| 1 | Capital International Investors | $6.4B | 5,494,695 | −1,049,728 | trim |
| 2 | Capital World Investors | $5.4B | 4,666,491 | +711,979 | add |
| 3 | BlackRock, Inc. | $5.3B | 4,601,252 | +302,960 | add |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $4.3B | 3,669,729 | — | no prior |
| 5 | Capital Research Global Investors | $3.6B | 3,143,509 | +666,848 | add |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0B | 2,573,087 | — | no prior |
| 7 | STATE STREET CORP | $2.9B | 2,516,606 | +60,420 | add |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $2.3B | 2,013,784 | −152,739 | trim |
| 9 | FMR LLC | $1.6B | 1,358,539 | −260,754 | trim |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 1,276,444 | +44,573 | add |
| 11 | MORGAN STANLEY | $1.0B | 893,735 | +41,498 | add |
| 12 | Soroban Capital Partners LP | $992M | 856,197 | +108,227 | add |
| 13 | EDGEWOOD MANAGEMENT LLC | $716M | 617,501 | +36,089 | add |
| 14 | UBS Group AG | $591M | 509,668 | +45,159 | add |
| 15 | WINDACRE PARTNERSHIP LLC | $591M | 509,600 | −56,500 | trim |
| 16 | NORTHERN TRUST CORP | $528M | 455,844 | −4,425 | trim |
| 17 | Invesco Ltd. | $504M | 434,591 | +6,623 | add |
| 18 | Stockbridge Partners LLC | $503M | 434,281 | +1 | add |
| 19 | PRIMECAP MANAGEMENT CO/CA/ | $475M | 410,217 | 0 | no change |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $475M | 410,194 | +13,616 | add |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $417M | 359,641 | +69,827 | add |
| 22 | Bank of New York Mellon Corp | $372M | 320,707 | −901 | trim |
| 23 | VANGUARD FIDUCIARY TRUST CO | $370M | 319,020 | — | no prior |
| 24 | BANK OF AMERICA CORP /DE/ | $343M | 296,031 | +3,708 | add |
| 25 | Legal & General Group Plc | $328M | 282,593 | −27,197 | trim |
| 26 | Temasek Holdings (Private) Ltd | $254M | 218,885 | +73,347 | add |
| 27 | CIBC Bancorp USA Inc. | $234M | 201,477 | — | no prior |
| 28 | CANADA PENSION PLAN INVESTMENT BOARD | $233M | 201,457 | −29,542 | trim |
| 29 | DEUTSCHE BANK AG\ | $223M | 192,704 | +54,596 | add |
| 30 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $220M | 190,147 | +153,131 | add |
| 31 | Sumitomo Mitsui Trust Group, Inc. | $209M | 180,192 | −16,576 | trim |
| 32 | Heard Capital LLC | $207M | 178,610 | +7,981 | add |
| 33 | BLAIR WILLIAM & CO/IL | $193M | 166,248 | −3,982 | trim |
| 34 | Swiss National Bank | $192M | 165,280 | +11,370 | add |
| 35 | DIMENSIONAL FUND ADVISORS LP | $187M | 161,577 | +6,627 | add |
| 36 | WELLS FARGO & COMPANY/MN | $174M | 149,966 | +3,923 | add |
| 37 | ALKEON CAPITAL MANAGEMENT LLC | $173M | 149,078 | −16,533 | trim |
| 38 | CITIGROUP INC | $167M | 144,173 | +51,910 | add |
| 39 | AMERIPRISE FINANCIAL INC | $167M | 143,882 | −7,820 | trim |
| 40 | FRANKLIN RESOURCES INC | $166M | 143,510 | −233,083 | trim |
| 41 | Nuveen, LLC | $162M | 139,609 | −76,201 | trim |
| 42 | Veritas Asset Management LLP | $155M | 133,974 | −7,868 | trim |
| 43 | Mitsubishi UFJ Asset Management Co., Ltd. | $152M | 131,318 | +10,103 | add |
| 44 | National Pension Service | $151M | 130,309 | +130,309 | new |
| 45 | Vanguard Global Advisers, LLC | $143M | 123,128 | — | no prior |
| 46 | DF DENT & CO INC | $142M | 122,753 | −26,995 | trim |
| 47 | BANK OF MONTREAL /CAN/ | $139M | 119,589 | +61,575 | add |
| 48 | Skye Global Management LP | $137M | 118,000 | −2,000 | trim |
| 49 | BRISTOL JOHN W & CO INC /NY/ | $127M | 109,511 | −1,254 | trim |
| 50 | KING LUTHER CAPITAL MANAGEMENT CORP | $126M | 108,376 | +8,714 | add |
| 51 | BARCLAYS PLC | $124M | 107,359 | +9,226 | add |
| 52 | Douglass Winthrop Advisors, LLC | $119M | 102,803 | +964 | add |
| 53 | VANGUARD ASSET MANAGEMENT, Ltd | $110M | 94,755 | — | no prior |
| 54 | Amundi | $110M | 94,613 | +20,555 | add |
| 55 | SANDS CAPITAL MANAGEMENT, LLC | $109M | 94,341 | −8,838 | trim |
| 56 | US BANCORP \DE\ | $108M | 93,293 | −5,828 | trim |
| 57 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $108M | 92,937 | −2,636 | trim |
| 58 | CITADEL ADVISORS LLC | $105M | 90,274 | −78,744 | trim |
| 59 | Atalan Capital Partners, LP | $97.9M | 84,500 | −3,150 | trim |
| 60 | HSBC HOLDINGS PLC | $96.2M | 83,059 | −94,717 | trim |
| 61 | Squarepoint Ops LLC | $92.2M | 79,548 | +32,907 | add |
| 62 | BAMCO INC /NY/ | $91.2M | 78,664 | +865 | add |
| 63 | RAYMOND JAMES FINANCIAL INC | $90.6M | 78,181 | −2,868 | trim |
| 64 | STATE OF MICHIGAN RETIREMENT SYSTEM | $87.8M | 75,792 | 0 | no change |
| 65 | ARGENT CAPITAL MANAGEMENT LLC | $87.2M | 75,265 | +10,439 | add |
| 66 | PFA Pension, Forsikringsaktieselskab | $79.2M | 68,332 | +68,332 | new |
| 67 | Corient Private Wealth LLC | $78.9M | 68,198 | −77,128 | trim |
| 68 | ENVESTNET ASSET MANAGEMENT INC | $77.1M | 66,512 | +2,789 | add |
| 69 | ALLIANCEBERNSTEIN L.P. | $74.3M | 55,849 | −882 | trim |
| 70 | NEW YORK STATE COMMON RETIREMENT FUND | $73.0M | 62,988 | +1,000 | add |
| 71 | FEDERATED HERMES, INC. | $68.0M | 58,659 | −677 | trim |
| 72 | FIRST TRUST ADVISORS LP | $67.6M | 58,308 | +11,974 | add |
| 73 | TUDOR INVESTMENT CORP ET AL | $64.8M | 55,940 | +53,428 | add |
| 74 | Focus Partners Wealth | $63.6M | 54,843 | +3,181 | add |
| 75 | Man Group plc | $62.2M | 53,686 | +39,684 | add |
| 76 | Chicago Capital, LLC | $61.4M | 52,977 | −4,400 | trim |
| 77 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $58.6M | 50,594 | −400 | trim |
| 78 | ROYAL BANK OF CANADA | $57.6M | 49,665 | −25,983 | trim |
| 79 | 1832 Asset Management L.P. | $57.5M | 49,609 | +38,409 | add |
| 80 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $57.4M | 49,564 | −2,053 | trim |
| 81 | DANSKE BANK A/S | $57.3M | 49,470 | −1,705 | trim |
| 82 | SCHRODER INVESTMENT MANAGEMENT GROUP | $57.3M | 49,465 | −10,197 | trim |
| 83 | Hudson Way Capital Management LLC | $57.2M | 49,367 | −23,936 | trim |
| 84 | Select Equity Group, L.P. | $55.6M | 47,943 | +47,943 | new |
| 85 | Qube Research & Technologies Ltd | $54.6M | 47,090 | +42,390 | add |
| 86 | AVIVA PLC | $54.3M | 46,839 | +1,359 | add |
| 87 | Retirement Systems of Alabama | $53.6M | 46,208 | +12 | add |
| 88 | CAT ROCK CAPITAL MANAGEMENT LP | $53.4M | 46,084 | +16,805 | add |
| 89 | Blacksheep Fund Management Ltd | $53.0M | 45,754 | −12,710 | trim |
| 90 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $51.8M | 44,692 | +41,690 | add |
| 91 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $50.8M | 43,853 | +40,381 | add |
| 92 | STOREBRAND ASSET MANAGEMENT AS | $50.7M | 43,774 | — | no prior |
| 93 | Capital International, Inc./CA/ | $50.3M | 43,371 | +344 | add |
| 94 | Point72 Asset Management, L.P. | $49.0M | 42,312 | −210,469 | trim |
| 95 | CHILTON CAPITAL MANAGEMENT LLC | $49.0M | 42,282 | +14,803 | add |
| 96 | STIFEL FINANCIAL CORP | $48.8M | 42,140 | −7,506 | trim |
| 97 | Aberdeen Group plc | $48.7M | 41,987 | +1,792 | add |
| 98 | Capital International Sarl | $47.4M | 40,890 | +3,985 | add |
| 99 | National Philanthropic Trust | $46.2M | 39,895 | — | no prior |
| 100 | MILFORD FUNDS LTD | $44.1M | 38,083 | +6,569 | add |
| 101 | Pictet Asset Management Holding SA | $44.1M | 38,065 | −1,367 | trim |
| 102 | Zurcher Kantonalbank (Zurich Cantonalbank) | $41.6M | 35,870 | +2,874 | add |
| 103 | LONE PINE CAPITAL LLC | $41.3M | 35,677 | +16,449 | add |
| 104 | Korea Investment CORP | $41.3M | 35,660 | +1,408 | add |
| 105 | CI INVESTMENTS INC. | $40.4M | 34,847 | −278 | trim |
| 106 | KLP KAPITALFORVALTNING AS | $39.0M | 33,632 | +1,490 | add |
| 107 | Asset Management One Co., Ltd. | $38.9M | 33,536 | −1,886 | trim |
| 108 | Woodline Partners LP | $37.2M | 32,100 | +29,346 | add |
| 109 | APG Asset Management N.V. | $37.1M | 36,899 | +335 | add |
| 110 | DnB Asset Management AS | $36.5M | 31,536 | +5,712 | add |
| 111 | Praesidium Investment Management Company, LLC | $36.5M | 31,460 | +5,260 | add |
| 112 | Ensign Peak Advisors, Inc | $36.4M | 31,373 | −3,517 | trim |
| 113 | BRX Global LP | $36.0M | 31,097 | +2,818 | add |
| 114 | STATE OF WISCONSIN INVESTMENT BOARD | $36.0M | 31,060 | +1,053 | add |
| 115 | YCG, LLC | $35.0M | 30,176 | +6,888 | add |
| 116 | THORNBURG INVESTMENT MANAGEMENT INC | $34.4M | 29,662 | −17,974 | trim |
| 117 | BROWN ADVISORY INC | $33.3M | 28,733 | −68,379 | trim |
| 118 | Universal- Beteiligungs- und Servicegesellschaft mbH | $33.2M | 28,631 | +1,560 | add |
| 119 | CAPITAL INTERNATIONAL LTD /CA/ | $32.8M | 28,294 | +4,491 | add |
| 120 | Coalescence Partners Investment Management, LP | $32.8M | 28,282 | 0 | no change |
| 121 | Chevy Chase Trust Holdings, LLC | $32.3M | 27,843 | −734 | trim |
| 122 | ROYAL LONDON ASSET MANAGEMENT LTD | $31.9M | 27,528 | +2 | add |
| 123 | PRUDENTIAL FINANCIAL INC | $31.7M | 27,313 | −654 | trim |
| 124 | SEI INVESTMENTS CO | $31.1M | 26,823 | −6,096 | trim |
| 125 | Swedbank AB | $30.8M | 26,604 | +22,398 | add |
| 126 | OAKMONT Corp | $30.5M | 26,289 | +479 | add |
| 127 | Vanguard Investments Australia, Ltd. | $30.4M | 26,249 | — | no prior |
| 128 | Quantinno Capital Management LP | $30.4M | 26,207 | +751 | add |
| 129 | Third Point LLC | $29.0M | 25,000 | +25,000 | new |
| 130 | Zimmer Partners, LP | $29.0M | 25,000 | −4,250 | trim |
| 131 | Mill Capital Management, LLC | $28.9M | 24,940 | +58 | add |
| 132 | EULAV Asset Management | $28.1M | 24,257 | −5,400 | trim |
| 133 | Oakcliff Capital Partners, LP | $28.0M | 24,170 | 0 | no change |
| 134 | Holocene Advisors, LP | $27.9M | 24,094 | −32,127 | trim |
| 135 | Crow's Nest Holdings LP | $27.4M | 23,667 | −6,058 | trim |
| 136 | East Coast Asset Management, LLC. | $26.9M | 23,220 | −121 | trim |
| 137 | Mitsubishi UFJ Trust & Banking Corp | $26.7M | 23,023 | +678 | add |
| 138 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $25.5M | 21,972 | −93 | trim |
| 139 | TD ASSET MANAGEMENT INC | $25.2M | 21,777 | +1,393 | add |
| 140 | Anabranch Capital Management, LP | $25.2M | 21,768 | −5,787 | trim |
| 141 | D. E. Shaw & Co., Inc. | $24.9M | 21,516 | −1,512 | trim |
| 142 | GILDER GAGNON HOWE & CO LLC | $24.9M | 21,481 | −4,054 | trim |
| 143 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | $24.6M | 21,199 | +245 | add |
| 144 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $24.1M | 20,802 | +1,113 | add |
| 145 | HOWLAND CAPITAL MANAGEMENT LLC | $24.1M | 20,757 | +1,340 | add |
| 146 | RENAISSANCE TECHNOLOGIES LLC | $22.9M | 19,780 | +19,780 | new |
| 147 | Bluegrass Capital Partners LP | $22.7M | 19,600 | +1,600 | add |
| 148 | NOMURA ASSET MANAGEMENT CO LTD | $22.6M | 19,465 | +920 | add |
| 149 | State of New Jersey Common Pension Fund D | $22.1M | 19,103 | 0 | no change |
| 150 | LPL Financial LLC | $21.3M | 18,371 | −671 | trim |
| 151 | HighTower Advisors, LLC | $21.0M | 18,156 | +926 | add |
| 152 | VICTORY CAPITAL MANAGEMENT INC | $20.9M | 18,033 | +224 | add |
| 153 | GOODNOW INVESTMENT GROUP, LLC | $20.9M | 18,012 | +2,570 | add |
| 154 | FIFTH THIRD BANCORP | $20.8M | 17,943 | +8,067 | add |
| 155 | NATIONAL BANK OF CANADA /FI/ | $20.8M | 17,903 | −8,851 | trim |
| 156 | JENNISON ASSOCIATES LLC | $20.5M | 17,697 | +17,697 | new |
| 157 | ADVENT INTERNATIONAL, L.P. | $20.2M | 17,459 | +10,925 | add |
| 158 | Archon Partners LLC | $20.1M | 17,300 | 0 | no change |
| 159 | AQR CAPITAL MANAGEMENT LLC | $20.0M | 17,608 | +2,547 | add |
| 160 | NISA INVESTMENT ADVISORS, LLC | $19.6M | 16,922 | +1,521 | add |
| 161 | Resona Asset Management Co.,Ltd. | $19.6M | 16,942 | +256 | add |
| 162 | Pennant Investors, LP | $19.4M | 16,771 | −1,700 | trim |
| 163 | TORONTO DOMINION BANK | $19.3M | 16,614 | −4,292 | trim |
| 164 | Tredje AP-fonden | $19.2M | 16,579 | +16,579 | new |
| 165 | Rafferty Asset Management, LLC | $17.9M | 15,468 | +2,299 | add |
| 166 | PRUDENTIAL PLC | $17.9M | 15,466 | +11,237 | add |
| 167 | Arizona State Retirement System | $17.9M | 15,435 | −428 | trim |
| 168 | Czech National Bank | $17.8M | 15,380 | +529 | add |
| 169 | Gotham Asset Management, LLC | $17.7M | 15,294 | −8,215 | trim |
| 170 | LYNWOOD PRICE CAPITAL MANAGEMENT LP | $17.6M | 15,200 | −2,300 | trim |
| 171 | Varma Mutual Pension Insurance Co | $16.5M | 14,260 | 0 | no change |
| 172 | Rockefeller Capital Management L.P. | $16.4M | 14,122 | +8,814 | add |
| 173 | MACKENZIE FINANCIAL CORP | $16.1M | 13,850 | +7,696 | add |
| 174 | JUPITER ASSET MANAGEMENT LTD | $15.9M | 13,693 | +13,693 | new |
| 175 | Maestria Partners LLC | $15.8M | 13,652 | −4,500 | trim |
| 176 | MetLife Investment Management, LLC | $15.8M | 13,616 | −337 | trim |
| 177 | Islander Capital Partners, L.P. | $15.7M | 13,580 | +1,630 | add |
| 178 | CIBC Asset Management Inc | $15.6M | 13,503 | +229 | add |
| 179 | XPONANCE LLC | $15.4M | 13,273 | +1,264 | add |
| 180 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $15.2M | 13,155 | +55 | add |
| 181 | PYA Waltman Capital, LLC | $15.2M | 13,155 | +922 | add |
| 182 | Lansforsakringar Fondforvaltning AB (publ) | $15.2M | 13,099 | +93 | add |
| 183 | WESTFIELD CAPITAL MANAGEMENT CO LP | $15.0M | 12,950 | −3,243 | trim |
| 184 | Trexquant Investment LP | $13.9M | 12,015 | +12,015 | new |
| 185 | Pinnacle Financial Partners, Inc. | $13.7M | 11,862 | +4 | add |
| 186 | Mirae Asset Global Investments Co., Ltd. | $13.4M | 11,579 | −3,081 | trim |
| 187 | Mariner, LLC | $13.3M | 11,464 | −4,135 | trim |
| 188 | STEPHENS INC /AR/ | $12.8M | 11,068 | +712 | add |
| 189 | Linonia Partnership LP | $12.8M | 11,022 | 0 | no change |
| 190 | PITTENGER & ANDERSON INC | $12.6M | 10,869 | +134 | add |
| 191 | Broad Run Investment Management, LLC | $12.5M | 10,801 | 0 | no change |
| 192 | Allspring Global Investments Holdings, LLC | $11.9M | 10,113 | −173 | trim |
| 193 | VOYA INVESTMENT MANAGEMENT LLC | $11.8M | 10,143 | −1,827 | trim |
| 194 | Creative Planning | $11.6M | 10,044 | −808 | trim |
| 195 | TEACHER RETIREMENT SYSTEM OF TEXAS | $11.6M | 10,031 | −74 | trim |
| 196 | USS Investment Management Ltd | $11.6M | 10,007 | +364 | add |
| 197 | Inherent Management Corp. | $11.6M | 10,000 | +2,300 | add |
| 198 | Capital Group Private Client Services, Inc. | $11.2M | 9,671 | −4,355 | trim |
| 199 | Cornerstone Advisors, LLC | $11.2M | 9,657 | −4,165 | trim |
| 200 | Daiwa Securities Group Inc. | $11.2M | 9,633 | +545 | add |
| 201 | REGIONS FINANCIAL CORP | $11.1M | 9,570 | −25,882 | trim |
| 202 | Fairbanks Capital Management, Inc. | $11.0M | 9,497 | −132 | trim |
| 203 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $10.9M | 9,432 | +2,005 | add |
| 204 | EASTERN BANK | $10.7M | 9,268 | +1,824 | add |
| 205 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $10.6M | 9,162 | +9,162 | new |
| 206 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $10.6M | 9,121 | +1,789 | add |
| 207 | Red Door Wealth Management, LLC | $10.6M | 9,114 | +109 | add |
| 208 | Utah Retirement Systems | $10.4M | 8,987 | −140 | trim |
| 209 | Aquatic Capital Management LLC | $10.4M | 8,972 | +7,829 | add |
| 210 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M | 8,803 | −1,416 | trim |
| 211 | ASR Vermogensbeheer N.V. | $10.1M | 8,697 | +1,741 | add |
| 212 | Pathstone Holdings, LLC | $9.9M | 8,552 | +1,333 | add |
| 213 | Spinecap SAS | $9.8M | 8,466 | −87 | trim |
| 214 | CREDIT AGRICOLE S A | $9.6M | 8,298 | −8,322 | trim |
| 215 | NEOS Investment Management LLC | $9.5M | 8,205 | +3,556 | add |
| 216 | Eurizon Capital SGR S.p.A. | $9.5M | 8,160 | +2,768 | add |
| 217 | ProShare Advisors LLC | $9.4M | 8,102 | −2,254 | trim |
| 218 | PRAGMA GESTAO DE PATRIMONIO LTD | $9.4M | 8,090 | −2,700 | trim |
| 219 | Smith Salley Wealth Management | $9.4M | 8,070 | +134 | add |
| 220 | FIL Ltd | $9.3M | 8,001 | +7,190 | add |
| 221 | BANK OF NOVA SCOTIA | $9.2M | 7,952 | −13,962 | trim |
| 222 | Janus Henderson Group Ltd. | $9.2M | 7,901 | +895 | add |
| 223 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $9.1M | 7,843 | +121 | add |
| 224 | Sumitomo Mitsui DS Asset Management Company, Ltd | $9.0M | 7,797 | −473 | trim |
| 225 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $9.0M | 7,762 | −2,204 | trim |
| 226 | Wealthfront Advisers LLC | $9.0M | 7,750 | +881 | add |
| 227 | Phraction Management LLC | $8.9M | 7,665 | +5,586 | add |
| 228 | Swiss Life Asset Management Ltd | $8.9M | 7,648 | +62 | add |
| 229 | Legal Advantage Investments, Inc. | $8.6M | 7,402 | +100 | add |
| 230 | KP Management LLC | $8.5M | 7,350 | +2,350 | add |
| 231 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $8.5M | 7,335 | +367 | add |
| 232 | WINTON GROUP Ltd | $8.3M | 7,165 | +7,165 | new |
| 233 | Dai-ichi Life Insurance Company, Ltd | $8.2M | 7,114 | +966 | add |
| 234 | Vontobel Holding Ltd. | $8.1M | 7,029 | +5,952 | add |
| 235 | Prospera Financial Services Inc | $8.1M | 6,949 | +597 | add |
| 236 | EQUITABLE TRUST CO | $8.0M | 6,897 | +567 | add |
| 237 | OneDigital Investment Advisors LLC | $8.0M | 6,883 | +1,125 | add |
| 238 | Vanguard Personalized Indexing Management, LLC | $7.9M | 6,859 | −1,222 | trim |
| 239 | Delta Investment Management, LLC | $7.9M | 6,853 | −279 | trim |
| 240 | KEYBANK NATIONAL ASSOCIATION/OH | $7.8M | 6,773 | +435 | add |
| 241 | Investidor Profissional Gestao de Recursos Ltda. | $7.7M | 6,633 | −4,587 | trim |
| 242 | Sequoia Financial Advisors, LLC | $7.6M | 6,597 | +276 | add |
| 243 | Long Path Partners LP | $7.5M | 6,478 | +6,478 | new |
| 244 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $7.5M | 6,456 | +11 | add |
| 245 | Investment Management Corp of Ontario | $7.5M | 6,438 | +1,376 | add |
| 246 | Andra AP-fonden | $7.4M | 6,344 | +4,332 | add |
| 247 | Ancora Advisors LLC | $7.3M | 6,268 | +177 | add |
| 248 | Pennant Select, LLC | $7.2M | 6,200 | 0 | no change |
| 249 | Shelter Rock Management, LLC | $7.0M | 6,070 | +1,119 | add |
| 250 | Cerity Partners LLC | $7.0M | 6,056 | −892 | trim |
| 251 | YOUSIF CAPITAL MANAGEMENT, LLC | $7.0M | 6,012 | −243 | trim |
| 252 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $6.9M | 5,995 | −42 | trim |
| 253 | Oak Thistle LLC | $6.9M | 5,977 | +4,641 | add |
| 254 | Crystal Rock Capital Management | $6.9M | 5,970 | −120 | trim |
| 255 | Federation des caisses Desjardins du Quebec | $6.9M | 5,938 | +1,264 | add |
| 256 | Blackstone Inc. | $6.9M | 5,915 | +2,716 | add |
| 257 | Crossmark Global Holdings, Inc. | $6.6M | 5,727 | — | no prior |
| 258 | Empowered Funds, LLC | $6.6M | 5,717 | +5,717 | new |
| 259 | Advisors Asset Management, Inc. | $6.6M | 5,693 | +776 | add |
| 260 | OP Asset Management Ltd | $6.6M | 5,653 | — | no prior |
| 261 | M&T BANK CORP | $6.5M | 5,569 | −291 | trim |
| 262 | Baird Financial Group, Inc. | $6.4M | 5,528 | +5,528 | new |
| 263 | HB Wealth Management, LLC | $6.4M | 5,499 | −242 | trim |
| 264 | Owlhouse Capital LP | $6.4M | 5,490 | −590 | trim |
| 265 | Ethic Inc. | $6.3M | 5,409 | −175 | trim |
| 266 | AMERICAN CENTURY COMPANIES INC | $6.1M | 5,293 | −59 | trim |
| 267 | Walter Public Investments Inc. | $6.1M | 5,224 | +2,734 | add |
| 268 | Barbara Oil Co. | $5.9M | 5,065 | 0 | no change |
| 269 | IFM Investors Pty Ltd | $5.8M | 4,980 | +4,980 | new |
| 270 | Vinva Investment Management Ltd | $5.7M | 5,062 | +3,081 | add |
| 271 | Laird Norton Wetherby Trust Company, LLC | $5.6M | 4,859 | −599 | trim |
| 272 | AIA Group Ltd | $5.6M | 4,823 | −742 | trim |
| 273 | UniSuper Management Pty Ltd | $5.5M | 4,757 | +31 | add |
| 274 | Engineers Gate Manager LP | $5.4M | 4,702 | +4,702 | new |
| 275 | MACQUARIE GROUP LTD | $5.4M | 4,690 | −1,804 | trim |
| 276 | PRINCIPAL SECURITIES, INC. | $5.4M | 4,628 | +39 | add |
| 277 | Cetera Investment Advisers | $5.0M | 4,325 | −444 | trim |
| 278 | OAK RIDGE INVESTMENTS LLC | $5.0M | 4,323 | −5,452 | trim |
| 279 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4.8M | 4,157 | −34 | trim |
| 280 | NATIXIS | $4.8M | 4,130 | −6,999 | trim |
| 281 | OSAIC HOLDINGS, INC. | $4.8M | 4,099 | +92 | add |
| 282 | Nicholas Investment Partners, LP | $4.7M | 4,068 | 0 | no change |
| 283 | Arrow Capital Management, LLC | $4.7M | 4,017 | +17 | add |
| 284 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $4.6M | 4,012 | −1,919 | trim |
| 285 | BNP Paribas Asset Management Holding S.A. | $4.6M | 3,965 | −390 | trim |
| 286 | Kingsview Wealth Management, LLC | $4.5M | 3,905 | −366 | trim |
| 287 | Mediolanum International Funds Ltd | $4.5M | 3,957 | +1,331 | add |
| 288 | Sustainable Insight Capital Management, LLC | $4.5M | 3,853 | +660 | add |
| 289 | SAWGRASS ASSET MANAGEMENT LLC | $4.4M | 3,829 | +3,829 | new |
| 290 | Capital Group Investment Management Pte. Ltd. | $4.4M | 3,789 | +195 | add |
| 291 | Vident Advisory, LLC | $4.4M | 3,786 | −3,611 | trim |
| 292 | Allianz Asset Management GmbH | $4.4M | 3,779 | +2,018 | add |
| 293 | Chicago Partners Investment Group LLC | $4.3M | 3,656 | −9 | trim |
| 294 | SCHOLTZ & COMPANY, LLC | $4.3M | 3,688 | +153 | add |
| 295 | AXQ CAPITAL, LP | $4.3M | 3,686 | +3,221 | add |
| 296 | Snider Financial Group | $4.2M | 3,626 | +157 | add |
| 297 | Banco Santander, S.A. | $4.2M | 3,596 | +955 | add |
| 298 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4.1M | 3,545 | −119 | trim |
| 299 | TRUIST FINANCIAL CORP | $4.1M | 3,525 | −486 | trim |
| 300 | UNIVEST FINANCIAL Corp | $4.1M | 3,504 | +120 | add |
| 301 | CIBC WORLD MARKET INC. | $4.1M | 3,498 | −609 | trim |
| 302 | Frank, Rimerman Advisors LLC | $4.0M | 3,476 | −1,460 | trim |
| 303 | SIGMA INVESTMENT COUNSELORS INC | $4.0M | 3,454 | −156 | trim |
| 304 | Norinchukin Bank, The | $4.0M | 3,439 | +14 | add |
| 305 | MIZUHO SECURITIES USA LLC | $4.0M | 3,414 | −687 | trim |
| 306 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $3.9M | 3,406 | +1,765 | add |
| 307 | GEORGE KAISER FAMILY FOUNDATION | $3.9M | 3,399 | +8 | add |
| 308 | NewEdge Advisors, LLC | $3.8M | 3,297 | +3,297 | new |
| 309 | HARTFORD INVESTMENT MANAGEMENT CO | $3.7M | 3,224 | −38 | trim |
| 310 | Osmosis Investment Management UK Ltd | $3.7M | 3,200 | −905 | trim |
| 311 | Roundview Capital LLC | $3.7M | 3,198 | +57 | add |
| 312 | Tower Research Capital LLC (TRC) | $3.7M | 3,159 | +1,816 | add |
| 313 | DUNCKER STREETT & CO INC | $3.6M | 3,136 | −157 | trim |
| 314 | GKV Capital Management Co., Inc. | $3.6M | 3,077 | −198 | trim |
| 315 | Mezzasalma Advisors, LLC | $3.5M | 3,035 | +186 | add |
| 316 | OMERS ADMINISTRATION Corp | $3.4M | 2,954 | +960 | add |
| 317 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | $3.4M | 2,911 | +2,911 | new |
| 318 | Stratos Wealth Partners, LTD. | $3.4M | 2,908 | −85 | trim |
| 319 | Broadleaf Partners, LLC | $3.4M | 2,907 | −85 | trim |
| 320 | Csenge Advisory Group | $3.3M | 2,879 | 0 | no change |
| 321 | COMMERCE BANK | $3.3M | 2,874 | +753 | add |
| 322 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $3.2M | 2,794 | −303 | trim |
| 323 | WOLVERINE ASSET MANAGEMENT LLC | $3.2M | 2,791 | +1,100 | add |
| 324 | Texas Yale Capital Corp. | $3.2M | 2,791 | +75 | add |
| 325 | ALLEN OPERATIONS LLC | $3.2M | 2,764 | 0 | no change |
| 326 | Maryland State Retirement & Pension System | $3.2M | 2,756 | 0 | no change |
| 327 | CLOVERFIELDS CAPITAL GROUP, LP | $3.2M | 2,737 | −38 | trim |
| 328 | Themes Management Co LLC | $3.2M | 2,721 | +1,095 | add |
| 329 | MML INVESTORS SERVICES, LLC | $3.1M | 2,683 | +79 | add |
| 330 | Tidal Investments LLC | $3.1M | 2,681 | +1,273 | add |
| 331 | LEVEL FOUR ADVISORY SERVICES, LLC | $3.1M | 2,663 | −11 | trim |
| 332 | Clearstead Advisors, LLC | $3.1M | 2,663 | −42 | trim |
| 333 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 2,641 | −1,052 | trim |
| 334 | Private Advisor Group, LLC | $3.1M | 2,655 | +126 | add |
| 335 | Eos Management, L.P. | $3.0M | 2,625 | −6,693 | trim |
| 336 | ABN AMRO INVESTMENT SOLUTIONS | $3.0M | 2,621 | +2,621 | new |
| 337 | ALLIANZ SE | $3.0M | 2,594 | 0 | no change |
| 338 | Steward Partners Investment Advisory, LLC | $3.0M | 2,579 | −2,364 | trim |
| 339 | CITIZENS FINANCIAL GROUP INC/RI | $3.0M | 2,563 | −295 | trim |
| 340 | Lido Advisors, LLC | $3.0M | 2,560 | +18 | add |
| 341 | EXCHANGE TRADED CONCEPTS, LLC | $2.9M | 2,531 | −506 | trim |
| 342 | Third View Private Wealth, LLC | $2.9M | 2,515 | +64 | add |
| 343 | Aristotle Atlantic Partners, LLC | $2.9M | 2,500 | +2,500 | new |
| 344 | Knollwood Investment Advisory, LLC | $2.9M | 2,478 | 0 | no change |
| 345 | Rockingstone Advisors LLC | $2.9M | 2,476 | +25 | add |
| 346 | MERCER GLOBAL ADVISORS INC /ADV | $2.8M | 2,432 | −87 | trim |
| 347 | Family Legacy, Inc. | $2.8M | 2,422 | +28 | add |
| 348 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $2.8M | 2,385 | +9 | add |
| 349 | Alaethes Wealth, LLC | $2.8M | 2,381 | +38 | add |
| 350 | AG2R LA MONDIALE GESTION D'ACTIFS | $2.8M | 2,380 | +58 | add |
| 351 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 2,377 | −264 | trim |
| 352 | CAXTON ASSOCIATES LLP | $2.7M | 2,367 | +1,715 | add |
| 353 | Generali Asset Management SPA SGR | $2.7M | 2,351 | −146 | trim |
| 354 | Bridgewater Associates, LP | $2.7M | 2,323 | −3,237 | trim |
| 355 | &PARTNERS | $2.7M | 2,323 | −313 | trim |
| 356 | MUFG Securities EMEA plc | $2.7M | 2,311 | −988 | trim |
| 357 | Cyndeo Wealth Partners, LLC | $2.7M | 2,304 | +169 | add |
| 358 | MILLENNIUM MANAGEMENT LLC | $2.7M | 2,297 | −1,615 | trim |
| 359 | INTECH INVESTMENT MANAGEMENT LLC | $2.6M | 2,276 | −526 | trim |
| 360 | BOOTHBAY FUND MANAGEMENT, LLC | $2.5M | 2,138 | +468 | add |
| 361 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.5M | 2,163 | +65 | add |
| 362 | NOMURA HOLDINGS INC | $2.5M | 2,123 | +1,286 | add |
| 363 | Atria Investments, Inc | $2.4M | 2,089 | −141 | trim |
| 364 | Concurrent Investment Advisors, LLC | $2.4M | 2,032 | +1,221 | add |
| 365 | ASPIRIANT, LLC | $2.3M | 2,000 | −1 | trim |
| 366 | B. Metzler seel. Sohn & Co. AG | $2.3M | 1,995 | 0 | no change |
| 367 | Alliance Wealth Advisors, LLC | $2.3M | 1,962 | +21 | add |
| 368 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $2.3M | 1,958 | +39 | add |
| 369 | Hixon Zuercher, LLC | $2.2M | 1,939 | −15 | trim |
| 370 | Marks Group Wealth Management, Inc | $2.2M | 1,937 | −733 | trim |
| 371 | Callan Family Office, LLC | $2.1M | 1,836 | −146 | trim |
| 372 | Caprock Group, LLC | $2.1M | 1,834 | +467 | add |
| 373 | Empirical Finance, LLC | $2.1M | 1,825 | −2 | trim |
| 374 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $2.1M | 1,807 | +7 | add |
| 375 | SPX Gestao de Recursos Ltda | $2.1M | 1,780 | +380 | add |
| 376 | Leonteq Securities AG | $2.0M | 1,768 | +1,065 | add |
| 377 | Sanctuary Advisors, LLC | $2.0M | 1,748 | −136 | trim |
| 378 | Summit Trail Advisors, LLC | $2.0M | 1,725 | +155 | add |
| 379 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.0M | 1,700 | +1,700 | new |
| 380 | PALISADE CAPITAL MANAGEMENT, LP | $2.0M | 1,700 | 0 | no change |
| 381 | Ascent Group, LLC | $1.9M | 1,662 | +28 | add |
| 382 | MGO ONE SEVEN LLC | $1.9M | 1,626 | −779 | trim |
| 383 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.9M | 1,614 | +13 | add |
| 384 | Glenview Trust Co | $1.9M | 1,610 | +122 | add |
| 385 | Metis Global Partners, LLC | $1.9M | 1,608 | −175 | trim |
| 386 | GUERRA PAN ADVISORS, LLC | $1.9M | 1,602 | −7 | trim |
| 387 | North Dakota State Investment Board | $1.9M | 1,601 | −294 | trim |
| 388 | Linden Thomas Advisory Services, LLC | $1.8M | 1,569 | +298 | add |
| 389 | MUFG SECURITIES AMERICAS INC. | $1.8M | 1,562 | +45 | add |
| 390 | GREENLEAF TRUST | $1.8M | 1,549 | −52 | trim |
| 391 | Blue Fin Capital, Inc. | $1.8M | 1,531 | +108 | add |
| 392 | SECURIAN ASSET MANAGEMENT, INC | $1.8M | 1,531 | 0 | no change |
| 393 | Kestra Advisory Services, LLC | $1.7M | 1,483 | −151 | trim |
| 394 | OPPENHEIMER & CO INC | $1.7M | 1,481 | −26 | trim |
| 395 | CHOREO, LLC | $1.7M | 1,457 | +47 | add |
| 396 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 1,454 | −103 | trim |
| 397 | WELLINGTON MANAGEMENT GROUP LLP | $1.7M | 1,427 | +322 | add |
| 398 | Spartan Wealth Advisory Services LLC | $1.6M | 1,417 | — | no prior |
| 399 | Western Financial Corp/CA | $1.6M | 1,393 | −43 | trim |
| 400 | JANE STREET GROUP, LLC | $1.6M | 1,389 | −1,297 | trim |
| 401 | Summit Financial, LLC | $1.6M | 1,379 | +1,219 | add |
| 402 | Orion Porfolio Solutions, LLC | $1.6M | 1,350 | −76 | trim |
| 403 | Radnor Capital Management, LLC | $1.5M | 1,332 | 0 | no change |
| 404 | Hennion & Walsh Asset Management, Inc. | $1.5M | 1,314 | +371 | add |
| 405 | GLENMEDE TRUST CO NA | $1.5M | 1,311 | −47 | trim |
| 406 | Accretive Wealth Partners, LLC | $1.5M | 1,307 | +2 | add |
| 407 | Voleon Capital Management LP | $1.5M | 1,281 | +1,281 | new |
| 408 | Merit Financial Group, LLC | $1.5M | 1,275 | 0 | no change |
| 409 | Applied Finance Capital Management, LLC | $1.5M | 1,274 | +1,274 | new |
| 410 | Vise Technologies, Inc. | $1.5M | 1,109 | 0 | no change |
| 411 | GATEWAY INVESTMENT ADVISERS LLC | $1.5M | 1,270 | +24 | add |
| 412 | COLDSTREAM CAPITAL MANAGEMENT INC | $1.4M | 1,220 | +342 | add |
| 413 | RDA Financial Network | $1.4M | 1,214 | −202 | trim |
| 414 | LGT Fund Management Co Ltd. | $1.4M | 1,204 | +1,204 | new |
| 415 | VestGen Advisors, LLC | $1.4M | 1,166 | −18 | trim |
| 416 | Integrated Advisors Network LLC | $1.4M | 1,195 | −47 | trim |
| 417 | Haverford Trust Co | $1.4M | 1,180 | +57 | add |
| 418 | Verition Fund Management LLC | $1.4M | 1,177 | −1,872 | trim |
| 419 | Plato Investment Management Ltd | $1.3M | 1,163 | 0 | no change |
| 420 | Hills Bank & Trust Co | $1.3M | 1,158 | 0 | no change |
| 421 | Beacon Pointe Advisors, LLC | $1.3M | 1,148 | +559 | add |
| 422 | HighVista Strategies LLC | $1.3M | 1,145 | −1,030 | trim |
| 423 | Lombard Odier Asset Management (USA) Corp | $1.3M | 1,145 | −382 | trim |
| 424 | Meeder Advisory Services, Inc. | $1.3M | 1,144 | 0 | no change |
| 425 | Gilbert & Cook, Inc. | $1.3M | 1,141 | −19 | trim |
| 426 | Intesa Sanpaolo Wealth Management | $1.3M | 1,123 | 0 | no change |
| 427 | Bridgefront Capital, LLC | $1.3M | 1,108 | +1,108 | new |
| 428 | Traynor Capital Management, Inc. | $1.3M | 1,124 | +272 | add |
| 429 | SummitTX Capital, L.P. | $1.3M | 1,081 | +731 | add |
| 430 | Siemens Fonds Invest GmbH | $1.3M | 1,079 | +18 | add |
| 431 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.2M | 1,058 | +52 | add |
| 432 | Vestmark Advisory Solutions, Inc. | $1.2M | 1,054 | −246 | trim |
| 433 | CORDA Investment Management, LLC. | $1.2M | 1,040 | 0 | no change |
| 434 | EXENCIAL WEALTH ADVISORS, LLC | $1.2M | 1,036 | +1,036 | new |
| 435 | BENJAMIN EDWARDS INC | $1.2M | 1,034 | 0 | no change |
| 436 | Avestar Capital, LLC | $1.2M | 1,024 | +379 | add |
| 437 | YHB Investment Advisors, Inc. | $1.2M | 1,022 | +116 | add |
| 438 | McHugh Group, LLC | $1.2M | 1,014 | +4 | add |
| 439 | PFG Advisors | $1.2M | 998 | +75 | add |
| 440 | Davidson Capital Management Inc. | $1.2M | 993 | −447 | trim |
| 441 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 986 | +10 | add |
| 442 | GUGGENHEIM CAPITAL LLC | $1.1M | 985 | −215 | trim |
| 443 | PARAGON CAPITAL MANAGEMENT INC | $1.1M | 980 | −34 | trim |
| 444 | Richard Bernstein Advisors LLC | $1.1M | 978 | +978 | new |
| 445 | QRG CAPITAL MANAGEMENT, INC. | $1.1M | 977 | −105 | trim |
| 446 | MAI Capital Management | $1.1M | 972 | +214 | add |
| 447 | Composition Wealth, LLC | $1.1M | 965 | +49 | add |
| 448 | Assenagon Asset Management S.A. | $1.1M | 963 | −78 | trim |
| 449 | BRASADA CAPITAL MANAGEMENT, LP | $1.1M | 930 | −4,846 | trim |
| 450 | Circle Wealth Management, LLC | $1.1M | 942 | +4 | add |
| 451 | CWM, LLC | $1.1M | 937 | +5 | add |
| 452 | Checchi Capital Advisers, LLC | $1.1M | 937 | +84 | add |
| 453 | Signature Wealth Management Group | $1.1M | 936 | +936 | new |
| 454 | KORNITZER CAPITAL MANAGEMENT INC /KS | $1.1M | 932 | −514 | trim |
| 455 | QUADRANT CAPITAL GROUP LLC | $1.1M | 922 | −608 | trim |
| 456 | Cross Staff Investments Inc | $1.1M | 912 | 0 | no change |
| 457 | EP Wealth Advisors, LLC | $1.1M | 911 | −7 | trim |
| 458 | FIDELIS CAPITAL PARTNERS, LLC | $1.1M | 907 | −29 | trim |
| 459 | VERUS CAPITAL PARTNERS, LLC | $1.0M | 896 | +40 | add |
| 460 | Wedmont Private Capital | $1.0M | 848 | +24 | add |
| 461 | Edgestream Partners, L.P. | $1.0M | 891 | +584 | add |
| 462 | ELEVATION POINT WEALTH PARTNERS, LLC | $1.0M | 887 | +197 | add |
| 463 | Accuvest Global Advisors | $1.0M | 886 | −286 | trim |
| 464 | TFR Capital, LLC. | $1.0M | 885 | +14 | add |
| 465 | Arax Advisory Partners | $1.0M | 876 | −294 | trim |
| 466 | GREAT VALLEY ADVISOR GROUP, INC. | $1.0M | 875 | +12 | add |
| 467 | Havemeyer Place LP | $1.0M | 871 | −615 | trim |
| 468 | Navalign, LLC | $1.0M | 863 | +44 | add |
| 469 | SAPIENT CAPITAL LLC | $998K | 861 | −147 | trim |
| 470 | NBT BANK, N.A. | $987K | 852 | −3 | trim |
| 471 | TEMA ETFS LLC | $983K | 848 | 0 | no change |
| 472 | Longaeva Partners L.P. | $977K | 843 | +843 | new |
| 473 | St. Louis Trust Co | $974K | 840 | +171 | add |
| 474 | XXI WEALTH, LLC | $953K | 822 | −61 | trim |
| 475 | Apollon Wealth Management, LLC | $951K | 820 | −71 | trim |
| 476 | Verdence Capital Advisors LLC | $946K | 816 | +67 | add |
| 477 | Lombard Odier Asset Management (Switzerland) SA | $945K | 815 | +815 | new |
| 478 | Union Bancaire Privee, UBP SA | $942K | 1,013 | +43 | add |
| 479 | GRIFFIN ASSET MANAGEMENT, INC. | $939K | 810 | +60 | add |
| 480 | Whitford Management LLC | $939K | 810 | −813 | trim |
| 481 | TD Waterhouse Canada Inc. | $937K | 799 | +540 | add |
| 482 | INTACT INVESTMENT MANAGEMENT INC. | $927K | 800 | +800 | new |
| 483 | Fund 1 Investments, LLC | $927K | 800 | +800 | new |
| 484 | Strong Tower Advisory Services | $920K | 793 | +36 | add |
| 485 | MASTERINVEST Kapitalanlage GmbH | $902K | 778 | +567 | add |
| 486 | Allred Capital Management, LLC | $896K | 773 | −5 | trim |
| 487 | CASTLEARK MANAGEMENT LLC | $892K | 770 | 0 | no change |
| 488 | Skylands Capital, LLC | $892K | 770 | 0 | no change |
| 489 | Savant Capital, LLC | $890K | 768 | +63 | add |
| 490 | Souders Financial Advisors | $888K | 766 | +73 | add |
| 491 | DOLIVER ADVISORS, LP | $878K | 758 | −52 | trim |
| 492 | Everhart Financial Group, Inc. | $877K | 757 | +72 | add |
| 493 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $875K | 755 | −971 | trim |
| 494 | New England Research & Management, Inc. | $870K | 751 | −26 | trim |
| 495 | SILVER OAK SECURITIES, INCORPORATED | $863K | 744 | +4 | add |
| 496 | Perigon Wealth Management, LLC | $844K | 728 | −26 | trim |
| 497 | Brooklyn Investment Group | $831K | 718 | −147 | trim |
| 498 | Mesirow Financial Investment Management, Inc. | $830K | 716 | +48 | add |
| 499 | Krilogy Financial LLC | $827K | 673 | +500 | add |
| 500 | INTERCAPITAL, LLC | $811K | 700 | +700 | new |