| 1 | Treasurer of the State of North Carolina | $104.2M | 3.7M | New |
| 2 | Parcion Private Wealth LLC | $42.2M | 1.5M | New |
| 3 | LPL Financial LLC | $23.9M | 855,929 | Added |
| 4 | FFG Partners, LLC | $11.1M | 398,150 | New |
| 5 | PALLADIEM, LLC | $5.4M | 193,772 | New |
| 6 | MORGAN STANLEY | $5.1M | 181,007 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 175,163 | Added |
| 8 | Focus Financial Network, Inc. | $3.7M | 132,684 | New |
| 9 | Steward Partners Investment Advisory, LLC | $3.2M | 114,855 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.7M | 98,133 | Added |
| 11 | StoneX Group Inc. | $2.6M | 92,360 | Added |
| 12 | JONES FINANCIAL COMPANIES LLLP | $2.4M | 86,330 | Added |
| 13 | Royal Bank of Canada | $2.1M | 76,807 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 72,026 | Added |
| 15 | ARS Investment Partners, LLC | $2.0M | 70,801 | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $1.9M | 67,499 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $1.9M | 66,806 | New |
| 18 | Cetera Investment Advisers | $1.8M | 63,621 | Added |
| 19 | Wealthfront Advisers LLC | $1.7M | 59,637 | Added |
| 20 | Lionsbridge Wealth Management LLC | $1.6M | 57,096 | New |
| 21 | Mezzasalma Advisors, LLC | $1.6M | 55,795 | New |
| 22 | RATIONAL ADVISORS, INC. | $1.5M | 53,132 | Trimmed |
| 23 | Advisory Services Network, LLC | $1.4M | 51,783 | Added |
| 24 | HERITAGE OAK WEALTH ADVISORS LLC | $1.4M | 48,621 | New |
| 25 | Fisher Asset Management, LLC | $1.3M | 46,585 | Trimmed |