| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.79B | 48.7M | Added |
| 2 | Focus Partners Wealth | $766.4M | 20.4M | Added |
| 3 | Forum Financial Management, LP | $311.0M | 8.5M | Added |
| 4 | Pure Financial Advisors, LLC | $287.7M | 7.8M | Added |
| 5 | Allworth Financial LP | $164.2M | 4.5M | Added |
| 6 | Apella Capital, LLC | $153.3M | 3.9M | Added |
| 7 | Corient Private Wealth LLC | $138.1M | 3.8M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $134.4M | 3.7M | Added |
| 9 | Focus Partners Advisor Solutions, LLC | $121.3M | 3.3M | Added |
| 10 | Foster Group, Inc. | $113.0M | 3.1M | Added |
| 11 | Petersen Hastings Wealth Advisors Inc. | $108.8M | 3.0M | Added |
| 12 | BANK OF MONTREAL /CAN/ | $100.5M | 2.7M | Added |
| 13 | Clearstead Advisors, LLC | $99.8M | 2.7M | New |
| 14 | Alesco Advisors LLC | $96.7M | 2.6M | Added |
| 15 | RW Investment Management LLC | $95.1M | 2.6M | Added |
| 16 | TCI Wealth Advisors, Inc. | $92.5M | 2.5M | Added |
| 17 | PARK AVENUE SECURITIES LLC | $91.2M | 2.5M | Added |
| 18 | Aprio Wealth Management, LLC | $90.3M | 2.5M | Trimmed |
| 19 | Bouchey Financial Group Ltd | $82.3M | 2.2M | Added |
| 20 | UBS Group AG | $79.0M | 2.1M | Added |
| 21 | Beaird Harris Wealth Management, LLC | $78.6M | 2.1M | Added |
| 22 | HighTower Advisors, LLC | $77.5M | 2.1M | Trimmed |
| 23 | FINANCIAL CONSULATE, INC | $74.9M | 2.0M | Added |
| 24 | HB Wealth Management, LLC | $73.1M | 2.0M | Added |
| 25 | Beacon Pointe Advisors, LLC | $69.3M | 1.9M | Added |