13F QoQ Ownership Changes
TRMB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 121 new · 266 added · 403 reduced · 79 exited
New Positions(121)
Added To(266)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 6,199,706 | +3,455,949 | $485.7M | +$261.7M | 126.0% |
| VANGUARD GROUP INC | 30,570,278 | +304,461 | $2.40B | -$76.0M | 1.0% |
| NORGES BANK | 2,720,271 | +232,445 | $213.1M | +$58.7M | 9.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,217,742 | +675,134 | $330.5M | +$41.2M | 19.1% |
| Pictet Asset Management Holding SA | 487,617 | +319,598 | $38.2M | +$24.5M | 190.2% |
| NATIONAL BANK OF CANADA /FI/ | 377,641 | +292,911 | $29.6M | +$22.7M | 345.7% |
| MARSHALL WACE, LLP | 400,989 | +288,089 | $31.4M | +$22.2M | 255.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,309,075 | +55,073 | $492.4M | -$16.2M | 0.9% |
| Swedbank AB | 508,180 | +190,638 | $39.8M | +$13.9M | 60.0% |
| Invesco Ltd. | 4,169,491 | +12,519 | $326.7M | -$12.7M | 0.3% |
| Quantinno Capital Management LP | 349,589 | +154,023 | $27.4M | +$11.4M | 78.8% |
| Railway Pension Investments Ltd | 261,800 | +120,500 | $20.5M | +$9.0M | 85.3% |
| Royal Bank of Canada | 362,673 | +66,384 | $28.4M | +$8.1M | 22.4% |
| DIMENSIONAL FUND ADVISORS LP | 2,369,358 | +7,246 | $185.7M | -$7.2M | 0.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,106,316 | +13,401 | $165.0M | -$5.9M | 0.6% |
| CREDIT AGRICOLE S A | 98,910 | +73,063 | $7.7M | +$5.6M | 282.7% |
| MILLENNIUM MANAGEMENT LLC | 418,797 | +84,784 | $32.8M | +$5.5M | 25.4% |
| LBP AM SA | 252,044 | +76,050 | $19.7M | +$5.4M | 43.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,730,448 | +8,007 | $135.6M | -$5.0M | 0.5% |
| ARK Investment Management LLC | 1,021,098 | +102,660 | $80.0M | +$5.0M | 11.2% |
| BNP PARIBAS FINANCIAL MARKETS | 385,717 | +70,613 | $30.2M | +$4.5M | 22.4% |
| Contour Asset Management LLC | 3,174,248 | +75,245 | $248.7M | -$4.3M | 2.4% |
| IFM Investors Pty Ltd | 48,939 | +2,221 | $3.8K | -$3.8M | 4.8% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 48,380 | +400 | $3.8M | +$3.8M | 0.8% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 216,704 | +53,321 | $17.0M | +$3.6M | 32.6% |
| Russell Investments Group, Ltd. | 271,493 | +52,685 | $21.4M | +$3.5M | 24.1% |
| NEUBERGER BERMAN GROUP LLC | 334,430 | +52,488 | $26.2M | +$3.2M | 18.6% |
| CITIGROUP INC | 302,081 | +49,484 | $23.7M | +$3.0M | 19.6% |
| Amundi | 1,329,228 | +5,285 | $104.1M | -$3.0M | 0.4% |
| XTX Topco Ltd | 69,707 | +37,135 | $5.5M | +$2.8M | 114.0% |
| Gotham Asset Management, LLC | 303,677 | +46,561 | $23.8M | +$2.8M | 18.1% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 42,436 | +33,667 | $3.3M | +$2.6M | 383.9% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 103,830 | +29,713 | $8.1M | +$2.1M | 40.1% |
| OMERS ADMINISTRATION Corp | 31,311 | +22,402 | $2.5M | +$1.7M | 251.4% |
| Callan Family Office, LLC | 27,085 | +22,096 | $2.1M | +$1.7M | 442.9% |
| CIBC Asset Management Inc | 55,840 | +21,763 | $4.4M | +$1.6M | 63.9% |
| California Public Employees Retirement System | 470,671 | +223 | $36.9M | -$1.5M | 0.0% |
| BANK OF MONTREAL /CAN/ | 159,736 | +23,312 | $12.5M | +$1.4M | 17.1% |
| National Pension Service | 57,132 | +18,897 | $4.5M | +$1.4M | 49.4% |
| Headlands Technologies LLC | 22,088 | +15,870 | $1.7M | +$1.2M | 255.2% |
| PRINCIPAL FINANCIAL GROUP INC | 442,056 | +3,463 | $34.6M | -$1.2M | 0.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 195,408 | +21,869 | $15.3M | +$1.1M | 12.6% |
| DEUTSCHE BANK AG\ | 1,980,117 | +66,226 | $155.1M | -$1.1M | 3.5% |
| INCEPTIONR LLC | 17,816 | +13,088 | $1.4M | +$1.0M | 276.8% |
| Vontobel Holding Ltd. | 559,885 | +10,296 | $43.9M | -$1.0M | 1.9% |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 70,000 | +15,000 | $5.5M | +$993.8K | 27.3% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 440,849 | +29,908 | $34.5M | +$987.2K | 7.3% |
| Merit Financial Group, LLC | 23,888 | +12,897 | $1.9M | +$974.2K | 117.3% |
| Inspire Advisors, LLC | 20,582 | +12,711 | $1.6M | +$970.0K | 161.5% |
| STRS OHIO | 224,707 | +10 | $17.6M | -$740.7K | 0.0% |
| GOLDMAN SACHS GROUP INC | 909,560 | +45,640 | $71.3M | +$724.9K | 5.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 35,200 | +10,198 | $2.8M | +$716.5K | 40.8% |
| ABN AMRO INVESTMENT SOLUTIONS | 60,512 | +1,198 | $4.7M | +$664.9K | 2.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 492,321 | +12,167 | $38.6M | -$641.1K | 2.5% |
| JONES FINANCIAL COMPANIES LLLP | 87,118 | +10,722 | $6.8M | +$618.2K | 14.0% |
| BANK OF NOVA SCOTIA | 38,211 | +8,811 | $3.0M | +$593.3K | 30.0% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 208,531 | +1,273 | $16.3M | -$584.2K | 0.6% |
| ALLSTATE CORP | 16,318 | +7,251 | $1.3M | +$538.2K | 80.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 42,156 | +7,851 | $3.3M | +$501.9K | 22.9% |
| Tower Research Capital LLC (TRC) | 9,080 | +6,457 | $711.4K | +$497.3K | 246.2% |
| GUGGENHEIM CAPITAL LLC | 15,140 | +6,659 | $1.2M | +$493.7K | 78.5% |
| BROWN BROTHERS HARRIMAN & CO | 8,020 | +6,353 | $628.4K | +$492.3K | 381.1% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 57,325 | +8,264 | $4.5M | +$485.6K | 16.8% |
| SouthState Corp | 126,305 | +10,979 | $9.9M | +$479.6K | 9.5% |
| KLP KAPITALFORVALTNING AS | 145,176 | +100 | $11.4M | -$470.9K | 0.1% |
| Mirae Asset Global Investments Co., Ltd. | 44,330 | +7,541 | $3.5M | +$469.4K | 20.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 9,906 | +6,081 | $776.1K | +$463.8K | 159.0% |
| Opes Wealth Management LLC | 22,794 | +6,534 | $1.8M | +$458.3K | 40.2% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 14,748 | +5,902 | $1.2M | +$433.2K | 66.7% |
| MACKENZIE FINANCIAL CORP | 33,814 | +6,191 | $2.7M | +$429.5K | 22.4% |
| MUFG Securities EMEA plc | 9,767 | +5,212 | $765.2K | +$393.3K | 114.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 150,867 | +1,456 | $11.8M | -$379.0K | 1.0% |
| CANADA PENSION PLAN INVESTMENT BOARD | 4,710 | +4,689 | $369.0K | +$367.3K | 22328.6% |
| Investment Management Corp of Ontario | 16,168 | +4,913 | $1.3M | +$347.8K | 43.6% |
| Skandinaviska Enskilda Banken AB (publ) | 112,580 | +8,698 | $8.8M | +$335.0K | 8.4% |
| DNB Asset Management AS | 63,674 | +6,637 | $5.0M | +$331.8K | 11.6% |
| Cornerstone Capital, Inc. | 223,270 | +4,987 | $17.5M | -$329.6K | 2.3% |
| M&T Bank Corp | 11,011 | +4,420 | $863.1K | +$324.8K | 67.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54,723 | +2,297 | $4.5M | +$305.3K | 4.4% |
| Erste Asset Management GmbH | 135,127 | +6,214 | $10.8M | +$304.3K | 4.8% |
| Whalen Wealth Management Inc. | 8,252 | +3,954 | $646.5K | +$295.6K | 92.0% |
| TWO SIGMA SECURITIES, LLC | 7,192 | +3,882 | $563.5K | +$293.2K | 117.3% |
| NEOS Investment Management LLC | 34,787 | +4,963 | $2.7M | +$290.4K | 16.6% |
| AlphaCore Capital LLC | 9,934 | +3,838 | $778.3K | +$280.6K | 63.0% |
| NATIXIS | 20,447 | +3,986 | $1.6M | +$258.0K | 24.2% |
| Crossmark Global Holdings, Inc. | 17,317 | +3,783 | $1.4M | +$251.7K | 27.9% |
| Bank Julius Baer & Co. Ltd, Zurich | 6,319 | +3,327 | $495.1K | +$250.8K | 111.2% |
| Creative Planning | 52,676 | +4,944 | $4.1M | +$229.9K | 10.3% |
| L. Roy Papp & Associates, LLP | 77,801 | +338 | $6.1M | -$229.1K | 0.4% |
| Wealthfront Advisers LLC | 46,259 | +4,620 | $3.6M | +$224.6K | 11.1% |
| CAPTRUST FINANCIAL ADVISORS | 90,506 | +6,373 | $7.1M | +$221.7K | 7.6% |
| ALPS ADVISORS INC | 13,707 | +3,152 | $1.1M | +$212.1K | 29.9% |
| Sequoia Financial Advisors, LLC | 13,004 | +3,114 | $1.0M | +$211.3K | 31.5% |
| Security National Bank | 73,871 | +527 | $5.8M | -$200.7K | 0.7% |
| Badgley Phelps Wealth Managers, LLC | 155,149 | +3,841 | $12.2M | -$198.4K | 2.5% |
| Liberty Capital Management, Inc. | 36,063 | +3,887 | $2.8M | +$198.4K | 12.1% |
| Lifeworks Advisors, LLC | 7,469 | +2,660 | $585.2K | +$192.5K | 55.3% |
| Smartleaf Asset Management LLC | 5,565 | +2,423 | $442.8K | +$185.3K | 77.1% |
| Union Bancaire Privee, UBP SA | 18,064 | +2,529 | $1.4M | +$182.9K | 16.3% |
| OPPENHEIMER & CO INC | 102,526 | +1,994 | $8.0M | -$175.5K | 2.0% |
| S-Bank Fund Management Ltd | 87,652 | +5,669 | $6.9M | +$173.6K | 6.9% |
| Kovack Advisors, Inc. | 14,053 | +2,579 | $1.1M | +$164.2K | 22.5% |
| Tidal Investments LLC | 30,461 | +3,129 | $2.4M | +$155.0K | 11.4% |
| BROWN ADVISORY INC | 83,239 | +5,204 | $6.5M | +$150.2K | 6.7% |
| B. Metzler seel. Sohn & Co. AG | 35,759 | +3,239 | $2.8M | +$150.1K | 10.0% |
| Pathstone Holdings, LLC | 55,875 | +462 | $4.4M | -$146.7K | 0.8% |
| SEI INVESTMENTS CO | 105,958 | +2,480 | $8.3M | -$146.3K | 2.4% |
| Orion Porfolio Solutions, LLC | 20,550 | +2,566 | $1.6M | +$141.7K | 14.3% |
| Cetera Investment Advisers | 43,495 | +95 | $3.4M | -$135.8K | 0.2% |
| Alpine Peaks Capital, LP | 81,083 | +1,700 | $6.4M | -$128.8K | 2.1% |
| USS Investment Management Ltd | 46,492 | +417 | $3.6M | -$119.4K | 0.9% |
| SUMITOMO LIFE INSURANCE CO | 39,540 | +169 | $3.1M | -$116.7K | 0.4% |
| SHARPEPOINT LLC | 17,296 | +2,123 | $1.4M | +$116.3K | 14.0% |
| AQR CAPITAL MANAGEMENT LLC | 898,770 | +34,947 | $70.4M | -$112.5K | 4.0% |
| Federation des caisses Desjardins du Quebec | 36,641 | +106 | $2.9M | -$112.3K | 0.3% |
| MML INVESTORS SERVICES, LLC | 27,591 | +2,472 | $2.2M | +$110.8K | 9.8% |
| AVIVA PLC | 200,154 | +9,440 | $15.7M | +$110.3K | 4.9% |
| Parallel Advisors, LLC | 4,683 | +1,463 | $366.9K | +$104.0K | 45.4% |
| Lifestyle Asset Management, Inc. | 20,571 | +2,067 | $1.6M | +$100.9K | 11.2% |
| 1900 WEALTH MANAGEMENT LLC | 10,263 | +1,500 | $804.1K | +$88.6K | 17.1% |
| Aaron Wealth Advisors LLC | 4,692 | +1,257 | $367.6K | +$87.2K | 36.6% |
| SYON CAPITAL LLC | 6,833 | +1,335 | $535.4K | +$86.5K | 24.3% |
| LOGAN CAPITAL MANAGEMENT INC | 123,372 | +3,933 | $9.7M | -$86.0K | 3.3% |
| PNC Financial Services Group, Inc. | 38,125 | +490 | $3.0M | -$85.8K | 1.3% |
| Advisory Alpha, LLC | 6,057 | +1,198 | $474.6K | +$84.8K | 24.6% |
| Clearstead Advisors, LLC | 1,714 | +1,103 | $134.3K | +$84.4K | 180.5% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 30,457 | +227 | $2.4M | -$82.0K | 0.8% |
| Canada Post Corp Registered Pension Plan | 5,960 | +1,260 | $467.0K | +$81.8K | 26.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 27,250 | +100 | $2.1M | -$81.8K | 0.4% |
| Apollon Wealth Management, LLC | 9,767 | +1,377 | $765.2K | +$80.2K | 16.4% |
| Focus Partners Wealth | 275,061 | +12,014 | $21.6M | +$73.2K | 4.6% |
| BRIDGES INVESTMENT MANAGEMENT INC | 3,681 | +1,018 | $288.4K | +$71.0K | 38.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,157,749 | +908,262 | $90.7K | +$70.3K | 364.1% |
| HB Wealth Management, LLC | 5,058 | +1,064 | $396.3K | +$70.2K | 26.6% |
| Advisors Asset Management, Inc. | 27,324 | +253 | $2.1M | -$69.5K | 0.9% |
| Krilogy Financial LLC | 8,087 | +1,776 | $577.3K | +$68.8K | 28.1% |
| Inspire Investing, LLC | 30,619 | +2,070 | $2.4M | +$68.0K | 7.3% |
| Curi Capital, LLC | 34,582 | +577 | $2.7M | -$67.0K | 1.7% |
| Foundations Investment Advisors, LLC | 4,296 | +946 | $336.6K | +$63.1K | 28.2% |
| OSAIC HOLDINGS, INC. | 23,404 | +177 | $1.8M | -$59.2K | 0.8% |
| Cullen/Frost Bankers, Inc. | 24,552 | +287 | $1.9M | -$57.6K | 1.2% |
| GAMMA Investing LLC | 7,053 | +980 | $552.6K | +$56.7K | 16.1% |
| Ethic Inc. | 31,434 | +1,962 | $2.5M | +$56.5K | 6.7% |
| CIBC Private Wealth Group LLC | 1,745 | +730 | $136.7K | +$53.8K | 71.9% |
| Dynasty Wealth Management, LLC | 9,420 | +1,036 | $738.1K | +$53.5K | 12.3% |
| JANUS HENDERSON GROUP PLC | 26,782 | +468 | $2.1M | -$50.2K | 1.8% |
| Chicago Partners Investment Group LLC | 5,987 | +89 | $426.2K | -$48.6K | 1.5% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 11,084 | +996 | $868.4K | +$44.7K | 9.9% |
| TD Asset Management Inc | 110,282 | +3,952 | $8.6M | -$41.3K | 3.7% |
| Global Retirement Partners, LLC | 932 | +521 | $73.0K | +$39.5K | 126.8% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,517 | +746 | $510.6K | +$39.4K | 12.9% |
| Brevan Howard Capital Management LP | 7,561 | +778 | $592.4K | +$38.6K | 11.5% |
| ProShare Advisors LLC | 56,354 | +2,741 | $4.4M | +$37.8K | 5.1% |
| Meixler Investment Management, Ltd. | 12,124 | +921 | $949.9K | +$35.2K | 8.2% |
| Steward Partners Investment Advisory, LLC | 4,790 | +619 | $375.3K | +$34.7K | 14.8% |
| Main Street Financial Solutions, LLC | 14,963 | +216 | $1.2M | -$31.7K | 1.5% |
| Norinchukin Bank, The | 15,031 | +995 | $1.2M | +$31.6K | 7.1% |
| Fulton Bank, N.A. | 10,063 | +21 | $788.4K | -$31.5K | 0.2% |
| Advisors Capital Management, LLC | 3,582 | +529 | $280.6K | +$31.4K | 17.3% |
| Forum Financial Management, LP | 6,142 | +602 | $481.2K | +$28.9K | 10.9% |
| Procyon Advisors, LLC | 9,030 | +20 | $707.5K | -$28.2K | 0.2% |
| Pallas Capital Advisors LLC | 11,941 | +151 | $935.6K | -$27.1K | 1.3% |
| 180 WEALTH ADVISORS, LLC | 10,296 | +95 | $806.7K | -$26.2K | 0.9% |
| DANSKE BANK A/S | 180,338 | +7,600 | $14.1M | +$25.4K | 4.4% |
| DAVENPORT & Co LLC | 12,266 | +190 | $961.0K | -$25.0K | 1.6% |
| Empowered Funds, LLC | 8,660 | +57 | $678.5K | -$23.9K | 0.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 7,602 | +18 | $595.6K | -$23.6K | 0.2% |
| ASSETMARK, INC | 8,918 | +638 | $698.7K | +$22.7K | 7.7% |
| Baker Avenue Asset Management, LP | 64,263 | +2,848 | $5.0M | +$20.5K | 4.6% |
| XPONANCE, INC. | 43,517 | +2,008 | $3.4M | +$20.3K | 4.8% |
| Sivia Capital Partners, LLC | 3,429 | +381 | $268.7K | +$19.8K | 12.5% |
| Czech National Bank | 62,737 | +2,297 | $4.9M | -$19.5K | 3.8% |
| Frank, Rimerman Advisors LLC | 7,316 | +59 | $573.2K | -$19.3K | 0.8% |
| FIFTH THIRD BANCORP | 13,555 | +313 | $1.1M | -$19.2K | 2.4% |
| Physician Wealth Advisors, Inc. | 6,025 | +25 | $472.1K | -$17.8K | 0.4% |
| SAX WEALTH ADVISORS, LLC | 5,687 | +14 | $445.6K | -$17.6K | 0.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 294,470 | +9,863 | $23.3M | +$17.4K | 3.5% |
| Heritage Financial Services, LLC | 5,344 | +3 | $418.7K | -$17.4K | 0.1% |
| TRUSTMARK BANK TRUST DEPARTMENT | 15,562 | +417 | $1.2M | -$17.3K | 2.8% |
| Walleye Capital LLC | 7,700 | +100 | $603.3K | -$17.2K | 1.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,090 | +376 | $320.4K | +$17.2K | 10.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 23,906 | +821 | $1.9M | +$17.1K | 3.5% |
| COMMERCE BANK | 15,139 | +815 | $1.2M | +$16.6K | 5.7% |
| ROTHSCHILD INVESTMENT LLC | 323 | +213 | $25.3K | +$16.3K | 193.6% |
| BOKF, NA | 426 | +217 | $33.4K | +$16.3K | 103.8% |
| EARNED WEALTH ADVISORS, LLC | 5,919 | +43 | $463.8K | -$16.0K | 0.7% |
| Larson Financial Group LLC | 1,815 | +268 | $142.2K | +$15.9K | 17.3% |
| ODDO BHF ASSET MANAGEMENT SAS | 16,132 | +843 | $1.3M | +$15.6K | 5.5% |
| Vise Technologies, Inc. | 2,847 | +305 | $223.1K | +$15.5K | 12.0% |
| Kestra Advisory Services, LLC | 55,399 | +2,068 | $4.3M | -$14.0K | 3.9% |
| FSM Wealth Advisors, LLC | 4,557 | +16 | $357.0K | -$13.7K | 0.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,358 | +382 | $419.8K | +$13.5K | 7.7% |
| McAdam, LLC | 7,982 | +158 | $625.4K | -$13.4K | 2.0% |
| EverSource Wealth Advisors, LLC | 4,640 | +27 | $363.5K | -$13.1K | 0.6% |
| SG Americas Securities, LLC | 254,339 | +158,287 | $19.9K | +$12.1K | 164.8% |
| Koshinski Asset Management, Inc. | 3,348 | +283 | $262.3K | +$12.1K | 9.2% |
| AMERICAN CENTURY COMPANIES INC | 4,177 | +23 | $327.3K | -$11.9K | 0.6% |
| Pinnacle Wealth Management Advisory Group, LLC | 3,996 | +21 | $313.1K | -$11.5K | 0.5% |
| Simmons Bank | 16,273 | +526 | $1.3M | -$10.8K | 3.3% |
| Davis Investment Partners, LLC | 8,921 | +251 | $698.8K | +$10.3K | 2.9% |
| Sepio Capital, LP | 24,661 | +871 | $1.9M | -$10.3K | 3.7% |
| MGO ONE SEVEN LLC | 5,747 | +111 | $450.3K | -$9.9K | 2.0% |
| PRINCIPAL SECURITIES, INC. | 3,346 | +256 | $262.2K | +$9.9K | 8.3% |
| SJS Investment Consulting Inc. | 677 | +147 | $53.0K | +$9.8K | 27.7% |
| Calamos Wealth Management LLC | 3,262 | +13 | $255.6K | -$9.7K | 0.4% |
| Balboa Wealth Partners | 2,986 | +3 | $234.0K | -$9.6K | 0.1% |
| Lantz Financial LLC | 3,068 | +11 | $240.4K | -$9.2K | 0.3% |
| Farther Finance Advisors, LLC | 2,589 | +214 | $202.8K | +$8.9K | 9.0% |
| Thrive Wealth Management, LLC | 2,779 | +9 | $217.7K | -$8.4K | 0.3% |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 2,626 | +6 | $205.7K | -$8.2K | 0.2% |
| Activest Wealth Management | 90 | +87 | $7.1K | +$6.8K | 2900.0% |
| LRI Investments, LLC | 1,008 | +122 | $79.0K | +$6.6K | 13.8% |
| Root Financial Partners, LLC | 456 | +93 | $35.7K | +$6.1K | 25.6% |
| Geneos Wealth Management Inc. | 533 | +87 | $41.8K | +$5.3K | 19.5% |
| Quent Capital, LLC | 339 | +68 | $26.6K | +$4.4K | 25.1% |
| Allianz Asset Management GmbH | 281,824 | +11,338 | $22.1M | -$4.3K | 4.2% |
| SBI Securities Co., Ltd. | 670 | +77 | $52.5K | +$4.1K | 13.0% |
| Snowden Capital Advisors LLC | 2,651 | +155 | $207.7K | +$3.9K | 6.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4,201 | +123 | $329.1K | -$3.8K | 3.0% |
| JFS WEALTH ADVISORS, LLC | 199 | +48 | $15.6K | +$3.3K | 31.8% |
| Advisor OS, LLC | 4,850 | +235 | $380.0K | +$3.2K | 5.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,221 | +11 | $95.7K | -$3.1K | 0.9% |
| SCOTIA CAPITAL INC. | 4,543 | +219 | $355.9K | +$2.9K | 5.1% |
| Versant Capital Management, Inc | 956 | +6 | $74.9K | -$2.7K | 0.6% |
| True Wealth Design, LLC | 1,469 | +27 | $115.1K | -$2.6K | 1.9% |
| UMB Bank, n.a. | 1,934 | +47 | $151.5K | -$2.5K | 2.5% |
| Handelsbanken Fonder AB | 88,705 | +34,094 | $7.0K | +$2.5K | 62.4% |
| CoreCap Advisors, LLC | 151 | +33 | $11.8K | +$2.2K | 28.0% |
| Penserra Capital Management LLC | 102,448 | +29,738 | $8.0K | +$2.1K | 40.9% |
| Steigerwald, Gordon & Koch Inc. | 518 | +43 | $40.6K | +$1.8K | 9.1% |
| Golden State Wealth Management, LLC | 53 | +23 | $4.2K | +$1.7K | 76.7% |
| Horizon Investments, LLC | 10,103 | +388 | $791.6K | -$1.7K | 4.0% |
| HORIZON FINANCIAL SERVICES, LLC | 94 | +23 | $7.4K | +$1.6K | 32.4% |
| Wealth Watch Advisors, INC | 20 | +18 | $1.6K | +$1.4K | 900.0% |
| Asset Management One Co., Ltd. | 214,258 | +4,378 | $17.1M | -$1.3K | 2.1% |
| ROMAN BUTLER FULLERTON & CO | 2,927 | +277 | $209.2K | -$1.2K | 10.4% |
| CYBER HORNET ETFs LLC | 718 | +41 | $56.3K | +$978 | 6.0% |
| Bay Harbor Wealth Management, LLC | 25 | +12 | $2.0K | +$897 | 92.3% |
| HARBOUR INVESTMENTS, INC. | 1,118 | +55 | $87.6K | +$801 | 5.2% |
| BESSEMER GROUP INC | 35,154 | +9,627 | $2.8K | +$669 | 37.7% |
| ELEVATION WEALTH PARTNERS, LLC | 13 | +7 | $1.0K | +$529 | 116.7% |
| Fortitude Family Office, LLC | 65 | +9 | $5.1K | +$521 | 16.1% |
| Corient Private Wealth LLC | 31,034 | +10,246 | $1.7M | -$440 | 49.3% |
| Ilmarinen Mutual Pension Insurance Co | 54,723 | +7,000 | $4.3K | +$391 | 14.7% |
| HM PAYSON & CO | 782 | +35 | $61.3K | +$278 | 4.7% |
| American Capital Advisory, LLC | 16 | +4 | $1.3K | +$274 | 33.3% |
| Lido Advisors, LLC | 15,747 | +90 | $1.3M | +$266 | 0.6% |
| WPG Advisers, LLC | 229 | +6 | $17.9K | -$266 | 2.7% |
| FARMERS & MERCHANTS INVESTMENTS INC | 168 | +10 | $13.2K | +$262 | 6.3% |
| Quaker Wealth Management, LLC | 7 | +3 | $549 | +$222 | 75.0% |
| Dunhill Financial, LLC | 125 | +3 | $9.8K | -$219 | 2.5% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 43,358 | +120 | $3.4K | -$124 | 0.3% |
| BI Asset Management Fondsmaeglerselskab A/S | 17,087 | +1,943 | $1.3K | +$102 | 12.8% |
| CWM, LLC | 47,753 | +2,889 | $3.7K | +$78 | 6.4% |
| HANTZ FINANCIAL SERVICES, INC. | 1,156 | +784 | $91 | +$61 | 210.8% |
| CX Institutional | 7,841 | +693 | $614 | +$30 | 9.7% |
| Mn Services Vermogensbeheer B.V. | 94,667 | +4,201 | $7.4K | +$30 | 4.6% |
| WEDBUSH SECURITIES INC | 4,174 | +480 | $327 | +$25 | 13.0% |
| Gulf International Bank (UK) Ltd | 11,988 | +227 | $939 | -$21 | 1.9% |
| NATURAL INVESTMENTS, LLC | 3,506 | +342 | $274 | +$16 | 10.8% |
| PEAPACK GLADSTONE FINANCIAL CORP | 5,794 | +85 | $454 | -$12 | 1.5% |
| Bear Mountain Capital, Inc. | 154 | +2 | $12.1K | +$8 | 1.3% |
| Coston, McIsaac & Partners | 125 | +75 | $9 | +$5 | 150.0% |
| DiNuzzo Private Wealth, Inc. | 35 | +1 | $2.7K | -$5 | 2.9% |
| Smithfield Trust Co | 1,716 | +11 | $135 | -$4 | 0.6% |
| VALLEY NATIONAL ADVISERS INC | 18 | +2 | $1 | $0 | 12.5% |