13F QoQ Ownership Changes
MZHOF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 88 new · 187 added · 110 reduced · 40 exited
New Positions(88)
Added To(187)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 59,084,500 | +3,166,984 | $432.5M | +$57.9M | 5.7% |
| BANK OF AMERICA CORP /DE/ | 15,676,802 | +3,074,385 | $114.8M | +$30.3M | 24.4% |
| FMR LLC | 22,343,658 | +1,381,718 | $163.6M | +$23.1M | 6.6% |
| GOLDMAN SACHS GROUP INC | 16,266,878 | +1,716,932 | $119.1M | +$21.6M | 11.8% |
| RAYMOND JAMES FINANCIAL INC | 3,215,336 | +2,249,534 | $23.5M | +$17.1M | 232.9% |
| BlackRock, Inc. | 11,998,930 | +536,543 | $87.8M | +$11.0M | 4.7% |
| Quantinno Capital Management LP | 1,830,237 | +1,000,741 | $13.4M | +$7.8M | 120.6% |
| CIBC Private Wealth Group LLC | 8,174,986 | +377,963 | $59.8M | +$7.6M | 4.8% |
| NORTHERN TRUST CORP | 10,381,489 | +66,696 | $76.0M | +$6.9M | 0.6% |
| AMERICAN CENTURY COMPANIES INC | 4,375,123 | +553,821 | $32.0M | +$6.4M | 14.5% |
| WELLS FARGO & COMPANY/MN | 2,128,209 | +467,908 | $15.6M | +$4.5M | 28.2% |
| AQR CAPITAL MANAGEMENT LLC | 1,439,024 | +325,655 | $10.5M | +$3.1M | 29.2% |
| Voleon Capital Management LP | 522,557 | +405,135 | $3.8M | +$3.0M | 345.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,807,655 | +255,507 | $13.2M | +$2.8M | 16.5% |
| JPMORGAN CHASE & CO | 1,399,794 | +279,419 | $10.2M | +$2.7M | 24.9% |
| XTX Topco Ltd | 379,016 | +340,095 | $2.8M | +$2.5M | 873.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 422,550 | +272,146 | $3.1M | +$2.5M | 180.9% |
| Creative Planning | 1,496,763 | +214,021 | $11.0M | +$2.4M | 16.7% |
| Massar Capital Management, LP | 650,000 | +273,000 | $4.8M | +$2.2M | 72.4% |
| Integrated Quantitative Investments LLC | 423,044 | +266,582 | $3.1M | +$2.0M | 170.4% |
| Orion Porfolio Solutions, LLC | 508,857 | +214,679 | $3.7M | +$1.8M | 73.0% |
| Callan Family Office, LLC | 491,788 | +167,276 | $3.6M | +$1.4M | 51.5% |
| QRG CAPITAL MANAGEMENT, INC. | 557,846 | +159,985 | $4.1M | +$1.4M | 40.2% |
| QUADRANT CAPITAL GROUP LLC | 588,049 | +156,042 | $4.3M | +$1.4M | 36.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,671,075 | +25,615 | $12.2M | +$1.2M | 1.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 804,268 | +104,318 | $5.9M | +$1.2M | 14.9% |
| JANE STREET GROUP, LLC | 166,103 | +153,899 | $1.2M | +$1.1M | 1261.0% |
| UBS Group AG | 260,729 | +126,518 | $1.9M | +$1.0M | 94.3% |
| Bank of New York Mellon Corp | 795,106 | +75,639 | $5.8M | +$999.7K | 10.5% |
| WCG Wealth Advisors LLC | 242,231 | +123,792 | $1.8M | +$979.6K | 104.5% |
| Ramirez Asset Management, Inc. | 1,124,276 | +41,986 | $8.2M | +$978.4K | 3.9% |
| Mariner, LLC | 988,654 | +35,886 | $7.2M | +$855.6K | 3.8% |
| Focus Partners Wealth | 150,025 | +81,875 | $1.1M | +$641.6K | 120.1% |
| Russell Investments Group, Ltd. | 320,486 | +65,301 | $2.3M | +$636.2K | 25.6% |
| Pathstone Holdings, LLC | 935,210 | +8,265 | $6.8M | +$635.2K | 0.9% |
| CITIGROUP INC | 419,947 | +48,663 | $3.1M | +$586.4K | 13.1% |
| MML INVESTORS SERVICES, LLC | 285,549 | +55,470 | $2.1M | +$548.7K | 24.1% |
| AUGUSTINE ASSET MANAGEMENT INC | 820,970 | +5,903 | $6.0M | +$548.6K | 0.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 146,532 | +66,561 | $1.1M | +$536.8K | 83.2% |
| Rockefeller Capital Management L.P. | 74,884 | +63,624 | $548.3K | +$472.9K | 565.0% |
| Vanguard Personalized Indexing Management, LLC | 724,260 | +1,563 | $5.3M | +$459.3K | 0.2% |
| RHUMBLINE ADVISERS | 248,409 | +45,044 | $1.8M | +$455.8K | 22.1% |
| HighTower Advisors, LLC | 393,669 | +31,215 | $2.9M | +$453.2K | 8.6% |
| NEUBERGER BERMAN GROUP LLC | 197,244 | +47,388 | $1.4M | +$439.8K | 31.6% |
| Ethic Inc. | 386,343 | +23,464 | $2.8M | +$396.7K | 6.5% |
| Allspring Global Investments Holdings, LLC | 138,673 | +32,850 | $1.1M | +$375.3K | 31.0% |
| Vise Technologies, Inc. | 303,538 | +23,604 | $2.2M | +$346.3K | 8.4% |
| ASSETMARK, INC | 185,649 | +33,020 | $1.4M | +$336.3K | 21.6% |
| Blue Trust, Inc. | 100,392 | +39,458 | $734.9K | +$326.6K | 64.8% |
| Compound Planning, Inc. | 198,660 | +27,362 | $1.5M | +$306.5K | 16.0% |
| STIFEL FINANCIAL CORP | 310,727 | +16,650 | $2.3M | +$304.2K | 5.7% |
| Abel Hall, LLC | 61,788 | +39,637 | $452.3K | +$303.9K | 178.9% |
| Venturi Wealth Management, LLC | 52,326 | +40,327 | $383.0K | +$302.6K | 336.1% |
| CHOREO, LLC | 137,902 | +30,671 | $1.0M | +$296.5K | 28.6% |
| Wealthspire Advisors, LLC | 40,629 | +39,654 | $297.4K | +$290.9K | 4067.1% |
| IEQ CAPITAL, LLC | 224,078 | +18,605 | $1.6M | +$263.6K | 9.1% |
| Aaron Wealth Advisors LLC | 133,964 | +26,104 | $980.6K | +$258.0K | 24.2% |
| M&T Bank Corp | 340,971 | +2,246 | $2.5M | +$226.5K | 0.7% |
| Brooklyn Investment Group | 92,789 | +20,597 | $681.1K | +$224.5K | 28.5% |
| Farther Finance Advisors, LLC | 59,897 | +27,573 | $438.4K | +$221.9K | 85.3% |
| Corient Private Wealth LLC | 186,447 | +15,169 | $1.4M | +$217.2K | 8.8% |
| Versant Capital Management, Inc | 65,283 | +25,659 | $477.9K | +$212.4K | 64.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 170,270 | +15,786 | $1.2M | +$211.3K | 10.2% |
| Caprock Group, LLC | 151,725 | +14,247 | $1.1M | +$203.3K | 10.4% |
| Bleakley Financial Group, LLC | 58,206 | +24,646 | $426.1K | +$201.2K | 73.4% |
| New Republic Capital, LLC | 42,485 | +25,547 | $311.0K | +$197.5K | 150.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 81,284 | +12,319 | $631.6K | +$193.6K | 17.9% |
| SIGNATUREFD, LLC | 259,537 | +3,785 | $1.9M | +$186.3K | 1.5% |
| Cetera Investment Advisers | 216,430 | +7,623 | $1.6M | +$185.3K | 3.6% |
| BANK OF MONTREAL /CAN/ | 241,211 | +5,102 | $1.8M | +$183.7K | 2.2% |
| SEI INVESTMENTS CO | 110,327 | +15,201 | $807.6K | +$170.2K | 16.0% |
| Sequoia Financial Advisors, LLC | 160,924 | +9,441 | $1.2M | +$163.0K | 6.2% |
| Smartleaf Asset Management LLC | 122,368 | +13,232 | $900.6K | +$162.9K | 12.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 195,163 | +5,235 | $1.4M | +$156.1K | 2.8% |
| PNC Financial Services Group, Inc. | 227,621 | +1,982 | $1.7M | +$154.4K | 0.9% |
| HB Wealth Management, LLC | 66,674 | +16,482 | $488.1K | +$151.8K | 32.8% |
| Private Advisor Group, LLC | 59,939 | +16,255 | $438.8K | +$146.1K | 37.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,232 | +859 | $140.8K | +$140.7K | 4.7% |
| Sivia Capital Partners, LLC | 87,939 | +11,619 | $643.7K | +$132.4K | 15.2% |
| CIBC Asset Management Inc | 85,982 | +11,476 | $629.4K | +$130.2K | 15.4% |
| Strategic Global Advisors, LLC | 94,727 | +10,640 | $693.4K | +$130.0K | 12.7% |
| Waverly Advisors, LLC | 27,639 | +16,664 | $202.3K | +$128.8K | 151.8% |
| West Family Investments, Inc. | 98,903 | +9,205 | $724.0K | +$123.0K | 10.3% |
| Envestnet Portfolio Solutions, Inc. | 42,344 | +14,267 | $310.0K | +$121.8K | 50.8% |
| SAGESPRING WEALTH PARTNERS, LLC | 44,516 | +13,338 | $325.9K | +$117.0K | 42.8% |
| COMMERCE BANK | 29,877 | +14,280 | $218.7K | +$114.2K | 91.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 53,824 | +12,047 | $394.0K | +$114.1K | 28.8% |
| Dorsey & Whitney Trust CO LLC | 89,652 | +8,149 | $656.3K | +$110.2K | 10.0% |
| GREENLEAF TRUST | 69,145 | +9,785 | $506.1K | +$108.4K | 16.5% |
| NATIXIS ADVISORS, LLC | 16,560,891 | +14,163,328 | $121.2K | +$105.2K | 590.7% |
| SYON CAPITAL LLC | 95,467 | +6,784 | $698.8K | +$104.6K | 7.6% |
| TRUST POINT INC. | 38,365 | +11,807 | $280.8K | +$102.9K | 44.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 144,437 | +1,864 | $1.1M | +$102.0K | 1.3% |
| Invesco Ltd. | 37,757 | +11,380 | $276.4K | +$99.7K | 43.1% |
| CAPTRUST FINANCIAL ADVISORS | 154,479 | +444 | $1.1M | +$98.8K | 0.3% |
| Ballentine Partners, LLC | 138,878 | +1,784 | $1.0M | +$98.1K | 1.3% |
| PRINCIPAL SECURITIES, INC. | 26,006 | +12,139 | $190.4K | +$97.5K | 87.5% |
| GAMMA Investing LLC | 79,469 | +6,392 | $581.7K | +$92.1K | 8.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 51,898 | +8,931 | $379.9K | +$92.0K | 20.8% |
| a16z Perennial Management, L.P. | 28,598 | +10,779 | $209.3K | +$90.0K | 60.5% |
| Bridgewater Advisors Inc. | 41,356 | +2,618 | $349.5K | +$89.5K | 6.8% |
| TRUIST FINANCIAL CORP | 29,020 | +10,191 | $212.4K | +$86.3K | 54.1% |
| Atria Investments, Inc | 64,549 | +6,877 | $472.5K | +$86.1K | 11.9% |
| Kathmere Capital Management, LLC | 43,255 | +8,488 | $316.6K | +$83.7K | 24.4% |
| &PARTNERS | 51,919 | +7,235 | $380.0K | +$80.8K | 16.2% |
| Independent Advisor Alliance | 20,140 | +9,792 | $147.4K | +$78.1K | 94.6% |
| PDS Planning, Inc | 78,645 | +4,322 | $575.7K | +$77.7K | 5.8% |
| RITHOLTZ WEALTH MANAGEMENT | 113,636 | +856 | $831.8K | +$76.2K | 0.8% |
| Manchester Capital Management LLC | 10,243 | +8,946 | $75.0K | +$66.3K | 689.7% |
| Aviso Financial Inc. | 87,796 | +1,555 | $642.7K | +$64.9K | 1.8% |
| Parallel Advisors, LLC | 64,122 | +3,742 | $469.4K | +$64.8K | 6.2% |
| Valeo Financial Advisors, LLC | 52,180 | +4,837 | $382.0K | +$64.8K | 10.2% |
| SIMPLEX TRADING, LLC | 8,551 | +6,430 | $62.6K | +$62.6K | 303.1% |
| AlTi Global, Inc. | 23,718 | +7,121 | $173.6K | +$62.4K | 42.9% |
| Wedmont Private Capital | 28,004 | +3,339 | $217.9K | +$61.2K | 13.5% |
| Gallacher Capital Management LLC | 91,321 | +299 | $668.5K | +$58.6K | 0.3% |
| OneDigital Investment Advisors LLC | 42,079 | +4,411 | $308.0K | +$55.6K | 11.7% |
| JONES FINANCIAL COMPANIES LLLP | 15,986 | +6,836 | $117.0K | +$54.5K | 74.7% |
| NewEdge Advisors, LLC | 17,564 | +6,310 | $128.6K | +$53.2K | 56.1% |
| LEUTHOLD GROUP, LLC | 82,158 | +120 | $601.4K | +$51.7K | 0.1% |
| XPONANCE, INC. | 37,098 | +3,826 | $271.6K | +$48.6K | 11.5% |
| Checchi Capital Advisers, LLC | 63,125 | +1,113 | $462.1K | +$46.6K | 1.8% |
| Qtron Investments LLC | 33,142 | +3,673 | $242.6K | +$45.2K | 12.5% |
| Arkadios Wealth Advisors | 26,581 | +3,608 | $194.6K | +$40.7K | 15.7% |
| Pinnacle Wealth Planning Services, Inc. | 51,158 | +1,117 | $374.5K | +$39.2K | 2.2% |
| Ellevest, Inc. | 25,441 | +3,317 | $186.2K | +$38.0K | 15.0% |
| Gladstone Institutional Advisory LLC | 53,707 | +564 | $393.1K | +$37.1K | 1.1% |
| EARNED WEALTH ADVISORS, LLC | 16,713 | +3,965 | $122.3K | +$36.9K | 31.1% |
| Merit Financial Group, LLC | 31,919 | +2,163 | $233.6K | +$34.3K | 7.3% |
| Aprio Wealth Management, LLC | 37,338 | +1,650 | $273.3K | +$34.2K | 4.6% |
| Dynasty Wealth Management, LLC | 25,404 | +2,753 | $186.0K | +$34.2K | 12.2% |
| Global Retirement Partners, LLC | 19,651 | +3,168 | $143.8K | +$33.4K | 19.2% |
| EverSource Wealth Advisors, LLC | 34,881 | +1,713 | $255.3K | +$33.1K | 5.2% |
| SYM FINANCIAL Corp | 44,490 | +722 | $325.7K | +$32.4K | 1.6% |
| HUB Investment Partners, LLC | 13,743 | +3,502 | $100.6K | +$32.0K | 34.2% |
| BayBridge Capital Group, LLC | 46,339 | +362 | $339.2K | +$31.2K | 0.8% |
| Prime Capital Investment Advisors, LLC | 45,800 | +361 | $335.3K | +$30.8K | 0.8% |
| Hilltop Holdings Inc. | 22,502 | +2,450 | $164.7K | +$30.4K | 12.2% |
| SAPIENT CAPITAL LLC | 17,807 | +2,799 | $131.1K | +$29.6K | 18.6% |
| SAGE RHINO CAPITAL LLC | 45,537 | +30 | $333.3K | +$28.4K | 0.1% |
| MGO ONE SEVEN LLC | 21,836 | +2,013 | $159.8K | +$27.0K | 10.2% |
| Interchange Capital Partners, LLC | 14,080 | +2,718 | $103.1K | +$26.9K | 23.9% |
| Calydon Capital | 26,543 | +1,555 | $194.3K | +$26.9K | 6.2% |
| BROWN BROTHERS HARRIMAN & CO | 4,524 | +3,522 | $33.1K | +$26.4K | 351.5% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 16,090 | +570 | $125.0K | +$24.8K | 3.7% |
| EVOKE WEALTH, LLC | 16,280 | +2,043 | $119.2K | +$23.8K | 14.3% |
| Canopy Partners, LLC | 15,190 | +2,121 | $111.2K | +$23.6K | 16.2% |
| Werba Rubin Papier Wealth Management | 36,300 | +148 | $265.7K | +$23.5K | 0.4% |
| STATE STREET CORP | 22,640 | +1,380 | $165.7K | +$23.3K | 6.5% |
| Sage Mountain Advisors LLC | 36,083 | +74 | $264.1K | +$22.9K | 0.2% |
| EWA, LLC | 36,681 | +7 | $268.5K | +$22.8K | 0.0% |
| Focus Partners Advisor Solutions, LLC | 36,251 | +34 | $265.4K | +$22.6K | 0.1% |
| FIFTH THIRD BANCORP | 8,239 | +2,565 | $60.3K | +$22.3K | 45.2% |
| RIVERSEDGE ADVISORS, LLC | 21,151 | +1,279 | $154.8K | +$21.7K | 6.4% |
| Walkner Condon Financial Advisors LLC | 23,497 | +1,025 | $172.0K | +$21.4K | 4.6% |
| HighPoint Advisor Group LLC | 24,714 | +801 | $180.9K | +$20.7K | 3.3% |
| Nilsine Partners, LLC | 21,594 | +1,078 | $158.1K | +$20.6K | 5.3% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 24,501 | +638 | $179.3K | +$19.5K | 2.7% |
| Beacon Pointe Advisors, LLC | 25,436 | +214 | $186.2K | +$17.2K | 0.8% |
| Parkside Financial Bank & Trust | 4,330 | +1,825 | $31.7K | +$14.9K | 72.8% |
| SEEDS INVESTOR LLC | 14,250 | +775 | $104.3K | +$14.0K | 5.8% |
| Traveka Wealth, LLC | 14,641 | +646 | $107.2K | +$13.4K | 4.6% |
| CogentBlue Wealth Advisors, LLC | 17,108 | +362 | $125.2K | +$13.0K | 2.2% |
| MAI Capital Management | 5,814 | +1,368 | $42.6K | +$12.8K | 30.8% |
| Ascent Group, LLC | 18,699 | +142 | $136.9K | +$12.5K | 0.8% |
| Barry Investment Advisors, LLC | 17,836 | +62 | $130.6K | +$11.5K | 0.3% |
| GeoWealth Management, LLC | 13,913 | +163 | $101.8K | +$9.7K | 1.2% |
| Bell Investment Advisors, Inc | 2,161 | +1,135 | $15.8K | +$8.9K | 110.6% |
| Salomon & Ludwin, LLC | 4,761 | +601 | $36.3K | +$8.8K | 14.4% |
| True Wealth Design, LLC | 4,863 | +734 | $35.6K | +$7.9K | 17.8% |
| Inscription Capital, LLC | 11,644 | +12 | $85.2K | +$7.3K | 0.1% |
| Cornerstone Planning Group LLC | 1,947 | +318 | $16.8K | +$5.9K | 19.5% |
| ROTHSCHILD INVESTMENT LLC | 6,598 | +143 | $48.3K | +$5.0K | 2.2% |
| Lido Advisors, LLC | 42,281 | +169 | $286.8K | +$4.6K | 0.4% |
| Larson Financial Group LLC | 2,998 | +372 | $21.9K | +$4.4K | 14.2% |
| FINANCIAL CONSULATE, INC | 1,890 | +200 | $13.8K | +$2.5K | 11.8% |
| HIGHLINE WEALTH PARTNERS LLC | 1,587 | +166 | $11.6K | +$2.1K | 11.7% |
| Retirement Wealth Solutions LLC | 347 | +268 | $2.5K | +$2.0K | 339.2% |
| Triumph Capital Management | 2,101 | +101 | $15.4K | +$2.0K | 5.0% |
| First Command Advisory Services, Inc. | 435 | +187 | $3.2K | +$1.5K | 75.4% |
| Physician Wealth Advisors, Inc. | 765 | +130 | $5.6K | +$1.3K | 20.5% |
| Root Financial Partners, LLC | 1,744 | +36 | $12.8K | +$1.3K | 2.1% |
| CENTRAL TRUST Co | 223 | +99 | $1.6K | +$798 | 79.8% |
| PARK AVENUE SECURITIES LLC | 126,365 | +12,256 | $925 | +$160 | 10.7% |
| HANTZ FINANCIAL SERVICES, INC. | 50,005 | +16,434 | $366 | +$141 | 49.0% |
| CWM, LLC | 28,535 | +3,381 | $209 | +$40 | 13.4% |
| BESSEMER GROUP INC | 9,811 | +1,910 | $72 | +$18 | 24.2% |
Reduced(110)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 2,697,303 | -1,315,700 | $19.7M | -$7.1M | -32.8% |
| Royal Bank of Canada | 492,442 | -1,049,251 | $3.6M | -$4.9M | -68.0% |
| BAROMETER CAPITAL MANAGEMENT INC. | 11,084 | -25,988 | $5.0M | +$4.7M | -70.1% |
| MILLENNIUM MANAGEMENT LLC | 1,510,303 | -619,768 | $11.1M | -$3.2M | -29.1% |
| LAZARD ASSET MANAGEMENT LLC | 10,507,070 | -588,166 | $76.9M | +$2.6M | -5.3% |
| D. E. Shaw & Co., Inc. | 14,665 | -259,950 | $107.3K | -$1.7M | -94.7% |
| MARSHALL WACE, LLP | 739,359 | -310,116 | $5.4M | -$1.6M | -29.5% |
| Cerity Partners LLC | 769,386 | -226,357 | $5.6M | -$1.0M | -22.7% |
| REGIONS FINANCIAL CORP | 97,625 | -114,565 | $714.6K | -$707.1K | -54.0% |
| Crossmark Global Holdings, Inc. | 607,999 | -127,243 | $4.5M | -$475.6K | -17.3% |
| Quantbot Technologies LP | 4,853 | -65,287 | $35.5K | -$434.4K | -93.1% |
| Allianz SE | 590,000 | 0 | $4.3M | +$365.8K | 0.0% |
| FRANKLIN RESOURCES INC | 747,875 | -121,638 | $5.5M | -$351.3K | -14.0% |
| DIMENSIONAL FUND ADVISORS LP | 586,134 | -10,276 | $4.3M | +$294.6K | -1.7% |
| Forum Financial Management, LP | 379,442 | 0 | $2.8M | +$235.3K | 0.0% |
| Trexquant Investment LP | 270,095 | -53,772 | $2.0M | -$192.8K | -16.6% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 105,828 | 0 | $900.6K | +$191.5K | 0.0% |
| BAILARD, INC. | 100,703 | -35,410 | $737.1K | -$174.8K | -26.0% |
| Fisher Asset Management, LLC | 278,709 | -750 | $2.0M | +$167.8K | -0.3% |
| US BANCORP \DE\ | 887,125 | -57,546 | $6.5M | +$164.5K | -6.1% |
| Naviter Wealth, LLC | 261,471 | -48,039 | $1.9M | -$159.7K | -15.5% |
| Y-Intercept (Hong Kong) Ltd | 381,946 | -12,433 | $2.8M | +$153.5K | -3.1% |
| Ariadne Wealth Management, LP | 45,680 | 0 | $457.7K | +$147.5K | 0.0% |
| Altman Advisors, Inc. | 425,735 | -17,428 | $3.1M | +$147.2K | -3.9% |
| Legacy Wealth Asset Management, LLC | 201,224 | -37,448 | $1.5M | -$126.1K | -15.7% |
| Savant Capital, LLC | 53,307 | -22,024 | $390.2K | -$114.5K | -29.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 196,360 | -1,082 | $1.4M | +$114.5K | -0.5% |
| CIBC WORLD MARKET INC. | 165,936 | -150 | $1.2M | +$101.9K | -0.1% |
| LPL Financial LLC | 337,766 | -16,060 | $2.5M | +$101.8K | -4.5% |
| Vident Advisory, LLC | 408,772 | -24,243 | $3.0M | +$91.0K | -5.6% |
| Verdence Capital Advisors LLC | 119,696 | -1,358 | $876.2K | +$88.1K | -1.1% |
| Arax Advisory Partners | 30,170 | -15,859 | $220.8K | -$87.6K | -34.5% |
| Summit Trail Advisors, LLC | 13,627 | -12,827 | $99.8K | -$77.5K | -48.5% |
| OSAIC HOLDINGS, INC. | 31,841 | -14,211 | $233.1K | -$74.8K | -30.9% |
| AlphaCore Capital LLC | 163,247 | -26,082 | $1.2M | -$73.5K | -13.8% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,953 | -12,784 | $211.9K | -$67.7K | -30.6% |
| AMERIPRISE FINANCIAL INC | 167,387 | -6,023 | $1.2M | +$63.4K | -3.5% |
| GUARDIAN CAPITAL LP | 87,214 | 0 | $638.4K | +$54.1K | 0.0% |
| TD PRIVATE CLIENT WEALTH LLC | 9,109 | -7,030 | $66.7K | -$41.5K | -43.5% |
| SHELTON CAPITAL MANAGEMENT | 65,858 | 0 | $482.1K | +$40.8K | 0.0% |
| Vanguard Capital Wealth Advisors | 12,043 | -6,500 | $88.2K | -$36.1K | -35.0% |
| BNP PARIBAS FINANCIAL MARKETS | 125,337 | -6,495 | $917.5K | +$34.2K | -4.9% |
| Five Oceans Advisors | 49,492 | 0 | $362.3K | +$30.7K | 0.0% |
| Harbour Capital Advisors, LLC | 66,560 | -6,675 | $493.2K | +$28.2K | -9.1% |
| Addison Advisors LLC | 50,563 | -885 | $370.1K | +$25.4K | -1.7% |
| GUGGENHEIM CAPITAL LLC | 38,784 | -67 | $283.9K | +$23.6K | -0.2% |
| EntryPoint Capital, LLC | 32,678 | 0 | $239.2K | +$20.3K | 0.0% |
| Cromwell Holdings LLC | 30,429 | 0 | $222.7K | +$18.9K | 0.0% |
| Baldwin Investment Management, LLC | 28,800 | 0 | $210.8K | +$17.9K | 0.0% |
| FIRST TRUST ADVISORS LP | 266,642 | -27,329 | $2.0M | -$17.8K | -9.3% |
| Apollon Wealth Management, LLC | 43,896 | -1,721 | $321.3K | +$15.7K | -3.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 68,427 | -4,182 | $500.9K | +$14.4K | -5.8% |
| Integrated Wealth Concepts LLC | 13,118 | -3,353 | $96.0K | -$14.3K | -20.4% |
| Clarius Group, LLC | 21,181 | 0 | $155.0K | +$13.1K | 0.0% |
| Snowden Capital Advisors LLC | 22,275 | -118 | $163.1K | +$13.0K | -0.5% |
| GROUP ONE TRADING LLC | 4,249 | -2,200 | $31.1K | -$12.1K | -34.1% |
| Icon Wealth Advisors, LLC | 19,272 | 0 | $141.1K | +$11.9K | 0.0% |
| Tidal Investments LLC | 29,632 | -1,116 | $216.9K | +$10.9K | -3.6% |
| Prospect Financial Group LLC | 14,766 | 0 | $108.1K | +$9.2K | 0.0% |
| HANCOCK WHITNEY CORP | 15,914 | -2,820 | $116.5K | -$9.0K | -15.1% |
| FIDUCIARY FINANCIAL GROUP, LLC | 13,971 | 0 | $102.3K | +$8.7K | 0.0% |
| Visionary Horizons, LLC | 12,785 | 0 | $93.6K | +$7.9K | 0.0% |
| 180 WEALTH ADVISORS, LLC | 10,256 | -2,126 | $75.1K | -$7.9K | -17.2% |
| Sunpointe, LLC | 11,932 | 0 | $87.3K | +$7.4K | 0.0% |
| Private Advisory Group LLC | 11,466 | 0 | $83.9K | +$7.1K | 0.0% |
| Western Financial Corp/CA | 13,575 | -213 | $99.4K | +$7.0K | -1.5% |
| SIERRA OCEAN, LLC | 10,634 | 0 | $77.8K | +$6.6K | 0.0% |
| HUNTINGTON NATIONAL BANK | 14,344 | -466 | $105.0K | +$5.8K | -3.1% |
| Avestar Capital, LLC | 12,374 | -288 | $90.6K | +$5.7K | -2.3% |
| Marks Group Wealth Management, Inc | 10,494 | -163 | $76.8K | +$5.4K | -1.5% |
| SEVEN MILE ADVISORY | 15,116 | -2,053 | $110.6K | -$4.4K | -11.9% |
| PRIVATE TRUST CO NA | 3,113 | -930 | $22.8K | -$4.3K | -23.0% |
| CITADEL ADVISORS LLC | 10,100 | -300 | $73.9K | +$4.3K | -2.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | 12,158 | -728 | $89.0K | +$2.7K | -5.6% |
| JFS WEALTH ADVISORS, LLC | 4,044 | 0 | $29.6K | +$2.5K | 0.0% |
| HHM Wealth Advisors, LLC | 2,350 | 0 | $17.2K | +$1.5K | 0.0% |
| Steward Partners Investment Advisory, LLC | 2,353 | -396 | $17.2K | -$1.2K | -14.4% |
| Financial Management Professionals, Inc. | 1,891 | 0 | $13.8K | +$1.2K | 0.0% |
| Spire Wealth Management | 993 | -242 | $7.3K | -$1.0K | -19.6% |
| HARBOUR INVESTMENTS, INC. | 1,601 | 0 | $11.7K | +$992 | 0.0% |
| Glass Jacobson Investment Advisors llc | 1,000 | 0 | $7.3K | +$620 | 0.0% |
| Transamerica Financial Advisors, LLC | 259 | -91 | $1.9K | -$485 | -26.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 96 | -81 | $703 | -$483 | -45.8% |
| UMB Bank, n.a. | 4,268 | -335 | $31.2K | +$402 | -7.3% |
| Pinnacle Bancorp, Inc. | 604 | 0 | $4.4K | +$374 | 0.0% |
| CITY HOLDING CO | 501 | 0 | $3.7K | +$311 | 0.0% |
| ORG Partners LLC | 500 | 0 | $3.7K | +$310 | 0.0% |
| NBC SECURITIES, INC. | 488 | 0 | $3.6K | +$303 | 0.0% |
| Crewe Advisors LLC | 477 | 0 | $3.5K | +$296 | 0.0% |
| BROWN, LISLE/CUMMINGS, INC. | 370 | 0 | $2.7K | +$229 | 0.0% |
| Beaird Harris Wealth Management, LLC | 361 | 0 | $2.6K | +$223 | 0.0% |
| Private Wealth Asset Management, LLC | 316 | 0 | $2.3K | +$196 | 0.0% |
| Asset Dedication, LLC | 229 | 0 | $1.7K | +$142 | 0.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 45 | -21 | $329 | -$113 | -31.8% |
| American Capital Advisory, LLC | 178 | 0 | $1.3K | +$110 | 0.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 165 | 0 | $1.2K | +$102 | 0.0% |
| Bruce G. Allen Investments, LLC | 6,107 | -576 | $44.7K | -$73 | -8.6% |
| Abound Wealth Management | 108 | 0 | $791 | +$67 | 0.0% |
| ST GERMAIN D J CO INC | 96 | 0 | $703 | +$60 | 0.0% |
| Wealth Watch Advisors, INC | 70 | 0 | $512 | +$43 | 0.0% |
| HRT FINANCIAL LP | 85,385 | -3,111 | $625 | +$33 | -3.5% |
| Janney Montgomery Scott LLC | 53,715 | -710 | $393 | +$28 | -1.3% |
| Bogart Wealth, LLC | 38 | 0 | $278 | +$23 | 0.0% |
| INGALLS & SNYDER LLC | 20,000 | 0 | $146 | +$12 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 71,125 | -7,882 | $521 | -$8 | -10.0% |
| High Note Wealth, LLC | 3 | 0 | $22 | +$2 | 0.0% |
| Capital Analysts, LLC | 2,952 | 0 | $21 | +$1 | 0.0% |
| GW&K Investment Management, LLC | 1,779 | 0 | $13 | +$1 | 0.0% |
| CX Institutional | 320 | 0 | $2 | $0 | 0.0% |
| TUDOR INVESTMENT CORP ET AL | 666,610 | 0 | $4.5M | $0 | 0.0% |