| 1 | MASECO LLP | $115.6M | 1.3M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $18.2M | 205,927 | Added |
| 3 | Highland Financial Advisors, LLC | $15.5M | 175,042 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 137,229 | Trimmed |
| 5 | LPL Financial LLC | $11.1M | 125,783 | Trimmed |
| 6 | Waverly Advisors, LLC | $11.0M | 124,225 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.9M | 123,295 | Trimmed |
| 8 | Focus Partners Wealth | $5.8M | 65,451 | Trimmed |
| 9 | Freedom Day Solutions, LLC | $5.6M | 63,253 | New |
| 10 | Clarity Asset Management, Inc. | $5.6M | 63,109 | Trimmed |
| 11 | Corient Private Wealth LLC | $4.9M | 55,723 | Trimmed |
| 12 | Trailhead Planners LLC | $4.6M | 52,165 | Trimmed |
| 13 | AlTi Global, Inc. | $4.5M | 50,529 | Hold |
| 14 | Northland Capital Management LLC | $3.9M | 44,191 | Trimmed |
| 15 | Greenspring Advisors, LLC | $3.8M | 42,515 | Trimmed |
| 16 | EP Wealth Advisors, LLC | $3.5M | 39,439 | Added |
| 17 | Mariner, LLC | $3.4M | 38,189 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 37,851 | Added |
| 19 | Modern Wealth Management, LLC | $3.0M | 33,761 | Added |
| 20 | AWM CAPITAL, LLC | $2.9M | 33,091 | Added |
| 21 | HighTower Advisors, LLC | $2.9M | 32,262 | Trimmed |
| 22 | Trellis Wealth Advisors LLC | $2.8M | 31,912 | Added |
| 23 | TRUIST FINANCIAL CORP | $2.8M | 31,786 | Added |
| 24 | Vestment Financial LLC | $2.6M | 29,043 | Added |
| 25 | Hill Investment Group Partners, LLC | $2.4M | 26,689 | Trimmed |