| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.38B | 25.8M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $703.5M | 13.4M | Added |
| 3 | RITHOLTZ WEALTH MANAGEMENT | $97.3M | 1.8M | Added |
| 4 | MORGAN STANLEY | $82.9M | 1.6M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $62.2M | 1.2M | Added |
| 6 | Symmetry Partners, LLC | $50.6M | 948,588 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $40.7M | 764,004 | Added |
| 8 | FMR LLC | $40.3M | 755,702 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $39.7M | 743,848 | Added |
| 10 | Sixth Street Partners Management Company, L.P. | $39.1M | 733,639 | New |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.1M | 733,639 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $35.9M | 672,511 | Added |
| 13 | Mariner, LLC | $35.5M | 665,140 | Added |
| 14 | UBS Group AG | $35.1M | 659,017 | Added |
| 15 | Acropolis Investment Management, LLC | $34.1M | 640,207 | Added |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $29.2M | 548,458 | Added |
| 17 | Janney Montgomery Scott LLC | $25.8M | 484,705 | Added |
| 18 | Armbruster Capital Management, Inc. | $24.6M | 460,391 | Added |
| 19 | LPL Financial LLC | $24.4M | 457,807 | Added |
| 20 | Kathmere Capital Management, LLC | $24.3M | 455,627 | Added |
| 21 | Shore Point Advisors, LLC | $20.8M | 483,285 | Added |
| 22 | PEAPACK GLADSTONE FINANCIAL CORP | $19.7M | 369,827 | Added |
| 23 | ATLAS CAPITAL ADVISORS INC. | $17.3M | 324,355 | Added |
| 24 | AdvisorShares Investments LLC | $17.3M | 323,586 | Trimmed |
| 25 | CABOT WEALTH MANAGEMENT INC | $17.2M | 322,958 | Added |