| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.12B | 15.2M | Added |
| 2 | Mason Investment Advisory Services, Inc. | $260.6M | 3.6M | Trimmed |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $96.7M | 1.3M | Added |
| 4 | MORGAN STANLEY | $81.4M | 1.1M | Added |
| 5 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $70.0M | 954,982 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $57.1M | 778,923 | Added |
| 7 | Elwood & Goetz Wealth Advisory Group, LLC | $50.4M | 687,210 | Added |
| 8 | Creative Planning | $47.4M | 646,481 | Trimmed |
| 9 | AE Wealth Management LLC | $41.4M | 563,885 | Trimmed |
| 10 | AMERICAN CENTURY COMPANIES INC | $39.4M | 537,608 | Added |
| 11 | LPL Financial LLC | $38.6M | 526,290 | Added |
| 12 | Three Arch Wealth Management LLC | $37.1M | 505,992 | Added |
| 13 | Atlantic Union Bankshares Corp | $35.9M | 489,249 | Added |
| 14 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $28.7M | 391,883 | Added |
| 15 | Cornerstone Wealth Partners, LLC | $26.2M | 357,505 | Added |
| 16 | Shore Point Advisors, LLC | $23.4M | 439,059 | Added |
| 17 | FAS Wealth Partners, Inc. | $22.5M | 306,509 | Added |
| 18 | PARK AVENUE SECURITIES LLC | $21.3M | 291,044 | Added |
| 19 | WEST PACES ADVISORS INC. | $18.7M | 255,132 | Added |
| 20 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $17.1M | 233,664 | Added |
| 21 | Simplicity Wealth,LLC | $16.4M | 224,294 | Added |
| 22 | Foundations Investment Advisors, LLC | $15.5M | 210,830 | Added |
| 23 | KILNER CAPITAL ADVISORS, LLC | $14.1M | 194,167 | Trimmed |
| 24 | Savant Capital, LLC | $13.7M | 186,795 | Trimmed |
| 25 | RAYMOND JAMES FINANCIAL INC | $13.4M | 182,685 | Added |