13F QoQ Ownership Changes
TOL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 111 new · 233 added · 384 reduced · 102 exited
New Positions(111)
Added To(233)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 1,490,954 | +873,720 | $201.6M | +$116.3M | 141.6% |
| JENNISON ASSOCIATES LLC | 1,090,590 | +372,976 | $147.5M | +$48.3M | 52.0% |
| Balyasny Asset Management L.P. | 674,450 | +331,462 | $91.2M | +$43.8M | 96.6% |
| TWO SIGMA INVESTMENTS, LP | 611,083 | +320,709 | $82.6M | +$42.5M | 110.4% |
| Point72 Asset Management, L.P. | 239,888 | +212,888 | $32.4M | +$28.7M | 788.5% |
| VICTORY CAPITAL MANAGEMENT INC | 1,105,754 | +188,570 | $149.5M | +$22.8M | 20.6% |
| TWO SIGMA ADVISERS, LP | 406,000 | +160,100 | $54.9M | +$20.9M | 65.1% |
| BANK OF NOVA SCOTIA | 167,147 | +149,477 | $22.6M | +$20.2M | 845.9% |
| NORGES BANK | 1,244,726 | +63,717 | $168.3M | -$14.1M | 5.4% |
| Quantinno Capital Management LP | 192,654 | +105,970 | $26.1M | +$14.1M | 122.2% |
| Capital World Investors | 5,196,302 | +8,629 | $702.6M | -$14.0M | 0.2% |
| GREENHAVEN ASSOCIATES INC | 5,603,187 | +22,218 | $757.7M | -$13.3M | 0.4% |
| Walleye Capital LLC | 495,079 | +100,473 | $66.9M | +$12.4M | 25.5% |
| RBF Capital, LLC | 161,000 | +80,500 | $21.8M | +$10.7M | 100.0% |
| Cerity Partners LLC | 166,926 | +76,253 | $22.6M | +$10.0M | 84.1% |
| Schonfeld Strategic Advisors LLC | 78,236 | +62,944 | $10.6M | +$8.5M | 411.6% |
| RAYMOND JAMES FINANCIAL INC | 549,688 | +66,042 | $74.4M | +$7.6M | 13.7% |
| Twin Tree Management, LP | 110,268 | +52,689 | $14.9M | +$7.0M | 91.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,307,242 | +410 | $312.0M | -$6.7M | 0.0% |
| BARCLAYS PLC | 508,973 | +133,917 | $58.1M | +$6.3M | 35.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 678,838 | +54,969 | $91.8M | +$5.6M | 8.8% |
| Candriam S.C.A. | 71,166 | +32,028 | $9.6M | +$4.2M | 81.8% |
| JANUS HENDERSON GROUP PLC | 466,735 | +39,913 | $63.1M | +$4.2M | 9.3% |
| MARSHALL WACE, LLP | 277,128 | +32,371 | $37.5M | +$3.7M | 13.2% |
| Allspring Global Investments Holdings, LLC | 108,379 | +21,907 | $14.7M | +$2.6M | 25.3% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 49,470 | +17,770 | $6.7M | +$2.3M | 56.0% |
| INVESTMENT HOUSE LLC | 33,849 | +17,193 | $4.6M | +$2.3M | 103.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 60,531 | +17,214 | $8.2M | +$2.2M | 39.7% |
| Integrated Advisors Network LLC | 18,036 | +15,905 | $2.4M | +$2.1M | 746.4% |
| BAMCO INC /NY/ | 1,166,270 | +9,385 | $157.7M | -$2.1M | 0.8% |
| AMERIPRISE FINANCIAL INC | 167,702 | +18,752 | $22.7M | +$2.1M | 12.6% |
| Advisors Capital Management, LLC | 33,869 | +15,672 | $4.6M | +$2.1M | 86.1% |
| CITIGROUP INC | 147,147 | +15,994 | $19.9M | +$1.8M | 12.2% |
| MORGAN STANLEY | 1,105,793 | +35,719 | $149.5M | +$1.7M | 3.3% |
| Empowered Funds, LLC | 174,369 | +14,027 | $23.6M | +$1.4M | 8.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 704,024 | +4,750 | $95.2M | -$1.4M | 0.7% |
| Annex Advisory Services, LLC | 44,251 | +10,420 | $6.0M | +$1.3M | 30.8% |
| Gotham Asset Management, LLC | 34,239 | +9,757 | $4.6M | +$1.2M | 39.9% |
| Invesco Ltd. | 270,713 | +14,180 | $36.6M | +$1.2M | 5.5% |
| MONTAG A & ASSOCIATES INC | 17,012 | +8,258 | $2.3M | +$1.1M | 94.3% |
| Vident Advisory, LLC | 10,377 | +8,090 | $1.4M | +$1.1M | 353.7% |
| California Public Employees Retirement System | 182,888 | +11,664 | $24.7M | +$1.1M | 6.8% |
| Bank of New York Mellon Corp | 1,034,687 | +14,437 | $139.9M | -$1.0M | 1.4% |
| Brandywine Global Investment Management, LLC | 67,841 | +8,630 | $9.2M | +$994.1K | 14.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 64,723 | +7,697 | $8.8M | +$895.7K | 13.5% |
| JT Stratford LLC | 7,971 | +6,197 | $1.1M | +$832.8K | 349.3% |
| Prana Capital Management, LP | 164,841 | +9,303 | $22.3M | +$803.8K | 6.0% |
| Summit Place Financial Advisors, LLC | 12,890 | +6,075 | $1.7M | +$801.6K | 89.1% |
| BANK OF AMERICA CORP /DE/ | 759,080 | +21,844 | $102.6M | +$801.1K | 3.0% |
| Game Creek Capital, LP | 11,250 | +6,000 | $1.5M | +$796.0K | 114.3% |
| Orion Porfolio Solutions, LLC | 22,782 | +6,242 | $3.1M | +$795.8K | 37.7% |
| Gallo Partners, LP | 19,234 | +6,066 | $2.6M | +$781.8K | 46.1% |
| LPL Financial LLC | 97,030 | +7,378 | $13.1M | +$735.8K | 8.2% |
| Dynamic Technology Lab Private Ltd | 8,868 | +5,463 | $1.2M | +$729.0K | 160.4% |
| MILLENNIUM MANAGEMENT LLC | 565,322 | +17,045 | $76.4M | +$703.9K | 3.1% |
| Vest Financial, LLC | 34,643 | +5,402 | $4.7M | +$645.1K | 18.5% |
| BRIAN LOW FINANCIAL GROUP, LLC | 10,025 | +4,672 | $1.4M | +$616.1K | 87.3% |
| Brevan Howard Capital Management LP | 8,532 | +4,606 | $1.2M | +$611.4K | 117.3% |
| CI INVESTMENTS INC. | 4,502 | +3,689 | $608.8K | +$608.6K | 453.8% |
| 1832 Asset Management L.P. | 14,921 | +4,641 | $2.0M | +$597.5K | 45.1% |
| Corient Private Wealth LLC | 9,168 | +4,478 | $1.2M | +$592.1K | 95.5% |
| CAPTRUST FINANCIAL ADVISORS | 27,222 | +4,823 | $3.7M | +$586.7K | 21.5% |
| NEUBERGER BERMAN GROUP LLC | 49,440 | +5,163 | $6.7M | +$568.8K | 11.7% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 327,715 | +2,919 | $44.3M | -$553.7K | 0.9% |
| Caisse de depot et placement du Quebec | 113,805 | +6,405 | $15.4M | +$552.5K | 6.0% |
| Moran Wealth Management, LLC | 79,496 | +5,405 | $10.7M | +$514.5K | 7.3% |
| Creative Planning | 24,521 | +4,010 | $3.3M | +$482.3K | 19.6% |
| GDS Wealth Management | 92,777 | +5,416 | $12.5M | +$477.3K | 6.2% |
| GROUP ONE TRADING LLC | 4,460 | +3,436 | $603.1K | +$461.6K | 335.5% |
| XTX Topco Ltd | 5,236 | +3,424 | $708.0K | +$457.7K | 189.0% |
| Oak Thistle LLC | 6,998 | +3,395 | $946.3K | +$448.6K | 94.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3,303,915 | +3,151,509 | $446.8K | +$425.7K | 2067.8% |
| Wealthspire Advisors, LLC | 3,629 | +2,690 | $490.7K | +$361.0K | 286.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 42,613 | +3,489 | $5.8M | +$357.5K | 8.9% |
| Aaron Wealth Advisors LLC | 4,290 | +2,609 | $580.1K | +$347.9K | 155.2% |
| Callan Family Office, LLC | 7,809 | +2,472 | $1.1M | +$318.7K | 46.3% |
| Byrne Asset Management LLC | 17,077 | +2,612 | $2.3M | +$311.0K | 18.1% |
| Vise Technologies, Inc. | 6,103 | +2,374 | $825.3K | +$310.1K | 63.7% |
| LYELL WEALTH MANAGEMENT, LP | 95,644 | +4,147 | $12.9M | +$293.5K | 4.5% |
| MACKENZIE FINANCIAL CORP | 5,968 | +2,094 | $813.6K | +$278.5K | 54.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 127,385 | +695 | $17.2M | -$276.0K | 0.5% |
| Numerai GP LLC | 24,722 | +2,459 | $3.3M | +$267.5K | 11.0% |
| Van Hulzen Asset Management, LLC | 8,000 | +2,000 | $1.1M | +$252.9K | 33.3% |
| TRUIST FINANCIAL CORP | 15,148 | +2,031 | $2.0M | +$236.3K | 15.5% |
| Caldwell Trust Co | 12,630 | +1,943 | $1.7M | +$231.5K | 18.2% |
| Focus Partners Advisor Solutions, LLC | 14,644 | +1,698 | $2.0M | +$221.1K | 13.1% |
| MRP Capital Investments, LLC | 9,033 | +151 | $1.2M | +$207.7K | 1.7% |
| Chicago Partners Investment Group LLC | 4,110 | +1,243 | $595.6K | +$197.8K | 43.4% |
| Waverly Advisors, LLC | 3,178 | +1,487 | $429.7K | +$196.1K | 87.9% |
| Livforsakringsbolaget Skandia, Omsesidigt | 33,600 | +2,100 | $4.5M | +$194.8K | 6.7% |
| Tidal Investments LLC | 4,733 | +1,482 | $640.0K | +$190.9K | 45.6% |
| FIRST TRUST ADVISORS LP | 603,053 | +14,115 | $81.5M | +$188.9K | 2.4% |
| HighTower Advisors, LLC | 46,596 | +2,345 | $6.3M | +$187.9K | 5.3% |
| Summit Trail Advisors, LLC | 8,302 | +1,436 | $1.1M | +$174.1K | 20.9% |
| Limestone Investment Advisors LP | 2,800 | +1,300 | $378.6K | +$171.4K | 86.7% |
| Sequoia Financial Advisors, LLC | 8,007 | +1,306 | $1.1M | +$157.0K | 19.5% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 16,597 | +1,466 | $2.2M | +$154.1K | 9.7% |
| Meeder Advisory Services, Inc. | 4,468 | +1,135 | $604.2K | +$143.7K | 34.0% |
| HANCOCK WHITNEY CORP | 49,194 | +80 | $6.7M | -$132.6K | 0.2% |
| Rafferty Asset Management, LLC | 152,137 | +2,259 | $20.6M | -$132.2K | 1.5% |
| Tower Research Capital LLC (TRC) | 3,313 | +1,003 | $448.0K | +$128.9K | 43.4% |
| Baker Avenue Asset Management, LP | 2,579 | +977 | $348.7K | +$127.4K | 61.0% |
| Federation des caisses Desjardins du Quebec | 7,975 | +1,073 | $1.1M | +$124.9K | 15.5% |
| TD Waterhouse Canada Inc. | 14,759 | +1,388 | $2.0M | +$124.7K | 10.4% |
| OMC Financial Services LTD | 18,918 | +1,288 | $2.6M | +$122.6K | 7.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,844 | +1,586 | $4.7M | +$117.3K | 4.8% |
| QRG CAPITAL MANAGEMENT, INC. | 9,499 | +1,019 | $1.3M | +$113.0K | 12.0% |
| INTEGRITY ALLIANCE, LLC. | 8,803 | +988 | $1.2M | +$110.7K | 12.6% |
| Assenagon Asset Management S.A. | 23,760 | +1,288 | $3.2M | +$108.5K | 5.7% |
| OSTRUM ASSET MANAGEMENT | 7,675 | +885 | $1.0M | +$99.8K | 13.0% |
| Cetera Investment Advisers | 34,226 | +3 | $4.6M | -$99.6K | 0.0% |
| M&T Bank Corp | 12,873 | +984 | $1.7M | +$98.6K | 8.3% |
| NorthCrest Asset Manangement, LLC | 26,685 | +81 | $3.6M | +$98.6K | 0.3% |
| Independent Advisor Alliance | 4,024 | +775 | $544.1K | +$95.3K | 23.9% |
| SRH ADVISORS, LLC | 1,405 | +710 | $190.0K | +$94.0K | 102.2% |
| BLAIR WILLIAM & CO/IL | 12,975 | +939 | $1.8M | +$91.9K | 7.8% |
| Horizon Investments, LLC | 50,958 | +413 | $6.9M | -$90.8K | 0.8% |
| FRANKLIN RESOURCES INC | 38,725 | +180 | $5.2M | -$88.2K | 0.5% |
| Versant Capital Management, Inc | 813 | +618 | $109.9K | +$83.0K | 316.9% |
| Farther Finance Advisors, LLC | 2,385 | +573 | $322.5K | +$72.2K | 31.6% |
| MOKAN Wealth Management Inc. | 2,112 | +551 | $285.6K | +$70.1K | 35.3% |
| NISA INVESTMENT ADVISORS, LLC | 23,340 | +1 | $3.2M | -$68.0K | 0.0% |
| Russell Investments Group, Ltd. | 68,361 | +1,902 | $9.2M | +$64.4K | 2.9% |
| Cullen/Frost Bankers, Inc. | 21,202 | +2 | $2.9M | -$61.6K | 0.0% |
| MAI Capital Management | 7,211 | +554 | $975.1K | +$55.6K | 8.3% |
| Pallas Capital Advisors LLC | 21,029 | +48 | $2.8M | -$54.8K | 0.2% |
| Mariner, LLC | 47,611 | +1,348 | $6.4M | +$53.4K | 2.9% |
| Merit Financial Group, LLC | 20,568 | +72 | $2.8M | -$50.1K | 0.3% |
| Martin Capital Advisors, LLP | 4,401 | +430 | $595.1K | +$46.5K | 10.8% |
| OPINICUS CAPITAL, INC. | 17,554 | +47 | $2.4M | -$44.7K | 0.3% |
| Strathmore Capital Advisors, Inc. | 3,387 | +387 | $458.0K | +$43.6K | 12.9% |
| Lebenthal Global Advisors, LLC | 5,762 | +417 | $779.1K | +$40.8K | 7.8% |
| GAMMA Investing LLC | 2,843 | +355 | $384.4K | +$40.7K | 14.3% |
| Prestige Wealth Management Group LLC | 396 | +330 | $49.7K | +$40.6K | 500.0% |
| Kestra Advisory Services, LLC | 14,666 | +37 | $2.0M | -$37.8K | 0.3% |
| Focus Partners Wealth | 74,591 | +1,207 | $10.1M | -$37.7K | 1.6% |
| RITHOLTZ WEALTH MANAGEMENT | 14,089 | +549 | $1.9M | +$34.7K | 4.0% |
| ENVESTNET ASSET MANAGEMENT INC | 60,921 | +1,048 | $8.2M | -$33.2K | 1.8% |
| Global Retirement Partners, LLC | 818 | +248 | $110.6K | +$31.9K | 43.5% |
| SEEDS INVESTOR LLC | 2,424 | +280 | $327.7K | +$31.5K | 13.1% |
| Belpointe Asset Management LLC | 5,299 | +323 | $716.6K | +$29.2K | 6.5% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 15,109 | +530 | $2.0M | +$29.1K | 3.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 315 | +215 | $42.6K | +$28.8K | 215.0% |
| PNC Financial Services Group, Inc. | 23,882 | +706 | $3.2M | +$27.7K | 3.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,771 | +255 | $374.7K | +$27.1K | 10.1% |
| Long Run Wealth Advisors, LLC | 28,877 | +416 | $3.9M | -$26.9K | 1.5% |
| AE Wealth Management LLC | 2,779 | +236 | $375.9K | +$24.6K | 9.3% |
| Proficio Capital Partners LLC | 8,382 | +1 | $1.1M | -$24.3K | 0.0% |
| Summit Financial, LLC | 1,927 | +213 | $260.5K | +$23.8K | 12.4% |
| MARATHON CAPITAL MANAGEMENT | 2,075 | +200 | $280.6K | +$21.6K | 10.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 9,400 | +60 | $1.3M | -$19.1K | 0.6% |
| Sivia Capital Partners, LLC | 6,810 | +8 | $920.8K | -$18.8K | 0.1% |
| Compound Planning, Inc. | 4,372 | +214 | $591.2K | +$16.8K | 5.1% |
| SG Americas Securities, LLC | 190,498 | +123,150 | $25.8K | +$16.5K | 182.8% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1,695 | +148 | $229.2K | +$15.5K | 9.6% |
| Nilsine Partners, LLC | 2,512 | +150 | $339.7K | +$13.4K | 6.3% |
| RFG Advisory, LLC | 2,489 | +149 | $336.6K | +$13.3K | 6.4% |
| WINCAP FINANCIAL LLC | 6,705 | +238 | $906.6K | +$13.2K | 3.7% |
| Smartleaf Asset Management LLC | 308 | +98 | $42.1K | +$13.0K | 46.7% |
| UMB Bank, n.a. | 1,228 | +111 | $166.1K | +$11.7K | 9.9% |
| KLP KAPITALFORVALTNING AS | 24,400 | +600 | $3.3M | +$11.6K | 2.5% |
| Ellis Investment Partners, LLC | 3,851 | +4 | $520.8K | -$10.6K | 0.1% |
| PINNACLE ASSOCIATES LTD | 5,399 | +189 | $730.0K | +$10.4K | 3.6% |
| Modera Wealth Management, LLC | 1,997 | +117 | $270.0K | +$10.3K | 6.2% |
| FIRST CITIZENS BANK & TRUST CO | 11,057 | +308 | $1.5M | +$10.3K | 2.9% |
| Forum Financial Management, LP | 3,618 | +3 | $489.2K | -$10.2K | 0.1% |
| Parallel Advisors, LLC | 1,977 | +111 | $267.3K | +$9.5K | 5.9% |
| Sovereign Financial Group, Inc. | 3,770 | +11 | $509.8K | -$9.4K | 0.3% |
| Great Lakes Retirement, Inc. | 13,873 | +360 | $1.9M | +$9.2K | 2.7% |
| ORG Wealth Partners, LLC | 3,266 | +4 | $441.7K | -$8.9K | 0.1% |
| Gratus Wealth Advisors, LLC | 6,130 | +66 | $828.9K | -$8.8K | 1.1% |
| Root Financial Partners, LLC | 389 | +70 | $52.6K | +$8.5K | 21.9% |
| Voya Investment Management LLC | 23,229 | +552 | $3.1M | +$8.4K | 2.4% |
| HARBOR INVESTMENT ADVISORY, LLC | 130 | +60 | $17.6K | +$7.9K | 85.7% |
| ATTICUS WEALTH MANAGEMENT, LLC | 2,874 | +4 | $388.6K | -$7.9K | 0.1% |
| &PARTNERS | 3,287 | +13 | $444.5K | -$7.9K | 0.4% |
| Trail Ridge Investment Advisors, LLC | 25,899 | +491 | $3.5M | -$7.8K | 1.9% |
| Atria Investments, Inc | 2,804 | +15 | $379.1K | -$6.2K | 0.5% |
| Parcion Private Wealth LLC | 2,253 | +92 | $304.7K | +$6.1K | 4.3% |
| Applied Finance Capital Management, LLC | 2,062 | +85 | $278.8K | +$5.7K | 4.3% |
| 1620 INVESTMENT ADVISORS, INC. | 532 | +52 | $71.9K | +$5.6K | 10.8% |
| EARNED WEALTH ADVISORS, LLC | 2,953 | +24 | $399.3K | -$5.3K | 0.8% |
| Larson Financial Group LLC | 833 | +55 | $112.6K | +$5.2K | 7.1% |
| Paragon Capital Management Ltd | 1,842 | +4 | $249.1K | -$4.9K | 0.2% |
| Hilltop National Bank | 8,380 | +212 | $1.1M | +$4.8K | 2.6% |
| Diligent Investors, LLC | 1,555 | +1 | $210.2K | -$4.5K | 0.1% |
| JFS WEALTH ADVISORS, LLC | 155 | +35 | $21.0K | +$4.4K | 29.2% |
| FIDELIS CAPITAL PARTNERS, LLC | 2,529 | +22 | $342.0K | -$4.3K | 0.9% |
| SYM FINANCIAL Corp | 3,204 | +38 | $433.2K | -$4.1K | 1.2% |
| Mutual Advisors, LLC | 3,181 | +5 | $430.1K | -$4.1K | 0.1% |
| Quent Capital, LLC | 1,814 | +10 | $245.3K | -$3.9K | 0.6% |
| HARBOUR INVESTMENTS, INC. | 2,631 | +28 | $355.8K | -$3.8K | 1.1% |
| Parkside Financial Bank & Trust | 214 | +31 | $28.9K | +$3.7K | 16.9% |
| Montecito Bank & Trust | 1,998 | +67 | $270.2K | +$3.4K | 3.5% |
| FIRST HORIZON CORP | 27 | +24 | $3.7K | +$3.2K | 800.0% |
| KINGSWOOD WEALTH ADVISORS, LLC | 5,894 | +104 | $797.0K | -$2.8K | 1.8% |
| Thrivent Financial for Lutherans | 45,149 | +15,526 | $6.1K | +$2.0K | 52.4% |
| Bare Financial Services, Inc | 27 | +15 | $3.7K | +$2.0K | 125.0% |
| Cornerstone Planning Group LLC | 22 | +19 | $3.2K | +$1.9K | 633.3% |
| Valeo Financial Advisors, LLC | 1,998 | +54 | $270.2K | +$1.7K | 2.8% |
| True Wealth Design, LLC | 1,224 | +14 | $165.5K | -$1.6K | 1.1% |
| Western Wealth Management, LLC | 2,658 | +68 | $359.4K | +$1.6K | 2.6% |
| Morse Asset Management, Inc | 420 | +20 | $56.8K | +$1.5K | 5.0% |
| HB Wealth Management, LLC | 3,122 | +56 | $422.2K | -$1.4K | 1.8% |
| Redwood Investment Management, LLC | 18,045 | +9,022 | $2.4K | +$1.2K | 100.0% |
| JOURNEY STRATEGIC WEALTH LLC | 1,706 | +44 | $230.7K | +$1.1K | 2.6% |
| Retirement Wealth Solutions LLC | 41 | +8 | $5.5K | +$986 | 24.2% |
| ORG Partners LLC | 99 | +9 | $13.4K | +$953 | 10.0% |
| Transamerica Financial Advisors, LLC | 18 | +6 | $2.5K | +$838 | 50.0% |
| Legacy Wealth Managment, LLC/ID | 11 | +6 | $1.5K | +$797 | 120.0% |
| FIFTH THIRD BANCORP | 1,023 | +16 | $138.3K | -$777 | 1.6% |
| QUADRANT CAPITAL GROUP LLC | 5,940 | +131 | $803.2K | +$751 | 2.3% |
| Spire Wealth Management | 402 | +3 | $54.4K | -$682 | 0.8% |
| American Capital Advisory, LLC | 7 | +5 | $947 | +$670 | 250.0% |
| FINANCIAL CONSULATE, INC | 9 | +5 | $1.2K | +$664 | 125.0% |
| Wiser Advisor Group LLC | 196 | +1 | $26.4K | -$522 | 0.5% |
| NBC SECURITIES, INC. | 232 | +2 | $31.4K | -$401 | 0.9% |
| ELEVATION WEALTH PARTNERS, LLC | 6 | +3 | $812 | +$397 | 100.0% |
| Bay Harbor Wealth Management, LLC | 11 | +3 | $1.5K | +$382 | 37.5% |
| Murphy & Mullick Capital Management Corp | 121 | +1 | $16.4K | +$332 | 0.8% |
| BOKF, NA | 956 | +18 | $129.3K | -$305 | 1.9% |
| HANTZ FINANCIAL SERVICES, INC. | 4,303 | +2,276 | $582 | +$302 | 112.3% |
| GREENLEAF TRUST | 1,887 | +38 | $255.2K | -$261 | 2.0% |
| Fortitude Family Office, LLC | 75 | +3 | $10.1K | +$196 | 4.2% |
| TD PRIVATE CLIENT WEALTH LLC | 13 | +1 | $1.8K | +$100 | 8.3% |
| Rialto Wealth Management, LLC | 19 | +1 | $2.6K | +$83 | 5.5% |
| SlateStone Wealth, LLC | 42,581 | +481 | $5.8K | -$58 | 1.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,294 | +316 | $175 | +$40 | 32.3% |
| BESSEMER GROUP INC | 1,691 | +10 | $229 | -$4 | 0.6% |
| DAYMARK WEALTH PARTNERS, LLC | 1,668 | +35 | $225.6K | -$3 | 2.1% |
| PARK AVENUE SECURITIES LLC | 2,498 | +39 | $338 | -$2 | 1.6% |
| Avion Wealth | 43 | +8 | $5 | +$1 | 22.9% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 7,126 | +151 | $963.6K | $0 | 2.2% |