| 1 | Sixth Street Partners Management Company, L.P. | $420.7M | 4.2M | New |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $420.7M | 4.2M | Trimmed |
| 3 | Miracle Mile Advisors, LLC | $63.8M | 633,969 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $42.3M | 420,883 | Added |
| 5 | Cetera Investment Advisers | $26.5M | 263,318 | Added |
| 6 | Wedmont Private Capital | $24.4M | 244,141 | Added |
| 7 | CAPTRUST FINANCIAL ADVISORS | $23.7M | 235,300 | Added |
| 8 | GUGGENHEIM CAPITAL LLC | $22.9M | 227,332 | Added |
| 9 | MORGAN STANLEY | $22.1M | 219,452 | Added |
| 10 | LPL Financial LLC | $19.1M | 189,536 | Added |
| 11 | Pasadena Private Wealth, LLC | $14.2M | 140,810 | Added |
| 12 | Manhattan West Asset Management, LLC | $13.8M | 137,411 | Added |
| 13 | MAI Capital Management | $9.6M | 95,428 | New |
| 14 | Concurrent Investment Advisors, LLC | $9.3M | 92,114 | Trimmed |
| 15 | Corient Private Wealth LLC | $9.2M | 91,670 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $8.6M | 85,654 | Added |
| 17 | ECLECTIC ASSOCIATES INC /ADV | $7.9M | 78,851 | Added |
| 18 | Creative Planning | $7.0M | 69,671 | Added |
| 19 | Brio Consultants, LLC | $5.9M | 58,901 | Added |
| 20 | Ballast Rock Private Wealth LLC | $5.0M | 50,048 | Added |
| 21 | Altiora Financial Group, LLC | $5.0M | 50,000 | Hold |
| 22 | PFG Advisors | $4.9M | 48,855 | Added |
| 23 | Beacon Pointe Advisors, LLC | $4.8M | 47,768 | Added |
| 24 | Bell Investment Advisors, Inc | $4.7M | 46,838 | Added |
| 25 | Vise Technologies, Inc. | $4.5M | 44,658 | Added |