| 1 | MERCER GLOBAL ADVISORS INC /ADV | $134.4M | 1.3M | Added |
| 2 | Wescott Financial Advisory Group, LLC | $73.4M | 725,519 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $38.3M | 378,943 | Added |
| 4 | Gleason Group, Inc. | $30.3M | 299,562 | Added |
| 5 | TIAA Wealth Investment Management LLC | $26.9M | 266,166 | New |
| 6 | RAYMOND JAMES FINANCIAL INC | $24.1M | 238,557 | Trimmed |
| 7 | SEEDS INVESTOR LLC | $19.7M | 194,104 | Added |
| 8 | Corient Private Wealth LLC | $17.2M | 170,641 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $15.6M | 154,387 | Added |
| 10 | Cetera Investment Advisers | $11.7M | 115,283 | Trimmed |
| 11 | MORGAN STANLEY | $11.5M | 114,037 | Added |
| 12 | Savant Capital, LLC | $10.1M | 100,213 | Trimmed |
| 13 | Beaird Harris Wealth Management, LLC | $10.0M | 98,904 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $9.7M | 95,628 | Added |
| 15 | Beacon Bank & Trust | $9.5M | 94,228 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $9.3M | 92,338 | Added |
| 17 | Stonebridge Capital Advisors LLC | $9.1M | 90,006 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 85,535 | Trimmed |
| 19 | Beacon Pointe Advisors, LLC | $8.5M | 83,787 | Trimmed |
| 20 | Capital Investment Services of America, Inc. | $7.7M | 76,320 | Trimmed |
| 21 | Hughes Financial Services, LLC | $7.6M | 75,612 | Added |
| 22 | LPL Financial LLC | $7.6M | 75,557 | Added |
| 23 | JONES FINANCIAL COMPANIES LLLP | $7.6M | 75,361 | Added |
| 24 | Altiora Financial Group, LLC | $7.5M | 74,514 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 66,143 | Trimmed |