| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $162.7M | 1.3M | Trimmed |
| 2 | Mariner, LLC | $79.5M | 635,630 | Trimmed |
| 3 | MORGAN STANLEY | $30.5M | 244,095 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $29.9M | 239,206 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $28.1M | 224,875 | Added |
| 6 | MONETA GROUP INVESTMENT ADVISORS LLC | $26.9M | 215,514 | Added |
| 7 | Stordahl Capital Management, Inc. | $18.2M | 145,424 | Added |
| 8 | Gryphon Financial Partners LLC | $17.5M | 139,630 | Added |
| 9 | LPL Financial LLC | $16.1M | 128,414 | Trimmed |
| 10 | UBS Group AG | $15.5M | 124,248 | Added |
| 11 | LJI Wealth Management, LLC | $15.2M | 121,489 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $11.5M | 91,669 | Added |
| 13 | Cetera Investment Advisers | $10.6M | 85,050 | Added |
| 14 | Kingsview Wealth Management, LLC | $10.2M | 81,601 | New |
| 15 | PEAPACK GLADSTONE FINANCIAL CORP | $9.7M | 77,317 | Added |
| 16 | Baird Financial Group, Inc. | $8.8M | 70,192 | Added |
| 17 | Kestra Advisory Services, LLC | $8.1M | 64,402 | Added |
| 18 | Miracle Mile Advisors, LLC | $7.0M | 56,181 | Trimmed |
| 19 | Baron Wealth Management LLC | $6.3M | 50,414 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $6.0M | 47,755 | Added |
| 21 | WELLS FARGO & COMPANY/MN | $5.6M | 44,852 | Trimmed |
| 22 | ESG Planning DBA Harper Investing | $5.0M | 39,618 | Added |
| 23 | STEPHEN J. GARRY & ASSOCIATES, LLC | $4.6M | 37,190 | Added |
| 24 | JPMORGAN CHASE & CO | $4.6M | 38,122 | Trimmed |
| 25 | Drucker Wealth 3.0, LLC | $4.6M | 36,641 | Added |