| 1 | BlackRock, Inc. | $2.5B | 4,059,125 | +51,464 | add |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 3,030,782 | — | no prior |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 2,379,328 | — | no prior |
| 4 | STATE STREET CORP | $1.3B | 2,190,705 | −5,224 | trim |
| 5 | FIL Ltd | $976M | 1,612,696 | +245,559 | add |
| 6 | DODGE & COX | $971M | 1,604,265 | −81,075 | trim |
| 7 | Aristotle Capital Management, LLC | $967M | 1,597,930 | −109,298 | trim |
| 8 | Janus Henderson Group Ltd. | $935M | 1,545,674 | −147,607 | trim |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $792M | 1,311,496 | +37,222 | add |
| 10 | BANK OF AMERICA CORP /DE/ | $406M | 671,088 | +28,822 | add |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $360M | 595,310 | +11,930 | add |
| 12 | Invesco Ltd. | $345M | 569,720 | −217,757 | trim |
| 13 | KING LUTHER CAPITAL MANAGEMENT CORP | $319M | 527,306 | −14,668 | trim |
| 14 | NORTHERN TRUST CORP | $292M | 483,047 | −16,657 | trim |
| 15 | MORGAN STANLEY | $264M | 435,823 | +20,883 | add |
| 16 | SEI INVESTMENTS CO | $251M | 414,989 | +14,262 | add |
| 17 | DIMENSIONAL FUND ADVISORS LP | $245M | 404,445 | −68 | trim |
| 18 | UBS Group AG | $242M | 399,379 | +232,509 | add |
| 19 | Findlay Park Partners LLP | $239M | 394,339 | +141,360 | add |
| 20 | EARNEST PARTNERS LLC | $236M | 389,335 | −14,981 | trim |
| 21 | Maren Capital LLC | $219M | 362,122 | +1,527 | add |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $216M | 356,255 | +10,328 | add |
| 23 | Mariner, LLC | $199M | 329,181 | +14,805 | add |
| 24 | VANGUARD FIDUCIARY TRUST CO | $159M | 263,610 | — | no prior |
| 25 | Allspring Global Investments Holdings, LLC | $156M | 252,967 | +2,611 | add |
| 26 | TWO SIGMA INVESTMENTS, LP | $155M | 256,522 | +174,557 | add |
| 27 | Port Capital LLC | $152M | 250,831 | +14,357 | add |
| 28 | Clearbridge Investments, LLC | $149M | 245,617 | −13,030 | trim |
| 29 | WELLS FARGO & COMPANY/MN | $147M | 243,400 | −15,479 | trim |
| 30 | Bank of New York Mellon Corp | $147M | 243,324 | +4,544 | add |
| 31 | HSBC HOLDINGS PLC | $141M | 232,903 | −199,439 | trim |
| 32 | Legal & General Group Plc | $134M | 221,543 | −20,187 | trim |
| 33 | ROYAL BANK OF CANADA | $130M | 214,721 | +4,062 | add |
| 34 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $125M | 205,852 | −47,784 | trim |
| 35 | Select Equity Group, L.P. | $120M | 198,956 | +767 | add |
| 36 | Madison Asset Management, LLC | $120M | 198,548 | −12,284 | trim |
| 37 | Artisan Partners Limited Partnership | $113M | 186,429 | −5,638 | trim |
| 38 | BOWEN HANES & CO INC | $112M | 185,332 | −172 | trim |
| 39 | DEUTSCHE BANK AG\ | $89.4M | 147,767 | +5,559 | add |
| 40 | ENVESTNET ASSET MANAGEMENT INC | $85.5M | 141,249 | +17,047 | add |
| 41 | Swiss National Bank | $83.4M | 137,778 | +9,320 | add |
| 42 | Sumitomo Mitsui Trust Group, Inc. | $77.9M | 128,710 | −4,513 | trim |
| 43 | EULAV Asset Management | $75.0M | 123,900 | +17,400 | add |
| 44 | CITIGROUP INC | $74.6M | 123,263 | +1,566 | add |
| 45 | Mitsubishi UFJ Asset Management Co., Ltd. | $74.4M | 122,996 | +11,363 | add |
| 46 | AMERICAN CENTURY COMPANIES INC | $74.0M | 122,356 | +119,080 | add |
| 47 | ALLIANCEBERNSTEIN L.P. | $71.4M | 139,757 | +64,552 | add |
| 48 | Greenhouse Funds LLLP | $71.3M | 117,783 | −31,683 | trim |
| 49 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $69.9M | 115,575 | +115,575 | new |
| 50 | Nuveen, LLC | $68.9M | 113,831 | +17,913 | add |
| 51 | JANE STREET GROUP, LLC | $65.0M | 107,488 | +103,558 | add |
| 52 | Vanguard Global Advisers, LLC | $61.9M | 102,387 | — | no prior |
| 53 | Ensign Peak Advisors, Inc | $61.8M | 102,066 | +28,981 | add |
| 54 | RAYMOND JAMES FINANCIAL INC | $60.9M | 100,680 | −12,090 | trim |
| 55 | BARCLAYS PLC | $56.0M | 92,546 | −3,165 | trim |
| 56 | Amundi | $55.4M | 91,509 | −20,841 | trim |
| 57 | KEYBANK NATIONAL ASSOCIATION/OH | $53.5M | 88,384 | +2,264 | add |
| 58 | National Pension Service | $52.8M | 87,351 | +87,351 | new |
| 59 | RHUMBLINE ADVISERS | $51.9M | 85,737 | −2,486 | trim |
| 60 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $50.3M | 83,155 | +908 | add |
| 61 | VANGUARD ASSET MANAGEMENT, Ltd | $46.0M | 76,023 | — | no prior |
| 62 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $45.4M | 75,042 | −33,350 | trim |
| 63 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $45.2M | 74,658 | −151,273 | trim |
| 64 | Gotham Asset Management, LLC | $44.5M | 73,635 | +9,031 | add |
| 65 | Assenagon Asset Management S.A. | $44.3M | 73,179 | −13,177 | trim |
| 66 | JENNISON ASSOCIATES LLC | $42.9M | 70,843 | +38,086 | add |
| 67 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $42.1M | 69,630 | +4,747 | add |
| 68 | PRINCIPAL FINANCIAL GROUP INC | $38.2M | 63,081 | +426 | add |
| 69 | Rockefeller Capital Management L.P. | $38.1M | 62,893 | −1,333 | trim |
| 70 | FMR LLC | $38.0M | 62,751 | +7,863 | add |
| 71 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $37.3M | 52,944 | −5,671 | trim |
| 72 | EDMOND DE ROTHSCHILD HOLDING S.A. | $36.4M | 60,132 | −33,570 | trim |
| 73 | AVIVA PLC | $36.0M | 59,536 | +20,224 | add |
| 74 | STIFEL FINANCIAL CORP | $35.6M | 58,922 | −1,468 | trim |
| 75 | CRAMER ROSENTHAL MCGLYNN LLC | $34.3M | 56,655 | +2,273 | add |
| 76 | Asset Management One Co., Ltd. | $32.0M | 52,918 | +14,660 | add |
| 77 | DRIEHAUS CAPITAL MANAGEMENT LLC | $31.5M | 52,045 | +25,019 | add |
| 78 | DIAMOND HILL CAPITAL MANAGEMENT INC | $31.1M | 51,363 | −5,092 | trim |
| 79 | Covea Finance | $29.9M | 49,357 | −2,477 | trim |
| 80 | BNP Paribas Asset Management Holding S.A. | $28.8M | 47,677 | +39,765 | add |
| 81 | SCHRODER INVESTMENT MANAGEMENT GROUP | $28.6M | 48,954 | −3,097 | trim |
| 82 | LPL Financial LLC | $27.7M | 45,795 | +15,233 | add |
| 83 | KLP KAPITALFORVALTNING AS | $27.1M | 44,720 | +1,440 | add |
| 84 | AMERIPRISE FINANCIAL INC | $26.3M | 43,543 | +32,945 | add |
| 85 | Aberdeen Group plc | $25.8M | 42,703 | +1,638 | add |
| 86 | BROWN ADVISORY INC | $25.3M | 41,852 | −4,211 | trim |
| 87 | HEARTLAND ADVISORS INC | $25.3M | 41,805 | −8,290 | trim |
| 88 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $25.1M | 41,463 | +14,210 | add |
| 89 | Quantinno Capital Management LP | $25.0M | 41,245 | +12,467 | add |
| 90 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $24.4M | 40,302 | −212 | trim |
| 91 | MERCER GLOBAL ADVISORS INC /ADV | $24.2M | 39,964 | −1,129 | trim |
| 92 | NICHOLAS COMPANY, INC. | $24.1M | 39,899 | −4,305 | trim |
| 93 | GRANDFIELD & DODD, LLC | $23.9M | 39,546 | −290 | trim |
| 94 | Connor, Clark & Lunn Investment Management Ltd. | $23.2M | 38,310 | −16,487 | trim |
| 95 | PALISADE CAPITAL MANAGEMENT, LP | $23.1M | 38,136 | −2,971 | trim |
| 96 | Universal- Beteiligungs- und Servicegesellschaft mbH | $22.5M | 37,220 | +5,957 | add |
| 97 | GHP Investment Advisors, Inc. | $21.8M | 36,032 | −79 | trim |
| 98 | DANSKE BANK A/S | $21.7M | 35,940 | −760 | trim |
| 99 | STATE OF WISCONSIN INVESTMENT BOARD | $21.7M | 35,931 | −4,465 | trim |
| 100 | Waratah Capital Advisors Ltd. | $20.3M | 33,574 | +13,103 | add |
| 101 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $18.4M | 30,336 | −260 | trim |
| 102 | DnB Asset Management AS | $18.0M | 29,690 | +7,715 | add |
| 103 | Squarepoint Ops LLC | $17.7M | 29,248 | −17,003 | trim |
| 104 | VOYA INVESTMENT MANAGEMENT LLC | $17.7M | 29,229 | −3,967 | trim |
| 105 | Alyeska Investment Group, L.P. | $17.4M | 28,777 | −41,448 | trim |
| 106 | BRAUN STACEY ASSOCIATES INC | $16.6M | 27,433 | +27,433 | new |
| 107 | 1832 Asset Management L.P. | $16.5M | 27,200 | +23,300 | add |
| 108 | NEW YORK STATE COMMON RETIREMENT FUND | $16.3M | 26,965 | 0 | no change |
| 109 | Eurizon Capital SGR S.p.A. | $16.0M | 26,534 | −5,052 | trim |
| 110 | Swedbank AB | $15.5M | 25,617 | +3,462 | add |
| 111 | Dai-ichi Life Insurance Company, Ltd | $15.3M | 25,296 | +9,733 | add |
| 112 | CLOUGH CAPITAL PARTNERS L P | $15.3M | 25,225 | −3,520 | trim |
| 113 | LBP AM SA | $15.0M | 24,825 | −10,158 | trim |
| 114 | ROYAL LONDON ASSET MANAGEMENT LTD | $15.0M | 24,730 | +14 | add |
| 115 | MILLENNIUM MANAGEMENT LLC | $14.8M | 24,501 | +18,496 | add |
| 116 | NATIONAL BANK OF CANADA /FI/ | $14.7M | 24,370 | −1,759 | trim |
| 117 | BANK OF MONTREAL /CAN/ | $14.7M | 24,353 | −5,406 | trim |
| 118 | Walter Public Investments Inc. | $14.6M | 24,209 | −13,340 | trim |
| 119 | Running Oak Capital LLC | $14.5M | 23,897 | −5,231 | trim |
| 120 | Chevy Chase Trust Holdings, LLC | $14.2M | 23,548 | −327 | trim |
| 121 | Defender Capital, LLC. | $14.0M | 23,196 | +23,196 | new |
| 122 | PRUDENTIAL FINANCIAL INC | $13.8M | 22,774 | −362 | trim |
| 123 | FIRST TRUST ADVISORS LP | $13.5M | 22,321 | +4,008 | add |
| 124 | Resona Asset Management Co.,Ltd. | $13.5M | 22,400 | +292 | add |
| 125 | AQR CAPITAL MANAGEMENT LLC | $13.4M | 22,440 | −401 | trim |
| 126 | Sumitomo Mitsui DS Asset Management Company, Ltd | $13.4M | 22,122 | −460 | trim |
| 127 | TD ASSET MANAGEMENT INC | $13.3M | 22,060 | +512 | add |
| 128 | Vanguard Investments Australia, Ltd. | $13.2M | 21,845 | — | no prior |
| 129 | APG Asset Management N.V. | $12.6M | 24,020 | −3,212 | trim |
| 130 | Pictet Asset Management Holding SA | $12.6M | 20,838 | −1,052 | trim |
| 131 | Korea Investment CORP | $12.3M | 20,392 | −12,397 | trim |
| 132 | KENNEDY CAPITAL MANAGEMENT LLC | $12.0M | 19,912 | −6,909 | trim |
| 133 | STOREBRAND ASSET MANAGEMENT AS | $11.5M | 19,005 | — | no prior |
| 134 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11.5M | 19,004 | −391 | trim |
| 135 | VICTORY CAPITAL MANAGEMENT INC | $11.4M | 18,857 | −5,101 | trim |
| 136 | Jain Global LLC | $10.6M | 17,590 | +17,590 | new |
| 137 | KINGDON CAPITAL MANAGEMENT, L.L.C. | $10.6M | 17,500 | −12,500 | trim |
| 138 | ROYCE & ASSOCIATES LP | $10.6M | 17,440 | 0 | no change |
| 139 | MACKENZIE FINANCIAL CORP | $10.3M | 17,045 | +4,131 | add |
| 140 | Mirae Asset Global Investments Co., Ltd. | $10.1M | 16,631 | +1,659 | add |
| 141 | CITADEL ADVISORS LLC | $10.0M | 16,605 | −1,274 | trim |
| 142 | NOMURA ASSET MANAGEMENT CO LTD | $9.8M | 16,193 | +138 | add |
| 143 | Tredje AP-fonden | $9.4M | 15,558 | +15,558 | new |
| 144 | State of New Jersey Common Pension Fund D | $9.3M | 15,423 | 0 | no change |
| 145 | TWINBEECH CAPITAL LP | $9.2M | 15,289 | +15,289 | new |
| 146 | TRUIST FINANCIAL CORP | $9.2M | 15,206 | −15 | trim |
| 147 | TORONTO DOMINION BANK | $9.2M | 15,200 | −10,250 | trim |
| 148 | Vestmark Advisory Solutions, Inc. | $8.9M | 14,682 | +818 | add |
| 149 | FIFTH THIRD BANCORP | $8.7M | 14,395 | +9,836 | add |
| 150 | Illinois Municipal Retirement Fund | $8.6M | 14,245 | −3,754 | trim |
| 151 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $8.4M | 13,896 | −5,368 | trim |
| 152 | Cetera Investment Advisers | $8.3M | 13,764 | +585 | add |
| 153 | STATE OF MICHIGAN RETIREMENT SYSTEM | $8.3M | 13,669 | 0 | no change |
| 154 | Czech National Bank | $7.7M | 12,787 | +407 | add |
| 155 | Arizona State Retirement System | $7.7M | 12,767 | −94 | trim |
| 156 | Y-Intercept (Hong Kong) Ltd | $7.6M | 12,624 | +12,624 | new |
| 157 | Cerity Partners LLC | $7.5M | 12,456 | +679 | add |
| 158 | CIBC Bancorp USA Inc. | $7.5M | 12,387 | — | no prior |
| 159 | Zurcher Kantonalbank (Zurich Cantonalbank) | $7.3M | 12,148 | −1,182 | trim |
| 160 | Phraction Management LLC | $7.2M | 11,944 | +20 | add |
| 161 | Marks Group Wealth Management, Inc | $7.1M | 11,727 | −2,720 | trim |
| 162 | Atria Investments, Inc | $6.9M | 11,351 | −942 | trim |
| 163 | Daiwa Securities Group Inc. | $6.8M | 11,303 | +336 | add |
| 164 | CIBC Asset Management Inc | $6.8M | 11,237 | +164 | add |
| 165 | Rafferty Asset Management, LLC | $6.7M | 11,067 | −3,655 | trim |
| 166 | MetLife Investment Management, LLC | $6.6M | 10,965 | −284 | trim |
| 167 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $6.6M | 10,937 | +16 | add |
| 168 | Amova Asset Management Americas, Inc. | $6.5M | 10,730 | +506 | add |
| 169 | D. E. Shaw & Co., Inc. | $6.5M | 10,697 | −13,310 | trim |
| 170 | M&T BANK CORP | $6.4M | 10,651 | −2,558 | trim |
| 171 | WELLINGTON MANAGEMENT GROUP LLP | $6.4M | 10,504 | +188 | add |
| 172 | Candelo Capital Management LP | $6.3M | 10,452 | −2,750 | trim |
| 173 | Danica Pension, Livsforsikringsaktieselskab | $6.1M | 10,153 | −8,752 | trim |
| 174 | Creative Planning | $6.1M | 10,060 | +1,275 | add |
| 175 | Retirement Systems of Alabama | $6.0M | 9,970 | −18 | trim |
| 176 | &PARTNERS | $6.0M | 9,877 | −127 | trim |
| 177 | Sanctuary Advisors, LLC | $5.8M | 9,595 | −825 | trim |
| 178 | Swiss Life Asset Management Ltd | $5.7M | 9,503 | +1,471 | add |
| 179 | WOLVERINE ASSET MANAGEMENT LLC | $5.7M | 9,500 | +8,020 | add |
| 180 | IFM Investors Pty Ltd | $5.6M | 9,209 | +9,209 | new |
| 181 | Federation des caisses Desjardins du Quebec | $5.5M | 9,142 | +2,784 | add |
| 182 | UniSuper Management Pty Ltd | $5.5M | 9,098 | +3,551 | add |
| 183 | Advisors Asset Management, Inc. | $5.5M | 9,071 | +1,413 | add |
| 184 | Bank Julius Baer & Co. Ltd, Zurich | $5.5M | 9,299 | −2,172 | trim |
| 185 | Cannell & Spears LLC | $5.3M | 8,749 | −113 | trim |
| 186 | NewEdge Wealth, LLC | $5.2M | 8,631 | −1,892 | trim |
| 187 | ProShare Advisors LLC | $5.2M | 8,630 | −2,018 | trim |
| 188 | Fogel Capital Management, Inc. | $4.7M | 7,750 | +220 | add |
| 189 | Cardinal Capital Management | $4.6M | 7,656 | +7,656 | new |
| 190 | Aristotle Capital Boston, LLC | $4.6M | 7,573 | −43 | trim |
| 191 | XPONANCE LLC | $4.6M | 7,578 | +410 | add |
| 192 | Tidal Investments LLC | $4.6M | 7,553 | +791 | add |
| 193 | Utah Retirement Systems | $4.6M | 7,546 | −79 | trim |
| 194 | BANK OF NOVA SCOTIA | $4.4M | 7,293 | −15,385 | trim |
| 195 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $4.3M | 7,119 | −544 | trim |
| 196 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 7,054 | +201 | add |
| 197 | Waverly Advisors, LLC | $4.3M | 7,030 | +489 | add |
| 198 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $4.2M | 7,000 | 0 | no change |
| 199 | Pathstone Holdings, LLC | $4.2M | 6,940 | +448 | add |
| 200 | Qube Research & Technologies Ltd | $4.2M | 6,935 | +6,935 | new |
| 201 | OMERS ADMINISTRATION Corp | $4.0M | 6,689 | +1,010 | add |
| 202 | Graham Capital Management, L.P. | $4.0M | 6,591 | +2,264 | add |
| 203 | Silvant Capital Management LLC | $4.0M | 6,572 | +6,572 | new |
| 204 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $4.0M | 6,553 | +59 | add |
| 205 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $3.9M | 6,472 | −1,830 | trim |
| 206 | OSAIC HOLDINGS, INC. | $3.8M | 6,358 | +15 | add |
| 207 | NEOS Investment Management LLC | $3.8M | 6,347 | +4,919 | add |
| 208 | HighTower Advisors, LLC | $3.8M | 6,328 | +230 | add |
| 209 | WESTPAC BANKING CORP | $3.8M | 6,262 | +416 | add |
| 210 | Clear Harbor Asset Management, LLC | $3.7M | 6,161 | +40 | add |
| 211 | Moran Wealth Management, LLC | $3.6M | 5,956 | −190 | trim |
| 212 | Faithward Advisors, LLC | $3.6M | 5,943 | +102 | add |
| 213 | Callan Family Office, LLC | $3.5M | 5,849 | +6 | add |
| 214 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $3.5M | 5,795 | +5,795 | new |
| 215 | RENAISSANCE TECHNOLOGIES LLC | $3.5M | 5,787 | +5,787 | new |
| 216 | AGF MANAGEMENT LTD | $3.4M | 5,694 | −766 | trim |
| 217 | BRADLEY FOSTER & SARGENT INC/CT | $3.3M | 5,397 | +103 | add |
| 218 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $3.3M | 5,379 | +13 | add |
| 219 | CREDIT AGRICOLE S A | $3.2M | 5,358 | +3,080 | add |
| 220 | Wealthfront Advisers LLC | $3.2M | 5,352 | +199 | add |
| 221 | Vinva Investment Management Ltd | $3.2M | 5,512 | +5,512 | new |
| 222 | Ethic Inc. | $3.2M | 5,309 | −128 | trim |
| 223 | CONDOR CAPITAL MANAGEMENT | $3.1M | 5,190 | −31 | trim |
| 224 | Krane Funds Advisors LLC | $3.1M | 4,940 | +1,074 | add |
| 225 | US BANCORP \DE\ | $3.1M | 5,095 | −27 | trim |
| 226 | ABN AMRO INVESTMENT SOLUTIONS | $2.9M | 4,841 | −8,069 | trim |
| 227 | SHELTON CAPITAL MANAGEMENT | $2.9M | 4,785 | 0 | no change |
| 228 | Lombard Odier Asset Management (Switzerland) SA | $2.9M | 4,760 | +4,760 | new |
| 229 | WCM INVESTMENT MANAGEMENT, LLC | $2.9M | 4,882 | −2 | trim |
| 230 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 4,707 | −2,629 | trim |
| 231 | PANAGORA ASSET MANAGEMENT INC | $2.8M | 4,697 | 0 | no change |
| 232 | OP Asset Management Ltd | $2.8M | 4,682 | — | no prior |
| 233 | FORA Capital, LLC | $2.8M | 4,673 | +4,673 | new |
| 234 | YOUSIF CAPITAL MANAGEMENT, LLC | $2.8M | 4,599 | −1,433 | trim |
| 235 | WEIK CAPITAL MANAGEMENT | $2.7M | 4,435 | −165 | trim |
| 236 | Corient Private Wealth LLC | $2.7M | 4,539 | −5,164 | trim |
| 237 | Old West Investment Management, LLC | $2.6M | 4,260 | 0 | no change |
| 238 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.6M | 4,228 | +1,408 | add |
| 239 | Vanguard Personalized Indexing Management, LLC | $2.6M | 4,224 | +563 | add |
| 240 | Man Group plc | $2.5M | 4,140 | −30,275 | trim |
| 241 | Investment Management Corp of Ontario | $2.5M | 4,110 | +200 | add |
| 242 | Vident Advisory, LLC | $2.4M | 3,990 | +545 | add |
| 243 | FIRST MANHATTAN CO. LLC. | $2.4M | 3,984 | −1,009 | trim |
| 244 | PARSONS CAPITAL MANAGEMENT INC/RI | $2.4M | 3,904 | 0 | no change |
| 245 | Donoghue Forlines LLC | $2.4M | 3,893 | +3,893 | new |
| 246 | AIMZ Investment Advisors, LLC | $2.3M | 3,822 | −140 | trim |
| 247 | Pettee Investors, Inc. | $2.2M | 3,471 | 0 | no change |
| 248 | Delta Global Management LP | $2.2M | 3,698 | −1,106 | trim |
| 249 | Crossmark Global Holdings, Inc. | $2.2M | 3,648 | — | no prior |
| 250 | FOURPATH CAPITAL MANAGEMENT, LLC | $2.2M | 3,639 | +306 | add |
| 251 | ALLIANZ SE | $2.2M | 3,626 | 0 | no change |
| 252 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.2M | 3,605 | +4 | add |
| 253 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.1M | 3,499 | −11 | trim |
| 254 | MACQUARIE GROUP LTD | $2.1M | 3,486 | −219 | trim |
| 255 | Kestra Advisory Services, LLC | $2.1M | 3,418 | −422 | trim |
| 256 | SANDLER CAPITAL MANAGEMENT | $2.1M | 3,403 | −1,445 | trim |
| 257 | Hudson Bay Capital Management LP | $2.0M | 3,346 | −18,476 | trim |
| 258 | Steadtrust LLC | $2.0M | 3,316 | 0 | no change |
| 259 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.9M | 3,054 | +594 | add |
| 260 | Codex Capital Asset Management L.L.C. | $1.9M | 3,100 | 0 | no change |
| 261 | Virtus Investment Advisers, LLC | $1.9M | 3,080 | +3,080 | new |
| 262 | Beacon Pointe Advisors, LLC | $1.8M | 2,969 | +2,402 | add |
| 263 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.8M | 2,956 | +1,100 | add |
| 264 | INTECH INVESTMENT MANAGEMENT LLC | $1.8M | 2,924 | −676 | trim |
| 265 | Summit Trail Advisors, LLC | $1.8M | 2,921 | −642 | trim |
| 266 | TWO SIGMA SECURITIES, LLC | $1.8M | 2,910 | +2,910 | new |
| 267 | Fisher Asset Management, LLC | $1.8M | 2,901 | −386 | trim |
| 268 | Candriam S.C.A. | $1.8M | 2,896 | +232 | add |
| 269 | QRG CAPITAL MANAGEMENT, INC. | $1.7M | 2,869 | +244 | add |
| 270 | FRANKLIN RESOURCES INC | $1.7M | 2,861 | −5 | trim |
| 271 | MIZUHO SECURITIES USA LLC | $1.7M | 2,838 | −581 | trim |
| 272 | MML INVESTORS SERVICES, LLC | $1.7M | 2,729 | +48 | add |
| 273 | NORDEA INVESTMENT MANAGEMENT AB | $1.6M | 2,759 | +11 | add |
| 274 | Norinchukin Bank, The | $1.6M | 2,701 | +17 | add |
| 275 | HARTFORD INVESTMENT MANAGEMENT CO | $1.6M | 2,678 | −32 | trim |
| 276 | Empowered Funds, LLC | $1.6M | 2,675 | +2,675 | new |
| 277 | BALYASNY ASSET MANAGEMENT L.P. | $1.6M | 2,609 | +1,041 | add |
| 278 | Jefferies Financial Group Inc. | $1.6M | 2,596 | −1,208 | trim |
| 279 | Fideuram Asset Management (Ireland) dac | $1.6M | 2,723 | +2,682 | add |
| 280 | YACKTMAN ASSET MANAGEMENT LP | $1.5M | 2,500 | +400 | add |
| 281 | Maridea Wealth Management LLC | $1.5M | 2,485 | +2,485 | new |
| 282 | IPG Investment Advisors LLC | $1.5M | 2,443 | +2,443 | new |
| 283 | AG2R LA MONDIALE GESTION D'ACTIFS | $1.5M | 2,436 | −277 | trim |
| 284 | Farmers & Merchants Trust Co of Long Beach | $1.4M | 2,379 | 0 | no change |
| 285 | GREENLEAF TRUST | $1.4M | 2,366 | +22 | add |
| 286 | Maryland State Retirement & Pension System | $1.4M | 2,352 | +93 | add |
| 287 | Oak Thistle LLC | $1.4M | 2,329 | +2,329 | new |
| 288 | BW Gestao de Investimentos Ltda. | $1.4M | 2,300 | +2,300 | new |
| 289 | Themes Management Co LLC | $1.4M | 2,295 | +946 | add |
| 290 | CHOREO, LLC | $1.4M | 2,289 | +564 | add |
| 291 | Orion Porfolio Solutions, LLC | $1.4M | 2,269 | +809 | add |
| 292 | 17 CAPITAL PARTNERS, LLC | $1.4M | 2,251 | −6 | trim |
| 293 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.4M | 2,261 | −207 | trim |
| 294 | Southeast Asset Advisors, LLC | $1.3M | 2,199 | −115 | trim |
| 295 | Lido Advisors, LLC | $1.3M | 2,178 | −177 | trim |
| 296 | Sequoia Financial Advisors, LLC | $1.3M | 2,165 | +85 | add |
| 297 | GUIDANCE CAPITAL, INC | $1.3M | 2,036 | +2,036 | new |
| 298 | FULTON BANK, N.A. | $1.3M | 2,126 | +462 | add |
| 299 | Vontobel Holding Ltd. | $1.3M | 2,085 | −246 | trim |
| 300 | NOMURA HOLDINGS INC | $1.2M | 2,066 | +499 | add |
| 301 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 1,985 | −655 | trim |
| 302 | NATIXIS | $1.2M | 2,044 | −8,522 | trim |
| 303 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $1.2M | 2,044 | +174 | add |
| 304 | Brooklyn Investment Group | $1.2M | 1,974 | +819 | add |
| 305 | GLENMEDE TRUST CO NA | $1.2M | 1,967 | +13 | add |
| 306 | FOX RUN MANAGEMENT, L.L.C. | $1.2M | 2,024 | +1,053 | add |
| 307 | BOOTHBAY FUND MANAGEMENT, LLC | $1.2M | 1,943 | +1,416 | add |
| 308 | Nvest Financial, LLC | $1.2M | 1,932 | +84 | add |
| 309 | MUFG Securities EMEA plc | $1.2M | 1,924 | 0 | no change |
| 310 | Stratos Wealth Partners, LTD. | $1.1M | 1,900 | +335 | add |
| 311 | NLB Skladi, upravljanje premozenja, d.o.o. | $1.1M | 1,900 | +500 | add |
| 312 | SteelPeak Wealth, LLC | $1.1M | 1,871 | +982 | add |
| 313 | Gibbs Wealth Management | $1.1M | 1,862 | +189 | add |
| 314 | COMMERCE BANK | $1.1M | 1,838 | +8 | add |
| 315 | Woodline Partners LP | $1.1M | 1,832 | −39,508 | trim |
| 316 | MITCHELL & PAHL PRIVATE WEALTH, LLC | $1.1M | 1,831 | −9 | trim |
| 317 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.1M | 1,828 | +65 | add |
| 318 | INCEPTIONR LLC | $1.1M | 1,797 | +1,797 | new |
| 319 | COLDSTREAM CAPITAL MANAGEMENT INC | $1.1M | 1,797 | +304 | add |
| 320 | Central Pacific Bank - Trust Division | $1.1M | 1,792 | +1,154 | add |
| 321 | DAVENPORT & Co LLC | $1.1M | 1,785 | +302 | add |
| 322 | Physician Wealth Advisors, Inc. | $1.1M | 1,783 | +1 | add |
| 323 | Quantum Private Wealth, LLC | $1.1M | 1,781 | +51 | add |
| 324 | 1248 Management, LLC | $1.1M | 1,744 | 0 | no change |
| 325 | Focus Partners Wealth | $1.0M | 1,729 | +79 | add |
| 326 | WIN ADVISORS, INC | $1.0M | 1,728 | +1,728 | new |
| 327 | WEALTH ALLIANCE, LLC | $1.0M | 1,695 | −90 | trim |
| 328 | NISA INVESTMENT ADVISORS, LLC | $1.0M | 1,670 | −63 | trim |
| 329 | TWIN CAPITAL MANAGEMENT INC | $1.0M | 1,660 | +1,660 | new |
| 330 | Blue Trust, Inc. | $1.0M | 1,655 | −27 | trim |
| 331 | RICE HALL JAMES & ASSOCIATES, LLC | $986K | 1,629 | −122 | trim |
| 332 | Ballentine Partners, LLC | $963K | 1,591 | +1,088 | add |
| 333 | Net Worth Advisory Group | $952K | 1,574 | −122 | trim |
| 334 | Sterling Capital Management LLC | $947K | 1,566 | −1,190 | trim |
| 335 | Empirical Finance, LLC | $929K | 1,536 | −1 | trim |
| 336 | Laird Norton Wetherby Trust Company, LLC | $911K | 1,506 | −328 | trim |
| 337 | Concentric Capital Strategies, LP | $911K | 1,505 | −2,118 | trim |
| 338 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $909K | 1,503 | +2 | add |
| 339 | DDFG, Inc | $908K | 1,500 | 0 | no change |
| 340 | Pier Capital, LLC | $900K | 1,488 | −54 | trim |
| 341 | ELEVATION POINT WEALTH PARTNERS, LLC | $892K | 1,475 | +551 | add |
| 342 | Kesler, Norman & Wride, LLC | $889K | 1,470 | −24 | trim |
| 343 | QUADRANT CAPITAL GROUP LLC | $847K | 1,400 | +737 | add |
| 344 | Envestnet Portfolio Solutions, Inc. | $845K | 1,396 | −431 | trim |
| 345 | Baird Financial Group, Inc. | $843K | 1,394 | +1,394 | new |
| 346 | Allianz Asset Management GmbH | $840K | 1,388 | −20,473 | trim |
| 347 | Retireful, LLC | $820K | 1,356 | +1,356 | new |
| 348 | Impact Capital Partners LLC | $817K | 1,350 | −123 | trim |
| 349 | North Dakota State Investment Board | $813K | 1,344 | −250 | trim |
| 350 | Metis Global Partners, LLC | $803K | 1,328 | −161 | trim |
| 351 | Andra AP-fonden | $799K | 1,320 | −9,780 | trim |
| 352 | MUFG SECURITIES AMERICAS INC. | $786K | 1,299 | +35 | add |
| 353 | REGIONS FINANCIAL CORP | $773K | 1,278 | 0 | no change |
| 354 | E Fund Management Co., Ltd. | $771K | 1,275 | — | no prior |
| 355 | Rodgers Brothers Inc. | $769K | 1,271 | 0 | no change |
| 356 | SECURIAN ASSET MANAGEMENT, INC | $767K | 1,268 | 0 | no change |
| 357 | AE Wealth Management LLC | $765K | 1,264 | +62 | add |
| 358 | Mendel Money Management | $746K | 1,233 | 0 | no change |
| 359 | SILVER OAK SECURITIES, INCORPORATED | $745K | 1,231 | +319 | add |
| 360 | BENJAMIN EDWARDS INC | $719K | 1,188 | −3 | trim |
| 361 | Mutual Advisors, LLC | $711K | 1,176 | −89 | trim |
| 362 | NWF Advisory Services Inc. | $702K | 1,160 | 0 | no change |
| 363 | Farringdon Capital, Ltd. | $698K | 1,153 | +500 | add |
| 364 | ClearAlpha Technologies LP | $687K | 1,136 | +1,136 | new |
| 365 | NORDEN GROUP LLC | $680K | 1,124 | −59 | trim |
| 366 | LVW Advisors, LLC | $679K | 1,123 | −128 | trim |
| 367 | EMERALD ADVISERS, LLC | $678K | 1,121 | 0 | no change |
| 368 | CONGRESS ASSET MANAGEMENT CO | $662K | 1,095 | −1,092 | trim |
| 369 | PKS Advisory Services, LLC | $661K | 1,092 | 0 | no change |
| 370 | Tower Research Capital LLC (TRC) | $660K | 1,091 | −89 | trim |
| 371 | HB Wealth Management, LLC | $648K | 1,070 | +175 | add |
| 372 | Fifth Third Wealth Advisors LLC | $645K | 1,066 | +113 | add |
| 373 | Portside Wealth Group, LLC | $626K | 1,035 | −310 | trim |
| 374 | GC Wealth Management RIA, LLC | $620K | 1,025 | −6 | trim |
| 375 | CORSAIR CAPITAL MANAGEMENT, L.P. | $605K | 1,000 | +1,000 | new |
| 376 | GUGGENHEIM CAPITAL LLC | $601K | 993 | −76 | trim |
| 377 | Advisory Alpha, LLC | $598K | 988 | +129 | add |
| 378 | EVERPAR ADVISORS LLC | $598K | 988 | −32 | trim |
| 379 | Charter Capital Management, LLC\DE | $572K | 946 | 0 | no change |
| 380 | Crumly & Associates Inc. | $571K | 943 | +56 | add |
| 381 | Pinnacle Financial Partners, Inc. | $566K | 936 | +936 | new |
| 382 | EVOLVE PRIVATE WEALTH, LLC | $564K | 932 | +31 | add |
| 383 | Intesa Sanpaolo S.p.A. | $557K | 921 | +240 | add |
| 384 | EP Wealth Advisors, LLC | $557K | 920 | +460 | add |
| 385 | Trexquant Investment LP | $546K | 903 | −197 | trim |
| 386 | Yorktown Management & Research Co Inc | $545K | 900 | 0 | no change |
| 387 | Corient IA LLC | $538K | 890 | −110 | trim |
| 388 | Snowden Capital Advisors LLC | $529K | 874 | −83 | trim |
| 389 | Beverly Hills Private Wealth, LLC | $529K | 874 | −33 | trim |
| 390 | EntryPoint Capital, LLC | $525K | 868 | −282 | trim |
| 391 | ZACKS INVESTMENT MANAGEMENT | $524K | 866 | −842 | trim |
| 392 | MOODY ALDRICH PARTNERS LLC | $520K | 860 | −19 | trim |
| 393 | NORTHSTAR ASSET MANAGEMENT INC | $511K | 844 | −4 | trim |
| 394 | Steward Partners Investment Advisory, LLC | $492K | 814 | +35 | add |
| 395 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $491K | 811 | +811 | new |
| 396 | Frank, Rimerman Advisors LLC | $488K | 806 | +36 | add |
| 397 | Private Advisor Group, LLC | $484K | 800 | +45 | add |
| 398 | SIGNATUREFD, LLC | $483K | 799 | +59 | add |
| 399 | CATALYST FINANCIAL PARTNERS LLC | $481K | 795 | +795 | new |
| 400 | Verition Fund Management LLC | $475K | 785 | −11,184 | trim |
| 401 | TEMA ETFS LLC | $471K | 779 | 0 | no change |
| 402 | Banque Transatlantique SA | $467K | 772 | +772 | new |
| 403 | Heritage Family Offices, LLP | $465K | 769 | −277 | trim |
| 404 | Meiji Yasuda Asset Management Co Ltd. | $453K | 749 | +4 | add |
| 405 | PERSONAL CFO SOLUTIONS, LLC | $449K | 742 | −66 | trim |
| 406 | Third View Private Wealth, LLC | $440K | 727 | −57 | trim |
| 407 | FLAGSHIP HARBOR ADVISORS, LLC | $437K | 722 | +722 | new |
| 408 | CWM, LLC | $431K | 713 | +42 | add |
| 409 | Heritage Wealth Advisors | $428K | 708 | 0 | no change |
| 410 | Vise Technologies, Inc. | $426K | 834 | 0 | no change |
| 411 | TEACHER RETIREMENT SYSTEM OF TEXAS | $424K | 700 | −851 | trim |
| 412 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $424K | 700 | +700 | new |
| 413 | Wedmont Private Capital | $423K | 640 | +35 | add |
| 414 | Linscomb Wealth, Inc. | $420K | 695 | 0 | no change |
| 415 | CenterBook Partners LP | $416K | 688 | +688 | new |
| 416 | Thrive Wealth Management, LLC | $408K | 674 | −41 | trim |
| 417 | INSIGNEO ADVISORY SERVICES, LLC | $408K | 674 | −84 | trim |
| 418 | Facet Wealth, Inc. | $405K | 669 | −1 | trim |
| 419 | Leonteq Securities AG | $404K | 667 | +12 | add |
| 420 | Hennion & Walsh Asset Management, Inc. | $404K | 667 | +24 | add |
| 421 | PRUDENTIAL PLC | $402K | 665 | +665 | new |
| 422 | Siemens Fonds Invest GmbH | $402K | 665 | 0 | no change |
| 423 | Allworth Financial LP | $399K | 659 | +105 | add |
| 424 | Hyperion Capital Advisors LP | $393K | 650 | 0 | no change |
| 425 | WEDGE CAPITAL MANAGEMENT L L P/NC | $393K | 649 | −967 | trim |
| 426 | AIA Group Ltd | $393K | 649 | −1,629 | trim |
| 427 | WEXFORD CAPITAL LP | $392K | 648 | +193 | add |
| 428 | Ifrah Financial Services, Inc. | $385K | 637 | −22 | trim |
| 429 | Cresset Asset Management, LLC | $379K | 627 | −146 | trim |
| 430 | MGO ONE SEVEN LLC | $375K | 620 | +79 | add |
| 431 | AlphaCore Capital LLC | $371K | 614 | −162 | trim |
| 432 | Summit Financial, LLC | $365K | 604 | −4 | trim |
| 433 | Lakeridge Wealth Management LLC | $365K | 603 | +1 | add |
| 434 | Ascent Group, LLC | $364K | 602 | +12 | add |
| 435 | Clarity Capital Advisors, LLC | $363K | 600 | 0 | no change |
| 436 | Merit Financial Group, LLC | $361K | 596 | +129 | add |
| 437 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $361K | 596 | +143 | add |
| 438 | Storgate, LLC | $359K | 594 | +83 | add |
| 439 | STEPHENS INC /AR/ | $355K | 587 | +82 | add |
| 440 | SAGESPRING WEALTH PARTNERS, LLC | $350K | 579 | +46 | add |
| 441 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $348K | 563 | −66 | trim |
| 442 | Portfolio Design Labs, LLC | $342K | 565 | −4 | trim |
| 443 | INTRUST BANK NA | $341K | 564 | 0 | no change |
| 444 | PROFUND ADVISORS LLC | $341K | 563 | −148 | trim |
| 445 | Ramirez Asset Management, Inc. | $339K | 561 | 0 | no change |
| 446 | Capital Wealth Planning, LLC | $338K | 558 | +4 | add |
| 447 | Texas Capital Bank Wealth Management Services Inc | $337K | 557 | −113 | trim |
| 448 | Modern Wealth Management, LLC | $329K | 533 | −153 | trim |
| 449 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $329K | 544 | +544 | new |
| 450 | Apollon Wealth Management, LLC | $329K | 544 | +9 | add |
| 451 | CCG WEALTH MANAGEMENT, LLC | $327K | 540 | +7 | add |
| 452 | OPPENHEIMER ASSET MANAGEMENT INC. | $316K | 522 | +75 | add |
| 453 | Trust Asset Management LLC | $314K | 519 | 0 | no change |
| 454 | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | $309K | 511 | +511 | new |
| 455 | Curated Wealth Partners LLC | $304K | 502 | +31 | add |
| 456 | Columbia Bank | $304K | 502 | +4 | add |
| 457 | Midwest Professional Planners, LTD. | $299K | 494 | +15 | add |
| 458 | Independent Advisor Alliance | $298K | 493 | −17 | trim |
| 459 | Savant Capital, LLC | $295K | 488 | +58 | add |
| 460 | Tannin Capital LLC | $293K | 484 | −32 | trim |
| 461 | Advisors Capital Management, LLC | $291K | 481 | −86 | trim |
| 462 | TruNorth Capital Management, LLC | $290K | 480 | 0 | no change |
| 463 | TRUE Private Wealth Advisors | $290K | 478 | +38 | add |
| 464 | KESTRA PRIVATE WEALTH SERVICES, LLC | $289K | 478 | +64 | add |
| 465 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $288K | 449 | −144 | trim |
| 466 | NewEdge Advisors, LLC | $284K | 470 | +470 | new |
| 467 | MISSION WEALTH MANAGEMENT, LP | $277K | 458 | +5 | add |
| 468 | PATTON FUND MANAGEMENT, INC. | $276K | 456 | 0 | no change |
| 469 | ANCHYRA PARTNERS LLC | $273K | 452 | +35 | add |
| 470 | Concurrent Investment Advisors, LLC | $272K | 450 | −377 | trim |
| 471 | BDFS Capital LLC | $266K | 440 | 0 | no change |
| 472 | Moors & Cabot, Inc. | $266K | 439 | −204 | trim |
| 473 | MONTAG A & ASSOCIATES INC | $262K | 434 | +1 | add |
| 474 | Savvy Advisors, Inc. | $259K | 428 | +428 | new |
| 475 | Ameritas Investment Partners, Inc. | $258K | 427 | 0 | no change |
| 476 | SPIREPOINT PRIVATE CLIENT, LLC | $255K | 422 | −34 | trim |
| 477 | OLD NATIONAL BANCORP /IN/ | $254K | 420 | +420 | new |
| 478 | HM PAYSON & CO | $253K | 418 | 0 | no change |
| 479 | STUDIO INVESTMENT MANAGEMENT LLC | $252K | 417 | +417 | new |
| 480 | Tuttle Capital Management, LLC | $252K | 416 | +416 | new |
| 481 | Checchi Capital Advisers, LLC | $250K | 413 | +413 | new |
| 482 | Qtron Investments LLC | $247K | 408 | 0 | no change |
| 483 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $245K | 405 | +10 | add |
| 484 | Acropolis Investment Management, LLC | $242K | 400 | −33 | trim |
| 485 | DV Trading LLC | $242K | 400 | +400 | new |
| 486 | Fortune Financial Advisors, LLC | $241K | 399 | +399 | new |
| 487 | West Family Investments, Inc. | $238K | 394 | −300 | trim |
| 488 | Simplicity Wealth,LLC | $238K | 394 | +394 | new |
| 489 | DRIVE WEALTH MANAGEMENT, LLC | $238K | 393 | +393 | new |
| 490 | Goldstein Advisors, LLC | $238K | 393 | −30 | trim |
| 491 | Livet Wealth, LLC | $238K | 393 | −32 | trim |
| 492 | Cambria Investment Management, L.P. | $235K | 388 | −144 | trim |
| 493 | Polymer Capital Management (US) LLC | $234K | 387 | −1,386 | trim |
| 494 | Triad Wealth Partners, LLC | $234K | 387 | +387 | new |
| 495 | OpenArc Corporate Advisory, LLC | $234K | 387 | +387 | new |
| 496 | MATHER GROUP, LLC. | $231K | 382 | +382 | new |
| 497 | Miller Investment Management, LP | $231K | 381 | +381 | new |
| 498 | Shepherd Financial Partners LLC | $227K | 376 | +376 | new |
| 499 | Per Stirling Capital Management, LLC. | $227K | 375 | +375 | new |
| 500 | Orion Capital Management LLC | $227K | 375 | 0 | no change |