| 1 | JPMORGAN CHASE & CO | $461.8M | 4.2M | Trimmed |
| 2 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $257.0M | 2.4M | Trimmed |
| 3 | Sixth Street Partners Management Company, L.P. | $132.6M | 1.2M | New |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $132.6M | 1.2M | New |
| 5 | Alaska Permanent Capital Management, LLC | $52.6M | 489,700 | Trimmed |
| 6 | Global Endowment Management, LP | $45.8M | 427,282 | Trimmed |
| 7 | HighTower Advisors, LLC | $41.1M | 383,317 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $39.5M | 368,677 | Trimmed |
| 9 | Bleakley Financial Group, LLC | $32.2M | 299,734 | Added |
| 10 | Alaska Wealth Advisors | $30.3M | 282,332 | Trimmed |
| 11 | Concurrent Investment Advisors, LLC | $15.7M | 146,193 | Added |
| 12 | MORGAN STANLEY | $15.7M | 145,917 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.5M | 135,484 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $2.9M | 26,907 | New |
| 15 | LPL Financial LLC | $2.9M | 26,825 | Added |
| 16 | Corient Private Wealth LLC | $2.7M | 25,387 | Trimmed |
| 17 | GOLDMAN SACHS GROUP INC | $2.6M | 23,887 | Added |
| 18 | UBS Group AG | $1.1M | 9,883 | Added |
| 19 | Private Advisor Group, LLC | $905,336 | 8,440 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $875,001 | 8,157 | Added |
| 21 | IFC & Insurance Marketing, Inc. | $633,966 | 5,910 | Added |
| 22 | D. E. Shaw & Co., Inc. | $534,955 | 4,987 | New |
| 23 | CITADEL ADVISORS LLC | $470,593 | 4,387 | Trimmed |
| 24 | Peterson Wealth Advisors, LLC | $449,016 | 4,186 | Added |
| 25 | Gladstone Institutional Advisory LLC | $340,582 | 3,175 | Added |