Revance Therapeutics, Inc. - 761330109
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 8,597,418 | 26,136 | 0.0% | 0.0% | 1 | -130,166 | -1.49% | Q4 2024 | Feb 07, 2025 |
| VANGUARD GROUP INC | History | Reduced | 5,625,091 | 17,100 | 0.0% | 0.0% | 2 | -108,608 | -1.89% | Q4 2024 | Feb 11, 2025 |
| FIL Ltd | History | Added to | 4,196,095 | 12,756 | 0.01% | 0.02% | 3 | +3,162 | 0.08% | Q4 2024 | Feb 13, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 3,497,112 | 10,631 | 0.0% | 0.01% | 4 | +236,641 | 7.26% | Q4 2024 | Feb 12, 2025 |
| Squarepoint Ops LLC | History | Added to | 3,177,543 | 9,659 | 0.01% | 0.02% | 5 | +867,881 | 37.58% | Q4 2024 | Feb 14, 2025 |
| Magnetar Financial LLC | History | Added to | 2,556,345 | 7,771 | 0.18% | 0.28% | 6 | +56,174 | 2.25% | Q4 2024 | Feb 11, 2025 |
| STATE STREET CORP | History | Added to | 2,439,140 | 7,414 | 0.0% | 0.0% | 7 | +5,177 | 0.21% | Q4 2024 | Feb 14, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,297,582 | 6,986 | 0.0% | 0.0% | 8 | +7,928 | 0.35% | Q4 2024 | Feb 12, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 2,038,677 | 6,197 | 0.15% | — | 9 | +2,038,677 | New | Q4 2024 | Feb 14, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,653,689 | 5,027 | 0.01% | 0.01% | 10 | +603,689 | 57.49% | Q4 2024 | Feb 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,551,372 | 4,716 | 0.0% | 0.0% | 11 | +1,393,262 | 881.2% | Q4 2024 | Feb 14, 2025 |
| UBS Group AG | History | Added to | 1,483,040 | 4,508 | 0.0% | 0.0% | 12 | +850,487 | 134.45% | Q4 2024 | Feb 14, 2025 |
| AQR Arbitrage LLC | History | No change | 1,413,103 | 4,295 | 0.09% | 0.16% | 13 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,397,343 | 4,247 | 0.0% | 0.01% | 14 | -564,862 | -28.79% | Q4 2024 | Feb 14, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 1,328,525 | 4,038 | 0.01% | 0.01% | 15 | -562,736 | -29.75% | Q4 2024 | Feb 14, 2025 |
| JPMORGAN CHASE & CO | History | Added to | 1,298,822 | 3,948 | 0.0% | 0.0% | 16 | +1,164,641 | 867.96% | Q4 2024 | Feb 12, 2025 |
| GABELLI FUNDS LLC | History | Added to | 1,262,487 | 3,837 | 0.03% | 0.04% | 17 | +171,323 | 15.7% | Q4 2024 | Feb 13, 2025 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,161,382 | 3,530 | 0.0% | 0.01% | 18 | -3,623,276 | -75.73% | Q4 2024 | Feb 12, 2025 |
| NORTHERN TRUST CORP | History | Added to | 991,043 | 3,012 | 0.0% | 0.0% | 19 | +26,248 | 2.72% | Q4 2024 | Feb 14, 2025 |
| MORGAN STANLEY | History | Added to | 893,686 | 2,716 | 0.0% | 0.0% | 20 | +26,559 | 3.06% | Q4 2024 | May 15, 2025 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 812,927 | 2,471 | 0.0% | 0.0% | 21 | -350,444 | -30.12% | Q4 2024 | Feb 11, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 797,299 | 2,423 | 0.0% | 0.0% | 22 | +6,462 | 0.82% | Q4 2024 | Feb 06, 2025 |
| CITADEL ADVISORS LLC | History | Added to | 780,118 | 2,371 | 0.0% | 0.0% | 23 | +661,418 | 557.22% | Q4 2024 | Feb 14, 2025 |
| LMR Partners LLP | History | Reduced | 447,207 | 1,359 | 0.01% | 0.09% | 24 | -1,797,193 | -80.07% | Q4 2024 | Feb 14, 2025 |
| Man Group plc | History | Added to | 443,544 | 1,348 | 0.0% | 0.0% | 25 | +143,544 | 47.85% | Q4 2024 | Feb 14, 2025 |
| Hudson Bay Capital Management LP | History | Added to | 414,310 | 1,259 | 0.0% | 0.0% | 26 | +264,310 | 176.21% | Q4 2024 | Feb 14, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 411,523 | 1,251 | 1.02% | 0.0% | 27 | -34,504 | -7.74% | Q4 2024 | Mar 24, 2025 |
| Caption Management, LLC | History | Added to | 405,890 | 1,233 | 0.01% | 0.01% | 28 | +307,790 | 313.75% | Q4 2024 | Feb 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 402,973 | 1,225 | 0.0% | 0.0% | 29 | +191,142 | 90.23% | Q4 2024 | Feb 14, 2025 |
| BARCLAYS PLC | History | Added to | 402,691 | 1,224 | 0.0% | 0.0% | 30 | +229,336 | 132.29% | Q4 2024 | Mar 19, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 400,000 | 1,216 | 0.02% | 0.04% | 31 | -26,200 | -6.15% | Q4 2024 | Feb 14, 2025 |
| Bank of New York Mellon Corp | History | Reduced | 307,764 | 935 | 0.0% | 0.0% | 32 | -18,519 | -5.68% | Q4 2024 | Feb 04, 2025 |
| Candriam S.C.A. | History | New | 299,039 | 909 | 0.01% | — | 33 | +299,039 | New | Q4 2024 | Feb 07, 2025 |
| ExodusPoint Capital Management, LP | History | Added to | 297,458 | 904 | 0.01% | 0.0% | 34 | +172,458 | 137.97% | Q4 2024 | Feb 12, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 295,670 | 898 | 0.01% | 0.01% | 35 | +158,076 | 114.89% | Q4 2024 | Feb 05, 2025 |
| MARSHALL WACE, LLP | History | Reduced | 252,468 | 767 | 0.0% | 0.0% | 36 | -314,832 | -55.5% | Q4 2024 | Feb 13, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 237,409 | 721 | 0.0% | 0.0% | 37 | -27,801 | -10.48% | Q4 2024 | Feb 14, 2025 |
| FMR LLC | History | Added to | 234,098 | 711 | 0.0% | 0.0% | 38 | +19,502 | 9.09% | Q4 2024 | Feb 13, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 198,303 | 602 | 0.01% | 0.01% | 39 | -39,297 | -16.54% | Q4 2024 | Feb 03, 2025 |
| Swiss National Bank | History | No change | 194,650 | 591 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 170,136 | 517 | 0.0% | 0.0% | 41 | +13,539 | 8.65% | Q4 2024 | Feb 14, 2025 |
| NORGES BANK | History | New | 161,000 | 489 | 0.0% | — | 42 | +161,000 | New | Q4 2024 | Feb 12, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 150,198 | 456 | 0.0% | 0.0% | 43 | -37,234 | -19.87% | Q4 2024 | Feb 14, 2025 |
| RHUMBLINE ADVISERS | History | Added to | 142,603 | 433 | 0.0% | 0.0% | 44 | +6,885 | 5.07% | Q4 2024 | May 29, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 113,150 | 343 | 0.0% | 0.0% | 45 | -545,304 | -82.82% | Q4 2024 | Feb 14, 2025 |
| Legal & General Group Plc | History | Added to | 110,199 | 335 | 0.0% | 0.0% | 46 | +4,726 | 4.48% | Q4 2024 | Feb 13, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 92,880 | 282 | 0.0% | 0.0% | 47 | -1,283 | -1.36% | Q4 2024 | Mar 18, 2025 |
| GROUP ONE TRADING LLC | History | New | 92,379 | 280 | 0.0% | — | 48 | +92,379 | New | Q4 2024 | May 14, 2025 |
| Parallel Advisors, LLC | History | No change | 92,323 | 280 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |
| CITIGROUP INC | History | Added to | 90,172 | 274 | 0.0% | 0.0% | 50 | +13,121 | 17.03% | Q4 2024 | Feb 12, 2025 |
| DEUTSCHE BANK AG\ | History | Added to | 89,736 | 272 | 0.0% | 0.0% | 51 | +27,042 | 43.13% | Q4 2024 | Jun 30, 2025 |
| BLAIR WILLIAM & CO/IL | History | Added to | 88,295 | 268 | 0.0% | 0.0% | 52 | +2,297 | 2.67% | Q4 2024 | Feb 12, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 78,988 | 240 | 0.0% | 0.0% | 53 | -20,199 | -20.36% | Q4 2024 | Feb 14, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 76,725 | 233 | 0.0% | 0.0% | 54 | -13,100 | -14.58% | Q4 2024 | Feb 04, 2025 |
| ProShare Advisors LLC | History | Added to | 75,252 | 228 | 0.0% | 0.0% | 55 | +12,155 | 19.26% | Q4 2024 | Feb 14, 2025 |
| Weiss Asset Management LP | History | New | 65,400 | 198 | 0.04% | — | 56 | +65,400 | New | Q4 2024 | May 15, 2025 |
| Invesco Ltd. | History | Added to | 63,537 | 193 | 0.0% | 0.0% | 57 | +7,125 | 12.63% | Q4 2024 | Feb 13, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 62,041 | 189 | 0.0% | 0.0% | 58 | -84,796 | -57.75% | Q4 2024 | Feb 10, 2025 |
| MetLife Investment Management, LLC | History | Added to | 60,514 | 183 | 0.0% | 0.0% | 59 | +4,235 | 7.53% | Q4 2024 | Feb 13, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 59,629 | 181 | 0.0% | 0.0% | 60 | +2,584 | 4.53% | Q4 2024 | Feb 14, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 58,418 | 177 | 0.0% | 0.0% | 61 | +15,932 | 37.5% | Q4 2024 | Feb 13, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 58,303 | 177 | 0.0% | 0.0% | 62 | -569 | -0.97% | Q4 2024 | Feb 13, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,333 | 150 | 0.0% | 0.0% | 64 | -28,708 | -36.79% | Q4 2024 | Feb 10, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,373 | 150 | 0.0% | 0.0% | 63 | +10,675 | 27.59% | Q4 2024 | Feb 13, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 48,563 | 147 | 0.0% | 0.0% | 65 | +4,068 | 9.14% | Q4 2024 | Feb 11, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 39,386 | 119 | 0.0% | 0.0% | 66 | -1,299 | -3.19% | Q4 2024 | Feb 14, 2025 |
| SIMPLEX TRADING, LLC | History | Added to | 38,598 | 117 | 0.0% | 0.0% | 67 | +14,220 | 58.33% | Q4 2024 | Feb 11, 2025 |
| JANUS HENDERSON GROUP PLC | History | No change | 38,107 | 115 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 32,961 | 100 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2024 | Feb 07, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 31,975 | 97 | 0.0% | 0.0% | 70 | -2,183 | -6.39% | Q4 2024 | May 02, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,338 | 95 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2024 | Oct 08, 2025 |
| ROYAL BANK OF CANADA | History | Added to | 29,597 | 90 | 0.0% | 0.0% | 72 | +490 | 1.68% | Q4 2024 | Feb 14, 2025 |
| Arizona State Retirement System | History | Added to | 28,723 | 87 | 0.0% | 0.0% | 73 | +151 | 0.53% | Q4 2024 | Feb 06, 2025 |
| KLP KAPITALFORVALTNING AS | History | New | 24,400 | 74 | 0.0% | — | 74 | +24,400 | New | Q4 2024 | Feb 11, 2025 |
| AMERIPRISE FINANCIAL INC | History | Added to | 23,706 | 72 | 0.0% | 0.0% | 75 | +8,326 | 54.14% | Q4 2024 | Feb 14, 2025 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,831 | 72 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 23,500 | 71 | 0.0% | 0.0% | 77 | -336,254 | -93.47% | Q4 2024 | Feb 14, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | New | 21,075 | 64 | 0.0% | — | 78 | +21,075 | New | Q4 2024 | Feb 11, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 18,730 | 56 | 0.0% | 0.0% | 79 | +241 | 1.3% | Q4 2024 | Jan 17, 2025 |
| Creative Planning | History | Added to | 17,136 | 52 | 0.0% | 0.0% | 80 | +6,278 | 57.82% | Q4 2024 | Feb 14, 2025 |
| SEI INVESTMENTS CO | History | Reduced | 16,623 | 50 | 0.0% | 0.0% | 81 | -1,815 | -9.84% | Q4 2024 | Feb 11, 2025 |
| Centiva Capital, LP | History | Reduced | 14,900 | 45 | 0.0% | 0.01% | 82 | -117,697 | -88.76% | Q4 2024 | Feb 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 15,056 | 45 | 0.0% | 0.0% | 83 | +712 | 4.96% | Q4 2024 | Feb 10, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,662 | 41 | 0.0% | 0.0% | 84 | -10,728 | -43.99% | Q4 2024 | Feb 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 13,400 | 40 | 0.0% | 0.01% | 86 | -148,900 | -91.74% | Q4 2024 | Feb 14, 2025 |
| LPL Financial LLC | History | Reduced | 13,375 | 40 | 0.0% | 0.0% | 85 | -29,530 | -68.83% | Q4 2024 | Feb 11, 2025 |
| HSBC HOLDINGS PLC | History | Reduced | 12,111 | 36 | 0.0% | 0.0% | 87 | -1,158,327 | -98.97% | Q4 2024 | Feb 14, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 11,788 | 35 | 0.0% | 0.0% | 88 | -285 | -2.36% | Q4 2024 | Feb 06, 2025 |
| NATIXIS | History | New | 10,343 | 31 | 0.0% | — | 89 | +10,343 | New | Q4 2024 | Feb 13, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,018 | 12 | 0.0% | 0.0% | 90 | -37 | -0.91% | Q4 2024 | Jun 06, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 3,496 | 10 | 0.0% | 0.0% | 91 | -295 | -7.78% | Q4 2024 | Jan 27, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,034 | 9 | 0.0% | 0.0% | 93 | -2,201 | -42.04% | Q4 2024 | Feb 06, 2025 |
| BOKF, NA | History | No change | 2,809 | 9 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,544 | 7 | 0.0% | 0.0% | 94 | -4,348 | -63.09% | Q4 2024 | Feb 13, 2025 |
| GF FUND MANAGEMENT CO. LTD. | History | New | 2,203 | 6 | 0.0% | — | 96 | +2,203 | New | Q4 2024 | Feb 19, 2025 |
| Russell Investments Group, Ltd. | History | Added to | 2,278 | 6 | 0.0% | 0.0% | 95 | +2,080 | 1050.51% | Q4 2024 | Feb 13, 2025 |
| US BANCORP \DE\ | History | Reduced | 1,474 | 4 | 0.0% | 0.0% | 97 | -471 | -24.22% | Q4 2024 | Feb 05, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 954 | 2 | 0.0% | 0.0% | 98 | +22 | 2.36% | Q4 2024 | Feb 12, 2025 |
| DANSKE BANK A/S | History | Reduced | 600 | 1 | 0.0% | 0.0% | 99 | -600 | -50.0% | Q4 2024 | Mar 18, 2026 |
| Allworth Financial LP | History | Reduced | 484 | 1 | 0.0% | 0.0% | 101 | -331 | -40.61% | Q4 2024 | Jan 30, 2025 |
| SRS Capital Advisors, Inc. | History | Added to | 476 | 1 | 0.0% | 0.0% | 102 | +267 | 127.75% | Q4 2024 | Feb 05, 2025 |
| COMERICA BANK | History | No change | 426 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.03% | — | -797,953 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -699,621 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -522,716 | -100.0% | Q3 2024 | Nov 14, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -459,300 | -100.0% | Q3 2024 | Nov 13, 2024 |
| Brandywine Global Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -283,800 | -100.0% | Q3 2024 | Nov 12, 2024 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -240,000 | -100.0% | Q3 2024 | Nov 05, 2024 |
| Polar Asset Management Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -203,800 | -100.0% | Q3 2024 | Nov 14, 2024 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147,400 | -100.0% | Q3 2024 | Nov 14, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -145,080 | -100.0% | Q3 2024 | Nov 14, 2024 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -72,579 | -100.0% | Q3 2024 | Nov 14, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -56,767 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,805 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,096 | -100.0% | Q3 2024 | Nov 14, 2024 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -27,381 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,469 | -100.0% | Q3 2024 | Nov 12, 2024 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,020 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,655 | -100.0% | Q3 2024 | Nov 12, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,278 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,049 | -100.0% | Q3 2024 | Oct 18, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20 | 0 | — | 0.0% | — | -1,680 | -98.82% | Q4 2024 | Feb 11, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2024 | Oct 07, 2024 |
| MAI Capital Management | History | New | 300 | 0 | — | — | — | +300 | New | Q4 2024 | Feb 14, 2025 |
| Amundi | History | New | 228 | 0 | — | — | — | +228 | New | Q4 2024 | Feb 07, 2025 |
| Global Retirement Partners, LLC | History | New | 183 | 0 | — | — | — | +183 | New | Q4 2024 | Jan 31, 2025 |
| SIGNATUREFD, LLC | History | Added to | 235 | 0 | — | — | — | +144 | 158.24% | Q4 2024 | Feb 10, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 39 | 0 | — | — | — | -100 | -71.94% | Q4 2024 | Feb 12, 2025 |
| SBI Securities Co., Ltd. | History | New | 85 | 0 | — | — | — | +85 | New | Q4 2024 | Feb 06, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2024 | Oct 22, 2024 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2024 | Nov 13, 2024 |
| STRS OHIO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2024 | May 28, 2025 |
| Sterling Capital Management LLC | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q4 2024 | Feb 13, 2025 |
| Geneos Wealth Management Inc. | History | No change | 242 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2024 | Jan 21, 2025 |
| Farther Finance Advisors, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |