| 1 | JPMORGAN CHASE & CO | $1.23B | 24.8M | Trimmed |
| 2 | Kensington Asset Management, LLC | $205.4M | 4.1M | Added |
| 3 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $184.9M | 3.7M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $183.1M | 3.7M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $161.5M | 3.2M | Added |
| 6 | Bramshill Investments, LLC | $155.0M | 3.1M | Added |
| 7 | LPL Financial LLC | $130.7M | 2.6M | Added |
| 8 | HighTower Advisors, LLC | $98.4M | 2.0M | Added |
| 9 | Blue Trust, Inc. | $77.6M | 1.6M | Trimmed |
| 10 | Avion Wealth | $74.6M | 1.5M | Added |
| 11 | Wharton Business Group, LLC | $71.6M | 1.4M | Added |
| 12 | Pacific Center for Financial Services | $60.9M | 1.2M | Added |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $49.2M | 987,814 | Added |
| 14 | Waverly Advisors, LLC | $45.7M | 917,885 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $42.7M | 857,265 | Added |
| 16 | DMKC Advisory Services, LLC | $40.7M | 817,806 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $33.5M | 673,738 | Added |
| 18 | Red Wave Investments LLC | $32.4M | 651,243 | Trimmed |
| 19 | 55 North Private Wealth, LLC | $32.2M | 646,795 | Added |
| 20 | RAFFA WEALTH MANAGEMENT, LLC | $31.0M | 622,737 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $29.6M | 595,055 | Trimmed |
| 22 | Fortitude Advisory Group L.L.C. | $26.7M | 536,537 | Trimmed |
| 23 | Fonville Wealth Management LLC | $25.4M | 509,593 | Added |
| 24 | Mariner, LLC | $24.5M | 491,335 | Added |
| 25 | Spectrum Asset Management, Inc. (NB/CA) | $24.3M | 487,873 | Added |