| 1 | BlackRock, Inc. | $7.1B | 39,503,125 | +702,533 | add |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.3B | 29,472,165 | — | no prior |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.9B | 21,689,488 | — | no prior |
| 4 | STATE STREET CORP | $3.7B | 20,315,624 | −333,429 | trim |
| 5 | BANK OF AMERICA CORP /DE/ | $1.7B | 9,470,695 | +534,158 | add |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $1.7B | 9,436,559 | +202,486 | add |
| 7 | APG Asset Management US Inc. | $1.6B | 8,619,693 | +1,949 | add |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | $1.4B | 7,582,063 | +120,956 | add |
| 9 | NORTHERN TRUST CORP | $996M | 5,525,709 | −262,213 | trim |
| 10 | MORGAN STANLEY | $933M | 5,178,674 | +927,387 | add |
| 11 | DIMENSIONAL FUND ADVISORS LP | $874M | 4,850,416 | +35,850 | add |
| 12 | FMR LLC | $841M | 4,668,688 | +370,262 | add |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $784M | 4,351,799 | +135,936 | add |
| 14 | Invesco Ltd. | $770M | 4,273,945 | −159,570 | trim |
| 15 | Daiwa Securities Group Inc. | $747M | 4,142,697 | −403,521 | trim |
| 16 | Legal & General Group Plc | $697M | 3,868,379 | −138,832 | trim |
| 17 | PRINCIPAL FINANCIAL GROUP INC | $668M | 3,704,993 | +14,446 | add |
| 18 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $552M | 3,064,909 | −236,604 | trim |
| 19 | Nuveen, LLC | $484M | 2,686,204 | +148,274 | add |
| 20 | Amundi | $451M | 2,504,476 | +86,050 | add |
| 21 | DEUTSCHE BANK AG\ | $418M | 2,316,841 | +96,125 | add |
| 22 | Resolution Capital Ltd | $355M | 1,970,697 | −28,166 | trim |
| 23 | Bank of New York Mellon Corp | $352M | 1,952,366 | −46,729 | trim |
| 24 | VANGUARD FIDUCIARY TRUST CO | $331M | 1,836,617 | — | no prior |
| 25 | ALLIANCEBERNSTEIN L.P. | $327M | 2,116,611 | +211,845 | add |
| 26 | UBS Group AG | $326M | 1,810,607 | +170,260 | add |
| 27 | ROYAL BANK OF CANADA | $320M | 1,778,305 | −149,824 | trim |
| 28 | Capital International Investors | $312M | 1,732,166 | +1,732,166 | new |
| 29 | SEI INVESTMENTS CO | $297M | 1,645,851 | +16,781 | add |
| 30 | Capital Research Global Investors | $288M | 1,600,151 | +334,487 | add |
| 31 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $279M | 1,546,930 | +1,546,930 | new |
| 32 | HSBC HOLDINGS PLC | $262M | 1,451,241 | −1,257,161 | trim |
| 33 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $208M | 1,152,170 | +534,192 | add |
| 34 | Pictet Asset Management Holding SA | $204M | 1,130,488 | −853,206 | trim |
| 35 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $201M | 1,049,905 | −150,470 | trim |
| 36 | D. E. Shaw & Co., Inc. | $195M | 1,079,695 | +886,182 | add |
| 37 | PRUDENTIAL FINANCIAL INC | $190M | 1,052,038 | +70,523 | add |
| 38 | Mitsubishi UFJ Asset Management Co., Ltd. | $183M | 1,015,721 | +67,933 | add |
| 39 | Swiss National Bank | $182M | 1,008,049 | +73,500 | add |
| 40 | Sumitomo Mitsui Trust Group, Inc. | $181M | 1,004,878 | −286,225 | trim |
| 41 | Universal- Beteiligungs- und Servicegesellschaft mbH | $181M | 1,002,207 | +23,188 | add |
| 42 | Aberdeen Group plc | $161M | 895,966 | −21,866 | trim |
| 43 | SCHRODER INVESTMENT MANAGEMENT GROUP | $143M | 814,182 | −32,735 | trim |
| 44 | Burkehill Global Management, LP | $135M | 750,000 | +750,000 | new |
| 45 | RAYMOND JAMES FINANCIAL INC | $129M | 718,250 | +25,215 | add |
| 46 | Vanguard Global Advisers, LLC | $128M | 708,721 | — | no prior |
| 47 | NORDEA INVESTMENT MANAGEMENT AB | $126M | 708,735 | +35,388 | add |
| 48 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $125M | 695,077 | +695,077 | new |
| 49 | BNP Paribas Asset Management Holding S.A. | $125M | 693,734 | −4,723 | trim |
| 50 | CITIGROUP INC | $124M | 686,737 | +142,428 | add |
| 51 | Janus Henderson Group Ltd. | $122M | 674,446 | −50,241 | trim |
| 52 | Rockefeller Capital Management L.P. | $116M | 641,675 | +20,495 | add |
| 53 | Asset Management One Co., Ltd. | $115M | 638,267 | −8,154 | trim |
| 54 | NOMURA ASSET MANAGEMENT CO LTD | $111M | 618,038 | +19,779 | add |
| 55 | VANGUARD ASSET MANAGEMENT, Ltd | $108M | 600,857 | — | no prior |
| 56 | AMERICAN CENTURY COMPANIES INC | $105M | 583,124 | +174,847 | add |
| 57 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $105M | 580,219 | −6,398 | trim |
| 58 | National Pension Service | $102M | 568,460 | +568,460 | new |
| 59 | AMERIPRISE FINANCIAL INC | $102M | 588,577 | −41,500 | trim |
| 60 | WELLS FARGO & COMPANY/MN | $101M | 561,899 | +5,873 | add |
| 61 | MILLENNIUM MANAGEMENT LLC | $96.1M | 533,260 | +516,179 | add |
| 62 | JANE STREET GROUP, LLC | $95.5M | 530,019 | +530,019 | new |
| 63 | ENVESTNET ASSET MANAGEMENT INC | $88.4M | 490,807 | +45,095 | add |
| 64 | BAMCO INC /NY/ | $87.4M | 484,763 | +346,585 | add |
| 65 | Adelante Capital Management LLC | $86.2M | 478,296 | +1,866 | add |
| 66 | AEW CAPITAL MANAGEMENT L P | $82.8M | 459,315 | −90,348 | trim |
| 67 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $82.8M | 459,300 | +87,800 | add |
| 68 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $82.8M | 459,208 | −6,217 | trim |
| 69 | Alyeska Investment Group, L.P. | $81.3M | 450,867 | −394,007 | trim |
| 70 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $80.0M | 444,106 | +195,424 | add |
| 71 | WELLINGTON MANAGEMENT GROUP LLP | $76.4M | 423,749 | −61,203 | trim |
| 72 | Vanguard Investments Australia, Ltd. | $72.1M | 400,013 | — | no prior |
| 73 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $63.8M | 353,870 | −338,894 | trim |
| 74 | STIFEL FINANCIAL CORP | $61.3M | 340,082 | −9,945 | trim |
| 75 | DANSKE BANK A/S | $60.4M | 334,931 | +14,891 | add |
| 76 | Allianz Asset Management GmbH | $58.9M | 327,023 | −6,119 | trim |
| 77 | FRANKLIN RESOURCES INC | $58.5M | 324,548 | −5,456 | trim |
| 78 | Swedbank AB | $58.2M | 323,140 | −30,384 | trim |
| 79 | AVIVA PLC | $57.1M | 316,835 | +8,900 | add |
| 80 | Zurcher Kantonalbank (Zurich Cantonalbank) | $56.2M | 311,740 | +311,740 | new |
| 81 | MACQUARIE GROUP LTD | $54.1M | 300,120 | −24,613 | trim |
| 82 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $52.9M | 293,636 | 0 | no change |
| 83 | Gotham Asset Management, LLC | $52.7M | 292,551 | +53,495 | add |
| 84 | State of New Jersey Common Pension Fund D | $51.7M | 286,684 | +9,350 | add |
| 85 | HEITMAN REAL ESTATE SECURITIES LLC | $50.8M | 282,108 | +52,588 | add |
| 86 | AQR CAPITAL MANAGEMENT LLC | $50.5M | 283,488 | −24,284 | trim |
| 87 | LPL Financial LLC | $48.8M | 270,686 | −12,390 | trim |
| 88 | Korea Investment CORP | $46.5M | 258,065 | +48,146 | add |
| 89 | Retirement Systems of Alabama | $44.8M | 248,677 | −460 | trim |
| 90 | Creative Planning | $44.6M | 247,514 | +22,828 | add |
| 91 | Focus Partners Wealth | $44.0M | 244,222 | +3,880 | add |
| 92 | Clearbridge Investments, LLC | $43.2M | 239,504 | +131,632 | add |
| 93 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $41.8M | 231,677 | +44,039 | add |
| 94 | BANK OF MONTREAL /CAN/ | $38.0M | 210,674 | −40,902 | trim |
| 95 | Hazelview Securities Inc. | $37.7M | 209,349 | +4,244 | add |
| 96 | UniSuper Management Pty Ltd | $36.4M | 202,214 | −19,222 | trim |
| 97 | Resona Asset Management Co.,Ltd. | $35.1M | 199,149 | +8,295 | add |
| 98 | HOMESTEAD ADVISERS CORP | $34.1M | 190,242 | −38,400 | trim |
| 99 | US BANCORP \DE\ | $33.7M | 186,875 | −2,129 | trim |
| 100 | STATE OF WISCONSIN INVESTMENT BOARD | $33.1M | 183,664 | +7,290 | add |
| 101 | Mitsubishi UFJ Trust & Banking Corp | $32.0M | 177,690 | +6,806 | add |
| 102 | NEW YORK STATE COMMON RETIREMENT FUND | $31.6M | 175,198 | +2,865 | add |
| 103 | KLP KAPITALFORVALTNING AS | $31.0M | 172,281 | +12,500 | add |
| 104 | TD ASSET MANAGEMENT INC | $29.6M | 164,397 | +7,616 | add |
| 105 | Sumitomo Mitsui DS Asset Management Company, Ltd | $29.6M | 164,342 | +5,034 | add |
| 106 | Chevy Chase Trust Holdings, LLC | $28.7M | 159,164 | −4,542 | trim |
| 107 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | $27.0M | 150,000 | 0 | no change |
| 108 | Metis Global Partners, LLC | $26.8M | 148,553 | +4,736 | add |
| 109 | APG Asset Management N.V. | $25.9M | 165,460 | −264 | trim |
| 110 | FIL Ltd | $25.5M | 141,420 | +66,805 | add |
| 111 | VICTORY CAPITAL MANAGEMENT INC | $25.2M | 139,983 | −2,393 | trim |
| 112 | FIRST TRUST ADVISORS LP | $25.2M | 139,965 | +38,992 | add |
| 113 | &PARTNERS | $25.1M | 139,284 | +20,178 | add |
| 114 | NATIONAL BANK OF CANADA /FI/ | $25.0M | 138,616 | −60,840 | trim |
| 115 | STOREBRAND ASSET MANAGEMENT AS | $25.0M | 138,517 | — | no prior |
| 116 | Eurizon Capital SGR S.p.A. | $24.9M | 138,593 | +1,479 | add |
| 117 | CIBC Bancorp USA Inc. | $24.7M | 137,151 | — | no prior |
| 118 | CREDIT AGRICOLE S A | $24.6M | 136,510 | −17,616 | trim |
| 119 | ROYAL LONDON ASSET MANAGEMENT LTD | $24.1M | 133,735 | −152 | trim |
| 120 | Vert Asset Management LLC | $23.9M | 132,900 | −8,248 | trim |
| 121 | Midwest Trust Co | $23.7M | 131,445 | +522 | add |
| 122 | Robeco Institutional Asset Management B.V. | $23.3M | 129,334 | +49,786 | add |
| 123 | Uniplan Investment Counsel, Inc. | $23.1M | 127,970 | +53,107 | add |
| 124 | IFM Investors Pty Ltd | $23.0M | 127,397 | +3,177 | add |
| 125 | Walleye Capital LLC | $22.7M | 125,701 | +120,103 | add |
| 126 | OFI INVEST ASSET MANAGEMENT | $21.9M | 139,180 | −129,201 | trim |
| 127 | VOYA INVESTMENT MANAGEMENT LLC | $21.5M | 119,436 | +12,017 | add |
| 128 | Land & Buildings Investment Management, LLC | $20.6M | 114,066 | +114,066 | new |
| 129 | M&T BANK CORP | $20.3M | 112,665 | +189 | add |
| 130 | DnB Asset Management AS | $20.1M | 111,537 | +2,271 | add |
| 131 | Lansforsakringar Fondforvaltning AB (publ) | $19.6M | 108,844 | +1,151 | add |
| 132 | NEOS Investment Management LLC | $19.2M | 106,359 | +17,730 | add |
| 133 | Alberta Investment Management Corp | $19.1M | 106,000 | 0 | no change |
| 134 | Foresight Group Ltd Liability Partnership | $19.0M | 108,294 | −11,911 | trim |
| 135 | Cornerstone Advisors, LLC | $18.8M | 104,203 | +20,953 | add |
| 136 | Tredje AP-fonden | $18.5M | 102,718 | +102,718 | new |
| 137 | Sanctuary Advisors, LLC | $18.3M | 101,673 | −3,059 | trim |
| 138 | CHILTON CAPITAL MANAGEMENT LLC | $18.3M | 101,485 | +2,456 | add |
| 139 | Mirae Asset Global Investments Co., Ltd. | $18.2M | 101,123 | −7,314 | trim |
| 140 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $17.8M | 98,776 | +98,776 | new |
| 141 | TORONTO DOMINION BANK | $17.6M | 97,695 | −128,315 | trim |
| 142 | CITADEL ADVISORS LLC | $17.5M | 96,980 | −197,580 | trim |
| 143 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $17.2M | 95,286 | +2,517 | add |
| 144 | Arizona State Retirement System | $17.0M | 94,124 | −1,881 | trim |
| 145 | REAVES W H & CO INC | $16.9M | 94,022 | −281 | trim |
| 146 | Baird Financial Group, Inc. | $16.8M | 93,401 | +93,401 | new |
| 147 | BROOKFIELD Corp /ON/ | $16.7M | 92,787 | −37,831 | trim |
| 148 | TWO SIGMA INVESTMENTS, LP | $16.6M | 91,991 | −213,931 | trim |
| 149 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $16.5M | 91,836 | +9,567 | add |
| 150 | KORNITZER CAPITAL MANAGEMENT INC /KS | $16.2M | 90,000 | 0 | no change |
| 151 | TODD ASSET MANAGEMENT LLC | $16.0M | 89,016 | +2,071 | add |
| 152 | Stony Point Capital LLC | $16.0M | 88,737 | −387 | trim |
| 153 | COMMONWEALTH EQUITY SERVICES, LLC | $15.9M | 88,316 | −2,838 | trim |
| 154 | Czech National Bank | $15.8M | 87,952 | +2,811 | add |
| 155 | PINNACLE ASSOCIATES LTD | $15.8M | 87,638 | −15,308 | trim |
| 156 | NATIXIS | $15.7M | 87,129 | −11,455 | trim |
| 157 | Aptus Capital Advisors, LLC | $15.6M | 86,578 | −2,281 | trim |
| 158 | Cetera Investment Advisers | $15.4M | 85,609 | +4,392 | add |
| 159 | STATE OF MICHIGAN RETIREMENT SYSTEM | $15.2M | 84,381 | −200 | trim |
| 160 | Quantinno Capital Management LP | $15.1M | 84,006 | +20,169 | add |
| 161 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $14.8M | 82,170 | +22,250 | add |
| 162 | SEB Asset Management AB | $14.5M | 80,255 | — | no prior |
| 163 | CIBC Asset Management Inc | $14.0M | 77,788 | +1,237 | add |
| 164 | Varma Mutual Pension Insurance Co | $13.9M | 76,883 | 0 | no change |
| 165 | 1832 Asset Management L.P. | $13.8M | 76,755 | −5,875 | trim |
| 166 | Swiss Life Asset Management Ltd | $13.8M | 76,650 | +5,326 | add |
| 167 | ZEVIN ASSET MANAGEMENT LLC | $13.6M | 75,337 | −994 | trim |
| 168 | Capital Investment Advisors, LLC | $13.6M | 75,227 | +3,547 | add |
| 169 | Calamos Advisors LLC | $13.2M | 72,985 | 0 | no change |
| 170 | MERCER GLOBAL ADVISORS INC /ADV | $12.4M | 68,810 | +10,601 | add |
| 171 | Defiance ETFs, LLC | $12.2M | 67,961 | +14,244 | add |
| 172 | BCWM, LLC | $12.2M | 67,638 | +2,378 | add |
| 173 | USS Investment Management Ltd | $12.1M | 67,299 | +1,690 | add |
| 174 | B&I Capital AG | $12.0M | 66,691 | −3,300 | trim |
| 175 | NISA INVESTMENT ADVISORS, LLC | $11.9M | 66,036 | −43,503 | trim |
| 176 | Federation des caisses Desjardins du Quebec | $11.7M | 65,019 | +15,481 | add |
| 177 | New Age Alpha Advisors, LLC | $11.6M | 64,542 | −4,485 | trim |
| 178 | Vision Capital Corp | $11.6M | 64,434 | −30,000 | trim |
| 179 | BENJAMIN EDWARDS INC | $11.4M | 63,286 | +5,758 | add |
| 180 | CIBC WORLD MARKET INC. | $11.2M | 62,370 | −120,719 | trim |
| 181 | TEACHER RETIREMENT SYSTEM OF TEXAS | $11.0M | 61,170 | −173 | trim |
| 182 | XPONANCE LLC | $10.8M | 59,905 | +8,373 | add |
| 183 | Northwest & Ethical Investments L.P. | $10.7M | 59,559 | +59,559 | new |
| 184 | Corient Private Wealth LLC | $10.6M | 59,135 | −65,658 | trim |
| 185 | TRUIST FINANCIAL CORP | $10.6M | 58,961 | −3,039 | trim |
| 186 | BANK OF NOVA SCOTIA | $10.5M | 58,491 | −20,217 | trim |
| 187 | ASR Vermogensbeheer N.V. | $10.5M | 58,135 | +1,101 | add |
| 188 | SOROS FUND MANAGEMENT LLC | $10.3M | 57,418 | 0 | no change |
| 189 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $10.3M | 57,054 | +57,054 | new |
| 190 | Investment Management Corp of Ontario | $10.2M | 56,412 | −4,573 | trim |
| 191 | Utah Retirement Systems | $10.1M | 55,917 | −170 | trim |
| 192 | ProShare Advisors LLC | $10.0M | 55,232 | −23,344 | trim |
| 193 | Foster Victor Wealth Advisors, LLC | $9.9M | 50,719 | +3,528 | add |
| 194 | Allworth Financial LP | $9.9M | 54,986 | +122 | add |
| 195 | MAI Capital Management | $9.6M | 53,510 | +1,056 | add |
| 196 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.5M | 52,694 | +24,646 | add |
| 197 | DigitalBridge Group, Inc. | $9.2M | 51,000 | −51,500 | trim |
| 198 | HighTower Advisors, LLC | $9.1M | 50,725 | −36 | trim |
| 199 | Pathstone Holdings, LLC | $9.1M | 50,703 | +3,244 | add |
| 200 | QRG CAPITAL MANAGEMENT, INC. | $9.0M | 49,945 | +7,045 | add |
| 201 | Inspire Investing, LLC | $8.9M | 49,534 | +14,841 | add |
| 202 | Presima Securities ULC | $8.9M | 49,452 | 0 | no change |
| 203 | FARMERS & MERCHANTS INVESTMENTS INC | $8.9M | 49,446 | +1,591 | add |
| 204 | FRANKLIN STREET ADVISORS INC /NC | $8.9M | 49,404 | −5,008 | trim |
| 205 | Ensign Peak Advisors, Inc | $8.9M | 49,244 | +16,446 | add |
| 206 | GSI Capital Advisors LLC | $8.9M | 49,112 | −185 | trim |
| 207 | Wealthfront Advisers LLC | $8.8M | 48,979 | +1,804 | add |
| 208 | Woodline Partners LP | $8.8M | 48,809 | −6,617 | trim |
| 209 | Royal Fund Management, LLC | $8.8M | 48,539 | +2,596 | add |
| 210 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $8.7M | 48,311 | +1,352 | add |
| 211 | Rakuten Investment Management, Inc. | $8.6M | 48,954 | +5,709 | add |
| 212 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $8.5M | 47,347 | −13,055 | trim |
| 213 | Ethic Inc. | $8.3M | 46,117 | +6,094 | add |
| 214 | Advisors Asset Management, Inc. | $8.3M | 45,998 | −3,097 | trim |
| 215 | EASTERLY INVESTMENT PARTNERS LLC | $8.3M | 46,719 | −59,623 | trim |
| 216 | NAPLES GLOBAL ADVISORS, LLC | $7.9M | 44,113 | +1,384 | add |
| 217 | HANCOCK WHITNEY CORP | $7.9M | 39,204 | +3,828 | add |
| 218 | Cerity Partners LLC | $7.8M | 43,243 | −2,955 | trim |
| 219 | Capital Investment Counsel, LLC | $7.8M | 43,211 | +1,319 | add |
| 220 | ADELL HARRIMAN & CARPENTER INC | $7.7M | 42,505 | +4,218 | add |
| 221 | Vanguard Personalized Indexing Management, LLC | $7.6M | 42,435 | +6,612 | add |
| 222 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $7.5M | 41,815 | −609 | trim |
| 223 | MACKENZIE FINANCIAL CORP | $7.5M | 41,420 | +3,356 | add |
| 224 | GFS Advisors, LLC | $7.1M | 24,129 | +24,129 | new |
| 225 | ROMANO BROTHERS AND COMPANY | $7.1M | 39,228 | +19 | add |
| 226 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $7.0M | 38,904 | +38,904 | new |
| 227 | Edgemoor Investment Advisors, Inc. | $7.0M | 38,875 | −195 | trim |
| 228 | One Capital Management, LLC | $7.0M | 38,699 | +4,201 | add |
| 229 | DJE Kapital AG | $6.8M | 38,918 | +38,918 | new |
| 230 | Knights of Columbus Asset Advisors LLC | $6.7M | 37,350 | +2,620 | add |
| 231 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.7M | 37,079 | −301 | trim |
| 232 | OSAIC HOLDINGS, INC. | $6.7M | 37,008 | −6,719 | trim |
| 233 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $6.7M | 36,961 | 0 | no change |
| 234 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | 36,895 | −127,595 | trim |
| 235 | CI INVESTMENTS INC. | $6.6M | 36,638 | −1,619 | trim |
| 236 | Global Wealth Management Investment Advisory, Inc. | $6.6M | 36,407 | +1,131 | add |
| 237 | Dynamic Advisor Solutions LLC | $6.5M | 36,210 | +440 | add |
| 238 | STEPHENS INC /AR/ | $6.5M | 35,827 | +306 | add |
| 239 | FIFTH THIRD BANCORP | $6.3M | 35,085 | −4,814 | trim |
| 240 | WASHINGTON TRUST BANK | $6.3M | 34,760 | −3,705 | trim |
| 241 | OP Asset Management Ltd | $6.2M | 34,499 | — | no prior |
| 242 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $6.1M | 34,000 | 0 | no change |
| 243 | Sequoia Financial Advisors, LLC | $6.1M | 33,745 | +3,531 | add |
| 244 | Chronos Wealth Management, LLC | $6.0M | 33,560 | −88 | trim |
| 245 | Kestra Advisory Services, LLC | $6.0M | 33,515 | −2,768 | trim |
| 246 | Silver Lake Advisory, LLC | $6.0M | 33,477 | −1,407 | trim |
| 247 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $6.0M | 33,384 | +765 | add |
| 248 | RENAISSANCE TECHNOLOGIES LLC | $5.9M | 32,900 | +12,398 | add |
| 249 | D.A. DAVIDSON & CO. | $5.9M | 32,773 | +150 | add |
| 250 | Fielder Capital Group LLC | $5.9M | 32,621 | +2,259 | add |
| 251 | Avanza Fonder AB | $5.8M | 32,360 | −421 | trim |
| 252 | Steward Partners Investment Advisory, LLC | $5.8M | 32,061 | −850 | trim |
| 253 | S-Bank Fund Management Ltd | $5.7M | 31,726 | −1,179 | trim |
| 254 | Norinchukin Bank, The | $5.6M | 31,208 | −241 | trim |
| 255 | Equitable Holdings, Inc. | $5.6M | 34,506 | +10,667 | add |
| 256 | Mariner, LLC | $5.6M | 31,115 | −28,628 | trim |
| 257 | ALERUS FINANCIAL NA | $5.5M | 30,720 | −12,629 | trim |
| 258 | PRUDENTIAL PLC | $5.5M | 30,630 | +1,444 | add |
| 259 | SCS Capital Management LLC | $5.5M | 30,615 | −2,099 | trim |
| 260 | Sophron Capital Management L.P. | $5.5M | 30,457 | −10,269 | trim |
| 261 | Nordwand Advisors, LLC | $5.5M | 30,393 | +55 | add |
| 262 | Texas Yale Capital Corp. | $5.4M | 29,908 | +160 | add |
| 263 | Shannon River Fund Management LLC | $5.4M | 29,838 | +29,838 | new |
| 264 | Candriam S.C.A. | $5.2M | 28,699 | −226 | trim |
| 265 | OPPENHEIMER ASSET MANAGEMENT INC. | $5.1M | 28,351 | −1,116 | trim |
| 266 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.1M | 28,179 | −4,811,296 | trim |
| 267 | COHEN & STEERS, INC. | $5.1M | 28,177,457 | +176,117 | add |
| 268 | Rafferty Asset Management, LLC | $5.1M | 28,072 | −10,666 | trim |
| 269 | EDGEWOOD MANAGEMENT LLC | $5.0M | 27,826 | 0 | no change |
| 270 | Engineers Gate Manager LP | $5.0M | 27,667 | +27,667 | new |
| 271 | ABN AMRO INVESTMENT SOLUTIONS | $4.9M | 27,364 | +43 | add |
| 272 | SIMON QUICK ADVISORS, LLC | $4.9M | 27,063 | +2,268 | add |
| 273 | WESTWOOD HOLDINGS GROUP INC | $4.8M | 26,550 | +26,550 | new |
| 274 | Groupe la Francaise | $4.8M | 26,403 | +2,107 | add |
| 275 | PATTEN & PATTEN INC/TN | $4.7M | 26,206 | −949 | trim |
| 276 | Brookstone Capital Management | $4.7M | 26,152 | +1,229 | add |
| 277 | Stratos Investment Management, LLC | $4.7M | 26,036 | +1,359 | add |
| 278 | B. Metzler seel. Sohn & Co. AG | $4.7M | 25,962 | +1,559 | add |
| 279 | L & S Advisors Inc | $4.7M | 25,934 | +25,934 | new |
| 280 | Harbor Advisors LLC | $4.6M | 25,552 | 0 | no change |
| 281 | MML INVESTORS SERVICES, LLC | $4.6M | 25,443 | −1,630 | trim |
| 282 | UMB Bank, n.a. | $4.5M | 25,164 | −3,769 | trim |
| 283 | AIA Group Ltd | $4.5M | 24,738 | +214 | add |
| 284 | Concurrent Investment Advisors, LLC | $4.5M | 24,705 | +1,506 | add |
| 285 | Naviter Wealth, LLC | $4.4M | 24,315 | +2,613 | add |
| 286 | DAVENPORT & Co LLC | $4.4M | 24,232 | −113 | trim |
| 287 | Holocene Advisors, LP | $4.4M | 24,223 | +24,223 | new |
| 288 | Americana Partners, LLC | $4.4M | 24,167 | +1,131 | add |
| 289 | Vident Advisory, LLC | $4.3M | 24,099 | +2,435 | add |
| 290 | Tidal Investments LLC | $4.3M | 24,108 | +5,560 | add |
| 291 | BLAIR WILLIAM & CO/IL | $4.3M | 23,808 | +291 | add |
| 292 | Signet Investment Advisory Group, Inc. | $4.2M | 23,380 | +703 | add |
| 293 | NewEdge Advisors, LLC | $4.2M | 23,319 | +23,319 | new |
| 294 | ODDO BHF ASSET MANAGEMENT SAS | $4.2M | 23,073 | +933 | add |
| 295 | Atlantic Union Bankshares Corp | $4.1M | 22,900 | +10,604 | add |
| 296 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.1M | 22,879 | +22,879 | new |
| 297 | Trinity Legacy Partners, LLC | $4.1M | 21,006 | −135 | trim |
| 298 | NORTHSTAR ASSET MANAGEMENT INC | $4.1M | 22,814 | −34,265 | trim |
| 299 | WESTPAC BANKING CORP | $4.1M | 22,638 | −361 | trim |
| 300 | Susquehanna Portfolio Strategies, LLC | $4.0M | 22,462 | +22,462 | new |
| 301 | River Wealth Advisors LLC | $4.0M | 21,932 | +482 | add |
| 302 | Banque Cantonale Vaudoise | $3.9M | 21,466 | +421 | add |
| 303 | DRW Securities, LLC | $3.8M | 21,222 | +21,222 | new |
| 304 | HALL CAPITAL MANAGEMENT CO INC | $3.8M | 18,788 | +739 | add |
| 305 | FJ Capital Management LLC | $3.8M | 20,829 | +15,438 | add |
| 306 | KEYBANK NATIONAL ASSOCIATION/OH | $3.7M | 20,685 | +462 | add |
| 307 | OPPENHEIMER & CO INC | $3.7M | 20,658 | −428 | trim |
| 308 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.7M | 20,298 | −1,339 | trim |
| 309 | COZAD ASSET MANAGEMENT INC | $3.7M | 20,380 | +372 | add |
| 310 | Point Windward Advisors Inc. | $3.7M | 20,348 | +15 | add |
| 311 | Dai-ichi Life Insurance Company, Ltd | $3.6M | 20,170 | +758 | add |
| 312 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | $3.6M | 20,088 | +385 | add |
| 313 | MIZUHO SECURITIES USA LLC | $3.5M | 19,523 | −3,988 | trim |
| 314 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $3.5M | 19,520 | +200 | add |
| 315 | CANANDAIGUA NATIONAL CORP | $3.5M | 19,447 | — | no prior |
| 316 | Beacon Pointe Advisors, LLC | $3.5M | 19,426 | +11,123 | add |
| 317 | Osmosis Investment Management UK Ltd | $3.5M | 19,397 | −16,786 | trim |
| 318 | JPL Wealth Management, LLC | $3.5M | 19,304 | +2 | add |
| 319 | Marshall Financial Group, LLC | $3.4M | 18,770 | +497 | add |
| 320 | Generali Asset Management SPA SGR | $3.4M | 18,754 | +335 | add |
| 321 | Cherry Creek Investment Advisors, Inc. | $3.4M | 18,745 | +51 | add |
| 322 | Vanderbilt University | $3.4M | 18,683 | +697 | add |
| 323 | Boston Common Asset Management, LLC | $3.3M | 18,472 | −8,700 | trim |
| 324 | Maryland State Retirement & Pension System | $3.2M | 17,877 | 0 | no change |
| 325 | LBP AM SA | $3.2M | 17,842 | +17,842 | new |
| 326 | Occidental Asset Management, LLC | $3.2M | 17,637 | +1,075 | add |
| 327 | Sound View Wealth Advisors Group, LLC | $3.2M | 17,599 | +48 | add |
| 328 | KR Capital LP | $3.1M | 17,040 | — | no prior |
| 329 | Paralel Advisors LLC | $3.1M | 17,000 | −10,000 | trim |
| 330 | GeoWealth Management, LLC | $3.1M | 16,979 | −1,545 | trim |
| 331 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.0M | 16,899 | +2,317 | add |
| 332 | DoubleLine ETF Adviser LP | $3.0M | 16,759 | −3,907 | trim |
| 333 | Integrated Advisors Network LLC | $3.0M | 16,711 | +14,727 | add |
| 334 | Crossmark Global Holdings, Inc. | $3.0M | 16,681 | — | no prior |
| 335 | MARCO INVESTMENT MANAGEMENT LLC | $3.0M | 16,450 | 0 | no change |
| 336 | Horst & Graben Wealth Management LLC | $2.9M | 15,010 | +4,159 | add |
| 337 | INTECH INVESTMENT MANAGEMENT LLC | $2.9M | 16,242 | +6,611 | add |
| 338 | Vestmark Advisory Solutions, Inc. | $2.9M | 16,148 | +7,791 | add |
| 339 | Hixon Zuercher, LLC | $2.9M | 15,987 | −201 | trim |
| 340 | Sagace Wealth Management LLC | $2.9M | 15,906 | +190 | add |
| 341 | AG2R LA MONDIALE GESTION D'ACTIFS | $2.9M | 15,891 | −74 | trim |
| 342 | Hennion & Walsh Asset Management, Inc. | $2.9M | 15,888 | −493 | trim |
| 343 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $2.9M | 15,871 | −3,483 | trim |
| 344 | Vontobel Holding Ltd. | $2.8M | 15,528 | −2,127 | trim |
| 345 | Tower Research Capital LLC (TRC) | $2.8M | 15,515 | +9,081 | add |
| 346 | Gold Investment Management Ltd. | $2.8M | 15,404 | +313 | add |
| 347 | OpenArc Corporate Advisory, LLC | $2.8M | 15,331 | +633 | add |
| 348 | Loudon Investment Management, LLC | $2.8M | 15,305 | 0 | no change |
| 349 | Generali Investments CEE, investicni spolecnost, a.s. | $2.7M | 15,200 | 0 | no change |
| 350 | NOMURA HOLDINGS INC | $2.7M | 15,106 | −5,031 | trim |
| 351 | Union Bancaire Privee, UBP SA | $2.7M | 23,470 | +20,220 | add |
| 352 | Allspring Global Investments Holdings, LLC | $2.7M | 14,851 | +927 | add |
| 353 | Redmond Asset Management, LLC | $2.7M | 14,822 | −99 | trim |
| 354 | Bridgewater Associates, LP | $2.6M | 14,652 | +12,731 | add |
| 355 | Ellsworth Advisors, LLC | $2.6M | 14,651 | +922 | add |
| 356 | Vinva Investment Management Ltd | $2.6M | 15,061 | −1,014 | trim |
| 357 | Assenagon Asset Management S.A. | $2.6M | 14,545 | 0 | no change |
| 358 | Plan Group Financial, LLC | $2.6M | 14,520 | +1,768 | add |
| 359 | Iowa State Bank | $2.6M | 14,314 | −68 | trim |
| 360 | Measured Risk Portfolios, Inc. | $2.6M | 14,151 | −143 | trim |
| 361 | Robbins Farley | $2.6M | 14,151 | +255 | add |
| 362 | JENNISON ASSOCIATES LLC | $2.5M | 14,059 | +1,869 | add |
| 363 | Harrington Investments, INC | $2.5M | 13,825 | +177 | add |
| 364 | Summit Trail Advisors, LLC | $2.4M | 13,586 | −460 | trim |
| 365 | Pine Valley Investments Ltd Liability Co | $2.4M | 13,562 | +22 | add |
| 366 | Meiji Yasuda America Inc | $2.4M | 13,485 | −4,905 | trim |
| 367 | BankPlus Trust Department | $2.4M | 13,264 | +83 | add |
| 368 | Edgestream Partners, L.P. | $2.4M | 13,247 | +13,247 | new |
| 369 | MUFG Securities EMEA plc | $2.4M | 13,237 | −94,700 | trim |
| 370 | Taylor Frigon Capital Management LLC | $2.4M | 13,151 | −516 | trim |
| 371 | EFG International AG | $2.4M | 13,086 | 0 | no change |
| 372 | World Investment Advisors | $2.3M | 12,972 | +1,914 | add |
| 373 | LEAVELL INVESTMENT MANAGEMENT, INC. | $2.3M | 12,871 | −1,861 | trim |
| 374 | HB Wealth Management, LLC | $2.3M | 12,786 | +2,638 | add |
| 375 | HBK INVESTMENTS L P | $2.3M | 12,736 | −24,106 | trim |
| 376 | Pathway Financial Advisers, LLC | $2.3M | 12,683 | −233 | trim |
| 377 | Saudi Central Bank | $2.3M | 12,679 | +12,679 | new |
| 378 | ArrowMark Colorado Holdings LLC | $2.3M | 12,572 | −229 | trim |
| 379 | Pinnacle Financial Partners, Inc. | $2.2M | 12,334 | +295 | add |
| 380 | NOVARE CAPITAL MANAGEMENT LLC | $2.2M | 12,243 | −646 | trim |
| 381 | Independent Advisor Alliance | $2.2M | 12,205 | +856 | add |
| 382 | Smith Salley Wealth Management | $2.2M | 12,175 | +192 | add |
| 383 | Norway Savings Bank | $2.2M | 12,099 | +701 | add |
| 384 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $2.2M | 12,018 | +236 | add |
| 385 | Armor Investment Advisors, LLC | $2.1M | 11,686 | −1,213 | trim |
| 386 | E. Ohman J:or Asset Management AB | $2.1M | 11,669 | 0 | no change |
| 387 | GREAT LAKES ADVISORS, LLC | $2.1M | 11,526 | +1,671 | add |
| 388 | Vectors Research Management, LLC | $2.1M | 11,512 | −8,950 | trim |
| 389 | Atria Investments, Inc | $2.1M | 11,426 | −538 | trim |
| 390 | Perpetual Ltd | $2.1M | 11,391 | −3,199 | trim |
| 391 | Private Advisor Group, LLC | $2.0M | 11,354 | −340 | trim |
| 392 | Lido Advisors, LLC | $2.0M | 11,245 | −4,948 | trim |
| 393 | Gerber Kawasaki Wealth & Investment Management | $2.0M | 11,130 | −405 | trim |
| 394 | Y-Intercept (Hong Kong) Ltd | $2.0M | 10,977 | +9,467 | add |
| 395 | Platform Technology Partners | $2.0M | 10,897 | +699 | add |
| 396 | LDR Capital Management LLC | $2.0M | 10,853 | −13,065 | trim |
| 397 | Werlinich Asset Management, LLC | $1.9M | 10,745 | +150 | add |
| 398 | ELEVATION POINT WEALTH PARTNERS, LLC | $1.9M | 10,678 | +9,192 | add |
| 399 | AZZAD ASSET MANAGEMENT INC /ADV | $1.9M | 10,675 | +67 | add |
| 400 | GLENMEDE TRUST CO NA | $1.9M | 10,531 | +223 | add |
| 401 | COMMERCE BANK | $1.9M | 10,529 | +2,475 | add |
| 402 | CWM, LLC | $1.9M | 10,473 | +309 | add |
| 403 | CONDOR CAPITAL MANAGEMENT | $1.9M | 10,372 | +52 | add |
| 404 | Boomfish Wealth Group, LLC | $1.9M | 10,350 | +78 | add |
| 405 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $1.9M | 10,333 | +17 | add |
| 406 | J. Safra Sarasin Holding AG | $1.9M | 10,306 | +270 | add |
| 407 | Apollon Wealth Management, LLC | $1.8M | 10,063 | +95 | add |
| 408 | North Dakota State Investment Board | $1.8M | 9,967 | −1,616 | trim |
| 409 | Argentarii, LLC | $1.8M | 9,949 | −1 | trim |
| 410 | WealthShield Partners, LLC | $1.8M | 9,932 | −8,102 | trim |
| 411 | RoundAngle Advisors LLC | $1.8M | 9,876 | −710 | trim |
| 412 | CHOREO, LLC | $1.8M | 9,771 | +3,500 | add |
| 413 | Waterloo Capital, L.P. | $1.7M | 9,682 | −1,210 | trim |
| 414 | Legacy Bridge, LLC | $1.7M | 9,384 | −25 | trim |
| 415 | Mendel Money Management | $1.7M | 9,207 | −2,924 | trim |
| 416 | Snowden Capital Advisors LLC | $1.7M | 9,204 | −1,456 | trim |
| 417 | QUADRANT CAPITAL GROUP LLC | $1.6M | 9,097 | +394 | add |
| 418 | Intesa Sanpaolo S.p.A. | $1.6M | 9,000 | +9,000 | new |
| 419 | MUFG SECURITIES AMERICAS INC. | $1.6M | 8,936 | +237 | add |
| 420 | Shepherd Financial Partners LLC | $1.6M | 8,832 | −251 | trim |
| 421 | Summit Financial, LLC | $1.6M | 8,795 | +507 | add |
| 422 | SECURIAN ASSET MANAGEMENT, INC | $1.6M | 8,751 | 0 | no change |
| 423 | Jefferies Financial Group Inc. | $1.6M | 8,652 | −37,648 | trim |
| 424 | Fort Sheridan Advisors LLC | $1.5M | 8,600 | +5,455 | add |
| 425 | Squarepoint Ops LLC | $1.5M | 8,585 | −20 | trim |
| 426 | MONETA GROUP INVESTMENT ADVISORS LLC | $1.5M | 8,534 | +122 | add |
| 427 | Telos Capital Management, Inc. | $1.5M | 8,479 | −198 | trim |
| 428 | Merit Financial Group, LLC | $1.5M | 8,458 | +1,739 | add |
| 429 | Convergence Investment Partners, LLC | $1.5M | 8,426 | +8,426 | new |
| 430 | PACIFIC SUN FINANCIAL CORP | $1.5M | 8,390 | +154 | add |
| 431 | TRUST CO OF TOLEDO NA /OH/ | $1.5M | 8,364 | −207 | trim |
| 432 | COURIER CAPITAL LLC | $1.5M | 8,054 | −6,517 | trim |
| 433 | VestGen Advisors, LLC | $1.4M | 7,399 | +243 | add |
| 434 | Callan Family Office, LLC | $1.4M | 7,984 | −122 | trim |
| 435 | Ballentine Partners, LLC | $1.4M | 7,809 | +765 | add |
| 436 | SCOTIA CAPITAL INC. | $1.4M | 7,789 | +305 | add |
| 437 | YANKCOM Partnership | $1.4M | 7,705 | −67 | trim |
| 438 | COLDSTREAM CAPITAL MANAGEMENT INC | $1.4M | 7,626 | +2,546 | add |
| 439 | EXCHANGE TRADED CONCEPTS, LLC | $1.4M | 7,563 | +2,055 | add |
| 440 | Total Wealth Planning & Management, Inc. | $1.4M | 7,517 | +5,814 | add |
| 441 | ARBOR CAPITAL MANAGEMENT INC /ADV | $1.4M | 7,227 | −1,459 | trim |
| 442 | TD Waterhouse Canada Inc. | $1.3M | 7,311 | −60 | trim |
| 443 | PFG Investments, LLC | $1.3M | 7,244 | −71 | trim |
| 444 | GUGGENHEIM CAPITAL LLC | $1.3M | 7,212 | −2,628 | trim |
| 445 | Retirement Planning Co of New England, Inc. | $1.3M | 7,179 | +72 | add |
| 446 | IHT Wealth Management, LLC | $1.3M | 7,155 | −3,472 | trim |
| 447 | SILVER OAK SECURITIES, INCORPORATED | $1.3M | 7,071 | −215 | trim |
| 448 | Harvest Portfolios Group Inc. | $1.3M | 7,050 | −3,179 | trim |
| 449 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $1.2M | 6,864 | −274 | trim |
| 450 | TRED AVON FAMILY WEALTH, LLC | $1.2M | 6,781 | +1,000 | add |
| 451 | Mirabaud Asset Management Ltd | $1.2M | 6,905 | −11,050 | trim |
| 452 | ROMAN BUTLER FULLERTON & CO | $1.2M | 6,450 | −14 | trim |
| 453 | Meeder Advisory Services, Inc. | $1.2M | 6,643 | +740 | add |
| 454 | Stratos Wealth Partners, LTD. | $1.2M | 6,614 | −800 | trim |
| 455 | Ameritas Investment Partners, Inc. | $1.2M | 6,552 | −310 | trim |
| 456 | Paragon Private Wealth Management, LLC | $1.2M | 6,496 | −134 | trim |
| 457 | PRELUDE CAPITAL MANAGEMENT, LLC | $1.2M | 6,400 | −7,300 | trim |
| 458 | BROWN ADVISORY INC | $1.1M | 6,365 | +49 | add |
| 459 | Belpointe Asset Management LLC | $1.1M | 6,333 | +6,333 | new |
| 460 | Fortis Capital Advisors, LLC | $1.1M | 6,333 | +6,333 | new |
| 461 | Jacobi Capital Management LLC | $1.1M | 6,302 | +55 | add |
| 462 | Carnegie Investment Counsel | $1.1M | 6,293 | +500 | add |
| 463 | Vise Technologies, Inc. | $1.1M | 7,300 | 0 | no change |
| 464 | Waverly Advisors, LLC | $1.1M | 6,264 | +1,970 | add |
| 465 | Lighthouse Investment Partners, LLC | $1.1M | 6,250 | −30,157 | trim |
| 466 | Orion Porfolio Solutions, LLC | $1.1M | 6,182 | −2,442 | trim |
| 467 | Columbia Bank | $1.1M | 6,167 | +53 | add |
| 468 | Tacita Capital Inc | $1.1M | 6,166 | 0 | no change |
| 469 | Savant Capital, LLC | $1.1M | 6,120 | +768 | add |
| 470 | GTS SECURITIES LLC | $1.1M | 6,080 | +2,949 | add |
| 471 | Kintegral Advisory, LLC | $1.1M | 5,985 | −265 | trim |
| 472 | CARRET ASSET MANAGEMENT, LLC | $1.1M | 5,980 | −15 | trim |
| 473 | Gladstone Institutional Advisory LLC | $1.1M | 5,960 | +505 | add |
| 474 | Compound Planning, Inc. | $1.0M | 5,823 | +932 | add |
| 475 | Dorsey & Whitney Trust CO LLC | $1.0M | 5,749 | +309 | add |
| 476 | Parallax Volatility Advisers, L.P. | $1.0M | 5,127 | +5,127 | new |
| 477 | TWIN CAPITAL MANAGEMENT INC | $1.0M | 5,618 | +59 | add |
| 478 | Gilman Hill Asset Management, LLC | $998K | 5,538 | −270 | trim |
| 479 | Probity Advisors, Inc. | $983K | 5,455 | +270 | add |
| 480 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $981K | 5,445 | −8,973 | trim |
| 481 | EVERGREEN CAPITAL MANAGEMENT LLC | $980K | 5,436 | +2,262 | add |
| 482 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $977K | 5,421 | −30 | trim |
| 483 | Cyndeo Wealth Partners, LLC | $963K | 5,345 | +139 | add |
| 484 | SNOWWATER INVESTMENT PARTNERS, LLC | $958K | 5,316 | +140 | add |
| 485 | Brooklyn Investment Group | $955K | 5,300 | +2,349 | add |
| 486 | Cresset Asset Management, LLC | $943K | 5,231 | −2,927 | trim |
| 487 | Mystic Asset Management, Inc. | $942K | 5,230 | +67 | add |
| 488 | SIGNATUREFD, LLC | $934K | 5,183 | +544 | add |
| 489 | GREENLEAF TRUST | $927K | 5,145 | +617 | add |
| 490 | TEMA ETFS LLC | $918K | 5,094 | +21 | add |
| 491 | Goelzer Investment Management, Inc. | $913K | 5,066 | −60 | trim |
| 492 | CHICAGO TRUST Co NA | $908K | 5,040 | +125 | add |
| 493 | Forest Hill Capital, LLC | $901K | 5,000 | −17,500 | trim |
| 494 | Lavaca Capital LLC | $901K | 5,000 | 0 | no change |
| 495 | Agate Pass Investment Management, LLC | $895K | 4,965 | 0 | no change |
| 496 | WULFF, HANSEN & CO. | $894K | 4,961 | 0 | no change |
| 497 | Smartleaf Asset Management LLC | $888K | 5,068 | +890 | add |
| 498 | IEQ CAPITAL, LLC | $883K | 4,901 | −11,136 | trim |
| 499 | Wealthspire Advisors, LLC | $883K | 4,899 | −1,028 | trim |
| 500 | Prudent Man Advisors, LLC | $881K | 4,891 | +1,253 | add |