| 1 | BANK OF AMERICA CORP /DE/ | $4.8B | 11,064,195 | −278,880 | trim |
| 2 | MORGAN STANLEY | $4.7B | 10,912,378 | −2,981,363 | trim |
| 3 | UBS Group AG | $2.8B | 6,583,658 | +897,550 | add |
| 4 | LPL Financial LLC | $2.0B | 4,735,301 | −73,970 | trim |
| 5 | WELLS FARGO & COMPANY/MN | $1.6B | 3,609,205 | −321,685 | trim |
| 6 | First Eagle Investment Management, LLC | $1.1B | 2,455,741 | −19,092 | trim |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.0B | 2,407,083 | −61,886 | trim |
| 8 | ROYAL BANK OF CANADA | $951M | 2,209,393 | −56,160 | trim |
| 9 | CITIGROUP INC | $716M | 1,664,724 | +350,875 | add |
| 10 | BlackRock, Inc. | $649M | 1,508,500 | −1,872,625 | trim |
| 11 | HighTower Advisors, LLC | $614M | 1,426,918 | −41,356 | trim |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $501M | 1,163,890 | +12,856 | add |
| 13 | Comprehensive Financial Management LLC | $494M | 1,147,529 | 0 | no change |
| 14 | Marino Management, LLC | $476M | 1,106,395 | 0 | no change |
| 15 | Bracebridge Capital, LLC | $410M | 953,450 | +554,750 | add |
| 16 | STATE STREET CORP | $405M | 941,071 | +61,170 | add |
| 17 | Rockefeller Capital Management L.P. | $399M | 926,830 | −11,430 | trim |
| 18 | Cetera Investment Advisers | $367M | 852,019 | −37,491 | trim |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $366M | 851,517 | −53,552 | trim |
| 20 | OSAIC HOLDINGS, INC. | $359M | 833,595 | −18,819 | trim |
| 21 | US BANCORP \DE\ | $358M | 831,210 | −1,894 | trim |
| 22 | NORTHERN TRUST CORP | $357M | 830,304 | +81,779 | add |
| 23 | PPSC Investment Service Corp | $336M | 781,981 | +70,775 | add |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $315M | 733,078 | +373,962 | add |
| 25 | STIFEL FINANCIAL CORP | $293M | 679,933 | −62,437 | trim |
| 26 | FIL Ltd | $287M | 666,237 | +306,914 | add |
| 27 | Steward Partners Investment Advisory, LLC | $269M | 625,273 | +34,384 | add |
| 28 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $254M | 590,062 | +43,283 | add |
| 29 | TRUIST FINANCIAL CORP | $247M | 574,274 | −26,668 | trim |
| 30 | Quadrature Capital Ltd | $231M | 537,107 | +537,107 | new |
| 31 | Jain Global LLC | $220M | 511,766 | +358,687 | add |
| 32 | Banco Santander, S.A. | $219M | 509,516 | +136,110 | add |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $210M | 488,169 | +208 | add |
| 34 | Bleichroeder LP | $204M | 475,000 | 0 | no change |
| 35 | Orbis Allan Gray Ltd | $204M | 473,850 | −49,936 | trim |
| 36 | JANE STREET GROUP, LLC | $204M | 473,243 | −867,074 | trim |
| 37 | Sequoia Financial Advisors, LLC | $202M | 469,208 | −4,034 | trim |
| 38 | HARVARD MANAGEMENT CO INC | $200M | 464,450 | −162,000 | trim |
| 39 | Focus Partners Wealth | $193M | 448,597 | −10,350 | trim |
| 40 | Mariner, LLC | $192M | 447,240 | +23,325 | add |
| 41 | TD ASSET MANAGEMENT INC | $191M | 443,742 | +4,099 | add |
| 42 | OpenArc Corporate Advisory, LLC | $186M | 433,029 | +17,136 | add |
| 43 | Cerity Partners LLC | $185M | 430,049 | −8,201 | trim |
| 44 | Kestra Advisory Services, LLC | $184M | 427,919 | +46,120 | add |
| 45 | Brevan Howard Capital Management LP | $184M | 427,603 | +426,608 | add |
| 46 | Proficio Capital Partners LLC | $179M | 415,470 | +69,322 | add |
| 47 | Arnhold LLC | $169M | 392,908 | −111,525 | trim |
| 48 | BLAIR WILLIAM & CO/IL | $166M | 386,735 | +131,532 | add |
| 49 | Corient Private Wealth LLC | $158M | 372,087 | −4,101,609 | trim |
| 50 | AlTi Global, Inc. | $155M | 360,601 | +106 | add |
| 51 | PRUDENTIAL PLC | $151M | 356,021 | +21,925 | add |
| 52 | MML INVESTORS SERVICES, LLC | $148M | 344,770 | −75,076 | trim |
| 53 | CWM, LLC | $142M | 329,282 | −50,818 | trim |
| 54 | London & Capital Asset Management Ltd | $141M | 327,333 | −2,308 | trim |
| 55 | Stenham Asset Management Ltd | $140M | 325,001 | −16,906 | trim |
| 56 | Cresset Asset Management, LLC | $134M | 312,487 | −1,885 | trim |
| 57 | PEAK6 LLC | $134M | 312,356 | +177,948 | add |
| 58 | TD Waterhouse Canada Inc. | $133M | 304,426 | +156,917 | add |
| 59 | Private Advisor Group, LLC | $133M | 309,008 | +22,085 | add |
| 60 | ELEVATION POINT WEALTH PARTNERS, LLC | $132M | 306,968 | +107,799 | add |
| 61 | FIFTH THIRD BANCORP | $128M | 298,497 | +135,373 | add |
| 62 | BAILARD, INC. | $127M | 295,219 | −15,674 | trim |
| 63 | Vestmark Advisory Solutions, Inc. | $124M | 288,898 | +86,077 | add |
| 64 | Dynasty Wealth Management, LLC | $124M | 287,470 | +14,148 | add |
| 65 | CI INVESTMENTS INC. | $121M | 282,364 | +138,846 | add |
| 66 | Lido Advisors, LLC | $119M | 277,495 | −7,217 | trim |
| 67 | ROCKLAND TRUST CO | $118M | 275,003 | −20,415 | trim |
| 68 | Cerity Partners OCIO LLC | $117M | 272,262 | +30,382 | add |
| 69 | NewEdge Advisors, LLC | $117M | 271,252 | +271,252 | new |
| 70 | TUDOR INVESTMENT CORP ET AL | $116M | 269,902 | −208,433 | trim |
| 71 | Atria Investments, Inc | $115M | 268,197 | +54,105 | add |
| 72 | CIBC WORLD MARKET INC. | $114M | 264,780 | −15,481 | trim |
| 73 | Itau Unibanco Holding S.A. | $109M | 254,004 | −29,170 | trim |
| 74 | Concurrent Investment Advisors, LLC | $106M | 247,238 | +108,077 | add |
| 75 | BROWN ADVISORY INC | $106M | 245,846 | +10,087 | add |
| 76 | Pinnacle Financial Partners, Inc. | $104M | 241,242 | −10,648 | trim |
| 77 | Baird Financial Group, Inc. | $102M | 236,225 | +236,225 | new |
| 78 | SCOTIA CAPITAL INC. | $98.5M | 229,013 | +40,385 | add |
| 79 | SHERMAN PORFOLIOS, LLC | $94.1M | 218,753 | +151,641 | add |
| 80 | Creative Planning | $93.7M | 217,826 | −812 | trim |
| 81 | Sanctuary Advisors, LLC | $93.1M | 216,349 | −7,823 | trim |
| 82 | Mesirow Financial Investment Management, Inc. | $87.3M | 202,840 | +40,863 | add |
| 83 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $86.2M | 200,352 | −59,098 | trim |
| 84 | FIRST NATIONAL TRUST CO | $86.0M | 199,770 | −32,675 | trim |
| 85 | Briaud Financial Planning Inc | $85.3M | 198,343 | +39 | add |
| 86 | Fullerton Fund Management Co Ltd. | $84.4M | 196,140 | +33,485 | add |
| 87 | NATIONAL BANK OF CANADA /FI/ | $83.8M | 194,699 | −44,290 | trim |
| 88 | GLENMEDE TRUST CO NA | $82.8M | 192,380 | −6,678 | trim |
| 89 | CITADEL ADVISORS LLC | $80.1M | 186,122 | −1,513,953 | trim |
| 90 | Children's Medical Center Corp | $79.7M | 185,220 | −38,681 | trim |
| 91 | Equitable Holdings, Inc. | $76.5M | 191,716 | +11,194 | add |
| 92 | PINKERTON WEALTH, LLC | $75.8M | 191,349 | +54,535 | add |
| 93 | MERCER GLOBAL ADVISORS INC /ADV | $75.2M | 175,770 | −138,110 | trim |
| 94 | FACTORY MUTUAL INSURANCE CO | $72.5M | 168,500 | −83,600 | trim |
| 95 | HANCOCK WHITNEY CORP | $71.5M | 168,773 | +168,773 | new |
| 96 | DIMENSION CAPITAL MANAGEMENT LLC | $69.8M | 162,310 | −26,413 | trim |
| 97 | AQR CAPITAL MANAGEMENT LLC | $68.8M | 159,928 | +10,396 | add |
| 98 | Independent Advisor Alliance | $68.1M | 158,277 | −44,595 | trim |
| 99 | Pictet North America Advisors SA | $66.8M | 155,961 | +1,796 | add |
| 100 | Beacon Pointe Advisors, LLC | $65.2M | 151,416 | +21,670 | add |
| 101 | GLOBALT Investments LLC / GA | $63.6M | 147,877 | +147,877 | new |
| 102 | &PARTNERS | $61.7M | 143,492 | +7,420 | add |
| 103 | Rice Partnership, LLC | $61.5M | 142,922 | +5,593 | add |
| 104 | Northside Capital Management, LLC | $61.3M | 142,480 | −25,283 | trim |
| 105 | Brookstone Capital Management | $61.2M | 142,192 | −25,745 | trim |
| 106 | IEQ CAPITAL, LLC | $59.0M | 137,200 | +15,634 | add |
| 107 | HSBC HOLDINGS PLC | $58.2M | 135,732 | −1,272,122 | trim |
| 108 | Spider Management Company, LLC | $57.6M | 133,928 | +133,928 | new |
| 109 | Alamea Verwaltungs GmbH | $56.4M | 131,069 | 0 | no change |
| 110 | CWA Asset Management Group, LLC | $56.3M | 130,743 | −36,188 | trim |
| 111 | Private Wealth Advisors, LLC | $56.1M | 130,345 | +62,898 | add |
| 112 | Bleakley Financial Group, LLC | $55.2M | 128,367 | +759 | add |
| 113 | Tanglewood Wealth Management, Inc. | $54.3M | 126,187 | +126,187 | new |
| 114 | Wealthfront Advisers LLC | $54.2M | 125,903 | −3,736 | trim |
| 115 | Perigon Wealth Management, LLC | $52.1M | 121,093 | −17,945 | trim |
| 116 | WS MANAGEMENT LLLP | $51.9M | 120,678 | 0 | no change |
| 117 | Allworth Financial LP | $51.7M | 120,143 | +665 | add |
| 118 | KEYBANK NATIONAL ASSOCIATION/OH | $51.4M | 119,545 | −2,906 | trim |
| 119 | Richard C. Young & CO., LTD. | $51.4M | 119,459 | −2,342 | trim |
| 120 | SMI Advisory Services, LLC | $49.6M | 116,005 | −5,374 | trim |
| 121 | SAPIENT CAPITAL LLC | $48.7M | 113,086 | −146 | trim |
| 122 | Curi Capital, LLC | $47.6M | 110,693 | −3,337 | trim |
| 123 | Envestnet Portfolio Solutions, Inc. | $47.4M | 110,098 | −19 | trim |
| 124 | Redhawk Wealth Advisors, Inc. | $47.1M | 109,512 | −12,196 | trim |
| 125 | CTC LLC | $46.3M | 107,664 | −234,340 | trim |
| 126 | Townsend & Associates, Inc | $46.1M | 105,925 | −714 | trim |
| 127 | LAZARD ASSET MANAGEMENT LLC | $46.1M | 107,144 | +6,767 | add |
| 128 | KESTRA PRIVATE WEALTH SERVICES, LLC | $45.0M | 104,516 | +104,516 | new |
| 129 | Walser Wealth Management Company, A Ltd Liability Co | $44.8M | 104,158 | −30,508 | trim |
| 130 | OPPENHEIMER & CO INC | $44.7M | 103,819 | +4,449 | add |
| 131 | COMMERCE BANK | $44.6M | 103,629 | +21,536 | add |
| 132 | Prospera Financial Services Inc | $44.5M | 103,335 | −6,937 | trim |
| 133 | CREDIT AGRICOLE S A | $43.8M | 101,883 | +26,058 | add |
| 134 | M&T BANK CORP | $43.7M | 101,492 | −4,736 | trim |
| 135 | VISTA FINANCE, LLC | $43.1M | 100,203 | +7,748 | add |
| 136 | DME Capital Management, LP | $42.9M | 99,611 | −70,950 | trim |
| 137 | AMG National Trust Bank | $42.1M | 97,887 | −1,515 | trim |
| 138 | Portfolio Design Labs, LLC | $41.6M | 96,654 | −8,092 | trim |
| 139 | Corecam Pte. Ltd. | $41.4M | 96,100 | +35,710 | add |
| 140 | Chesley Taft & Associates LLC | $41.2M | 95,827 | −20,255 | trim |
| 141 | Third Point LLC | $40.9M | 95,000 | +95,000 | new |
| 142 | FRANKLIN RESOURCES INC | $40.7M | 94,496 | −3,802 | trim |
| 143 | BENJAMIN EDWARDS INC | $40.6M | 94,267 | +3,981 | add |
| 144 | Trilogy Capital Inc. | $40.0M | 93,035 | +12,174 | add |
| 145 | D.A. DAVIDSON & CO. | $40.0M | 92,906 | +1,263 | add |
| 146 | ALLIANCEBERNSTEIN L.P. | $39.0M | 98,314 | +20,881 | add |
| 147 | Pathstone Holdings, LLC | $38.7M | 89,875 | +17,403 | add |
| 148 | Keel Point, LLC | $38.5M | 89,382 | −3,543 | trim |
| 149 | DIVERSIFY WEALTH MANAGEMENT, LLC | $37.7M | 90,388 | +87,237 | add |
| 150 | BANK OF NOVA SCOTIA | $37.7M | 87,589 | +17,230 | add |
| 151 | INSIGNEO ADVISORY SERVICES, LLC | $37.6M | 87,368 | +10,933 | add |
| 152 | Eurizon Asset Management Hungary Ltd. | $37.5M | 87,044 | +87,044 | new |
| 153 | BALDWIN WEALTH PARTNERS LLC/MA | $37.0M | 85,975 | +5,821 | add |
| 154 | Sicart Associates LLC | $36.2M | 84,144 | −5,531 | trim |
| 155 | RENAISSANCE TECHNOLOGIES LLC | $35.7M | 83,059 | +15,979 | add |
| 156 | SCS Capital Management LLC | $35.4M | 82,193 | −2,853 | trim |
| 157 | Ashton Thomas Private Wealth, LLC | $35.4M | 82,170 | −20,034 | trim |
| 158 | MinichMacGregor Wealth Management, LLC | $35.2M | 81,912 | −15,186 | trim |
| 159 | INDEPENDENT FINANCIAL GROUP, LLC | $34.7M | 80,696 | — | no prior |
| 160 | Marex Group Ltd | $34.6M | 80,393 | +70,231 | add |
| 161 | GUGGENHEIM CAPITAL LLC | $34.5M | 80,089 | +5,234 | add |
| 162 | Essex Financial Services, Inc. | $34.2M | 79,590 | −2,457 | trim |
| 163 | Ascent Group, LLC | $34.1M | 79,353 | −5,816 | trim |
| 164 | Federation des caisses Desjardins du Quebec | $33.8M | 78,627 | +4,067 | add |
| 165 | Waverly Advisors, LLC | $33.6M | 78,002 | +6,397 | add |
| 166 | Polymer Capital Management (HK) LTD | $33.1M | 77,037 | −7,013 | trim |
| 167 | Stratos Wealth Partners, LTD. | $32.6M | 75,798 | +5,053 | add |
| 168 | Lee Financial Co | $32.1M | 74,497 | −1,846 | trim |
| 169 | Stonebridge Financial Group, LLC | $31.6M | 73,489 | −14,553 | trim |
| 170 | Evercore Wealth Management, LLC | $31.1M | 72,330 | −1,504 | trim |
| 171 | Pine Ridge Advisers LLC | $30.6M | 71,225 | 0 | no change |
| 172 | Consolidated Portfolio Review Corp | $30.6M | 71,225 | 0 | no change |
| 173 | Mirae Asset Global Investments Co., Ltd. | $30.4M | 70,753 | −48,212 | trim |
| 174 | Evolution Wealth Advisors, LLC | $30.2M | 70,286 | +8,959 | add |
| 175 | Rothschild Capital Partners, LLC | $29.9M | 69,567 | +60 | add |
| 176 | Robertson Stephens Wealth Management, LLC | $29.8M | 69,304 | +3,072 | add |
| 177 | NORTHCAPE WEALTH MANAGEMENT, LLC | $29.8M | 69,251 | −3,715 | trim |
| 178 | AlphaCore Capital LLC | $29.7M | 68,917 | −8,931 | trim |
| 179 | HB Wealth Management, LLC | $29.5M | 68,661 | +1,331 | add |
| 180 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $29.5M | 68,511 | −5,716 | trim |
| 181 | Mader & Shannon Wealth Management, Inc. | $29.3M | 68,178 | −14,781 | trim |
| 182 | TWIN FOCUS CAPITAL PARTNERS, LLC | $29.1M | 67,740 | −593 | trim |
| 183 | Riggs Asset Managment Co. Inc. | $29.0M | 67,483 | −10,453 | trim |
| 184 | Argos Wealth Advisors, LLC | $28.9M | 67,123 | −289 | trim |
| 185 | WELLINGTON MANAGEMENT GROUP LLP | $28.7M | 66,690 | −22,855 | trim |
| 186 | CENTRAL TRUST Co | $28.7M | 66,618 | −4,218 | trim |
| 187 | WNY Asset Management, LLC | $28.2M | 65,501 | — | no prior |
| 188 | Bedell Frazier Investment Counselling, LLC | $27.9M | 64,755 | −1,253 | trim |
| 189 | Horizon Wealth Management, LLC | $27.8M | 64,634 | +20,186 | add |
| 190 | Intrua Financial, LLC | $27.7M | 64,461 | −26,483 | trim |
| 191 | LMR Partners LLP | $27.2M | 63,309 | +38,059 | add |
| 192 | Bayshore Capital Advisors, LLC | $27.1M | 62,942 | −1,823 | trim |
| 193 | Omnia Family Wealth, LLC | $26.7M | 62,002 | −540 | trim |
| 194 | SHUFRO ROSE & CO LLC | $26.5M | 61,702 | +139 | add |
| 195 | Evelyn Partners Asset Management Ltd | $26.5M | 61,557 | −7,573 | trim |
| 196 | Bulltick Wealth Management, LLC | $26.3M | 61,119 | +7,116 | add |
| 197 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $26.1M | 60,767 | +241 | add |
| 198 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $26.1M | 60,752 | −1,098 | trim |
| 199 | Measured Wealth Private Client Group, LLC | $26.0M | 60,432 | −4,710 | trim |
| 200 | AE Wealth Management LLC | $25.3M | 58,726 | −12,947 | trim |
| 201 | Avior Wealth Management, LLC | $25.3M | 58,721 | +34,783 | add |
| 202 | J.W. COLE ADVISORS, INC. | $25.2M | 58,492 | +2,292 | add |
| 203 | Union Bancaire Privee, UBP SA | $25.0M | 61,123 | −90,867 | trim |
| 204 | Summit Financial, LLC | $24.8M | 57,649 | −2,735 | trim |
| 205 | Quantinno Capital Management LP | $24.4M | 56,710 | +28,559 | add |
| 206 | FIDELIS CAPITAL PARTNERS, LLC | $24.2M | 56,187 | +5,217 | add |
| 207 | Kingsview Wealth Management, LLC | $24.0M | 55,883 | −207 | trim |
| 208 | Vontobel Holding Ltd. | $24.0M | 55,807 | −315 | trim |
| 209 | MAI Capital Management | $24.0M | 55,760 | +4,368 | add |
| 210 | DRW Securities, LLC | $24.0M | 55,739 | −43,359 | trim |
| 211 | Knollwood Investment Advisory, LLC | $23.9M | 55,631 | 0 | no change |
| 212 | BRIGHT FINANCIAL ADVISORS, INC. | $23.8M | 55,284 | −1,294 | trim |
| 213 | Evelyn Partners Investment Management (Europe) Ltd | $23.7M | 55,050 | −224 | trim |
| 214 | Parametrica Management Ltd | $23.7M | 55,000 | +55,000 | new |
| 215 | EVOKE WEALTH, LLC | $23.6M | 54,900 | −720 | trim |
| 216 | EP Wealth Advisors, LLC | $23.5M | 54,704 | +5,740 | add |
| 217 | MGO ONE SEVEN LLC | $23.4M | 54,376 | −2,591 | trim |
| 218 | ARS Wealth Advisors Group, LLC | $23.2M | 53,901 | −5,377 | trim |
| 219 | Impact Partnership Wealth, LLC | $23.2M | 53,850 | +15,207 | add |
| 220 | James Hambro & Partners LLP | $22.9M | 53,190 | −7,248 | trim |
| 221 | University of Illinois Foundation | $22.7M | 52,785 | +52,785 | new |
| 222 | Dynamic Advisor Solutions LLC | $22.6M | 52,418 | +764 | add |
| 223 | FFG Partners, LLC | $22.4M | 52,029 | −3,752 | trim |
| 224 | Pinpoint Asset Management (Singapore) Pte. Ltd. | $22.2M | 51,590 | 0 | no change |
| 225 | Members Advisory Group LLC | $22.2M | 51,522 | +11,269 | add |
| 226 | Csenge Advisory Group | $22.2M | 51,478 | −11,468 | trim |
| 227 | CIBC Bancorp USA Inc. | $21.9M | 51,007 | — | no prior |
| 228 | Pettinga Financial Advisors LLC | $21.9M | 50,985 | −1,036 | trim |
| 229 | Corecam AG | $21.9M | 50,963 | +13,480 | add |
| 230 | LEVEL FOUR ADVISORY SERVICES, LLC | $21.9M | 50,883 | +6,514 | add |
| 231 | Snowden Capital Advisors LLC | $21.9M | 50,850 | −1,764 | trim |
| 232 | RS CRUM INC. | $21.6M | 50,264 | −4,221 | trim |
| 233 | COBALT CAPITAL MANAGEMENT, INC. | $21.5M | 50,000 | −25,000 | trim |
| 234 | Intrinsic Edge Capital Management LLC | $21.5M | 50,000 | 0 | no change |
| 235 | Point72 Asset Management, L.P. | $21.5M | 49,851 | +38,551 | add |
| 236 | Western Wealth Management, LLC | $21.4M | 49,670 | +49,670 | new |
| 237 | PFG Advisors | $21.2M | 49,200 | −4,753 | trim |
| 238 | Strategic Wealth Investment Group, LLC | $20.7M | 48,154 | −1,653 | trim |
| 239 | Bank Pictet & Cie (Europe) AG | $20.6M | 48,023 | +3,293 | add |
| 240 | Schonfeld Strategic Advisors LLC | $20.4M | 47,362 | +9,582 | add |
| 241 | Sassicaia Capital Advisers LLC | $20.3M | 47,120 | +38,120 | add |
| 242 | IHT Wealth Management, LLC | $20.3M | 47,087 | −3,117 | trim |
| 243 | MARSHALL INVESTMENT MANAGEMENT, LLC | $20.2M | 47,049 | −1,363 | trim |
| 244 | Ellsworth Advisors, LLC | $20.1M | 46,734 | +1,451 | add |
| 245 | Sigma Planning Corp | $20.1M | 46,617 | −12,371 | trim |
| 246 | GC Wealth Management RIA, LLC | $19.8M | 46,130 | −15,327 | trim |
| 247 | AXXCESS WEALTH MANAGEMENT, LLC | $19.8M | 46,021 | −1,141 | trim |
| 248 | Westover Capital Advisors, LLC | $19.6M | 45,512 | −2,811 | trim |
| 249 | Dakota Wealth Management | $19.4M | 45,145 | −7,108 | trim |
| 250 | Cassia Capital Partners, LLC | $19.3M | 44,954 | −266 | trim |
| 251 | Hamilton Wealth, LLC | $19.3M | 44,895 | −4,799 | trim |
| 252 | FIDUCIARY TRUST CO | $19.2M | 44,683 | −1,213 | trim |
| 253 | PRELUDE CAPITAL MANAGEMENT, LLC | $19.2M | 44,591 | −40,653 | trim |
| 254 | BBR PARTNERS, LLC | $19.2M | 44,526 | +746 | add |
| 255 | ASSETMARK, INC | $19.1M | 44,314 | +892 | add |
| 256 | PATTEN & PATTEN INC/TN | $19.1M | 44,288 | +7,447 | add |
| 257 | DSG Capital Advisors, LLC | $19.0M | 44,160 | +114 | add |
| 258 | Ascent Wealth Partners, LLC | $18.8M | 43,734 | +1,624 | add |
| 259 | BTG Pactual Asset Management US LLC | $18.7M | 43,399 | +5,801 | add |
| 260 | Perennial Advisors, LLC | $18.7M | 43,388 | −49 | trim |
| 261 | EXENCIAL WEALTH ADVISORS, LLC | $18.6M | 43,224 | −16,185 | trim |
| 262 | FIRST MANHATTAN CO. LLC. | $18.6M | 43,159 | −1,775 | trim |
| 263 | Wealthspire Advisors, LLC | $18.6M | 43,115 | −11,031 | trim |
| 264 | Palumbo Wealth Management LLC | $18.5M | 43,064 | −513 | trim |
| 265 | XML Financial, LLC | $18.4M | 42,807 | +2,695 | add |
| 266 | Gladstone Institutional Advisory LLC | $18.4M | 42,770 | −2,951 | trim |
| 267 | Gruss & Co., LLC | $18.3M | 42,500 | −6,500 | trim |
| 268 | Clearstead Advisors, LLC | $18.2M | 42,196 | −913 | trim |
| 269 | BFSG, LLC | $17.8M | 41,401 | −23 | trim |
| 270 | Harvest Investment Services, LLC | $17.8M | 41,340 | −8,967 | trim |
| 271 | Stratos Wealth Advisors, LLC | $17.8M | 41,330 | +374 | add |
| 272 | ACORN CREEK CAPITAL LLC | $17.7M | 41,179 | −6,313 | trim |
| 273 | Prairie Wealth Advisors, Inc. | $17.5M | 0 | 0 | no change |
| 274 | Jacobi Capital Management LLC | $17.5M | 40,559 | +638 | add |
| 275 | Sarasin & Partners LLP | $17.4M | 40,468 | −10,215 | trim |
| 276 | Blue Fin Capital, Inc. | $17.4M | 40,402 | −197 | trim |
| 277 | ADAPT Investment Managers SA | $17.3M | 40,240 | −99,660 | trim |
| 278 | Three Bridge Wealth Advisors, LLC | $17.3M | 40,221 | −1,465 | trim |
| 279 | Lake Hills Wealth Management, LLC | $17.2M | 40,051 | +2,182 | add |
| 280 | INTREPID FAMILY OFFICE LLC | $17.2M | 40,000 | 0 | no change |
| 281 | McElhenny Sheffield Capital Management, LLC | $17.2M | 39,862 | +39,862 | new |
| 282 | Apollon Wealth Management, LLC | $17.2M | 39,858 | +1,580 | add |
| 283 | Symphony Financial, Ltd. Co. | $17.0M | 40,140 | −887 | trim |
| 284 | Brown University | $17.0M | 39,500 | 0 | no change |
| 285 | Client First Capital LLC | $17.0M | 39,463 | −3,417 | trim |
| 286 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $16.8M | 39,042 | +3,631 | add |
| 287 | FOURPATH CAPITAL MANAGEMENT, LLC | $16.8M | 38,955 | −2,017 | trim |
| 288 | E&G Advisors, LLC | $16.7M | 38,899 | −1,093 | trim |
| 289 | Checchi Capital Advisers, LLC | $16.7M | 38,872 | −12,620 | trim |
| 290 | EDMOND DE ROTHSCHILD HOLDING S.A. | $16.7M | 38,751 | −23,569 | trim |
| 291 | CITIZENS FINANCIAL GROUP INC/RI | $16.4M | 38,103 | −682 | trim |
| 292 | Fortis Group Advisors, LLC | $16.4M | 38,698 | +2,961 | add |
| 293 | Greenbush Financial Group, LLC | $16.3M | 37,945 | −4,813 | trim |
| 294 | Merit Financial Group, LLC | $16.3M | 37,915 | +552 | add |
| 295 | U.S. Capital Wealth Advisors, LLC | $16.1M | 37,532 | +1,372 | add |
| 296 | AVALON CAPITAL MANAGEMENT | $16.1M | 37,468 | −6,261 | trim |
| 297 | Cadence Wealth Management LLC | $16.1M | 37,424 | +242 | add |
| 298 | Mutual Advisors, LLC | $16.1M | 37,358 | +3,531 | add |
| 299 | VestGen Advisors, LLC | $16.0M | 36,941 | −2,200 | trim |
| 300 | Choate Investment Advisors | $15.9M | 37,066 | −2,205 | trim |
| 301 | Janus Henderson Group Ltd. | $15.9M | 37,044 | +7,523 | add |
| 302 | Ballentine Partners, LLC | $15.9M | 36,970 | −2,967 | trim |
| 303 | ICONIQ Capital, LLC | $15.9M | 36,920 | 0 | no change |
| 304 | PARSONS CAPITAL MANAGEMENT INC/RI | $15.8M | 36,762 | −99 | trim |
| 305 | Fortis Capital Management LLC | $15.8M | 36,758 | +1,035 | add |
| 306 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $15.7M | 36,449 | −7,561 | trim |
| 307 | Sugar Maple Asset Management, LLC | $15.6M | 36,356 | +1,710 | add |
| 308 | Gateway Wealth Partners, LLC | $15.6M | 36,184 | +28,287 | add |
| 309 | Targeted Financial Services LLC | $15.6M | 36,171 | −3,907 | trim |
| 310 | Portman Square Capital LLP | $15.5M | 36,000 | +36,000 | new |
| 311 | SageGuard Financial Group, LLC | $15.5M | 35,985 | −14,655 | trim |
| 312 | swisspartners Advisors Ltd | $15.3M | 35,690 | 0 | no change |
| 313 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $15.2M | 35,375 | −3,430 | trim |
| 314 | NWAM LLC | $15.2M | 35,316 | +932 | add |
| 315 | OMC Financial Services LTD | $15.0M | 34,804 | +842 | add |
| 316 | DAVENPORT & Co LLC | $14.8M | 34,353 | −5,885 | trim |
| 317 | Aspire Capital Advisors LLC | $14.8M | 34,300 | +4,548 | add |
| 318 | MILLENNIUM MANAGEMENT LLC | $14.7M | 34,219 | −20,420 | trim |
| 319 | LEVIN CAPITAL STRATEGIES, L.P. | $14.7M | 34,155 | −7,118 | trim |
| 320 | PFG Investments, LLC | $14.7M | 34,065 | −1,165 | trim |
| 321 | World Investment Advisors | $14.6M | 34,009 | +1,231 | add |
| 322 | OmniStar Financial Group, Inc. | $14.6M | 33,838 | −1,150 | trim |
| 323 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.5M | 33,767 | −55,502 | trim |
| 324 | Oliver Luxxe Assets LLC | $14.4M | 33,423 | −10,932 | trim |
| 325 | ACT WEALTH MANAGEMENT, LLC | $14.4M | 33,422 | −38,171 | trim |
| 326 | Circle Wealth Management, LLC | $14.3M | 33,304 | +865 | add |
| 327 | Composition Wealth, LLC | $14.3M | 33,224 | +2,652 | add |
| 328 | FMR LLC | $14.2M | 33,018 | +2,489 | add |
| 329 | Stonehage Fleming Financial Services Holdings Ltd | $14.1M | 32,879 | −8,367 | trim |
| 330 | Lifeworks Advisors, LLC | $14.1M | 32,836 | +6,329 | add |
| 331 | ASSOCIATED BANC-CORP | $14.0M | 32,464 | −197 | trim |
| 332 | Narus Financial Partners, LLC | $14.0M | 32,445 | −143 | trim |
| 333 | STEPHENS INC /AR/ | $13.9M | 31,649 | −784 | trim |
| 334 | Squarepoint Ops LLC | $13.9M | 32,225 | −28,314 | trim |
| 335 | GREAT VALLEY ADVISOR GROUP, INC. | $13.9M | 32,217 | −1,732 | trim |
| 336 | FAS Wealth Partners, Inc. | $13.8M | 32,165 | +7,341 | add |
| 337 | HELIOS CAPITAL MANAGEMENT PTE. LTD | $13.8M | 32,000 | 0 | no change |
| 338 | LFA - Lugano Financial Advisors SA | $13.5M | 31,385 | +1 | add |
| 339 | FLAX POND CAPITAL, LLC | $13.5M | 31,357 | −1,650 | trim |
| 340 | Scarborough Advisors, LLC | $13.5M | 31,271 | −3,681 | trim |
| 341 | DDFG, Inc | $13.3M | 30,960 | −2,193 | trim |
| 342 | Kovack Advisors, Inc. | $13.2M | 30,435 | +2,364 | add |
| 343 | LTS Liquid Investments LLC | $13.2M | 30,710 | −11,440 | trim |
| 344 | Krane Financial Solutions LLC | $13.1M | 30,381 | — | no prior |
| 345 | Spire Wealth Management | $13.1M | 30,381 | −53 | trim |
| 346 | Conservest Capital Advisors, Inc. | $13.0M | 30,142 | +440 | add |
| 347 | TCM Advisors, LLC | $13.0M | 30,122 | +276 | add |
| 348 | Focus Financial Network, Inc. | $12.9M | 30,094 | −3,430 | trim |
| 349 | E Fund Management Co., Ltd. | $12.9M | 30,033 | — | no prior |
| 350 | Senator Investment Group LP | $12.9M | 30,000 | 0 | no change |
| 351 | GenTrust, LLC | $12.8M | 29,847 | +922 | add |
| 352 | Wealthcare Advisory Partners LLC | $12.8M | 29,834 | +2 | add |
| 353 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $12.7M | 29,541 | −10,955 | trim |
| 354 | Quantum Capital Management, LLC / NJ | $12.6M | 29,208 | −901 | trim |
| 355 | Blue Trust, Inc. | $12.5M | 29,138 | +1,198 | add |
| 356 | Rehmann Capital Advisory Group | $12.5M | 29,130 | +1,770 | add |
| 357 | 1 NORTH WEALTH SERVICES LLC | $12.4M | 28,910 | −169 | trim |
| 358 | Independence Financial Advisors, LLC | $12.4M | 28,743 | +25,915 | add |
| 359 | Nicholson Meyer Capital Management, Inc. | $12.3M | 28,702 | −5,670 | trim |
| 360 | Joel Isaacson & Co., LLC | $12.3M | 28,616 | +893 | add |
| 361 | MONECO ADVISORS, LLC | $12.3M | 28,577 | +716 | add |
| 362 | IronBridge Private Wealth, LLC | $12.3M | 28,575 | −7,186 | trim |
| 363 | CARDIFF PARK ADVISORS, LLC | $12.3M | 28,476 | +28,476 | new |
| 364 | 1834 INVESTMENT ADVISORS CO | $12.1M | 28,228 | +619 | add |
| 365 | GENESIS PRIVATE WEALTH, LLC | $12.1M | 28,044 | −383 | trim |
| 366 | OneDigital Investment Advisors LLC | $12.1M | 28,020 | −1,679 | trim |
| 367 | RAINEY & RANDALL WEALTH ADVISORS INC. | $11.9M | 27,640 | −95 | trim |
| 368 | FLAGSHIP HARBOR ADVISORS, LLC | $11.9M | 27,620 | +27,620 | new |
| 369 | Eagle Strategies LLC | $11.9M | 27,547 | −2,352 | trim |
| 370 | Sharp Wealth Advisory, LLC | $11.8M | 27,431 | +45 | add |
| 371 | Compass Wealth Management, LLC/GA | $11.8M | 27,362 | −3,487 | trim |
| 372 | Independent Family Office, LLC | $11.7M | 27,167 | −2,641 | trim |
| 373 | Bellwether Advisors, LLC | $11.7M | 27,125 | +27,125 | new |
| 374 | Verition Fund Management LLC | $11.6M | 26,959 | −16,556 | trim |
| 375 | Tamar Securities, LLC | $11.6M | 26,920 | +725 | add |
| 376 | Gotham Asset Management, LLC | $11.5M | 26,807 | +7,536 | add |
| 377 | QUATTRO FINANCIAL ADVISORS LLC | $11.5M | 26,675 | +11,571 | add |
| 378 | Independent Wealth Advisors LLC | $11.4M | 26,530 | — | no prior |
| 379 | Park Edge Advisors, LLC | $11.4M | 26,418 | −1,939 | trim |
| 380 | Integrated Advisors Network LLC | $11.4M | 26,416 | −17,565 | trim |
| 381 | Boston Partners | $11.3M | 6,451 | 0 | no change |
| 382 | EFG International AG | $11.3M | 26,321 | −3,163 | trim |
| 383 | Capital Investment Advisory Services, LLC | $11.3M | 26,299 | −152 | trim |
| 384 | Arch Global Advisors, LLC | $11.3M | 26,261 | — | no prior |
| 385 | First Trust Bank, Ltd. | $11.1M | 25,688 | +3,918 | add |
| 386 | Larson Financial Group LLC | $11.0M | 25,595 | −10,456 | trim |
| 387 | Three Seasons Wealth, LLC | $11.0M | 25,545 | +1,538 | add |
| 388 | Atlantic Union Bankshares Corp | $11.0M | 25,523 | −3,147 | trim |
| 389 | HUB Investment Partners, LLC | $10.9M | 25,287 | +15,760 | add |
| 390 | COREPATH WEALTH PARTNERS LLC | $10.9M | 25,027 | −1,147 | trim |
| 391 | Savant Capital, LLC | $10.8M | 25,205 | −596 | trim |
| 392 | Redwood Park Advisors LLC | $10.8M | 25,172 | −96 | trim |
| 393 | Coastline Trust Co | $10.7M | 24,972 | +22,923 | add |
| 394 | Skylands Capital, LLC | $10.6M | 24,740 | −300 | trim |
| 395 | NewEdge Wealth, LLC | $10.6M | 24,687 | −498 | trim |
| 396 | Allie Family Office LLC | $10.6M | 24,642 | +1,876 | add |
| 397 | Royal Fund Management, LLC | $10.5M | 24,508 | −16,123 | trim |
| 398 | Twin Tree Management, LP | $10.5M | 24,477 | +18,986 | add |
| 399 | PETRA FINANCIAL ADVISORS INC | $10.5M | 24,344 | +1,332 | add |
| 400 | SCHWARTZ INVESTMENT COUNSEL INC | $10.5M | 24,344 | 0 | no change |
| 401 | PCG Wealth Advisors, LLC | $10.4M | 24,257 | −4,186 | trim |
| 402 | Grove Bank & Trust | $10.3M | 23,930 | −695 | trim |
| 403 | Geneos Wealth Management Inc. | $10.3M | 23,918 | −3,935 | trim |
| 404 | Ameritas Advisory Services, LLC | $10.2M | 23,796 | −2,927 | trim |
| 405 | ADVISORTRUST PARTNERS, LLC | $10.2M | 23,789 | −4,629 | trim |
| 406 | B. Riley Wealth Advisors, Inc. | $10.2M | 24,684 | −16,237 | trim |
| 407 | CPR Investments Inc. | $10.2M | 23,692 | −2,186 | trim |
| 408 | AAF Wealth Management, LLC | $10.2M | 23,622 | +22,903 | add |
| 409 | Sovran Advisors, LLC | $10.2M | 23,972 | −80 | trim |
| 410 | Gordian Capital Singapore Pte Ltd | $10.1M | 23,500 | +23,500 | new |
| 411 | Savvy Advisors, Inc. | $10.1M | 23,466 | +5,071 | add |
| 412 | Oxler Private Wealth LLC | $10.1M | 23,379 | 0 | no change |
| 413 | CHOREO, LLC | $10.1M | 23,378 | +8,786 | add |
| 414 | Hibernia Wealth Partners, LLC | $10.0M | 23,282 | −7,205 | trim |
| 415 | Pitcairn Wealth Advisors LLC | $10.0M | 25,110 | −930 | trim |
| 416 | Oxbow Advisors, LLC | $9.9M | 23,089 | +3,975 | add |
| 417 | NATIXIS | $9.9M | 23,034 | −10,282 | trim |
| 418 | waypoint wealth counsel | $9.8M | 22,888 | −4,400 | trim |
| 419 | Yarbrough Capital, LLC | $9.8M | 22,747 | 0 | no change |
| 420 | OneAscent Financial Services LLC | $9.8M | 22,737 | +3,622 | add |
| 421 | JOHNSON INVESTMENT COUNSEL INC | $9.8M | 22,679 | +22,679 | new |
| 422 | Tepp RIA, LLC | $9.8M | 22,669 | +1,356 | add |
| 423 | Beacon Capital Management, Inc. | $9.7M | 22,612 | — | no prior |
| 424 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.7M | 22,544 | +22,544 | new |
| 425 | TCTC Holdings, LLC | $9.6M | 22,367 | +120 | add |
| 426 | BECKER CAPITAL MANAGEMENT INC | $9.6M | 22,292 | +5 | add |
| 427 | Qube Research & Technologies Ltd | $9.6M | 22,252 | −40,921 | trim |
| 428 | Elite Wealth Management, Inc. | $9.6M | 22,226 | −1,503 | trim |
| 429 | Curated Wealth Partners LLC | $9.5M | 22,145 | −13 | trim |
| 430 | MUHLENKAMP & CO INC | $9.5M | 22,083 | −218 | trim |
| 431 | Brookwood Investment Group LLC | $9.4M | 21,956 | +101 | add |
| 432 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $9.4M | 21,907 | −835 | trim |
| 433 | National Philanthropic Trust | $9.4M | 21,889 | — | no prior |
| 434 | Vivaldi Capital Management LP | $9.3M | 21,706 | +649 | add |
| 435 | Mirador Capital Partners LP | $9.3M | 21,611 | +18,543 | add |
| 436 | NDWM LLC | $9.3M | 21,594 | +1,240 | add |
| 437 | Accurate Wealth Management, LLC | $9.3M | 21,184 | −1,242 | trim |
| 438 | Addison Capital Co | $9.2M | 21,451 | +5,494 | add |
| 439 | HEADINVEST, LLC | $9.2M | 21,404 | +1,635 | add |
| 440 | Aptus Capital Advisors, LLC | $9.2M | 21,385 | −1,101 | trim |
| 441 | WealthBridge Capital Management, LLC | $9.2M | 21,356 | −351 | trim |
| 442 | Callan Family Office, LLC | $9.2M | 21,321 | +2,415 | add |
| 443 | Biltmore Wealth Management, LLC | $9.1M | 21,198 | −4,822 | trim |
| 444 | WCG Wealth Advisors LLC | $9.1M | 21,187 | +559 | add |
| 445 | Tidal Investments LLC | $9.1M | 21,172 | −125,403 | trim |
| 446 | LS Investment Advisors, LLC | $9.1M | 21,055 | −1,654 | trim |
| 447 | HOWLAND CAPITAL MANAGEMENT LLC | $9.0M | 21,003 | 0 | no change |
| 448 | Koshinski Asset Management, Inc. | $9.0M | 20,960 | −262 | trim |
| 449 | FORTRESS PRIVATE LEDGER, LLC | $8.9M | 20,790 | +1,675 | add |
| 450 | Retirement Planning Group, LLC | $8.9M | 20,788 | +1,903 | add |
| 451 | Cranbrook Wealth Management, LLC | $8.9M | 20,638 | −2,117 | trim |
| 452 | Hilltop Holdings Inc. | $8.8M | 20,439 | −3,845 | trim |
| 453 | TSP Capital Management Group, LLC | $8.8M | 20,414 | −20,055 | trim |
| 454 | Stonehearth Capital Management, LLC | $8.8M | 20,394 | −2,018 | trim |
| 455 | MONTAG A & ASSOCIATES INC | $8.7M | 20,274 | +2,719 | add |
| 456 | Ausdal Financial Partners, Inc. | $8.7M | 20,252 | −2,756 | trim |
| 457 | PRINCIPAL SECURITIES, INC. | $8.7M | 20,189 | +2,397 | add |
| 458 | RFG Advisory, LLC | $8.6M | 19,980 | −169 | trim |
| 459 | Apella Capital, LLC | $8.6M | 19,240 | +1,076 | add |
| 460 | Freestone Capital Holdings, LLC | $8.5M | 19,818 | −1,587 | trim |
| 461 | 5th Street Advisors, LLC | $8.5M | 19,772 | −330 | trim |
| 462 | United Asset Strategies, Inc. | $8.5M | 19,763 | −119 | trim |
| 463 | Cornerstone Wealth Management, LLC | $8.5M | 19,650 | +2,649 | add |
| 464 | COLDSTREAM CAPITAL MANAGEMENT INC | $8.4M | 19,590 | −283 | trim |
| 465 | WealthCare Asset Management, LLC | $8.4M | 19,581 | −10,998 | trim |
| 466 | SHRIER WEALTH MANAGEMENT, LLC | $8.4M | 19,434 | −5,554 | trim |
| 467 | Alaethes Wealth, LLC | $8.3M | 19,285 | −127 | trim |
| 468 | Delos Wealth Advisors, LLC | $8.3M | 19,239 | +128 | add |
| 469 | Vise Technologies, Inc. | $8.2M | 20,762 | 0 | no change |
| 470 | Sequent Planning LLC | $8.2M | 19,062 | −2,029 | trim |
| 471 | TigerOak Management, L.L.C. | $8.2M | 18,998 | −296 | trim |
| 472 | St. Johns Investment Management Company, LLC | $8.2M | 18,979 | −1,410 | trim |
| 473 | Curry Webb Wealth Management LLC | $8.1M | 18,914 | — | no prior |
| 474 | GKV Capital Management Co., Inc. | $8.1M | 18,888 | +126 | add |
| 475 | VVR Holdings LLC | $8.1M | 18,819 | −5,448 | trim |
| 476 | Prostatis Group LLC | $8.1M | 18,776 | −596 | trim |
| 477 | Van Hulzen Asset Management, LLC | $8.1M | 18,772 | −7,160 | trim |
| 478 | Granite Bay Wealth Management, LLC | $8.1M | 18,731 | +1,609 | add |
| 479 | Bank Julius Baer & Co. Ltd, Zurich | $8.1M | 18,712 | +7,205 | add |
| 480 | McBroom & Associates, LLC | $8.0M | 18,584 | −1,774 | trim |
| 481 | SeaCrest Wealth Management, LLC | $8.0M | 18,518 | +510 | add |
| 482 | Smart Money Group LLC | $7.9M | 18,437 | −220 | trim |
| 483 | ZACKS INVESTMENT MANAGEMENT | $7.9M | 18,434 | −1,293 | trim |
| 484 | Kessler Investment Group, LLC | $7.9M | 18,384 | +16,682 | add |
| 485 | INTEGRITY ALLIANCE, LLC. | $7.9M | 18,356 | −11,945 | trim |
| 486 | VectorGlobal IAG, Inc. | $7.9M | 18,312 | — | no prior |
| 487 | Sepio Capital, LP | $7.8M | 18,077 | −1,340 | trim |
| 488 | Bryn Mawr Trust Advisors, LLC | $7.7M | 17,873 | +1,343 | add |
| 489 | McGuire Investment Group, LLC | $7.7M | 17,798 | +51 | add |
| 490 | Regal Investment Advisors LLC | $7.6M | 17,756 | −339 | trim |
| 491 | Sound View Wealth Advisors Group, LLC | $7.6M | 17,735 | +1,297 | add |
| 492 | BANQUE PICTET & CIE SA | $7.6M | 17,786 | +3,961 | add |
| 493 | HAMEL ASSOCIATES, INC. | $7.6M | 17,707 | −160 | trim |
| 494 | Prosperity Consulting Group, LLC | $7.6M | 17,664 | +238 | add |
| 495 | ExodusPoint Capital Management, LP | $7.6M | 17,663 | +17,663 | new |
| 496 | Orion Porfolio Solutions, LLC | $7.5M | 17,442 | −9,517 | trim |
| 497 | EVEXIA WEALTH LLC | $7.4M | 17,081 | +826 | add |
| 498 | Segment Wealth Management, LLC | $7.4M | 17,245 | −430 | trim |
| 499 | GUIDANCE CAPITAL, INC | $7.4M | 17,736 | +4,491 | add |
| 500 | Synergy Asset Management, LLC | $7.4M | 17,215 | +8,679 | add |