| 1 | Abacus Wealth Partners, LLC | $135.1M | 2.6M | Added |
| 2 | MASECO LLP | $96.0M | 1.9M | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $43.6M | 841,677 | Added |
| 4 | Quantum Financial Advisors, LLC | $27.2M | 526,362 | Added |
| 5 | SEI INVESTMENTS CO | $13.5M | 261,136 | Added |
| 6 | SEEDS INVESTOR LLC | $13.4M | 256,943 | Added |
| 7 | Simplicity Wealth,LLC | $13.0M | 251,974 | Trimmed |
| 8 | Miracle Mile Advisors, LLC | $12.7M | 245,066 | Trimmed |
| 9 | Parkshore Wealth Management, Inc. | $11.2M | 216,430 | Added |
| 10 | Planning Center, Inc. | $9.8M | 188,959 | Added |
| 11 | Momentous Wealth Management, Inc. | $9.5M | 184,145 | Added |
| 12 | Citrine Capital LLC | $8.5M | 165,210 | Added |
| 13 | Apella Capital, LLC | $8.3M | 159,046 | Added |
| 14 | Corient Private Wealth LLC | $6.5M | 125,547 | Trimmed |
| 15 | Allodium Investment Consultants, LLC | $5.4M | 104,718 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 94,666 | Added |
| 17 | Beacon Pointe Advisors, LLC | $4.6M | 88,898 | Added |
| 18 | Focus Partners Advisor Solutions, LLC | $4.2M | 81,092 | Added |
| 19 | OneDigital Investment Advisors LLC | $4.0M | 77,360 | Added |
| 20 | RAM Investment Partners, LLC | $3.2M | 62,797 | Added |
| 21 | Betterment LLC | $3.0M | 58,369 | Added |
| 22 | SUMMIT WEALTH GROUP LLC / CO | $2.6M | 49,498 | Added |
| 23 | LPL Financial LLC | $2.5M | 48,492 | Added |
| 24 | Farther Finance Advisors, LLC | $2.4M | 46,704 | Added |
| 25 | Broadhurst Jeffrey B | $2.3M | 44,869 | Added |