| 1 | MERCER GLOBAL ADVISORS INC /ADV | $127.1M | 1.3M | Trimmed |
| 2 | Wescott Financial Advisory Group, LLC | $74.9M | 739,648 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $41.5M | 409,264 | Added |
| 4 | Gleason Group, Inc. | $31.7M | 312,892 | Added |
| 5 | TIAA Wealth Investment Management LLC | $23.8M | 234,984 | Trimmed |
| 6 | SEEDS INVESTOR LLC | $20.1M | 198,242 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $19.2M | 189,383 | Added |
| 8 | Savant Capital, LLC | $18.3M | 181,064 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $17.0M | 168,178 | Trimmed |
| 10 | GOLDMAN SACHS GROUP INC | $16.0M | 157,546 | Added |
| 11 | Cetera Investment Advisers | $12.2M | 120,115 | Added |
| 12 | MORGAN STANLEY | $10.3M | 101,975 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 100,525 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.1M | 99,216 | Added |
| 15 | LPL Financial LLC | $9.8M | 97,134 | Added |
| 16 | Beacon Bank & Trust | $9.7M | 96,154 | Added |
| 17 | HALL CAPITAL MANAGEMENT CO INC | $9.7M | 95,531 | New |
| 18 | Beaird Harris Wealth Management, LLC | $9.6M | 94,970 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $9.6M | 94,954 | Added |
| 20 | Stonebridge Capital Advisors LLC | $9.5M | 94,224 | Added |
| 21 | S.A. Mason LLC | $9.4M | 92,425 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.2M | 90,508 | Added |
| 23 | Beacon Pointe Advisors, LLC | $9.0M | 88,991 | Added |
| 24 | Altiora Financial Group, LLC | $8.9M | 87,674 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 83,629 | Trimmed |