| 1 | Miracle Mile Advisors, LLC | $127.2M | 2.7M | Added |
| 2 | State of New Jersey Common Pension Fund D | $83.2M | 1.8M | Added |
| 3 | Compass Wealth Management, LLC/GA | $29.4M | 618,752 | Trimmed |
| 4 | Parcion Private Wealth LLC | $20.2M | 425,835 | Added |
| 5 | Fonville Wealth Management LLC | $10.6M | 222,960 | Added |
| 6 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $10.1M | 213,160 | Added |
| 7 | STERLING INVESTMENT ADVISORS LLC /ADV | $8.6M | 180,540 | Added |
| 8 | Heck Capital Advisors, LLC | $7.9M | 165,932 | Added |
| 9 | COLTON GROOME FINANCIAL ADVISORS, LLC | $7.5M | 158,695 | Added |
| 10 | Procyon Advisors, LLC | $4.7M | 99,944 | Trimmed |
| 11 | Climber Capital SA | $4.4M | 117,982 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 82,709 | Trimmed |
| 13 | Clear Creek Financial Management, LLC | $3.8M | 80,355 | Added |
| 14 | ASSETMARK, INC | $3.3M | 68,872 | Trimmed |
| 15 | NorthCrest Asset Manangement, LLC | $3.0M | 64,170 | Added |
| 16 | PETRA FINANCIAL ADVISORS INC | $2.9M | 61,017 | Added |
| 17 | ISTHMUS PARTNERS, LLC | $2.9M | 59,976 | Hold |
| 18 | Mirae Asset Global Investments Co., Ltd. | $2.8M | 59,840 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 51,381 | Trimmed |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.2M | 47,684 | Trimmed |
| 21 | Dynamic Wealth Strategies, LLC | $1.6M | 34,134 | Added |
| 22 | LFA - Lugano Financial Advisors SA | $1.6M | 34,674 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $1.3M | 27,040 | Trimmed |
| 24 | BDFS Capital LLC | $1.2M | 26,233 | Added |
| 25 | Bigelow Investment Advisors, LLC | $1.2M | 25,235 | Trimmed |