| 1 | State Insurance Fund | $216.0M | 2.7M | Hold |
| 2 | Wealthspire Advisors, LLC | $61.6M | 769,423 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $44.1M | 551,224 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $24.0M | 299,244 | Trimmed |
| 5 | Rossby Financial, LCC | $17.7M | 219,195 | Added |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $17.2M | 215,133 | Trimmed |
| 7 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $15.5M | 194,111 | Added |
| 8 | EP Wealth Advisors, LLC | $10.0M | 124,951 | New |
| 9 | Focus Partners Wealth | $8.9M | 111,754 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $8.7M | 109,068 | Added |
| 11 | Joel Adams & Associates, Inc. | $7.8M | 97,652 | Added |
| 12 | North Berkeley Wealth Management, LLC | $6.8M | 84,823 | Added |
| 13 | CWM, LLC | $6.1M | 75,860 | Added |
| 14 | Sound Portfolio Advisors, LLC | $5.5M | 68,670 | Added |
| 15 | Modern Wealth Management, LLC | $5.0M | 61,965 | Added |
| 16 | Global Endowment Management, LP | $4.9M | 61,692 | Added |
| 17 | Riverwater Partners LLC | $4.7M | 58,304 | Added |
| 18 | Fiduciary Trust Co | $4.1M | 51,060 | Added |
| 19 | Creative Planning | $4.0M | 49,887 | Added |
| 20 | Atria Investments, Inc | $3.6M | 45,094 | New |
| 21 | Sandbox Financial Partners, LLC | $3.5M | 44,150 | Trimmed |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 37,439 | Added |
| 23 | TRILLIUM ASSET MANAGEMENT, LLC | $2.7M | 33,439 | Added |
| 24 | Beacon Pointe Advisors, LLC | $2.5M | 30,904 | New |
| 25 | HighTower Advisors, LLC | $2.5M | 30,847 | Added |