| 1 | State of New Jersey Common Pension Fund D | $233.4M | 1.5M | Hold |
| 2 | ASSETMARK, INC | $157.8M | 1.0M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $52.3M | 338,908 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $36.6M | 236,988 | Trimmed |
| 5 | St. Louis Trust Co | $36.2M | 23,478 | Hold |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $31.7M | 205,418 | Trimmed |
| 7 | Wedmont Private Capital | $27.5M | 177,618 | Trimmed |
| 8 | Apella Capital, LLC | $26.2M | 170,488 | Added |
| 9 | Galvin, Gaustad & Stein, LLC | $26.2M | 169,612 | Trimmed |
| 10 | Vontobel Holding Ltd. | $25.5M | 165,000 | Added |
| 11 | MATHER GROUP, LLC. | $21.0M | 135,927 | Trimmed |
| 12 | MilWealth Group LLC | $18.3M | 118,364 | Added |
| 13 | BlueSky Wealth Advisors, LLC | $17.6M | 113,969 | Added |
| 14 | ASPIRIANT, LLC | $14.6M | 94,513 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $13.4M | 86,800 | Added |
| 16 | Family CFO Inc | $12.8M | 82,953 | Added |
| 17 | Modera Wealth Management, LLC | $12.5M | 80,798 | Added |
| 18 | Columbus Macro, LLC | $11.7M | 75,961 | Trimmed |
| 19 | 25 LLC | $11.5M | 74,838 | Trimmed |
| 20 | Discipline Wealth Solutions, LLC | $11.4M | 73,774 | Added |
| 21 | IFG Advisors, LLC | $10.9M | 70,424 | Added |
| 22 | PRESILIUM PRIVATE WEALTH, LLC | $10.8M | 70,266 | Trimmed |
| 23 | Whitaker-Myers Wealth Managers, LTD. | $10.8M | 70,063 | Added |
| 24 | Grove Street Fiduciary, LLC | $10.4M | 67,205 | Trimmed |
| 25 | Newton One Investments LLC | $10.3M | 66,693 | Trimmed |