| 1 | BlackRock, Inc. | $2.9B | 14,893,953 | +299,899 | add |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.4B | 12,081,682 | — | no prior |
| 3 | FMR LLC | $2.3B | 11,713,958 | +4,832,138 | add |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 8,672,600 | — | no prior |
| 5 | STATE STREET CORP | $1.5B | 7,834,137 | +87,851 | add |
| 6 | Boston Partners | $780M | 3,991,336 | −131,360 | trim |
| 7 | MORGAN STANLEY | $651M | 3,331,255 | +815,838 | add |
| 8 | CIBC Bancorp USA Inc. | $628M | 3,214,659 | — | no prior |
| 9 | FRANKLIN RESOURCES INC | $596M | 3,048,675 | +1,226,371 | add |
| 10 | Invesco Ltd. | $507M | 2,593,181 | −372,719 | trim |
| 11 | PARNASSUS INVESTMENTS, LLC | $377M | 1,928,810 | +1,545,323 | add |
| 12 | NORTHERN TRUST CORP | $337M | 1,725,404 | +25,879 | add |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | $255M | 1,303,289 | +1,297,743 | add |
| 14 | Legal & General Group Plc | $247M | 1,265,285 | +92,193 | add |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $237M | 1,212,815 | +45,664 | add |
| 16 | DIMENSIONAL FUND ADVISORS LP | $216M | 1,104,713 | +12,245 | add |
| 17 | TD ASSET MANAGEMENT INC | $205M | 1,050,781 | −143,475 | trim |
| 18 | VANGUARD FIDUCIARY TRUST CO | $203M | 1,039,909 | — | no prior |
| 19 | CITIGROUP INC | $192M | 984,575 | −31,220 | trim |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $190M | 971,536 | +14,105 | add |
| 21 | LONDON CO OF VIRGINIA | $188M | 964,653 | −65,921 | trim |
| 22 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $169M | 864,078 | +1,340 | add |
| 23 | LAZARD ASSET MANAGEMENT LLC | $163M | 835,025 | −32,827 | trim |
| 24 | FIRST TRUST ADVISORS LP | $151M | 770,853 | −327,491 | trim |
| 25 | BANK OF AMERICA CORP /DE/ | $131M | 671,156 | −39,808 | trim |
| 26 | DEUTSCHE BANK AG\ | $130M | 665,078 | −150,253 | trim |
| 27 | Amundi | $129M | 662,403 | −240,865 | trim |
| 28 | PRINCIPAL FINANCIAL GROUP INC | $118M | 601,586 | +182,839 | add |
| 29 | EVENTIDE ASSET MANAGEMENT, LLC | $115M | 591,691 | −18,953 | trim |
| 30 | UBS Group AG | $114M | 581,531 | −690,547 | trim |
| 31 | Epoch Investment Partners, Inc. | $113M | 578,532 | −175,465 | trim |
| 32 | WELLINGTON MANAGEMENT GROUP LLP | $111M | 567,041 | −500,626 | trim |
| 33 | VOYA INVESTMENT MANAGEMENT LLC | $109M | 558,534 | +18,743 | add |
| 34 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $109M | 556,226 | −380,082 | trim |
| 35 | Nuveen, LLC | $108M | 555,213 | −295,596 | trim |
| 36 | Swiss National Bank | $108M | 552,300 | +34,100 | add |
| 37 | Capital Research Global Investors | $105M | 537,287 | +537,287 | new |
| 38 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $103M | 527,791 | +194,643 | add |
| 39 | AMERICAN CENTURY COMPANIES INC | $102M | 522,071 | +116,957 | add |
| 40 | RAYMOND JAMES FINANCIAL INC | $94.4M | 482,914 | +200,965 | add |
| 41 | BARCLAYS PLC | $91.7M | 469,182 | −95,191 | trim |
| 42 | Mitsubishi UFJ Asset Management Co., Ltd. | $86.5M | 442,916 | +28,049 | add |
| 43 | MARKEL GROUP INC. | $83.9M | 429,150 | +7,500 | add |
| 44 | WELLS FARGO & COMPANY/MN | $82.2M | 420,505 | +52,131 | add |
| 45 | ENVESTNET ASSET MANAGEMENT INC | $80.9M | 414,230 | +414,230 | new |
| 46 | Vanguard Global Advisers, LLC | $78.6M | 402,306 | — | no prior |
| 47 | BROWN ADVISORY INC | $77.1M | 394,718 | −91,648 | trim |
| 48 | Quantum Capital Management, LLC / NJ | $73.5M | 375,972 | −233,965 | trim |
| 49 | Canal Capital Management, LLC | $73.1M | 374,203 | −748 | trim |
| 50 | HSBC HOLDINGS PLC | $68.9M | 353,692 | −362,764 | trim |
| 51 | ROYAL BANK OF CANADA | $68.7M | 351,613 | +351,613 | new |
| 52 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $64.6M | 330,576 | +330,576 | new |
| 53 | VANGUARD ASSET MANAGEMENT, Ltd | $62.8M | 321,366 | — | no prior |
| 54 | Encompass Capital Advisors LLC | $60.6M | 310,061 | +310,061 | new |
| 55 | National Pension Service | $59.4M | 303,962 | +303,962 | new |
| 56 | CITADEL ADVISORS LLC | $58.2M | 298,080 | +16,010 | add |
| 57 | AQR CAPITAL MANAGEMENT LLC | $57.7M | 300,427 | +198,953 | add |
| 58 | ProShare Advisors LLC | $57.0M | 291,585 | −67,586 | trim |
| 59 | Jain Global LLC | $55.6M | 284,560 | +284,560 | new |
| 60 | BNP Paribas Asset Management Holding S.A. | $54.1M | 277,007 | +170,454 | add |
| 61 | ROYAL LONDON ASSET MANAGEMENT LTD | $53.7M | 274,718 | −2,840 | trim |
| 62 | Fisher Funds Management LTD | $53.6M | 274,549 | −264,250 | trim |
| 63 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $51.6M | 264,092 | +264,092 | new |
| 64 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $48.3M | 247,014 | −456,140 | trim |
| 65 | STIFEL FINANCIAL CORP | $48.0M | 245,403 | +10,705 | add |
| 66 | TWO SIGMA INVESTMENTS, LP | $46.8M | 239,593 | −352,060 | trim |
| 67 | BANK OF MONTREAL /CAN/ | $45.6M | 233,227 | −23,390 | trim |
| 68 | SUMMITRY LLC | $43.7M | 223,625 | +5,450 | add |
| 69 | MILLENNIUM MANAGEMENT LLC | $42.5M | 217,256 | +168,336 | add |
| 70 | ASSOCIATED BANC-CORP | $41.1M | 210,162 | +84,374 | add |
| 71 | SCOTIA CAPITAL INC. | $40.5M | 207,067 | +162,649 | add |
| 72 | Quantinno Capital Management LP | $38.9M | 199,211 | +64,835 | add |
| 73 | AVITY INVESTMENT MANAGEMENT INC. | $36.1M | 184,900 | −1,989 | trim |
| 74 | VICTORY CAPITAL MANAGEMENT INC | $34.5M | 176,353 | −7,090 | trim |
| 75 | 1832 Asset Management L.P. | $34.0M | 174,179 | +16,557 | add |
| 76 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $32.5M | 166,157 | −6,429 | trim |
| 77 | ALLIANCEBERNSTEIN L.P. | $31.9M | 203,334 | −39,638 | trim |
| 78 | Universal- Beteiligungs- und Servicegesellschaft mbH | $30.6M | 155,905 | +3,808 | add |
| 79 | Gotham Asset Management, LLC | $30.0M | 153,414 | +5,009 | add |
| 80 | JUPITER ASSET MANAGEMENT LTD | $28.1M | 143,787 | −14,231 | trim |
| 81 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $26.9M | 137,785 | −185,503 | trim |
| 82 | NEOS Investment Management LLC | $26.6M | 136,149 | +25,286 | add |
| 83 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $26.3M | 134,800 | −36,887 | trim |
| 84 | WEITZ INVESTMENT MANAGEMENT, INC. | $25.8M | 132,000 | −76,800 | trim |
| 85 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $25.5M | 130,583 | −1,920 | trim |
| 86 | Mirae Asset Global Investments Co., Ltd. | $25.4M | 130,094 | +16,478 | add |
| 87 | Creative Planning | $24.9M | 127,247 | +23,374 | add |
| 88 | Schonfeld Strategic Advisors LLC | $24.5M | 125,500 | +125,500 | new |
| 89 | BANK OF NOVA SCOTIA | $24.4M | 124,911 | −300,195 | trim |
| 90 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $23.8M | 121,588 | +6,050 | add |
| 91 | SEI INVESTMENTS CO | $23.7M | 121,217 | +36,447 | add |
| 92 | ABN AMRO INVESTMENT SOLUTIONS | $23.6M | 120,942 | +113,850 | add |
| 93 | Walleye Capital LLC | $23.0M | 117,636 | +117,536 | add |
| 94 | STATE OF WISCONSIN INVESTMENT BOARD | $22.7M | 116,356 | −11,118 | trim |
| 95 | WEDGEWOOD PARTNERS INC | $22.3M | 113,941 | −6,110 | trim |
| 96 | Aberdeen Group plc | $21.9M | 112,027 | −5,562 | trim |
| 97 | Interval Partners, LP | $21.2M | 108,409 | +108,409 | new |
| 98 | Pictet Asset Management Holding SA | $21.0M | 107,647 | −241 | trim |
| 99 | Baird Financial Group, Inc. | $21.0M | 107,369 | +107,369 | new |
| 100 | LPL Financial LLC | $20.9M | 106,811 | −9,567 | trim |
| 101 | Vident Advisory, LLC | $20.9M | 106,762 | −28 | trim |
| 102 | Federation des caisses Desjardins du Quebec | $18.9M | 96,633 | +53,925 | add |
| 103 | AustralianSuper Pty Ltd | $18.8M | 96,284 | +21,279 | add |
| 104 | STOREBRAND ASSET MANAGEMENT AS | $18.8M | 96,094 | — | no prior |
| 105 | Squarepoint Ops LLC | $18.6M | 94,951 | +90,047 | add |
| 106 | Vanguard Investments Australia, Ltd. | $18.3M | 93,504 | — | no prior |
| 107 | Chevy Chase Trust Holdings, LLC | $17.8M | 90,923 | −3,873 | trim |
| 108 | Granite Investment Partners, LLC | $17.6M | 90,092 | +17,887 | add |
| 109 | PRUDENTIAL FINANCIAL INC | $17.5M | 89,729 | −1,422 | trim |
| 110 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $17.4M | 89,173 | +27,414 | add |
| 111 | Financial Engines Advisors L.L.C. | $17.4M | 88,893 | +88,893 | new |
| 112 | CIBC Asset Management Inc | $17.3M | 88,443 | +100 | add |
| 113 | TRUIST FINANCIAL CORP | $17.2M | 88,097 | −2,883 | trim |
| 114 | GATEWAY INVESTMENT ADVISERS LLC | $16.9M | 86,723 | −4,829 | trim |
| 115 | WINTON GROUP Ltd | $16.5M | 84,308 | +68,811 | add |
| 116 | SIRIOS CAPITAL MANAGEMENT L P | $15.9M | 81,609 | −34,932 | trim |
| 117 | NOMURA ASSET MANAGEMENT CO LTD | $15.8M | 80,873 | +2,632 | add |
| 118 | Asset Management One Co., Ltd. | $15.7M | 80,471 | +590 | add |
| 119 | Vest Financial, LLC | $15.4M | 78,852 | −57,907 | trim |
| 120 | Swedbank AB | $15.4M | 78,672 | +283 | add |
| 121 | Connor, Clark & Lunn Investment Management Ltd. | $15.3M | 78,512 | +78,512 | new |
| 122 | Verition Fund Management LLC | $15.2M | 77,647 | +58,194 | add |
| 123 | Rafferty Asset Management, LLC | $14.9M | 76,356 | −21,173 | trim |
| 124 | STATE OF MICHIGAN RETIREMENT SYSTEM | $14.9M | 76,188 | −100 | trim |
| 125 | BCV Asset Management Inc. | $14.7M | 75,137 | +171 | add |
| 126 | Ensign Peak Advisors, Inc | $14.3M | 73,281 | −11,820 | trim |
| 127 | Mariner, LLC | $13.4M | 68,475 | −2,284 | trim |
| 128 | State of New Jersey Common Pension Fund D | $12.7M | 65,229 | 0 | no change |
| 129 | Resona Asset Management Co.,Ltd. | $12.4M | 63,657 | +199 | add |
| 130 | NATIONAL BANK OF CANADA /FI/ | $12.2M | 62,554 | −161,179 | trim |
| 131 | Lansforsakringar Fondforvaltning AB (publ) | $12.1M | 62,054 | +4,010 | add |
| 132 | Bensler, LLC | $12.0M | 61,481 | +3,631 | add |
| 133 | Daiwa Securities Group Inc. | $11.7M | 59,806 | −15,594 | trim |
| 134 | Swiss Life Asset Management Ltd | $11.0M | 56,306 | +5,228 | add |
| 135 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $11.0M | 56,243 | +1,495 | add |
| 136 | TORONTO DOMINION BANK | $11.0M | 56,044 | −8,883 | trim |
| 137 | Sanctuary Advisors, LLC | $10.9M | 55,873 | +6,097 | add |
| 138 | CANADA PENSION PLAN INVESTMENT BOARD | $10.7M | 54,756 | −46,744 | trim |
| 139 | Tredje AP-fonden | $10.5M | 53,550 | +53,550 | new |
| 140 | Cornerstone Advisors, LLC | $10.4M | 53,062 | 0 | no change |
| 141 | Voleon Capital Management LP | $10.3M | 52,786 | −95,466 | trim |
| 142 | Empowered Funds, LLC | $10.3M | 52,784 | +52,784 | new |
| 143 | Arizona State Retirement System | $10.0M | 51,135 | −715 | trim |
| 144 | Midwest Trust Co | $9.9M | 50,885 | +10,496 | add |
| 145 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.9M | 50,471 | +50,471 | new |
| 146 | Czech National Bank | $9.8M | 50,113 | +1,593 | add |
| 147 | Intrinsic Edge Capital Management LLC | $9.8M | 50,112 | −10,000 | trim |
| 148 | Corient Private Wealth LLC | $9.7M | 50,613 | −130,279 | trim |
| 149 | Robeco Institutional Asset Management B.V. | $9.7M | 49,540 | +43,096 | add |
| 150 | Kinsale Capital Group, Inc. | $9.6M | 49,140 | +6,798 | add |
| 151 | Focus Partners Wealth | $9.4M | 48,153 | +3,721 | add |
| 152 | Zurcher Kantonalbank (Zurich Cantonalbank) | $9.1M | 46,411 | +46,411 | new |
| 153 | Inspire Investing, LLC | $9.0M | 46,227 | +7,345 | add |
| 154 | USS Investment Management Ltd | $9.0M | 46,079 | +4,059 | add |
| 155 | Assenagon Asset Management S.A. | $8.6M | 44,183 | −63,831 | trim |
| 156 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.5M | 43,684 | −30,920 | trim |
| 157 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $8.4M | 42,863 | +62 | add |
| 158 | Moran Wealth Management, LLC | $8.3M | 42,544 | +7,431 | add |
| 159 | GUGGENHEIM CAPITAL LLC | $8.2M | 42,078 | −9,975 | trim |
| 160 | Man Group plc | $7.9M | 40,594 | +25,958 | add |
| 161 | 4D Advisors, LLC | $7.8M | 40,000 | +40,000 | new |
| 162 | Korea Investment CORP | $7.8M | 39,752 | −47,573 | trim |
| 163 | FIFTH THIRD BANCORP | $7.7M | 39,218 | +32,506 | add |
| 164 | Retirement Systems of Alabama | $7.6M | 39,075 | −69 | trim |
| 165 | Sone Capital Management, LLC | $7.6M | 38,796 | −30,311 | trim |
| 166 | Rakuten Investment Management, Inc. | $7.6M | 39,831 | +4,121 | add |
| 167 | Banco Santander, S.A. | $7.3M | 37,466 | 0 | no change |
| 168 | SEB Asset Management AB | $7.1M | 36,470 | — | no prior |
| 169 | Shellback Capital, LP | $7.1M | 36,351 | +36,351 | new |
| 170 | Woodline Partners LP | $7.1M | 36,205 | +4,715 | add |
| 171 | Cerity Partners LLC | $7.0M | 35,811 | +6,723 | add |
| 172 | IFM Investors Pty Ltd | $6.8M | 34,981 | −1,547 | trim |
| 173 | Wealthfront Advisers LLC | $6.6M | 34,022 | +4,963 | add |
| 174 | CASTLEARK MANAGEMENT LLC | $6.6M | 33,910 | −61,820 | trim |
| 175 | OP Asset Management Ltd | $6.5M | 33,324 | — | no prior |
| 176 | XPONANCE LLC | $6.5M | 33,278 | +4,194 | add |
| 177 | Vanguard Personalized Indexing Management, LLC | $6.2M | 31,648 | +876 | add |
| 178 | Cetera Investment Advisers | $6.0M | 30,758 | +4,762 | add |
| 179 | Utah Retirement Systems | $5.8M | 29,862 | −893 | trim |
| 180 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $5.7M | 29,111 | +5,815 | add |
| 181 | OSAIC HOLDINGS, INC. | $5.6M | 28,445 | +3,734 | add |
| 182 | HARBER ASSET MANAGEMENT LLC | $5.4M | 27,646 | −28,238 | trim |
| 183 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $5.4M | 27,411 | +717 | add |
| 184 | Union Bancaire Privee, UBP SA | $5.3M | 29,866 | −10,695 | trim |
| 185 | Fideuram Asset Management (Ireland) dac | $5.3M | 27,370 | +14,438 | add |
| 186 | OpenArc Corporate Advisory, LLC | $5.3M | 26,897 | +6,612 | add |
| 187 | Peregrine Asset Advisers, Inc. | $5.2M | 26,546 | +9,593 | add |
| 188 | TD Waterhouse Canada Inc. | $5.2M | 25,821 | +24,507 | add |
| 189 | Covenant Asset Management, LLC | $5.1M | 26,008 | +26,008 | new |
| 190 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $5.1M | 25,938 | −7,571 | trim |
| 191 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | $5.0M | 25,830 | −346 | trim |
| 192 | MACKENZIE FINANCIAL CORP | $4.9M | 25,324 | −807 | trim |
| 193 | SHELTON CAPITAL MANAGEMENT | $4.7M | 23,981 | −920 | trim |
| 194 | JOHNSON INVESTMENT COUNSEL INC | $4.7M | 23,803 | +13,157 | add |
| 195 | Sumitomo Mitsui DS Asset Management Company, Ltd | $4.6M | 23,785 | +492 | add |
| 196 | Roundview Capital LLC | $4.6M | 23,641 | +199 | add |
| 197 | Tidal Investments LLC | $4.6M | 23,324 | +23,324 | new |
| 198 | Eurizon Capital SGR S.p.A. | $4.2M | 21,603 | +2,331 | add |
| 199 | Regal Investment Advisors LLC | $4.2M | 21,515 | +234 | add |
| 200 | Avanza Fonder AB | $4.2M | 21,376 | −3,800 | trim |
| 201 | CREDIT AGRICOLE S A | $4.2M | 21,337 | +5,378 | add |
| 202 | US BANCORP \DE\ | $4.2M | 21,328 | +1,026 | add |
| 203 | Bank Julius Baer & Co. Ltd, Zurich | $4.1M | 21,737 | −3,303 | trim |
| 204 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $4.1M | 21,092 | +21,092 | new |
| 205 | Grantham, Mayo, Van Otterloo & Co. LLC | $4.1M | 20,941 | −712 | trim |
| 206 | MGO ONE SEVEN LLC | $4.0M | 20,709 | +914 | add |
| 207 | QRG CAPITAL MANAGEMENT, INC. | $4.0M | 20,456 | +20,456 | new |
| 208 | Janus Henderson Group Ltd. | $3.9M | 19,722 | −121 | trim |
| 209 | Alpha Omega Wealth Management LLC | $3.9M | 19,713 | −845 | trim |
| 210 | Pathstone Holdings, LLC | $3.8M | 19,700 | +1,231 | add |
| 211 | XTX Topco Ltd | $3.8M | 19,641 | +18,283 | add |
| 212 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $3.8M | 19,576 | −187 | trim |
| 213 | Principle Wealth Partners LLC | $3.8M | 19,516 | −1,895 | trim |
| 214 | Karani Asset Management LLC | $3.8M | 19,361 | −13,630 | trim |
| 215 | Norinchukin Bank, The | $3.8M | 19,265 | +3,849 | add |
| 216 | Orion Porfolio Solutions, LLC | $3.7M | 19,184 | −342 | trim |
| 217 | NORDEA INVESTMENT MANAGEMENT AB | $3.7M | 19,686 | +22 | add |
| 218 | MACQUARIE GROUP LTD | $3.7M | 19,069 | −4,879 | trim |
| 219 | Davidson Kahn Capital Management, LLC | $3.7M | 19,063 | −1,229 | trim |
| 220 | MERCER GLOBAL ADVISORS INC /ADV | $3.7M | 18,681 | +2,710 | add |
| 221 | UniSuper Management Pty Ltd | $3.6M | 18,214 | −2,116 | trim |
| 222 | HighTower Advisors, LLC | $3.6M | 18,188 | +1,725 | add |
| 223 | BRANT POINT INVESTMENT MANAGEMENT LLC | $3.5M | 17,885 | +711 | add |
| 224 | BLAIR WILLIAM & CO/IL | $3.5M | 17,773 | −86 | trim |
| 225 | MONTAG A & ASSOCIATES INC | $3.4M | 17,514 | +17,514 | new |
| 226 | Candriam S.C.A. | $3.4M | 17,493 | +1,215 | add |
| 227 | &PARTNERS | $3.4M | 17,432 | +17,432 | new |
| 228 | Caprock Group, LLC | $3.4M | 17,431 | +2,328 | add |
| 229 | Beacon Pointe Advisors, LLC | $3.4M | 17,344 | +14,136 | add |
| 230 | RITHOLTZ WEALTH MANAGEMENT | $3.4M | 17,150 | +160 | add |
| 231 | ExodusPoint Capital Management, LP | $3.3M | 16,995 | +16,995 | new |
| 232 | Graham Capital Management, L.P. | $3.3M | 16,800 | +16,800 | new |
| 233 | EP Wealth Advisors, LLC | $3.2M | 16,182 | +14,658 | add |
| 234 | Allianz Asset Management GmbH | $3.2M | 16,166 | +1,781 | add |
| 235 | Miller Capital Partners, Inc. | $3.1M | 15,803 | −304 | trim |
| 236 | Tower Research Capital LLC (TRC) | $3.1M | 15,789 | −1,154 | trim |
| 237 | Knollwood Investment Advisory, LLC | $3.1M | 15,754 | 0 | no change |
| 238 | PROFUND ADVISORS LLC | $3.0M | 15,108 | −3,020 | trim |
| 239 | WESTCO ADVISORY SERVICES INC /ADV | $2.9M | 15,053 | — | no prior |
| 240 | Curi Capital, LLC | $2.9M | 14,591 | −1,730 | trim |
| 241 | ELEVATION POINT WEALTH PARTNERS, LLC | $2.8M | 14,461 | +8,498 | add |
| 242 | HB Wealth Management, LLC | $2.8M | 14,452 | +156 | add |
| 243 | SCHRODER INVESTMENT MANAGEMENT GROUP | $2.8M | 14,343 | −3,620 | trim |
| 244 | K.J. Harrison & Partners Inc | $2.8M | 14,181 | +5,000 | add |
| 245 | Waverly Advisors, LLC | $2.8M | 14,110 | +1,112 | add |
| 246 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.7M | 13,848 | −3,187 | trim |
| 247 | M&T BANK CORP | $2.7M | 14,017 | −1,187 | trim |
| 248 | Kestra Advisory Services, LLC | $2.7M | 13,979 | +281 | add |
| 249 | AZZAD ASSET MANAGEMENT INC /ADV | $2.7M | 13,945 | −400 | trim |
| 250 | Emerald Investment Advisers, LLC | $2.7M | 13,942 | — | no prior |
| 251 | SIMPLEX TRADING, LLC | $2.7M | 13,838 | +13,838 | new |
| 252 | Choate Investment Advisors | $2.7M | 13,648 | +228 | add |
| 253 | Investment Management Corp of Ontario | $2.6M | 13,505 | −3,959 | trim |
| 254 | Capital Investment Counsel, Inc | $2.6M | 13,441 | −3,002 | trim |
| 255 | CWM, LLC | $2.6M | 13,188 | −952 | trim |
| 256 | HITE Hedge Asset Management LLC | $2.6M | 13,172 | +13,172 | new |
| 257 | WESTPAC BANKING CORP | $2.6M | 13,122 | −1,353 | trim |
| 258 | APG Asset Management N.V. | $2.6M | 15,040 | −1,050 | trim |
| 259 | GHP Investment Advisors, Inc. | $2.5M | 12,880 | −2,411 | trim |
| 260 | Harfst & Associates, Inc. | $2.5M | 12,595 | +455 | add |
| 261 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $2.5M | 12,545 | +104 | add |
| 262 | Ameritas Investment Partners, Inc. | $2.4M | 12,276 | −64 | trim |
| 263 | Third View Private Wealth, LLC | $2.3M | 11,713 | +790 | add |
| 264 | Atria Investments, Inc | $2.3M | 11,711 | +40 | add |
| 265 | JANE STREET GROUP, LLC | $2.3M | 11,702 | +6,743 | add |
| 266 | Linden Thomas Advisory Services, LLC | $2.2M | 11,410 | +1,941 | add |
| 267 | MIZUHO SECURITIES USA LLC | $2.2M | 11,124 | −2,274 | trim |
| 268 | Brevan Howard Capital Management LP | $2.1M | 10,818 | +10,818 | new |
| 269 | FEDERATED HERMES, INC. | $2.1M | 10,700 | −52,398 | trim |
| 270 | Sequoia Financial Advisors, LLC | $2.1M | 10,589 | −499 | trim |
| 271 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 10,414 | −15 | trim |
| 272 | Johnson Financial Group, Inc. | $2.0M | 10,155 | −384 | trim |
| 273 | MML INVESTORS SERVICES, LLC | $2.0M | 10,077 | −982 | trim |
| 274 | Malaga Cove Capital, LLC | $2.0M | 10,029 | +172 | add |
| 275 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $2.0M | 9,991 | +9,991 | new |
| 276 | OMERS ADMINISTRATION Corp | $1.9M | 9,956 | +2,946 | add |
| 277 | Pullen Investment Management, LLC | $1.9M | 9,615 | +9,615 | new |
| 278 | Osmosis Investment Management UK Ltd | $1.9M | 9,485 | +9,485 | new |
| 279 | Maryland State Retirement & Pension System | $1.8M | 9,254 | −244 | trim |
| 280 | Summit Trail Advisors, LLC | $1.8M | 8,984 | +1,275 | add |
| 281 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 8,784 | −955 | trim |
| 282 | Waterfront Wealth Inc. | $1.7M | 8,770 | +476 | add |
| 283 | TOWNSQUARE CAPITAL LLC | $1.7M | 8,714 | +1,332 | add |
| 284 | Oxford Wealth Group, LLC | $1.7M | 8,692 | +3 | add |
| 285 | Accretive Wealth Partners, LLC | $1.7M | 8,592 | +95 | add |
| 286 | Procyon Advisors, LLC | $1.7M | 8,572 | −2,435 | trim |
| 287 | FULTON BANK, N.A. | $1.7M | 8,506 | +785 | add |
| 288 | Allspring Global Investments Holdings, LLC | $1.6M | 8,248 | +338 | add |
| 289 | PITTENGER & ANDERSON INC | $1.6M | 8,360 | +8,140 | add |
| 290 | Vontobel Holding Ltd. | $1.6M | 8,307 | +6 | add |
| 291 | WIN ADVISORS, INC | $1.6M | 8,178 | +8,178 | new |
| 292 | Dynasty Wealth Management, LLC | $1.6M | 8,067 | +3,185 | add |
| 293 | CIM, LLC | $1.6M | 8,057 | −76 | trim |
| 294 | Vestmark Advisory Solutions, Inc. | $1.5M | 7,893 | +77 | add |
| 295 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $1.5M | 7,892 | +1,327 | add |
| 296 | NATIXIS | $1.5M | 7,818 | −27,976 | trim |
| 297 | Lansing Management LP | $1.5M | 7,800 | −3,334 | trim |
| 298 | MUFG Securities EMEA plc | $1.5M | 7,543 | 0 | no change |
| 299 | One Wealth Advisors, LLC | $1.5M | 7,513 | +142 | add |
| 300 | FORTRESS PRIVATE LEDGER, LLC | $1.5M | 7,484 | +267 | add |
| 301 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $1.4M | 7,413 | +626 | add |
| 302 | E Fund Management Co., Ltd. | $1.4M | 7,376 | — | no prior |
| 303 | FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 6,699 | −412 | trim |
| 304 | Walleye Trading LLC | $1.4M | 7,153 | +3,777 | add |
| 305 | Camarda Financial Advisors, LLC | $1.4M | 7,151 | +7,151 | new |
| 306 | STEPHENS INC /AR/ | $1.4M | 6,710 | −1,269 | trim |
| 307 | Values First Advisors, Inc. | $1.3M | 6,831 | +300 | add |
| 308 | Smart Money Group LLC | $1.3M | 6,827 | +187 | add |
| 309 | CFM WEALTH PARTNERS LLC | $1.3M | 6,750 | 0 | no change |
| 310 | Dai-ichi Life Insurance Company, Ltd | $1.3M | 6,708 | −510 | trim |
| 311 | Nicholas Investment Partners, LP | $1.3M | 6,589 | 0 | no change |
| 312 | Mitsubishi UFJ Trust & Banking Corp | $1.3M | 6,465 | −2,232 | trim |
| 313 | HANCOCK WHITNEY CORP | $1.3M | 6,412 | +6,412 | new |
| 314 | Crossmark Global Holdings, Inc. | $1.2M | 6,235 | — | no prior |
| 315 | Wilmington Savings Fund Society, FSB | $1.2M | 6,219 | 0 | no change |
| 316 | Ironvine Capital Partners, LLC | $1.2M | 6,193 | −3,433 | trim |
| 317 | Rockefeller Capital Management L.P. | $1.2M | 6,176 | −981 | trim |
| 318 | Jefferies Financial Group Inc. | $1.2M | 6,062 | −3,336 | trim |
| 319 | REGIONS FINANCIAL CORP | $1.2M | 6,055 | −96 | trim |
| 320 | Ascent Group, LLC | $1.2M | 5,905 | −2,905 | trim |
| 321 | Empirical Finance, LLC | $1.2M | 5,903 | −9 | trim |
| 322 | NewEdge Advisors, LLC | $1.2M | 5,895 | +5,895 | new |
| 323 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $1.2M | 5,888 | +9 | add |
| 324 | Laird Norton Wetherby Trust Company, LLC | $1.1M | 5,836 | −213 | trim |
| 325 | Apollon Wealth Management, LLC | $1.1M | 5,832 | +493 | add |
| 326 | Steward Partners Investment Advisory, LLC | $1.1M | 5,730 | −1,320 | trim |
| 327 | Cherokee Insurance Co | $1.1M | 5,700 | 0 | no change |
| 328 | Portfolio Design Labs, LLC | $1.1M | 5,687 | −4,030 | trim |
| 329 | LVW Advisors, LLC | $1.1M | 5,668 | −525 | trim |
| 330 | GREAT VALLEY ADVISOR GROUP, INC. | $1.1M | 5,638 | +1,171 | add |
| 331 | CI INVESTMENTS INC. | $1.1M | 5,557 | −11 | trim |
| 332 | North Dakota State Investment Board | $1.1M | 5,387 | −1,005 | trim |
| 333 | Metis Global Partners, LLC | $1.0M | 5,303 | −642 | trim |
| 334 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.0M | 5,261 | +31 | add |
| 335 | Wealthcare Advisory Partners LLC | $1.0M | 5,161 | −454 | trim |
| 336 | AE Wealth Management LLC | $1.0M | 5,135 | −3,079 | trim |
| 337 | Callan Family Office, LLC | $996K | 5,096 | +111 | add |
| 338 | Giverny Capital Inc. | $978K | 5,006 | −249 | trim |
| 339 | PKO Investment Management Joint-Stock Co | $977K | 5,000 | +5,000 | new |
| 340 | MONTGOMERY INVESTMENT MANAGEMENT INC | $973K | 4,980 | 0 | no change |
| 341 | SECURIAN ASSET MANAGEMENT, INC | $969K | 4,957 | 0 | no change |
| 342 | EXCHANGE TRADED CONCEPTS, LLC | $959K | 4,907 | +4,268 | add |
| 343 | ZACKS INVESTMENT MANAGEMENT | $959K | 4,907 | −2,656 | trim |
| 344 | BENJAMIN EDWARDS INC | $945K | 4,836 | +165 | add |
| 345 | Advisory Alpha, LLC | $945K | 4,834 | +920 | add |
| 346 | OPPENHEIMER & CO INC | $942K | 4,819 | −2,051 | trim |
| 347 | SIGNATUREFD, LLC | $932K | 4,770 | +602 | add |
| 348 | Perpetual Ltd | $920K | 4,707 | +23 | add |
| 349 | CHOREO, LLC | $913K | 4,672 | +4,672 | new |
| 350 | D. E. Shaw & Co., Inc. | $899K | 4,600 | +4,600 | new |
| 351 | Merit Financial Group, LLC | $880K | 4,503 | +65 | add |
| 352 | Verdence Capital Advisors LLC | $872K | 4,464 | −717 | trim |
| 353 | Premier Path Wealth Partners, LLC | $868K | 4,441 | +2,997 | add |
| 354 | INTECH INVESTMENT MANAGEMENT LLC | $866K | 4,433 | −48,137 | trim |
| 355 | OAK RIDGE INVESTMENTS LLC | $862K | 4,409 | −3 | trim |
| 356 | Lombard Odier Asset Management (USA) Corp | $837K | 4,285 | −5,496 | trim |
| 357 | Siemens Fonds Invest GmbH | $832K | 4,258 | +77 | add |
| 358 | LBP AM SA | $815K | 4,172 | +4,172 | new |
| 359 | Private Advisor Group, LLC | $814K | 4,164 | +55 | add |
| 360 | Edgestream Partners, L.P. | $798K | 4,082 | −86,894 | trim |
| 361 | CIBC WORLD MARKET INC. | $796K | 4,075 | −7,273 | trim |
| 362 | OPPENHEIMER ASSET MANAGEMENT INC. | $796K | 4,074 | −423 | trim |
| 363 | Harold Davidson & Associates Inc. | $782K | 4,003 | −66 | trim |
| 364 | Diversified Trust Co | $765K | 3,913 | +30 | add |
| 365 | Westerkirk Capital Inc. | $762K | 3,900 | −1,100 | trim |
| 366 | iSAM Funds (UK) Ltd | $756K | 3,871 | −348 | trim |
| 367 | Perbak Capital Partners LLP | $740K | 3,788 | −3,032 | trim |
| 368 | COMMERCE BANK | $734K | 3,757 | +122 | add |
| 369 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $731K | 3,742 | +623 | add |
| 370 | Worthington Financial Partners, LLC | $725K | 3,708 | −113 | trim |
| 371 | Gibbs Wealth Management | $723K | 3,699 | +651 | add |
| 372 | Stratos Wealth Partners, LTD. | $718K | 3,672 | +18 | add |
| 373 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $705K | 3,606 | +615 | add |
| 374 | TEMA ETFS LLC | $696K | 3,564 | +14 | add |
| 375 | CALTON & ASSOCIATES, INC. | $692K | 3,539 | −1,320 | trim |
| 376 | Concentric Capital Strategies, LP | $691K | 3,534 | +3,534 | new |
| 377 | Signature Equity Partners, LLC | $681K | 3,485 | +3,485 | new |
| 378 | Argos Wealth Advisors, LLC | $675K | 3,456 | −226 | trim |
| 379 | ICICI Prudential Asset Management Co Ltd | $675K | 3,454 | +99 | add |
| 380 | EVERGREEN CAPITAL MANAGEMENT LLC | $667K | 3,416 | +610 | add |
| 381 | Evernest Financial Advisors, LLC | $663K | 3,006 | +2 | add |
| 382 | NOMURA HOLDINGS INC | $662K | 3,390 | −12,114 | trim |
| 383 | QUADRANT CAPITAL GROUP LLC | $649K | 3,319 | +40 | add |
| 384 | Stonehage Fleming Financial Services Holdings Ltd | $635K | 3,251 | −538 | trim |
| 385 | Concurrent Investment Advisors, LLC | $627K | 3,208 | +398 | add |
| 386 | J. Safra Sarasin Holding AG | $625K | 3,200 | −1,263 | trim |
| 387 | CNB Bank | $623K | 3,190 | +63 | add |
| 388 | COLDSTREAM CAPITAL MANAGEMENT INC | $620K | 3,172 | +363 | add |
| 389 | Banque Cantonale Vaudoise | $617K | 3,158 | +1,161 | add |
| 390 | EntryPoint Capital, LLC | $608K | 3,114 | +3,114 | new |
| 391 | Baron Wealth Management LLC | $607K | 3,106 | +3,106 | new |
| 392 | Allworth Financial LP | $605K | 3,097 | +687 | add |
| 393 | PRUDENTIAL PLC | $599K | 3,065 | 0 | no change |
| 394 | DIVERSIFY WEALTH MANAGEMENT, LLC | $598K | 2,858 | +2,858 | new |
| 395 | Silphium Asset Management Ltd | $592K | 3,028 | −1,935 | trim |
| 396 | Marex Group Ltd | $592K | 3,028 | −601 | trim |
| 397 | Wedmont Private Capital | $591K | 2,845 | +81 | add |
| 398 | ICW Investment Advisors LLC | $574K | 2,936 | +130 | add |
| 399 | Councilor Wealth, LLC | $570K | 2,916 | 0 | no change |
| 400 | SAGESPRING WEALTH PARTNERS, LLC | $570K | 2,915 | +1,220 | add |
| 401 | Vise Technologies, Inc. | $560K | 3,568 | 0 | no change |
| 402 | DAVENPORT & Co LLC | $559K | 2,861 | −115,382 | trim |
| 403 | PAX Financial Group, LLC | $558K | 2,857 | −536 | trim |
| 404 | OneAscent Investment Solutions LLC | $555K | 2,838 | +23 | add |
| 405 | Retirement Planning Group, LLC | $552K | 2,824 | −139 | trim |
| 406 | TEACHER RETIREMENT SYSTEM OF TEXAS | $549K | 2,810 | −3,460 | trim |
| 407 | PINNACLE ASSOCIATES LTD | $539K | 2,756 | +41 | add |
| 408 | Envestnet Portfolio Solutions, Inc. | $535K | 2,737 | +2,737 | new |
| 409 | Schorn Wealth LLC | $527K | 2,698 | 0 | no change |
| 410 | Modera Wealth Management, LLC | $526K | 2,693 | −72 | trim |
| 411 | ANGELES WEALTH MANAGEMENT, LLC | $504K | 2,577 | +447 | add |
| 412 | Proactive Wealth Strategies LLC | $503K | 2,575 | +1,289 | add |
| 413 | Lido Advisors, LLC | $501K | 2,565 | +334 | add |
| 414 | Columbia Asset Management | $500K | 2,558 | 0 | no change |
| 415 | Alamea Verwaltungs GmbH | $494K | 2,526 | −518 | trim |
| 416 | BAKER TILLY WEALTH MANAGEMENT, LLC | $488K | 2,499 | +30 | add |
| 417 | Chicago Partners Investment Group LLC | $485K | 2,203 | +2,203 | new |
| 418 | Quantum Private Wealth, LLC | $483K | 2,470 | 0 | no change |
| 419 | KEYBANK NATIONAL ASSOCIATION/OH | $479K | 2,450 | +56 | add |
| 420 | 111 Capital | $478K | 2,447 | +2,447 | new |
| 421 | Compound Planning, Inc. | $476K | 2,438 | +808 | add |
| 422 | NORDEN GROUP LLC | $473K | 2,418 | −38 | trim |
| 423 | PCB Capital LLC | $464K | 2,375 | — | no prior |
| 424 | Meeder Advisory Services, Inc. | $462K | 2,365 | +2 | add |
| 425 | Independent Advisor Alliance | $456K | 2,333 | +239 | add |
| 426 | Numerai GP LLC | $454K | 2,321 | +793 | add |
| 427 | Texas Capital Bank Wealth Management Services Inc | $452K | 2,314 | +2,314 | new |
| 428 | ALPS ADVISORS INC | $450K | 2,305 | +2,305 | new |
| 429 | Checchi Capital Advisers, LLC | $450K | 2,305 | +350 | add |
| 430 | Jacobi Capital Management LLC | $447K | 2,290 | −898 | trim |
| 431 | Aptus Capital Advisors, LLC | $440K | 2,253 | −367 | trim |
| 432 | Advisors Asset Management, Inc. | $440K | 2,251 | −274 | trim |
| 433 | AlphaCore Capital LLC | $439K | 2,246 | +528 | add |
| 434 | Keel Point, LLC | $428K | 2,190 | −196 | trim |
| 435 | Cresset Asset Management, LLC | $428K | 2,190 | +52 | add |
| 436 | NorthRock Partners, LLC | $421K | 2,157 | +2,157 | new |
| 437 | CHILDRESS CAPITAL ADVISORS, LLC | $421K | 2,155 | −229 | trim |
| 438 | FIDUCIARY TRUST CO | $420K | 2,149 | +2,149 | new |
| 439 | Avidian Wealth Enterprises, LLC | $418K | 2,138 | +2,138 | new |
| 440 | OneAscent Financial Services LLC | $413K | 2,111 | −194 | trim |
| 441 | Outlook Wealth Advisors, LLC | $408K | 2,087 | −16 | trim |
| 442 | Howard Capital Management, LLC | $404K | 2,068 | −2,830 | trim |
| 443 | JOURNEY STRATEGIC WEALTH LLC | $403K | 2,060 | +154 | add |
| 444 | WBH ADVISORY INC | $399K | 2,000 | 0 | no change |
| 445 | Lombard Odier Asset Management (Switzerland) SA | $394K | 2,014 | +2,014 | new |
| 446 | TWO SIGMA SECURITIES, LLC | $391K | 2,000 | +2,000 | new |
| 447 | SMITH CHAS P & ASSOCIATES PA CPAS | $387K | 1,980 | 0 | no change |
| 448 | one8zero8, LLC | $382K | 1,955 | −1,000 | trim |
| 449 | Smartleaf Asset Management LLC | $382K | 2,011 | +442 | add |
| 450 | First Nebraska Trust Co | $379K | 1,938 | — | no prior |
| 451 | Frec Markets, Inc. | $378K | 1,932 | +376 | add |
| 452 | MARATHON CAPITAL MANAGEMENT | $377K | 1,930 | +113 | add |
| 453 | SeaCrest Wealth Management, LLC | $375K | 1,921 | −84 | trim |
| 454 | OneDigital Investment Advisors LLC | $370K | 1,894 | −745 | trim |
| 455 | Pinnacle Financial Partners, Inc. | $369K | 1,887 | +1,887 | new |
| 456 | Trust Investment Advisors | $360K | 1,844 | 0 | no change |
| 457 | Kestra Investment Management, LLC | $358K | 1,833 | +386 | add |
| 458 | SevenBridge Financial Group, LLC | $358K | 1,628 | −34 | trim |
| 459 | Breakwater Capital Group | $354K | 1,814 | +1,814 | new |
| 460 | Marshall Financial Group, LLC | $353K | 1,808 | −299 | trim |
| 461 | Phoenix Financial Ltd. | $353K | 1,806 | +348 | add |
| 462 | Focus Partners Advisor Solutions, LLC | $351K | 1,842 | +431 | add |
| 463 | FIRST CITIZENS BANK & TRUST CO | $351K | 1,797 | +104 | add |
| 464 | Snowden Capital Advisors LLC | $350K | 1,793 | +112 | add |
| 465 | U.S. Capital Wealth Advisors, LLC | $349K | 1,786 | +301 | add |
| 466 | Gilman Hill Asset Management, LLC | $348K | 1,780 | 0 | no change |
| 467 | Pinnacle Wealth Planning Services, Inc. | $347K | 1,774 | +33 | add |
| 468 | PDS Planning, Inc | $342K | 1,750 | +64 | add |
| 469 | Essex Financial Services, Inc. | $340K | 1,738 | +302 | add |
| 470 | Parallax Volatility Advisers, L.P. | $338K | 1,504 | +1,504 | new |
| 471 | Empower Advisory Group, LLC | $337K | 1,726 | +10 | add |
| 472 | HOLDERNESS INVESTMENTS CO | $335K | 1,715 | 0 | no change |
| 473 | B. Riley Wealth Advisors, Inc. | $324K | 1,710 | +28 | add |
| 474 | Manchester Capital Management LLC | $324K | 1,658 | −2 | trim |
| 475 | CATALYST FINANCIAL PARTNERS LLC | $321K | 1,644 | +1,644 | new |
| 476 | PATTON FUND MANAGEMENT, INC. | $317K | 1,620 | +1,620 | new |
| 477 | Advyzon Investment Management, LLC | $314K | 1,608 | +1,608 | new |
| 478 | BANK OF NOVA SCOTIA TRUST CO | $314K | 1,608 | +1,608 | new |
| 479 | Forthright Family Wealth Advisory LLC | $313K | 1,426 | +1,426 | new |
| 480 | Aaron Wealth Advisors LLC | $311K | 1,593 | +104 | add |
| 481 | Tannin Capital LLC | $310K | 1,585 | +17 | add |
| 482 | Patriot Financial Group Insurance Agency, LLC | $306K | 1,568 | −1,331 | trim |
| 483 | Abacus Planning Group, Inc. | $305K | 1,562 | +1,562 | new |
| 484 | UHLMANN PRICE SECURITIES, LLC | $303K | 1,640 | +1,640 | new |
| 485 | Indivisible Partners | $302K | 1,547 | +100 | add |
| 486 | ASSETMARK, INC | $302K | 1,547 | +193 | add |
| 487 | FIDELIS CAPITAL PARTNERS, LLC | $296K | 1,516 | +67 | add |
| 488 | Deseret Mutual Benefit Administrators | $293K | 1,502 | +857 | add |
| 489 | PRINCIPAL SECURITIES, INC. | $291K | 1,488 | +1,488 | new |
| 490 | Freestone Grove Partners LP | $290K | 1,484 | −116,152 | trim |
| 491 | NewEdge Wealth, LLC | $288K | 1,474 | −1,862 | trim |
| 492 | GRIMES & Co WEALTH MANAGEMENT, LLC | $285K | 1,459 | +48 | add |
| 493 | PFG Advisors | $284K | 1,452 | −76 | trim |
| 494 | Quotient Wealth Partners, LLC | $281K | 1,439 | +110 | add |
| 495 | Clarendon Private LLC | $280K | 1,431 | −95 | trim |
| 496 | Perigon Wealth Management, LLC | $279K | 1,428 | +62 | add |
| 497 | Ballentine Partners, LLC | $276K | 1,412 | +97 | add |
| 498 | LEVEL FOUR ADVISORY SERVICES, LLC | $274K | 1,401 | +1,401 | new |
| 499 | PCM Encore, LLC | $273K | 1,395 | +97 | add |
| 500 | Clearstead Advisors, LLC | $268K | 1,372 | +695 | add |