| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.93B | 74.9M | Added |
| 2 | Sixth Street Partners Management Company, L.P. | $1.93B | 74.9M | New |
| 3 | BANK OF AMERICA CORP /DE/ | $602.5M | 23.3M | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $89.6M | 3.5M | Added |
| 5 | Avidian Wealth Enterprises, LLC | $38.3M | 1.5M | Trimmed |
| 6 | Charles Schwab Trust Co | $27.2M | 1.1M | Added |
| 7 | Fort Point Capital Partners LLC | $26.2M | 1.0M | Added |
| 8 | Pallas Capital Advisors LLC | $23.7M | 918,625 | Added |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $23.4M | 903,490 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $22.2M | 860,999 | Added |
| 11 | Wedmont Private Capital | $12.7M | 494,540 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.9M | 385,679 | Added |
| 13 | SMITH, MOORE & CO. | $8.5M | 329,854 | Added |
| 14 | Quantinno Capital Management LP | $7.9M | 306,190 | Added |
| 15 | RWA WEALTH PARTNERS, LLC | $7.2M | 279,549 | Added |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $7.1M | 276,100 | Added |
| 17 | CGN Advisors LLC | $5.8M | 225,093 | Trimmed |
| 18 | Perigon Wealth Management, LLC | $5.8M | 223,357 | Added |
| 19 | CITADEL ADVISORS LLC | $5.7M | 221,635 | Added |
| 20 | JPMORGAN CHASE & CO | $5.6M | 216,721 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $4.6M | 176,935 | Trimmed |
| 22 | MYECFO, LLC | $4.3M | 167,230 | Trimmed |
| 23 | Beaird Harris Wealth Management, LLC | $4.3M | 166,612 | Trimmed |
| 24 | MANNING & NAPIER ADVISORS LLC | $4.0M | 156,452 | Added |
| 25 | Waverly Advisors, LLC | $4.0M | 153,858 | Added |