| 1 | Creative Planning | $2.28B | 51.8M | Added |
| 2 | MORGAN STANLEY | $475.0M | 10.8M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $309.3M | 7.0M | Trimmed |
| 4 | LPL Financial LLC | $203.9M | 4.6M | Added |
| 5 | Cassaday & Co Wealth Management LLC | $149.4M | 3.4M | Added |
| 6 | American Family Investments, Inc. | $112.3M | 2.5M | Added |
| 7 | UBS Group AG | $99.6M | 2.3M | Trimmed |
| 8 | BNP PARIBAS FINANCIAL MARKETS | $97.2M | 2.2M | Added |
| 9 | Vanderbilt University | $89.3M | 2.0M | New |
| 10 | WELLS FARGO & COMPANY/MN | $78.1M | 1.8M | Trimmed |
| 11 | Capital Investment Advisors, LLC | $74.0M | 1.7M | Added |
| 12 | Moss Adams Wealth Advisors LLC | $72.7M | 1.7M | Added |
| 13 | Cetera Investment Advisers | $69.6M | 1.6M | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $60.4M | 1.4M | Added |
| 15 | Baird Financial Group, Inc. | $56.4M | 1.3M | Trimmed |
| 16 | VICTORY CAPITAL MANAGEMENT INC | $51.9M | 1.2M | Trimmed |
| 17 | Phoenix Financial Ltd. | $46.8M | 1.1M | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $46.7M | 1.1M | Added |
| 19 | Parcion Private Wealth LLC | $46.5M | 1.1M | Added |
| 20 | AMERIPRISE FINANCIAL INC | $44.1M | 1.0M | Trimmed |
| 21 | PGIM Custom Harvest LLC | $41.7M | 947,212 | Added |
| 22 | Advisory Alpha, LLC | $40.2M | 913,389 | Trimmed |
| 23 | PEAPACK GLADSTONE FINANCIAL CORP | $33.8M | 768,635 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32.1M | 729,266 | Added |
| 25 | Thrivent Financial for Lutherans | $31.2M | 709,705 | Trimmed |