| 1 | Miracle Mile Advisors, LLC | $127.2M | 2.7M | Added |
| 2 | State of New Jersey Common Pension Fund D | $83.2M | 1.8M | Added |
| 3 | MAI Capital Management | $59.8M | 1.3M | Added |
| 4 | GOLDMAN SACHS GROUP INC | $49.1M | 1.0M | New |
| 5 | Betterment LLC | $37.1M | 780,865 | Added |
| 6 | LPL Financial LLC | $30.7M | 646,806 | Trimmed |
| 7 | Compass Wealth Management, LLC/GA | $29.4M | 618,752 | Trimmed |
| 8 | UBS Group AG | $25.4M | 535,554 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $24.9M | 523,448 | Trimmed |
| 10 | OneDigital Investment Advisors LLC | $24.4M | 513,062 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $23.2M | 488,447 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $23.1M | 485,986 | Trimmed |
| 13 | MORGAN STANLEY | $23.0M | 484,966 | Trimmed |
| 14 | MML INVESTORS SERVICES, LLC | $21.1M | 444,521 | Trimmed |
| 15 | Parcion Private Wealth LLC | $20.2M | 425,835 | Added |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | $18.7M | 390,564 | New |
| 17 | WELLS FARGO & COMPANY/MN | $15.6M | 328,051 | Added |
| 18 | Migdal Insurance & Financial Holdings Ltd. | $13.5M | 283,943 | Added |
| 19 | JPMORGAN CHASE & CO | $13.2M | 276,488 | Trimmed |
| 20 | Madison Asset Management, LLC | $10.8M | 226,700 | Added |
| 21 | Fonville Wealth Management LLC | $10.6M | 222,960 | Added |
| 22 | CITADEL ADVISORS LLC | $10.3M | 216,791 | Added |
| 23 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $10.1M | 213,160 | Added |
| 24 | STERLING INVESTMENT ADVISORS LLC /ADV | $8.6M | 180,540 | Added |
| 25 | Royal Bank of Canada | $8.4M | 176,786 | Added |