.4% |
| Aviso Financial Inc. | 1,665 | +34 | $210.8K | +$11.1K | 2.1% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 351,328 | +74,900 | $44.5K | +$10.6K | 27.1% |
| Argent Trust Co | 1,776 | +25 | $224.8K | +$10.4K | 1.4% |
| First Heartland Consultants, Inc. | 1,809 | +22 | $229.0K | +$10.2K | 1.2% |
| World Investment Advisors | 2,641 | +471 | $275.3K | +$9.7K | 21.7% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1,947 | +4 | $246.5K | +$8.6K | 0.2% |
| SG Americas Securities, LLC | 75,297 | +57,520 | $9.5K | +$7.4K | 323.6% |
| MAI Capital Management | 469 | +38 | $59.4K | +$6.7K | 8.8% |
| FINANCIAL CONSULATE, INC | 1,024 | +12 | $129.6K | +$5.8K | 1.2% |
| HUNTINGTON NATIONAL BANK | 646 | +23 | $81.8K | +$5.5K | 3.7% |
| Parkside Financial Bank & Trust | 102 | +40 | $12.9K | +$5.3K | 64.5% |
| Root Financial Partners, LLC | 439 | +22 | $55.5K | +$4.5K | 5.3% |
| HARBOUR INVESTMENTS, INC. | 895 | +3 | $113.3K | +$4.2K | 0.3% |
| SouthState Corp | 37 | +27 | $4.7K | +$3.5K | 270.0% |
| Clearstead Trust, LLC | 33 | +25 | $4.2K | +$3.2K | 312.5% |
| MassMutual Private Wealth & Trust, FSB | 340 | +5 | $43.0K | +$2.0K | 1.5% |
| Vancity Investment Management Ltd | 56,589 | +13,980 | $7.2K | +$1.9K | 32.8% |
| Thrivent Financial for Lutherans | 34,586 | +13,974 | $4.4K | +$1.9K | 67.8% |
| Sunbelt Securities, Inc. | 25 | +9 | $3.2K | +$1.2K | 56.3% |
| Physician Wealth Advisors, Inc. | 143 | +4 | $18.1K | +$1.1K | 2.9% |
| Hurley Capital, LLC | 177 | +2 | $22.4K | +$1.0K | 1.1% |
| Golden State Wealth Management, LLC | 21 | +6 | $2.7K | +$822 | 40.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 79 | +4 | $10.0K | +$818 | 5.3% |
| Bogart Wealth, LLC | 54 | +4 | $6.8K | +$714 | 8.0% |
| Wiser Advisor Group LLC | 104 | +1 | $13.2K | +$615 | 1.0% |
| American Wealth Advisors, LLC | 94 | +1 | $11.9K | +$552 | 1.1% |
| HARBOR CAPITAL ADVISORS, INC. | 4,033 | +2,948 | $510 | +$377 | 271.7% |
| ELEVATION WEALTH PARTNERS, LLC | 24 | +2 | $3.0K | +$344 | 9.1% |
| Janney Montgomery Scott LLC | 41,796 | +188 | $5.3K | +$197 | 0.5% |
| Arete Wealth Advisors, LLC | 5,559 | +1,023 | $704 | +$149 | 22.6% |
| BESSEMER GROUP INC | 744 | +334 | $95 | +$45 | 81.5% |
| PARK AVENUE SECURITIES LLC | 2,634 | +237 | $333 | +$40 | 9.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 962 | +257 | $122 | +$36 | 36.5% |
| CHASE INVESTMENT COUNSEL CORP | 4,830 | +14 | $611 | +$22 | 0.3% |
| WEDBUSH SECURITIES INC | 2,401 | +70 | $304 | +$19 | 3.0% |
| Covestor Ltd | 276 | +41 | $35 | +$6 | 17.4% |
| Capital Advisors, Ltd. LLC | 55 | +24 | $7 | +$3 | 77.4% |