| 1 | BlackRock, Inc. | $2.4B | 63,224,715 | +3,884 | add |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 47,198,638 | — | no prior |
| 3 | FRANKLIN RESOURCES INC | $1.7B | 43,836,112 | +1,498,063 | add |
| 4 | STATE STREET CORP | $1.5B | 39,415,824 | +534,322 | add |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 36,611,971 | — | no prior |
| 6 | Invesco Ltd. | $1.1B | 28,920,155 | −1,859,058 | trim |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | $936M | 24,509,301 | −9,483,576 | trim |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $737M | 19,367,328 | +440,426 | add |
| 9 | MORGAN STANLEY | $648M | 16,964,450 | −2,408,452 | trim |
| 10 | BANK OF AMERICA CORP /DE/ | $550M | 14,406,338 | +855,425 | add |
| 11 | BARCLAYS PLC | $511M | 13,385,498 | +8,510,763 | add |
| 12 | Boston Partners | $484M | 12,652,192 | −407,760 | trim |
| 13 | FMR LLC | $478M | 12,514,085 | +1,496,040 | add |
| 14 | MILLENNIUM MANAGEMENT LLC | $328M | 8,586,178 | +7,327,664 | add |
| 15 | CITADEL ADVISORS LLC | $318M | 8,325,635 | +6,502,534 | add |
| 16 | FEDERATED HERMES, INC. | $314M | 8,216,966 | +221,291 | add |
| 17 | NORTHERN TRUST CORP | $300M | 7,865,630 | −76,230 | trim |
| 18 | Point72 Asset Management, L.P. | $216M | 5,659,324 | +5,659,324 | new |
| 19 | Legal & General Group Plc | $208M | 5,437,566 | −105,703 | trim |
| 20 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $194M | 5,076,960 | −1,909,489 | trim |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $193M | 5,052,800 | +128,982 | add |
| 22 | ALLIANCEBERNSTEIN L.P. | $193M | 5,510,456 | −2,407,738 | trim |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $192M | 5,010,821 | −96,529 | trim |
| 24 | Bank of New York Mellon Corp | $179M | 4,697,981 | −63,237 | trim |
| 25 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $176M | 4,619,677 | +1,162,331 | add |
| 26 | BAHL & GAYNOR INC | $160M | 4,181,418 | −17,284 | trim |
| 27 | VANGUARD FIDUCIARY TRUST CO | $158M | 4,145,253 | — | no prior |
| 28 | Energy Income Partners, LLC | $153M | 4,014,732 | +48,369 | add |
| 29 | Clearbridge Investments, LLC | $139M | 3,638,250 | −2,662,775 | trim |
| 30 | RAYMOND JAMES FINANCIAL INC | $129M | 3,370,157 | −953,669 | trim |
| 31 | ENVESTNET ASSET MANAGEMENT INC | $124M | 3,250,405 | +100,321 | add |
| 32 | TWO SIGMA INVESTMENTS, LP | $123M | 3,215,730 | +3,215,730 | new |
| 33 | DIMENSIONAL FUND ADVISORS LP | $119M | 3,125,255 | +84,730 | add |
| 34 | WELLS FARGO & COMPANY/MN | $117M | 3,056,817 | +71,736 | add |
| 35 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $115M | 3,015,392 | +3,015,392 | new |
| 36 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $113M | 2,948,994 | −379,013 | trim |
| 37 | Empower Advisory Group, LLC | $102M | 2,663,033 | +153,854 | add |
| 38 | AMERICAN CENTURY COMPANIES INC | $101M | 2,654,948 | +591,288 | add |
| 39 | ExodusPoint Capital Management, LP | $101M | 2,647,453 | +762,480 | add |
| 40 | BALYASNY ASSET MANAGEMENT L.P. | $93.9M | 2,458,048 | +2,446,978 | add |
| 41 | JENNISON ASSOCIATES LLC | $88.0M | 2,303,982 | −49,727 | trim |
| 42 | ROYAL BANK OF CANADA | $86.7M | 2,269,883 | +174,942 | add |
| 43 | UBS Group AG | $85.6M | 2,240,571 | −553,853 | trim |
| 44 | Swiss National Bank | $82.9M | 2,170,900 | +144,300 | add |
| 45 | BANK OF MONTREAL /CAN/ | $80.5M | 2,108,401 | −622,284 | trim |
| 46 | D. E. Shaw & Co., Inc. | $80.1M | 2,097,761 | +975,093 | add |
| 47 | FIRST TRUST ADVISORS LP | $73.9M | 1,933,270 | −226,346 | trim |
| 48 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72.0M | 1,884,790 | +1,825,486 | add |
| 49 | Qube Research & Technologies Ltd | $71.3M | 1,865,540 | +1,865,540 | new |
| 50 | LPL Financial LLC | $65.6M | 1,716,466 | −42,040 | trim |
| 51 | Mitsubishi UFJ Asset Management Co., Ltd. | $64.2M | 1,680,291 | +133,532 | add |
| 52 | DEUTSCHE BANK AG\ | $63.5M | 1,662,985 | +174,046 | add |
| 53 | Vanguard Global Advisers, LLC | $61.6M | 1,611,952 | — | no prior |
| 54 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $61.6M | 1,611,635 | −20,464 | trim |
| 55 | Sumitomo Mitsui Trust Group, Inc. | $60.0M | 1,569,520 | −38,924 | trim |
| 56 | Nuveen, LLC | $59.4M | 1,554,631 | +43,714 | add |
| 57 | Cullen Capital Management, LLC | $58.9M | 1,541,645 | +32,219 | add |
| 58 | Jefferies Financial Group Inc. | $56.3M | 1,474,771 | +1,466,773 | add |
| 59 | VANGUARD ASSET MANAGEMENT, Ltd | $53.3M | 1,396,140 | — | no prior |
| 60 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $50.2M | 1,313,180 | −76,992 | trim |
| 61 | Squarepoint Ops LLC | $50.1M | 1,311,619 | +532,065 | add |
| 62 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $49.5M | 1,296,290 | −593,661 | trim |
| 63 | HSBC HOLDINGS PLC | $46.1M | 1,208,881 | −1,402,887 | trim |
| 64 | WORLDQUANT MILLENNIUM ADVISORS LLC | $44.1M | 1,154,000 | +98,525 | add |
| 65 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $44.0M | 1,152,847 | +16,791 | add |
| 66 | Hudson Bay Capital Management LP | $44.0M | 1,150,941 | +302,144 | add |
| 67 | VICTORY CAPITAL MANAGEMENT INC | $43.4M | 1,136,948 | −3,853 | trim |
| 68 | Freestone Grove Partners LP | $42.5M | 1,113,220 | +1,113,220 | new |
| 69 | National Pension Service | $42.3M | 1,106,473 | +1,106,473 | new |
| 70 | Janus Henderson Group Ltd. | $40.3M | 1,053,937 | +25,311 | add |
| 71 | Aventail Capital Group, LP | $38.1M | 998,381 | +751,582 | add |
| 72 | UniSuper Management Pty Ltd | $37.4M | 979,936 | −472,888 | trim |
| 73 | CIBC Bancorp USA Inc. | $36.2M | 947,381 | — | no prior |
| 74 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $35.8M | 936,870 | +936,870 | new |
| 75 | Aberdeen Group plc | $33.6M | 878,307 | −70,924 | trim |
| 76 | PRINCIPAL FINANCIAL GROUP INC | $31.9M | 835,620 | −28,931 | trim |
| 77 | Magellan Asset Management Ltd | $29.1M | 761,274 | +165,617 | add |
| 78 | Verbena Value LP | $28.3M | 740,500 | −25,600 | trim |
| 79 | TRUIST FINANCIAL CORP | $28.2M | 739,248 | −3,593 | trim |
| 80 | STIFEL FINANCIAL CORP | $28.2M | 737,511 | −5,011 | trim |
| 81 | Allianz Asset Management GmbH | $28.1M | 734,956 | +83,988 | add |
| 82 | CITIGROUP INC | $28.0M | 733,562 | −112,712 | trim |
| 83 | Verition Fund Management LLC | $27.7M | 725,211 | +663,865 | add |
| 84 | Vanguard Investments Australia, Ltd. | $27.5M | 719,303 | — | no prior |
| 85 | AQR CAPITAL MANAGEMENT LLC | $26.1M | 690,212 | +258,007 | add |
| 86 | PICTON MAHONEY ASSET MANAGEMENT | $24.7M | 647,653 | +88,212 | add |
| 87 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $24.5M | 641,230 | 0 | no change |
| 88 | CANADA PENSION PLAN INVESTMENT BOARD | $23.2M | 608,314 | −8,380 | trim |
| 89 | Investment Management Corp of Ontario | $22.6M | 590,668 | +540,630 | add |
| 90 | Amundi | $22.0M | 576,862 | +32,641 | add |
| 91 | Gotham Asset Management, LLC | $21.3M | 556,951 | +46,175 | add |
| 92 | MACQUARIE GROUP LTD | $21.2M | 554,945 | +24,907 | add |
| 93 | Trexquant Investment LP | $20.8M | 543,824 | +437,843 | add |
| 94 | Quantinno Capital Management LP | $20.6M | 540,351 | +239,493 | add |
| 95 | AE Wealth Management LLC | $20.5M | 536,010 | +67,277 | add |
| 96 | Ensign Peak Advisors, Inc | $19.4M | 508,808 | −83,497 | trim |
| 97 | Bridgewater Associates, LP | $16.3M | 425,621 | +370,735 | add |
| 98 | Asset Management One Co., Ltd. | $15.8M | 412,693 | −17,545 | trim |
| 99 | STATE OF WISCONSIN INVESTMENT BOARD | $15.1M | 396,200 | +13,090 | add |
| 100 | Dana Investment Advisors, Inc. | $15.1M | 394,682 | −6,990 | trim |
| 101 | HITE Hedge Asset Management LLC | $15.1M | 394,351 | 0 | no change |
| 102 | CIBC Asset Management Inc | $15.0M | 393,940 | +4,109 | add |
| 103 | OCCUDO QUANTITATIVE STRATEGIES LP | $15.0M | 399,818 | +327,402 | add |
| 104 | COMMONWEALTH EQUITY SERVICES, LLC | $14.6M | 381,762 | +47,811 | add |
| 105 | Chevy Chase Trust Holdings, LLC | $13.9M | 364,467 | −11,992 | trim |
| 106 | Allspring Global Investments Holdings, LLC | $13.8M | 359,235 | +110,928 | add |
| 107 | PRUDENTIAL FINANCIAL INC | $13.6M | 356,934 | −10,372 | trim |
| 108 | Cetera Investment Advisers | $13.6M | 356,872 | +15,189 | add |
| 109 | Mariner, LLC | $13.5M | 353,776 | +68,760 | add |
| 110 | FACTORY MUTUAL INSURANCE CO | $13.2M | 346,000 | +346,000 | new |
| 111 | GQG Partners LLC | $13.2M | 345,965 | −4,292,695 | trim |
| 112 | Mitsubishi UFJ Trust & Banking Corp | $13.2M | 345,826 | −6,134 | trim |
| 113 | AMERIPRISE FINANCIAL INC | $13.1M | 341,407 | +53,963 | add |
| 114 | Corient Private Wealth LLC | $12.6M | 330,855 | −107,956 | trim |
| 115 | SummitTX Capital, L.P. | $12.5M | 326,222 | −52,090 | trim |
| 116 | APG Asset Management N.V. | $12.2M | 369,329 | −6,726 | trim |
| 117 | Covalis Capital LLP | $12.2M | 320,294 | +320,294 | new |
| 118 | ROYAL LONDON ASSET MANAGEMENT LTD | $12.1M | 317,976 | −741 | trim |
| 119 | NEW YORK STATE COMMON RETIREMENT FUND | $11.6M | 304,235 | 0 | no change |
| 120 | Engineers Gate Manager LP | $11.6M | 302,660 | +273,508 | add |
| 121 | Wealthfront Advisers LLC | $11.5M | 300,722 | +64,023 | add |
| 122 | Capula Management Ltd | $11.5M | 450,000 | +450,000 | new |
| 123 | NOMURA ASSET MANAGEMENT CO LTD | $11.1M | 290,811 | −11,860 | trim |
| 124 | Tidal Investments LLC | $11.0M | 288,930 | +276,379 | add |
| 125 | Greenland Capital Management LP | $11.0M | 288,178 | +288,178 | new |
| 126 | Fisher Funds Management LTD | $10.9M | 285,798 | −38,956 | trim |
| 127 | TD ASSET MANAGEMENT INC | $10.9M | 284,879 | +24,164 | add |
| 128 | Cresset Asset Management, LLC | $10.8M | 280,701 | +2,877 | add |
| 129 | Universal- Beteiligungs- und Servicegesellschaft mbH | $10.7M | 279,536 | +1,530 | add |
| 130 | NATIXIS | $10.6M | 277,092 | +277,092 | new |
| 131 | TEMA ETFS LLC | $10.5M | 273,784 | +85,134 | add |
| 132 | OSAIC HOLDINGS, INC. | $10.4M | 273,238 | +18,947 | add |
| 133 | COMMERCE BANK | $10.3M | 269,040 | +226,154 | add |
| 134 | Korea Investment CORP | $10.2M | 267,500 | +267,500 | new |
| 135 | Schonfeld Strategic Advisors LLC | $10.1M | 264,581 | +264,581 | new |
| 136 | State of New Jersey Common Pension Fund D | $9.5M | 249,368 | −642 | trim |
| 137 | Foster Victor Wealth Advisors, LLC | $9.4M | 238,430 | +15,166 | add |
| 138 | Northside Capital Management, LLC | $9.1M | 237,999 | −8,274 | trim |
| 139 | Resona Asset Management Co.,Ltd. | $9.0M | 235,030 | +3,754 | add |
| 140 | Voleon Capital Management LP | $9.0M | 234,773 | +144,253 | add |
| 141 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $8.9M | 233,286 | −6,638 | trim |
| 142 | TORONTO DOMINION BANK | $8.9M | 232,141 | −30,763 | trim |
| 143 | NEW ENGLAND ASSET MANAGEMENT INC | $8.8M | 230,750 | 0 | no change |
| 144 | SEI INVESTMENTS CO | $8.6M | 224,285 | −130,077 | trim |
| 145 | Creative Planning | $8.5M | 222,950 | +58,686 | add |
| 146 | Sagefield Capital LP | $8.5M | 221,880 | −5,259 | trim |
| 147 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.4M | 220,234 | +137,103 | add |
| 148 | Man Group plc | $8.4M | 219,808 | −84,944 | trim |
| 149 | VOYA INVESTMENT MANAGEMENT LLC | $8.3M | 218,110 | +5,732 | add |
| 150 | Aquatic Capital Management LLC | $8.1M | 212,926 | +44,814 | add |
| 151 | FIFTH THIRD BANCORP | $8.1M | 211,042 | +179,801 | add |
| 152 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $8.0M | 210,588 | +22,229 | add |
| 153 | BANK OF NOVA SCOTIA | $7.9M | 207,636 | −138,089 | trim |
| 154 | Zurcher Kantonalbank (Zurich Cantonalbank) | $7.9M | 206,307 | +206,307 | new |
| 155 | Illinois Municipal Retirement Fund | $7.8M | 204,638 | −52,175 | trim |
| 156 | Ascent Wealth Partners, LLC | $7.7M | 201,547 | +96,371 | add |
| 157 | Czech National Bank | $7.7M | 201,465 | +6,408 | add |
| 158 | Arizona State Retirement System | $7.7M | 201,160 | −1,570 | trim |
| 159 | KAYNE ANDERSON CAPITAL ADVISORS LP | $7.6M | 200,042 | −176,068 | trim |
| 160 | STATE OF MICHIGAN RETIREMENT SYSTEM | $7.4M | 193,286 | −400 | trim |
| 161 | OPPENHEIMER ASSET MANAGEMENT INC. | $7.4M | 192,636 | +4,356 | add |
| 162 | Emerald Investment Advisers, LLC | $7.3M | 191,761 | — | no prior |
| 163 | NISA INVESTMENT ADVISORS, LLC | $6.9M | 179,623 | −442 | trim |
| 164 | Swiss Life Asset Management Ltd | $6.9M | 93,348 | +25,041 | add |
| 165 | Atom Investors LP | $6.8M | 177,082 | +84,175 | add |
| 166 | Galvin, Gaustad & Stein, LLC | $6.7M | 175,506 | −393,549 | trim |
| 167 | Pictet Asset Management Holding SA | $6.7M | 174,538 | −5,248 | trim |
| 168 | GUGGENHEIM CAPITAL LLC | $6.6M | 173,879 | +20,629 | add |
| 169 | MetLife Investment Management, LLC | $6.6M | 172,852 | −4,485 | trim |
| 170 | IFM Investors Pty Ltd | $6.3M | 164,350 | +4,394 | add |
| 171 | Grandview Asset Management LLC | $6.2M | 162,972 | −3,058 | trim |
| 172 | HighTower Advisors, LLC | $6.2M | 161,783 | −58,954 | trim |
| 173 | Retirement Systems of Alabama | $6.0M | 157,088 | −280 | trim |
| 174 | HENNESSY ADVISORS INC | $6.0M | 156,719 | 0 | no change |
| 175 | Taikang Asset Management (Hong Kong) Co Ltd | $5.8M | 151,871 | −62,630 | trim |
| 176 | &PARTNERS | $5.7M | 148,831 | +3,908 | add |
| 177 | Mirae Asset Global Investments Co., Ltd. | $5.5M | 144,933 | +22,612 | add |
| 178 | Woodline Partners LP | $5.5M | 144,891 | +18,683 | add |
| 179 | GLENMEDE TRUST CO NA | $5.5M | 144,351 | −40,918 | trim |
| 180 | Sanctuary Advisors, LLC | $5.5M | 144,076 | +2,278 | add |
| 181 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $5.2M | 137,029 | — | no prior |
| 182 | XPONANCE LLC | $5.0M | 132,013 | +15,193 | add |
| 183 | NATIONAL BANK OF CANADA /FI/ | $5.0M | 130,393 | −211,090 | trim |
| 184 | Howard Capital Management, LLC | $4.9M | 128,899 | −2,458 | trim |
| 185 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.8M | 126,242 | +35,687 | add |
| 186 | Daiwa Securities Group Inc. | $4.8M | 126,072 | +6,354 | add |
| 187 | NEOS Investment Management LLC | $4.7M | 123,220 | −170,504 | trim |
| 188 | US BANCORP \DE\ | $4.7M | 121,859 | +4,951 | add |
| 189 | Utah Retirement Systems | $4.6M | 120,145 | −1,528 | trim |
| 190 | Equitable Holdings, Inc. | $4.5M | 128,196 | −2,157 | trim |
| 191 | SOROS FUND MANAGEMENT LLC | $4.5M | 117,200 | +117,200 | new |
| 192 | New Age Alpha Advisors, LLC | $4.4M | 114,996 | −7,685 | trim |
| 193 | ProShare Advisors LLC | $4.3M | 113,016 | −27,443 | trim |
| 194 | Rakuten Investment Management, Inc. | $4.2M | 109,785 | +12,482 | add |
| 195 | YOUSIF CAPITAL MANAGEMENT, LLC | $4.2M | 108,862 | −2,671 | trim |
| 196 | Lido Advisors, LLC | $4.1M | 107,819 | +13,739 | add |
| 197 | XTX Topco Ltd | $4.1M | 107,249 | +80,911 | add |
| 198 | Qsemble Capital Management, LP | $4.1M | 106,956 | +106,956 | new |
| 199 | BCS Private Wealth Management, Inc. | $4.1M | 105,244 | +3,660 | add |
| 200 | Atria Investments, Inc | $4.0M | 103,789 | +2,153 | add |
| 201 | Jacobi Capital Management LLC | $3.9M | 103,322 | −2,954 | trim |
| 202 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $3.9M | 102,818 | +1,330 | add |
| 203 | MML INVESTORS SERVICES, LLC | $3.9M | 102,368 | −22,804 | trim |
| 204 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $3.9M | 101,939 | −29,032 | trim |
| 205 | USS Investment Management Ltd | $3.8M | 100,332 | 0 | no change |
| 206 | Vanguard Personalized Indexing Management, LLC | $3.8M | 99,993 | −6,814 | trim |
| 207 | BTG Pactual Asset Management US LLC | $3.8M | 99,328 | +99,328 | new |
| 208 | MACKENZIE FINANCIAL CORP | $3.8M | 98,366 | +13,072 | add |
| 209 | MERCER GLOBAL ADVISORS INC /ADV | $3.7M | 97,940 | −11,562 | trim |
| 210 | Sumitomo Mitsui DS Asset Management Company, Ltd | $3.7M | 97,114 | +2,015 | add |
| 211 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $3.7M | 96,320 | +1,377 | add |
| 212 | Vinva Investment Management Ltd | $3.6M | 95,652 | +86,269 | add |
| 213 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 93,088 | −51,496 | trim |
| 214 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $3.5M | 92,500 | −14,843 | trim |
| 215 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 86,404 | −60,103 | trim |
| 216 | Merit Financial Group, LLC | $3.3M | 86,956 | +19,164 | add |
| 217 | iSAM Funds (UK) Ltd | $3.3M | 85,213 | −25,875 | trim |
| 218 | Hennion & Walsh Asset Management, Inc. | $3.2M | 84,804 | −2,359 | trim |
| 219 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $3.2M | 84,777 | +100 | add |
| 220 | Leelyn Smith, LLC | $3.2M | 84,106 | +2,602 | add |
| 221 | M&T BANK CORP | $3.2M | 83,834 | −2,032 | trim |
| 222 | Private Advisor Group, LLC | $3.2M | 83,788 | +1,544 | add |
| 223 | DAVENPORT & Co LLC | $3.1M | 80,823 | +644 | add |
| 224 | Arkfeld Wealth Strategies, L.L.C. | $3.1M | 77,614 | −439 | trim |
| 225 | Quantbot Technologies LP | $3.0M | 79,471 | +79,471 | new |
| 226 | CREDIT AGRICOLE S A | $3.0M | 79,001 | −174,830 | trim |
| 227 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $3.0M | 78,667 | −751 | trim |
| 228 | Quadrant Private Wealth Management, LLC | $2.9M | 75,725 | −3,028 | trim |
| 229 | INTECH INVESTMENT MANAGEMENT LLC | $2.8M | 72,958 | +43,300 | add |
| 230 | Royal Palms Capital LLC | $2.8M | 72,590 | −747 | trim |
| 231 | Argyle Capital Management, LLC | $2.7M | 71,516 | 0 | no change |
| 232 | Plan Group Financial, LLC | $2.7M | 70,410 | +7,373 | add |
| 233 | KCM INVESTMENT ADVISORS LLC | $2.7M | 70,007 | −609 | trim |
| 234 | American Assets Investment Management, LLC | $2.7M | 70,000 | 0 | no change |
| 235 | Pathstone Holdings, LLC | $2.6M | 69,267 | +15,124 | add |
| 236 | FIRST NATIONAL TRUST CO | $2.6M | 67,272 | +3,806 | add |
| 237 | Portfolio Design Labs, LLC | $2.5M | 65,570 | −3,982 | trim |
| 238 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $2.5M | 65,284 | +1,046 | add |
| 239 | GATEWAY INVESTMENT ADVISERS LLC | $2.4M | 62,360 | +10,123 | add |
| 240 | Rafferty Asset Management, LLC | $2.3M | 59,870 | −21,592 | trim |
| 241 | FULTON BANK, N.A. | $2.3M | 59,097 | +356 | add |
| 242 | Cerity Partners LLC | $2.2M | 58,611 | +14,574 | add |
| 243 | Dynasty Wealth Management, LLC | $2.2M | 57,819 | −3,683 | trim |
| 244 | NewEdge Advisors, LLC | $2.2M | 57,521 | +57,521 | new |
| 245 | CHOREO, LLC | $2.1M | 55,369 | +13,725 | add |
| 246 | Rockefeller Capital Management L.P. | $2.1M | 55,437 | +1,537 | add |
| 247 | Ascent Group, LLC | $2.1M | 54,842 | −2,935 | trim |
| 248 | DC Investments Management, LLC | $2.0M | 53,464 | 0 | no change |
| 249 | Advisors Asset Management, Inc. | $2.0M | 53,019 | +4,810 | add |
| 250 | Havemeyer Place LP | $2.0M | 51,758 | +51,758 | new |
| 251 | StoneX Group Inc. | $2.0M | 51,212 | +43,600 | add |
| 252 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0M | 51,381 | +9,282 | add |
| 253 | J.W. COLE ADVISORS, INC. | $1.9M | 50,977 | +236 | add |
| 254 | MONARCH CAPITAL MANAGEMENT INC | $1.9M | 49,611 | −25 | trim |
| 255 | Fisher Asset Management, LLC | $1.9M | 49,783 | +325 | add |
| 256 | GREAT LAKES ADVISORS, LLC | $1.9M | 49,022 | −1,168 | trim |
| 257 | Aptus Capital Advisors, LLC | $1.9M | 49,008 | +9,204 | add |
| 258 | Eurizon Capital SGR S.p.A. | $1.8M | 48,007 | +16,954 | add |
| 259 | ARBOR CAPITAL MANAGEMENT INC /ADV | $1.8M | 46,104 | −1,811 | trim |
| 260 | ASSETMARK, INC | $1.8M | 46,248 | −613 | trim |
| 261 | Royal Fund Management, LLC | $1.8M | 46,089 | +2,574 | add |
| 262 | Vestmark Advisory Solutions, Inc. | $1.7M | 45,210 | −1,817 | trim |
| 263 | MIZUHO SECURITIES USA LLC | $1.7M | 44,720 | −9,143 | trim |
| 264 | NORDEA INVESTMENT MANAGEMENT AB | $1.7M | 44,013 | +49 | add |
| 265 | EP Wealth Advisors, LLC | $1.6M | 42,805 | −600 | trim |
| 266 | Focus Partners Wealth | $1.6M | 42,402 | +19,044 | add |
| 267 | HARTFORD INVESTMENT MANAGEMENT CO | $1.6M | 42,422 | −813 | trim |
| 268 | Kestra Advisory Services, LLC | $1.6M | 41,968 | −6,184 | trim |
| 269 | VARCOV Co. | $1.6M | 41,703 | +33,005 | add |
| 270 | JANE STREET GROUP, LLC | $1.6M | 41,662 | −7,217 | trim |
| 271 | TRUSTMARK BANK TRUST DEPARTMENT | $1.6M | 41,070 | +5,614 | add |
| 272 | Tower Research Capital LLC (TRC) | $1.6M | 40,713 | +1,112 | add |
| 273 | Chancellor Financial Group WB LP | $1.5M | 39,624 | +151 | add |
| 274 | MGO ONE SEVEN LLC | $1.5M | 39,439 | −3,987 | trim |
| 275 | NewEdge Wealth, LLC | $1.5M | 39,356 | −1,194 | trim |
| 276 | Quadrature Capital Ltd | $1.5M | 39,220 | +39,220 | new |
| 277 | Fideuram Asset Management (Ireland) dac | $1.5M | 41,191 | +41,162 | add |
| 278 | Ameritas Investment Partners, Inc. | $1.5M | 38,313 | −2 | trim |
| 279 | CHELSEA COUNSEL CO | $1.5M | 37,950 | 0 | no change |
| 280 | QRG CAPITAL MANAGEMENT, INC. | $1.5M | 37,972 | +482 | add |
| 281 | Bleakley Financial Group, LLC | $1.4M | 37,380 | −1,088 | trim |
| 282 | Maryland State Retirement & Pension System | $1.4M | 37,185 | +1,213 | add |
| 283 | AMG National Trust Bank | $1.4M | 37,105 | −913 | trim |
| 284 | Steward Partners Investment Advisory, LLC | $1.4M | 36,425 | +2,558 | add |
| 285 | Vident Advisory, LLC | $1.4M | 36,098 | −1,372 | trim |
| 286 | Raleigh Capital Management Inc. | $1.4M | 36,045 | +190 | add |
| 287 | OPPENHEIMER & CO INC | $1.4M | 35,621 | +485 | add |
| 288 | ALPS ADVISORS INC | $1.4M | 35,359 | −10,418 | trim |
| 289 | Crossmark Global Holdings, Inc. | $1.3M | 35,300 | — | no prior |
| 290 | CWA Asset Management Group, LLC | $1.3M | 35,285 | +6,156 | add |
| 291 | BENJAMIN EDWARDS INC | $1.3M | 34,815 | +13,027 | add |
| 292 | Tower Wealth Partners, Inc. | $1.3M | 34,783 | −882 | trim |
| 293 | ELEVATION POINT WEALTH PARTNERS, LLC | $1.3M | 34,684 | +21,287 | add |
| 294 | Sequoia Financial Advisors, LLC | $1.3M | 34,106 | −1,230 | trim |
| 295 | World Investment Advisors | $1.3M | 33,968 | −2,504 | trim |
| 296 | Global Assets Advisory, LLC | $1.3M | 49,371 | +49,371 | new |
| 297 | Snowden Capital Advisors LLC | $1.3M | 33,376 | +3,661 | add |
| 298 | Norinchukin Bank, The | $1.3M | 33,279 | +66 | add |
| 299 | Envestnet Portfolio Solutions, Inc. | $1.3M | 33,244 | −22,765 | trim |
| 300 | Waverly Advisors, LLC | $1.3M | 33,236 | +1,726 | add |
| 301 | F/m Investments LLC | $1.2M | 32,330 | −202,580 | trim |
| 302 | Prospera Financial Services Inc | $1.2M | 31,948 | −1,295 | trim |
| 303 | Callan Family Office, LLC | $1.2M | 31,743 | −891 | trim |
| 304 | Northwest & Ethical Investments L.P. | $1.2M | 31,032 | 0 | no change |
| 305 | Shum Financial Group, Inc. | $1.2M | 31,008 | −62 | trim |
| 306 | MTM FINANCIAL GROUP, LLC | $1.2M | 30,973 | — | no prior |
| 307 | HB Wealth Management, LLC | $1.2M | 30,832 | +4,455 | add |
| 308 | Federation des caisses Desjardins du Quebec | $1.2M | 30,653 | +8,913 | add |
| 309 | Farringdon Capital, Ltd. | $1.2M | 30,471 | +30,471 | new |
| 310 | MUFG Securities EMEA plc | $1.2M | 30,351 | 0 | no change |
| 311 | WEALTH ALLIANCE, LLC | $1.1M | 29,934 | +177 | add |
| 312 | Summit Trail Advisors, LLC | $1.1M | 29,924 | +3,387 | add |
| 313 | AFFINITY INVESTMENT ADVISORS, LLC | $1.1M | 29,568 | +3,500 | add |
| 314 | Empowered Funds, LLC | $1.1M | 28,963 | +10,868 | add |
| 315 | HBK Sorce Advisory LLC | $1.1M | 30,759 | +562 | add |
| 316 | Kingsview Wealth Management, LLC | $1.1M | 28,823 | +102 | add |
| 317 | D.A. DAVIDSON & CO. | $1.1M | 28,783 | +5,335 | add |
| 318 | Mutual Advisors, LLC | $1.1M | 28,719 | −3,050 | trim |
| 319 | TD Waterhouse Canada Inc. | $1.1M | 28,246 | +16,922 | add |
| 320 | Lighthouse Investment Partners, LLC | $1.1M | 27,963 | +11,287 | add |
| 321 | Independent Advisor Alliance | $1.1M | 27,685 | +4,535 | add |
| 322 | Sterling Investment Advisors, Ltd. | $1.0M | 27,438 | +27,438 | new |
| 323 | TOUNJIAN ADVISORY PARTNERS, LLC | $1.0M | 27,318 | +126 | add |
| 324 | Saudi Central Bank | $1.0M | 27,305 | +27,305 | new |
| 325 | Allegheny Financial Group | $1.0M | 27,284 | +123 | add |
| 326 | Wealthcare Advisory Partners LLC | $1.0M | 27,251 | +2,343 | add |
| 327 | DANSKE BANK A/S | $1.0M | 26,995 | +3,400 | add |
| 328 | Saba Capital Management, L.P. | $1.0M | 26,881 | +26,881 | new |
| 329 | Alliance Wealth Advisors, LLC | $1.0M | 26,699 | +3,839 | add |
| 330 | LIBERTY SQUARE WEALTH PARTNERS LLC | $1.0M | 26,586 | −2,609 | trim |
| 331 | Xcel Wealth Management, LLC | $1.0M | 26,356 | −7,198 | trim |
| 332 | CWM, LLC | $1.0M | 26,212 | +6,332 | add |
| 333 | KESTRA PRIVATE WEALTH SERVICES, LLC | $995K | 26,040 | +26,040 | new |
| 334 | Rodgers Brothers Inc. | $990K | 25,906 | −11 | trim |
| 335 | Huber Capital Management LLC | $976K | 25,555 | −23,518 | trim |
| 336 | Aspire Private Capital, LLC | $970K | 25,383 | −1,199 | trim |
| 337 | Marks Group Wealth Management, Inc | $965K | 25,249 | −9,509 | trim |
| 338 | Empirical Finance, LLC | $964K | 25,248 | −35 | trim |
| 339 | PROFUND ADVISORS LLC | $964K | 25,235 | −11,484 | trim |
| 340 | Sterling Capital Management LLC | $952K | 24,925 | −18,954 | trim |
| 341 | INCEPTIONR LLC | $944K | 24,724 | −16,000 | trim |
| 342 | EXCHANGE TRADED CONCEPTS, LLC | $941K | 24,645 | +71 | add |
| 343 | Verdence Capital Advisors LLC | $940K | 24,599 | −14,725 | trim |
| 344 | Quadcap Wealth Management, LLC | $919K | 24,067 | −872 | trim |
| 345 | Zullo Investment Group, Inc. | $909K | 23,786 | −120 | trim |
| 346 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $904K | 23,670 | +35 | add |
| 347 | Dai-ichi Life Insurance Company, Ltd | $898K | 23,519 | 0 | no change |
| 348 | Wilmington Savings Fund Society, FSB | $897K | 23,487 | −627 | trim |
| 349 | LMR Partners LLP | $889K | 23,276 | −165,000 | trim |
| 350 | Machina Capital S.A.S. | $874K | 22,867 | +15,203 | add |
| 351 | Hudock, Inc. | $872K | 22,835 | +395 | add |
| 352 | PINNACLE ASSOCIATES LTD | $869K | 22,747 | +634 | add |
| 353 | Savant Capital, LLC | $861K | 22,531 | −413 | trim |
| 354 | Haverford Trust Co | $858K | 22,469 | +8,644 | add |
| 355 | BLAIR WILLIAM & CO/IL | $855K | 22,395 | +7,185 | add |
| 356 | Stonebridge Financial Group, LLC | $843K | 22,071 | +3,822 | add |
| 357 | Concurrent Investment Advisors, LLC | $836K | 21,890 | +4,523 | add |
| 358 | Brevan Howard Capital Management LP | $832K | 21,785 | −33,383 | trim |
| 359 | North Dakota State Investment Board | $817K | 21,392 | −3,991 | trim |
| 360 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $814K | 21,298 | +68 | add |
| 361 | Vise Technologies, Inc. | $810K | 23,127 | 0 | no change |
| 362 | Brooklyn Investment Group | $807K | 21,120 | +6,330 | add |
| 363 | Metis Global Partners, LLC | $800K | 20,943 | −2,555 | trim |
| 364 | Enhancing Capital LLC | $798K | 20,880 | 0 | no change |
| 365 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $789K | 20,662 | +20,662 | new |
| 366 | LFG Wealth Partners, LLC | $786K | 20,577 | +852 | add |
| 367 | MUFG SECURITIES AMERICAS INC. | $782K | 20,469 | +540 | add |
| 368 | AIGEN INVESTMENT MANAGEMENT, LP | $771K | 20,182 | +20,182 | new |
| 369 | SECURIAN ASSET MANAGEMENT, INC | $765K | 20,014 | −100 | trim |
| 370 | UNIVEST FINANCIAL Corp | $752K | 19,683 | −26 | trim |
| 371 | FOURPATH CAPITAL MANAGEMENT, LLC | $751K | 19,668 | +6 | add |
| 372 | S&T BANK/PA | $745K | 19,509 | −9,129 | trim |
| 373 | Retirement Planning Group, LLC | $738K | 19,319 | −592 | trim |
| 374 | FIDUCIARY FAMILY OFFICE, LLC | $733K | 19,183 | +2,382 | add |
| 375 | GeoWealth Management, LLC | $726K | 18,998 | +507 | add |
| 376 | Carnegie Investment Counsel | $715K | 18,710 | −169 | trim |
| 377 | BRASADA CAPITAL MANAGEMENT, LP | $712K | 18,396 | −35,029 | trim |
| 378 | Athena Wealth Management, LLC | $703K | 18,396 | — | no prior |
| 379 | WealthTrust Axiom LLC | $703K | 18,391 | +10,212 | add |
| 380 | Confluence Wealth Services, Inc. | $702K | 18,374 | +42 | add |
| 381 | BFSG, LLC | $689K | 18,028 | 0 | no change |
| 382 | HOWE & RUSLING INC | $687K | 17,975 | 0 | no change |
| 383 | Orion Porfolio Solutions, LLC | $684K | 17,918 | −6,061 | trim |
| 384 | BNP Paribas Asset Management Holding S.A. | $679K | 17,767 | −8,421 | trim |
| 385 | Canada Post Corp Registered Pension Plan | $658K | 17,234 | 0 | no change |
| 386 | Elevated Capital Advisors, LLC | $655K | 17,148 | −2,632 | trim |
| 387 | RKL Wealth Management LLC | $649K | 16,999 | −160 | trim |
| 388 | Centiva Capital, LP | $647K | 16,928 | +16,893 | add |
| 389 | VAUGHAN & Co SECURITIES, INC. | $641K | 16,768 | −472 | trim |
| 390 | Summit Financial, LLC | $640K | 16,643 | −110 | trim |
| 391 | Centennial Wealth Advisory LLC | $631K | 16,514 | +1,099 | add |
| 392 | Cooper Financial Group | $624K | 16,339 | −308 | trim |
| 393 | STEPHENS INC /AR/ | $623K | 16,318 | −2,849 | trim |
| 394 | BLB&B Advisors, LLC | $622K | 16,278 | −1,346 | trim |
| 395 | AGF MANAGEMENT LTD | $621K | 16,253 | −10,061 | trim |
| 396 | Moors & Cabot, Inc. | $618K | 16,173 | −400 | trim |
| 397 | NOMURA HOLDINGS INC | $615K | 16,090 | +3,555 | add |
| 398 | GREAT VALLEY ADVISOR GROUP, INC. | $613K | 16,049 | +15 | add |
| 399 | MAI Capital Management | $610K | 15,956 | −5,942 | trim |
| 400 | B. Metzler seel. Sohn & Co. AG | $607K | 15,894 | 0 | no change |
| 401 | Beacon Pointe Advisors, LLC | $595K | 15,574 | +857 | add |
| 402 | Gladstone Institutional Advisory LLC | $591K | 15,482 | +642 | add |
| 403 | Heartland Bank & Trust Co | $584K | 15,277 | −13,173 | trim |
| 404 | Advisory Alpha, LLC | $578K | 15,125 | +2,461 | add |
| 405 | EntryPoint Capital, LLC | $576K | 15,069 | 0 | no change |
| 406 | Meeder Advisory Services, Inc. | $575K | 15,050 | −488 | trim |
| 407 | Northwest Bancshares, Inc. | $573K | 14,993 | 0 | no change |
| 408 | Baltimore-Washington Financial Advisors, Inc. | $570K | 14,929 | 0 | no change |
| 409 | OneDigital Investment Advisors LLC | $569K | 14,900 | +1,600 | add |
| 410 | IFS Group,LLC | $569K | 14,898 | — | no prior |
| 411 | Baird Financial Group, Inc. | $566K | 14,828 | +14,828 | new |
| 412 | Northeast Financial Group, Inc. | $566K | 14,806 | 0 | no change |
| 413 | Sagewood Asset Management LP | $564K | 14,756 | +6,150 | add |
| 414 | GREENLEAF TRUST | $562K | 14,721 | +394 | add |
| 415 | MKT Advisors LLC | $560K | 14,402 | −2,988 | trim |
| 416 | Forza Wealth Management, LLC | $558K | 14,616 | 0 | no change |
| 417 | LEVEL FOUR ADVISORY SERVICES, LLC | $557K | 14,581 | +350 | add |
| 418 | Ethic Inc. | $552K | 14,454 | +2,594 | add |
| 419 | R Squared Ltd | $552K | 14,439 | −12,481 | trim |
| 420 | GTS SECURITIES LLC | $549K | 14,368 | +7,321 | add |
| 421 | NFSG Corp | $546K | 14,300 | −465 | trim |
| 422 | Pure Financial Advisors, LLC | $544K | 14,243 | +193 | add |
| 423 | Brookstone Capital Management | $542K | 14,181 | +491 | add |
| 424 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $538K | 14,076 | +110 | add |
| 425 | Sound View Wealth Advisors Group, LLC | $538K | 14,072 | −1,037 | trim |
| 426 | Stratos Wealth Partners, LTD. | $536K | 14,029 | −1,430 | trim |
| 427 | Blue Trust, Inc. | $525K | 13,754 | +7,965 | add |
| 428 | Chicago Partners Investment Group LLC | $525K | 13,893 | +3,172 | add |
| 429 | LAUREL OAK WEALTH MANAGEMENT, LLC | $518K | 13,569 | +537 | add |
| 430 | Outlook Wealth Advisors, LLC | $518K | 13,569 | −375 | trim |
| 431 | PERSONAL CFO SOLUTIONS, LLC | $515K | 13,395 | +764 | add |
| 432 | QUADRANT CAPITAL GROUP LLC | $515K | 13,493 | +423 | add |
| 433 | Compton Financial Group, LLC | $512K | 13,413 | −188 | trim |
| 434 | Ascentis Independent Advisors | $507K | 13,263 | +1,271 | add |
| 435 | Geneos Wealth Management Inc. | $506K | 13,257 | −44 | trim |
| 436 | Bill Few Associates, Inc. | $506K | 13,234 | +108 | add |
| 437 | Apollon Wealth Management, LLC | $496K | 12,982 | +681 | add |
| 438 | Frec Markets, Inc. | $496K | 12,978 | +12,978 | new |
| 439 | Assenagon Asset Management S.A. | $495K | 12,959 | −145,344 | trim |
| 440 | Arax Advisory Partners | $493K | 12,986 | +4,164 | add |
| 441 | MYCIO WEALTH PARTNERS, LLC | $493K | 12,916 | 0 | no change |
| 442 | WEST PACES ADVISORS INC. | $492K | 12,891 | +394 | add |
| 443 | Stewardship Advisors, LLC | $492K | 12,871 | 0 | no change |
| 444 | 111 Capital | $491K | 12,864 | +12,864 | new |
| 445 | Smartleaf Asset Management LLC | $482K | 12,669 | +41 | add |
| 446 | Excelsior Advisor Network LLC | $478K | 12,524 | +12,524 | new |
| 447 | Palacios Wealth Management, LLC | $477K | 12,743 | −3,595 | trim |
| 448 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $476K | 12,465 | +315 | add |
| 449 | AVIVA PLC | $476K | 12,461 | 0 | no change |
| 450 | SCHRODER INVESTMENT MANAGEMENT GROUP | $471K | 12,382 | +1,673 | add |
| 451 | CHESAPEAKE ASSET MANAGEMENT LLC | $469K | 12,274 | −1,017 | trim |
| 452 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $468K | 12,263 | +3,051 | add |
| 453 | Colonial River Investments, LLC | $468K | 12,257 | −1,582 | trim |
| 454 | PLIMOTH TRUST CO LLC | $468K | 12,240 | +450 | add |
| 455 | River Wealth Advisors LLC | $467K | 12,237 | −1,033 | trim |
| 456 | SIH Partners, LLLP | $464K | 12,159 | +12,159 | new |
| 457 | EVOLVE PRIVATE WEALTH, LLC | $461K | 12,064 | +3,465 | add |
| 458 | PRINCIPAL SECURITIES, INC. | $461K | 12,061 | +709 | add |
| 459 | Pinnacle Wealth Management Advisory Group, LLC | $459K | 12,011 | −469 | trim |
| 460 | LAZARD ASSET MANAGEMENT LLC | $458K | 11,991 | +1,998 | add |
| 461 | Ledyard National Bank | $447K | 11,694 | 0 | no change |
| 462 | PRIVATE TRUST CO NA | $444K | 11,629 | +340 | add |
| 463 | Cherokee Insurance Co | $439K | 11,500 | 0 | no change |
| 464 | PUREfi Wealth, LLC | $436K | 11,420 | +53 | add |
| 465 | Keudell/Morrison Wealth Management | $433K | 11,332 | +73 | add |
| 466 | Sowell Financial Services LLC | $433K | 11,330 | +806 | add |
| 467 | AIMZ Investment Advisors, LLC | $428K | 11,200 | −67 | trim |
| 468 | Indivisible Partners | $426K | 11,144 | +11,144 | new |
| 469 | KEYBANK NATIONAL ASSOCIATION/OH | $424K | 11,108 | +2,325 | add |
| 470 | Compound Planning, Inc. | $424K | 11,102 | +437 | add |
| 471 | FOX RUN MANAGEMENT, L.L.C. | $423K | 11,127 | +11,127 | new |
| 472 | TEACHER RETIREMENT SYSTEM OF TEXAS | $422K | 11,037 | −13,425 | trim |
| 473 | GC Wealth Management RIA, LLC | $418K | 10,953 | −2,047 | trim |
| 474 | SAGESPRING WEALTH PARTNERS, LLC | $412K | 10,783 | −186 | trim |
| 475 | Empire Financial Management Company, LLC | $410K | 10,734 | 0 | no change |
| 476 | COLDSTREAM CAPITAL MANAGEMENT INC | $405K | 10,598 | +2,370 | add |
| 477 | Laird Norton Wetherby Trust Company, LLC | $402K | 10,448 | +21 | add |
| 478 | Advyzon Investment Management, LLC | $400K | 10,471 | +10,471 | new |
| 479 | CRA Financial Services, LLC | $400K | 10,464 | +71 | add |
| 480 | Yoffe Investment Management, LLC | $386K | 10,100 | 0 | no change |
| 481 | UMB Bank, n.a. | $376K | 9,852 | +10 | add |
| 482 | Frank, Rimerman Advisors LLC | $374K | 9,794 | +66 | add |
| 483 | Code Waechter LLC | $366K | 9,590 | −520 | trim |
| 484 | INTRUST BANK NA | $364K | 9,535 | +54 | add |
| 485 | Vontobel Holding Ltd. | $364K | 9,523 | 0 | no change |
| 486 | Odyssean, LLC | $358K | 9,376 | +9,376 | new |
| 487 | CITIZENS FINANCIAL GROUP INC/RI | $354K | 9,187 | +1,002 | add |
| 488 | Marathon Strategic Advisors, LLC | $352K | 9,204 | 0 | no change |
| 489 | SIGNATUREFD, LLC | $349K | 9,147 | +1,279 | add |
| 490 | LifeGuide Financial Advisors, LLC | $349K | 9,135 | 0 | no change |
| 491 | Invariant Investment Management | $348K | 8,749 | +58 | add |
| 492 | Wealth Management Associates, Inc. | $347K | 9,095 | +4 | add |
| 493 | ENTRUST FINANCIAL LLC | $347K | 9,071 | 0 | no change |
| 494 | Accurate Wealth Management, LLC | $346K | 8,727 | +8,727 | new |
| 495 | NORDEN GROUP LLC | $346K | 9,050 | −181 | trim |
| 496 | Twelve Points Wealth Management LLC | $344K | 8,993 | −245 | trim |
| 497 | WealthShield Partners, LLC | $341K | 8,929 | +2 | add |
| 498 | Thrive Wealth Management, LLC | $335K | 8,779 | +14 | add |
| 499 | Englebert Financial Advisers, LLC | $335K | 8,767 | −177 | trim |
| 500 | Hilltop National Bank | $334K | 8,750 | 0 | no change |