LPL Financial HoldingsLPLA
13F holders, Q2 2025 (June 30)801holders +13
115new positions
103sold out
11famous investors
$374.34avg. 13F price*
At the end of Q2 2025, 801 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 13 from Q1 2025. 115 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($1.8B) and Boston Partners ($1.4B). 11 famous investors held it, including Stephen Mandel (5.1% of Lone Pine Capital's portfolio), Dan Loeb (3.1% of Third Point's portfolio) and Tom Gayner (1.7% of Markel Group's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $305.6M |
| Exits | 103 | $598.1M |
All 13F filers, Q1 2025 → Q2 2025: 8,309,609 shares bought and 6,728,137 shares sold, net +1,581,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 801 holders
| Vanguard Group Inc. | 0.05% | Add +8.3% | 7,986,766 | $3.0B |
| BlackRock, Inc. | 0.03% | Add +1.7% | 4,832,797 | $1.8B |
| Boston Partners | 1.53% | Add +4.7% | 3,679,484 | $1.4B |
| Janus Henderson Group PLC | 0.57% | Add +0.4% | 3,077,677 | $1.2B |
| Dodge & Cox | 0.57% | Add +77.3% | 2,701,709 | $1.0B |
| Kayne Anderson Rudnick Investment Management LLC | 2.29% | Reduce -4.6% | 2,557,458 | $959.0M |
| FMR LLC | 0.05% | Reduce -22.5% | 2,454,474 | $920.4M |
| Massachusetts Financial Services Co. | 0.29% | Add +61.1% | 2,442,182 | $915.7M |
| Lone Pine Capital | 5.08% | Add +6.1% | 1,872,248 | $702.0M |
| State Street Corp. | 0.02% | Add +2.8% | 1,727,166 | $647.6M |
| Geode Capital Management, LLC | 0.05% | Add +10.5% | 1,724,962 | $645.1M |
| WCM Investment Management, LLC | 1.44% | Add +5.8% | 1,730,777 | $631.7M |
| Principal Financial Group Inc. | 0.32% | Add +53.8% | 1,596,944 | $598.8M |
| Jennison Associates LLC | 0.31% | Add +46.2% | 1,402,750 | $526.0M |
| Morgan Stanley | 0.03% | Add +14.0% | 1,373,997 | $515.2M |
| Samlyn Capital, LLC | 6.63% | Reduce -13.3% | 1,215,280 | $455.7M |
| Winslow Capital Management, LLC | 1.48% | Reduce -18.8% | 1,183,069 | $443.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -11.1% | 1,160,321 | $435.1M |
| Norges Bank | 0.05% | Add +15.6% | 1,072,919 | $402.3M |
| Bank of America Corp. | 0.03% | Add +4.2% | 962,076 | $360.7M |
| SurgoCap Partners LP | 12.67% | Reduce -2.8% | 881,405 | $330.5M |
| Raymond James Financial Inc. | 0.11% | Add +1.2% | 870,620 | $326.5M |
| Dimensional Fund Advisors LP | 0.07% | Add +2.5% | 863,989 | $323.9M |
| Egerton Capital (UK) LLP | 3.20% | Reduce -4.5% | 832,516 | $312.2M |
| Darlington Partners Capital Management, LP | 9.38% | Reduce -19.1% | 785,737 | $294.6M |
| Westfield Capital Management Co. LP | 1.23% | Reduce -5.8% | 782,232 | $293.3M |
| Agf Management Ltd. | 1.31% | Add +74.9% | 765,024 | $286.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +20.0% | 729,209 | $273.4M |
| Alliancebernstein L.P. | 0.09% | Reduce -7.6% | 701,419 | $263.0M |
| TD Asset Management Inc | 0.21% | Reduce -4.2% | 653,239 | $244.9M |
| Third Point | 3.12% | No change | 625,000 | $234.4M |
| Wells Fargo & Company | 0.05% | Add +1.0% | 602,020 | $225.7M |
| Clarkston Capital Partners, LLC | 4.77% | Reduce -11.2% | 598,782 | $224.5M |
| American Century Companies Inc. | 0.12% | Add +1.4% | 597,071 | $223.9M |
| Epoch Investment Partners, Inc. | 1.12% | Reduce -1.0% | 579,620 | $217.3M |
| Eminence Capital, LP | 3.05% | Add +5.4% | 551,592 | $206.8M |
| Invesco Ltd. | 0.04% | Add +444.8% | 551,579 | $206.8M |
| Markel Group | 1.73% | Add +1.0% | 544,604 | $204.2M |
| Northern Trust Corp. | 0.03% | Add +1.0% | 522,695 | $196.0M |
| Bank of New York Mellon Corp | 0.03% | Add +7.2% | 485,462 | $182.0M |
| Azora Capital LP | 8.01% | Add +6.8% | 472,352 | $177.1M |
| Fairview Capital Investment Management, LLC | 8.64% | Reduce -5.3% | 445,125 | $166.9M |
| First Pacific Advisors, LP | 2.42% | Reduce -3.1% | 443,503 | $166.3M |
| APG Asset Management N.V. | 0.48% | Add +97.3% | 507,593 | $162.1M |
| Sei Investments Co. | 0.18% | Add +10.6% | 419,290 | $157.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +7.3% | 412,678 | $154.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +9.6% | 388,129 | $145.5M |
| Palestra Capital Management LLC | 4.22% | Reduce -4.8% | 379,934 | $142.5M |
| Artisan Partners Limited Partnership | 0.21% | Reduce -5.7% | 367,426 | $137.8M |
| Southpoint Capital Advisors LP | 3.45% | Reduce -8.8% | 365,000 | $136.9M |
| Macquarie Group Ltd. | 0.16% | Add +15.3% | 342,742 | $128.5M |
| Wellington Management Group LLP | 0.02% | Reduce -50.0% | 329,616 | $123.6M |
| Legal & General Group Plc | 0.03% | Reduce -4.5% | 328,562 | $123.2M |
| Caisse de depot et placement du Quebec | 0.25% | Reduce -4.4% | 314,685 | $118.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +5.2% | 294,509 | $110.4M |
| Gilder Gagnon Howe & Co. LLC | 1.08% | Reduce -0.9% | 270,527 | $101.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -20.5% | 269,598 | $101.1M |
| Holocene Advisors, LP | 0.25% | Reduce -19.9% | 268,448 | $100.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.6% | 233,459 | $87.5M |
| Junto Capital Management LP | 1.85% | Reduce -41.4% | 232,846 | $87.3M |
| UBS Group AG | 0.02% | Add +9.9% | 231,096 | $86.7M |
| Baron Capital (BAMCO) | 0.23% | Add +34.6% | 222,479 | $83.4M |
| Royal Bank of Canada | 0.02% | Add +19.2% | 209,682 | $78.6M |
| Truist Financial Corp. | 0.11% | Add +1.4% | 208,262 | $78.1M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -15.9% | 198,459 | $74.4M |
| Stifel Financial Corp. | 0.07% | Add +5.8% | 198,139 | $74.3M |
| Man Group plc | 0.16% | Add +79.6% | 198,087 | $74.3M |
| Captrust Financial Advisors | 0.16% | Add +5.1% | 196,213 | $73.6M |
| Bridgewater Associates | 0.29% | Reduce -13.6% | 192,655 | $72.2M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +30.0% | 191,727 | $71.5M |
| Nuveen, LLC | 0.02% | Add +1.1% | 188,100 | $70.5M |
| Brown Brothers Harriman & Co. | 0.45% | Add +5.3% | 184,742 | $69.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +5.8% | 182,689 | $68.5M |
| Ghisallo Capital Management LLC | 1.74% | New | 173,500 | $65.1M |
| Franklin Resources Inc. | 0.02% | Reduce -2.4% | 163,317 | $61.2M |
| Employees Retirement System of Texas | 0.59% | Reduce -17.5% | 163,000 | $61.1M |
| Deutsche Bank AG | 0.02% | Add +2.0% | 161,900 | $60.7M |
| First Trust Advisors LP | 0.05% | Reduce -5.4% | 156,647 | $58.7M |
| Coronation Fund Managers Ltd. | 3.07% | Add +22.4% | 151,023 | $56.6M |
| Comerica Bank | 0.22% | Reduce -6.5% | 149,175 | $55.9M |
| California Public Employees Retirement System | 0.03% | Add +6.1% | 145,628 | $54.6M |
| Neuberger Berman Group LLC | 0.04% | Add +242.0% | 144,580 | $54.2M |
| Twinbeech Capital LP | 1.13% | New | 133,319 | $50.0M |
| LPL Financial LLC | 0.02% | Add +6.9% | 126,435 | $47.4M |
| D. E. Shaw & Co. | 0.05% | Reduce -30.2% | 124,354 | $46.6M |
| California State Teachers Retirement System | 0.05% | Add +3.7% | 117,846 | $44.2M |
| National Pension Service | 0.04% | Add +0.4% | 114,801 | $43.0M |
| Amundi | 0.01% | Add +15.1% | 114,003 | $42.9M |
| Focus Partners Advisor Solutions, LLC | 0.56% | Reduce -0.9% | 111,969 | $42.0M |
| Family Wealth Partners, LLC | 16.79% | Reduce -0.0% | 111,902 | $42.0M |
| Renaissance Technologies | 0.05% | Add +209.3% | 109,800 | $41.2M |
| Rhumbline Advisers | 0.03% | Add +4.5% | 105,798 | $39.7M |
| Danske Bank A/S | 0.10% | Reduce -21.5% | 102,569 | $38.5M |
| Aberdeen Group plc | 0.06% | Reduce -26.0% | 102,164 | $37.8M |
| Ensign Peak Advisors, Inc | 0.06% | Add +109.6% | 100,582 | $37.7M |
| Moore Capital Management, LP | 0.81% | Add +260.3% | 100,512 | $37.7M |
| Maverick Capital | 0.57% | Reduce -69.0% | 99,507 | $37.3M |
| Zurich Insurance Group Ltd | 0.29% | New | 99,455 | $37.3M |
| Artemis Investment Management LLP | 0.48% | Reduce -13.6% | 99,125 | $37.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +11.9% | 98,138 | $36.8M |
| Railway Pension Investments Ltd | 0.51% | Add +26.1% | 96,500 | $36.2M |
| Hudson Bay Capital Management LP | 0.26% | Reduce -63.5% | 92,076 | $34.5M |
| Millennium Management | 0.03% | Reduce -30.7% | 87,475 | $32.8M |
| Solel Partners LP | 5.68% | No change | 87,000 | $32.6M |
| Heron Bay Capital Management | 6.09% | Reduce -2.0% | 82,515 | $30.9M |
| Picton Mahoney Asset Management | 0.43% | Add +20.3% | 82,157 | $30.8M |
| Natixis Advisors, LLC | 0.05% | Add +31.8% | 79,617 | $29.9M |
| Shellback Capital, LP | 1.91% | New | 76,501 | $28.7M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +3.7% | 75,765 | $28.4M |
| Susquehanna Fundamental Investments, LLC | 0.75% | No change | 74,696 | $28.0M |
| Ceredex Value Advisors LLC | 0.58% | Reduce -23.8% | 71,550 | $26.8M |
| Burkehill Global Management, LP | 1.94% | Reduce -17.6% | 70,000 | $26.2M |
| Fort Washington Investment Advisors Inc. | 0.15% | Add +5.0% | 69,247 | $26.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +17.7% | 68,544 | $25.7M |
| Barclays PLC | 0.01% | Add +48.7% | 64,783 | $24.3M |
| Trillium Asset Management, LLC | 0.65% | Reduce -3.4% | 64,347 | $24.1M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -17.0% | 61,990 | $23.2M |
| New York State Common Retirement Fund | 0.03% | Add +2.9% | 58,908 | $22.1M |
| State of Wisconsin Investment Board | 0.05% | Add +39.3% | 58,489 | $21.9M |
| Korea Investment CORP | 0.05% | Reduce -5.6% | 56,731 | $21.3M |
| Foster Victor Wealth Advisors, LLC | 1.44% | Add +1.8% | 55,647 | $21.2M |
| Aviva PLC | 0.04% | Add +7.1% | 56,003 | $21.0M |
| Cookson Peirce & Co. Inc. | 0.91% | Add +1408.8% | 54,964 | $20.6M |
| Lynwood Price Capital Management LP | 10.07% | Add +2.9% | 54,000 | $20.2M |
| Freestone Grove Partners LP | 0.15% | New | 53,517 | $20.1M |
| GW&K Investment Management, LLC | 0.18% | Reduce -0.6% | 53,431 | $20.0M |
| Mawer Investment Management Ltd. | 0.10% | Reduce -3.5% | 52,984 | $19.9M |
| Royal London Asset Management Ltd. | 0.05% | Add +0.6% | 52,934 | $19.8M |
| Susquehanna International Group, LLP | 0.03% | Add +1.3% | 52,180 | $19.6M |
| Citigroup Inc. | 0.01% | Add +10.4% | 51,484 | $19.3M |
| SG Americas Securities, LLC | 0.08% | Add +616.8% | 50,083 | $18.8M |
| Seven Grand Managers, LLC | 2.25% | No change | 50,000 | $18.7M |
| Pictet Asset Management Holding SA | 0.02% | Add +5.7% | 49,182 | $18.4M |
| Winmill & Co. Inc. | 5.09% | No change | 48,860 | $18.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.4% | 47,053 | $17.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -42.5% | 45,985 | $17.2M |
| STRS Ohio | 0.06% | Add +966.6% | 44,339 | $16.6M |
| HSBC Holdings PLC | 0.01% | Reduce -26.1% | 44,468 | $16.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +29.9% | 43,418 | $16.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +487.6% | 42,763 | $16.0M |
| Voya Investment Management LLC | 0.02% | Add +21.9% | 42,329 | $15.9M |
| Thornburg Investment Management Inc. | 0.20% | Reduce -8.6% | 42,006 | $15.8M |
| Eisler Capital Management Ltd. | 0.53% | Reduce -44.4% | 41,385 | $15.5M |
| UMB Bank, n.a. | 0.24% | Add +0.1% | 41,177 | $15.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.20% | Reduce -16.8% | 41,058 | $15.4M |
| Engineers Gate Manager LP | 0.19% | Add +1191.6% | 40,932 | $15.3M |
| BNP Paribas Financial Markets | 0.01% | Add +2.4% | 39,914 | $15.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -9.2% | 39,760 | $14.9M |
| Corient Private Wealth LP | 0.02% | Reduce -4.3% | 37,843 | $14.2M |
| AQR Capital Management | 0.01% | Reduce -34.1% | 38,269 | $14.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +32.8% | 37,383 | $14.0M |
| Treasurer of the State of North Carolina | 0.04% | Add +9.3% | 37,221 | $14.0M |
| NewEdge Wealth, LLC | 0.21% | Reduce -9.2% | 36,473 | $13.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | Add +3.0% | 35,537 | $13.3M |
| Logan Capital Management Inc. | 0.60% | Reduce -14.2% | 34,545 | $13.0M |
| Pathstone Holdings, LLC | 0.05% | Reduce -9.8% | 33,208 | $12.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.12% | Reduce -48.0% | 32,395 | $12.1M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -28.9% | 32,000 | $12.0M |
| Icon Advisers Inc. | 2.70% | Reduce -0.6% | 31,288 | $11.7M |
| Asset Management One Co., Ltd. | 0.04% | Add +6.7% | 30,350 | $11.4M |
| Vestmark Advisory Solutions, Inc. | 0.16% | Reduce -29.2% | 30,301 | $11.4M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Add +8.7% | 29,900 | $11.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.6% | 29,855 | $11.2M |
| Burney Co./ | 0.38% | New | 29,837 | $11.2M |
| Kennedy Capital Management LLC | 0.27% | Reduce -17.7% | 29,780 | $11.2M |
| Reinhart Partners, Llc. | 0.38% | Reduce -8.9% | 29,716 | $11.1M |
| Quantinno Capital Management LP | 0.05% | Add +37.1% | 29,331 | $11.0M |
| Private Advisor Group, LLC | 0.06% | Add +8.9% | 29,081 | $10.9M |
| Thames Capital Management LLC | 2.46% | New | 28,954 | $10.9M |
| KLP Kapitalforvaltning As | 0.04% | Add +4.9% | 27,800 | $10.4M |
| Teca Partners, LP | 7.01% | Reduce -29.8% | 26,774 | $10.0M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +7.7% | 26,703 | $10.0M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +11.7% | 26,346 | $9.8M |
| ArrowMark Colorado Holdings LLC | 0.17% | Reduce -16.2% | 25,835 | $9.7M |
| Public Employees Retirement System of Ohio | 0.03% | Add +6.6% | 25,359 | $9.5M |
| Whittier Trust Co. | 0.11% | Add +2.9% | 25,076 | $9.4M |
| KWB Wealth | 1.13% | Add +0.0% | 28,441 | $9.3M |
| LBP Am SA | 0.13% | Add +11.8% | 24,571 | $9.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +8.4% | 24,353 | $9.1M |
| Brant Point Investment Management LLC | 2.06% | Add +4.1% | 24,115 | $9.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Add +1.0% | 23,994 | $9.0M |
| Channing Capital Management, LLC | 0.25% | Reduce -28.7% | 23,552 | $8.8M |
| Arizona State Retirement System | 0.05% | Add +8.0% | 23,347 | $8.8M |
| Teacher Retirement System of Texas | 0.04% | Reduce -24.4% | 23,270 | $8.7M |
| Bank of Montreal | 0.00% | Add +70.2% | 23,260 | $8.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +2.8% | 22,619 | $8.5M |
| Castleark Management LLC | 0.25% | Add +13.4% | 22,550 | $8.5M |
| Swedbank AB | 0.01% | No change | 22,487 | $8.4M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +14.9% | 22,153 | $8.3M |
| MML Investors Services, LLC | 0.02% | Add +3.2% | 20,737 | $7.8M |
| US Bancorp \de | 0.01% | Reduce -2.3% | 20,559 | $7.7M |
| Marshall Wace, LLP | 0.01% | Reduce -97.0% | 20,515 | $7.7M |
| Winthrop Advisory Group LLC | 0.74% | Reduce -1.1% | 20,354 | $7.6M |
| Atria Investments, Inc | 0.09% | Add +0.6% | 20,110 | $7.5M |
| Handelsbanken Fonder AB | 0.03% | Reduce -7.1% | 19,681 | $7.4M |
| Storebrand Asset Management As | 0.02% | Add +0.5% | 19,669 | $7.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +10.7% | 19,582 | $7.3M |
| 2Xideas AG | 1.26% | Reduce -32.1% | 19,439 | $7.3M |
| Illinois Municipal Retirement Fund | 0.10% | Add +9.5% | 19,434 | $7.3M |
| Argent Capital Management LLC | 0.21% | Reduce -0.1% | 19,229 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +3.7% | 19,083 | $7.2M |
| National Bank of Canada | 0.01% | Reduce -19.7% | 18,856 | $7.1M |
| Tocqueville Asset Management L.P. | 0.11% | New | 18,719 | $7.0M |
| Edgestream Partners, L.P. | 0.19% | Add +84.0% | 18,507 | $6.9M |
| Eagle Rock Investment Company, LLC | 1.07% | Reduce -0.2% | 18,022 | $6.8M |
| Swiss Life Asset Management Ltd | 0.04% | Add +75.6% | 17,956 | $6.7M |
| Strategic Global Advisors, LLC | 1.09% | Add +6.2% | 17,835 | $6.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +8.4% | 17,474 | $6.6M |
| IFM Investors Pty Ltd | 0.06% | Add +18.3% | 17,379 | $6.5M |
| Empowered Funds, LLC | 0.07% | Add +51.1% | 17,369 | $6.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -11.9% | 17,000 | $6.4M |
| Banco BTG Pactual S.A. | 1.26% | New | 16,507 | $6.2M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -87.4% | 16,446 | $6.2M |
| Forsta Ap-Fonden | 0.04% | Add +9.3% | 16,400 | $6.1M |
| Capital World Investors | 0.00% | Add +201.1% | 16,367 | $6.1M |
| Xponance LLC | 0.05% | Add +10.7% | 16,283 | $6.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +11.5% | 16,202 | $6.1M |
| SCS Capital Management LLC | 0.07% | Reduce -77.7% | 16,161 | $6.1M |
| Primecap Management Co. | 0.00% | No change | 16,000 | $6.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Reduce -1.1% | 15,731 | $5.9M |
| Silvant Capital Management LLC | 0.22% | No change | 15,701 | $5.9M |
| Commerce Bank | 0.03% | Reduce -3.0% | 15,156 | $5.7M |
| Sterling Capital Management LLC | 0.08% | Reduce -0.8% | 15,031 | $5.6M |
| ExodusPoint Capital Management, LP | 0.07% | New | 14,690 | $5.5M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -0.5% | 14,626 | $5.5M |
| Toronto Dominion Bank | 0.01% | Add +29.3% | 14,558 | $5.5M |
| KBC Group NV | 0.01% | Add +5.0% | 14,361 | $5.4M |
| DNB Asset Management AS | 0.02% | Add +3.9% | 14,350 | $5.4M |
| TD Private Client Wealth LLC | 0.13% | Add +18.0% | 14,234 | $5.3M |
| Iridian Asset Management LLC | 1.81% | Reduce -33.3% | 13,937 | $5.2M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Add +3.1% | 13,833 | $5.2M |
| &partners | 0.04% | Add +33.1% | 13,515 | $5.1M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -20.3% | 13,221 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +25.7% | 13,084 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +19.4% | 13,050 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.4% | 13,019 | $4.9M |
| Cibc World Market Inc. | 0.01% | Add +0.7% | 12,818 | $4.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +102.3% | 12,803 | $4.8M |
| Otter Creek Advisors, LLC | 3.57% | Add +17.0% | 12,693 | $4.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -12.1% | 12,581 | $4.7M |
| Utah Retirement Systems | 0.05% | Add +1.8% | 12,540 | $4.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +46.8% | 12,219 | $4.6M |
| Verition Fund Management LLC | 0.03% | Reduce -72.4% | 12,124 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +11.8% | 12,094 | $4.5M |
| Tobam | 1.72% | Reduce -28.0% | 11,753 | $4.4M |
| Mariner, LLC | 0.01% | Reduce -14.2% | 11,709 | $4.4M |
| Cornerstone Wealth Management, LLC | 0.26% | Reduce -7.9% | 11,468 | $4.3M |
| Genus Capital Management Inc. | 0.55% | Add +13.2% | 11,427 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +59.2% | 11,131 | $4.2M |
| Federated Hermes, Inc. | 0.01% | Reduce -19.0% | 10,971 | $4.1M |
| United Asset Strategies, Inc. | 0.35% | Reduce -1.6% | 10,849 | $4.1M |
| Anchor Investment Management, LLC | 0.34% | Add +6.0% | 10,358 | $3.9M |
| Blair William & Co. | 0.01% | Reduce -50.4% | 10,148 | $3.8M |
| Impax Asset Management Group plc | 0.02% | New | 10,072 | $3.8M |
| Retirement Capital Strategies | 1.49% | No change | 10,041 | $3.8M |
| Cerity Partners LLC | 0.01% | Reduce -17.5% | 10,011 | $3.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +6.9% | 9,940 | $3.7M |
| Kerusso Capital Management LLC | 2.26% | Add +95.7% | 9,737 | $3.7M |
| Greenleaf Trust | 0.03% | Reduce -1.1% | 9,287 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.4% | 9,009 | $3.5M |
| Cinctive Capital Management LP | 0.19% | Reduce -71.7% | 9,213 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +20.5% | 9,163 | $3.4M |
| Beacon Investment Advisors LLC | 1.47% | Add +0.1% | 9,343 | $3.4M |
| Oliver Luxxe Assets LLC | 0.61% | Add +0.7% | 9,085 | $3.4M |
| F/m Investments LLC | 0.12% | Add +5.5% | 9,046 | $3.4M |
| Banque Cantonale Vaudoise | 0.14% | Add +198.8% | 8,829 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.5% | 8,797 | $3.3M |
| Annex Advisory Services, LLC | 0.08% | Add +2.1% | 8,788 | $3.3M |
| Flynn Zito Capital Management, LLC | 1.36% | No change | 8,634 | $3.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -50.9% | 8,572 | $3.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +1.1% | 8,718 | $3.2M |
| OP Asset Management Ltd | 0.05% | Add +4.1% | 8,437 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -74.3% | 8,308 | $3.1M |
| Caldwell Trust Co | 0.31% | Reduce -0.6% | 8,138 | $3.1M |
| Diversified Trust Co. | 0.07% | Add +28.1% | 8,132 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.4% | 8,104 | $3.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +23.4% | 8,016 | $3.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Reduce -0.0% | 7,987 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | New | 7,948 | $3.0M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -79.8% | 7,732 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Add +5.3% | 7,614 | $2.9M |
| Hennessy Advisors Inc. | 0.10% | Reduce -2.6% | 7,600 | $2.8M |
| HM Payson & Co. | 0.04% | Reduce -1.0% | 7,561 | $2.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 7,468 | $2.8M |
| Stenger Family Office, LLC | 0.72% | — | 6,989 | $2.8M |
| Prudential PLC | 0.02% | Add +4.0% | 7,301 | $2.7M |
| Virtu Financial LLC | 0.14% | New | 7,272 | $2.7M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.04% | Reduce -79.2% | 7,232 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +30.0% | 7,211 | $2.7M |
| Creative Planning | 0.00% | Add +26.4% | 7,125 | $2.7M |
| Amalgamated Bank | 0.02% | Add +20.5% | 7,079 | $2.7M |
| Allworth Financial LP | 0.01% | Add +1232.4% | 7,075 | $2.7M |
| Catalyst Capital Advisors LLC | 0.05% | Add +309.9% | 7,010 | $2.6M |
| Coppell Advisory Solutions LLC | 0.31% | New | 7,102 | $2.6M |
| Candriam S.C.A. | 0.01% | Add +8.4% | 6,871 | $2.6M |
| CGN Advisors LLC | 0.23% | Add +1.9% | 6,844 | $2.6M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -2.4% | 6,840 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -0.4% | 6,691 | $2.5M |
| Laurion Capital Management LP | 0.30% | Reduce -68.9% | 6,646 | $2.5M |
| Integrated Investment Consultants, LLC | 0.49% | Reduce -7.4% | 6,643 | $2.5M |
| James Investment Research, Inc. | 0.29% | Add +1.4% | 6,595 | $2.5M |
| Nordea Investment Management AB | 0.00% | Add +3.9% | 6,686 | $2.5M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -1.1% | 6,584 | $2.5M |
| Tredje AP-fonden | 0.02% | Add +10.0% | 6,541 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.9% | 6,476 | $2.4M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.07% | Reduce -69.8% | 6,447 | $2.4M |
| Ethic Inc. | 0.04% | Add +20.6% | 6,612 | $2.4M |
| King Luther Capital Management Corp. | 0.01% | Reduce -7.2% | 6,366 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 6,059 | $2.3M |
| Sterling Group Wealth Management, LLC | 1.24% | Reduce -8.7% | 5,967 | $2.2M |
| Generali Asset Management SPA SGR | 0.05% | New | 5,955 | $2.2M |
| Townsquare Capital LLC | 0.22% | Reduce -66.5% | 5,930 | $2.2M |
| EFG Asset Management (North America) Corp. | 0.31% | Add +95.7% | 5,921 | $2.2M |
| Jackson Wealth Management, LLC | 0.24% | New | 5,921 | $2.2M |
| Gradient Investments LLC | 0.04% | Reduce -9.2% | 5,885 | $2.2M |
| Avanza Fonder AB | 0.06% | No change | 5,607 | $2.1M |
| VestGen Advisors, LLC | 0.08% | Add +6.5% | 5,519 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.17% | New | 5,492 | $2.1M |
| Dynasty Wealth Management, LLC | 0.03% | Reduce -14.2% | 5,435 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 5,424 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +232.9% | 5,356 | $2.0M |
| Northwest & Ethical Investments L.P. | 0.05% | Add +19.7% | 5,460 | $2.0M |
| Yorktown Management & Research Co Inc | 1.89% | No change | 5,290 | $2.0M |
| Knollwood Investment Advisory, LLC | 0.19% | No change | 5,275 | $2.0M |
| TT International Asset Management LTD | 0.37% | Reduce -57.2% | 5,122 | $1.9M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -16.2% | 5,075 | $1.9M |
| Kentucky Retirement Systems | 0.06% | Reduce -0.3% | 5,069 | $1.9M |
| Gabelli Funds LLC | 0.01% | Reduce -8.4% | 5,021 | $1.9M |
| Future Fund LLC | 0.84% | Add +7.6% | 5,004 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Add +12.1% | 4,968 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +8.2% | 4,955 | $1.9M |
| Paradigm Asset Management Co. LLC | 0.44% | New | 4,800 | $1.8M |
| Jain Global LLC | 0.03% | New | 4,792 | $1.8M |
| M&T Bank Corp | 0.01% | Add +1.8% | 4,788 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.24% | New | 4,766 | $1.8M |
| Shepherd Financial Partners LLC | 0.19% | No change | 4,755 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +287.0% | 4,748 | $1.8M |
| Pitcairn Co. | 0.12% | Reduce -18.1% | 4,728 | $1.8M |
| EFG Asset Management (Americas) Corp. | 0.32% | Add +92.8% | 4,638 | $1.7M |
| Fulton Bank, N.A. | 0.06% | Add +10.0% | 4,583 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +60.3% | 4,576 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.0% | 4,521 | $1.7M |
| WINTON GROUP Ltd | 0.08% | New | 4,428 | $1.7M |
| Magnetar Financial LLC | 0.01% | New | 4,421 | $1.7M |
| Sheets Smith Investment Management | 1.43% | New | 4,330 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -19.2% | 4,317 | $1.6M |
| Focus Partners Wealth | 0.00% | Reduce -1.8% | 4,280 | $1.6M |
| Gulf International Bank (UK) Ltd | 0.06% | No change | 4,265 | $1.6M |
| Prana Capital Management, LP | 0.06% | New | 4,197 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +0.5% | 4,163 | $1.6M |
| Intech Investment Management LLC | 0.01% | Reduce -5.3% | 4,133 | $1.5M |
| Castle Hook Partners LP | 0.02% | New | 4,046 | $1.5M |
| Choreo, LLC | 0.02% | Add +18.8% | 4,039 | $1.5M |
| Callan Family Office, LLC | 0.05% | New | 4,037 | $1.5M |
| Catalyst Funds Management Pty Ltd | 0.41% | New | 4,000 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Add +11.3% | 3,873 | $1.5M |
| Crawford Investment Counsel Inc. | 0.03% | Reduce -22.3% | 3,849 | $1.4M |
| Mgo One Seven LLC | 0.05% | New | 3,814 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.8% | 3,791 | $1.4M |
| Independent Advisor Alliance | 0.04% | Add +1.4% | 3,775 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -67.3% | 3,723 | $1.4M |
| Merit Financial Group, LLC | 0.02% | Add +11.4% | 3,721 | $1.4M |
| LVW Advisors, LLC | 0.16% | Reduce -5.5% | 3,705 | $1.4M |
| Inceptionr LLC | 0.31% | New | 3,613 | $1.4M |
| Sumitomo Life Insurance Co. | 0.09% | Reduce -5.5% | 3,606 | $1.4M |
| Gateway Investment Advisers LLC | 0.01% | Add +10.6% | 3,515 | $1.3M |
| Central Pacific Bank - Trust Division | 0.17% | Add +45.5% | 3,487 | $1.3M |
| Aureus Asset Management, LLC | 0.08% | No change | 3,473 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.4% | 3,406 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.2% | 3,356 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +12.8% | 3,355 | $1.3M |
| Bessemer Group Inc. | 0.00% | Add +27.2% | 3,331 | $1.2M |
| Cibc World Markets Corp. | 0.01% | Reduce -2.3% | 3,330 | $1.2M |
| Fiduciary Trust Co | 0.02% | Add +36.5% | 3,325 | $1.2M |
| Jump Financial, LLC | 0.02% | Add +227.1% | 3,300 | $1.2M |
| Meeder Asset Management Inc. | 0.08% | Add +2816.8% | 3,296 | $1.2M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | Add +3.5% | 3,294 | $1.2M |
| Quantbot Technologies LP | 0.03% | New | 3,241 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Reduce -5.4% | 3,236 | $1.2M |
| SkyView Investment Advisors, LLC | 0.17% | Add +2.5% | 3,257 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +16.0% | 3,145 | $1.2M |
| Shelton Wealth Management, LLC | 0.59% | Add +3.0% | 3,129 | $1.2M |
| Shell Asset Management Co. | 0.04% | Add +136.9% | 3,103 | $1.2M |
| ASR Vermogensbeheer N.V. | 0.01% | Add +44.9% | 3,089 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 3,064 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +30.3% | 3,048 | $1.1M |
| Machina Capital S.A.S. | 0.23% | Add +54.3% | 2,999 | $1.1M |
| Wolverine Trading, LLC | 0.03% | Reduce -67.9% | 3,076 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.0% | 2,957 | $1.1M |
| MAI Capital Management | 0.01% | Add +2.9% | 2,953 | $1.1M |
| Schroder Investment Management Group | 0.00% | Reduce -17.6% | 2,906 | $1.1M |
| Bayesian Capital Management, LP | 0.17% | New | 2,900 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -0.3% | 2,890 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +6.7% | 2,880 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -26.0% | 2,858 | $1.1M |
| Impact Capital Partners LLC | 0.35% | Reduce -3.1% | 2,850 | $1.1M |
| Gsa Capital Partners LLP | 0.07% | New | 2,838 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Reduce -92.7% | 2,796 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Reduce -5.1% | 2,777 | $1.0M |
| OV Management LLC | 0.87% | Reduce -60.3% | 2,777 | $1.0M |
| Investment Management Corp of Ontario | 0.01% | Reduce -6.8% | 2,747 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +138.9% | 2,745 | $1.0M |
| Friedenthal Financial | 0.55% | Reduce -7.9% | 2,674 | $1.0M |
| Moran Wealth Management, LLC | 0.03% | Add +1.4% | 2,648 | $993K |
| Praxis Investment Management Inc. | 0.06% | No change | 2,640 | $990K |
| Ostrum Asset Management | 0.05% | Reduce -2.8% | 2,612 | $979K |
| PEAK6 LLC | 0.03% | Reduce -37.2% | 2,595 | $973K |
| Versor Investments LP | 0.17% | Reduce -40.4% | 2,576 | $966K |
| Mutual of America Capital Management LLC | 0.01% | No change | 2,571 | $964K |
| Tran Capital Management, L.P. | 0.11% | New | 2,554 | $958K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.8% | 2,514 | $943K |
| Garrett Wealth Advisory Group, LLC | 0.20% | No change | 2,500 | $937K |
| Maltese Capital Management LLC | 0.13% | Add +400.0% | 2,500 | $937K |
| Avior Wealth Management, LLC | 0.03% | Reduce -13.5% | 2,497 | $936K |
| Lido Advisors, LLC | 0.00% | Add +40.0% | 2,484 | $932K |
| Ritholtz Wealth Management | 0.02% | Add +0.2% | 2,481 | $930K |
| HighPoint Advisor Group LLC | 0.05% | Add +3.8% | 2,462 | $923K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +33.1% | 2,418 | $907K |
| Vident Advisory, LLC | 0.01% | Reduce -12.4% | 2,409 | $903K |
| Harbour Investments, Inc. | 0.02% | Add +26533.3% | 2,397 | $899K |
| Assenagon Asset Management S.A. | 0.00% | Add +6.6% | 2,387 | $895K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.9% | 2,410 | $880K |
| Retireful, LLC | 0.60% | Reduce -36.6% | 2,334 | $875K |
| Hunting Hill Global Capital, LLC | 0.47% | Add +22.9% | 2,300 | $862K |
| Encompass More Asset Management | 0.20% | New | 2,279 | $855K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $851K |
| Greenline Partners, LLC | 0.11% | No change | 2,266 | $850K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.5% | 2,255 | $846K |
| Root Financial Partners, LLC | 0.08% | Add +2.2% | 2,249 | $843K |
| Tidal Investments LLC | 0.01% | Reduce -63.0% | 2,219 | $832K |
| Everpar Advisors LLC | 0.38% | Reduce -0.5% | 2,201 | $825K |
| Oxford Asset Management LLP | 0.27% | New | 2,196 | $823K |
| Gibbs Wealth Management | 0.16% | Add +0.6% | 2,152 | $807K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -0.6% | 2,151 | $807K |
| Axxcess Wealth Management, LLC | 0.02% | Add +1.2% | 2,150 | $806K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -35.7% | 2,140 | $802K |
| Vise Technologies, Inc. | 0.03% | — | 2,121 | $795K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.8% | 2,120 | $795K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,100 | $787K |
| Lanark Financial, Inc. | 0.06% | Reduce -2.3% | 2,080 | $779K |
| DAVENPORT & Co LLC | 0.00% | Add +8.2% | 2,075 | $778K |
| Principal Securities, Inc. | 0.01% | Add +96.5% | 2,065 | $774K |
| Heritage Family Offices, LLP | 0.39% | No change | 2,269 | $764K |
| Spire Wealth Management | 0.03% | Add +1052.3% | 2,005 | $752K |
| WJ Wealth Management, LLC | 0.24% | No change | 2,000 | $750K |
| Emerald Advisers, LLC | 0.03% | Add +79.0% | 2,000 | $750K |
| XML Financial, LLC | 0.07% | Reduce -1.2% | 1,996 | $749K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -11.9% | 1,995 | $748K |
| QRG Capital Management, Inc. | 0.01% | Add +5.1% | 1,935 | $725K |
| Applied Finance Capital Management, LLC | 0.05% | Add +2.1% | 1,885 | $707K |
| Scott Marsh Financial, LLC | 0.26% | — | 1,882 | $706K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -8.2% | 1,854 | $695K |
| Cwm, LLC | 0.00% | Reduce -33.5% | 1,846 | $692K |
| Advisors Asset Management, Inc. | 0.01% | Add +21.9% | 1,842 | $691K |
| Sheets Smith Wealth Management | 0.08% | New | 1,820 | $682K |
| Yousif Capital Management, LLC | 0.01% | Add +0.3% | 1,803 | $676K |
| Dark Forest Capital Management LP | 0.03% | New | 1,793 | $672K |
| Cresset Asset Management, LLC | 0.00% | Add +122.6% | 1,790 | $671K |
| CoreCap Advisors, LLC | 0.03% | Add +958.0% | 1,788 | $671K |
| Wealth Alliance, LLC | 0.07% | Add +3.7% | 1,716 | $643K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.2% | 1,697 | $636K |
| Advisor OS, LLC | 0.06% | Reduce -4.6% | 1,696 | $636K |
| Stephens Inc. | 0.01% | Reduce -24.9% | 1,696 | $636K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -19.3% | 1,693 | $635K |
| Sanchez Wealth Management Group | 0.15% | Add +0.1% | 1,689 | $633K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +25.6% | 1,672 | $627K |
| Magnolia Private Wealth, LLC | 0.48% | Add +2.0% | 1,662 | $623K |
| Apollon Wealth Management, LLC | 0.01% | Add +30.9% | 1,658 | $622K |
| Old National Bancorp | 0.01% | Add +16.3% | 1,656 | $621K |
| Wedmont Private Capital | 0.03% | Add +1.2% | 1,625 | $619K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.2% | 1,640 | $615K |
| Hamilton Capital Partners Inc. | 0.03% | No change | 1,634 | $613K |
| Qsemble Capital Management, LP | 0.06% | New | 1,624 | $609K |
| SummitTX Capital, L.P. | 0.03% | Reduce -75.7% | 1,606 | $602K |
| Arkadios Wealth Advisors | 0.02% | Add +62.4% | 1,601 | $601K |
| Capula Management Ltd | 0.01% | New | 1,600 | $600K |
| Moneco Advisors, LLC | 0.06% | Reduce -14.4% | 1,585 | $594K |
| Potentia Wealth | 0.34% | No change | 1,578 | $592K |
| Pennsylvania Capital Management Inc. | 0.19% | No change | 1,572 | $589K |
| World Equity Group, Inc. | 0.16% | Add +87.2% | 1,552 | $582K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 1,550 | $581K |
| Riverpoint Wealth Management Holdings, LLC | 0.14% | Add +0.1% | 1,543 | $579K |
| DGS Capital Management, LLC | 0.12% | Add +14.4% | 1,538 | $577K |
| Okabena Investment Services Inc. | 0.13% | Reduce -11.9% | 1,533 | $575K |
| Benjamin Edwards Inc. | 0.01% | Add +102.2% | 1,494 | $560K |
| Pettee Investors, Inc. | 0.33% | New | 1,490 | $559K |
| Yarbrough Capital, LLC | 0.02% | Reduce -55.9% | 1,481 | $555K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -54.9% | 1,473 | $552K |
| Assetmark, Inc. | 0.00% | Add +19.4% | 1,465 | $549K |
| Thrive Wealth Management, LLC | 0.09% | Add +4.0% | 1,460 | $547K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 1,451 | $544K |
| Signaturefd, LLC | 0.01% | Reduce -7.2% | 1,441 | $540K |
| Globeflex Capital L P | 0.04% | No change | 1,420 | $532K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +5.7% | 1,414 | $530K |
| Scientech Research LLC | 0.13% | New | 1,413 | $530K |
| J.Safra Asset Management Corp | 0.04% | Add +14.1% | 1,408 | $528K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +0.3% | 1,400 | $525K |
| World Investment Advisors | 0.01% | New | 1,400 | $525K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -12.5% | 1,400 | $525K |
| Spahn Wealth & Retirement LLC | 0.33% | No change | 1,386 | $520K |
| Legacy Financial Group LLC | 0.07% | Add +1.1% | 1,381 | $518K |
| Blue Trust, Inc. | 0.01% | Add +20.9% | 1,375 | $516K |
| Good Life Advisors, LLC | 0.03% | Add +38.7% | 1,370 | $514K |
| State of Wyoming | 0.06% | New | 1,263 | $474K |
| Cynosure Group, LLC | 0.05% | Add +25.1% | 1,257 | $471K |
| Keybank National Association | 0.00% | Add +31.9% | 1,252 | $469K |
| R Squared Ltd | 0.26% | Add +99.5% | 1,237 | $464K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -23.6% | 1,233 | $462K |
| Peak Financial Advisors LLC | 0.24% | New | 1,232 | $462K |
| Insigneo Advisory Services, LLC | 0.04% | Add +3.2% | 1,231 | $461K |
| Cetera Trust Company, N.A | 0.27% | Add +4.8% | 1,210 | $454K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +0.6% | 1,207 | $453K |
| Impact Investors, Inc | 0.32% | Reduce -0.2% | 1,203 | $451K |
| Blueshift Asset Management, LLC | 0.14% | New | 1,202 | $451K |
| Brighton Jones LLC | 0.01% | Reduce -0.9% | 1,199 | $450K |
| Bridges Investment Management Inc. | 0.01% | Add +0.8% | 1,195 | $448K |
| SFG Wealth Management, LLC. | 0.27% | Reduce -4.2% | 1,186 | $445K |
| AXA S.A. | 0.00% | Add +13.6% | 1,178 | $442K |
| Panagora Asset Management Inc. | 0.00% | Reduce -1.9% | 1,150 | $431K |
| Readystate Asset Management LP | 0.03% | New | 1,149 | $431K |
| Baader Bank Aktiengesellschaft | 0.04% | Add +58.2% | 1,144 | $428K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 1,137 | $426K |
| Summit Investment Advisors, Inc. | 0.35% | No change | 1,147 | $424K |
| CW Advisors, LLC | 0.00% | New | 1,121 | $420K |
| Siemens Fonds Invest GmbH | 0.02% | Add +30.4% | 1,120 | $420K |
| denkapparat Operations GmbH | 0.33% | Reduce -4.3% | 1,118 | $419K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 1,111 | $417K |
| Bullseye Asset Management LLC | 0.21% | Reduce -91.0% | 1,108 | $415K |
| CI Investments Inc. | 0.00% | Add +4.1% | 1,107 | $415K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -29.8% | 1,101 | $413K |
| RiverGlades Family Offices LLC | 0.27% | No change | 1,100 | $412K |
| GMO | 0.00% | New | 1,100 | $412K |
| Gilbert & Cook, Inc. | 0.06% | Add +38.3% | 1,094 | $410K |
| Lifestyle Asset Management, Inc. | 0.19% | Add +10.3% | 1,082 | $406K |
| Sherbrooke Park Advisers LLC | 0.17% | New | 1,053 | $395K |
| Ballentine Partners, LLC | 0.01% | New | 1,038 | $389K |
| Forum Financial Management, LP | 0.01% | Add +0.4% | 1,016 | $381K |
| DE Burlo Group Inc. | 0.05% | No change | 1,000 | $375K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.8% | 982 | $368K |
| Perigon Wealth Management, LLC | 0.01% | Add +23.0% | 979 | $367K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,000 | $365K |
| Mfa Wealth Advisors, LLC | 0.09% | No change | 969 | $363K |
| IFP Advisors, Inc | 0.01% | Add +214.0% | 719 | $363K |
| V-Square Quantitative Management LLC | 0.05% | Add +1.3% | 968 | $363K |
| Camden National Bank | 0.05% | Add +3.1% | 967 | $363K |
| Metis Global Partners, LLC | 0.01% | Reduce -26.9% | 959 | $360K |
| Portside Wealth Group, LLC | 0.05% | Reduce -14.8% | 946 | $355K |
| One Wealth Advisors, LLC | 0.05% | Add +2.6% | 939 | $352K |
| Dakota Wealth Management | 0.01% | Reduce -0.3% | 937 | $351K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.9% | 935 | $351K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -5.2% | 924 | $347K |
| Tyler-Stone Wealth Management | 0.06% | Add +4.7% | 918 | $344K |
| Mather Group, Llc. | 0.00% | Reduce -0.3% | 916 | $343K |
| Farringdon Capital, Ltd. | 0.11% | New | 911 | $342K |
| Fidelis Capital Partners, LLC | 0.03% | Add +12.8% | 897 | $340K |
| Ellevest, Inc. | 0.05% | New | 906 | $340K |
| Petrus Trust Company, LTA | 0.04% | Reduce -56.5% | 902 | $338K |
| Board of the Pension Protection Fund | 0.36% | New | 900 | $337K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -56.0% | 881 | $330K |
| Tsfg, LLC | 0.06% | Add +0.1% | 865 | $324K |
| Curi Capital, LLC | 0.01% | New | 858 | $322K |
| Raiffeisen Bank International AG | 0.00% | Reduce -8.0% | 885 | $319K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 844 | $316K |
| Natixis | 0.00% | Add +74.7% | 844 | $316K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 843 | $316K |
| Quent Capital, LLC | 0.03% | Reduce -2.7% | 843 | $316K |
| Vontobel Holding Ltd. | 0.00% | Reduce -56.3% | 843 | $316K |
| Net Worth Advisory Group | 0.07% | Reduce -38.4% | 833 | $312K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -13.0% | 835 | $311K |
| IFG Advisory, LLC | 0.02% | Reduce -0.4% | 810 | $304K |
| Perennial Investment Advisors, LLC | 0.03% | Add +4.0% | 804 | $302K |
| CTC Alternative Strategies, Ltd. | 0.26% | New | 800 | $300K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +0.3% | 798 | $299K |
| Cigna Investments Inc. | 0.05% | Add +5.4% | 786 | $295K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.8% | 785 | $294K |
| Archer Investment Corp | 0.07% | Reduce -33.4% | 779 | $292K |
| Global Retirement Partners, LLC | 0.01% | — | 770 | $289K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -0.4% | 768 | $288K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 760 | $285K |
| Intrust Bank NA | 0.02% | Reduce -4.0% | 747 | $280K |
| Ieq Capital, LLC | 0.00% | Reduce -80.0% | 746 | $280K |
| Waddell & Associates, LLC | 0.03% | No change | 746 | $280K |
| Jones Financial Companies LLLP | 0.00% | Add +153.0% | 754 | $275K |
| Baker Tilly Wealth Management, LLC | 0.10% | New | 730 | $274K |
| Walleye Capital LLC | 0.00% | Reduce -94.8% | 727 | $273K |
| Tranquility Partners, LLC | 0.10% | New | 721 | $270K |
| Berger Financial Group, Inc | 0.02% | Reduce -8.5% | 718 | $269K |
| USA Financial Formulas | 0.05% | New | 716 | $268K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 714 | $268K |
| Voleon Capital Management LP | 0.01% | Reduce -94.6% | 708 | $265K |
| One Day In July LLC | 0.02% | No change | 702 | $263K |
| WoodTrust Financial Corp | 0.03% | No change | 702 | $263K |
| PUREfi Wealth, LLC | 0.21% | Add +11.7% | 699 | $262K |
| WealthCare Investment Partners, LLC | 0.09% | New | 678 | $260K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -14.5% | 694 | $260K |
| Natural Investments, LLC | 0.07% | Add +7.4% | 695 | $260K |
| OneAscent Financial Services LLC | 0.02% | No change | 696 | $260K |
| Summit Financial, LLC | 0.01% | New | 688 | $258K |
| Stratos Investment Management, LLC | 0.01% | Add +1.6% | 686 | $257K |
| Boston Trust Walden Corp | 0.00% | New | 680 | $255K |
| Financial Advocates Investment Management | 0.02% | Reduce -23.3% | 672 | $252K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -6.8% | 669 | $251K |
| AlphaQuest LLC | 0.02% | Add +0.1% | 668 | $250K |
| Genesis Private Wealth, LLC | 0.12% | New | 667 | $250K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -94.2% | 666 | $250K |
| Jacobi Capital Management LLC | 0.02% | Reduce -4.0% | 664 | $249K |
| Birch Financial Group, LLC | 0.20% | Add +0.5% | 663 | $249K |
| Stevens Capital Management LP | 0.07% | Reduce -33.4% | 660 | $247K |
| GeoWealth Management, LLC | 0.01% | Add +7.0% | 655 | $246K |
| Horizon Wealth Management, LLC | 0.04% | Reduce -3.0% | 655 | $246K |
| Marks Group Wealth Management, Inc | 0.02% | New | 651 | $244K |
| Drive Wealth Management, LLC | 0.05% | Add +1.9% | 650 | $244K |
| WP Advisors, LLC | 0.07% | Reduce -5.7% | 642 | $241K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 636 | $238K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -29.4% | 627 | $235K |
| RIA Advisory Group LLC | 0.07% | New | 626 | $235K |
| Meadow Creek Wealth Advisors LLC | 0.16% | New | 625 | $234K |
| Syon Capital LLC | 0.02% | New | 625 | $234K |
| Eagle Bay Advisors LLC | 0.19% | Reduce -0.3% | 622 | $233K |
| GAMMA Investing LLC | 0.01% | Add +30.5% | 621 | $233K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -84.9% | 620 | $232K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 600 | $225K |
| Rehmann Capital Advisory Group | 0.01% | New | 598 | $224K |
| LRI Investments, LLC | 0.02% | Add +3.6% | 598 | $224K |
| Abn Amro Investment Solutions | 0.00% | New | 597 | $224K |
| GC Wealth Management RIA, LLC | 0.02% | New | 595 | $223K |
| Goldstein Advisors, LLC | 0.03% | New | 593 | $222K |
| Personal Cfo Solutions, LLC | 0.04% | New | 593 | $222K |
| Advisory Services Network, LLC | 0.00% | Reduce -19.3% | 560 | $222K |
| Left Brain Wealth Management, LLC | 0.08% | New | 591 | $222K |
| Everett Harris & Co. | 0.00% | New | 591 | $222K |
| Kingsview Wealth Management, LLC | 0.00% | New | 583 | $219K |
| Nomura Holdings Inc. | 0.00% | New | 582 | $218K |
| Security Financial Services, INC. | 0.04% | Reduce -11.8% | 581 | $218K |
| WealthPLAN Partners, LLC | 0.03% | New | 578 | $217K |
| Colonial Trust Co / SC | 0.03% | Add +3.6% | 575 | $216K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | New | 573 | $215K |
| United Community Bank | 0.07% | Add +0.9% | 570 | $214K |
| Cercano Management LLC | 0.01% | New | 570 | $214K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 570 | $214K |
| Norden Group LLC | 0.02% | Reduce -13.2% | 567 | $213K |
| O'Brien Wealth Partners LLC | 0.03% | New | 566 | $212K |
| CFO4Life Group, LLC | 0.03% | New | 565 | $212K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 564 | $211K |
| Wesbanco Bank Inc. | 0.01% | New | 560 | $210K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -15.1% | 555 | $208K |
| FIL Ltd | 0.00% | Add +219.8% | 550 | $206K |
| Huntington National Bank | 0.00% | Add +135.3% | 546 | $205K |
| Great Diamond Partners, LLC | 0.04% | Reduce -11.1% | 546 | $205K |
| Waverly Advisors, LLC | 0.00% | New | 543 | $204K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 535 | $201K |
| First Horizon Advisors, Inc. | 0.01% | Add +25.8% | 531 | $199K |
| Traub Capital Management LLC | 0.17% | — | 501 | $188K |
| Golden State Wealth Management, LLC | 0.02% | No change | 500 | $187K |
| Whipplewood Advisors, LLC | 0.10% | Add +3.8% | 495 | $186K |
| Elgethun Capital Management | 0.04% | No change | 493 | $185K |
| WPG Advisers, LLC | 0.15% | Reduce -4.7% | 486 | $182K |
| Penserra Capital Management LLC | 0.00% | Add +21.1% | 431 | $161K |
| Fifth Third Bancorp | 0.00% | Reduce -35.0% | 428 | $160K |
| Neo Ivy Capital Management | 0.05% | New | 408 | $153K |
| Gables Capital Management Inc. | 0.07% | No change | 400 | $150K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.1% | 370 | $139K |
| CENTRAL TRUST Co | 0.00% | No change | 357 | $134K |
| Smallwood Wealth Investment Management, LLC | 0.07% | Add +1.3% | 316 | $118K |
| Arlington Trust Co LLC | 0.02% | No change | 315 | $118K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +9.8% | 301 | $113K |
| NBT Bank, N.A. | 0.01% | No change | 296 | $111K |
| Covestor Ltd | 0.06% | Add +64.4% | 263 | $99K |
| Ossiam | 0.00% | New | 263 | $99K |
| Compass Financial Services Inc | 0.04% | Add +7.0% | 245 | $92K |
| Versant Capital Management, Inc | 0.01% | Add +34.8% | 244 | $91K |
| Ameliora Wealth Management Ltd. | 0.03% | Reduce -19.7% | 265 | $90K |
| Brooklyn Investment Group | 0.01% | Add +3.7% | 226 | $85K |
| Leonteq Securities AG | 0.00% | Reduce -37.6% | 216 | $81K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +83.5% | 211 | $79K |
| Washington Trust Advisors, Inc. | 0.01% | Add +7.6% | 199 | $75K |
| TD Waterhouse Canada Inc. | 0.00% | Add +348.8% | 193 | $72K |
| Arax Advisory Partners | 0.00% | Add +3.8% | 191 | $72K |
| Harbor Asset Planning, Inc. | 0.07% | — | 187 | $70K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $68K |
| Atlantic Union Bankshares Corp | 0.00% | New | 175 | $66K |
| Smithfield Trust Co | 0.00% | Add +29.4% | 154 | $58K |
| Capital Analysts, LLC | 0.00% | Add +5.2% | 142 | $53K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -2.8% | 140 | $52K |
| Clark Wealth Partners | 0.04% | No change | 140 | $52K |
| Graney & King, LLC | 0.04% | Add +49.5% | 139 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -58.4% | 142 | $52K |
| MCF Advisors LLC | 0.00% | No change | 138 | $52K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -1.5% | 135 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.2% | 123 | $46K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +84.6% | 120 | $45K |
| Private Trust Co. NA | 0.00% | Add +7.2% | 104 | $39K |
| TCTC Holdings, LLC | 0.00% | No change | 104 | $39K |
| Clearstead Advisors, LLC | 0.00% | Reduce -13.3% | 104 | $39K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -94.2% | 101 | $38K |
| Boreal Capital Management LLC | 0.04% | — | 100 | $37K |
| Maseco LLP | 0.00% | — | 91 | $34K |
| Bayforest Capital Ltd | 0.01% | New | 90 | $34K |
| Tidemark, LLC | 0.01% | Add +320.0% | 84 | $32K |
| IAG Wealth Partners, LLC | 0.00% | No change | 84 | $31K |
| Alpine Bank Wealth Management | 0.00% | Reduce -64.7% | 82 | $31K |
| SBI Securities Co., Ltd. | 0.00% | Add +116.2% | 80 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -21.0% | 79 | $30K |
| Binnacle Investments Inc | 0.02% | Reduce -3.8% | 77 | $29K |
| Bellwether Advisors, LLC | 0.00% | New | 74 | $28K |
| Osterweis Capital Management Inc. | 0.00% | New | 70 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.5% | 67 | $25K |
| Hemington Wealth Management | 0.00% | Add +1.5% | 68 | $25K |
| Millstone Evans Group, LLC | 0.02% | Reduce -26.4% | 64 | $24K |
| Group One Trading LLC | 0.00% | New | 64 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 63 | $24K |
| Larson Financial Group LLC | 0.00% | Add +93.8% | 62 | $23K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.0% | 61 | $23K |
| CVA Family Office, LLC | 0.00% | Add +48.8% | 61 | $23K |
| 2UniFi Bank | 0.01% | Reduce -7.8% | 59 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 54 | $20K |
| WealthCollab, LLC | 0.01% | No change | 50 | $19K |
| Eastern Bank | 0.00% | No change | 50 | $19K |
| Private Wealth Management Group, LLC | 0.01% | No change | 49 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 48 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -61.8% | 47 | $18K |
| Wolff Wiese Magana LLC | 0.01% | No change | 42 | $16K |
| Park Place Capital Corp | 0.00% | Reduce -22.2% | 42 | $16K |
| Montag A & Associates Inc. | 0.00% | New | 37 | $14K |
| SouthState Bank Corp | 0.00% | Reduce -7.7% | 36 | $13K |
| High Note Wealth, LLC | 0.00% | No change | 34 | $13K |
| Clearstead Trust, LLC | 0.00% | Add +138.5% | 31 | $12K |
| Citizens National Bank Trust Department | 0.00% | No change | 31 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 30 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +100.0% | 30 | $11K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -65.5% | 30 | $11K |
| Operose Advisors LLC | 0.00% | No change | 27 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -28.9% | 27 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -22.9% | 27 | $10K |
| Concord Wealth Partners | 0.00% | No change | 24 | $9K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 23 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +175.0% | 22 | $8K |
| Compass Planning Associates Inc | 0.01% | No change | 21 | $8K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 19 | $7K |
| CNB Bank | 0.00% | No change | 19 | $7K |
| Trust Co. of Toledo NA | 0.00% | New | 19 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | New | 18 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 17 | $6K |
| Asset Dedication, LLC | 0.00% | New | 17 | $6K |
| Sachetta, LLC | 0.00% | Add +33.3% | 16 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -11.8% | 15 | $6K |
| MTM Investment Management, LLC | 0.00% | New | 14 | $5K |
| MV Capital Management, Inc. | 0.00% | Reduce -6.7% | 14 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | Add +18.2% | 13 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -63.9% | 13 | $5K |
| Essential Partners LLC | 0.00% | — | 12 | $5K |
| True Wealth Design, LLC | 0.00% | Add +33.3% | 12 | $5K |
| Activest Wealth Management | 0.00% | Add +1100.0% | 12 | $5K |
| Total Investment Management Inc. | 0.00% | New | 12 | $5K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 12 | $5K |
| Avion Wealth | 0.00% | Add +57.1% | 11 | $4K |
| Sierra Ocean, LLC | 0.00% | No change | 10 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +100.0% | 10 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $4K |
| Alerus Financial NA | 0.00% | Reduce -99.6% | 10 | $4K |
| Motco | 0.00% | Add +80.0% | 9 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 9 | $3K |
| First United Bank & Trust | 0.00% | No change | 8 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -38.5% | 8 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 8 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 7 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +16.7% | 7 | $3K |
| Kilter Group LLC | 0.00% | New | 6 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 6 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +50.0% | 6 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +150.0% | 5 | $2K |
| Pineridge Advisors LLC | 0.00% | New | 5 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 5 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -71.4% | 4 | $2K |
| Parkworth Wealth Management, Inc. | 0.00% | Add +33.3% | 4 | $2K |
| Talon Private Wealth, LLC | 0.00% | New | 4 | $2K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 4 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 4 | $2K |
| Bokf, NA | 0.00% | No change | 4 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +50.0% | 3 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +100.0% | 2 | $1K |
| Lazard Asset Management LLC | 0.00% | Reduce -100.0% | 4 | $1K |
| Hughes Financial Services, LLC | 0.00% | Reduce -77.8% | 2 | $757 |
| Quaker Wealth Management, LLC | 0.00% | — | 2 | $750 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $750 |
| Stephens Consulting, LLC | 0.00% | New | 2 | $750 |
| Pacer Advisors, Inc. | 0.00% | No change | 2 | $750 |
| Dogwood Wealth Management LLC | 0.00% | Reduce -75.0% | 1 | $384 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -50.0% | 1 | $375 |
| Atticus Wealth Management, LLC | 0.00% | New | 1 | $375 |
| Rakuten Securities, Inc. | 0.00% | Reduce -66.7% | 1 | $375 |
| Manchester Capital Management LLC | 0.00% | Reduce -50.0% | 1 | $375 |
| IMA Advisory Services, Inc. | 0.00% | New | 1 | $375 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $247 |
| Roble, Belko & Company, Inc | 0.00% | New | 1 | $0 |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -100.0% | 1 | $0 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 2 | $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.