LPL Financial HoldingsLPLA
13F holders, Q1 2026 (March 31)768holders −58
78new positions
141sold out
8famous investors
$301.60avg. 13F price*
At the end of Q1 2026, 768 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, down 58 from Q4 2025. 78 opened new positions and 141 sold out. The largest holders were BlackRock, Inc. ($1.5B), Dodge & Cox ($1.2B) and Boston Partners ($1.2B). 8 famous investors held it, including Stephen Mandel (4.9% of Lone Pine Capital's portfolio), Tom Gayner (1.4% of Markel Group's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $320.0M |
| Exits | 141 | $1.1B |
All 13F filers, Q4 2025 → Q1 2026: 10,249,533 shares bought and 8,257,711 shares sold, net +1,991,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| BlackRock, Inc. | 0.03% | Reduce -0.3% | 4,974,255 | $1.5B |
| Dodge & Cox | 0.69% | Add +5.0% | 4,146,547 | $1.2B |
| Boston Partners | 1.30% | Add +16.4% | 4,131,498 | $1.2B |
| Massachusetts Financial Services Co. | 0.39% | Add +4.0% | 3,869,359 | $1.2B |
| Vanguard Portfolio Management LLC | 0.06% | — | 3,851,978 | $1.2B |
| Janus Henderson Group PLC | 0.53% | Add +8.6% | 3,666,780 | $1.1B |
| Vanguard Capital Management LLC | 0.03% | — | 3,596,968 | $1.1B |
| Principal Financial Group Inc. | 0.42% | Add +36.3% | 2,636,544 | $793.2M |
| Samlyn Capital, LLC | 12.00% | Add +47.1% | 2,323,360 | $698.9M |
| Capital World Investors | 0.10% | Reduce -36.2% | 2,312,446 | $695.7M |
| Lone Pine Capital | 4.92% | Reduce -1.2% | 2,049,967 | $616.7M |
| Alliancebernstein L.P. | 0.18% | Add +31.1% | 1,571,998 | $561.5M |
| State Street Corp. | 0.02% | Add +1.1% | 1,863,266 | $560.5M |
| WCM Investment Management, LLC | 1.19% | Add +0.8% | 1,734,395 | $520.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.48% | Reduce -26.9% | 1,680,090 | $505.4M |
| Geode Capital Management, LLC | 0.03% | Add +2.6% | 1,594,750 | $478.5M |
| FMR LLC | 0.02% | Add +95.2% | 1,297,690 | $390.4M |
| Morgan Stanley | 0.02% | Reduce -27.2% | 1,283,665 | $386.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.08% | Reduce -13.3% | 1,093,406 | $328.9M |
| SurgoCap Partners LP | 10.25% | Add +2.6% | 1,020,839 | $307.1M |
| Van Eck Associates Corp. | 0.23% | Add +103.1% | 1,002,977 | $301.7M |
| Citadel Advisors | 0.20% | Add +159.1% | 923,471 | $277.8M |
| Darlington Partners Capital Management, LP | 12.07% | Add +14.1% | 893,006 | $268.6M |
| Millennium Management | 0.21% | Add +192.2% | 890,253 | $267.8M |
| Westfield Capital Management Co. LP | 1.11% | Add +40.9% | 881,506 | $265.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +3.5% | 816,367 | $245.6M |
| Bank of America Corp. | 0.02% | Add +0.9% | 803,428 | $241.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -34.0% | 790,730 | $237.4M |
| APG Asset Management N.V. | 0.64% | Add +3.9% | 772,692 | $201.7M |
| Raymond James Financial Inc. | 0.06% | Reduce -8.7% | 666,069 | $200.1M |
| UBS Group AG | 0.03% | Add +52.5% | 653,883 | $196.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +1.7% | 591,666 | $178.0M |
| Markel Group | 1.41% | No change | 559,951 | $168.5M |
| TD Asset Management Inc | 0.14% | Reduce -12.5% | 554,133 | $166.7M |
| Northern Trust Corp. | 0.02% | Add +1.9% | 525,446 | $158.1M |
| Vanguard Fiduciary Trust Co. | 0.04% | — | 508,294 | $152.9M |
| T. Rowe Price Associates Inc. | 0.02% | Add +72.1% | 498,623 | $150.0M |
| American Century Companies Inc. | 0.08% | Add +7.0% | 487,789 | $146.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.2% | 440,464 | $132.5M |
| Azora Capital LP | 8.45% | Reduce -4.7% | 427,338 | $128.6M |
| Wells Fargo & Company | 0.03% | Reduce -13.6% | 420,689 | $126.6M |
| Holocene Advisors, LP | 0.30% | Add +15.3% | 417,647 | $125.6M |
| Epoch Investment Partners, Inc. | 0.74% | Reduce -11.7% | 408,301 | $122.8M |
| Victory Capital Management Inc. | 0.08% | Add +288.5% | 405,812 | $122.1M |
| Franklin Resources Inc. | 0.03% | Add +148.5% | 402,014 | $120.9M |
| Fairview Capital Investment Management, LLC | 6.40% | Reduce -5.3% | 391,686 | $117.8M |
| Bank of New York Mellon Corp | 0.02% | Add +5.0% | 383,839 | $115.5M |
| Caisse de depot et placement du Quebec | 0.18% | Add +0.4% | 364,760 | $109.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +29.1% | 360,806 | $108.5M |
| Invesco Ltd. | 0.01% | Reduce -32.2% | 349,011 | $105.0M |
| Fort Washington Investment Advisors Inc. | 0.58% | Add +38.5% | 348,101 | $104.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.6% | 336,764 | $101.3M |
| Nomura Asset Management International Inc. | 0.17% | Reduce -0.0% | 328,874 | $98.9M |
| Voya Investment Management LLC | 0.12% | Add +4113.3% | 329,270 | $98.8M |
| Cantillon Capital Management LLC | 0.65% | Reduce -12.0% | 324,927 | $97.7M |
| First Pacific Advisors, LP | 1.38% | Reduce -17.2% | 320,624 | $96.5M |
| Coronation Fund Managers Ltd. | 3.98% | Add +27.2% | 290,443 | $87.4M |
| Legal & General Group Plc | 0.02% | Reduce -22.1% | 287,069 | $86.4M |
| Ameriprise Financial Inc. | 0.02% | Add +64.0% | 264,733 | $79.6M |
| Heron Bay Capital Management | 6.91% | Add +197.3% | 249,212 | $75.0M |
| Prana Capital Management, LP | 2.28% | New | 247,123 | $74.3M |
| Junto Capital Management LP | 1.52% | Add +78.2% | 238,515 | $71.8M |
| Truist Financial Corp. | 0.08% | Reduce -1.0% | 204,248 | $61.4M |
| Gilder Gagnon Howe & Co. LLC | 0.70% | Reduce -24.8% | 194,726 | $58.6M |
| Deutsche Bank AG | 0.02% | Reduce -10.9% | 167,681 | $50.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.1% | 167,528 | $50.4M |
| Nuveen, LLC | 0.01% | Add +3.9% | 165,818 | $49.9M |
| Stifel Financial Corp. | 0.05% | Reduce -9.2% | 164,557 | $49.5M |
| Royal Bank of Canada | 0.01% | Reduce -12.7% | 157,829 | $47.5M |
| Alyeska Investment Group, L.P. | 0.13% | New | 155,438 | $46.8M |
| Brown Brothers Harriman & Co. | 0.24% | Reduce -21.9% | 146,193 | $44.0M |
| California Public Employees Retirement System | 0.03% | Reduce -6.1% | 143,288 | $43.1M |
| Wellington Management Group LLP | 0.01% | Reduce -4.3% | 142,137 | $42.8M |
| LPL Financial LLC | 0.01% | Add +5.5% | 142,118 | $42.8M |
| National Pension Service | 0.03% | Add +11.5% | 140,551 | $42.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | — | 136,888 | $41.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.26% | Add +298.1% | 136,548 | $41.1M |
| Hudson Bay Capital Management LP | 0.27% | Add +69.0% | 135,324 | $40.7M |
| Jennison Associates LLC | 0.03% | Add +21.1% | 135,221 | $40.7M |
| Ceredex Value Advisors LLC | 1.26% | New | 132,920 | $40.0M |
| Citigroup Inc. | 0.02% | Add +29.7% | 128,597 | $38.7M |
| Neuberger Berman Group LLC | 0.03% | Add +2370.8% | 127,421 | $38.3M |
| Sei Investments Co. | 0.04% | Add +13.4% | 126,774 | $38.1M |
| Amundi | 0.01% | Reduce -26.3% | 125,776 | $37.8M |
| Baron Capital (BAMCO) | 0.11% | Reduce -30.5% | 121,778 | $36.6M |
| Renaissance Technologies | 0.06% | Add +5.7% | 120,540 | $36.3M |
| Perpetual Ltd | 0.54% | Add +15.9% | 117,574 | $35.4M |
| California State Teachers Retirement System | 0.04% | Reduce -1.9% | 117,376 | $35.3M |
| PFA Pension, Forsikringsaktieselskab | 0.10% | No change | 114,846 | $34.5M |
| Westwood Holdings Group Inc. | 0.24% | Reduce -20.7% | 109,442 | $32.9M |
| Susquehanna International Group, LLP | 0.04% | Add +153.5% | 108,195 | $32.5M |
| Jain Global LLC | 0.42% | Reduce -22.3% | 102,208 | $30.7M |
| Rhumbline Advisers | 0.03% | Add +0.3% | 101,065 | $30.4M |
| Champlain Investment Partners, LLC | 0.39% | New | 101,050 | $30.4M |
| Danske Bank A/S | 0.07% | Reduce -19.9% | 99,640 | $30.0M |
| Jane Street Group, LLC | 0.03% | Add +2481.5% | 98,615 | $29.7M |
| Aberdeen Group plc | 0.05% | Add +1.0% | 98,444 | $29.6M |
| Clarkston Capital Partners, LLC | 2.21% | Reduce -68.0% | 96,404 | $29.0M |
| Cander Asset Management LP | 5.15% | Add +57.5% | 95,330 | $28.7M |
| First Trust Advisors LP | 0.02% | Reduce -5.0% | 93,551 | $28.1M |
| Barclays PLC | 0.01% | Add +4.3% | 92,598 | $27.9M |
| Schonfeld Strategic Advisors LLC | 0.22% | Add +499.1% | 89,762 | $27.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +10.2% | 85,931 | $25.9M |
| Foster Victor Wealth Advisors, LLC | 1.38% | Add +14.4% | 74,731 | $24.1M |
| Trillium Asset Management, LLC | 0.74% | Reduce -2.3% | 72,595 | $22.2M |
| Picton Mahoney Asset Management | 0.23% | Add +106.3% | 73,050 | $22.0M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -33.7% | 72,862 | $21.9M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -0.3% | 71,944 | $21.6M |
| Family Wealth Partners, LLC | 7.35% | Reduce -29.9% | 71,531 | $21.5M |
| Aviva PLC | 0.03% | Add +2.8% | 68,824 | $20.7M |
| Focus Partners Advisor Solutions, LLC | 0.21% | Reduce -31.1% | 68,815 | $20.7M |
| Royal London Asset Management Ltd. | 0.04% | Add +0.1% | 64,965 | $19.5M |
| TD Waterhouse Canada Inc. | 0.06% | Add +204115.1% | 67,391 | $19.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +60.0% | 64,000 | $19.3M |
| Lynwood Price Capital Management LP | 9.62% | Reduce -15.0% | 59,500 | $17.9M |
| Swedbank AB | 0.02% | Reduce -19.5% | 58,348 | $17.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -4.2% | 56,633 | $17.0M |
| State of Wisconsin Investment Board | 0.04% | Add +26.3% | 55,553 | $16.7M |
| Artemis Investment Management LLP | 0.17% | Reduce -17.9% | 51,927 | $15.6M |
| Point72 Asset Management | 0.03% | Add +169.7% | 50,643 | $15.2M |
| Teca Partners, LP | 12.02% | Add +20.6% | 50,078 | $15.1M |
| Mawer Investment Management Ltd. | 0.09% | Reduce -1.8% | 48,723 | $14.7M |
| B. Metzler seel. Sohn & Co. AG | 0.13% | Add +45.6% | 47,550 | $14.3M |
| Natixis Advisors, LLC | 0.02% | Add +15.7% | 47,248 | $14.2M |
| Quantinno Capital Management LP | 0.02% | Add +33.1% | 46,516 | $14.0M |
| Winmill & Co. Inc. | 4.04% | Reduce -4.8% | 46,500 | $14.0M |
| BNP Paribas Financial Markets | 0.01% | Add +28.5% | 45,357 | $13.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +6.3% | 45,279 | $13.6M |
| LRZ Capital LLC | 6.77% | Add +10.2% | 44,950 | $13.5M |
| HSBC Holdings PLC | 0.01% | Reduce -25.0% | 43,796 | $13.2M |
| New York State Common Retirement Fund | 0.02% | No change | 43,641 | $13.1M |
| Interval Partners, LP | 0.43% | New | 41,091 | $12.4M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -10.4% | 39,830 | $12.0M |
| Vanguard Global Advisers, LLC | 0.01% | — | 39,696 | $11.9M |
| Vanguard Investments Australia, Ltd. | 0.03% | — | 39,653 | $11.9M |
| Whittier Trust Co. | 0.13% | Add +11.2% | 40,451 | $11.9M |
| LBP Am SA | 0.15% | Add +9.7% | 37,605 | $11.3M |
| Munich Reinsurance Co Stock Corp in Munich | 0.28% | Add +11.7% | 37,605 | $11.3M |
| Thornburg Investment Management Inc. | 0.12% | Add +25.6% | 37,010 | $11.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -2.5% | 36,853 | $11.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +18.8% | 34,991 | $10.7M |
| Saraza Management, LP | 4.36% | Reduce -16.4% | 34,600 | $10.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -3.7% | 34,429 | $10.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.2% | 34,114 | $10.3M |
| KWB Wealth | 1.01% | No change | 28,624 | $10.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.7% | 33,984 | $10.2M |
| Captrust Financial Advisors | 0.02% | Reduce -9.6% | 33,174 | $10.0M |
| AQR Capital Management | 0.00% | Add +40.4% | 32,925 | $9.9M |
| Corient Private Wealth LP | 0.01% | Reduce -1.2% | 32,562 | $9.8M |
| KLP Kapitalforvaltning As | 0.04% | Add +1.9% | 31,300 | $9.4M |
| Korea Investment CORP | 0.02% | Reduce -45.0% | 31,213 | $9.4M |
| Tredje AP-fonden | 0.05% | Add +278.6% | 31,090 | $9.4M |
| Mn Services Vermogensbeheer B.V. | 0.06% | No change | 30,742 | $9.2M |
| Basswood Capital Management, L.L.C. | 0.46% | New | 30,206 | $9.1M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -2.2% | 29,576 | $8.9M |
| Argent Capital Management LLC | 0.27% | Add +50.9% | 28,855 | $8.7M |
| ArrowMark Colorado Holdings LLC | 0.23% | Add +11.6% | 28,835 | $8.7M |
| Icon Advisers Inc. | 2.04% | No change | 28,748 | $8.6M |
| Foyston, Gordon & Payne Inc | 1.99% | New | 28,724 | $8.6M |
| Donaldson Capital Management, LLC | 0.28% | New | 28,398 | $8.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.1% | 28,192 | $8.5M |
| Walleye Capital LLC | 0.06% | Add +1765.0% | 27,379 | $8.2M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 27,298 | $8.2M |
| GW&K Investment Management, LLC | 0.07% | Reduce -47.4% | 27,064 | $8.1M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.78% | New | 26,041 | $7.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.7% | 25,761 | $7.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Reduce -9.7% | 24,368 | $7.3M |
| Empowered Funds, LLC | 0.05% | Add +32.6% | 24,339 | $7.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +2.1% | 24,326 | $7.3M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.8% | 24,222 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.8% | 23,755 | $7.2M |
| Nordea Investment Management AB | 0.01% | Add +192.7% | 23,503 | $7.0M |
| Handelsbanken Fonder AB | 0.02% | No change | 22,581 | $6.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +51.4% | 22,440 | $6.8M |
| Gillson Capital LP | 0.54% | New | 22,000 | $6.6M |
| Storebrand Asset Management As | 0.02% | Reduce -30.7% | 21,953 | $6.6M |
| Arizona State Retirement System | 0.04% | Reduce -1.0% | 21,748 | $6.5M |
| EFG International AG | 0.14% | Reduce -2.9% | 20,734 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +937.3% | 20,923 | $6.2M |
| Squarepoint Ops LLC | 0.01% | New | 20,456 | $6.2M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Add +5.5% | 20,868 | $6.1M |
| Kennedy Capital Management LLC | 0.13% | Reduce -0.3% | 20,176 | $6.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +118.4% | 19,923 | $6.0M |
| Reinhart Partners, Llc. | 0.17% | Reduce -5.4% | 19,751 | $5.9M |
| Winthrop Advisory Group LLC | 0.48% | Reduce -0.3% | 19,665 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -68.2% | 19,661 | $5.9M |
| Iridian Asset Management LLC | 2.38% | Add +35.7% | 19,518 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +4.0% | 19,511 | $5.9M |
| Silvant Capital Management LLC | 0.20% | Add +32.1% | 19,260 | $5.8M |
| IFM Investors Pty Ltd | 0.05% | Add +6.6% | 19,251 | $5.8M |
| Xponance LLC | 0.04% | Add +9.1% | 18,963 | $5.7M |
| US Bancorp \de | 0.01% | Reduce -5.2% | 18,839 | $5.7M |
| SummitTX Capital, L.P. | 0.18% | New | 18,466 | $5.6M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -30.0% | 18,136 | $5.5M |
| Karl Kapital LLC | 3.75% | New | 17,994 | $5.4M |
| Brant Point Investment Management LLC | 1.48% | Reduce -13.4% | 17,964 | $5.4M |
| Eagle Rock Investment Company, LLC | 0.78% | Add +0.1% | 17,900 | $5.4M |
| XTX Topco Ltd | 0.09% | New | 17,186 | $5.2M |
| Blair William & Co. | 0.01% | Add +207.9% | 17,170 | $5.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +3.8% | 17,115 | $5.1M |
| Catalyst Funds Management Pty Ltd | 0.87% | Add +49.8% | 17,080 | $5.1M |
| SEB Asset Management AB | 0.02% | — | 16,710 | $5.0M |
| KR Capital LP | 1.00% | — | 16,656 | $5.0M |
| ICICI Prudential Asset Management Co Ltd | 0.60% | Add +108.6% | 16,478 | $5.0M |
| DNB Asset Management AS | 0.02% | Add +8.3% | 16,477 | $5.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -43.0% | 16,473 | $5.0M |
| Primecap Management Co. | 0.00% | No change | 16,000 | $4.8M |
| Dark Forest Capital Management LP | 0.42% | New | 15,563 | $4.7M |
| Eurizon Capital SGR S.p.A. | 0.01% | Reduce -0.8% | 15,358 | $4.6M |
| Fifth Third Bancorp | 0.01% | Add +4273.4% | 15,263 | $4.6M |
| SCS Capital Management LLC | 0.05% | No change | 15,161 | $4.6M |
| Bank of Montreal | 0.00% | Add +187.3% | 14,728 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -89.1% | 14,676 | $4.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -1.0% | 14,506 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +29.7% | 14,362 | $4.3M |
| Atria Investments, Inc | 0.05% | Reduce -11.9% | 14,360 | $4.3M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -26.9% | 14,272 | $4.3M |
| MML Investors Services, LLC | 0.01% | Reduce -24.6% | 14,209 | $4.3M |
| Swiss Life Asset Management Ltd | 0.02% | Add +11.6% | 14,113 | $4.2M |
| Commerce Bank | 0.02% | Reduce -5.0% | 13,947 | $4.2M |
| 1248 Management, LLC | 1.93% | New | 13,873 | $4.2M |
| United Asset Strategies, Inc. | 0.33% | Add +4.3% | 13,767 | $4.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +10.2% | 13,748 | $4.1M |
| Bell Asset Management Ltd | 1.21% | Add +32.8% | 13,654 | $4.1M |
| Cinctive Capital Management LP | 0.27% | New | 13,611 | $4.1M |
| Kornitzer Capital Management Inc. | 0.09% | No change | 13,500 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +4.2% | 13,248 | $4.0M |
| &partners | 0.02% | Reduce -4.8% | 13,094 | $3.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +0.4% | 13,040 | $3.9M |
| Utah Retirement Systems | 0.04% | Reduce -1.6% | 12,954 | $3.9M |
| KBC Group NV | 0.01% | Add +0.1% | 12,922 | $3.9M |
| NewEdge Wealth, LLC | 0.05% | Reduce -35.3% | 12,914 | $3.9M |
| Lord, Abbett & Co. LLC | 0.01% | Add +14.3% | 12,700 | $3.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.22% | New | 12,449 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.4% | 12,255 | $3.7M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +0.1% | 11,867 | $3.6M |
| Man Group plc | 0.01% | Reduce -56.6% | 11,821 | $3.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +28.1% | 11,526 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -24.7% | 11,486 | $3.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 11,400 | $3.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | Reduce -12.3% | 11,312 | $3.4M |
| Kerusso Capital Management LLC | 1.70% | Reduce -6.7% | 11,288 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +207.5% | 11,251 | $3.4M |
| Creative Planning | 0.00% | Add +18.0% | 11,210 | $3.4M |
| 2Xideas AG | 1.31% | Add +1.1% | 11,153 | $3.4M |
| Lighthouse Investment Partners, LLC | 0.13% | New | 11,129 | $3.3M |
| Fremen Capital Management LP | 3.09% | Reduce -48.1% | 11,078 | $3.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -22.1% | 11,031 | $3.3M |
| Annex Advisory Services, LLC | 0.06% | Add +31.1% | 10,975 | $3.3M |
| Anchor Investment Management, LLC | 0.27% | Add +2.0% | 10,884 | $3.3M |
| Gradient Investments LLC | 0.05% | Add +94.3% | 10,881 | $3.3M |
| Toronto Dominion Bank | 0.01% | Reduce -16.8% | 10,836 | $3.3M |
| Oliver Luxxe Assets LLC | 0.47% | Add +4.0% | 10,502 | $3.2M |
| Allstate Corp. | 0.03% | Add +75.1% | 10,462 | $3.1M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.6% | 10,301 | $3.1M |
| TCW Group Inc. | 0.02% | Reduce -31.5% | 10,110 | $3.0M |
| Retirement Capital Strategies | 1.14% | No change | 10,041 | $3.0M |
| King Luther Capital Management Corp. | 0.01% | Add +29.9% | 9,799 | $2.9M |
| Impax Asset Management Group plc | 0.02% | Reduce -1.4% | 9,702 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +50.6% | 9,614 | $2.9M |
| STRS Ohio | 0.01% | Reduce -26.7% | 9,606 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 9,560 | $2.9M |
| Summit Trail Advisors, LLC | 0.04% | Add +4.5% | 9,343 | $2.8M |
| Beacon Investment Advisors LLC | 1.06% | Reduce -1.0% | 9,291 | $2.8M |
| Segment Wealth Management, LLC | 0.16% | New | 9,197 | $2.8M |
| Diversified Trust Co. | 0.05% | New | 9,098 | $2.7M |
| Greenleaf Trust | 0.03% | Reduce -1.9% | 9,088 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.9% | 8,940 | $2.7M |
| Polar Asset Management Partners Inc. | 0.09% | New | 8,916 | $2.7M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 8,718 | $2.6M |
| Flynn Zito Capital Management, LLC | 0.83% | Add +0.1% | 8,661 | $2.6M |
| OP Asset Management Ltd | 0.03% | Reduce -5.3% | 8,436 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -9.0% | 8,354 | $2.5M |
| J. Goldman & Co LP | 0.12% | New | 8,300 | $2.5M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -14.6% | 8,148 | $2.5M |
| SG Americas Securities, LLC | 0.00% | Add +37.1% | 8,052 | $2.4M |
| Avanza Fonder AB | 0.07% | No change | 8,043 | $2.4M |
| Intercapital, LLC | 1.33% | New | 8,000 | $2.4M |
| Morningstar Investment Management LLC | 0.15% | Add +42.6% | 7,849 | $2.4M |
| Caldwell Trust Co | 0.21% | Reduce -0.6% | 7,833 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Add +1.6% | 7,789 | $2.3M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 7,468 | $2.2M |
| HM Payson & Co. | 0.03% | Reduce -2.3% | 7,380 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.4% | 7,547 | $2.2M |
| Candriam S.C.A. | 0.01% | Reduce -0.5% | 7,295 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +7.8% | 7,220 | $2.2M |
| Credit Agricole S A | 0.01% | Add +5.2% | 7,089 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -25.7% | 7,057 | $2.1M |
| TD Private Client Wealth LLC | 0.04% | Reduce -26.4% | 7,008 | $2.1M |
| Laurion Capital Management LP | 0.21% | No change | 7,000 | $2.1M |
| Cibc World Market Inc. | 0.00% | Add +1.3% | 6,880 | $2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +37.8% | 6,784 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +0.6% | 6,735 | $2.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -0.7% | 6,702 | $2.0M |
| Callan Family Office, LLC | 0.05% | Add +4.8% | 6,674 | $2.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | New | 6,624 | $2.0M |
| Mackenzie Financial Corp. | 0.00% | Add +15.4% | 6,588 | $2.0M |
| Dynamic Technology Lab Private Ltd | 0.32% | Add +438.1% | 6,586 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -5.5% | 6,503 | $2.0M |
| Amalgamated Bank | 0.01% | Reduce -9.9% | 6,461 | $1.9M |
| Sterling Capital Management LLC | 0.04% | Reduce -22.0% | 6,452 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.9% | 6,400 | $1.9M |
| WealthPoint Financial, LLC | 1.60% | Reduce -11.5% | 6,360 | $1.9M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -69.6% | 6,262 | $1.9M |
| Gulf International Bank (UK) Ltd | 0.04% | Add +47.2% | 6,194 | $1.9M |
| James Investment Research, Inc. | 0.21% | Reduce -2.4% | 6,186 | $1.9M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 6,166 | $1.9M |
| Tobam | 0.47% | Reduce -61.0% | 6,043 | $1.8M |
| Jackson Wealth Management, LLC | 0.19% | Reduce -1.3% | 6,018 | $1.8M |
| CGN Advisors LLC | 0.14% | Add +1.7% | 5,917 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +69.2% | 5,884 | $1.8M |
| Sterling Group Wealth Management, LLC | 0.84% | Add +0.7% | 5,869 | $1.8M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -11.7% | 5,793 | $1.7M |
| Investment Management Corp of Ontario | 0.02% | Reduce -6.1% | 5,742 | $1.7M |
| Farringdon Capital, Ltd. | 0.38% | New | 5,717 | $1.7M |
| Bank of Nova Scotia | 0.00% | Add +0.7% | 5,705 | $1.7M |
| Ostrum Asset Management | 0.10% | Add +90.5% | 5,666 | $1.7M |
| Coastal Bridge Advisors, LLC | 0.12% | Add +1.8% | 5,575 | $1.7M |
| Sovereign's Capital Management, LLC | 1.18% | New | 5,348 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +16.9% | 5,291 | $1.6M |
| Knollwood Investment Advisory, LLC | 0.16% | No change | 5,275 | $1.6M |
| Future Fund LLC | 0.55% | Reduce -2.5% | 5,210 | $1.6M |
| Virtus Investment Advisers, LLC | 0.43% | Reduce -6.6% | 5,198 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -2.2% | 5,151 | $1.5M |
| Ethic Inc. | 0.02% | Reduce -4.9% | 5,147 | $1.5M |
| South Dakota Investment Council | 0.03% | Reduce -28.0% | 5,147 | $1.5M |
| Crawford Investment Counsel Inc. | 0.03% | Add +5.3% | 5,130 | $1.5M |
| Vise Technologies, Inc. | 0.03% | No change | 4,317 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.7% | 5,060 | $1.5M |
| Independent Advisor Alliance | 0.02% | Reduce -4.2% | 5,035 | $1.5M |
| Fulton Bank, N.A. | 0.05% | Add +5.4% | 4,963 | $1.5M |
| M&T Bank Corp | 0.00% | Add +0.9% | 4,960 | $1.5M |
| Bessemer Group Inc. | 0.00% | Add +43.2% | 4,933 | $1.5M |
| Mariner, LLC | 0.00% | Add +47.6% | 4,931 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.7% | 4,903 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -50.4% | 4,849 | $1.5M |
| Banque Cantonale Vaudoise | 0.05% | Reduce -13.1% | 4,827 | $1.5M |
| Shepherd Financial Partners LLC | 0.14% | No change | 4,755 | $1.4M |
| Third View Private Wealth, LLC | 0.19% | Add +53.2% | 4,640 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.8% | 4,622 | $1.4M |
| D L Carlson Investment Group Inc. | 0.24% | New | 4,564 | $1.4M |
| Paradigm Asset Management Co. LLC | 0.32% | No change | 4,500 | $1.4M |
| Presidio Capital Management, LLC | 0.39% | Reduce -0.3% | 4,473 | $1.3M |
| Townsquare Capital LLC | 0.30% | Reduce -3.2% | 4,439 | $1.3M |
| Two Sigma Securities, LLC | 0.15% | Add +184.1% | 4,259 | $1.3M |
| ASR Vermogensbeheer N.V. | 0.01% | Add +1.6% | 4,251 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Add +18.3% | 4,212 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -57.0% | 4,156 | $1.3M |
| Vident Advisory, LLC | 0.01% | Add +34.1% | 4,113 | $1.2M |
| National Bank of Canada | 0.00% | Add +12.5% | 4,078 | $1.2M |
| Choreo, LLC | 0.01% | Add +123.9% | 4,063 | $1.2M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | Add +15.6% | 4,043 | $1.2M |
| TT International Asset Management LTD | 0.13% | Add +515.4% | 3,988 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +26.5% | 3,973 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -72.4% | 3,912 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 3,873 | $1.2M |
| Burney Co./ | 0.04% | Reduce -87.3% | 3,795 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Add +7.3% | 3,778 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +44.8% | 3,768 | $1.1M |
| Leelyn Smith, LLC | 0.16% | Add +19.5% | 3,764 | $1.1M |
| Shelton Wealth Management, LLC | 0.49% | Reduce -1.4% | 3,672 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Reduce -15.2% | 3,596 | $1.1M |
| Osmosis Investment Management UK Ltd | 0.03% | Add +100.1% | 3,591 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -1.0% | 3,585 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +19.8% | 3,555 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.8% | 3,506 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -15.8% | 3,463 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +32.8% | 3,453 | $1.0M |
| Abn Amro Investment Solutions | 0.01% | Add +10.9% | 3,434 | $1.0M |
| SkyView Investment Advisors, LLC | 0.14% | Add +3.0% | 3,384 | $1.0M |
| Generali Asset Management SPA SGR | 0.02% | Reduce -35.9% | 3,371 | $1.0M |
| Fiduciary Trust Co | 0.01% | Reduce -11.4% | 3,366 | $1.0M |
| Stenger Family Office, LLC | 0.18% | Reduce -3.6% | 3,305 | $994K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.1% | 3,286 | $988K |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -50.1% | 3,284 | $988K |
| Aureus Asset Management, LLC | 0.06% | Reduce -6.9% | 3,234 | $973K |
| PEAK6 LLC | 0.03% | New | 3,220 | $969K |
| Twin Tree Management, LP | 0.20% | Add +425.9% | 3,171 | $954K |
| Woodline Partners LP | 0.00% | Reduce -95.8% | 3,122 | $939K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -32.5% | 3,091 | $930K |
| Arq Wealth Advisors, LLC | 0.17% | New | 3,090 | $930K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.1% | 3,067 | $923K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 3,030 | $911K |
| Gabelli Funds LLC | 0.01% | Reduce -2.6% | 3,000 | $902K |
| Caprock Group, LLC | 0.02% | Add +63.9% | 2,994 | $901K |
| Saudi Central Bank | 0.02% | New | 2,954 | $889K |
| Fieldview Capital Management, LLC | 0.26% | Add +368.0% | 2,925 | $880K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,916 | $877K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.3% | 2,866 | $862K |
| Prospera Financial Services Inc | 0.01% | New | 2,849 | $857K |
| Schroder Investment Management Group | 0.00% | No change | 2,815 | $847K |
| Principal Securities, Inc. | 0.01% | Add +17.0% | 2,781 | $837K |
| IHT Wealth Management, LLC | 0.02% | Reduce -20.7% | 2,751 | $828K |
| Waverly Advisors, LLC | 0.01% | Add +288.1% | 2,740 | $824K |
| Parallel Advisors, LLC | 0.01% | Add +7.2% | 2,711 | $816K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.4% | 2,711 | $815K |
| Vestcor Inc | 0.02% | No change | 2,689 | $809K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +22.0% | 2,663 | $791K |
| Buttonwood Financial Advisors Inc. | 0.26% | New | 2,615 | $787K |
| Lido Advisors, LLC | 0.00% | Add +35.2% | 2,608 | $785K |
| Greenland Capital Management LP | 0.18% | Reduce -10.3% | 2,600 | $782K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +67.4% | 2,595 | $764K |
| Raiffeisen Bank International AG | 0.01% | Add +5765.1% | 2,522 | $757K |
| Garrett Wealth Advisory Group, LLC | 0.13% | Add +0.4% | 2,509 | $755K |
| Macquarie Group Ltd. | 0.00% | Add +4.2% | 2,505 | $754K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -35.1% | 2,498 | $751K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.1% | 2,491 | $749K |
| Farther Finance Advisors, LLC | 0.01% | Add +300.8% | 2,533 | $733K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -98.0% | 2,514 | $727K |
| Tidal Investments LLC | 0.00% | Add +5.5% | 2,400 | $722K |
| LVW Advisors, LLC | 0.07% | Reduce -23.3% | 2,357 | $709K |
| Quantitative Investment Management, LLC | 0.07% | No change | 2,358 | $709K |
| North Dakota State Investment Board | 0.03% | Reduce -17.9% | 2,303 | $693K |
| Park Avenue Securities LLC | 0.01% | New | 2,301 | $692K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.1% | 2,287 | $688K |
| Root Financial Partners, LLC | 0.03% | Reduce -1.7% | 2,279 | $686K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $683K |
| Greenline Partners, LLC | 0.07% | No change | 2,266 | $682K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 2,224 | $668K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -4.0% | 2,203 | $663K |
| Hamilton Capital Partners Inc. | 0.02% | Add +18.9% | 2,180 | $656K |
| Integrated Wealth Concepts LLC | 0.01% | New | 2,157 | $649K |
| Los Angeles Capital Management LLC | 0.00% | Add +495.6% | 2,150 | $647K |
| Hohimer Wealth Management, LLC | 0.08% | New | 2,123 | $639K |
| Yorktown Management & Research Co Inc | 0.53% | Reduce -60.3% | 2,100 | $632K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 2,097 | $631K |
| Matrix Trust Co | 0.10% | New | 2,093 | $630K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.6% | 2,093 | $630K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.7% | 2,085 | $627K |
| Impact Capital Partners LLC | 0.19% | Reduce -24.9% | 2,077 | $625K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -42.5% | 2,020 | $608K |
| Triad Wealth Partners, LLC | 0.05% | Add +3.8% | 2,011 | $605K |
| Gilbert & Cook, Inc. | 0.08% | Add +40.0% | 2,002 | $602K |
| Arkadios Wealth Advisors | 0.01% | Reduce -23.6% | 1,975 | $594K |
| Cwm, LLC | 0.00% | Add +17.6% | 1,973 | $594K |
| Avior Wealth Management, LLC | 0.02% | Add +2.0% | 1,948 | $586K |
| Sowell Financial Services LLC | 0.02% | Add +1.0% | 1,941 | $584K |
| Oak Thistle LLC | 0.06% | Reduce -76.9% | 1,928 | $580K |
| Pitcairn Wealth Advisors LLC | 0.05% | No change | 1,618 | $578K |
| Retirement Planning Group, LLC | 0.02% | Reduce -3.5% | 1,888 | $568K |
| Integrated Investment Consultants, LLC | 0.12% | Reduce -59.1% | 1,884 | $567K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -24.2% | 1,873 | $563K |
| Tran Capital Management, L.P. | 0.08% | Reduce -0.1% | 1,848 | $556K |
| Lanark Financial, Inc. | 0.04% | Reduce -1.6% | 1,843 | $554K |
| Gibbs Wealth Management | 0.07% | Add +16.7% | 1,830 | $551K |
| Keybank National Association | 0.00% | Add +24.4% | 1,812 | $545K |
| Prudential Financial Inc. | 0.00% | Reduce -81.3% | 1,811 | $545K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -3.5% | 1,800 | $541K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 1,797 | $541K |
| Larson Financial Group LLC | 0.02% | Add +2635.4% | 1,778 | $535K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 1,769 | $532K |
| Yousif Capital Management, LLC | 0.01% | Add +3.8% | 1,731 | $521K |
| Sanchez Wealth Management Group | 0.11% | Add +0.1% | 1,715 | $516K |
| Prudential PLC | 0.00% | No change | 1,681 | $506K |
| Emerald Advisers, LLC | 0.02% | No change | 1,672 | $503K |
| Compton Financial Group, LLC | 0.11% | No change | 1,666 | $501K |
| Bridges Investment Management Inc. | 0.01% | Reduce -10.3% | 1,658 | $499K |
| Pettee Investors, Inc. | 0.26% | No change | 1,490 | $498K |
| Mattson Financial Services, LLC | 0.12% | Add +63.1% | 1,646 | $495K |
| Magnolia Private Wealth, LLC | 0.33% | Reduce -0.2% | 1,644 | $495K |
| Storgate, LLC | 0.38% | Add +11.6% | 1,630 | $490K |
| Lombard Odier Asset Management (Switzerland) SA | 0.02% | New | 1,630 | $490K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.4% | 1,629 | $490K |
| Wedmont Private Capital | 0.02% | Reduce -4.7% | 1,548 | $481K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Add +178.0% | 1,593 | $479K |
| Potentia Wealth | 0.18% | Add +0.1% | 1,580 | $475K |
| Pennsylvania Capital Management Inc. | 0.14% | No change | 1,572 | $473K |
| Moneco Advisors, LLC | 0.04% | No change | 1,547 | $466K |
| Foresight Global Investors, Inc. | 0.28% | No change | 1,459 | $439K |
| Wealth Alliance, LLC | 0.04% | Reduce -12.2% | 1,448 | $436K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -0.3% | 1,442 | $434K |
| DGS Capital Management, LLC | 0.07% | Reduce -14.2% | 1,414 | $425K |
| Advisor Resource Council | 0.17% | New | 1,405 | $423K |
| UniSuper Management Pty Ltd | 0.00% | No change | 1,400 | $421K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -31.4% | 1,390 | $418K |
| Spahn Wealth & Retirement LLC | 0.53% | No change | 1,386 | $417K |
| Legacy Financial Group LLC | 0.05% | No change | 1,381 | $415K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -0.4% | 1,379 | $415K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -87.6% | 1,360 | $409K |
| DRW Securities, LLC | 0.02% | Add +53.6% | 1,330 | $400K |
| Canada Pension Plan Investment Board | 0.00% | Add +175.0% | 1,320 | $397K |
| Prossimo Advisors, LLC | 2.38% | No change | 1,300 | $391K |
| RiverGlades Family Offices LLC | 0.23% | — | 1,300 | $391K |
| V-Square Quantitative Management LLC | 0.04% | Add +16.0% | 1,293 | $389K |
| RMR Wealth Builders | 0.03% | No change | 1,276 | $384K |
| Riverpoint Wealth Management Holdings, LLC | 0.08% | Add +0.1% | 1,273 | $383K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 1,244 | $374K |
| Erste Asset Management GmbH | 0.00% | No change | 1,246 | $374K |
| Old National Bancorp | 0.01% | Add +9.3% | 1,242 | $374K |
| Lifestyle Asset Management, Inc. | 0.12% | Add +4.1% | 1,240 | $373K |
| Signaturefd, LLC | 0.01% | Reduce -6.3% | 1,221 | $367K |
| Sumitomo Life Insurance Co. | 0.01% | Add +3.3% | 1,217 | $366K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -0.3% | 1,207 | $363K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -82.3% | 1,203 | $362K |
| Teacher Retirement System of Texas | 0.00% | Reduce -54.9% | 1,194 | $359K |
| SFG Wealth Management, LLC. | 0.15% | Add +0.6% | 1,193 | $359K |
| One Wealth Advisors, LLC | 0.04% | Add +26.6% | 1,185 | $356K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -59.6% | 1,180 | $355K |
| Legato Capital Management LLC | 0.03% | Reduce -39.9% | 1,168 | $351K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -2.0% | 1,163 | $350K |
| Huntington National Bank | 0.00% | Add +69.2% | 1,154 | $347K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,150 | $346K |
| Concorde Asset Management, LLC | 0.17% | Reduce -50.8% | 1,134 | $341K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 1,120 | $337K |
| denkapparat Operations GmbH | 0.14% | No change | 1,118 | $336K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -36.3% | 1,113 | $335K |
| Brighton Jones LLC | 0.01% | New | 1,098 | $330K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -30.5% | 1,091 | $328K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.7% | 1,084 | $326K |
| Marks Group Wealth Management, Inc | 0.03% | Add +36.4% | 1,082 | $325K |
| Vision Retirement, LLC | 0.09% | Reduce -3.2% | 1,043 | $314K |
| Impact Investors, Inc | 0.22% | Reduce -0.4% | 1,042 | $313K |
| Fidelis Capital Partners, LLC | 0.02% | Add +9.0% | 1,039 | $313K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.9% | 1,039 | $313K |
| WINTON GROUP Ltd | 0.01% | New | 1,036 | $312K |
| Heritage Family Offices, LLP | 0.14% | Reduce -46.0% | 1,031 | $310K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 1,025 | $308K |
| Frontier Capital Management Co. LLC | 0.00% | New | 1,017 | $306K |
| Evergreen Capital Management LLC | 0.01% | New | 1,012 | $304K |
| Everpar Advisors LLC | 0.10% | Reduce -27.5% | 1,006 | $303K |
| Evolve Private Wealth, LLC | 0.02% | Add +20.3% | 1,002 | $302K |
| WJ Wealth Management, LLC | 0.14% | No change | 1,000 | $301K |
| DE Burlo Group Inc. | 0.07% | No change | 1,000 | $301K |
| International Assets Investment Management, LLC | 0.02% | Reduce -26.9% | 1,038 | $300K |
| Camden National Bank | 0.04% | Add +8.5% | 986 | $297K |
| VestGen Advisors, LLC | 0.01% | Reduce -63.0% | 986 | $290K |
| Mgo One Seven LLC | 0.01% | Reduce -0.1% | 960 | $289K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +3.4% | 949 | $285K |
| Mather Group, Llc. | 0.00% | No change | 916 | $276K |
| Norden Group LLC | 0.03% | Reduce -6.5% | 897 | $270K |
| Valeo Financial Advisors, LLC | 0.01% | New | 897 | $270K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -15.7% | 896 | $270K |
| TruNorth Capital Management, LLC | 0.05% | Reduce -19.7% | 891 | $268K |
| Curi Capital, LLC | 0.00% | Add +1.1% | 870 | $262K |
| Benjamin Edwards Inc. | 0.00% | Reduce -29.5% | 868 | $261K |
| Tsfg, LLC | 0.04% | No change | 866 | $261K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 864 | $260K |
| PCM Encore, LLC | 0.05% | Add +1.2% | 860 | $259K |
| Perennial Investment Advisors, LLC | 0.02% | Add +7.0% | 853 | $257K |
| Vontobel Holding Ltd. | 0.00% | No change | 843 | $254K |
| GAMMA Investing LLC | 0.01% | Add +7.6% | 839 | $252K |
| Quent Capital, LLC | 0.02% | Add +1.2% | 834 | $251K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.8% | 695 | $248K |
| Malaga Cove Capital, LLC | 0.09% | Reduce -1.0% | 817 | $246K |
| Personal Cfo Solutions, LLC | 0.03% | Add +20.8% | 809 | $243K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -2.3% | 806 | $242K |
| Parcion Private Wealth LLC | 0.01% | New | 801 | $241K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | Add +0.6% | 786 | $236K |
| Founders Financial Alliance, LLC | 0.04% | New | 782 | $235K |
| Archer Investment Corp | 0.05% | No change | 779 | $234K |
| Metis Global Partners, LLC | 0.01% | Reduce -6.5% | 766 | $230K |
| Cigna Investments Inc. | 0.04% | Reduce -2.7% | 765 | $230K |
| Roberts Glore & Co. Inc. | 0.06% | New | 764 | $230K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 760 | $229K |
| Intrust Bank NA | 0.02% | Add +0.4% | 750 | $226K |
| Berger Financial Group, Inc | 0.01% | Add +6.1% | 749 | $225K |
| Waddell & Associates, LLC | 0.01% | No change | 746 | $224K |
| Stratos Investment Management, LLC | 0.01% | Add +2.2% | 733 | $221K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -14.4% | 725 | $218K |
| Connecticut Capital Management Group, LLC | 0.20% | No change | 712 | $214K |
| Integrated Advisors Network LLC | 0.01% | Add +16.7% | 712 | $214K |
| Abacus Wealth Partners, LLC | 0.02% | Add +7.2% | 711 | $214K |
| One Day In July LLC | 0.02% | No change | 702 | $211K |
| WoodTrust Financial Corp | 0.03% | No change | 702 | $211K |
| Colonial Trust Co / SC | 0.03% | Reduce -0.6% | 698 | $210K |
| Net Worth Advisory Group | 0.04% | Reduce -13.4% | 695 | $209K |
| Simplicity Wealth,LLC | 0.01% | Reduce -8.1% | 690 | $208K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 689 | $207K |
| Jacobi Capital Management LLC | 0.01% | Add +0.7% | 682 | $205K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -4.9% | 682 | $205K |
| WealthCare Investment Partners, LLC | 0.06% | Add +0.1% | 680 | $204K |
| Main Street Financial Solutions, LLC | 0.01% | New | 678 | $204K |
| Transcend Capital Advisors, LLC | 0.02% | Add +10.1% | 676 | $203K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 676 | $203K |
| OV Management LLC | 0.41% | Reduce -75.7% | 674 | $203K |
| Drive Wealth Management, LLC | 0.04% | No change | 671 | $202K |
| Natural Investments, LLC | 0.05% | Reduce -7.7% | 671 | $201K |
| PCB Capital LLC | 0.32% | Add +1.2% | 666 | $200K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -45.5% | 642 | $193K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 600 | $180K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -76.1% | 595 | $179K |
| FIL Ltd | 0.00% | Add +30.4% | 558 | $168K |
| Walsh & Associates, LLC | 0.16% | No change | 542 | $163K |
| Oslo Pensjonsforsikring AS | 0.03% | — | 535 | $161K |
| Golden State Wealth Management, LLC | 0.02% | No change | 519 | $156K |
| Advocate Investing Services LLC | 0.13% | No change | 500 | $150K |
| Elgethun Capital Management | 0.02% | No change | 493 | $148K |
| WPG Advisers, LLC | 0.11% | Reduce -0.8% | 477 | $143K |
| Lodestone Wealth Management LLC | 0.06% | No change | 467 | $140K |
| Financial Management Professionals, Inc. | 0.02% | No change | 463 | $139K |
| Penserra Capital Management LLC | 0.00% | Add +2.8% | 443 | $133K |
| United Community Bank | 0.04% | Add +6.0% | 440 | $132K |
| Quarry LP | 0.03% | Add +16.9% | 423 | $127K |
| Smartleaf Asset Management LLC | 0.00% | Add +23.1% | 415 | $125K |
| Gables Capital Management Inc. | 0.05% | No change | 400 | $120K |
| UMB Bank, n.a. | 0.00% | Reduce -12.3% | 392 | $118K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 376 | $113K |
| Clearstead Advisors, LLC | 0.00% | Add +380.0% | 360 | $108K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.0% | 333 | $100K |
| Ameliora Wealth Management Ltd. | 0.03% | No change | 265 | $95K |
| Smallwood Wealth Investment Management, LLC | 0.05% | No change | 312 | $94K |
| NBT Bank, N.A. | 0.01% | Reduce -16.3% | 299 | $90K |
| Blue Trust, Inc. | 0.00% | Reduce -15.1% | 292 | $88K |
| Graney & King, LLC | 0.05% | No change | 285 | $86K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +375.0% | 266 | $80K |
| Capital Analysts, LLC | 0.00% | Add +38.7% | 265 | $80K |
| State of Wyoming | 0.01% | Reduce -3.4% | 260 | $78K |
| Advisory Services Network, LLC | 0.00% | New | 258 | $78K |
| Y.D. More Investments Ltd | 0.00% | Add +250.0% | 210 | $63K |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.02% | Add +50.4% | 209 | $63K |
| Whipplewood Advisors, LLC | 0.03% | Add +1260.0% | 204 | $61K |
| CoreCap Advisors, LLC | 0.00% | Add +8.6% | 202 | $61K |
| First Horizon Corp. | 0.00% | Reduce -16.4% | 199 | $60K |
| Covestor Ltd | 0.04% | Reduce -53.4% | 197 | $59K |
| Abound Financial, LLC | 0.03% | Add +9550.0% | 193 | $58K |
| Entrust Financial LLC | 0.04% | Reduce -9.8% | 193 | $58K |
| Atlantic Union Bankshares Corp | 0.00% | Add +18.1% | 189 | $57K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 187 | $56K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $54K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 180 | $54K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.2% | 163 | $49K |
| Arax Advisory Partners | 0.00% | Reduce -41.8% | 145 | $43K |
| CVA Family Office, LLC | 0.00% | Add +131.2% | 141 | $42K |
| MCF Advisors LLC | 0.00% | No change | 138 | $42K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +580.0% | 136 | $41K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 135 | $41K |
| Park Place Capital Corp | 0.01% | New | 133 | $40K |
| Smithfield Trust Co | 0.00% | No change | 127 | $39K |
| 2UniFi Bank | 0.02% | Add +32.3% | 123 | $37K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 120 | $36K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +61.6% | 118 | $35K |
| Versant Capital Management, Inc | 0.00% | Reduce -28.6% | 105 | $32K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $30K |
| Harbour Investments, Inc. | 0.00% | Add +78.6% | 100 | $30K |
| Boreal Capital Management LLC | 0.03% | No change | 100 | $30K |
| Chung Wu Investment Group, LLC | 0.03% | No change | 100 | $30K |
| Clark Wealth Partners | 0.02% | No change | 100 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.7% | 90 | $27K |
| Ossiam | 0.00% | Add +330.0% | 86 | $26K |
| IAG Wealth Partners, LLC | 0.00% | No change | 84 | $25K |
| Napier Financial, LLC | 0.01% | New | 83 | $25K |
| Opal Wealth Advisors, LLC | 0.01% | New | 82 | $25K |
| Exchange Traded Concepts, LLC | 0.00% | New | 82 | $25K |
| Rossby Financial, LCC | 0.00% | Add +887.5% | 79 | $23K |
| Cetera Trust Company, N.A | 0.01% | No change | 75 | $23K |
| Wellington Grp LLC | 0.01% | No change | 75 | $23K |
| LRI Investments, LLC | 0.00% | Reduce -85.6% | 70 | $21K |
| Osterweis Capital Management Inc. | 0.00% | No change | 70 | $21K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 63 | $19K |
| Trust Co | 0.00% | Add +56.8% | 58 | $17K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 56 | $17K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 54 | $16K |
| Leonteq Securities AG | 0.00% | Reduce -83.3% | 52 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -25.0% | 51 | $15K |
| WealthCollab, LLC | 0.01% | No change | 50 | $15K |
| Destiny Wealth Partners, LLC | 0.00% | New | 50 | $15K |
| Eastern Bank | 0.00% | Reduce -41.9% | 50 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 49 | $15K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 48 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 47 | $14K |
| Fortitude Family Office, LLC | 0.00% | Add +91.7% | 46 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.2% | 45 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +16.7% | 42 | $13K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +2.6% | 40 | $13K |
| CX Institutional | 0.00% | Add +528.6% | 44 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -27.1% | 43 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -95.3% | 42 | $13K |
| First Command Advisory Services, Inc. | 0.00% | New | 42 | $13K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -11.9% | 37 | $11K |
| Montag A & Associates Inc. | 0.00% | No change | 37 | $11K |
| SJS Investment Consulting Inc. | 0.00% | Add +133.3% | 35 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -35.2% | 35 | $11K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 34 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 30 | $9K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -61.5% | 30 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 30 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -81.1% | 28 | $8K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -53.5% | 27 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -19.4% | 25 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | Add +33.3% | 20 | $6K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -25.9% | 20 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 19 | $6K |
| CNB Bank | 0.00% | No change | 19 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 19 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 19 | $6K |
| Trust Co. of Toledo NA | 0.00% | No change | 19 | $6K |
| True Wealth Design, LLC | 0.00% | Add +100.0% | 18 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 17 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 16 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -76.4% | 17 | $5K |
| Sachetta, LLC | 0.00% | No change | 16 | $5K |
| Tower View Wealth Management LLC | 0.00% | New | 16 | $5K |
| Richardson Capital Management LLC | 0.00% | New | 16 | $5K |
| Meeder Asset Management Inc. | 0.00% | Reduce -23.8% | 16 | $5K |
| Philadelphia Investment Partners, LLC | 0.00% | — | 15 | $5K |
| MV Capital Management, Inc. | 0.00% | Add +7.1% | 15 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 15 | $5K |
| Cromwell Holdings LLC | 0.00% | Add +40.0% | 14 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 14 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 14 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +100.0% | 14 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -13.3% | 13 | $4K |
| Cornerstone Financial Management LLC | 0.00% | Add +62.5% | 13 | $4K |
| First Pacific Financial | 0.00% | New | 13 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -82.7% | 13 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 12 | $4K |
| Southern Michigan Bank & Trust | 0.00% | — | 11 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 10 | $3K |
| Chilton Capital Management LLC | 0.00% | Reduce -61.5% | 10 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $3K |
| Vanguard National Trust Co | 0.00% | — | 10 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 9 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -10.0% | 9 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 9 | $3K |
| Signature Equity Partners, LLC | 0.00% | Reduce -83.7% | 8 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | Reduce -11.1% | 8 | $2K |
| First United Bank & Trust | 0.00% | No change | 8 | $2K |
| Spire Wealth Management | 0.00% | Reduce -99.6% | 7 | $2K |
| Maseco LLP | 0.00% | No change | 7 | $2K |
| Key Capital Management, INC | 0.00% | No change | 7 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -30.0% | 7 | $2K |
| United Financial Planning Group LLC | 0.00% | New | 7 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -50.0% | 7 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +250.0% | 7 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +250.0% | 7 | $2K |
| Kilter Group LLC | 0.00% | No change | 6 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 6 | $2K |
| Abound Wealth Management | 0.00% | New | 6 | $2K |
| Clearstead Trust, LLC | 0.00% | Reduce -76.0% | 6 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 6 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -25.0% | 6 | $2K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -40.0% | 6 | $2K |
| SHP Wealth Management | 0.00% | Reduce -53.9% | 6 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -16.7% | 5 | $2K |
| 1015 Capital Partners, LLC | 0.00% | Add +25.0% | 5 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 5 | $2K |
| Marshall Investment Management, LLC | 0.00% | New | 5 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 5 | $2K |
| Operose Advisors LLC | 0.00% | New | 5 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 5 | $2K |
| Basepoint Wealth LLC | 0.00% | No change | 4 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +300.0% | 4 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +33.3% | 4 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 4 | $1K |
| Avion Wealth | 0.00% | Reduce -40.0% | 6 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $1K |
| Pacer Advisors, Inc. | 0.00% | No change | 2 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -72.7% | 3 | $903 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 3 | $903 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -25.0% | 3 | $902 |
| Alerus Financial NA | 0.00% | No change | 3 | $902 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $602 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $602 |
| Quaker Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $602 |
| Curio Wealth, LLC | 0.00% | New | 2 | $602 |
| Rothschild Investment LLC | 0.00% | Reduce -77.8% | 2 | $602 |
| North Star Investment Management Corp. | 0.00% | No change | 2 | $602 |
| Ascentis Independent Advisors | 0.00% | New | 2 | $601 |
| Torren Management, LLC | 0.00% | Reduce -95.8% | 1 | $303 |
| TopTier Wealth Management, LLC | 0.00% | New | 1 | $301 |
| Johnson Financial Group, Inc. | 0.00% | Reduce -97.7% | 1 | $301 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $301 |
| American National Bank & Trust | 0.00% | No change | 1 | $300 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $300 |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.