| 1 | MERCER GLOBAL ADVISORS INC /ADV | $2.73B | 70.3M | Added |
| 2 | Focus Partners Wealth | $1.66B | 42.6M | Trimmed |
| 3 | Forum Financial Management, LP | $1.64B | 42.3M | Added |
| 4 | Focus Partners Advisor Solutions, LLC | $693.5M | 17.8M | Added |
| 5 | LPL Financial LLC | $680.3M | 17.5M | Trimmed |
| 6 | Apella Capital, LLC | $661.8M | 15.7M | Added |
| 7 | Greenspring Advisors, LLC | $519.3M | 13.4M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $515.3M | 13.3M | Added |
| 9 | Savant Capital, LLC | $481.4M | 12.4M | Added |
| 10 | Rockwood Wealth Management, LLC | $469.3M | 12.1M | Added |
| 11 | Plancorp, LLC | $418.5M | 10.3M | Trimmed |
| 12 | SJS Investment Consulting Inc. | $358.7M | 9.2M | Added |
| 13 | Geometric Wealth Advisors | $338.0M | 8.7M | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $324.0M | 8.3M | Added |
| 15 | Allworth Financial LP | $299.6M | 7.7M | Added |
| 16 | Wealthspire Advisors, LLC | $291.6M | 7.5M | Trimmed |
| 17 | MONOGRAPH WEALTH ADVISORS, LLC | $265.7M | 6.8M | Added |
| 18 | Symmetry Partners, LLC | $260.2M | 6.7M | Added |
| 19 | Beacon Pointe Advisors, LLC | $229.3M | 5.9M | Trimmed |
| 20 | BANK OF AMERICA CORP /DE/ | $228.1M | 5.9M | Added |
| 21 | Capstone Financial Advisors, Inc. | $215.6M | 5.5M | Added |
| 22 | HighTower Advisors, LLC | $211.2M | 5.4M | Trimmed |
| 23 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $198.5M | 4.9M | Added |
| 24 | Vestmark Advisory Solutions, Inc. | $195.7M | 5.0M | Added |
| 25 | GeoWealth Management, LLC | $192.5M | 5.0M | Added |