| 1 | DODGE & COX | $2.1B | 29,683,736 | −3,429,695 | trim |
| 2 | MORGAN STANLEY | $268M | 3,867,240 | −338,527 | trim |
| 3 | FMR LLC | $186M | 2,686,063 | +340,369 | add |
| 4 | D. E. Shaw & Co., Inc. | $161M | 2,315,245 | +277,956 | add |
| 5 | BANK OF AMERICA CORP /DE/ | $148M | 2,134,347 | −1,112,399 | trim |
| 6 | DAVENPORT & Co LLC | $126M | 1,827,154 | −253,426 | trim |
| 7 | GATES FOUNDATION TRUST | $118M | 1,703,000 | 0 | no change |
| 8 | Capital International Investors | $102M | 1,490,530 | −95,645 | trim |
| 9 | Holocene Advisors, LP | $94.4M | 1,360,523 | +320,589 | add |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | $91.1M | 1,312,814 | +807,393 | add |
| 11 | CITADEL ADVISORS LLC | $83.8M | 1,208,118 | −62,001 | trim |
| 12 | NORTHERN TRUST CORP | $74.3M | 1,071,347 | −78,477 | trim |
| 13 | BlackRock, Inc. | $73.0M | 1,051,935 | +143,023 | add |
| 14 | ROYAL BANK OF CANADA | $72.7M | 1,048,221 | −230,711 | trim |
| 15 | Seafarer Capital Partners, LLC | $71.7M | 1,034,000 | 0 | no change |
| 16 | UBS Group AG | $69.6M | 1,003,250 | +90,745 | add |
| 17 | Connor, Clark & Lunn Investment Management Ltd. | $68.4M | 985,938 | +717,900 | add |
| 18 | BANK OF MONTREAL /CAN/ | $67.8M | 976,894 | +928,401 | add |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $56.3M | 810,874 | +318,600 | add |
| 20 | RAYMOND JAMES FINANCIAL INC | $55.6M | 802,152 | −499,709 | trim |
| 21 | MILLENNIUM MANAGEMENT LLC | $53.4M | 769,686 | +288,022 | add |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52.0M | 749,417 | +516,140 | add |
| 23 | Alberta Investment Management Corp | $44.8M | 645,100 | 0 | no change |
| 24 | FIRST TRUST ADVISORS LP | $41.7M | 601,440 | +29,124 | add |
| 25 | CAUSEWAY CAPITAL MANAGEMENT LLC | $40.2M | 580,131 | −121,212 | trim |
| 26 | DEUTSCHE BANK AG\ | $34.1M | 491,345 | +337,145 | add |
| 27 | WELLS FARGO & COMPANY/MN | $29.9M | 431,591 | −42,985 | trim |
| 28 | JANE STREET GROUP, LLC | $29.0M | 417,739 | +417,739 | new |
| 29 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $27.3M | 392,897 | +392,897 | new |
| 30 | SEI INVESTMENTS CO | $25.7M | 370,795 | +71,779 | add |
| 31 | ENVESTNET ASSET MANAGEMENT INC | $25.2M | 363,086 | −83,820 | trim |
| 32 | Invesco Ltd. | $23.3M | 335,271 | +31,736 | add |
| 33 | OLD MISSION CAPITAL LLC | $18.9M | 272,460 | +163,851 | add |
| 34 | Capital Wealth Planning, LLC | $17.7M | 255,033 | +255,033 | new |
| 35 | TUDOR INVESTMENT CORP ET AL | $17.6M | 254,015 | +148,255 | add |
| 36 | Quantinno Capital Management LP | $14.9M | 214,841 | +48,223 | add |
| 37 | Creative Planning | $12.3M | 177,506 | +45,568 | add |
| 38 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $12.0M | 172,353 | −71,090 | trim |
| 39 | AMERICAN CENTURY COMPANIES INC | $11.9M | 172,177 | +32,571 | add |
| 40 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.8M | 169,906 | +32,045 | add |
| 41 | LPL Financial LLC | $11.1M | 160,485 | −14,489 | trim |
| 42 | SALT Holding Corp. | $10.7M | 154,173 | +39,758 | add |
| 43 | Capco Asset Management, LLC | $10.1M | 145,742 | −155,358 | trim |
| 44 | US BANCORP \DE\ | $9.7M | 140,034 | +1,381 | add |
| 45 | TD Waterhouse Canada Inc. | $9.5M | 135,156 | +134,745 | add |
| 46 | Walleye Trading LLC | $9.3M | 134,447 | −193,371 | trim |
| 47 | Pathstone Holdings, LLC | $9.2M | 132,899 | −24,430 | trim |
| 48 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $8.9M | 127,842 | −13,085 | trim |
| 49 | DIMENSIONAL FUND ADVISORS LP | $8.4M | 121,435 | +13,877 | add |
| 50 | CITIGROUP INC | $8.3M | 120,335 | +95,340 | add |
| 51 | Engineers Gate Manager LP | $7.5M | 108,612 | +88,891 | add |
| 52 | Curi Capital, LLC | $7.5M | 107,592 | −8,848 | trim |
| 53 | XTX Topco Ltd | $7.4M | 107,266 | +77,877 | add |
| 54 | Callan Family Office, LLC | $7.3M | 105,167 | −2,170 | trim |
| 55 | Clearbridge Investments, LLC | $7.1M | 101,675 | −919 | trim |
| 56 | Tower Research Capital LLC (TRC) | $7.0M | 101,049 | +41,443 | add |
| 57 | Optiver Holding B.V. | $6.9M | 98,970 | +10,849 | add |
| 58 | Brooklyn Investment Group | $6.3M | 90,480 | +31,363 | add |
| 59 | AQR CAPITAL MANAGEMENT LLC | $6.2M | 89,005 | +26,991 | add |
| 60 | QRG CAPITAL MANAGEMENT, INC. | $6.1M | 88,081 | +35,589 | add |
| 61 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 87,422 | +33,515 | add |
| 62 | Clarkston Capital Partners, LLC | $5.6M | 80,465 | −944,545 | trim |
| 63 | Qube Research & Technologies Ltd | $5.4M | 77,471 | +44,385 | add |
| 64 | STIFEL FINANCIAL CORP | $5.3M | 75,775 | −11,344 | trim |
| 65 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.3M | 75,774 | +9,613 | add |
| 66 | LMR Partners LLP | $5.2M | 75,000 | +75,000 | new |
| 67 | CAPSTONE INVESTMENT ADVISORS, LLC | $5.1M | 74,000 | +74,000 | new |
| 68 | Verition Fund Management LLC | $4.9M | 70,228 | +34,294 | add |
| 69 | Mariner, LLC | $4.7M | 67,807 | +7,913 | add |
| 70 | Aquatic Capital Management LLC | $4.6M | 66,626 | −33,066 | trim |
| 71 | NATIONAL BANK OF CANADA /FI/ | $4.4M | 63,007 | +59,277 | add |
| 72 | MERCER GLOBAL ADVISORS INC /ADV | $4.3M | 61,537 | −20,921 | trim |
| 73 | Cerity Partners LLC | $4.2M | 60,746 | −2,186 | trim |
| 74 | ARQ WEALTH ADVISORS, LLC | $4.2M | 60,299 | +52,679 | add |
| 75 | Baird Financial Group, Inc. | $4.1M | 59,544 | +59,544 | new |
| 76 | OSAIC HOLDINGS, INC. | $3.8M | 55,451 | +15,960 | add |
| 77 | GREENWOOD CAPITAL ASSOCIATES LLC | $3.6M | 52,410 | +52,410 | new |
| 78 | ASSETMARK, INC | $3.6M | 51,804 | −12,871 | trim |
| 79 | MAVERICK CAPITAL LTD | $3.5M | 51,020 | +15,122 | add |
| 80 | RBF Capital, LLC | $3.5M | 50,000 | −50,000 | trim |
| 81 | &PARTNERS | $3.2M | 46,688 | −286 | trim |
| 82 | Ruffer LLP | $3.1M | 45,000 | 0 | no change |
| 83 | IMC-Chicago, LLC | $3.1M | 44,774 | +44,774 | new |
| 84 | Focus Partners Wealth | $3.0M | 43,781 | +1,770 | add |
| 85 | Vestmark Advisory Solutions, Inc. | $3.0M | 43,850 | −6,518 | trim |
| 86 | Squarepoint Ops LLC | $3.0M | 43,434 | +43,434 | new |
| 87 | OPPENHEIMER ASSET MANAGEMENT INC. | $3.0M | 43,299 | −9,784 | trim |
| 88 | Schonfeld Strategic Advisors LLC | $3.0M | 42,888 | +42,888 | new |
| 89 | Cetera Investment Advisers | $2.8M | 40,854 | −10,673 | trim |
| 90 | HighTower Advisors, LLC | $2.8M | 40,556 | +845 | add |
| 91 | Private Advisor Group, LLC | $2.8M | 40,060 | +4,747 | add |
| 92 | Buttonwood Financial Advisors Inc. | $2.7M | 39,055 | −7,840 | trim |
| 93 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6M | 38,002 | −12,673 | trim |
| 94 | Vanguard Personalized Indexing Management, LLC | $2.5M | 36,362 | −5,265 | trim |
| 95 | Orion Porfolio Solutions, LLC | $2.5M | 36,350 | −3,305 | trim |
| 96 | SCOTIA CAPITAL INC. | $2.5M | 36,231 | +678 | add |
| 97 | MML INVESTORS SERVICES, LLC | $2.4M | 34,946 | −22,546 | trim |
| 98 | Headlands Technologies LLC | $2.4M | 34,891 | +31,340 | add |
| 99 | Vise Technologies, Inc. | $2.4M | 37,705 | 0 | no change |
| 100 | Sequoia Financial Advisors, LLC | $2.4M | 34,102 | +1,226 | add |
| 101 | CHOREO, LLC | $2.2M | 32,289 | −1,725 | trim |
| 102 | JCIC Asset Management Inc. | $2.2M | 31,095 | +31,095 | new |
| 103 | QUADRANT CAPITAL GROUP LLC | $2.1M | 30,602 | +12,162 | add |
| 104 | WELLINGTON MANAGEMENT GROUP LLP | $2.1M | 30,199 | +30,199 | new |
| 105 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 27,751 | −18,665 | trim |
| 106 | Sanctuary Advisors, LLC | $1.9M | 27,378 | +2,755 | add |
| 107 | Great Lakes Retirement, Inc. | $1.8M | 25,996 | +25,996 | new |
| 108 | Beck Bode, LLC | $1.8M | 25,313 | +25,313 | new |
| 109 | ExodusPoint Capital Management, LP | $1.7M | 25,089 | −8,677 | trim |
| 110 | FRANKLIN RESOURCES INC | $1.7M | 24,390 | +321 | add |
| 111 | Dynasty Wealth Management, LLC | $1.6M | 23,147 | −1,999 | trim |
| 112 | Capricorn Fund Managers Ltd | $1.6M | 23,000 | +23,000 | new |
| 113 | IEQ CAPITAL, LLC | $1.5M | 22,323 | +2,521 | add |
| 114 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.5M | 22,026 | +8,157 | add |
| 115 | OUTFITTERS FINANCIAL LLC | $1.5M | 21,655 | 0 | no change |
| 116 | S.E.E.D. Planning Group LLC | $1.5M | 21,354 | +18,064 | add |
| 117 | TWO SIGMA INVESTMENTS, LP | $1.5M | 21,194 | −23,006 | trim |
| 118 | FOUNDERS FINANCIAL SECURITIES LLC | $1.5M | 19,472 | +1,251 | add |
| 119 | Merit Financial Group, LLC | $1.4M | 20,695 | +191 | add |
| 120 | SIGNATUREFD, LLC | $1.4M | 20,503 | +1,061 | add |
| 121 | Beacon Pointe Advisors, LLC | $1.4M | 20,482 | +13,265 | add |
| 122 | Bleakley Financial Group, LLC | $1.4M | 20,063 | −5,669 | trim |
| 123 | Banco BTG Pactual S.A. | $1.4M | 20,000 | +20,000 | new |
| 124 | NewEdge Wealth, LLC | $1.4M | 19,755 | −3,394 | trim |
| 125 | Crossmark Global Holdings, Inc. | $1.4M | 19,695 | — | no prior |
| 126 | Laird Norton Wetherby Trust Company, LLC | $1.3M | 18,905 | +1,352 | add |
| 127 | Bank OZK | $1.3M | 18,723 | +18,723 | new |
| 128 | GFS Advisors, LLC | $1.3M | 39,563 | +19,733 | add |
| 129 | TRUIST FINANCIAL CORP | $1.3M | 18,076 | +505 | add |
| 130 | FIRST MANHATTAN CO. LLC. | $1.2M | 17,901 | −327,364 | trim |
| 131 | Naviter Wealth, LLC | $1.2M | 17,638 | +1,187 | add |
| 132 | Compound Planning, Inc. | $1.2M | 17,136 | +1,320 | add |
| 133 | Kestra Advisory Services, LLC | $1.2M | 16,935 | +991 | add |
| 134 | GC Wealth Management RIA, LLC | $1.2M | 16,629 | +3,490 | add |
| 135 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 16,610 | +14,126 | add |
| 136 | Corient Private Wealth LLC | $1.1M | 16,652 | −17,778 | trim |
| 137 | GeoWealth Management, LLC | $1.1M | 16,071 | +2,714 | add |
| 138 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.1M | 15,658 | +15,658 | new |
| 139 | Lebenthal Global Advisors, LLC | $1.0M | 14,899 | +14,899 | new |
| 140 | Allspring Global Investments Holdings, LLC | $996K | 14,071 | +2,699 | add |
| 141 | Hilltop National Bank | $991K | 14,280 | +14,280 | new |
| 142 | Caprock Group, LLC | $962K | 13,868 | −398 | trim |
| 143 | D.A. DAVIDSON & CO. | $903K | 13,012 | −856 | trim |
| 144 | Atlantic Union Bankshares Corp | $893K | 12,872 | −3,280 | trim |
| 145 | Walleye Capital LLC | $892K | 12,855 | +9,975 | add |
| 146 | Caldwell Trust Co | $889K | 12,811 | +12,811 | new |
| 147 | Havemeyer Place LP | $846K | 12,202 | +12,202 | new |
| 148 | Aaron Wealth Advisors LLC | $843K | 12,153 | +2,606 | add |
| 149 | Prospera Financial Services Inc | $830K | 11,965 | +11,965 | new |
| 150 | Ballentine Partners, LLC | $817K | 11,772 | +4,027 | add |
| 151 | Atria Investments, Inc | $803K | 11,575 | −2,300 | trim |
| 152 | PROFUND ADVISORS LLC | $802K | 11,557 | −1,800 | trim |
| 153 | RITHOLTZ WEALTH MANAGEMENT | $788K | 11,366 | +7,891 | add |
| 154 | MQS Management LLC | $772K | 11,133 | +5,744 | add |
| 155 | Templeton & Phillips Capital Management, LLC | $768K | 11,070 | +11,070 | new |
| 156 | 1832 Asset Management L.P. | $759K | 10,948 | −2,272 | trim |
| 157 | Rockefeller Capital Management L.P. | $721K | 10,391 | +3,510 | add |
| 158 | Vident Advisory, LLC | $701K | 10,105 | +2,170 | add |
| 159 | CHESAPEAKE CAPITAL CORP /IL/ | $692K | 9,971 | +5,554 | add |
| 160 | Tidal Investments LLC | $692K | 9,971 | +5,554 | add |
| 161 | Manske Wealth Management | $688K | 9,913 | −147 | trim |
| 162 | KESTRA PRIVATE WEALTH SERVICES, LLC | $683K | 9,843 | −439 | trim |
| 163 | CWM, LLC | $680K | 9,808 | +924 | add |
| 164 | Frank, Rimerman Advisors LLC | $665K | 9,587 | +322 | add |
| 165 | Qtron Investments LLC | $661K | 9,534 | +9,534 | new |
| 166 | Steward Partners Investment Advisory, LLC | $661K | 9,534 | +1,653 | add |
| 167 | Central Pacific Bank - Trust Division | $659K | 9,500 | −1,250 | trim |
| 168 | Graham Capital Management, L.P. | $652K | 9,393 | +9,393 | new |
| 169 | Balanced Rock Investment Advisors LLC | $633K | 9,126 | −59 | trim |
| 170 | Farringdon Capital, Ltd. | $632K | 9,110 | +3,168 | add |
| 171 | Abel Hall, LLC | $614K | 8,848 | +8,848 | new |
| 172 | Capital Group Private Client Services, Inc. | $609K | 8,772 | −10,362 | trim |
| 173 | Pinnacle Financial Partners, Inc. | $602K | 8,678 | +954 | add |
| 174 | MAI Capital Management | $597K | 8,613 | +547 | add |
| 175 | Pure Financial Advisors, LLC | $596K | 8,593 | +894 | add |
| 176 | Summit Trail Advisors, LLC | $592K | 8,539 | +8,539 | new |
| 177 | Michels Family Financial, LLC | $592K | 8,538 | −302 | trim |
| 178 | Gallacher Capital Management LLC | $586K | 8,452 | −667 | trim |
| 179 | Concurrent Investment Advisors, LLC | $575K | 8,292 | −2,730 | trim |
| 180 | Smartleaf Asset Management LLC | $558K | 8,185 | +234 | add |
| 181 | TBH Global Asset Management, LLC | $558K | 8,039 | −12 | trim |
| 182 | Lighthouse Investment Partners, LLC | $557K | 8,027 | +8,027 | new |
| 183 | DRW Securities, LLC | $515K | 7,431 | +2,407 | add |
| 184 | AE Wealth Management LLC | $510K | 7,356 | +856 | add |
| 185 | GUGGENHEIM CAPITAL LLC | $509K | 7,344 | −1,287 | trim |
| 186 | Jain Global LLC | $507K | 7,307 | +7,307 | new |
| 187 | TWO SIGMA SECURITIES, LLC | $489K | 7,051 | +2,910 | add |
| 188 | NewEdge Advisors, LLC | $479K | 6,900 | +6,900 | new |
| 189 | EAGLE ROCK INVESTMENT COMPANY, LLC | $477K | 6,875 | +902 | add |
| 190 | GQG Partners LLC | $471K | 6,792 | −2,332,013 | trim |
| 191 | Kennondale Capital Management LLC | $461K | 6,643 | 0 | no change |
| 192 | Independent Advisor Alliance | $459K | 6,618 | +2,075 | add |
| 193 | Old North State Wealth Management, LLC | $456K | 6,562 | 0 | no change |
| 194 | HB Wealth Management, LLC | $446K | 6,423 | +1,151 | add |
| 195 | OneDigital Investment Advisors LLC | $443K | 6,386 | −1,754 | trim |
| 196 | Traub Capital Management LLC | $433K | 6,239 | −1,125 | trim |
| 197 | M&T BANK CORP | $426K | 6,143 | +234 | add |
| 198 | Five Oceans Advisors | $418K | 6,022 | +2,693 | add |
| 199 | COLDSTREAM CAPITAL MANAGEMENT INC | $414K | 5,961 | −562 | trim |
| 200 | Savant Capital, LLC | $406K | 5,858 | +1,046 | add |
| 201 | Glenview Trust Co | $404K | 5,817 | −44 | trim |
| 202 | Federation des caisses Desjardins du Quebec | $394K | 5,678 | +34 | add |
| 203 | EXCALIBUR MANAGEMENT CORP | $394K | 5,674 | +25 | add |
| 204 | SAGESPRING WEALTH PARTNERS, LLC | $392K | 5,648 | +112 | add |
| 205 | R Squared Ltd | $391K | 5,642 | +5,642 | new |
| 206 | Cordatus Wealth Management LLC | $387K | 5,573 | +5,573 | new |
| 207 | Boston Partners | $382K | 5,500 | 0 | no change |
| 208 | Avidian Wealth Enterprises, LLC | $381K | 5,499 | −96 | trim |
| 209 | Apollon Wealth Management, LLC | $381K | 5,490 | +1,111 | add |
| 210 | Brucke Financial, Inc. | $377K | 5,437 | −798 | trim |
| 211 | WINTON GROUP Ltd | $375K | 5,400 | +5,400 | new |
| 212 | Ascent Group, LLC | $371K | 5,347 | +122 | add |
| 213 | COMMERCE BANK | $365K | 5,257 | +82 | add |
| 214 | CHICAGO TRUST Co NA | $358K | 5,156 | −795 | trim |
| 215 | May Hill Capital, LLC | $354K | 5,099 | −2,661 | trim |
| 216 | 626 Financial, LLC | $348K | 5,022 | −284 | trim |
| 217 | AMERICAN ASSETS INC | $347K | 5,000 | 0 | no change |
| 218 | Frec Markets, Inc. | $339K | 4,889 | +1,019 | add |
| 219 | Strategic Global Advisors, LLC | $337K | 4,862 | −2,830 | trim |
| 220 | Integrity Advisory Solutions, LLC | $337K | 4,856 | +58 | add |
| 221 | Cetera Trust Company, N.A | $336K | 4,850 | 0 | no change |
| 222 | PDS Planning, Inc | $330K | 4,756 | −12 | trim |
| 223 | PFG Private Wealth Management, LLC | $324K | 4,677 | +4,677 | new |
| 224 | Pinnacle Wealth Planning Services, Inc. | $313K | 4,514 | −830 | trim |
| 225 | Kingsview Wealth Management, LLC | $309K | 4,449 | +4,449 | new |
| 226 | EVOLVE PRIVATE WEALTH, LLC | $307K | 4,421 | +440 | add |
| 227 | First Affirmative Financial Network | $306K | 4,412 | — | no prior |
| 228 | Narwhal Capital Management | $306K | 4,406 | +4,406 | new |
| 229 | Trek Financial, LLC | $303K | 4,364 | +935 | add |
| 230 | Moors & Cabot, Inc. | $295K | 4,249 | −274 | trim |
| 231 | AIGEN INVESTMENT MANAGEMENT, LP | $294K | 4,234 | +4,234 | new |
| 232 | Resonant Capital Advisors, LLC | $286K | 4,121 | +4,121 | new |
| 233 | Envestnet Portfolio Solutions, Inc. | $283K | 4,075 | −455 | trim |
| 234 | Kathmere Capital Management, LLC | $280K | 4,030 | +677 | add |
| 235 | Centiva Capital, LP | $279K | 4,018 | −7,150 | trim |
| 236 | FSM Wealth Advisors, LLC | $278K | 4,010 | +124 | add |
| 237 | DRIVE WEALTH MANAGEMENT, LLC | $272K | 3,920 | +160 | add |
| 238 | Dorsey & Whitney Trust CO LLC | $272K | 3,918 | −54 | trim |
| 239 | Annis Gardner Whiting Capital Advisors, LLC | $265K | 3,822 | −4,321 | trim |
| 240 | Sandro Wealth Management LLC | $263K | 3,797 | −145 | trim |
| 241 | Checchi Capital Advisers, LLC | $263K | 3,794 | −15 | trim |
| 242 | Lido Advisors, LLC | $258K | 3,723 | +3,723 | new |
| 243 | MONETA GROUP INVESTMENT ADVISORS LLC | $257K | 3,709 | −1,045 | trim |
| 244 | BENJAMIN EDWARDS INC | $257K | 3,707 | +442 | add |
| 245 | FOX RUN MANAGEMENT, L.L.C. | $252K | 3,690 | +3,690 | new |
| 246 | PETTYJOHN, WOOD & WHITE, INC | $251K | 3,615 | 0 | no change |
| 247 | MITCHELL MCLEOD PUGH & WILLIAMS INC | $251K | 3,615 | 0 | no change |
| 248 | Waverly Advisors, LLC | $249K | 3,590 | +3,590 | new |
| 249 | Drucker Wealth 3.0, LLC | $244K | 3,522 | +370 | add |
| 250 | SmartHarvest Portfolios, LLC | $242K | 3,488 | +3,488 | new |
| 251 | Alhambra Investment Management LLC | $241K | 3,472 | +3,472 | new |
| 252 | OPPENHEIMER & CO INC | $239K | 3,447 | −34 | trim |
| 253 | Mutual Advisors, LLC | $238K | 3,438 | −134 | trim |
| 254 | Aprio Wealth Management, LLC | $237K | 3,416 | +3,416 | new |
| 255 | Arax Advisory Partners | $237K | 6,313 | +226 | add |
| 256 | SAGE RHINO CAPITAL LLC | $234K | 3,370 | +207 | add |
| 257 | Bridgewater Advisors Inc. | $233K | 2,903 | +2,903 | new |
| 258 | Northside Capital Management, LLC | $232K | 3,350 | 0 | no change |
| 259 | Pekin Hardy Strauss, Inc. | $232K | 3,349 | −9,088 | trim |
| 260 | Quintet Private Bank (Europe) S.A. | $228K | 3,290 | 0 | no change |
| 261 | Voleon Capital Management LP | $227K | 3,276 | +3,276 | new |
| 262 | INDEPENDENT FINANCIAL GROUP, LLC | $221K | 3,190 | — | no prior |
| 263 | Sivia Capital Partners, LLC | $219K | 3,163 | −36 | trim |
| 264 | 17 CAPITAL PARTNERS, LLC | $219K | 3,150 | +3,150 | new |
| 265 | Principle Wealth Partners LLC | $216K | 3,115 | −24 | trim |
| 266 | Avior Wealth Management, LLC | $213K | 3,073 | +3,073 | new |
| 267 | ELEVATION POINT WEALTH PARTNERS, LLC | $210K | 3,033 | +3,033 | new |
| 268 | Gratus Wealth Advisors, LLC | $209K | 3,018 | +3,018 | new |
| 269 | Rehmann Capital Advisory Group | $205K | 2,951 | −312 | trim |
| 270 | Optas, LLC | $202K | 2,919 | +2,919 | new |
| 271 | MGO ONE SEVEN LLC | $202K | 2,917 | −1,121 | trim |
| 272 | one8zero8, LLC | $201K | 2,900 | +2,900 | new |
| 273 | Purpose Unlimited Inc. | $201K | 2,894 | +360 | add |
| 274 | Regal Investment Advisors LLC | $201K | 2,892 | +2,892 | new |
| 275 | EFG International AG | $190K | 2,745 | +2,745 | new |
| 276 | Allworth Financial LP | $171K | 2,470 | −33 | trim |
| 277 | Larson Financial Group LLC | $143K | 2,059 | −507 | trim |
| 278 | PITTENGER & ANDERSON INC | $142K | 2,050 | 0 | no change |
| 279 | Blue Trust, Inc. | $131K | 1,886 | +98 | add |
| 280 | Pflug Koory, LLC | $112K | 1,619 | 0 | no change |
| 281 | Alphadyne Asset Management LP | $104K | 1,501 | +1,501 | new |
| 282 | Banque Transatlantique SA | $100K | 1,445 | +1,445 | new |
| 283 | Cromwell Holdings LLC | $83.5K | 1,203 | 0 | no change |
| 284 | ALERUS FINANCIAL NA | $72.4K | 1,043 | −31 | trim |
| 285 | Banque de Luxembourg S.A. | $72.4K | 1,043 | −523 | trim |
| 286 | CENTRAL TRUST Co | $71.9K | 1,036 | −6 | trim |
| 287 | FIFTH THIRD BANCORP | $71.4K | 1,029 | +164 | add |
| 288 | Grove Bank & Trust | $70.5K | 1,016 | +16 | add |
| 289 | JNBA Financial Advisors | $65.9K | 950 | 0 | no change |
| 290 | Addison Advisors LLC | $61.6K | 888 | −2 | trim |
| 291 | Owl Creek Wealth Partners LLC | $56.9K | 820 | — | no prior |
| 292 | UMB Bank, n.a. | $55.5K | 800 | −1 | trim |
| 293 | MATHER GROUP, LLC. | $46.0K | 663 | +663 | new |
| 294 | Spire Wealth Management | $35.6K | 514 | +150 | add |
| 295 | Wealth Enhancement Trust Services, Inc. | $35.0K | 504 | +231 | add |
| 296 | DELTA ASSET MANAGEMENT LLC/TN | $34.7K | 500 | 0 | no change |
| 297 | Geneos Wealth Management Inc. | $32.9K | 474 | 0 | no change |
| 298 | Destiny Wealth Partners, LLC | $32.8K | 473 | +473 | new |
| 299 | GHP Investment Advisors, Inc. | $32.3K | 466 | +466 | new |
| 300 | Abound Wealth Management | $32.2K | 464 | +101 | add |
| 301 | Legacy Wealth Managment, LLC/ID | $31.6K | 456 | 0 | no change |
| 302 | Meramec Financial Planners, LLC | $29.2K | 389 | 0 | no change |
| 303 | Parkside Financial Bank & Trust | $28.8K | 415 | −83 | trim |
| 304 | Leonteq Securities AG | $26.2K | 377 | −365 | trim |
| 305 | Bell Investment Advisors, Inc | $23.0K | 331 | 0 | no change |
| 306 | Kilter Group LLC | $21.8K | 314 | +231 | add |
| 307 | Caitlin John, LLC | $21.2K | 305 | 0 | no change |
| 308 | True Wealth Design, LLC | $21.1K | 304 | +111 | add |
| 309 | New England Capital Financial Advisors LLC | $21.0K | 303 | 0 | no change |
| 310 | Prestige Wealth Management Group LLC | $20.8K | 300 | −2 | trim |
| 311 | ARMSTRONG ADVISORY GROUP, INC | $20.0K | 288 | −786 | trim |
| 312 | HRT FINANCIAL LP | $18.8K | 271,614 | +45,389 | add |
| 313 | FINANCIAL CONSULATE, INC | $16.2K | 233 | +59 | add |
| 314 | HHM Wealth Advisors, LLC | $16.0K | 230 | 0 | no change |
| 315 | COUNTRY TRUST BANK | $15.4K | 222 | 0 | no change |
| 316 | Elequin Capital, LP | $15.4K | 222 | +222 | new |
| 317 | Frazier Financial Advisors, LLC | $15.0K | 216 | −111 | trim |
| 318 | JFS WEALTH ADVISORS, LLC | $14.8K | 214 | −250 | trim |
| 319 | AMERIFLEX GROUP, INC. | $14.7K | 212 | +212 | new |
| 320 | NATIXIS ADVISORS, LLC | $14.3K | 206,119 | +12,650 | add |
| 321 | Wilmington Savings Fund Society, FSB | $13.9K | 200 | −700 | trim |
| 322 | Stone House Investment Management, LLC | $12.5K | 180 | 0 | no change |
| 323 | Asset Dedication, LLC | $11.2K | 162 | 0 | no change |
| 324 | BROWN, LISLE/CUMMINGS, INC. | $11.2K | 161 | 0 | no change |
| 325 | SHP Wealth Management | $9.3K | 134 | +58 | add |
| 326 | WPG Advisers, LLC | $9.2K | 133 | −16 | trim |
| 327 | NFSG Corp | $9.2K | 132 | 0 | no change |
| 328 | MCF Advisors LLC | $8.7K | 125 | — | no prior |
| 329 | Triumph Capital Management | $8.6K | 124 | +10 | add |
| 330 | Physician Wealth Advisors, Inc. | $8.6K | 124 | +13 | add |
| 331 | Signature Equity Partners, LLC | $8.1K | 117 | +117 | new |
| 332 | Costello Asset Management, INC | $8.0K | 116 | −55 | trim |
| 333 | Acumen Wealth Advisors, LLC | $7.6K | 110 | +29 | add |
| 334 | Retirement Wealth Solutions LLC | $7.0K | 101 | +90 | add |
| 335 | Key FInancial Inc | $6.7K | 96 | +89 | add |
| 336 | HighMark Wealth Management LLC | $6.3K | 91 | 0 | no change |
| 337 | Clearstead Advisors, LLC | $6.2K | 90 | 0 | no change |
| 338 | SJS Investment Consulting Inc. | $5.6K | 80 | +62 | add |
| 339 | MV CAPITAL MANAGEMENT, INC. | $4.4K | 64 | +53 | add |
| 340 | MidFirst Bank | $4.1K | 59 | +6 | add |
| 341 | American Capital Advisory, LLC | $3.8K | 55 | +42 | add |
| 342 | TD Capital Management LLC | $3.5K | 50 | 0 | no change |
| 343 | Measured Wealth Private Client Group, LLC | $3.5K | 50 | 0 | no change |
| 344 | Clark Wealth Partners | $3.5K | 50 | 0 | no change |
| 345 | Vermillion Wealth Management, Inc. | $3.3K | 47 | 0 | no change |
| 346 | FEDERATED HERMES, INC. | $3.1K | 45 | 0 | no change |
| 347 | Intentional Wealth Strategies, LLC | $3.0K | 43 | — | no prior |
| 348 | BAYBAN | $2.9K | 42 | 0 | no change |
| 349 | SALEM INVESTMENT COUNSELORS INC | $2.8K | 41 | +41 | new |
| 350 | Godfrey Financial Associates, Inc. | $2.8K | 41 | 0 | no change |
| 351 | MBM WEALTH CONSULTANTS, LLC | $2.6K | 37 | +37 | new |
| 352 | JPL Wealth Management, LLC | $1.9K | 27 | +27 | new |
| 353 | ASO GROUP Ltd | $1.8K | 25,349 | 0 | no change |
| 354 | St. Johns Investment Management Company, LLC | $1.7K | 25 | 0 | no change |
| 355 | Burk Holdings LLC | $1.7K | 24 | +24 | new |
| 356 | THRIVENT FINANCIAL FOR LUTHERANS | $1.5K | 21,780 | +21,780 | new |
| 357 | PARK AVENUE SECURITIES LLC | $1.4K | 20,555 | −4,469 | trim |
| 358 | CBIZ Investment Advisory Services, LLC | $1.4K | 20 | 0 | no change |
| 359 | Transamerica Financial Advisors, LLC | $1.2K | 17 | −90 | trim |
| 360 | Financial Network Wealth Advisors LLC | $1.2K | 17 | — | no prior |
| 361 | INGALLS & SNYDER LLC | $753 | 10,859 | +1,065 | add |
| 362 | ALBION FINANCIAL GROUP /UT | $486 | 7 | +7 | new |
| 363 | Caitong International Asset Management Co., Ltd | $486 | 7 | −10 | trim |
| 364 | Cassaday & Co Wealth Management LLC | $417 | 6 | +6 | new |
| 365 | Activest Wealth Management | $277 | 4 | 0 | no change |
| 366 | Keating Financial Advisory Services, Inc. | $277 | 4 | +4 | new |
| 367 | AM INVESTMENT STRATEGIES LLC | $252 | 3,634 | −1,780 | trim |
| 368 | HAZLETT, BURT & WATSON, INC. | $212 | 3,072 | −576 | trim |
| 369 | TOTH FINANCIAL ADVISORY CORP | $209 | 3 | 0 | no change |
| 370 | Rakuten Securities, Inc. | $208 | 3 | −46 | trim |
| 371 | Smallwood Wealth Investment Management, LLC | $20 | 0 | 0 | no change |
| 372 | Capital Advisors, Ltd. LLC | $5 | 69 | 0 | no change |
| 373 | Smithfield Trust Co | $2 | 22 | 0 | no change |
| 374 | Capital Analysts, LLC | $2 | 33 | 0 | no change |
| 375 | BANK OF NOVA SCOTIA | — | — | −5,474 | exit |
| 376 | GLENMEDE TRUST CO NA | — | — | −19,614 | exit |
| 377 | STEPHENS INC /AR/ | — | — | −3,275 | exit |
| 378 | HARBOUR INVESTMENTS, INC. | — | — | −1,422 | exit |
| 379 | MONTAG A & ASSOCIATES INC | — | — | −49 | exit |
| 380 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | — | — | −10,074 | exit |
| 381 | GROUP ONE TRADING LLC | — | — | −8,585 | exit |
| 382 | TORONTO DOMINION BANK | — | — | −4,000 | exit |
| 383 | BERKSHIRE ASSET MANAGEMENT LLC/PA | — | — | −6,005 | exit |
| 384 | HBK INVESTMENTS L P | — | — | −185,796 | exit |
| 385 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | — | — | −3,439 | exit |
| 386 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | — | — | −1,501,890 | exit |
| 387 | CREDIT AGRICOLE S A | — | — | −2,378 | exit |
| 388 | CULBERTSON A N & CO INC | — | — | −11,725 | exit |
| 389 | CIBC Private Wealth Group LLC | — | — | −392 | exit |
| 390 | Covenant Partners, LLC | — | — | −3,729 | exit |
| 391 | SeaBridge Investment Advisors LLC | — | — | −52,109 | exit |
| 392 | Bristlecone Value Partners, LLC | — | — | −12,362 | exit |
| 393 | Hillman Capital Management, Inc. | — | — | −82,631 | exit |
| 394 | PEAK6 LLC | — | — | −30,126 | exit |
| 395 | TCTC Holdings, LLC | — | — | −2,306 | exit |
| 396 | SRH ADVISORS, LLC | — | — | −259 | exit |
| 397 | Parallax Volatility Advisers, L.P. | — | — | −16,389 | exit |
| 398 | PICTON MAHONEY ASSET MANAGEMENT | — | — | −17,600 | exit |
| 399 | West Family Investments, Inc. | — | — | −3,824 | exit |
| 400 | Vontobel Holding Ltd. | — | — | −9,266 | exit |
| 401 | Point72 Asset Management, L.P. | — | — | −786,664 | exit |
| 402 | 1 NORTH WEALTH SERVICES LLC | — | — | −49 | exit |
| 403 | Quadrature Capital Ltd | — | — | −28,316 | exit |
| 404 | Integrated Advisors Network LLC | — | — | −5,279 | exit |
| 405 | Clarius Group, LLC | — | — | −3,636 | exit |
| 406 | Cornerstone Wealth Management, LLC | — | — | −3,172 | exit |
| 407 | PERSONAL CFO SOLUTIONS, LLC | — | — | −7,143 | exit |
| 408 | McIlrath & Eck, LLC | — | — | −63 | exit |
| 409 | Savoir Faire Capital Management, L.P. | — | — | −29,987 | exit |
| 410 | AlphaCore Capital LLC | — | — | −11,731 | exit |
| 411 | DV Trading LLC | — | — | −755 | exit |
| 412 | Investors Research Corp | — | — | −712 | exit |
| 413 | Quaker Wealth Management, LLC | — | — | −28 | exit |
| 414 | Braun-Bostich & Associates Inc. | — | — | −3,226 | exit |
| 415 | Global Retirement Partners, LLC | — | — | −5,904 | exit |
| 416 | Laurel Wealth Advisors LLC | — | — | −1,373 | exit |
| 417 | Cresset Asset Management, LLC | — | — | −2,728 | exit |
| 418 | Trivium Point Advisory, LLC | — | — | −3,397 | exit |
| 419 | Y-Intercept (Hong Kong) Ltd | — | — | −13,727 | exit |
| 420 | DV EQUITIES, LLC | — | — | −37,508 | exit |
| 421 | Heron Bay Capital Management | — | — | −65,355 | exit |
| 422 | Koss-Olinger Consulting, LLC | — | — | −28,887 | exit |
| 423 | TUCKER ASSET MANAGEMENT LLC | — | — | −39 | exit |
| 424 | White Knight Strategic Wealth Advisors, LLC | — | — | −3,666 | exit |
| 425 | Forum Financial Management, LP | — | — | −8,748 | exit |
| 426 | SageView Advisory Group, LLC | — | — | −964 | exit |
| 427 | XY Capital Ltd | — | — | −28,626 | exit |
| 428 | TRANSATLANTIQUE PRIVATE WEALTH LLC | — | — | −14,709 | exit |
| 429 | Cape Investment Advisory, Inc. | — | — | −158 | exit |
| 430 | Stephens Consulting, LLC | — | — | −50 | exit |
| 431 | PFG Investments, LLC | — | — | −5,462 | exit |
| 432 | Premier Path Wealth Partners, LLC | — | — | −16,678 | exit |
| 433 | Wealth Watch Advisors, INC | — | — | −11 | exit |
| 434 | Fairvoy Private Wealth, LLC | — | — | −3,520 | exit |
| 435 | Reyes Financial Architecture, Inc. | — | — | −23 | exit |
| 436 | Mountain Hill Investment Partners Corp. | — | — | −50 | exit |
| 437 | HFM Investment Advisors, LLC | — | — | −44 | exit |
| 438 | OPTIMA CAPITAL LLC | — | — | −16 | exit |
| 439 | Lotus Technology Management, LP | — | — | −5,534 | exit |