| 1 | Treasurer of the State of North Carolina | $166.8M | 9.4M | New |
| 2 | BANK OF AMERICA CORP /DE/ | $109.0M | 6.1M | Added |
| 3 | LPL Financial LLC | $60.7M | 3.4M | Added |
| 4 | MORGAN STANLEY | $59.1M | 3.3M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $33.5M | 1.9M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $33.2M | 1.9M | Added |
| 7 | MML INVESTORS SERVICES, LLC | $30.0M | 1.7M | Added |
| 8 | Tanager Wealth Management LLP | $27.3M | 1.5M | Trimmed |
| 9 | State of Wisconsin - Board of Commissioners of Public Lands | $27.2M | 1.5M | Hold |
| 10 | Parkway Wealth Management Group, LLC | $14.6M | 819,373 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $12.9M | 725,100 | Added |
| 12 | UBS Group AG | $12.6M | 707,243 | Added |
| 13 | Good Steward Wealth Advisors,LLC | $10.6M | 596,179 | Trimmed |
| 14 | Royal Bank of Canada | $10.0M | 563,094 | Added |
| 15 | Wealth Intelligence, LLC | $9.8M | 546,751 | Added |
| 16 | Dougherty & Associates, LLC | $9.1M | 509,426 | Trimmed |
| 17 | Goldstone Financial Group, LLC | $8.6M | 479,602 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 479,349 | Added |
| 19 | Inspire Advisors, LLC | $8.1M | 455,118 | Added |
| 20 | OSAIC HOLDINGS, INC. | $7.1M | 398,553 | Added |
| 21 | LEVEL FOUR ADVISORY SERVICES, LLC | $6.8M | 383,649 | Added |
| 22 | Concurrent Investment Advisors, LLC | $6.2M | 344,948 | Added |
| 23 | Quadrature Capital Ltd | $6.0M | 333,871 | Added |
| 24 | LARCH CAPITAL PARTNERS LLC | $5.9M | 329,960 | Added |
| 25 | Investors Research Corp | $5.6M | 313,386 | Added |