| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.15B | 24.0M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $581.6M | 12.0M | Trimmed |
| 3 | RITHOLTZ WEALTH MANAGEMENT | $82.7M | 1.7M | Added |
| 4 | MORGAN STANLEY | $69.7M | 1.5M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.9M | 1.1M | Added |
| 6 | Symmetry Partners, LLC | $44.1M | 918,233 | Added |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.0M | 749,672 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $35.2M | 732,214 | Added |
| 9 | FMR LLC | $33.5M | 696,709 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $32.0M | 672,170 | Trimmed |
| 11 | Acropolis Investment Management, LLC | $30.4M | 633,116 | Trimmed |
| 12 | Mariner, LLC | $29.7M | 619,464 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $29.1M | 605,915 | Added |
| 14 | UBS Group AG | $28.9M | 602,524 | Added |
| 15 | Janney Montgomery Scott LLC | $23.0M | 478,848 | Added |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $22.9M | 476,824 | Added |
| 17 | Armbruster Capital Management, Inc. | $21.7M | 452,927 | Trimmed |
| 18 | Kathmere Capital Management, LLC | $20.8M | 433,478 | Added |
| 19 | LPL Financial LLC | $19.4M | 403,296 | Added |
| 20 | Shore Point Advisors, LLC | $17.7M | 453,302 | Trimmed |
| 21 | AdvisorShares Investments LLC | $16.0M | 333,088 | Trimmed |
| 22 | Royal Bank of Canada | $15.9M | 331,656 | Added |
| 23 | CABOT WEALTH MANAGEMENT INC | $15.1M | 315,194 | Added |
| 24 | BlackRock, Inc. | $14.7M | 305,490 | Trimmed |
| 25 | Straight Path Wealth Management | $14.2M | 294,940 | Added |