FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.950.32%
STOXX50E5,860.32-0.39%
XLF51.840.06%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.3°C
UV0
Feels31.9°C
Humidity70%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time8:55 PM
13F QoQ Ownership Changes

SUN Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 37 new · 77 added · 162 reduced · 29 exited

New Positions(37)

ManagerSharesΔ SharesValueΔ Value% Δ
Centiva Capital, LP279,100+279,100$14.6M+$14.6M
Sanctuary Advisors, LLC129,310+129,310$6.8M+$6.8M
Caption Management, LLC113,300+113,300$5.9M+$5.9M
Susquehanna Portfolio Strategies, LLC100,364+100,364$5.3M+$5.3M
K2 PRINCIPAL FUND, L.P.90,000+90,000$4.7M+$4.7M
BNP PARIBAS FINANCIAL MARKETS57,642+57,642$3.0M+$3.0M
Verition Fund Management LLC40,000+40,000$2.1M+$2.1M
GLENMEDE TRUST CO NA38,800+38,800$2.0M+$2.0M
TIG Advisors, LLC35,100+35,100$1.8M+$1.8M
MidFirst Bank30,500+30,500$1.6M+$1.6M
Cresset Asset Management, LLC27,525+27,525$1.4M+$1.4M
BANK OF MONTREAL /CAN/21,422+21,422$1.1M+$1.1M
Focus Partners Wealth16,911+16,911$886.4K+$886.4K
EP Wealth Advisors, LLC15,910+15,910$833.9K+$833.9K
SIMPLEX TRADING, LLC15,199+15,199$796.6K+$796.6K
Aventura Private Wealth, LLC9,545+9,545$506.9K+$506.9K
Counterpoint Mutual Funds LLC6,386+6,386$370.8K+$370.8K
Pinnacle Financial Partners, Inc.6,260+6,260$328.1K+$328.1K
Cerity Partners LLC6,190+6,190$324.4K+$324.4K
Zinnia Wealth Advisory, LLC6,122+6,122$320.9K+$320.9K
Diversified Trust Co5,659+5,659$296.6K+$296.6K
Merit Financial Group, LLC5,621+5,621$294.6K+$294.6K
Allworth Financial LP5,140+5,140$269.4K+$269.4K
EVOKE WEALTH, LLC4,877+4,877$255.6K+$255.6K
Hilton Head Capital Partners, LLC4,089+4,089$214.3K+$214.3K
First Trust Capital Management L.P.3,858+3,858$202.2K+$202.2K
AMERICAN NATIONAL BANK & TRUST3,164+3,164$165.8K+$165.8K
FLAGSHIP HARBOR ADVISORS, LLC2,700+2,700$141.5K+$141.5K
IFP Advisors, Inc2,163+2,163$110.9K+$110.9K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,814+1,814$95.1K+$95.1K
Cresta Advisors, Ltd.1,222+1,222$64.0K+$64.0K
Keating Financial Advisory Services, Inc.572+572$30.0K+$30.0K
ABOUND FINANCIAL, LLC120+120$6.3K+$6.3K
Basepoint Wealth LLC106+106$5.6K+$5.6K
Tower Research Capital LLC (TRC)53+53$2.8K+$2.8K
DV Trading LLC5+5$262+$262
Motiv8 Investments LLC1+1$0$0

Added To(77)

ManagerSharesΔ SharesValueΔ Value% Δ
ALPS ADVISORS INC24,856,265+766,781$1.30B+$98.0M3.2%
FMR LLC1,848,337+1,482,707$96.9M+$78.6M405.5%
JPMORGAN CHASE & CO1,626,278+1,182,662$85.2M+$63.0M266.6%
MORGAN STANLEY1,639,420+617,700$85.9M+$34.8M60.5%
Blackstone Inc.2,434,594+550,618$127.6M+$33.4M29.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP663,394+164,876$34.8M+$9.8M33.1%
Energy Income Partners, LLC1,955,895+39,037$102.5M+$6.6M2.0%
INFRASTRUCTURE CAPITAL ADVISORS, LLC725,366+76,939$38.0M+$4.2M11.9%
BANK OF AMERICA CORP /DE/155,020+57,989$8.1M+$3.3M59.8%
Waverly Advisors, LLC125,451+49,796$6.6M+$2.8M65.8%
WELLS FARGO & COMPANY/MN201,360+40,806$10.6M+$2.5M25.4%
COMMONWEALTH EQUITY SERVICES, LLC29,521+1,266$1.5M+$1.5M4.5%
EXCHANGE TRADED CONCEPTS, LLC126,679+18,123$6.6M+$1.2M16.7%
Kercheville Advisors, LLC154,083+1$8.8M+$1.1M0.0%
RAYMOND JAMES FINANCIAL INC382,521+462$20.0M+$941.2K0.1%
ENVESTNET ASSET MANAGEMENT INC48,088+13,254$2.5M+$778.2K38.0%
Texas Yale Capital Corp.130,696+8,980$6.8M+$762.8K7.4%
VIRTUS ADVISERS, LLC17,520+13,140$937.6K+$718.6K300.0%
IMC-Chicago, LLC45,818+7,567$2.4M+$488.4K19.8%
Rockefeller Capital Management L.P.25,356+6,722$1.3M+$397.0K36.1%
Corient Private Wealth LLC70,040+55,035$378.2K-$372.2K366.8%
CIBC Private Wealth Group LLC142,135+80$7.4M+$345.1K0.1%
Cornerstone Planning Group LLC4,957+4,899$289.7K+$286.8K8446.5%
Cetera Investment Advisers54,349+2,931$2.8M+$277.0K5.7%
Advisors Asset Management, Inc.54,322+2,365$2.8M+$248.6K4.5%
Summit Financial, LLC93,206+26$4.9M+$225.0K0.0%
Gilman Hill Asset Management, LLC38,674+1,045$2.0M+$145.1K2.8%
Creative Planning38,262+915$2.0M+$137.6K2.4%
Concurrent Investment Advisors, LLC6,348+2,095$332.7K+$120.0K49.3%
SFMG, LLC8,200+2,000$429.8K+$119.7K32.3%
DIVIDEND ASSETS CAPITAL, LLC20,763+1,275$1.1M+$113.6K6.5%
AMERIPRISE FINANCIAL INC41,330+182$2.2M+$109.2K0.4%
Larson Financial Group LLC2,208+1,908$115.7K+$100.7K636.0%
SITTNER & NELSON, LLC6,000+1,000$345.6K+$95.5K20.0%
&PARTNERS8,190+1,493$429.3K+$94.3K22.3%
Steward Partners Investment Advisory, LLC2,713+1,655$142.2K+$89.3K156.4%
Quantinno Capital Management LP10,656+1,165$558.5K+$83.8K12.3%
Wealthcare Advisory Partners LLC11,064+1,093$579.8K+$81.2K11.0%
TRUIST FINANCIAL CORP23,623+412$1.2M+$77.3K1.8%
JONES FINANCIAL COMPANIES LLLP8,470+1,087$443.9K+$70.9K14.7%
Genesee Capital Advisors, LLC5,475+1,093$286.9K+$67.8K24.9%
Curi Capital, LLC5,828+999$305.4K+$63.9K20.7%
PNC Financial Services Group, Inc.16,350+450$856.9K+$61.7K2.8%
Quad-Cities Investment Group, LLC14,159+541$742.1K+$61.1K4.0%
BlackRock, Inc.17,057+134$894.0K+$47.6K0.8%
NewEdge Advisors, LLC7,628+548$399.7K+$45.7K7.7%
Russell Investments Group, Ltd.1,569+823$82.2K+$44.9K110.3%
MCDONALD PARTNERS LLC15,300+94$801.9K+$41.4K0.6%
EverSource Wealth Advisors, LLC2,477+700$129.8K+$41.0K39.4%
B. Riley Wealth Advisors, Inc.9,619+322$504.1K+$39.2K3.5%
Glen Eagle Advisors, LLC853+710$44.7K+$37.6K496.5%
Kingsview Wealth Management, LLC9,720+205$509.4K+$33.5K2.1%
IHT Wealth Management, LLC10,602+50$555.7K+$28.0K0.5%
Tradition Wealth Management, LLC9,963+61$522.2K+$27.0K0.6%
BENJAMIN EDWARDS INC7,893+153$413.7K+$26.6K2.0%
U.S. Capital Wealth Advisors, LLC10,059+32$527.2K+$25.7K0.3%
MERCER GLOBAL ADVISORS INC /ADV6,908+7$362.1K+$16.9K0.1%
Patriot Financial Group Insurance Agency, LLC5,684+49$297.9K+$16.1K0.9%
PFG Investments, LLC5,701+15$298.8K+$14.4K0.3%
NORTHERN TRUST CORP4,343+69$227.6K+$13.9K1.6%
Whitener Capital Management, Inc.4,538+3$237.8K+$11.0K0.1%
Newbridge Financial Services Group, Inc.4,257+7$223.1K+$10.5K0.2%
Quadrant Private Wealth Management, LLC4,253+4$222.9K+$10.4K0.1%
World Investment Advisors8,563+4,143$231.0K+$9.9K93.7%
Global Retirement Partners, LLC1,710+77$89.6K+$8.0K4.7%
Caitlin John, LLC2,405+5$126.0K+$6.0K0.2%
Rosenberg Matthew Hamilton188+101$9.9K+$5.5K116.1%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC11,138+77$583.7K-$3.2K0.7%
Key Financial Inc1,007+17$52.8K+$2.7K1.7%
Parallel Advisors, LLC692+11$36.3K+$2.2K1.6%
Geneos Wealth Management Inc.241+4$12.6K+$7811.7%
ARMSTRONG ADVISORY GROUP, INC218+3$11.4K+$7041.4%
Ulland Investment Advisors, LLC5,000+3,000$262+$162150.0%
VAN ECK ASSOCIATES CORP31,545+1,290$1.7K+$1404.3%
Cambridge Investment Research Advisors, Inc.27,469+1,057$1.4K+$1194.0%
WEDBUSH SECURITIES INC5,939+548$311+$4110.2%
CWM, LLC455+44$24+$310.7%

Reduced(162)

ManagerSharesΔ SharesValueΔ Value% Δ
TORTOISE CAPITAL ADVISORS, L.L.C.800,665-656,237$42.0M-$30.9M-45.0%
BOWEN HANES & CO INC600,0000$31.4K-$30.0M0.0%
Invesco Ltd.8,846,679-144,630$463.7M+$14.0M-1.6%
GOLDMAN SACHS GROUP INC5,861,688-534,026$307.2M-$12.6M-8.3%
Recurrent Investment Advisors LLC678,623-255,514$35.6M-$11.1M-27.4%
Royal Bank of Canada177,668-140,421$9.3M-$8.4M-44.1%
CITADEL ADVISORS LLC193,000-154,900$10.1M-$7.3M-44.5%
BARCLAYS PLC444,238-149,732$23.8M-$5.9M-25.2%
NEUBERGER BERMAN GROUP LLC588,129-125,174$30.8M-$4.8M-17.5%
COOPERMAN LEON G1,620,0000$84.9M+$3.9M0.0%
JANE STREET GROUP, LLC95,300-55,304$5.0M-$2.5M-36.7%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,081,035-98,467$161.5M+$2.5M-3.1%
Fractal Investments LLC616,5420$32.3M+$1.5M0.0%
CITIGROUP INC206,856-38,694$10.8M-$1.4M-15.8%
MILLER HOWARD INVESTMENTS INC /NY689,269-5,611$36.1M+$1.4M-0.8%
Adams Asset Advisors, LLC571,5470$30.0M+$1.4M0.0%
Lee Financial Co4,324-21,381$226.6K-$1.1M-83.2%
OSAIC HOLDINGS, INC.47,744-20,160$2.5M-$950.0K-29.7%
UBS Group AG966,882-63,124$50.7M-$836.3K-6.1%
CASTLEARK MANAGEMENT LLC14,450-13,390$757.3K-$635.0K-48.1%
LPL Financial LLC179,123-17,206$9.4M-$430.5K-8.8%
HUB Investment Partners, LLC170,371-763$8.9M+$370.7K-0.4%
Caprock Group, LLC14,426-7,104$756.1K-$370.0K-33.0%
Allianz Asset Management GmbH117,8000$6.2M+$282.7K0.0%
CSS LLC/IL22,054-5,847$1.2M-$239.5K-20.9%
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,500-4,500$445.5K-$204.6K-34.6%
Waldron Private Wealth LLC71,0000$3.7M+$170.4K0.0%
XML Financial, LLC5,728-3,211$300.2K-$146.8K-35.9%
FIRST TRUST ADVISORS LP56,418-243$3.0M+$123.3K-0.4%
HENNESSY ADVISORS INC145,100-9,400$7.6M-$121.9K-6.1%
MML INVESTORS SERVICES, LLC10,464-2,894$548.4K-$119.6K-21.7%
Arkadios Wealth Advisors5,158-2,294$270.3K-$102.3K-30.8%
WHITTIER TRUST CO OF NEVADA INC50,7300$2.7M+$97.4K0.0%
Farther Finance Advisors, LLC4,190-2,028$219.6K-$91.4K-32.6%
PARK CIRCLE Co36,3500$1.9M+$87.2K0.0%
Bank of New York Mellon Corp5,942-1,898$311.4K-$80.7K-24.2%
Empirical Asset Management, LLC28,4050$1.5M+$68.2K0.0%
Zurich Insurance Group Ltd/FI27,2000$1.4M+$65.3K0.0%
STIFEL FINANCIAL CORP30,078-162$1.6M+$64.1K-0.5%
Strategic Advocates LLC4,176-1,492$219.3K-$64.1K-26.3%
CAPTRUST FINANCIAL ADVISORS40,309-773$2.1M+$58.1K-1.9%
Mariner, LLC47,852-3,325$2.5M-$51.5K-6.5%
J.W. COLE ADVISORS, INC.61,326-1,709$3.2M+$51.2K-2.7%
Private Advisor Group, LLC21,1640$1.1M+$50.8K0.0%
AMERICAN FINANCIAL GROUP INC20,0000$1.0M+$48.0K0.0%
CWA Asset Management Group, LLC4,983-1,178$261.2K-$47.0K-19.1%
US BANCORP \DE\18,984-40$995.0K+$43.6K-0.2%
HighTower Advisors, LLC20,571-1,838$1.1M-$42.6K-8.2%
CARY STREET PARTNERS FINANCIAL LLC16,5690$868.4K+$39.8K0.0%
HighPoint Advisor Group LLC4,584-1,000$240.2K-$39.0K-17.9%
Baird Financial Group, Inc.15,848-18$830.6K+$37.1K-0.1%
Linscomb Wealth, Inc.14,7400$772.5K+$35.4K0.0%
UHLMANN PRICE SECURITIES, LLC8,020-1,016$420.3K-$31.5K-11.2%
M&T Bank Corp13,1060$686.9K+$31.5K0.0%
Barnett & Company, Inc.39,583-2,500$2.1M-$30.0K-5.9%
BOKF, NA12,1830$638.5K+$29.2K0.0%
M.E. ALLISON & CO., INC.11,7450$615.6K+$28.2K0.0%
Moors & Cabot, Inc.11,6240$609.2K+$27.9K0.0%
BROWN ADVISORY INC10,9740$575.2K+$26.4K0.0%
Oxbow Advisors, LLC10,5950$555.3K+$25.4K0.0%
BALDWIN WEALTH PARTNERS LLC/MA9,8600$516.8K+$23.7K0.0%
DAVIDSON TRUST CO9,0000$471.7K+$21.6K0.0%
Cypress Capital Group8,6200$451.8K+$20.7K0.0%
CASCADE INVESTMENT GROUP, INC.22,780-1,495$1.2M-$20.1K-6.2%
GPS Wealth Strategies Group, LLC275-410$14.4K-$19.8K-59.9%
Cohen Capital Management, Inc.8,2100$430.3K+$19.7K0.0%
United Advisor Group, LLC8,0930$424.2K+$19.4K0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC39,841-1,127$2.1M+$18.9K-2.8%
Baker Avenue Asset Management, LP9,191-809$481.7K-$18.4K-8.1%
Midwest Trust Co7,5950$398.1K+$18.2K0.0%
Mutual Advisors, LLC4,439-183$232.6K-$17.9K-4.0%
Independent Advisor Alliance6,839-665$358.4K-$16.9K-8.9%
Kestra Advisory Services, LLC17,795-1,188$932.6K-$16.7K-6.3%
Sigma Planning Corp12,972-956$679.9K-$16.6K-6.9%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC6,7960$356.2K+$16.3K0.0%
Avid Wealth Partners LLC6,3980$335.3K+$15.4K0.0%
OPPENHEIMER ASSET MANAGEMENT INC.6,426-6$336.8K+$15.1K-0.1%
KING LUTHER CAPITAL MANAGEMENT CORP6,1430$322.0K+$14.7K0.0%
Abel Hall, LLC6,0000$314.5K+$14.4K0.0%
PSI Advisors, LLC8,892-139$466.0K+$14.4K-1.5%
OPPENHEIMER & CO INC7,396-70$387.6K+$14.2K-0.9%
Jaffetilchin Investment Partners, LLC5,233-529$274.2K-$13.9K-9.2%
MGO ONE SEVEN LLC14,333-964$751.2K-$13.8K-6.3%
BASSO CAPITAL MANAGEMENT, L.P.5,6800$297.7K+$13.6K0.0%
IFG Advisory, LLC5,5950$293.2K+$13.4K0.0%
Stratos Wealth Partners, LTD.9,184-173$481.4K+$13.4K-1.8%
Clark Capital Management Group, Inc.5,5000$288.3K+$13.2K0.0%
Carnegie Investment Counsel5,3940$282.7K+$12.9K0.0%
WEALTH ALLIANCE, LLC5,536-14$290.1K+$12.6K-0.3%
Garrett Wealth Advisory Group, LLC4,9330$258.5K+$11.8K0.0%
BRIDGES INVESTMENT MANAGEMENT INC4,9270$258.2K+$11.8K0.0%
Willis Investment Counsel4,8830$255.9K+$11.7K0.0%
Crumly & Associates Inc.4,7110$246.9K+$11.3K0.0%
RIVERCHASE WEALTH MANAGEMENT, LLC4,6790$245.2K+$11.2K0.0%
Liberty Capital Management, Inc.4,3840$229.8K+$10.5K0.0%
MAI Capital Management5,645-72$295.9K+$10.0K-1.3%
Ethos Financial Group, LLC4,1420$217.1K+$9.9K0.0%
Clearstead Advisors, LLC3,7360$195.8K+$9.0K0.0%
STEEL GROVE CAPITAL ADVISORS, LLC7,0380$368.9K-$8.3K0.0%
Cullen/Frost Bankers, Inc.7,145-500$374.5K-$7.9K-6.5%
Anchor Investment Management, LLC3,0000$157.2K+$7.2K0.0%
Sovereign Investment Advisors, LLC41,400-2,122$2.2M-$6.8K-4.9%
Arax Advisory Partners110-110$5.8K-$5.2K-50.0%
HRT FINANCIAL LP32,508-98,828$1.7K-$4.9K-75.2%
Chung Wu Investment Group, LLC1,8000$94.3K+$4.3K0.0%
Apollon Wealth Management, LLC25,444-1,138$1.3M+$4.2K-4.3%
HARBOUR INVESTMENTS, INC.1,6530$86.6K+$4.0K0.0%
Avidian Wealth Enterprises, LLC6,570-239$344.3K+$3.8K-3.5%
D.A. DAVIDSON & CO.4,348-283$227.9K-$3.7K-6.1%
Front Row Advisors LLC1,3500$70.8K+$3.2K0.0%
Parkside Financial Bank & Trust1,3130$68.8K+$3.2K0.0%
Johnson Financial Group, Inc.1,2000$62.9K+$2.9K0.0%
HHM Wealth Advisors, LLC1,2000$62.9K+$2.9K0.0%
Independence Bank of Kentucky1,0220$53.6K+$2.5K0.0%
JOURNEY STRATEGIC WEALTH LLC9,758-515$511.4K-$2.4K-5.0%
DRW Securities, LLC10,597-667$555.4K+$2.0K-5.9%
Annis Gardner Whiting Capital Advisors, LLC8000$41.9K+$1.9K0.0%
Harbor Asset Planning, Inc.7620$39.9K+$1.8K0.0%
Quent Capital, LLC6900$36.2K+$1.7K0.0%
PRIVATE TRUST CO NA6500$34.1K+$1.6K0.0%
Steigerwald, Gordon & Koch Inc.6260$32.8K+$1.5K0.0%
Root Financial Partners, LLC6250$32.8K+$1.5K0.0%
Marshall & Sterling Wealth Advisors Inc.6020$31.6K+$1.4K0.0%
CoreCap Advisors, LLC5750$30.1K+$1.4K0.0%
LONGFELLOW INVESTMENT MANAGEMENT CO LLC5740$30.1K+$1.4K0.0%
CENTRAL TRUST Co5600$29.4K+$1.3K0.0%
Triumph Capital Management5000$26.2K+$1.2K0.0%
CNB Bank5000$26.2K+$1.2K0.0%
Avalon Trust Co5000$26.2K+$1.2K0.0%
DHJJ Financial Advisors, Ltd.5000$26.2K+$1.2K0.0%
WealthPLAN Partners, LLC6,873-353$360.2K-$1.2K-4.9%
Private Wealth Asset Management, LLC4060$21.3K+$9740.0%
KERR FINANCIAL PLANNING Corp2350$13.6K+$9500.0%
HUNTINGTON NATIONAL BANK3300$17.3K+$7920.0%
BARTLETT & CO. WEALTH MANAGEMENT LLC3300$17.3K+$7920.0%
CALDWELL SUTTER CAPITAL, INC.2810$14.7K+$6740.0%
FARMERS & MERCHANTS INVESTMENTS INC2570$13.5K+$6160.0%
1900 WEALTH MANAGEMENT LLC4,508-204$236.3K+$611-4.3%
Sunbelt Securities, Inc.2310$12.1K+$5550.0%
Blue Trust, Inc.268-4$14.0K+$468-1.5%
ASSETMARK, INC1900$10.0K+$4560.0%
N.E.W. Advisory Services LLC1810$9.5K+$4340.0%
Coastline Trust Co1800$9.4K+$4320.0%
WOLFF WIESE MAGANA LLC1760$9.2K+$4230.0%
Rossby Financial, LCC2000$10.5K+$3640.0%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1460$7.7K+$3510.0%
NBC SECURITIES, INC.291-19$15.3K-$252-6.1%
Stephens Consulting, LLC1000$5.2K+$2400.0%
Financial Network Wealth Advisors LLC980$5.1K+$2350.0%
Cedar Mountain Advisors, LLC930$4.9K+$2230.0%
RESOURCES MANAGEMENT CORP /CT/ /ADV1,780-1,100$93-$217-38.2%
Wilmington Savings Fund Society, FSB800$4.2K+$1920.0%
Hilltop National Bank800$4.2K+$1920.0%
CVA Family Office, LLC790$4.1K+$1890.0%
FIRST HORIZON CORP570$3.0K+$1360.0%
GABLES CAPITAL MANAGEMENT INC.400$2.1K+$960.0%
SWAN Capital LLC370$1.9K+$890.0%
Rudius Management LP330$1.7K+$800.0%
Focus Financial Network, Inc.18,790-901$984.8K+$63-4.6%
Janney Montgomery Scott LLC13,000-833$681-$11-6.0%
Farmers & Merchants Trust Co of Chambersburg PA2,0000$105+$50.0%
BESSEMER GROUP INC4000$21+$10.0%

Sold Out(29)

ManagerSharesΔ SharesValueΔ Value% Δ
Clearbridge Investments, LLC0-662,929$0-$33.2M
Grantham, Mayo, Van Otterloo & Co. LLC0-395,100$0-$19.8M
CIBC Bancorp USA Inc.0-142,055$0-$7.1M
WOLVERINE TRADING, LLC0-95,823$0-$4.8M
ING GROEP NV0-93,100$0-$4.7M
DUFF & PHELPS INVESTMENT MANAGEMENT CO0-91,000$0-$4.6M
Glenmede Investment Management, LP0-39,088$0-$2.0M
WESTWOOD HOLDINGS GROUP INC0-34,335$0-$1.7M
Finer Wealth Management, Inc.0-30,780$0-$1.5M
Compass Wealth Management LLC0-12,880$0-$850.2K
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV0-12,000$0-$600.1K
Hilltop Holdings Inc.0-11,802$0-$590.2K
CAPITAL ADVISORS INC/OK0-5,872$0-$293.7K
L.M. KOHN & COMPANY0-5,400$0-$270.1K
XTX Topco Ltd0-4,896$0-$244.8K
CITIZENS FINANCIAL GROUP INC/RI0-4,639$0-$232.0K
ALPINE ASSOCIATES MANAGEMENT INC.0-4,457$0-$222.9K
Founders Financial Alliance, LLC0-4,363$0-$218.2K
Crescent Grove Advisors, LLC0-4,040$0-$202.0K
Pinnacle Financial Partners Inc0-4,000$0-$200.0K
Advisory Services Network, LLC0-2,685$0-$134.3K
SALEM INVESTMENT COUNSELORS INC0-2,666$0-$133.3K
Icon Wealth Advisors, LLC0-2,574$0-$128.7K
Ameritas Advisory Services, LLC0-2,104$0-$105.2K
PRINCIPAL SECURITIES, INC.0-641$0-$32.0K
Pineridge Advisors LLC0-176$0-$8.8K
UMB Bank, n.a.0-90$0-$4.5K
Global Wealth Strategies & Associates0-33$0-$1.6K
Virtu Financial LLC0-10,970$0-$549