| 1 | NEPC LLC | $379.7M | 4.9M | Added |
| 2 | Wedmont Private Capital | $111.6M | 1.5M | Added |
| 3 | Pathstone Holdings, LLC | $75.2M | 979,361 | New |
| 4 | Capital Asset Advisory Services LLC | $56.5M | 735,952 | Added |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC | $56.3M | 732,637 | New |
| 6 | BANK OF AMERICA CORP /DE/ | $43.5M | 565,786 | Added |
| 7 | Warwick Investment Management, Inc. | $39.8M | 517,656 | Added |
| 8 | CITADEL ADVISORS LLC | $32.0M | 416,368 | Added |
| 9 | MML INVESTORS SERVICES, LLC | $25.9M | 336,814 | Added |
| 10 | UBS Group AG | $15.0M | 194,820 | Trimmed |
| 11 | LPL Financial LLC | $14.6M | 189,689 | Added |
| 12 | CoreCap Advisors, LLC | $13.2M | 172,305 | Added |
| 13 | Beacon Pointe Advisors, LLC | $12.5M | 163,219 | Added |
| 14 | SAX WEALTH ADVISORS, LLC | $10.8M | 140,829 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.7M | 139,635 | New |
| 16 | Concurrent Investment Advisors, LLC | $10.5M | 136,096 | New |
| 17 | SUCCESSION FINANCIAL, INC. | $10.4M | 135,694 | New |
| 18 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $9.0M | 117,355 | Hold |
| 19 | North Dakota State Investment Board | $7.5M | 98,039 | Trimmed |
| 20 | Royal Bank of Canada | $7.2M | 93,243 | Trimmed |
| 21 | JANE STREET GROUP, LLC | $6.4M | 83,219 | Added |
| 22 | Drucker Wealth 3.0, LLC | $5.9M | 77,049 | Trimmed |
| 23 | TITLEIST ASSET MANAGEMENT, LLC | $5.6M | 72,409 | Trimmed |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 70,908 | Added |
| 25 | Smartleaf Asset Management LLC | $4.4M | 57,056 | Hold |