13F QoQ Ownership Changes
RL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 151 new · 279 added · 339 reduced · 64 exited
New Positions(151)
Added To(279)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Invesco Ltd. | 1,324,018 | +275,263 | $468.2M | +$139.3M | 26.2% |
| GOLDMAN SACHS GROUP INC | 895,017 | +255,511 | $316.5M | +$116.0M | 40.0% |
| AQR CAPITAL MANAGEMENT LLC | 881,360 | +245,242 | $311.7M | +$112.2M | 38.5% |
| FMR LLC | 1,453,212 | +150,393 | $513.9M | +$105.4M | 11.5% |
| FIRST TRUST ADVISORS LP | 586,225 | +242,386 | $207.3M | +$99.5M | 70.5% |
| TWO SIGMA INVESTMENTS, LP | 564,947 | +202,925 | $199.8M | +$86.3M | 56.0% |
| Alyeska Investment Group, L.P. | 215,889 | +214,680 | $76.3M | +$76.0M | 17756.8% |
| TWO SIGMA ADVISERS, LP | 344,840 | +179,540 | $121.9M | +$70.1M | 108.6% |
| NORGES BANK | 207,887 | +176,555 | $73.5M | +$67.4M | 563.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,050,543 | +54,686 | $370.9M | +$59.2M | 5.5% |
| Engineers Gate Manager LP | 157,122 | +142,865 | $55.6M | +$51.1M | 1002.1% |
| NATIXIS | 148,260 | +143,305 | $52.4M | +$50.9M | 2892.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 444,337 | +82,522 | $157.1M | +$43.7M | 22.8% |
| AMERICAN CENTURY COMPANIES INC | 274,953 | +71,632 | $97.2M | +$33.5M | 35.2% |
| Quantinno Capital Management LP | 263,299 | +63,012 | $93.1M | +$30.3M | 31.5% |
| BANK OF AMERICA CORP /DE/ | 403,516 | +43,394 | $142.7M | +$29.8M | 12.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 82,903 | +80,116 | $29.3M | +$28.4M | 2874.6% |
| MARSHALL WACE, LLP | 112,268 | +70,163 | $39.7M | +$26.5M | 166.6% |
| Amundi | 159,784 | +57,333 | $56.5M | +$23.6M | 56.0% |
| TRUIST FINANCIAL CORP | 371,086 | +27,848 | $131.2M | +$23.6M | 8.1% |
| MILLENNIUM MANAGEMENT LLC | 267,537 | +21,027 | $94.6M | +$17.3M | 8.5% |
| ENVESTNET ASSET MANAGEMENT INC | 284,439 | +18,838 | $100.6M | +$17.3M | 7.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 355,402 | +1,129 | $125.7M | +$14.6M | 0.3% |
| Vest Financial, LLC | 54,701 | +35,016 | $19.3M | +$13.2M | 177.9% |
| Asset Management One Co., Ltd. | 63,180 | +32,622 | $22.6M | +$13.0M | 106.8% |
| Pictet Asset Management Holding SA | 309,327 | +1,661 | $109.4M | +$12.9M | 0.5% |
| BARCLAYS PLC | 165,418 | +55,019 | $45.4M | +$10.8M | 49.8% |
| BNP PARIBAS FINANCIAL MARKETS | 123,318 | +14,820 | $48.8M | +$10.2M | 13.7% |
| Shellback Capital, LP | 155,413 | +8,413 | $55.0M | +$8.9M | 5.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 119,621 | +12,958 | $42.3M | +$8.9M | 12.1% |
| ALLIANCEBERNSTEIN L.P. | 74,837 | +16,051 | $26.5M | +$8.0M | 27.3% |
| SEI INVESTMENTS CO | 86,704 | +14,366 | $30.7M | +$8.0M | 19.9% |
| PATTON FUND MANAGEMENT, INC. | 22,848 | +21,848 | $8.1M | +$7.8M | 2184.8% |
| Y-Intercept (Hong Kong) Ltd | 22,166 | +20,590 | $7.8M | +$7.3M | 1306.5% |
| IEQ CAPITAL, LLC | 71,492 | +13,920 | $25.3M | +$7.2M | 24.2% |
| BANK OF MONTREAL /CAN/ | 48,247 | +16,654 | $17.1M | +$7.2M | 52.7% |
| Jain Global LLC | 53,547 | +15,909 | $18.9M | +$7.1M | 42.3% |
| Brevan Howard Capital Management LP | 27,378 | +16,549 | $9.7M | +$6.3M | 152.8% |
| Lighthouse Investment Partners, LLC | 22,049 | +17,011 | $7.8M | +$6.2M | 337.6% |
| McKinley Carter Wealth Services, Inc. | 19,054 | +16,533 | $6.7M | +$5.9M | 655.8% |
| Atreides Management, LP | 127,562 | +2,462 | $45.1M | +$5.9M | 2.0% |
| Interval Partners, LP | 72,279 | +9,215 | $25.6M | +$5.8M | 14.6% |
| MEEDER ASSET MANAGEMENT INC | 20,237 | +15,800 | $7.2M | +$5.8M | 356.1% |
| Graham Capital Management, L.P. | 18,178 | +15,782 | $6.4M | +$5.7M | 658.7% |
| Mariner, LLC | 22,401 | +12,125 | $7.9M | +$4.7M | 118.0% |
| Robeco Institutional Asset Management B.V. | 41,688 | +9,133 | $14.7M | +$4.5M | 28.1% |
| RAYMOND JAMES FINANCIAL INC | 87,804 | +3,000 | $31.0M | +$4.5M | 3.5% |
| Focus Partners Wealth | 16,841 | +11,676 | $6.0M | +$4.3M | 226.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 56,400 | +5,500 | $19.9M | +$4.0M | 10.8% |
| RBF Capital, LLC | 20,000 | +10,000 | $7.1M | +$3.9M | 100.0% |
| NISA INVESTMENT ADVISORS, LLC | 42,882 | +6,818 | $15.2M | +$3.9M | 18.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 54,654 | +4,414 | $19.3M | +$3.6M | 8.8% |
| Broad Peak Investment Advisers Pte Ltd | 27,026 | +7,900 | $9.6M | +$3.6M | 41.3% |
| Swiss National Bank | 76,280 | +1,280 | $27.0M | +$3.5M | 1.7% |
| Cerity Partners LLC | 33,447 | +6,309 | $11.8M | +$3.3M | 23.2% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 16,676 | +8,363 | $5.9M | +$3.3M | 100.6% |
| Bridgewater Associates, LP | 31,319 | +5,856 | $11.1M | +$3.1M | 23.0% |
| Creative Planning | 14,425 | +7,389 | $5.1M | +$2.9M | 105.0% |
| LPL Financial LLC | 42,422 | +3,209 | $15.0M | +$2.7M | 8.2% |
| Nicholas Investment Partners, LP | 9,981 | +7,030 | $3.5M | +$2.6M | 238.2% |
| MACQUARIE GROUP LTD | 13,585 | +6,157 | $4.8M | +$2.5M | 82.9% |
| AlphaQuest LLC | 7,781 | +6,591 | $2.8M | +$2.4M | 553.9% |
| FOX RUN MANAGEMENT, L.L.C. | 7,800 | +6,537 | $2.8M | +$2.4M | 517.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,233 | +175 | $2.2M | +$2.2M | 2.9% |
| Empowered Funds, LLC | 41,591 | +1,662 | $14.7M | +$2.2M | 4.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,461 | +3,985 | $7.5M | +$2.1M | 24.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 14,828 | +4,797 | $5.2M | +$2.1M | 47.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 42,480 | +1 | $15.4M | +$2.1M | 0.0% |
| WELLS FARGO & COMPANY/MN | 46,617 | +468 | $16.5M | +$2.0M | 1.0% |
| WINTON GROUP Ltd | 9,329 | +4,928 | $3.3M | +$1.9M | 112.0% |
| Corient Private Wealth LLC | 244,565 | +236,918 | $4.2M | +$1.8M | 3098.2% |
| Illinois Municipal Retirement Fund | 33,442 | +1,361 | $11.8M | +$1.8M | 4.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 36,778 | +625 | $13.0M | +$1.7M | 1.7% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 17,212 | +3,104 | $6.1M | +$1.7M | 22.0% |
| CIBC Asset Management Inc | 8,641 | +3,601 | $3.1M | +$1.5M | 71.4% |
| SummitTX Capital, L.P. | 5,908 | +3,435 | $2.1M | +$1.3M | 138.9% |
| NATIONAL BANK OF CANADA /FI/ | 24,610 | +986 | $8.7M | +$1.3M | 4.2% |
| Caprock Group, LLC | 9,764 | +2,185 | $3.5M | +$1.2M | 28.8% |
| LBP AM SA | 16,327 | +1,723 | $5.8M | +$1.2M | 11.8% |
| Blueshift Asset Management, LLC | 4,057 | +3,260 | $1.4M | +$1.2M | 409.0% |
| Thrive Capital Management, LLC | 9,702 | +2,417 | $3.4M | +$1.1M | 33.2% |
| MUFG Securities EMEA plc | 3,623 | +2,882 | $1.3M | +$1.0M | 388.9% |
| Shay Capital LLC | 5,150 | +2,650 | $1.8M | +$1.0M | 106.0% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 11,507 | +1,735 | $4.1M | +$1.0M | 17.8% |
| Banco Santander, S.A. | 22,324 | +344 | $7.9M | +$1.0M | 1.6% |
| TRUSTMARK BANK TRUST DEPARTMENT | 22,460 | +292 | $7.9M | +$991.1K | 1.3% |
| Mitsubishi UFJ Trust & Banking Corp | 7,921 | +1,966 | $2.8M | +$933.7K | 33.0% |
| Aigen Investment Management, LP | 4,858 | +2,308 | $1.7M | +$918.3K | 90.5% |
| Bridgefront Capital, LLC | 5,250 | +2,176 | $1.9M | +$892.6K | 70.8% |
| Federation des caisses Desjardins du Quebec | 4,741 | +2,210 | $1.7M | +$882.8K | 87.3% |
| BOOTHBAY FUND MANAGEMENT, LLC | 4,516 | +2,222 | $1.6M | +$877.6K | 96.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17,426 | +504 | $6.2M | +$855.9K | 3.0% |
| CAPTRUST FINANCIAL ADVISORS | 8,048 | +1,621 | $2.8M | +$830.6K | 25.2% |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,342 | +2,312 | $828.2K | +$818.7K | 7706.7% |
| Cetera Investment Advisers | 14,582 | +715 | $5.2M | +$808.2K | 5.2% |
| State of Tennessee, Department of Treasury | 17,924 | +281 | $6.3M | +$802.4K | 1.6% |
| Wealthspire Advisors, LLC | 5,038 | +1,897 | $1.8M | +$796.6K | 60.4% |
| Mirae Asset Global Investments Co., Ltd. | 10,866 | +1,012 | $3.8M | +$752.5K | 10.3% |
| Merit Financial Group, LLC | 7,216 | +1,380 | $2.6M | +$721.8K | 23.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,053 | +519 | $4.6M | +$685.5K | 4.1% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 12,255 | +493 | $4.3M | +$645.4K | 4.2% |
| Peak Retirement Planning, Inc. | 7,856 | +1,001 | $2.8M | +$628.6K | 14.6% |
| Procyon Advisors, LLC | 8,042 | +935 | $2.8M | +$615.3K | 13.2% |
| Hilton Capital Management, LLC | 8,364 | +813 | $3.0M | +$589.9K | 10.8% |
| CITIZENS FINANCIAL GROUP INC/RI | 13,389 | +58 | $4.7M | +$554.4K | 0.4% |
| Krilogy Financial LLC | 4,722 | +1,043 | $1.7M | +$535.6K | 28.4% |
| Czech National Bank | 10,220 | +392 | $3.6M | +$532.2K | 4.0% |
| KLP KAPITALFORVALTNING AS | 9,740 | +440 | $3.5M | +$528.4K | 4.7% |
| ODDO BHF ASSET MANAGEMENT SAS | 6,454 | +845 | $2.3M | +$523.4K | 15.1% |
| Sequoia Financial Advisors, LLC | 3,344 | +1,186 | $1.2M | +$505.8K | 55.0% |
| RITHOLTZ WEALTH MANAGEMENT | 7,999 | +567 | $2.8M | +$498.3K | 7.6% |
| MML INVESTORS SERVICES, LLC | 6,474 | +753 | $2.3M | +$495.4K | 13.2% |
| Woodline Partners LP | 5,899 | +790 | $2.1M | +$484.0K | 15.5% |
| Global Retirement Partners, LLC | 2,056 | +1,275 | $727.0K | +$482.1K | 163.3% |
| LMR Partners LLP | 5,369 | +845 | $1.9M | +$480.0K | 18.7% |
| Silvant Capital Management LLC | 10,332 | +166 | $3.7M | +$465.8K | 1.6% |
| NorthCrest Asset Manangement, LLC | 6,379 | +688 | $2.3M | +$438.7K | 12.1% |
| Qtron Investments LLC | 2,011 | +1,133 | $711.1K | +$435.8K | 129.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,394 | +1,076 | $846.5K | +$433.3K | 81.6% |
| Pallas Capital Advisors LLC | 7,749 | +352 | $2.7M | +$420.7K | 4.8% |
| XPONANCE, INC. | 4,805 | +716 | $1.7M | +$416.9K | 17.5% |
| SYON CAPITAL LLC | 3,942 | +791 | $1.4M | +$405.9K | 25.1% |
| Horizon Investments, LLC | 9,040 | +129 | $3.2M | +$402.5K | 1.4% |
| ADELL HARRIMAN & CARPENTER INC | 5,995 | +500 | $2.1M | +$396.9K | 9.1% |
| OPPENHEIMER & CO INC | 6,772 | +400 | $2.4M | +$396.6K | 6.3% |
| Orion Porfolio Solutions, LLC | 8,559 | +160 | $3.0M | +$393.0K | 1.9% |
| Kera Capital Partners, Inc. | 2,762 | +896 | $976.2K | +$391.0K | 48.0% |
| Williamson Legacy Group, LLC | 4,100 | +637 | $1.4M | +$364.0K | 18.4% |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,062 | +969 | $375.5K | +$346.3K | 1041.9% |
| PNC Financial Services Group, Inc. | 6,435 | +218 | $2.3M | +$326.1K | 3.5% |
| GUGGENHEIM CAPITAL LLC | 3,229 | +599 | $1.1M | +$317.1K | 22.8% |
| Chicago Partners Investment Group LLC | 3,387 | +582 | $1.2M | +$315.3K | 20.7% |
| AE Wealth Management LLC | 1,643 | +781 | $581.0K | +$310.7K | 90.6% |
| HB Wealth Management, LLC | 2,522 | +638 | $892.1K | +$301.1K | 33.9% |
| Aaron Wealth Advisors LLC | 5,574 | +224 | $2.0M | +$293.5K | 4.2% |
| Family Management Corp | 1,742 | +710 | $616.0K | +$292.4K | 68.8% |
| Linden Thomas Advisory Services, LLC | 5,551 | +214 | $2.0M | +$289.4K | 4.0% |
| Clearstead Advisors, LLC | 3,160 | +471 | $1.1M | +$274.2K | 17.5% |
| Farther Finance Advisors, LLC | 897 | +747 | $317.2K | +$270.2K | 498.0% |
| Vanguard Personalized Indexing Management, LLC | 4,903 | +233 | $1.7M | +$269.2K | 5.0% |
| Utah Retirement Systems | 6,270 | +45 | $2.2M | +$265.2K | 0.7% |
| Ethic Inc. | 3,318 | +412 | $1.2M | +$262.1K | 14.2% |
| Baker Avenue Asset Management, LP | 2,343 | +518 | $828.5K | +$256.3K | 28.4% |
| PRUDENTIAL PLC | 1,347 | +618 | $476.3K | +$247.7K | 84.8% |
| MGO ONE SEVEN LLC | 4,745 | +163 | $1.7M | +$241.1K | 3.5% |
| Optas, LLC | 1,389 | +576 | $491.2K | +$236.2K | 70.8% |
| GAMMA Investing LLC | 2,244 | +436 | $793.5K | +$226.6K | 24.1% |
| Prestige Wealth Management Group LLC | 1,200 | +1,000 | $282.7K | +$219.8K | 500.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,479 | +510 | $522.9K | +$219.1K | 52.6% |
| Aster Capital Management (DIFC) Ltd | 1,257 | +525 | $444.5K | +$215.0K | 71.7% |
| CHOREO, LLC | 3,343 | +185 | $1.2M | +$205.9K | 5.8% |
| Skandinaviska Enskilda Banken AB (publ) | 1,123 | +500 | $397.1K | +$201.8K | 80.3% |
| PRINCIPAL SECURITIES, INC. | 3,070 | +251 | $1.1M | +$201.7K | 8.9% |
| Dynamic Technology Lab Private Ltd | 4,482 | +65 | $1.6M | +$200.0K | 1.5% |
| MIZUHO SECURITIES USA LLC | 2,822 | +4 | $1.0M | +$199.8K | 0.1% |
| CreativeOne Wealth, LLC | 4,022 | +102 | $1.4M | +$193.0K | 2.6% |
| BROWN BROTHERS HARRIMAN & CO | 727 | +520 | $257.1K | +$192.2K | 251.2% |
| M&T Bank Corp | 1,572 | +411 | $555.4K | +$191.6K | 35.4% |
| WADDELL & ASSOCIATES, LLC | 1,135 | +462 | $401.3K | +$190.3K | 68.6% |
| Rafferty Asset Management, LLC | 4,546 | +21 | $1.6M | +$188.7K | 0.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4,425 | +31 | $1.6M | +$186.9K | 0.7% |
| GREAT LAKES ADVISORS, LLC | 1,397 | +408 | $494.0K | +$183.9K | 41.3% |
| Apollon Wealth Management, LLC | 2,631 | +245 | $930.5K | +$182.4K | 10.3% |
| Polymer Capital Management (US) LLC | 3,329 | +99 | $1.2M | +$164.4K | 3.1% |
| Atria Investments, Inc | 1,700 | +289 | $601.2K | +$158.7K | 20.5% |
| Norinchukin Bank, The | 2,443 | +191 | $863.9K | +$157.7K | 8.5% |
| Interchange Capital Partners, LLC | 1,103 | +337 | $390.0K | +$149.8K | 44.0% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1,418 | +289 | $501.4K | +$147.4K | 25.6% |
| CERTUITY, LLC | 1,595 | +261 | $564.0K | +$145.7K | 19.6% |
| ROTHSCHILD INVESTMENT LLC | 488 | +388 | $172.6K | +$141.2K | 388.0% |
| Versant Capital Management, Inc | 1,832 | +210 | $647.8K | +$139.2K | 12.9% |
| Spire Wealth Management | 1,194 | +290 | $422.1K | +$138.5K | 32.1% |
| EverSource Wealth Advisors, LLC | 1,172 | +290 | $414.4K | +$137.9K | 32.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,187 | +282 | $419.6K | +$135.9K | 31.2% |
| MATHER GROUP, LLC. | 1,913 | +187 | $676.6K | +$135.3K | 10.8% |
| Sivia Capital Partners, LLC | 1,552 | +231 | $548.8K | +$134.6K | 17.5% |
| QRG CAPITAL MANAGEMENT, INC. | 1,158 | +267 | $409.6K | +$130.4K | 30.0% |
| Envestnet Portfolio Solutions, Inc. | 2,099 | +147 | $742.1K | +$130.0K | 7.5% |
| SUMMIT SECURITIES GROUP LLC | 428 | +360 | $151.3K | +$130.0K | 529.4% |
| HUB Investment Partners, LLC | 1,361 | +223 | $481.3K | +$124.4K | 19.6% |
| Venturi Wealth Management, LLC | 1,644 | +180 | $581.3K | +$122.3K | 12.3% |
| PANAGORA ASSET MANAGEMENT INC | 1,694 | +165 | $599.0K | +$119.6K | 10.8% |
| Compound Planning, Inc. | 1,825 | +139 | $645.3K | +$116.7K | 8.2% |
| Wealthfront Advisers LLC | 1,344 | +198 | $475.3K | +$115.9K | 17.3% |
| CITY NATIONAL BANK OF FLORIDA /MSD | 1,558 | +170 | $550.9K | +$115.7K | 12.2% |
| JONES FINANCIAL COMPANIES LLLP | 553 | +295 | $195.5K | +$115.2K | 114.3% |
| Kestra Advisory Services, LLC | 2,270 | +75 | $802.7K | +$114.4K | 3.4% |
| Canada Post Corp Registered Pension Plan | 1,033 | +210 | $365.3K | +$111.3K | 25.5% |
| Wedmont Private Capital | 1,307 | +193 | $471.8K | +$110.0K | 17.3% |
| Radnor Capital Management, LLC | 1,790 | +120 | $633.0K | +$109.3K | 7.2% |
| BLAIR WILLIAM & CO/IL | 1,994 | +87 | $705.1K | +$107.1K | 4.6% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 906 | +216 | $320.4K | +$104.0K | 31.3% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,083 | +191 | $382.9K | +$103.2K | 21.4% |
| Valeo Financial Advisors, LLC | 1,027 | +190 | $363.2K | +$100.7K | 22.7% |
| Bank Julius Baer & Co. Ltd, Zurich | 1,662 | +107 | $587.6K | +$99.9K | 6.9% |
| Vise Technologies, Inc. | 1,096 | +168 | $387.7K | +$96.7K | 18.1% |
| Allegiance Financial Group Advisory Services LLC | 1,580 | +107 | $558.7K | +$95.5K | 7.3% |
| Truvestments Capital LLC | 2,010 | +42 | $710.7K | +$93.6K | 2.1% |
| CARY STREET PARTNERS FINANCIAL LLC | 2,326 | +1 | $822.4K | +$93.2K | 0.0% |
| EARNED WEALTH ADVISORS, LLC | 1,423 | +107 | $503.2K | +$90.5K | 8.1% |
| Concurrent Investment Advisors, LLC | 973 | +154 | $344.1K | +$87.3K | 18.8% |
| FIFTH THIRD BANCORP | 2,112 | +3 | $746.8K | +$85.5K | 0.1% |
| Optimize Financial Inc | 1,937 | +24 | $684.9K | +$85.1K | 1.3% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 926 | +157 | $336.3K | +$83.3K | 20.4% |
| Prospera Financial Services Inc | 1,437 | +66 | $508.2K | +$78.2K | 4.8% |
| Ballentine Partners, LLC | 1,252 | +73 | $442.7K | +$73.0K | 6.2% |
| US BANCORP \DE\ | 1,615 | +17 | $571.1K | +$70.1K | 1.1% |
| Meeder Advisory Services, Inc. | 1,021 | +93 | $361.0K | +$70.1K | 10.0% |
| TD PRIVATE CLIENT WEALTH LLC | 841 | +108 | $297.4K | +$67.5K | 14.7% |
| EVOKE WEALTH, LLC | 894 | +100 | $317.0K | +$67.3K | 12.6% |
| Fielder Capital Group LLC | 1,081 | +61 | $382.3K | +$62.4K | 6.0% |
| Vident Advisory, LLC | 1,257 | +37 | $444.5K | +$62.0K | 3.0% |
| Prosperity Consulting Group, LLC | 1,410 | +17 | $498.6K | +$61.8K | 1.2% |
| KINGSWOOD WEALTH ADVISORS, LLC | 1,488 | +5 | $526.1K | +$61.0K | 0.3% |
| BAM Wealth Management, LLC | 1,044 | +60 | $369.2K | +$60.6K | 6.1% |
| SYM FINANCIAL Corp | 1,262 | +31 | $446.3K | +$60.3K | 2.5% |
| Crestmont Private Wealth LLC | 1,068 | +49 | $377.7K | +$58.1K | 4.8% |
| Kathmere Capital Management, LLC | 726 | +74 | $256.7K | +$52.3K | 11.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1,239 | +6 | $438.1K | +$51.5K | 0.5% |
| RENAISSANCE GROUP LLC | 1,116 | +15 | $394.6K | +$49.4K | 1.4% |
| True Wealth Design, LLC | 634 | +69 | $224.2K | +$47.0K | 12.2% |
| GREENLEAF TRUST | 1,010 | +13 | $357.1K | +$44.5K | 1.3% |
| ASSETMARK, INC | 589 | +62 | $208.3K | +$43.0K | 11.8% |
| Blue Trust, Inc. | 636 | +55 | $224.9K | +$42.7K | 9.5% |
| Modera Wealth Management, LLC | 1,029 | +4 | $363.9K | +$42.5K | 0.4% |
| SG Americas Securities, LLC | 145,964 | +116,211 | $51.6K | +$42.3K | 390.6% |
| Burford Brothers, Inc. | 1,018 | +3 | $360.0K | +$41.7K | 0.3% |
| Diligent Investors, LLC | 1,007 | +1 | $355.9K | +$40.5K | 0.1% |
| Tower Wealth Partners, Inc. | 856 | +13 | $302.7K | +$38.4K | 1.5% |
| Rakuten Securities, Inc. | 162 | +101 | $57.3K | +$38.2K | 165.6% |
| SIGNATUREFD, LLC | 375 | +72 | $132.6K | +$37.6K | 23.8% |
| Cullen/Frost Bankers, Inc. | 736 | +25 | $260.3K | +$37.3K | 3.5% |
| STRS OHIO | 909 | +1 | $321.4K | +$36.7K | 0.1% |
| Parallel Advisors, LLC | 367 | +69 | $129.8K | +$36.3K | 23.1% |
| Symmetry Partners, LLC | 750 | +17 | $265.2K | +$35.3K | 2.3% |
| &PARTNERS | 688 | +12 | $243.3K | +$31.2K | 1.8% |
| Csenge Advisory Group | 666 | +11 | $235.7K | +$30.2K | 1.7% |
| Frank, Rimerman Advisors LLC | 686 | +3 | $242.6K | +$28.4K | 0.4% |
| TD Waterhouse Canada Inc. | 533 | +18 | $188.5K | +$25.0K | 3.5% |
| CIBC Private Wealth Group LLC | 549 | +9 | $194.1K | +$24.8K | 1.7% |
| Smartleaf Asset Management LLC | 251 | +31 | $90.0K | +$22.1K | 14.1% |
| Quent Capital, LLC | 384 | +17 | $135.8K | +$20.7K | 4.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 129 | +49 | $45.6K | +$20.5K | 61.3% |
| MassMutual Private Wealth & Trust, FSB | 179 | +34 | $63.3K | +$17.8K | 23.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 366 | +10 | $129.4K | +$17.8K | 2.8% |
| Root Financial Partners, LLC | 175 | +23 | $62.0K | +$14.2K | 15.1% |
| UMB Bank, n.a. | 326 | +1 | $115.3K | +$13.4K | 0.3% |
| Activest Wealth Management | 41 | +30 | $14.5K | +$11.0K | 272.7% |
| ORG Partners LLC | 36 | +26 | $12.7K | +$9.6K | 260.0% |
| SJS Investment Consulting Inc. | 166 | +6 | $58.7K | +$8.5K | 3.8% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 124 | +10 | $43.8K | +$8.1K | 8.8% |
| Geneos Wealth Management Inc. | 111 | +11 | $39.3K | +$7.9K | 11.0% |
| CYBER HORNET ETFs LLC | 112 | +9 | $39.6K | +$7.3K | 8.7% |
| ACADIAN ASSET MANAGEMENT LLC | 45,057 | +17,366 | $15.9K | +$7.2K | 62.7% |
| PRIVATE TRUST CO NA | 53 | +16 | $18.7K | +$7.1K | 43.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | +12 | $18.1K | +$5.8K | 30.8% |
| Barnes Dennig Private Wealth Management LLC | 56 | +11 | $19.8K | +$5.7K | 24.4% |
| Cornerstone Planning Group LLC | 20 | +7 | $7.1K | +$5.7K | 53.8% |
| JFS WEALTH ADVISORS, LLC | 43 | +12 | $15.2K | +$5.5K | 38.7% |
| CWM, LLC | 25,922 | +6,856 | $9.2K | +$3.2K | 36.0% |
| Marquette Asset Management, LLC | 13 | +8 | $4.6K | +$3.0K | 160.0% |
| Park Square Financial Group, LLC | 48 | +20 | $11.1K | +$2.3K | 71.4% |
| SouthState Corp | 14 | +5 | $5.0K | +$2.1K | 55.5% |
| Westfuller Advisors, LLC | 17 | +4 | $6.0K | +$2.0K | 30.8% |
| CANADA LIFE ASSURANCE Co | 17,360 | +2,267 | $6.1K | +$1.5K | 15.0% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $2.5K | +$1.2K | 75.0% |
| CoreCap Advisors, LLC | 6 | +2 | $2.1K | +$868 | 50.0% |
| Dunhill Financial, LLC | 10 | +1 | $3.6K | +$749 | 11.1% |
| HFM Investment Advisors, LLC | 4 | +1 | $1.4K | +$474 | 33.3% |
| Daiwa Securities Group Inc. | 7,458 | +180 | $2.6K | +$355 | 2.5% |
| Vestcor Inc | 3,022 | +509 | $1.1K | +$281 | 20.3% |
| Cambridge Investment Research Advisors, Inc. | 2,655 | +359 | $939 | +$219 | 15.6% |
| PARK AVENUE SECURITIES LLC | 3,657 | +189 | $1.3K | +$206 | 5.4% |
| CX Institutional | 860 | +126 | $304 | +$74 | 17.2% |
| Covestor Ltd | 238 | +92 | $84 | +$38 | 63.0% |
| HANTZ FINANCIAL SERVICES, INC. | 171 | +74 | $60 | +$30 | 76.3% |
| Migdal Insurance & Financial Holdings Ltd. | 159 | +17 | $56 | +$17 | 12.0% |
| GW&K Investment Management, LLC | 25 | +1 | $9 | +$1 | 4.2% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 8 | +3 | $2 | +$1 | 60.0% |