LPL Financial HoldingsLPLA
13F holders, Q2 2026 (June 30)766holders −2
86new positions
91sold out
10famous investors
$281.61avg. 13F price*
At the end of Q2 2026, 766 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, down 2 from Q1 2026. 86 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($1.3B), Dodge & Cox ($1.3B) and Boston Partners ($1.2B). 10 famous investors held it, including Stephen Mandel (2.1% of Lone Pine Capital's portfolio), Tom Gayner (1.2% of Markel Group's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $978.8M |
| Exits | 91 | $300.0M |
All 13F filers, Q1 2026 → Q2 2026: 10,041,987 shares bought and 11,142,643 shares sold, net −1,100,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 766 holders
| BlackRock, Inc. | 0.02% | Reduce -4.8% | 4,732,991 | $1.3B |
| Dodge & Cox | 0.68% | Add +10.4% | 4,578,679 | $1.3B |
| Boston Partners | 1.07% | Add +2.9% | 4,250,828 | $1.2B |
| Jupiter Topco LLC | 0.48% | — | 4,198,356 | $1.2B |
| Vanguard Portfolio Management LLC | 0.05% | Reduce -0.5% | 3,832,005 | $1.1B |
| Vanguard Capital Management LLC | 0.02% | Add +0.5% | 3,613,624 | $1.0B |
| Principal Financial Group Inc. | 0.37% | Add +1.8% | 2,684,964 | $756.3M |
| Samlyn Capital, LLC | 11.23% | Add +3.5% | 2,405,639 | $677.6M |
| Capital World Investors | 0.08% | Add +1.3% | 2,343,266 | $660.1M |
| State Street Corp. | 0.02% | Add +3.8% | 1,934,239 | $544.8M |
| WCM Investment Management, LLC | 0.88% | Add +4.4% | 1,810,058 | $487.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +370.1% | 1,695,954 | $477.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -5.8% | 1,502,575 | $422.0M |
| Alliancebernstein L.P. | 0.14% | Reduce -11.8% | 1,385,759 | $416.9M |
| Massachusetts Financial Services Co. | 0.13% | Reduce -62.3% | 1,458,759 | $413.8M |
| Kayne Anderson Rudnick Investment Management LLC | 1.25% | Reduce -14.6% | 1,434,522 | $404.1M |
| Lone Pine Capital | 2.10% | Reduce -40.5% | 1,219,099 | $343.4M |
| SurgoCap Partners LP | 9.68% | Add +4.2% | 1,063,218 | $299.5M |
| Norges Bank | 0.03% | — | 1,054,523 | $297.0M |
| Van Eck Associates Corp. | 0.18% | Add +4.5% | 1,048,344 | $295.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.88% | Reduce -5.7% | 1,031,243 | $290.5M |
| Darlington Partners Capital Management, LP | 12.35% | Add +11.2% | 993,006 | $279.7M |
| FMR LLC | 0.01% | Reduce -24.4% | 981,391 | $276.4M |
| Marshall Wace, LLP | 0.23% | New | 975,627 | $274.8M |
| Morgan Stanley | 0.01% | Reduce -32.9% | 861,982 | $242.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.5% | 820,595 | $231.1M |
| Bank of America Corp. | 0.01% | Add +1.5% | 815,663 | $229.8M |
| Westfield Capital Management Co. LP | 0.73% | Reduce -10.0% | 793,061 | $223.4M |
| Assenagon Asset Management S.A. | 0.27% | Add +4435.2% | 747,086 | $210.4M |
| Raymond James Financial Inc. | 0.05% | Reduce -3.1% | 645,369 | $181.8M |
| Citadel Advisors | 0.11% | Reduce -30.4% | 642,765 | $181.1M |
| Jane Street Group, LLC | 0.12% | Add +551.5% | 642,484 | $181.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -2.3% | 578,032 | $162.8M |
| Markel Group | 1.20% | No change | 559,951 | $157.7M |
| UBS Group AG | 0.02% | Reduce -17.4% | 540,254 | $152.2M |
| T. Rowe Price Associates Inc. | 0.02% | Add +8.3% | 539,921 | $152.1M |
| Azora Capital LP | 6.24% | Add +23.1% | 525,867 | $148.1M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +0.3% | 510,067 | $143.7M |
| Northern Trust Corp. | 0.02% | Reduce -3.2% | 508,634 | $143.3M |
| Point72 Asset Management | 0.23% | Add +901.8% | 507,345 | $142.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +9.3% | 481,371 | $135.6M |
| Holocene Advisors, LP | 0.30% | Add +10.7% | 462,479 | $130.3M |
| TD Asset Management Inc | 0.11% | Reduce -16.7% | 461,374 | $130.0M |
| BNP Paribas Financial Markets | 0.07% | Add +888.5% | 448,361 | $126.3M |
| Epoch Investment Partners, Inc. | 0.72% | Add +9.6% | 447,634 | $126.1M |
| Victory Capital Management Inc. | 0.07% | Add +9.3% | 443,434 | $124.9M |
| Castle Hook Partners LP | 1.23% | New | 406,916 | $114.6M |
| Wells Fargo & Company | 0.02% | Reduce -8.0% | 387,223 | $109.1M |
| Fairview Capital Investment Management, LLC | 5.69% | Reduce -2.2% | 382,961 | $107.9M |
| APG Asset Management N.V. | 0.26% | Reduce -43.4% | 437,217 | $107.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -50.4% | 392,561 | $105.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.8% | 350,265 | $98.7M |
| Fort Washington Investment Advisors Inc. | 0.49% | Add +0.3% | 349,248 | $98.4M |
| Qube Research & Technologies Ltd | 0.11% | New | 344,500 | $97.0M |
| First Pacific Advisors, LP | 1.14% | Add +0.2% | 321,244 | $90.5M |
| Prana Capital Management, LP | 2.74% | Add +29.0% | 318,896 | $89.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -13.8% | 290,125 | $81.7M |
| Adage Capital Partners Gp, L.L.C. | 0.11% | Add +351.6% | 289,000 | $81.4M |
| Legal & General Group Plc | 0.02% | Reduce -1.3% | 283,459 | $79.8M |
| American Century Companies Inc. | 0.04% | Reduce -42.1% | 282,638 | $79.6M |
| Susquehanna International Group, LLP | 0.06% | Add +133.8% | 252,965 | $71.3M |
| Coronation Fund Managers Ltd. | 2.69% | Reduce -13.9% | 249,962 | $70.4M |
| Heron Bay Capital Management | 6.00% | Reduce -5.6% | 235,259 | $66.3M |
| Caisse de depot et placement du Quebec | 0.09% | Reduce -36.4% | 231,867 | $65.3M |
| SCS Capital Management LLC | 0.57% | Add +1308.3% | 213,511 | $60.1M |
| Millennium Management | 0.04% | Reduce -76.8% | 206,159 | $58.1M |
| Nuveen, LLC | 0.01% | Add +23.9% | 205,383 | $57.9M |
| Deutsche Bank AG | 0.02% | Add +20.4% | 201,840 | $56.9M |
| Capricorn Fund Managers Ltd | 4.39% | New | 194,812 | $54.9M |
| Gilder Gagnon Howe & Co. LLC | 0.56% | Reduce -0.9% | 193,037 | $54.4M |
| Longaeva Partners L.P. | 1.52% | New | 186,650 | $52.6M |
| Freestone Grove Partners LP | 0.33% | New | 178,123 | $50.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.1% | 167,647 | $47.2M |
| Amundi | 0.01% | Add +30.7% | 164,400 | $46.3M |
| Stifel Financial Corp. | 0.04% | Reduce -1.2% | 162,530 | $45.8M |
| Balyasny Asset Management L.P. | 0.09% | New | 161,641 | $45.5M |
| National Pension Service | 0.03% | Add +14.8% | 161,309 | $45.4M |
| Goldentree Asset Management LP | 2.56% | New | 155,495 | $43.7M |
| Alyeska Investment Group, L.P. | 0.11% | Reduce -0.3% | 155,023 | $43.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | Add +12.2% | 153,531 | $43.2M |
| Renaissance Technologies | 0.06% | Add +25.8% | 151,660 | $42.7M |
| LPL Financial LLC | 0.01% | Add +2.9% | 146,208 | $41.2M |
| Barclays PLC | 0.01% | Add +55.2% | 143,696 | $40.5M |
| Hudson Bay Capital Management LP | 0.21% | Add +2.1% | 138,214 | $38.9M |
| Solel Partners LP | 6.56% | New | 137,000 | $38.6M |
| Franklin Resources Inc. | 0.01% | Reduce -66.5% | 134,652 | $37.9M |
| Brown Brothers Harriman & Co. | 0.16% | Reduce -10.2% | 131,278 | $37.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.29% | Reduce -5.2% | 129,413 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -52.9% | 124,822 | $35.2M |
| California State Teachers Retirement System | 0.03% | Add +3.8% | 121,799 | $34.3M |
| Perpetual Ltd | 0.49% | Add +3.3% | 121,468 | $34.2M |
| HMI Capital Management, L.P. | 4.87% | New | 118,600 | $33.4M |
| Baron Capital (BAMCO) | 0.05% | Reduce -6.2% | 114,224 | $32.2M |
| Toronto Dominion Bank | 0.05% | Add +927.5% | 111,345 | $31.4M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +21.5% | 109,073 | $30.7M |
| Interval Partners, LP | 0.98% | Add +164.4% | 108,628 | $30.6M |
| California Public Employees Retirement System | 0.02% | Reduce -25.1% | 107,383 | $30.2M |
| Invesco Ltd. | 0.00% | Reduce -69.4% | 106,651 | $30.0M |
| Danske Bank A/S | 0.05% | Reduce -2.3% | 97,361 | $27.4M |
| Sei Investments Co. | 0.02% | Reduce -23.4% | 97,060 | $27.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +11.0% | 95,357 | $26.9M |
| Discovery Capital Management, LLC / CT | 1.10% | New | 93,500 | $26.3M |
| Rhumbline Advisers | 0.02% | Reduce -8.5% | 92,497 | $26.1M |
| SummitTX Capital, L.P. | 0.67% | Add +386.4% | 89,812 | $25.3M |
| Cander Asset Management LP | 4.61% | Reduce -7.7% | 88,037 | $24.8M |
| Champlain Investment Partners, LLC | 0.62% | Reduce -14.8% | 86,115 | $24.3M |
| Ensign Peak Advisors, Inc | 0.04% | Add +18.1% | 86,043 | $24.2M |
| Royal Bank of Canada | 0.00% | Reduce -46.6% | 84,257 | $23.7M |
| Wellington Management Group LLP | 0.00% | Reduce -45.2% | 77,866 | $21.9M |
| Clarkston Capital Partners, LLC | 1.82% | Reduce -20.6% | 76,499 | $21.5M |
| Aberdeen Group plc | 0.03% | Reduce -22.9% | 75,862 | $21.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +33.8% | 75,786 | $21.3M |
| Ceredex Value Advisors LLC | 0.59% | Reduce -44.1% | 74,269 | $20.9M |
| Trillium Asset Management, LLC | 0.62% | Reduce -1.1% | 71,767 | $20.2M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -78.4% | 71,153 | $20.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -2.3% | 70,284 | $19.8M |
| HSBC Holdings PLC | 0.01% | Add +60.6% | 70,358 | $19.8M |
| Aviva PLC | 0.03% | Add +0.7% | 69,319 | $19.5M |
| Family Wealth Partners, LLC | 5.97% | Reduce -3.4% | 69,073 | $19.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | New | 66,000 | $18.6M |
| Citigroup Inc. | 0.01% | Reduce -49.1% | 65,397 | $18.4M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Reduce -6.3% | 64,443 | $18.2M |
| Mawer Investment Management Ltd. | 0.12% | Add +31.9% | 64,243 | $18.1M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -1.9% | 63,710 | $17.9M |
| Hiddenite Capital Partners LP | 4.15% | New | 60,000 | $16.9M |
| Foster Victor Wealth Advisors, LLC | 0.89% | Reduce -29.8% | 52,447 | $16.9M |
| Moore Capital Management, LP | 0.37% | New | 55,840 | $15.7M |
| Thornburg Investment Management Inc. | 0.15% | Add +48.5% | 54,967 | $15.5M |
| Voya Investment Management LLC | 0.02% | Reduce -83.3% | 54,946 | $15.5M |
| Jain Global LLC | 0.20% | Reduce -46.3% | 54,840 | $15.4M |
| Teca Partners, LP | 13.18% | Add +8.7% | 54,438 | $15.3M |
| Jennison Associates LLC | 0.01% | Reduce -60.1% | 53,967 | $15.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -9.1% | 50,496 | $14.2M |
| Truist Financial Corp. | 0.02% | Reduce -75.4% | 50,282 | $14.2M |
| Natixis Advisors, LLC | 0.02% | Add +0.6% | 47,540 | $13.4M |
| Trexquant Investment LP | 0.08% | New | 47,198 | $13.3M |
| Schroder Investment Management Group | 0.01% | Add +1573.0% | 47,094 | $13.3M |
| Winmill & Co. Inc. | 2.90% | No change | 46,500 | $13.1M |
| B. Metzler seel. Sohn & Co. AG | 0.11% | Reduce -2.4% | 46,399 | $13.1M |
| Quantinno Capital Management LP | 0.01% | Reduce -5.8% | 43,839 | $12.3M |
| Tredje AP-fonden | 0.06% | Add +40.3% | 43,620 | $12.3M |
| Whittier Trust Co. | 0.12% | Reduce -0.5% | 40,238 | $12.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -3.8% | 43,562 | $12.3M |
| XTX Topco Ltd | 0.16% | Add +150.9% | 43,116 | $12.1M |
| Woodline Partners LP | 0.04% | Add +1278.7% | 43,044 | $12.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -7.3% | 40,441 | $11.4M |
| Vanguard Investments Australia, Ltd. | 0.03% | Add +1.8% | 40,371 | $11.4M |
| LRZ Capital LLC | 5.67% | Reduce -11.7% | 39,710 | $11.2M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.8% | 39,492 | $11.1M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -2.9% | 38,530 | $10.9M |
| Aquatic Capital Management LLC | 0.36% | New | 37,707 | $10.6M |
| KR Capital LP | 1.05% | Add +124.8% | 37,449 | $10.5M |
| Gillson Capital LP | 0.62% | Add +69.5% | 37,280 | $10.5M |
| Korea Investment CORP | 0.02% | Add +17.9% | 36,812 | $10.4M |
| Foyston, Gordon & Payne Inc | 2.20% | Add +26.3% | 36,282 | $10.3M |
| Logan Capital Management Inc. | 0.38% | — | 35,802 | $10.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +3.5% | 35,646 | $10.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -4.0% | 35,397 | $10.0M |
| Man Group plc | 0.02% | Add +197.4% | 35,153 | $9.9M |
| AQR Capital Management | 0.00% | Add +4.8% | 34,500 | $9.7M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -0.1% | 34,094 | $9.6M |
| KLP Kapitalforvaltning As | 0.03% | Add +7.9% | 33,780 | $9.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.4% | 33,523 | $9.4M |
| Jump Financial, LLC | 0.09% | New | 31,613 | $8.9M |
| Corient Private Wealth LP | 0.01% | Reduce -5.4% | 30,811 | $8.7M |
| Asset Management One Co., Ltd. | 0.02% | Add +2.0% | 30,179 | $8.5M |
| FJ Capital Management LLC | 1.10% | New | 29,967 | $8.4M |
| Nykredit A/S | 0.03% | — | 29,959 | $8.4M |
| Lighthouse Investment Partners, LLC | 0.26% | Add +163.3% | 29,300 | $8.3M |
| LBP Am SA | 0.08% | Reduce -22.3% | 29,215 | $8.2M |
| Kennedy Capital Management LLC | 0.14% | Add +43.4% | 28,941 | $8.2M |
| ArrowMark Colorado Holdings LLC | 0.34% | No change | 28,835 | $8.1M |
| KWB Wealth | 0.69% | Add +0.4% | 28,751 | $8.1M |
| ICICI Prudential Asset Management Co Ltd | 0.88% | Add +72.6% | 28,441 | $8.0M |
| Icon Advisers Inc. | 1.52% | Reduce -1.4% | 28,348 | $8.0M |
| Tran Capital Management, L.P. | 0.91% | Add +1424.7% | 28,177 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.7% | 28,000 | $7.9M |
| Iridian Asset Management LLC | 2.64% | Add +39.6% | 27,247 | $7.7M |
| Swedbank AB | 0.01% | Reduce -54.5% | 26,561 | $7.5M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -3.0% | 26,493 | $7.5M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | New | 26,484 | $7.5M |
| GW&K Investment Management, LLC | 0.06% | Reduce -2.8% | 26,319 | $7.4M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.67% | Add +0.9% | 26,265 | $7.4M |
| Handelsbanken Fonder AB | 0.02% | Add +14.5% | 25,861 | $7.3M |
| First Trust Advisors LP | 0.00% | Reduce -72.5% | 25,722 | $7.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.5% | 25,625 | $7.2M |
| Heights Point Management, LP | 5.58% | New | 24,897 | $7.0M |
| EFG International AG | 0.13% | Add +19.6% | 24,793 | $7.0M |
| Saraza Management, LP | 2.89% | Reduce -29.2% | 24,500 | $6.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -0.7% | 24,210 | $6.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.9% | 23,767 | $6.7M |
| Captrust Financial Advisors | 0.01% | Reduce -29.0% | 23,565 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.7% | 23,358 | $6.6M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -25.1% | 23,042 | $6.5M |
| Arizona State Retirement System | 0.03% | Add +5.7% | 22,991 | $6.5M |
| Swiss Life Asset Management Ltd | 0.03% | Add +62.5% | 22,931 | $6.5M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -5.3% | 23,043 | $6.4M |
| Karl Kapital LLC | 3.80% | Add +26.0% | 22,675 | $6.4M |
| BW Gestao de Investimentos Ltda. | 0.15% | New | 22,341 | $6.3M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Reduce -2.4% | 20,373 | $6.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -2.3% | 21,920 | $6.2M |
| WINTON GROUP Ltd | 0.20% | Add +2011.8% | 21,878 | $6.2M |
| Storebrand Asset Management As | 0.01% | Reduce -1.2% | 21,681 | $6.1M |
| Walleye Capital LLC | 0.03% | Reduce -21.4% | 21,524 | $6.1M |
| Jones Financial Companies LLLP | 0.00% | Add +6.8% | 22,345 | $6.0M |
| IFM Investors Pty Ltd | 0.04% | Add +8.1% | 20,812 | $5.9M |
| Winthrop Advisory Group LLC | 0.37% | Add +0.5% | 19,758 | $5.6M |
| Empowered Funds, LLC | 0.03% | Reduce -20.3% | 19,405 | $5.5M |
| Brevan Howard Capital Management LP | 0.08% | Add +207.8% | 19,275 | $5.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +11.1% | 19,016 | $5.4M |
| US Bancorp \de | 0.01% | Reduce -1.5% | 18,563 | $5.2M |
| Reinhart Partners, Llc. | 0.12% | Reduce -6.0% | 18,559 | $5.2M |
| Dark Forest Capital Management LP | 0.34% | Add +18.5% | 18,439 | $5.2M |
| Cetera Investment Advisers | 0.00% | Reduce -7.7% | 18,019 | $5.1M |
| SEB Asset Management AB | 0.02% | Add +6.3% | 17,757 | $5.0M |
| Silvant Capital Management LLC | 0.14% | Reduce -10.8% | 17,188 | $4.8M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -6.3% | 16,998 | $4.8M |
| Picton Mahoney Asset Management | 0.04% | Reduce -77.0% | 16,793 | $4.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -52.4% | 16,662 | $4.7M |
| Freshford Capital Management, LLC | 1.60% | New | 16,624 | $4.7M |
| DNB Asset Management AS | 0.01% | No change | 16,477 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 16,124 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +13.1% | 16,070 | $4.5M |
| Primecap Management Co. | 0.00% | No change | 16,000 | $4.5M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +4.5% | 16,043 | $4.5M |
| Argent Capital Management LLC | 0.14% | Reduce -44.8% | 15,938 | $4.5M |
| Blair William & Co. | 0.01% | Reduce -7.3% | 15,924 | $4.5M |
| Bell Asset Management Ltd | 1.18% | Add +15.0% | 15,700 | $4.4M |
| Bank of Montreal | 0.00% | Add +4.8% | 15,429 | $4.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +11.6% | 15,337 | $4.3M |
| Brant Point Investment Management LLC | 0.94% | Reduce -16.6% | 14,987 | $4.2M |
| Creative Planning | 0.00% | Add +32.4% | 14,847 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -26.7% | 14,413 | $4.1M |
| United Asset Strategies, Inc. | 0.29% | Add +4.7% | 14,409 | $4.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +1048.5% | 14,288 | $4.0M |
| Kerusso Capital Management LLC | 1.43% | Add +23.5% | 13,940 | $3.9M |
| Xponance LLC | 0.02% | Reduce -27.2% | 13,798 | $3.9M |
| CIBC Bancorp USA Inc. | 0.00% | Add +18.8% | 13,539 | $3.8M |
| Commerce Bank | 0.02% | Reduce -5.6% | 13,172 | $3.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -0.5% | 12,973 | $3.7M |
| KBC Group NV | 0.01% | Reduce -0.7% | 12,835 | $3.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -37.5% | 12,795 | $3.6M |
| &partners | 0.01% | Reduce -3.0% | 12,702 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +12.2% | 12,618 | $3.6M |
| Atria Investments, Inc | 0.04% | Reduce -12.7% | 12,538 | $3.5M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | Add +8.9% | 12,320 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.5% | 12,255 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -16.0% | 12,181 | $3.4M |
| Utah Retirement Systems | 0.03% | Reduce -6.2% | 12,154 | $3.4M |
| Annex Advisory Services, LLC | 0.06% | Add +10.5% | 12,128 | $3.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.19% | Reduce -2.8% | 12,104 | $3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +9.0% | 12,021 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -2.0% | 12,011 | $3.4M |
| Fifth Third Bancorp | 0.01% | Reduce -22.9% | 11,770 | $3.3M |
| Gradient Investments LLC | 0.05% | Add +7.1% | 11,655 | $3.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -0.1% | 11,512 | $3.2M |
| NewEdge Wealth, LLC | 0.03% | Reduce -11.1% | 11,476 | $3.2M |
| Aigen Investment Management, LP | 0.88% | New | 11,395 | $3.2M |
| Oak Thistle LLC | 0.31% | Add +489.9% | 11,374 | $3.2M |
| Oliver Luxxe Assets LLC | 0.46% | Add +6.2% | 11,152 | $3.1M |
| Anchor Investment Management, LLC | 0.23% | Add +0.7% | 10,962 | $3.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.5% | 10,760 | $3.0M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -10.2% | 10,662 | $3.0M |
| Summit Trail Advisors, LLC | 0.04% | Add +13.5% | 10,602 | $3.0M |
| King Luther Capital Management Corp. | 0.01% | Add +5.9% | 10,380 | $2.9M |
| Impax Asset Management Group plc | 0.02% | Add +4.5% | 10,143 | $2.9M |
| SG Americas Securities, LLC | 0.00% | Add +24.7% | 10,042 | $2.8M |
| Retirement Capital Strategies | 0.98% | No change | 10,041 | $2.8M |
| Segment Wealth Management, LLC | 0.15% | Add +8.7% | 9,995 | $2.8M |
| Cibc World Market Inc. | 0.00% | Add +44.0% | 9,907 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.8% | 9,902 | $2.8M |
| CIBC Asset Management Inc | 0.01% | Add +131.9% | 9,766 | $2.8M |
| Tudor Investment Corporation | 0.01% | New | 9,632 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 9,446 | $2.7M |
| Beacon Investment Advisors LLC | 0.82% | Reduce -0.7% | 9,231 | $2.6M |
| Candriam S.C.A. | 0.01% | Add +26.3% | 9,210 | $2.6M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 8,718 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 9,093 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.6% | 7,969 | $2.5M |
| Greenleaf Trust | 0.02% | Reduce -1.6% | 8,942 | $2.5M |
| OP Asset Management Ltd | 0.03% | Add +5.7% | 8,913 | $2.5M |
| Nordea Investment Management AB | 0.00% | Reduce -62.8% | 8,754 | $2.5M |
| Flynn Zito Capital Management, LLC | 0.66% | Add +0.1% | 8,666 | $2.4M |
| Morningstar Investment Management LLC | 0.15% | No change | 7,849 | $2.4M |
| Ostrum Asset Management | 0.11% | Add +44.3% | 8,173 | $2.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -88.5% | 7,753 | $2.3M |
| Avanza Fonder AB | 0.05% | No change | 8,043 | $2.3M |
| Intercapital, LLC | 0.99% | No change | 8,000 | $2.3M |
| Sterling Capital Management LLC | 0.04% | Add +22.5% | 7,903 | $2.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.2% | 7,775 | $2.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +15.9% | 7,769 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -7.3% | 7,740 | $2.2M |
| WealthPoint Financial, LLC | 1.57% | Add +19.9% | 7,625 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -48.2% | 7,604 | $2.1M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 7,468 | $2.1M |
| Callan Family Office, LLC | 0.04% | Add +11.5% | 7,444 | $2.1M |
| Caldwell Trust Co | 0.17% | Reduce -5.2% | 7,428 | $2.1M |
| HM Payson & Co. | 0.03% | Add +0.3% | 7,405 | $2.1M |
| Eagle Rock Investment Company, LLC | 0.26% | Reduce -58.8% | 7,370 | $2.1M |
| Catalyst Funds Management Pty Ltd | 0.12% | Reduce -57.1% | 7,320 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Add +3.3% | 7,289 | $2.1M |
| Credit Agricole S A | 0.01% | Add +2.2% | 7,243 | $2.0M |
| Decatur Capital Management, Inc. | 0.69% | New | 7,227 | $2.0M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +23.6% | 7,163 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +2.7% | 6,916 | $1.9M |
| Bridgewater Associates | 0.01% | New | 6,900 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -51.7% | 6,893 | $1.9M |
| Two Sigma Securities, LLC | 0.16% | Add +59.4% | 6,789 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.3% | 6,767 | $1.9M |
| CGN Advisors LLC | 0.14% | Add +12.9% | 6,679 | $1.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 6,624 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Add +0.5% | 6,623 | $1.9M |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -19.0% | 6,598 | $1.9M |
| Gateway Investment Advisers LLC | 0.02% | Add +226.3% | 6,591 | $1.9M |
| TCW Group Inc. | 0.01% | Reduce -36.5% | 6,419 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -1.6% | 6,095 | $1.7M |
| Stance Capital LLC | 0.52% | New | 6,042 | $1.7M |
| Fremen Capital Management LP | 1.48% | Reduce -45.8% | 6,002 | $1.7M |
| James Investment Research, Inc. | 0.17% | Reduce -3.0% | 6,002 | $1.7M |
| TD Private Client Wealth LLC | 0.03% | Reduce -14.8% | 5,967 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.7% | 5,927 | $1.7M |
| Sterling Group Wealth Management, LLC | 0.67% | Reduce -0.7% | 5,827 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +17.2% | 5,685 | $1.6M |
| Crawford Investment Counsel Inc. | 0.03% | Add +9.8% | 5,630 | $1.6M |
| Saudi Central Bank | 0.02% | Add +90.0% | 5,613 | $1.6M |
| Storgate, LLC | 0.33% | Add +242.7% | 5,586 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +10.5% | 5,452 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -95.8% | 5,362 | $1.5M |
| D L Carlson Investment Group Inc. | 0.24% | Add +17.2% | 5,351 | $1.5M |
| Ethic Inc. | 0.02% | Add +3.8% | 5,340 | $1.5M |
| Quantitative Investment Management, LLC | 0.16% | Add +126.3% | 5,335 | $1.5M |
| Twinbeech Capital LP | 0.27% | New | 5,320 | $1.5M |
| Dana Investment Advisors, Inc. | 0.04% | Add +3.1% | 5,313 | $1.5M |
| Sovereign's Capital Management, LLC | 0.99% | Reduce -1.3% | 5,278 | $1.5M |
| Knollwood Investment Advisory, LLC | 0.13% | No change | 5,275 | $1.5M |
| Raiffeisen Bank International AG | 0.02% | Add +113.5% | 5,384 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Reduce -11.2% | 5,102 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 5,055 | $1.4M |
| Kentucky Retirement Systems | 0.04% | New | 5,030 | $1.4M |
| Tobam | 0.34% | Reduce -17.0% | 5,013 | $1.4M |
| Fulton Bank, N.A. | 0.04% | Reduce -0.2% | 4,951 | $1.4M |
| Bank of Nova Scotia | 0.00% | Reduce -13.9% | 4,914 | $1.4M |
| Fideuram Asset Management (Ireland) dac | 0.03% | New | 4,643 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -3.9% | 4,839 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -2.6% | 4,831 | $1.4M |
| Lord, Abbett & Co. LLC | 0.00% | Reduce -62.1% | 4,819 | $1.4M |
| Edgestream Partners, L.P. | 0.04% | New | 4,808 | $1.4M |
| Shepherd Financial Partners LLC | 0.11% | No change | 4,755 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +2.3% | 4,730 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -26.2% | 4,726 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Add +24.3% | 4,696 | $1.3M |
| National Bank of Canada | 0.00% | Add +13.3% | 4,621 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -29.0% | 4,590 | $1.3M |
| Abn Amro Investment Solutions | 0.01% | Add +33.1% | 4,570 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +30.7% | 4,512 | $1.3M |
| Townsquare Capital LLC | 0.23% | Add +0.9% | 4,479 | $1.3M |
| Presidio Capital Management, LLC | 0.32% | Add +0.1% | 4,478 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +12.1% | 4,455 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -30.3% | 4,298 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Add +10.9% | 4,296 | $1.2M |
| TT International Asset Management LTD | 0.15% | Reduce -0.9% | 3,952 | $1.2M |
| Allworth Financial LP | 0.00% | Reduce -36.8% | 4,107 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +17.1% | 4,055 | $1.1M |
| Vident Advisory, LLC | 0.01% | Reduce -6.0% | 3,865 | $1.1M |
| Allstate Corp. | 0.01% | Reduce -63.3% | 3,840 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -27.5% | 3,835 | $1.1M |
| Leelyn Smith, LLC | 0.13% | No change | 3,764 | $1.1M |
| Banque Cantonale Vaudoise | 0.04% | Reduce -22.5% | 3,739 | $1.1M |
| Polar Asset Management Partners Inc. | 0.03% | Reduce -58.1% | 3,736 | $1.1M |
| Third View Private Wealth, LLC | 0.13% | Reduce -19.6% | 3,732 | $1.1M |
| Buttonwood Financial Advisors Inc. | 0.32% | Add +40.9% | 3,685 | $1.0M |
| Gsa Capital Partners LLP | 0.07% | New | 3,658 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -10.6% | 3,631 | $1.0M |
| Vise Technologies, Inc. | 0.01% | Reduce -16.0% | 3,626 | $1.0M |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 3,555 | $1.0M |
| MAI Capital Management | 0.00% | Reduce -0.9% | 3,552 | $1.0M |
| Arq Wealth Advisors, LLC | 0.12% | Reduce -2.4% | 3,015 | $987K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.1% | 3,452 | $972K |
| QRG Capital Management, Inc. | 0.01% | Reduce -4.2% | 3,445 | $970K |
| Shelton Wealth Management, LLC | 0.38% | Reduce -6.4% | 3,436 | $968K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | New | 3,433 | $965K |
| PEAK6 LLC | 0.02% | Add +4.7% | 3,370 | $949K |
| Jefferies Financial Group Inc. | 0.01% | New | 3,256 | $917K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -52.1% | 3,252 | $916K |
| Diversified Trust Co. | 0.01% | Reduce -64.3% | 3,249 | $915K |
| Aureus Asset Management, LLC | 0.06% | No change | 3,234 | $911K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +6857.8% | 3,131 | $882K |
| Gabelli Funds LLC | 0.01% | Add +4.1% | 3,122 | $879K |
| Fiduciary Trust Co | 0.01% | Reduce -9.7% | 3,040 | $856K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.4% | 2,986 | $841K |
| Prospera Financial Services Inc | 0.01% | Add +3.2% | 2,939 | $828K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.5% | 2,924 | $824K |
| Basswood Capital Management, L.L.C. | 0.04% | Reduce -90.3% | 2,921 | $823K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,916 | $821K |
| Stenger Family Office, LLC | 0.13% | Reduce -12.0% | 2,909 | $819K |
| Yorktown Management & Research Co Inc | 0.49% | Add +35.7% | 2,850 | $803K |
| Burney Co./ | 0.02% | Reduce -25.8% | 2,817 | $793K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.1% | 2,806 | $790K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -33.0% | 2,783 | $784K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 2,779 | $783K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +5.9% | 2,820 | $758K |
| Vestcor Inc | 0.02% | No change | 2,689 | $757K |
| LMR Partners LLP | 0.01% | New | 2,655 | $748K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +40.0% | 2,622 | $739K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.5% | 2,615 | $737K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.5% | 2,597 | $731K |
| Prudential Financial Inc. | 0.00% | Add +43.4% | 2,596 | $731K |
| Principal Securities, Inc. | 0.01% | Reduce -6.7% | 2,594 | $731K |
| Generali Asset Management SPA SGR | 0.01% | Reduce -23.2% | 2,588 | $729K |
| Fieldview Capital Management, LLC | 0.21% | Reduce -11.9% | 2,577 | $726K |
| NewEdge Advisors, LLC | 0.00% | Reduce -27.8% | 2,531 | $713K |
| 2Xideas AG | 0.31% | Reduce -77.4% | 2,524 | $711K |
| Garrett Wealth Advisory Group, LLC | 0.11% | Reduce -0.0% | 2,508 | $706K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -4.2% | 2,408 | $706K |
| Dockside LLC | 0.16% | — | 2,452 | $691K |
| MetLife Investment Management, LLC | 0.00% | Reduce -50.5% | 2,426 | $683K |
| Fox Run Management, L.L.C. | 0.11% | New | 2,411 | $679K |
| North Dakota State Investment Board | 0.03% | Add +2.9% | 2,369 | $667K |
| Valley Wealth Managers, Inc. | 0.04% | Add +5.9% | 2,333 | $657K |
| DAVENPORT & Co LLC | 0.00% | Add +1.8% | 2,328 | $656K |
| Macquarie Group Ltd. | 0.00% | Reduce -7.2% | 2,324 | $655K |
| Waverly Advisors, LLC | 0.00% | Reduce -16.1% | 2,299 | $648K |
| Root Financial Partners, LLC | 0.03% | Add +0.2% | 2,284 | $643K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $639K |
| Greenline Partners, LLC | 0.06% | No change | 2,266 | $638K |
| Gilbert & Cook, Inc. | 0.07% | Add +12.4% | 2,250 | $634K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.3% | 2,240 | $631K |
| Hohimer Wealth Management, LLC | 0.06% | Add +4.2% | 2,211 | $623K |
| Wealthfront Advisers LLC | 0.00% | Reduce -77.0% | 2,208 | $622K |
| IHT Wealth Management, LLC | 0.01% | Reduce -19.8% | 2,207 | $622K |
| Keybank National Association | 0.00% | Add +21.6% | 2,203 | $621K |
| Mattson Financial Services, LLC | 0.13% | Add +13.8% | 1,874 | $620K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.8% | 2,193 | $618K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -43.3% | 2,135 | $601K |
| Larson Financial Group LLC | 0.02% | Add +19.7% | 2,128 | $599K |
| ProShare Advisors LLC | 0.00% | New | 2,112 | $595K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.6% | 2,143 | $591K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.2% | 2,089 | $588K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -0.4% | 2,088 | $588K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.3% | 2,088 | $588K |
| LVW Advisors, LLC | 0.05% | Reduce -11.6% | 2,084 | $587K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -49.6% | 1,972 | $555K |
| UniSuper Management Pty Ltd | 0.00% | Add +39.4% | 1,952 | $550K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.3% | 1,942 | $547K |
| Boothbay Fund Management, LLC | 0.01% | Add +42.4% | 1,937 | $546K |
| Simplicity Wealth,LLC | 0.02% | Add +180.4% | 1,935 | $545K |
| Osmosis Investment Management UK Ltd | 0.03% | Reduce -46.7% | 1,915 | $539K |
| Arkadios Wealth Advisors | 0.01% | Reduce -5.2% | 1,872 | $527K |
| Lanark Financial, Inc. | 0.04% | Add +0.7% | 1,855 | $523K |
| Retirement Planning Group, LLC | 0.01% | Reduce -3.3% | 1,825 | $514K |
| Independent Financial Group, LLC | 0.01% | Add +1.3% | 1,821 | $513K |
| STRS Ohio | 0.00% | Reduce -81.2% | 1,810 | $510K |
| Evolve Private Wealth, LLC | 0.03% | Add +80.5% | 1,809 | $510K |
| Blueshift Asset Management, LLC | 0.12% | New | 1,806 | $509K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -28.7% | 1,775 | $500K |
| Wedmont Private Capital | 0.01% | Add +0.4% | 1,554 | $493K |
| Yousif Capital Management, LLC | 0.01% | Add +0.8% | 1,745 | $492K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -3.7% | 1,734 | $488K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.0% | 1,733 | $488K |
| Sanchez Wealth Management Group | 0.08% | Add +0.1% | 1,717 | $484K |
| Natixis | 0.00% | New | 1,703 | $480K |
| Magnolia Private Wealth, LLC | 0.26% | Add +2.5% | 1,685 | $475K |
| Prudential PLC | 0.00% | No change | 1,681 | $474K |
| Emerald Advisers, LLC | 0.01% | No change | 1,672 | $471K |
| Quadrant Capital Group LLC | 0.01% | Add +2.3% | 1,666 | $469K |
| Compton Financial Group, LLC | 0.09% | No change | 1,666 | $469K |
| Malaga Cove Capital, LLC | 0.15% | Add +103.7% | 1,664 | $469K |
| Bridges Investment Management Inc. | 0.01% | No change | 1,658 | $467K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | No change | 1,630 | $459K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -26.2% | 1,608 | $453K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 1,593 | $449K |
| Pennsylvania Capital Management Inc. | 0.11% | No change | 1,572 | $443K |
| Snowden Capital Advisors LLC | 0.01% | Add +12.6% | 1,565 | $441K |
| Pitcairn Wealth Advisors LLC | 0.05% | Reduce -3.4% | 1,563 | $440K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -29.3% | 1,526 | $430K |
| Pettee Investors, Inc. | 0.21% | No change | 1,490 | $420K |
| Prelude Capital Management, LLC | 0.03% | New | 1,484 | $418K |
| Foresight Global Investors, Inc. | 0.25% | Reduce -1.6% | 1,436 | $404K |
| Wealth Alliance, LLC | 0.03% | Reduce -1.2% | 1,430 | $403K |
| V-Square Quantitative Management LLC | 0.04% | Add +10.1% | 1,423 | $401K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -92.9% | 1,410 | $397K |
| Advisor Resource Council | 0.13% | Add +0.1% | 1,407 | $396K |
| Impact Capital Partners LLC | 0.11% | Reduce -33.0% | 1,391 | $392K |
| Spahn Wealth & Retirement LLC | 0.25% | No change | 1,386 | $390K |
| Legacy Financial Group LLC | 0.04% | No change | 1,381 | $389K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -0.1% | 1,377 | $388K |
| Frontier Capital Management Co. LLC | 0.00% | Add +33.8% | 1,361 | $383K |
| Moneco Advisors, LLC | 0.02% | Reduce -12.5% | 1,353 | $381K |
| Tidal Investments LLC | 0.00% | Reduce -43.8% | 1,348 | $380K |
| Global Retirement Partners, LLC | 0.01% | — | 1,328 | $374K |
| 111 Capital | 0.06% | New | 1,324 | $373K |
| RiverGlades Family Offices LLC | 0.17% | Add +1.6% | 1,321 | $372K |
| Signaturefd, LLC | 0.00% | Add +5.3% | 1,286 | $362K |
| Riverpoint Wealth Management Holdings, LLC | 0.07% | Add +0.2% | 1,275 | $359K |
| Huntington National Bank | 0.00% | Add +9.8% | 1,267 | $357K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -32.9% | 1,265 | $356K |
| Erste Asset Management GmbH | 0.00% | Add +3.5% | 1,290 | $347K |
| Marks Group Wealth Management, Inc | 0.03% | Add +13.8% | 1,231 | $347K |
| Central Pacific Bank - Trust Division | 0.04% | Add +4.2% | 1,230 | $346K |
| Lifestyle Asset Management, Inc. | 0.09% | Reduce -1.3% | 1,224 | $345K |
| RMR Wealth Builders | 0.02% | Reduce -4.9% | 1,214 | $342K |
| WP Advisors, LLC | 0.08% | New | 1,206 | $340K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -0.6% | 1,200 | $338K |
| One Wealth Advisors, LLC | 0.04% | Add +1.0% | 1,197 | $337K |
| Sumitomo Life Insurance Co. | 0.01% | Reduce -1.9% | 1,194 | $336K |
| SFG Wealth Management, LLC. | 0.12% | No change | 1,193 | $336K |
| Old National Bancorp | 0.01% | Reduce -5.1% | 1,179 | $332K |
| Lido Advisors, LLC | 0.00% | Reduce -55.8% | 1,154 | $325K |
| Caprock Group, LLC | 0.01% | Reduce -61.5% | 1,153 | $325K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,150 | $324K |
| Brighton Jones LLC | 0.01% | Add +3.9% | 1,141 | $321K |
| AlphaCore Capital LLC | 0.01% | New | 1,140 | $321K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.6% | 1,136 | $320K |
| Concorde Asset Management, LLC | 0.18% | Reduce -0.9% | 1,124 | $317K |
| Bank of Marin | 0.22% | New | 1,124 | $317K |
| Oxford Asset Management LLP | 0.16% | New | 1,121 | $316K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 1,120 | $315K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +17.1% | 1,111 | $313K |
| Veratis Advisors, Inc. | 0.22% | — | 1,100 | $310K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -0.1% | 1,090 | $307K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -0.7% | 1,077 | $303K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -67.9% | 1,055 | $297K |
| Engineers Gate Manager LP | 0.00% | New | 1,047 | $295K |
| Vision Retirement, LLC | 0.07% | No change | 1,043 | $294K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -27.8% | 1,041 | $293K |
| International Assets Investment Management, LLC | 0.02% | Reduce -4.9% | 987 | $289K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 1,025 | $289K |
| Main Street Financial Solutions, LLC | 0.02% | Add +47.8% | 1,002 | $282K |
| WJ Wealth Management, LLC | 0.11% | No change | 1,000 | $282K |
| Legacy Wealth Asset Management, LLC | 0.06% | New | 988 | $278K |
| Arax Advisory Partners | 0.00% | Add +574.5% | 978 | $275K |
| VestGen Advisors, LLC | 0.01% | Reduce -0.8% | 978 | $275K |
| Bayesian Capital Management, LP | 0.17% | New | 962 | $271K |
| Oslo Pensjonsforsikring AS | 0.03% | Add +77.2% | 948 | $267K |
| Camden National Bank | 0.03% | Reduce -4.2% | 945 | $266K |
| Mather Group, Llc. | 0.00% | Add +2.5% | 939 | $264K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -16.4% | 931 | $262K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -20.0% | 930 | $262K |
| Evergreen Capital Management LLC | 0.00% | Reduce -8.6% | 925 | $261K |
| Everpar Advisors LLC | 0.07% | Reduce -8.4% | 921 | $259K |
| Atom Investors LP | 0.02% | New | 916 | $258K |
| Mgo One Seven LLC | 0.00% | Reduce -4.8% | 914 | $257K |
| Wedbush Securities Inc. | 0.01% | New | 902 | $254K |
| DE Burlo Group Inc. | 0.05% | Reduce -10.0% | 900 | $254K |
| Mariner, LLC | 0.00% | Reduce -81.8% | 900 | $254K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 899 | $253K |
| TruNorth Capital Management, LLC | 0.04% | No change | 891 | $251K |
| Vontobel Holding Ltd. | 0.00% | Add +5.2% | 887 | $250K |
| Fidelis Capital Partners, LLC | 0.01% | Reduce -15.8% | 875 | $246K |
| IFG Advisory, LLC | 0.01% | New | 872 | $246K |
| Tsfg, LLC | 0.03% | Add +0.1% | 867 | $244K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 864 | $243K |
| Spirepoint Private Client, LLC | 0.02% | Reduce -4.1% | 859 | $242K |
| GAMMA Investing LLC | 0.01% | Add +2.4% | 859 | $242K |
| Legato Capital Management LLC | 0.02% | Reduce -27.3% | 849 | $239K |
| PCM Encore, LLC | 0.04% | Reduce -1.4% | 848 | $239K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -1.3% | 842 | $238K |
| Norden Group LLC | 0.02% | Reduce -6.2% | 841 | $237K |
| Personal Cfo Solutions, LLC | 0.03% | Add +2.6% | 830 | $234K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +1.7% | 820 | $231K |
| StoneX Group Inc. | 0.01% | New | 824 | $230K |
| Curi Capital, LLC | 0.00% | Reduce -6.4% | 814 | $229K |
| Quent Capital, LLC | 0.01% | Reduce -3.1% | 808 | $228K |
| Berger Financial Group, Inc | 0.01% | Add +6.4% | 797 | $225K |
| Parcion Private Wealth LLC | 0.01% | Reduce -1.9% | 786 | $221K |
| Founders Financial Alliance, LLC | 0.03% | No change | 782 | $220K |
| Archer Investment Corp | 0.04% | No change | 779 | $219K |
| Cigna Investments Inc. | 0.03% | No change | 765 | $216K |
| HBK Sorce Advisory LLC | 0.00% | New | 597 | $215K |
| Benjamin Edwards Inc. | 0.00% | Reduce -12.4% | 760 | $214K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 760 | $214K |
| Summit Financial, LLC | 0.00% | New | 757 | $213K |
| Roberts Glore & Co. Inc. | 0.05% | Reduce -1.2% | 755 | $213K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -88.6% | 748 | $211K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -28.3% | 745 | $210K |
| Centiva Capital, LP | 0.01% | New | 733 | $206K |
| Jacobi Capital Management LLC | 0.01% | Add +7.3% | 732 | $206K |
| Level Four Advisory Services, LLC | 0.01% | New | 732 | $206K |
| Waddell & Associates, LLC | 0.01% | Reduce -2.5% | 727 | $205K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +5.2% | 725 | $204K |
| University of Texas/Texas Am Investment Management Co. | 0.02% | New | 724 | $204K |
| Golden State Wealth Management, LLC | 0.02% | Add +39.5% | 724 | $204K |
| CTC Alternative Strategies, Ltd. | 0.29% | New | 720 | $203K |
| Stratos Investment Management, LLC | 0.01% | Reduce -2.0% | 718 | $202K |
| Connecticut Capital Management Group, LLC | 0.16% | Add +0.6% | 716 | $202K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +4.3% | 711 | $200K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 710 | $200K |
| FIL Ltd | 0.00% | Add +12.4% | 627 | $177K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 600 | $169K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 595 | $168K |
| Walsh & Associates, LLC | 0.12% | No change | 542 | $153K |
| Simplex Trading, LLC | 0.00% | New | 539 | $152K |
| PFA Pension, Forsikringsaktieselskab | 0.00% | Reduce -99.5% | 535 | $151K |
| Advocate Investing Services LLC | 0.11% | No change | 500 | $141K |
| Elgethun Capital Management | 0.02% | No change | 493 | $139K |
| WPG Advisers, LLC | 0.08% | Add +0.6% | 480 | $135K |
| Lodestone Wealth Management LLC | 0.05% | No change | 467 | $132K |
| Financial Management Professionals, Inc. | 0.01% | No change | 463 | $130K |
| Penserra Capital Management LLC | 0.00% | Add +4.3% | 462 | $130K |
| United Community Bank | 0.04% | Add +2.3% | 450 | $127K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -38.6% | 445 | $125K |
| Quarry LP | 0.02% | Reduce -3.3% | 409 | $115K |
| IFP Advisors, Inc | 0.00% | Add +7.5% | 404 | $114K |
| Gables Capital Management Inc. | 0.04% | No change | 400 | $113K |
| Smartleaf Asset Management LLC | 0.00% | No change | 415 | $112K |
| Graney & King, LLC | 0.04% | Add +35.1% | 385 | $109K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -83.2% | 361 | $102K |
| Ossiam | 0.00% | Add +300.0% | 344 | $97K |
| CENTRAL TRUST Co | 0.00% | Add +1.5% | 338 | $95K |
| Ameliora Wealth Management Ltd. | 0.03% | No change | 265 | $95K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 312 | $88K |
| UMB Bank, n.a. | 0.00% | Reduce -25.8% | 291 | $82K |
| Steph & Co. | 0.02% | New | 286 | $81K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +6.4% | 283 | $80K |
| Colonial Trust Co / SC | 0.01% | Reduce -59.5% | 283 | $80K |
| Capital Analysts, LLC | 0.00% | No change | 265 | $75K |
| Blue Trust, Inc. | 0.00% | Reduce -8.9% | 266 | $75K |
| Clearstead Advisors, LLC | 0.00% | Reduce -34.2% | 237 | $67K |
| CoreCap Advisors, LLC | 0.00% | Add +6.9% | 216 | $61K |
| Y.D. More Investments Ltd | 0.00% | No change | 210 | $59K |
| Covestor Ltd | 0.03% | Add +5.6% | 208 | $59K |
| Harbor Investment Advisory, LLC | 0.00% | New | 209 | $59K |
| Abound Financial, LLC | 0.02% | No change | 193 | $54K |
| Entrust Financial LLC | 0.04% | No change | 193 | $54K |
| First Horizon Corp. | 0.00% | Reduce -5.0% | 189 | $53K |
| Versant Capital Management, Inc | 0.00% | Add +79.0% | 188 | $53K |
| Harbor Asset Planning, Inc. | 0.04% | No change | 187 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.2% | 176 | $50K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.2% | 161 | $45K |
| MCF Advisors LLC | 0.00% | No change | 138 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -27.0% | 138 | $39K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 135 | $38K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -2.9% | 132 | $37K |
| Smithfield Trust Co | 0.00% | No change | 127 | $37K |
| Walleye Trading LLC | 0.00% | New | 128 | $36K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 120 | $34K |
| Leonteq Securities AG | 0.00% | Add +107.7% | 108 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.7% | 103 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $28K |
| Boreal Capital Management LLC | 0.02% | No change | 100 | $28K |
| Clark Wealth Partners | 0.02% | No change | 100 | $28K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.0% | 96 | $27K |
| Millstone Evans Group, LLC | 0.01% | Add +77.5% | 87 | $25K |
| First Command Advisory Services, Inc. | 0.00% | Add +102.4% | 85 | $24K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Reduce -53.6% | 84 | $24K |
| IAG Wealth Partners, LLC | 0.00% | No change | 84 | $24K |
| Regatta Research & Money Management | 0.02% | — | 83 | $23K |
| Napier Financial, LLC | 0.00% | No change | 83 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.8% | 83 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Add +358.8% | 78 | $23K |
| CVA Family Office, LLC | 0.00% | Reduce -46.1% | 76 | $21K |
| Cetera Trust Company, N.A | 0.01% | No change | 75 | $21K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +45.1% | 74 | $21K |
| Osterweis Capital Management Inc. | 0.00% | No change | 70 | $20K |
| Crewe Advisors LLC | 0.00% | New | 68 | $19K |
| Trust Co | 0.00% | Add +17.2% | 68 | $19K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 63 | $18K |
| Rossby Financial, LCC | 0.00% | Reduce -21.5% | 62 | $17K |
| CX Institutional | 0.00% | Add +38.6% | 61 | $17K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 54 | $15K |
| LRI Investments, LLC | 0.00% | Reduce -28.6% | 50 | $14K |
| WealthCollab, LLC | 0.01% | No change | 50 | $14K |
| Eastern Bank | 0.00% | No change | 50 | $14K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $14K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 47 | $13K |
| Fortitude Family Office, LLC | 0.00% | Reduce -6.5% | 43 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -2.3% | 42 | $12K |
| Owl Creek Wealth Partners LLC | 0.00% | Reduce -26.8% | 41 | $12K |
| Fiduciary Financial Advisors | 0.00% | New | 43 | $12K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 40 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -23.8% | 32 | $11K |
| Wolff Wiese Magana LLC | 0.00% | No change | 37 | $10K |
| Montag A & Associates Inc. | 0.00% | No change | 37 | $10K |
| SBI Securities Co., Ltd. | 0.00% | No change | 35 | $10K |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.00% | Reduce -83.7% | 34 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 30 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 30 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 30 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -28.6% | 30 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 30 | $8K |
| Buck Wealth Strategies, LLC | 0.00% | New | 26 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -4.0% | 24 | $7K |
| Kemnay Advisory Services Inc. | 0.00% | Add +20.0% | 24 | $7K |
| Concord Wealth Partners | 0.00% | New | 24 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 22 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +46.7% | 22 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 22 | $6K |
| Cromwell Holdings LLC | 0.00% | Add +50.0% | 21 | $6K |
| Bokf, NA | 0.00% | New | 20 | $6K |
| CNB Bank | 0.00% | No change | 19 | $5K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 19 | $5K |
| Trust Co. of Toledo NA | 0.00% | No change | 19 | $5K |
| Meeder Asset Management Inc. | 0.00% | Add +18.8% | 19 | $5K |
| JPL Wealth Management, LLC | 0.00% | Reduce -5.3% | 18 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -10.0% | 18 | $5K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +240.0% | 17 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.9% | 16 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 16 | $5K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -92.7% | 15 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 15 | $4K |
| Avion Wealth | 0.00% | Add +150.0% | 15 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 14 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 14 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 14 | $4K |
| Tower View Wealth Management LLC | 0.00% | Reduce -18.8% | 13 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Add +30.0% | 13 | $4K |
| Private Trust Co. NA | 0.00% | No change | 13 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -57.1% | 12 | $3K |
| Clearstead Trust, LLC | 0.00% | Add +100.0% | 12 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -7.7% | 12 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 12 | $3K |
| Chesapeake Asset Management LLC | 0.00% | New | 11 | $3K |
| Southern Michigan Bank & Trust | 0.00% | No change | 11 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +22.2% | 11 | $3K |
| Sachetta, LLC | 0.00% | Reduce -37.5% | 10 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +233.3% | 10 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 10 | $3K |
| Vanguard National Trust Co | 0.00% | No change | 10 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 9 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 9 | $3K |
| Hughes Financial Services, LLC | 0.00% | Add +28.6% | 9 | $3K |
| Webster Bank, N. A. | 0.00% | New | 9 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -38.5% | 8 | $2K |
| First United Bank & Trust | 0.00% | No change | 8 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +60.0% | 8 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 7 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +75.0% | 7 | $2K |
| Key Capital Management, INC | 0.00% | No change | 7 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -50.0% | 7 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 6 | $2K |
| Kilter Group LLC | 0.00% | No change | 6 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $2K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 6 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -28.6% | 5 | $1K |
| Planning Strategies Inc. | 0.00% | — | 5 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 5 | $1K |
| Marshall Investment Management, LLC | 0.00% | No change | 5 | $1K |
| Signature Equity Partners, LLC | 0.00% | Reduce -50.0% | 4 | $1K |
| Basepoint Wealth LLC | 0.00% | No change | 4 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -77.8% | 4 | $1K |
| SouthState Bank Corp | 0.00% | Add +33.3% | 4 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -42.9% | 4 | $1K |
| Synergy Investment Management, LLC | 0.00% | New | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $1K |
| Pacer Advisors, Inc. | 0.00% | No change | 2 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -25.0% | 3 | $846 |
| 1015 Capital Partners, LLC | 0.00% | Reduce -40.0% | 3 | $845 |
| NBT Bank, N.A. | 0.00% | Reduce -99.0% | 3 | $845 |
| Alerus Financial NA | 0.00% | No change | 3 | $845 |
| SHP Wealth Management | 0.00% | Reduce -50.0% | 3 | $737 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $587 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $564 |
| Salem Investment Counselors Inc. | 0.00% | New | 2 | $564 |
| Ascentis Independent Advisors | 0.00% | No change | 2 | $563 |
| Davis Capital Management | 0.00% | New | 2 | $563 |
| Bare Financial Services, Inc | 0.00% | New | 2 | $563 |
| Torren Management, LLC | 0.00% | No change | 1 | $283 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $282 |
| Rakuten Securities, Inc. | 0.00% | Reduce -50.0% | 1 | $282 |
| Downshift Financial, LLC | 0.00% | New | 1 | $282 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $282 |
| American National Bank & Trust | 0.00% | No change | 1 | $281 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $155 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.