| 1 | BlackRock, Inc. | $8.3B | 21,373,637 | +218,543 | add |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $6.2B | 15,965,393 | — | no prior |
| 3 | STATE STREET CORP | $4.3B | 11,137,162 | −24,556 | trim |
| 4 | MORGAN STANLEY | $2.6B | 6,557,957 | +341,278 | add |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 6,033,794 | — | no prior |
| 6 | JENNISON ASSOCIATES LLC | $1.5B | 3,829,124 | −1,678,711 | trim |
| 7 | FMR LLC | $1.3B | 3,440,202 | +168,609 | add |
| 8 | FIRST TRUST ADVISORS LP | $1.0B | 2,584,496 | +368,255 | add |
| 9 | BANK OF AMERICA CORP /DE/ | $928M | 2,377,636 | −50,240 | trim |
| 10 | Invesco Ltd. | $924M | 2,366,521 | −220,000 | trim |
| 11 | NORTHERN TRUST CORP | $917M | 2,349,671 | +31,386 | add |
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $765M | 1,958,601 | −47,314 | trim |
| 13 | Legal & General Group Plc | $761M | 1,948,906 | +36,583 | add |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $716M | 1,832,784 | +59,894 | add |
| 15 | Amundi | $715M | 1,832,122 | +464,952 | add |
| 16 | D. E. Shaw & Co., Inc. | $708M | 1,814,468 | +1,771,606 | add |
| 17 | BANK OF MONTREAL /CAN/ | $603M | 1,544,268 | −757,691 | trim |
| 18 | UBS Group AG | $586M | 1,500,096 | −25,428 | trim |
| 19 | VANGUARD FIDUCIARY TRUST CO | $564M | 1,443,441 | — | no prior |
| 20 | ROYAL BANK OF CANADA | $542M | 1,388,089 | −238,712 | trim |
| 21 | WELLS FARGO & COMPANY/MN | $527M | 1,350,083 | −183,890 | trim |
| 22 | Pictet Asset Management Holding SA | $499M | 1,279,378 | +366,611 | add |
| 23 | VOYA INVESTMENT MANAGEMENT LLC | $486M | 1,245,121 | +412 | add |
| 24 | Capital Research Global Investors | $418M | 1,069,764 | +343,471 | add |
| 25 | Nuveen, LLC | $362M | 926,969 | −152,169 | trim |
| 26 | JANE STREET GROUP, LLC | $360M | 922,680 | +879,090 | add |
| 27 | DEUTSCHE BANK AG\ | $333M | 851,906 | −49,771 | trim |
| 28 | FRANKLIN RESOURCES INC | $330M | 845,860 | −7,896 | trim |
| 29 | NORDEA INVESTMENT MANAGEMENT AB | $329M | 856,485 | +15,657 | add |
| 30 | Swiss National Bank | $289M | 739,860 | +52,160 | add |
| 31 | LPL Financial LLC | $273M | 700,499 | +36,143 | add |
| 32 | CITIGROUP INC | $257M | 658,470 | +35,784 | add |
| 33 | ALLIANCEBERNSTEIN L.P. | $257M | 548,278 | −103,317 | trim |
| 34 | IEQ CAPITAL, LLC | $246M | 631,133 | −1,893 | trim |
| 35 | Mariner, LLC | $244M | 624,406 | +86,857 | add |
| 36 | TWO SIGMA INVESTMENTS, LP | $238M | 610,744 | +597,928 | add |
| 37 | RAYMOND JAMES FINANCIAL INC | $232M | 594,092 | −17,170 | trim |
| 38 | Mitsubishi UFJ Asset Management Co., Ltd. | $232M | 593,907 | +35,482 | add |
| 39 | Employees Provident Fund Board | $231M | 590,450 | +128,930 | add |
| 40 | Rockefeller Capital Management L.P. | $221M | 566,535 | +55,181 | add |
| 41 | Vanguard Global Advisers, LLC | $215M | 551,079 | — | no prior |
| 42 | NATIONAL BANK OF CANADA /FI/ | $215M | 549,528 | +184,137 | add |
| 43 | National Pension Service | $201M | 516,121 | +516,121 | new |
| 44 | AMERICAN CENTURY COMPANIES INC | $192M | 491,906 | −33,005 | trim |
| 45 | HSBC HOLDINGS PLC | $192M | 490,818 | −405,022 | trim |
| 46 | Vident Advisory, LLC | $169M | 432,516 | +73,109 | add |
| 47 | VANGUARD ASSET MANAGEMENT, Ltd | $167M | 428,474 | — | no prior |
| 48 | ENVESTNET ASSET MANAGEMENT INC | $164M | 420,362 | +46,401 | add |
| 49 | CITADEL ADVISORS LLC | $164M | 419,018 | +82,315 | add |
| 50 | FEDERATED HERMES, INC. | $157M | 402,691 | +19,083 | add |
| 51 | ProShare Advisors LLC | $143M | 365,729 | −80,831 | trim |
| 52 | CANADA PENSION PLAN INVESTMENT BOARD | $142M | 362,456 | +1,073 | add |
| 53 | BNP Paribas Asset Management Holding S.A. | $141M | 362,407 | +246,347 | add |
| 54 | STOREBRAND ASSET MANAGEMENT AS | $140M | 359,212 | — | no prior |
| 55 | STIFEL FINANCIAL CORP | $140M | 358,894 | −14,338 | trim |
| 56 | Artisan Partners Limited Partnership | $135M | 346,469 | −38,021 | trim |
| 57 | Eurizon Capital SGR S.p.A. | $132M | 339,778 | +122,860 | add |
| 58 | DIMENSIONAL FUND ADVISORS LP | $129M | 330,160 | +11,372 | add |
| 59 | Quadrature Capital Ltd | $127M | 324,282 | +324,282 | new |
| 60 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $120M | 306,512 | −111,506 | trim |
| 61 | Chevy Chase Trust Holdings, LLC | $116M | 297,151 | +3,601 | add |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $116M | 296,892 | −196,474 | trim |
| 63 | AQR CAPITAL MANAGEMENT LLC | $116M | 298,637 | −88,272 | trim |
| 64 | Cerity Partners LLC | $114M | 291,489 | +4,779 | add |
| 65 | PRINCIPAL FINANCIAL GROUP INC | $113M | 290,642 | +9,527 | add |
| 66 | 1832 Asset Management L.P. | $113M | 288,509 | −153,800 | trim |
| 67 | TRUIST FINANCIAL CORP | $107M | 274,507 | +71,362 | add |
| 68 | Swedbank AB | $105M | 269,875 | +15,879 | add |
| 69 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $105M | 269,083 | +80,397 | add |
| 70 | BALYASNY ASSET MANAGEMENT L.P. | $105M | 268,055 | −62,086 | trim |
| 71 | Rokos Capital Management LLP | $104M | 267,078 | +50,536 | add |
| 72 | Robeco Institutional Asset Management B.V. | $102M | 261,213 | +38,449 | add |
| 73 | BLAIR WILLIAM & CO/IL | $98.5M | 252,379 | +26,559 | add |
| 74 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $91.8M | 235,190 | +137,139 | add |
| 75 | Ensign Peak Advisors, Inc | $85.8M | 219,794 | +5,279 | add |
| 76 | Qube Research & Technologies Ltd | $85.5M | 218,963 | +218,963 | new |
| 77 | Cetera Investment Advisers | $85.4M | 218,699 | +1,408 | add |
| 78 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $85.3M | 218,470 | −266 | trim |
| 79 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $84.8M | 217,202 | +149,350 | add |
| 80 | SCHRODER INVESTMENT MANAGEMENT GROUP | $83.8M | 214,571 | +40,916 | add |
| 81 | AVIVA PLC | $82.5M | 211,379 | +6,154 | add |
| 82 | WELLINGTON MANAGEMENT GROUP LLP | $81.0M | 207,559 | −169,314 | trim |
| 83 | Squarepoint Ops LLC | $81.0M | 207,376 | +56,188 | add |
| 84 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $80.3M | 205,800 | −1,800 | trim |
| 85 | Universal- Beteiligungs- und Servicegesellschaft mbH | $78.5M | 201,164 | +25,473 | add |
| 86 | HighTower Advisors, LLC | $78.4M | 200,935 | −17,480 | trim |
| 87 | Creative Planning | $73.6M | 188,450 | +20,818 | add |
| 88 | Mirae Asset Global Investments Co., Ltd. | $70.4M | 180,432 | −60,604 | trim |
| 89 | NOMURA ASSET MANAGEMENT CO LTD | $68.7M | 175,897 | +34,649 | add |
| 90 | OSAIC HOLDINGS, INC. | $67.6M | 173,222 | −9,989 | trim |
| 91 | Korea Investment CORP | $67.6M | 173,161 | −21,459 | trim |
| 92 | TD ASSET MANAGEMENT INC | $67.5M | 172,881 | −4,373 | trim |
| 93 | NEOS Investment Management LLC | $66.6M | 170,689 | +37,031 | add |
| 94 | Lansforsakringar Fondforvaltning AB (publ) | $66.1M | 169,250 | +30,472 | add |
| 95 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $64.6M | 165,462 | −16,044 | trim |
| 96 | Steward Partners Investment Advisory, LLC | $64.5M | 165,254 | +45,225 | add |
| 97 | Pathstone Holdings, LLC | $62.9M | 161,231 | −1,045,919 | trim |
| 98 | Vontobel Holding Ltd. | $62.8M | 160,974 | +111,987 | add |
| 99 | Aberdeen Group plc | $61.1M | 156,579 | +6,144 | add |
| 100 | Zurcher Kantonalbank (Zurich Cantonalbank) | $59.3M | 151,766 | +151,766 | new |
| 101 | FIFTH THIRD BANCORP | $57.7M | 147,800 | +50,758 | add |
| 102 | Brevan Howard Capital Management LP | $56.2M | 143,829 | +143,829 | new |
| 103 | Strategy Capital LLC | $55.7M | 142,627 | +3,993 | add |
| 104 | COMMONWEALTH EQUITY SERVICES, LLC | $55.2M | 141,360 | −8,804 | trim |
| 105 | Zurich Insurance Group Ltd/FI | $54.2M | 138,778 | +138,778 | new |
| 106 | Candriam S.C.A. | $53.9M | 138,131 | −19,825 | trim |
| 107 | PFA Pension, Forsikringsaktieselskab | $52.9M | 135,440 | +135,440 | new |
| 108 | STATE OF WISCONSIN INVESTMENT BOARD | $52.7M | 134,990 | +4,859 | add |
| 109 | Asset Management One Co., Ltd. | $52.4M | 134,213 | +2,200 | add |
| 110 | APG Asset Management N.V. | $51.1M | 150,928 | +259 | add |
| 111 | CREDIT AGRICOLE S A | $50.6M | 129,593 | +86,674 | add |
| 112 | ROYAL LONDON ASSET MANAGEMENT LTD | $50.2M | 128,563 | +2,459 | add |
| 113 | CIBC WORLD MARKET INC. | $50.2M | 128,486 | +11,497 | add |
| 114 | Vanguard Investments Australia, Ltd. | $49.0M | 125,588 | — | no prior |
| 115 | OSSIAM | $48.9M | 125,227 | −10,109 | trim |
| 116 | SEI INVESTMENTS CO | $47.3M | 121,069 | +20,567 | add |
| 117 | TUDOR INVESTMENT CORP ET AL | $46.5M | 119,119 | +119,119 | new |
| 118 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.0M | 117,891 | −98,400 | trim |
| 119 | PRUDENTIAL FINANCIAL INC | $45.9M | 117,680 | −2,332 | trim |
| 120 | LBP AM SA | $44.3M | 113,420 | +72,685 | add |
| 121 | ABN AMRO Bank N.V. | $43.8M | 111,350 | −23,615 | trim |
| 122 | BAMCO INC /NY/ | $43.2M | 110,588 | +38,867 | add |
| 123 | MILLENNIUM MANAGEMENT LLC | $42.9M | 109,772 | +102,416 | add |
| 124 | Assenagon Asset Management S.A. | $42.4M | 108,670 | −605,495 | trim |
| 125 | Quantinno Capital Management LP | $42.0M | 107,663 | +14,662 | add |
| 126 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $41.1M | 105,399 | +34,628 | add |
| 127 | CIBC Asset Management Inc | $40.8M | 104,630 | −178 | trim |
| 128 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $40.5M | 103,122 | −596,858 | trim |
| 129 | Swiss Life Asset Management Ltd | $38.9M | 99,601 | +9,249 | add |
| 130 | AustralianSuper Pty Ltd | $38.4M | 98,252 | +98,252 | new |
| 131 | Sanctuary Advisors, LLC | $36.9M | 94,572 | +1,168 | add |
| 132 | Harvest Portfolios Group Inc. | $36.7M | 93,980 | +93,980 | new |
| 133 | FACTORY MUTUAL INSURANCE CO | $36.5M | 93,550 | +93,550 | new |
| 134 | US BANCORP \DE\ | $35.8M | 91,669 | +10,303 | add |
| 135 | MACKENZIE FINANCIAL CORP | $35.5M | 90,822 | +43,157 | add |
| 136 | GFS Advisors, LLC | $35.1M | 122,060 | +122,060 | new |
| 137 | Allianz Asset Management GmbH | $34.9M | 89,272 | −8,039 | trim |
| 138 | PRIMECAP MANAGEMENT CO/CA/ | $34.4M | 88,150 | −3,030 | trim |
| 139 | Rafferty Asset Management, LLC | $34.4M | 88,045 | −30,152 | trim |
| 140 | JACOBS LEVY EQUITY MANAGEMENT, INC | $33.8M | 86,663 | +62,445 | add |
| 141 | Walleye Trading LLC | $33.8M | 86,634 | −38,225 | trim |
| 142 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.8M | 91,044 | −46,568 | trim |
| 143 | State of New Jersey Common Pension Fund D | $33.5M | 85,747 | +216 | add |
| 144 | Trexquant Investment LP | $33.4M | 85,494 | +63,472 | add |
| 145 | ICONIQ Capital, LLC | $32.4M | 82,904 | 0 | no change |
| 146 | TORONTO DOMINION BANK | $32.1M | 82,344 | −10,229 | trim |
| 147 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $32.0M | 81,949 | −4,824 | trim |
| 148 | PEAK6 LLC | $31.0M | 79,371 | +79,365 | add |
| 149 | SCOTIA CAPITAL INC. | $30.6M | 78,260 | +21,499 | add |
| 150 | Resona Asset Management Co.,Ltd. | $30.1M | 77,439 | +1,934 | add |
| 151 | Daiwa Securities Group Inc. | $30.0M | 76,825 | −1,443,434 | trim |
| 152 | Tredje AP-fonden | $29.1M | 74,572 | +74,572 | new |
| 153 | XPONANCE LLC | $28.8M | 73,780 | +5,818 | add |
| 154 | ABN AMRO INVESTMENT SOLUTIONS | $28.5M | 72,879 | +49,591 | add |
| 155 | Brookstone Capital Management | $27.8M | 71,254 | +978 | add |
| 156 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $27.4M | 70,144 | +1,996 | add |
| 157 | CWM, LLC | $27.3M | 69,921 | −2,149 | trim |
| 158 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $27.2M | 69,797 | +26,340 | add |
| 159 | Arizona State Retirement System | $27.0M | 69,070 | −1,756 | trim |
| 160 | Gotham Asset Management, LLC | $27.0M | 69,051 | −17,671 | trim |
| 161 | Czech National Bank | $26.8M | 68,658 | +2,485 | add |
| 162 | Curi Capital, LLC | $26.5M | 67,973 | +5,891 | add |
| 163 | Kestra Advisory Services, LLC | $26.5M | 67,827 | +13,945 | add |
| 164 | STATE OF MICHIGAN RETIREMENT SYSTEM | $25.7M | 65,900 | +200 | add |
| 165 | SEB Asset Management AB | $25.4M | 65,026 | — | no prior |
| 166 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $25.1M | 64,434 | +12,730 | add |
| 167 | Sumitomo Mitsui DS Asset Management Company, Ltd | $25.0M | 64,120 | −1,183 | trim |
| 168 | &PARTNERS | $24.0M | 61,390 | −2,424 | trim |
| 169 | Traynor Capital Management, Inc. | $23.5M | 61,925 | +5,583 | add |
| 170 | Focus Partners Wealth | $23.5M | 59,034 | −52,654 | trim |
| 171 | Optiver Holding B.V. | $23.4M | 59,996 | +33,773 | add |
| 172 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $22.9M | 58,724 | +350 | add |
| 173 | Private Advisor Group, LLC | $22.5M | 57,710 | +10,030 | add |
| 174 | Calamos Advisors LLC | $22.3M | 57,091 | +1,608 | add |
| 175 | GUGGENHEIM CAPITAL LLC | $22.3M | 57,022 | −12,764 | trim |
| 176 | Baltimore-Washington Financial Advisors, Inc. | $22.1M | 56,691 | +7,758 | add |
| 177 | COMMERCE BANK | $21.8M | 55,804 | −14,096 | trim |
| 178 | Aristotle Atlantic Partners, LLC | $21.4M | 54,857 | +18,501 | add |
| 179 | CIBC Bancorp USA Inc. | $21.1M | 54,028 | — | no prior |
| 180 | JIA INVESTMENT ALLIANCE PTE. LTD. | $20.9M | 53,600 | 0 | no change |
| 181 | Retirement Systems of Alabama | $20.9M | 53,535 | +149 | add |
| 182 | OPPENHEIMER & CO INC | $20.7M | 52,986 | +3,188 | add |
| 183 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $20.5M | 52,406 | +6,143 | add |
| 184 | KESTRA PRIVATE WEALTH SERVICES, LLC | $20.0M | 51,123 | +51,123 | new |
| 185 | Once Capital Management, LLC | $19.9M | 51,000 | 0 | no change |
| 186 | Rakuten Investment Management, Inc. | $19.9M | 52,308 | +5,749 | add |
| 187 | IFM Investors Pty Ltd | $19.8M | 50,606 | +1,839 | add |
| 188 | NewEdge Wealth, LLC | $19.7M | 50,464 | +24,023 | add |
| 189 | PICTON MAHONEY ASSET MANAGEMENT | $19.2M | 49,208 | +23,390 | add |
| 190 | Federation des caisses Desjardins du Quebec | $18.7M | 47,904 | +16,611 | add |
| 191 | BANK OF NOVA SCOTIA | $18.6M | 47,766 | −57,677 | trim |
| 192 | Aptus Capital Advisors, LLC | $18.6M | 47,664 | −11,167 | trim |
| 193 | Tidal Investments LLC | $18.1M | 46,418 | −183,267 | trim |
| 194 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $17.6M | 45,101 | +7,987 | add |
| 195 | TEACHER RETIREMENT SYSTEM OF TEXAS | $17.5M | 44,894 | −253 | trim |
| 196 | WESTWOOD HOLDINGS GROUP INC | $17.5M | 44,866 | −6,031 | trim |
| 197 | Andra AP-fonden | $17.5M | 44,712 | +27,360 | add |
| 198 | Valiant Capital Management, L.P. | $17.4M | 44,576 | −4,200 | trim |
| 199 | D.A. DAVIDSON & CO. | $17.1M | 43,789 | +4,366 | add |
| 200 | MML INVESTORS SERVICES, LLC | $17.0M | 43,624 | −20,955 | trim |
| 201 | Beck Bode, LLC | $16.9M | 43,415 | +1,558 | add |
| 202 | UniSuper Management Pty Ltd | $16.8M | 43,030 | −2,297 | trim |
| 203 | Prospera Financial Services Inc | $16.8M | 43,018 | −12,013 | trim |
| 204 | M&T BANK CORP | $16.8M | 43,002 | +2,792 | add |
| 205 | USS Investment Management Ltd | $16.5M | 42,311 | +2,065 | add |
| 206 | Oak Grove Capital LLC | $16.5M | 42,172 | +10,930 | add |
| 207 | 71 West Capital Partners | $16.3M | 41,637 | +4,554 | add |
| 208 | TD Waterhouse Canada Inc. | $16.2M | 41,379 | +16,033 | add |
| 209 | Bank Julius Baer & Co. Ltd, Zurich | $16.2M | 41,909 | −8,231 | trim |
| 210 | Hancock Prospecting Pty Ltd | $16.1M | 41,349 | +41,349 | new |
| 211 | Carnegie Investment Counsel | $15.9M | 40,684 | +16,734 | add |
| 212 | Utah Retirement Systems | $15.7M | 40,187 | −326 | trim |
| 213 | Baird Financial Group, Inc. | $15.5M | 39,771 | +39,771 | new |
| 214 | Varma Mutual Pension Insurance Co | $15.5M | 39,635 | 0 | no change |
| 215 | Beacon Pointe Advisors, LLC | $15.4M | 39,564 | +10,029 | add |
| 216 | Saba Capital Management, L.P. | $15.2M | 39,056 | +14,607 | add |
| 217 | MAI Capital Management | $15.0M | 38,451 | +1,346 | add |
| 218 | BTC Capital Management, Inc. | $15.0M | 38,445 | +804 | add |
| 219 | RPG Investment Advisory, LLC | $14.8M | 38,028 | +15,760 | add |
| 220 | SHELTON CAPITAL MANAGEMENT | $14.8M | 37,846 | −606 | trim |
| 221 | Walleye Capital LLC | $14.8M | 37,781 | −6,856 | trim |
| 222 | Corient Private Wealth LLC | $14.7M | 38,251 | −138,282 | trim |
| 223 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $14.6M | 37,496 | +1,040 | add |
| 224 | LMR Partners LLP | $14.6M | 37,472 | +37,472 | new |
| 225 | Equitable Holdings, Inc. | $14.6M | 32,007 | +9,940 | add |
| 226 | Summit Trail Advisors, LLC | $14.5M | 37,090 | +4,996 | add |
| 227 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $13.6M | 34,746 | −9,784 | trim |
| 228 | Concurrent Investment Advisors, LLC | $13.5M | 34,654 | +2,344 | add |
| 229 | NFSG Corp | $13.4M | 34,276 | +4,930 | add |
| 230 | PRUDENTIAL PLC | $13.3M | 34,181 | 0 | no change |
| 231 | NewEdge Advisors, LLC | $13.3M | 33,948 | −11,466 | trim |
| 232 | Cornerstone Advisors, LLC | $13.0M | 33,222 | −2,364 | trim |
| 233 | PRINCETON CAPITAL MANAGEMENT LLC | $12.9M | 33,093 | +140 | add |
| 234 | DRW Securities, LLC | $12.8M | 32,847 | +29,706 | add |
| 235 | LGT Group Foundation | $12.6M | 32,275 | −4,623 | trim |
| 236 | EULAV Asset Management | $12.6M | 32,200 | −2,000 | trim |
| 237 | BRANDYWINE MANAGERS, LLC | $12.5M | 32,124 | −240 | trim |
| 238 | OPPENHEIMER ASSET MANAGEMENT INC. | $12.5M | 32,001 | −255 | trim |
| 239 | INVESTMENT HOUSE LLC | $12.5M | 31,910 | −55 | trim |
| 240 | Investment Management Corp of Ontario | $12.2M | 31,253 | +4,779 | add |
| 241 | Stratos Wealth Partners, LTD. | $12.2M | 31,236 | +2,233 | add |
| 242 | NOMURA HOLDINGS INC | $12.1M | 30,999 | −76,235 | trim |
| 243 | Integrated Advisors Network LLC | $11.9M | 30,590 | −1,032 | trim |
| 244 | LGT Fund Management Co Ltd. | $11.7M | 30,066 | +28,866 | add |
| 245 | Teamwork Financial Advisors, LLC | $11.7M | 30,036 | −2,083 | trim |
| 246 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $11.7M | 30,000 | +5,000 | add |
| 247 | GATEWAY INVESTMENT ADVISERS LLC | $11.7M | 29,918 | +1,002 | add |
| 248 | GDS Wealth Management | $11.7M | 29,872 | +3,097 | add |
| 249 | Spartan Wealth Advisory Services LLC | $11.6M | 29,805 | — | no prior |
| 250 | BROWN ADVISORY INC | $11.6M | 29,752 | +5,043 | add |
| 251 | WCG Wealth Advisors LLC | $11.6M | 29,745 | +11,359 | add |
| 252 | Venture Visionary Partners LLC | $11.6M | 29,605 | +1,839 | add |
| 253 | Renaissance Investment Group LLC | $11.5M | 29,422 | +1,612 | add |
| 254 | Verition Fund Management LLC | $11.5M | 29,417 | +2,362 | add |
| 255 | Knollwood Investment Advisory, LLC | $11.5M | 29,399 | 0 | no change |
| 256 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $11.3M | 28,863 | +28,863 | new |
| 257 | MERCER GLOBAL ADVISORS INC /ADV | $11.3M | 28,826 | +6,728 | add |
| 258 | Geneos Wealth Management Inc. | $11.2M | 28,678 | +1,435 | add |
| 259 | Cresset Asset Management, LLC | $11.1M | 28,464 | −105 | trim |
| 260 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11.0M | 28,127 | −133 | trim |
| 261 | Robinhood Asset Management, LLC | $10.8M | 27,729 | +10,391 | add |
| 262 | B. Riley Wealth Advisors, Inc. | $10.7M | 28,155 | −488 | trim |
| 263 | Kessler Investment Group, LLC | $10.7M | 27,341 | −515 | trim |
| 264 | Wealthfront Advisers LLC | $10.7M | 27,306 | +69 | add |
| 265 | DIVERSIFY WEALTH MANAGEMENT, LLC | $10.6M | 23,481 | +11,851 | add |
| 266 | STEPHENS INC /AR/ | $10.6M | 26,959 | +3,257 | add |
| 267 | Arthedge Capital Management, LLC | $10.4M | 26,730 | 0 | no change |
| 268 | Janus Henderson Group Ltd. | $10.3M | 26,422 | −19,220 | trim |
| 269 | NLB Skladi, upravljanje premozenja, d.o.o. | $10.3M | 26,355 | −4,076 | trim |
| 270 | OAK RIDGE INVESTMENTS LLC | $10.1M | 25,902 | +197 | add |
| 271 | OP Asset Management Ltd | $10.0M | 25,532 | — | no prior |
| 272 | New Age Alpha Advisors, LLC | $9.9M | 25,357 | −2,939 | trim |
| 273 | Leonteq Securities AG | $9.7M | 24,719 | +4,173 | add |
| 274 | ASR Vermogensbeheer N.V. | $9.6M | 24,680 | +424 | add |
| 275 | NATIXIS | $9.6M | 24,556 | −57,738 | trim |
| 276 | ODDO BHF ASSET MANAGEMENT SAS | $9.6M | 24,470 | +13,622 | add |
| 277 | Norinchukin Bank, The | $9.5M | 24,369 | +963 | add |
| 278 | Maytus Capital Management, LLC | $9.3M | 23,910 | +19,910 | add |
| 279 | Banco Santander, S.A. | $9.3M | 23,803 | +17,944 | add |
| 280 | Summit Financial, LLC | $9.3M | 23,719 | +4,204 | add |
| 281 | EVENTIDE ASSET MANAGEMENT, LLC | $9.3M | 23,792 | +1,350 | add |
| 282 | Vanguard Personalized Indexing Management, LLC | $9.1M | 23,368 | +12,209 | add |
| 283 | FFG Partners, LLC | $9.1M | 23,227 | +842 | add |
| 284 | INDEPENDENT FINANCIAL GROUP, LLC | $8.9M | 22,767 | — | no prior |
| 285 | Slow Capital, Inc. | $8.9M | 22,713 | +1,635 | add |
| 286 | PINNACLE ASSOCIATES LTD | $8.8M | 22,658 | +640 | add |
| 287 | GFG Capital, LLC | $8.8M | 22,584 | +3,455 | add |
| 288 | Trifecta Capital Advisors, LLC | $8.8M | 22,567 | +1,148 | add |
| 289 | Granite Investment Partners, LLC | $8.8M | 22,507 | −685 | trim |
| 290 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $8.7M | 22,259 | −874 | trim |
| 291 | HUB Investment Partners, LLC | $8.6M | 22,131 | +2,691 | add |
| 292 | Everest Financial Group LLC | $8.6M | 22,052 | — | no prior |
| 293 | Gladstone Institutional Advisory LLC | $8.6M | 21,950 | +8,028 | add |
| 294 | MACQUARIE GROUP LTD | $8.5M | 21,755 | −19,096 | trim |
| 295 | PITTENGER & ANDERSON INC | $8.5M | 21,686 | −98 | trim |
| 296 | Blue Chip Partners, LLC | $8.4M | 21,558 | +21,558 | new |
| 297 | Altrafin AG | $8.2M | 21,123 | −960 | trim |
| 298 | HOWE & RUSLING INC | $8.2M | 21,099 | +829 | add |
| 299 | Strategic Advisors LLC | $8.1M | 20,687 | +261 | add |
| 300 | Lido Advisors, LLC | $8.0M | 20,363 | −5,761 | trim |
| 301 | PATTEN & PATTEN INC/TN | $7.8M | 20,091 | +12,151 | add |
| 302 | Titan Wealth (CI) Ltd | $7.8M | 19,958 | +2,865 | add |
| 303 | TWINBEECH CAPITAL LP | $7.7M | 19,800 | +19,800 | new |
| 304 | Lynch Asset Management, Inc. | $7.7M | 19,675 | +575 | add |
| 305 | PROFUND ADVISORS LLC | $7.6M | 19,364 | −4,494 | trim |
| 306 | ARTHUR M. COHEN & ASSOCIATES, LLC | $7.6M | 19,200 | +185 | add |
| 307 | Callan Family Office, LLC | $7.5M | 19,191 | −800 | trim |
| 308 | XTX Topco Ltd | $7.5M | 19,114 | +19,114 | new |
| 309 | Sigma Planning Corp | $7.4M | 18,970 | −323 | trim |
| 310 | Granite Bay Wealth Management, LLC | $7.4M | 18,941 | +4,175 | add |
| 311 | Berger Financial Group, Inc | $7.3M | 18,574 | +13,873 | add |
| 312 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $7.2M | 18,560 | −6,150 | trim |
| 313 | Alphadyne Asset Management LP | $7.2M | 18,331 | +18,214 | add |
| 314 | U.S. Capital Wealth Advisors, LLC | $7.1M | 18,169 | +485 | add |
| 315 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.0M | 17,981 | +17,981 | new |
| 316 | Pine Valley Investments Ltd Liability Co | $7.0M | 17,847 | +4,694 | add |
| 317 | SteelPeak Wealth, LLC | $6.9M | 17,685 | +1,090 | add |
| 318 | Kingsview Wealth Management, LLC | $6.9M | 17,678 | +1,047 | add |
| 319 | Moran Wealth Management, LLC | $6.9M | 17,561 | +13,385 | add |
| 320 | GREAT VALLEY ADVISOR GROUP, INC. | $6.8M | 17,493 | +4,218 | add |
| 321 | VestGen Advisors, LLC | $6.8M | 12,435 | −7,946 | trim |
| 322 | Yarbrough Capital, LLC | $6.8M | 17,380 | +5,156 | add |
| 323 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $6.8M | 17,352 | −1,232 | trim |
| 324 | Baker Avenue Asset Management, LP | $6.8M | 17,335 | +16,527 | add |
| 325 | Reliant Investment Management, LLC | $6.7M | 17,111 | +244 | add |
| 326 | LAKE STREET PRIVATE WEALTH, LLC | $6.6M | 17,019 | +998 | add |
| 327 | Asio Capital, LLC | $6.5M | 16,726 | +3,438 | add |
| 328 | QRG CAPITAL MANAGEMENT, INC. | $6.5M | 16,698 | +110 | add |
| 329 | EP Wealth Advisors, LLC | $6.5M | 16,681 | +1,438 | add |
| 330 | DNCA FINANCE | $6.5M | 16,680 | −9,300 | trim |
| 331 | Apollon Wealth Management, LLC | $6.5M | 16,677 | +1,563 | add |
| 332 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $6.4M | 16,475 | +16,475 | new |
| 333 | Atlantic Union Bankshares Corp | $6.4M | 16,435 | +10,091 | add |
| 334 | Circle Wealth Management, LLC | $6.4M | 16,421 | +972 | add |
| 335 | 1248 Management, LLC | $6.4M | 16,383 | +15,686 | add |
| 336 | Laurion Capital Management LP | $6.4M | 16,341 | +16,341 | new |
| 337 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | $6.4M | 16,318 | +191 | add |
| 338 | Blue Zone Wealth Advisors, LLC | $6.4M | 16,299 | +262 | add |
| 339 | ExodusPoint Capital Management, LP | $6.3M | 16,083 | +16,083 | new |
| 340 | Silvant Capital Management LLC | $6.2M | 15,926 | +843 | add |
| 341 | Y-Intercept (Hong Kong) Ltd | $6.1M | 15,691 | +15,691 | new |
| 342 | MidFirst Bank | $6.1M | 15,642 | −538 | trim |
| 343 | Osmosis Investment Management UK Ltd | $6.0M | 15,319 | +8,380 | add |
| 344 | MIZUHO SECURITIES USA LLC | $5.9M | 15,240 | −3,033 | trim |
| 345 | SALEM INVESTMENT COUNSELORS INC | $5.9M | 15,218 | −815 | trim |
| 346 | Elo Mutual Pension Insurance Co | $5.9M | 15,183 | −13,132 | trim |
| 347 | AlpInvest Partners B.V. | $5.9M | 15,041 | 0 | no change |
| 348 | E Fund Management Co., Ltd. | $5.8M | 14,947 | — | no prior |
| 349 | Stephens Investment Management Group LLC | $5.8M | 14,877 | −18 | trim |
| 350 | Grandview Asset Management LLC | $5.7M | 14,670 | −511 | trim |
| 351 | Destiny Wealth Partners, LLC | $5.7M | 14,672 | +392 | add |
| 352 | Spire Wealth Management | $5.7M | 14,578 | −14,219 | trim |
| 353 | First Washington CORP | $5.7M | 14,570 | −8 | trim |
| 354 | Sovran Advisors, LLC | $5.6M | 12,650 | +2,788 | add |
| 355 | Abu Dhabi Investment Council Co P.J.S.C | $5.6M | 14,403 | — | no prior |
| 356 | Banque Cantonale Vaudoise | $5.6M | 14,366 | +819 | add |
| 357 | BAILARD, INC. | $5.6M | 14,216 | −5 | trim |
| 358 | Canvas Wealth Advisors, LLC | $5.5M | 14,107 | +4,172 | add |
| 359 | Waverly Advisors, LLC | $5.5M | 14,090 | +6,198 | add |
| 360 | Man Group plc | $5.5M | 14,076 | +3,882 | add |
| 361 | Avanza Fonder AB | $5.5M | 14,071 | −4,417 | trim |
| 362 | AE Wealth Management LLC | $5.5M | 14,047 | −1,693 | trim |
| 363 | PETERSON WEALTH MANAGEMENT | $5.5M | 14,041 | +888 | add |
| 364 | EXCHANGE TRADED CONCEPTS, LLC | $5.5M | 14,004 | +220 | add |
| 365 | Crossmark Global Holdings, Inc. | $5.5M | 13,985 | — | no prior |
| 366 | 180 WEALTH ADVISORS, LLC | $5.4M | 13,919 | −12 | trim |
| 367 | Seneca House Advisors | $5.4M | 13,739 | +4,663 | add |
| 368 | Laurel Wealth Advisors LLC | $5.3M | 10,081 | +745 | add |
| 369 | JERICHO FINANCIAL, LLP | $5.3M | 13,526 | +1,973 | add |
| 370 | Privium Fund Management (UK) Ltd | $5.2M | 14,100 | +14,100 | new |
| 371 | Ashton Thomas Private Wealth, LLC | $5.2M | 13,334 | +425 | add |
| 372 | Global Wealth Management Investment Advisory, Inc. | $5.1M | 13,147 | +3,820 | add |
| 373 | Harold Davidson & Associates Inc. | $5.1M | 13,125 | −261 | trim |
| 374 | J.W. COLE ADVISORS, INC. | $5.1M | 13,103 | +587 | add |
| 375 | PURSUE WEALTH PARTNERS LLC | $5.1M | 13,095 | −4,711 | trim |
| 376 | Independent Advisor Alliance | $5.1M | 13,093 | −3,136 | trim |
| 377 | HB Wealth Management, LLC | $5.1M | 13,068 | +393 | add |
| 378 | Larson Financial Group LLC | $5.0M | 12,897 | +6,614 | add |
| 379 | Frank, Rimerman Advisors LLC | $5.0M | 12,888 | +312 | add |
| 380 | Allspring Global Investments Holdings, LLC | $5.0M | 12,788 | +583 | add |
| 381 | EFG International AG | $5.0M | 12,861 | −191 | trim |
| 382 | Faithward Advisors, LLC | $5.0M | 27,054 | +16,263 | add |
| 383 | CFM WEALTH PARTNERS LLC | $5.0M | 12,805 | −1,474 | trim |
| 384 | GC Wealth Management RIA, LLC | $5.0M | 12,761 | −172 | trim |
| 385 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $5.0M | 12,759 | −6,330 | trim |
| 386 | Dai-ichi Life Insurance Company, Ltd | $5.0M | 12,748 | −628 | trim |
| 387 | Blue Fin Capital, Inc. | $5.0M | 12,743 | +486 | add |
| 388 | Americana Partners, LLC | $5.0M | 12,718 | +4,306 | add |
| 389 | Royal Fund Management, LLC | $4.9M | 12,583 | +464 | add |
| 390 | Empowered Funds, LLC | $4.9M | 12,568 | −10,271 | trim |
| 391 | Perigon Wealth Management, LLC | $4.9M | 12,554 | +950 | add |
| 392 | Caprock Group, LLC | $4.9M | 12,523 | −23,291 | trim |
| 393 | Secure Asset Management, LLC | $4.9M | 12,436 | +2,438 | add |
| 394 | Bedell Frazier Investment Counselling, LLC | $4.9M | 12,432 | +161 | add |
| 395 | Kovack Advisors, Inc. | $4.8M | 12,322 | −3,680 | trim |
| 396 | Maryland State Retirement & Pension System | $4.8M | 12,341 | 0 | no change |
| 397 | OMERS ADMINISTRATION Corp | $4.8M | 12,293 | +2,623 | add |
| 398 | Parsonex Advisory Services, Inc. | $4.8M | 12,290 | +899 | add |
| 399 | SevenBridge Financial Group, LLC | $4.8M | 10,236 | +969 | add |
| 400 | GUERRA PAN ADVISORS, LLC | $4.7M | 12,102 | −88 | trim |
| 401 | Allworth Financial LP | $4.7M | 12,002 | +104 | add |
| 402 | Black Swift Group, LLC | $4.7M | 11,947 | −14,162 | trim |
| 403 | ALLIANZ SE | $4.7M | 11,945 | −300 | trim |
| 404 | BECK CAPITAL MANAGEMENT, LLC | $4.6M | 11,877 | +11,877 | new |
| 405 | OMC Financial Services LTD | $4.6M | 11,809 | +1,137 | add |
| 406 | Kultura Capital Management LP | $4.5M | 11,640 | +4,040 | add |
| 407 | Union Bancaire Privee, UBP SA | $4.5M | 13,526 | +4,310 | add |
| 408 | Processus Wealth & Capital Management, LLC | $4.5M | 11,533 | +303 | add |
| 409 | Northwest & Ethical Investments L.P. | $4.4M | 11,329 | +4,076 | add |
| 410 | LAFFER TENGLER INVESTMENTS, INC. | $4.4M | 11,365 | +116 | add |
| 411 | Siemens Fonds Invest GmbH | $4.4M | 11,232 | −124 | trim |
| 412 | Y.D. More Investments Ltd | $4.3M | 11,093 | −1,872 | trim |
| 413 | Sequoia Financial Advisors, LLC | $4.3M | 11,009 | +1,905 | add |
| 414 | Snider Financial Group | $4.3M | 10,941 | +1,003 | add |
| 415 | Mitsubishi UFJ Trust & Banking Corp | $4.3M | 10,932 | +7,774 | add |
| 416 | Lombard Odier Asset Management (Switzerland) SA | $4.3M | 10,917 | +480 | add |
| 417 | CAPSTONE INVESTMENT ADVISORS, LLC | $4.2M | 10,854 | +6,704 | add |
| 418 | Boothe Investment Group, Inc. | $4.2M | 10,851 | +40 | add |
| 419 | Fort Sheridan Advisors LLC | $4.2M | 10,794 | +166 | add |
| 420 | Snowden Capital Advisors LLC | $4.2M | 10,759 | −584 | trim |
| 421 | AlphaStar Capital Management, LLC | $4.2M | 10,749 | +2,791 | add |
| 422 | Stenger Family Office, LLC | $4.2M | 10,739 | +1,746 | add |
| 423 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | $4.2M | 10,700 | +2,800 | add |
| 424 | Clear Creek Financial Management, LLC | $4.2M | 10,695 | +7,367 | add |
| 425 | WealthShield Partners, LLC | $4.1M | 10,620 | −4,838 | trim |
| 426 | Greystone Financial Group, LLC | $4.1M | 10,614 | −4,699 | trim |
| 427 | RMR Wealth Builders | $4.1M | 10,510 | +1,097 | add |
| 428 | Mutual Advisors, LLC | $4.1M | 10,480 | +753 | add |
| 429 | Convergence Financial, LLC | $4.0M | 10,354 | +5,466 | add |
| 430 | Signal Advisors Wealth, LLC | $4.0M | 10,355 | +2,002 | add |
| 431 | MUFG Securities EMEA plc | $4.0M | 10,335 | +47 | add |
| 432 | NZS Capital, LLC | $4.0M | 10,316 | +205 | add |
| 433 | BENJAMIN EDWARDS INC | $4.0M | 10,292 | +933 | add |
| 434 | PETREDIS INVESTMENT ADVISORS LLC | $4.0M | 10,233 | −108 | trim |
| 435 | Orion Porfolio Solutions, LLC | $4.0M | 10,199 | −3,648 | trim |
| 436 | Generali Asset Management SPA SGR | $4.0M | 10,182 | +1,165 | add |
| 437 | Palacios Wealth Management, LLC | $4.0M | 8,902 | +719 | add |
| 438 | KEYBANK NATIONAL ASSOCIATION/OH | $4.0M | 10,159 | +1,676 | add |
| 439 | Paragon Advisors, LLC | $3.9M | 10,090 | +953 | add |
| 440 | DE BURLO GROUP INC | $3.9M | 10,000 | +10,000 | new |
| 441 | H&H International Investment, LLC | $3.9M | 10,000 | +10,000 | new |
| 442 | AGP FRANKLIN, LLC | $3.9M | 9,957 | +243 | add |
| 443 | LAZARD ASSET MANAGEMENT LLC | $3.9M | 9,952 | −71 | trim |
| 444 | Western Wealth Management, LLC | $3.9M | 9,935 | +9,935 | new |
| 445 | LMCG INVESTMENTS, LLC | $3.9M | 9,926 | −9,614 | trim |
| 446 | Intesa Sanpaolo S.p.A. | $3.9M | 9,917 | −4,890 | trim |
| 447 | OneDigital Investment Advisors LLC | $3.8M | 9,841 | −1,144 | trim |
| 448 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $3.8M | 9,648 | +592 | add |
| 449 | CHOREO, LLC | $3.7M | 9,586 | +927 | add |
| 450 | Darden Wealth Group Inc | $3.7M | 9,569 | +544 | add |
| 451 | DUNCKER STREETT & CO INC | $3.7M | 9,545 | +3,418 | add |
| 452 | Benchmark Investment Advisors LLC | $3.7M | 9,369 | — | no prior |
| 453 | HERBST GROUP, LLC | $3.6M | 9,290 | +4,105 | add |
| 454 | Vestmark Advisory Solutions, Inc. | $3.6M | 9,154 | +2,825 | add |
| 455 | Advisors Asset Management, Inc. | $3.6M | 9,140 | +3,462 | add |
| 456 | RWA WEALTH PARTNERS, LLC | $3.6M | 9,120 | +2,687 | add |
| 457 | Meeder Advisory Services, Inc. | $3.5M | 9,091 | +737 | add |
| 458 | Meiji Yasuda Asset Management Co Ltd. | $3.5M | 9,004 | +1,243 | add |
| 459 | PKO Investment Management Joint-Stock Co | $3.5M | 9,000 | 0 | no change |
| 460 | Centric Wealth Management | $3.5M | 7,471 | −29 | trim |
| 461 | Quantum Private Wealth, LLC | $3.5M | 8,979 | −14 | trim |
| 462 | SIGMA INVESTMENT COUNSELORS INC | $3.5M | 8,950 | +8,950 | new |
| 463 | Sepio Capital, LP | $3.5M | 8,867 | +20 | add |
| 464 | Coastal Bridge Advisors, LLC | $3.5M | 8,859 | +8,258 | add |
| 465 | Linden Thomas Advisory Services, LLC | $3.4M | 8,715 | +1,303 | add |
| 466 | FIDUCIARY TRUST CO | $3.4M | 8,690 | +427 | add |
| 467 | Riggs Asset Managment Co. Inc. | $3.4M | 8,643 | +2,923 | add |
| 468 | Metis Global Partners, LLC | $3.4M | 8,630 | −832 | trim |
| 469 | MISSION WEALTH MANAGEMENT, LP | $3.4M | 8,586 | −886 | trim |
| 470 | Hennion & Walsh Asset Management, Inc. | $3.3M | 8,512 | −1,968 | trim |
| 471 | PFG Investments, LLC | $3.3M | 8,489 | +1,339 | add |
| 472 | Proactive Wealth Strategies LLC | $3.3M | 8,426 | +4,721 | add |
| 473 | World Investment Advisors | $3.3M | 8,379 | −454 | trim |
| 474 | ING GROEP NV | $3.3M | 8,325 | −59,367 | trim |
| 475 | Corps Capital Advisors, LLC | $3.2M | 8,310 | +1,105 | add |
| 476 | Illinois Municipal Retirement Fund | $3.2M | 8,290 | −2,083 | trim |
| 477 | BW Gestao de Investimentos Ltda. | $3.2M | 8,279 | +8,279 | new |
| 478 | MARSHALL INVESTMENT MANAGEMENT, LLC | $3.2M | 8,279 | +721 | add |
| 479 | Clay Northam Wealth Management, LLC | $3.2M | 8,223 | +245 | add |
| 480 | Tower Research Capital LLC (TRC) | $3.2M | 8,179 | −10,534 | trim |
| 481 | ELEVATION POINT WEALTH PARTNERS, LLC | $3.2M | 8,118 | +6,417 | add |
| 482 | PRINCIPAL SECURITIES, INC. | $3.2M | 8,083 | −2,394 | trim |
| 483 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $3.1M | 8,067 | +48 | add |
| 484 | Independent Solutions Wealth Management, LLC | $3.1M | 7,994 | +14 | add |
| 485 | Rockingstone Advisors LLC | $3.1M | 7,989 | −75 | trim |
| 486 | Oak Thistle LLC | $3.1M | 7,969 | +5,725 | add |
| 487 | ASSETMARK, INC | $3.1M | 7,936 | +1,210 | add |
| 488 | RCS Financial Planning, LLC | $3.1M | 7,836 | −138 | trim |
| 489 | StoneCrest Wealth Management, Inc. | $3.0M | 7,705 | −75 | trim |
| 490 | Gerber Kawasaki Wealth & Investment Management | $3.0M | 7,687 | −1,263 | trim |
| 491 | Ascent Group, LLC | $3.0M | 7,657 | +1,431 | add |
| 492 | Mirador Capital Partners LP | $3.0M | 7,632 | +4,015 | add |
| 493 | PIAR LLC | $3.0M | 7,600 | −1,150 | trim |
| 494 | SANDERS MORRIS HARRIS LLC | $3.0M | 7,599 | +7,599 | new |
| 495 | Warm Springs Advisors Inc. | $3.0M | 7,579 | 0 | no change |
| 496 | Schear Investment Advisers, LLC | $2.9M | 7,549 | −29 | trim |
| 497 | Draper Asset Management, LLC | $2.9M | 7,508 | +1,125 | add |
| 498 | Elm Partners Management LLC | $2.9M | 7,594 | −1,500 | trim |
| 499 | Stamos Capital Partners, L.P. | $2.9M | 7,359 | +4,892 | add |
| 500 | Greater Midwest Financial Group, LLC | $2.9M | 7,344 | −789 | trim |