| 1 | MERCER GLOBAL ADVISORS INC /ADV | $3.25B | 73.2M | Added |
| 2 | Forum Financial Management, LP | $1.89B | 42.6M | Added |
| 3 | Focus Partners Wealth | $1.87B | 42.1M | Trimmed |
| 4 | LPL Financial LLC | $822.1M | 18.5M | Added |
| 5 | Focus Partners Advisor Solutions, LLC | $781.1M | 17.6M | Trimmed |
| 6 | Apella Capital, LLC | $713.4M | 16.1M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $612.7M | 13.8M | Added |
| 8 | Savant Capital, LLC | $603.6M | 13.6M | Added |
| 9 | Greenspring Advisors, LLC | $560.7M | 12.6M | Trimmed |
| 10 | Rockwood Wealth Management, LLC | $547.3M | 12.3M | Added |
| 11 | SJS Investment Consulting Inc. | $416.0M | 9.4M | Added |
| 12 | Geometric Wealth Advisors | $401.7M | 9.1M | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $371.2M | 8.4M | Added |
| 14 | Plancorp, LLC | $349.9M | 7.9M | Trimmed |
| 15 | Wealthspire Advisors, LLC | $334.9M | 7.5M | Added |
| 16 | MONOGRAPH WEALTH ADVISORS, LLC | $313.4M | 7.1M | Added |
| 17 | Symmetry Partners, LLC | $297.5M | 6.7M | Added |
| 18 | Allworth Financial LP | $286.7M | 6.5M | Trimmed |
| 19 | BANK OF AMERICA CORP /DE/ | $263.9M | 5.9M | Added |
| 20 | Beacon Pointe Advisors, LLC | $261.1M | 5.9M | Trimmed |
| 21 | TFO Wealth Partners, LLC | $253.4M | 5.7M | Added |
| 22 | ASSETMARK, INC | $249.9M | 5.6M | Added |
| 23 | Capstone Financial Advisors, Inc. | $245.9M | 5.5M | Trimmed |
| 24 | Integrated Wealth Concepts LLC | $245.6M | 5.5M | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $238.7M | 5.4M | Added |