13F QoQ Ownership Changes
SSNC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 117 new · 265 added · 362 reduced · 81 exited
New Positions(117)
Added To(265)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cantillon Capital Management LLC | 12,896,451 | +8,670,094 | $1.10B | +$721.1M | 205.1% |
| BANK OF MONTREAL /CAN/ | 5,126,190 | +5,012,893 | $448.1M | +$438.1M | 4424.6% |
| FMR LLC | 7,749,648 | +2,138,049 | $677.5M | +$179.4M | 38.1% |
| Qube Research & Technologies Ltd | 1,486,163 | +1,007,967 | $129.9M | +$87.5M | 210.8% |
| GOLDMAN SACHS GROUP INC | 2,267,717 | +743,245 | $198.2M | +$62.9M | 48.8% |
| Amundi | 1,196,866 | +580,647 | $104.6M | +$50.8M | 94.2% |
| NORGES BANK | 2,777,920 | +134,422 | $242.8M | +$46.7M | 5.1% |
| Squarepoint Ops LLC | 471,086 | +412,049 | $41.2M | +$35.9M | 698.0% |
| BARCLAYS PLC | 477,137 | +352,655 | $39.5M | +$28.5M | 283.3% |
| DANSKE BANK A/S | 521,042 | +264,365 | $45.5M | +$22.8M | 103.0% |
| Vinva Investment Management Ltd | 267,781 | +253,270 | $23.7M | +$22.4M | 1745.4% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 282,928 | +247,418 | $24.7M | +$21.6M | 696.8% |
| VANGUARD GROUP INC | 20,532,012 | +74,170 | $1.79B | -$20.9M | 0.4% |
| Robeco Institutional Asset Management B.V. | 2,014,370 | +253,731 | $176.1M | +$19.8M | 14.4% |
| PANAGORA ASSET MANAGEMENT INC | 813,506 | +226,144 | $71.1M | +$19.0M | 38.5% |
| SEI INVESTMENTS CO | 233,712 | +149,231 | $20.4M | +$12.9M | 176.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,169,419 | +145,699 | $102.2M | +$11.4M | 14.2% |
| ALLIANCEBERNSTEIN L.P. | 1,407,642 | +146,083 | $123.1M | +$11.1M | 11.6% |
| JANE STREET GROUP, LLC | 246,435 | +124,028 | $21.5M | +$10.7M | 101.3% |
| Sunriver Management LLC | 630,879 | +123,862 | $55.2M | +$10.1M | 24.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 137,799 | +108,746 | $12.0M | +$9.5M | 374.3% |
| Man Group plc | 97,769 | +94,857 | $8.5M | +$8.3M | 3257.4% |
| APG Asset Management N.V. | 283,890 | +87,005 | $21.1M | +$6.3M | 44.2% |
| Cerity Partners LLC | 148,927 | +70,809 | $13.0M | +$6.1M | 90.6% |
| D. E. Shaw & Co., Inc. | 75,000 | +67,769 | $6.6M | +$5.9M | 937.2% |
| JPMORGAN CHASE & CO | 438,389 | +66,500 | $38.3M | +$5.3M | 17.9% |
| Quantinno Capital Management LP | 194,109 | +59,948 | $17.0M | +$5.1M | 44.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,732,017 | +2,534 | $325.3M | -$4.7M | 0.1% |
| Korea Investment CORP | 398,805 | +56,313 | $34.9M | +$4.5M | 16.4% |
| Cresset Asset Management, LLC | 315,964 | +50,526 | $27.6M | +$4.1M | 19.0% |
| DEUTSCHE BANK AG\ | 556,796 | +51,310 | $48.7M | +$3.8M | 10.2% |
| IFM Investors Pty Ltd | 43,659 | +403 | $3.8K | -$3.8M | 0.9% |
| Fisher Asset Management, LLC | 158,724 | +45,094 | $13.9M | +$3.8M | 39.7% |
| Senator Investment Group LP | 1,035,193 | +58,320 | $90.5M | +$3.8M | 6.0% |
| AlphaQuest LLC | 46,566 | +42,665 | $4.1M | +$3.7M | 1093.7% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 818,954 | +49,000 | $71.6M | +$3.3M | 6.4% |
| Russell Investments Group, Ltd. | 764,650 | +46,510 | $66.9M | +$3.2M | 6.5% |
| Callodine Capital Management, LP | 237,253 | +38,286 | $20.7M | +$3.1M | 19.2% |
| SNYDER CAPITAL MANAGEMENT L P | 1,962,140 | +64,248 | $171.5M | +$3.1M | 3.4% |
| STATE STREET CORP | 6,064,115 | +125,580 | $530.1M | +$3.0M | 2.1% |
| LAZARD ASSET MANAGEMENT LLC | 35,341 | +32,987 | $3.1M | +$2.9M | 1401.3% |
| DARK FOREST CAPITAL MANAGEMENT LP | 98,875 | +33,764 | $8.6M | +$2.9M | 51.9% |
| Assenagon Asset Management S.A. | 46,397 | +32,963 | $4.1M | +$2.9M | 245.4% |
| DIMENSIONAL FUND ADVISORS LP | 3,055,527 | +76,096 | $267.1M | +$2.7M | 2.5% |
| Gotham Asset Management, LLC | 474,016 | +36,179 | $41.4M | +$2.6M | 8.3% |
| Focus Partners Wealth | 34,100 | +29,157 | $3.0M | +$2.5M | 589.9% |
| Quantbot Technologies LP | 33,417 | +28,081 | $2.9M | +$2.4M | 526.3% |
| AMERIPRISE FINANCIAL INC | 379,971 | +32,886 | $33.2M | +$2.4M | 9.5% |
| MORGAN STANLEY | 1,085,208 | +42,512 | $94.9M | +$2.3M | 4.1% |
| Kepler Cheuvreux (Suisse) SA | 121,773 | +27,686 | $10.6M | +$2.3M | 29.4% |
| National Pension Service | 213,588 | +26,764 | $18.7M | +$2.1M | 14.3% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 41,976 | +23,125 | $3.7M | +$2.0M | 122.7% |
| Swedbank AB | 3,744,599 | +34,266 | $327.4M | -$2.0M | 0.9% |
| Asset Management One Co., Ltd. | 105,298 | +21,482 | $9.4M | +$2.0M | 25.6% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 104,872 | +22,744 | $9.2M | +$1.9M | 27.7% |
| PZENA INVESTMENT MANAGEMENT LLC | 10,313,582 | +137,691 | $901.6M | -$1.6M | 1.4% |
| Verition Fund Management LLC | 21,117 | +17,597 | $1.8M | +$1.5M | 499.9% |
| MEYER HANDELMAN CO | 109,310 | +16,583 | $9.6M | +$1.3M | 17.9% |
| Foster Victor Wealth Advisors, LLC | 295,413 | +21,950 | $25.3M | +$1.3M | 8.0% |
| Inspire Investing, LLC | 18,108 | +14,619 | $1.6M | +$1.3M | 419.0% |
| Creative Planning | 38,267 | +13,261 | $3.3M | +$1.1M | 53.0% |
| Capital International Investors | 1,121,718 | +4,672 | $98.1M | -$1.1M | 0.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 69,844 | +12,964 | $6.1M | +$1.1M | 22.8% |
| ALLSTATE CORP | 20,719 | +11,061 | $1.8M | +$954.0K | 114.5% |
| Hillsdale Investment Management Inc. | 11,030 | +10,800 | $964.2K | +$943.8K | 4695.6% |
| BRANDES INVESTMENT PARTNERS, LP | 1,052,905 | +26,406 | $92.0M | +$932.9K | 2.6% |
| NewEdge Advisors, LLC | 10,117 | +9,992 | $884.4K | +$873.3K | 7993.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 870,244 | +22,505 | $76.1M | +$831.4K | 2.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 217,237 | +16,278 | $18.6M | +$791.0K | 8.1% |
| TRUIST FINANCIAL CORP | 62,661 | +9,857 | $5.5M | +$790.9K | 18.7% |
| RITHOLTZ WEALTH MANAGEMENT | 20,705 | +9,024 | $1.8M | +$773.2K | 77.3% |
| Hennion & Walsh Asset Management, Inc. | 12,392 | +8,583 | $1.1M | +$745.2K | 225.3% |
| RAYMOND JAMES FINANCIAL INC | 574,125 | +371 | $50.2M | -$736.3K | 0.1% |
| Harvest Investment Services, LLC | 18,439 | +8,380 | $1.6M | +$719.1K | 83.3% |
| LOOMIS SAYLES & CO L P | 268,143 | +11,804 | $23.4M | +$688.4K | 4.6% |
| Old West Investment Management, LLC | 125,983 | +9,522 | $11.0M | +$676.4K | 8.2% |
| Benson Investment Management Company, Inc. | 68,782 | +8,650 | $6.0M | +$675.6K | 14.4% |
| CITADEL ADVISORS LLC | 753,993 | +18,691 | $65.9M | +$648.7K | 2.5% |
| AVIVA PLC | 176,781 | +9,670 | $15.5M | +$621.4K | 5.8% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 625,340 | +2,454 | $54.7M | -$620.1K | 0.4% |
| Empowered Funds, LLC | 12,893 | +6,897 | $1.1M | +$594.9K | 115.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 38,937 | +7,032 | $3.4M | +$572.0K | 22.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 454,515 | +13,219 | $39.7M | +$564.3K | 3.0% |
| Coppell Advisory Solutions LLC | 39,462 | +6,178 | $3.5M | +$559.4K | 18.6% |
| &PARTNERS | 37,294 | +6,704 | $3.3M | +$544.7K | 21.9% |
| Sumitomo Mitsui Trust Group, Inc. | 510,611 | +1,695 | $44.6M | -$533.8K | 0.3% |
| COMMERCE BANK | 645,081 | +15,346 | $56.4M | +$497.7K | 2.4% |
| Skylands Capital, LLC | 80,700 | +6,800 | $7.1M | +$495.4K | 9.2% |
| Federation des caisses Desjardins du Quebec | 43,182 | +6,185 | $3.8M | +$490.3K | 16.7% |
| Northwest & Ethical Investments L.P. | 160,332 | +7,802 | $14.0M | +$477.7K | 5.1% |
| Sterling Capital Management LLC | 28,970 | +5,390 | $2.5M | +$439.6K | 22.9% |
| QRG CAPITAL MANAGEMENT, INC. | 114,785 | +6,471 | $10.0M | +$420.6K | 6.0% |
| Invesco Ltd. | 563,717 | +3,799 | $49.3M | -$418.2K | 0.7% |
| SGL Investment Advisors, Inc. | 48,224 | +828 | $3.6M | -$401.0K | 1.7% |
| MML INVESTORS SERVICES, LLC | 63,244 | +5,387 | $5.5M | +$393.4K | 9.3% |
| ZWJ INVESTMENT COUNSEL INC | 366,394 | +1,315 | $32.0M | -$374.3K | 0.4% |
| Investment Management Corp of Ontario | 22,527 | +4,482 | $2.0M | +$367.6K | 24.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 13,333 | +4,334 | $1.2M | +$366.8K | 48.2% |
| BTC Capital Management, Inc. | 62,055 | +4,947 | $5.4M | +$353.1K | 8.7% |
| Vest Financial, LLC | 10,025 | +4,016 | $876.4K | +$343.0K | 66.8% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 118,531 | +5,524 | $10.4M | +$331.5K | 4.9% |
| Callan Family Office, LLC | 7,058 | +3,816 | $617.0K | +$329.3K | 117.7% |
| BENJAMIN EDWARDS INC | 89,650 | +5,049 | $7.8M | +$328.1K | 6.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 40,662 | +3,166 | $3.6M | +$323.1K | 8.4% |
| Tredje AP-fonden | 19,308 | +3,914 | $1.7M | +$321.5K | 25.4% |
| Sequoia Financial Advisors, LLC | 14,193 | +3,793 | $1.2M | +$317.7K | 36.5% |
| BANK OF NOVA SCOTIA | 15,573 | +3,679 | $1.4M | +$305.7K | 30.9% |
| McIlrath & Eck, LLC | 3,716 | +3,040 | $324.9K | +$264.9K | 449.7% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 197,862 | +20 | $17.3M | -$263.4K | 0.0% |
| Nuveen, LLC | 286,258 | +1,381 | $25.0M | -$261.0K | 0.5% |
| Summit Trail Advisors, LLC | 21,070 | +3,203 | $1.8M | +$256.1K | 17.9% |
| AMERICAN CENTURY COMPANIES INC | 43,949 | +3,508 | $3.8M | +$252.5K | 8.7% |
| Wealthfront Advisers LLC | 45,347 | +3,329 | $4.0M | +$234.7K | 7.9% |
| BRADLEY FOSTER & SARGENT INC/CT | 208,667 | +578 | $18.2M | -$228.3K | 0.3% |
| NISA INVESTMENT ADVISORS, LLC | 2,945 | +2,567 | $257.5K | +$223.9K | 679.1% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 9,870 | +2,600 | $862.8K | +$217.6K | 35.8% |
| ARISTEIA CAPITAL, L.L.C. | 5,695 | +2,396 | $497.9K | +$205.0K | 72.6% |
| TD Asset Management Inc | 65,829 | +2,969 | $5.8M | +$175.3K | 4.7% |
| Pictet Asset Management Holding SA | 124,828 | +3,854 | $10.9M | +$174.8K | 3.2% |
| CRAWFORD INVESTMENT COUNSEL INC | 228,333 | +5,408 | $20.0M | +$174.0K | 2.4% |
| World Investment Advisors | 15,718 | +1,495 | $1.1M | -$153.4K | 10.5% |
| PNC Financial Services Group, Inc. | 19,735 | +2,006 | $1.7M | +$151.6K | 11.3% |
| State of Wyoming | 2,029 | +1,649 | $177.4K | +$143.6K | 433.9% |
| Waverly Advisors, LLC | 7,493 | +1,654 | $655.0K | +$136.7K | 28.3% |
| CSS LLC/IL | 18,800 | +1,820 | $1.6M | +$136.4K | 10.7% |
| M&T Bank Corp | 6,404 | +1,616 | $560.0K | +$135.2K | 33.8% |
| VALLEY WEALTH MANAGERS, INC. | 230,702 | +4,879 | $20.2M | +$123.9K | 2.2% |
| Wilmington Savings Fund Society, FSB | 35,501 | +1,922 | $3.1M | +$123.0K | 5.7% |
| Caprock Group, LLC | 7,336 | +1,429 | $641.4K | +$117.6K | 24.2% |
| ProShare Advisors LLC | 82,839 | +2,562 | $7.2M | +$116.4K | 3.2% |
| Ransom Advisory, Ltd | 1,620 | +1,595 | $114.5K | +$112.2K | 6380.0% |
| CARRET ASSET MANAGEMENT, LLC | 8,840 | +1,229 | $772.8K | +$97.2K | 16.1% |
| OMERS ADMINISTRATION Corp | 32,866 | +1,589 | $2.9M | +$97.0K | 5.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 128,399 | +3,026 | $11.2M | +$96.5K | 2.4% |
| Forum Financial Management, LP | 6,480 | +1,164 | $566.5K | +$94.6K | 21.9% |
| Sylvest Advisors, LLC | 7,565 | +1,150 | $661.3K | +$91.9K | 17.9% |
| OPPENHEIMER & CO INC | 10,604 | +1,141 | $927.0K | +$87.1K | 12.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 132,053 | +2,409 | $11.6M | +$81.6K | 1.9% |
| Truvestments Capital LLC | 8,754 | +1,047 | $765.3K | +$81.3K | 13.6% |
| NATIONAL BANK OF CANADA /FI/ | 4,010 | +980 | $350.1K | +$81.2K | 32.3% |
| Davis Capital Management | 12,941 | +955 | $1.1M | +$67.4K | 8.0% |
| DENALI ADVISORS LLC | 7,700 | +800 | $673.1K | +$60.7K | 11.6% |
| Global Retirement Partners, LLC | 2,094 | +694 | $183.0K | +$58.7K | 49.6% |
| Aristides Capital LLC | 21,776 | +980 | $1.9M | +$57.8K | 4.7% |
| DEAN INVESTMENT ASSOCIATES, LLC | 56,027 | +1,474 | $4.9M | +$55.8K | 2.7% |
| TD PRIVATE CLIENT WEALTH LLC | 30,025 | +1,070 | $2.6M | +$54.7K | 3.7% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 120,536 | +1,205 | $10.5M | -$54.6K | 1.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 117,196 | +1,200 | $10.2M | -$50.5K | 1.0% |
| Bryn Mawr Trust Advisors, LLC | 138,546 | +2,653 | $12.1M | +$49.8K | 1.9% |
| Advisory Services Network, LLC | 4,679 | +623 | $409.1K | +$49.0K | 15.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3,484 | +559 | $304.6K | +$44.9K | 19.1% |
| Farther Finance Advisors, LLC | 2,938 | +543 | $256.8K | +$44.2K | 22.7% |
| Kera Capital Partners, Inc. | 4,292 | +827 | $351.5K | +$43.9K | 23.9% |
| GAMMA Investing LLC | 5,874 | +558 | $513.5K | +$41.7K | 10.5% |
| AFFINITY INVESTMENT ADVISORS, LLC | 9,621 | +610 | $841.1K | +$41.3K | 6.8% |
| STEPHENS INC /AR/ | 39,243 | +1,050 | $3.4M | +$40.6K | 2.7% |
| BLAIR WILLIAM & CO/IL | 118,121 | +2,238 | $10.3M | +$40.4K | 1.9% |
| Skandinaviska Enskilda Banken AB (publ) | 48,412 | +1,179 | $4.2M | +$39.8K | 2.5% |
| Dean Capital Management | 28,830 | +879 | $2.5M | +$39.4K | 3.1% |
| Global X Japan Co., Ltd. | 1,266 | +440 | $110.7K | +$37.4K | 53.3% |
| Transamerica Financial Advisors, LLC | 1,614 | +435 | $141.1K | +$36.4K | 36.9% |
| Mutual Advisors, LLC | 5,284 | +8 | $461.9K | +$35.2K | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 10,969 | +439 | $958.9K | +$33.5K | 4.2% |
| Smartleaf Asset Management LLC | 2,040 | +342 | $180.5K | +$30.9K | 20.1% |
| HB Wealth Management, LLC | 3,895 | +404 | $340.5K | +$30.6K | 11.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 155,869 | +2,693 | $13.6M | +$30.2K | 1.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,827 | +5 | $2.0M | -$30.1K | 0.0% |
| KLP KAPITALFORVALTNING AS | 75,400 | +800 | $6.6M | -$30.0K | 1.1% |
| 44 WEALTH MANAGEMENT LLC | 30,343 | +125 | $2.7M | -$29.6K | 0.4% |
| ROTHSCHILD INVESTMENT LLC | 23,898 | +28 | $2.1M | -$29.5K | 0.1% |
| FIFTH THIRD BANCORP | 481 | +329 | $42.0K | +$28.6K | 216.4% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 48,661 | +415 | $4.3M | -$28.4K | 0.9% |
| LEUTHOLD GROUP, LLC | 50,865 | +478 | $4.4M | -$25.7K | 0.9% |
| Versant Capital Management, Inc | 1,335 | +296 | $116.7K | +$24.5K | 28.5% |
| Merit Financial Group, LLC | 8,015 | +368 | $700.7K | +$21.9K | 4.8% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 28,813 | +195 | $2.5M | -$21.3K | 0.7% |
| Tidal Investments LLC | 83,783 | +1,032 | $7.3M | -$20.7K | 1.2% |
| HANCOCK WHITNEY CORP | 3,962 | +287 | $346.4K | +$20.2K | 7.8% |
| STIFEL FINANCIAL CORP | 148,337 | +2,015 | $13.0M | -$19.8K | 1.4% |
| Katamaran Capital LLP | 61,212 | +703 | $5.4M | -$19.6K | 1.2% |
| USS Investment Management Ltd | 38,934 | +805 | $3.4M | +$19.3K | 2.1% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 500 | +200 | $43.7K | +$17.1K | 66.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20,581 | +497 | $1.8M | +$16.5K | 2.5% |
| Lido Advisors, LLC | 3,475 | +187 | $308.3K | +$16.4K | 5.7% |
| XPONANCE, INC. | 27,510 | +233 | $2.4M | -$16.2K | 0.8% |
| Compound Planning, Inc. | 5,315 | +256 | $464.7K | +$15.6K | 5.1% |
| Johnson Financial Group, Inc. | 888 | +188 | $77.6K | +$15.5K | 26.9% |
| Parkside Financial Bank & Trust | 1,334 | +186 | $116.6K | +$14.7K | 16.2% |
| CERTUITY, LLC | 5,415 | +240 | $473.4K | +$14.0K | 4.6% |
| CIBC Private Wealth Group LLC | 3,815 | +211 | $333.5K | +$13.6K | 5.8% |
| FourThought Financial Partners, LLC | 3,029 | +192 | $264.8K | +$13.0K | 6.8% |
| WPG Advisers, LLC | 217 | +149 | $19.0K | +$12.9K | 219.1% |
| Arkadios Wealth Advisors | 14,430 | +361 | $1.3M | +$12.7K | 2.6% |
| Illinois Municipal Retirement Fund | 30,496 | +324 | $2.7M | -$12.1K | 1.1% |
| Legacy Wealth Asset Management, LLC | 8,122 | +259 | $710.0K | +$12.1K | 3.3% |
| United Community Bank | 1,285 | +155 | $112.3K | +$12.0K | 13.7% |
| Raiffeisen Bank International AG | 8,613 | +99 | $762.3K | +$12.0K | 1.2% |
| 1620 INVESTMENT ADVISORS, INC. | 1,711 | +160 | $149.6K | +$11.9K | 10.3% |
| NorthCrest Asset Manangement, LLC | 7,075 | +89 | $623.9K | +$11.5K | 1.3% |
| ASSETMARK, INC | 65,663 | +1,119 | $5.7M | +$11.3K | 1.7% |
| PRIVATE TRUST CO NA | 502 | +133 | $43.9K | +$11.1K | 36.0% |
| Cullen/Frost Bankers, Inc. | 17,271 | +142 | $1.5M | -$10.6K | 0.8% |
| Salvus Wealth Management, LLC | 5,741 | +200 | $501.9K | +$10.1K | 3.6% |
| Legacy Capital Group California, Inc. | 3,920 | +172 | $342.7K | +$10.0K | 4.6% |
| HUNTINGTON NATIONAL BANK | 524 | +113 | $45.8K | +$9.3K | 27.5% |
| Quent Capital, LLC | 548 | +103 | $47.9K | +$8.4K | 23.1% |
| First National Bank of Hutchinson | 11,927 | +86 | $1.0M | -$8.3K | 0.7% |
| AlphaCore Capital LLC | 4,507 | +154 | $394.0K | +$7.6K | 3.5% |
| SIGNATUREFD, LLC | 3,785 | +141 | $330.9K | +$7.5K | 3.9% |
| Fiduciary Trust Co | 6,162 | +173 | $538.7K | +$7.1K | 2.9% |
| CENTRAL TRUST Co | 510 | +84 | $44.6K | +$6.8K | 19.7% |
| Root Financial Partners, LLC | 552 | +84 | $48.3K | +$6.7K | 17.9% |
| Rockefeller Capital Management L.P. | 5,808 | +12 | $507.8K | -$6.7K | 0.2% |
| Deseret Mutual Benefit Administrators | 290 | +77 | $25.4K | +$6.4K | 36.1% |
| JFS WEALTH ADVISORS, LLC | 270 | +60 | $23.6K | +$5.0K | 28.6% |
| Park Place Capital Corp | 124 | +57 | $10.8K | +$4.9K | 85.1% |
| Corient Private Wealth LLC | 9,962 | +95 | $870.9K | -$4.9K | 1.0% |
| BROWN BROTHERS HARRIMAN & CO | 126 | +56 | $11.0K | +$4.8K | 80.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,545 | +31 | $484.7K | -$4.7K | 0.6% |
| MGO ONE SEVEN LLC | 11,391 | +125 | $995.8K | -$4.2K | 1.1% |
| Net Worth Advisory Group | 3,527 | +8 | $308.3K | -$4.0K | 0.2% |
| Atlantic Union Bankshares Corp | 4,148 | +22 | $362.6K | -$3.6K | 0.5% |
| UMB Bank, n.a. | 368 | +46 | $32.2K | +$3.6K | 14.3% |
| Achmea Investment Management B.V. | 247,677 | +42,965 | $21.7K | +$3.5K | 21.0% |
| CARY STREET PARTNERS FINANCIAL LLC | 1,001 | +52 | $87.5K | +$3.3K | 5.5% |
| BOYAR ASSET MANAGEMENT INC. | 18,846 | +250 | $1.6M | -$3.1K | 1.3% |
| Crewe Advisors LLC | 92 | +35 | $8.0K | +$3.0K | 61.4% |
| CIBC Asset Management Inc | 11,767 | +210 | $1.0M | +$2.9K | 1.8% |
| OneDigital Investment Advisors LLC | 2,505 | +10 | $219.0K | -$2.5K | 0.4% |
| Bell Investment Advisors, Inc | 112 | +27 | $9.8K | +$2.2K | 31.8% |
| Haven Private, LLC | 9,880 | +124 | $863.7K | -$2.2K | 1.3% |
| True Wealth Design, LLC | 417 | +30 | $36.5K | +$2.1K | 7.8% |
| OLD NATIONAL BANCORP /IN/ | 2,422 | +13 | $211.7K | -$2.1K | 0.5% |
| First Pacific Financial | 104 | +24 | $9.1K | +$2.0K | 30.0% |
| SJS Investment Consulting Inc. | 42 | +22 | $3.7K | +$1.9K | 110.0% |
| CANADA LIFE ASSURANCE Co | 116,422 | +21,727 | $10.2K | +$1.8K | 22.9% |
| Steward Partners Investment Advisory, LLC | 1,440 | +1 | $125.9K | -$1.8K | 0.1% |
| TECTONIC ADVISORS LLC | 15,533 | +216 | $1.4M | -$1.7K | 1.4% |
| Ironwood Investment Counsel, LLC | 3,938 | +76 | $344.3K | +$1.6K | 2.0% |
| Global View Capital Management LLC | 4,061 | +44 | $355.0K | -$1.5K | 1.1% |
| Murphy & Mullick Capital Management Corp | 1,199 | +1 | $104.8K | -$1.5K | 0.1% |
| Handelsbanken Fonder AB | 103,610 | +17,581 | $9.1K | +$1.4K | 20.4% |
| Fortitude Family Office, LLC | 140 | +18 | $12.2K | +$1.4K | 14.8% |
| ALPS ADVISORS INC | 9,744 | +132 | $851.8K | -$1.3K | 1.4% |
| CoreCap Advisors, LLC | 22 | +13 | $1.9K | +$1.1K | 144.4% |
| Blue Trust, Inc. | 869 | +1 | $76.0K | -$1.1K | 0.1% |
| Bay Harbor Wealth Management, LLC | 26 | +12 | $2.3K | +$1.0K | 85.7% |
| Avantra Family Wealth, Inc. | 15,175 | +239 | $1.3M | +$880 | 1.6% |
| ACADIAN ASSET MANAGEMENT LLC | 14,760 | +9,096 | $1.3K | +$787 | 160.6% |
| Rialto Wealth Management, LLC | 880 | +4 | $77.0K | -$766 | 0.5% |
| THOMPSON SIEGEL & WALMSLEY LLC | 401,923 | +14,278 | $35.1K | +$729 | 3.7% |
| American Capital Advisory, LLC | 9 | +7 | $787 | +$609 | 350.0% |
| BELLEVUE ASSET MANAGEMENT, LLC | 539 | +2 | $47.1K | -$574 | 0.4% |
| HARBOUR INVESTMENTS, INC. | 198 | +1 | $17.3K | -$177 | 0.5% |
| Quaker Wealth Management, LLC | 10 | +2 | $875 | +$164 | 25.0% |
| Hughes Financial Services, LLC | 22 | +1 | $1.9K | +$140 | 4.8% |
| Spire Wealth Management | 869 | +14 | $76.0K | +$78 | 1.6% |
| Cambridge Investment Research Advisors, Inc. | 3,867 | +587 | $338 | +$47 | 17.9% |
| CWM, LLC | 34,474 | +41 | $3.0K | -$42 | 0.1% |
| BI Asset Management Fondsmaeglerselskab A/S | 10,878 | +617 | $951 | +$40 | 6.0% |
| DiNuzzo Private Wealth, Inc. | 40 | +1 | $3.5K | +$39 | 2.6% |
| DELPHI MANAGEMENT INC /MA/ | 17,888 | +616 | $1.6K | +$31 | 3.6% |
| BESSEMER GROUP INC | 750 | +34 | $67 | +$3 | 4.7% |
| Thrivent Financial for Lutherans | 11,192 | +99 | $982 | -$3 | 0.9% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 72 | +32 | $6 | +$3 | 80.0% |