| 1 | STATE STREET CORP | $622M | 27,478,133 | +160,587 | add |
| 2 | BlackRock, Inc. | $537M | 23,711,352 | −1,065,863 | trim |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $437M | 19,273,214 | — | no prior |
| 4 | Invesco Ltd. | $338M | 14,918,080 | +5,041,779 | add |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $333M | 14,683,128 | — | no prior |
| 6 | TWO SIGMA INVESTMENTS, LP | $271M | 11,986,728 | +7,542,742 | add |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $184M | 8,168,491 | +87,659 | add |
| 8 | MORGAN STANLEY | $162M | 7,141,040 | +686,019 | add |
| 9 | DIMENSIONAL FUND ADVISORS LP | $155M | 6,849,174 | +134,983 | add |
| 10 | ProShare Advisors LLC | $155M | 6,822,917 | +204,162 | add |
| 11 | UBS Group AG | $108M | 4,758,890 | +1,717,137 | add |
| 12 | CITADEL ADVISORS LLC | $98.2M | 4,335,830 | −1,656,685 | trim |
| 13 | MAIRS & POWER INC | $77.4M | 3,417,959 | −371,554 | trim |
| 14 | Nuveen, LLC | $70.8M | 3,124,443 | +2,442,521 | add |
| 15 | NORTHERN TRUST CORP | $67.5M | 2,980,490 | −83,357 | trim |
| 16 | FIRST TRUST ADVISORS LP | $64.4M | 2,843,537 | −95,363 | trim |
| 17 | Atlas FRM LLC | $64.0M | 2,825,000 | +2,825,000 | new |
| 18 | MILLENNIUM MANAGEMENT LLC | $63.5M | 2,802,381 | +1,378,082 | add |
| 19 | BANK OF AMERICA CORP /DE/ | $54.5M | 2,405,895 | +79,509 | add |
| 20 | Point72 Asset Management, L.P. | $54.2M | 2,391,217 | +2,223,444 | add |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.3M | 2,219,437 | +106,832 | add |
| 22 | Vest Financial, LLC | $48.0M | 2,119,700 | +77,159 | add |
| 23 | GATES FOUNDATION TRUST | $47.2M | 2,085,290 | 0 | no change |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $45.4M | 2,002,922 | +94,341 | add |
| 25 | Epoch Investment Partners, Inc. | $44.7M | 1,974,985 | +1,974,985 | new |
| 26 | DEUTSCHE BANK AG\ | $42.9M | 1,894,448 | −296,383 | trim |
| 27 | NOMURA ASSET MANAGEMENT CO LTD | $37.7M | 1,662,822 | +47,208 | add |
| 28 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $37.5M | 1,656,160 | +339,687 | add |
| 29 | VANGUARD FIDUCIARY TRUST CO | $37.4M | 1,649,792 | — | no prior |
| 30 | STIFEL FINANCIAL CORP | $34.8M | 1,536,183 | +165,989 | add |
| 31 | Amundi | $34.1M | 1,504,188 | +159,043 | add |
| 32 | MILLER HOWARD INVESTMENTS INC /NY | $32.2M | 1,423,720 | +714,080 | add |
| 33 | Bank of New York Mellon Corp | $32.1M | 1,418,804 | −96,968 | trim |
| 34 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $29.1M | 1,284,964 | +1,284,964 | new |
| 35 | VICTORY CAPITAL MANAGEMENT INC | $25.1M | 1,109,182 | −68,507 | trim |
| 36 | Legal & General Group Plc | $24.5M | 1,082,864 | −261,361 | trim |
| 37 | AQR CAPITAL MANAGEMENT LLC | $23.4M | 1,032,718 | +616,474 | add |
| 38 | Fourth Sail Capital LP | $23.1M | 1,017,862 | −423,800 | trim |
| 39 | GRANDFIELD & DODD, LLC | $22.5M | 995,098 | +32,899 | add |
| 40 | Sumitomo Mitsui Trust Group, Inc. | $21.5M | 947,229 | +561 | add |
| 41 | Mitsubishi UFJ Asset Management Co., Ltd. | $20.2M | 891,193 | +100,918 | add |
| 42 | Swiss National Bank | $20.1M | 887,900 | +63,600 | add |
| 43 | MASTERS CAPITAL MANAGEMENT LLC | $19.3M | 850,000 | +850,000 | new |
| 44 | BANK OF MONTREAL /CAN/ | $18.6M | 819,931 | −11,034 | trim |
| 45 | BARCLAYS PLC | $15.9M | 700,354 | −143,976 | trim |
| 46 | CWM, LLC | $15.4M | 680,002 | +38,035 | add |
| 47 | Fidelity National Financial, Inc. | $14.9M | 660,000 | 0 | no change |
| 48 | Gotham Asset Management, LLC | $14.2M | 627,949 | +270,228 | add |
| 49 | Vanguard Global Advisers, LLC | $13.9M | 615,110 | — | no prior |
| 50 | Ensign Peak Advisors, Inc | $13.6M | 600,166 | −80,175 | trim |
| 51 | CITIGROUP INC | $13.0M | 574,292 | +166,966 | add |
| 52 | First Nebraska Trust Co | $12.5M | 552,583 | — | no prior |
| 53 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $12.3M | 541,021 | −200,596 | trim |
| 54 | RAYMOND JAMES FINANCIAL INC | $12.0M | 530,513 | +88,745 | add |
| 55 | US BANCORP \DE\ | $11.7M | 516,251 | −11,435 | trim |
| 56 | HSBC HOLDINGS PLC | $11.5M | 508,397 | −1,562,757 | trim |
| 57 | Quantinno Capital Management LP | $11.3M | 497,409 | +21,824 | add |
| 58 | Meiji Yasuda Asset Management Co Ltd. | $11.1M | 488,632 | +163,234 | add |
| 59 | TD ASSET MANAGEMENT INC | $11.0M | 483,717 | +147,938 | add |
| 60 | SJS Investment Consulting Inc. | $10.7M | 474,155 | +424 | add |
| 61 | OCCUDO QUANTITATIVE STRATEGIES LP | $10.6M | 492,826 | +223,085 | add |
| 62 | Quinn Opportunity Partners LLC | $10.0M | 439,728 | +20,000 | add |
| 63 | D. E. Shaw & Co., Inc. | $9.4M | 415,003 | −185,594 | trim |
| 64 | Mitsubishi UFJ Trust & Banking Corp | $8.4M | 371,382 | −10,476 | trim |
| 65 | ALLIANCEBERNSTEIN L.P. | $8.4M | 354,230 | −24,013 | trim |
| 66 | Asset Management One Co., Ltd. | $7.9M | 350,385 | −9,972 | trim |
| 67 | Great Hill Capital LLC | $7.8M | 346,320 | +93,559 | add |
| 68 | PRINCIPAL FINANCIAL GROUP INC | $7.8M | 342,331 | +3,806 | add |
| 69 | Universal- Beteiligungs- und Servicegesellschaft mbH | $7.7M | 341,443 | +42,380 | add |
| 70 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.7M | 338,641 | +125,523 | add |
| 71 | AMG National Trust Bank | $7.7M | 337,932 | −14,647 | trim |
| 72 | Swedbank AB | $7.6M | 336,192 | 0 | no change |
| 73 | AVIVA PLC | $7.2M | 318,103 | +66,245 | add |
| 74 | EPIQ PARTNERS, LLC | $6.8M | 301,770 | 0 | no change |
| 75 | ROYAL BANK OF CANADA | $6.8M | 300,674 | +82,028 | add |
| 76 | Cresset Asset Management, LLC | $6.7M | 297,836 | +53,978 | add |
| 77 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6.5M | 288,546 | 0 | no change |
| 78 | Massar Capital Management, LP | $6.1M | 269,200 | +222,778 | add |
| 79 | YOUSIF CAPITAL MANAGEMENT, LLC | $5.9M | 259,185 | +25,300 | add |
| 80 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.6M | 247,427 | +45,794 | add |
| 81 | Numerai GP LLC | $5.5M | 244,017 | −15,247 | trim |
| 82 | WESTWOOD HOLDINGS GROUP INC | $5.4M | 239,179 | −11,888 | trim |
| 83 | STATE OF WISCONSIN INVESTMENT BOARD | $5.2M | 231,208 | −489 | trim |
| 84 | Resona Asset Management Co.,Ltd. | $5.1M | 224,767 | −5,585 | trim |
| 85 | Creative Planning | $5.1M | 223,301 | −23,912 | trim |
| 86 | Assenagon Asset Management S.A. | $5.0M | 219,622 | +202,125 | add |
| 87 | DANSKE BANK A/S | $4.9M | 215,198 | +8,500 | add |
| 88 | DnB Asset Management AS | $4.7M | 205,800 | −68,419 | trim |
| 89 | FIFTH THIRD BANCORP | $4.6M | 202,223 | +49,678 | add |
| 90 | Dorsey & Whitney Trust CO LLC | $4.6M | 201,829 | +10,515 | add |
| 91 | WELLS FARGO & COMPANY/MN | $4.6M | 200,970 | +13,776 | add |
| 92 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 197,553 | +23,712 | add |
| 93 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $4.5M | 196,752 | +61,900 | add |
| 94 | Korea Investment CORP | $4.4M | 193,745 | +102,150 | add |
| 95 | Cetera Investment Advisers | $4.3M | 189,337 | +1,820 | add |
| 96 | Pictet Asset Management Holding SA | $4.2M | 186,326 | +4,417 | add |
| 97 | Schonfeld Strategic Advisors LLC | $4.0M | 176,373 | −147,797 | trim |
| 98 | LPL Financial LLC | $4.0M | 176,095 | −35,979 | trim |
| 99 | ADVOCATE GROUP LLC | $3.9M | 172,479 | +74,618 | add |
| 100 | MAVERICK CAPITAL LTD | $3.9M | 171,063 | +171,063 | new |
| 101 | Trexquant Investment LP | $3.8M | 167,680 | +167,680 | new |
| 102 | PRUDENTIAL FINANCIAL INC | $3.8M | 166,791 | −17,001 | trim |
| 103 | VANGUARD ASSET MANAGEMENT, Ltd | $3.5M | 155,715 | — | no prior |
| 104 | AMERIPRISE FINANCIAL INC | $3.5M | 152,991 | +60,805 | add |
| 105 | Midwest Trust Co | $3.4M | 151,121 | −2,094 | trim |
| 106 | Linden Thomas Advisory Services, LLC | $3.3M | 146,878 | +10,928 | add |
| 107 | Ethic Inc. | $3.3M | 145,977 | −3,358 | trim |
| 108 | Chevy Chase Trust Holdings, LLC | $3.3M | 143,633 | −4,154 | trim |
| 109 | Vanguard Investments Australia, Ltd. | $3.2M | 142,842 | — | no prior |
| 110 | CIBC Bancorp USA Inc. | $3.2M | 141,867 | — | no prior |
| 111 | NEW YORK STATE COMMON RETIREMENT FUND | $3.2M | 141,200 | 0 | no change |
| 112 | Kinloch Capital, LLC | $3.2M | 140,928 | +58,626 | add |
| 113 | CAXTON ASSOCIATES LLP | $3.1M | 135,408 | +93,556 | add |
| 114 | ROYAL LONDON ASSET MANAGEMENT LTD | $3.0M | 131,926 | −157,701 | trim |
| 115 | Qsemble Capital Management, LP | $3.0M | 131,251 | +63,430 | add |
| 116 | BROWN ADVISORY INC | $2.9M | 128,947 | +280 | add |
| 117 | HighTower Advisors, LLC | $2.8M | 122,837 | +13,485 | add |
| 118 | Mirae Asset Global Investments Co., Ltd. | $2.8M | 122,195 | +25,003 | add |
| 119 | CoreCommodity Management, LLC | $2.7M | 118,403 | +75,135 | add |
| 120 | WELLINGTON MANAGEMENT GROUP LLP | $2.6M | 116,503 | +91,307 | add |
| 121 | GUGGENHEIM CAPITAL LLC | $2.5M | 112,159 | +79,323 | add |
| 122 | MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 109,613 | +3,222 | add |
| 123 | Swiss Life Asset Management Ltd | $2.5M | 109,380 | +5,726 | add |
| 124 | Focus Partners Wealth | $2.4M | 106,757 | −13,225 | trim |
| 125 | KLP KAPITALFORVALTNING AS | $2.4M | 104,748 | 0 | no change |
| 126 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 104,114 | +60,480 | add |
| 127 | State of New Jersey Common Pension Fund D | $2.3M | 101,571 | 0 | no change |
| 128 | Tredje AP-fonden | $2.3M | 101,050 | +101,050 | new |
| 129 | OSAIC HOLDINGS, INC. | $2.3M | 100,656 | +18,004 | add |
| 130 | BNP Paribas Asset Management Holding S.A. | $2.3M | 99,728 | −11,008 | trim |
| 131 | Wealthspire Advisors, LLC | $2.2M | 98,316 | −960 | trim |
| 132 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.2M | 97,577 | +44,815 | add |
| 133 | Sumitomo Mitsui DS Asset Management Company, Ltd | $2.2M | 95,607 | +991 | add |
| 134 | SEB Asset Management AB | $2.1M | 93,804 | — | no prior |
| 135 | Zurcher Kantonalbank (Zurich Cantonalbank) | $2.1M | 91,667 | +91,667 | new |
| 136 | Rodgers Brothers Inc. | $2.1M | 91,650 | +53,200 | add |
| 137 | PANAGORA ASSET MANAGEMENT INC | $2.1M | 90,980 | 0 | no change |
| 138 | BUCKHEAD CAPITAL MANAGEMENT LLC | $2.1M | 90,932 | +90,932 | new |
| 139 | SEI INVESTMENTS CO | $2.1M | 90,596 | +46,957 | add |
| 140 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $2.0M | 90,146 | −173,000 | trim |
| 141 | Summit Trail Advisors, LLC | $2.0M | 88,994 | +23,085 | add |
| 142 | TORONTO DOMINION BANK | $2.0M | 86,923 | −12,436 | trim |
| 143 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.9M | 84,189 | −2,870 | trim |
| 144 | CIBC Asset Management Inc | $1.9M | 83,479 | +662 | add |
| 145 | AMERICAN CENTURY COMPANIES INC | $1.9M | 82,955 | +14,662 | add |
| 146 | STATE OF MICHIGAN RETIREMENT SYSTEM | $1.9M | 82,675 | −100 | trim |
| 147 | Private Advisor Group, LLC | $1.9M | 82,381 | +1,928 | add |
| 148 | Arizona State Retirement System | $1.9M | 82,279 | −763 | trim |
| 149 | FRANKLIN RESOURCES INC | $1.9M | 81,937 | −75,564 | trim |
| 150 | NOMURA HOLDINGS INC | $1.8M | 81,009 | +50,454 | add |
| 151 | Czech National Bank | $1.8M | 79,404 | +2,553 | add |
| 152 | Eurizon Capital SGR S.p.A. | $1.8M | 78,412 | +52,810 | add |
| 153 | Cerity Partners LLC | $1.8M | 77,529 | +19,643 | add |
| 154 | Tidal Investments LLC | $1.7M | 76,903 | +9,652 | add |
| 155 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $1.7M | 76,387 | +11,275 | add |
| 156 | GROUP ONE TRADING LLC | $1.7M | 76,115 | +53,389 | add |
| 157 | Accretive Wealth Partners, LLC | $1.7M | 74,585 | 0 | no change |
| 158 | Sky Investment Group LLC | $1.7M | 74,125 | 0 | no change |
| 159 | Fisher Asset Management, LLC | $1.7M | 73,643 | −5,850 | trim |
| 160 | Engineers Gate Manager LP | $1.6M | 71,541 | +71,541 | new |
| 161 | EVOLVE PRIVATE WEALTH, LLC | $1.6M | 70,499 | +70,499 | new |
| 162 | Daiwa Securities Group Inc. | $1.6M | 70,209 | +3,016 | add |
| 163 | BANQUE PICTET & CIE SA | $1.6M | 68,565 | +68,565 | new |
| 164 | MetLife Investment Management, LLC | $1.5M | 68,084 | −1,754 | trim |
| 165 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $1.5M | 67,916 | +112 | add |
| 166 | UniSuper Management Pty Ltd | $1.5M | 67,071 | −3,301 | trim |
| 167 | Holocene Advisors, LP | $1.5M | 64,944 | −3,149,259 | trim |
| 168 | Aberdeen Group plc | $1.4M | 62,474 | −165,300 | trim |
| 169 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 63,931 | −78,008 | trim |
| 170 | INTECH INVESTMENT MANAGEMENT LLC | $1.4M | 62,162 | +18,178 | add |
| 171 | Retirement Systems of Alabama | $1.4M | 61,914 | −97 | trim |
| 172 | CREDIT AGRICOLE S A | $1.4M | 61,761 | +5,371 | add |
| 173 | XTX Topco Ltd | $1.4M | 61,313 | −22,655 | trim |
| 174 | Wealthfront Advisers LLC | $1.4M | 61,097 | −628,544 | trim |
| 175 | EXCHANGE TRADED CONCEPTS, LLC | $1.4M | 59,934 | +4,754 | add |
| 176 | NISA INVESTMENT ADVISORS, LLC | $1.3M | 59,408 | −1,690 | trim |
| 177 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 57,906 | +5,580 | add |
| 178 | Woodline Partners LP | $1.3M | 57,538 | +7,601 | add |
| 179 | VOYA INVESTMENT MANAGEMENT LLC | $1.3M | 57,417 | −84 | trim |
| 180 | MCF Advisors LLC | $1.3M | 55,964 | — | no prior |
| 181 | SilverOak Wealth Management LLC | $1.3M | 55,287 | −3,000 | trim |
| 182 | Corient Private Wealth LLC | $1.2M | 54,710 | −32,441 | trim |
| 183 | Arvest Bank Trust Division | $1.2M | 53,393 | −764 | trim |
| 184 | ALLIANZ SE | $1.2M | 52,951 | +52,951 | new |
| 185 | IFM Investors Pty Ltd | $1.2M | 51,917 | +6,130 | add |
| 186 | Merit Financial Group, LLC | $1.2M | 51,832 | +40,791 | add |
| 187 | B. Metzler seel. Sohn & Co. AG | $1.2M | 51,821 | 0 | no change |
| 188 | ICW Investment Advisors LLC | $1.2M | 51,621 | +1,303 | add |
| 189 | NORDEA INVESTMENT MANAGEMENT AB | $1.2M | 51,480 | +10,100 | add |
| 190 | ASR Vermogensbeheer N.V. | $1.2M | 51,065 | +1,523 | add |
| 191 | Havemeyer Place LP | $1.2M | 50,856 | −23,359 | trim |
| 192 | Pathstone Holdings, LLC | $1.1M | 50,390 | −6,668 | trim |
| 193 | ABN AMRO INVESTMENT SOLUTIONS | $1.1M | 49,846 | +13,435 | add |
| 194 | Candriam S.C.A. | $1.1M | 49,555 | +12,692 | add |
| 195 | DAVENPORT & Co LLC | $1.1M | 49,227 | −16,846 | trim |
| 196 | XPONANCE LLC | $1.1M | 48,626 | +6,760 | add |
| 197 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.1M | 47,849 | +47,849 | new |
| 198 | GUIDANCE CAPITAL, INC | $1.1M | 51,323 | +51,323 | new |
| 199 | STOREBRAND ASSET MANAGEMENT AS | $1.1M | 47,399 | — | no prior |
| 200 | BANK OF NOVA SCOTIA | $1.0M | 45,966 | −18,886 | trim |
| 201 | NEOS Investment Management LLC | $1.0M | 45,581 | +2,148 | add |
| 202 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $1.0M | 45,522 | +9,067 | add |
| 203 | Vanguard Personalized Indexing Management, LLC | $1.0M | 45,049 | −4,234 | trim |
| 204 | Hudson Bay Capital Management LP | $1.0M | 45,000 | +45,000 | new |
| 205 | Rakuten Investment Management, Inc. | $1.0M | 43,819 | +5,007 | add |
| 206 | FMR LLC | $987K | 43,572 | +1,524 | add |
| 207 | Savant Capital, LLC | $969K | 42,771 | +1,384 | add |
| 208 | Federation des caisses Desjardins du Quebec | $968K | 42,705 | −300,316 | trim |
| 209 | Squarepoint Ops LLC | $955K | 42,175 | −2,265,384 | trim |
| 210 | Kestra Advisory Services, LLC | $947K | 41,818 | +20,959 | add |
| 211 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $944K | 41,695 | −11,888 | trim |
| 212 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $913K | 40,331 | −4,468 | trim |
| 213 | SummitTX Capital, L.P. | $880K | 38,864 | −1,458 | trim |
| 214 | NewEdge Advisors, LLC | $880K | 38,835 | +38,835 | new |
| 215 | Hennion & Walsh Asset Management, Inc. | $874K | 38,578 | +10,190 | add |
| 216 | Clear Harbor Asset Management, LLC | $857K | 37,822 | +37,822 | new |
| 217 | Weiss Asset Management LP | $832K | 36,750 | +36,750 | new |
| 218 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $829K | 36,586 | +20,810 | add |
| 219 | ARVEST INVESTMENTS, INC. | $824K | 36,396 | −1,844 | trim |
| 220 | KEYNOTE FINANCIAL SERVICES LLC | $811K | 35,805 | +5,367 | add |
| 221 | Mariner, LLC | $799K | 35,262 | +21,273 | add |
| 222 | Graham Capital Management, L.P. | $781K | 34,483 | +34,483 | new |
| 223 | IMC-Chicago, LLC | $773K | 34,136 | −9,120 | trim |
| 224 | D.A. DAVIDSON & CO. | $771K | 34,046 | +1,064 | add |
| 225 | TOTH FINANCIAL ADVISORY CORP | $768K | 33,897 | +3,879 | add |
| 226 | MACKENZIE FINANCIAL CORP | $761K | 33,615 | −1,646 | trim |
| 227 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $757K | 33,405 | 0 | no change |
| 228 | OP Asset Management Ltd | $723K | 31,918 | — | no prior |
| 229 | FORTRESS FINANCIAL GROUP, LLC | $717K | 31,672 | −304 | trim |
| 230 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $703K | 31,021 | −289 | trim |
| 231 | MACQUARIE GROUP LTD | $702K | 31,124 | −2,598 | trim |
| 232 | Allspring Global Investments Holdings, LLC | $697K | 31,626 | −200,533 | trim |
| 233 | Brookwood Investment Group LLC | $680K | 30,000 | −251 | trim |
| 234 | Independent Advisor Alliance | $669K | 29,528 | +704 | add |
| 235 | Lido Advisors, LLC | $652K | 28,776 | −3,109 | trim |
| 236 | Frank, Rimerman Advisors LLC | $652K | 28,775 | −1,334 | trim |
| 237 | Private Wealth Asset Management, LLC | $651K | 28,725 | 0 | no change |
| 238 | Crossmark Global Holdings, Inc. | $649K | 28,658 | — | no prior |
| 239 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $646K | 28,530 | 0 | no change |
| 240 | Sigma Planning Corp | $621K | 27,408 | +7,642 | add |
| 241 | MONEY CONCEPTS CAPITAL CORP | $611K | 26,984 | +3,875 | add |
| 242 | Legacy Capital Group California, Inc. | $609K | 26,881 | −2,926 | trim |
| 243 | 1832 Asset Management L.P. | $606K | 26,756 | +8,344 | add |
| 244 | Lifeworks Advisors, LLC | $603K | 26,611 | +26,611 | new |
| 245 | Empowered Funds, LLC | $601K | 26,516 | +26,516 | new |
| 246 | Cornerstone Wealth Management, LLC | $598K | 26,390 | +26,390 | new |
| 247 | Vermillion Wealth Management, Inc. | $596K | 26,303 | +359 | add |
| 248 | United Asset Strategies, Inc. | $594K | 26,230 | +17,662 | add |
| 249 | ALKEME WEALTH, LLC | $590K | 26,045 | +14,002 | add |
| 250 | Metis Global Partners, LLC | $575K | 25,380 | −2,338 | trim |
| 251 | Baader Bank Aktiengesellschaft | $566K | 25,536 | +1,364 | add |
| 252 | Global X Japan Co., Ltd. | $557K | 24,605 | +698 | add |
| 253 | Janus Henderson Group Ltd. | $556K | 24,539 | +2,495 | add |
| 254 | Walser Wealth Management Company, A Ltd Liability Co | $551K | 24,336 | +9,577 | add |
| 255 | FOX RUN MANAGEMENT, L.L.C. | $550K | 23,879 | +4,414 | add |
| 256 | Tudor Financial Inc. | $545K | 24,065 | 0 | no change |
| 257 | Bridgefront Capital, LLC | $545K | 24,052 | −16,692 | trim |
| 258 | Sequoia Financial Advisors, LLC | $529K | 23,374 | −358 | trim |
| 259 | EntryPoint Capital, LLC | $525K | 23,184 | +12,010 | add |
| 260 | TRUIST FINANCIAL CORP | $521K | 23,009 | −3,819 | trim |
| 261 | NATIONAL BANK OF CANADA /FI/ | $509K | 22,463 | −65,316 | trim |
| 262 | Brooklyn Investment Group | $502K | 22,169 | +5,435 | add |
| 263 | Vise Technologies, Inc. | $501K | 21,122 | 0 | no change |
| 264 | SUMMITRY LLC | $499K | 22,037 | +405 | add |
| 265 | Investment Management Corp of Ontario | $489K | 21,599 | +1,100 | add |
| 266 | TD Waterhouse Canada Inc. | $485K | 22,024 | +20,523 | add |
| 267 | SIMPLEX TRADING, LLC | $467K | 20,626 | −13,240 | trim |
| 268 | Bleakley Financial Group, LLC | $454K | 20,044 | +20,044 | new |
| 269 | COLDSTREAM CAPITAL MANAGEMENT INC | $451K | 19,933 | −63,645 | trim |
| 270 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $447K | 19,726 | −1,714 | trim |
| 271 | STEPHENS INC /AR/ | $442K | 19,150 | +6,708 | add |
| 272 | Blueshift Asset Management, LLC | $434K | 19,180 | +19,180 | new |
| 273 | GARDNER RUSSO & QUINN LLC | $430K | 19,000 | −835 | trim |
| 274 | MGO ONE SEVEN LLC | $421K | 18,568 | +3,962 | add |
| 275 | G&S Capital LLC | $419K | 18,503 | +8,353 | add |
| 276 | M&T BANK CORP | $416K | 18,352 | −9,990 | trim |
| 277 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $415K | 18,318 | +6,795 | add |
| 278 | Advisory Alpha, LLC | $413K | 18,212 | +2,735 | add |
| 279 | Vident Advisory, LLC | $402K | 17,738 | −43,997 | trim |
| 280 | MIZUHO SECURITIES USA LLC | $399K | 17,626 | −3,599 | trim |
| 281 | Rafferty Asset Management, LLC | $395K | 17,450 | −6,964 | trim |
| 282 | Man Group plc | $392K | 17,308 | −665,085 | trim |
| 283 | Linscomb Wealth, Inc. | $388K | 17,111 | 0 | no change |
| 284 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $384K | 16,970 | +3,612 | add |
| 285 | National Pension Service | $383K | 16,918 | +16,918 | new |
| 286 | SANDERS MORRIS HARRIS LLC | $382K | 16,850 | +16,850 | new |
| 287 | Patriot Financial Group Insurance Agency, LLC | $381K | 16,810 | +16,810 | new |
| 288 | Bridgewater Associates, LP | $378K | 16,689 | −124,981 | trim |
| 289 | 180 WEALTH ADVISORS, LLC | $378K | 16,684 | +2,201 | add |
| 290 | HARTFORD INVESTMENT MANAGEMENT CO | $375K | 16,566 | 0 | no change |
| 291 | DRW Securities, LLC | $373K | 16,471 | +6,637 | add |
| 292 | MIRABELLA FINANCIAL SERVICES LLP | $369K | 16,311 | +16,311 | new |
| 293 | CIBC WORLD MARKET INC. | $367K | 16,220 | −1 | trim |
| 294 | E. Ohman J:or Asset Management AB | $360K | 15,900 | 0 | no change |
| 295 | QUADRANT CAPITAL GROUP LLC | $357K | 15,755 | −15,808 | trim |
| 296 | HB Wealth Management, LLC | $354K | 15,635 | +1,474 | add |
| 297 | JUNCTURE WEALTH STRATEGIES, LLC | $347K | 15,315 | +300 | add |
| 298 | Utah Retirement Systems | $346K | 15,289 | −32,351 | trim |
| 299 | Meeder Advisory Services, Inc. | $346K | 15,265 | +1,382 | add |
| 300 | Castleview Partners, LLC | $344K | 15,190 | +3,781 | add |
| 301 | Uncommon Cents Investing LLC | $340K | 15,020 | +150 | add |
| 302 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $337K | 14,875 | +14,875 | new |
| 303 | Tower Research Capital LLC (TRC) | $332K | 14,638 | +576 | add |
| 304 | Forvis Mazars Wealth Advisors, LLC | $328K | 14,487 | +103 | add |
| 305 | GREENLEAF TRUST | $322K | 14,227 | −4,029 | trim |
| 306 | Robeco Institutional Asset Management B.V. | $322K | 14,224 | +14,224 | new |
| 307 | Dynamic Technology Lab Private Ltd | $322K | 14,205 | +14,205 | new |
| 308 | OMERS ADMINISTRATION Corp | $311K | 13,748 | +2,942 | add |
| 309 | Cherry Tree Wealth Management, LLC | $311K | 13,732 | 0 | no change |
| 310 | Horizon Advisory Services, Inc. | $311K | 13,719 | −516 | trim |
| 311 | Truvestments Capital LLC | $310K | 13,689 | +114 | add |
| 312 | Maryland State Retirement & Pension System | $307K | 13,551 | 0 | no change |
| 313 | Dorato Capital Management | $305K | 14,079 | 0 | no change |
| 314 | LifePlan Financial, LLC | $304K | 13,422 | 0 | no change |
| 315 | Siemens Fonds Invest GmbH | $304K | 13,407 | 0 | no change |
| 316 | Allianz Asset Management GmbH | $303K | 13,365 | +1,340 | add |
| 317 | Allworth Financial LP | $302K | 13,319 | +1,606 | add |
| 318 | KESTRA PRIVATE WEALTH SERVICES, LLC | $301K | 13,281 | +13,281 | new |
| 319 | Rockefeller Capital Management L.P. | $300K | 13,243 | +359 | add |
| 320 | INCEPTIONR LLC | $297K | 13,126 | +13,126 | new |
| 321 | SCHRODER INVESTMENT MANAGEMENT GROUP | $297K | 12,892 | −5,001 | trim |
| 322 | Cardinal Point Capital Management ULC | $297K | 13,100 | +3,000 | add |
| 323 | Kestra Investment Management, LLC | $296K | 13,090 | −3,935 | trim |
| 324 | Sovereign Financial Group, Inc. | $289K | 12,739 | −120 | trim |
| 325 | MQS Management LLC | $284K | 12,529 | +12,529 | new |
| 326 | Norinchukin Bank, The | $282K | 12,438 | +78 | add |
| 327 | GLENMEDE TRUST CO NA | $280K | 12,360 | −1,215 | trim |
| 328 | CANADA PENSION PLAN INVESTMENT BOARD | $277K | 12,210 | −60,718 | trim |
| 329 | MUFG Securities EMEA plc | $271K | 11,962 | 0 | no change |
| 330 | COMMERCE BANK | $269K | 11,884 | −57 | trim |
| 331 | Redmond Asset Management, LLC | $265K | 11,700 | −140 | trim |
| 332 | Revisor Wealth Management LLC | $262K | 11,477 | +1,149 | add |
| 333 | OXFORD ASSET MANAGEMENT LLP | $262K | 11,553 | +11,553 | new |
| 334 | PEAK6 LLC | $261K | 11,541 | −23,581 | trim |
| 335 | Arax Advisory Partners | $258K | 11,402 | +1,171 | add |
| 336 | Connor, Clark & Lunn Investment Management Ltd. | $256K | 11,309 | −24,850 | trim |
| 337 | Perigon Wealth Management, LLC | $255K | 11,275 | +99 | add |
| 338 | City Center Advisors, LLC | $252K | 11,109 | −699 | trim |
| 339 | Teza Capital Management LLC | $245K | 10,830 | +10,830 | new |
| 340 | Advocate Investing Services LLC | $243K | 10,710 | +10,510 | add |
| 341 | Geneos Wealth Management Inc. | $232K | 10,263 | 0 | no change |
| 342 | Empirical Finance, LLC | $232K | 10,262 | −10 | trim |
| 343 | ASSOCIATED BANC-CORP | $227K | 10,000 | 0 | no change |
| 344 | PATTON FUND MANAGEMENT, INC. | $226K | 9,966 | 0 | no change |
| 345 | Sterling Capital Management LLC | $220K | 9,704 | −7,407 | trim |
| 346 | Accredited Investors Inc. | $219K | 9,677 | −242 | trim |
| 347 | Apollon Wealth Management, LLC | $219K | 9,658 | +659 | add |
| 348 | Vontobel Holding Ltd. | $218K | 9,642 | +671 | add |
| 349 | Laird Norton Wetherby Trust Company, LLC | $218K | 9,636 | +488 | add |
| 350 | Jacobi Capital Management LLC | $217K | 9,576 | +37 | add |
| 351 | WealthPLAN Partners, LLC | $212K | 9,355 | −1,334 | trim |
| 352 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $211K | 9,329 | +15 | add |
| 353 | GATEWAY INVESTMENT ADVISERS LLC | $211K | 9,297 | +9,297 | new |
| 354 | AE Wealth Management LLC | $205K | 9,042 | −2,101 | trim |
| 355 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $203K | 8,949 | −18 | trim |
| 356 | GTS SECURITIES LLC | $200K | 8,846 | +8,846 | new |
| 357 | Larson Financial Group LLC | $195K | 8,628 | +788 | add |
| 358 | Freestone Grove Partners LP | $189K | 8,363 | −1,820,318 | trim |
| 359 | Wilmington Savings Fund Society, FSB | $188K | 8,319 | 0 | no change |
| 360 | MUFG SECURITIES AMERICAS INC. | $183K | 8,067 | +213 | add |
| 361 | SECURIAN ASSET MANAGEMENT, INC | $177K | 7,826 | −100 | trim |
| 362 | Bayforest Capital Ltd | $175K | 7,735 | −361 | trim |
| 363 | SBI Securities Co., Ltd. | $171K | 7,563 | −1,020 | trim |
| 364 | Blume Capital Management, Inc. | $170K | 7,500 | 0 | no change |
| 365 | OSLO PENSJONSFORSIKRING AS | $155K | 6,851 | — | no prior |
| 366 | Banque Cantonale Vaudoise | $145K | 6,428 | +3,743 | add |
| 367 | ASSETMARK, INC | $145K | 6,388 | −2,203 | trim |
| 368 | Canada Post Corp Registered Pension Plan | $144K | 6,379 | 0 | no change |
| 369 | Cassaday & Co Wealth Management LLC | $144K | 6,349 | +6,349 | new |
| 370 | Hills Bank & Trust Co | $140K | 6,167 | 0 | no change |
| 371 | CHILTON CAPITAL MANAGEMENT LLC | $139K | 6,142 | 0 | no change |
| 372 | Quantbot Technologies LP | $139K | 6,130 | −85,316 | trim |
| 373 | MATHER GROUP, LLC. | $117K | 5,147 | −593,285 | trim |
| 374 | Ankerstar Wealth, LLC | $115K | 5,098 | +3,605 | add |
| 375 | Medallion Wealth Advisors, LLC | $113K | 5,000 | — | no prior |
| 376 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | $113K | 5,400 | −7,035 | trim |
| 377 | BROWN, LISLE/CUMMINGS, INC. | $112K | 4,931 | 0 | no change |
| 378 | MAI Capital Management | $99.4K | 4,388 | +455 | add |
| 379 | Y.D. More Investments Ltd | $98.9K | 4,366 | +4,366 | new |
| 380 | Walleye Trading LLC | $97.2K | 4,290 | +4,290 | new |
| 381 | CALDWELL SUTTER CAPITAL, INC. | $91.6K | 4,043 | +2,048 | add |
| 382 | UMB Bank, n.a. | $89.2K | 3,936 | +836 | add |
| 383 | TEMA ETFS LLC | $86.4K | 3,816 | +14 | add |
| 384 | SIGNATUREFD, LLC | $83.2K | 3,674 | −1,511 | trim |
| 385 | Steward Partners Investment Advisory, LLC | $65.9K | 2,910 | +837 | add |
| 386 | BELLEVUE ASSET MANAGEMENT, LLC | $62.6K | 2,765 | +5 | add |
| 387 | Generali Asset Management SPA SGR | $60.9K | 2,689 | 0 | no change |
| 388 | Ameritas Investment Partners, Inc. | $60.2K | 2,657 | 0 | no change |
| 389 | Smartleaf Asset Management LLC | $60.1K | 2,609 | −19 | trim |
| 390 | Quintet Private Bank (Europe) S.A. | $58.9K | 2,600 | 0 | no change |
| 391 | Community Financial Services Group, LLC | $57.8K | 2,624 | +2,624 | new |
| 392 | Core Alternative Capital | $54.4K | 2,400 | 0 | no change |
| 393 | FIL Ltd | $50.4K | 2,227 | −8,470 | trim |
| 394 | BAYBAN | $41.3K | 1,825 | 0 | no change |
| 395 | AMERIFLEX GROUP, INC. | $40.4K | 1,785 | +1,785 | new |
| 396 | Bank Julius Baer & Co. Ltd, Zurich | $36.2K | 1,600 | −651 | trim |
| 397 | Deseret Mutual Benefit Administrators | $33.7K | 1,490 | −8 | trim |
| 398 | Clarity Asset Management, Inc. | $29.7K | 1,313 | +287 | add |
| 399 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $25.4K | 1,121 | +173 | add |
| 400 | Parkside Financial Bank & Trust | $24.0K | 1,061 | −253 | trim |
| 401 | Leonteq Securities AG | $24.0K | 1,060 | −1,454 | trim |
| 402 | PITTENGER & ANDERSON INC | $22.7K | 1,000 | −150 | trim |
| 403 | Union Bancaire Privee, UBP SA | $22.7K | 1,000 | 0 | no change |
| 404 | Caldwell Trust Co | $22.3K | 984 | 0 | no change |
| 405 | Walleye Capital LLC | $20.7K | 914 | +914 | new |
| 406 | Financial Perspectives, Inc | $20.4K | 900 | 0 | no change |
| 407 | Pflug Koory, LLC | $19.4K | 857 | 0 | no change |
| 408 | Crews Bank & Trust | $18.1K | 800 | 0 | no change |
| 409 | CYBER HORNET ETFs LLC | $17.7K | 801 | −41 | trim |
| 410 | JPL Wealth Management, LLC | $17.2K | 758 | +758 | new |
| 411 | Investment Research & Advisory Group, Inc. | $17.1K | 754 | +9 | add |
| 412 | Blue Trust, Inc. | $16.8K | 742 | −1,050 | trim |
| 413 | Clearstead Advisors, LLC | $14.9K | 659 | −966 | trim |
| 414 | Salomon & Ludwin, LLC | $14.3K | 646 | −480 | trim |
| 415 | Owl Creek Wealth Partners LLC | $14.2K | 625 | — | no prior |
| 416 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14.0K | 636 | +1 | add |
| 417 | CVA Family Office, LLC | $13.9K | 612 | +409 | add |
| 418 | JNBA Financial Advisors | $13.5K | 595 | 0 | no change |
| 419 | Key FInancial Inc | $11.9K | 524 | 0 | no change |
| 420 | Clearstead Trust, LLC | $11.1K | 489 | −390 | trim |
| 421 | COUNTRY TRUST BANK | $10.3K | 454 | −122 | trim |
| 422 | Westfuller Advisors, LLC | $8.8K | 387 | +115 | add |
| 423 | MV CAPITAL MANAGEMENT, INC. | $8.7K | 386 | +40 | add |
| 424 | Spire Wealth Management | $8.5K | 376 | +195 | add |
| 425 | CENTRAL TRUST Co | $7.9K | 350 | +350 | new |
| 426 | Private Wealth Management Group, LLC | $7.8K | 346 | +3 | add |
| 427 | Intentional Wealth Strategies, LLC | $7.7K | 338 | — | no prior |
| 428 | Basecamp Wealth Advisors LLC | $7.5K | 329 | — | no prior |
| 429 | Cromwell Holdings LLC | $7.3K | 321 | −417 | trim |
| 430 | GHP Investment Advisors, Inc. | $6.2K | 275 | +3 | add |
| 431 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $5.4K | 237,370 | 0 | no change |
| 432 | PRIVATE TRUST CO NA | $5.1K | 227 | 0 | no change |
| 433 | ALGERT GLOBAL LLC | $5.0K | 219,710 | +219,710 | new |
| 434 | Arlington Trust Co LLC | $4.5K | 199 | +199 | new |
| 435 | Kilter Group LLC | $4.5K | 197 | +84 | add |
| 436 | Keating Financial Advisory Services, Inc. | $4.3K | 188 | +109 | add |
| 437 | Addison Advisors LLC | $4.0K | 177 | 0 | no change |
| 438 | Tradewinds Capital Management, LLC | $4.0K | 175 | +175 | new |
| 439 | ELEVATION WEALTH PARTNERS, LLC | $3.9K | 174 | +174 | new |
| 440 | Pinnacle Wealth Planning Services, Inc. | $3.8K | 167 | −60 | trim |
| 441 | Signature Equity Partners, LLC | $3.7K | 164 | +164 | new |
| 442 | JFS WEALTH ADVISORS, LLC | $3.7K | 163 | −99 | trim |
| 443 | Manchester Capital Management LLC | $3.6K | 158 | −320 | trim |
| 444 | Annis Gardner Whiting Capital Advisors, LLC | $3.5K | 156 | +125 | add |
| 445 | TFC Financial Management, Inc. | $3.4K | 150 | +122 | add |
| 446 | CANADA LIFE ASSURANCE Co | $3.4K | 148,746 | −1,176 | trim |
| 447 | Sachetta, LLC | $3.3K | 145 | +29 | add |
| 448 | Strategic Investment Solutions, Inc. /IL | $3.2K | 140 | 0 | no change |
| 449 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $3.1K | 149 | +22 | add |
| 450 | Marquette Asset Management, LLC | $2.9K | 127 | 0 | no change |
| 451 | Treasurer of the State of North Carolina | $2.8K | 123,828 | +2,639 | add |
| 452 | Destiny Wealth Partners, LLC | $2.8K | 122 | +122 | new |
| 453 | S&T BANK/PA | $2.7K | 118 | −21 | trim |
| 454 | Bell Investment Advisors, Inc | $2.7K | 118 | −8 | trim |
| 455 | WPG Advisers, LLC | $2.7K | 118 | 0 | no change |
| 456 | Activest Wealth Management | $2.6K | 113 | +61 | add |
| 457 | SouthState Bank Corp | $2.5K | 111 | +10 | add |
| 458 | True Wealth Design, LLC | $2.5K | 109 | +48 | add |
| 459 | Abound Wealth Management | $2.0K | 89 | 0 | no change |
| 460 | COMMERZBANK AKTIENGESELLSCHAFT /FI | $1.9K | 82,558 | +59,122 | add |
| 461 | Dogwood Wealth Management LLC | $1.7K | 76 | +76 | new |
| 462 | DekaBank Deutsche Girozentrale | $1.7K | 71,142 | 0 | no change |
| 463 | Johnson Financial Group, Inc. | $1.7K | 73 | 0 | no change |
| 464 | State of Alaska, Department of Revenue | $1.6K | 71,333 | 0 | no change |
| 465 | Harel Insurance Investments & Financial Services Ltd. | $1.4K | 63,592 | +14,092 | add |
| 466 | KBC Group NV | $1.3K | 58,539 | +15,805 | add |
| 467 | Synergy Investment Management, LLC | $1.2K | 54 | +54 | new |
| 468 | AMALGAMATED BANK | $1.2K | 53,000 | −1,562 | trim |
| 469 | Transamerica Financial Advisors, LLC | $1.2K | 52 | +30 | add |
| 470 | Mountain Hill Investment Partners Corp. | $1.2K | 51 | +1 | add |
| 471 | Anfield Capital Management, LLC | $1.1K | 50 | 0 | no change |
| 472 | SUMMIT SECURITIES GROUP LLC | $1.1K | 48 | −385 | trim |
| 473 | TOBAM | $954 | 42,120 | +2,909 | add |
| 474 | DiNuzzo Private Wealth, Inc. | $952 | 42 | +24 | add |
| 475 | JONES FINANCIAL COMPANIES LLLP | $906 | 40 | +40 | new |
| 476 | Grove Bank & Trust | $906 | 40 | 0 | no change |
| 477 | Rialto Wealth Management, LLC | $861 | 38 | +34 | add |
| 478 | THRIVENT FINANCIAL FOR LUTHERANS | $851 | 37,581 | −16,295 | trim |
| 479 | Crewe Advisors LLC | $793 | 35 | 0 | no change |
| 480 | HM PAYSON & CO | $759 | 34 | +34 | new |
| 481 | Sunrise Financial Services, LLC | $725 | 32 | 0 | no change |
| 482 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $714 | 31,526 | 0 | no change |
| 483 | Portus Wealth Advisors, LLC | $680 | 30 | +30 | new |
| 484 | NATIXIS ADVISORS, LLC | $630 | 27,810 | +27,810 | new |
| 485 | GSA CAPITAL PARTNERS LLP | $591 | 26,083 | +186 | add |
| 486 | Caitong International Asset Management Co., Ltd | $589 | 26 | +26 | new |
| 487 | Physician Wealth Advisors, Inc. | $521 | 23 | 0 | no change |
| 488 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $516 | 22,792 | 0 | no change |
| 489 | Glen Eagle Advisors, LLC | $507 | 22 | −8 | trim |
| 490 | Kentucky Retirement Systems | $502 | 11,113 | — | no prior |
| 491 | FINANCIAL CONSULATE, INC | $499 | 22 | −74 | trim |
| 492 | HFM Investment Advisors, LLC | $476 | 21 | +10 | add |
| 493 | Virtu Financial LLC | $444 | 19,602 | +19,602 | new |
| 494 | SlateStone Wealth, LLC | $396 | 17,490 | +1,600 | add |
| 495 | Clayton Financial Group LLC | $386 | 17 | 0 | no change |
| 496 | Nvest Wealth Strategies, Inc. | $363 | 16 | +16 | new |
| 497 | Quaker Wealth Management, LLC | $318 | 14 | −12 | trim |
| 498 | Atlantic Union Bankshares Corp | $317 | 14 | +14 | new |
| 499 | Martin Capital Partners, LLC | $297 | 13,120 | +755 | add |
| 500 | SHP Wealth Management | $159 | 7 | +7 | new |