| 1 | ASSETMARK, INC | $528.2M | 10.3M | Added |
| 2 | TRUIST FINANCIAL CORP | $521.1M | 10.2M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $330.2M | 6.4M | Trimmed |
| 4 | State of New Jersey Common Pension Fund D | $194.9M | 3.8M | New |
| 5 | Asset Management One Co., Ltd. | $154.0M | 3.0M | Added |
| 6 | Avidian Wealth Enterprises, LLC | $90.1M | 1.8M | Added |
| 7 | North Dakota State Investment Board | $76.9M | 1.5M | Trimmed |
| 8 | Crestwood Advisors Group, LLC | $37.0M | 721,501 | Added |
| 9 | Trilogy Capital Inc. | $36.6M | 713,361 | Added |
| 10 | Mirae Asset Global Investments Co., Ltd. | $34.6M | 674,155 | Added |
| 11 | FULTON BREAKEFIELD BROENNIMAN LLC | $33.5M | 652,977 | Trimmed |
| 12 | DIVERSIFY WEALTH MANAGEMENT, LLC | $31.1M | 616,934 | Added |
| 13 | New Jersey Better Educational Savings Trust | $26.0M | 507,693 | Hold |
| 14 | SECURIAN ASSET MANAGEMENT, INC | $21.8M | 430,517 | Trimmed |
| 15 | ST GERMAIN D J CO INC | $21.3M | 415,596 | Added |
| 16 | McKinley Carter Wealth Services, Inc. | $20.5M | 399,288 | Added |
| 17 | RATIONAL ADVISORS, INC. | $14.4M | 281,728 | New |
| 18 | Robertson Stephens Wealth Management, LLC | $12.5M | 242,928 | Added |
| 19 | Westover Capital Advisors, LLC | $11.2M | 217,402 | Trimmed |
| 20 | SIMA Wealth Partners, LLC | $10.1M | 197,581 | Added |
| 21 | Premier Path Wealth Partners, LLC | $10.1M | 196,794 | Added |
| 22 | Glassy Mountain Advisors, Inc. | $10.0M | 195,683 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 187,320 | Added |
| 24 | Merit Financial Group, LLC | $8.5M | 166,298 | Trimmed |
| 25 | EverSource Wealth Advisors, LLC | $8.4M | 164,247 | Added |