| 1 | DODGE & COX | $1.4B | 29,504,632 | −26,987,967 | trim |
| 2 | MORGAN STANLEY | $603M | 12,511,867 | +3,409,671 | add |
| 3 | BANK OF AMERICA CORP /DE/ | $457M | 9,484,350 | +940,342 | add |
| 4 | FRANKLIN RESOURCES INC | $345M | 7,165,193 | +2,065,096 | add |
| 5 | Invesco Ltd. | $319M | 6,621,539 | +510,665 | add |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $284M | 5,887,466 | +5,887,466 | new |
| 7 | FEDERATED HERMES, INC. | $229M | 4,754,359 | +1,112,052 | add |
| 8 | FMR LLC | $193M | 4,010,161 | +609,969 | add |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $186M | 3,861,894 | +673,287 | add |
| 10 | RAYMOND JAMES FINANCIAL INC | $184M | 3,812,745 | +520,199 | add |
| 11 | BRANDES INVESTMENT PARTNERS, LP | $179M | 3,723,100 | +809,844 | add |
| 12 | Boston Partners | $173M | 3,599,284 | −35,241 | trim |
| 13 | MILLENNIUM MANAGEMENT LLC | $166M | 3,440,654 | +3,303,600 | add |
| 14 | WELLS FARGO & COMPANY/MN | $165M | 3,415,115 | +673,372 | add |
| 15 | BlackRock, Inc. | $153M | 3,183,600 | −2,162,018 | trim |
| 16 | ROYAL BANK OF CANADA | $152M | 3,155,080 | +470,882 | add |
| 17 | EQUITY INVESTMENT CORP | $128M | 2,663,054 | +38,842 | add |
| 18 | Regal Partners Ltd | $123M | 2,545,432 | +633,782 | add |
| 19 | Alyeska Investment Group, L.P. | $111M | 2,306,229 | +2,306,229 | new |
| 20 | NORTHERN TRUST CORP | $110M | 2,277,939 | +52,260 | add |
| 21 | Connor, Clark & Lunn Investment Management Ltd. | $107M | 2,223,301 | +1,199,675 | add |
| 22 | LPL Financial LLC | $106M | 2,206,237 | +394,119 | add |
| 23 | AMERICAN CENTURY COMPANIES INC | $103M | 2,148,014 | +9,860 | add |
| 24 | DAVENPORT & Co LLC | $100M | 2,094,962 | +52,621 | add |
| 25 | Nuveen, LLC | $92.1M | 1,911,226 | +370,227 | add |
| 26 | Capital Research Global Investors | $80.1M | 1,661,837 | +11,819 | add |
| 27 | CITADEL ADVISORS LLC | $71.7M | 1,487,970 | +235,434 | add |
| 28 | Vestal Point Capital, LP | $67.5M | 1,400,000 | +1,400,000 | new |
| 29 | CAUSEWAY CAPITAL MANAGEMENT LLC | $51.3M | 1,064,516 | +558 | add |
| 30 | UBS Group AG | $47.4M | 983,846 | −238,157 | trim |
| 31 | BALYASNY ASSET MANAGEMENT L.P. | $40.2M | 833,780 | +833,780 | new |
| 32 | STIFEL FINANCIAL CORP | $37.7M | 783,348 | +149,468 | add |
| 33 | FIRST TRUST ADVISORS LP | $37.0M | 767,835 | +17,880 | add |
| 34 | Newport Trust Company, LLC | $35.6M | 737,978 | −34,221 | trim |
| 35 | TODD ASSET MANAGEMENT LLC | $32.9M | 683,482 | −5,745 | trim |
| 36 | Pictet Asset Management Holding SA | $31.7M | 678,092 | +54,081 | add |
| 37 | Janus Henderson Group Ltd. | $30.9M | 642,277 | −70,334 | trim |
| 38 | TRUIST FINANCIAL CORP | $30.3M | 629,184 | +90,153 | add |
| 39 | BROWN ADVISORY INC | $30.0M | 622,613 | +81,492 | add |
| 40 | SEI INVESTMENTS CO | $28.4M | 588,729 | −27,582 | trim |
| 41 | Rockefeller Capital Management L.P. | $27.1M | 562,921 | +39,753 | add |
| 42 | OLD MISSION CAPITAL LLC | $25.8M | 534,492 | +534,492 | new |
| 43 | ASSETMARK, INC | $24.5M | 509,464 | +65,796 | add |
| 44 | BECKER CAPITAL MANAGEMENT INC | $23.9M | 496,394 | −6,862 | trim |
| 45 | Optiver Holding B.V. | $23.8M | 493,829 | +150,879 | add |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.4M | 464,569 | +445,884 | add |
| 47 | Aberdeen Group plc | $22.1M | 457,921 | −9,320 | trim |
| 48 | Creative Planning | $20.9M | 434,104 | +207,994 | add |
| 49 | M&T BANK CORP | $20.6M | 426,657 | +952 | add |
| 50 | Federation des caisses Desjardins du Quebec | $19.5M | 403,774 | +322,097 | add |
| 51 | GRANDFIELD & DODD, LLC | $18.7M | 387,230 | +5,865 | add |
| 52 | Cetera Investment Advisers | $17.4M | 361,561 | +43,135 | add |
| 53 | Vident Advisory, LLC | $17.0M | 351,952 | +112,374 | add |
| 54 | BANK OF MONTREAL /CAN/ | $15.7M | 325,758 | +64,780 | add |
| 55 | ADAR1 Capital Management, LLC | $15.3M | 316,939 | +253,465 | add |
| 56 | NATIONAL BANK OF CANADA /FI/ | $14.7M | 304,760 | +19,464 | add |
| 57 | ARMISTICE CAPITAL, LLC | $14.5M | 300,000 | −376,000 | trim |
| 58 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.2M | 273,346 | +9,721 | add |
| 59 | MML INVESTORS SERVICES, LLC | $13.1M | 271,501 | −25,859 | trim |
| 60 | Quantinno Capital Management LP | $13.1M | 271,089 | +53,849 | add |
| 61 | SPHERA FUNDS MANAGEMENT LTD. | $13.0M | 269,515 | +30,000 | add |
| 62 | MOORE CAPITAL MANAGEMENT, LP | $12.8M | 265,056 | −10,004 | trim |
| 63 | CITIGROUP INC | $12.5M | 258,597 | +177,799 | add |
| 64 | Callan Family Office, LLC | $11.7M | 243,542 | +35,530 | add |
| 65 | Sio Capital Management, LLC | $11.5M | 239,671 | −732,015 | trim |
| 66 | TD Waterhouse Canada Inc. | $11.5M | 240,771 | +234,801 | add |
| 67 | OPPENHEIMER ASSET MANAGEMENT INC. | $11.4M | 236,508 | +51,487 | add |
| 68 | ProVise Management Group, LLC | $11.3M | 233,577 | +9,155 | add |
| 69 | Pathstone Holdings, LLC | $10.8M | 224,079 | −15,813 | trim |
| 70 | GFS Advisors, LLC | $10.0M | 162,977 | +152,977 | add |
| 71 | Guardian Partners Inc. | $9.9M | 204,086 | +1,026 | add |
| 72 | Beacon Pointe Advisors, LLC | $9.4M | 194,941 | +173,787 | add |
| 73 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $9.2M | 190,498 | +117,468 | add |
| 74 | EASTERLY INVESTMENT PARTNERS LLC | $9.1M | 191,220 | +129,066 | add |
| 75 | Grantham, Mayo, Van Otterloo & Co. LLC | $9.1M | 189,071 | +90,900 | add |
| 76 | OSAIC HOLDINGS, INC. | $8.8M | 181,936 | +16,198 | add |
| 77 | GQG Partners LLC | $7.9M | 164,705 | +43,759 | add |
| 78 | Bleakley Financial Group, LLC | $7.6M | 157,264 | +27,674 | add |
| 79 | Fusion Capital, LLC | $7.3M | 151,507 | +7,183 | add |
| 80 | &PARTNERS | $7.2M | 151,875 | +14,184 | add |
| 81 | Atria Investments, Inc | $7.0M | 146,070 | +13,354 | add |
| 82 | Baird Financial Group, Inc. | $6.8M | 141,110 | +141,110 | new |
| 83 | Cerity Partners LLC | $6.4M | 133,553 | +12,240 | add |
| 84 | Tidal Investments LLC | $6.4M | 136,006 | +122,857 | add |
| 85 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 131,654 | −4,409 | trim |
| 86 | GUARDIAN CAPITAL LP | $6.0M | 125,277 | +4,922 | add |
| 87 | Sanctuary Advisors, LLC | $5.9M | 123,060 | +5,430 | add |
| 88 | QRG CAPITAL MANAGEMENT, INC. | $5.9M | 122,722 | +11,257 | add |
| 89 | DIMENSIONAL FUND ADVISORS LP | $5.9M | 121,790 | −41,835 | trim |
| 90 | Vestmark Advisory Solutions, Inc. | $5.6M | 115,666 | +669 | add |
| 91 | Merit Financial Group, LLC | $5.6M | 115,341 | +21,973 | add |
| 92 | CWM, LLC | $5.5M | 114,116 | −1,405 | trim |
| 93 | Allspring Global Investments Holdings, LLC | $5.4M | 113,283 | −7,602 | trim |
| 94 | HSBC HOLDINGS PLC | $5.2M | 107,689 | −304,145 | trim |
| 95 | Synergy Asset Management, LLC | $5.2M | 107,346 | +107,346 | new |
| 96 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 106,888 | +24,265 | add |
| 97 | SCHRODER INVESTMENT MANAGEMENT GROUP | $4.9M | 104,189 | +20,447 | add |
| 98 | Mariner, LLC | $4.8M | 98,755 | −18,808 | trim |
| 99 | PRIMECAP MANAGEMENT CO/CA/ | $4.7M | 97,168 | 0 | no change |
| 100 | Private Advisor Group, LLC | $4.7M | 97,010 | +10,681 | add |
| 101 | Voleon Capital Management LP | $4.5M | 93,677 | +93,677 | new |
| 102 | RENAISSANCE GROUP LLC | $4.5M | 92,456 | +92,456 | new |
| 103 | CIBC Asset Management Inc | $4.4M | 90,311 | +18,844 | add |
| 104 | NewEdge Wealth, LLC | $4.2M | 87,854 | +9,980 | add |
| 105 | US BANCORP \DE\ | $4.2M | 87,155 | −13,027 | trim |
| 106 | MERCER GLOBAL ADVISORS INC /ADV | $4.1M | 86,017 | −6,532 | trim |
| 107 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.1M | 86,008 | −20,080 | trim |
| 108 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.1M | 84,435 | −29,417 | trim |
| 109 | Baker Ellis Asset Management LLC | $4.0M | 83,067 | −410 | trim |
| 110 | Steward Partners Investment Advisory, LLC | $4.0M | 83,036 | +8,325 | add |
| 111 | Redwood Grove Capital, LLC | $3.9M | 81,557 | −107,284 | trim |
| 112 | EXENCIAL WEALTH ADVISORS, LLC | $3.9M | 81,382 | +8,078 | add |
| 113 | Northwest Bancshares, Inc. | $3.9M | 81,262 | +3,328 | add |
| 114 | NewSquare Capital LLC | $3.9M | 80,709 | −1,803 | trim |
| 115 | Squarepoint Ops LLC | $3.9M | 113,857 | +80,291 | add |
| 116 | American Assets Investment Management, LLC | $3.9M | 80,000 | 0 | no change |
| 117 | Manhattan West Asset Management, LLC | $3.8M | 79,249 | +4,575 | add |
| 118 | Catalyst Capital Advisors LLC | $3.8M | 79,028 | +7,500 | add |
| 119 | AQR CAPITAL MANAGEMENT LLC | $3.8M | 78,929 | +11,201 | add |
| 120 | World Investment Advisors | $3.8M | 78,422 | +4,630 | add |
| 121 | NewEdge Advisors, LLC | $3.7M | 77,501 | +77,501 | new |
| 122 | Corient Private Wealth LLC | $3.1M | 68,331 | −97,306 | trim |
| 123 | FULTON BANK, N.A. | $3.1M | 64,573 | +14,658 | add |
| 124 | HighTower Advisors, LLC | $3.1M | 64,096 | −8,436 | trim |
| 125 | Providence Capital Advisors, LLC | $3.0M | 62,620 | +1,713 | add |
| 126 | Orion Porfolio Solutions, LLC | $3.0M | 61,915 | −31,685 | trim |
| 127 | Ashton Thomas Private Wealth, LLC | $3.0M | 61,316 | +9,569 | add |
| 128 | Waterfront Wealth Inc. | $2.9M | 60,042 | +10,375 | add |
| 129 | Quadrature Capital Ltd | $2.9M | 60,025 | 0 | no change |
| 130 | BENJAMIN EDWARDS INC | $2.8M | 58,109 | +31,528 | add |
| 131 | Vanguard Personalized Indexing Management, LLC | $2.8M | 57,771 | −8,761 | trim |
| 132 | Arjuna Capital | $2.7M | 57,028 | +1,001 | add |
| 133 | Raleigh Capital Management Inc. | $2.7M | 56,770 | +14,212 | add |
| 134 | AMG National Trust Bank | $2.7M | 56,427 | +56,427 | new |
| 135 | 44 WEALTH MANAGEMENT LLC | $2.7M | 55,469 | −9,935 | trim |
| 136 | Aviso Financial Inc. | $2.6M | 54,694 | +6,977 | add |
| 137 | Palouse Capital Management, Inc. | $2.6M | 54,374 | +54,374 | new |
| 138 | CGN Advisors LLC | $2.6M | 54,331 | +3,190 | add |
| 139 | Vise Technologies, Inc. | $2.6M | 53,313 | 0 | no change |
| 140 | Envestnet Portfolio Solutions, Inc. | $2.6M | 53,075 | −26,497 | trim |
| 141 | Focus Partners Wealth | $2.5M | 52,105 | −7,754 | trim |
| 142 | Harvest Portfolios Group Inc. | $2.5M | 50,900 | +50,900 | new |
| 143 | EagleClaw Capital Managment, LLC | $2.4M | 50,835 | −550 | trim |
| 144 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 49,675 | +49,675 | new |
| 145 | Blume Capital Management, Inc. | $2.3M | 48,531 | +22,765 | add |
| 146 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.2M | 46,620 | −2,165 | trim |
| 147 | Verdence Capital Advisors LLC | $2.2M | 45,759 | +12,275 | add |
| 148 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.2M | 45,423 | +3,900 | add |
| 149 | Crossmark Global Holdings, Inc. | $2.1M | 44,249 | — | no prior |
| 150 | BLAIR WILLIAM & CO/IL | $2.1M | 43,593 | +39,212 | add |
| 151 | BTC Capital Management, Inc. | $2.0M | 42,391 | +10,106 | add |
| 152 | WEALTH ALLIANCE, LLC | $2.0M | 42,032 | +8,118 | add |
| 153 | MGO ONE SEVEN LLC | $2.0M | 41,547 | −685 | trim |
| 154 | DEUTSCHE BANK AG\ | $1.9M | 40,269 | −63 | trim |
| 155 | HF Advisory Group, LLC | $1.9M | 40,131 | +6,984 | add |
| 156 | PRINCIPAL SECURITIES, INC. | $1.9M | 39,152 | +2,612 | add |
| 157 | Glass Wealth Management Co LLC | $1.9M | 38,875 | +2,775 | add |
| 158 | Leo Wealth, LLC | $1.8M | 38,079 | +5,535 | add |
| 159 | Cascade Investment Advisors, Inc. | $1.8M | 37,773 | +685 | add |
| 160 | Great Lakes Retirement, Inc. | $1.8M | 37,628 | +2,830 | add |
| 161 | GeoWealth Management, LLC | $1.8M | 36,989 | +4,885 | add |
| 162 | Sequoia Financial Advisors, LLC | $1.8M | 36,712 | +11,505 | add |
| 163 | ELEVATION POINT WEALTH PARTNERS, LLC | $1.7M | 35,679 | +29,900 | add |
| 164 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.7M | 35,464 | −10,172 | trim |
| 165 | denkapparat Operations GmbH | $1.7M | 34,572 | +34,572 | new |
| 166 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $1.6M | 33,497 | +2,445 | add |
| 167 | Stablepoint Partners, LLC | $1.6M | 33,412 | +4,169 | add |
| 168 | Laird Norton Wetherby Trust Company, LLC | $1.6M | 33,303 | −6,549 | trim |
| 169 | Advisors Asset Management, Inc. | $1.6M | 32,608 | +1,862 | add |
| 170 | Aaron Wealth Advisors LLC | $1.6M | 32,491 | +6,647 | add |
| 171 | CHOREO, LLC | $1.6M | 32,396 | −7,767 | trim |
| 172 | Equitable Holdings, Inc. | $1.5M | 31,823 | −1,160 | trim |
| 173 | Banco Santander, S.A. | $1.5M | 31,879 | +1,299 | add |
| 174 | AE Wealth Management LLC | $1.5M | 30,538 | +5,591 | add |
| 175 | QUADRANT CAPITAL GROUP LLC | $1.5M | 30,513 | +2,627 | add |
| 176 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.5M | 30,508 | +24,092 | add |
| 177 | BAILARD, INC. | $1.4M | 28,791 | +1,849 | add |
| 178 | STEPHENS INC /AR/ | $1.4M | 28,329 | +2,539 | add |
| 179 | INTRUST BANK NA | $1.3M | 27,620 | −1,195 | trim |
| 180 | BOOTHBAY FUND MANAGEMENT, LLC | $1.3M | 27,132 | +27,132 | new |
| 181 | EVOLVE PRIVATE WEALTH, LLC | $1.3M | 26,933 | +5,075 | add |
| 182 | RITHOLTZ WEALTH MANAGEMENT | $1.3M | 26,260 | −1,438 | trim |
| 183 | R Squared Ltd | $1.3M | 26,030 | +17,050 | add |
| 184 | FOURPATH CAPITAL MANAGEMENT, LLC | $1.3M | 25,962 | +6,149 | add |
| 185 | SIGNATUREFD, LLC | $1.2M | 25,804 | −8,396 | trim |
| 186 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $1.2M | 25,580 | −698 | trim |
| 187 | MAVERICK CAPITAL LTD | $1.2M | 24,581 | +24,581 | new |
| 188 | STATE STREET CORP | $1.2M | 24,276 | 0 | no change |
| 189 | Snowden Capital Advisors LLC | $1.2M | 24,160 | +4,927 | add |
| 190 | Probity Advisors, Inc. | $1.1M | 23,679 | +1,155 | add |
| 191 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.1M | 23,516 | −33,713 | trim |
| 192 | Cinctive Capital Management LP | $1.1M | 22,936 | +22,936 | new |
| 193 | FIFTH THIRD BANCORP | $1.1M | 22,916 | +432 | add |
| 194 | Concurrent Investment Advisors, LLC | $1.1M | 22,310 | +1,902 | add |
| 195 | GC Wealth Management RIA, LLC | $1.1M | 22,144 | +4,305 | add |
| 196 | Keystone Financial Planning, Inc. | $1.1M | 22,016 | 0 | no change |
| 197 | IEQ CAPITAL, LLC | $1.0M | 21,628 | −1,969 | trim |
| 198 | REGATTA CAPITAL GROUP, LLC | $988K | 20,516 | +1,703 | add |
| 199 | D.A. DAVIDSON & CO. | $980K | 20,337 | +8,847 | add |
| 200 | HB Wealth Management, LLC | $975K | 20,240 | −6,375 | trim |
| 201 | Voya Financial Advisors, Inc. | $972K | 20,775 | −566 | trim |
| 202 | Smartleaf Asset Management LLC | $968K | 20,715 | −1,872 | trim |
| 203 | CRUX WEALTH ADVISORS | $925K | 19,194 | +303 | add |
| 204 | PZENA INVESTMENT MANAGEMENT LLC | $920K | 19,088 | +7,339 | add |
| 205 | Caprock Group, LLC | $909K | 18,862 | −16,034 | trim |
| 206 | EPG Wealth Management LLC | $903K | 18,745 | +101 | add |
| 207 | Kestra Advisory Services, LLC | $903K | 18,732 | −8,071 | trim |
| 208 | Summit Trail Advisors, LLC | $871K | 18,072 | +18,072 | new |
| 209 | Strategic Global Advisors, LLC | $861K | 17,868 | +10,631 | add |
| 210 | Meriwether Wealth & Planning, LLC | $837K | 17,376 | +1,293 | add |
| 211 | DRW Securities, LLC | $834K | 17,301 | +10,301 | add |
| 212 | KESTRA PRIVATE WEALTH SERVICES, LLC | $824K | 17,101 | −1,348 | trim |
| 213 | Investors Research Corp | $819K | 16,993 | +16,725 | add |
| 214 | Gibbs Wealth Management | $781K | 16,217 | +16,217 | new |
| 215 | Regal Investment Advisors LLC | $769K | 15,971 | +3,900 | add |
| 216 | Keystone Financial Services | $764K | 15,866 | +1,227 | add |
| 217 | Dorsey & Whitney Trust CO LLC | $724K | 15,021 | −3,391 | trim |
| 218 | Beverly Hills Private Wealth, LLC | $717K | 14,891 | +8,051 | add |
| 219 | PROFUND ADVISORS LLC | $712K | 14,779 | −2,300 | trim |
| 220 | NLB Skladi, upravljanje premozenja, d.o.o. | $710K | 14,740 | 0 | no change |
| 221 | Transamerica Financial Advisors, LLC | $709K | 14,711 | +5,245 | add |
| 222 | Apollon Wealth Management, LLC | $699K | 14,503 | +4,458 | add |
| 223 | Storgate, LLC | $698K | 14,488 | +322 | add |
| 224 | AlphaCentric Advisors LLC | $693K | 14,382 | +788 | add |
| 225 | Abel Hall, LLC | $692K | 14,365 | +6,688 | add |
| 226 | Athena Wealth Management, LLC | $680K | 14,111 | — | no prior |
| 227 | Keudell/Morrison Wealth Management | $679K | 14,103 | +1,795 | add |
| 228 | Clearstead Advisors, LLC | $677K | 14,055 | +101 | add |
| 229 | MAI Capital Management | $670K | 13,904 | +5,113 | add |
| 230 | Mezzasalma Advisors, LLC | $656K | 13,616 | +1,230 | add |
| 231 | Code Waechter LLC | $650K | 13,489 | −937 | trim |
| 232 | Cooper Financial Group | $644K | 13,360 | +2,432 | add |
| 233 | Ausdal Financial Partners, Inc. | $642K | 13,328 | +13,328 | new |
| 234 | BKM Wealth Management, LLC | $641K | 13,310 | +2,700 | add |
| 235 | Compound Planning, Inc. | $641K | 13,299 | −3,381 | trim |
| 236 | Lantz Financial LLC | $635K | 13,190 | +2,886 | add |
| 237 | Avantra Family Wealth, Inc. | $630K | 13,066 | −224 | trim |
| 238 | Stratos Wealth Partners, LTD. | $624K | 12,958 | +1,423 | add |
| 239 | Ballentine Partners, LLC | $603K | 12,509 | −343 | trim |
| 240 | American State Bank (Iowa) | $599K | 12,434 | — | no prior |
| 241 | OLD NATIONAL BANCORP /IN/ | $598K | 12,406 | +1,369 | add |
| 242 | Jefferies Financial Group Inc. | $596K | 12,363 | +2,604 | add |
| 243 | Focus Partners Advisor Solutions, LLC | $594K | 12,325 | +442 | add |
| 244 | Legacy Capital Wealth Partners, LLC | $592K | 12,289 | −65 | trim |
| 245 | TWIN CITY PRIVATE WEALTH, LLC | $587K | 12,189 | +30 | add |
| 246 | Leisure Capital Management | $587K | 12,179 | −3,071 | trim |
| 247 | B. Riley Wealth Advisors, Inc. | $579K | 12,392 | −1,504 | trim |
| 248 | Colonial River Investments, LLC | $561K | 11,652 | +712 | add |
| 249 | Cerro Pacific Wealth Advisors LLC | $559K | 11,599 | −192 | trim |
| 250 | PARSONS CAPITAL MANAGEMENT INC/RI | $556K | 11,541 | −1,124 | trim |
| 251 | Hudson Portfolio Management LLC | $541K | 11,225 | 0 | no change |
| 252 | COURIER CAPITAL LLC | $539K | 11,178 | −476 | trim |
| 253 | JOHNSON INVESTMENT COUNSEL INC | $535K | 11,106 | −726 | trim |
| 254 | First City Capital Management, Inc. | $531K | 11,020 | −300 | trim |
| 255 | ProShare Advisors LLC | $528K | 10,949 | −739 | trim |
| 256 | Amundi | $525K | 10,890 | +10,890 | new |
| 257 | Manske Wealth Management | $521K | 10,812 | +192 | add |
| 258 | LAZARD ASSET MANAGEMENT LLC | $520K | 10,783 | −4,286 | trim |
| 259 | Waverly Advisors, LLC | $513K | 10,640 | −2,025 | trim |
| 260 | OPPENHEIMER & CO INC | $511K | 10,611 | +54 | add |
| 261 | Checchi Capital Advisers, LLC | $505K | 10,488 | −479 | trim |
| 262 | Evelyn Partners Asset Management Ltd | $502K | 10,414 | +1,005 | add |
| 263 | NAPLES GLOBAL ADVISORS, LLC | $499K | 10,348 | −809 | trim |
| 264 | Moors & Cabot, Inc. | $497K | 10,313 | +2,146 | add |
| 265 | ADVISORTRUST PARTNERS, LLC | $488K | 10,123 | +1,105 | add |
| 266 | SEARLE & CO. | $482K | 10,000 | 0 | no change |
| 267 | PING CAPITAL MANAGEMENT, INC. | $482K | 10,000 | +4,000 | add |
| 268 | Arax Advisory Partners | $480K | 10,259 | −11,317 | trim |
| 269 | Persistent Asset Partners Ltd | $479K | 9,946 | +2,501 | add |
| 270 | Qtron Investments LLC | $479K | 9,942 | −3,221 | trim |
| 271 | GREAT VALLEY ADVISOR GROUP, INC. | $477K | 9,895 | −3,755 | trim |
| 272 | Sivia Capital Partners, LLC | $468K | 9,716 | +2,074 | add |
| 273 | PINNACLE ASSOCIATES LTD | $467K | 9,683 | +355 | add |
| 274 | Sowell Financial Services LLC | $463K | 9,602 | +1,122 | add |
| 275 | PERSONAL CFO SOLUTIONS, LLC | $461K | 9,568 | +1,796 | add |
| 276 | Cohen Investment Advisors LLC | $457K | 9,480 | +263 | add |
| 277 | Hilltop National Bank | $456K | 9,472 | −3,407 | trim |
| 278 | Raab & Moskowitz Asset Management LLC | $448K | 9,307 | +125 | add |
| 279 | Wealth Enhancement Trust Services, Inc. | $441K | 9,143 | +9,143 | new |
| 280 | SIH Partners, LLLP | $434K | 9,012 | +4,512 | add |
| 281 | Central Pacific Bank - Trust Division | $434K | 9,000 | −8,350 | trim |
| 282 | Allworth Financial LP | $433K | 8,990 | +181 | add |
| 283 | PCM Encore, LLC | $430K | 8,935 | +236 | add |
| 284 | Empowered Funds, LLC | $427K | 8,858 | +3,056 | add |
| 285 | Paragon Private Wealth Management, LLC | $424K | 8,802 | +3,955 | add |
| 286 | TI-TRUST, INC | $421K | 8,733 | 0 | no change |
| 287 | Tranquilli Financial Advisor LLC | $420K | 8,726 | −30 | trim |
| 288 | CHIRON CAPITAL MANAGEMENT, LLC | $414K | 8,602 | — | no prior |
| 289 | Stokes Family Office, LLC | $410K | 8,504 | −1,357 | trim |
| 290 | ATLANTIC FAMILY WEALTH, LLC | $405K | 8,402 | +2,111 | add |
| 291 | Navigation Group, LLC | $401K | 8,315 | — | no prior |
| 292 | REGIONS FINANCIAL CORP | $396K | 8,222 | −1,005 | trim |
| 293 | SAGE RHINO CAPITAL LLC | $395K | 8,190 | −4 | trim |
| 294 | Gateway Wealth Partners, LLC | $393K | 8,163 | +8,163 | new |
| 295 | HM PAYSON & CO | $393K | 8,148 | +900 | add |
| 296 | Forza Wealth Management, LLC | $392K | 8,145 | 0 | no change |
| 297 | BSW Wealth Partners | $392K | 8,133 | +2,466 | add |
| 298 | Cordgrass Capital Advisors, LLC | $391K | 8,123 | 0 | no change |
| 299 | GENESIS PRIVATE WEALTH, LLC | $388K | 8,056 | +1,732 | add |
| 300 | Pekin Hardy Strauss, Inc. | $382K | 7,937 | −1,750 | trim |
| 301 | Blue Trust, Inc. | $382K | 7,926 | −2,251 | trim |
| 302 | Aspen Grove Capital, LLC | $372K | 7,725 | +87 | add |
| 303 | J.W. COLE ADVISORS, INC. | $367K | 7,616 | −296 | trim |
| 304 | Arista Wealth Management, LLC | $362K | 7,520 | 0 | no change |
| 305 | AssuredPartners Investment Advisors, LLC | $361K | 7,591 | −68 | trim |
| 306 | SPWM Advisors LLC | $357K | 8,331 | +212 | add |
| 307 | Gallacher Capital Management LLC | $349K | 7,253 | −2,296 | trim |
| 308 | Wynn Capital, LLC | $348K | 7,216 | +5 | add |
| 309 | Revisor Wealth Management LLC | $348K | 7,213 | +142 | add |
| 310 | Cherokee Insurance Co | $348K | 7,213 | 0 | no change |
| 311 | Greenfield Seitz Capital Management, LLC | $347K | 7,195 | −525 | trim |
| 312 | Prospera Financial Services Inc | $343K | 7,122 | −6,563 | trim |
| 313 | Independent Advisor Alliance | $343K | 7,110 | −1,340 | trim |
| 314 | Composition Wealth, LLC | $342K | 7,099 | +7,099 | new |
| 315 | LEVEL FOUR ADVISORY SERVICES, LLC | $340K | 7,062 | +7,062 | new |
| 316 | NEW WAVE WEALTH ADVISORS LLC | $337K | 7,003 | +692 | add |
| 317 | GUGGENHEIM CAPITAL LLC | $337K | 7,000 | +154 | add |
| 318 | Sunpointe, LLC | $337K | 6,995 | +1,649 | add |
| 319 | LAUREL OAK WEALTH MANAGEMENT, LLC | $336K | 6,982 | −683 | trim |
| 320 | MISSION WEALTH MANAGEMENT, LP | $333K | 6,909 | −354 | trim |
| 321 | Phillips Wealth Planners LLC | $331K | 7,787 | +7,787 | new |
| 322 | COLDSTREAM CAPITAL MANAGEMENT INC | $329K | 6,821 | −3,310 | trim |
| 323 | DIVERSIFY WEALTH MANAGEMENT, LLC | $329K | 7,137 | +7,137 | new |
| 324 | Bulltick Wealth Management, LLC | $328K | 6,818 | +6,818 | new |
| 325 | EAGLE ROCK INVESTMENT COMPANY, LLC | $328K | 6,800 | 0 | no change |
| 326 | Cetera Trust Company, N.A | $327K | 6,790 | 0 | no change |
| 327 | J.M. Arbour, LLC | $323K | 6,714 | +1,232 | add |
| 328 | Clearbridge Investments, LLC | $322K | 6,689 | −55,383 | trim |
| 329 | Pinnacle Wealth Planning Services, Inc. | $322K | 6,673 | −4,181 | trim |
| 330 | IFS Group,LLC | $322K | 6,673 | — | no prior |
| 331 | Savant Capital, LLC | $319K | 6,631 | −1,992 | trim |
| 332 | Ascentis Independent Advisors | $316K | 6,565 | +878 | add |
| 333 | PDS Planning, Inc | $316K | 6,557 | −22 | trim |
| 334 | Y-Intercept (Hong Kong) Ltd | $313K | 6,492 | −67,064 | trim |
| 335 | E&G Advisors, LLC | $308K | 6,398 | 0 | no change |
| 336 | Rehmann Capital Advisory Group | $307K | 6,381 | −7,659 | trim |
| 337 | Kingsview Wealth Management, LLC | $306K | 6,357 | +71 | add |
| 338 | FIDUCIARY FINANCIAL GROUP, LLC | $303K | 6,279 | −14 | trim |
| 339 | Advyzon Investment Management, LLC | $299K | 6,197 | +6,197 | new |
| 340 | INSIGNEO ADVISORY SERVICES, LLC | $297K | 6,157 | +6,157 | new |
| 341 | First Affirmative Financial Network | $297K | 6,156 | — | no prior |
| 342 | Trek Financial, LLC | $290K | 6,027 | +1,627 | add |
| 343 | BINGHAM PRIVATE WEALTH, LLC | $286K | 5,941 | +5,941 | new |
| 344 | Perigon Wealth Management, LLC | $282K | 5,860 | −312 | trim |
| 345 | CENTRAL TRUST Co | $282K | 5,848 | +412 | add |
| 346 | Patten Group, Inc. | $279K | 5,796 | −27 | trim |
| 347 | OneDigital Investment Advisors LLC | $278K | 5,780 | −72 | trim |
| 348 | Avidian Wealth Enterprises, LLC | $278K | 5,775 | −146 | trim |
| 349 | Whetstone Capital Advisors, LLC | $278K | 5,774 | +1,020 | add |
| 350 | Modern Wealth Management, LLC | $271K | 5,672 | +5,672 | new |
| 351 | OpenArc Corporate Advisory, LLC | $269K | 5,592 | +5,592 | new |
| 352 | U.S. Capital Wealth Advisors, LLC | $268K | 5,554 | −513 | trim |
| 353 | HBK Sorce Advisory LLC | $267K | 6,174 | +1,486 | add |
| 354 | FLC Capital Advisors | $267K | 5,543 | 0 | no change |
| 355 | FOCUSED ALPHA, LLC | $264K | 5,489 | +1,198 | add |
| 356 | Bridgewater Advisors Inc. | $264K | 6,228 | +1,592 | add |
| 357 | Interchange Capital Partners, LLC | $262K | 4,732 | +4,732 | new |
| 358 | Prosperity Consulting Group, LLC | $261K | 5,415 | −23,607 | trim |
| 359 | Kathmere Capital Management, LLC | $253K | 5,250 | +318 | add |
| 360 | Frec Markets, Inc. | $252K | 5,222 | +5,222 | new |
| 361 | SeaCrest Wealth Management, LLC | $249K | 5,167 | −555 | trim |
| 362 | SummitTX Capital, L.P. | $248K | 5,157 | +5,157 | new |
| 363 | Portside Wealth Group, LLC | $248K | 5,152 | +5,152 | new |
| 364 | Diversify Advisory Services, LLC | $247K | 5,359 | +5,359 | new |
| 365 | Grove Bank & Trust | $242K | 5,030 | −140 | trim |
| 366 | Epoch Investment Partners, Inc. | $241K | 4,996 | +4,996 | new |
| 367 | Kestra Investment Management, LLC | $241K | 4,993 | +4,993 | new |
| 368 | Beacon Bank & Trust | $240K | 4,987 | −318 | trim |
| 369 | EP Wealth Advisors, LLC | $238K | 4,938 | −6,392 | trim |
| 370 | Cresset Asset Management, LLC | $236K | 4,896 | +4,896 | new |
| 371 | Focus Financial Network, Inc. | $234K | 4,856 | +4,856 | new |
| 372 | SAGESPRING WEALTH PARTNERS, LLC | $232K | 4,811 | +4,811 | new |
| 373 | Leonard Rickey Investment Advisors P.L.L.C. | $229K | 4,760 | −385 | trim |
| 374 | Essex Financial Services, Inc. | $228K | 4,739 | −552 | trim |
| 375 | INDEPENDENT FINANCIAL GROUP, LLC | $227K | 4,714 | — | no prior |
| 376 | Lido Advisors, LLC | $227K | 4,713 | −488 | trim |
| 377 | Nolet Wealth Management, LLC | $226K | 4,690 | +4,690 | new |
| 378 | Jacobi Capital Management LLC | $226K | 4,685 | −197 | trim |
| 379 | Harrington Investments, INC | $224K | 4,657 | 0 | no change |
| 380 | Bond & Devick Financial Network, Inc. | $224K | 4,654 | +4,654 | new |
| 381 | Avior Wealth Management, LLC | $223K | 4,638 | +353 | add |
| 382 | Opal Wealth Advisors, LLC | $223K | 4,619 | +188 | add |
| 383 | Hennion & Walsh Asset Management, Inc. | $221K | 4,590 | +440 | add |
| 384 | West Family Investments, Inc. | $220K | 4,557 | −2,217 | trim |
| 385 | XPONANCE LLC | $219K | 4,550 | +4,550 | new |
| 386 | Kendall Capital Management | $219K | 4,540 | 0 | no change |
| 387 | COMMERCE BANK | $217K | 4,512 | −1,539 | trim |
| 388 | Brookstone Capital Management | $217K | 4,508 | +4,508 | new |
| 389 | Capital Investment Advisory Services, LLC | $216K | 4,490 | +4,490 | new |
| 390 | Larry Mathis Financial Planning, LLC | $216K | 4,486 | +4,486 | new |
| 391 | 180 WEALTH ADVISORS, LLC | $215K | 4,460 | −709 | trim |
| 392 | Symphony Financial, Ltd. Co. | $214K | 4,505 | +4,505 | new |
| 393 | Net Worth Advisory Group | $214K | 4,445 | −50 | trim |
| 394 | Walleye Capital LLC | $213K | 4,418 | +4,417 | add |
| 395 | Bank OZK | $210K | 4,369 | +80 | add |
| 396 | Intrua Financial, LLC | $209K | 4,333 | +4,333 | new |
| 397 | Ritter Daniher Financial Advisory LLC / DE | $208K | 4,326 | −94 | trim |
| 398 | Resonant Capital Advisors, LLC | $207K | 4,289 | +4,289 | new |
| 399 | PATTEN & PATTEN INC/TN | $204K | 4,232 | 0 | no change |
| 400 | Maia Wealth LLC | $203K | 4,208 | −81 | trim |
| 401 | CVA Family Office, LLC | $202K | 4,200 | 0 | no change |
| 402 | MONECO ADVISORS, LLC | $201K | 4,162 | +4,162 | new |
| 403 | Cromwell Holdings LLC | $189K | 3,914 | −987 | trim |
| 404 | Mirae Asset Global Investments Co., Ltd. | $177K | 3,676 | −26,074 | trim |
| 405 | Parkside Financial Bank & Trust | $128K | 2,664 | −651 | trim |
| 406 | Caldwell Trust Co | $128K | 2,649 | −141 | trim |
| 407 | JNBA Financial Advisors | $112K | 2,323 | 0 | no change |
| 408 | Quintet Private Bank (Europe) S.A. | $98.8K | 2,050 | +200 | add |
| 409 | SITTNER & NELSON, LLC | $96.4K | 2,000 | 0 | no change |
| 410 | CHELSEA COUNSEL CO | $88.9K | 1,845 | −65 | trim |
| 411 | PICTON MAHONEY ASSET MANAGEMENT | $78.2K | 170,000 | +170,000 | new |
| 412 | Manchester Capital Management LLC | $77.4K | 1,607 | +364 | add |
| 413 | Truvestments Capital LLC | $70.4K | 1,461 | +59 | add |
| 414 | Costello Asset Management, INC | $67.5K | 1,400 | 0 | no change |
| 415 | Wilmington Savings Fund Society, FSB | $66.3K | 1,377 | +867 | add |
| 416 | MATHER GROUP, LLC. | $59.1K | 1,227 | +1,227 | new |
| 417 | Owl Creek Wealth Partners LLC | $54.8K | 1,137 | — | no prior |
| 418 | Addison Advisors LLC | $51.0K | 1,059 | −114 | trim |
| 419 | WealthCollab, LLC | $50.7K | 1,053 | −274 | trim |
| 420 | Meramec Financial Planners, LLC | $49.2K | 1,025 | 0 | no change |
| 421 | WEBSTER BANK, N. A. | $48.2K | 1,000 | 0 | no change |
| 422 | MONTAG A & ASSOCIATES INC | $43.3K | 898 | +493 | add |
| 423 | NATIXIS ADVISORS, LLC | $41.8K | 866,773 | −2,368,138 | trim |
| 424 | Prestige Wealth Management Group LLC | $41.0K | 850 | 0 | no change |
| 425 | FINANCIAL CONSULATE, INC | $40.0K | 831 | +233 | add |
| 426 | Larson Financial Group LLC | $38.6K | 800 | −10 | trim |
| 427 | UMB Bank, n.a. | $36.2K | 752 | −28 | trim |
| 428 | CDKV HOLDINGS LLC | $36.1K | 750 | 0 | no change |
| 429 | Destiny Wealth Partners, LLC | $33.1K | 688 | +688 | new |
| 430 | Medallion Wealth Advisors, LLC | $31.6K | 655 | — | no prior |
| 431 | DELTA ASSET MANAGEMENT LLC/TN | $31.3K | 650 | 0 | no change |
| 432 | Global Trust Asset Management, LLC | $31.1K | 645 | 0 | no change |
| 433 | Richard W. Paul & Associates, LLC | $30.6K | 636 | +151 | add |
| 434 | Measured Wealth Private Client Group, LLC | $29.4K | 610 | 0 | no change |
| 435 | Leonteq Securities AG | $29.2K | 607 | +297 | add |
| 436 | Physician Wealth Advisors, Inc. | $28.4K | 589 | +379 | add |
| 437 | Frazier Financial Advisors, LLC | $26.5K | 551 | −27 | trim |
| 438 | Pingora Partners LLC | $24.8K | 515 | 0 | no change |
| 439 | Atlantic Union Bankshares Corp | $23.8K | 495 | 0 | no change |
| 440 | Wellington Grp LLC | $23.4K | 486 | — | no prior |
| 441 | Purpose Unlimited Inc. | $22.6K | 470 | −268 | trim |
| 442 | Hamrick Investment Counsel, llc | $21.7K | 450 | — | no prior |
| 443 | EDMOND DE ROTHSCHILD HOLDING S.A. | $19.3K | 400 | 0 | no change |
| 444 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $19.3K | 400 | +400 | new |
| 445 | SALEM INVESTMENT COUNSELORS INC | $18.2K | 377 | +377 | new |
| 446 | Bell Investment Advisors, Inc | $17.6K | 366 | +145 | add |
| 447 | E Fund Management (Hong Kong) Co., Ltd. | $15.6K | 323 | +323 | new |
| 448 | Kilter Group LLC | $14.7K | 305 | +212 | add |
| 449 | EASTERN BANK | $14.5K | 300 | 0 | no change |
| 450 | DiNuzzo Private Wealth, Inc. | $14.4K | 299 | 0 | no change |
| 451 | Key FInancial Inc | $14.3K | 296 | +147 | add |
| 452 | True Wealth Design, LLC | $13.0K | 270 | +31 | add |
| 453 | Evelyn Partners Investment Management Services Ltd | $12.2K | 254 | −44 | trim |
| 454 | WPG Advisers, LLC | $11.6K | 240 | −2 | trim |
| 455 | Annis Gardner Whiting Capital Advisors, LLC | $9.4K | 196 | −500 | trim |
| 456 | Signature Equity Partners, LLC | $8.2K | 171 | +171 | new |
| 457 | Retirement Wealth Solutions LLC | $8.1K | 169 | +8 | add |
| 458 | TD Capital Management LLC | $7.7K | 159 | 0 | no change |
| 459 | Atlantic Edge Private Wealth Management, LLC | $7.2K | 149 | 0 | no change |
| 460 | SHP Wealth Management | $6.7K | 139 | +10 | add |
| 461 | American Capital Advisory, LLC | $6.1K | 127 | −12,623 | trim |
| 462 | SJS Investment Consulting Inc. | $5.9K | 123 | −112 | trim |
| 463 | EFG International AG | $5.5K | 115 | +115 | new |
| 464 | EVOLUTION WEALTH MANAGEMENT INC. | $5.3K | 110 | 0 | no change |
| 465 | Triumph Capital Management | $5.1K | 106 | +12 | add |
| 466 | MCF Advisors LLC | $4.9K | 101 | — | no prior |
| 467 | Financial Freedom, LLC | $4.9K | 101 | +101 | new |
| 468 | Pflug Koory, LLC | $4.8K | 100 | 0 | no change |
| 469 | Financial Perspectives, Inc | $4.8K | 100 | 0 | no change |
| 470 | Vermillion Wealth Management, Inc. | $4.6K | 96 | 0 | no change |
| 471 | Cassaday & Co Wealth Management LLC | $4.2K | 88 | +88 | new |
| 472 | NFSG Corp | $4.1K | 86 | 0 | no change |
| 473 | Harbor Asset Planning, Inc. | $4.1K | 86 | 0 | no change |
| 474 | Key Capital Management, INC | $4.0K | 82 | +82 | new |
| 475 | Wealth Science Advisors LLC | $3.9K | 80 | +80 | new |
| 476 | 1 NORTH WEALTH SERVICES LLC | $3.9K | 80 | 0 | no change |
| 477 | HOEY INVESTMENTS, INC | $3.5K | 72 | 0 | no change |
| 478 | Dogwood Wealth Management LLC | $3.1K | 64 | +64 | new |
| 479 | MV CAPITAL MANAGEMENT, INC. | $3.0K | 63 | +42 | add |
| 480 | BROWN, LISLE/CUMMINGS, INC. | $2.7K | 55 | +31 | add |
| 481 | PARK AVENUE SECURITIES LLC | $2.4K | 50,365 | −3,621 | trim |
| 482 | CALDWELL SUTTER CAPITAL, INC. | $2.4K | 50 | 0 | no change |
| 483 | TFC Financial Management, Inc. | $2.4K | 50 | +50 | new |
| 484 | HRT FINANCIAL LP | $2.3K | 48,305 | +48,305 | new |
| 485 | Stone House Investment Management, LLC | $2.2K | 45 | +45 | new |
| 486 | JFS WEALTH ADVISORS, LLC | $1.9K | 39 | −280 | trim |
| 487 | MidFirst Bank | $1.9K | 39 | +39 | new |
| 488 | JPL Wealth Management, LLC | $1.7K | 36 | +36 | new |
| 489 | Crewe Advisors LLC | $1.6K | 34 | 0 | no change |
| 490 | Intentional Wealth Strategies, LLC | $1.6K | 34 | — | no prior |
| 491 | Godfrey Financial Associates, Inc. | $1.6K | 33 | 0 | no change |
| 492 | Quest 10 Wealth Builders, Inc. | $1.5K | 31 | +6 | add |
| 493 | Coastline Trust Co | $1.4K | 30 | 0 | no change |
| 494 | Advocate Investing Services LLC | $1.4K | 30 | 0 | no change |
| 495 | PEAPACK GLADSTONE FINANCIAL CORP | $1.3K | 26,005 | −594 | trim |
| 496 | Tower Research Capital LLC (TRC) | $1.3K | 26 | −455 | trim |
| 497 | BFSG, LLC | $1.3K | 26 | +26 | new |
| 498 | Vanguard National Trust Co | $1.2K | 25 | — | no prior |
| 499 | ALBION FINANCIAL GROUP /UT | $1.1K | 23 | +23 | new |
| 500 | ARMSTRONG ADVISORY GROUP, INC | $1.1K | 23 | 0 | no change |