| 1 | Allianz Asset Management GmbH | $159.7M | 3.2M | Added |
| 2 | Harel Insurance Investments & Financial Services Ltd. | $114.4M | 2.3M | New |
| 3 | LPL Financial LLC | $25.4M | 515,906 | Added |
| 4 | State of New Jersey Common Pension Fund D | $19.7M | 400,000 | Hold |
| 5 | Flatrock Wealth Partners LLC | $11.7M | 237,146 | Added |
| 6 | Cordoba Advisory Partners LLC | $8.5M | 171,747 | Added |
| 7 | Gradient Investments LLC | $7.9M | 159,674 | Added |
| 8 | McAdam, LLC | $5.7M | 115,747 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $5.4M | 110,463 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 95,855 | Added |
| 11 | Mid-American Wealth Advisory Group, Inc. | $4.3M | 87,606 | Trimmed |
| 12 | Atria Investments, Inc | $4.1M | 82,650 | New |
| 13 | Mariner, LLC | $3.6M | 72,765 | New |
| 14 | BRIGHTON JONES LLC | $3.1M | 62,114 | Added |
| 15 | Roger Wittlin Investment Advisory, LLC | $3.0M | 60,842 | Trimmed |
| 16 | J.W. COLE ADVISORS, INC. | $2.8M | 57,671 | Added |
| 17 | Cetera Investment Advisers | $2.7M | 53,898 | Added |
| 18 | L & S Advisors Inc | $2.4M | 48,797 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 43,089 | Added |
| 20 | Simplicity Wealth,LLC | $2.0M | 39,749 | Trimmed |
| 21 | Focus Partners Wealth | $1.9M | 38,657 | Added |
| 22 | Hilltop Holdings Inc. | $1.8M | 36,132 | Added |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 29,487 | Added |
| 24 | Clearstead Advisors, LLC | $1.4M | 27,551 | New |
| 25 | ARMSTRONG ADVISORY GROUP, INC | $1.3M | 26,982 | Added |