13F QoQ Ownership Changes
TRPRF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 97 new · 221 added · 308 reduced · 58 exited
New Positions(97)
Added To(221)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GQG Partners LLC | 16,154,469 | +13,801,371 | $890.7M | +$762.7M | 586.5% |
| BANK OF MONTREAL /CAN/ | 50,008,289 | +10,364,478 | $2.75B | +$598.7M | 26.1% |
| 1832 Asset Management L.P. | 24,512,522 | +10,540,166 | $1.35B | +$588.2M | 75.4% |
| DEUTSCHE BANK AG\ | 15,384,255 | +5,956,263 | $846.3M | +$333.3M | 63.2% |
| CIBC WORLD MARKET INC. | 23,799,324 | +4,170,990 | $1.31B | +$243.6M | 21.2% |
| NORGES BANK | 10,600,494 | +2,342,211 | $583.7M | +$191.2M | 28.4% |
| PICTON MAHONEY ASSET MANAGEMENT | 2,055,963 | +18,953 | $113.4M | +$113.3M | 0.9% |
| Connor, Clark & Lunn Investment Management Ltd. | 9,654,085 | +1,520,523 | $531.6M | +$89.5M | 18.7% |
| VANGUARD GROUP INC | 47,801,695 | +980,221 | $2.63B | +$86.4M | 2.1% |
| TD Asset Management Inc | 20,868,772 | +1,244,525 | $1.15B | +$83.4M | 6.3% |
| FIL Ltd | 28,305,789 | +1,052,166 | $1.56B | +$76.8M | 3.9% |
| NATIONAL BANK OF CANADA /FI/ | 11,185,873 | +771,244 | $614.3M | +$50.3M | 7.4% |
| TORONTO DOMINION BANK | 18,626,411 | +646,234 | $1.03B | +$48.4M | 3.6% |
| Caisse de depot et placement du Quebec | 2,285,264 | +838,258 | $126.0M | +$47.3M | 57.9% |
| Russell Investments Group, Ltd. | 1,599,785 | +822,363 | $88.2M | +$46.0M | 105.8% |
| OMERS ADMINISTRATION Corp | 2,420,000 | +802,190 | $133.4M | +$45.5M | 49.6% |
| MUFG SECURITIES (CANADA), LTD. | 5,424,436 | +753,588 | $298.8M | +$44.8M | 16.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 10,026,008 | +644,186 | $560.0M | +$43.9M | 6.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2,763,785 | +665,454 | $152.2M | +$38.1M | 31.7% |
| Blackstone Inc. | 2,251,984 | +571,713 | $123.9M | +$32.5M | 34.0% |
| MORGAN STANLEY | 5,043,528 | +487,178 | $277.4M | +$29.5M | 10.7% |
| Clearbridge Investments, LLC | 8,782,559 | +425,570 | $483.1M | +$28.4M | 5.1% |
| JANUS HENDERSON GROUP PLC | 1,636,675 | +489,948 | $90.2M | +$27.8M | 42.7% |
| PEAK6 LLC | 512,400 | +487,355 | $28.2M | +$26.8M | 1945.9% |
| MACKENZIE FINANCIAL CORP | 13,418,206 | +66,344 | $752.3M | +$26.4M | 0.5% |
| BARCLAYS PLC | 1,749,681 | +634,899 | $85.4M | +$24.7M | 57.0% |
| SIG North Trading, ULC | 4,421,696 | +362,243 | $243.2M | +$22.4M | 8.9% |
| SCOTIA CAPITAL INC. | 9,308,517 | +153,513 | $510.3M | +$16.9M | 1.7% |
| TWO SIGMA INVESTMENTS, LP | 349,037 | +248,278 | $19.2M | +$13.7M | 246.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 526,181 | +234,594 | $28.9M | +$13.1M | 80.5% |
| BRADLEY FOSTER & SARGENT INC/CT | 400,932 | +202,464 | $22.1M | +$11.3M | 102.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,820,775 | +127,404 | $266.1M | +$10.9M | 2.7% |
| Yaupon Capital Management LP | 1,143,027 | +166,114 | $62.9M | +$9.8M | 17.0% |
| TD Waterhouse Canada Inc. | 4,806,132 | +58,624 | $263.5M | +$8.4M | 1.2% |
| FRANKLIN RESOURCES INC | 1,596,932 | +127,810 | $87.9M | +$8.1M | 8.7% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 9,182,370 | +31,047 | $505.1M | +$7.2M | 0.3% |
| Amundi | 4,228,824 | +62,392 | $232.6M | +$5.6M | 1.5% |
| Capital World Investors | 7,327,124 | +16,428 | $403.2M | +$5.5M | 0.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,887,561 | +57,605 | $159.2M | +$5.3M | 2.0% |
| Investment Management Corp of Ontario | 127,535 | +89,119 | $7.0M | +$4.9M | 232.0% |
| NEUBERGER BERMAN GROUP LLC | 565,366 | +73,561 | $31.2M | +$4.4M | 14.9% |
| TWO SIGMA ADVISERS, LP | 126,088 | +74,592 | $6.9M | +$4.1M | 144.8% |
| Generali Asset Management SPA SGR | 74,906 | +54,154 | $5.7M | +$4.1M | 260.9% |
| WELLS FARGO & COMPANY/MN | 2,164,171 | +42,665 | $119.2M | +$3.9M | 2.0% |
| WESTWOOD HOLDINGS GROUP INC | 2,124,838 | +44,472 | $116.9M | +$3.7M | 2.1% |
| THORNBURG INVESTMENT MANAGEMENT INC | 4,040,854 | +13,568 | $222.5M | +$3.6M | 0.3% |
| AVIVA PLC | 871,504 | +45,364 | $48.0M | +$3.1M | 5.5% |
| Mariner, LLC | 108,821 | +55,736 | $6.0M | +$3.1M | 105.0% |
| Northwest & Ethical Investments L.P. | 344,536 | +46,667 | $19.1M | +$2.9M | 15.7% |
| Quantinno Capital Management LP | 124,433 | +42,023 | $6.8M | +$2.4M | 51.0% |
| AQR CAPITAL MANAGEMENT LLC | 75,215 | +42,357 | $4.1M | +$2.4M | 128.9% |
| LPL Financial LLC | 883,704 | +29,810 | $48.6M | +$2.2M | 3.5% |
| RAYMOND JAMES FINANCIAL INC | 1,385,490 | +22,316 | $76.2M | +$2.0M | 1.6% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 218,865 | +26,595 | $16.5M | +$2.0M | 13.8% |
| BANK OF NOVA SCOTIA TRUST CO | 876,271 | +25,508 | $48.2M | +$1.9M | 3.0% |
| Guardian Partners Inc. | 187,100 | +16,409 | $11.0M | +$1.8M | 9.6% |
| Nuveen, LLC | 1,651,088 | +10,695 | $91.0M | +$1.8M | 0.7% |
| CASTLEARK MANAGEMENT LLC | 52,460 | +26,910 | $2.9M | +$1.5M | 105.3% |
| NORTHERN TRUST CORP | 876,256 | +12,426 | $48.2M | +$1.2M | 1.4% |
| NATIXIS | 104,291 | +20,908 | $5.7M | +$1.2M | 25.1% |
| BNP PARIBAS FINANCIAL MARKETS | 24,022 | +20,737 | $1.3M | +$1.1M | 631.3% |
| Bank of New York Mellon Corp | 936,234 | +10,068 | $51.5M | +$1.1M | 1.1% |
| JONES FINANCIAL COMPANIES LLLP | 310,745 | +11,495 | $17.1M | +$1.1M | 3.8% |
| Pictet Asset Management Holding SA | 402,243 | +14,545 | $22.2M | +$1.1M | 3.8% |
| Candriam S.C.A. | 21,016 | +15,715 | $1.2M | +$870.5K | 296.4% |
| Lorne Steinberg Wealth Management Inc. | 200,314 | +12,364 | $11.0M | +$829.4K | 6.6% |
| MILLER HOWARD INVESTMENTS INC /NY | 1,135,832 | +2,564 | $62.5M | +$821.0K | 0.2% |
| Corient Private Wealth LLC | 46,762 | +14,691 | $2.5M | +$786.9K | 45.8% |
| Cetera Investment Advisers | 139,383 | +12,418 | $7.7M | +$776.2K | 9.8% |
| Partners Group Holding AG | 431,583 | +8,038 | $23.7M | +$758.8K | 1.9% |
| PRINCIPAL FINANCIAL GROUP INC | 191,734 | +11,129 | $10.6M | +$749.7K | 6.2% |
| Guinness Asset Management LTD | 118,790 | +8,468 | $6.6M | +$738.3K | 7.7% |
| Foundations Investment Advisors, LLC | 25,871 | +13,054 | $1.4M | +$725.8K | 101.8% |
| ASSETMARK, INC | 131,944 | +11,697 | $7.3M | +$715.6K | 9.7% |
| Aviso Financial Inc. | 292,245 | +7,555 | $16.1M | +$611.7K | 2.6% |
| Bleakley Financial Group, LLC | 89,982 | +9,806 | $4.9M | +$587.6K | 12.2% |
| CIBC Private Wealth Group LLC | 386,745 | +5,542 | $21.3M | +$533.6K | 1.4% |
| Lombard Odier Asset Management (Switzerland) SA | 34,530 | +8,700 | $1.9M | +$497.3K | 33.7% |
| STIFEL FINANCIAL CORP | 298,590 | +5,638 | $16.4M | +$485.8K | 1.9% |
| MML INVESTORS SERVICES, LLC | 98,003 | +7,363 | $5.4M | +$459.4K | 8.1% |
| Equitable Holdings, Inc. | 18,121 | +7,627 | $996.8K | +$425.9K | 72.7% |
| HF Advisory Group, LLC | 79,188 | +6,853 | $4.4M | +$420.4K | 9.5% |
| &PARTNERS | 128,768 | +6,215 | $7.1M | +$420.2K | 5.1% |
| IEQ CAPITAL, LLC | 22,373 | +7,465 | $1.2M | +$419.6K | 50.1% |
| Capital International, Inc./CA/ | 503,659 | +1,478 | $27.7M | +$404.6K | 0.3% |
| Harvest Portfolios Group Inc. | 298,209 | +3,591 | $16.4M | +$401.9K | 1.2% |
| ProShare Advisors LLC | 117,823 | +5,709 | $6.5M | +$392.1K | 5.1% |
| Advisors Asset Management, Inc. | 94,059 | +5,919 | $5.2M | +$378.5K | 6.7% |
| Ninepoint Partners LP | 90,005 | +5,680 | $5.0M | +$363.1K | 6.7% |
| Turtle Creek Wealth Advisors, LLC | 17,411 | +6,219 | $957.8K | +$348.8K | 55.6% |
| Lansforsakringar Fondforvaltning AB (publ) | 237,797 | +2,987 | $13.1M | +$341.7K | 1.3% |
| TECTONIC ADVISORS LLC | 30,719 | +5,912 | $1.7M | +$340.1K | 23.8% |
| Sciencast Management LP | 21,031 | +5,633 | $1.2M | +$319.1K | 36.6% |
| Vise Technologies, Inc. | 15,431 | +5,487 | $848.9K | +$307.8K | 55.2% |
| Caprock Group, LLC | 9,336 | +5,211 | $513.6K | +$298.8K | 126.3% |
| Cardinal Point Capital Management ULC | 254,100 | +1,657 | $14.0M | +$290.0K | 0.7% |
| Fiera Capital Corp | 138,078 | +3,408 | $7.6M | +$286.1K | 2.5% |
| K.J. Harrison & Partners Inc | 72,052 | +4,000 | $4.0M | +$281.4K | 5.9% |
| Midwest Trust Co | 254,146 | +2,359 | $14.0M | +$280.8K | 0.9% |
| Baird Financial Group, Inc. | 9,282 | +4,783 | $510.6K | +$265.8K | 106.3% |
| ALPS ADVISORS INC | 20,986 | +4,209 | $1.2M | +$241.6K | 25.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 57,478 | +3,306 | $3.2M | +$214.4K | 6.1% |
| JACKSON SQUARE CAPITAL, LLC | 20,195 | +3,631 | $1.1M | +$212.6K | 21.9% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 8,412 | +3,753 | $463.4K | +$210.1K | 80.5% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 12,398 | +3,711 | $682.0K | +$209.4K | 42.7% |
| DAVENPORT & Co LLC | 82,358 | +2,469 | $4.5M | +$196.2K | 3.1% |
| UniSuper Management Pty Ltd | 20,300 | +2,600 | $1.5M | +$194.9K | 14.7% |
| Focus Partners Wealth | 15,081 | +3,414 | $828.4K | +$193.6K | 29.3% |
| Kestra Advisory Services, LLC | 18,846 | +3,326 | $1.0M | +$192.3K | 21.4% |
| D.A. DAVIDSON & CO. | 13,062 | +3,385 | $718.6K | +$192.0K | 35.0% |
| AGF MANAGEMENT LTD | 1,256,846 | +135 | $83.8M | +$190.6K | 0.0% |
| Royal Fund Management, LLC | 24,348 | +3,176 | $1.3M | +$187.4K | 15.0% |
| Kingsview Wealth Management, LLC | 10,306 | +2,991 | $566.9K | +$168.9K | 40.9% |
| Verdence Capital Advisors LLC | 23,505 | +345 | $1.3M | +$123.6K | 1.5% |
| Orion Porfolio Solutions, LLC | 20,392 | +2,027 | $1.1M | +$122.5K | 11.0% |
| Empowered Funds, LLC | 47,401 | +1,669 | $2.6M | +$119.3K | 3.6% |
| SYON CAPITAL LLC | 9,609 | +2,062 | $528.6K | +$118.0K | 27.3% |
| Hillsdale Investment Management Inc. | 13,425 | +1,932 | $740.6K | +$115.8K | 16.8% |
| CAPTRUST FINANCIAL ADVISORS | 18,339 | +1,880 | $1.0M | +$113.3K | 11.4% |
| apricus wealth, LLC | 58,740 | +1,355 | $3.2M | +$109.0K | 2.4% |
| Global Retirement Partners, LLC | 6,107 | +1,667 | $335.9K | +$94.3K | 37.5% |
| Ewing Morris & Co. Investment Partners Ltd. | 39,040 | +676 | $2.2M | +$93.6K | 1.8% |
| SIGNATUREFD, LLC | 22,678 | +1,374 | $1.2M | +$88.4K | 6.4% |
| Envestnet Portfolio Solutions, Inc. | 42,910 | +967 | $2.4M | +$81.5K | 2.3% |
| Raleigh Capital Management Inc. | 29,249 | +1,162 | $1.6M | +$80.7K | 4.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 59,779 | +644 | $3.3M | +$79.9K | 1.1% |
| HB Wealth Management, LLC | 11,399 | +1,286 | $628.2K | +$78.1K | 12.7% |
| Sequoia Financial Advisors, LLC | 18,900 | +1,168 | $1.0M | +$74.9K | 6.6% |
| ALLIANCEBERNSTEIN L.P. | 99,765 | +251 | $5.5M | +$73.5K | 0.3% |
| Code Waechter LLC | 14,123 | +551 | $776.9K | +$70.2K | 4.0% |
| Compound Planning, Inc. | 17,689 | +1,083 | $973.1K | +$69.6K | 6.5% |
| Tacita Capital Inc | 65,226 | +383 | $3.6M | +$65.9K | 0.6% |
| BROWN BROTHERS HARRIMAN & CO | 9,753 | +1,074 | $536.5K | +$64.3K | 12.4% |
| Caitong International Asset Management Co., Ltd | 1,507 | +1,072 | $82.9K | +$59.2K | 246.4% |
| Smartleaf Asset Management LLC | 1,816 | +1,013 | $102.0K | +$59.0K | 126.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16,413 | +878 | $902.9K | +$57.6K | 5.7% |
| GUGGENHEIM CAPITAL LLC | 20,987 | +824 | $1.2M | +$57.4K | 4.1% |
| Atria Investments, Inc | 44,424 | +542 | $2.4M | +$56.2K | 1.2% |
| Colonial Trust Co / SC | 1,332 | +997 | $73.3K | +$55.0K | 297.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15,953 | +772 | $877.6K | +$51.6K | 5.1% |
| AE Wealth Management LLC | 8,431 | +801 | $463.8K | +$48.6K | 10.5% |
| BENEDICT FINANCIAL ADVISORS INC | 49,126 | +335 | $2.7M | +$47.7K | 0.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | 8,118 | +776 | $446.6K | +$47.1K | 10.6% |
| Snowden Capital Advisors LLC | 9,947 | +719 | $554.6K | +$47.0K | 7.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 13,690 | +713 | $753.1K | +$47.0K | 5.5% |
| FMR LLC | 39,872 | +332 | $2.2M | +$45.2K | 0.8% |
| Versant Capital Management, Inc | 3,297 | +717 | $181.8K | +$41.4K | 27.8% |
| Cresset Asset Management, LLC | 5,338 | +676 | $297.6K | +$41.2K | 14.5% |
| Perennial Investment Advisors, LLC | 4,927 | +684 | $271.0K | +$40.2K | 16.1% |
| Rockefeller Capital Management L.P. | 13,781 | +550 | $758.1K | +$38.2K | 4.2% |
| MAI Capital Management | 4,351 | +642 | $239.7K | +$37.5K | 17.3% |
| CREDIT AGRICOLE S A | 16,517 | +500 | $908.6K | +$37.1K | 3.1% |
| CHOREO, LLC | 6,419 | +507 | $360.2K | +$35.4K | 8.6% |
| Value Partners Investments Inc. | 10,252 | +451 | $565.3K | +$32.6K | 4.6% |
| Midwest Professional Planners, LTD. | 13,735 | +439 | $755.6K | +$32.1K | 3.3% |
| Atlantic Union Bankshares Corp | 1,000 | +500 | $55.0K | +$27.8K | 100.0% |
| FSM Wealth Advisors, LLC | 6,413 | +412 | $352.8K | +$26.3K | 6.9% |
| Guinness Atkinson Asset Management Inc | 5,364 | +246 | $299.6K | +$26.0K | 4.8% |
| STEPHENS INC /AR/ | 10,200 | +352 | $561.1K | +$25.3K | 3.6% |
| Farther Finance Advisors, LLC | 2,607 | +418 | $143.5K | +$24.4K | 19.1% |
| Lantz Financial LLC | 7,896 | +340 | $434.4K | +$23.2K | 4.5% |
| 180 WEALTH ADVISORS, LLC | 14,866 | +248 | $817.8K | +$22.4K | 1.7% |
| Amplify Investments, LLC | 3,774 | +666 | $191.5K | +$22.4K | 21.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,964 | +623 | $1.3M | +$19.1K | 2.5% |
| CALTON & ASSOCIATES, INC. | 4,668 | +289 | $256.8K | +$18.5K | 6.6% |
| Gold Investment Management Ltd. | 9,964 | +200 | $548.7K | +$17.7K | 2.0% |
| U.S. Capital Wealth Advisors, LLC | 5,566 | +257 | $306.2K | +$17.3K | 4.8% |
| FLAGSHIP HARBOR ADVISORS, LLC | 13,718 | +160 | $754.7K | +$17.0K | 1.2% |
| Kennebec Savings Bank | 9,854 | +203 | $542.1K | +$17.0K | 2.1% |
| EverSource Wealth Advisors, LLC | 4,223 | +232 | $232.3K | +$15.2K | 5.8% |
| JCIC Asset Management Inc. | 3,746 | +220 | $206.3K | +$14.6K | 6.2% |
| Arax Advisory Partners | 3,029 | +221 | $166.7K | +$13.9K | 7.9% |
| M&T Bank Corp | 10,503 | +137 | $577.8K | +$13.8K | 1.3% |
| INTRUST BANK NA | 9,759 | +139 | $536.8K | +$13.4K | 1.4% |
| Icon Wealth Advisors, LLC | 12,441 | +78 | $684.4K | +$11.8K | 0.6% |
| YANKCOM Partnership | 15,682 | +29 | $862.7K | +$11.0K | 0.2% |
| Transamerica Financial Advisors, LLC | 404 | +192 | $22.5K | +$10.9K | 90.6% |
| LAZARD ASSET MANAGEMENT LLC | 5,098 | +136 | $280.5K | +$10.6K | 2.7% |
| GATEWAY INVESTMENT ADVISERS LLC | 10,403 | +63 | $572.3K | +$9.7K | 0.6% |
| Dakota Community Bank & Trust NA | 3,986 | +132 | $219.3K | +$9.6K | 3.4% |
| Curi Capital, LLC | 9,730 | +68 | $541.0K | +$9.4K | 0.7% |
| Inscription Capital, LLC | 4,320 | +114 | $237.6K | +$8.8K | 2.7% |
| Wiser Advisor Group LLC | 7,292 | +75 | $401.1K | +$8.5K | 1.0% |
| Arkadios Wealth Advisors | 4,090 | +105 | $225.0K | +$8.2K | 2.6% |
| NISA INVESTMENT ADVISORS, LLC | 673 | +143 | $37.0K | +$7.9K | 27.0% |
| PDS Planning, Inc | 4,097 | +90 | $225.4K | +$7.4K | 2.2% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6,737 | +49 | $370.6K | +$6.7K | 0.7% |
| Root Financial Partners, LLC | 179 | +114 | $9.8K | +$6.3K | 175.4% |
| CANADA LIFE ASSURANCE Co | 1,236,707 | +75,074 | $67.9K | +$6.3K | 6.5% |
| Parallel Advisors, LLC | 2,584 | +83 | $142.1K | +$6.1K | 3.3% |
| GENESIS PRIVATE WEALTH, LLC | 4,070 | +54 | $223.9K | +$5.4K | 1.3% |
| HUNTINGTON NATIONAL BANK | 1,262 | +82 | $69.4K | +$5.2K | 6.9% |
| FIFTH THIRD BANCORP | 4,355 | +42 | $239.6K | +$4.9K | 1.0% |
| Cornerstone Planning Group LLC | 110 | +71 | $6.4K | +$4.8K | 182.1% |
| Roxbury Financial LLC | 5,794 | +8 | $318.7K | +$3.9K | 0.1% |
| GREENLEAF TRUST | 3,796 | +16 | $208.8K | +$3.1K | 0.4% |
| DecisionPoint Financial, LLC | 70 | +56 | $3.9K | +$3.1K | 400.0% |
| Essex Financial Services, Inc. | 3,753 | +3 | $206.8K | +$2.8K | 0.1% |
| Achmea Investment Management B.V. | 592,408 | +41,295 | $32.7K | +$2.7K | 7.5% |
| World Investment Advisors | 5,444 | +1,115 | $237.9K | +$2.3K | 25.8% |
| Janney Montgomery Scott LLC | 108,630 | +40,514 | $6.0K | +$2.3K | 59.5% |
| VAN ECK ASSOCIATES CORP | 464,825 | +33,422 | $25.6K | +$2.1K | 7.7% |
| Larson Financial Group LLC | 832 | +27 | $45.8K | +$2.0K | 3.4% |
| HARBOUR INVESTMENTS, INC. | 2,635 | +5 | $145.0K | +$1.9K | 0.2% |
| Premier Fund Managers Ltd | 227,174 | +19,000 | $12.8K | +$1.6K | 9.1% |
| Bell Investment Advisors, Inc | 79 | +18 | $4.3K | +$1.0K | 29.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 556 | +6 | $30.7K | +$751 | 1.1% |
| Blue Trust, Inc. | 178 | +9 | $9.8K | +$596 | 5.3% |
| Jackson, Grant Investment Advisers, Inc. | 393 | +5 | $21.7K | +$549 | 1.3% |
| AdvisorNet Financial, Inc | 601 | +3 | $33.0K | +$526 | 0.5% |
| Golden State Wealth Management, LLC | 310 | +1 | $17.1K | +$268 | 0.3% |
| Richard W. Paul & Associates, LLC | 335 | +1 | $18.4K | +$255 | 0.3% |
| ROTHSCHILD INVESTMENT LLC | 199 | +2 | $11.0K | +$230 | 1.0% |
| NATIXIS ADVISORS, LLC | 86,297 | +1,848 | $4.7K | +$152 | 2.2% |
| Sunbelt Securities, Inc. | 105 | +1 | $5.8K | +$131 | 1.0% |
| HIGHLINE WEALTH PARTNERS LLC | 91 | +1 | $5.0K | +$109 | 1.1% |
| American Wealth Advisors, LLC | 69 | +1 | $3.8K | +$79 | 1.5% |
| VALICENTI ADVISORY SERVICES INC | 50,990 | +795 | $2.8K | +$74 | 1.6% |
| Cullen/Frost Bankers, Inc. | 70 | +1 | $3.8K | +$67 | 1.4% |
| Cambridge Investment Research Advisors, Inc. | 25,935 | +912 | $1.4K | +$67 | 3.6% |
| CX Institutional | 473 | +180 | $26 | +$10 | 61.4% |