| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $214.1M | 2.9M | Trimmed |
| 2 | JPMORGAN CHASE & CO | $192.3M | 2.7M | Trimmed |
| 3 | Dynasty Wealth Management, LLC | $117.0M | 1.6M | Added |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $105.2M | 1.4M | Added |
| 5 | Sixth Street Partners Management Company, L.P. | $105.2M | 1.4M | New |
| 6 | SAGESPRING WEALTH PARTNERS, LLC | $104.1M | 1.4M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $94.0M | 1.3M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $64.2M | 876,080 | Added |
| 9 | MORGAN STANLEY | $61.9M | 844,813 | Added |
| 10 | LPL Financial LLC | $60.0M | 819,076 | Added |
| 11 | FMR LLC | $51.2M | 699,117 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $47.5M | 649,015 | Added |
| 13 | Annex Advisory Services, LLC | $46.7M | 637,191 | Added |
| 14 | Pure Financial Advisors, LLC | $42.8M | 584,650 | Added |
| 15 | Ascent Group, LLC | $42.4M | 578,242 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $32.5M | 443,265 | Trimmed |
| 17 | Larson Financial Group LLC | $32.1M | 437,503 | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $28.6M | 390,650 | Added |
| 19 | EVOLVE PRIVATE WEALTH, LLC | $27.4M | 373,728 | Added |
| 20 | Dynamic Advisor Solutions LLC | $25.2M | 344,188 | Added |
| 21 | Equitable Holdings, Inc. | $22.6M | 308,939 | Added |
| 22 | OLD MISSION CAPITAL LLC | $13.7M | 187,149 | Trimmed |
| 23 | Callan Family Office, LLC | $13.0M | 176,831 | Added |
| 24 | Frontier Asset Management, LLC | $12.1M | 165,234 | Added |
| 25 | Amplius Wealth Advisors, LLC | $11.6M | 159,010 | Added |