13F QoQ Ownership Changes
MTZ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 127 new · 240 added · 321 reduced · 76 exited
New Positions(127)
Added To(240)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 2,637,451 | +1,690,896 | $573.3M | +$372.0M | 178.6% |
| PECONIC PARTNERS LLC | 1,600,000 | +850,000 | $347.8M | +$188.2M | 113.3% |
| BANK OF AMERICA CORP /DE/ | 1,254,966 | +408,839 | $272.8M | +$92.7M | 48.3% |
| FIRST TRUST ADVISORS LP | 1,311,433 | +289,258 | $285.1M | +$67.5M | 28.3% |
| Third Point LLC | 925,000 | +200,000 | $201.1M | +$46.8M | 27.6% |
| FMR LLC | 664,590 | +198,986 | $144.5M | +$45.4M | 42.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 189,015 | +188,297 | $41.1M | +$40.9M | 26225.2% |
| Webs Creek Capital Management LP | 201,864 | +145,464 | $43.9M | +$31.9M | 257.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,220,703 | +94,344 | $265.4M | +$25.7M | 8.4% |
| PEAK6 LLC | 116,717 | +102,183 | $25.4M | +$22.3M | 703.1% |
| FEDERATED HERMES, INC. | 106,906 | +100,832 | $23.2M | +$21.9M | 1660.0% |
| TWO SIGMA INVESTMENTS, LP | 96,304 | +86,216 | $20.9M | +$18.8M | 854.6% |
| Forest Avenue Capital Management LP | 494,011 | +72,137 | $107.4M | +$17.6M | 17.1% |
| Point72 Asset Management, L.P. | 721,771 | +63,570 | $156.9M | +$16.8M | 9.7% |
| SCOPUS ASSET MANAGEMENT, L.P. | 267,001 | +72,809 | $58.0M | +$16.7M | 37.5% |
| Yaupon Capital Management LP | 116,993 | +74,717 | $25.4M | +$16.4M | 176.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 200,243 | +68,456 | $43.5M | +$15.5M | 51.9% |
| Bank of New York Mellon Corp | 636,359 | +53,962 | $138.3M | +$14.4M | 9.3% |
| NORGES BANK | 60,481 | +46,137 | $13.1M | +$11.4M | 321.6% |
| D. E. Shaw & Co., Inc. | 238,882 | +48,014 | $51.9M | +$11.3M | 25.1% |
| LMR Partners LLP | 57,349 | +51,384 | $12.5M | +$11.2M | 861.4% |
| Blackstone Inc. | 363,924 | +43,924 | $79.1M | +$11.0M | 13.7% |
| Jefferies Financial Group Inc. | 96,747 | +49,617 | $21.0M | +$11.0M | 105.3% |
| HILLMAN CO | 144,689 | +40,473 | $31.5M | +$9.3M | 38.8% |
| DEUTSCHE BANK AG\ | 78,257 | +38,258 | $17.0M | +$8.5M | 95.6% |
| BOOTHBAY FUND MANAGEMENT, LLC | 47,124 | +35,840 | $10.2M | +$7.8M | 317.6% |
| Alyeska Investment Group, L.P. | 40,900 | +35,081 | $8.9M | +$7.7M | 602.9% |
| Tidal Investments LLC | 41,883 | +33,397 | $9.1M | +$7.3M | 393.6% |
| SummitTX Capital, L.P. | 55,640 | +32,967 | $12.1M | +$7.3M | 145.4% |
| GOLDMAN SACHS GROUP INC | 350,654 | +26,378 | $76.2M | +$7.2M | 8.1% |
| Empowered Funds, LLC | 32,761 | +31,699 | $7.1M | +$6.9M | 2984.8% |
| MORGAN STANLEY | 489,911 | +21,640 | $106.5M | +$6.8M | 4.6% |
| CITADEL ADVISORS LLC | 208,267 | +26,283 | $45.3M | +$6.5M | 14.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 557,777 | +15,704 | $121.2M | +$5.9M | 2.9% |
| Edgestream Partners, L.P. | 29,052 | +26,068 | $6.3M | +$5.7M | 873.6% |
| CIBC WORLD MARKET INC. | 36,051 | +25,288 | $7.8M | +$5.5M | 234.9% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 70,500 | +23,500 | $15.3M | +$5.3M | 50.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 502,126 | +12,288 | $109.1M | +$4.9M | 2.5% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 64,257 | +20,000 | $14.0M | +$4.5M | 45.2% |
| STEPHENS INC /AR/ | 43,793 | +18,719 | $9.5M | +$4.2M | 74.7% |
| TWO SIGMA ADVISERS, LP | 39,500 | +17,800 | $8.6M | +$4.0M | 82.0% |
| Atika Capital Management LLC | 55,998 | +16,498 | $12.2M | +$3.8M | 41.8% |
| Quantinno Capital Management LP | 73,194 | +16,026 | $15.9M | +$3.7M | 28.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 318,398 | +9,841 | $69.2M | +$3.5M | 3.2% |
| JANE STREET GROUP, LLC | 145,463 | +11,578 | $31.6M | +$3.1M | 8.6% |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 14,931 | +13,340 | $3.2M | +$2.9M | 838.5% |
| Sequoia Financial Advisors, LLC | 16,647 | +12,971 | $3.6M | +$2.8M | 352.9% |
| MARINER INVESTMENT GROUP LLC | 14,500 | +12,900 | $3.2M | +$2.8M | 806.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 36,520 | +12,386 | $7.9M | +$2.8M | 51.3% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 12,000 | +3,000 | $2.6M | +$2.6M | 33.3% |
| VIRTUS ADVISERS, LLC | 18,826 | +14,707 | $3.3M | +$2.4M | 357.1% |
| BARCLAYS PLC | 143,686 | +18,223 | $24.5M | -$2.2M | 14.5% |
| Walleye Capital LLC | 210,896 | +5,647 | $45.8M | +$2.2M | 2.8% |
| WELLS FARGO & COMPANY/MN | 136,196 | +6,931 | $29.6M | +$2.1M | 5.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 63,425 | +7,937 | $13.8M | +$2.0M | 14.3% |
| JPMORGAN CHASE & CO | 216,197 | +4,502 | $47.0M | +$1.9M | 2.1% |
| CI INVESTMENTS INC. | 8,900 | +8,581 | $1.9M | +$1.9M | 2690.0% |
| Union Bancaire Privee, UBP SA | 14,046 | +9,238 | $2.7M | +$1.9M | 192.1% |
| Driehaus Capital Management LLC | 104,195 | +6,332 | $22.6M | +$1.8M | 6.5% |
| Arosa Capital Management LP | 15,000 | +8,000 | $3.3M | +$1.8M | 114.3% |
| Raiffeisen Bank International AG | 66,000 | +4,000 | $14.5M | +$1.5M | 6.5% |
| ALLIANCEBERNSTEIN L.P. | 129,063 | +3,477 | $28.1M | +$1.3M | 2.8% |
| ENVESTNET ASSET MANAGEMENT INC | 69,996 | +4,683 | $15.2M | +$1.3M | 7.2% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 14,700 | +5,436 | $3.2M | +$1.2M | 58.7% |
| GABLES CAPITAL MANAGEMENT INC. | 21,054 | +4,900 | $4.6M | +$1.1M | 30.3% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6,349 | +5,057 | $1.4M | +$1.1M | 391.4% |
| CASTLEARK MANAGEMENT LLC | 8,470 | +4,930 | $1.8M | +$1.1M | 139.3% |
| Swiss National Bank | 124,500 | +2,200 | $27.1M | +$1.0M | 1.8% |
| Voleon Capital Management LP | 22,526 | +4,285 | $4.9M | +$1.0M | 23.5% |
| Swedbank AB | 64,300 | +3,200 | $14.0M | +$974.2K | 5.2% |
| Chicago Capital, LLC | 6,621 | +4,340 | $1.4M | +$953.8K | 190.3% |
| Erste Asset Management GmbH | 33,030 | +2,285 | $7.4M | +$915.1K | 7.4% |
| Diametric Capital, LP | 5,121 | +4,094 | $1.1M | +$894.6K | 398.6% |
| IEQ CAPITAL, LLC | 71,191 | +2,483 | $15.5M | +$853.0K | 3.6% |
| MARCO INVESTMENT MANAGEMENT LLC | 34,625 | +3,020 | $7.5M | +$800.6K | 9.6% |
| Venture Visionary Partners LLC | 5,752 | +3,430 | $1.3M | +$756.2K | 147.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,119 | +957 | $5.0M | +$753.3K | 4.7% |
| MML INVESTORS SERVICES, LLC | 40,984 | +2,544 | $8.9M | +$728.3K | 6.6% |
| FIDELIS CAPITAL PARTNERS, LLC | 11,952 | +3,163 | $2.6M | +$727.6K | 36.0% |
| RITHOLTZ WEALTH MANAGEMENT | 11,349 | +2,948 | $2.5M | +$679.1K | 35.1% |
| Rockefeller Capital Management L.P. | 6,707 | +2,750 | $1.5M | +$616.3K | 69.5% |
| Ameritas Advisory Services, LLC | 2,767 | +2,703 | $601.5K | +$587.8K | 4223.4% |
| M&T Bank Corp | 5,271 | +2,453 | $1.1M | +$545.7K | 87.0% |
| GROUP ONE TRADING LLC | 4,877 | +2,131 | $1.1M | +$475.7K | 77.6% |
| Focus Partners Wealth | 9,625 | +1,987 | $2.1M | +$466.7K | 26.0% |
| Mariner, LLC | 18,035 | +1,488 | $3.9M | +$409.4K | 9.0% |
| Quantbot Technologies LP | 6,170 | +1,653 | $1.3M | +$379.9K | 36.6% |
| Cerity Partners LLC | 46,015 | +747 | $10.0M | +$368.8K | 1.6% |
| Creative Planning | 12,267 | +1,388 | $2.7M | +$351.3K | 12.8% |
| AlphaQuest LLC | 2,417 | +1,498 | $525.4K | +$329.8K | 163.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 59,817 | +221 | $13.0M | +$319.8K | 0.4% |
| Versor Investments LP | 4,013 | +1,346 | $872.3K | +$304.7K | 50.5% |
| NorthCrest Asset Manangement, LLC | 14,882 | +54 | $3.5M | +$303.3K | 0.4% |
| Dana Investment Advisors, Inc. | 32,166 | +624 | $7.0M | +$279.5K | 2.0% |
| CAPITAL FUND MANAGEMENT S.A. | 50,849 | +204 | $11.1M | +$275.3K | 0.4% |
| NewEdge Advisors, LLC | 3,417 | +1,154 | $742.8K | +$261.2K | 51.0% |
| DMC Group, LLC | 2,493 | +1,093 | $541.9K | +$244.0K | 78.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3,692 | +1,009 | $802.5K | +$231.6K | 37.6% |
| KINGSWOOD WEALTH ADVISORS, LLC | 27,970 | +486 | $6.1M | +$231.0K | 1.8% |
| Corient Private Wealth LLC | 7,335 | +5,122 | $700.8K | +$229.9K | 231.4% |
| Federation des caisses Desjardins du Quebec | 13,468 | +732 | $2.9M | +$217.2K | 5.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,797 | +581 | $4.3M | +$215.6K | 3.0% |
| Vanguard Personalized Indexing Management, LLC | 6,741 | +861 | $1.5M | +$214.0K | 14.6% |
| State of Wyoming | 1,253 | +950 | $272.4K | +$207.9K | 313.5% |
| NEUBERGER BERMAN GROUP LLC | 7,150 | +793 | $1.6M | +$201.4K | 12.5% |
| Oliver Luxxe Assets LLC | 16,425 | +584 | $3.6M | +$199.2K | 3.7% |
| KLP KAPITALFORVALTNING AS | 13,800 | +600 | $3.0M | +$190.6K | 4.5% |
| Pictet Asset Management Holding SA | 9,477 | +682 | $2.1M | +$188.4K | 7.8% |
| ZACKS INVESTMENT MANAGEMENT | 36,182 | +43 | $7.9M | +$174.1K | 0.1% |
| TCW GROUP INC | 19,295 | +394 | $4.2M | +$171.8K | 2.1% |
| Focus Partners Advisor Solutions, LLC | 5,096 | +510 | $1.1M | +$162.7K | 11.1% |
| KENNEDY CAPITAL MANAGEMENT LLC | 28,023 | +147 | $6.1M | +$159.1K | 0.5% |
| PNC Financial Services Group, Inc. | 4,142 | +631 | $900.3K | +$153.2K | 18.0% |
| Krilogy Financial LLC | 2,890 | +7 | $708.9K | +$134.9K | 0.2% |
| Kera Capital Partners, Inc. | 2,377 | +324 | $571.6K | +$134.7K | 15.8% |
| BANK OF NOVA SCOTIA | 15,518 | +297 | $3.4M | +$134.0K | 1.9% |
| Claro Advisors LLC | 3,673 | +547 | $798.4K | +$133.2K | 17.5% |
| COOKSON PEIRCE & CO INC | 8,884 | +408 | $1.9M | +$127.3K | 4.8% |
| Cetera Investment Advisers | 18,290 | +192 | $4.0M | +$124.3K | 1.1% |
| Atria Investments, Inc | 4,164 | +476 | $905.1K | +$120.3K | 12.9% |
| Wealthspire Advisors, LLC | 1,749 | +527 | $380.2K | +$120.1K | 43.1% |
| Legato Capital Management LLC | 7,154 | +384 | $1.6M | +$114.3K | 5.7% |
| Chung Wu Investment Group, LLC | 6,985 | +370 | $1.5M | +$110.6K | 5.6% |
| JONES FINANCIAL COMPANIES LLLP | 3,352 | +379 | $728.6K | +$109.9K | 12.7% |
| Snowden Capital Advisors LLC | 1,728 | +478 | $375.6K | +$109.6K | 38.2% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1,342 | +478 | $291.7K | +$107.8K | 55.3% |
| HighTower Advisors, LLC | 7,178 | +350 | $1.6M | +$107.2K | 5.1% |
| Merit Financial Group, LLC | 5,679 | +374 | $1.2M | +$105.5K | 7.0% |
| Perigon Wealth Management, LLC | 1,890 | +449 | $410.8K | +$104.1K | 31.1% |
| Huntleigh Advisors, Inc. | 9,873 | +245 | $2.1M | +$97.2K | 2.5% |
| Concurrent Investment Advisors, LLC | 4,796 | +338 | $1.0M | +$93.8K | 7.6% |
| ASSETMARK, INC | 431 | +402 | $93.7K | +$87.5K | 1386.2% |
| Chicago Partners Investment Group LLC | 1,772 | +144 | $428.5K | +$83.3K | 8.8% |
| First Dallas Securities Inc. | 8,350 | +200 | $1.8M | +$80.6K | 2.5% |
| Sumitomo Mitsui Trust Group, Inc. | 9,709 | +169 | $2.1M | +$80.2K | 1.8% |
| JAG CAPITAL MANAGEMENT, LLC | 1,643 | +329 | $357.1K | +$77.5K | 25.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 13,723 | +58 | $3.0M | +$74.9K | 0.4% |
| KRS Capital Management, LLC | 5,461 | +235 | $1.2M | +$74.9K | 4.5% |
| GAMMA Investing LLC | 1,744 | +311 | $379.1K | +$74.1K | 21.7% |
| &PARTNERS | 2,708 | +288 | $588.6K | +$73.6K | 11.9% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 4,103 | +255 | $891.9K | +$73.0K | 6.6% |
| Altshuler Shaham Ltd | 5,240 | +219 | $1.1M | +$70.5K | 4.4% |
| CAPTRUST FINANCIAL ADVISORS | 8,998 | +135 | $2.0M | +$69.8K | 1.5% |
| Ninepoint Partners LP | 8,500 | +139 | $1.8M | +$68.3K | 1.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2,291 | +246 | $498.0K | +$62.8K | 12.0% |
| HARBOUR INVESTMENTS, INC. | 324 | +282 | $70.4K | +$61.5K | 671.4% |
| MINDSET WEALTH MANAGEMENT, LLC | 1,544 | +254 | $335.6K | +$61.1K | 19.7% |
| Kestra Advisory Services, LLC | 1,620 | +249 | $352.1K | +$60.4K | 18.2% |
| Crossmark Global Holdings, Inc. | 4,457 | +187 | $968.8K | +$60.1K | 4.4% |
| TRUIST FINANCIAL CORP | 2,869 | +218 | $623.6K | +$59.5K | 8.2% |
| Kestra Investment Management, LLC | 5,703 | +153 | $1.2M | +$58.6K | 2.8% |
| Fielder Capital Group LLC | 2,193 | +217 | $476.7K | +$56.2K | 11.0% |
| Hedeker Wealth, LLC | 8,424 | +63 | $1.8M | +$51.8K | 0.8% |
| StoneX Group Inc. | 3,502 | +167 | $761.2K | +$51.5K | 5.0% |
| Rossby Financial, LCC | 2,941 | +191 | $639.3K | +$48.0K | 6.9% |
| QUADRANT CAPITAL GROUP LLC | 5,334 | +77 | $1.2M | +$40.7K | 1.5% |
| CIBC Private Wealth Group LLC | 236 | +186 | $51.3K | +$40.7K | 372.0% |
| Pallas Capital Advisors LLC | 7,977 | +20 | $1.7M | +$40.6K | 0.3% |
| Williamson Legacy Group, LLC | 5,961 | +52 | $1.3M | +$38.2K | 0.9% |
| Moors & Cabot, Inc. | 2,828 | +103 | $614.7K | +$34.8K | 3.8% |
| Crestwood Advisors Group, LLC | 1,842 | +104 | $400.4K | +$30.5K | 6.0% |
| Waverly Advisors, LLC | 1,087 | +109 | $236.3K | +$28.2K | 11.1% |
| Savvy Advisors, Inc. | 1,477 | +93 | $321.1K | +$26.5K | 6.7% |
| DAYMARK WEALTH PARTNERS, LLC | 4,746 | +15 | $1.0M | +$24.8K | 0.3% |
| Stratos Wealth Partners, LTD. | 2,927 | +43 | $636.4K | +$22.5K | 1.5% |
| Smartleaf Asset Management LLC | 329 | +80 | $72.5K | +$20.3K | 32.1% |
| Versant Capital Management, Inc | 1,162 | +70 | $252.6K | +$20.2K | 6.4% |
| HB Wealth Management, LLC | 2,934 | +27 | $637.8K | +$19.1K | 0.9% |
| Rathbones Group PLC | 1,015 | +65 | $220.6K | +$18.5K | 6.8% |
| UMB Bank, n.a. | 944 | +64 | $205.2K | +$17.9K | 7.3% |
| Clearstead Advisors, LLC | 540 | +68 | $117.4K | +$16.9K | 14.4% |
| Motley Fool Asset Management LLC | 1,311 | +47 | $285.0K | +$16.0K | 3.7% |
| Steward Partners Investment Advisory, LLC | 943 | +52 | $205.0K | +$15.4K | 5.8% |
| Farther Finance Advisors, LLC | 463 | +59 | $100.6K | +$14.7K | 14.6% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 183,838 | +63,266 | $40.0K | +$14.3K | 52.5% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,383 | +35 | $300.6K | +$13.8K | 2.6% |
| Optimize Financial Inc | 1,798 | +24 | $390.8K | +$13.3K | 1.4% |
| HighPoint Advisor Group LLC | 1,055 | +39 | $229.3K | +$13.1K | 3.8% |
| Aigen Investment Management, LP | 1,041 | +38 | $226.3K | +$12.8K | 3.8% |
| Inscription Capital, LLC | 1,379 | +30 | $299.8K | +$12.7K | 2.2% |
| OneDigital Investment Advisors LLC | 1,594 | +24 | $346.5K | +$12.4K | 1.5% |
| Schubert & Co | 2,292 | +8 | $498.2K | +$12.2K | 0.3% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1,445 | +25 | $314.1K | +$11.9K | 1.8% |
| JOURNEY STRATEGIC WEALTH LLC | 1,258 | +26 | $273.5K | +$11.3K | 2.1% |
| Fifth Third Wealth Advisors LLC | 2,134 | +4 | $463.9K | +$10.6K | 0.2% |
| Baird Financial Group, Inc. | 1,039 | +26 | $225.8K | +$10.3K | 2.6% |
| Compound Planning, Inc. | 989 | +26 | $215.0K | +$10.0K | 2.7% |
| Cullen/Frost Bankers, Inc. | 748 | +30 | $162.6K | +$9.8K | 4.2% |
| Larson Financial Group LLC | 53 | +42 | $11.5K | +$9.2K | 381.8% |
| Rakuten Securities, Inc. | 75 | +41 | $16.3K | +$9.1K | 120.6% |
| Ashton Thomas Private Wealth, LLC | 1,417 | +7 | $308.0K | +$8.0K | 0.5% |
| Pinnacle Wealth Planning Services, Inc. | 1,459 | +4 | $317.1K | +$7.5K | 0.3% |
| EARNED WEALTH ADVISORS, LLC | 985 | +14 | $214.1K | +$7.5K | 1.4% |
| Allianz Asset Management GmbH | 1,216 | +9 | $264.3K | +$7.5K | 0.7% |
| STRS OHIO | 1,490 | +3 | $323.9K | +$7.4K | 0.2% |
| ORG Partners LLC | 65 | +33 | $14.1K | +$7.3K | 103.1% |
| Caerus Investment Advisors, LLC | 1,218 | +6 | $264.8K | +$6.8K | 0.5% |
| waypoint wealth counsel | 1,108 | +8 | $240.8K | +$6.8K | 0.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,067 | +7 | $231.9K | +$6.4K | 0.7% |
| Geneos Wealth Management Inc. | 946 | +9 | $205.6K | +$6.2K | 1.0% |
| SBI Securities Co., Ltd. | 60 | +27 | $13.0K | +$6.0K | 81.8% |
| FIFTH THIRD BANCORP | 723 | +12 | $157.2K | +$5.9K | 1.7% |
| COHEN & STEERS, INC. | 35,040 | +26,161 | $7.6K | +$5.7K | 294.6% |
| Quent Capital, LLC | 986 | +5 | $214.3K | +$5.6K | 0.5% |
| PINNACLE ASSOCIATES LTD | 1,077 | +3 | $234.1K | +$5.5K | 0.3% |
| Bell Investment Advisors, Inc | 76 | +24 | $16.5K | +$5.5K | 46.1% |
| Root Financial Partners, LLC | 248 | +20 | $53.9K | +$5.4K | 8.8% |
| SG Americas Securities, LLC | 29,769 | +24,144 | $6.5K | +$5.3K | 429.2% |
| SIGNATUREFD, LLC | 254 | +19 | $55.2K | +$5.2K | 8.1% |
| JFS WEALTH ADVISORS, LLC | 64 | +23 | $13.9K | +$5.2K | 56.1% |
| Quantum Financial Advisors, LLC | 1,028 | +1 | $223.5K | +$4.9K | 0.1% |
| High Note Wealth, LLC | 135 | +20 | $29.3K | +$4.9K | 17.4% |
| Parallel Advisors, LLC | 281 | +13 | $61.1K | +$4.0K | 4.8% |
| Turning Point Benefit Group, Inc. | 20 | +18 | $4.3K | +$3.9K | 900.0% |
| Janney Montgomery Scott LLC | 26,942 | +16,069 | $5.9K | +$3.5K | 147.8% |
| ROTHSCHILD INVESTMENT LLC | 412 | +6 | $89.6K | +$3.2K | 1.5% |
| MassMutual Private Wealth & Trust, FSB | 79 | +11 | $17.2K | +$2.7K | 16.2% |
| ALGERT GLOBAL LLC | 126,235 | +6,931 | $27.4K | +$2.1K | 5.8% |
| Manchester Capital Management LLC | 58 | +8 | $12.6K | +$2.0K | 16.0% |
| MEEDER ASSET MANAGEMENT INC | 58 | +5 | $12.6K | +$1.3K | 9.4% |
| Stone House Investment Management, LLC | 113 | +3 | $24.6K | +$1.2K | 2.7% |
| SJS Investment Consulting Inc. | 14 | +5 | $3.0K | +$1.1K | 55.5% |
| ELEVATION WEALTH PARTNERS, LLC | 13 | +5 | $2.8K | +$1.1K | 62.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | +5 | $1.3K | +$1.1K | 500.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 54,783 | +3,635 | $11.9K | +$1.0K | 7.1% |
| Transamerica Financial Advisors, LLC | 15 | +4 | $3.3K | +$920 | 36.4% |
| BI Asset Management Fondsmaeglerselskab A/S | 28,300 | +2,654 | $6.2K | +$694 | 10.3% |
| Lido Advisors, LLC | 3,262 | +3 | $694.2K | +$693 | 0.1% |
| Bay Harbor Wealth Management, LLC | 9 | +2 | $2.0K | +$467 | 28.6% |
| FARMERS & MERCHANTS INVESTMENTS INC | 53 | +1 | $11.5K | +$455 | 1.9% |
| Harvest Fund Management Co., Ltd | 3,615 | +2,036 | $786 | +$450 | 128.9% |
| CANADA LIFE ASSURANCE Co | 35,493 | +464 | $7.7K | +$380 | 1.3% |
| CHASE INVESTMENT COUNSEL CORP | 29,778 | +1,113 | $6.5K | +$372 | 3.9% |
| PARK AVENUE SECURITIES LLC | 4,006 | +1,446 | $871 | +$326 | 56.5% |
| CWM, LLC | 30,605 | +561 | $6.7K | +$259 | 1.9% |
| Rialto Wealth Management, LLC | 7 | +1 | $1.5K | +$245 | 16.7% |
| Cambridge Investment Research Advisors, Inc. | 24,250 | +13 | $5.3K | +$113 | 0.1% |
| HANTZ FINANCIAL SERVICES, INC. | 1,846 | +323 | $401 | +$77 | 21.2% |
| Covestor Ltd | 314 | +159 | $68 | +$35 | 102.6% |
| Aspen Investment Management Inc | 1,670 | +25 | $363 | +$13 | 1.5% |