| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.04B | 32.3M | Added |
| 2 | Savant Capital, LLC | $937.5M | 29.1M | Added |
| 3 | Focus Partners Wealth | $509.2M | 15.5M | Added |
| 4 | Premier Financial Group | $211.1M | 641,693 | Added |
| 5 | Forum Financial Management, LP | $201.6M | 6.3M | Trimmed |
| 6 | Clearstead Advisors, LLC | $178.1M | 5.5M | New |
| 7 | Sequoia Financial Advisors, LLC | $170.2M | 5.3M | Added |
| 8 | Kestra Investment Management, LLC | $165.5M | 5.1M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $141.8M | 4.4M | Added |
| 10 | Focus Partners Advisor Solutions, LLC | $101.4M | 3.1M | Added |
| 11 | BANK OF MONTREAL /CAN/ | $86.4M | 2.7M | Added |
| 12 | Aprio Wealth Management, LLC | $77.2M | 2.4M | Added |
| 13 | Apella Capital, LLC | $68.6M | 2.0M | Added |
| 14 | HighTower Advisors, LLC | $63.4M | 2.0M | Trimmed |
| 15 | Modera Wealth Management, LLC | $59.5M | 1.8M | Added |
| 16 | Planning Center, Inc. | $58.9M | 1.8M | Trimmed |
| 17 | SATOVSKY ASSET MANAGEMENT LLC | $55.2M | 1.7M | Trimmed |
| 18 | Foster Group, Inc. | $54.8M | 1.7M | Added |
| 19 | JANE STREET GROUP, LLC | $44.7M | 1.4M | New |
| 20 | Corient Private Wealth LLC | $43.5M | 1.3M | Trimmed |
| 21 | TCI Wealth Advisors, Inc. | $43.0M | 1.3M | Added |
| 22 | PARK AVENUE SECURITIES LLC | $41.1M | 1.3M | Added |
| 23 | Petersen Hastings Wealth Advisors Inc. | $40.7M | 1.3M | Added |
| 24 | FINANCIAL CONSULATE, INC | $39.8M | 1.2M | Added |
| 25 | High Probability Advisors, LLC | $39.4M | 1.2M | Added |