| 1 | Alaska Permanent Fund Corp | $23.4M | 158,073 | Trimmed |
| 2 | Berkeley, Inc | $7.6M | 53,132 | Added |
| 3 | Dynamic Advisor Solutions LLC | $6.2M | 43,231 | Trimmed |
| 4 | Provident Wealth Management, LLC | $6.0M | 41,601 | Added |
| 5 | Fifth Third Securities, Inc. | $4.7M | 32,573 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 14,603 | Trimmed |
| 7 | HF Advisory Group, LLC | $1.8M | 12,693 | Added |
| 8 | SOA Wealth Advisors, LLC. | $1.7M | 11,855 | Added |
| 9 | 21 West Wealth Management LLC | $1.6M | 11,302 | Trimmed |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.5M | 10,312 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.2M | 8,336 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 8,058 | Trimmed |
| 13 | TSFG, LLC | $1.1M | 7,596 | Trimmed |
| 14 | DIVERSIFY WEALTH MANAGEMENT, LLC | $636,084 | 4,292 | Added |
| 15 | Private Advisor Group, LLC | $537,607 | 3,758 | Added |
| 16 | Grey Fox Wealth Advisors, LLC | $450,795 | 3,151 | Added |
| 17 | Fermata Advisors, LLC | $426,534 | 2,981 | Added |
| 18 | RIA Advisory Group LLC | $408,667 | 2,857 | Trimmed |
| 19 | FARMERS & MERCHANTS INVESTMENTS INC | $335,059 | 2,342 | Added |
| 20 | Goldstein Advisors, LLC | $320,180 | 2,238 | Added |
| 21 | Scarborough Advisors, LLC | $309,078 | 2,142 | Trimmed |
| 22 | Keystone Financial Services, LLC | $262,298 | 1,833 | Added |
| 23 | PFG Advisors | $236,487 | 1,653 | Trimmed |
| 24 | ASPIRIANT, LLC | $200,148 | 1,399 | New |
| 25 | EverSource Wealth Advisors, LLC | $78,543 | 549 | Hold |