| 1 | Accredited Investors Inc. | $276.7M | 2.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $271.7M | 2.6M | Added |
| 3 | Modera Wealth Management, LLC | $243.4M | 2.4M | Added |
| 4 | Unison Advisors LLC | $85.7M | 831,796 | Added |
| 5 | TCI Wealth Advisors, Inc. | $77.3M | 749,670 | Added |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $68.4M | 663,940 | Added |
| 7 | Sequoia Financial Advisors, LLC | $64.2M | 622,801 | Trimmed |
| 8 | Wealth Management Nebraska | $59.2M | 574,120 | Added |
| 9 | Burton Enright Welch | $57.1M | 554,449 | Trimmed |
| 10 | Apella Capital, LLC | $54.6M | 525,853 | Added |
| 11 | PARK AVENUE SECURITIES LLC | $52.4M | 508,290 | Added |
| 12 | Foster Group, Inc. | $51.7M | 501,980 | Added |
| 13 | Petersen Hastings Wealth Advisors Inc. | $49.9M | 484,542 | Trimmed |
| 14 | Brickley Wealth Management | $46.3M | 449,714 | Trimmed |
| 15 | Beaird Harris Wealth Management, LLC | $44.0M | 427,007 | Added |
| 16 | Moisand Fitzgerald Tamayo, LLC | $39.6M | 384,008 | Added |
| 17 | Allegiance Financial Group Advisory Services LLC | $37.4M | 362,990 | Added |
| 18 | Symmetry Partners, LLC | $35.1M | 340,588 | Added |
| 19 | Werba Rubin Papier Wealth Management | $34.9M | 338,706 | Added |
| 20 | Marquette Asset Management, LLC | $34.0M | 330,111 | Trimmed |
| 21 | Meredith Wealth Planning | $32.8M | 317,877 | Added |
| 22 | Opus Capital Group, LLC | $31.9M | 309,726 | Trimmed |
| 23 | Krilogy Financial LLC | $31.2M | 303,166 | Added |
| 24 | Magnus Financial Group LLC | $30.7M | 297,911 | Added |
| 25 | Emprise Bank | $30.5M | 295,845 | Added |