LPL Financial HoldingsLPLA
13F holders, Q1 2025 (March 31)788holders +63
117new positions
55sold out
13famous investors
$327.60avg. 13F price*
At the end of Q1 2025, 788 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 63 from Q4 2024. 117 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.6B) and Boston Partners ($1.1B). 13 famous investors held it, including Stephen Mandel (5.1% of Lone Pine Capital's portfolio), Dan Loeb (3.3% of Third Point's portfolio) and Lee Ainslie (1.9% of Maverick Capital's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $911.2M |
| Exits | 55 | $323.0M |
All 13F filers, Q4 2024 → Q1 2025: 12,462,182 shares bought and 5,788,724 shares sold, net +6,673,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 788 holders
| Vanguard Group Inc. | 0.04% | Add +2.1% | 7,372,857 | $2.4B |
| BlackRock, Inc. | 0.03% | Reduce -0.3% | 4,750,079 | $1.6B |
| Boston Partners | 1.39% | Reduce -10.0% | 3,514,283 | $1.1B |
| FMR LLC | 0.07% | Add +7.0% | 3,165,458 | $1.0B |
| Janus Henderson Group PLC | 0.57% | Add +0.5% | 3,066,354 | $1.0B |
| Kayne Anderson Rudnick Investment Management LLC | 2.15% | Add +0.8% | 2,681,617 | $877.3M |
| Lone Pine Capital | 5.06% | Reduce -8.3% | 1,764,015 | $577.1M |
| WCM Investment Management, LLC | 1.42% | Reduce -0.4% | 1,635,354 | $550.9M |
| State Street Corp. | 0.02% | Add +0.5% | 1,679,585 | $549.5M |
| Geode Capital Management, LLC | 0.04% | Add +6.9% | 1,560,478 | $509.5M |
| Dodge & Cox | 0.28% | Add +224.1% | 1,523,460 | $498.4M |
| Massachusetts Financial Services Co. | 0.17% | Add +35.9% | 1,516,060 | $496.0M |
| Winslow Capital Management, LLC | 1.90% | New | 1,457,701 | $476.9M |
| Samlyn Capital, LLC | 7.58% | Reduce -10.9% | 1,401,255 | $458.4M |
| JPMorgan Chase & Co. | 0.03% | Add +8.8% | 1,304,780 | $426.8M |
| Morgan Stanley | 0.03% | Add +17.3% | 1,205,726 | $394.4M |
| Principal Financial Group Inc. | 0.19% | Add +1453.3% | 1,038,683 | $339.8M |
| Darlington Partners Capital Management, LP | 10.61% | Add +3.5% | 970,737 | $317.6M |
| Jennison Associates LLC | 0.22% | Add +786.2% | 959,371 | $313.8M |
| Norges Bank | 0.04% | Reduce -0.9% | 928,320 | $303.7M |
| Bank of America Corp. | 0.03% | Add +174.0% | 923,690 | $302.2M |
| SurgoCap Partners LP | 14.65% | Add +27.8% | 906,442 | $296.5M |
| Egerton Capital (UK) LLP | 3.29% | Add +238.1% | 871,265 | $285.0M |
| Raymond James Financial Inc. | 0.11% | Reduce -5.1% | 860,014 | $281.3M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.4% | 842,939 | $275.8M |
| Westfield Capital Management Co. LP | 1.32% | Add +17.6% | 830,099 | $271.6M |
| Alliancebernstein L.P. | 0.09% | Add +550.5% | 759,206 | $248.4M |
| TD Asset Management Inc | 0.21% | Reduce -18.9% | 681,885 | $223.1M |
| Marshall Wace, LLP | 0.30% | Add +34.3% | 677,236 | $221.6M |
| Clarkston Capital Partners, LLC | 4.35% | Reduce -22.7% | 674,227 | $220.6M |
| Wellington Management Group LLP | 0.04% | Add +337.1% | 658,593 | $215.5M |
| Third Point | 3.26% | Reduce -4.6% | 625,000 | $204.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +4.5% | 607,561 | $198.8M |
| Wells Fargo & Company | 0.05% | Add +18.1% | 595,845 | $194.9M |
| American Century Companies Inc. | 0.12% | Add +20.3% | 588,800 | $192.6M |
| Epoch Investment Partners, Inc. | 0.99% | Reduce -19.3% | 585,566 | $191.6M |
| Markel Group | 1.57% | Add +1.3% | 539,104 | $176.4M |
| Eminence Capital, LP | 2.86% | Reduce -6.4% | 523,113 | $171.1M |
| Northern Trust Corp. | 0.03% | Add +5.3% | 517,362 | $169.2M |
| Fairview Capital Investment Management, LLC | 8.15% | Reduce -1.7% | 469,958 | $153.7M |
| First Pacific Advisors, LP | 2.42% | Reduce -0.1% | 457,941 | $149.8M |
| Bank of New York Mellon Corp | 0.03% | Add +0.0% | 452,733 | $148.1M |
| Azora Capital LP | 9.82% | Add +6.3% | 442,434 | $144.7M |
| Agf Management Ltd. | 0.76% | Add +0.6% | 437,444 | $143.1M |
| Southpoint Capital Advisors LP | 3.15% | Reduce -33.3% | 400,000 | $130.9M |
| Palestra Capital Management LLC | 5.26% | Add +21.6% | 399,210 | $130.6M |
| Junto Capital Management LP | 2.98% | Reduce -2.1% | 397,366 | $130.0M |
| Artisan Partners Limited Partnership | 0.21% | Reduce -6.7% | 389,730 | $127.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +15.1% | 384,482 | $125.8M |
| Sei Investments Co. | 0.16% | Add +227.5% | 379,061 | $124.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.4% | 354,001 | $115.8M |
| Legal & General Group Plc | 0.03% | Add +12.1% | 344,079 | $112.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -10.4% | 339,001 | $110.9M |
| Holocene Advisors, LP | 0.32% | Add +43.7% | 334,971 | $109.6M |
| Canada Pension Plan Investment Board | 0.10% | Reduce -8.6% | 329,607 | $107.8M |
| Caisse de depot et placement du Quebec | 0.23% | Reduce -17.2% | 329,178 | $107.7M |
| Maverick Capital | 1.89% | Reduce -45.4% | 320,780 | $104.9M |
| Macquarie Group Ltd. | 0.12% | Add +3.5% | 297,130 | $97.2M |
| HMI Capital Management, L.P. | 5.11% | Reduce -28.5% | 286,711 | $93.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +6.3% | 279,850 | $91.6M |
| Gilder Gagnon Howe & Co. LLC | 1.17% | Reduce -1.2% | 272,938 | $89.3M |
| Hudson Bay Capital Management LP | 0.61% | Add +35.8% | 252,579 | $82.6M |
| APG Asset Management N.V. | 0.24% | Add +478.1% | 257,260 | $77.9M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -4.7% | 235,994 | $77.2M |
| Alyeska Investment Group, L.P. | 0.30% | Reduce -45.2% | 228,371 | $74.7M |
| Bridgewater Associates | 0.34% | Add +243.5% | 222,873 | $72.9M |
| UBS Group AG | 0.02% | Add +13.0% | 210,355 | $68.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.5% | 209,126 | $68.4M |
| Truist Financial Corp. | 0.11% | Add +6.9% | 205,485 | $67.2M |
| Employees Retirement System of Texas | 0.71% | Reduce -14.6% | 197,600 | $64.6M |
| Stifel Financial Corp. | 0.07% | Add +13.3% | 187,258 | $61.3M |
| Captrust Financial Advisors | 0.15% | Reduce -13.5% | 186,742 | $61.1M |
| Nuveen, LLC | 0.02% | — | 186,039 | $60.9M |
| D. E. Shaw & Co. | 0.07% | Reduce -3.5% | 178,183 | $58.3M |
| Royal Bank of Canada | 0.01% | Add +3.4% | 175,855 | $57.5M |
| Brown Brothers Harriman & Co. | 0.40% | Add +2.2% | 175,487 | $57.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.2% | 172,729 | $56.5M |
| Franklin Resources Inc. | 0.02% | Add +9.9% | 167,348 | $54.7M |
| First Trust Advisors LP | 0.05% | Add +1552.3% | 165,607 | $54.2M |
| Baron Capital (BAMCO) | 0.16% | Add +38.0% | 165,251 | $54.1M |
| Comerica Bank | 0.22% | Add +27.0% | 159,475 | $52.2M |
| Deutsche Bank AG | 0.02% | Reduce -9.3% | 158,776 | $51.9M |
| Allspring Global Investments Holdings, LLC | 0.09% | New | 147,478 | $49.4M |
| Aberdeen Group plc | 0.09% | Reduce -36.3% | 138,019 | $45.4M |
| California Public Employees Retirement System | 0.03% | Reduce -2.6% | 137,305 | $44.9M |
| Harris Associates (Oakmark Funds) | 0.07% | Reduce -30.7% | 135,474 | $44.3M |
| Danske Bank A/S | 0.13% | Add +78.3% | 130,642 | $42.7M |
| Voloridge Investment Management, LLC | 0.16% | Add +5227.4% | 130,308 | $42.6M |
| Millennium Management | 0.04% | Reduce -86.0% | 126,276 | $41.3M |
| Soros Fund Management | 1.03% | New | 125,000 | $40.9M |
| Coronation Fund Managers Ltd. | 2.19% | Reduce -34.0% | 123,333 | $40.3M |
| LPL Financial LLC | 0.02% | Add +2.6% | 118,229 | $38.7M |
| Artemis Investment Management LLP | 0.58% | Add +38.7% | 114,780 | $37.5M |
| National Pension Service | 0.04% | Reduce -4.5% | 114,321 | $37.4M |
| California State Teachers Retirement System | 0.05% | Add +0.3% | 113,592 | $37.2M |
| Focus Partners Advisor Solutions, LLC | 0.56% | Add +8.1% | 112,946 | $36.9M |
| Family Wealth Partners, LLC | 16.72% | Add +3.8% | 111,945 | $36.6M |
| Man Group plc | 0.11% | Reduce -19.8% | 110,313 | $36.1M |
| Invesco Ltd. | 0.01% | Add +0.5% | 101,253 | $33.1M |
| Rhumbline Advisers | 0.03% | Reduce -0.2% | 101,234 | $33.1M |
| Amundi | 0.01% | Reduce -31.9% | 99,028 | $31.0M |
| Ceredex Value Advisors LLC | 0.67% | New | 93,875 | $30.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3385.4% | 87,693 | $28.7M |
| Solel Partners LP | 5.27% | No change | 87,000 | $28.5M |
| Burkehill Global Management, LP | 2.08% | New | 85,000 | $27.8M |
| Heron Bay Capital Management | 5.79% | Reduce -1.6% | 84,239 | $27.6M |
| Allianz Asset Management GmbH | 0.04% | Add +334.9% | 80,045 | $26.2M |
| Railway Pension Investments Ltd | 0.36% | New | 76,500 | $25.0M |
| Russell Investments Group, Ltd. | 0.03% | Add +13.6% | 74,670 | $24.5M |
| Susquehanna Fundamental Investments, LLC | 0.41% | No change | 74,696 | $24.4M |
| Eisler Capital Management Ltd. | 0.73% | New | 74,386 | $24.4M |
| State Board of Administration of Florida Retirement System | 0.05% | No change | 73,092 | $23.9M |
| SCS Capital Management LLC | 0.30% | New | 72,528 | $23.7M |
| Blackstone Inc. | 0.10% | New | 70,000 | $22.9M |
| Picton Mahoney Asset Management | 0.77% | Add +19.3% | 68,309 | $22.3M |
| Trillium Asset Management, LLC | 0.63% | Reduce -2.6% | 66,621 | $21.8M |
| Fort Washington Investment Advisors Inc. | 0.13% | Reduce -0.2% | 65,925 | $21.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.23% | Add +232.5% | 62,291 | $20.4M |
| NorthCoast Asset Management LLC | 0.10% | Add +1004.1% | 62,138 | $20.3M |
| Natixis Advisors, LLC | 0.04% | Add +9.1% | 60,392 | $19.8M |
| HSBC Holdings PLC | 0.01% | Reduce -46.0% | 60,137 | $19.7M |
| Korea Investment CORP | 0.05% | Add +23.5% | 60,103 | $19.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.6% | 58,251 | $19.1M |
| AQR Capital Management | 0.02% | Add +34.8% | 58,059 | $19.0M |
| New York State Common Retirement Fund | 0.03% | Add +35.9% | 57,263 | $18.7M |
| Westwood Holdings Group Inc. | 0.14% | Reduce -21.6% | 55,121 | $18.0M |
| Mawer Investment Management Ltd. | 0.09% | Reduce -5.3% | 54,926 | $18.0M |
| GW&K Investment Management, LLC | 0.16% | New | 53,776 | $17.6M |
| Royal London Asset Management Ltd. | 0.04% | Add +3.1% | 52,643 | $17.2M |
| Lynwood Price Capital Management LP | 9.79% | Add +47.9% | 52,500 | $17.2M |
| Aviva PLC | 0.04% | Add +15.8% | 52,295 | $17.1M |
| Foster Victor Wealth Advisors, LLC | 1.37% | Add +0.4% | 54,658 | $17.0M |
| Susquehanna International Group, LLP | 0.03% | Reduce -0.9% | 51,506 | $16.8M |
| Centiva Capital, LP | 0.94% | Add +2526.2% | 50,003 | $16.4M |
| Pamalican Asset Management Ltd | 76.77% | New | 50,000 | $16.4M |
| Seven Grand Managers, LLC | 3.82% | New | 50,000 | $16.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.24% | Reduce -17.8% | 49,358 | $16.1M |
| Winmill & Co. Inc. | 4.86% | No change | 48,860 | $16.0M |
| Ensign Peak Advisors, Inc | 0.03% | Add +0.5% | 47,984 | $15.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +2.0% | 47,745 | $15.7M |
| Citigroup Inc. | 0.01% | Add +61.2% | 46,653 | $15.3M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -3.0% | 46,536 | $15.2M |
| Thornburg Investment Management Inc. | 0.21% | Reduce -9.2% | 45,968 | $15.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +50.0% | 45,000 | $14.7M |
| Verition Fund Management LLC | 0.09% | Add +646.7% | 43,980 | $14.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +0.9% | 43,771 | $14.3M |
| Barclays PLC | 0.01% | Reduce -17.0% | 43,572 | $14.3M |
| Vestmark Advisory Solutions, Inc. | 0.36% | Add +104.5% | 42,798 | $14.0M |
| Neuberger Berman Group LLC | 0.01% | Add +561.6% | 42,276 | $13.8M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.8% | 41,982 | $13.7M |
| UMB Bank, n.a. | 0.22% | Add +176.9% | 41,115 | $13.5M |
| Logan Capital Management Inc. | 0.60% | Reduce -2.3% | 40,276 | $13.2M |
| NewEdge Wealth, LLC | 0.24% | Reduce -41.6% | 40,149 | $13.1M |
| Corient Private Wealth LP | 0.02% | Add +13.1% | 39,536 | $12.9M |
| BNP Paribas Financial Markets | 0.01% | Add +39.3% | 38,985 | $12.8M |
| OMERS ADMINISTRATION Corp | 0.11% | Add +400.4% | 38,232 | $12.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.45% | Reduce -13.4% | 38,181 | $12.5M |
| Teca Partners, LP | 8.94% | Reduce -27.9% | 38,123 | $12.5M |
| Pathstone Holdings, LLC | 0.05% | Add +0.6% | 36,835 | $12.1M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -5.3% | 36,515 | $11.9M |
| Kennedy Capital Management LLC | 0.28% | Add +80.5% | 36,165 | $11.8M |
| Renaissance Technologies | 0.02% | New | 35,500 | $11.6M |
| Voya Investment Management LLC | 0.01% | Add +4.9% | 34,733 | $11.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.19% | Reduce -5.3% | 34,693 | $11.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.05% | Add +25.9% | 34,517 | $11.3M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -32.2% | 34,061 | $11.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.9% | 33,417 | $10.9M |
| Channing Capital Management, LLC | 0.33% | Reduce -18.6% | 33,015 | $10.8M |
| Reinhart Partners, Llc. | 0.39% | Reduce -7.9% | 32,621 | $10.7M |
| Cinctive Capital Management LP | 0.85% | Reduce -52.6% | 32,584 | $10.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -4.3% | 32,329 | $10.6M |
| Icon Advisers Inc. | 2.44% | No change | 31,483 | $10.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -9.5% | 30,969 | $10.1M |
| ArrowMark Colorado Holdings LLC | 0.16% | Reduce -19.4% | 30,835 | $10.1M |
| Teacher Retirement System of Texas | 0.04% | Add +37.6% | 30,778 | $10.1M |
| Davidson Kempner Capital Management LP | 0.19% | New | 31,000 | $9.9M |
| Lighthouse Investment Partners, LLC | 0.45% | Reduce -29.6% | 30,279 | $9.9M |
| Interval Partners, LP | 0.35% | Reduce -6.3% | 30,000 | $9.8M |
| Boothbay Fund Management, LLC | 0.34% | New | 29,084 | $9.5M |
| Quadrature Capital Ltd | 0.21% | New | 28,823 | $9.4M |
| 2Xideas AG | 1.42% | Reduce -36.5% | 28,614 | $9.4M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -9.3% | 28,458 | $9.3M |
| KWB Wealth | 1.12% | Add +0.5% | 28,438 | $9.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.5% | 28,153 | $9.2M |
| Moore Capital Management, LP | 0.36% | Reduce -82.6% | 27,896 | $9.1M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Reduce -7.7% | 27,500 | $9.0M |
| Private Advisor Group, LLC | 0.05% | Add +1.3% | 26,706 | $8.7M |
| KLP Kapitalforvaltning As | 0.04% | Add +1.5% | 26,500 | $8.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +505.9% | 25,000 | $8.2M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -9.2% | 24,803 | $8.1M |
| Whittier Trust Co. | 0.11% | Add +2.2% | 24,366 | $8.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -9.4% | 23,795 | $7.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -50.6% | 23,759 | $7.8M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +4.9% | 23,592 | $7.7M |
| National Bank of Canada | 0.01% | Add +1506.0% | 23,479 | $7.7M |
| Brant Point Investment Management LLC | 1.85% | Reduce -0.6% | 23,166 | $7.6M |
| Swedbank AB | 0.01% | No change | 22,487 | $7.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.4% | 22,472 | $7.4M |
| Walleye Trading LLC | 0.20% | Add +226.9% | 22,001 | $7.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +5.3% | 21,998 | $7.2M |
| LBP Am SA | 0.11% | New | 21,973 | $7.2M |
| Arizona State Retirement System | 0.04% | Reduce -0.3% | 21,627 | $7.1M |
| Quantinno Capital Management LP | 0.05% | Add +41.3% | 21,395 | $7.0M |
| Laurion Capital Management LP | 0.56% | Add +140.7% | 21,387 | $7.0M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.20% | Add +133.7% | 21,325 | $7.0M |
| Handelsbanken Fonder AB | 0.03% | Add +10.4% | 21,181 | $6.9M |
| US Bancorp \de | 0.01% | Add +4.7% | 21,035 | $6.9M |
| Iridian Asset Management LLC | 2.15% | Reduce -27.7% | 20,901 | $6.8M |
| Winthrop Advisory Group LLC | 0.81% | Reduce -1.8% | 20,579 | $6.7M |
| Blair William & Co. | 0.02% | Reduce -4.3% | 20,438 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +18.8% | 20,102 | $6.6M |
| Sculptor Capital LP | 0.23% | New | 20,000 | $6.5M |
| Atria Investments, Inc | 0.08% | Add +26.6% | 19,999 | $6.5M |
| Point72 Europe (London) LLP | 0.45% | Reduce -35.5% | 19,996 | $6.5M |
| Castleark Management LLC | 0.23% | New | 19,890 | $6.5M |
| Storebrand Asset Management As | 0.02% | Add +5.5% | 19,572 | $6.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.08% | Add +17.0% | 19,300 | $6.3M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +6.5% | 19,286 | $6.3M |
| Argent Capital Management LLC | 0.19% | Add +0.5% | 19,246 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +25.6% | 18,400 | $6.0M |
| Eagle Rock Investment Company, LLC | 1.01% | Add +0.1% | 18,059 | $5.9M |
| Poplar Forest Capital LLC | 1.05% | Reduce -30.7% | 18,019 | $5.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +112.2% | 17,473 | $5.9M |
| Illinois Municipal Retirement Fund | 0.08% | No change | 17,742 | $5.8M |
| Townsquare Capital LLC | 0.06% | Add +14.1% | 17,719 | $5.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +6.3% | 17,684 | $5.8M |
| Strategic Global Advisors, LLC | 1.09% | Reduce -37.0% | 16,799 | $5.5M |
| Daiwa Securities Group Inc. | 0.02% | Add +29.0% | 16,588 | $5.4M |
| Tobam | 2.28% | Reduce -18.9% | 16,331 | $5.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +4.5% | 16,125 | $5.3M |
| Primecap Management Co. | 0.00% | No change | 16,000 | $5.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +7.5% | 15,910 | $5.2M |
| Silvant Capital Management LLC | 0.24% | Add +23.2% | 15,701 | $5.1M |
| Commerce Bank | 0.03% | Reduce -16.9% | 15,632 | $5.1M |
| Northwest Financial Advisors | 4.21% | Add +0.1% | 15,505 | $5.1M |
| Sterling Capital Management LLC | 0.08% | Add +16.6% | 15,158 | $5.0M |
| Forsta Ap-Fonden | 0.04% | Reduce -3.2% | 15,000 | $4.9M |
| Xponance LLC | 0.05% | Add +1.9% | 14,705 | $4.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +3.7% | 14,704 | $4.8M |
| IFM Investors Pty Ltd | 0.05% | No change | 14,695 | $4.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +26.1% | 14,532 | $4.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +0.0% | 14,319 | $4.7M |
| Walleye Capital LLC | 0.06% | Reduce -60.9% | 13,943 | $4.6M |
| DNB Asset Management AS | 0.02% | Add +6.7% | 13,809 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.5% | 13,762 | $4.5M |
| KBC Group NV | 0.01% | Add +3.4% | 13,679 | $4.5M |
| Bank of Montreal | 0.00% | Reduce -77.2% | 13,666 | $4.5M |
| Mariner, LLC | 0.01% | Add +8.3% | 13,654 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -0.3% | 13,543 | $4.4M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Add +3.5% | 13,417 | $4.4M |
| Voleon Capital Management LP | 0.33% | Add +87.6% | 13,056 | $4.3M |
| Cibc World Market Inc. | 0.01% | Add +1.1% | 12,725 | $4.2M |
| Polymer Capital Management (US) LLC | 1.24% | New | 12,500 | $4.1M |
| Weiss Asset Management LP | 0.16% | New | 12,500 | $4.1M |
| Gillson Capital LP | 0.35% | New | 12,500 | $4.1M |
| Cornerstone Wealth Management, LLC | 0.28% | Add +0.1% | 12,457 | $4.1M |
| Estate Counselors, LLC | 0.42% | New | 12,430 | $4.1M |
| Utah Retirement Systems | 0.05% | No change | 12,317 | $4.0M |
| Bullseye Asset Management LLC | 2.17% | Reduce -42.4% | 12,248 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +2.4% | 12,132 | $4.0M |
| TD Private Client Wealth LLC | 0.11% | Reduce -4.2% | 12,066 | $3.9M |
| TT International Asset Management LTD | 0.58% | Reduce -0.7% | 11,963 | $3.9M |
| Empowered Funds, LLC | 0.05% | Reduce -5.1% | 11,493 | $3.8M |
| Crossmark Global Holdings, Inc. | 0.07% | Add +213.5% | 11,437 | $3.7M |
| Jane Street Group, LLC | 0.01% | Reduce -73.8% | 11,375 | $3.7M |
| Toronto Dominion Bank | 0.01% | Add +15.2% | 11,262 | $3.7M |
| United Asset Strategies, Inc. | 0.33% | Reduce -1.6% | 11,027 | $3.6M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -22.8% | 10,927 | $3.6M |
| Otter Creek Advisors, LLC | 2.47% | New | 10,845 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 10,821 | $3.5M |
| &partners | 0.04% | Add +23.2% | 10,157 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +48.6% | 10,411 | $3.4M |
| Swiss Life Asset Management Ltd | 0.02% | Add +35.4% | 10,224 | $3.3M |
| Genus Capital Management Inc. | 0.48% | — | 10,095 | $3.3M |
| Edgestream Partners, L.P. | 0.11% | New | 10,058 | $3.3M |
| Retirement Capital Strategies | 1.28% | No change | 10,041 | $3.3M |
| Ovata Capital Management Ltd | 1.24% | New | 10,000 | $3.3M |
| HBK Investments L P | 0.07% | New | 10,000 | $3.3M |
| Wolverine Trading, LLC | 0.10% | Add +992.5% | 9,581 | $3.2M |
| Anchor Investment Management, LLC | 0.30% | Add +0.8% | 9,771 | $3.2M |
| Greenleaf Trust | 0.03% | Add +0.5% | 9,395 | $3.1M |
| XTX Topco Ltd | 0.16% | New | 9,355 | $3.1M |
| Beacon Investment Advisors LLC | 1.44% | Reduce -0.0% | 9,333 | $3.1M |
| Bain Capital Public Equity Management II, LLC | 0.24% | New | 9,308 | $3.0M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.4% | 9,295 | $3.0M |
| Oliver Luxxe Assets LLC | 0.55% | Add +7.7% | 9,019 | $3.0M |
| Lazard Asset Management LLC | 0.00% | Add +18.6% | 8,992 | $2.9M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -1.0% | 8,627 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +95.1% | 8,665 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +95.1% | 8,665 | $2.8M |
| Flynn Zito Capital Management, LLC | 1.30% | No change | 8,634 | $2.8M |
| Annex Advisory Services, LLC | 0.08% | Reduce -30.3% | 8,604 | $2.8M |
| F/m Investments LLC | 0.11% | Add +3.8% | 8,578 | $2.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +5.0% | 8,326 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -30.4% | 8,215 | $2.7M |
| Caldwell Trust Co | 0.29% | Reduce -2.7% | 8,187 | $2.7M |
| OP Asset Management Ltd | 0.04% | — | 8,106 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.4% | 8,017 | $2.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Add +16.0% | 7,988 | $2.6M |
| Hennessy Advisors Inc. | 0.09% | Reduce -27.1% | 7,800 | $2.6M |
| HM Payson & Co. | 0.04% | Reduce -2.3% | 7,635 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +12.2% | 7,603 | $2.5M |
| Symmetry Investments LP | 0.22% | New | 7,500 | $2.5M |
| Siren, L.L.C. | 0.14% | New | 7,500 | $2.5M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.06% | New | 7,500 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 7,468 | $2.4M |
| Quantitative Investment Management, LLC | 0.22% | New | 7,296 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.1% | 7,278 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Add +454.7% | 7,233 | $2.4M |
| Sheaff Brock Investment Advisors, LLC | 0.22% | Reduce -2.4% | 7,200 | $2.4M |
| Integrated Investment Consultants, LLC | 0.47% | Reduce -3.9% | 7,176 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +45.2% | 7,110 | $2.3M |
| Donoghue Forlines LLC | 0.73% | Add +9.1% | 7,054 | $2.3M |
| Prudential PLC | 0.01% | Add +22.0% | 7,021 | $2.3M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -15.6% | 7,010 | $2.3M |
| OV Management LLC | 1.07% | New | 7,000 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.6% | 6,991 | $2.3M |
| SG Americas Securities, LLC | 0.01% | New | 6,987 | $2.3M |
| King Luther Capital Management Corp. | 0.01% | Add +0.3% | 6,863 | $2.2M |
| CGN Advisors LLC | 0.21% | Reduce -10.8% | 6,717 | $2.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -43.7% | 6,716 | $2.2M |
| Summit Trail Advisors, LLC | 0.07% | Add +265.3% | 6,655 | $2.2M |
| SummitTX Capital, L.P. | 0.10% | — | 6,614 | $2.2M |
| Sterling Group Wealth Management, LLC | 1.15% | Reduce -0.5% | 6,535 | $2.1M |
| James Investment Research, Inc. | 0.27% | Reduce -9.4% | 6,503 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | Add +198.3% | 6,497 | $2.1M |
| Gradient Investments LLC | 0.04% | Reduce -10.7% | 6,480 | $2.1M |
| Nordea Investment Management AB | 0.00% | Add +0.3% | 6,438 | $2.1M |
| Diversified Trust Co. | 0.05% | Add +1.8% | 6,350 | $2.1M |
| Candriam S.C.A. | 0.01% | Reduce -0.0% | 6,338 | $2.1M |
| Dynasty Wealth Management, LLC | 0.03% | Add +2.7% | 6,331 | $2.1M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -1.5% | 6,058 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -28.8% | 6,010 | $2.0M |
| Tidal Investments LLC | 0.02% | Add +64.3% | 6,005 | $2.0M |
| Tredje AP-fonden | 0.02% | No change | 5,945 | $1.9M |
| Amalgamated Bank | 0.02% | Add +3.8% | 5,875 | $1.9M |
| Avanza Fonder AB | 0.06% | Add +25.4% | 5,607 | $1.9M |
| Credit Agricole S A | 0.01% | Reduce -1.1% | 5,786 | $1.9M |
| Pitcairn Co. | 0.11% | Reduce -3.6% | 5,773 | $1.9M |
| Creative Planning | 0.00% | Add +33.1% | 5,638 | $1.8M |
| Ethic Inc. | 0.04% | Add +11.4% | 5,482 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -21.1% | 6,329 | $1.8M |
| AE Wealth Management LLC | 0.02% | Add +83.2% | 5,546 | $1.8M |
| Gabelli Funds LLC | 0.01% | Add +3.6% | 5,483 | $1.8M |
| Capital World Investors | 0.00% | Reduce -71.8% | 5,435 | $1.8M |
| Brevan Howard Capital Management LP | 0.05% | Reduce -70.2% | 5,341 | $1.7M |
| Yorktown Management & Research Co Inc | 1.88% | Reduce -7.0% | 5,290 | $1.7M |
| FORA Capital, LLC | 0.18% | New | 5,283 | $1.7M |
| Knollwood Investment Advisory, LLC | 0.19% | No change | 5,275 | $1.7M |
| VestGen Advisors, LLC | 0.08% | — | 5,184 | $1.7M |
| Kentucky Retirement Systems | 0.05% | New | 5,082 | $1.7M |
| Mediolanum International Funds Ltd | 0.02% | Reduce -67.2% | 4,878 | $1.6M |
| Maven Securities LTD | 0.36% | New | 5,000 | $1.6M |
| Woodline Partners LP | 0.01% | New | 5,000 | $1.6M |
| Kerusso Capital Management LLC | 1.04% | New | 4,975 | $1.6M |
| Crawford Investment Counsel Inc. | 0.03% | Add +7.4% | 4,951 | $1.6M |
| Shepherd Financial Partners LLC | 0.18% | Reduce -65.4% | 4,755 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -0.1% | 4,705 | $1.5M |
| Future Fund LLC | 1.96% | Reduce -10.4% | 4,651 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.2% | 4,579 | $1.5M |
| Tudor Investment Corporation | 0.01% | Reduce -92.1% | 4,559 | $1.5M |
| Northwest & Ethical Investments L.P. | 0.04% | Add +250.8% | 4,560 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +21.8% | 4,433 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -36.0% | 4,363 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +12.2% | 4,360 | $1.4M |
| Versor Investments LP | 0.23% | Reduce -23.0% | 4,321 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -29.8% | 4,265 | $1.4M |
| Fulton Bank, N.A. | 0.06% | Reduce -14.0% | 4,168 | $1.4M |
| STRS Ohio | 0.01% | New | 4,157 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +7.6% | 4,141 | $1.4M |
| PEAK6 LLC | 0.05% | Reduce -62.9% | 4,130 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +155.8% | 4,109 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -21.1% | 4,001 | $1.3M |
| Caprock Group, LLC | 0.04% | Add +2.6% | 3,980 | $1.3M |
| LVW Advisors, LLC | 0.15% | Reduce -6.0% | 3,919 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.9% | 3,863 | $1.3M |
| Vinva Investment Management Ltd | 0.05% | Add +330.2% | 3,721 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +8.7% | 3,823 | $1.3M |
| Sumitomo Life Insurance Co. | 0.04% | Reduce -1.7% | 3,816 | $1.2M |
| Retireful, LLC | 1.17% | Reduce -17.5% | 3,680 | $1.2M |
| Prossimo Advisors, LLC | 0.93% | No change | 3,785 | $1.2M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | — | 3,183 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +47.8% | 3,726 | $1.2M |
| Independent Advisor Alliance | 0.04% | Add +7.5% | 3,723 | $1.2M |
| Cookson Peirce & Co. Inc. | 0.06% | New | 3,643 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +16.9% | 3,578 | $1.2M |
| Allstate Corp. | 0.03% | Add +61.6% | 3,561 | $1.2M |
| Schroder Investment Management Group | 0.00% | Add +8.9% | 3,525 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +42.7% | 3,525 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.5% | 3,479 | $1.1M |
| Aureus Asset Management, LLC | 0.08% | Reduce -0.9% | 3,473 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Add +3.6% | 3,420 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Add +0.7% | 3,407 | $1.1M |
| Choreo, LLC | 0.02% | Add +100.2% | 3,400 | $1.1M |
| Yarbrough Capital, LLC | 0.05% | No change | 3,361 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +195.1% | 3,341 | $1.1M |
| Snowden Capital Advisors LLC | 0.04% | Add +73.1% | 3,327 | $1.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -24.8% | 3,265 | $1.1M |
| Gateway Investment Advisers LLC | 0.01% | Add +10.7% | 3,178 | $1.0M |
| SkyView Investment Advisors, LLC | 0.16% | Add +3.5% | 3,177 | $1.0M |
| Engineers Gate Manager LP | 0.02% | Reduce -63.0% | 3,169 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -1.3% | 3,064 | $1.0M |
| Shelton Wealth Management, LLC | 0.57% | Reduce -8.5% | 3,039 | $994K |
| EFG Asset Management (North America) Corp. | 0.16% | New | 3,025 | $990K |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -19.5% | 2,973 | $973K |
| Banque Cantonale Vaudoise | 0.04% | — | 2,955 | $967K |
| Investment Management Corp of Ontario | 0.02% | Add +43.0% | 2,947 | $964K |
| Impact Capital Partners LLC | 0.35% | Add +2.0% | 2,942 | $962K |
| Sowell Financial Services LLC | 0.04% | New | 2,926 | $957K |
| Friedenthal Financial | 0.57% | New | 2,902 | $949K |
| Vestcor Inc | 0.03% | Add +2.1% | 2,899 | $948K |
| Avior Wealth Management, LLC | 0.04% | Add +16.5% | 2,888 | $945K |
| Bank of Nova Scotia | 0.00% | New | 2,876 | $941K |
| MAI Capital Management | 0.01% | Add +1.6% | 2,871 | $939K |
| Prudential Financial Inc. | 0.00% | Add +71.5% | 2,854 | $934K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.1% | 2,815 | $921K |
| Cwm, LLC | 0.00% | Add +48.1% | 2,778 | $909K |
| Vident Advisory, LLC | 0.01% | Reduce -22.0% | 2,750 | $900K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.8% | 2,711 | $887K |
| Wealthfront Advisers LLC | 0.00% | Add +1.9% | 2,699 | $883K |
| Ostrum Asset Management | 0.05% | Reduce -35.8% | 2,688 | $879K |
| Praxis Investment Management Inc. | 0.06% | Add +64.0% | 2,640 | $864K |
| Bessemer Group Inc. | 0.00% | Add +38.9% | 2,619 | $856K |
| Moran Wealth Management, LLC | 0.03% | Reduce -4.1% | 2,611 | $854K |
| Thrivent Financial for Lutherans | 0.00% | No change | 2,675 | $843K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -12.1% | 2,571 | $841K |
| Legacy Capital Group California, Inc. | 0.29% | New | 2,539 | $831K |
| Parallel Advisors, LLC | 0.02% | Add +2.2% | 2,534 | $829K |
| Garrett Wealth Advisory Group, LLC | 0.18% | Reduce -22.3% | 2,500 | $818K |
| Ritholtz Wealth Management | 0.02% | Add +0.0% | 2,476 | $810K |
| Fiduciary Trust Co | 0.01% | Add +31.0% | 2,436 | $797K |
| Alerus Financial NA | 0.06% | New | 2,422 | $792K |
| EFG Asset Management (Americas) Corp. | 0.16% | New | 2,406 | $787K |
| Central Pacific Bank - Trust Division | 0.11% | Add +325.0% | 2,397 | $784K |
| Avantax Advisory Services, Inc. | 0.00% | Add +17.6% | 2,340 | $766K |
| HighPoint Advisor Group LLC | 0.04% | Add +10.5% | 2,373 | $758K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $743K |
| Heritage Family Offices, LLP | 0.38% | Add +29.7% | 2,269 | $742K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.7% | 2,267 | $742K |
| Greenline Partners, LLC | 0.11% | No change | 2,266 | $741K |
| Valley Wealth Managers, Inc. | 0.06% | Reduce -2.4% | 2,264 | $741K |
| Stephens Inc. | 0.01% | Add +117.5% | 2,258 | $739K |
| Martingale Asset Management L P | 0.02% | New | 2,253 | $737K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -92.8% | 2,239 | $732K |
| Everpar Advisors LLC | 0.38% | Reduce -9.1% | 2,212 | $724K |
| Root Financial Partners, LLC | 0.08% | Add +0.4% | 2,200 | $720K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | New | 2,164 | $708K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -21.8% | 2,159 | $706K |
| Gibbs Wealth Management | 0.17% | Add +26.8% | 2,140 | $700K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 2,132 | $697K |
| Rakuten Investment Management, Inc. | 0.00% | — | 2,066 | $696K |
| Lanark Financial, Inc. | 0.06% | — | 2,129 | $696K |
| Axxcess Wealth Management, LLC | 0.02% | Add +58.9% | 2,125 | $695K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +19.8% | 2,103 | $688K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.03% | Add +110.0% | 2,100 | $687K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,100 | $687K |
| Venturi Wealth Management, LLC | 0.04% | Add +0.3% | 2,099 | $687K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.3% | 2,083 | $682K |
| Petrus Trust Company, LTA | 0.06% | Add +57.1% | 2,072 | $678K |
| XML Financial, LLC | 0.06% | Add +7.9% | 2,021 | $661K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 2,019 | $661K |
| WJ Wealth Management, LLC | 0.23% | No change | 2,000 | $654K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -88.5% | 2,000 | $654K |
| Machina Capital S.A.S. | 0.19% | New | 1,944 | $636K |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.5% | 1,929 | $631K |
| DAVENPORT & Co LLC | 0.00% | Add +8.8% | 1,918 | $627K |
| Procyon Advisors, LLC | 0.04% | New | 1,910 | $625K |
| Hunting Hill Global Capital, LLC | 0.77% | No change | 1,871 | $612K |
| Moneco Advisors, LLC | 0.06% | Reduce -25.4% | 1,851 | $605K |
| Applied Finance Capital Management, LLC | 0.04% | Add +5.1% | 1,846 | $604K |
| QRG Capital Management, Inc. | 0.01% | Add +1.6% | 1,841 | $602K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +291.4% | 1,816 | $594K |
| Yousif Capital Management, LLC | 0.01% | Add +0.8% | 1,798 | $588K |
| Concorde Asset Management, LLC | 0.31% | Reduce -7.8% | 1,830 | $583K |
| Advisor OS, LLC | 0.07% | Reduce -8.6% | 1,778 | $582K |
| Lido Advisors, LLC | 0.00% | Add +2.0% | 1,774 | $581K |
| Okabena Investment Services Inc. | 0.14% | Add +10.8% | 1,740 | $569K |
| Itau Unibanco Holding S.A. | 0.02% | Add +1246.5% | 1,737 | $568K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -99.6% | 1,711 | $560K |
| Catalyst Capital Advisors LLC | 0.01% | No change | 1,710 | $559K |
| Coldstream Capital Management Inc. | 0.01% | Add +52.8% | 1,701 | $556K |
| Sanchez Wealth Management Group | 0.15% | Add +0.1% | 1,688 | $552K |
| Quadrant Capital Group LLC | 0.02% | Add +278.6% | 1,677 | $549K |
| Wealth Alliance, LLC | 0.07% | Add +11.6% | 1,655 | $541K |
| Hamilton Capital Partners Inc. | 0.03% | Reduce -2.7% | 1,634 | $535K |
| Magnolia Private Wealth, LLC | 0.45% | Add +5.0% | 1,629 | $533K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +4.7% | 1,613 | $528K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.8% | 1,609 | $527K |
| BTG Pactual Asset Management US LLC | 0.07% | Add +23.1% | 1,600 | $523K |
| UniSuper Management Pty Ltd | 0.00% | No change | 1,600 | $523K |
| Squarepoint Ops LLC | 0.00% | No change | 1,600 | $523K |
| Potentia Wealth | 0.24% | Add +0.1% | 1,578 | $516K |
| Pennsylvania Capital Management Inc. | 0.19% | Reduce -0.2% | 1,572 | $514K |
| Transcend Capital Advisors, LLC | 0.04% | New | 1,568 | $513K |
| Signaturefd, LLC | 0.01% | Add +14.9% | 1,553 | $508K |
| Riverpoint Wealth Management Holdings, LLC | 0.13% | Add +0.1% | 1,542 | $505K |
| Wedmont Private Capital | 0.03% | Add +1.8% | 1,606 | $500K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -27.4% | 1,511 | $494K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 1,504 | $492K |
| Fairtree Asset Management (Pty) Ltd | 0.38% | New | 1,453 | $475K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 1,450 | $474K |
| Old National Bancorp | 0.01% | Reduce -55.6% | 1,424 | $466K |
| Globeflex Capital L P | 0.04% | No change | 1,420 | $465K |
| Thrive Wealth Management, LLC | 0.09% | Add +13.6% | 1,404 | $459K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +1.2% | 1,396 | $457K |
| Spahn Wealth & Retirement LLC | 0.33% | Reduce -1.0% | 1,386 | $453K |
| Legacy Financial Group LLC | 0.07% | No change | 1,366 | $447K |
| Net Worth Advisory Group | 0.14% | Add +31.0% | 1,353 | $442K |
| DGS Capital Management, LLC | 0.12% | Add +8.3% | 1,344 | $440K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.3% | 1,338 | $438K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.1% | 1,331 | $436K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.7% | 1,322 | $432K |
| Metis Global Partners, LLC | 0.01% | Add +29.3% | 1,312 | $429K |
| Shell Asset Management Co. | 0.02% | Reduce -10.6% | 1,310 | $429K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -1.5% | 1,293 | $423K |
| Apollon Wealth Management, LLC | 0.01% | Add +30.4% | 1,267 | $414K |
| Caitong International Asset Management Co., Ltd | 0.31% | Add +25120.0% | 1,261 | $413K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.03% | Reduce -11.1% | 1,254 | $410K |
| SFG Wealth Management, LLC. | 0.20% | Reduce -8.5% | 1,238 | $405K |
| J.Safra Asset Management Corp | 0.03% | Add +94.6% | 1,234 | $404K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.0% | 1,227 | $401K |
| Assetmark, Inc. | 0.00% | Add +111.9% | 1,227 | $401K |
| Brighton Jones LLC | 0.01% | New | 1,210 | $396K |
| Impact Investors, Inc | 0.31% | No change | 1,205 | $394K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 1,200 | $393K |
| Insigneo Advisory Services, LLC | 0.04% | New | 1,193 | $390K |
| Bridges Investment Management Inc. | 0.01% | Add +0.1% | 1,186 | $388K |
| Panagora Asset Management Inc. | 0.00% | Reduce -18.2% | 1,172 | $383K |
| Archer Investment Corp | 0.10% | No change | 1,169 | $382K |
| denkapparat Operations GmbH | 0.40% | Add +16.1% | 1,168 | $382K |
| Summit Investment Advisors, Inc. | 0.34% | No change | 1,147 | $380K |
| Cetera Trust Company, N.A | 0.24% | No change | 1,155 | $378K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.5% | 1,149 | $376K |
| Blue Trust, Inc. | 0.00% | Add +2319.2% | 1,137 | $372K |
| Emerald Advisers, LLC | 0.02% | Reduce -5.3% | 1,117 | $365K |
| Portside Wealth Group, LLC | 0.06% | Add +6.5% | 1,111 | $363K |
| RiverGlades Family Offices LLC | 0.26% | No change | 1,100 | $360K |
| State of Michigan Retirement System | 0.00% | No change | 1,100 | $360K |
| CI Investments Inc. | 0.00% | Add +17.5% | 1,063 | $348K |
| Principal Securities, Inc. | 0.01% | No change | 1,051 | $343K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,040 | $340K |
| AXA S.A. | 0.00% | Reduce -8.3% | 1,037 | $339K |
| Fox Run Management, L.L.C. | 0.05% | New | 1,035 | $339K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 1,012 | $331K |
| Jump Financial, LLC | 0.01% | New | 1,009 | $330K |
| Cynosure Group, LLC | 0.05% | Add +13.6% | 1,005 | $329K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.6% | 1,004 | $328K |
| DE Burlo Group Inc. | 0.05% | No change | 1,000 | $327K |
| Raiffeisen Bank International AG | 0.01% | New | 962 | $324K |
| Stevens Capital Management LP | 0.08% | New | 991 | $324K |
| Good Life Advisors, LLC | 0.02% | Add +8.2% | 988 | $323K |
| Arkadios Wealth Advisors | 0.01% | Add +16.4% | 986 | $323K |
| Lifestyle Asset Management, Inc. | 0.18% | Add +9.2% | 981 | $321K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +55.0% | 975 | $319K |
| Mfa Wealth Advisors, LLC | 0.08% | Reduce -7.9% | 969 | $317K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -9.3% | 965 | $316K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Add +0.2% | 960 | $314K |
| V-Square Quantitative Management LLC | 0.05% | Add +9.3% | 956 | $313K |
| Keybank National Association | 0.00% | New | 949 | $310K |
| Dakota Wealth Management | 0.01% | Reduce -4.7% | 940 | $308K |
| Camden National Bank | 0.05% | Reduce -15.0% | 938 | $307K |
| Veltria Advisors Corp. | 0.20% | Reduce -10.8% | 928 | $304K |
| Mather Group, Llc. | 0.00% | Add +0.3% | 919 | $301K |
| One Wealth Advisors, LLC | 0.04% | Reduce -9.8% | 915 | $299K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 888 | $291K |
| Tyler-Stone Wealth Management | 0.05% | Reduce -18.5% | 877 | $287K |
| Financial Advocates Investment Management | 0.02% | Add +5.0% | 876 | $287K |
| Quent Capital, LLC | 0.03% | No change | 866 | $283K |
| Tsfg, LLC | 0.06% | No change | 864 | $283K |
| Siemens Fonds Invest GmbH | 0.02% | New | 859 | $281K |
| Advisor Resource Council | 0.02% | New | 852 | $279K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -1.6% | 843 | $276K |
| World Equity Group, Inc. | 0.08% | Reduce -51.8% | 829 | $271K |
| Lindbrook Capital, LLC | 0.02% | Add +18.3% | 823 | $269K |
| IFG Advisory, LLC | 0.01% | Add +10.9% | 813 | $266K |
| Koshinski Asset Management, Inc. | 0.02% | Add +4.9% | 812 | $266K |
| Cresset Asset Management, LLC | 0.00% | Add +9.4% | 804 | $263K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.6% | 796 | $260K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 796 | $260K |
| Gilbert & Cook, Inc. | 0.04% | New | 791 | $259K |
| Wealthspire Advisors, LLC | 0.00% | New | 791 | $259K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.1% | 785 | $257K |
| Intrust Bank NA | 0.03% | Reduce -3.2% | 778 | $255K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 773 | $253K |
| Philip James Wealth Mangement, LLC | 0.03% | New | 771 | $252K |
| Fidelis Capital Partners, LLC | 0.03% | Add +17.6% | 795 | $250K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 760 | $249K |
| Founders Financial Alliance, LLC | 0.06% | New | 753 | $246K |
| Waddell & Associates, LLC | 0.03% | No change | 746 | $244K |
| Cigna Investments Inc. | 0.05% | No change | 746 | $244K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.4% | 739 | $242K |
| Checchi Capital Advisers, LLC | 0.02% | New | 718 | $235K |
| Baader Bank Aktiengesellschaft | 0.02% | Add +3.7% | 723 | $235K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 714 | $234K |
| OneAscent Financial Services LLC | 0.02% | Reduce -12.1% | 696 | $233K |
| WoodTrust Financial Corp | 0.03% | No change | 702 | $230K |
| One Day In July LLC | 0.02% | No change | 702 | $230K |
| Advisory Services Network, LLC | 0.00% | Reduce -59.2% | 694 | $227K |
| Bain Capital Public Equity, LP | 0.25% | New | 692 | $226K |
| Jacobi Capital Management LLC | 0.02% | No change | 692 | $226K |
| WP Advisors, LLC | 0.07% | New | 681 | $223K |
| Stratos Investment Management, LLC | 0.01% | No change | 675 | $221K |
| Horizon Wealth Management, LLC | 0.04% | Add +8.7% | 675 | $221K |
| PFG Investments, LLC | 0.01% | Reduce -3.3% | 670 | $219K |
| AlphaQuest LLC | 0.02% | No change | 667 | $218K |
| Birch Financial Group, LLC | 0.19% | Reduce -8.0% | 660 | $216K |
| Security Financial Services, INC. | 0.04% | Add +0.3% | 659 | $216K |
| Fifth Third Bancorp | 0.00% | Add +1395.5% | 658 | $215K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 654 | $214K |
| Norden Group LLC | 0.02% | Add +1.9% | 653 | $214K |
| Natural Investments, LLC | 0.06% | Reduce -0.6% | 647 | $211K |
| Drive Wealth Management, LLC | 0.05% | Reduce -3.6% | 638 | $209K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 636 | $208K |
| PUREfi Wealth, LLC | 0.20% | New | 626 | $205K |
| Eagle Bay Advisors LLC | 0.17% | Add +2.1% | 624 | $204K |
| R Squared Ltd | 0.22% | Add +158.3% | 620 | $203K |
| Great Diamond Partners, LLC | 0.05% | Reduce -5.4% | 614 | $201K |
| GeoWealth Management, LLC | 0.01% | Reduce -21.1% | 612 | $200K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 600 | $196K |
| Mattson Financial Services, LLC | 0.06% | Add +15.1% | 594 | $194K |
| LRI Investments, LLC | 0.02% | Reduce -37.5% | 577 | $189K |
| United Community Bank | 0.07% | Reduce -0.9% | 565 | $185K |
| Colonial Trust Co / SC | 0.03% | Add +9.9% | 555 | $182K |
| Allworth Financial LP | 0.00% | Add +14.4% | 531 | $168K |
| WPG Advisers, LLC | 0.16% | Reduce -8.4% | 510 | $167K |
| Maltese Capital Management LLC | 0.03% | New | 500 | $164K |
| Saraza Management, LP | 0.05% | New | 500 | $164K |
| Golden State Wealth Management, LLC | 0.02% | No change | 500 | $164K |
| Elgethun Capital Management | 0.04% | No change | 493 | $161K |
| Natixis | 0.00% | Add +30.2% | 483 | $159K |
| Whipplewood Advisors, LLC | 0.09% | Reduce -6.8% | 477 | $159K |
| GAMMA Investing LLC | 0.01% | Add +33.3% | 476 | $156K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | New | 463 | $151K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.3% | 422 | $138K |
| Gables Capital Management Inc. | 0.06% | No change | 400 | $131K |
| Headlands Technologies LLC | 0.01% | Reduce -96.8% | 396 | $130K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.6% | 382 | $128K |
| Groupe la Francaise | 0.00% | New | 376 | $125K |
| Simplex Trading, LLC | 0.00% | New | 375 | $122K |
| Acadian Asset Management LLC | 0.00% | New | 371 | $121K |
| CENTRAL TRUST Co | 0.00% | No change | 357 | $117K |
| Penserra Capital Management LLC | 0.00% | Add +4.7% | 356 | $116K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.7% | 341 | $115K |
| Leonteq Securities AG | 0.01% | Add +26.7% | 346 | $113K |
| Ameliora Wealth Management Ltd. | 0.04% | No change | 330 | $108K |
| Arlington Trust Co LLC | 0.02% | No change | 315 | $103K |
| Smallwood Wealth Investment Management, LLC | 0.06% | New | 312 | $102K |
| Jones Financial Companies LLLP | 0.00% | Add +115.9% | 298 | $100K |
| NBT Bank, N.A. | 0.01% | No change | 296 | $97K |
| SVB Wealth LLC | 0.00% | New | 276 | $90K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -81.9% | 274 | $90K |
| Flaharty Asset Management, LLC | 0.01% | New | 256 | $84K |
| Alpine Bank Wealth Management | 0.01% | — | 232 | $76K |
| Huntington National Bank | 0.00% | Add +241.2% | 232 | $76K |
| Compass Financial Services Inc | 0.04% | Add +14.5% | 229 | $75K |
| IFP Advisors, Inc | 0.00% | Add +46.8% | 229 | $75K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -6.6% | 225 | $74K |
| Brooklyn Investment Group | 0.02% | Add +10.1% | 218 | $71K |
| von Borstel & Associates, Inc. | 0.02% | New | 203 | $66K |
| Washington Trust Advisors, Inc. | 0.01% | New | 185 | $61K |
| Arax Advisory Partners | 0.00% | Add +12.9% | 184 | $60K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $59K |
| Versant Capital Management, Inc | 0.01% | Add +1192.9% | 181 | $59K |
| Atala Financial Inc | 0.04% | No change | 180 | $59K |
| Sandy Spring Bank | 0.00% | Reduce -2.8% | 175 | $57K |
| Spire Wealth Management | 0.00% | Add +19.2% | 174 | $57K |
| FIL Ltd | 0.00% | Add +3.0% | 172 | $56K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 170 | $56K |
| CoreCap Advisors, LLC | 0.00% | No change | 169 | $55K |
| Covestor Ltd | 0.04% | Add +66.7% | 160 | $53K |
| Parkside Financial Bank & Trust | 0.01% | Add +33.3% | 144 | $47K |
| Clark Wealth Partners | 0.03% | No change | 140 | $46K |
| MCF Advisors LLC | 0.00% | No change | 138 | $45K |
| Private Wealth Asset Management, LLC | 0.01% | — | 137 | $45K |
| Capital Analysts, LLC | 0.00% | Reduce -13.5% | 135 | $44K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -12.9% | 115 | $43K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 123 | $40K |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.1% | 120 | $39K |
| Smithfield Trust Co | 0.00% | No change | 119 | $39K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.3% | 118 | $39K |
| Riverview Trust Co | 0.04% | Reduce -1.7% | 113 | $37K |
| Meeder Asset Management Inc. | 0.00% | Reduce -79.9% | 113 | $37K |
| TCTC Holdings, LLC | 0.00% | Add +116.7% | 104 | $34K |
| City Holding Co. | 0.00% | New | 103 | $34K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +63.9% | 100 | $33K |
| Private Trust Co. NA | 0.00% | Add +234.5% | 97 | $32K |
| Graney & King, LLC | 0.02% | No change | 93 | $31K |
| Millstone Evans Group, LLC | 0.02% | Add +123.1% | 87 | $28K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -13.0% | 87 | $28K |
| IAG Wealth Partners, LLC | 0.00% | No change | 84 | $27K |
| Plato Investment Management Ltd | 0.00% | No change | 81 | $27K |
| Wealth Advisors of Tampa Bay, LLC | 0.01% | New | 81 | $26K |
| Binnacle Investments Inc | 0.02% | — | 80 | $26K |
| Summit Securities Group LLC | 0.02% | New | 80 | $26K |
| 2UniFi Bank | 0.02% | New | 64 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.0% | 68 | $22K |
| Wayfinding Financial, LLC | 0.01% | New | 68 | $22K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 65 | $21K |
| Hemington Wealth Management | 0.00% | Add +26.4% | 67 | $21K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +173.9% | 63 | $21K |
| Bell Investment Advisors, Inc | 0.00% | No change | 57 | $19K |
| Park Place Capital Corp | 0.00% | No change | 54 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | New | 54 | $18K |
| WealthCollab, LLC | 0.01% | No change | 50 | $16K |
| PSI Advisors, LLC | 0.01% | No change | 50 | $16K |
| Eastern Bank | 0.00% | No change | 50 | $16K |
| Global Financial Private Client, LLC | 0.01% | Add +16.7% | 49 | $16K |
| Private Wealth Management Group, LLC | 0.01% | No change | 49 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -38.5% | 48 | $16K |
| Global Wealth Strategies & Associates | 0.00% | No change | 44 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | Add +22.9% | 43 | $14K |
| Wolff Wiese Magana LLC | 0.01% | Add +90.9% | 42 | $14K |
| CVA Family Office, LLC | 0.00% | Add +24.2% | 41 | $13K |
| SouthState Bank Corp | 0.00% | Add +62.5% | 39 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Add +90.0% | 38 | $12K |
| Alaska Permanent Fund Corp | 0.00% | No change | 38 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -19.6% | 37 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 36 | $12K |
| High Note Wealth, LLC | 0.00% | No change | 34 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +3400.0% | 35 | $11K |
| Larson Financial Group LLC | 0.00% | Add +1500.0% | 32 | $10K |
| Citizens National Bank Trust Department | 0.00% | New | 31 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 30 | $10K |
| Saudi Central Bank | 0.05% | New | 29 | $9K |
| Operose Advisors LLC | 0.00% | No change | 27 | $9K |
| ESL Trust Services, LLC | 0.00% | No change | 25 | $8K |
| Concord Wealth Partners | 0.00% | No change | 24 | $8K |
| Compass Planning Associates Inc | 0.01% | No change | 21 | $7K |
| Tidemark, LLC | 0.00% | New | 20 | $7K |
| CNB Bank | 0.00% | No change | 19 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 19 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +183.3% | 17 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.6% | 17 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 15 | $5K |
| Marshall Investment Management, LLC | 0.00% | New | 15 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 15 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 14 | $5K |
| Clearstead Trust, LLC | 0.00% | New | 13 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $4K |
| Sachetta, LLC | 0.00% | No change | 12 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 12 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 11 | $4K |
| Sierra Ocean, LLC | 0.00% | No change | 10 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $3K |
| Hughes Financial Services, LLC | 0.00% | New | 9 | $3K |
| True Wealth Design, LLC | 0.00% | Add +350.0% | 9 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +28.6% | 9 | $3K |
| First United Bank & Trust | 0.00% | New | 8 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -57.9% | 8 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.04% | New | 7 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 7 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 5 | $2K |
| Avion Wealth | 0.00% | No change | 7 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 6 | $2K |
| WASHINGTON TRUST Co | 0.00% | No change | 6 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 5 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Motco | 0.00% | New | 5 | $2K |
| Trust Co. of Vermont | 0.00% | No change | 5 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 4 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 4 | $1K |
| Bokf, NA | 0.00% | No change | 4 | $1K |
| Bellevue Asset Management, LLC | 0.00% | New | 4 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $981 |
| Rakuten Securities, Inc. | 0.00% | Add +200.0% | 3 | $981 |
| Winnacle Wealth LLC | 0.00% | Add +50.0% | 3 | $709 |
| WealthTrak Capital Management LLC | 0.00% | Add +100.0% | 2 | $655 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $655 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $655 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 2 | $655 |
| Manchester Capital Management LLC | 0.00% | Add +100.0% | 2 | $655 |
| Kestra Investment Management, LLC | 0.00% | Reduce -50.0% | 2 | $655 |
| Eq Wealth Advisors, LLC | 0.00% | New | 2 | $654 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $654 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $654 |
| Pacer Advisors, Inc. | 0.00% | No change | 2 | $654 |
| Abound Financial, LLC | 0.00% | New | 2 | $639 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $638 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $328 |
| Blume Capital Management, Inc. | 0.00% | New | 1 | $328 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1 | $328 |
| Activest Wealth Management | 0.00% | No change | 1 | $327 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $327 |
| Creative Financial Designs Inc. | 0.00% | Reduce -83.3% | 1 | $327 |
| American National Bank & Trust | 0.00% | New | 1 | $327 |
| Hantz Financial Services, Inc. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.