| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.30B | 28.0M | Trimmed |
| 2 | MORGAN STANLEY | $27.9M | 601,979 | Added |
| 3 | GHP Investment Advisors, Inc. | $27.8M | 600,222 | Added |
| 4 | EXENCIAL WEALTH ADVISORS, LLC | $25.8M | 556,861 | Trimmed |
| 5 | Focus Partners Wealth | $23.4M | 504,743 | Added |
| 6 | Kelman-Lazarov, Inc. | $23.0M | 496,936 | Added |
| 7 | Prairiewood Capital, LLC | $14.0M | 301,819 | Added |
| 8 | High Probability Advisors, LLC | $13.4M | 289,799 | Added |
| 9 | VICTORY CAPITAL MANAGEMENT INC | $13.0M | 281,277 | Trimmed |
| 10 | COLLECTIVE FAMILY OFFICE LLC | $11.4M | 245,840 | Added |
| 11 | Charles Schwab Trust Co | $10.6M | 228,411 | Added |
| 12 | Opes Wealth Management LLC | $10.5M | 225,489 | Added |
| 13 | CWM, LLC | $9.9M | 212,911 | Added |
| 14 | Geneos Wealth Management Inc. | $9.5M | 203,934 | Trimmed |
| 15 | Cherry Tree Wealth Management, LLC | $8.4M | 180,312 | Trimmed |
| 16 | UBS Group AG | $8.1M | 175,564 | Trimmed |
| 17 | Breakwater Capital Group | $8.1M | 174,455 | Added |
| 18 | Creative Planning | $7.6M | 163,886 | Added |
| 19 | Bell Investment Advisors, Inc | $7.6M | 163,451 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $7.2M | 155,255 | Added |
| 21 | Shore Point Advisors, LLC | $6.6M | 171,701 | Trimmed |
| 22 | ABBINGTON INVESTMENT GROUP | $6.3M | 135,009 | Trimmed |
| 23 | CLUNE & ASSOCIATES, LTD. | $5.6M | 119,760 | Trimmed |
| 24 | CITADEL ADVISORS LLC | $5.4M | 116,446 | Trimmed |
| 25 | Dynamic Advisor Solutions LLC | $5.3M | 113,807 | Trimmed |