13F QoQ Ownership Changes
NMPWP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 97 new · 229 added · 210 reduced · 66 exited
New Positions(97)
Added To(229)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 6,393,968 | +311,587 | $494.6M | +$52.6M | 5.1% |
| BANK OF AMERICA CORP /DE/ | 4,889,858 | +138,353 | $378.2M | +$32.9M | 2.9% |
| WELLS FARGO & COMPANY/MN | 1,630,943 | +137,931 | $126.2M | +$17.7M | 9.2% |
| Connor, Clark & Lunn Investment Management Ltd. | 225,284 | +211,119 | $17.4M | +$16.4M | 1490.4% |
| FEDERATED HERMES, INC. | 3,169,406 | +9,928 | $245.2M | +$15.6M | 0.3% |
| BlackRock, Inc. | 1,179,265 | +105,244 | $91.2M | +$13.2M | 9.8% |
| MORGAN STANLEY | 2,199,519 | +29,832 | $170.1M | +$12.5M | 1.4% |
| JPMORGAN CHASE & CO | 2,123,389 | +33,739 | $164.2M | +$12.4M | 1.6% |
| RAYMOND JAMES FINANCIAL INC | 1,703,704 | +47,076 | $131.8M | +$11.4M | 2.8% |
| GOLDMAN SACHS GROUP INC | 2,101,433 | +18,663 | $162.5M | +$11.2M | 0.9% |
| D. E. Shaw & Co., Inc. | 313,024 | +105,456 | $24.2M | +$9.1M | 50.8% |
| NORTHERN TRUST CORP | 1,251,627 | +38,290 | $96.8M | +$8.6M | 3.1% |
| LPL Financial LLC | 1,041,096 | +38,399 | $80.5M | +$7.7M | 3.8% |
| Invesco Ltd. | 436,622 | +75,361 | $33.8M | +$7.5M | 20.9% |
| DIMENSIONAL FUND ADVISORS LP | 875,435 | +43,656 | $67.7M | +$7.3M | 5.2% |
| ABC ARBITRAGE SA | 312,202 | +72,643 | $24.1M | +$6.7M | 30.3% |
| Corient Private Wealth LLC | 214,915 | +129,966 | $12.8M | +$6.6M | 153.0% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 709,485 | +38,342 | $54.9M | +$6.1M | 5.7% |
| Cullen Capital Management, LLC | 761,975 | +30,414 | $58.9M | +$5.8M | 4.2% |
| Quantinno Capital Management LP | 210,765 | +60,825 | $16.3M | +$5.4M | 40.6% |
| Schonfeld Strategic Advisors LLC | 113,725 | +66,404 | $8.8M | +$5.4M | 140.3% |
| ZEVIN ASSET MANAGEMENT LLC | 63,774 | +1,189 | $4.9M | +$4.9M | 1.9% |
| Bank of New York Mellon Corp | 347,170 | +41,614 | $26.9M | +$4.6M | 13.6% |
| STIFEL FINANCIAL CORP | 357,953 | +38,669 | $27.7M | +$4.5M | 12.1% |
| Clark Capital Management Group, Inc. | 920,721 | +156 | $71.2M | +$4.3M | 0.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 137,509 | +46,588 | $10.6M | +$4.0M | 51.2% |
| Guardian Partners Inc. | 173,539 | +7,631 | $15.2M | +$3.1M | 4.6% |
| Creative Planning | 136,806 | +31,406 | $10.6M | +$2.9M | 29.8% |
| Farringdon Capital, Ltd. | 46,083 | +34,921 | $3.6M | +$2.8M | 312.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 162,904 | +26,953 | $12.6M | +$2.7M | 19.8% |
| AMERICAN CENTURY COMPANIES INC | 246,043 | +21,131 | $19.0M | +$2.7M | 9.4% |
| UBS Group AG | 240,020 | +19,491 | $18.6M | +$2.5M | 8.8% |
| Callan Family Office, LLC | 45,940 | +31,689 | $3.6M | +$2.5M | 222.4% |
| Vestmark Advisory Solutions, Inc. | 49,262 | +30,934 | $3.8M | +$2.5M | 168.8% |
| TWO SIGMA INVESTMENTS, LP | 36,518 | +28,519 | $2.8M | +$2.2M | 356.5% |
| MML INVESTORS SERVICES, LLC | 127,288 | +14,315 | $9.8M | +$1.6M | 12.7% |
| Pathstone Holdings, LLC | 137,865 | +12,684 | $10.7M | +$1.6M | 10.1% |
| AMERIPRISE FINANCIAL INC | 239,781 | +4,551 | $18.5M | +$1.5M | 1.9% |
| &PARTNERS | 85,248 | +15,137 | $6.6M | +$1.4M | 21.6% |
| Focus Partners Wealth | 29,569 | +15,902 | $2.3M | +$1.3M | 116.3% |
| Cetera Investment Advisers | 147,723 | +7,765 | $11.4M | +$1.3M | 5.5% |
| TRUIST FINANCIAL CORP | 227,703 | +2,484 | $17.6M | +$1.2M | 1.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 168,485 | +5,096 | $13.0M | +$1.2M | 3.1% |
| M. Kulyk & Associates, LLC | 87,068 | +9,953 | $6.7M | +$1.1M | 12.9% |
| Crossmark Global Holdings, Inc. | 125,958 | +7,432 | $9.7M | +$1.1M | 6.3% |
| CIDEL ASSET MANAGEMENT INC | 71,157 | +10,830 | $5.5M | +$1.1M | 17.9% |
| Abel Hall, LLC | 16,019 | +12,533 | $1.2M | +$985.7K | 359.5% |
| NEUBERGER BERMAN GROUP LLC | 47,645 | +10,033 | $3.7M | +$952.0K | 26.7% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 148,958 | +3,493 | $11.5M | +$951.0K | 2.4% |
| MILLER HOWARD INVESTMENTS INC /NY | 97,592 | +6,608 | $7.5M | +$936.9K | 7.3% |
| First Pacific Financial | 11,667 | +11,661 | $902.4K | +$902.0K | 194350.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 61,967 | +8,000 | $4.8M | +$871.4K | 14.8% |
| Vise Technologies, Inc. | 25,655 | +10,133 | $2.0M | +$856.5K | 65.3% |
| Ethic Inc. | 44,437 | +8,442 | $3.4M | +$821.4K | 23.4% |
| NATIONAL BANK OF CANADA /FI/ | 47,656 | +6,778 | $3.7M | +$716.2K | 16.6% |
| Mariner, LLC | 55,072 | +6,152 | $4.3M | +$706.2K | 12.6% |
| RHUMBLINE ADVISERS | 23,783 | +8,179 | $1.8M | +$705.7K | 52.4% |
| STRATEGY ASSET MANAGERS LLC | 47,843 | +6,400 | $3.7M | +$689.0K | 15.4% |
| Gradient Investments LLC | 24,283 | +7,641 | $1.9M | +$668.9K | 45.9% |
| QRG CAPITAL MANAGEMENT, INC. | 59,959 | +5,036 | $4.6M | +$646.6K | 9.2% |
| Bleakley Financial Group, LLC | 21,364 | +7,488 | $1.7M | +$644.1K | 54.0% |
| CIBC Private Wealth Group LLC | 10,229 | +8,085 | $791.2K | +$635.4K | 377.1% |
| Orion Porfolio Solutions, LLC | 49,835 | +5,359 | $3.9M | +$622.7K | 12.0% |
| DAVENPORT & Co LLC | 94,052 | +2,236 | $7.3M | +$602.7K | 2.4% |
| Atria Investments, Inc | 79,862 | +3,031 | $6.2M | +$594.0K | 3.9% |
| AQR CAPITAL MANAGEMENT LLC | 51,005 | +4,589 | $3.9M | +$572.2K | 9.9% |
| SEI INVESTMENTS CO | 91,133 | +1,742 | $7.0M | +$553.3K | 1.9% |
| Rockefeller Capital Management L.P. | 16,171 | +6,491 | $1.3M | +$547.4K | 67.0% |
| Qtron Investments LLC | 12,942 | +6,555 | $1.0M | +$536.9K | 102.6% |
| Concurrent Investment Advisors, LLC | 14,168 | +6,426 | $1.1M | +$533.4K | 83.0% |
| Ramirez Asset Management, Inc. | 65,608 | +2,891 | $5.1M | +$517.2K | 4.6% |
| HighPoint Advisor Group LLC | 16,496 | +5,950 | $1.3M | +$509.6K | 56.4% |
| Envestnet Portfolio Solutions, Inc. | 56,161 | +3,084 | $4.3M | +$487.0K | 5.8% |
| Vanguard Personalized Indexing Management, LLC | 40,371 | +3,666 | $3.1M | +$455.2K | 10.0% |
| ASSETMARK, INC | 52,647 | +2,857 | $4.1M | +$454.0K | 5.7% |
| TD Asset Management Inc | 20,908 | +4,643 | $1.6M | +$435.3K | 28.5% |
| Integrated Wealth Concepts LLC | 11,607 | +4,913 | $897.8K | +$411.3K | 73.4% |
| NBC SECURITIES, INC. | 7,856 | +5,119 | $607.7K | +$408.8K | 187.0% |
| HighTower Advisors, LLC | 50,016 | +2,392 | $3.9M | +$407.9K | 5.0% |
| IEQ CAPITAL, LLC | 19,831 | +4,244 | $1.5M | +$401.2K | 27.2% |
| M&T Bank Corp | 67,443 | +632 | $5.2M | +$362.3K | 0.9% |
| CIBC WORLD MARKET INC. | 48,993 | +1,725 | $3.8M | +$354.6K | 3.6% |
| Cerity Partners LLC | 46,138 | +1,747 | $3.6M | +$342.9K | 3.9% |
| US BANCORP \DE\ | 38,211 | +2,251 | $3.0M | +$342.4K | 6.3% |
| May Hill Capital, LLC | 7,810 | +4,070 | $604.1K | +$332.3K | 108.8% |
| Point72 Asset Management, L.P. | 32,551 | +2,351 | $2.5M | +$323.2K | 7.8% |
| FIRST TRUST ADVISORS LP | 18,503 | +3,198 | $1.4M | +$319.0K | 20.9% |
| Brooklyn Investment Group | 28,485 | +2,500 | $2.2M | +$310.1K | 9.6% |
| First Bank & Trust | 54,262 | +359 | $4.2M | +$280.0K | 0.7% |
| Caprock Group, LLC | 16,101 | +2,226 | $1.3M | +$274.4K | 16.0% |
| Raleigh Capital Management Inc. | 33,927 | +1,540 | $2.6M | +$270.7K | 4.8% |
| Farther Finance Advisors, LLC | 5,604 | +3,258 | $433.5K | +$263.0K | 138.9% |
| Merit Financial Group, LLC | 7,193 | +3,123 | $556.4K | +$260.6K | 76.7% |
| Old Port Advisors | 50,525 | +291 | $3.9M | +$257.6K | 0.6% |
| Global Retirement Partners, LLC | 9,616 | +2,863 | $743.8K | +$253.1K | 42.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 44,090 | +595 | $3.4M | +$249.6K | 1.4% |
| Sequoia Financial Advisors, LLC | 18,831 | +2,220 | $1.5M | +$249.4K | 13.4% |
| D.A. DAVIDSON & CO. | 6,774 | +2,992 | $524.0K | +$249.2K | 79.1% |
| MGO ONE SEVEN LLC | 9,681 | +2,674 | $748.8K | +$239.6K | 38.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41,556 | +21 | $3.3M | +$238.8K | 0.1% |
| HB Wealth Management, LLC | 13,445 | +2,156 | $1.0M | +$219.6K | 19.1% |
| SYON CAPITAL LLC | 16,381 | +1,946 | $1.3M | +$218.1K | 13.5% |
| PRINCIPAL SECURITIES, INC. | 18,331 | +1,758 | $1.4M | +$213.5K | 10.6% |
| Allspring Global Investments Holdings, LLC | 11,757 | +1,968 | $925.3K | +$212.1K | 20.1% |
| Compound Planning, Inc. | 14,514 | +1,912 | $1.1M | +$206.9K | 15.2% |
| SIGNATUREFD, LLC | 22,387 | +1,379 | $1.7M | +$205.0K | 6.6% |
| NewEdge Wealth, LLC | 14,736 | +2,297 | $1.1M | +$202.3K | 18.5% |
| Aaron Wealth Advisors LLC | 8,705 | +1,958 | $673.3K | +$183.0K | 29.0% |
| QUADRANT CAPITAL GROUP LLC | 35,978 | +179 | $2.8M | +$181.4K | 0.5% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 23,864 | +940 | $1.8M | +$180.0K | 4.1% |
| Kestra Advisory Services, LLC | 32,678 | +357 | $2.5M | +$178.9K | 1.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 14,092 | +1,522 | $1.1M | +$176.6K | 12.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,519 | +1,799 | $658.9K | +$170.6K | 26.8% |
| TRUST POINT INC. | 7,712 | +1,833 | $596.5K | +$169.3K | 31.2% |
| GQG Partners LLC | 5,914 | +1,909 | $457.4K | +$166.4K | 47.7% |
| JONES FINANCIAL COMPANIES LLLP | 7,839 | +1,662 | $606.3K | +$164.2K | 26.9% |
| CHOREO, LLC | 14,114 | +1,225 | $1.1M | +$161.0K | 9.5% |
| CITIGROUP INC | 18,666 | +981 | $1.4M | +$158.6K | 5.5% |
| Stratos Wealth Partners, LTD. | 10,582 | +1,476 | $818.5K | +$156.8K | 16.2% |
| Smartleaf Asset Management LLC | 9,469 | +1,367 | $736.4K | +$154.7K | 16.9% |
| WEALTH ALLIANCE, LLC | 28,491 | +123 | $2.2M | +$142.3K | 0.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 6,811 | +1,518 | $526.8K | +$142.2K | 28.7% |
| Henry James International Management Inc. | 30,269 | +1 | $2.3M | +$141.7K | 0.0% |
| Snowden Capital Advisors LLC | 8,281 | +1,231 | $649.1K | +$136.8K | 17.5% |
| Fisher Asset Management, LLC | 23,418 | +295 | $1.8M | +$131.0K | 1.3% |
| BENJAMIN EDWARDS INC | 23,010 | +236 | $1.8M | +$124.8K | 1.0% |
| GROUP ONE TRADING LLC | 1,620 | +1,584 | $125.3K | +$122.7K | 4400.0% |
| AE Wealth Management LLC | 10,780 | +890 | $833.9K | +$115.1K | 9.0% |
| GeoWealth Management, LLC | 8,781 | +946 | $679.2K | +$109.8K | 12.1% |
| AlphaCore Capital LLC | 6,567 | +962 | $513.9K | +$106.6K | 17.2% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,421 | +532 | $960.8K | +$96.8K | 4.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7,879 | +820 | $609.5K | +$96.4K | 11.6% |
| Private Advisor Group, LLC | 13,400 | +447 | $1.0M | +$95.2K | 3.5% |
| Dorsey & Whitney Trust CO LLC | 5,547 | +948 | $429.1K | +$94.9K | 20.6% |
| Versant Capital Management, Inc | 7,447 | +820 | $576.0K | +$94.4K | 12.4% |
| HARBOUR INVESTMENTS, INC. | 2,007 | +1,162 | $155.2K | +$93.8K | 137.5% |
| Herold Advisors, Inc. | 12,167 | +514 | $940.9K | +$93.8K | 4.4% |
| INTRUST BANK NA | 18,413 | +104 | $1.4M | +$93.7K | 0.6% |
| PROFUND ADVISORS LLC | 8,977 | +711 | $694.4K | +$93.7K | 8.6% |
| GREENLEAF TRUST | 5,686 | +916 | $439.8K | +$93.2K | 19.2% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 6,462 | +769 | $506.7K | +$93.0K | 13.5% |
| Valeo Financial Advisors, LLC | 4,646 | +820 | $359.4K | +$81.3K | 21.4% |
| FRANKLIN RESOURCES INC | 10,890 | +389 | $842.3K | +$79.2K | 3.7% |
| GAMMA Investing LLC | 4,028 | +763 | $311.6K | +$74.3K | 23.4% |
| Waverly Advisors, LLC | 5,198 | +672 | $402.1K | +$73.2K | 14.8% |
| Dynasty Wealth Management, LLC | 4,074 | +734 | $315.1K | +$72.4K | 22.0% |
| COMMERCE BANK | 5,091 | +667 | $393.8K | +$72.3K | 15.1% |
| GC Wealth Management RIA, LLC | 8,427 | +407 | $651.8K | +$69.0K | 5.1% |
| SG Americas Securities, LLC | 892,580 | +890,704 | $69.0K | +$68.9K | 47478.9% |
| Transamerica Financial Advisors, LLC | 3,799 | +690 | $293.9K | +$68.0K | 22.2% |
| Pinnacle Wealth Planning Services, Inc. | 6,480 | +500 | $501.2K | +$66.7K | 8.4% |
| Lantz Financial LLC | 7,975 | +400 | $616.9K | +$66.4K | 5.3% |
| Beacon Pointe Advisors, LLC | 4,397 | +598 | $340.1K | +$64.0K | 15.7% |
| FIFTH THIRD BANCORP | 5,270 | +521 | $407.6K | +$62.5K | 11.0% |
| Arax Advisory Partners | 5,736 | +440 | $443.7K | +$58.8K | 8.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 7,130 | +336 | $551.5K | +$57.8K | 4.9% |
| Brucke Financial, Inc. | 5,392 | +562 | $417.0K | +$53.6K | 11.6% |
| Optas, LLC | 8,739 | +160 | $676.0K | +$52.5K | 1.9% |
| TODD ASSET MANAGEMENT LLC | 4,994 | +368 | $386.3K | +$50.1K | 8.0% |
| TD Waterhouse Canada Inc. | 2,262 | +541 | $174.9K | +$49.5K | 31.4% |
| RNC CAPITAL MANAGEMENT LLC | 6,452 | +251 | $499.1K | +$48.4K | 4.0% |
| BAILARD, INC. | 9,895 | +22 | $765.4K | +$47.9K | 0.2% |
| Sterling Capital Management LLC | 10,142 | +2 | $784.5K | +$47.6K | 0.0% |
| Verdence Capital Advisors LLC | 27,516 | +488 | $2.1M | +$42.6K | 1.8% |
| Parallel Advisors, LLC | 3,923 | +327 | $303.5K | +$42.1K | 9.1% |
| RITHOLTZ WEALTH MANAGEMENT | 8,507 | +28 | $658.0K | +$41.8K | 0.3% |
| J.W. COLE ADVISORS, INC. | 8,395 | +517 | $612.6K | +$40.1K | 6.6% |
| Walleye Trading LLC | 5,979 | +151 | $462.5K | +$39.0K | 2.6% |
| Checchi Capital Advisers, LLC | 4,049 | +275 | $313.2K | +$38.9K | 7.3% |
| Savvy Advisors, Inc. | 6,195 | +121 | $479.2K | +$37.8K | 2.0% |
| Sivia Capital Partners, LLC | 3,349 | +375 | $259.0K | +$37.7K | 12.6% |
| Park Place Capital Corp | 7,464 | +38 | $577.4K | +$37.7K | 0.5% |
| GENESIS PRIVATE WEALTH, LLC | 4,270 | +236 | $330.3K | +$37.1K | 5.8% |
| Meridian Wealth Management, LLC | 4,903 | +185 | $379.3K | +$36.4K | 3.9% |
| Moors & Cabot, Inc. | 6,211 | +70 | $480.4K | +$34.1K | 1.1% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6,106 | +68 | $472.3K | +$33.5K | 1.1% |
| JOURNEY STRATEGIC WEALTH LLC | 4,056 | +199 | $313.7K | +$33.4K | 5.2% |
| Prospera Financial Services Inc | 3,892 | +203 | $301.1K | +$33.0K | 5.5% |
| Mayflower Financial Advisors, LLC | 4,059 | +183 | $314.0K | +$32.3K | 4.7% |
| TRUST CO OF VERMONT | 583 | +400 | $45.1K | +$31.8K | 218.6% |
| RFG Advisory, LLC | 5,085 | +98 | $393.4K | +$31.0K | 2.0% |
| Summit Financial, LLC | 3,435 | +68 | $269.4K | +$24.7K | 2.0% |
| NATIXIS ADVISORS, LLC | 2,187,358 | +176,215 | $169.2K | +$23.0K | 8.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,247 | +106 | $251.2K | +$22.9K | 3.4% |
| BROWN BROTHERS HARRIMAN & CO | 870 | +243 | $67.3K | +$21.7K | 38.8% |
| Net Worth Advisory Group | 3,446 | +68 | $266.5K | +$21.1K | 2.0% |
| EASTERN BANK | 1,184 | +200 | $91.6K | +$20.1K | 20.3% |
| PDS Planning, Inc | 3,928 | +20 | $303.8K | +$19.8K | 0.5% |
| HUNTINGTON NATIONAL BANK | 843 | +187 | $65.2K | +$17.5K | 28.5% |
| PRIVATE TRUST CO NA | 2,502 | +74 | $193.5K | +$17.1K | 3.0% |
| Lloyd Advisory Services, LLC. | 3,058 | +17 | $236.6K | +$15.5K | 0.6% |
| Bangor Savings Bank | 276 | +176 | $21.3K | +$14.1K | 176.0% |
| World Investment Advisors | 9,952 | +708 | $685.7K | +$14.0K | 7.7% |
| Cullen/Frost Bankers, Inc. | 346 | +162 | $26.7K | +$13.4K | 88.0% |
| MONTAG A & ASSOCIATES INC | 1,473 | +81 | $113.9K | +$12.8K | 5.8% |
| MAI Capital Management | 1,530 | +77 | $118.3K | +$12.7K | 5.3% |
| Root Financial Partners, LLC | 318 | +149 | $24.6K | +$12.3K | 88.2% |
| Sound Income Strategies, LLC | 946 | +58 | $76.5K | +$11.4K | 6.5% |
| RICHARDSON FINANCIAL SERVICES INC. | 895 | +97 | $69.2K | +$11.2K | 12.2% |
| DEUTSCHE BANK AG\ | 2,230 | +11 | $172.5K | +$11.2K | 0.5% |
| Addison Advisors LLC | 983 | +55 | $76.0K | +$8.6K | 5.9% |
| Federation des caisses Desjardins du Quebec | 282 | +96 | $21.8K | +$8.3K | 51.6% |
| NISA INVESTMENT ADVISORS, LLC | 380 | +80 | $29.4K | +$7.6K | 26.7% |
| ROTHSCHILD INVESTMENT LLC | 714 | +54 | $55.2K | +$7.2K | 8.2% |
| FINANCIAL CONSULATE, INC | 266 | +77 | $20.6K | +$6.8K | 40.7% |
| Geneos Wealth Management Inc. | 461 | +57 | $35.7K | +$6.3K | 14.1% |
| CENTRAL TRUST Co | 931 | +11 | $72.0K | +$5.2K | 1.2% |
| DecisionPoint Financial, LLC | 102 | +64 | $7.9K | +$5.1K | 168.4% |
| Larson Financial Group LLC | 760 | +21 | $58.8K | +$5.1K | 2.8% |
| CoreCap Advisors, LLC | 194 | +38 | $15.0K | +$3.7K | 24.4% |
| Bare Financial Services, Inc | 54 | +40 | $4.2K | +$3.2K | 285.7% |
| Cornerstone Planning Group LLC | 159 | +11 | $13.5K | +$2.2K | 7.4% |
| HANTZ FINANCIAL SERVICES, INC. | 35,307 | +24,961 | $2.7K | +$2.0K | 241.3% |
| Richard W. Paul & Associates, LLC | 385 | +2 | $29.8K | +$1.9K | 0.5% |
| Physician Wealth Advisors, Inc. | 207 | +10 | $16.0K | +$1.7K | 5.1% |
| Triumph Capital Management | 213 | +8 | $16.4K | +$1.6K | 3.9% |
| True Wealth Design, LLC | 296 | +2 | $22.9K | +$1.5K | 0.7% |
| Financial Management Professionals, Inc. | 211 | +3 | $16.5K | +$1.4K | 1.4% |
| HRT FINANCIAL LP | 75,550 | +11,473 | $5.8K | +$1.2K | 17.9% |
| NBT BANK N A /NY | 243 | +4 | $16.2K | +$983 | 1.7% |
| Janney Montgomery Scott LLC | 104,927 | +1,775 | $8.1K | +$620 | 1.7% |
| Rossby Financial, LCC | 75 | +2 | $5.8K | +$482 | 2.7% |
| Retirement Wealth Solutions LLC | 7 | +1 | $542 | +$105 | 16.7% |
| Lester Murray Antman dba SimplyRich | 13,763 | +4 | $1.1K | +$65 | 0.0% |
| NATURAL INVESTMENTS, LLC | 11,617 | +133 | $898 | +$64 | 1.1% |
| BESSEMER GROUP INC | 1,022 | +434 | $78 | +$35 | 73.8% |
| Thrivent Financial for Lutherans | 4,229 | +27 | $329 | +$24 | 0.6% |
| FDx Advisors, Inc. | 4,102 | +21 | $317 | +$10 | 0.5% |
| Smithfield Trust Co | 222 | +39 | $17 | +$4 | 21.3% |