13F QoQ Ownership Changes
THC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 112 new · 260 added · 329 reduced · 83 exited
New Positions(112)
Added To(260)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1,135,801 | +1,042,260 | $225.7M | +$206.7M | 1114.2% |
| D. E. Shaw & Co., Inc. | 1,189,512 | +444,616 | $236.4M | +$85.1M | 59.7% |
| Boston Partners | 3,642,136 | +494,581 | $723.8M | +$84.8M | 15.7% |
| FARALLON CAPITAL MANAGEMENT LLC | 786,153 | +372,153 | $158.0M | +$74.0M | 89.9% |
| Allianz Asset Management GmbH | 868,134 | +380,632 | $172.5M | +$73.5M | 78.1% |
| AQR CAPITAL MANAGEMENT LLC | 2,256,539 | +380,116 | $448.4M | +$67.4M | 20.3% |
| NOMURA HOLDINGS INC | 324,743 | +168,303 | $64.5M | +$32.8M | 107.6% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 364,487 | +151,219 | $72.4M | +$29.1M | 70.9% |
| Qube Research & Technologies Ltd | 170,333 | +144,704 | $33.8M | +$28.6M | 564.6% |
| Candriam S.C.A. | 178,601 | +143,785 | $35.5M | +$28.4M | 413.0% |
| TWO SIGMA INVESTMENTS, LP | 189,930 | +123,360 | $37.7M | +$24.2M | 185.3% |
| Nuveen, LLC | 1,155,677 | +124,223 | $229.7M | +$20.2M | 12.0% |
| GOLDMAN SACHS GROUP INC | 387,386 | +107,861 | $77.0M | +$20.2M | 38.6% |
| VICTORY CAPITAL MANAGEMENT INC | 731,575 | +114,876 | $145.4M | +$20.2M | 18.6% |
| BANK OF AMERICA CORP /DE/ | 1,198,072 | +119,487 | $238.1M | +$19.1M | 11.1% |
| BARCLAYS PLC | 257,216 | +126,642 | $45.3M | +$18.8M | 97.0% |
| RBF Capital, LLC | 186,474 | +93,237 | $37.1M | +$18.1M | 100.0% |
| Gotham Asset Management, LLC | 109,667 | +77,501 | $21.8M | +$15.3M | 240.9% |
| Explore Capital Management, LLC | 133,900 | +83,600 | $25.4M | +$15.2M | 166.2% |
| ENVESTNET ASSET MANAGEMENT INC | 234,589 | +71,129 | $46.6M | +$13.4M | 43.5% |
| TWO SIGMA ADVISERS, LP | 70,000 | +66,300 | $13.9M | +$13.2M | 1791.9% |
| California Public Employees Retirement System | 231,467 | +65,157 | $46.0M | +$12.2M | 39.2% |
| SEI INVESTMENTS CO | 340,422 | +63,796 | $67.6M | +$11.5M | 23.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 115,930 | +56,778 | $23.0M | +$11.0M | 96.0% |
| Man Group plc | 71,005 | +53,819 | $14.1M | +$10.6M | 313.1% |
| FRED ALGER MANAGEMENT, LLC | 148,117 | +50,511 | $29.4M | +$9.6M | 51.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 426,799 | +54,801 | $84.8M | +$9.3M | 14.7% |
| LPL Financial LLC | 122,609 | +45,260 | $24.4M | +$8.7M | 58.5% |
| BNP PARIBAS FINANCIAL MARKETS | 228,144 | +45,020 | $45.3M | +$8.2M | 24.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 64,300 | +41,000 | $12.8M | +$8.0M | 176.0% |
| Amundi | 66,904 | +39,894 | $13.3M | +$7.9M | 147.7% |
| Weiss Asset Management LP | 41,085 | +39,004 | $8.2M | +$7.7M | 1874.3% |
| PANAGORA ASSET MANAGEMENT INC | 186,856 | +35,093 | $37.1M | +$6.3M | 23.1% |
| NATIXIS | 31,062 | +30,979 | $6.2M | +$6.2M | 37324.1% |
| FIRST TRUST ADVISORS LP | 214,756 | +34,862 | $42.7M | +$6.2M | 19.4% |
| MORGAN STANLEY | 840,693 | +45,801 | $167.1M | +$5.7M | 5.8% |
| Transamerica Financial Advisors, LLC | 27,703 | +27,663 | $5.5M | +$5.5M | 69157.5% |
| IEQ CAPITAL, LLC | 134,026 | +28,499 | $26.6M | +$5.2M | 27.0% |
| Mariner, LLC | 55,952 | +26,584 | $11.1M | +$5.2M | 90.5% |
| Caption Management, LLC | 54,231 | +26,405 | $10.8M | +$5.1M | 94.9% |
| Squarepoint Ops LLC | 55,711 | +25,790 | $11.1M | +$5.0M | 86.2% |
| Verition Fund Management LLC | 148,710 | +27,651 | $29.6M | +$5.0M | 22.8% |
| Empowered Funds, LLC | 233,204 | +24,673 | $46.3M | +$4.0M | 11.8% |
| Livforsakringsbolaget Skandia, Omsesidigt | 38,650 | +20,050 | $7.7M | +$3.9M | 107.8% |
| Brandywine Global Investment Management, LLC | 126,248 | +21,435 | $25.1M | +$3.8M | 20.4% |
| STIFEL FINANCIAL CORP | 38,033 | +18,971 | $7.6M | +$3.7M | 99.5% |
| Rhenman & Partners Asset Management AB | 76,504 | +18,075 | $15.2M | +$3.3M | 30.9% |
| Swedbank AB | 146,133 | +18,750 | $29.0M | +$3.2M | 14.7% |
| Cetera Investment Advisers | 46,680 | +15,246 | $9.3M | +$2.9M | 48.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 13,199 | +11,769 | $2.6M | +$2.3M | 823.0% |
| Schonfeld Strategic Advisors LLC | 22,249 | +11,413 | $4.4M | +$2.2M | 105.3% |
| WELLS FARGO & COMPANY/MN | 256,484 | +15,734 | $51.0M | +$2.1M | 6.5% |
| Y-Intercept (Hong Kong) Ltd | 23,098 | +10,383 | $4.6M | +$2.0M | 81.7% |
| ExodusPoint Capital Management, LP | 28,764 | +10,301 | $5.7M | +$2.0M | 55.8% |
| DARK FOREST CAPITAL MANAGEMENT LP | 21,865 | +10,066 | $4.3M | +$1.9M | 85.3% |
| Cerity Partners LLC | 156,141 | +12,060 | $31.0M | +$1.8M | 8.4% |
| Walleye Trading LLC | 39,700 | +8,721 | $7.9M | +$1.6M | 28.1% |
| Huber Capital Management LLC | 60,301 | +9,000 | $12.0M | +$1.6M | 17.5% |
| Atria Investments, Inc | 13,086 | +7,982 | $2.6M | +$1.6M | 156.4% |
| DEUTSCHE BANK AG\ | 161,036 | +10,997 | $32.0M | +$1.5M | 7.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 42,180 | +8,273 | $8.4M | +$1.5M | 24.4% |
| MACKENZIE FINANCIAL CORP | 30,569 | +7,579 | $6.1M | +$1.5M | 33.0% |
| BECK CAPITAL MANAGEMENT, LLC | 20,406 | +7,032 | $4.1M | +$1.3M | 52.6% |
| Quantinno Capital Management LP | 103,538 | +7,160 | $20.6M | +$1.0M | 7.4% |
| M&T Bank Corp | 9,785 | +4,684 | $1.9M | +$909.4K | 91.8% |
| Focus Partners Wealth | 16,249 | +4,585 | $3.2M | +$860.7K | 39.3% |
| Thrive Capital Management, LLC | 16,995 | +4,578 | $3.4M | +$856.1K | 36.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,661 | +3,629 | $6.4M | +$852.8K | 13.4% |
| Hillsdale Investment Management Inc. | 27,490 | +4,690 | $5.5M | +$833.5K | 20.6% |
| Advisory Services Network, LLC | 11,344 | +4,283 | $2.3M | +$820.6K | 60.6% |
| Advisors Asset Management, Inc. | 6,706 | +4,145 | $1.3M | +$812.6K | 161.8% |
| Creative Planning | 28,986 | +4,335 | $5.8M | +$755.0K | 17.6% |
| Mitsubishi UFJ Trust & Banking Corp | 26,396 | +4,003 | $5.2M | +$698.7K | 17.9% |
| PICTON MAHONEY ASSET MANAGEMENT | 3,121 | +1,844 | $620.2K | +$619.9K | 144.4% |
| VIRTUS ADVISERS, LLC | 3,601 | +3,089 | $707.5K | +$603.6K | 603.3% |
| Walleye Capital LLC | 143,989 | +310 | $28.6M | -$559.1K | 0.2% |
| Sivia Capital Partners, LLC | 5,215 | +2,822 | $1.0M | +$550.5K | 117.9% |
| TD Asset Management Inc | 126,882 | +5,130 | $25.2M | +$493.5K | 4.2% |
| State of Tennessee, Department of Treasury | 37,491 | +223 | $7.1M | -$470.6K | 0.6% |
| TRUIST FINANCIAL CORP | 14,270 | +2,601 | $2.8M | +$466.5K | 22.3% |
| Concurrent Investment Advisors, LLC | 7,720 | +2,438 | $1.5M | +$461.7K | 46.1% |
| LEUTHOLD GROUP, LLC | 32,784 | +2,912 | $6.5M | +$449.6K | 9.7% |
| Rockefeller Capital Management L.P. | 12,112 | +2,400 | $2.4M | +$435.0K | 24.7% |
| Tidal Investments LLC | 21,801 | +2,589 | $4.3M | +$431.5K | 13.5% |
| Prestige Wealth Management Group LLC | 4,396 | +2,590 | $793.3K | +$426.6K | 143.4% |
| Diversified Trust Co | 4,287 | +2,142 | $851.9K | +$416.4K | 99.9% |
| B. Metzler seel. Sohn & Co. AG | 26,406 | +2,582 | $5.2M | +$410.2K | 10.8% |
| Qtron Investments LLC | 3,076 | +2,058 | $611.3K | +$404.6K | 202.2% |
| Gibbs Wealth Management | 3,564 | +1,221 | $717.1K | +$401.9K | 52.1% |
| JPMORGAN CHASE & CO | 422,868 | +10,843 | $84.0M | +$374.8K | 2.6% |
| Merit Financial Group, LLC | 11,980 | +1,999 | $2.4M | +$354.1K | 20.0% |
| DNB Asset Management AS | 32,580 | +2,317 | $6.5M | +$329.7K | 7.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,355 | +2,198 | $5.6M | +$323.8K | 8.4% |
| Russell Investments Group, Ltd. | 48,585 | +2,519 | $9.7M | +$304.4K | 5.5% |
| Corient Private Wealth LLC | 45,847 | +42,038 | $1.1M | +$282.6K | 1103.6% |
| MidWestOne Financial Group, Inc. | 5,676 | +1,483 | $1.1M | +$276.6K | 35.4% |
| Legacy Capital Group California, Inc. | 9,733 | +1,532 | $1.9M | +$269.0K | 18.7% |
| CWA Asset Management Group, LLC | 23,583 | +1,817 | $4.7M | +$267.0K | 8.3% |
| CAPTRUST FINANCIAL ADVISORS | 12,155 | +1,556 | $2.4M | +$263.4K | 14.7% |
| Kestra Investment Management, LLC | 15,899 | +1,591 | $3.2M | +$254.4K | 11.1% |
| Caprock Group, LLC | 8,680 | +638 | $1.7M | +$242.5K | 7.9% |
| Caerus Investment Advisors, LLC | 2,953 | +1,248 | $586.8K | +$240.6K | 73.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 98,431 | +341 | $19.7M | -$225.7K | 0.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 41,582 | +1,085 | $8.4M | +$222.5K | 2.7% |
| Private Advisor Group, LLC | 7,110 | +1,226 | $1.4M | +$218.2K | 20.8% |
| Pathstone Holdings, LLC | 20,030 | +1,435 | $4.0M | +$204.8K | 7.7% |
| Clearstead Advisors, LLC | 1,503 | +1,037 | $298.7K | +$204.1K | 222.5% |
| Steamboat Capital Partners, LLC | 51,326 | +110 | $10.2M | -$199.4K | 0.2% |
| XTX Topco Ltd | 2,173 | +1,023 | $431.8K | +$198.3K | 89.0% |
| GUGGENHEIM CAPITAL LLC | 4,905 | +1,063 | $974.7K | +$194.6K | 27.7% |
| Focus Partners Advisor Solutions, LLC | 8,481 | +912 | $1.7M | +$189.7K | 12.0% |
| Kestra Advisory Services, LLC | 2,365 | +975 | $470.0K | +$187.7K | 70.1% |
| NewEdge Advisors, LLC | 17,358 | +1,285 | $3.4M | +$185.9K | 8.0% |
| WADDELL & ASSOCIATES, LLC | 2,459 | +946 | $488.7K | +$181.5K | 62.5% |
| QRG CAPITAL MANAGEMENT, INC. | 8,202 | +1,046 | $1.6M | +$176.9K | 14.6% |
| Numerai GP LLC | 4,773 | +943 | $948.5K | +$170.8K | 24.6% |
| Vise Technologies, Inc. | 3,038 | +903 | $603.7K | +$170.2K | 42.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,942 | +874 | $385.9K | +$169.1K | 81.8% |
| Vinva Investment Management Ltd | 2,300 | +592 | $691.0K | +$168.4K | 34.7% |
| Smartleaf Asset Management LLC | 1,352 | +810 | $272.2K | +$163.1K | 149.4% |
| NorthCrest Asset Manangement, LLC | 3,983 | +748 | $824.5K | +$161.9K | 23.1% |
| Brooklyn Investment Group | 5,100 | +824 | $1.0M | +$157.6K | 19.3% |
| Parcion Private Wealth LLC | 1,947 | +816 | $386.9K | +$157.3K | 72.1% |
| Fulton Bank, N.A. | 1,805 | +741 | $358.7K | +$142.7K | 69.6% |
| NATIONAL BANK OF CANADA /FI/ | 1,314 | +722 | $260.7K | +$140.5K | 122.0% |
| Farther Finance Advisors, LLC | 3,471 | +723 | $689.8K | +$131.8K | 26.3% |
| CSS LLC/IL | 6,790 | +780 | $1.3M | +$129.0K | 13.0% |
| Waverly Advisors, LLC | 3,626 | +701 | $720.6K | +$126.7K | 24.0% |
| Sterling Capital Management LLC | 9,215 | +806 | $1.8M | +$123.8K | 9.6% |
| GenTrust, LLC | 5,076 | +670 | $1.0M | +$114.1K | 15.2% |
| Signal Advisors Wealth, LLC | 2,014 | +590 | $400.2K | +$111.1K | 41.4% |
| Pallas Capital Advisors LLC | 6,900 | +693 | $1.4M | +$110.9K | 11.2% |
| TD PRIVATE CLIENT WEALTH LLC | 1,792 | +583 | $356.1K | +$110.6K | 48.2% |
| EverSource Wealth Advisors, LLC | 2,533 | +513 | $503.4K | +$93.2K | 25.4% |
| SIERRA SUMMIT ADVISORS LLC | 4,320 | +550 | $858.5K | +$93.0K | 14.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,290 | +511 | $852.5K | +$85.2K | 13.5% |
| Financial Strategies Group, Inc. | 3,930 | +279 | $818.3K | +$83.2K | 7.6% |
| LAZARD ASSET MANAGEMENT LLC | 150,126 | +2,793 | $29.8M | -$81.5K | 1.9% |
| Legacy Financial Advisors, Inc. | 1,526 | +425 | $303.2K | +$79.7K | 38.6% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14,860 | +700 | $3.0M | +$77.9K | 4.9% |
| Federation des caisses Desjardins du Quebec | 19,583 | +765 | $3.9M | +$70.7K | 4.1% |
| Global Retirement Partners, LLC | 2,029 | +386 | $403.2K | +$69.6K | 23.5% |
| HB Wealth Management, LLC | 2,066 | +380 | $410.6K | +$68.2K | 22.5% |
| CIBC WORLD MARKET INC. | 24,145 | +197 | $4.8M | -$64.3K | 0.8% |
| BIP Wealth, LLC | 2,132 | +339 | $423.7K | +$59.6K | 18.9% |
| GAMMA Investing LLC | 2,376 | +339 | $472.2K | +$58.6K | 16.6% |
| Crestwood Advisors Group, LLC | 2,952 | +346 | $586.6K | +$57.5K | 13.3% |
| GDS Wealth Management | 82,105 | +2,030 | $16.3M | +$57.5K | 2.5% |
| Pictet Asset Management Holding SA | 13,506 | +27 | $2.7M | -$52.9K | 0.2% |
| RITHOLTZ WEALTH MANAGEMENT | 16,626 | +103 | $3.3M | -$50.9K | 0.6% |
| World Investment Advisors | 2,607 | +434 | $488.1K | +$46.9K | 20.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 31,355 | +884 | $6.2M | +$44.0K | 2.9% |
| EARNED WEALTH ADVISORS, LLC | 1,354 | +225 | $269.1K | +$39.8K | 19.9% |
| Olympiad Research LP | 1,209 | +218 | $240.3K | +$39.0K | 22.0% |
| Snowden Capital Advisors LLC | 2,361 | +241 | $469.2K | +$38.7K | 11.4% |
| SJS Investment Consulting Inc. | 253 | +191 | $50.3K | +$37.7K | 308.1% |
| MAI Capital Management | 410 | +194 | $81.5K | +$37.6K | 89.8% |
| CreativeOne Wealth, LLC | 6,671 | +292 | $1.3M | +$30.5K | 4.6% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 15,267 | +183 | $3.0M | -$28.8K | 1.2% |
| ROTHSCHILD INVESTMENT LLC | 1,784 | +177 | $354.5K | +$28.2K | 11.0% |
| Sigma Planning Corp | 3,568 | +212 | $709.0K | +$27.6K | 6.3% |
| William B. Walkup & Associates, Inc. | 302 | +142 | $60.0K | +$27.5K | 88.8% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,791 | +169 | $355.9K | +$26.6K | 10.4% |
| QUADRANT CAPITAL GROUP LLC | 8,134 | +58 | $1.6M | -$23.4K | 0.7% |
| NEW WAVE WEALTH ADVISORS LLC | 3,304 | +183 | $656.6K | +$22.9K | 5.9% |
| MEEDER ASSET MANAGEMENT INC | 192 | +114 | $38.2K | +$22.3K | 146.2% |
| Oliver Luxxe Assets LLC | 6,019 | +21 | $1.2M | -$21.7K | 0.3% |
| PNC Financial Services Group, Inc. | 5,506 | +211 | $1.1M | +$19.1K | 4.0% |
| Summit Trail Advisors, LLC | 7,674 | +255 | $1.5M | +$18.6K | 3.4% |
| waypoint wealth counsel | 2,103 | +136 | $417.9K | +$18.5K | 6.9% |
| SG Americas Securities, LLC | 173,508 | +94,339 | $34.5K | +$18.4K | 119.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 109,237 | +90,424 | $21.7K | +$17.9K | 480.6% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 96,913 | +87,750 | $19.3K | +$17.4K | 957.6% |
| Vident Advisory, LLC | 2,185 | +129 | $434.2K | +$16.8K | 6.3% |
| Advisor OS, LLC | 1,649 | +117 | $327.7K | +$16.6K | 7.6% |
| JOURNEY STRATEGIC WEALTH LLC | 1,831 | +117 | $363.9K | +$15.8K | 6.8% |
| UMB Bank, n.a. | 1,169 | +99 | $232.3K | +$15.1K | 9.3% |
| US BANCORP \DE\ | 8,574 | +246 | $1.7M | +$12.9K | 3.0% |
| JOHNSON INVESTMENT COUNSEL INC | 2,445 | +112 | $485.9K | +$12.2K | 4.8% |
| Leith Wheeler Investment Counsel Ltd. | 52,239 | +1,170 | $10.4M | +$11.9K | 2.3% |
| ACADIAN ASSET MANAGEMENT LLC | 82,637 | +58,304 | $16.4K | +$11.5K | 239.6% |
| AMERICAN CENTURY COMPANIES INC | 5,894 | +180 | $1.2M | +$11.1K | 3.1% |
| Sequoia Financial Advisors, LLC | 1,355 | +79 | $269.3K | +$10.2K | 6.2% |
| SIGNATUREFD, LLC | 798 | +66 | $158.6K | +$10.0K | 9.0% |
| Forum Financial Management, LP | 2,231 | +2 | $443.3K | -$9.2K | 0.1% |
| Andina Capital Management, LLC | 3,387 | +27 | $673.1K | -$9.1K | 0.8% |
| Ashton Thomas Private Wealth, LLC | 1,891 | +85 | $375.8K | +$9.1K | 4.7% |
| EVERPAR ADVISORS LLC | 1,230 | +68 | $244.4K | +$8.5K | 5.8% |
| TD Waterhouse Canada Inc. | 119 | +43 | $23.6K | +$8.3K | 56.6% |
| STRS OHIO | 2,087 | +4 | $414.7K | -$8.2K | 0.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7,490,350 | +119,809 | $1.5M | -$8.0K | 1.6% |
| ALGERT GLOBAL LLC | 91,107 | +40,728 | $18.1K | +$7.9K | 80.8% |
| Freestone Capital Holdings, LLC | 1,977 | +4 | $392.9K | -$7.7K | 0.2% |
| Ethic Inc. | 2,220 | +84 | $441.1K | +$7.5K | 3.9% |
| SYON CAPITAL LLC | 1,254 | +63 | $249.2K | +$7.4K | 5.3% |
| &PARTNERS | 10,692 | +192 | $2.1M | -$7.0K | 1.8% |
| OneDigital Investment Advisors LLC | 1,077 | +57 | $214.0K | +$6.9K | 5.6% |
| FourThought Financial Partners, LLC | 1,576 | +1 | $313.2K | -$6.6K | 0.1% |
| Steward Partners Investment Advisory, LLC | 1,926 | +9 | $382.7K | -$6.5K | 0.5% |
| Vanguard Personalized Indexing Management, LLC | 11,326 | +211 | $2.3M | -$6.1K | 1.9% |
| EVOLUTION WEALTH MANAGEMENT INC. | 60 | +30 | $12.1K | +$6.0K | 100.0% |
| Parkside Financial Bank & Trust | 222 | +34 | $44.1K | +$5.9K | 18.1% |
| Baron Wealth Management LLC | 1,142 | +52 | $226.9K | +$5.6K | 4.8% |
| ALPS ADVISORS INC | 2,386 | +26 | $474.1K | -$5.0K | 1.1% |
| Larson Financial Group LLC | 112 | +27 | $22.3K | +$5.0K | 31.8% |
| JFS WEALTH ADVISORS, LLC | 86 | +25 | $17.1K | +$4.7K | 41.0% |
| Westside Investment Management, Inc. | 216 | +24 | $43.1K | +$4.4K | 12.5% |
| FIRST HORIZON CORP | 112 | +24 | $22.3K | +$4.4K | 27.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,573 | +55 | $312.6K | +$4.4K | 3.6% |
| SAGE RHINO CAPITAL LLC | 1,288 | +6 | $256.0K | -$4.3K | 0.5% |
| Wedmont Private Capital | 2,088 | +50 | $421.8K | +$4.3K | 2.5% |
| Compound Planning, Inc. | 1,501 | +12 | $298.3K | -$4.0K | 0.8% |
| JONES FINANCIAL COMPANIES LLLP | 1,674 | +47 | $332.7K | +$4.0K | 2.9% |
| GREENLEAF TRUST | 1,027 | +4 | $204.1K | -$3.6K | 0.4% |
| Dogwood Wealth Management LLC | 60 | +15 | $11.9K | +$2.8K | 33.3% |
| Bell Investment Advisors, Inc | 96 | +15 | $19.1K | +$2.6K | 18.5% |
| True Wealth Design, LLC | 617 | +26 | $122.6K | +$2.6K | 4.4% |
| FIFTH THIRD BANCORP | 1,118 | +36 | $222.2K | +$2.5K | 3.3% |
| Crewe Advisors LLC | 128 | +13 | $25.4K | +$2.1K | 11.3% |
| BAM Wealth Management, LLC | 1,698 | +46 | $337.4K | +$2.0K | 2.8% |
| Belpointe Asset Management LLC | 3,729 | +71 | $741.0K | -$1.7K | 1.9% |
| Janney Montgomery Scott LLC | 21,395 | +7,315 | $4.3K | +$1.4K | 52.0% |
| CWM, LLC | 53,435 | +7,952 | $10.6K | +$1.4K | 17.5% |
| North Star Investment Management Corp. | 28 | +7 | $5.6K | +$1.3K | 33.3% |
| Physician Wealth Advisors, Inc. | 35 | +7 | $7.0K | +$1.3K | 25.0% |
| Jackson Creek Investment Advisors LLC | 9,032 | +6,341 | $1.8K | +$1.2K | 235.6% |
| Cullen/Frost Bankers, Inc. | 559 | +6 | $111.1K | -$1.2K | 1.1% |
| EVOKE WEALTH, LLC | 1,354 | +23 | $269.1K | -$1.2K | 1.7% |
| Fortitude Family Office, LLC | 32 | +6 | $6.4K | +$1.1K | 23.1% |
| Parallel Advisors, LLC | 665 | +9 | $132.1K | -$1.0K | 1.4% |
| MassMutual Private Wealth & Trust, FSB | 287 | +11 | $57.0K | +$994 | 4.0% |
| Bare Financial Services, Inc | 8 | +5 | $1.6K | +$981 | 166.7% |
| Bay Harbor Wealth Management, LLC | 12 | +5 | $2.4K | +$963 | 71.4% |
| Rakuten Securities, Inc. | 19 | +5 | $3.8K | +$933 | 35.7% |
| Kaufman Rossin Wealth, LLC | 1,295 | +23 | $257.3K | -$925 | 1.8% |
| PRINCIPAL SECURITIES, INC. | 1,037 | +18 | $206.1K | -$825 | 1.8% |
| GSA CAPITAL PARTNERS LLP | 4,602 | +2,711 | $915 | +$531 | 143.4% |
| Handelsbanken Fonder AB | 24,418 | +2,800 | $4.9K | +$463 | 12.9% |
| PERSONAL CFO SOLUTIONS, LLC | 1,497 | +34 | $297.5K | +$436 | 2.3% |
| Hughes Financial Services, LLC | 6 | +2 | $1.2K | +$413 | 50.0% |
| Wealth Preservation Advisors, LLC | 8 | +2 | $1.6K | +$372 | 33.3% |
| SBI Securities Co., Ltd. | 11 | +2 | $2.2K | +$359 | 22.2% |
| Sivik Global Healthcare LLC | 37,500 | +2,500 | $7.5K | +$346 | 7.1% |
| Rialto Wealth Management, LLC | 17 | +2 | $3.4K | +$333 | 13.3% |
| MGO ONE SEVEN LLC | 2,281 | +50 | $453.3K | +$298 | 2.2% |
| Blue Trust, Inc. | 176 | +5 | $35.0K | +$255 | 2.9% |
| Quent Capital, LLC | 95 | +1 | $18.9K | -$208 | 1.1% |
| HFM Investment Advisors, LLC | 7 | +1 | $1.4K | +$174 | 16.7% |
| HANTZ FINANCIAL SERVICES, INC. | 3,680 | +828 | $731 | +$152 | 29.0% |
| HARBOUR INVESTMENTS, INC. | 16 | +1 | $3.2K | +$134 | 6.7% |
| American Trust | 1,063 | +22 | $211.2K | -$126 | 2.1% |
| FOSTER & MOTLEY INC | 9,215 | +756 | $1.8K | +$113 | 8.9% |
| Retirement Wealth Solutions LLC | 23 | +1 | $4.6K | +$104 | 4.5% |
| COMMERCE BANK | 1,054 | +22 | $209.4K | -$87 | 2.1% |
| AMALGAMATED BANK | 41,017 | +644 | $8.2K | -$46 | 1.6% |
| Arete Wealth Advisors, LLC | 2,212 | +200 | $440 | +$31 | 9.9% |
| VAN ECK ASSOCIATES CORP | 3,475 | +166 | $691 | +$19 | 5.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,882 | +40 | $374.0K | -$9 | 2.2% |
| Avion Wealth | 13 | +3 | $2 | $0 | 30.0% |
| HARBOR CAPITAL ADVISORS, INC. | 133 | +6 | $26 | $0 | 4.7% |