| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $1.0B | 10,931,820 | 0 | no change |
| 2 | MORGAN STANLEY | $456M | 4,889,374 | −815,543 | trim |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $395M | 4,237,751 | +192,591 | add |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $346M | 3,710,224 | −176,111 | trim |
| 5 | BANK OF AMERICA CORP /DE/ | $338M | 3,623,294 | +225,016 | add |
| 6 | Qube Research & Technologies Ltd | $222M | 2,377,304 | −7,314 | trim |
| 7 | FMR LLC | $203M | 2,180,186 | +254,409 | add |
| 8 | BlackRock, Inc. | $197M | 2,108,295 | +334,393 | add |
| 9 | BANK OF MONTREAL /CAN/ | $192M | 2,056,347 | −165,122 | trim |
| 10 | Grantham, Mayo, Van Otterloo & Co. LLC | $187M | 2,004,837 | +436,593 | add |
| 11 | HARDING LOEVNER LP | $184M | 1,971,227 | −82,643 | trim |
| 12 | NORTHERN TRUST CORP | $172M | 1,839,582 | +135,019 | add |
| 13 | DIMENSIONAL FUND ADVISORS LP | $157M | 1,682,927 | −97,027 | trim |
| 14 | CITIGROUP INC | $144M | 1,544,579 | +49,235 | add |
| 15 | EARNEST PARTNERS LLC | $135M | 1,442,986 | −72,863 | trim |
| 16 | UBS Group AG | $122M | 1,311,639 | +193,629 | add |
| 17 | WELLS FARGO & COMPANY/MN | $121M | 1,302,179 | −36,133 | trim |
| 18 | ROYAL BANK OF CANADA | $112M | 1,199,010 | −97,583 | trim |
| 19 | Altshuler Shaham Ltd | $107M | 1,144,000 | +1,144,000 | new |
| 20 | Palliser Capital (UK) Ltd | $96.8M | 1,037,233 | −170,517 | trim |
| 21 | JANE STREET GROUP, LLC | $93.6M | 1,003,425 | +1,003,425 | new |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $90.1M | 965,800 | +779,200 | add |
| 23 | Clearbridge Investments, LLC | $83.3M | 892,474 | +892,474 | new |
| 24 | TODD ASSET MANAGEMENT LLC | $81.6M | 874,659 | −210,156 | trim |
| 25 | RAYMOND JAMES FINANCIAL INC | $81.3M | 871,668 | +114,426 | add |
| 26 | ENVESTNET ASSET MANAGEMENT INC | $78.2M | 838,415 | +296,301 | add |
| 27 | FRANKLIN RESOURCES INC | $73.2M | 784,232 | −611,423 | trim |
| 28 | DEUTSCHE BANK AG\ | $59.8M | 641,205 | −1,575,730 | trim |
| 29 | 1832 Asset Management L.P. | $59.7M | 640,080 | +14,750 | add |
| 30 | WELLINGTON MANAGEMENT GROUP LLP | $58.3M | 624,596 | −262,565 | trim |
| 31 | AMERICAN CENTURY COMPANIES INC | $55.6M | 595,530 | +176,662 | add |
| 32 | SEI INVESTMENTS CO | $52.6M | 564,191 | +6,407 | add |
| 33 | CAPITAL ADVISORS INC/OK | $49.4M | 529,596 | +4,147 | add |
| 34 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $48.9M | 524,602 | −150,000 | trim |
| 35 | FIRST TRUST ADVISORS LP | $48.5M | 519,977 | −43,865 | trim |
| 36 | LPL Financial LLC | $48.0M | 514,691 | +53,804 | add |
| 37 | Creative Planning | $47.2M | 505,442 | +46,516 | add |
| 38 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | $39.6M | 425,000 | 0 | no change |
| 39 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $38.9M | 368,340 | +20,658 | add |
| 40 | Aberdeen Group plc | $37.6M | 403,172 | −575 | trim |
| 41 | CITADEL ADVISORS LLC | $23.8M | 254,948 | −559,928 | trim |
| 42 | FIL Ltd | $23.0M | 246,237 | +9,472 | add |
| 43 | NATIONAL BANK OF CANADA /FI/ | $22.4M | 240,622 | −606,863 | trim |
| 44 | ANCHOR CAPITAL ADVISORS LLC | $21.9M | 234,303 | +25,908 | add |
| 45 | STIFEL FINANCIAL CORP | $21.9M | 234,226 | −9,248 | trim |
| 46 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $19.8M | 212,538 | +196,815 | add |
| 47 | Quantinno Capital Management LP | $18.7M | 200,280 | +49,654 | add |
| 48 | SteelPeak Wealth, LLC | $18.3M | 191,195 | −6,595 | trim |
| 49 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18.1M | 194,311 | +32,766 | add |
| 50 | JENNISON ASSOCIATES LLC | $18.0M | 192,748 | +5,479 | add |
| 51 | OSAIC HOLDINGS, INC. | $17.4M | 186,490 | −11,513 | trim |
| 52 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $17.2M | 183,998 | +19,471 | add |
| 53 | Oak Harvest Investment Services | $17.0M | 182,554 | +7,496 | add |
| 54 | Cetera Investment Advisers | $17.0M | 181,852 | +8,219 | add |
| 55 | SCS Capital Management LLC | $16.3M | 170,697 | +167,864 | add |
| 56 | SCOTIA CAPITAL INC. | $16.1M | 172,289 | +81,953 | add |
| 57 | Bell Bank | $14.0M | 149,635 | −20,417 | trim |
| 58 | Capital Wealth Planning, LLC | $13.6M | 145,308 | +23,680 | add |
| 59 | Greenline Partners, LLC | $13.5M | 144,834 | +144,834 | new |
| 60 | OPPENHEIMER ASSET MANAGEMENT INC. | $13.1M | 140,494 | +26,234 | add |
| 61 | Foresight Global Investors, Inc. | $12.5M | 133,534 | −30,245 | trim |
| 62 | QSM Asset Management Ltd | $12.4M | 135,057 | −95,643 | trim |
| 63 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 129,867 | −67,742 | trim |
| 64 | Kapitalo Investimentos Ltda | $11.9M | 127,754 | 0 | no change |
| 65 | AQR CAPITAL MANAGEMENT LLC | $11.9M | 127,144 | +73,192 | add |
| 66 | Sanctuary Advisors, LLC | $11.8M | 126,914 | +14,436 | add |
| 67 | Segment Wealth Management, LLC | $11.6M | 124,387 | +124,387 | new |
| 68 | Rockefeller Capital Management L.P. | $11.3M | 120,952 | −9,912 | trim |
| 69 | CIDEL ASSET MANAGEMENT INC | $11.2M | 120,181 | −250 | trim |
| 70 | Old West Investment Management, LLC | $11.1M | 118,777 | +104,567 | add |
| 71 | Moran Wealth Management, LLC | $11.0M | 117,834 | +8,943 | add |
| 72 | Bridgewater Associates, LP | $10.7M | 114,239 | +104,777 | add |
| 73 | D.A. DAVIDSON & CO. | $10.6M | 114,094 | −10,088 | trim |
| 74 | SummitTX Capital, L.P. | $10.5M | 113,025 | +76,322 | add |
| 75 | US BANCORP \DE\ | $10.5M | 112,087 | +12,630 | add |
| 76 | NAPLES GLOBAL ADVISORS, LLC | $10.3M | 107,405 | +397 | add |
| 77 | Mariner, LLC | $10.2M | 109,423 | +10,148 | add |
| 78 | XTX Topco Ltd | $10.1M | 108,434 | +108,434 | new |
| 79 | Deltroit Asset Management (UK) LLP | $10.0M | 107,000 | +107,000 | new |
| 80 | SALEM INVESTMENT COUNSELORS INC | $9.8M | 105,137 | +5,654 | add |
| 81 | LMR Partners LLP | $9.8M | 105,000 | +105,000 | new |
| 82 | Allspring Global Investments Holdings, LLC | $9.6M | 101,512 | −7,765 | trim |
| 83 | Bragg Financial Advisors, Inc | $9.6M | 102,605 | +34 | add |
| 84 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.2M | 97,847 | −8,873 | trim |
| 85 | Tidal Investments LLC | $9.2M | 98,339 | −5,480 | trim |
| 86 | HighTower Advisors, LLC | $9.1M | 97,057 | +35,100 | add |
| 87 | Soltis Investment Advisors LLC | $9.0M | 96,833 | −54,292 | trim |
| 88 | Tower Research Capital LLC (TRC) | $8.9M | 95,298 | +5,432 | add |
| 89 | QRG CAPITAL MANAGEMENT, INC. | $8.9M | 94,934 | +13,994 | add |
| 90 | Addenda Capital Inc. | $8.8M | 91,600 | 0 | no change |
| 91 | Squarepoint Ops LLC | $8.7M | 92,974 | +92,974 | new |
| 92 | Connor, Clark & Lunn Investment Management Ltd. | $8.7M | 92,839 | +65,944 | add |
| 93 | Orion Porfolio Solutions, LLC | $8.5M | 90,821 | +31,542 | add |
| 94 | CWM, LLC | $8.4M | 89,928 | +1,515 | add |
| 95 | Crossmark Global Holdings, Inc. | $7.4M | 79,285 | — | no prior |
| 96 | Cerity Partners LLC | $7.4M | 78,883 | +9,637 | add |
| 97 | NewEdge Advisors, LLC | $7.4M | 78,842 | +78,842 | new |
| 98 | TRUIST FINANCIAL CORP | $7.0M | 75,392 | +7,228 | add |
| 99 | FORA Capital, LLC | $7.0M | 74,614 | +74,614 | new |
| 100 | MML INVESTORS SERVICES, LLC | $6.9M | 73,820 | +23,918 | add |
| 101 | ASSETMARK, INC | $6.8M | 73,385 | +3,049 | add |
| 102 | Amundi | $6.8M | 72,843 | +901 | add |
| 103 | Goelzer Investment Management, Inc. | $6.8M | 72,811 | −415 | trim |
| 104 | Oxbow Advisors, LLC | $6.7M | 71,732 | +3,706 | add |
| 105 | TD Waterhouse Canada Inc. | $6.6M | 70,257 | +33,173 | add |
| 106 | Gilman Hill Asset Management, LLC | $6.6M | 71,018 | −2,937 | trim |
| 107 | Moors & Cabot, Inc. | $6.5M | 69,613 | −1,954 | trim |
| 108 | STEPHENS INC /AR/ | $6.4M | 68,593 | +3,283 | add |
| 109 | Man Group plc | $6.3M | 67,862 | +67,862 | new |
| 110 | Blume Capital Management, Inc. | $6.3M | 67,675 | −368 | trim |
| 111 | M&T BANK CORP | $6.2M | 66,683 | −2,739 | trim |
| 112 | Brooklyn Investment Group | $6.1M | 64,977 | +15,682 | add |
| 113 | MONTAG A & ASSOCIATES INC | $6.0M | 62,935 | −541 | trim |
| 114 | Advisors Asset Management, Inc. | $5.9M | 63,516 | −8,079 | trim |
| 115 | Atria Investments, Inc | $5.8M | 62,680 | +6,623 | add |
| 116 | Capital Investment Advisors, LLC | $5.7M | 61,210 | −3,507 | trim |
| 117 | Uncommon Cents Investing LLC | $5.7M | 61,180 | +625 | add |
| 118 | Bank Julius Baer & Co. Ltd, Zurich | $5.7M | 61,055 | +28,832 | add |
| 119 | &PARTNERS | $5.7M | 61,116 | +6,045 | add |
| 120 | HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | $5.6M | 60,128 | −26,699 | trim |
| 121 | LMCG INVESTMENTS, LLC | $5.4M | 57,620 | +6,229 | add |
| 122 | Federation des caisses Desjardins du Quebec | $5.4M | 57,581 | −8,444 | trim |
| 123 | Callan Family Office, LLC | $5.4M | 57,515 | +2,589 | add |
| 124 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.4M | 57,478 | +14,776 | add |
| 125 | Boston Partners | $5.4M | 57,253 | +1,412 | add |
| 126 | Modera Wealth Management, LLC | $5.3M | 57,086 | −3,269 | trim |
| 127 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2M | 56,234 | +2,978 | add |
| 128 | Northwest Bancshares, Inc. | $5.2M | 55,974 | −4,635 | trim |
| 129 | FARALLON CAPITAL MANAGEMENT, L.L.C. | $5.0M | 53,800 | — | no prior |
| 130 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $5.0M | 51,908 | −1,184 | trim |
| 131 | D. E. Shaw & Co., Inc. | $4.9M | 52,993 | +38,983 | add |
| 132 | ADVOCATE GROUP LLC | $4.9M | 52,843 | −1,637 | trim |
| 133 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M | 51,938 | −157,012 | trim |
| 134 | BRASADA CAPITAL MANAGEMENT, LP | $4.7M | 50,150 | +50,150 | new |
| 135 | DRW Securities, LLC | $4.7M | 50,305 | +2,293 | add |
| 136 | PINNACLE ASSOCIATES LTD | $4.7M | 49,913 | +5,794 | add |
| 137 | Lido Advisors, LLC | $4.6M | 48,268 | +2,158 | add |
| 138 | SPX Gestao de Recursos Ltda | $4.5M | 48,650 | −419,765 | trim |
| 139 | NewEdge Wealth, LLC | $4.5M | 48,249 | +501 | add |
| 140 | EagleClaw Capital Managment, LLC | $4.4M | 47,555 | −250 | trim |
| 141 | MERCER GLOBAL ADVISORS INC /ADV | $4.4M | 47,461 | +4,795 | add |
| 142 | Cinctive Capital Management LP | $4.4M | 46,758 | +46,758 | new |
| 143 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $4.3M | 46,063 | −3 | trim |
| 144 | TrueMark Investments, LLC | $4.3M | 46,041 | +5,665 | add |
| 145 | OPAL CAPITAL LLC | $4.3M | 46,041 | +46,041 | new |
| 146 | Amanah Holdings Trust | $4.2M | 45,000 | 0 | no change |
| 147 | DAVENPORT & Co LLC | $4.1M | 44,207 | +153 | add |
| 148 | Verdence Capital Advisors LLC | $4.1M | 43,904 | −433 | trim |
| 149 | Vestmark Advisory Solutions, Inc. | $4.0M | 42,407 | −5,278 | trim |
| 150 | Hamilton Point Investment Advisors, LLC | $3.9M | 41,167 | −99 | trim |
| 151 | Vident Advisory, LLC | $3.8M | 40,528 | +5,900 | add |
| 152 | K.J. Harrison & Partners Inc | $3.8M | 40,250 | −1,000 | trim |
| 153 | Alphadyne Asset Management LP | $3.7M | 40,000 | 0 | no change |
| 154 | Vanguard Personalized Indexing Management, LLC | $3.7M | 39,971 | −63 | trim |
| 155 | Y-Intercept (Hong Kong) Ltd | $3.7M | 39,832 | +29,226 | add |
| 156 | Corient Private Wealth LLC | $3.6M | 38,538 | −41,532 | trim |
| 157 | Limestone Investment Advisors LP | $3.5M | 37,814 | 0 | no change |
| 158 | Kestra Advisory Services, LLC | $3.5M | 37,250 | +41 | add |
| 159 | Royal Fund Management, LLC | $3.5M | 37,043 | +19,295 | add |
| 160 | Manske Wealth Management | $3.4M | 36,625 | +276 | add |
| 161 | FIFTH THIRD BANCORP | $3.4M | 36,266 | −1,116 | trim |
| 162 | GUGGENHEIM CAPITAL LLC | $3.3M | 35,843 | +903 | add |
| 163 | Waverly Advisors, LLC | $3.3M | 35,449 | +1,032 | add |
| 164 | Synergy Asset Management, LLC | $3.3M | 35,351 | −30,193 | trim |
| 165 | LGT Group Foundation | $3.2M | 34,623 | +1,050 | add |
| 166 | Private Advisor Group, LLC | $3.2M | 34,603 | −9,859 | trim |
| 167 | Trust Investment Advisors | $3.2M | 34,259 | −3,566 | trim |
| 168 | OPPENHEIMER & CO INC | $3.0M | 32,311 | −4,981 | trim |
| 169 | CREDIT AGRICOLE S A | $3.0M | 31,887 | +12,206 | add |
| 170 | BTC Capital Management, Inc. | $2.9M | 30,796 | −3,415 | trim |
| 171 | COMMERCE BANK | $2.8M | 30,212 | +23,834 | add |
| 172 | CENTRAL VALLEY ADVISORS, LLC | $2.8M | 30,112 | +2,193 | add |
| 173 | RITHOLTZ WEALTH MANAGEMENT | $2.8M | 29,720 | +3,863 | add |
| 174 | REGIONS FINANCIAL CORP | $2.7M | 29,244 | +921 | add |
| 175 | Focus Partners Wealth | $2.7M | 28,901 | +1,913 | add |
| 176 | CHOREO, LLC | $2.7M | 28,112 | +664 | add |
| 177 | Pinnacle Financial Partners, Inc. | $2.7M | 28,535 | +148 | add |
| 178 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $2.6M | 28,290 | −3,360 | trim |
| 179 | Laird Norton Wetherby Trust Company, LLC | $2.6M | 27,335 | +268 | add |
| 180 | Recurrent Investment Advisors LLC | $2.5M | 27,247 | +1,200 | add |
| 181 | Walleye Capital LLC | $2.5M | 26,919 | −81,880 | trim |
| 182 | Columbus Macro, LLC | $2.5M | 26,562 | −867 | trim |
| 183 | Strategic Global Advisors, LLC | $2.5M | 26,540 | −7,344 | trim |
| 184 | SCHRODER INVESTMENT MANAGEMENT GROUP | $2.4M | 27,450 | −2,133 | trim |
| 185 | ALLEN WEALTH MANAGEMENT, LLC | $2.4M | 26,036 | −2,385 | trim |
| 186 | Banco Santander, S.A. | $2.4M | 25,702 | +2,177 | add |
| 187 | Prospera Financial Services Inc | $2.4M | 25,585 | +9,905 | add |
| 188 | Family Legacy, Inc. | $2.4M | 25,380 | +472 | add |
| 189 | IEQ CAPITAL, LLC | $2.4M | 25,352 | +5,267 | add |
| 190 | Pathstone Holdings, LLC | $2.4M | 25,216 | +1,933 | add |
| 191 | Live Oak Investment Partners | $2.3M | 24,973 | +2,263 | add |
| 192 | Sequoia Financial Advisors, LLC | $2.3M | 24,856 | +3,328 | add |
| 193 | Parallax Volatility Advisers, L.P. | $2.3M | 23,674 | +23,674 | new |
| 194 | SHARPEPOINT LLC | $2.3M | 24,628 | −1,509 | trim |
| 195 | EVERGREEN CAPITAL MANAGEMENT LLC | $2.3M | 23,689 | +214 | add |
| 196 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 24,039 | +19,243 | add |
| 197 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $2.2M | 24,004 | −2,346 | trim |
| 198 | Aviso Financial Inc. | $2.2M | 23,970 | +3,050 | add |
| 199 | RFG Advisory, LLC | $2.2M | 23,559 | +2,698 | add |
| 200 | Dana Investment Advisors, Inc. | $2.1M | 23,032 | +17 | add |
| 201 | Steward Partners Investment Advisory, LLC | $2.1M | 22,858 | +4,987 | add |
| 202 | ABBINGTON INVESTMENT GROUP | $2.1M | 22,840 | −616 | trim |
| 203 | SIGNATUREFD, LLC | $2.1M | 22,202 | +797 | add |
| 204 | BLAIR WILLIAM & CO/IL | $2.1M | 22,132 | −1,866 | trim |
| 205 | QUADRANT CAPITAL GROUP LLC | $2.1M | 22,130 | +607 | add |
| 206 | U.S. Capital Wealth Advisors, LLC | $2.1M | 22,094 | −9,755 | trim |
| 207 | Naviter Wealth, LLC | $2.0M | 21,358 | +845 | add |
| 208 | Compound Planning, Inc. | $2.0M | 21,797 | +2,723 | add |
| 209 | Castellan Group | $2.0M | 21,548 | 0 | no change |
| 210 | Transmarket Holdings LP | $2.0M | 21,332 | — | no prior |
| 211 | Ellsworth Advisors, LLC | $2.0M | 21,275 | +1,157 | add |
| 212 | NLB Skladi, upravljanje premozenja, d.o.o. | $2.0M | 21,078 | +2,850 | add |
| 213 | Bank Pictet & Cie (Europe) AG | $2.0M | 21,035 | −100 | trim |
| 214 | EAGLE GLOBAL ADVISORS LLC | $1.9M | 20,300 | 0 | no change |
| 215 | Americana Partners, LLC | $1.9M | 20,077 | +3,969 | add |
| 216 | Vise Technologies, Inc. | $1.9M | 23,358 | 0 | no change |
| 217 | SHRIER WEALTH MANAGEMENT, LLC | $1.8M | 19,625 | +3,635 | add |
| 218 | Independent Advisor Alliance | $1.8M | 19,447 | −8,808 | trim |
| 219 | MILLENNIUM MANAGEMENT LLC | $1.8M | 19,353 | −183,778 | trim |
| 220 | Jain Global LLC | $1.8M | 19,159 | −10,257 | trim |
| 221 | LFG Wealth Partners, LLC | $1.8M | 18,837 | −11,894 | trim |
| 222 | COURIER CAPITAL LLC | $1.7M | 18,614 | −485 | trim |
| 223 | Eagle Bluffs Wealth Management LLC | $1.7M | 17,819 | +359 | add |
| 224 | Evelyn Partners Asset Management Ltd | $1.7M | 18,201 | +992 | add |
| 225 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 18,122 | +5,794 | add |
| 226 | Philip James Wealth Mangement, LLC | $1.7M | 18,096 | −1,710 | trim |
| 227 | Vectors Research Management, LLC | $1.6M | 17,581 | −313 | trim |
| 228 | Perigon Wealth Management, LLC | $1.6M | 17,468 | +1,054 | add |
| 229 | FOURPATH CAPITAL MANAGEMENT, LLC | $1.6M | 17,115 | +12 | add |
| 230 | FOUNDERS FINANCIAL SECURITIES LLC | $1.6M | 16,413 | +1,855 | add |
| 231 | ELEVATION POINT WEALTH PARTNERS, LLC | $1.6M | 16,865 | +11,628 | add |
| 232 | VPR Management LLC | $1.6M | 17,000 | 0 | no change |
| 233 | Sigma Planning Corp | $1.6M | 16,831 | +14,193 | add |
| 234 | HORIZON KINETICS ASSET MANAGEMENT LLC | $1.5M | 16,296 | −20 | trim |
| 235 | LGT Fund Management Co Ltd. | $1.5M | 16,174 | 0 | no change |
| 236 | Beacon Pointe Advisors, LLC | $1.5M | 16,167 | +11,465 | add |
| 237 | Cadence Wealth Management LLC | $1.5M | 16,159 | +1,006 | add |
| 238 | Qtron Investments LLC | $1.5M | 16,149 | 0 | no change |
| 239 | CHESAPEAKE CAPITAL CORP /IL/ | $1.5M | 15,827 | +1,075 | add |
| 240 | Blue Trust, Inc. | $1.5M | 15,601 | −654 | trim |
| 241 | Snowden Capital Advisors LLC | $1.4M | 15,105 | +399 | add |
| 242 | Artemis Investment Management LLP | $1.4M | 15,055 | +10,289 | add |
| 243 | Steadtrust LLC | $1.4M | 15,020 | 0 | no change |
| 244 | Wealth Management Partners, LLC | $1.4M | 15,004 | −2,173 | trim |
| 245 | Disciplined Investors, L.L.C. | $1.4M | 14,864 | +1,155 | add |
| 246 | FCG Investment Co | $1.4M | 14,624 | — | no prior |
| 247 | Marks Group Wealth Management, Inc | $1.4M | 14,558 | +10,904 | add |
| 248 | MITCHELL & PAHL PRIVATE WEALTH, LLC | $1.3M | 14,240 | +23 | add |
| 249 | Jackson Hole Capital Partners, LLC | $1.3M | 14,170 | 0 | no change |
| 250 | World Investment Advisors | $1.3M | 13,994 | −1,081 | trim |
| 251 | Gotham Asset Management, LLC | $1.3M | 13,960 | −62 | trim |
| 252 | OLD MISSION CAPITAL LLC | $1.3M | 13,939 | −104,669 | trim |
| 253 | Equitable Holdings, Inc. | $1.3M | 15,996 | +108 | add |
| 254 | Leisure Capital Management | $1.3M | 13,799 | −870 | trim |
| 255 | CLOVERFIELDS CAPITAL GROUP, LP | $1.3M | 13,783 | +2,999 | add |
| 256 | Kovack Advisors, Inc. | $1.3M | 13,534 | +3,548 | add |
| 257 | Berkeley Capital Partners, LLC | $1.3M | 13,593 | −355 | trim |
| 258 | Te Ahumairangi Investment Management Ltd | $1.3M | 13,422 | −1,700 | trim |
| 259 | Aaron Wealth Advisors LLC | $1.2M | 13,238 | +3,678 | add |
| 260 | WESTBOURNE INVESTMENTS, INC. | $1.2M | 13,210 | +6,060 | add |
| 261 | Frank, Rimerman Advisors LLC | $1.2M | 12,934 | −130 | trim |
| 262 | Compass Wealth Management LLC | $1.2M | 12,880 | 0 | no change |
| 263 | AssuredPartners Investment Advisors, LLC | $1.2M | 12,760 | −4,066 | trim |
| 264 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 12,725 | — | no prior |
| 265 | Cumberland Partners Ltd | $1.2M | 12,700 | +12,700 | new |
| 266 | ExodusPoint Capital Management, LP | $1.2M | 12,588 | +12,588 | new |
| 267 | BAILARD, INC. | $1.2M | 12,549 | +243 | add |
| 268 | OpenArc Corporate Advisory, LLC | $1.1M | 12,275 | +1,598 | add |
| 269 | Columbia Asset Management | $1.1M | 12,245 | +2,155 | add |
| 270 | First City Capital Management, Inc. | $1.1M | 12,160 | 0 | no change |
| 271 | Curi Capital, LLC | $1.1M | 12,158 | −15,337 | trim |
| 272 | JOHNSON INVESTMENT COUNSEL INC | $1.1M | 12,148 | −2,213 | trim |
| 273 | Aegis Wealth Management LLC | $1.1M | 12,000 | 0 | no change |
| 274 | Sowell Financial Services LLC | $1.1M | 11,980 | −678 | trim |
| 275 | WealthTrust Axiom LLC | $1.1M | 11,938 | +13 | add |
| 276 | DV Trading LLC | $1.1M | 11,738 | +8,963 | add |
| 277 | Legacy Bridge, LLC | $1.1M | 11,680 | 0 | no change |
| 278 | INSIGNEO ADVISORY SERVICES, LLC | $1.1M | 11,596 | +1,977 | add |
| 279 | Stratos Wealth Partners, LTD. | $1.1M | 11,450 | +357 | add |
| 280 | Havemeyer Place LP | $1.0M | 11,143 | +11,143 | new |
| 281 | IVC Wealth Advisors LLC | $1.0M | 11,055 | +92 | add |
| 282 | OneAscent Investment Solutions LLC | $1.0M | 11,027 | −2,796 | trim |
| 283 | Net Worth Advisory Group | $1.0M | 11,007 | −424 | trim |
| 284 | American Capital Advisory, LLC | $1.0M | 10,876 | −2,616 | trim |
| 285 | 180 WEALTH ADVISORS, LLC | $986K | 10,569 | +20 | add |
| 286 | Gemmer Asset Management LLC | $983K | 10,539 | +10,539 | new |
| 287 | Smartleaf Asset Management LLC | $979K | 11,020 | +769 | add |
| 288 | Summit Trail Advisors, LLC | $972K | 10,423 | +10,423 | new |
| 289 | BLUEFIN CAPITAL MANAGEMENT, LLC | $961K | 10,300 | — | no prior |
| 290 | Westover Capital Advisors, LLC | $961K | 10,300 | +7,100 | add |
| 291 | OneDigital Investment Advisors LLC | $960K | 10,292 | +4,025 | add |
| 292 | Checchi Capital Advisers, LLC | $950K | 10,187 | +197 | add |
| 293 | Dickmeyer Boyce Financial Management, Inc. | $947K | 10,155 | — | no prior |
| 294 | BENJAMIN EDWARDS INC | $940K | 10,071 | +7,417 | add |
| 295 | Empowered Funds, LLC | $936K | 10,037 | +10,037 | new |
| 296 | Mutual Advisors, LLC | $936K | 10,033 | +1,794 | add |
| 297 | Abel Hall, LLC | $929K | 9,957 | −4,022 | trim |
| 298 | Burford Brothers, Inc. | $925K | 9,917 | −4,054 | trim |
| 299 | Oakum Bay Capital LLC | $919K | 9,850 | −3,700 | trim |
| 300 | Venture Visionary Partners LLC | $911K | 9,768 | −2,612 | trim |
| 301 | MGO ONE SEVEN LLC | $902K | 9,665 | +1,346 | add |
| 302 | PROFUND ADVISORS LLC | $901K | 9,663 | −1,504 | trim |
| 303 | Auto-Owners Insurance Co | $896K | 9,600 | 0 | no change |
| 304 | Savant Capital, LLC | $893K | 9,570 | +1,687 | add |
| 305 | HEADINVEST, LLC | $886K | 9,500 | 0 | no change |
| 306 | TCTC Holdings, LLC | $879K | 9,422 | 0 | no change |
| 307 | BKM Wealth Management, LLC | $872K | 9,350 | +9,350 | new |
| 308 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $859K | 9,207 | +508 | add |
| 309 | CIBC Asset Management Inc | $853K | 9,147 | +105 | add |
| 310 | AMG National Trust Bank | $839K | 8,998 | +2,047 | add |
| 311 | JUNCTURE WEALTH STRATEGIES, LLC | $831K | 8,905 | −306 | trim |
| 312 | SUMMIT SECURITIES GROUP LLC | $830K | 8,900 | +6,300 | add |
| 313 | Essex Financial Services, Inc. | $830K | 8,898 | −611 | trim |
| 314 | TRED AVON FAMILY WEALTH, LLC | $817K | 8,760 | −1,425 | trim |
| 315 | Octavia Wealth Advisors, LLC | $816K | 8,517 | +186 | add |
| 316 | BROWN ADVISORY INC | $810K | 8,680 | −990 | trim |
| 317 | Legacy Wealth Asset Management, LLC | $784K | 8,401 | −13 | trim |
| 318 | SHELTON CAPITAL MANAGEMENT | $783K | 8,390 | 0 | no change |
| 319 | VectorGlobal IAG, Inc. | $779K | 8,349 | — | no prior |
| 320 | Kathmere Capital Management, LLC | $773K | 8,282 | +1,313 | add |
| 321 | Merit Financial Group, LLC | $769K | 8,238 | +484 | add |
| 322 | SAGESPRING WEALTH PARTNERS, LLC | $766K | 8,210 | +939 | add |
| 323 | Fractal Investments LLC | $765K | 8,200 | 0 | no change |
| 324 | One Wealth Advisors, LLC | $764K | 8,190 | +160 | add |
| 325 | McAlvany Wealth Management LLC | $760K | 8,558 | +436 | add |
| 326 | HBK Sorce Advisory LLC | $751K | 7,131 | +243 | add |
| 327 | Core Wealth Partners LLC | $746K | 8,000 | 0 | no change |
| 328 | Fund Advisors of America Inc/FL | $743K | 7,967 | −52 | trim |
| 329 | Avidian Wealth Enterprises, LLC | $740K | 7,937 | −256 | trim |
| 330 | WNY Asset Management, LLC | $740K | 7,932 | — | no prior |
| 331 | Cordatus Wealth Management LLC | $728K | 7,809 | +31 | add |
| 332 | LaSalle St. Investment Advisors, LLC | $721K | 7,725 | +363 | add |
| 333 | MISSION WEALTH MANAGEMENT, LP | $717K | 7,685 | +361 | add |
| 334 | LongView Wealth Management | $709K | 7,168 | −254 | trim |
| 335 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $706K | 7,567 | +7,567 | new |
| 336 | Karras Company, Inc. | $704K | 7,547 | −250 | trim |
| 337 | Aprio Wealth Management, LLC | $703K | 7,540 | +3,298 | add |
| 338 | Henshaw Capital LLC | $702K | 7,528 | — | no prior |
| 339 | Compagnie Lombard Odier SCmA | $700K | 7,500 | −1,000 | trim |
| 340 | Rothschild Wealth LLC | $693K | 7,424 | +7,424 | new |
| 341 | Concurrent Investment Advisors, LLC | $681K | 7,298 | −11,551 | trim |
| 342 | COLDSTREAM CAPITAL MANAGEMENT INC | $680K | 7,293 | +2,571 | add |
| 343 | AE Wealth Management LLC | $673K | 7,219 | −2,821 | trim |
| 344 | BANK OF NOVA SCOTIA | $671K | 7,197 | −15,293 | trim |
| 345 | Intesa Sanpaolo Wealth Management | $663K | 7,105 | −860 | trim |
| 346 | Capula Management Ltd | $655K | 7,020 | +7,020 | new |
| 347 | CENTRAL TRUST Co | $655K | 6,994 | +2,442 | add |
| 348 | HB Wealth Management, LLC | $654K | 7,005 | +923 | add |
| 349 | Corps Capital Advisors, LLC | $648K | 6,946 | +1,986 | add |
| 350 | MAI Capital Management | $648K | 6,943 | +2,804 | add |
| 351 | Inspire Advisors, LLC | $646K | 6,921 | −1,744 | trim |
| 352 | Dorsey & Whitney Trust CO LLC | $645K | 6,917 | +6 | add |
| 353 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $640K | 6,859 | −110 | trim |
| 354 | DIVERSIFY WEALTH MANAGEMENT, LLC | $640K | 6,628 | +6,628 | new |
| 355 | SUMMITRY LLC | $637K | 6,830 | +351 | add |
| 356 | Norris Financial Group, LLC | $636K | 6,814 | — | no prior |
| 357 | DIVERSIFIED MANAGEMENT INC | $629K | 6,743 | +6,743 | new |
| 358 | Walleye Trading LLC | $626K | 6,711 | −11,903 | trim |
| 359 | Composition Wealth, LLC | $622K | 6,669 | +772 | add |
| 360 | XML Financial, LLC | $617K | 6,615 | 0 | no change |
| 361 | IHT Wealth Management, LLC | $613K | 6,573 | +1,104 | add |
| 362 | Cornerstone Wealth Management, LLC | $606K | 6,494 | 0 | no change |
| 363 | Ameliora Wealth Management Ltd. | $605K | 6,480 | +6,480 | new |
| 364 | BankChampaign, National Association | $594K | 6,364 | — | no prior |
| 365 | CIBC Bancorp USA Inc. | $591K | 5,840 | — | no prior |
| 366 | Tandem Financial, LLC | $589K | 6,143 | +1,601 | add |
| 367 | Triangle Securities Wealth Management | $585K | 6,267 | −52 | trim |
| 368 | VestGen Advisors, LLC | $576K | 5,264 | +5,264 | new |
| 369 | Rehmann Capital Advisory Group | $575K | 6,144 | +1,551 | add |
| 370 | Kingsview Wealth Management, LLC | $574K | 6,157 | +779 | add |
| 371 | Avior Wealth Management, LLC | $570K | 6,108 | +340 | add |
| 372 | West Family Investments, Inc. | $558K | 5,983 | −2,235 | trim |
| 373 | May Hill Capital, LLC | $556K | 5,965 | −4,579 | trim |
| 374 | ANCHYRA PARTNERS LLC | $553K | 5,931 | +390 | add |
| 375 | Gallacher Capital Management LLC | $550K | 5,900 | −2,434 | trim |
| 376 | Ridge Creek Global, Inc | $548K | 5,875 | 0 | no change |
| 377 | Legacy Edge Advisors, LLC | $542K | 5,813 | −13 | trim |
| 378 | Baker Ellis Asset Management LLC | $541K | 5,800 | −2,800 | trim |
| 379 | Banco BTG Pactual S.A. | $541K | 5,800 | +5,800 | new |
| 380 | Pure Financial Advisors, LLC | $540K | 5,784 | +440 | add |
| 381 | American Institute for Advanced Investment Management, LLP | $538K | 5,765 | +5,765 | new |
| 382 | Marex Group Ltd | $537K | 5,758 | +5,758 | new |
| 383 | Parkside Financial Bank & Trust | $536K | 5,751 | −29 | trim |
| 384 | BROWN, LISLE/CUMMINGS, INC. | $536K | 5,750 | 0 | no change |
| 385 | Cohen Investment Advisors LLC | $534K | 5,724 | −1,523 | trim |
| 386 | NWAM LLC | $529K | 5,670 | +450 | add |
| 387 | WEALTH ALLIANCE, LLC | $527K | 5,646 | +5,646 | new |
| 388 | Dorato Capital Management | $525K | 5,331 | +100 | add |
| 389 | EXCHANGE TRADED CONCEPTS, LLC | $518K | 5,551 | +1,853 | add |
| 390 | Purkiss Capital Advisors LLC | $511K | 5,480 | −68 | trim |
| 391 | POTENTIA WEALTH | $499K | 5,345 | +585 | add |
| 392 | Bridgewater Advisors Inc. | $495K | 4,414 | +324 | add |
| 393 | Aspen Wealth Strategies, LLC | $494K | 5,292 | −285 | trim |
| 394 | Apollon Wealth Management, LLC | $484K | 5,185 | +1,174 | add |
| 395 | Baird Financial Group, Inc. | $480K | 5,147 | +5,147 | new |
| 396 | EP Wealth Advisors, LLC | $475K | 5,090 | −414 | trim |
| 397 | Comprehensive Money Management Services LLC | $474K | 5,083 | +100 | add |
| 398 | Vontobel Holding Ltd. | $467K | 5,001 | −839 | trim |
| 399 | Legal Advantage Investments, Inc. | $466K | 5,000 | −300 | trim |
| 400 | KITCHING PARTNERS, LLC | $466K | 5,000 | +5,000 | new |
| 401 | Titan Wealth (CI) Ltd | $466K | 5,000 | −3,450 | trim |
| 402 | Portside Wealth Group, LLC | $464K | 4,971 | +4,971 | new |
| 403 | FIDUCIARY FINANCIAL GROUP, LLC | $462K | 4,947 | −62 | trim |
| 404 | StoneX Group Inc. | $461K | 4,813 | −406 | trim |
| 405 | UHLMANN PRICE SECURITIES, LLC | $456K | 4,912 | +1 | add |
| 406 | ALLIANZ SE | $456K | 4,884 | −639 | trim |
| 407 | Autumn Glory Partners, LLC | $453K | 4,855 | 0 | no change |
| 408 | Envestnet Portfolio Solutions, Inc. | $446K | 4,779 | −1,748 | trim |
| 409 | PRINCIPAL SECURITIES, INC. | $443K | 4,750 | +1,498 | add |
| 410 | Walker Asset Management, LLC | $443K | 4,746 | 0 | no change |
| 411 | Frec Markets, Inc. | $438K | 4,694 | +759 | add |
| 412 | MARATHON CAPITAL MANAGEMENT | $434K | 4,657 | −1,174 | trim |
| 413 | KDT Advisors, LLC | $434K | 4,651 | −1,500 | trim |
| 414 | PARSONS CAPITAL MANAGEMENT INC/RI | $431K | 4,625 | 0 | no change |
| 415 | Ballentine Partners, LLC | $425K | 4,552 | +102 | add |
| 416 | KINTRA WEALTH, LLC | $425K | 4,550 | +4,550 | new |
| 417 | Leonteq Securities AG | $424K | 4,547 | −307 | trim |
| 418 | GATEWAY INVESTMENT ADVISERS LLC | $421K | 4,514 | +4,514 | new |
| 419 | Accurate Wealth Management, LLC | $421K | 4,282 | −1,655 | trim |
| 420 | Freestone Capital Holdings, LLC | $420K | 4,507 | −2,351 | trim |
| 421 | Oppenheimer & Close, LLC | $420K | 4,500 | 0 | no change |
| 422 | EFG International AG | $417K | 4,472 | −474 | trim |
| 423 | Mesirow Financial Investment Management, Inc. | $416K | 4,462 | +623 | add |
| 424 | Capital International Investors | $410K | 4,611 | −488,808 | trim |
| 425 | Invesco Ltd. | $409K | 4,384 | +1,605 | add |
| 426 | Solstein Capital, LLC | $407K | 4,368 | 0 | no change |
| 427 | Solitude Financial Services | $404K | 4,100 | −2,800 | trim |
| 428 | Foster Victor Wealth Advisors, LLC | $400K | 4,050 | −347 | trim |
| 429 | Focus Financial Network, Inc. | $400K | 4,292 | −970 | trim |
| 430 | Spire Wealth Management | $399K | 4,274 | +55 | add |
| 431 | Wealth Quarterback LLC | $397K | 4,255 | −2,277 | trim |
| 432 | Dynasty Wealth Management, LLC | $396K | 4,245 | −148 | trim |
| 433 | S Harris Financial Group, LLC | $395K | 4,233 | +36 | add |
| 434 | MONECO ADVISORS, LLC | $392K | 4,202 | +291 | add |
| 435 | SeaCrest Wealth Management, LLC | $390K | 4,183 | +4,183 | new |
| 436 | Visionary Wealth Advisors | $390K | 4,182 | −100 | trim |
| 437 | Sivia Capital Partners, LLC | $387K | 4,150 | +1,270 | add |
| 438 | PRINCETON CAPITAL MANAGEMENT LLC | $382K | 4,093 | +131 | add |
| 439 | Castle Rock Wealth Management, LLC | $377K | 3,993 | −41 | trim |
| 440 | Wealthspire Advisors, LLC | $376K | 4,035 | +4,035 | new |
| 441 | FOCUSED ALPHA, LLC | $373K | 3,994 | +408 | add |
| 442 | SAGE RHINO CAPITAL LLC | $372K | 3,991 | +88 | add |
| 443 | STATE STREET CORP | $369K | 3,849 | 0 | no change |
| 444 | Knollwood Investment Advisory, LLC | $368K | 3,950 | 0 | no change |
| 445 | Arax Advisory Partners | $356K | 3,814 | −1,304 | trim |
| 446 | Excelsior Advisor Network LLC | $353K | 3,782 | +300 | add |
| 447 | HFG Advisors, Inc. | $350K | 3,749 | 0 | no change |
| 448 | Ascent Group, LLC | $347K | 3,725 | +385 | add |
| 449 | Allworth Financial LP | $347K | 3,721 | +212 | add |
| 450 | Wright Wealth LLC | $345K | 3,701 | −50 | trim |
| 451 | TICINO WEALTH | $345K | 3,650 | 0 | no change |
| 452 | Tripletail Wealth Management, LLC | $343K | 3,628 | −1,030 | trim |
| 453 | GFS Advisors, LLC | $337K | 255 | +255 | new |
| 454 | JMN Financial LLC | $334K | 3,584 | — | no prior |
| 455 | Arista Wealth Management, LLC | $334K | 3,577 | 0 | no change |
| 456 | MONARCH CAPITAL MANAGEMENT INC | $326K | 3,437 | +3,437 | new |
| 457 | Inspire Investing, LLC | $326K | 3,489 | −677 | trim |
| 458 | Mayflower Financial Advisors, LLC | $325K | 3,480 | +196 | add |
| 459 | Lighthouse Investment Partners, LLC | $322K | 3,454 | +3,454 | new |
| 460 | BOURNE LENT ASSET MANAGEMENT INC | $317K | 3,400 | 0 | no change |
| 461 | Catalyst Investment Management LLC | $315K | 3,149 | +3,149 | new |
| 462 | SPROTT INC. | $312K | 3,347 | −1,260 | trim |
| 463 | Gibbs Wealth Management | $310K | 3,323 | +3,323 | new |
| 464 | PFG Investments, LLC | $310K | 3,323 | −1,997 | trim |
| 465 | Hudson Portfolio Management LLC | $306K | 3,285 | −1,015 | trim |
| 466 | Summit Financial, LLC | $305K | 3,184 | +14 | add |
| 467 | DKM Wealth Management, Inc. | $303K | 3,250 | 0 | no change |
| 468 | OLD NATIONAL BANCORP /IN/ | $303K | 3,249 | +42 | add |
| 469 | LVW Advisors, LLC | $299K | 3,210 | +3,210 | new |
| 470 | CVA Family Office, LLC | $299K | 3,200 | 0 | no change |
| 471 | PDS Planning, Inc | $297K | 3,185 | +291 | add |
| 472 | Bryn Mawr Trust Advisors, LLC | $296K | 3,170 | +3,170 | new |
| 473 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $294K | 3,150 | 0 | no change |
| 474 | WRIGHT INVESTORS SERVICE INC | $293K | 3,139 | −39 | trim |
| 475 | JOURNEY STRATEGIC WEALTH LLC | $293K | 3,137 | +3,137 | new |
| 476 | NORDEN GROUP LLC | $290K | 3,112 | +3,112 | new |
| 477 | Summit Financial Wealth Advisors, LLC | $288K | 3,087 | +384 | add |
| 478 | Sharp Wealth Advisory, LLC | $284K | 3,044 | +3,044 | new |
| 479 | Pinnacle Wealth Planning Services, Inc. | $284K | 3,040 | +466 | add |
| 480 | Jefferies Financial Group Inc. | $280K | 3,000 | +3,000 | new |
| 481 | DODGE & COX | $280K | 3,000 | 0 | no change |
| 482 | PRELUDE CAPITAL MANAGEMENT, LLC | $280K | 3,000 | +3,000 | new |
| 483 | MATHER GROUP, LLC. | $276K | 2,959 | −101 | trim |
| 484 | Quintet Private Bank (Europe) S.A. | $275K | 2,950 | +650 | add |
| 485 | Genus Capital Management Inc. | $275K | 2,949 | +2,949 | new |
| 486 | Abundance Wealth Counselors | $273K | 2,929 | +73 | add |
| 487 | one8zero8, LLC | $271K | 2,900 | −3,300 | trim |
| 488 | PERSONAL CFO SOLUTIONS, LLC | $270K | 2,820 | +2,820 | new |
| 489 | Samara Investment Management, LLC | $270K | 2,894 | — | no prior |
| 490 | Asset Allocation Strategies LLC | $270K | 2,893 | −57 | trim |
| 491 | Clearwave Capital, LLC | $269K | 2,883 | 0 | no change |
| 492 | Savvy Advisors, Inc. | $269K | 2,879 | +2,879 | new |
| 493 | Everest Financial Group LLC | $267K | 2,865 | — | no prior |
| 494 | Gateway Wealth Partners, LLC | $266K | 2,855 | +2,855 | new |
| 495 | Wedmont Private Capital | $264K | 2,680 | −1,100 | trim |
| 496 | Thrive Wealth Management, LLC | $258K | 2,769 | −756 | trim |
| 497 | Keudell/Morrison Wealth Management | $257K | 2,750 | +2,750 | new |
| 498 | Aspire Capital Advisors LLC | $254K | 2,718 | +2,718 | new |
| 499 | Quilter Plc | $253K | 2,709 | +2,709 | new |
| 500 | Hudock, Inc. | $252K | 2,703 | +203 | add |