| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $186.0M | 1.3M | Trimmed |
| 2 | Mariner, LLC | $92.4M | 631,787 | Trimmed |
| 3 | MORGAN STANLEY | $46.5M | 317,517 | Added |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | $37.8M | 258,164 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $33.4M | 228,433 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $26.8M | 183,176 | Trimmed |
| 7 | Gryphon Financial Partners LLC | $23.3M | 159,508 | Added |
| 8 | LPL Financial LLC | $23.0M | 157,225 | Added |
| 9 | Stordahl Capital Management, Inc. | $21.4M | 146,074 | Added |
| 10 | UBS Group AG | $17.0M | 116,061 | Trimmed |
| 11 | LJI Wealth Management, LLC | $14.7M | 100,227 | Trimmed |
| 12 | BANK OF AMERICA CORP /DE/ | $13.6M | 92,961 | Added |
| 13 | Cetera Investment Advisers | $12.7M | 86,814 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $12.3M | 84,284 | Added |
| 15 | PEAPACK GLADSTONE FINANCIAL CORP | $11.9M | 81,167 | Added |
| 16 | Baird Financial Group, Inc. | $9.9M | 67,618 | Trimmed |
| 17 | BALANCED WEALTH GROUP LLC | $9.7M | 66,125 | Added |
| 18 | Baron Wealth Management LLC | $8.7M | 59,722 | Added |
| 19 | Miracle Mile Advisors, LLC | $8.2M | 56,099 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $7.4M | 51,352 | Added |
| 21 | HARBOUR INVESTMENTS, INC. | $7.3M | 49,785 | Added |
| 22 | Savant Capital, LLC | $6.8M | 50,262 | Added |
| 23 | ESG Planning DBA Harper Investing | $6.5M | 44,466 | Added |
| 24 | MidFirst Bank | $5.6M | 37,998 | Added |
| 25 | STEPHEN J. GARRY & ASSOCIATES, LLC | $5.4M | 37,208 | Added |