| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $479.3M | 5.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $468.2M | 5.2M | Added |
| 3 | MISSION WEALTH MANAGEMENT, LP | $459.3M | 5.1M | Added |
| 4 | Rockwood Wealth Management, LLC | $282.4M | 3.2M | Added |
| 5 | HB Wealth Management, LLC | $151.0M | 1.7M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $140.2M | 1.6M | Added |
| 7 | Annex Advisory Services, LLC | $134.2M | 1.5M | Trimmed |
| 8 | Gradient Investments LLC | $129.0M | 1.4M | Added |
| 9 | Oak Root LLC | $127.3M | 1.4M | Hold |
| 10 | GREENUP STREET WEALTH MANAGEMENT LLC | $94.5M | 1.1M | Trimmed |
| 11 | GW HENSSLER & ASSOCIATES LTD | $91.9M | 1.0M | Added |
| 12 | First National Trust Co | $90.1M | 1.0M | Trimmed |
| 13 | Diversified Portfolios, Inc. | $88.7M | 994,311 | Added |
| 14 | Werba Rubin Papier Wealth Management | $78.2M | 876,278 | Added |
| 15 | Plancorp, LLC | $77.0M | 862,580 | Trimmed |
| 16 | Apella Capital, LLC | $74.4M | 828,607 | Added |
| 17 | CORRECT CAPITAL WEALTH MANAGEMENT | $72.2M | 809,847 | Added |
| 18 | ATWOOD & PALMER INC | $68.8M | 771,462 | Added |
| 19 | JNBA Financial Advisors | $68.7M | 769,910 | Added |
| 20 | HUB Investment Partners, LLC | $65.7M | 736,719 | Added |
| 21 | JSF Financial, LLC | $63.8M | 714,806 | Added |
| 22 | CGN Advisors LLC | $62.0M | 694,974 | Added |
| 23 | Kestra Advisory Services, LLC | $60.8M | 681,091 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $57.5M | 644,212 | Trimmed |
| 25 | BSW Wealth Partners | $53.5M | 599,240 | Trimmed |