| 1 | BlackRock, Inc. | $2.1B | 10,023,692 | −203,295 | trim |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 8,769,397 | — | no prior |
| 3 | STATE STREET CORP | $1.4B | 6,498,665 | −262,132 | trim |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 6,466,900 | — | no prior |
| 5 | FMR LLC | $990M | 4,751,662 | +1,716,228 | add |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $739M | 3,556,741 | +37,671 | add |
| 7 | Bank of New York Mellon Corp | $632M | 3,030,972 | +150,319 | add |
| 8 | BANK OF AMERICA CORP /DE/ | $584M | 2,801,530 | −59,473 | trim |
| 9 | MORGAN STANLEY | $498M | 2,389,626 | −90,197 | trim |
| 10 | FIRST TRUST ADVISORS LP | $467M | 2,241,753 | −267,464 | trim |
| 11 | Nuveen, LLC | $413M | 1,979,501 | −643,780 | trim |
| 12 | WELLS FARGO & COMPANY/MN | $410M | 1,967,566 | −25,093 | trim |
| 13 | FRANKLIN RESOURCES INC | $374M | 1,793,720 | +33,569 | add |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | $367M | 1,758,571 | −266,350 | trim |
| 15 | Fisher Asset Management, LLC | $332M | 1,594,920 | −15,221 | trim |
| 16 | DIMENSIONAL FUND ADVISORS LP | $329M | 1,577,244 | −5,396 | trim |
| 17 | NORTHERN TRUST CORP | $318M | 1,526,639 | −31,414 | trim |
| 18 | AQR CAPITAL MANAGEMENT LLC | $303M | 1,466,625 | −64,474 | trim |
| 19 | Invesco Ltd. | $302M | 1,447,819 | +29,035 | add |
| 20 | UBS Group AG | $292M | 1,399,857 | +118,508 | add |
| 21 | MILLENNIUM MANAGEMENT LLC | $253M | 1,214,099 | −108,802 | trim |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $198M | 948,879 | +8,553 | add |
| 23 | HSBC HOLDINGS PLC | $187M | 896,841 | −1,103,199 | trim |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $186M | 892,576 | +13,270 | add |
| 25 | Legal & General Group Plc | $176M | 843,179 | −28,388 | trim |
| 26 | ProShare Advisors LLC | $169M | 813,021 | −158,181 | trim |
| 27 | Boston Partners | $167M | 801,484 | −30,493 | trim |
| 28 | VANGUARD FIDUCIARY TRUST CO | $158M | 758,555 | — | no prior |
| 29 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $150M | 721,646 | −834,452 | trim |
| 30 | Amundi | $142M | 682,420 | +111,824 | add |
| 31 | DIAMOND HILL CAPITAL MANAGEMENT INC | $141M | 676,814 | −99,017 | trim |
| 32 | AMERICAN CENTURY COMPANIES INC | $140M | 671,321 | −52,210 | trim |
| 33 | Woodline Partners LP | $140M | 669,484 | −175,608 | trim |
| 34 | Corient Private Wealth LLC | $137M | 656,181 | −910,877 | trim |
| 35 | DEUTSCHE BANK AG\ | $104M | 500,044 | −187,721 | trim |
| 36 | BANK OF MONTREAL /CAN/ | $92.0M | 441,130 | +39,672 | add |
| 37 | Vest Financial, LLC | $87.0M | 417,340 | −27,111 | trim |
| 38 | Swiss National Bank | $83.9M | 402,400 | +26,500 | add |
| 39 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $83.5M | 400,406 | +400,406 | new |
| 40 | BARCLAYS PLC | $81.6M | 391,488 | +68,283 | add |
| 41 | EARNEST PARTNERS LLC | $81.1M | 388,988 | −11,481 | trim |
| 42 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $72.0M | 345,257 | −2,925 | trim |
| 43 | Sumitomo Mitsui Trust Group, Inc. | $69.8M | 334,767 | −11,642 | trim |
| 44 | AMERIPRISE FINANCIAL INC | $69.3M | 332,990 | +2,949 | add |
| 45 | Mitsubishi UFJ Asset Management Co., Ltd. | $68.5M | 328,543 | +13,039 | add |
| 46 | VICTORY CAPITAL MANAGEMENT INC | $68.0M | 326,436 | +140,649 | add |
| 47 | Vanguard Global Advisers, LLC | $61.6M | 295,464 | — | no prior |
| 48 | CRAWFORD INVESTMENT COUNSEL INC | $55.2M | 264,708 | +745 | add |
| 49 | Creative Planning | $54.8M | 262,885 | +4,471 | add |
| 50 | BROWN ADVISORY INC | $54.0M | 259,041 | +2,781 | add |
| 51 | Alyeska Investment Group, L.P. | $52.8M | 253,228 | +246,303 | add |
| 52 | National Pension Service | $52.3M | 250,863 | +250,863 | new |
| 53 | BALYASNY ASSET MANAGEMENT L.P. | $51.8M | 248,583 | −25,200 | trim |
| 54 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $51.5M | 246,904 | −4,311 | trim |
| 55 | VANGUARD ASSET MANAGEMENT, Ltd | $49.9M | 239,193 | — | no prior |
| 56 | NOMURA ASSET MANAGEMENT CO LTD | $48.2M | 231,458 | −31,945 | trim |
| 57 | ROYAL BANK OF CANADA | $47.1M | 225,909 | +18,997 | add |
| 58 | LPL Financial LLC | $47.0M | 225,562 | −3,686 | trim |
| 59 | RAYMOND JAMES FINANCIAL INC | $45.9M | 220,263 | −19,878 | trim |
| 60 | CITIGROUP INC | $44.0M | 211,039 | +78,793 | add |
| 61 | Albar Capital Partners LLP | $43.8M | 210,286 | +60,384 | add |
| 62 | Qube Research & Technologies Ltd | $42.3M | 203,009 | −272,041 | trim |
| 63 | CANADA PENSION PLAN INVESTMENT BOARD | $40.8M | 195,491 | +186,097 | add |
| 64 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $39.5M | 189,472 | +184,051 | add |
| 65 | TWO SIGMA INVESTMENTS, LP | $38.1M | 182,748 | −5,059 | trim |
| 66 | NORDEA INVESTMENT MANAGEMENT AB | $37.8M | 184,565 | +98,949 | add |
| 67 | ENVESTNET ASSET MANAGEMENT INC | $36.4M | 174,432 | +6,283 | add |
| 68 | HighTower Advisors, LLC | $36.0M | 172,762 | +89,533 | add |
| 69 | BLAIR WILLIAM & CO/IL | $34.9M | 167,307 | +83,761 | add |
| 70 | PRINCIPAL FINANCIAL GROUP INC | $33.6M | 161,421 | −1,361 | trim |
| 71 | Zurcher Kantonalbank (Zurich Cantonalbank) | $32.0M | 153,528 | +153,528 | new |
| 72 | CHILTON CAPITAL MANAGEMENT LLC | $31.8M | 152,683 | −4,488 | trim |
| 73 | WELCH & FORBES LLC | $29.9M | 143,443 | −739 | trim |
| 74 | Employees Provident Fund Board | $29.6M | 142,000 | −100,479 | trim |
| 75 | ALLIANCEBERNSTEIN L.P. | $29.5M | 151,334 | −5,638 | trim |
| 76 | STOREBRAND ASSET MANAGEMENT AS | $28.2M | 135,124 | — | no prior |
| 77 | Universal- Beteiligungs- und Servicegesellschaft mbH | $27.9M | 134,157 | +6,539 | add |
| 78 | SCHRODER INVESTMENT MANAGEMENT GROUP | $27.7M | 136,807 | −45,104 | trim |
| 79 | Robeco Schweiz AG | $27.1M | 130,162 | −27,793 | trim |
| 80 | AE Wealth Management LLC | $26.7M | 127,935 | +128 | add |
| 81 | PFA Pension, Forsikringsaktieselskab | $26.2M | 125,474 | +125,474 | new |
| 82 | Henshaw Capital LLC | $25.9M | 124,025 | — | no prior |
| 83 | MERCER GLOBAL ADVISORS INC /ADV | $25.6M | 123,024 | +5,358 | add |
| 84 | Aberdeen Group plc | $25.5M | 122,517 | +3,779 | add |
| 85 | Cerity Partners LLC | $25.4M | 121,852 | +4,736 | add |
| 86 | M&T BANK CORP | $25.4M | 121,740 | −759 | trim |
| 87 | BNP Paribas Asset Management Holding S.A. | $24.9M | 119,564 | +14,386 | add |
| 88 | SCOPUS ASSET MANAGEMENT, L.P. | $24.9M | 119,397 | −20,922 | trim |
| 89 | AVIVA PLC | $24.7M | 118,314 | +3,436 | add |
| 90 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $22.9M | 110,064 | 0 | no change |
| 91 | Rockefeller Capital Management L.P. | $22.9M | 109,845 | −5,066 | trim |
| 92 | DANSKE BANK A/S | $22.2M | 106,610 | −2,530 | trim |
| 93 | PARTHENON LLC | $21.9M | 105,018 | −278 | trim |
| 94 | Ceredex Value Advisors LLC | $21.6M | 103,500 | −17,600 | trim |
| 95 | US BANCORP \DE\ | $21.0M | 100,765 | −507 | trim |
| 96 | NATIONAL BANK OF CANADA /FI/ | $20.4M | 98,036 | +31,434 | add |
| 97 | Asset Advisors Investment Management, LLC | $20.3M | 97,539 | +467 | add |
| 98 | Allianz Asset Management GmbH | $20.1M | 96,338 | −100,940 | trim |
| 99 | Kimelman & Baird, LLC | $20.0M | 96,000 | 0 | no change |
| 100 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $19.4M | 93,072 | −6,398 | trim |
| 101 | ROYAL LONDON ASSET MANAGEMENT LTD | $19.0M | 91,343 | +359 | add |
| 102 | HM PAYSON & CO | $18.9M | 90,695 | −17,044 | trim |
| 103 | Modera Wealth Management, LLC | $18.5M | 88,909 | −1,720 | trim |
| 104 | JOHNSON INVESTMENT COUNSEL INC | $18.5M | 88,885 | −1,982 | trim |
| 105 | NEW YORK STATE COMMON RETIREMENT FUND | $18.2M | 87,289 | 0 | no change |
| 106 | STIFEL FINANCIAL CORP | $17.3M | 82,998 | −6,182 | trim |
| 107 | STATE OF WISCONSIN INVESTMENT BOARD | $17.3M | 82,967 | −2,854 | trim |
| 108 | Pictet Asset Management Holding SA | $17.3M | 82,941 | −3,833 | trim |
| 109 | FARMERS & MERCHANTS INVESTMENTS INC | $17.1M | 82,171 | −1,907 | trim |
| 110 | Verition Fund Management LLC | $16.7M | 80,236 | +32,921 | add |
| 111 | PRUDENTIAL FINANCIAL INC | $16.7M | 79,898 | −25,692 | trim |
| 112 | Assenagon Asset Management S.A. | $16.4M | 78,772 | +23,362 | add |
| 113 | Varma Mutual Pension Insurance Co | $16.4M | 78,688 | +25,500 | add |
| 114 | Douglass Winthrop Advisors, LLC | $16.1M | 77,215 | −2,010 | trim |
| 115 | Jain Global LLC | $16.1M | 77,155 | −73,831 | trim |
| 116 | Gotham Asset Management, LLC | $15.9M | 76,390 | +20,725 | add |
| 117 | Stack Financial Management, Inc | $15.6M | 75,066 | −1,279 | trim |
| 118 | FIFTH THIRD BANCORP | $15.2M | 72,715 | +40,913 | add |
| 119 | QRG CAPITAL MANAGEMENT, INC. | $15.2M | 72,709 | +10,164 | add |
| 120 | WEDGE CAPITAL MANAGEMENT L L P/NC | $14.7M | 70,487 | −13,295 | trim |
| 121 | FEDERATED HERMES, INC. | $14.5M | 69,546 | −6,405 | trim |
| 122 | Chevy Chase Trust Holdings, LLC | $14.5M | 69,325 | −3,095 | trim |
| 123 | Vanguard Investments Australia, Ltd. | $14.4M | 69,151 | — | no prior |
| 124 | Baird Financial Group, Inc. | $14.1M | 67,470 | +67,470 | new |
| 125 | Kestra Advisory Services, LLC | $14.0M | 67,334 | +2,651 | add |
| 126 | KLP KAPITALFORVALTNING AS | $14.0M | 67,179 | +4,500 | add |
| 127 | TRITONPOINT WEALTH, LLC | $13.7M | 65,884 | −1,052 | trim |
| 128 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $13.5M | 64,585 | −1,841 | trim |
| 129 | BAHL & GAYNOR INC | $13.4M | 64,281 | −2,518 | trim |
| 130 | Mariner, LLC | $13.4M | 64,117 | +1,275 | add |
| 131 | HFR Wealth Management, LLC | $13.1M | 62,921 | −1,182 | trim |
| 132 | CITADEL ADVISORS LLC | $13.1M | 62,850 | −254,266 | trim |
| 133 | Hudson Bay Capital Management LP | $12.7M | 60,975 | −11,520 | trim |
| 134 | APG Asset Management N.V. | $12.7M | 70,129 | +1,111 | add |
| 135 | Tredje AP-fonden | $12.7M | 60,723 | −111,320 | trim |
| 136 | ING GROEP NV | $12.6M | 60,394 | +60,394 | new |
| 137 | NISA INVESTMENT ADVISORS, LLC | $12.5M | 59,784 | −1,334 | trim |
| 138 | Korea Investment CORP | $12.4M | 59,518 | −24,428 | trim |
| 139 | TORONTO DOMINION BANK | $12.2M | 58,502 | +12,702 | add |
| 140 | Asset Management One Co., Ltd. | $12.0M | 57,519 | −2,409 | trim |
| 141 | TEACHER RETIREMENT SYSTEM OF TEXAS | $11.8M | 56,770 | −34,558 | trim |
| 142 | ASSETMARK, INC | $11.8M | 56,558 | +325 | add |
| 143 | Quantinno Capital Management LP | $11.6M | 55,661 | +9,530 | add |
| 144 | Mitsubishi UFJ Trust & Banking Corp | $11.6M | 55,505 | −1,338 | trim |
| 145 | Leeward Investments, LLC - MA | $11.5M | 55,251 | −1,908 | trim |
| 146 | GUGGENHEIM CAPITAL LLC | $11.2M | 53,958 | −12,344 | trim |
| 147 | Resona Asset Management Co.,Ltd. | $11.2M | 54,313 | −931 | trim |
| 148 | Pallas Capital Advisors LLC | $11.2M | 53,636 | −5,081 | trim |
| 149 | JANE STREET GROUP, LLC | $10.9M | 52,372 | +46,741 | add |
| 150 | Candriam S.C.A. | $10.9M | 52,214 | −773 | trim |
| 151 | COMMERCE BANK | $10.8M | 52,047 | −1,156 | trim |
| 152 | CIBC Bancorp USA Inc. | $10.7M | 51,137 | — | no prior |
| 153 | GRIFFIN ASSET MANAGEMENT, INC. | $10.4M | 49,682 | −4,527 | trim |
| 154 | TD ASSET MANAGEMENT INC | $10.2M | 49,170 | +1,066 | add |
| 155 | ASR Vermogensbeheer N.V. | $10.2M | 48,942 | +783 | add |
| 156 | Cresset Asset Management, LLC | $10.1M | 48,336 | −733 | trim |
| 157 | IEQ CAPITAL, LLC | $10.1M | 48,232 | +6,031 | add |
| 158 | Man Group plc | $9.8M | 47,149 | −33,866 | trim |
| 159 | YOUSIF CAPITAL MANAGEMENT, LLC | $9.8M | 47,067 | −3,946 | trim |
| 160 | Lansforsakringar Fondforvaltning AB (publ) | $9.4M | 44,878 | +609 | add |
| 161 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $9.3M | 44,603 | +31,141 | add |
| 162 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $9.2M | 44,265 | −819 | trim |
| 163 | DnB Asset Management AS | $9.0M | 43,213 | +3,616 | add |
| 164 | Clear Harbor Asset Management, LLC | $8.9M | 42,856 | +1,373 | add |
| 165 | Shellback Capital, LP | $8.9M | 42,530 | −56,820 | trim |
| 166 | HUDSON EDGE INVESTMENT PARTNERS INC. | $8.8M | 42,313 | −653 | trim |
| 167 | State of New Jersey Common Pension Fund D | $8.8M | 42,276 | 0 | no change |
| 168 | Walleye Capital LLC | $8.7M | 41,787 | −67,835 | trim |
| 169 | SEI INVESTMENTS CO | $8.6M | 41,211 | −5,330 | trim |
| 170 | Regents Gate Capital LLP | $8.5M | 40,800 | +40,800 | new |
| 171 | Cetera Investment Advisers | $8.5M | 40,687 | +1,925 | add |
| 172 | L & S Advisors Inc | $8.4M | 40,334 | +671 | add |
| 173 | Swiss Life Asset Management Ltd | $8.2M | 157,777 | +95,711 | add |
| 174 | Mirae Asset Global Investments Co., Ltd. | $8.2M | 39,370 | +8,495 | add |
| 175 | BECK MACK & OLIVER LLC | $8.2M | 39,161 | −10,833 | trim |
| 176 | OSAIC HOLDINGS, INC. | $8.1M | 38,880 | −4,504 | trim |
| 177 | Livforsakringsbolaget Skandia, Omsesidigt | $8.0M | 38,350 | +2,864 | add |
| 178 | Dakota Wealth Management | $8.0M | 38,235 | +38,235 | new |
| 179 | Arizona State Retirement System | $7.8M | 37,270 | −391 | trim |
| 180 | PITTENGER & ANDERSON INC | $7.7M | 37,145 | 0 | no change |
| 181 | Geneos Wealth Management Inc. | $7.7M | 36,904 | −3,570 | trim |
| 182 | TRUIST FINANCIAL CORP | $7.7M | 36,885 | −2,374 | trim |
| 183 | Czech National Bank | $7.7M | 36,730 | +569 | add |
| 184 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $7.6M | 36,515 | +20,300 | add |
| 185 | Cannell & Spears LLC | $7.6M | 36,408 | −9,449 | trim |
| 186 | &PARTNERS | $7.5M | 36,184 | +2,712 | add |
| 187 | SMA Capital LLC | $7.5M | 35,871 | +3,871 | add |
| 188 | STATE OF MICHIGAN RETIREMENT SYSTEM | $7.3M | 35,223 | −700 | trim |
| 189 | CWM, LLC | $7.2M | 34,351 | +3,000 | add |
| 190 | BALDWIN WEALTH PARTNERS LLC/MA | $7.1M | 34,005 | −2,616 | trim |
| 191 | NATIXIS | $6.8M | 32,762 | +24,827 | add |
| 192 | CIBC Asset Management Inc | $6.7M | 32,226 | +37 | add |
| 193 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 34,257 | −7,213 | trim |
| 194 | MetLife Investment Management, LLC | $6.6M | 31,524 | −1,327 | trim |
| 195 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $6.5M | 31,416 | −487 | trim |
| 196 | Cornerstone Wealth Management, LLC | $6.5M | 31,146 | +905 | add |
| 197 | Lighthouse Investment Partners, LLC | $6.3M | 30,366 | +30,366 | new |
| 198 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $6.3M | 30,277 | −20,754 | trim |
| 199 | Wealthfront Advisers LLC | $6.2M | 29,840 | +2,377 | add |
| 200 | KEYBANK NATIONAL ASSOCIATION/OH | $6.2M | 29,759 | +582 | add |
| 201 | Retirement Systems of Alabama | $6.0M | 28,641 | −537 | trim |
| 202 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 28,600 | +4,639 | add |
| 203 | Two Point Capital Management, Inc. | $5.9M | 28,515 | −1,384 | trim |
| 204 | VOYA INVESTMENT MANAGEMENT LLC | $5.9M | 28,138 | −593 | trim |
| 205 | Ethic Inc. | $5.8M | 27,936 | +4,032 | add |
| 206 | MML INVESTORS SERVICES, LLC | $5.8M | 27,785 | −1,654 | trim |
| 207 | IFM Investors Pty Ltd | $5.7M | 27,492 | 0 | no change |
| 208 | Pathstone Holdings, LLC | $5.7M | 27,445 | +438 | add |
| 209 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $5.6M | 27,064 | −22,936 | trim |
| 210 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.6M | 27,014 | +27,014 | new |
| 211 | Daiwa Securities Group Inc. | $5.6M | 26,888 | +990 | add |
| 212 | SEB Asset Management AB | $5.6M | 26,745 | — | no prior |
| 213 | FIDUCIARY TRUST CO | $5.4M | 25,804 | −409 | trim |
| 214 | REGIONS FINANCIAL CORP | $5.4M | 25,763 | −3,215 | trim |
| 215 | XPONANCE LLC | $5.3M | 25,604 | +3,313 | add |
| 216 | MAI Capital Management | $5.3M | 25,453 | +1,020 | add |
| 217 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.1M | 24,459 | +5,990 | add |
| 218 | Brendel Financial Advisors LLC | $5.1M | 24,410 | +19,720 | add |
| 219 | SEGALL BRYANT & HAMILL, LLC | $5.0M | 23,894 | −3,175 | trim |
| 220 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.9M | 23,713 | +23,713 | new |
| 221 | Aventail Capital Group, LP | $4.8M | 23,193 | −40,037 | trim |
| 222 | GRANDFIELD & DODD, LLC | $4.8M | 23,107 | 0 | no change |
| 223 | WESTPAC BANKING CORP | $4.8M | 22,919 | +800 | add |
| 224 | Vanguard Personalized Indexing Management, LLC | $4.8M | 22,875 | +1,252 | add |
| 225 | Eurizon Capital SGR S.p.A. | $4.7M | 22,799 | −15,783 | trim |
| 226 | EP Wealth Advisors, LLC | $4.6M | 22,012 | −1,305 | trim |
| 227 | Utah Retirement Systems | $4.6M | 22,012 | −460 | trim |
| 228 | Fideuram Asset Management (Ireland) dac | $4.6M | 22,253 | +17,477 | add |
| 229 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $4.5M | 21,432 | +3,620 | add |
| 230 | Rockline Wealth Management, LLC | $4.4M | 21,311 | −326 | trim |
| 231 | USS Investment Management Ltd | $4.4M | 21,300 | 0 | no change |
| 232 | Swedbank AB | $4.4M | 21,181 | −214 | trim |
| 233 | Sanctuary Advisors, LLC | $4.4M | 21,030 | +1,486 | add |
| 234 | THOMPSON DAVIS & CO., INC. | $4.4M | 20,920 | 0 | no change |
| 235 | Jefferies Financial Group Inc. | $4.3M | 20,822 | +20,822 | new |
| 236 | Inspire Investing, LLC | $4.3M | 20,816 | +5,905 | add |
| 237 | Focus Partners Wealth | $4.2M | 20,367 | +397 | add |
| 238 | LOWE BROCKENBROUGH & CO INC | $4.2M | 20,179 | −171 | trim |
| 239 | Sumitomo Mitsui DS Asset Management Company, Ltd | $4.2M | 20,059 | +2,623 | add |
| 240 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $4.2M | 20,053 | +210 | add |
| 241 | Rakuten Investment Management, Inc. | $4.1M | 20,129 | +2,088 | add |
| 242 | NEOS Investment Management LLC | $4.1M | 19,517 | +3,302 | add |
| 243 | PATTON ALBERTSON MILLER GROUP, LLC | $4.1M | 19,485 | −116 | trim |
| 244 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 19,378 | −79,658 | trim |
| 245 | Allspring Global Investments Holdings, LLC | $4.0M | 19,368 | +376 | add |
| 246 | MACKENZIE FINANCIAL CORP | $4.0M | 19,137 | −9,559 | trim |
| 247 | GARDNER RUSSO & QUINN LLC | $4.0M | 19,126 | −400 | trim |
| 248 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $3.9M | 18,901 | −5,387 | trim |
| 249 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.9M | 18,846 | −200,599 | trim |
| 250 | Zurich Insurance Group Ltd/FI | $3.9M | 18,728 | 0 | no change |
| 251 | BURNEY CO/ | $3.9M | 18,707 | −2,172 | trim |
| 252 | Fisher Funds Management LTD | $3.9M | 18,657 | 0 | no change |
| 253 | D. E. Shaw & Co., Inc. | $3.9M | 18,531 | +4,381 | add |
| 254 | Oak Thistle LLC | $3.9M | 18,521 | +5,793 | add |
| 255 | BANK OF NOVA SCOTIA | $3.8M | 18,464 | −2,838 | trim |
| 256 | Tidal Investments LLC | $3.8M | 18,025 | +6,970 | add |
| 257 | GLENMEDE TRUST CO NA | $3.6M | 17,290 | +3,261 | add |
| 258 | HARMONY ASSET MANAGEMENT LLC | $3.6M | 17,216 | 0 | no change |
| 259 | Janus Henderson Group Ltd. | $3.6M | 17,142 | −821 | trim |
| 260 | Generali Asset Management SPA SGR | $3.6M | 17,079 | +1,126 | add |
| 261 | Meiji Yasuda Asset Management Co Ltd. | $3.5M | 16,592 | −2,606 | trim |
| 262 | NewEdge Advisors, LLC | $3.4M | 16,465 | +16,465 | new |
| 263 | Genus Capital Management Inc. | $3.4M | 16,378 | +3,622 | add |
| 264 | OP Asset Management Ltd | $3.4M | 16,105 | — | no prior |
| 265 | AZZAD ASSET MANAGEMENT INC /ADV | $3.3M | 15,989 | −403 | trim |
| 266 | Andra AP-fonden | $3.3M | 15,789 | +15,789 | new |
| 267 | Ensign Peak Advisors, Inc | $3.2M | 15,584 | +3,305 | add |
| 268 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $3.2M | 15,422 | −258 | trim |
| 269 | ROCKLAND TRUST CO | $3.2M | 15,383 | 0 | no change |
| 270 | Summit Trail Advisors, LLC | $3.2M | 15,326 | +6,454 | add |
| 271 | CREDIT AGRICOLE S A | $3.1M | 14,989 | −41,596 | trim |
| 272 | Robeco Institutional Asset Management B.V. | $3.1M | 14,964 | −4,081 | trim |
| 273 | UniSuper Management Pty Ltd | $3.1M | 14,826 | −267 | trim |
| 274 | Bank Julius Baer & Co. Ltd, Zurich | $3.0M | 14,790 | +576 | add |
| 275 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $3.0M | 14,349 | −382 | trim |
| 276 | OPPENHEIMER & CO INC | $3.0M | 14,282 | +2,605 | add |
| 277 | Private Advisor Group, LLC | $3.0M | 14,277 | +1,809 | add |
| 278 | Avanza Fonder AB | $3.0M | 14,200 | 0 | no change |
| 279 | Edgestream Partners, L.P. | $3.0M | 14,189 | +4,399 | add |
| 280 | BBR PARTNERS, LLC | $2.9M | 14,000 | 0 | no change |
| 281 | MACQUARIE GROUP LTD | $2.9M | 13,770 | −3,490 | trim |
| 282 | Vestmark Advisory Solutions, Inc. | $2.9M | 13,749 | −3,106 | trim |
| 283 | Lido Advisors, LLC | $2.8M | 13,212 | −796 | trim |
| 284 | Vontobel Holding Ltd. | $2.7M | 13,176 | +261 | add |
| 285 | Holocene Advisors, LP | $2.7M | 13,010 | −35,573 | trim |
| 286 | CFS Investment Advisory Services, LLC | $2.7M | 12,297 | −85 | trim |
| 287 | Polymer Capital Management (US) LLC | $2.5M | 12,146 | +4,046 | add |
| 288 | ABN AMRO INVESTMENT SOLUTIONS | $2.5M | 12,137 | +1,123 | add |
| 289 | WealthPlan Investment Management, LLC | $2.5M | 12,070 | −8,125 | trim |
| 290 | ALPS ADVISORS INC | $2.5M | 11,995 | −854 | trim |
| 291 | HARRIS ASSOCIATES L P | $2.5M | 11,863 | 0 | no change |
| 292 | Farringdon Capital, Ltd. | $2.5M | 11,801 | −757 | trim |
| 293 | Gradient Investments LLC | $2.5M | 11,769 | +11,769 | new |
| 294 | TOUNJIAN ADVISORY PARTNERS, LLC | $2.4M | 11,678 | −574 | trim |
| 295 | Empowered Funds, LLC | $2.4M | 11,419 | +11,419 | new |
| 296 | PIER 88 INVESTMENT PARTNERS LLC | $2.4M | 11,400 | +8,325 | add |
| 297 | DUNCKER STREETT & CO INC | $2.4M | 11,286 | −77 | trim |
| 298 | HB Wealth Management, LLC | $2.3M | 11,222 | +788 | add |
| 299 | UMB Bank, n.a. | $2.3M | 11,175 | −112 | trim |
| 300 | Grantham, Mayo, Van Otterloo & Co. LLC | $2.3M | 10,956 | +3,818 | add |
| 301 | ICW Investment Advisors LLC | $2.2M | 10,537 | −141 | trim |
| 302 | Texas Yale Capital Corp. | $2.2M | 10,460 | −15 | trim |
| 303 | Meridian Wealth Advisors, LLC | $2.1M | 10,139 | +10,139 | new |
| 304 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.1M | 10,076 | −519 | trim |
| 305 | Atria Investments, Inc | $2.1M | 9,851 | +1,061 | add |
| 306 | Investment Management Corp of Ontario | $2.1M | 9,848 | +600 | add |
| 307 | Merit Financial Group, LLC | $2.0M | 9,772 | +123 | add |
| 308 | B. Metzler seel. Sohn & Co. AG | $2.0M | 9,603 | −863 | trim |
| 309 | Y-Intercept (Hong Kong) Ltd | $2.0M | 9,406 | +9,406 | new |
| 310 | Harfst & Associates, Inc. | $2.0M | 9,399 | +488 | add |
| 311 | ALLIANZ SE | $1.9M | 9,265 | 0 | no change |
| 312 | Choate Investment Advisors | $1.9M | 9,254 | +1,277 | add |
| 313 | Steward Partners Investment Advisory, LLC | $1.9M | 9,106 | −3,898 | trim |
| 314 | PANAGORA ASSET MANAGEMENT INC | $1.9M | 9,106 | −2,766 | trim |
| 315 | INDEPENDENT FINANCIAL GROUP, LLC | $1.9M | 8,903 | — | no prior |
| 316 | Stratos Wealth Partners, LTD. | $1.8M | 8,857 | +41 | add |
| 317 | Sustainable Insight Capital Management, LLC | $1.8M | 8,807 | +700 | add |
| 318 | Rafferty Asset Management, LLC | $1.8M | 8,779 | −3,439 | trim |
| 319 | Norinchukin Bank, The | $1.7M | 8,384 | −87 | trim |
| 320 | Glenview Trust Co | $1.7M | 8,304 | +4 | add |
| 321 | Evelyn Partners Investment Management LLP | $1.7M | 8,259 | −744 | trim |
| 322 | Rehmann Capital Advisory Group | $1.7M | 8,251 | −880 | trim |
| 323 | OMERS ADMINISTRATION Corp | $1.7M | 8,222 | +3,252 | add |
| 324 | MIZUHO SECURITIES USA LLC | $1.7M | 8,153 | −1,834 | trim |
| 325 | Convergence Financial, LLC | $1.7M | 8,106 | +4,037 | add |
| 326 | CVFG LLC | $1.7M | 8,045 | +8,045 | new |
| 327 | EADS & HEALD WEALTH MANAGEMENT | $1.6M | 7,894 | −210 | trim |
| 328 | 1832 Asset Management L.P. | $1.6M | 7,867 | 0 | no change |
| 329 | DT Investment Partners, LLC | $1.6M | 7,823 | 0 | no change |
| 330 | Vident Advisory, LLC | $1.6M | 7,777 | +2,901 | add |
| 331 | WealthPLAN Partners, LLC | $1.6M | 7,719 | −3,278 | trim |
| 332 | HARTFORD INVESTMENT MANAGEMENT CO | $1.6M | 7,711 | −218 | trim |
| 333 | Numerai GP LLC | $1.6M | 7,704 | −26,246 | trim |
| 334 | PINNACLE ASSOCIATES LTD | $1.6M | 7,678 | −478 | trim |
| 335 | MISSION WEALTH MANAGEMENT, LP | $1.6M | 7,675 | −23 | trim |
| 336 | Orion Porfolio Solutions, LLC | $1.6M | 7,654 | +112 | add |
| 337 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $1.6M | 7,650 | 0 | no change |
| 338 | Ameritas Investment Partners, Inc. | $1.6M | 7,623 | −291 | trim |
| 339 | Birch Hill Investment Advisors LLC | $1.6M | 7,605 | −275 | trim |
| 340 | Dai-ichi Life Insurance Company, Ltd | $1.6M | 7,533 | −504 | trim |
| 341 | Graham Capital Management, L.P. | $1.6M | 7,500 | −11,400 | trim |
| 342 | KANAWHA CAPITAL MANAGEMENT LLC | $1.6M | 7,481 | −486 | trim |
| 343 | Federation des caisses Desjardins du Quebec | $1.5M | 7,399 | +1,186 | add |
| 344 | JGP Wealth Management, LLC | $1.5M | 7,391 | −29 | trim |
| 345 | Envestnet Portfolio Solutions, Inc. | $1.5M | 7,379 | −3,193 | trim |
| 346 | AG2R LA MONDIALE GESTION D'ACTIFS | $1.5M | 7,293 | −323 | trim |
| 347 | GHP Investment Advisors, Inc. | $1.5M | 7,292 | +6,061 | add |
| 348 | Dana Investment Advisors, Inc. | $1.5M | 7,101 | −718 | trim |
| 349 | Wealthspire Advisors, LLC | $1.5M | 7,019 | −2,311 | trim |
| 350 | Banque Cantonale Vaudoise | $1.4M | 6,933 | +459 | add |
| 351 | Etesian Wealth Advisors, Inc. | $1.4M | 6,922 | −914 | trim |
| 352 | KORNITZER CAPITAL MANAGEMENT INC /KS | $1.4M | 6,686 | 0 | no change |
| 353 | Signature Wealth Management Partners, LLC | $1.4M | 6,668 | 0 | no change |
| 354 | Maryland State Retirement & Pension System | $1.4M | 6,639 | 0 | no change |
| 355 | CIBC WORLD MARKET INC. | $1.4M | 6,597 | −911 | trim |
| 356 | Evercore Wealth Management, LLC | $1.4M | 6,574 | −415 | trim |
| 357 | Focus Partners Advisor Solutions, LLC | $1.4M | 6,531 | +112 | add |
| 358 | Independent Advisor Alliance | $1.4M | 6,496 | −11,893 | trim |
| 359 | NOVEM GROUP | $1.3M | 6,408 | +193 | add |
| 360 | Apollon Wealth Management, LLC | $1.3M | 6,405 | +766 | add |
| 361 | Silvant Capital Management LLC | $1.3M | 6,259 | +6,259 | new |
| 362 | NICOLET BANKSHARES INC | $1.3M | 6,207 | +6,207 | new |
| 363 | CI INVESTMENTS INC. | $1.3M | 6,151 | −79 | trim |
| 364 | Summit Financial, LLC | $1.3M | 6,136 | −414 | trim |
| 365 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $1.3M | 6,050 | −1,328 | trim |
| 366 | NewEdge Wealth, LLC | $1.3M | 6,036 | +2,762 | add |
| 367 | Pettee Investors, Inc. | $1.2M | 5,508 | +350 | add |
| 368 | Bull Harbor Capital LLC | $1.2M | 5,938 | — | no prior |
| 369 | Crossmark Global Holdings, Inc. | $1.2M | 5,858 | — | no prior |
| 370 | Quantum Portfolio Management LLC | $1.2M | 5,800 | +375 | add |
| 371 | DAVENPORT & Co LLC | $1.2M | 5,792 | +117 | add |
| 372 | RICE HALL JAMES & ASSOCIATES, LLC | $1.2M | 5,790 | −62 | trim |
| 373 | GREENLEAF TRUST | $1.2M | 5,684 | +79 | add |
| 374 | Savant Capital, LLC | $1.2M | 5,679 | +190 | add |
| 375 | Willis Johnson & Associates, Inc. | $1.2M | 5,616 | +178 | add |
| 376 | Crews Bank & Trust | $1.2M | 5,597 | 0 | no change |
| 377 | MUFG Securities EMEA plc | $1.2M | 5,529 | −99 | trim |
| 378 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $1.2M | 5,525 | +1,117 | add |
| 379 | MARCO INVESTMENT MANAGEMENT LLC | $1.1M | 5,513 | +130 | add |
| 380 | QUADRANT CAPITAL GROUP LLC | $1.1M | 5,479 | −24 | trim |
| 381 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $1.1M | 5,112 | −289 | trim |
| 382 | Sequoia Financial Advisors, LLC | $1.1M | 5,393 | +490 | add |
| 383 | Patrick Mauro Investment Advisor, INC. | $1.1M | 5,285 | +4,027 | add |
| 384 | Laird Norton Wetherby Trust Company, LLC | $1.1M | 5,210 | −234 | trim |
| 385 | Patten Group, Inc. | $1.1M | 5,070 | +70 | add |
| 386 | Saudi Central Bank | $1.1M | 5,062 | +5,062 | new |
| 387 | WOLVERINE ASSET MANAGEMENT LLC | $1.0M | 5,000 | −7,500 | trim |
| 388 | Haverford Trust Co | $1.0M | 4,930 | 0 | no change |
| 389 | CHOREO, LLC | $1.0M | 4,941 | −416 | trim |
| 390 | Marshall Financial Group, LLC | $1.0M | 4,925 | +4 | add |
| 391 | Avestar Capital, LLC | $1.0M | 4,893 | −30 | trim |
| 392 | Sterling Capital Management LLC | $1.0M | 4,878 | −3,489 | trim |
| 393 | Curi Capital, LLC | $1.0M | 4,855 | +79 | add |
| 394 | Waverly Advisors, LLC | $1.0M | 4,845 | +854 | add |
| 395 | Empirical Finance, LLC | $1.0M | 4,817 | −11 | trim |
| 396 | Lombard Odier Asset Management (Switzerland) SA | $1.0M | 4,810 | +4,810 | new |
| 397 | SALEM INVESTMENT COUNSELORS INC | $990K | 4,750 | +20 | add |
| 398 | COLDSTREAM CAPITAL MANAGEMENT INC | $984K | 4,721 | −487 | trim |
| 399 | TritonPoint Partners, LLC | $980K | 4,703 | +299 | add |
| 400 | RWA WEALTH PARTNERS, LLC | $979K | 4,695 | −2,070 | trim |
| 401 | NOMURA HOLDINGS INC | $966K | 4,634 | −18,317 | trim |
| 402 | Brevan Howard Capital Management LP | $960K | 4,604 | −1,523 | trim |
| 403 | BSW Wealth Partners | $952K | 4,567 | +90 | add |
| 404 | EVOLVE PRIVATE WEALTH, LLC | $951K | 4,564 | −138 | trim |
| 405 | Harbour Trust & Investment Management Co | $944K | 4,528 | 0 | no change |
| 406 | E. Ohman J:or Asset Management AB | $935K | 4,484 | −510 | trim |
| 407 | Stenger Family Office, LLC | $934K | 4,479 | −57 | trim |
| 408 | FLPUTNAM INVESTMENT MANAGEMENT CO | $930K | 4,461 | −170 | trim |
| 409 | Frec Markets, Inc. | $926K | 4,443 | +2,950 | add |
| 410 | INTECH INVESTMENT MANAGEMENT LLC | $915K | 4,390 | +1,335 | add |
| 411 | SummitTX Capital, L.P. | $910K | 4,367 | +4,367 | new |
| 412 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $899K | 4,315 | −68 | trim |
| 413 | Allworth Financial LP | $895K | 4,291 | +315 | add |
| 414 | GATEWAY INVESTMENT ADVISERS LLC | $892K | 4,279 | +2,257 | add |
| 415 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $878K | 4,212 | −115 | trim |
| 416 | Krilogy Financial LLC | $875K | 4,084 | −14 | trim |
| 417 | Beacon Pointe Advisors, LLC | $874K | 4,193 | +1,246 | add |
| 418 | Concurrent Investment Advisors, LLC | $872K | 4,184 | +275 | add |
| 419 | Brookstone Capital Management | $869K | 4,168 | −109 | trim |
| 420 | World Investment Advisors | $864K | 4,146 | −92 | trim |
| 421 | Mutual Advisors, LLC | $854K | 4,097 | −125 | trim |
| 422 | BOOTHBAY FUND MANAGEMENT, LLC | $853K | 4,094 | +1,110 | add |
| 423 | SIGNATUREFD, LLC | $852K | 4,089 | +181 | add |
| 424 | Voleon Capital Management LP | $846K | 4,059 | −1,768 | trim |
| 425 | Valmark Advisers, Inc. | $843K | 4,043 | 0 | no change |
| 426 | Fortune 45 LLC | $830K | 3,980 | +3,980 | new |
| 427 | TWO SIGMA SECURITIES, LLC | $825K | 3,958 | +3,958 | new |
| 428 | Baader Bank Aktiengesellschaft | $824K | 3,968 | +3,968 | new |
| 429 | North Dakota State Investment Board | $817K | 3,919 | −730 | trim |
| 430 | Auto-Owners Insurance Co | $813K | 3,900 | 0 | no change |
| 431 | Metis Global Partners, LLC | $808K | 3,877 | −484 | trim |
| 432 | Congress Park Capital LLC | $800K | 3,840 | −35 | trim |
| 433 | Brooklyn Investment Group | $791K | 3,796 | +1,941 | add |
| 434 | MUFG SECURITIES AMERICAS INC. | $778K | 3,732 | +37 | add |
| 435 | GC Wealth Management RIA, LLC | $774K | 3,711 | +485 | add |
| 436 | SECURIAN ASSET MANAGEMENT, INC | $767K | 3,680 | 0 | no change |
| 437 | IHT Wealth Management, LLC | $759K | 3,643 | +45 | add |
| 438 | Phocas Financial Corp. | $754K | 3,615 | 0 | no change |
| 439 | Caerus Investment Advisors, LLC | $752K | 3,606 | +1 | add |
| 440 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $749K | 3,592 | −20 | trim |
| 441 | Squarepoint Ops LLC | $747K | 3,585 | −70 | trim |
| 442 | Concentric Capital Strategies, LP | $736K | 3,532 | +3,532 | new |
| 443 | NORTH STAR ASSET MANAGEMENT INC | $732K | 3,510 | +5 | add |
| 444 | TCTC Holdings, LLC | $730K | 3,500 | 0 | no change |
| 445 | Index Technologies Group LLC | $729K | 3,495 | +341 | add |
| 446 | PATTEN & PATTEN INC/TN | $719K | 3,450 | 0 | no change |
| 447 | CITIZENS FINANCIAL GROUP INC/RI | $718K | 3,445 | +19 | add |
| 448 | PRINCIPAL SECURITIES, INC. | $717K | 3,440 | +303 | add |
| 449 | TRUST CO OF TOLEDO NA /OH/ | $714K | 3,425 | 0 | no change |
| 450 | Clearstead Advisors, LLC | $711K | 3,412 | +11 | add |
| 451 | Kovack Advisors, Inc. | $695K | 3,350 | +1,018 | add |
| 452 | GUERRA PAN ADVISORS, LLC | $692K | 3,320 | 0 | no change |
| 453 | Revisor Wealth Management LLC | $691K | 3,328 | +556 | add |
| 454 | Capital Planning Advisors, LLC | $682K | 3,271 | 0 | no change |
| 455 | TECTONIC ADVISORS LLC | $681K | 3,266 | +90 | add |
| 456 | MATHER GROUP, LLC. | $670K | 3,215 | +14 | add |
| 457 | LAZARD ASSET MANAGEMENT LLC | $669K | 3,210 | 0 | no change |
| 458 | Pinnacle Wealth Management Advisory Group, LLC | $667K | 3,199 | +7 | add |
| 459 | MOODY LYNN LIEBERSON & WALKER, LLC | $667K | 3,198 | +26 | add |
| 460 | WEALTH ALLIANCE, LLC | $664K | 3,186 | −657 | trim |
| 461 | CARDIFF PARK ADVISORS, LLC | $656K | 3,145 | +8 | add |
| 462 | Snowden Capital Advisors LLC | $654K | 3,139 | −105 | trim |
| 463 | GROUP ONE TRADING LLC | $650K | 3,119 | −812 | trim |
| 464 | Meeder Advisory Services, Inc. | $642K | 3,081 | +175 | add |
| 465 | Center for Financial Planning, Inc. | $641K | 3,074 | 0 | no change |
| 466 | Siemens Fonds Invest GmbH | $637K | 3,054 | 0 | no change |
| 467 | BIP Wealth, LLC | $633K | 3,037 | +284 | add |
| 468 | Vinva Investment Management Ltd | $629K | 3,103 | −7,465 | trim |
| 469 | WADDELL & ASSOCIATES, LLC | $629K | 3,017 | +9 | add |
| 470 | State of Wyoming | $627K | 3,007 | +1,745 | add |
| 471 | Canada Post Corp Registered Pension Plan | $625K | 3,000 | 0 | no change |
| 472 | LVZ, Inc. | $620K | 2,975 | +102 | add |
| 473 | First City Capital Management, Inc. | $616K | 2,954 | −84 | trim |
| 474 | Prudent Man Advisors, LLC | $615K | 2,950 | +931 | add |
| 475 | MONTAG A & ASSOCIATES INC | $607K | 2,911 | 0 | no change |
| 476 | Global X Japan Co., Ltd. | $601K | 2,882 | −563 | trim |
| 477 | KEATING INVESTMENT COUNSELORS INC | $599K | 2,875 | −200 | trim |
| 478 | Wedmont Private Capital | $585K | 2,700 | +141 | add |
| 479 | SAGESPRING WEALTH PARTNERS, LLC | $581K | 2,785 | +207 | add |
| 480 | D.A. DAVIDSON & CO. | $580K | 2,783 | −90 | trim |
| 481 | SageOak Financial, LLC | $569K | 2,729 | 0 | no change |
| 482 | Stonehage Fleming Financial Services Holdings Ltd | $567K | 2,720 | 0 | no change |
| 483 | Mill Creek Capital Advisors, LLC | $565K | 2,710 | −1 | trim |
| 484 | Aristotle Capital Management, LLC | $542K | 2,600 | 0 | no change |
| 485 | RED REEF ADVISORS LLC | $539K | 2,586 | — | no prior |
| 486 | Callan Family Office, LLC | $538K | 2,580 | −610 | trim |
| 487 | SAPIENT CAPITAL LLC | $537K | 2,577 | +2,577 | new |
| 488 | Keebeck Wealth Management | $534K | 2,564 | +756 | add |
| 489 | Allred Capital Management, LLC | $533K | 2,558 | +3 | add |
| 490 | US Asset Management LLC | $531K | 2,548 | +6 | add |
| 491 | KFA Private Wealth Group, LLC | $525K | 2,519 | −17 | trim |
| 492 | Ashton Thomas Private Wealth, LLC | $524K | 2,513 | +428 | add |
| 493 | Annex Advisory Services, LLC | $519K | 2,487 | −481 | trim |
| 494 | Measured Wealth Private Client Group, LLC | $509K | 2,443 | 0 | no change |
| 495 | Frank, Rimerman Advisors LLC | $508K | 2,439 | 0 | no change |
| 496 | TEMA ETFS LLC | $502K | 2,409 | +7 | add |
| 497 | Qtron Investments LLC | $499K | 2,396 | 0 | no change |
| 498 | TCV Trust & Wealth Management, Inc. | $499K | 2,396 | −53 | trim |
| 499 | BARLOW WEALTH PARTNERS, LLC | $497K | 2,270 | 0 | no change |
| 500 | Trifecta Capital Advisors, LLC | $495K | 2,373 | 0 | no change |