| 1 | Empower Advisory Group, LLC | $860.4M | 15.5M | Added |
| 2 | MORGAN STANLEY | $656.8M | 11.9M | Added |
| 3 | Voya Investment Management LLC | $471.4M | 8.5M | Added |
| 4 | NEPC LLC | $465.2M | 8.4M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $383.3M | 6.9M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $291.4M | 5.3M | Trimmed |
| 7 | Cassaday & Co Wealth Management LLC | $269.5M | 4.9M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $153.2M | 2.8M | Added |
| 9 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $148.9M | 2.7M | Added |
| 10 | Mirae Asset Global Investments Co., Ltd. | $131.5M | 2.4M | Trimmed |
| 11 | LPL Financial LLC | $126.7M | 2.3M | Added |
| 12 | Corient Private Wealth LLC | $85.6M | 1.5M | Trimmed |
| 13 | Strategic Financial Services, Inc. | $72.4M | 1.3M | Added |
| 14 | FIFTH THIRD BANCORP | $67.1M | 1.2M | Added |
| 15 | UBS Group AG | $61.8M | 1.1M | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $58.1M | 1.0M | Added |
| 17 | Prime Capital Investment Advisors, LLC | $57.4M | 1.0M | Trimmed |
| 18 | SCS Capital Management LLC | $56.7M | 1.0M | Added |
| 19 | Forum Financial Management, LP | $49.6M | 896,211 | Added |
| 20 | Rainwater Charitable Foundation | $49.1M | 886,452 | Hold |
| 21 | Bank of New York Mellon Corp | $48.0M | 867,085 | Added |
| 22 | CITIGROUP INC | $46.1M | 832,088 | Trimmed |
| 23 | Ironwood Wealth Management, LLC. | $44.8M | 809,466 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $44.5M | 804,115 | Added |
| 25 | ASSETMARK, INC | $44.4M | 802,468 | Added |