| 1 | BlackRock, Inc. | $4.5B | 16,744,586 | −160,845 | trim |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.7B | 13,542,250 | — | no prior |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8B | 10,266,097 | — | no prior |
| 4 | STATE STREET CORP | $2.8B | 10,234,445 | −330,796 | trim |
| 5 | Capital International Investors | $1.7B | 6,363,818 | +2,228,822 | add |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 4,222,966 | +133,823 | add |
| 7 | FMR LLC | $981M | 3,619,703 | −420,095 | trim |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $870M | 3,208,860 | +106,369 | add |
| 9 | NORTHERN TRUST CORP | $625M | 2,309,054 | −51,704 | trim |
| 10 | DIMENSIONAL FUND ADVISORS LP | $618M | 2,280,540 | +67,787 | add |
| 11 | APG Asset Management US Inc. | $579M | 2,094,949 | −112,726 | trim |
| 12 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $510M | 1,882,785 | +88,925 | add |
| 13 | Clearbridge Investments, LLC | $508M | 1,876,740 | +433,765 | add |
| 14 | Legal & General Group Plc | $506M | 1,866,456 | −85,323 | trim |
| 15 | MORGAN STANLEY | $495M | 1,826,178 | +317,290 | add |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $443M | 1,635,476 | +1,634,748 | add |
| 17 | Invesco Ltd. | $420M | 1,551,190 | +266,110 | add |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | $394M | 1,453,748 | +427,317 | add |
| 19 | AMERIPRISE FINANCIAL INC | $330M | 1,230,113 | +37,709 | add |
| 20 | Capital Research Global Investors | $327M | 1,207,605 | +1,207,605 | new |
| 21 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $326M | 1,204,981 | −230,986 | trim |
| 22 | Bank of New York Mellon Corp | $271M | 1,001,676 | −5,363 | trim |
| 23 | VANGUARD FIDUCIARY TRUST CO | $242M | 892,045 | — | no prior |
| 24 | ROYAL BANK OF CANADA | $241M | 891,398 | +53,366 | add |
| 25 | Daiwa Securities Group Inc. | $241M | 890,981 | +53,276 | add |
| 26 | 1832 Asset Management L.P. | $233M | 861,567 | +341,691 | add |
| 27 | Sumitomo Mitsui Trust Group, Inc. | $228M | 840,435 | −15,857 | trim |
| 28 | Nuveen, LLC | $222M | 820,697 | −50,773 | trim |
| 29 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $212M | 776,223 | −49,576 | trim |
| 30 | BANK OF AMERICA CORP /DE/ | $204M | 751,808 | −74,464 | trim |
| 31 | UBS Group AG | $185M | 682,342 | +13,725 | add |
| 32 | DEUTSCHE BANK AG\ | $180M | 664,076 | +266,825 | add |
| 33 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $150M | 553,190 | +553,190 | new |
| 34 | Amundi | $149M | 550,070 | −91,406 | trim |
| 35 | HSBC HOLDINGS PLC | $149M | 549,624 | −673,000 | trim |
| 36 | MONTRUSCO BOLTON INVESTMENTS INC. | $136M | 518,306 | −117,420 | trim |
| 37 | CITIGROUP INC | $133M | 489,486 | +154,816 | add |
| 38 | Mitsubishi UFJ Asset Management Co., Ltd. | $132M | 486,284 | +27,469 | add |
| 39 | Swiss National Bank | $126M | 463,440 | +30,760 | add |
| 40 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $116M | 429,554 | −73,585 | trim |
| 41 | WELLS FARGO & COMPANY/MN | $110M | 405,254 | +30,986 | add |
| 42 | AMERICAN CENTURY COMPANIES INC | $107M | 395,375 | −115,957 | trim |
| 43 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $106M | 390,356 | −36,202 | trim |
| 44 | HighTower Advisors, LLC | $96.2M | 354,971 | +311 | add |
| 45 | Vanguard Global Advisers, LLC | $93.6M | 345,492 | — | no prior |
| 46 | Aberdeen Group plc | $90.7M | 334,968 | −6,757 | trim |
| 47 | Bank Julius Baer & Co. Ltd, Zurich | $85.0M | 316,478 | +1,166 | add |
| 48 | CANADA PENSION PLAN INVESTMENT BOARD | $83.4M | 308,028 | −529,170 | trim |
| 49 | NOMURA ASSET MANAGEMENT CO LTD | $81.2M | 299,708 | +10,033 | add |
| 50 | Asset Management One Co., Ltd. | $80.0M | 295,400 | −6,136 | trim |
| 51 | PRUDENTIAL FINANCIAL INC | $79.9M | 295,140 | −146,757 | trim |
| 52 | SEI INVESTMENTS CO | $79.9M | 294,808 | +1,718 | add |
| 53 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $79.5M | 293,371 | +293,371 | new |
| 54 | RAYMOND JAMES FINANCIAL INC | $76.8M | 283,502 | +25,812 | add |
| 55 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $75.6M | 278,920 | +120,897 | add |
| 56 | National Pension Service | $74.8M | 276,000 | +276,000 | new |
| 57 | VANGUARD ASSET MANAGEMENT, Ltd | $74.4M | 274,576 | — | no prior |
| 58 | ALLIANCEBERNSTEIN L.P. | $72.8M | 280,649 | −7,786 | trim |
| 59 | BAMCO INC /NY/ | $72.3M | 266,847 | +266,847 | new |
| 60 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $70.0M | 258,469 | −37,430 | trim |
| 61 | Janus Henderson Group Ltd. | $65.0M | 239,768 | −19,046 | trim |
| 62 | SCHRODER INVESTMENT MANAGEMENT GROUP | $64.3M | 242,645 | −56,911 | trim |
| 63 | PRINCIPAL FINANCIAL GROUP INC | $63.6M | 234,612 | −11,390 | trim |
| 64 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $59.4M | 219,284 | −111,203 | trim |
| 65 | ENVESTNET ASSET MANAGEMENT INC | $52.0M | 191,889 | +19,692 | add |
| 66 | NEW YORK STATE COMMON RETIREMENT FUND | $51.8M | 191,409 | +2,600 | add |
| 67 | FIRST TRUST ADVISORS LP | $50.8M | 187,415 | −534,173 | trim |
| 68 | Vanguard Investments Australia, Ltd. | $49.8M | 183,913 | — | no prior |
| 69 | Universal- Beteiligungs- und Servicegesellschaft mbH | $47.8M | 176,375 | −34,421 | trim |
| 70 | Allianz Asset Management GmbH | $47.2M | 174,125 | +6,263 | add |
| 71 | Swedbank AB | $45.5M | 167,851 | −375 | trim |
| 72 | Perpetual Ltd | $42.6M | 157,263 | +20,990 | add |
| 73 | Capital International, Inc./CA/ | $42.0M | 155,039 | +63,998 | add |
| 74 | MACQUARIE GROUP LTD | $41.7M | 154,042 | −11,800 | trim |
| 75 | GREAT LAKES ADVISORS, LLC | $40.6M | 149,970 | +21,932 | add |
| 76 | Apollo Management Holdings, L.P. | $39.0M | 143,980 | +3,690 | add |
| 77 | TD ASSET MANAGEMENT INC | $38.8M | 143,129 | −19,134 | trim |
| 78 | Gotham Asset Management, LLC | $38.6M | 142,359 | +5,852 | add |
| 79 | LPL Financial LLC | $38.2M | 141,064 | +5,578 | add |
| 80 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $37.9M | 140,030 | +1,445 | add |
| 81 | Zurcher Kantonalbank (Zurich Cantonalbank) | $36.7M | 135,548 | +135,548 | new |
| 82 | AVIVA PLC | $36.0M | 133,049 | +3,748 | add |
| 83 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.2M | 126,080 | −235,145 | trim |
| 84 | Quantinno Capital Management LP | $33.9M | 125,268 | +5,242 | add |
| 85 | CI INVESTMENTS INC. | $33.8M | 124,870 | −2,737 | trim |
| 86 | Retirement Systems of Alabama | $32.9M | 121,630 | −215 | trim |
| 87 | TEACHER RETIREMENT SYSTEM OF TEXAS | $32.7M | 120,881 | −17,439 | trim |
| 88 | CITADEL ADVISORS LLC | $32.3M | 119,198 | +45,072 | add |
| 89 | WESTWOOD HOLDINGS GROUP INC | $30.6M | 113,085 | +18,312 | add |
| 90 | AEW CAPITAL MANAGEMENT L P | $30.1M | 111,090 | −222,476 | trim |
| 91 | Artisan Partners Limited Partnership | $29.9M | 110,277 | −7,953 | trim |
| 92 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $29.4M | 108,612 | +20,223 | add |
| 93 | BANK OF MONTREAL /CAN/ | $29.0M | 107,214 | −12,777 | trim |
| 94 | Carnegie Investment Counsel | $28.8M | 111,899 | +6,091 | add |
| 95 | HEITMAN REAL ESTATE SECURITIES LLC | $28.2M | 104,211 | −66,635 | trim |
| 96 | Lansforsakringar Fondforvaltning AB (publ) | $28.2M | 104,209 | +922 | add |
| 97 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28.1M | 103,885 | +5,858 | add |
| 98 | State of New Jersey Common Pension Fund D | $28.1M | 103,842 | 0 | no change |
| 99 | AQR CAPITAL MANAGEMENT LLC | $26.4M | 99,272 | −279,000 | trim |
| 100 | SEB Asset Management AB | $26.1M | 96,358 | — | no prior |
| 101 | Resona Asset Management Co.,Ltd. | $25.2M | 94,547 | +3,528 | add |
| 102 | STOREBRAND ASSET MANAGEMENT AS | $24.9M | 92,042 | — | no prior |
| 103 | Chevy Chase Trust Holdings, LLC | $24.2M | 89,334 | +3,205 | add |
| 104 | FEDERATED HERMES, INC. | $24.1M | 89,062 | +617 | add |
| 105 | Hudson Bay Capital Management LP | $23.8M | 87,775 | +23,265 | add |
| 106 | Cetera Investment Advisers | $23.4M | 86,334 | +15,134 | add |
| 107 | STIFEL FINANCIAL CORP | $23.2M | 85,676 | −1,380 | trim |
| 108 | STATE OF WISCONSIN INVESTMENT BOARD | $23.2M | 85,569 | −472 | trim |
| 109 | FLPUTNAM INVESTMENT MANAGEMENT CO | $22.6M | 83,609 | +2,719 | add |
| 110 | Cerity Partners LLC | $22.0M | 81,311 | −3,839 | trim |
| 111 | HEARTLAND ADVISORS INC | $21.4M | 78,922 | −2,071 | trim |
| 112 | VICTORY CAPITAL MANAGEMENT INC | $21.4M | 78,910 | +697 | add |
| 113 | OSTERWEIS CAPITAL MANAGEMENT INC | $21.3M | 78,807 | +78,807 | new |
| 114 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.3M | 77,101 | −14,697 | trim |
| 115 | Weil Company, Inc. | $20.6M | 76,023 | +13,790 | add |
| 116 | Soapstone Management L.P. | $20.3M | 75,000 | 0 | no change |
| 117 | DANSKE BANK A/S | $20.2M | 74,423 | +2,660 | add |
| 118 | B&I Capital AG | $20.2M | 74,400 | +35,400 | add |
| 119 | Mitsubishi UFJ Trust & Banking Corp | $19.9M | 73,482 | −1,518 | trim |
| 120 | CIBC WORLD MARKET INC. | $19.8M | 73,215 | −2,918 | trim |
| 121 | Pictet Asset Management Holding SA | $19.6M | 72,411 | −10,782 | trim |
| 122 | APG Asset Management N.V. | $18.8M | 80,000 | −1,320 | trim |
| 123 | ROYAL LONDON ASSET MANAGEMENT LTD | $18.7M | 68,930 | +5 | add |
| 124 | TORONTO DOMINION BANK | $18.6M | 68,800 | −23,331 | trim |
| 125 | Schonfeld Strategic Advisors LLC | $18.3M | 67,666 | +66,242 | add |
| 126 | CIBC Bancorp USA Inc. | $18.0M | 66,475 | — | no prior |
| 127 | Korea Investment CORP | $17.9M | 66,201 | −45,650 | trim |
| 128 | Corient Private Wealth LLC | $17.8M | 65,977 | −178,172 | trim |
| 129 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $17.3M | 63,712 | +23,320 | add |
| 130 | NATIXIS | $16.4M | 60,368 | −82,833 | trim |
| 131 | KLP KAPITALFORVALTNING AS | $16.2M | 59,814 | +3,600 | add |
| 132 | Sumitomo Mitsui DS Asset Management Company, Ltd | $16.1M | 59,618 | −584 | trim |
| 133 | IFM Investors Pty Ltd | $15.6M | 57,448 | +1,172 | add |
| 134 | BNP Paribas Asset Management Holding S.A. | $14.7M | 54,196 | +17,015 | add |
| 135 | NATIONAL BANK OF CANADA /FI/ | $14.2M | 52,532 | −16,008 | trim |
| 136 | NEOS Investment Management LLC | $14.1M | 51,907 | +14,021 | add |
| 137 | COMMERCE BANK | $13.5M | 49,769 | −3,093 | trim |
| 138 | Tredje AP-fonden | $13.3M | 49,222 | +49,222 | new |
| 139 | UniSuper Management Pty Ltd | $12.9M | 47,535 | −344 | trim |
| 140 | CREDIT AGRICOLE S A | $12.8M | 47,342 | −6,100 | trim |
| 141 | FIFTH THIRD BANCORP | $12.5M | 46,316 | −436 | trim |
| 142 | Metis Global Partners, LLC | $12.4M | 45,878 | +3,497 | add |
| 143 | FRANKLIN RESOURCES INC | $12.3M | 45,544 | −7,182 | trim |
| 144 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $12.3M | 45,399 | +1,006 | add |
| 145 | NISA INVESTMENT ADVISORS, LLC | $12.2M | 45,024 | −18,290 | trim |
| 146 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $12.2M | 44,910 | +4,697 | add |
| 147 | Edge Wealth Management LLC | $12.0M | 44,129 | −13 | trim |
| 148 | STATE OF MICHIGAN RETIREMENT SYSTEM | $11.8M | 43,621 | −100 | trim |
| 149 | ISTHMUS PARTNERS, LLC | $11.8M | 43,576 | +987 | add |
| 150 | UMB Bank, n.a. | $11.8M | 43,538 | +20,437 | add |
| 151 | Arizona State Retirement System | $11.7M | 43,276 | −1,431 | trim |
| 152 | Czech National Bank | $11.7M | 43,018 | +1,380 | add |
| 153 | Uniplan Investment Counsel, Inc. | $11.5M | 42,346 | −32,459 | trim |
| 154 | FIL Ltd | $11.5M | 42,341 | −14,218 | trim |
| 155 | SCOTIA CAPITAL INC. | $11.3M | 41,585 | +41,585 | new |
| 156 | Adelante Capital Management LLC | $11.2M | 265,447 | +24,232 | add |
| 157 | Capital Investment Advisors, LLC | $11.1M | 40,892 | +2,520 | add |
| 158 | CWA Asset Management Group, LLC | $10.8M | 39,929 | −1,051 | trim |
| 159 | CIBC Asset Management Inc | $10.4M | 38,571 | −79,769 | trim |
| 160 | COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 37,969 | −785 | trim |
| 161 | CHILTON CAPITAL MANAGEMENT LLC | $10.2M | 37,494 | +2,081 | add |
| 162 | Ensign Peak Advisors, Inc | $10.1M | 37,271 | −8,008 | trim |
| 163 | BANK OF NOVA SCOTIA | $10.1M | 37,245 | +4,630 | add |
| 164 | Mirae Asset Global Investments Co., Ltd. | $9.7M | 35,821 | +3,217 | add |
| 165 | Federation des caisses Desjardins du Quebec | $9.6M | 35,490 | +17,119 | add |
| 166 | Swiss Life Asset Management Ltd | $9.5M | 35,126 | +2,624 | add |
| 167 | OLD NATIONAL BANCORP /IN/ | $9.4M | 34,808 | +1,378 | add |
| 168 | Baird Financial Group, Inc. | $9.2M | 34,005 | +34,005 | new |
| 169 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.2M | 33,922 | +11,307 | add |
| 170 | Waverly Advisors, LLC | $9.2M | 33,845 | −359 | trim |
| 171 | Aptus Capital Advisors, LLC | $9.1M | 33,725 | −1,359 | trim |
| 172 | NORDEA INVESTMENT MANAGEMENT AB | $9.1M | 34,306 | +1,018 | add |
| 173 | USS Investment Management Ltd | $9.1M | 33,565 | +883 | add |
| 174 | &PARTNERS | $9.0M | 33,297 | +3,943 | add |
| 175 | US BANCORP \DE\ | $9.0M | 33,142 | −1,438 | trim |
| 176 | DnB Asset Management AS | $8.9M | 32,898 | +3,023 | add |
| 177 | Columbus Macro, LLC | $8.8M | 32,451 | −4,288 | trim |
| 178 | Calamos Advisors LLC | $8.7M | 31,946 | 0 | no change |
| 179 | XPONANCE LLC | $8.5M | 31,232 | +3,458 | add |
| 180 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.3M | 30,621 | +3,508 | add |
| 181 | MILLENNIUM MANAGEMENT LLC | $8.3M | 30,616 | −215,135 | trim |
| 182 | Seven Post Investment Office LP | $8.3M | 30,497 | +334 | add |
| 183 | Wealthfront Advisers LLC | $8.0M | 29,403 | +6,131 | add |
| 184 | New Age Alpha Advisors, LLC | $7.9M | 29,196 | +2,268 | add |
| 185 | STEPHENS INC /AR/ | $7.9M | 29,094 | +2,486 | add |
| 186 | Y-Intercept (Hong Kong) Ltd | $7.9M | 29,011 | +13,103 | add |
| 187 | Edgemoor Investment Advisors, Inc. | $7.8M | 28,924 | +259 | add |
| 188 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $7.8M | 28,900 | +28,900 | new |
| 189 | Sophron Capital Management L.P. | $7.8M | 28,889 | −7,689 | trim |
| 190 | EQUITABLE TRUST CO | $7.8M | 28,849 | −1,242 | trim |
| 191 | OP Asset Management Ltd | $7.7M | 28,417 | — | no prior |
| 192 | ProShare Advisors LLC | $7.7M | 28,280 | −6,882 | trim |
| 193 | OSAIC HOLDINGS, INC. | $7.6M | 28,124 | −1,866 | trim |
| 194 | GUGGENHEIM CAPITAL LLC | $7.6M | 27,892 | +1,564 | add |
| 195 | FIDUCIARY TRUST CO | $7.5M | 27,737 | −3,005 | trim |
| 196 | Dakota Wealth Management | $7.4M | 27,158 | +22,531 | add |
| 197 | SHEETS SMITH WEALTH MANAGEMENT | $7.3M | 26,810 | −35 | trim |
| 198 | Creative Planning | $7.1M | 26,146 | +2,279 | add |
| 199 | VOYA INVESTMENT MANAGEMENT LLC | $7.0M | 25,935 | +18 | add |
| 200 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $7.0M | 25,918 | 0 | no change |
| 201 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $7.0M | 25,849 | −14,852 | trim |
| 202 | Utah Retirement Systems | $7.0M | 25,673 | −387 | trim |
| 203 | GSI Capital Advisors LLC | $6.6M | 24,435 | +24,435 | new |
| 204 | TOMPKINS FINANCIAL CORP | $6.6M | 24,358 | +721 | add |
| 205 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $6.4M | 23,489 | +611 | add |
| 206 | Eastover Investment Advisors LLC | $6.2M | 22,952 | +539 | add |
| 207 | Rakuten Investment Management, Inc. | $6.2M | 23,440 | +2,667 | add |
| 208 | TRUIST FINANCIAL CORP | $6.2M | 22,739 | +679 | add |
| 209 | NOMURA HOLDINGS INC | $6.1M | 22,664 | −2,266 | trim |
| 210 | Andra AP-fonden | $6.1M | 22,630 | −20,690 | trim |
| 211 | MERCER GLOBAL ADVISORS INC /ADV | $6.0M | 22,184 | −10,722 | trim |
| 212 | Ellsworth Advisors, LLC | $5.9M | 21,946 | +3,957 | add |
| 213 | ADVOCATE GROUP LLC | $5.9M | 21,872 | +1,553 | add |
| 214 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $5.9M | 21,763 | −6,210 | trim |
| 215 | MACKENZIE FINANCIAL CORP | $5.9M | 21,619 | +1,667 | add |
| 216 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.8M | 21,555 | −9,839 | trim |
| 217 | Tidal Investments LLC | $5.8M | 21,519 | +10,273 | add |
| 218 | Candriam S.C.A. | $5.7M | 21,056 | −276 | trim |
| 219 | Masterton Capital Management, LP | $5.4M | 19,994 | −31,988 | trim |
| 220 | M&T BANK CORP | $5.3M | 19,587 | −60 | trim |
| 221 | Trajan Wealth LLC | $5.3M | 19,446 | +1,711 | add |
| 222 | Rockefeller Capital Management L.P. | $5.3M | 19,386 | −1,034 | trim |
| 223 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5.1M | 19,057 | +3,334 | add |
| 224 | Sequoia Financial Advisors, LLC | $5.1M | 18,731 | +2,129 | add |
| 225 | Osmosis Investment Management UK Ltd | $5.1M | 18,703 | +4,057 | add |
| 226 | Te Ahumairangi Investment Management Ltd | $5.0M | 18,406 | −200 | trim |
| 227 | Baker Ellis Asset Management LLC | $4.9M | 18,212 | +550 | add |
| 228 | Kestra Advisory Services, LLC | $4.9M | 18,109 | −14,639 | trim |
| 229 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $4.9M | 18,101 | +56 | add |
| 230 | Edgestream Partners, L.P. | $4.7M | 17,349 | −16,533 | trim |
| 231 | MAI Capital Management | $4.7M | 17,216 | +574 | add |
| 232 | Sanctuary Advisors, LLC | $4.7M | 17,216 | +1,402 | add |
| 233 | Investment Management Corp of Ontario | $4.6M | 17,016 | +600 | add |
| 234 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $4.6M | 16,800 | −155 | trim |
| 235 | Norinchukin Bank, The | $4.5M | 16,785 | −198 | trim |
| 236 | BANK OF NOVA SCOTIA TRUST CO | $4.5M | 16,669 | +16,669 | new |
| 237 | Advisors Asset Management, Inc. | $4.5M | 16,649 | +2,308 | add |
| 238 | CWM, LLC | $4.5M | 16,511 | −3,551 | trim |
| 239 | 1834 INVESTMENT ADVISORS CO | $4.4M | 16,402 | +1,195 | add |
| 240 | Vinva Investment Management Ltd | $4.3M | 16,102 | −1,656 | trim |
| 241 | Northwest Bancshares, Inc. | $4.2M | 15,366 | +241 | add |
| 242 | Siemens Fonds Invest GmbH | $4.1M | 15,006 | −137 | trim |
| 243 | NewEdge Advisors, LLC | $4.1M | 14,999 | +14,999 | new |
| 244 | Focus Partners Wealth | $4.0M | 14,787 | −6,831 | trim |
| 245 | Rafferty Asset Management, LLC | $4.0M | 14,717 | −5,480 | trim |
| 246 | SGL Investment Advisors, Inc. | $4.0M | 12,778 | −496 | trim |
| 247 | D.A. DAVIDSON & CO. | $4.0M | 14,655 | −93 | trim |
| 248 | Stablepoint Partners, LLC | $4.0M | 14,588 | +14,588 | new |
| 249 | Third View Private Wealth, LLC | $3.9M | 14,532 | +2,026 | add |
| 250 | Steward Partners Investment Advisory, LLC | $3.9M | 14,451 | +1,720 | add |
| 251 | Avanza Fonder AB | $3.9M | 14,292 | −335 | trim |
| 252 | Vanguard Personalized Indexing Management, LLC | $3.9M | 14,261 | +2,009 | add |
| 253 | TWO SIGMA INVESTMENTS, LP | $3.7M | 13,680 | +13,680 | new |
| 254 | Ethic Inc. | $3.6M | 13,411 | −202 | trim |
| 255 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $3.6M | 13,330 | 0 | no change |
| 256 | BENJAMIN EDWARDS INC | $3.6M | 13,234 | +972 | add |
| 257 | FULLER & THALER ASSET MANAGEMENT, INC. | $3.5M | 13,078 | −12,160 | trim |
| 258 | SummitTX Capital, L.P. | $3.4M | 12,710 | +12,710 | new |
| 259 | Verition Fund Management LLC | $3.4M | 12,476 | +7,766 | add |
| 260 | Squarepoint Ops LLC | $3.4M | 12,444 | −5,988 | trim |
| 261 | Eurizon Capital SGR S.p.A. | $3.3M | 12,172 | −4,903 | trim |
| 262 | EXENCIAL WEALTH ADVISORS, LLC | $3.2M | 11,865 | −226 | trim |
| 263 | Naviter Wealth, LLC | $3.0M | 11,147 | +1,297 | add |
| 264 | First Nebraska Trust Co | $3.0M | 11,012 | — | no prior |
| 265 | Capital Investment Counsel, LLC | $2.9M | 10,816 | +378 | add |
| 266 | Beacon Pointe Advisors, LLC | $2.9M | 10,717 | +877 | add |
| 267 | MML INVESTORS SERVICES, LLC | $2.9M | 10,609 | −1,478 | trim |
| 268 | Bragg Financial Advisors, Inc | $2.9M | 10,587 | +8,437 | add |
| 269 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $2.8M | 10,343 | +253 | add |
| 270 | Inspire Investing, LLC | $2.8M | 10,323 | +8,217 | add |
| 271 | Private Capital Management, LLC | $2.8M | 10,200 | +5,700 | add |
| 272 | Crossmark Global Holdings, Inc. | $2.7M | 9,997 | — | no prior |
| 273 | PEAK6 LLC | $2.7M | 9,893 | −17,863 | trim |
| 274 | KEYBANK NATIONAL ASSOCIATION/OH | $2.7M | 9,850 | +288 | add |
| 275 | SIGMA INVESTMENT COUNSELORS INC | $2.6M | 9,552 | −590 | trim |
| 276 | MIZUHO SECURITIES USA LLC | $2.6M | 9,549 | −1,949 | trim |
| 277 | INTECH INVESTMENT MANAGEMENT LLC | $2.5M | 9,322 | −4,574 | trim |
| 278 | XTX Topco Ltd | $2.5M | 9,312 | −10,003 | trim |
| 279 | Equitable Holdings, Inc. | $2.5M | 9,349 | +6,572 | add |
| 280 | Sowell Financial Services LLC | $2.5M | 9,103 | +484 | add |
| 281 | Vident Advisory, LLC | $2.5M | 9,049 | +946 | add |
| 282 | Graham Capital Management, L.P. | $2.4M | 9,043 | +7,359 | add |
| 283 | Systematic Alpha Investments, LLC | $2.4M | 9,030 | 0 | no change |
| 284 | Allworth Financial LP | $2.4M | 9,021 | −296 | trim |
| 285 | FOUNDERS FINANCIAL SECURITIES LLC | $2.4M | 8,279 | −150 | trim |
| 286 | ONTARIO TEACHERS PENSION PLAN BOARD | $2.4M | 8,925 | −24,038 | trim |
| 287 | Jefferies Financial Group Inc. | $2.4M | 8,875 | +7,893 | add |
| 288 | DRW Securities, LLC | $2.4M | 8,706 | +7,548 | add |
| 289 | OPPENHEIMER ASSET MANAGEMENT INC. | $2.3M | 8,667 | +1,703 | add |
| 290 | ABN AMRO INVESTMENT SOLUTIONS | $2.3M | 8,623 | +836 | add |
| 291 | Dynamic Advisor Solutions LLC | $2.3M | 8,535 | +599 | add |
| 292 | Weaver Capital Management LLC | $2.3M | 8,424 | +2,118 | add |
| 293 | Pathstone Holdings, LLC | $2.3M | 8,351 | −194 | trim |
| 294 | Presima Securities ULC | $2.2M | 8,298 | 0 | no change |
| 295 | DoubleLine ETF Adviser LP | $2.2M | 8,195 | −2,030 | trim |
| 296 | Capital Management Associates, Inc | $2.2M | 8,093 | +173 | add |
| 297 | Spartan Wealth Advisory Services LLC | $2.2M | 7,946 | — | no prior |
| 298 | AG2R LA MONDIALE GESTION D'ACTIFS | $2.1M | 7,929 | −71 | trim |
| 299 | Pure Financial Advisors, LLC | $2.1M | 7,907 | −57 | trim |
| 300 | Vanderbilt University | $2.1M | 7,857 | −2,702 | trim |
| 301 | Maryland State Retirement & Pension System | $2.1M | 7,822 | 0 | no change |
| 302 | BLI - Banque de Luxembourg Investments | $2.1M | 8,200 | +8,200 | new |
| 303 | Johnson Financial Group, Inc. | $2.1M | 7,639 | +873 | add |
| 304 | REGATTA CAPITAL GROUP, LLC | $2.1M | 7,601 | +608 | add |
| 305 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 7,526 | +3,155 | add |
| 306 | Mediolanum International Funds Ltd | $2.0M | 7,684 | −5,878 | trim |
| 307 | CHATHAM CAPITAL GROUP, INC. | $2.0M | 7,518 | +630 | add |
| 308 | Allspring Global Investments Holdings, LLC | $2.0M | 7,366 | −22,426 | trim |
| 309 | Summit Trail Advisors, LLC | $2.0M | 7,474 | +935 | add |
| 310 | OMERS ADMINISTRATION Corp | $2.0M | 7,382 | +1,689 | add |
| 311 | LMR Partners LLP | $2.0M | 7,378 | +7,378 | new |
| 312 | Generali Investments CEE, investicni spolecnost, a.s. | $2.0M | 7,350 | 0 | no change |
| 313 | LBP AM SA | $2.0M | 7,241 | +7,241 | new |
| 314 | Zimmer Partners, LP | $2.0M | 7,200 | +7,200 | new |
| 315 | Columbia Bank | $1.9M | 7,082 | −81 | trim |
| 316 | LDR Capital Management LLC | $1.9M | 6,881 | +2,575 | add |
| 317 | Fideuram Asset Management (Ireland) dac | $1.9M | 6,377 | −760 | trim |
| 318 | Werlinich Asset Management, LLC | $1.8M | 6,612 | −475 | trim |
| 319 | Orion Porfolio Solutions, LLC | $1.8M | 6,572 | −513 | trim |
| 320 | Tower Research Capital LLC (TRC) | $1.8M | 6,515 | +4,077 | add |
| 321 | MUFG Securities EMEA plc | $1.8M | 6,481 | 0 | no change |
| 322 | ALLEN WEALTH MANAGEMENT, LLC | $1.7M | 6,417 | +537 | add |
| 323 | Sawyer & Company, Inc | $1.7M | 6,301 | −191 | trim |
| 324 | GeoWealth Management, LLC | $1.7M | 6,278 | −414 | trim |
| 325 | Texas Yale Capital Corp. | $1.7M | 6,260 | −110 | trim |
| 326 | Ramirez Asset Management, Inc. | $1.7M | 6,249 | +310 | add |
| 327 | Woodline Partners LP | $1.7M | 6,159 | +3,271 | add |
| 328 | Independent Advisor Alliance | $1.7M | 6,110 | −810 | trim |
| 329 | Jain Global LLC | $1.6M | 6,090 | +6,090 | new |
| 330 | Concurrent Investment Advisors, LLC | $1.6M | 5,948 | −634 | trim |
| 331 | Capital Group Private Client Services, Inc. | $1.6M | 5,914 | +990 | add |
| 332 | Saudi Central Bank | $1.6M | 5,829 | +5,829 | new |
| 333 | BROWN ADVISORY INC | $1.6M | 5,804 | −35 | trim |
| 334 | Merit Financial Group, LLC | $1.6M | 5,792 | −277 | trim |
| 335 | Drucker Wealth 3.0, LLC | $1.6M | 5,744 | +69 | add |
| 336 | Empowered Funds, LLC | $1.5M | 5,570 | −93 | trim |
| 337 | Ashton Thomas Private Wealth, LLC | $1.5M | 5,542 | +5,542 | new |
| 338 | NAPLES GLOBAL ADVISORS, LLC | $1.5M | 5,467 | +630 | add |
| 339 | Plato Investment Management Ltd | $1.5M | 5,458 | −19 | trim |
| 340 | Triton Financial Group Inc | $1.5M | 5,569 | +2,746 | add |
| 341 | E. Ohman J:or Asset Management AB | $1.5M | 5,443 | −350 | trim |
| 342 | AZZAD ASSET MANAGEMENT INC /ADV | $1.5M | 5,358 | +39 | add |
| 343 | Columbia Asset Management | $1.5M | 5,356 | −117 | trim |
| 344 | Clare Market Investments LLC | $1.4M | 5,321 | — | no prior |
| 345 | Banque Cantonale Vaudoise | $1.4M | 5,291 | +1,651 | add |
| 346 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $1.4M | 5,251 | −40 | trim |
| 347 | Atria Investments, Inc | $1.4M | 5,225 | +1,153 | add |
| 348 | KORNITZER CAPITAL MANAGEMENT INC /KS | $1.4M | 5,200 | 0 | no change |
| 349 | CSS LLC/IL | $1.4M | 5,100 | +80 | add |
| 350 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $1.4M | 5,053 | +7 | add |
| 351 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.4M | 5,023 | −34,448 | trim |
| 352 | Westerkirk Capital Inc. | $1.4M | 5,014 | +212 | add |
| 353 | HANCOCK WHITNEY CORP | $1.4M | 4,476 | −49 | trim |
| 354 | ASR Vermogensbeheer N.V. | $1.3M | 4,971 | +29 | add |
| 355 | ABSHER WEALTH MANAGEMENT, LLC | $1.3M | 4,951 | +1,292 | add |
| 356 | Arax Advisory Partners | $1.3M | 4,922 | +3,212 | add |
| 357 | MGO ONE SEVEN LLC | $1.3M | 4,889 | −3,875 | trim |
| 358 | BANQUE PICTET & CIE SA | $1.3M | 4,888 | +4,888 | new |
| 359 | Brooklyn Investment Group | $1.3M | 4,886 | +2,570 | add |
| 360 | J. Safra Sarasin Holding AG | $1.3M | 4,850 | +3,373 | add |
| 361 | OSSIAM | $1.3M | 4,786 | +1,053 | add |
| 362 | JPL Wealth Management, LLC | $1.3M | 4,768 | −83 | trim |
| 363 | FIRST MANHATTAN CO. LLC. | $1.3M | 4,744 | 0 | no change |
| 364 | STANSBERRY ASSET MANAGEMENT, LLC | $1.3M | 4,724 | +191 | add |
| 365 | Hennion & Walsh Asset Management, Inc. | $1.3M | 4,724 | +56 | add |
| 366 | Apollon Wealth Management, LLC | $1.2M | 4,592 | −437 | trim |
| 367 | North Dakota State Investment Board | $1.2M | 4,575 | −841 | trim |
| 368 | OPPENHEIMER & CO INC | $1.2M | 4,554 | −3,713 | trim |
| 369 | ARBOR CAPITAL MANAGEMENT INC /ADV | $1.2M | 4,279 | −243 | trim |
| 370 | XML Financial, LLC | $1.2M | 4,496 | −1,630 | trim |
| 371 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.2M | 4,490 | +4,490 | new |
| 372 | COHEN & STEERS, INC. | $1.2M | 4,409,277 | +415,654 | add |
| 373 | MUFG SECURITIES AMERICAS INC. | $1.2M | 4,371 | +116 | add |
| 374 | WBH ADVISORY INC | $1.2M | 4,256 | 0 | no change |
| 375 | ICW Investment Advisors LLC | $1.2M | 4,319 | +64 | add |
| 376 | J.W. COLE ADVISORS, INC. | $1.2M | 4,317 | +407 | add |
| 377 | SECURIAN ASSET MANAGEMENT, INC | $1.2M | 4,294 | 0 | no change |
| 378 | DOLIVER ADVISORS, LP | $1.1M | 4,182 | +53 | add |
| 379 | GATEWAY INVESTMENT ADVISERS LLC | $1.1M | 4,145 | +4,145 | new |
| 380 | AlphaCore Capital LLC | $1.1M | 4,108 | +570 | add |
| 381 | Bangor Savings Bank | $1.1M | 4,104 | −7 | trim |
| 382 | Rodgers Brothers Inc. | $1.1M | 4,075 | +200 | add |
| 383 | Haverford Trust Co | $1.1M | 4,064 | 0 | no change |
| 384 | Robertson Stephens Wealth Management, LLC | $1.1M | 4,045 | +12 | add |
| 385 | MOODY LYNN LIEBERSON & WALKER, LLC | $1.1M | 4,000 | 0 | no change |
| 386 | Private Advisor Group, LLC | $1.1M | 3,987 | −1,084 | trim |
| 387 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.1M | 3,655 | +2,693 | add |
| 388 | Global Wealth Management Investment Advisory, Inc. | $1.1M | 3,965 | +125 | add |
| 389 | Moran Wealth Management, LLC | $1.1M | 3,952 | −1,878 | trim |
| 390 | Ascent Wealth Partners, LLC | $1.1M | 3,912 | +259 | add |
| 391 | Sage Capital Management, LLC | $1.0M | 3,828 | −172 | trim |
| 392 | RD Lewis Holdings, Inc. | $1.0M | 3,526 | −430 | trim |
| 393 | RB Capital Management, LLC | $1.0M | 3,809 | −130 | trim |
| 394 | Northwest & Ethical Investments L.P. | $1.0M | 3,761 | 0 | no change |
| 395 | Summit Financial, LLC | $1.0M | 3,734 | +2,198 | add |
| 396 | Segment Wealth Management, LLC | $1.0M | 3,711 | +81 | add |
| 397 | Hardworking Capital Advisors, LLC | $1.0M | 3,696 | +8 | add |
| 398 | ASSETMARK, INC | $990K | 3,654 | +303 | add |
| 399 | ROGCO, LP | $986K | 3,640 | −8 | trim |
| 400 | Diligent Investors, LLC | $971K | 3,584 | +3 | add |
| 401 | QUADRANT CAPITAL GROUP LLC | $965K | 3,562 | +1,560 | add |
| 402 | Pavion Blue Capital, LLC | $962K | 3,551 | +763 | add |
| 403 | NOVEM GROUP | $949K | 3,503 | +147 | add |
| 404 | TWO SIGMA SECURITIES, LLC | $946K | 3,492 | +3,492 | new |
| 405 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $922K | 3,405 | +100 | add |
| 406 | EP Wealth Advisors, LLC | $922K | 3,403 | −280 | trim |
| 407 | Dai-ichi Life Insurance Company, Ltd | $921K | 3,399 | −171 | trim |
| 408 | Michels Family Financial, LLC | $921K | 3,399 | 0 | no change |
| 409 | Wealthspire Advisors, LLC | $919K | 3,393 | −476 | trim |
| 410 | ROMANO BROTHERS AND COMPANY | $906K | 3,344 | +200 | add |
| 411 | Savant Capital, LLC | $896K | 3,309 | +539 | add |
| 412 | GTS SECURITIES LLC | $892K | 3,292 | +1,764 | add |
| 413 | Avidian Wealth Enterprises, LLC | $888K | 3,278 | +356 | add |
| 414 | MONETA GROUP INVESTMENT ADVISORS LLC | $883K | 3,260 | +83 | add |
| 415 | Hummer Financial Advisory Services Inc | $879K | 3,244 | 0 | no change |
| 416 | Pekin Hardy Strauss, Inc. | $876K | 3,233 | −8 | trim |
| 417 | Blueshift Asset Management, LLC | $867K | 3,199 | +3,199 | new |
| 418 | WADDELL & ASSOCIATES, LLC | $852K | 3,146 | +99 | add |
| 419 | Family Legacy, Inc. | $852K | 3,145 | −111 | trim |
| 420 | Assenagon Asset Management S.A. | $852K | 3,144 | 0 | no change |
| 421 | Marshall Financial Group, LLC | $846K | 3,122 | +57 | add |
| 422 | Caprock Group, LLC | $837K | 3,090 | +556 | add |
| 423 | GUIDANCE CAPITAL, INC | $828K | 2,771 | +53 | add |
| 424 | Procyon Advisors, LLC | $820K | 3,027 | −12 | trim |
| 425 | AXXCESS WEALTH MANAGEMENT, LLC | $818K | 3,019 | +75 | add |
| 426 | Bridgewater Associates, LP | $803K | 2,965 | +2,191 | add |
| 427 | CHESAPEAKE CAPITAL CORP /IL/ | $801K | 2,956 | +2,956 | new |
| 428 | BAKER TILLY WEALTH MANAGEMENT, LLC | $799K | 2,950 | +288 | add |
| 429 | HB Wealth Management, LLC | $795K | 2,936 | +533 | add |
| 430 | Generation Capital Management LLC | $793K | 2,928 | 0 | no change |
| 431 | CONNING INC. | $785K | 2,898 | −108 | trim |
| 432 | Harvest Portfolios Group Inc. | $783K | 2,890 | −2,350 | trim |
| 433 | Flavin Financial Services, Inc. | $778K | 2,871 | +162 | add |
| 434 | SIMPLEX TRADING, LLC | $762K | 2,813 | +1,371 | add |
| 435 | Meeder Advisory Services, Inc. | $757K | 2,794 | +44 | add |
| 436 | Integrated Advisors Network LLC | $755K | 2,786 | +50 | add |
| 437 | ELEVATION POINT WEALTH PARTNERS, LLC | $747K | 2,759 | +230 | add |
| 438 | Snowden Capital Advisors LLC | $744K | 2,746 | −137 | trim |
| 439 | Dynamic Technology Lab Private Ltd | $738K | 2,724 | −1,877 | trim |
| 440 | Hendershot Investments Inc. | $733K | 2,707 | −58 | trim |
| 441 | Vestmark Advisory Solutions, Inc. | $730K | 2,695 | −1,020 | trim |
| 442 | NorthRock Partners, LLC | $728K | 2,688 | +1,413 | add |
| 443 | Inspire Advisors, LLC | $721K | 2,662 | +104 | add |
| 444 | GLENMEDE TRUST CO NA | $720K | 2,659 | +130 | add |
| 445 | InTrack Investment Management Inc | $692K | 2,553 | −26 | trim |
| 446 | BLAIR WILLIAM & CO/IL | $690K | 2,546 | +146 | add |
| 447 | DAVENPORT & Co LLC | $678K | 2,503 | −90 | trim |
| 448 | Mariner, LLC | $674K | 2,491 | −24,270 | trim |
| 449 | MISSION WEALTH MANAGEMENT, LP | $674K | 2,489 | −421 | trim |
| 450 | ELEVATION WEALTH PARTNERS, LLC | $664K | 2,452 | +15 | add |
| 451 | Mutual Advisors, LLC | $662K | 2,442 | +287 | add |
| 452 | Savvy Advisors, Inc. | $659K | 2,433 | +476 | add |
| 453 | Morningstar Investment Management LLC | $658K | 2,430 | +984 | add |
| 454 | SILVERLAKE WEALTH MANAGEMENT LLC | $655K | 2,418 | −98 | trim |
| 455 | Sterling Investment Advisors, Ltd. | $651K | 2,403 | +2,403 | new |
| 456 | Loudon Investment Management, LLC | $650K | 2,400 | 0 | no change |
| 457 | Werba Rubin Papier Wealth Management | $639K | 2,359 | +16 | add |
| 458 | BALYASNY ASSET MANAGEMENT L.P. | $639K | 2,358 | −68,818 | trim |
| 459 | TEMA ETFS LLC | $637K | 2,353 | +7 | add |
| 460 | PLIMOTH TRUST CO LLC | $635K | 2,345 | 0 | no change |
| 461 | Horst & Graben Wealth Management LLC | $624K | 2,042 | +11 | add |
| 462 | Prestige Wealth Management Group LLC | $615K | 2,269 | +2,194 | add |
| 463 | COLDSTREAM CAPITAL MANAGEMENT INC | $611K | 2,256 | −16 | trim |
| 464 | Jacobi Capital Management LLC | $608K | 2,243 | +1 | add |
| 465 | Pinnacle Financial Partners, Inc. | $605K | 2,232 | +76 | add |
| 466 | WHITENER CAPITAL MANAGEMENT, INC. | $604K | 2,231 | +108 | add |
| 467 | PRINCIPAL SECURITIES, INC. | $598K | 2,208 | −82 | trim |
| 468 | EVERGREEN CAPITAL MANAGEMENT LLC | $592K | 2,186 | +835 | add |
| 469 | Hartford Funds Management Co LLC | $592K | 2,184 | +470 | add |
| 470 | Meiji Yasuda Asset Management Co Ltd. | $590K | 2,179 | −36 | trim |
| 471 | Biltmore Wealth Management, LLC | $589K | 2,173 | +43 | add |
| 472 | Vanguard National Trust Co | $586K | 2,163 | — | no prior |
| 473 | GREAT VALLEY ADVISOR GROUP, INC. | $581K | 2,144 | −757 | trim |
| 474 | Generali Investments, Management Co LLC | $581K | 2,144 | −1,581 | trim |
| 475 | WINEBRENNER CAPITAL MANAGEMENT LLC | $579K | 2,138 | +4 | add |
| 476 | CHOREO, LLC | $579K | 2,136 | +111 | add |
| 477 | Lido Advisors, LLC | $578K | 2,133 | −1,974 | trim |
| 478 | Gallacher Capital Management LLC | $578K | 2,135 | +2,135 | new |
| 479 | Checchi Capital Advisers, LLC | $575K | 2,124 | +20 | add |
| 480 | HOHIMER WEALTH MANAGEMENT, LLC | $574K | 2,118 | +432 | add |
| 481 | RITHOLTZ WEALTH MANAGEMENT | $570K | 2,105 | −380 | trim |
| 482 | SIGNET FINANCIAL MANAGEMENT, LLC | $569K | 2,100 | +246 | add |
| 483 | Retirement Planning Co of New England, Inc. | $568K | 2,099 | +13 | add |
| 484 | Vontobel Holding Ltd. | $568K | 2,097 | 0 | no change |
| 485 | Callan Family Office, LLC | $566K | 2,089 | −302 | trim |
| 486 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $564K | 2,082 | −405 | trim |
| 487 | Formidable Asset Management, LLC | $559K | 2,063 | −819 | trim |
| 488 | PRUDENTIAL PLC | $551K | 2,035 | −8,077 | trim |
| 489 | Berkeley Capital Partners, LLC | $549K | 2,028 | +24 | add |
| 490 | One Capital Management, LLC | $547K | 2,021 | −176 | trim |
| 491 | INDEPENDENT FINANCIAL GROUP, LLC | $547K | 2,021 | — | no prior |
| 492 | HUB Investment Partners, LLC | $538K | 1,987 | +6 | add |
| 493 | Shum Financial Group, Inc. | $533K | 1,966 | −12 | trim |
| 494 | Chesapeake Wealth Management | $530K | 1,955 | −6 | trim |
| 495 | Krane Funds Advisors LLC | $525K | 1,865 | +307 | add |
| 496 | IVC Wealth Advisors LLC | $517K | 1,910 | −13 | trim |
| 497 | VISION FINANCIAL MARKETS LLC | $515K | 1,900 | +1,900 | new |
| 498 | 111 Capital | $515K | 1,900 | +872 | add |
| 499 | Strategic Financial Services, Inc. | $513K | 1,895 | — | no prior |
| 500 | PROFUND ADVISORS LLC | $513K | 1,894 | −763 | trim |