13F QoQ Ownership Changes
LEN-B Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 151 new · 272 added · 534 reduced · 166 exited
New Positions(151)
Added To(272)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GREENHAVEN ASSOCIATES INC | 10,094,147 | +440,753 | $1.04B | -$179.0M | 4.6% |
| TWO SIGMA INVESTMENTS, LP | 1,536,279 | +1,330,778 | $157.9M | +$132.0M | 647.6% |
| D. E. Shaw & Co., Inc. | 1,025,875 | +984,379 | $105.5M | +$100.2M | 2372.2% |
| Capital World Investors | 3,263,338 | +5,066 | $335.5M | -$75.2M | 0.1% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1,963,373 | +934,856 | $201.8M | +$72.2M | 90.9% |
| EAGLE CAPITAL MANAGEMENT LLC | 10,986,212 | +1,531,169 | $1.13B | -$62.3M | 16.2% |
| BANK OF NOVA SCOTIA | 490,105 | +455,174 | $50.4M | +$46.0M | 1303.1% |
| TWO SIGMA ADVISERS, LP | 676,725 | +461,770 | $69.6M | +$42.5M | 214.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,721,132 | +2,610 | $176.9M | -$39.7M | 0.1% |
| Invesco Ltd. | 2,118,574 | +107,389 | $217.8M | -$35.7M | 5.3% |
| JANE STREET GROUP, LLC | 1,997,058 | +646,161 | $205.3M | +$35.0M | 47.8% |
| Qube Research & Technologies Ltd | 468,595 | +349,295 | $48.2M | +$33.1M | 292.8% |
| ACR Alpine Capital Research, LLC | 3,215,072 | +335,041 | $330.5M | -$32.5M | 11.6% |
| AE Wealth Management LLC | 278,207 | +261,337 | $28.6M | +$26.5M | 1549.1% |
| Rakuten Investment Management, Inc. | 28,250 | +2,384 | $2.9M | -$24.6M | 9.2% |
| Squarepoint Ops LLC | 1,358,207 | +64,326 | $139.6M | -$23.5M | 5.0% |
| UBS Group AG | 1,102,937 | +37,646 | $113.4M | -$20.9M | 3.5% |
| JANUS HENDERSON GROUP PLC | 2,127,225 | +228,247 | $218.7M | -$20.7M | 12.0% |
| TUDOR INVESTMENT CORP ET AL | 422,272 | +238,772 | $43.4M | +$20.3M | 130.1% |
| NORTHERN TRUST CORP | 2,705,866 | +357,069 | $278.2M | -$17.9M | 15.2% |
| Point72 Asset Management, L.P. | 203,500 | +158,100 | $20.9M | +$15.2M | 348.2% |
| Amundi | 612,617 | +234,546 | $63.0M | +$15.2M | 62.0% |
| CAPITAL FUND MANAGEMENT S.A. | 562,136 | +211,636 | $57.8M | +$13.6M | 60.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 329,761 | +164,192 | $33.9M | +$13.0M | 99.2% |
| MUFG Securities EMEA plc | 114,245 | +109,889 | $11.7M | +$11.2M | 2522.7% |
| FRANKLIN RESOURCES INC | 275,950 | +138,522 | $28.4M | +$11.0M | 100.8% |
| BARCLAYS PLC | 856,192 | +17,200 | $94.7M | -$11.0M | 2.0% |
| Verition Fund Management LLC | 132,400 | +91,699 | $13.6M | +$8.5M | 225.3% |
| National Pension Service | 445,407 | +19,878 | $45.8M | -$7.8M | 4.7% |
| Rafferty Asset Management, LLC | 370,307 | +6,442 | $38.1M | -$7.8M | 1.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 194,817 | +87,600 | $20.0M | +$6.5M | 81.7% |
| Jump Financial, LLC | 178,866 | +83,455 | $18.4M | +$6.4M | 87.5% |
| ARMISTICE CAPITAL, LLC | 151,295 | +72,746 | $15.6M | +$5.7M | 92.6% |
| ExodusPoint Capital Management, LP | 167,385 | +74,101 | $17.2M | +$5.4M | 79.4% |
| MILLENNIUM MANAGEMENT LLC | 1,090,242 | +158,865 | $112.1M | -$5.3M | 17.1% |
| River Road Asset Management, LLC | 461,696 | +43,186 | $47.5M | -$5.3M | 10.3% |
| Prana Capital Management, LP | 432,132 | +39,105 | $44.4M | -$5.1M | 9.9% |
| Brave Warrior Advisors, LLC | 2,411,414 | +405,908 | $247.9M | -$4.9M | 20.2% |
| ADAPT Investment Managers SA | 414,143 | +114,143 | $42.6M | +$4.8M | 38.0% |
| AustralianSuper Pty Ltd | 198,353 | +1,546 | $20.4M | -$4.4M | 0.8% |
| ANTIPODES PARTNERS Ltd | 335,039 | +28,317 | $34.4M | -$4.2M | 9.2% |
| Corient Private Wealth LLC | 135,342 | +72,579 | $12.1M | +$4.2M | 115.6% |
| MARSHALL WACE, LLP | 205,837 | +68,126 | $21.2M | +$3.8M | 49.5% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 239,163 | +13,985 | $24.6M | -$3.8M | 6.2% |
| Concurrent Investment Advisors, LLC | 47,384 | +36,682 | $4.9M | +$3.5M | 342.8% |
| Empowered Funds, LLC | 69,810 | +39,522 | $7.2M | +$3.4M | 130.5% |
| Quantinno Capital Management LP | 230,461 | +17,977 | $23.7M | -$3.1M | 8.5% |
| Walleye Capital LLC | 235,680 | +13,908 | $24.1M | -$2.9M | 6.3% |
| PRUDENTIAL FINANCIAL INC | 129,944 | +1,091 | $13.4M | -$2.9M | 0.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 82,226 | +19,900 | $10.7M | +$2.8M | 31.9% |
| AVIVA PLC | 169,717 | +8,883 | $17.4M | -$2.8M | 5.5% |
| Federation des caisses Desjardins du Quebec | 125,129 | +2,214 | $12.9M | -$2.6M | 1.8% |
| XTX Topco Ltd | 34,868 | +26,120 | $3.6M | +$2.5M | 298.6% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 46,484 | +26,592 | $4.8M | +$2.3M | 133.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 130,220 | +6,994 | $13.4M | -$2.1M | 5.7% |
| Pictet Asset Management Holding SA | 273,798 | +34,199 | $28.2M | -$2.1M | 14.3% |
| AXQ CAPITAL, LP | 23,213 | +19,455 | $2.4M | +$1.9M | 517.7% |
| ABC ARBITRAGE SA | 26,900 | +18,519 | $2.8M | +$1.7M | 221.0% |
| NISA INVESTMENT ADVISORS, LLC | 82,086 | +3,597 | $8.4M | -$1.5M | 4.6% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 542,190 | +88,707 | $55.7M | -$1.4M | 19.6% |
| Creative Planning | 63,184 | +22,651 | $6.5M | +$1.4M | 55.9% |
| AMERICAN CENTURY COMPANIES INC | 504,675 | +103,951 | $51.9M | +$1.4M | 25.9% |
| Walleye Trading LLC | 376,075 | +67,735 | $24.2M | +$1.4M | 22.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 206,302 | +48,316 | $21.2M | +$1.3M | 30.6% |
| Stockman Wealth Management, Inc. | 64,719 | +1,743 | $6.7M | -$1.3M | 2.8% |
| Volterra Technologies LP | 19,088 | +13,652 | $2.0M | +$1.3M | 251.1% |
| M&T Bank Corp | 60,281 | +1,010 | $6.2M | -$1.3M | 1.7% |
| JGP Wealth Management, LLC | 61,122 | +2,360 | $6.3M | -$1.3M | 4.0% |
| CIBC Asset Management Inc | 51,149 | +18,499 | $5.3M | +$1.1M | 56.6% |
| Aster Capital Management (DIFC) Ltd | 10,799 | +10,542 | $1.1M | +$1.1M | 4101.9% |
| Pacific Heights Asset Management LLC | 225,000 | +50,000 | $23.1M | +$1.1M | 28.6% |
| CITIGROUP INC | 450,651 | +91,462 | $46.3M | +$1.1M | 25.5% |
| VICTORY CAPITAL MANAGEMENT INC | 287,804 | +44,805 | $29.6M | -$1.0M | 18.4% |
| Focus Partners Wealth | 14,837 | +10,909 | $1.5M | +$1.0M | 277.7% |
| CUTLER INVESTMENT COUNSEL LLC | 42,464 | +15,802 | $4.4M | +$1.0M | 59.3% |
| Polymer Capital Management (US) LLC | 36,552 | +13,614 | $3.8M | +$866.4K | 59.4% |
| Neo Ivy Capital Management | 9,415 | +8,551 | $967.9K | +$859.0K | 989.7% |
| Legacy Trust | 53,795 | +3,115 | $5.5M | -$857.6K | 6.1% |
| Unison Advisors LLC | 37,661 | +148 | $3.9M | -$856.6K | 0.4% |
| CREDIT AGRICOLE S A | 75,611 | +7,365 | $7.8M | -$828.9K | 10.8% |
| Manning & Napier Advisors LLC | 37,783 | +881 | $3.9M | -$786.4K | 2.4% |
| KWMG, LLC | 46,672 | +2,375 | $4.8M | -$785.3K | 5.4% |
| Vident Advisory, LLC | 23,026 | +10,424 | $2.4M | +$778.8K | 82.7% |
| ProShare Advisors LLC | 39,670 | +1,179 | $4.1M | -$773.3K | 3.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 75,648 | +20,043 | $7.8M | +$768.2K | 36.0% |
| Pathstone Holdings, LLC | 33,351 | +519 | $3.4M | -$709.7K | 1.6% |
| Altshuler Shaham Ltd | 6,840 | +6,652 | $703.2K | +$679.5K | 3538.3% |
| USS Investment Management Ltd | 45,578 | +3,049 | $4.7M | -$674.3K | 7.2% |
| NOMURA HOLDINGS INC | 95,558 | +22,583 | $9.8M | +$625.6K | 30.9% |
| Freestone Capital Holdings, LLC | 31,307 | +945 | $3.2M | -$608.5K | 3.1% |
| Gotham Asset Management, LLC | 12,250 | +6,825 | $1.3M | +$575.5K | 125.8% |
| Boston Partners | 49,284 | +4,521 | $5.1M | -$575.5K | 10.1% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 36,087 | +2,333 | $3.7M | -$544.6K | 6.9% |
| United Asset Strategies, Inc. | 27,421 | +8,860 | $2.8M | +$479.5K | 47.7% |
| BLAIR WILLIAM & CO/IL | 22,050 | +288 | $2.3M | -$476.1K | 1.3% |
| ALLSTATE CORP | 14,824 | +6,415 | $1.5M | +$464.0K | 76.3% |
| SHUFRO ROSE & CO LLC | 59,599 | +2,229 | $6.1M | -$458.2K | 3.9% |
| AGF MANAGEMENT LTD | 25,426 | +1,059 | $2.6M | -$457.4K | 4.3% |
| Advisors Capital Management, LLC | 52,894 | +6,189 | $5.4M | -$449.1K | 13.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 28,396 | +8,745 | $2.9M | +$442.3K | 44.5% |
| Howard Capital Management Inc. | 35,273 | +3,073 | $3.6M | -$432.4K | 9.5% |
| Asset Management Advisors, LLC | 71,542 | +16,560 | $7.4M | +$424.6K | 30.1% |
| Balentine LLC | 7,477 | +4,729 | $768.6K | +$422.3K | 172.1% |
| Orion Porfolio Solutions, LLC | 17,725 | +130 | $1.8M | -$395.6K | 0.7% |
| Cambria Investment Management, L.P. | 72,775 | +8,527 | $7.5M | +$374.8K | 13.3% |
| Lodestone Wealth Management LLC | 17,482 | +255 | $1.8M | -$374.1K | 1.5% |
| Crossmark Global Holdings, Inc. | 16,036 | +11 | $1.6M | -$371.3K | 0.1% |
| RBF Capital, LLC | 9,018 | +4,509 | $927.0K | +$358.7K | 100.0% |
| Ameritas Advisory Services, LLC | 3,508 | +3,401 | $360.6K | +$347.1K | 3178.5% |
| Glenview Trust co | 16,189 | +279 | $1.7M | -$341.1K | 1.8% |
| TrueMark Investments, LLC | 23,474 | +1,676 | $2.4M | -$334.3K | 7.7% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 14,563 | +58 | $1.5M | -$331.1K | 0.4% |
| COMMERCE BANK | 14,359 | +29 | $1.5M | -$330.0K | 0.2% |
| Stamos Capital Partners, L.P. | 24,256 | +1,912 | $2.5M | -$322.7K | 8.6% |
| Beacon Pointe Advisors, LLC | 7,082 | +3,757 | $728.1K | +$308.9K | 113.0% |
| Mirae Asset Global Investments Co., Ltd. | 53,491 | +7,480 | $5.5M | -$300.4K | 16.3% |
| SIERRA SUMMIT ADVISORS LLC | 14,304 | +280 | $1.5M | -$297.1K | 2.0% |
| Abacus Planning Group, Inc. | 13,384 | +230 | $1.4M | -$282.1K | 1.7% |
| Knights of Columbus Asset Advisors LLC | 67,880 | +10,502 | $7.0M | -$253.9K | 18.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 37,664 | +4,947 | $3.9M | -$251.8K | 15.1% |
| Lakewood Asset Management LLC | 11,416 | +282 | $1.2M | -$229.7K | 2.5% |
| NEOS Investment Management LLC | 36,117 | +4,932 | $3.7M | -$217.7K | 15.8% |
| Ascent Group, LLC | 11,097 | +380 | $1.1M | -$210.0K | 3.5% |
| Strategic Investment Advisors / MI | 7,135 | +7,104 | $733.5K | -$206.4K | 22916.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 11,022 | +424 | $1.1M | -$202.7K | 4.0% |
| Portfolio Design Labs, LLC | 11,868 | +582 | $1.2M | -$202.4K | 5.2% |
| Accurate Wealth Management, LLC | 9,144 | +1,870 | $1.1M | +$201.3K | 25.7% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 8,618 | +59 | $885.9K | -$192.9K | 0.7% |
| Confluence Wealth Services, Inc. | 11,718 | +638 | $1.2M | -$191.9K | 5.8% |
| Global Retirement Partners, LLC | 3,320 | +2,070 | $341.3K | +$183.7K | 165.6% |
| Envestnet Portfolio Solutions, Inc. | 9,484 | +321 | $975.0K | -$179.9K | 3.5% |
| HB Wealth Management, LLC | 8,867 | +241 | $911.6K | -$175.7K | 2.8% |
| SECURED RETIREMENT ADVISORS, LLC | 11,854 | +831 | $1.2M | -$170.8K | 7.5% |
| QUADRANT CAPITAL GROUP LLC | 7,517 | +80 | $772.7K | -$164.6K | 1.1% |
| CIBC Private Wealth Group LLC | 7,338 | +65 | $754.3K | -$162.3K | 0.9% |
| Hurley Capital, LLC | 6,996 | +20 | $719.2K | -$160.0K | 0.3% |
| Equitable Holdings, Inc. | 4,106 | +2,012 | $422.1K | +$158.2K | 96.1% |
| Tower Research Capital LLC (TRC) | 3,805 | +1,899 | $391.2K | +$150.9K | 99.6% |
| Dorsey & Whitney Trust CO LLC | 7,430 | +195 | $763.8K | -$148.1K | 2.7% |
| BROWN ADVISORY INC | 6,374 | +8 | $655.2K | -$147.1K | 0.1% |
| Graham Capital Management, L.P. | 22,587 | +5,318 | $2.3M | +$145.4K | 30.8% |
| Beech Hill Advisors, Inc. | 12,619 | +1,176 | $1.3M | -$145.0K | 10.3% |
| Omnia Family Wealth, LLC | 6,349 | +26 | $652.7K | -$144.3K | 0.4% |
| Waverly Advisors, LLC | 5,334 | +2,123 | $548.4K | +$143.6K | 66.1% |
| Sowell Financial Services LLC | 7,752 | +314 | $796.9K | -$140.7K | 4.2% |
| SIGNATUREFD, LLC | 6,488 | +123 | $667.0K | -$135.3K | 1.9% |
| Investment Management Corp of Ontario | 14,297 | +3,630 | $1.5M | +$125.3K | 34.0% |
| RWA WEALTH PARTNERS, LLC | 3,721 | +1,624 | $382.5K | +$118.2K | 77.4% |
| DARK FOREST CAPITAL MANAGEMENT LP | 22,075 | +5,003 | $2.3M | +$117.6K | 29.3% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 8,343 | +624 | $857.7K | -$115.2K | 8.1% |
| Private Advisor Group, LLC | 6,637 | +339 | $682.3K | -$111.5K | 5.4% |
| CAPTRUST FINANCIAL ADVISORS | 13,477 | +1,611 | $1.4M | -$110.2K | 13.6% |
| GREENLEAF TRUST | 4,973 | +51 | $511.2K | -$109.1K | 1.0% |
| Gilbert & Cook, Inc. | 4,458 | +15 | $458.3K | -$101.7K | 0.3% |
| Wisconsin Wealth Advisors, LLC | 4,557 | +34 | $468.4K | -$101.6K | 0.8% |
| Smartleaf Asset Management LLC | 4,506 | +95 | $468.1K | -$95.1K | 2.1% |
| KDT Advisors, LLC | 4,823 | +169 | $495.8K | -$90.8K | 3.6% |
| Fifth Third Wealth Advisors LLC | 5,378 | +285 | $552.9K | -$89.1K | 5.6% |
| Argent Trust Co | 4,001 | +41 | $411.3K | -$87.8K | 1.0% |
| Quantum Private Wealth, LLC | 4,235 | +85 | $435.3K | -$87.8K | 2.0% |
| FEDERATED HERMES, INC. | 920 | +857 | $94.6K | +$86.6K | 1360.3% |
| NorthCrest Asset Manangement, LLC | 5,125 | +3 | $540.2K | -$85.4K | 0.1% |
| BROWN BROTHERS HARRIMAN & CO | 3,431 | +1,310 | $352.7K | +$85.4K | 61.8% |
| GeoWealth Management, LLC | 4,234 | +153 | $435.3K | -$79.1K | 3.7% |
| &PARTNERS | 31,336 | +6,410 | $3.2M | +$78.9K | 25.7% |
| Waterloo Capital, L.P. | 9,993 | +1,230 | $1.0M | -$77.2K | 14.0% |
| Limestone Investment Advisors LP | 3,730 | +140 | $383.4K | -$69.0K | 3.9% |
| Arkadios Wealth Advisors | 9,632 | +2,322 | $990.1K | +$68.7K | 31.8% |
| Ancora Advisors LLC | 646 | +637 | $66.4K | +$65.3K | 7077.8% |
| Texas Capital Bank Wealth Management Services Inc | 2,800 | +21 | $287.8K | -$62.4K | 0.8% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 2,842 | +31 | $292.2K | -$62.1K | 1.1% |
| YHB Investment Advisors, Inc. | 8,001 | +1,001 | $822.5K | -$59.8K | 14.3% |
| D.A. DAVIDSON & CO. | 6,357 | +1,646 | $653.5K | +$59.7K | 34.9% |
| Gryphon Financial Partners LLC | 5,897 | +1,561 | $606.2K | +$59.7K | 36.0% |
| Moors & Cabot, Inc. | 4,729 | +399 | $486.1K | -$59.6K | 9.2% |
| Stiles Financial Services Inc | 16,268 | +3,468 | $1.7M | +$59.1K | 27.1% |
| OXFORD ASSET MANAGEMENT LLP | 5,346 | +1,448 | $549.6K | +$58.3K | 37.1% |
| Aptus Capital Advisors, LLC | 2,647 | +36 | $272.1K | -$57.0K | 1.4% |
| Summit Financial, LLC | 2,623 | +36 | $269.6K | -$56.5K | 1.4% |
| Vontobel Holding Ltd. | 9,804 | +1,360 | $1.0M | -$56.4K | 16.1% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2,455 | +9 | $252.4K | -$55.9K | 0.4% |
| Ellsworth Advisors, LLC | 18,465 | +476 | $2.3M | +$54.8K | 2.6% |
| Northwest & Ethical Investments L.P. | 5,433 | +569 | $558.5K | -$54.5K | 11.7% |
| Clearstead Advisors, LLC | 892 | +595 | $91.7K | +$54.3K | 200.3% |
| JONES FINANCIAL COMPANIES LLLP | 7,321 | +924 | $752.6K | -$53.7K | 14.4% |
| Optas, LLC | 2,619 | +898 | $269.2K | +$52.3K | 52.2% |
| Merit Financial Group, LLC | 6,844 | +849 | $703.5K | -$52.2K | 14.2% |
| ORG Wealth Partners, LLC | 2,074 | +2 | $213.3K | -$47.9K | 0.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,296 | +53 | $236.0K | -$46.7K | 2.4% |
| Diversified Trust Co | 3,517 | +291 | $361.5K | -$45.1K | 9.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 4,181 | +423 | $429.8K | -$43.9K | 11.3% |
| Lido Advisors, LLC | 14,235 | +481 | $1.7M | -$40.8K | 3.5% |
| Compound Planning, Inc. | 2,972 | +231 | $305.6K | -$40.0K | 8.4% |
| INSIGNEO ADVISORY SERVICES, LLC | 2,992 | +253 | $307.6K | -$37.6K | 9.2% |
| Quent Capital, LLC | 1,858 | +47 | $191.0K | -$37.2K | 2.6% |
| CIDEL ASSET MANAGEMENT INC | 3,358 | +344 | $345.2K | -$34.7K | 11.4% |
| Spire Wealth Management | 517 | +359 | $53.1K | +$33.2K | 227.2% |
| 1620 INVESTMENT ADVISORS, INC. | 1,436 | +33 | $147.6K | -$29.2K | 2.4% |
| CVA Family Office, LLC | 1,269 | +9 | $130.5K | -$28.3K | 0.7% |
| Sequoia Financial Advisors, LLC | 13,595 | +2,283 | $1.4M | -$28.2K | 20.2% |
| Farther Finance Advisors, LLC | 3,033 | +782 | $311.8K | +$28.0K | 34.7% |
| FINANCIAL CONSULATE, INC | 1,282 | +16 | $131.8K | -$27.8K | 1.3% |
| TRUST CO OF OKLAHOMA | 2,786 | +295 | $286.4K | -$27.6K | 11.8% |
| Circle Wealth Management, LLC | 5,970 | +885 | $613.7K | -$27.2K | 17.4% |
| Integrated Wealth Concepts LLC | 35,908 | +6,834 | $3.7M | +$26.8K | 23.5% |
| Perigon Wealth Management, LLC | 5,562 | +814 | $571.8K | -$26.6K | 17.1% |
| MassMutual Private Wealth & Trust, FSB | 1,310 | +35 | $134.7K | -$26.0K | 2.7% |
| Essex Financial Services, Inc. | 2,039 | +173 | $209.6K | -$25.7K | 9.3% |
| SUMMITRY LLC | 3,368 | +816 | $346.2K | +$24.6K | 32.0% |
| Prestige Wealth Management Group LLC | 208 | +182 | $27.6K | +$24.3K | 700.0% |
| Transamerica Financial Advisors, LLC | 1,263 | +424 | $129.8K | +$24.1K | 50.5% |
| LRI Investments, LLC | 2,281 | +231 | $234.5K | -$23.9K | 11.3% |
| Legacy Capital Wealth Partners, LLC | 3,431 | +454 | $352.7K | -$22.6K | 15.3% |
| Callan Family Office, LLC | 6,443 | +1,013 | $662.3K | -$22.1K | 18.6% |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | +200 | $205.6K | -$21.3K | 11.1% |
| CATALYST FINANCIAL PARTNERS LLC | 2,138 | +234 | $219.8K | -$20.2K | 12.3% |
| MCF Advisors LLC | 874 | +5 | $89.9K | -$19.6K | 0.6% |
| HOWARD BAILEY SECURITIES, LLC | 1,761 | +132 | $222.0K | +$16.6K | 8.1% |
| Rossby Financial, LCC | 1,059 | +88 | $108.9K | -$15.6K | 9.1% |
| Westside Investment Management, Inc. | 690 | +9 | $71.0K | -$15.0K | 1.3% |
| AlphaQuest LLC | 7,190 | +1,221 | $739.1K | -$13.2K | 20.4% |
| CYBER HORNET ETFs LLC | 706 | +38 | $72.6K | -$11.6K | 5.7% |
| Geneos Wealth Management Inc. | 835 | +231 | $85.9K | +$9.7K | 38.2% |
| EVOKE WEALTH, LLC | 2,368 | +371 | $243.4K | -$8.4K | 18.6% |
| Deseret Mutual Benefit Administrators | 752 | +75 | $77.3K | -$8.0K | 11.1% |
| ORG Partners LLC | 143 | +88 | $14.7K | +$7.8K | 160.0% |
| Hilltop Partners LLC | 9,909 | +1,771 | $1.0M | -$7.1K | 21.8% |
| Disciplina Capital Management LLC | 297 | +1 | $30.5K | -$6.8K | 0.3% |
| Sunbelt Securities, Inc. | 74 | +60 | $7.6K | +$5.8K | 428.6% |
| Sound Income Strategies, LLC | 89 | +44 | $10.6K | +$5.3K | 97.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,431 | +304 | $147.1K | +$5.1K | 27.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 450 | +45 | $46.3K | -$4.8K | 11.1% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 2,374 | +402 | $244.0K | -$4.5K | 20.4% |
| NBC SECURITIES, INC. | 234 | +9 | $24.1K | -$4.3K | 4.0% |
| Fiduciary Alliance LLC | 19,247 | +3,582 | $2.0M | +$4.2K | 22.9% |
| Aspect Partners, LLC | 183 | +3 | $18.8K | -$3.9K | 1.7% |
| Global Wealth Strategies & Associates | 164 | +1 | $16.8K | -$3.7K | 0.6% |
| Parkside Financial Bank & Trust | 1,120 | +236 | $115.1K | +$3.7K | 26.7% |
| Red Door Wealth Management, LLC | 2,448 | +425 | $251.6K | -$3.4K | 21.0% |
| HUNTINGTON NATIONAL BANK | 3,951 | +702 | $406.2K | -$3.3K | 21.6% |
| S&T Bank/PA | 72 | +36 | $7.4K | +$2.9K | 100.0% |
| Salomon & Ludwin, LLC | 211 | +60 | $22.2K | +$2.6K | 39.7% |
| Addison Advisors LLC | 241 | +26 | $24.8K | -$2.3K | 12.1% |
| Legacy Wealth Managment, LLC/ID | 69 | +30 | $7.1K | +$2.2K | 76.9% |
| Root Financial Partners, LLC | 310 | +41 | $31.9K | -$2.0K | 15.2% |
| Legacy Bridge, LLC | 244 | +29 | $25.1K | -$2.0K | 13.5% |
| LINCLUDEN MANAGEMENT LTD | 69,917 | +3,851 | $7.2K | -$1.1K | 5.8% |
| Bay Harbor Wealth Management, LLC | 29 | +14 | $3.0K | +$1.1K | 93.3% |
| SJS Investment Consulting Inc. | 25 | +12 | $2.6K | +$932 | 92.3% |
| Truvestments Capital LLC | 56 | +3 | $5.8K | -$923 | 5.7% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 10,411 | +8,559 | $1.1K | +$836 | 462.1% |
| Physician Wealth Advisors, Inc. | 106 | +13 | $10.9K | -$825 | 14.0% |
| RATIONAL ADVISORS, INC. | 84 | +10 | $8.6K | -$692 | 13.5% |
| Valued Wealth Advisors LLC | 16 | +8 | $1.6K | +$635 | 100.0% |
| Steigerwald, Gordon & Koch Inc. | 202 | +33 | $20.8K | -$535 | 19.5% |
| Turning Point Benefit Group, Inc. | 6 | +4 | $616 | +$360 | 200.0% |
| High Note Wealth, LLC | 29 | +8 | $3.0K | +$334 | 38.1% |
| Employees Retirement System of Texas | 5,455 | +3,513 | $561 | +$316 | 180.9% |
| TFC Financial Management, Inc. | 9 | +4 | $926 | +$295 | 80.0% |
| Dogwood Wealth Management LLC | 30 | +4 | $3.1K | -$193 | 15.4% |
| Sachetta, LLC | 91 | +18 | $9.4K | +$154 | 24.6% |
| Sendero Wealth Management, LLC | 12,491 | +2,302 | $1.3M | -$146 | 22.6% |
| BOSTON FAMILY OFFICE LLC | 5,986 | +2,145 | $615 | +$131 | 55.8% |
| Parkwood LLC | 85,719 | +16,800 | $8.8K | +$125 | 24.4% |
| HANTZ FINANCIAL SERVICES, INC. | 3,352 | +1,532 | $345 | +$116 | 84.2% |
| Dunhill Financial, LLC | 8 | +1 | $778 | -$86 | 14.3% |
| CENTAURUS FINANCIAL, INC. | 3,814 | +82 | $392 | -$78 | 2.2% |
| Quaker Wealth Management, LLC | 14 | +2 | $1.4K | -$73 | 16.7% |
| CX Institutional | 2,943 | +36 | $303 | -$63 | 1.2% |
| Activest Wealth Management | 9 | +2 | $925 | +$43 | 28.6% |
| GW&K Investment Management, LLC | 172 | +3 | $18 | -$3 | 1.8% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 90 | +15 | $9 | $0 | 20.0% |