| 1 | California Public Employees Retirement System | $2.01B | 39.9M | Hold |
| 2 | JPMORGAN CHASE & CO | $51.0M | 1.0M | Added |
| 3 | BENJAMIN EDWARDS INC | $28.7M | 569,345 | Added |
| 4 | CMH Wealth Management LLC | $27.1M | 537,374 | Added |
| 5 | State of New Jersey Common Pension Fund D | $25.2M | 500,000 | New |
| 6 | SEI INVESTMENTS CO | $21.3M | 422,662 | New |
| 7 | ASSETMARK, INC | $14.9M | 295,226 | Added |
| 8 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 136,535 | Trimmed |
| 9 | MAGNOLIA CAPITAL ADVISORS LLC | $2.6M | 50,894 | Added |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $2.6M | 50,809 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 37,084 | New |
| 12 | PRINCIPAL SECURITIES, INC. | $1.9M | 36,840 | New |
| 13 | Concurrent Investment Advisors, LLC | $1.3M | 25,177 | Added |
| 14 | Farther Finance Advisors, LLC | $541,421 | 10,729 | Trimmed |
| 15 | LPL Financial LLC | $417,922 | 8,282 | New |
| 16 | Cadent Capital Advisors, LLC | $412,445 | 8,173 | Added |
| 17 | JONES FINANCIAL COMPANIES LLLP | $93,839 | 1,861 | New |
| 18 | MORGAN STANLEY | $45,415 | 900 | New |
| 19 | Continuum Advisory, LLC | $15,895 | 315 | New |
| 20 | Rossby Financial, LCC | $7,569 | 150 | Added |
| 21 | DHJJ Financial Advisors, Ltd. | $5,798 | 115 | Added |
| 22 | OSAIC HOLDINGS, INC. | $5,247 | 104 | New |
| 23 | AE Wealth Management LLC | $5,047 | 100 | Hold |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,230 | 64 | New |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |