| 1 | ROYAL BANK OF CANADA | $5.6B | 102,663,447 | −8,475,970 | trim |
| 2 | GQG Partners LLC | $4.1B | 76,426,780 | −3,926,678 | trim |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.4B | 61,911,585 | — | no prior |
| 4 | BANK OF MONTREAL /CAN/ | $3.1B | 57,204,190 | +1,722,996 | add |
| 5 | TD ASSET MANAGEMENT INC | $2.1B | 39,677,169 | +405,404 | add |
| 6 | DEUTSCHE BANK AG\ | $1.9B | 34,578,351 | −2,554,616 | trim |
| 7 | 1832 Asset Management L.P. | $1.6B | 29,071,069 | −1,510,810 | trim |
| 8 | CIBC WORLD MARKET INC. | $1.4B | 25,325,643 | −371,167 | trim |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $1.2B | 22,203,436 | +781,610 | add |
| 10 | MACKENZIE FINANCIAL CORP | $1.1B | 20,429,369 | +2,266,102 | add |
| 11 | NATIONAL BANK OF CANADA /FI/ | $1.1B | 19,496,834 | −595,289 | trim |
| 12 | VANGUARD FIDUCIARY TRUST CO | $1.0B | 19,179,800 | — | no prior |
| 13 | Legal & General Group Plc | $1.0B | 18,969,741 | −708,123 | trim |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | $944M | 17,419,225 | +7,548,761 | add |
| 15 | TORONTO DOMINION BANK | $883M | 16,281,116 | −408,443 | trim |
| 16 | TD Waterhouse Canada Inc. | $854M | 16,024,864 | +8,679,884 | add |
| 17 | Vanguard Global Advisers, LLC | $831M | 15,326,783 | — | no prior |
| 18 | SCOTIA CAPITAL INC. | $789M | 14,599,455 | −116,655 | trim |
| 19 | CIBC Asset Management Inc | $787M | 14,527,566 | +628,709 | add |
| 20 | Blackstone Inc. | $764M | 14,104,409 | −737,461 | trim |
| 21 | CANADA PENSION PLAN INVESTMENT BOARD | $748M | 13,796,294 | +2,583,242 | add |
| 22 | MORGAN STANLEY | $650M | 12,001,433 | −2,066,514 | trim |
| 23 | FIL Ltd | $622M | 11,470,160 | −4,622,422 | trim |
| 24 | Amundi | $596M | 11,012,062 | +598,127 | add |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $585M | 10,810,669 | −326,383 | trim |
| 26 | Clearbridge Investments, LLC | $464M | 8,570,330 | −6,879,985 | trim |
| 27 | Federation des caisses Desjardins du Quebec | $449M | 8,332,847 | +111,938 | add |
| 28 | BANK OF AMERICA CORP /DE/ | $448M | 8,277,329 | −117,615 | trim |
| 29 | Morgan Stanley Institutional Investment Advisors LLC | $403M | 7,437,023 | −203,093 | trim |
| 30 | Swiss National Bank | $397M | 7,342,431 | +1,562,800 | add |
| 31 | Bank of New York Mellon Corp | $367M | 6,782,732 | +319,575 | add |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $360M | 6,661,237 | +238,647 | add |
| 33 | KAYNE ANDERSON CAPITAL ADVISORS LP | $330M | 6,095,939 | +1,498,831 | add |
| 34 | BANK OF NOVA SCOTIA | $306M | 5,652,712 | −1,606,610 | trim |
| 35 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $285M | 5,265,617 | +482,601 | add |
| 36 | RAYMOND JAMES FINANCIAL INC | $282M | 5,206,213 | −720,625 | trim |
| 37 | Capital World Investors | $271M | 5,000,000 | −26 | trim |
| 38 | FEDERATED HERMES, INC. | $265M | 4,892,075 | +35,703 | add |
| 39 | Nuveen, LLC | $257M | 4,759,192 | +842,172 | add |
| 40 | Invesco Ltd. | $257M | 4,750,072 | −969,016 | trim |
| 41 | UBS Group AG | $251M | 4,627,420 | −1,599,495 | trim |
| 42 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $242M | 4,471,686 | +2,301,387 | add |
| 43 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $232M | 3,162,304 | −129,907 | trim |
| 44 | VANGUARD ASSET MANAGEMENT, Ltd | $222M | 4,091,503 | — | no prior |
| 45 | WELLS FARGO & COMPANY/MN | $213M | 3,934,173 | −454,726 | trim |
| 46 | ENVESTNET ASSET MANAGEMENT INC | $207M | 3,818,125 | −57,412 | trim |
| 47 | WESTWOOD HOLDINGS GROUP INC | $203M | 3,754,855 | +1,050,498 | add |
| 48 | THORNBURG INVESTMENT MANAGEMENT INC | $197M | 3,641,034 | +39,203 | add |
| 49 | LPL Financial LLC | $195M | 3,602,572 | −47,578 | trim |
| 50 | AGF MANAGEMENT LTD | $181M | 3,031,740 | −96,016 | trim |
| 51 | BlackRock, Inc. | $179M | 3,313,590 | +667,924 | add |
| 52 | DIMENSIONAL FUND ADVISORS LP | $177M | 3,271,508 | +200,567 | add |
| 53 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $173M | 3,196,000 | +2,836,000 | add |
| 54 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $162M | 2,983,836 | +414,097 | add |
| 55 | Maryland State Retirement & Pension System | $158M | 2,919,694 | +196,349 | add |
| 56 | PICTON MAHONEY ASSET MANAGEMENT | $151M | 2,780,513 | +114,177 | add |
| 57 | STIFEL FINANCIAL CORP | $143M | 2,645,390 | −211,324 | trim |
| 58 | NORTHERN TRUST CORP | $141M | 2,599,633 | +32,193 | add |
| 59 | M&G Plc | $132M | 2,444,759 | −292,198 | trim |
| 60 | Vanguard Investments Australia, Ltd. | $115M | 2,117,016 | — | no prior |
| 61 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $113M | 2,095,152 | −17,600 | trim |
| 62 | AVIVA PLC | $112M | 2,064,211 | +59,576 | add |
| 63 | Addenda Capital Inc. | $106M | 1,406,938 | −7,108 | trim |
| 64 | DAVENPORT & Co LLC | $105M | 1,946,387 | −5,965 | trim |
| 65 | ANTIPODES PARTNERS Ltd | $102M | 1,895,722 | +4,701 | add |
| 66 | BARCLAYS PLC | $99.7M | 1,841,296 | +442,247 | add |
| 67 | AMERIPRISE FINANCIAL INC | $94.0M | 1,426,244 | +442,853 | add |
| 68 | Orbis Allan Gray Ltd | $90.5M | 1,671,788 | +231,889 | add |
| 69 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $83.3M | 1,539,163 | +1,539,163 | new |
| 70 | Aviso Financial Inc. | $81.7M | 1,507,861 | +4,559 | add |
| 71 | FRANKLIN RESOURCES INC | $80.0M | 1,475,970 | +225,743 | add |
| 72 | Cetera Investment Advisers | $78.2M | 1,446,479 | −29,942 | trim |
| 73 | BROOKFIELD Corp /ON/ | $69.8M | 1,289,260 | −576,665 | trim |
| 74 | CAPITAL ADVISORS INC/OK | $69.1M | 1,277,016 | +171,113 | add |
| 75 | Korea Investment CORP | $68.8M | 1,273,931 | −63,703 | trim |
| 76 | GUARDIAN CAPITAL LP | $67.0M | 1,240,899 | −101,307 | trim |
| 77 | EXCHANGE TRADED CONCEPTS, LLC | $66.8M | 1,233,258 | +111,543 | add |
| 78 | Zurcher Kantonalbank (Zurich Cantonalbank) | $62.6M | 1,158,048 | +1,158,048 | new |
| 79 | Cullen Capital Management, LLC | $60.8M | 1,122,777 | +58,872 | add |
| 80 | Purpose Unlimited Inc. | $57.5M | 1,061,736 | −207,553 | trim |
| 81 | D. E. Shaw & Co., Inc. | $57.3M | 1,057,890 | +771,527 | add |
| 82 | Vontobel Holding Ltd. | $57.3M | 1,056,962 | +1,034,049 | add |
| 83 | Alberta Investment Management Corp | $57.2M | 1,055,134 | −1,718,021 | trim |
| 84 | Pictet Asset Management Holding SA | $55.5M | 1,026,996 | +59,394 | add |
| 85 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $54.2M | 1,001,500 | +400,000 | add |
| 86 | Janus Henderson Group Ltd. | $53.5M | 988,554 | −1,000 | trim |
| 87 | BANK OF NOVA SCOTIA TRUST CO | $53.4M | 986,582 | −7,471 | trim |
| 88 | Energy Income Partners, LLC | $52.9M | 977,600 | −40,779 | trim |
| 89 | WELLINGTON MANAGEMENT GROUP LLP | $52.5M | 972,369 | +77,562 | add |
| 90 | Trajan Wealth LLC | $51.6M | 952,414 | +82,279 | add |
| 91 | Woodbridge CO LTD | $49.2M | 908,200 | 0 | no change |
| 92 | Hillsdale Investment Management Inc. | $47.9M | 884,313 | −288,754 | trim |
| 93 | Allianz Asset Management GmbH | $45.9M | 850,222 | −144,618 | trim |
| 94 | NEOS Investment Management LLC | $45.5M | 841,618 | +841,618 | new |
| 95 | Guardian Partners Inc. | $44.8M | 823,668 | +65 | add |
| 96 | ASSETMARK, INC | $43.0M | 794,748 | +100,756 | add |
| 97 | TRUIST FINANCIAL CORP | $43.0M | 794,496 | −14,465 | trim |
| 98 | Harvest Portfolios Group Inc. | $41.3M | 761,193 | +127,646 | add |
| 99 | FIRST TRUST ADVISORS LP | $40.7M | 751,228 | −34,356 | trim |
| 100 | COMMONWEALTH EQUITY SERVICES, LLC | $40.0M | 738,219 | −158,722 | trim |
| 101 | INTACT INVESTMENT MANAGEMENT INC. | $39.9M | 736,793 | −251,183 | trim |
| 102 | PJT Investments Corp. | $39.4M | 727,856 | +9,540 | add |
| 103 | STATE OF WISCONSIN INVESTMENT BOARD | $37.2M | 687,930 | −77,200 | trim |
| 104 | Midwest Trust Co | $35.5M | 655,395 | −12,369 | trim |
| 105 | Northwest & Ethical Investments L.P. | $34.7M | 641,654 | −173,523 | trim |
| 106 | M&T BANK CORP | $34.2M | 631,548 | +27,456 | add |
| 107 | Scheer, Rowlett & Associates Investment Management Ltd. | $33.5M | 617,581 | −20,990 | trim |
| 108 | HighTower Advisors, LLC | $33.1M | 610,943 | −1,675 | trim |
| 109 | OPPENHEIMER ASSET MANAGEMENT INC. | $32.2M | 594,217 | −8,307 | trim |
| 110 | Verity & Verity, LLC | $31.4M | 579,487 | +6,327 | add |
| 111 | BLI - Banque de Luxembourg Investments | $29.4M | 625,295 | +625,295 | new |
| 112 | MILLENNIUM MANAGEMENT LLC | $28.8M | 531,539 | +116,517 | add |
| 113 | FIRST MANHATTAN CO. LLC. | $28.5M | 526,635 | −181,356 | trim |
| 114 | America First Investment Advisors, LLC | $28.3M | 522,260 | −1,783 | trim |
| 115 | OSAIC HOLDINGS, INC. | $27.7M | 511,241 | −181 | trim |
| 116 | Investment Management Corp of Ontario | $27.4M | 506,047 | +43,400 | add |
| 117 | Lansforsakringar Fondforvaltning AB (publ) | $27.4M | 506,275 | +4,701 | add |
| 118 | BRADLEY FOSTER & SARGENT INC/CT | $27.1M | 500,945 | +1,352 | add |
| 119 | OMERS ADMINISTRATION Corp | $27.0M | 500,000 | −1,872,192 | trim |
| 120 | SUMMITRY LLC | $26.7M | 493,477 | +493,477 | new |
| 121 | HENNESSY ADVISORS INC | $26.7M | 492,465 | −13,800 | trim |
| 122 | CIBC Bancorp USA Inc. | $26.3M | 484,580 | — | no prior |
| 123 | Recurrent Investment Advisors LLC | $25.2M | 465,619 | +2,400 | add |
| 124 | DELTA ASSET MANAGEMENT LLC/TN | $23.9M | 441,072 | −8,293 | trim |
| 125 | Varma Mutual Pension Insurance Co | $23.6M | 437,561 | 0 | no change |
| 126 | Cardinal Capital Management, Inc. | $23.4M | 433,145 | −451,711 | trim |
| 127 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $23.2M | 428,619 | +240,465 | add |
| 128 | Capital Wealth Planning, LLC | $22.3M | 411,812 | +89,197 | add |
| 129 | USS Investment Management Ltd | $22.2M | 410,049 | +12,958 | add |
| 130 | NewEdge Advisors, LLC | $21.8M | 402,357 | +402,357 | new |
| 131 | Creative Planning | $21.2M | 392,078 | +15,720 | add |
| 132 | Fiera Capital Corp | $21.0M | 389,108 | +236,043 | add |
| 133 | AMERICAN CENTURY COMPANIES INC | $20.4M | 377,154 | +52,349 | add |
| 134 | US BANCORP \DE\ | $20.2M | 373,878 | −13,532 | trim |
| 135 | Osmosis Investment Management UK Ltd | $19.5M | 361,515 | −177,497 | trim |
| 136 | Mariner, LLC | $19.5M | 359,818 | +8,485 | add |
| 137 | Beacon Pointe Advisors, LLC | $19.1M | 353,335 | +12,448 | add |
| 138 | Swiss Life Asset Management Ltd | $18.7M | 344,581 | +40,157 | add |
| 139 | Focus Partners Wealth | $18.6M | 343,605 | +2,460 | add |
| 140 | OPPENHEIMER & CO INC | $18.6M | 343,264 | −14,618 | trim |
| 141 | Columbus Macro, LLC | $18.6M | 343,457 | +12,004 | add |
| 142 | Cardinal Point Capital Management ULC | $17.8M | 328,162 | +331 | add |
| 143 | TECTONIC ADVISORS LLC | $17.3M | 318,693 | −7,496 | trim |
| 144 | Catalyst Capital Advisors LLC | $16.8M | 311,096 | −5,910 | trim |
| 145 | Rockefeller Capital Management L.P. | $16.8M | 310,853 | −5,550 | trim |
| 146 | Greenline Partners, LLC | $16.7M | 309,358 | +588 | add |
| 147 | Pinnacle Financial Partners, Inc. | $16.7M | 307,532 | +3,669 | add |
| 148 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.6M | 306,217 | −206,420 | trim |
| 149 | NATIXIS | $16.1M | 297,268 | +78,214 | add |
| 150 | STATE STREET CORP | $16.1M | 296,663 | −8,973 | trim |
| 151 | Man Group plc | $16.0M | 295,939 | +151,570 | add |
| 152 | Foster Victor Wealth Advisors, LLC | $15.9M | 300,613 | +14,314 | add |
| 153 | ALLIANZ SE | $15.8M | 292,312 | +15,312 | add |
| 154 | &PARTNERS | $15.8M | 305,416 | −15,669 | trim |
| 155 | AQR CAPITAL MANAGEMENT LLC | $15.7M | 290,522 | −452,468 | trim |
| 156 | PRINCIPAL FINANCIAL GROUP INC | $15.6M | 288,722 | −77,362 | trim |
| 157 | MML INVESTORS SERVICES, LLC | $15.6M | 288,162 | −61,477 | trim |
| 158 | FARMERS & MERCHANTS INVESTMENTS INC | $15.5M | 287,031 | +7,026 | add |
| 159 | JANE STREET GROUP, LLC | $15.3M | 283,091 | −332,849 | trim |
| 160 | Quantinno Capital Management LP | $14.8M | 274,318 | +24,224 | add |
| 161 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14.8M | 273,918 | −176,005 | trim |
| 162 | Metis Global Partners, LLC | $14.7M | 271,714 | −10,627 | trim |
| 163 | BROWN ADVISORY INC | $14.4M | 266,481 | −2,200 | trim |
| 164 | BNP Paribas Asset Management Holding S.A. | $14.0M | 257,386 | +61,047 | add |
| 165 | Dupree Financial Group, LLC | $13.6M | 250,865 | −1,769 | trim |
| 166 | Waverly Advisors, LLC | $13.4M | 248,191 | +3,878 | add |
| 167 | LGT Group Foundation | $13.4M | 247,764 | −4,426 | trim |
| 168 | SIG North Trading, ULC | $13.4M | 246,700 | −799,887 | trim |
| 169 | ProShare Advisors LLC | $13.3M | 245,557 | −1,396 | trim |
| 170 | FRANKLIN STREET ADVISORS INC /NC | $13.2M | 244,368 | +2,093 | add |
| 171 | Covea Finance | $13.2M | 243,700 | −263,220 | trim |
| 172 | Cerity Partners LLC | $13.1M | 242,601 | +4,041 | add |
| 173 | Utah Retirement Systems | $12.9M | 238,741 | −5,885 | trim |
| 174 | ADVOCATE GROUP LLC | $12.8M | 236,809 | −1,010 | trim |
| 175 | HUB Investment Partners, LLC | $12.7M | 235,177 | +20,040 | add |
| 176 | BALYASNY ASSET MANAGEMENT L.P. | $12.4M | 229,054 | −413,111 | trim |
| 177 | Advisors Asset Management, Inc. | $12.3M | 226,520 | +12,725 | add |
| 178 | FMR LLC | $12.2M | 225,871 | +11,638 | add |
| 179 | SEI INVESTMENTS CO | $11.4M | 210,994 | +59,852 | add |
| 180 | DIVIDEND ASSETS CAPITAL, LLC | $11.2M | 207,616 | −24,211 | trim |
| 181 | ALLIANCEBERNSTEIN L.P. | $11.2M | 233,952 | +5,548 | add |
| 182 | Corient Private Wealth LLC | $11.1M | 206,872 | −289,720 | trim |
| 183 | CITIGROUP INC | $10.9M | 201,915 | −599,768 | trim |
| 184 | JCIC Asset Management Inc. | $10.8M | 198,974 | +4,176 | add |
| 185 | One Capital Management, LLC | $10.8M | 198,657 | +5,315 | add |
| 186 | Baird Financial Group, Inc. | $10.7M | 197,101 | +197,101 | new |
| 187 | Guinness Asset Management LTD | $10.7M | 196,945 | +55,054 | add |
| 188 | Kepler Cheuvreux (Suisse) SA | $10.6M | 141,444 | 0 | no change |
| 189 | COMMERCE BANK | $10.6M | 195,631 | +10,960 | add |
| 190 | Mesirow Financial Investment Management, Inc. | $10.5M | 193,914 | +21,655 | add |
| 191 | S.E.E.D. Planning Group LLC | $10.5M | 193,752 | −20,739 | trim |
| 192 | Soltis Investment Advisors LLC | $10.4M | 192,233 | +7,852 | add |
| 193 | LGT Fund Management Co Ltd. | $10.2M | 187,966 | +187,966 | new |
| 194 | U.S. Capital Wealth Advisors, LLC | $10.0M | 184,663 | +1,564 | add |
| 195 | VANGUARD PORTFOLIO MANAGEMENT LLC | $10.0M | 184,389 | — | no prior |
| 196 | D.A. DAVIDSON & CO. | $10.0M | 184,328 | +14,349 | add |
| 197 | Americana Partners, LLC | $9.7M | 180,009 | +87 | add |
| 198 | Auto-Owners Insurance Co | $9.7M | 179,110 | 0 | no change |
| 199 | Assenagon Asset Management S.A. | $9.6M | 177,329 | +77,038 | add |
| 200 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.6M | 176,519 | +3,773 | add |
| 201 | Vident Advisory, LLC | $9.4M | 173,952 | +41,064 | add |
| 202 | APG Asset Management N.V. | $9.4M | 200,290 | +116,473 | add |
| 203 | ProVise Management Group, LLC | $9.3M | 171,846 | −430 | trim |
| 204 | GLOBALT Investments LLC / GA | $9.3M | 171,131 | −4,666 | trim |
| 205 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $9.2M | 170,524 | +66,352 | add |
| 206 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $9.2M | 169,628 | −1,532 | trim |
| 207 | Goelzer Investment Management, Inc. | $9.2M | 169,108 | −38,153 | trim |
| 208 | SCS Capital Management LLC | $9.1M | 168,851 | +120,245 | add |
| 209 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $9.0M | 166,480 | +2,589 | add |
| 210 | CITADEL ADVISORS LLC | $8.9M | 163,702 | +163,702 | new |
| 211 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $8.9M | 164,161 | −2,978 | trim |
| 212 | VIEWPOINT INVESTMENT PARTNERS CORP | $8.8M | 164,244 | +164,244 | new |
| 213 | HUTNER CAPITAL MANAGEMENT INC | $8.7M | 160,656 | +858 | add |
| 214 | SALEM INVESTMENT COUNSELORS INC | $8.7M | 160,154 | +954 | add |
| 215 | Sanctuary Advisors, LLC | $8.2M | 151,111 | −43,253 | trim |
| 216 | Kestra Advisory Services, LLC | $8.1M | 149,717 | +30,874 | add |
| 217 | MADDEN SECURITIES Corp | $8.0M | 147,941 | −291 | trim |
| 218 | Triasima Portfolio Management inc. | $7.9M | 145,470 | −84,739 | trim |
| 219 | Kingsview Wealth Management, LLC | $7.8M | 144,489 | +14,158 | add |
| 220 | Gilman Hill Asset Management, LLC | $7.7M | 142,793 | −4,918 | trim |
| 221 | M. Kraus & Co | $7.7M | 142,413 | −435 | trim |
| 222 | TrueMark Investments, LLC | $7.4M | 137,405 | −69,259 | trim |
| 223 | OPAL CAPITAL LLC | $7.4M | 137,405 | −71,512 | trim |
| 224 | Private Advisor Group, LLC | $7.4M | 137,257 | −604 | trim |
| 225 | FIFTH THIRD BANCORP | $7.2M | 132,100 | +1,338 | add |
| 226 | BARINGS LLC | $7.0M | 129,888 | −56,054 | trim |
| 227 | MAI Capital Management | $7.0M | 128,451 | +4,578 | add |
| 228 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.8M | 126,512 | +2,462 | add |
| 229 | CWM, LLC | $6.8M | 126,400 | +73,575 | add |
| 230 | BAHL & GAYNOR INC | $6.8M | 125,809 | −156,129 | trim |
| 231 | Telos Capital Management, Inc. | $6.8M | 125,736 | −18,911 | trim |
| 232 | Moors & Cabot, Inc. | $6.7M | 124,466 | −693 | trim |
| 233 | Pathway Financial Advisers, LLC | $6.7M | 123,748 | +123,748 | new |
| 234 | PCJ Investment Counsel Ltd. | $6.7M | 123,540 | +12,230 | add |
| 235 | Apollon Wealth Management, LLC | $6.7M | 123,663 | +94,025 | add |
| 236 | Qube Research & Technologies Ltd | $6.7M | 123,372 | −80,649 | trim |
| 237 | BLAIR WILLIAM & CO/IL | $6.5M | 120,371 | +643 | add |
| 238 | Mediolanum International Funds Ltd | $6.3M | 116,442 | +48 | add |
| 239 | MidFirst Bank | $6.3M | 116,069 | −1,320 | trim |
| 240 | Lido Advisors, LLC | $6.2M | 115,082 | +91,598 | add |
| 241 | ADELL HARRIMAN & CARPENTER INC | $6.2M | 114,691 | +1,051 | add |
| 242 | Texas Yale Capital Corp. | $6.1M | 113,286 | 0 | no change |
| 243 | Callahan Advisors, LLC | $6.1M | 112,545 | −9,420 | trim |
| 244 | Empowered Funds, LLC | $6.0M | 110,014 | +21,442 | add |
| 245 | Alpha Omega Wealth Management LLC | $5.8M | 106,959 | +694 | add |
| 246 | DAVIS-REA LTD. | $5.7M | 105,933 | −848 | trim |
| 247 | BCV Asset Management Inc. | $5.7M | 104,838 | +86,887 | add |
| 248 | EVENTIDE ASSET MANAGEMENT, LLC | $5.6M | 103,721 | −24,428 | trim |
| 249 | HSBC HOLDINGS PLC | $5.6M | 103,559 | +93,783 | add |
| 250 | Atria Investments, Inc | $5.6M | 102,949 | −6,765 | trim |
| 251 | WORLDQUANT MILLENNIUM ADVISORS LLC | $5.4M | 99,692 | −22,084 | trim |
| 252 | Ausbil Investment Management Ltd | $5.4M | 100,323 | 0 | no change |
| 253 | Sequoia Financial Advisors, LLC | $5.3M | 98,447 | −9,961 | trim |
| 254 | Patriot Financial Group Insurance Agency, LLC | $5.1M | 94,744 | +42,341 | add |
| 255 | Towne Trust Company, N.A | $5.1M | 94,674 | −9,525 | trim |
| 256 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $5.1M | 93,796 | +13,411 | add |
| 257 | MERCER GLOBAL ADVISORS INC /ADV | $5.1M | 93,560 | +10,077 | add |
| 258 | Old North State Wealth Management, LLC | $5.0M | 92,726 | −542 | trim |
| 259 | PRINCIPAL SECURITIES, INC. | $4.9M | 91,018 | +2,816 | add |
| 260 | ROYAL LONDON ASSET MANAGEMENT LTD | $4.9M | 90,826 | +1,145 | add |
| 261 | FLC Capital Advisors | $4.9M | 90,386 | −4,465 | trim |
| 262 | INTECH INVESTMENT MANAGEMENT LLC | $4.8M | 89,569 | +14,777 | add |
| 263 | Lombard Odier Asset Management (Switzerland) SA | $4.6M | 85,494 | +5,100 | add |
| 264 | BOURNE LENT ASSET MANAGEMENT INC | $4.6M | 85,450 | −257 | trim |
| 265 | CWA Asset Management Group, LLC | $4.6M | 84,534 | +13,901 | add |
| 266 | Brookstone Capital Management | $4.6M | 84,068 | +10,752 | add |
| 267 | SHRIER WEALTH MANAGEMENT, LLC | $4.5M | 82,967 | +975 | add |
| 268 | STEPHENS INC /AR/ | $4.5M | 82,867 | −6,036 | trim |
| 269 | VICTORY CAPITAL MANAGEMENT INC | $4.5M | 66,800 | +16,200 | add |
| 270 | Allworth Financial LP | $4.5M | 82,378 | −208 | trim |
| 271 | GLENMEDE TRUST CO NA | $4.4M | 81,946 | −1,028 | trim |
| 272 | PINNACLE ASSOCIATES LTD | $4.4M | 81,917 | −558 | trim |
| 273 | Stamos Capital Partners, L.P. | $4.4M | 80,905 | −15,308 | trim |
| 274 | Laird Norton Wetherby Trust Company, LLC | $4.3M | 79,900 | +376 | add |
| 275 | ROMANO BROTHERS AND COMPANY | $4.3M | 79,815 | −689 | trim |
| 276 | GRIFFIN ASSET MANAGEMENT, INC. | $4.3M | 79,538 | −3,032 | trim |
| 277 | Stokes Capital Advisors, LLC | $4.3M | 79,511 | −2,389 | trim |
| 278 | Pathstone Holdings, LLC | $4.3M | 79,097 | −2,189 | trim |
| 279 | Equitable Holdings, Inc. | $4.2M | 87,411 | +12,814 | add |
| 280 | Gold Investment Management Ltd. | $4.2M | 77,853 | +1,363 | add |
| 281 | Argyle Capital Management, LLC | $4.2M | 77,759 | −907 | trim |
| 282 | Independent Advisor Alliance | $4.2M | 77,113 | −28,049 | trim |
| 283 | CLOVERFIELDS CAPITAL GROUP, LP | $4.1M | 76,471 | +61 | add |
| 284 | Kentucky Trust Co | $4.1M | 76,260 | −823 | trim |
| 285 | BENJAMIN EDWARDS INC | $4.1M | 75,534 | +11,862 | add |
| 286 | Ensign Peak Advisors, Inc | $4.1M | 75,450 | −13,400 | trim |
| 287 | Genus Capital Management Inc. | $4.1M | 75,065 | −64,482 | trim |
| 288 | Pacifica Partners Inc. | $4.0M | 74,277 | −308 | trim |
| 289 | Tacita Capital Inc | $3.9M | 71,638 | +767 | add |
| 290 | Riverview Capital Advisers, LLC | $3.8M | 70,791 | −1,324 | trim |
| 291 | Quantbot Technologies LP | $3.8M | 70,744 | +70,744 | new |
| 292 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.8M | 70,698 | −1,336 | trim |
| 293 | RITHOLTZ WEALTH MANAGEMENT | $3.8M | 70,673 | +1,657 | add |
| 294 | LEVEL FOUR ADVISORY SERVICES, LLC | $3.8M | 69,642 | +49,569 | add |
| 295 | Orion Porfolio Solutions, LLC | $3.7M | 68,459 | −18,284 | trim |
| 296 | Fractal Investments LLC | $3.7M | 67,500 | 0 | no change |
| 297 | Chicago Partners Investment Group LLC | $3.6M | 70,308 | +146 | add |
| 298 | Jackson Hole Capital Partners, LLC | $3.6M | 66,627 | +5,054 | add |
| 299 | Concurrent Investment Advisors, LLC | $3.6M | 66,142 | −627 | trim |
| 300 | Hudson Bay Capital Management LP | $3.6M | 65,590 | +65,590 | new |
| 301 | CGN Advisors LLC | $3.5M | 65,434 | −1,984 | trim |
| 302 | Capital Investment Advisory Services, LLC | $3.5M | 64,696 | −515 | trim |
| 303 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $3.5M | 64,192 | −36 | trim |
| 304 | Steward Partners Investment Advisory, LLC | $3.5M | 63,997 | −663 | trim |
| 305 | FULTON BANK, N.A. | $3.5M | 63,814 | +4,581 | add |
| 306 | Marks Group Wealth Management, Inc | $3.5M | 63,788 | −1,102 | trim |
| 307 | Kovack Advisors, Inc. | $3.4M | 63,796 | +31,202 | add |
| 308 | CMH Wealth Management LLC | $3.4M | 62,400 | +62,400 | new |
| 309 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.4M | 62,163 | +62,163 | new |
| 310 | Harbour Trust & Investment Management Co | $3.3M | 61,564 | −70,198 | trim |
| 311 | TWO SIGMA INVESTMENTS, LP | $3.3M | 61,465 | +61,465 | new |
| 312 | Stratos Wealth Partners, LTD. | $3.3M | 61,053 | −419 | trim |
| 313 | Intrua Financial, LLC | $3.2M | 59,511 | −5,091 | trim |
| 314 | UniSuper Management Pty Ltd | $3.2M | 42,000 | 0 | no change |
| 315 | REGIONS FINANCIAL CORP | $3.2M | 58,434 | −3,345 | trim |
| 316 | DIVERSIFY WEALTH MANAGEMENT, LLC | $3.2M | 59,141 | +24,127 | add |
| 317 | Ted Buchan & Co | $3.1M | 58,190 | −3,604 | trim |
| 318 | Candriam S.C.A. | $3.1M | 57,862 | +4,179 | add |
| 319 | AE Wealth Management LLC | $3.1M | 57,371 | +6,649 | add |
| 320 | Radnor Capital Management, LLC | $3.1M | 57,005 | 0 | no change |
| 321 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $3.1M | 56,631 | −607 | trim |
| 322 | Laurel Wealth Advisors LLC | $3.0M | 56,598 | −2,517 | trim |
| 323 | TWIN CITY PRIVATE WEALTH, LLC | $3.0M | 55,832 | −4,151 | trim |
| 324 | CREDIT AGRICOLE S A | $3.0M | 55,783 | +2,391 | add |
| 325 | Fort Sheridan Advisors LLC | $3.0M | 55,694 | −261 | trim |
| 326 | Clear Trail Advisors, LLC | $2.9M | 54,078 | +17,504 | add |
| 327 | AlphaCore Capital LLC | $2.9M | 53,946 | −4,125 | trim |
| 328 | Raleigh Capital Management Inc. | $2.9M | 53,462 | +735 | add |
| 329 | J.W. COLE ADVISORS, INC. | $2.9M | 53,176 | −462 | trim |
| 330 | COZAD ASSET MANAGEMENT INC | $2.9M | 53,190 | −1,537 | trim |
| 331 | PARSONS CAPITAL MANAGEMENT INC/RI | $2.9M | 52,675 | +39,445 | add |
| 332 | Compound Planning, Inc. | $2.8M | 52,473 | −12,134 | trim |
| 333 | SIGNATUREFD, LLC | $2.8M | 52,012 | +2,852 | add |
| 334 | MGO ONE SEVEN LLC | $2.8M | 51,636 | −7,207 | trim |
| 335 | HBW ADVISORY SERVICES LLC | $2.8M | 51,455 | −930 | trim |
| 336 | Vise Technologies, Inc. | $2.8M | 58,117 | 0 | no change |
| 337 | Ancora Advisors LLC | $2.8M | 50,910 | −11,874 | trim |
| 338 | EXENCIAL WEALTH ADVISORS, LLC | $2.7M | 50,443 | +1,582 | add |
| 339 | Capital Investment Advisors, LLC | $2.7M | 50,379 | +161 | add |
| 340 | CASTLEARK MANAGEMENT LLC | $2.7M | 50,340 | 0 | no change |
| 341 | Turtle Creek Wealth Advisors, LLC | $2.7M | 49,444 | −2,412 | trim |
| 342 | CIDEL ASSET MANAGEMENT INC | $2.6M | 48,768 | +2,673 | add |
| 343 | Caprock Group, LLC | $2.6M | 48,257 | −2,225 | trim |
| 344 | OLD SECOND NATIONAL BANK OF AURORA | $2.5M | 47,021 | −442 | trim |
| 345 | Mutual Advisors, LLC | $2.5M | 46,727 | −1,483 | trim |
| 346 | Miller Capital Partners, Inc. | $2.5M | 46,200 | +10,415 | add |
| 347 | Envestnet Portfolio Solutions, Inc. | $2.4M | 45,076 | −41,367 | trim |
| 348 | Dynamic Advisor Solutions LLC | $2.4M | 44,934 | −2,650 | trim |
| 349 | Verdence Capital Advisors LLC | $2.4M | 44,913 | +908 | add |
| 350 | Value Partners Investments Inc. | $2.4M | 44,934 | −2,445 | trim |
| 351 | PETTYJOHN, WOOD & WHITE, INC | $2.4M | 44,452 | +87 | add |
| 352 | TSP Capital Management Group, LLC | $2.4M | 44,251 | 0 | no change |
| 353 | Voya Financial Advisors, Inc. | $2.4M | 43,702 | +486 | add |
| 354 | Sigma Planning Corp | $2.4M | 44,094 | −3,712 | trim |
| 355 | CENTRAL TRUST Co | $2.4M | 43,669 | +19 | add |
| 356 | SHUFRO ROSE & CO LLC | $2.4M | 43,534 | −3,550 | trim |
| 357 | Cresset Asset Management, LLC | $2.4M | 43,490 | −18,361 | trim |
| 358 | Glenview Trust Co | $2.3M | 43,014 | −300 | trim |
| 359 | Crossmark Global Holdings, Inc. | $2.3M | 42,586 | — | no prior |
| 360 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $2.3M | 42,068 | +1,363 | add |
| 361 | Drucker Wealth 3.0, LLC | $2.2M | 41,384 | −1,329 | trim |
| 362 | Merit Financial Group, LLC | $2.2M | 40,498 | +3,148 | add |
| 363 | Snowden Capital Advisors LLC | $2.2M | 40,316 | +3,664 | add |
| 364 | Mechanics Bank Trust Department | $2.2M | 39,961 | −4,031 | trim |
| 365 | Aldebaran Capital, LLC | $2.2M | 39,879 | −230 | trim |
| 366 | JOHNSON INVESTMENT COUNSEL INC | $2.2M | 39,726 | −3,769 | trim |
| 367 | Revisor Wealth Management LLC | $2.1M | 39,633 | −70 | trim |
| 368 | Jacobi Capital Management LLC | $2.1M | 39,271 | −387 | trim |
| 369 | World Investment Advisors | $2.1M | 39,258 | +2,847 | add |
| 370 | Hartford Financial Management Inc. | $2.1M | 39,055 | −782 | trim |
| 371 | MONETA GROUP INVESTMENT ADVISORS LLC | $2.1M | 39,014 | −672 | trim |
| 372 | DONALDSON CAPITAL MANAGEMENT, LLC | $2.1M | 38,959 | +3,841 | add |
| 373 | Boomfish Wealth Group, LLC | $2.1M | 38,573 | +241 | add |
| 374 | Total Clarity Wealth Management, Inc. | $2.1M | 38,384 | +4 | add |
| 375 | WEALTH ALLIANCE, LLC | $2.1M | 38,319 | −293 | trim |
| 376 | Independent Solutions Wealth Management, LLC | $2.1M | 38,213 | +838 | add |
| 377 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $2.1M | 38,031 | −1,656 | trim |
| 378 | FOURPATH CAPITAL MANAGEMENT, LLC | $2.0M | 37,650 | −1,230 | trim |
| 379 | Weaver Capital Management LLC | $2.0M | 37,616 | −1,057 | trim |
| 380 | Agate Pass Investment Management, LLC | $2.0M | 37,605 | −500 | trim |
| 381 | Atlantic Union Bankshares Corp | $2.0M | 37,401 | −4,361 | trim |
| 382 | EVERETT HARRIS & CO /CA/ | $2.0M | 36,780 | −1,821 | trim |
| 383 | Weaver C. Barksdale & Associates, Inc. | $2.0M | 36,661 | +2,053 | add |
| 384 | BEACON INVESTMENT ADVISORS LLC | $2.0M | 36,402 | −275 | trim |
| 385 | Geneos Wealth Management Inc. | $2.0M | 36,349 | +258 | add |
| 386 | O'Keefe Stevens Advisory, Inc. | $2.0M | 36,193 | +2,548 | add |
| 387 | Western Wealth Management, LLC | $2.0M | 36,190 | +36,190 | new |
| 388 | Diversified Trust Co | $2.0M | 36,036 | −233 | trim |
| 389 | STABLEFORD CAPITAL II LLC | $1.9M | 35,890 | +98 | add |
| 390 | Ethic Inc. | $1.9M | 35,775 | +5,785 | add |
| 391 | GUGGENHEIM CAPITAL LLC | $1.9M | 35,308 | +8,230 | add |
| 392 | WESTBOURNE INVESTMENTS, INC. | $1.9M | 35,167 | 0 | no change |
| 393 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $1.9M | 35,072 | +31 | add |
| 394 | Smartleaf Asset Management LLC | $1.9M | 34,538 | +716 | add |
| 395 | SBI Securities Co., Ltd. | $1.9M | 34,605 | +2,519 | add |
| 396 | Prospera Financial Services Inc | $1.9M | 34,474 | +595 | add |
| 397 | EP Wealth Advisors, LLC | $1.8M | 33,752 | −1,057 | trim |
| 398 | Portside Wealth Group, LLC | $1.8M | 33,117 | −1,023 | trim |
| 399 | KEYBANK NATIONAL ASSOCIATION/OH | $1.8M | 32,853 | +10,597 | add |
| 400 | Applied Capital LLC/FL | $1.8M | 32,658 | −339 | trim |
| 401 | Dakota Wealth Management | $1.7M | 32,121 | −898 | trim |
| 402 | Savant Capital, LLC | $1.7M | 32,086 | +1,661 | add |
| 403 | MEYER HANDELMAN CO | $1.7M | 32,008 | −109 | trim |
| 404 | Ewing Morris & Co. Investment Partners Ltd. | $1.7M | 31,705 | +1,446 | add |
| 405 | CHOREO, LLC | $1.7M | 31,545 | +295 | add |
| 406 | Corps Capital Advisors, LLC | $1.7M | 31,540 | +5,340 | add |
| 407 | Cornerstone Wealth Management, LLC | $1.7M | 31,349 | +501 | add |
| 408 | LFG Wealth Partners, LLC | $1.7M | 31,268 | +545 | add |
| 409 | Trexquant Investment LP | $1.7M | 31,223 | +31,223 | new |
| 410 | WCG Wealth Advisors LLC | $1.7M | 30,593 | +599 | add |
| 411 | AXXCESS WEALTH MANAGEMENT, LLC | $1.6M | 30,330 | −10,519 | trim |
| 412 | Epoch Investment Partners, Inc. | $1.6M | 30,013 | −82 | trim |
| 413 | Tidal Investments LLC | $1.6M | 29,974 | −6,686 | trim |
| 414 | Loudon Investment Management, LLC | $1.6M | 29,951 | 0 | no change |
| 415 | McAlvany Wealth Management LLC | $1.6M | 29,622 | +1,485 | add |
| 416 | NewEdge Wealth, LLC | $1.6M | 29,525 | +156 | add |
| 417 | NORDEN GROUP LLC | $1.6M | 29,266 | +204 | add |
| 418 | Abundance Wealth Counselors | $1.6M | 29,244 | −577 | trim |
| 419 | Meixler Investment Management, Ltd. | $1.6M | 29,107 | −8,098 | trim |
| 420 | Clearstead Advisors, LLC | $1.6M | 29,042 | +10,179 | add |
| 421 | K.J. Harrison & Partners Inc | $1.6M | 28,976 | −12,859 | trim |
| 422 | apricus wealth, LLC | $1.6M | 28,930 | +2,030 | add |
| 423 | Great Lakes Retirement, Inc. | $1.6M | 28,874 | +1,976 | add |
| 424 | HB Wealth Management, LLC | $1.6M | 28,772 | +1,818 | add |
| 425 | Summit Financial, LLC | $1.6M | 28,685 | +399 | add |
| 426 | Clare Market Investments LLC | $1.5M | 28,499 | — | no prior |
| 427 | ALPS ADVISORS INC | $1.5M | 28,472 | −7,791 | trim |
| 428 | Patten Group, Inc. | $1.5M | 28,161 | +972 | add |
| 429 | Global Trust Asset Management, LLC | $1.5M | 28,003 | −501 | trim |
| 430 | Carnegie Lake Advisors LLC | $1.5M | 27,792 | −100 | trim |
| 431 | HF Advisory Group, LLC | $1.5M | 27,193 | +329 | add |
| 432 | WOLVERINE ASSET MANAGEMENT LLC | $1.5M | 26,854 | 0 | no change |
| 433 | Sage Investment Counsel LLC | $1.4M | 26,767 | 0 | no change |
| 434 | SAGESPRING WEALTH PARTNERS, LLC | $1.4M | 26,724 | +2,023 | add |
| 435 | Bleakley Financial Group, LLC | $1.4M | 26,409 | +2,308 | add |
| 436 | CFM WEALTH PARTNERS LLC | $1.4M | 26,264 | 0 | no change |
| 437 | Manhattan West Asset Management, LLC | $1.4M | 25,983 | +2,231 | add |
| 438 | CANANDAIGUA NATIONAL CORP | $1.4M | 25,562 | — | no prior |
| 439 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.4M | 25,382 | +25,382 | new |
| 440 | Inspire Advisors, LLC | $1.4M | 25,260 | +4,392 | add |
| 441 | QRG CAPITAL MANAGEMENT, INC. | $1.4M | 25,140 | −4,866 | trim |
| 442 | QUADRANT CAPITAL GROUP LLC | $1.4M | 24,950 | −13,802 | trim |
| 443 | FIDUCIARY TRUST CO | $1.3M | 24,865 | −11,049 | trim |
| 444 | Focus Financial Network, Inc. | $1.3M | 24,444 | +6,506 | add |
| 445 | MARINO, STRAM & ASSOCIATES LLC | $1.3M | 24,440 | +23 | add |
| 446 | GREAT VALLEY ADVISOR GROUP, INC. | $1.3M | 24,273 | +846 | add |
| 447 | River Street Advisors LLC | $1.3M | 24,244 | +555 | add |
| 448 | SEGALL BRYANT & HAMILL, LLC | $1.3M | 23,926 | 0 | no change |
| 449 | Cumberland Partners Ltd | $1.3M | 23,900 | +9,558 | add |
| 450 | Clear Creek Financial Management, LLC | $1.3M | 23,583 | +2,560 | add |
| 451 | Bangor Savings Bank | $1.3M | 23,406 | −2,363 | trim |
| 452 | ALBERT D MASON INC | $1.3M | 23,241 | +343 | add |
| 453 | Gotham Asset Management, LLC | $1.3M | 23,127 | −37,854 | trim |
| 454 | HOLDERNESS INVESTMENTS CO | $1.2M | 23,047 | −59 | trim |
| 455 | Linscomb Wealth, Inc. | $1.2M | 23,039 | +10,587 | add |
| 456 | Generali Investments CEE, investicni spolecnost, a.s. | $1.2M | 23,022 | +4,000 | add |
| 457 | UMB Bank, n.a. | $1.2M | 23,009 | +1,936 | add |
| 458 | Evercore Wealth Management, LLC | $1.2M | 22,814 | −990 | trim |
| 459 | one8zero8, LLC | $1.2M | 22,771 | −3,126 | trim |
| 460 | SIMPLEX TRADING, LLC | $1.2M | 22,465 | +18,053 | add |
| 461 | PFG Investments, LLC | $1.2M | 22,208 | +202 | add |
| 462 | Brooklyn Investment Group | $1.2M | 22,037 | −376 | trim |
| 463 | Wealth Quarterback LLC | $1.2M | 21,906 | −1,886 | trim |
| 464 | Clearwave Capital, LLC | $1.2M | 21,829 | +120 | add |
| 465 | IEQ CAPITAL, LLC | $1.2M | 21,753 | +7,873 | add |
| 466 | RFG Advisory, LLC | $1.2M | 21,679 | +590 | add |
| 467 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 21,287 | +2,148 | add |
| 468 | Magnetar Financial LLC | $1.2M | 21,281 | +21,281 | new |
| 469 | AssuredPartners Investment Advisors, LLC | $1.1M | 21,360 | +21,360 | new |
| 470 | BLB&B Advisors, LLC | $1.1M | 20,917 | +56 | add |
| 471 | Wilmington Savings Fund Society, FSB | $1.1M | 20,811 | +739 | add |
| 472 | Lee Financial Co | $1.1M | 20,242 | −16,254 | trim |
| 473 | OneDigital Investment Advisors LLC | $1.1M | 20,123 | +377 | add |
| 474 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 20,121 | — | no prior |
| 475 | Pekin Hardy Strauss, Inc. | $1.1M | 20,104 | +22 | add |
| 476 | Keudell/Morrison Wealth Management | $1.1M | 19,965 | −1,564 | trim |
| 477 | TI-TRUST, INC | $1.1M | 19,876 | 0 | no change |
| 478 | Strategic Advisors LLC | $1.1M | 19,821 | −294 | trim |
| 479 | Vigil Wealth Management, LLC | $1.1M | 19,700 | 0 | no change |
| 480 | Alliance Wealth Advisors, LLC | $1.1M | 19,510 | −500 | trim |
| 481 | Accurate Wealth Management, LLC | $1.1M | 19,436 | −2,050 | trim |
| 482 | Code Waechter LLC | $1.0M | 19,279 | −814 | trim |
| 483 | Lantern Wealth Advisors, LLC | $1.0M | 19,196 | −500 | trim |
| 484 | Squarepoint Ops LLC | $1.0M | 19,090 | +19,090 | new |
| 485 | Sumitomo Mitsui DS Asset Management Company, Ltd | $1.0M | 19,057 | +436 | add |
| 486 | MSH Capital Advisors LLC | $1.0M | 19,051 | −635 | trim |
| 487 | DAYMARK WEALTH PARTNERS, LLC | $1.0M | 18,981 | −2,015 | trim |
| 488 | Aptus Capital Advisors, LLC | $1.0M | 18,896 | −40 | trim |
| 489 | NAPLES GLOBAL ADVISORS, LLC | $1.0M | 18,882 | +800 | add |
| 490 | Modern Wealth Management, LLC | $1.0M | 18,851 | +1,169 | add |
| 491 | MONECO ADVISORS, LLC | $1.0M | 18,628 | +389 | add |
| 492 | Smith Salley Wealth Management | $1.0M | 18,549 | −50,064 | trim |
| 493 | Vanguard Personalized Indexing Management, LLC | $1.0M | 18,537 | +801 | add |
| 494 | MARATHON CAPITAL MANAGEMENT | $1.0M | 18,525 | −50 | trim |
| 495 | Fideuram Asset Management (Ireland) dac | $1.0M | 13,834 | +13,834 | new |
| 496 | Essex Financial Services, Inc. | $999K | 18,453 | −1,087 | trim |
| 497 | Wealth Alliance Advisory Group, LLC | $997K | 18,409 | 0 | no change |
| 498 | CALDWELL SUTTER CAPITAL, INC. | $992K | 18,326 | +5 | add |
| 499 | OUTFITTERS FINANCIAL LLC | $989K | 18,275 | +400 | add |
| 500 | Founders Financial Alliance, LLC | $986K | 18,217 | −1,600 | trim |