| 1 | RENAISSANCERE HOLDINGS LTD | $236.5M | 5.1M | Hold |
| 2 | FACTORY MUTUAL INSURANCE CO | $99.0M | 2.1M | Hold |
| 3 | LPL Financial LLC | $73.4M | 1.6M | Added |
| 4 | Wealthspire Advisors, LLC | $72.0M | 1.5M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $68.0M | 1.5M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $34.7M | 741,981 | Trimmed |
| 7 | Apollon Wealth Management, LLC | $32.3M | 691,210 | Added |
| 8 | MORGAN STANLEY | $31.4M | 672,278 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $23.6M | 504,348 | Trimmed |
| 10 | SHP Wealth Management | $23.1M | 493,375 | Added |
| 11 | Savvy Advisors, Inc. | $21.7M | 463,561 | Added |
| 12 | Capital Investment Counsel, LLC | $20.8M | 444,243 | Added |
| 13 | LIBERTY SQUARE WEALTH PARTNERS LLC | $20.5M | 438,332 | Added |
| 14 | Cornerstone Planning Group LLC | $18.7M | 402,928 | Added |
| 15 | MANNING & NAPIER ADVISORS LLC | $16.0M | 342,455 | Added |
| 16 | Boyd Wealth Management, LLC | $15.1M | 323,904 | Added |
| 17 | Avior Wealth Management, LLC | $14.9M | 319,480 | Added |
| 18 | IMA Advisory Services, Inc. | $13.9M | 297,804 | Added |
| 19 | Betterment LLC | $13.9M | 296,948 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $13.1M | 279,478 | Added |
| 21 | Cetera Investment Advisers | $11.5M | 245,107 | Trimmed |
| 22 | Outlook Wealth Advisors, LLC | $11.3M | 242,213 | Trimmed |
| 23 | TL Private Wealth | $11.2M | 241,161 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $9.5M | 204,131 | Added |
| 25 | State of New Jersey Common Pension Fund D | $9.4M | 200,000 | Hold |