13F QoQ Ownership Changes
MEDP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 178 new · 253 added · 338 reduced · 70 exited
New Positions(178)
Added To(253)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 1,349,703 | +324,293 | $758.1M | +$239.9M | 31.6% |
| BlackRock, Inc. | 2,412,617 | +55,494 | $1.36B | +$143.1M | 2.4% |
| FMR LLC | 203,721 | +195,907 | $114.4M | +$110.4M | 2507.1% |
| FRANKLIN RESOURCES INC | 299,472 | +183,645 | $168.2M | +$108.6M | 158.6% |
| GOLDMAN SACHS GROUP INC | 347,049 | +166,654 | $194.9M | +$102.2M | 92.4% |
| UBS Group AG | 328,879 | +81,250 | $184.7M | +$57.4M | 32.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 375,033 | +60,883 | $210.6M | +$49.1M | 19.4% |
| Qube Research & Technologies Ltd | 153,685 | +78,905 | $86.3M | +$47.9M | 105.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 667,298 | +24,625 | $374.8M | +$44.4M | 3.8% |
| TUDOR INVESTMENT CORP ET AL | 89,242 | +66,232 | $50.1M | +$38.3M | 287.8% |
| Capital Impact Advisors, LLC | 83,962 | +56,967 | $47.2M | +$33.3M | 211.0% |
| FIRST TRUST ADVISORS LP | 67,685 | +57,861 | $38.0M | +$33.0M | 589.0% |
| Pacer Advisors, Inc. | 153,652 | +42,362 | $86.3M | +$29.1M | 38.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 117,259 | +37,795 | $65.9M | +$25.0M | 47.6% |
| MARSHALL WACE, LLP | 44,951 | +38,359 | $25.2M | +$21.9M | 581.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 47,802 | +36,198 | $26.8M | +$20.9M | 311.9% |
| IEQ CAPITAL, LLC | 95,278 | +29,907 | $53.5M | +$19.9M | 45.7% |
| Nuveen, LLC | 86,802 | +27,475 | $48.8M | +$18.2M | 46.3% |
| CITADEL ADVISORS LLC | 80,240 | +24,327 | $45.1M | +$16.3M | 43.5% |
| Cerity Partners LLC | 80,973 | +23,530 | $45.5M | +$15.9M | 41.0% |
| PRUDENTIAL FINANCIAL INC | 27,511 | +24,836 | $15.6M | +$14.3M | 928.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 142,356 | +13,757 | $80.0M | +$13.8M | 10.7% |
| Squarepoint Ops LLC | 34,169 | +23,630 | $19.2M | +$13.8M | 224.2% |
| Mariner, LLC | 37,780 | +22,942 | $21.2M | +$13.6M | 154.6% |
| Giverny Capital Inc. | 263,320 | +1,518 | $147.9M | +$13.3M | 0.6% |
| Candriam S.C.A. | 39,035 | +21,814 | $21.9M | +$13.1M | 126.7% |
| VICTORY CAPITAL MANAGEMENT INC | 49,858 | +19,319 | $28.0M | +$12.3M | 63.3% |
| CI INVESTMENTS INC. | 21,656 | +740 | $12.2M | +$12.2M | 3.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21,101 | +17,698 | $11.9M | +$11.8M | 520.1% |
| ENVESTNET ASSET MANAGEMENT INC | 124,944 | +11,295 | $70.2M | +$11.7M | 9.9% |
| Caisse de depot et placement du Quebec | 80,218 | +14,975 | $45.1M | +$11.5M | 22.9% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 89,741 | +9,380 | $52.1M | +$10.8M | 11.7% |
| JANUS HENDERSON GROUP PLC | 103,245 | +9,961 | $58.0M | +$10.0M | 10.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 189,787 | +1,210 | $106.6M | +$9.6M | 0.6% |
| AMERIPRISE FINANCIAL INC | 124,955 | +7,099 | $70.2M | +$9.5M | 6.0% |
| Smith Group Asset Management, LLC | 94,782 | +7,577 | $53.2M | +$8.4M | 8.7% |
| Dorsey Wright & Associates | 22,420 | +12,535 | $12.6M | +$7.5M | 126.8% |
| Trexquant Investment LP | 28,118 | +11,563 | $15.8M | +$7.3M | 69.8% |
| LPL Financial LLC | 36,837 | +10,480 | $20.7M | +$7.1M | 39.8% |
| Fisher Asset Management, LLC | 138,799 | +1,053 | $78.0M | +$7.1M | 0.8% |
| Allianz Asset Management GmbH | 14,207 | +12,149 | $8.0M | +$6.9M | 590.3% |
| NORDEN GROUP LLC | 13,038 | +11,804 | $7.3M | +$6.7M | 956.6% |
| Ensign Peak Advisors, Inc | 30,491 | +9,273 | $17.1M | +$6.2M | 43.7% |
| Transamerica Financial Advisors, LLC | 11,821 | +10,986 | $6.6M | +$6.2M | 1315.7% |
| Stephens Investment Management Group LLC | 119,117 | +391 | $66.9M | +$5.9M | 0.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 76,877 | +3,847 | $43.2M | +$5.6M | 5.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,942 | +6,749 | $13.4M | +$5.4M | 44.4% |
| Spire Wealth Management | 9,468 | +9,467 | $5.3M | +$5.3M | 946700.0% |
| LAZARD ASSET MANAGEMENT LLC | 20,038 | +8,372 | $11.3M | +$5.3M | 71.8% |
| Militia Capital Partners, LP | 12,600 | +8,400 | $6.9M | +$4.7M | 200.0% |
| Crossmark Global Holdings, Inc. | 10,475 | +8,195 | $5.9M | +$4.7M | 359.4% |
| PRUDENTIAL PLC | 14,360 | +7,637 | $8.1M | +$4.6M | 113.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 63,784 | +1,166 | $35.9M | +$4.4M | 1.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 28,064 | +5,840 | $15.8M | +$4.3M | 26.3% |
| Strategic Global Advisors, LLC | 11,031 | +7,257 | $6.2M | +$4.3M | 192.3% |
| LGT Fund Management Co Ltd. | 10,300 | +7,100 | $5.9M | +$4.1M | 221.9% |
| Engineers Gate Manager LP | 12,619 | +6,674 | $7.1M | +$4.0M | 112.3% |
| FIL Ltd | 14,844 | +6,271 | $8.3M | +$3.9M | 73.1% |
| Creative Planning | 17,508 | +5,702 | $9.8M | +$3.8M | 48.3% |
| CAPITAL FUND MANAGEMENT S.A. | 36,258 | +3,846 | $20.4M | +$3.7M | 11.9% |
| Cetera Investment Advisers | 20,070 | +4,649 | $11.3M | +$3.3M | 30.1% |
| California Public Employees Retirement System | 48,124 | +1,966 | $27.0M | +$3.3M | 4.3% |
| Legal & General Group Plc | 44,082 | +2,065 | $24.8M | +$3.2M | 4.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,041 | +3,625 | $14.1M | +$3.1M | 16.9% |
| Quantinno Capital Management LP | 10,544 | +4,390 | $5.9M | +$2.8M | 71.3% |
| CAPTRUST FINANCIAL ADVISORS | 45,357 | +782 | $25.5M | +$2.6M | 1.8% |
| WELLS FARGO & COMPANY/MN | 44,754 | +633 | $25.1M | +$2.5M | 1.4% |
| Merit Financial Group, LLC | 7,759 | +3,579 | $4.4M | +$2.2M | 85.6% |
| Edgestream Partners, L.P. | 5,399 | +3,786 | $3.0M | +$2.2M | 234.7% |
| Bridgewater Associates, LP | 34,302 | +1,072 | $19.3M | +$2.2M | 3.2% |
| Focus Partners Wealth | 8,171 | +3,419 | $4.6M | +$2.1M | 71.9% |
| AMERICAN CENTURY COMPANIES INC | 30,650 | +1,280 | $17.2M | +$2.1M | 4.3% |
| Sumitomo Mitsui Trust Group, Inc. | 4,927 | +3,627 | $2.8M | +$2.1M | 279.0% |
| Aberdeen Group plc | 42,748 | +94 | $24.0M | +$2.1M | 0.2% |
| Exit Wealth Advisors, LLC. | 4,249 | +3,391 | $2.4M | +$1.9M | 395.2% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,063 | +3,390 | $2.3M | +$1.9M | 503.7% |
| Empowered Funds, LLC | 19,617 | +1,780 | $11.0M | +$1.8M | 10.0% |
| Jefferies Financial Group Inc. | 10,713 | +2,481 | $6.0M | +$1.8M | 30.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 4,221 | +2,969 | $2.4M | +$1.8M | 237.1% |
| OSAIC HOLDINGS, INC. | 22,686 | +854 | $12.7M | +$1.7M | 3.9% |
| Tidal Investments LLC | 7,714 | +2,663 | $4.3M | +$1.7M | 52.7% |
| Ausbil Investment Management Ltd | 5,413 | +2,852 | $3.0M | +$1.6M | 111.4% |
| EULAV Asset Management | 32,518 | +7 | $18.3M | +$1.5M | 0.0% |
| Ascent Group, LLC | 18,387 | +1,056 | $10.3M | +$1.4M | 6.1% |
| COOKSON PEIRCE & CO INC | 2,900 | +2,423 | $1.6M | +$1.4M | 508.0% |
| Allspring Global Investments Holdings, LLC | 3,653 | +2,274 | $2.1M | +$1.3M | 164.9% |
| Empirical Finance, LLC | 6,996 | +1,800 | $3.9M | +$1.3M | 34.6% |
| Abacus FCF Advisors LLC | 21,153 | +490 | $11.9M | +$1.3M | 2.4% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 18,331 | +739 | $10.3M | +$1.3M | 4.2% |
| Hilltop Holdings Inc. | 2,762 | +2,176 | $1.6M | +$1.2M | 371.3% |
| CIBC WORLD MARKET INC. | 11,013 | +1,225 | $6.2M | +$1.2M | 12.5% |
| MML INVESTORS SERVICES, LLC | 6,014 | +1,613 | $3.4M | +$1.1M | 36.6% |
| Gotham Asset Management, LLC | 17,242 | +566 | $9.7M | +$1.1M | 3.4% |
| CASTLEARK MANAGEMENT LLC | 10,122 | +1,080 | $5.7M | +$1.0M | 11.9% |
| HighTower Advisors, LLC | 5,453 | +1,476 | $3.1M | +$1.0M | 37.1% |
| RENAISSANCE GROUP LLC | 20,042 | +116 | $11.3M | +$1.0M | 0.6% |
| NorthCrest Asset Manangement, LLC | 3,470 | +1,474 | $2.0M | +$974.7K | 73.8% |
| Palisades Investment Partners, LLC | 16,274 | +382 | $9.1M | +$969.4K | 2.4% |
| Pallas Capital Advisors LLC | 5,851 | +1,278 | $3.3M | +$935.0K | 27.9% |
| CABOT WEALTH MANAGEMENT INC | 18,540 | +90 | $10.4M | +$926.7K | 0.5% |
| CWA Asset Management Group, LLC | 2,827 | +1,536 | $1.6M | +$924.0K | 119.0% |
| Atria Investments, Inc | 5,413 | +1,198 | $3.0M | +$873.0K | 28.4% |
| GUGGENHEIM CAPITAL LLC | 4,263 | +1,301 | $2.4M | +$871.4K | 43.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 17,671 | +43 | $9.9M | +$861.3K | 0.2% |
| Global Retirement Partners, LLC | 1,773 | +1,393 | $995.8K | +$800.4K | 366.6% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,581 | +1,289 | $888.0K | +$737.8K | 441.4% |
| NEUBERGER BERMAN GROUP LLC | 4,317 | +1,020 | $2.4M | +$729.5K | 30.9% |
| Three Seasons Wealth, LLC | 1,657 | +1,265 | $930.7K | +$729.1K | 322.7% |
| Sivia Capital Partners, LLC | 2,115 | +1,087 | $1.2M | +$659.3K | 105.7% |
| O'Brien Greene & Co. Inc | 12,743 | +80 | $7.2M | +$646.3K | 0.6% |
| NOMURA HOLDINGS INC | 2,463 | +1,023 | $1.4M | +$643.0K | 71.0% |
| VestGen Investment Management | 2,513 | +1,016 | $1.4M | +$641.7K | 67.9% |
| Voleon Capital Management LP | 1,788 | +1,073 | $1.0M | +$636.6K | 150.1% |
| Illinois Municipal Retirement Fund | 2,408 | +971 | $1.4M | +$613.6K | 67.6% |
| FEDERATED HERMES, INC. | 12,027 | +24 | $6.8M | +$583.5K | 0.2% |
| BROWN ADVISORY INC | 3,306 | +822 | $1.9M | +$580.0K | 33.1% |
| Focus Partners Advisor Solutions, LLC | 5,592 | +1,105 | $3.1M | +$576.3K | 24.6% |
| Orion Porfolio Solutions, LLC | 4,250 | +691 | $2.4M | +$557.1K | 19.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,388 | +289 | $4.7M | +$546.9K | 3.6% |
| Waverly Advisors, LLC | 2,078 | +786 | $1.2M | +$502.8K | 60.8% |
| Krilogy Financial LLC | 3,969 | +805 | $2.4M | +$494.9K | 25.4% |
| Summit Trail Advisors, LLC | 1,657 | +792 | $930.7K | +$485.9K | 91.6% |
| Caerus Investment Advisors, LLC | 2,297 | +720 | $1.3M | +$479.3K | 45.6% |
| Chicago Partners Investment Group LLC | 1,918 | +748 | $1.1M | +$448.7K | 63.9% |
| &PARTNERS | 4,818 | +392 | $2.7M | +$430.9K | 8.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 2,227 | +630 | $1.3M | +$429.7K | 39.4% |
| BLAIR WILLIAM & CO/IL | 8,000 | +23 | $4.5M | +$391.7K | 0.3% |
| NewEdge Advisors, LLC | 1,904 | +575 | $1.1M | +$386.1K | 43.3% |
| QRG CAPITAL MANAGEMENT, INC. | 3,320 | +434 | $1.9M | +$380.8K | 15.0% |
| CIBC Private Wealth Group LLC | 904 | +654 | $507.7K | +$379.2K | 261.6% |
| Parcion Private Wealth LLC | 1,369 | +606 | $768.9K | +$376.6K | 79.4% |
| Sequoia Financial Advisors, LLC | 1,624 | +574 | $912.1K | +$372.3K | 54.7% |
| WADDELL & ASSOCIATES, LLC | 1,455 | +560 | $817.2K | +$357.0K | 62.6% |
| Dakota Wealth Management | 1,654 | +541 | $929.0K | +$356.7K | 48.6% |
| QUADRANT CAPITAL GROUP LLC | 2,993 | +417 | $1.7M | +$356.3K | 16.2% |
| DEUTSCHE BANK AG\ | 6,948 | +49 | $3.9M | +$355.2K | 0.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 5,589 | +150 | $3.1M | +$342.5K | 2.8% |
| EverSource Wealth Advisors, LLC | 2,016 | +477 | $1.1M | +$341.0K | 31.0% |
| Farther Finance Advisors, LLC | 2,129 | +423 | $1.2M | +$318.6K | 24.8% |
| NISA INVESTMENT ADVISORS, LLC | 1,183 | +504 | $664.4K | +$315.3K | 74.2% |
| Vanguard Personalized Indexing Management, LLC | 4,749 | +124 | $2.7M | +$288.0K | 2.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,784 | +384 | $1.0M | +$282.2K | 27.4% |
| Integrated Wealth Concepts LLC | 2,382 | +309 | $1.3M | +$272.0K | 14.9% |
| Independent Advisor Alliance | 1,434 | +390 | $805.4K | +$268.6K | 37.4% |
| GenTrust, LLC | 856 | +429 | $480.8K | +$261.2K | 100.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4,979 | +32 | $2.8M | +$252.9K | 0.6% |
| HB Wealth Management, LLC | 1,554 | +330 | $872.8K | +$243.5K | 27.0% |
| VestGen Advisors, LLC | 1,378 | +328 | $774.0K | +$234.1K | 31.2% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,282 | +335 | $720.0K | +$233.1K | 35.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4,460 | +40 | $2.5M | +$232.4K | 0.9% |
| Kestra Advisory Services, LLC | 1,085 | +332 | $609.4K | +$222.2K | 44.1% |
| Mirae Asset Global Investments Co., Ltd. | 1,438 | +281 | $807.7K | +$212.8K | 24.3% |
| ROTHSCHILD INVESTMENT LLC | 1,224 | +288 | $687.5K | +$206.2K | 30.8% |
| CIM, LLC | 4,265 | +6 | $2.4M | +$205.6K | 0.1% |
| Allegiance Financial Group Advisory Services LLC | 897 | +306 | $503.8K | +$199.9K | 51.8% |
| SBI Securities Co., Ltd. | 415 | +338 | $233.1K | +$193.5K | 439.0% |
| ProShare Advisors LLC | 2,171 | +166 | $1.2M | +$188.5K | 8.3% |
| JONES FINANCIAL COMPANIES LLLP | 1,010 | +242 | $567.3K | +$185.0K | 31.5% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 703 | +292 | $394.8K | +$183.5K | 71.0% |
| M&T Bank Corp | 1,084 | +251 | $608.9K | +$181.1K | 30.1% |
| Brooklyn Investment Group | 912 | +246 | $519.8K | +$177.4K | 36.9% |
| Inspire Advisors, LLC | 685 | +274 | $385.1K | +$173.6K | 66.7% |
| Ausdal Financial Partners, Inc. | 761 | +228 | $427.7K | +$153.7K | 42.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3,328 | +174 | $2.0M | +$151.3K | 5.5% |
| Global Financial Private Client, LLC | 1,572 | +146 | $882.9K | +$149.7K | 10.2% |
| Clearstead Advisors, LLC | 1,353 | +165 | $759.7K | +$149.1K | 13.9% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,193 | +94 | $726.4K | +$142.8K | 8.6% |
| Berkeley, Inc | 2,694 | +27 | $1.5M | +$141.8K | 1.0% |
| Diversify Advisory Services, LLC | 3,321 | +140 | $2.0M | +$139.2K | 4.4% |
| AlphaQuest LLC | 686 | +202 | $385.3K | +$136.4K | 41.7% |
| waypoint wealth counsel | 1,197 | +152 | $672.3K | +$135.0K | 14.5% |
| Meeder Advisory Services, Inc. | 1,904 | +61 | $1.1M | +$121.8K | 3.3% |
| SCHULHOFF & CO INC | 2,202 | +25 | $1.2M | +$117.4K | 1.1% |
| STRATEGY ASSET MANAGERS LLC | 623 | +170 | $349.9K | +$117.0K | 37.5% |
| PDS Planning, Inc | 2,374 | +8 | $1.3M | +$116.9K | 0.3% |
| EARNED WEALTH ADVISORS, LLC | 801 | +153 | $449.9K | +$116.7K | 23.6% |
| GAMMA Investing LLC | 872 | +125 | $489.8K | +$105.7K | 16.7% |
| EVOKE WEALTH, LLC | 896 | +122 | $503.2K | +$105.3K | 15.8% |
| RIVERSEDGE ADVISORS, LLC | 558 | +132 | $313.4K | +$94.4K | 31.0% |
| Savvy Advisors, Inc. | 717 | +116 | $402.7K | +$93.7K | 19.3% |
| Perigon Wealth Management, LLC | 1,023 | +85 | $574.6K | +$92.3K | 9.1% |
| Fi3 FINANCIAL ADVISORS, LLC | 558 | +127 | $313.4K | +$91.8K | 29.5% |
| OMERS ADMINISTRATION Corp | 750 | +100 | $421.2K | +$87.0K | 15.4% |
| Fielder Capital Group LLC | 818 | +87 | $459.4K | +$83.6K | 11.9% |
| Kera Capital Partners, Inc. | 1,138 | +9 | $662.9K | +$82.4K | 0.8% |
| Cullen/Frost Bankers, Inc. | 209 | +131 | $117.4K | +$77.3K | 167.9% |
| JOURNEY STRATEGIC WEALTH LLC | 942 | +58 | $529.1K | +$74.6K | 6.6% |
| Compound Planning, Inc. | 1,324 | +21 | $743.6K | +$73.7K | 1.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 503 | +96 | $282.5K | +$73.2K | 23.6% |
| Sterling Capital Management LLC | 160 | +126 | $89.9K | +$72.4K | 370.6% |
| Keebeck Wealth Management | 1,314 | +17 | $738.0K | +$71.1K | 1.3% |
| Portside Wealth Group, LLC | 1,106 | +31 | $621.2K | +$68.5K | 2.9% |
| BURNEY CO/ | 714 | +61 | $401.0K | +$65.3K | 9.3% |
| Motley Fool Asset Management LLC | 866 | +41 | $486.4K | +$62.2K | 5.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 951 | +32 | $534.1K | +$61.6K | 3.5% |
| NewEdge Wealth, LLC | 4,349 | +371 | $2.4M | +$60.5K | 9.3% |
| CoreCap Advisors, LLC | 171 | +96 | $96.0K | +$57.5K | 128.0% |
| Forum Financial Management, LP | 1,081 | +1 | $607.1K | +$51.9K | 0.1% |
| Activest Wealth Management | 110 | +90 | $61.8K | +$51.5K | 450.0% |
| Kaufman Rossin Wealth, LLC | 795 | +26 | $446.5K | +$51.1K | 3.4% |
| Balboa Wealth Partners | 600 | +42 | $337.0K | +$50.1K | 7.5% |
| Optimize Financial Inc | 884 | +12 | $496.5K | +$48.2K | 1.4% |
| Aprio Wealth Management, LLC | 649 | +33 | $364.5K | +$47.8K | 5.3% |
| Vontobel Holding Ltd. | 957 | +2 | $537.5K | +$46.5K | 0.2% |
| State of Wyoming | 222 | +66 | $124.7K | +$44.5K | 42.3% |
| Brown Miller Wealth Management, LLC | 685 | +12 | $384.7K | +$38.7K | 1.8% |
| SJS Investment Consulting Inc. | 72 | +68 | $40.4K | +$38.4K | 1700.0% |
| Fifth Third Wealth Advisors LLC | 739 | +2 | $415.1K | +$36.1K | 0.3% |
| True Wealth Design, LLC | 264 | +43 | $148.3K | +$34.6K | 19.4% |
| UMB Bank, n.a. | 450 | +24 | $252.7K | +$33.7K | 5.6% |
| Baird Financial Group, Inc. | 649 | +3 | $364.5K | +$32.4K | 0.5% |
| Hardy Reed LLC | 636 | +4 | $357.2K | +$32.3K | 0.6% |
| Valeo Financial Advisors, LLC | 444 | +21 | $249.2K | +$31.9K | 5.0% |
| SG Americas Securities, LLC | 60,144 | +54,014 | $33.8K | +$30.6K | 881.1% |
| QTR Family Wealth, LLC | 698 | +152 | $311.3K | +$30.6K | 27.8% |
| Gallacher Capital Management LLC | 532 | +6 | $298.8K | +$28.3K | 1.1% |
| Sunbelt Securities, Inc. | 474 | +10 | $266.2K | +$27.7K | 2.1% |
| STRS OHIO | 535 | +1 | $300.5K | +$25.9K | 0.2% |
| Impact Capital Partners LLC | 405 | +13 | $227.5K | +$25.9K | 3.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 415 | +10 | $233.1K | +$24.9K | 2.5% |
| Blue Trust, Inc. | 511 | +1 | $287.0K | +$24.8K | 0.2% |
| GREENLEAF TRUST | 431 | +5 | $242.1K | +$23.0K | 1.2% |
| PRINCIPAL SECURITIES, INC. | 400 | +6 | $224.7K | +$22.1K | 1.5% |
| AdvisorNet Financial, Inc | 401 | +4 | $225.2K | +$21.1K | 1.0% |
| Ariadne Wealth Management, LP | 624 | +150 | $259.6K | -$20.7K | 31.6% |
| Diversified Trust Co | 406 | +2 | $228.0K | +$20.3K | 0.5% |
| Parallel Advisors, LLC | 250 | +12 | $140.4K | +$18.0K | 5.0% |
| NATIXIS ADVISORS, LLC | 163,360 | +13,412 | $91.8K | +$14.7K | 8.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,951 | +24,707 | $14.0K | +$13.9K | 10125.8% |
| Root Financial Partners, LLC | 91 | +18 | $51.1K | +$13.6K | 24.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 116,581 | +14,253 | $65.5K | +$12.9K | 13.9% |
| Truvestments Capital LLC | 81 | +16 | $45.5K | +$12.1K | 24.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 224 | +1 | $125.8K | +$11.2K | 0.4% |
| PRIVATE TRUST CO NA | 36 | +18 | $20.2K | +$11.0K | 100.0% |
| Thrivent Financial for Lutherans | 125,262 | +9,318 | $70.4K | +$10.7K | 8.0% |
| MAI Capital Management | 160 | +6 | $89.9K | +$10.7K | 3.9% |
| Bell Investment Advisors, Inc | 33 | +9 | $18.5K | +$6.2K | 37.5% |
| CWM, LLC | 36,346 | +7,850 | $20.4K | +$5.8K | 27.5% |
| JFS WEALTH ADVISORS, LLC | 31 | +8 | $17.4K | +$5.6K | 34.8% |
| Quent Capital, LLC | 54 | +5 | $30.3K | +$5.1K | 10.2% |
| Cambridge Investment Research Advisors, Inc. | 9,421 | +5,774 | $5.3K | +$3.4K | 158.3% |
| Wealth Watch Advisors, INC | 15 | +5 | $8.4K | +$3.3K | 50.0% |
| Harel Insurance Investments & Financial Services Ltd. | 15,880 | +4,370 | $8.9K | +$3.0K | 38.0% |
| ORG Partners LLC | 9 | +4 | $5.1K | +$2.5K | 80.0% |
| Vestcor Inc | 4,442 | +1,771 | $2.5K | +$1.1K | 66.3% |
| Fortitude Family Office, LLC | 10 | +1 | $5.6K | +$990 | 11.1% |
| Rialto Wealth Management, LLC | 5 | +1 | $2.8K | +$752 | 25.0% |
| HFM Investment Advisors, LLC | 3 | +1 | $1.7K | +$657 | 50.0% |
| Virtu Financial LLC | 1,835 | +836 | $1.0K | +$518 | 83.7% |
| Prestige Wealth Management Group LLC | 2 | +1 | $829 | +$314 | 100.0% |
| HANTZ FINANCIAL SERVICES, INC. | 744 | +217 | $418 | +$147 | 41.2% |
| Harvest Fund Management Co., Ltd | 711 | +209 | $399 | +$141 | 41.6% |
| Avion Wealth | 4 | +1 | $2 | +$1 | 33.3% |