| 1 | JPMORGAN CHASE & CO | $1.25B | 25.2M | Added |
| 2 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $438.4M | 8.8M | New |
| 3 | WELLS FARGO & COMPANY/MN | $179.9M | 3.6M | Added |
| 4 | Bramshill Investments, LLC | $154.4M | 3.1M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $148.9M | 3.0M | Trimmed |
| 6 | Kensington Asset Management, LLC | $142.1M | 2.9M | Added |
| 7 | LPL Financial LLC | $125.8M | 2.5M | Added |
| 8 | Blue Trust, Inc. | $100.0M | 2.0M | Added |
| 9 | HighTower Advisors, LLC | $87.6M | 1.8M | Added |
| 10 | Avion Wealth | $71.3M | 1.4M | Added |
| 11 | Wharton Business Group, LLC | $70.9M | 1.4M | Added |
| 12 | Pacific Center for Financial Services | $55.9M | 1.1M | Added |
| 13 | Allspring Global Investments Holdings, LLC | $44.3M | 893,268 | Added |
| 14 | Clearstead Advisors, LLC | $43.8M | 881,609 | New |
| 15 | Charter Oak Capital Management, LLC | $43.5M | 872,856 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $41.5M | 833,617 | Added |
| 17 | Royal Bank of Canada | $34.7M | 696,300 | Added |
| 18 | Red Wave Investments LLC | $32.9M | 660,081 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $32.2M | 646,922 | Added |
| 20 | CAPITAL ADVISORS INC/OK | $28.9M | 580,847 | New |
| 21 | Fortitude Advisory Group L.L.C. | $27.3M | 548,519 | Added |
| 22 | 55 North Private Wealth, LLC | $26.2M | 527,010 | Added |
| 23 | Waverly Advisors, LLC | $25.9M | 521,180 | Added |
| 24 | Fonville Wealth Management LLC | $24.6M | 494,490 | Added |
| 25 | Alpha Omega Wealth Management LLC | $24.5M | 491,571 | Added |