LPL Financial HoldingsLPLA
13F holders, Q4 2025 (December 31)826holders +67
111new positions
80sold out
12famous investors
$356.80avg. 13F price*
At the end of Q4 2025, 826 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 67 from Q3 2025. 111 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($1.8B) and Dodge & Cox ($1.4B). 12 famous investors held it, including Stephen Mandel (5.4% of Lone Pine Capital's portfolio), Dan Loeb (2.5% of Third Point's portfolio) and Tom Gayner (1.6% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $1.0B |
| Exits | 80 | $334.3M |
All 13F filers, Q3 2025 → Q4 2025: 8,506,877 shares bought and 7,384,388 shares sold, net +1,122,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 826 holders
| Vanguard Group Inc. | 0.04% | Reduce -1.9% | 8,148,558 | $2.9B |
| BlackRock, Inc. | 0.03% | Add +0.3% | 4,989,024 | $1.8B |
| Dodge & Cox | 0.76% | Add +18.6% | 3,948,970 | $1.4B |
| Massachusetts Financial Services Co. | 0.43% | Add +14.7% | 3,719,447 | $1.3B |
| Capital World Investors | 0.18% | Add +37.9% | 3,625,357 | $1.3B |
| Boston Partners | 1.31% | Reduce -3.2% | 3,550,318 | $1.3B |
| Janus Henderson Group PLC | 0.54% | Add +9.1% | 3,377,553 | $1.2B |
| Kayne Anderson Rudnick Investment Management LLC | 2.20% | Reduce -7.4% | 2,298,547 | $821.0M |
| Lone Pine Capital | 5.44% | Reduce -8.0% | 2,074,948 | $741.1M |
| Principal Financial Group Inc. | 0.35% | Reduce -1.8% | 1,934,483 | $691.0M |
| State Street Corp. | 0.02% | Add +0.8% | 1,843,135 | $658.3M |
| Morgan Stanley | 0.04% | Add +19.2% | 1,763,263 | $629.8M |
| WCM Investment Management, LLC | 1.28% | Reduce -1.2% | 1,721,473 | $619.3M |
| Samlyn Capital, LLC | 9.00% | Add +17.3% | 1,579,259 | $564.1M |
| Geode Capital Management, LLC | 0.03% | Add +0.8% | 1,554,814 | $553.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.50% | New | 1,261,285 | $450.5M |
| Alliancebernstein L.P. | 0.14% | Add +112.6% | 1,199,344 | $428.4M |
| JPMorgan Chase & Co. | 0.03% | Add +27.6% | 1,197,366 | $427.7M |
| Norges Bank | 0.04% | — | 1,040,445 | $371.6M |
| SurgoCap Partners LP | 9.84% | Add +0.1% | 995,000 | $355.4M |
| Bank of America Corp. | 0.02% | Reduce -9.3% | 796,171 | $284.4M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -7.0% | 788,342 | $281.6M |
| Darlington Partners Capital Management, LP | 11.19% | Reduce -0.3% | 783,006 | $279.7M |
| Raymond James Financial Inc. | 0.08% | Reduce -11.5% | 729,567 | $261.7M |
| FMR LLC | 0.01% | Reduce -40.7% | 664,979 | $237.5M |
| APG Asset Management N.V. | 0.64% | Reduce -3.1% | 743,717 | $226.2M |
| TD Asset Management Inc | 0.18% | Reduce -8.5% | 633,192 | $226.2M |
| Westfield Capital Management Co. LP | 0.93% | Add +8.7% | 625,562 | $223.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -1.3% | 581,924 | $207.8M |
| Markel Group | 1.59% | Add +1.2% | 559,951 | $200.0M |
| Northern Trust Corp. | 0.02% | Reduce -3.2% | 515,460 | $184.1M |
| Invesco Ltd. | 0.02% | Reduce -4.6% | 514,687 | $183.8M |
| Third Point | 2.51% | Reduce -14.2% | 510,000 | $182.2M |
| Van Eck Associates Corp. | 0.15% | Add +6631.9% | 493,788 | $176.4M |
| Wells Fargo & Company | 0.03% | Reduce -13.6% | 486,928 | $173.9M |
| Epoch Investment Partners, Inc. | 0.94% | Reduce -4.2% | 462,450 | $165.2M |
| American Century Companies Inc. | 0.08% | Add +6.6% | 455,761 | $162.8M |
| Azora Capital LP | 10.08% | Add +26.8% | 448,189 | $160.1M |
| Railway Pension Investments Ltd | 1.87% | Add +22.5% | 445,280 | $159.0M |
| Eminence Capital, LP | 2.50% | Reduce -24.8% | 441,845 | $157.8M |
| UBS Group AG | 0.03% | Add +27.6% | 428,755 | $153.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.3% | 418,574 | $149.5M |
| Fairview Capital Investment Management, LLC | 7.59% | Reduce -5.5% | 413,744 | $147.8M |
| First Pacific Advisors, LP | 1.86% | Reduce -12.7% | 387,412 | $138.4M |
| Cantillon Capital Management LLC | 0.71% | New | 369,068 | $131.8M |
| Legal & General Group Plc | 0.03% | Add +9.8% | 368,301 | $131.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -19.3% | 365,384 | $130.5M |
| Caisse de depot et placement du Quebec | 0.22% | Add +16.9% | 363,462 | $129.8M |
| Holocene Advisors, LP | 0.27% | Add +21.2% | 362,364 | $129.4M |
| Citadel Advisors | 0.09% | Reduce -7.3% | 356,446 | $127.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -11.2% | 352,940 | $126.1M |
| Nomura Asset Management International Inc. | 0.18% | — | 328,926 | $117.5M |
| Millennium Management | 0.08% | Reduce -71.1% | 304,710 | $108.8M |
| Clarkston Capital Partners, LLC | 2.49% | Reduce -39.5% | 301,484 | $107.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +6.9% | 289,691 | $103.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.1% | 279,485 | $99.8M |
| Gilder Gagnon Howe & Co. LLC | 0.98% | Reduce -2.6% | 259,070 | $92.5M |
| Egerton Capital (UK) LLP | 0.99% | New | 254,813 | $91.0M |
| Fort Washington Investment Advisors Inc. | 0.48% | Add +12.7% | 251,397 | $89.8M |
| Coronation Fund Managers Ltd. | 3.66% | Add +21.4% | 228,265 | $81.5M |
| Tremblant Capital Group | 2.02% | New | 222,165 | $79.4M |
| Truist Financial Corp. | 0.10% | Reduce -1.6% | 206,345 | $73.7M |
| Deutsche Bank AG | 0.02% | Add +8.6% | 188,100 | $67.2M |
| Brown Brothers Harriman & Co. | 0.36% | Reduce -1.7% | 187,084 | $66.8M |
| Stifel Financial Corp. | 0.06% | Reduce -3.0% | 181,199 | $64.7M |
| Royal Bank of Canada | 0.01% | Reduce -38.3% | 180,720 | $64.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -3.9% | 176,484 | $63.0M |
| Employees Retirement System of Texas | 0.60% | Add +9.1% | 176,200 | $62.9M |
| Baron Capital (BAMCO) | 0.17% | Reduce -15.7% | 175,245 | $62.6M |
| Amundi | 0.02% | Add +34.9% | 170,754 | $61.0M |
| Franklin Resources Inc. | 0.01% | Reduce -4.2% | 161,772 | $57.8M |
| Ameriprise Financial Inc. | 0.01% | Add +43.3% | 161,410 | $57.6M |
| Nuveen, LLC | 0.01% | Reduce -15.5% | 159,596 | $57.0M |
| California Public Employees Retirement System | 0.03% | Reduce -4.3% | 152,668 | $54.5M |
| Wellington Management Group LLP | 0.01% | Reduce -7.3% | 148,452 | $53.0M |
| Westwood Holdings Group Inc. | 0.41% | Reduce -27.4% | 138,040 | $49.3M |
| LPL Financial LLC | 0.01% | Add +4.5% | 134,639 | $48.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +32.3% | 134,221 | $47.9M |
| Junto Capital Management LP | 1.07% | Reduce -61.9% | 133,828 | $47.8M |
| Jain Global LLC | 0.48% | Add +7256.1% | 131,527 | $47.0M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -23.2% | 124,728 | $45.1M |
| National Pension Service | 0.03% | Add +7.7% | 126,025 | $45.0M |
| Danske Bank A/S | 0.10% | Reduce -5.4% | 124,333 | $44.4M |
| California State Teachers Retirement System | 0.04% | Add +0.0% | 119,651 | $42.7M |
| Bridgewater Associates | 0.15% | Reduce -43.3% | 118,294 | $42.3M |
| PFA Pension, Forsikringsaktieselskab | 0.12% | — | 114,846 | $41.3M |
| Southpoint Capital Advisors LP | 0.95% | No change | 115,000 | $41.1M |
| Renaissance Technologies | 0.06% | Add +38.1% | 114,060 | $40.7M |
| Sei Investments Co. | 0.04% | Reduce -9.6% | 111,807 | $39.9M |
| Jennison Associates LLC | 0.02% | Reduce -89.9% | 111,667 | $39.9M |
| Ensign Peak Advisors, Inc | 0.07% | Reduce -3.9% | 109,878 | $39.2M |
| Victory Capital Management Inc. | 0.02% | Reduce -11.6% | 104,453 | $37.3M |
| King Street Capital Management, L.P. | 7.54% | New | 104,000 | $37.1M |
| Family Wealth Partners, LLC | 13.13% | Reduce -3.4% | 102,005 | $36.4M |
| Perpetual Ltd | 0.52% | New | 101,433 | $36.2M |
| Rhumbline Advisers | 0.03% | Reduce -2.6% | 100,756 | $36.0M |
| Senator Investment Group LP | 1.43% | New | 100,000 | $35.7M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Reduce -49.8% | 99,810 | $35.6M |
| Citigroup Inc. | 0.02% | Reduce -30.6% | 99,156 | $35.4M |
| First Trust Advisors LP | 0.03% | Reduce -30.5% | 98,528 | $35.2M |
| Aberdeen Group plc | 0.05% | Add +5.1% | 97,431 | $34.8M |
| Barclays PLC | 0.01% | Add +11.0% | 88,787 | $31.7M |
| Solel Partners LP | 5.03% | No change | 87,000 | $31.1M |
| Heron Bay Capital Management | 5.71% | Add +5.1% | 83,827 | $29.9M |
| Hudson Bay Capital Management LP | 0.18% | Reduce -19.2% | 80,097 | $28.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +7.1% | 77,992 | $28.2M |
| D. E. Shaw & Co. | 0.02% | Add +2.1% | 78,252 | $27.9M |
| Trillium Asset Management, LLC | 0.82% | Add +17.3% | 74,280 | $26.8M |
| Woodline Partners LP | 0.10% | New | 73,546 | $26.3M |
| Swedbank AB | 0.03% | Reduce -9.9% | 72,487 | $25.9M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -2.4% | 72,197 | $25.8M |
| Lynwood Price Capital Management LP | 12.17% | Add +18.6% | 70,000 | $25.0M |
| Foster Victor Wealth Advisors, LLC | 1.44% | Add +5.7% | 65,328 | $24.7M |
| Moore Capital Management, LP | 0.51% | New | 67,008 | $23.9M |
| Aviva PLC | 0.04% | Add +5.6% | 66,939 | $23.9M |
| Royal London Asset Management Ltd. | 0.05% | Reduce -0.2% | 64,923 | $23.2M |
| Artemis Investment Management LLP | 0.27% | Add +16.7% | 63,268 | $22.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +16.0% | 61,722 | $22.0M |
| Cander Asset Management LP | 4.00% | — | 60,548 | $21.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +0.4% | 59,134 | $21.1M |
| HSBC Holdings PLC | 0.01% | Reduce -41.6% | 58,411 | $20.9M |
| Korea Investment CORP | 0.04% | Reduce -0.6% | 56,711 | $20.3M |
| Weiss Asset Management LP | 0.34% | New | 52,206 | $18.6M |
| GW&K Investment Management, LLC | 0.16% | Add +0.2% | 51,473 | $18.4M |
| Mawer Investment Management Ltd. | 0.10% | Reduce -5.8% | 49,606 | $17.7M |
| Winmill & Co. Inc. | 4.65% | No change | 48,860 | $17.5M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -6.4% | 44,463 | $15.9M |
| Verition Fund Management LLC | 0.09% | Add +32.6% | 44,139 | $15.8M |
| State of Wisconsin Investment Board | 0.04% | Reduce -19.1% | 43,988 | $15.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -24.6% | 43,641 | $15.6M |
| Susquehanna International Group, LLP | 0.02% | Reduce -50.1% | 42,685 | $15.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +1.9% | 42,585 | $15.2M |
| Teca Partners, LP | 9.02% | Reduce -14.3% | 41,531 | $14.8M |
| Saraza Management, LP | 5.71% | Reduce -17.2% | 41,400 | $14.8M |
| Natixis Advisors, LLC | 0.02% | Reduce -27.0% | 40,834 | $14.6M |
| LRZ Capital LLC | 6.58% | — | 40,795 | $14.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 40,000 | $14.3M |
| Whittier Trust Co. | 0.15% | Add +3.5% | 36,381 | $13.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -0.6% | 37,804 | $13.5M |
| Captrust Financial Advisors | 0.02% | Reduce -1.7% | 36,690 | $13.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -12.6% | 35,746 | $12.8M |
| Logan Capital Management Inc. | 0.54% | Add +1.0% | 35,656 | $12.7M |
| Picton Mahoney Asset Management | 0.14% | Add +1509.7% | 35,413 | $12.6M |
| BNP Paribas Financial Markets | 0.01% | Add +8.9% | 35,304 | $12.6M |
| Pathstone Holdings, LLC | 0.05% | Add +3.6% | 35,291 | $12.6M |
| Quantinno Capital Management LP | 0.03% | Add +14.8% | 34,946 | $12.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | Reduce -2.5% | 34,304 | $12.3M |
| LBP Am SA | 0.14% | Reduce -5.1% | 34,294 | $12.2M |
| Munich Reinsurance Co Stock Corp in Munich | 0.29% | Add +467.4% | 33,682 | $12.1M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -6.8% | 33,383 | $11.9M |
| Corient Private Wealth LP | 0.02% | Add +1.6% | 32,951 | $11.8M |
| B. Metzler seel. Sohn & Co. AG | 0.10% | Add +2.4% | 32,654 | $11.7M |
| Storebrand Asset Management As | 0.03% | Reduce -17.4% | 31,688 | $11.3M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -2.5% | 30,234 | $11.1M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Add +2.8% | 30,742 | $11.0M |
| KLP Kapitalforvaltning As | 0.04% | Add +10.0% | 30,700 | $11.0M |
| Burney Co./ | 0.33% | Reduce -3.8% | 29,883 | $10.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 29,467 | $10.5M |
| Thornburg Investment Management Inc. | 0.13% | Reduce -0.9% | 29,470 | $10.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -3.4% | 29,097 | $10.4M |
| Assenagon Asset Management S.A. | 0.02% | Add +1103.2% | 28,912 | $10.3M |
| Icon Advisers Inc. | 2.26% | Reduce -8.1% | 28,748 | $10.3M |
| KWB Wealth | 0.97% | Add +0.6% | 28,624 | $10.2M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -2.4% | 27,298 | $9.8M |
| Man Group plc | 0.02% | Reduce -83.1% | 27,220 | $9.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Add +12.2% | 26,988 | $9.6M |
| Nomura Holdings Inc. | 0.03% | Add +1645.3% | 26,127 | $9.3M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +16.0% | 25,915 | $9.3M |
| ArrowMark Colorado Holdings LLC | 0.20% | No change | 25,835 | $9.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.4% | 25,577 | $9.1M |
| Seven Grand Managers, LLC | 0.68% | No change | 25,000 | $8.9M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -9.5% | 24,910 | $8.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -49.3% | 24,182 | $8.6M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -5.1% | 23,829 | $8.5M |
| AQR Capital Management | 0.00% | Reduce -16.8% | 23,448 | $8.4M |
| Handelsbanken Fonder AB | 0.02% | Add +4.6% | 22,581 | $8.1M |
| Arizona State Retirement System | 0.04% | Reduce -6.7% | 21,963 | $7.8M |
| EFG International AG | 0.15% | — | 21,362 | $7.6M |
| Fremen Capital Management LP | 6.23% | — | 21,332 | $7.6M |
| CenterBook Partners LP | 0.37% | New | 21,322 | $7.6M |
| Reinhart Partners, Llc. | 0.22% | Reduce -25.9% | 20,876 | $7.5M |
| Whittier Trust Co. of Nevada Inc. | 0.15% | Add +1.9% | 19,780 | $7.4M |
| Brant Point Investment Management LLC | 1.79% | Reduce -14.7% | 20,740 | $7.4M |
| Brevan Howard Capital Management LP | 0.15% | Add +185.9% | 20,583 | $7.4M |
| Kennedy Capital Management LLC | 0.15% | Reduce -15.7% | 20,233 | $7.2M |
| NewEdge Wealth, LLC | 0.08% | Reduce -6.7% | 19,970 | $7.1M |
| US Bancorp \de | 0.01% | Reduce -3.3% | 19,865 | $7.1M |
| Winthrop Advisory Group LLC | 0.60% | Reduce -2.7% | 19,723 | $7.0M |
| Illinois Municipal Retirement Fund | 0.09% | Reduce -10.2% | 19,516 | $7.0M |
| Argent Capital Management LLC | 0.19% | Reduce -0.6% | 19,127 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +1.6% | 18,851 | $6.7M |
| Point72 Asset Management | 0.01% | New | 18,778 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -1.3% | 18,759 | $6.7M |
| Empowered Funds, LLC | 0.11% | Reduce -52.3% | 18,354 | $6.6M |
| IFM Investors Pty Ltd | 0.05% | Add +3.9% | 18,054 | $6.4M |
| Eagle Rock Investment Company, LLC | 0.90% | Reduce -0.3% | 17,880 | $6.4M |
| Xponance LLC | 0.05% | Add +2.9% | 17,382 | $6.2M |
| Comerica Bank | 0.02% | Reduce -88.2% | 17,144 | $6.1M |
| Forsta Ap-Fonden | 0.04% | Reduce -5.1% | 16,520 | $5.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Add +19.7% | 16,492 | $5.9M |
| Atria Investments, Inc | 0.07% | Reduce -6.1% | 16,307 | $5.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -5.2% | 16,239 | $5.8M |
| Primecap Management Co. | 0.00% | No change | 16,000 | $5.7M |
| Tobam | 1.36% | Add +13.6% | 15,505 | $5.5M |
| Eurizon Capital SGR S.p.A. | 0.02% | — | 15,475 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -19.4% | 15,254 | $5.4M |
| DNB Asset Management AS | 0.02% | Add +0.9% | 15,216 | $5.4M |
| SCS Capital Management LLC | 0.06% | Reduce -6.2% | 15,161 | $5.4M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 14,983 | $5.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Reduce -6.8% | 14,820 | $5.3M |
| TCW Group Inc. | 0.04% | New | 14,768 | $5.3M |
| Commerce Bank | 0.03% | Reduce -1.8% | 14,678 | $5.2M |
| Tocqueville Asset Management L.P. | 0.08% | Reduce -1.4% | 14,660 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -2.9% | 14,647 | $5.2M |
| Silvant Capital Management LLC | 0.18% | Add +1.6% | 14,579 | $5.2M |
| Iridian Asset Management LLC | 1.89% | Add +3.9% | 14,385 | $5.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +23.3% | 14,168 | $5.1M |
| Nations Financial Group Inc, /Ia/ | 0.27% | New | 14,161 | $5.1M |
| &partners | 0.03% | Reduce -6.9% | 13,761 | $4.9M |
| Kornitzer Capital Management Inc. | 0.10% | New | 13,500 | $4.8M |
| United Asset Strategies, Inc. | 0.36% | Add +23.1% | 13,203 | $4.7M |
| Utah Retirement Systems | 0.04% | No change | 13,169 | $4.7M |
| STRS Ohio | 0.02% | Reduce -18.6% | 13,109 | $4.7M |
| Toronto Dominion Bank | 0.01% | Reduce -1.2% | 13,027 | $4.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Reduce -17.6% | 12,984 | $4.6M |
| KBC Group NV | 0.01% | Reduce -0.2% | 12,913 | $4.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.04% | — | 12,892 | $4.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.1% | 12,792 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.1% | 12,720 | $4.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +2.1% | 12,652 | $4.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.7% | 12,473 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -5.0% | 12,204 | $4.4M |
| Kerusso Capital Management LLC | 2.00% | Add +31.6% | 12,092 | $4.3M |
| Cornerstone Wealth Management, LLC | 0.22% | Add +3.1% | 11,850 | $4.2M |
| Catalyst Funds Management Pty Ltd | 0.94% | No change | 11,400 | $4.1M |
| Lord, Abbett & Co. LLC | 0.01% | New | 11,116 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.2% | 11,073 | $4.0M |
| 2Xideas AG | 1.10% | Reduce -42.1% | 11,037 | $3.9M |
| Boothbay Fund Management, LLC | 0.10% | Add +532.2% | 10,969 | $3.9M |
| Anchor Investment Management, LLC | 0.31% | Add +3.9% | 10,666 | $3.8M |
| Bell Asset Management Ltd | 0.98% | New | 10,283 | $3.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.1% | 10,238 | $3.7M |
| Elo Mutual Pension Insurance Co | 0.06% | New | 10,190 | $3.6M |
| Oliver Luxxe Assets LLC | 0.55% | Add +5.6% | 10,101 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.4% | 10,056 | $3.6M |
| Retirement Capital Strategies | 1.33% | No change | 10,041 | $3.6M |
| Coppell Advisory Solutions LLC | 0.35% | Add +16.1% | 9,876 | $3.6M |
| Impax Asset Management Group plc | 0.02% | No change | 9,836 | $3.5M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -30.8% | 9,778 | $3.5M |
| Prudential Financial Inc. | 0.00% | Add +107.9% | 9,682 | $3.5M |
| Marshall Wace, LLP | 0.00% | Reduce -91.9% | 9,744 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +31.1% | 9,676 | $3.5M |
| Dynasty Wealth Management, LLC | 0.03% | Add +9.0% | 9,539 | $3.4M |
| TD Private Client Wealth LLC | 0.07% | Reduce -29.2% | 9,523 | $3.4M |
| Creative Planning | 0.00% | Add +22.6% | 9,502 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Add +70.5% | 9,495 | $3.4M |
| Beacon Investment Advisors LLC | 1.35% | Add +0.3% | 9,387 | $3.4M |
| Greenleaf Trust | 0.03% | Add +0.0% | 9,264 | $3.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +3.1% | 9,183 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +196.7% | 9,121 | $3.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -17.2% | 8,995 | $3.2M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -13.9% | 8,937 | $3.2M |
| OP Asset Management Ltd | 0.04% | No change | 8,913 | $3.2M |
| Flynn Zito Capital Management, LLC | 1.10% | No change | 8,655 | $3.1M |
| F/m Investments LLC | 0.12% | Reduce -3.4% | 8,466 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.5% | 7,978 | $3.0M |
| Annex Advisory Services, LLC | 0.06% | Reduce -0.4% | 8,372 | $3.0M |
| Oak Thistle LLC | 0.41% | Reduce -10.3% | 8,350 | $3.0M |
| Sterling Capital Management LLC | 0.05% | Add +19.1% | 8,276 | $3.0M |
| Tredje AP-fonden | 0.02% | Reduce -2.0% | 8,213 | $2.9M |
| Avanza Fonder AB | 0.07% | Add +43.5% | 8,043 | $2.9M |
| Nordea Investment Management AB | 0.00% | Add +10.4% | 8,031 | $2.9M |
| ICICI Prudential Asset Management Co Ltd | 0.33% | New | 7,900 | $2.8M |
| Caldwell Trust Co | 0.25% | Reduce -0.6% | 7,883 | $2.8M |
| Voya Investment Management LLC | 0.00% | Reduce -41.6% | 7,815 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.5% | 7,712 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.5% | 7,665 | $2.7M |
| Hennessy Advisors Inc. | 0.10% | Reduce -1.3% | 7,600 | $2.7M |
| HM Payson & Co. | 0.04% | Reduce -1.3% | 7,555 | $2.7M |
| King Luther Capital Management Corp. | 0.01% | Add +18.7% | 7,546 | $2.7M |
| Banco BTG Pactual S.A. | 0.47% | Reduce -63.4% | 7,500 | $2.7M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 7,468 | $2.7M |
| Candriam S.C.A. | 0.01% | Add +2.3% | 7,330 | $2.6M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 8,718 | $2.6M |
| WealthPoint Financial, LLC | 2.23% | — | 7,190 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -4.2% | 7,171 | $2.6M |
| South Dakota Investment Council | 0.05% | No change | 7,147 | $2.6M |
| Laurion Capital Management LP | 0.18% | No change | 7,000 | $2.5M |
| Allworth Financial LP | 0.01% | Reduce -2.3% | 6,882 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -9.1% | 6,794 | $2.4M |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 6,791 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +67.1% | 6,785 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Reduce -11.3% | 6,750 | $2.4M |
| Credit Agricole S A | 0.01% | Add +5.7% | 6,738 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +6.7% | 6,701 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -10.0% | 6,693 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.5% | 6,576 | $2.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -54.7% | 6,561 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +24.6% | 6,384 | $2.3M |
| Callan Family Office, LLC | 0.05% | Add +88.2% | 6,370 | $2.3M |
| James Investment Research, Inc. | 0.25% | Reduce -3.8% | 6,340 | $2.3M |
| Investment Management Corp of Ontario | 0.03% | Add +62.3% | 6,113 | $2.2M |
| Jackson Wealth Management, LLC | 0.21% | Reduce -8.6% | 6,096 | $2.2M |
| Allstate Corp. | 0.03% | Add +102.0% | 5,975 | $2.1M |
| LRT Capital Management, LLC | 1.82% | New | 5,940 | $2.1M |
| SG Americas Securities, LLC | 0.00% | Add +1.4% | 5,871 | $2.1M |
| Sterling Group Wealth Management, LLC | 1.01% | Reduce -2.4% | 5,827 | $2.1M |
| CGN Advisors LLC | 0.16% | Reduce -16.4% | 5,818 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Add +8.4% | 5,707 | $2.0M |
| Bank of Nova Scotia | 0.00% | Add +82.6% | 5,668 | $2.0M |
| Gradient Investments LLC | 0.03% | Add +1.1% | 5,601 | $2.0M |
| Blair William & Co. | 0.01% | Add +190.2% | 5,577 | $2.0M |
| Virtus Investment Advisers, LLC | 0.54% | Add +17.0% | 5,564 | $2.0M |
| Banque Cantonale Vaudoise | 0.07% | Add +71.9% | 5,555 | $2.0M |
| Morningstar Investment Management LLC | 0.12% | Reduce -16.4% | 5,503 | $2.0M |
| Coastal Bridge Advisors, LLC | 0.15% | Add +0.6% | 5,475 | $2.0M |
| Jump Financial, LLC | 0.03% | Add +363.5% | 5,441 | $1.9M |
| Ethic Inc. | 0.03% | Reduce -6.0% | 5,414 | $1.9M |
| Future Fund LLC | 0.60% | Reduce -4.6% | 5,341 | $1.9M |
| Yorktown Management & Research Co Inc | 1.51% | No change | 5,290 | $1.9M |
| Knollwood Investment Advisory, LLC | 0.18% | No change | 5,275 | $1.9M |
| Dana Investment Advisors, Inc. | 0.05% | Add +0.0% | 5,266 | $1.9M |
| Generali Asset Management SPA SGR | 0.04% | New | 5,261 | $1.9M |
| Independent Advisor Alliance | 0.05% | Reduce -1.6% | 5,258 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +64.5% | 5,207 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.7% | 5,157 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +0.9% | 5,147 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -79.6% | 5,127 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | Add +306.3% | 5,099 | $1.8M |
| Kentucky Retirement Systems | 0.05% | No change | 5,003 | $1.8M |
| Peak Financial Advisors LLC | 0.80% | Add +159.7% | 4,996 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.4% | 4,925 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -80.6% | 4,922 | $1.8M |
| M&T Bank Corp | 0.01% | Add +20.9% | 4,917 | $1.8M |
| Crawford Investment Counsel Inc. | 0.03% | Add +25.3% | 4,870 | $1.7M |
| Shepherd Financial Partners LLC | 0.16% | No change | 4,755 | $1.7M |
| Fulton Bank, N.A. | 0.06% | Add +1.7% | 4,709 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +0.2% | 4,661 | $1.7M |
| Integrated Investment Consultants, LLC | 0.32% | Reduce -1.1% | 4,608 | $1.6M |
| Townsquare Capital LLC | 0.37% | Reduce -6.0% | 4,586 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +136.6% | 4,582 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +16.9% | 4,527 | $1.6M |
| Paradigm Asset Management Co. LLC | 0.37% | Reduce -6.3% | 4,500 | $1.6M |
| Presidio Capital Management, LLC | 0.48% | Add +96.2% | 4,486 | $1.6M |
| Vise Technologies, Inc. | 0.03% | Add +134.9% | 4,317 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -91.6% | 4,282 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | Add +53.8% | 4,238 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +8.8% | 4,212 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.05% | No change | 4,209 | $1.5M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +35.3% | 4,182 | $1.5M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -0.7% | 4,170 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -28.5% | 4,111 | $1.5M |
| PMC FIG Opportunities LLC | 2.20% | New | 3,929 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | No change | 3,873 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.8% | 3,850 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.1% | 3,823 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -98.1% | 3,820 | $1.4M |
| Fiduciary Trust Co | 0.02% | Add +7.9% | 3,801 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +5.0% | 3,762 | $1.3M |
| Shelton Wealth Management, LLC | 0.58% | Add +8.6% | 3,724 | $1.3M |
| Praxis Investment Management Inc. | 0.08% | No change | 3,703 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -20.1% | 3,659 | $1.3M |
| National Bank of Canada | 0.00% | Add +28.1% | 3,625 | $1.3M |
| MAI Capital Management | 0.01% | Add +11.3% | 3,620 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Add +10.0% | 3,561 | $1.3M |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -76.8% | 3,467 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -37.4% | 3,522 | $1.3M |
| Gateway Investment Advisers LLC | 0.01% | Reduce -0.0% | 3,514 | $1.3M |
| GMO | 0.00% | Add +3.0% | 3,505 | $1.3M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | Add +6.2% | 3,499 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +68.1% | 3,478 | $1.2M |
| Aureus Asset Management, LLC | 0.08% | No change | 3,473 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -9.7% | 3,470 | $1.2M |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 3,444 | $1.2M |
| Stenger Family Office, LLC | 0.25% | Reduce -57.8% | 3,427 | $1.2M |
| Fox Run Management, L.L.C. | 0.19% | New | 3,394 | $1.2M |
| Mariner, LLC | 0.00% | Add +5.5% | 3,341 | $1.2M |
| University of Texas/Texas Am Investment Management Co. | 0.17% | Reduce -38.2% | 3,303 | $1.2M |
| SkyView Investment Advisors, LLC | 0.15% | Reduce -0.3% | 3,285 | $1.2M |
| HighPoint Advisor Group LLC | 0.03% | Add +5.1% | 3,278 | $1.2M |
| Walleye Trading LLC | 0.02% | New | 3,217 | $1.1M |
| Leelyn Smith, LLC | 0.16% | New | 3,150 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -59.4% | 3,140 | $1.1M |
| Abn Amro Investment Solutions | 0.02% | New | 3,096 | $1.1M |
| Gabelli Funds LLC | 0.01% | Reduce -12.3% | 3,080 | $1.1M |
| LVW Advisors, LLC | 0.11% | Reduce -8.7% | 3,074 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -60.0% | 3,070 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +22.4% | 3,066 | $1.1M |
| Third View Private Wealth, LLC | 0.15% | — | 3,028 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.9% | 3,015 | $1.1M |
| Ostrum Asset Management | 0.05% | Reduce -24.9% | 2,975 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | No change | 2,968 | $1.1M |
| Central Pacific Bank - Trust Division | 0.13% | Add +1.5% | 2,924 | $1.0M |
| E. Ohman J:or Asset Management AB | 0.02% | Add +38.9% | 2,916 | $1.0M |
| Ritholtz Wealth Management | 0.02% | Add +16.8% | 2,905 | $1.0M |
| Greenland Capital Management LP | 0.16% | New | 2,900 | $1.0M |
| Schroder Investment Management Group | 0.00% | Reduce -17.6% | 2,815 | $1.0M |
| North Dakota State Investment Board | 0.04% | — | 2,806 | $1.0M |
| OV Management LLC | 0.86% | No change | 2,777 | $992K |
| Cibc World Markets Corp. | 0.01% | — | 2,776 | $992K |
| Impact Capital Partners LLC | 0.29% | Add +3.0% | 2,767 | $988K |
| Mangrove Partners Im, LLC | 0.08% | New | 2,734 | $977K |
| Vestcor Inc | 0.03% | No change | 2,689 | $960K |
| VestGen Advisors, LLC | 0.04% | Reduce -39.9% | 2,662 | $951K |
| Teacher Retirement System of Texas | 0.00% | Reduce -87.8% | 2,647 | $945K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.3% | 2,603 | $930K |
| Assetmark, Inc. | 0.00% | Add +69.2% | 2,601 | $929K |
| Simplex Trading, LLC | 0.03% | Add +5084.0% | 2,592 | $926K |
| Arkadios Wealth Advisors | 0.02% | Add +3.2% | 2,585 | $923K |
| Parallel Advisors, LLC | 0.02% | Add +2.1% | 2,528 | $903K |
| Advisors Asset Management, Inc. | 0.02% | Add +33.0% | 2,518 | $899K |
| Garrett Wealth Advisory Group, LLC | 0.17% | No change | 2,500 | $893K |
| ExodusPoint Capital Management, LP | 0.01% | New | 2,500 | $893K |
| Catalyst Capital Advisors LLC | 0.02% | Reduce -68.8% | 2,485 | $888K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +179.3% | 2,472 | $883K |
| DAVENPORT & Co LLC | 0.00% | Add +11.3% | 2,411 | $861K |
| Macquarie Group Ltd. | 0.00% | Reduce -99.3% | 2,404 | $859K |
| Principal Securities, Inc. | 0.01% | Reduce -8.7% | 2,377 | $849K |
| Quantitative Investment Management, LLC | 0.08% | Add +54.8% | 2,358 | $842K |
| Root Financial Partners, LLC | 0.04% | Add +1.4% | 2,318 | $828K |
| Concorde Asset Management, LLC | 0.33% | Add +1.0% | 2,303 | $823K |
| Valley Wealth Managers, Inc. | 0.05% | Add +5.1% | 2,295 | $820K |
| Tidal Investments LLC | 0.00% | Add +6.1% | 2,274 | $812K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.9% | 2,270 | $811K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $811K |
| Greenline Partners, LLC | 0.09% | No change | 2,266 | $809K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.8% | 2,243 | $807K |
| Union Bancaire Privee, UBP SA | 0.01% | New | 2,183 | $800K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -58.0% | 2,150 | $768K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | No change | 2,097 | $749K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.2% | 2,070 | $740K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.8% | 2,027 | $724K |
| Jones Financial Companies LLLP | 0.00% | Add +79.6% | 2,017 | $720K |
| Two Sigma Investments, LP | 0.00% | Reduce -31.3% | 1,975 | $705K |
| Genus Capital Management Inc. | 0.08% | Reduce -82.8% | 1,972 | $704K |
| Retirement Planning Group, LLC | 0.02% | Add +7.5% | 1,957 | $699K |
| Legato Capital Management LLC | 0.06% | New | 1,944 | $694K |
| Triad Wealth Partners, LLC | 0.07% | New | 1,937 | $692K |
| Sowell Financial Services LLC | 0.03% | Reduce -2.8% | 1,921 | $686K |
| Heritage Family Offices, LLP | 0.31% | Reduce -9.8% | 1,911 | $683K |
| Avior Wealth Management, LLC | 0.02% | Reduce -13.2% | 1,910 | $682K |
| Lanark Financial, Inc. | 0.05% | Reduce -1.6% | 1,874 | $669K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 1,866 | $666K |
| Tran Capital Management, L.P. | 0.08% | Reduce -27.6% | 1,849 | $660K |
| Bridges Investment Management Inc. | 0.01% | Add +37.5% | 1,848 | $660K |
| Hamilton Capital Partners Inc. | 0.02% | Add +10.2% | 1,833 | $655K |
| Choreo, LLC | 0.01% | Reduce -5.0% | 1,815 | $653K |
| Caprock Group, LLC | 0.01% | Reduce -23.0% | 1,827 | $653K |
| Lido Advisors, LLC | 0.00% | Add +4.5% | 1,929 | $646K |
| Spire Wealth Management | 0.02% | Reduce -10.1% | 1,803 | $644K |
| Independent Financial Group, LLC | 0.01% | New | 1,796 | $641K |
| Osmosis Investment Management UK Ltd | 0.02% | — | 1,795 | $641K |
| Cresset Asset Management, LLC | 0.00% | Add +1.2% | 1,774 | $634K |
| Coldstream Capital Management Inc. | 0.01% | Add +16.7% | 1,748 | $624K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 1,668 | $612K |
| Sanchez Wealth Management Group | 0.13% | Add +1.3% | 1,713 | $612K |
| Prudential PLC | 0.00% | No change | 1,681 | $600K |
| Cwm, LLC | 0.00% | Add +7.0% | 1,678 | $599K |
| Emerald Advisers, LLC | 0.02% | Reduce -4.2% | 1,672 | $597K |
| Compton Financial Group, LLC | 0.13% | Reduce -3.8% | 1,666 | $595K |
| Quadrant Capital Group LLC | 0.02% | Add +0.7% | 1,652 | $590K |
| Wealth Alliance, LLC | 0.06% | Add +5.0% | 1,649 | $589K |
| DGS Capital Management, LLC | 0.10% | Add +4.2% | 1,648 | $589K |
| Magnolia Private Wealth, LLC | 0.41% | Reduce -0.6% | 1,647 | $588K |
| Wedmont Private Capital | 0.02% | Reduce -0.5% | 1,625 | $584K |
| Pitcairn Wealth Advisors LLC | 0.05% | — | 1,618 | $578K |
| Gibbs Wealth Management | 0.14% | Reduce -11.9% | 1,568 | $564K |
| Potentia Wealth | 0.21% | No change | 1,579 | $564K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 1,572 | $561K |
| Thrive Wealth Management, LLC | 0.08% | Add +8.1% | 1,570 | $561K |
| XML Financial, LLC | 0.05% | Add +0.1% | 1,570 | $561K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 1,550 | $558K |
| Moneco Advisors, LLC | 0.04% | Add +0.2% | 1,547 | $553K |
| Global Retirement Partners, LLC | 0.01% | Add +122.5% | 1,522 | $543K |
| Mirabella Financial Services LLP | 0.06% | New | 1,511 | $540K |
| Legacy Financial Group LLC | 0.07% | No change | 1,381 | $537K |
| Two Sigma Securities, LLC | 0.07% | New | 1,499 | $535K |
| Pettee Investors, Inc. | 0.30% | No change | 1,490 | $532K |
| Walleye Capital LLC | 0.00% | Reduce -97.1% | 1,468 | $524K |
| Storgate, LLC | 0.43% | — | 1,461 | $522K |
| Foresight Global Investors, Inc. | 0.25% | No change | 1,459 | $521K |
| Keybank National Association | 0.00% | Add +1.4% | 1,457 | $520K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +5.9% | 1,446 | $516K |
| Gilbert & Cook, Inc. | 0.06% | Add +5.5% | 1,430 | $511K |
| International Assets Investment Management, LLC | 0.03% | New | 1,420 | $507K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 1,410 | $504K |
| Persistent Asset Partners Ltd | 0.24% | New | 1,403 | $501K |
| UniSuper Management Pty Ltd | 0.00% | No change | 1,400 | $500K |
| Everpar Advisors LLC | 0.18% | Reduce -32.2% | 1,387 | $495K |
| Spahn Wealth & Retirement LLC | 0.31% | No change | 1,386 | $495K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -1.1% | 1,384 | $494K |
| Optimize Financial Inc. | 0.25% | Add +1.2% | 1,372 | $490K |
| Stephens Inc. | 0.01% | Reduce -14.6% | 1,341 | $479K |
| Advisor OS, LLC | 0.04% | Reduce -7.2% | 1,336 | $477K |
| Abc Arbitrage SA | 0.04% | New | 1,330 | $475K |
| Signaturefd, LLC | 0.01% | Reduce -6.8% | 1,303 | $465K |
| Prossimo Advisors, LLC | 2.99% | New | 1,300 | $464K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,246 | $456K |
| RMR Wealth Builders | 0.04% | Add +5.1% | 1,276 | $456K |
| Blueshift Asset Management, LLC | 0.13% | New | 1,275 | $455K |
| Riverpoint Wealth Management Holdings, LLC | 0.10% | Reduce -17.7% | 1,272 | $454K |
| Brooklyn Investment Group | 0.02% | New | 1,221 | $447K |
| Benjamin Edwards Inc. | 0.00% | Reduce -25.7% | 1,231 | $440K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 1,224 | $437K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +0.8% | 1,210 | $432K |
| Lifestyle Asset Management, Inc. | 0.14% | Add +2.9% | 1,191 | $425K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -10.8% | 1,187 | $424K |
| SFG Wealth Management, LLC. | 0.17% | No change | 1,186 | $424K |
| Sumitomo Life Insurance Co. | 0.01% | Reduce -66.2% | 1,178 | $421K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -20.1% | 1,177 | $420K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -12.9% | 1,170 | $418K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,150 | $411K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.9% | 1,141 | $408K |
| Loomis Sayles & Co. L P | 0.00% | Add +521.9% | 1,138 | $406K |
| Old National Bancorp | 0.01% | Reduce -3.6% | 1,136 | $406K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 1,120 | $403K |
| denkapparat Operations GmbH | 0.22% | No change | 1,118 | $399K |
| V-Square Quantitative Management LLC | 0.04% | New | 1,115 | $398K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.1% | 1,114 | $398K |
| TruNorth Capital Management, LLC | 0.08% | Add +580.4% | 1,109 | $396K |
| Hunting Hill Global Capital, LLC | 0.39% | Reduce -52.2% | 1,100 | $393K |
| Havemeyer Place LP | 0.08% | — | 1,085 | $388K |
| Vision Retirement, LLC | 0.10% | — | 1,077 | $385K |
| Spirepoint Private Client, LLC | 0.04% | Add +24.9% | 1,063 | $380K |
| Impact Investors, Inc | 0.26% | Reduce -2.3% | 1,046 | $373K |
| Institute for Wealth Management, LLC. | 0.04% | Add +43.6% | 1,025 | $366K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 1,020 | $364K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -3.2% | 1,020 | $364K |
| Mattson Financial Services, LLC | 0.08% | Add +53.3% | 1,009 | $360K |
| WJ Wealth Management, LLC | 0.16% | No change | 1,000 | $357K |
| DE Burlo Group Inc. | 0.04% | No change | 1,000 | $357K |
| Cary Street Partners Financial LLC | 0.01% | New | 964 | $344K |
| Mgo One Seven LLC | 0.01% | Reduce -77.4% | 961 | $343K |
| Norden Group LLC | 0.03% | Add +0.6% | 959 | $343K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -1.8% | 953 | $340K |
| GAM Holding AG | 0.02% | New | 937 | $335K |
| One Wealth Advisors, LLC | 0.04% | No change | 936 | $334K |
| Baker Tilly Wealth Management, LLC | 0.08% | Add +0.3% | 918 | $328K |
| Mather Group, Llc. | 0.00% | No change | 916 | $327K |
| Camden National Bank | 0.04% | Reduce -2.9% | 909 | $325K |
| Citizens Financial Group Inc. | 0.00% | New | 904 | $323K |
| Natixis | 0.00% | Reduce -53.6% | 897 | $320K |
| Wilkerson Advisory Group LLC | 0.11% | — | 892 | $319K |
| DRW Securities, LLC | 0.02% | New | 866 | $309K |
| Tsfg, LLC | 0.05% | Add +0.1% | 866 | $309K |
| Ballentine Partners, LLC | 0.00% | Reduce -17.5% | 865 | $309K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +6.9% | 864 | $309K |
| Curi Capital, LLC | 0.01% | Add +0.5% | 861 | $307K |
| PCM Encore, LLC | 0.06% | — | 850 | $303K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -15.1% | 847 | $303K |
| Vontobel Holding Ltd. | 0.00% | No change | 843 | $301K |
| Evolve Private Wealth, LLC | 0.02% | — | 833 | $298K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -2.1% | 825 | $295K |
| Malaga Cove Capital, LLC | 0.10% | Add +6.5% | 825 | $295K |
| Quent Capital, LLC | 0.02% | Reduce -2.4% | 824 | $294K |
| Wealthspire Advisors, LLC | 0.00% | Add +72.3% | 822 | $294K |
| Metis Global Partners, LLC | 0.01% | Reduce -9.1% | 819 | $293K |
| EP Wealth Advisors, LLC | 0.00% | — | 813 | $290K |
| Portside Wealth Group, LLC | 0.04% | Reduce -13.0% | 811 | $290K |
| IFG Advisory, LLC | 0.01% | Add +0.1% | 811 | $290K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -29.7% | 806 | $288K |
| Net Worth Advisory Group | 0.06% | Reduce -0.3% | 803 | $287K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -0.6% | 797 | $285K |
| Marks Group Wealth Management, Inc | 0.03% | Add +7.6% | 793 | $283K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +4.1% | 785 | $280K |
| Cigna Investments Inc. | 0.04% | No change | 786 | $280K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 781 | $279K |
| GAMMA Investing LLC | 0.01% | Add +24.4% | 780 | $279K |
| Archer Investment Corp | 0.06% | No change | 779 | $278K |
| Whalen Wealth Management Inc. | 0.15% | New | 765 | $273K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 760 | $271K |
| Belpointe Asset Management LLC | 0.01% | New | 752 | $269K |
| Simplicity Wealth,LLC | 0.02% | New | 751 | $268K |
| Intrust Bank NA | 0.02% | No change | 747 | $267K |
| Waddell & Associates, LLC | 0.02% | No change | 746 | $266K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.01% | — | 746 | $266K |
| PUREfi Wealth, LLC | 0.20% | Reduce -0.8% | 726 | $259K |
| Natural Investments, LLC | 0.06% | Add +4.8% | 727 | $259K |
| Fiducient Advisors LLC | 0.03% | New | 725 | $259K |
| Legacy Wealth Advisors, LLC | 0.17% | — | 724 | $259K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +7.3% | 724 | $259K |
| Stratos Investment Management, LLC | 0.01% | Add +0.3% | 717 | $256K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +7.0% | 717 | $256K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +9.5% | 716 | $256K |
| Connecticut Capital Management Group, LLC | 0.24% | — | 712 | $254K |
| ProShare Advisors LLC | 0.00% | New | 710 | $254K |
| Equitable Holdings, Inc. | 0.00% | New | 708 | $253K |
| Berger Financial Group, Inc | 0.01% | No change | 706 | $252K |
| Waverly Advisors, LLC | 0.00% | New | 706 | $252K |
| Summit Financial, LLC | 0.00% | Reduce -1.9% | 703 | $251K |
| WoodTrust Financial Corp | 0.03% | No change | 702 | $251K |
| One Day In July LLC | 0.02% | No change | 702 | $251K |
| Colonial Trust Co / SC | 0.03% | Add +21.9% | 702 | $251K |
| WealthCare Investment Partners, LLC | 0.07% | Add +0.1% | 679 | $246K |
| Huntington National Bank | 0.00% | Reduce -16.9% | 682 | $244K |
| Curated Wealth Partners LLC | 0.03% | New | 681 | $243K |
| Modern Wealth Management, LLC | 0.00% | New | 677 | $242K |
| Jacobi Capital Management LLC | 0.01% | No change | 677 | $242K |
| Drive Wealth Management, LLC | 0.05% | Add +0.9% | 671 | $240K |
| Personal Cfo Solutions, LLC | 0.04% | Add +8.8% | 670 | $239K |
| AlphaQuest LLC | 0.01% | No change | 667 | $238K |
| West Family Investments, Inc. | 0.06% | New | 663 | $237K |
| Abacus Wealth Partners, LLC | 0.02% | New | 663 | $237K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -2.8% | 663 | $237K |
| Horizon Wealth Management, LLC | 0.04% | Add +1.2% | 663 | $237K |
| Cypress Wealth Services, LLC | 0.03% | New | 661 | $236K |
| PCB Capital LLC | 0.38% | — | 658 | $235K |
| Birch Financial Group, LLC | 0.13% | Reduce -1.9% | 654 | $234K |
| TT International Asset Management LTD | 0.05% | Reduce -91.8% | 648 | $231K |
| CI Investments Inc. | 0.00% | Reduce -40.2% | 645 | $230K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -8.7% | 638 | $228K |
| Quantum Financial Advisors, LLC | 0.03% | Add +0.2% | 637 | $228K |
| Goldstein Advisors, LLC | 0.03% | Add +4.8% | 634 | $226K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.8% | 632 | $226K |
| Ground Swell Capital, LLC | 0.46% | Reduce -22.4% | 628 | $224K |
| Fieldview Capital Management, LLC | 0.04% | New | 625 | $223K |
| Krilogy Financial LLC | 0.01% | Add +4.4% | 621 | $223K |
| FourThought Financial Partners, LLC | 0.02% | New | 618 | $221K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.5% | 617 | $221K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -48.4% | 614 | $219K |
| Integrated Advisors Network LLC | 0.01% | New | 610 | $218K |
| Twin Tree Management, LP | 0.02% | New | 603 | $215K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 600 | $214K |
| Procyon Advisors, LLC | 0.01% | New | 596 | $213K |
| Left Brain Wealth Management, LLC | 0.07% | New | 591 | $211K |
| Everett Harris & Co. | 0.00% | New | 591 | $211K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.7% | 585 | $209K |
| WP Advisors, LLC | 0.05% | Reduce -8.9% | 585 | $209K |
| CFO4Life Group, LLC | 0.03% | New | 583 | $208K |
| Kingsview Wealth Management, LLC | 0.00% | New | 579 | $207K |
| WealthPLAN Partners, LLC | 0.03% | New | 579 | $207K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | New | 573 | $205K |
| Cercano Management LLC | 0.01% | New | 570 | $204K |
| Meadow Creek Wealth Advisors LLC | 0.13% | Reduce -8.4% | 568 | $203K |
| Meadowbrook Advisors Group, LLC | 0.11% | — | 568 | $203K |
| Apollon Financial, LLC | 0.03% | New | 567 | $202K |
| O'Brien Wealth Partners LLC | 0.03% | New | 566 | $202K |
| HBK Sorce Advisory LLC | 0.00% | New | 524 | $202K |
| Wedbush Securities Inc. | 0.01% | New | 562 | $201K |
| AlphaStar Capital Management, LLC | 0.01% | New | 561 | $200K |
| Eagle Bay Advisors LLC | 0.15% | New | 557 | $199K |
| Walsh & Associates, LLC | 0.19% | — | 542 | $194K |
| Golden State Wealth Management, LLC | 0.02% | Add +3.8% | 519 | $185K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 513 | $183K |
| Advocate Investing Services LLC | 0.16% | — | 500 | $179K |
| Elgethun Capital Management | 0.03% | No change | 493 | $176K |
| LRI Investments, LLC | 0.01% | Add +8.5% | 487 | $174K |
| WPG Advisers, LLC | 0.13% | Reduce -0.4% | 481 | $172K |
| Canada Pension Plan Investment Board | 0.00% | New | 480 | $171K |
| Lodestone Wealth Management LLC | 0.07% | New | 467 | $167K |
| Financial Management Professionals, Inc. | 0.02% | New | 463 | $165K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.3% | 461 | $165K |
| UMB Bank, n.a. | 0.00% | Reduce -87.7% | 447 | $160K |
| Penserra Capital Management LLC | 0.00% | Reduce -1.1% | 431 | $153K |
| FIL Ltd | 0.00% | Reduce -22.5% | 428 | $153K |
| Covestor Ltd | 0.08% | Add +23.3% | 423 | $151K |
| United Community Bank | 0.06% | Reduce -37.6% | 415 | $148K |
| Gables Capital Management Inc. | 0.06% | No change | 400 | $143K |
| IFP Advisors, Inc | 0.00% | Reduce -58.9% | 372 | $133K |
| Quarry LP | 0.02% | Reduce -44.7% | 362 | $129K |
| CENTRAL TRUST Co | 0.00% | No change | 358 | $128K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 355 | $127K |
| Fifth Third Bancorp | 0.00% | Add +32.2% | 349 | $125K |
| Blue Trust, Inc. | 0.00% | Add +27.4% | 344 | $123K |
| Los Angeles Capital Management LLC | 0.00% | New | 361 | $122K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.6% | 337 | $121K |
| SageView Advisory Group, LLC | 0.00% | New | 325 | $116K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 312 | $111K |
| Leonteq Securities AG | 0.01% | Add +52.9% | 312 | $111K |
| NBT Bank, N.A. | 0.01% | Add +7.2% | 357 | $106K |
| Graney & King, LLC | 0.06% | No change | 285 | $102K |
| State of Wyoming | 0.01% | Add +19.0% | 269 | $96K |
| Ameliora Wealth Management Ltd. | 0.03% | No change | 265 | $95K |
| Arax Advisory Partners | 0.00% | Reduce -92.9% | 249 | $89K |
| Compass Financial Services Inc | 0.04% | No change | 246 | $88K |
| First Horizon Corp. | 0.00% | Add +24.0% | 238 | $85K |
| Entrust Financial LLC | 0.06% | — | 214 | $76K |
| Capital Analysts, LLC | 0.00% | Add +5.0% | 191 | $68K |
| Harbor Asset Planning, Inc. | 0.06% | No change | 187 | $67K |
| CoreCap Advisors, LLC | 0.00% | Reduce -63.5% | 186 | $66K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $65K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -23.4% | 180 | $64K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 160 | $57K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.4% | 155 | $55K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 148 | $53K |
| Versant Capital Management, Inc | 0.01% | No change | 147 | $53K |
| Reflection Asset Management | 0.04% | — | 141 | $50K |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.01% | New | 139 | $50K |
| MCF Advisors LLC | 0.00% | No change | 138 | $49K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 135 | $48K |
| Smithfield Trust Co | 0.00% | Reduce -17.5% | 127 | $45K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 120 | $43K |
| TCTC Holdings, LLC | 0.00% | No change | 104 | $37K |
| Westside Investment Management, Inc. | 0.01% | No change | 100 | $36K |
| Boreal Capital Management LLC | 0.03% | No change | 100 | $36K |
| Chung Wu Investment Group, LLC | 0.03% | Add +25.0% | 100 | $36K |
| Clark Wealth Partners | 0.02% | No change | 100 | $36K |
| 2UniFi Bank | 0.02% | Add +14.8% | 93 | $33K |
| JFS Wealth Advisors, LLC | 0.00% | Add +28.4% | 86 | $31K |
| Eastern Bank | 0.00% | No change | 86 | $31K |
| IAG Wealth Partners, LLC | 0.00% | No change | 84 | $30K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +550.0% | 78 | $28K |
| Cetera Trust Company, N.A | 0.01% | Reduce -62.5% | 75 | $27K |
| Wellington Grp LLC | 0.01% | — | 75 | $27K |
| Private Trust Co. NA | 0.00% | Reduce -13.8% | 75 | $27K |
| Clearstead Advisors, LLC | 0.00% | Add +3650.0% | 75 | $27K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.7% | 72 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.6% | 73 | $26K |
| Osterweis Capital Management Inc. | 0.00% | No change | 70 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 68 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 65 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 63 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 61 | $22K |
| Y.D. More Investments Ltd | 0.00% | New | 60 | $21K |
| Bell Investment Advisors, Inc | 0.00% | Add +25.5% | 59 | $21K |
| Global X Japan Co., Ltd. | 0.00% | Add +163.6% | 58 | $21K |
| Harbour Investments, Inc. | 0.00% | Add +43.6% | 56 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +9.8% | 56 | $20K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 54 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.3% | 54 | $19K |
| WealthCollab, LLC | 0.01% | No change | 50 | $18K |
| Signature Equity Partners, LLC | 0.01% | — | 49 | $18K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $18K |
| Millstone Evans Group, LLC | 0.01% | Reduce -44.3% | 49 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 48 | $17K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 47 | $17K |
| Johnson Financial Group, Inc. | 0.00% | No change | 44 | $16K |
| Raiffeisen Bank International AG | 0.00% | No change | 43 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 42 | $15K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Reduce -2.5% | 39 | $15K |
| DV Trading LLC | 0.00% | — | 40 | $14K |
| Bokf, NA | 0.00% | New | 38 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +12.5% | 36 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 37 | $13K |
| Trust Co | 0.00% | New | 37 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -82.3% | 33 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +675.0% | 31 | $11K |
| Center for Financial Planning, Inc. | 0.00% | No change | 30 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 30 | $11K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 28 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.6% | 27 | $10K |
| Chilton Capital Management LLC | 0.00% | No change | 26 | $9K |
| Clearstead Trust, LLC | 0.00% | Reduce -19.4% | 25 | $9K |
| Torren Management, LLC | 0.00% | — | 24 | $9K |
| Fortitude Family Office, LLC | 0.00% | Reduce -22.6% | 24 | $9K |
| Concord Wealth Partners | 0.00% | No change | 24 | $9K |
| Meeder Asset Management Inc. | 0.00% | No change | 21 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +25.0% | 20 | $7K |
| Ossiam | 0.00% | Reduce -79.0% | 20 | $7K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 19 | $7K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 19 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 19 | $7K |
| CNB Bank | 0.00% | No change | 19 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 19 | $7K |
| Trust Co. of Toledo NA | 0.00% | No change | 19 | $7K |
| Marquette Asset Management, LLC | 0.00% | Add +142.9% | 17 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 17 | $6K |
| Sachetta, LLC | 0.00% | No change | 16 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 15 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -81.5% | 15 | $5K |
| Whipplewood Advisors, LLC | 0.00% | New | 15 | $5K |
| Kemnay Advisory Services Inc. | 0.00% | New | 15 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 15 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +40.0% | 14 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 14 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 14 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | New | 14 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 13 | $5K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 13 | $5K |
| SHP Wealth Management | 0.00% | — | 13 | $5K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 12 | $4K |
| SouthState Bank Corp | 0.00% | Reduce -68.6% | 11 | $4K |
| Elyxium Wealth, LLC | 0.00% | New | 11 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 10 | $4K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $4K |
| First Eagle Investment Management, LLC | 0.00% | New | 10 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $4K |
| Ares Financial Consulting, LLC | 0.00% | — | 9 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 9 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -18.2% | 9 | $3K |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 9 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 9 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 8 | $3K |
| Avion Wealth | 0.00% | Add +66.7% | 10 | $3K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +600.0% | 7 | $3K |
| CX Institutional | 0.00% | New | 7 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 8 | $3K |
| First United Bank & Trust | 0.00% | Reduce -65.2% | 8 | $3K |
| Rossby Financial, LCC | 0.00% | New | 8 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -33.3% | 8 | $3K |
| Maseco LLP | 0.00% | Reduce -92.3% | 7 | $3K |
| Key Capital Management, INC | 0.00% | — | 7 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 7 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 7 | $2K |
| Kilter Group LLC | 0.00% | No change | 6 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 6 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 5 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 5 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 5 | $2K |
| Basepoint Wealth LLC | 0.00% | New | 4 | $1K |
| 1015 Capital Partners, LLC | 0.00% | — | 4 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 4 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 4 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $1K |
| Optima Capital LLC | 0.00% | New | 3 | $1K |
| Alerus Financial NA | 0.00% | No change | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $1K |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $715 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $714 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $714 |
| North Star Investment Management Corp. | 0.00% | New | 2 | $714 |
| Pacer Advisors, Inc. | 0.00% | No change | 2 | $714 |
| Bogart Wealth, LLC | 0.00% | New | 2 | $714 |
| Abound Financial, LLC | 0.00% | New | 2 | $700 |
| Winnacle Wealth LLC | 0.00% | Reduce -50.0% | 1 | $358 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $358 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $358 |
| Laurel Wealth Advisors LLC | 0.00% | New | 1 | $358 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $357 |
| American National Bank & Trust | 0.00% | New | 1 | $357 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $357 |
| Roble, Belko & Company, Inc | 0.00% | No change | 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.