13F QoQ Ownership Changes
WCN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 145 new · 259 added · 391 reduced · 82 exited
New Positions(145)
Added To(259)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital International Investors | 6,468,259 | +1,420,921 | $1.13B | +$247.7M | 28.1% |
| 1832 Asset Management L.P. | 5,652,029 | +1,353,322 | $991.1M | +$235.4M | 31.5% |
| JPMORGAN CHASE & CO | 4,763,742 | +1,289,042 | $835.4M | +$224.5M | 37.1% |
| GOLDMAN SACHS GROUP INC | 2,900,321 | +1,065,653 | $508.6M | +$186.1M | 58.1% |
| CITADEL ADVISORS LLC | 1,082,555 | +699,643 | $189.8M | +$122.5M | 182.7% |
| DEUTSCHE BANK AG\ | 1,334,098 | +683,888 | $233.9M | +$119.6M | 105.2% |
| PICTON MAHONEY ASSET MANAGEMENT | 641,243 | +100,917 | $112.6M | +$112.5M | 18.7% |
| AQR CAPITAL MANAGEMENT LLC | 775,312 | +593,715 | $136.0M | +$104.1M | 326.9% |
| Federation des caisses Desjardins du Quebec | 756,236 | +463,822 | $131.2M | +$80.7M | 158.6% |
| BANK OF AMERICA CORP /DE/ | 3,368,882 | +452,063 | $590.8M | +$78.0M | 15.5% |
| BROWN ADVISORY INC | 1,677,773 | +413,202 | $294.2M | +$71.9M | 32.7% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1,062,292 | +352,389 | $186.3M | +$61.5M | 49.6% |
| Balyasny Asset Management L.P. | 469,105 | +265,517 | $82.3M | +$46.5M | 130.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,573,111 | +261,624 | $275.9M | +$45.4M | 19.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 4,675,737 | +220,575 | $819.9M | +$36.7M | 5.0% |
| Skye Global Management LP | 892,000 | +209,500 | $156.4M | +$36.4M | 30.7% |
| TORONTO DOMINION BANK | 867,798 | +194,460 | $152.2M | +$33.9M | 28.9% |
| Pictet Asset Management Holding SA | 3,508,405 | +190,123 | $615.3M | +$31.9M | 5.7% |
| CIBC WORLD MARKET INC. | 2,044,769 | +174,176 | $358.7M | +$29.9M | 9.3% |
| Invesco Ltd. | 354,424 | +165,344 | $62.2M | +$28.9M | 87.4% |
| Stockbridge Partners LLC | 2,367,313 | +132,786 | $415.1M | +$22.3M | 5.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 184,137 | +126,909 | $32.3M | +$22.2M | 221.8% |
| NICHOLAS COMPANY, INC. | 449,112 | +109,950 | $78.8M | +$19.1M | 32.4% |
| PARNASSUS INVESTMENTS, LLC | 81,398 | +79,904 | $14.3M | +$14.0M | 5348.3% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 2,345,566 | +92,633 | $397.9M | +$13.6M | 4.1% |
| Fisher Funds Management LTD | 159,613 | +71,277 | $28.2M | +$12.6M | 80.7% |
| MARSHALL WACE, LLP | 340,628 | +72,302 | $59.7M | +$12.6M | 26.9% |
| Fiera Capital Corp | 2,764,876 | +70,396 | $485.1M | +$11.5M | 2.6% |
| SEI INVESTMENTS CO | 322,435 | +65,083 | $56.5M | +$11.3M | 25.3% |
| RENAISSANCE TECHNOLOGIES LLC | 99,661 | +61,800 | $17.5M | +$10.8M | 163.2% |
| Baird Financial Group, Inc. | 637,323 | +60,318 | $111.8M | +$10.3M | 10.4% |
| CITIGROUP INC | 132,974 | +55,495 | $23.4M | +$9.7M | 71.6% |
| Schonfeld Strategic Advisors LLC | 170,373 | +53,822 | $29.9M | +$9.4M | 46.2% |
| Connor, Clark & Lunn Investment Management Ltd. | 1,327,867 | +54,386 | $232.9M | +$9.1M | 4.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 873,578 | +49,618 | $160.5M | +$8.8M | 6.0% |
| Korea Investment CORP | 146,614 | +42,575 | $25.7M | +$7.4M | 40.9% |
| Capital International, Inc./CA/ | 161,247 | +39,351 | $28.3M | +$6.8M | 32.3% |
| SIG North Trading, ULC | 79,900 | +39,070 | $14.0M | +$6.8M | 95.7% |
| Aureus Asset Management, LLC | 271,386 | +39,482 | $47.6M | +$6.8M | 17.0% |
| Douglas Lane & Associates, LLC | 250,973 | +36,684 | $44.0M | +$6.3M | 17.1% |
| SCOTIA CAPITAL INC. | 470,499 | +38,009 | $81.7M | +$5.7M | 8.8% |
| Legal & General Group Plc | 1,288,466 | +33,841 | $226.1M | +$5.6M | 2.7% |
| Investment Management Corp of Ontario | 51,227 | +29,516 | $9.0M | +$5.2M | 135.9% |
| Amundi | 599,586 | +25,731 | $105.1M | +$5.0M | 4.5% |
| Cerity Partners LLC | 42,036 | +26,703 | $7.4M | +$4.7M | 174.2% |
| Sciencast Management LP | 33,413 | +24,666 | $5.9M | +$4.3M | 282.0% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 313,276 | +24,546 | $54.9M | +$4.2M | 8.5% |
| STATE STREET CORP | 1,906,681 | +28,420 | $334.4M | +$4.2M | 1.5% |
| Prana Capital Management, LP | 97,159 | +23,647 | $17.0M | +$4.1M | 32.2% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 237,665 | +23,868 | $41.7M | +$4.1M | 11.2% |
| ExodusPoint Capital Management, LP | 28,348 | +22,750 | $5.0M | +$4.0M | 406.4% |
| Gradient Investments LLC | 145,595 | +22,722 | $25.5M | +$3.9M | 18.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 628,277 | +19,065 | $110.3M | +$3.2M | 3.1% |
| SNYDER CAPITAL MANAGEMENT L P | 789,117 | +19,671 | $138.4M | +$3.1M | 2.5% |
| Mirabaud Asset Management Ltd | 56,620 | +12,680 | $10.8M | +$3.1M | 28.9% |
| DIMENSIONAL FUND ADVISORS LP | 622,612 | +18,442 | $109.2M | +$3.0M | 3.0% |
| DANSKE BANK A/S | 204,483 | +17,247 | $35.9M | +$2.9M | 9.2% |
| National Pension Service | 402,969 | +17,523 | $70.7M | +$2.9M | 4.5% |
| Cresset Asset Management, LLC | 105,723 | +16,632 | $18.6M | +$2.9M | 18.7% |
| JUPITER ASSET MANAGEMENT LTD | 156,250 | +14,265 | $27.4M | +$2.4M | 10.0% |
| Creative Planning | 22,014 | +12,074 | $3.9M | +$2.1M | 121.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,114 | +11,810 | $3.3M | +$2.1M | 161.7% |
| LMCG INVESTMENTS, LLC | 60,127 | +11,707 | $10.5M | +$2.0M | 24.2% |
| Erste Asset Management GmbH | 24,243 | +10,500 | $4.3M | +$1.9M | 76.4% |
| Russell Investments Group, Ltd. | 303,953 | +10,728 | $53.4M | +$1.9M | 3.6% |
| Waverly Advisors, LLC | 16,785 | +10,887 | $2.9M | +$1.9M | 184.6% |
| ALLSTATE CORP | 21,556 | +10,571 | $3.8M | +$1.8M | 96.2% |
| Addenda Capital Inc. | 220,427 | +10,377 | $53.1M | +$1.7M | 4.9% |
| Vident Advisory, LLC | 25,337 | +9,263 | $4.4M | +$1.6M | 57.6% |
| Squarepoint Ops LLC | 13,455 | +8,481 | $2.4M | +$1.5M | 170.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 253,851 | +10,764 | $44.2M | +$1.5M | 4.4% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 60,140 | +8,363 | $10.5M | +$1.4M | 16.1% |
| Northwest & Ethical Investments L.P. | 52,060 | +7,848 | $9.2M | +$1.4M | 17.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 19,918 | +7,334 | $3.5M | +$1.3M | 58.3% |
| D. E. Shaw & Co., Inc. | 133,752 | +7,326 | $23.5M | +$1.2M | 5.8% |
| JANUS HENDERSON GROUP PLC | 202,104 | +7,002 | $35.4M | +$1.1M | 3.6% |
| AMERICAN CENTURY COMPANIES INC | 23,909 | +6,505 | $4.2M | +$1.1M | 37.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 46,327 | +6,433 | $8.1M | +$1.1M | 16.1% |
| Bank of New York Mellon Corp | 320,657 | +7,068 | $56.2M | +$1.1M | 2.3% |
| Rathbones Group PLC | 669,442 | +7,866 | $117.4M | +$1.1M | 1.2% |
| Avanza Fonder AB | 30,213 | +4,726 | $7.3M | +$1.0M | 18.5% |
| Quantinno Capital Management LP | 23,580 | +5,941 | $4.1M | +$1.0M | 33.7% |
| Banque Cantonale Vaudoise | 5,273 | +1,045 | $925.0K | +$924.3K | 24.7% |
| Mariner, LLC | 158,227 | +5,516 | $27.8M | +$909.0K | 3.6% |
| MIDDLETON & CO INC/MA | 26,408 | +5,155 | $4.6M | +$894.6K | 24.3% |
| Cetera Investment Advisers | 28,695 | +4,952 | $5.0M | +$861.8K | 20.9% |
| Vanguard Personalized Indexing Management, LLC | 21,981 | +4,413 | $3.9M | +$763.6K | 25.1% |
| MML INVESTORS SERVICES, LLC | 41,784 | +4,418 | $7.3M | +$758.3K | 11.8% |
| Aviso Financial Inc. | 55,094 | +4,358 | $9.7M | +$742.2K | 8.6% |
| Perpetual Ltd | 83,561 | +3,933 | $14.7M | +$654.7K | 4.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 117,323 | +2,448 | $20.8M | +$652.8K | 2.1% |
| Assenagon Asset Management S.A. | 10,638 | +3,738 | $1.9M | +$652.5K | 54.2% |
| CAPTRUST FINANCIAL ADVISORS | 16,960 | +3,713 | $3.0M | +$645.4K | 28.0% |
| LPL Financial LLC | 59,442 | +3,657 | $10.4M | +$616.7K | 6.5% |
| Vestmark Advisory Solutions, Inc. | 5,258 | +3,490 | $922.0K | +$611.2K | 197.4% |
| OAKMONT Corp | 166,458 | +3,774 | $29.2M | +$590.2K | 2.3% |
| Guardian Partners Inc. | 17,331 | +3,975 | $2.9M | +$580.2K | 29.8% |
| BANK OF NOVA SCOTIA TRUST CO | 115,208 | +3,584 | $20.2M | +$579.4K | 3.2% |
| MAI Capital Management | 13,051 | +3,270 | $2.3M | +$569.1K | 33.4% |
| ALLIANCEBERNSTEIN L.P. | 12,757 | +3,238 | $2.2M | +$563.6K | 34.0% |
| Pathstone Holdings, LLC | 39,773 | +3,266 | $7.0M | +$556.8K | 8.9% |
| Union Bancaire Privee, UBP SA | 14,531 | +3,177 | $2.4M | +$551.3K | 28.0% |
| CAPITAL INTERNATIONAL SARL | 5,360 | +3,103 | $939.9K | +$543.1K | 137.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 7,585 | +3,075 | $1.3M | +$539.0K | 68.2% |
| MassMutual Private Wealth & Trust, FSB | 31,852 | +3,074 | $5.6M | +$526.4K | 10.7% |
| NISA INVESTMENT ADVISORS, LLC | 3,531 | +2,971 | $619.2K | +$520.7K | 530.5% |
| Tidal Investments LLC | 9,595 | +2,516 | $1.7M | +$438.1K | 35.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,912 | +2,512 | $1.7M | +$437.3K | 33.9% |
| OAK RIDGE INVESTMENTS LLC | 15,120 | +2,488 | $2.7M | +$430.7K | 19.7% |
| Vise Technologies, Inc. | 8,549 | +2,315 | $1.5M | +$403.2K | 37.1% |
| Beaumont Financial Advisors, LLC | 32,070 | +2,279 | $5.6M | +$386.6K | 7.6% |
| Atria Investments, Inc | 9,966 | +2,203 | $1.7M | +$382.9K | 28.4% |
| BENJAMIN EDWARDS INC | 9,685 | +2,173 | $1.7M | +$379.9K | 28.9% |
| Rockefeller Capital Management L.P. | 6,582 | +2,005 | $1.2M | +$355.8K | 43.8% |
| EverSource Wealth Advisors, LLC | 4,247 | +1,795 | $744.6K | +$313.5K | 73.2% |
| MGO ONE SEVEN LLC | 10,670 | +1,705 | $1.9M | +$295.0K | 19.0% |
| NewEdge Wealth, LLC | 4,084 | +1,328 | $716.2K | +$258.8K | 48.2% |
| QRG CAPITAL MANAGEMENT, INC. | 15,565 | +1,498 | $2.7M | +$257.2K | 10.6% |
| Mattson Financial Services, LLC | 13,633 | +1,460 | $2.4M | +$250.7K | 12.0% |
| Rakuten Investment Management, Inc. | 10,907 | +5,109 | $1.9M | +$248.5K | 88.1% |
| Harvest Portfolios Group Inc. | 8,955 | +1,412 | $1.6M | +$244.5K | 18.7% |
| Cumberland Partners Ltd | 7,550 | +1,400 | $1.3M | +$242.8K | 22.8% |
| TRUIST FINANCIAL CORP | 30,750 | +1,438 | $5.4M | +$239.4K | 4.9% |
| Merit Financial Group, LLC | 6,537 | +1,262 | $1.1M | +$218.9K | 23.9% |
| AlphaCore Capital LLC | 1,580 | +1,230 | $277.1K | +$215.5K | 351.4% |
| HighTower Advisors, LLC | 21,626 | +1,077 | $3.8M | +$181.4K | 5.2% |
| JENNISON ASSOCIATES LLC | 13,296 | +1,023 | $2.3M | +$174.0K | 8.3% |
| M&T Bank Corp | 25,863 | +1,030 | $4.5M | +$170.2K | 4.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,496 | +940 | $613.0K | +$163.6K | 36.8% |
| Kestra Advisory Services, LLC | 5,879 | +939 | $1.0M | +$162.3K | 19.0% |
| GWN SECURITIES INC. | 3,330 | +936 | $584.0K | +$154.5K | 39.1% |
| Global Retirement Partners, LLC | 2,307 | +839 | $404.5K | +$146.3K | 57.1% |
| Fifth Third Wealth Advisors LLC | 2,758 | +832 | $483.6K | +$145.1K | 43.2% |
| Brown Financial Advisors | 7,770 | +817 | $1.4M | +$140.2K | 11.8% |
| ROTHSCHILD INVESTMENT LLC | 808 | +791 | $141.7K | +$138.7K | 4652.9% |
| NewEdge Advisors, LLC | 8,739 | +802 | $1.5M | +$137.3K | 10.1% |
| Tuttle Capital Management, LLC | 4,373 | +767 | $766.8K | +$132.9K | 21.3% |
| TD Asset Management Inc | 3,845,277 | +4,473 | $675.2M | -$125.5K | 0.1% |
| Sound View Wealth Advisors Group, LLC | 15,930 | +742 | $2.8M | +$123.5K | 4.9% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3,571 | +708 | $626.2K | +$122.9K | 24.7% |
| Integrated Wealth Concepts LLC | 7,922 | +712 | $1.4M | +$121.7K | 9.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 72,517 | +873 | $12.7M | +$121.6K | 1.2% |
| UniSuper Management Pty Ltd | 5,100 | +700 | $894.3K | +$120.8K | 15.9% |
| AVIVA PLC | 206,412 | +1,180 | $36.2M | +$119.7K | 0.6% |
| Roundview Capital LLC | 17,884 | +723 | $3.1M | +$119.2K | 4.2% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3,322 | +680 | $582.6K | +$118.2K | 25.7% |
| Empowered Funds, LLC | 8,173 | +676 | $1.4M | +$115.2K | 9.0% |
| BRIDGES INVESTMENT MANAGEMENT INC | 2,255 | +612 | $395.4K | +$106.6K | 37.2% |
| Sequoia Financial Advisors, LLC | 5,241 | +541 | $919.1K | +$92.9K | 11.5% |
| Prestige Wealth Management Group LLC | 592 | +495 | $106.9K | +$89.8K | 510.3% |
| Parallel Advisors, LLC | 1,865 | +492 | $327.2K | +$85.7K | 35.8% |
| Farther Finance Advisors, LLC | 1,394 | +464 | $244.5K | +$81.1K | 49.9% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 8,814 | +480 | $1.5M | +$80.5K | 5.8% |
| HUNTINGTON NATIONAL BANK | 1,107 | +436 | $194.1K | +$76.2K | 65.0% |
| Krilogy Financial LLC | 2,056 | +378 | $352.2K | +$73.7K | 22.5% |
| OFI INVEST ASSET MANAGEMENT | 1,184 | +482 | $176.8K | +$71.8K | 68.7% |
| Harvey Partners, LLC | 224,159 | +159 | $39.3M | -$70.7K | 0.1% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 2,446 | +379 | $428.9K | +$65.6K | 18.3% |
| Smartleaf Asset Management LLC | 1,120 | +336 | $199.5K | +$62.9K | 42.9% |
| Kimelman & Baird, LLC | 189,399 | +144 | $33.2M | -$58.0K | 0.1% |
| Apollon Wealth Management, LLC | 2,565 | +333 | $449.9K | +$57.5K | 14.9% |
| Wahed Invest LLC | 5,089 | +328 | $893.7K | +$56.5K | 6.9% |
| GAMMA Investing LLC | 5,038 | +319 | $883.5K | +$53.9K | 6.8% |
| DT Investment Partners, LLC | 580 | +307 | $101.9K | +$53.9K | 112.5% |
| True Wealth Design, LLC | 324 | +292 | $56.8K | +$51.2K | 912.5% |
| JONES FINANCIAL COMPANIES LLLP | 10,387 | +114 | $1.8M | +$50.1K | 1.1% |
| Numerai GP LLC | 3,180 | +290 | $557.6K | +$49.6K | 10.0% |
| UMB Bank, n.a. | 929 | +284 | $162.9K | +$49.5K | 44.0% |
| SIGNATUREFD, LLC | 3,199 | +280 | $561.0K | +$47.8K | 9.6% |
| ASSETMARK, INC | 1,717 | +272 | $301.1K | +$47.1K | 18.8% |
| Savant Capital, LLC | 3,251 | +237 | $570.2K | +$40.3K | 7.9% |
| GAMCO INVESTORS, INC. ET AL | 82,373 | +426 | $14.4M | +$38.6K | 0.5% |
| Fisher Asset Management, LLC | 2,073 | +211 | $363.7K | +$36.3K | 11.3% |
| FIFTH THIRD BANCORP | 395 | +206 | $69.3K | +$36.0K | 109.0% |
| Paladin Wealth, LLC | 3,965 | +214 | $695.3K | +$35.9K | 5.7% |
| Fullerton Fund Management Co Ltd. | 3,918 | +206 | $687.1K | +$34.5K | 5.5% |
| State of Wyoming | 1,535 | +190 | $269.6K | +$33.1K | 14.1% |
| Ballentine Partners, LLC | 1,563 | +189 | $274.1K | +$32.5K | 13.8% |
| PRINCIPAL SECURITIES, INC. | 12,525 | +215 | $2.2M | +$32.3K | 1.7% |
| Clarendon Private LLC | 1,757 | +185 | $308.1K | +$31.8K | 11.8% |
| PINNACLE ASSOCIATES LTD | 3,586 | +182 | $628.9K | +$30.4K | 5.3% |
| Ethic Inc. | 4,516 | +183 | $792.0K | +$30.2K | 4.2% |
| PGGM Investments | 423,659 | +169,504 | $74.3K | +$29.6K | 66.7% |
| Mechanics Bank Trust Department | 1,745 | +170 | $306.0K | +$29.1K | 10.8% |
| Cullen/Frost Bankers, Inc. | 3,263 | +173 | $572.1K | +$28.9K | 5.6% |
| Legacy Financial Advisors, Inc. | 1,475 | +161 | $258.7K | +$27.7K | 12.3% |
| KLP KAPITALFORVALTNING AS | 98,324 | +400 | $17.2M | +$26.9K | 0.4% |
| XPONANCE, INC. | 14,745 | +179 | $2.6M | +$25.0K | 1.2% |
| Transamerica Financial Advisors, LLC | 174 | +135 | $30.5K | +$23.8K | 346.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 31,836 | +212 | $5.6M | +$23.3K | 0.7% |
| Mirae Asset Global Investments Co., Ltd. | 1,879 | +134 | $329.5K | +$22.7K | 7.7% |
| AA Financial Advisors, LLC | 2,133 | +132 | $374.0K | +$22.3K | 6.6% |
| Versant Capital Management, Inc | 353 | +126 | $62.0K | +$22.1K | 55.5% |
| World Investment Advisors | 2,048 | +345 | $321.4K | +$22.0K | 20.3% |
| Cornerstone Planning Group LLC | 124 | +122 | $21.0K | +$20.3K | 6100.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,060 | +119 | $361.3K | +$20.0K | 6.1% |
| Physician Wealth Advisors, Inc. | 119 | +113 | $20.9K | +$19.8K | 1883.3% |
| Linden Thomas Advisory Services, LLC | 3,339 | +112 | $585.5K | +$18.2K | 3.5% |
| EVENTIDE ASSET MANAGEMENT, LLC | 310,111 | +590 | $54.4M | -$18.1K | 0.2% |
| SG Americas Securities, LLC | 233,477 | +97,706 | $40.9K | +$17.1K | 72.0% |
| Palumbo Wealth Management LLC | 6,304 | +100 | $1.1M | +$16.1K | 1.6% |
| Verdence Capital Advisors LLC | 5,061 | +74 | $887.5K | +$15.8K | 1.5% |
| Continuum Advisory, LLC | 3,932 | +98 | $689.5K | +$15.5K | 2.5% |
| HARBOUR INVESTMENTS, INC. | 557 | +86 | $97.7K | +$14.9K | 18.3% |
| MWA Asset Management | 4,254 | +93 | $746.0K | +$14.5K | 2.2% |
| Arkadios Wealth Advisors | 2,323 | +86 | $407.4K | +$14.0K | 3.8% |
| Lido Advisors, LLC | 3,056 | +72 | $537.4K | +$12.6K | 2.4% |
| CBIZ Investment Advisory Services, LLC | 88 | +71 | $15.4K | +$12.4K | 417.6% |
| TD PRIVATE CLIENT WEALTH LLC | 407 | +71 | $71.5K | +$12.4K | 21.1% |
| Dogwood Wealth Management LLC | 1,475 | +74 | $258.7K | +$12.4K | 5.3% |
| Wilmington Savings Fund Society, FSB | 607 | +67 | $106.4K | +$11.5K | 12.4% |
| WPG Advisers, LLC | 919 | +66 | $161.2K | +$11.2K | 7.7% |
| Venturi Wealth Management, LLC | 2,991 | +71 | $524.5K | +$11.2K | 2.4% |
| RDA Financial Network | 2,459 | +67 | $431.2K | +$10.7K | 2.8% |
| RITHOLTZ WEALTH MANAGEMENT | 3,042 | +64 | $533.5K | +$9.9K | 2.1% |
| Orion Porfolio Solutions, LLC | 10,007 | +81 | $1.8M | +$9.8K | 0.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,417 | +59 | $599.2K | +$8.9K | 1.8% |
| Enterprise Financial Services Corp | 1,874 | +53 | $328.6K | +$8.5K | 2.9% |
| Visualize Group LP | 228,759 | +620 | $40.1M | +$8.3K | 0.3% |
| Dixon Mitchell Investment Counsel Inc. | 111,967 | +188 | $19.7M | +$7.8K | 0.2% |
| Advisors Asset Management, Inc. | 1,239 | +46 | $217.3K | +$7.5K | 3.9% |
| Root Financial Partners, LLC | 120 | +38 | $21.0K | +$6.6K | 46.3% |
| Generate Investment Management Ltd | 66,907 | +133 | $11.7M | -$6.1K | 0.2% |
| HRT FINANCIAL LP | 61,647 | +34,040 | $10.8K | +$6.0K | 123.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,231 | +36 | $215.9K | +$5.8K | 3.0% |
| Imprint Wealth LLC | 34 | +32 | $6.0K | +$5.6K | 1600.0% |
| Sunbelt Securities, Inc. | 44 | +31 | $7.7K | +$5.4K | 238.5% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 11,648 | +684 | $2.0M | -$4.6K | 6.2% |
| JFS WEALTH ADVISORS, LLC | 90 | +26 | $15.8K | +$4.5K | 40.6% |
| Bell Investment Advisors, Inc | 148 | +26 | $26.0K | +$4.5K | 21.3% |
| IHT Wealth Management, LLC | 1,659 | +27 | $291.0K | +$4.0K | 1.6% |
| Clearstead Trust, LLC | 53 | +23 | $9.3K | +$4.0K | 76.7% |
| CWM, LLC | 17,773 | +15,985 | $3.1K | +$2.8K | 894.0% |
| Sterling Capital Management LLC | 9,007 | +9 | $1.6M | -$2.4K | 0.1% |
| Grove Bank & Trust | 333 | +13 | $58.4K | +$2.1K | 4.1% |
| Generali Asset Management SPA SGR | 1,876 | +43 | $423.7K | +$1.7K | 2.3% |
| B. Riley Wealth Advisors, Inc. | 1,310 | +11 | $229.7K | +$1.3K | 0.8% |
| SIT INVESTMENT ASSOCIATES INC | 68,766 | +6,173 | $12.1K | +$1.1K | 9.9% |
| Gilbert & Cook, Inc. | 1,534 | +9 | $269.0K | +$907 | 0.6% |
| Murphy & Mullick Capital Management Corp | 25 | +3 | $4.4K | +$629 | 13.6% |
| Cambridge Investment Research Advisors, Inc. | 22,514 | +3,296 | $4.0K | +$574 | 17.1% |
| Larson Financial Group LLC | 364 | +4 | $63.9K | +$543 | 1.1% |
| Rossby Financial, LCC | 14 | +3 | $2.5K | +$529 | 27.3% |
| Bare Financial Services, Inc | 25 | +3 | $4.4K | +$516 | 13.6% |
| CENTAURUS FINANCIAL, INC. | 31,040 | +2,736 | $5.4K | +$468 | 9.7% |
| PRAXIS INVESTMENT MANAGEMENT INC | 8,099 | +2,331 | $1.4K | +$406 | 40.4% |
| Westfuller Advisors, LLC | 16 | +2 | $2.8K | +$345 | 14.3% |
| Mn Services Vermogensbeheer B.V. | 99,070 | +1,370 | $17.4K | +$197 | 1.4% |
| Rialto Wealth Management, LLC | 4 | +1 | $702 | +$174 | 33.3% |
| PDS Planning, Inc | 1,408 | +3 | $246.9K | -$92 | 0.2% |
| Summit Financial, LLC | 1,782 | +5 | $312.5K | +$89 | 0.3% |
| APPLETON PARTNERS INC/MA | 51,880 | +612 | $9.1K | +$85 | 1.2% |
| Janney Montgomery Scott LLC | 19,573 | +492 | $3.4K | +$78 | 2.6% |
| NATURAL INVESTMENTS, LLC | 6,472 | +454 | $1.1K | +$77 | 7.5% |
| BOSTON FAMILY OFFICE LLC | 1,890 | +285 | $331 | +$49 | 17.8% |
| BESSEMER GROUP INC | 16,362 | +237 | $2.9K | +$36 | 1.5% |
| VALLEY NATIONAL ADVISERS INC | 304 | +167 | $52 | +$29 | 121.9% |
| LATHROP INVESTMENT MANAGEMENT CO | 1,772 | +92 | $311 | +$16 | 5.5% |
| Claret Asset Management Corp | 5,686 | +24 | $997 | +$2 | 0.4% |