| 1 | JONES FINANCIAL COMPANIES LLLP | $2.93B | 30.4M | Trimmed |
| 2 | Creative Planning | $2.37B | 23.8M | Added |
| 3 | Savant Capital, LLC | $1.15B | 11.5M | Added |
| 4 | Focus Partners Wealth | $437.3M | 4.4M | Added |
| 5 | Focus Partners Advisor Solutions, LLC | $410.9M | 4.1M | Added |
| 6 | Accredited Investors Inc. | $263.0M | 2.6M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $255.9M | 2.6M | Added |
| 8 | Mason Investment Advisory Services, Inc. | $235.7M | 2.4M | Trimmed |
| 9 | Modera Wealth Management, LLC | $218.5M | 2.2M | Added |
| 10 | Haverford Trust Co | $165.8M | 1.7M | Added |
| 11 | Pure Financial Advisors, LLC | $164.6M | 1.6M | Trimmed |
| 12 | LPL Financial LLC | $163.4M | 1.6M | Added |
| 13 | Cerity Partners LLC | $142.2M | 1.4M | Added |
| 14 | Corient Private Wealth LLC | $132.6M | 1.3M | Trimmed |
| 15 | AMERICAN CENTURY COMPANIES INC | $120.0M | 1.2M | Added |
| 16 | MORGAN STANLEY | $109.2M | 1.1M | Added |
| 17 | BANK OF MONTREAL /CAN/ | $95.6M | 957,139 | Added |
| 18 | Unison Advisors LLC | $82.6M | 827,530 | Trimmed |
| 19 | BANK OF AMERICA CORP /DE/ | $79.9M | 800,212 | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $76.2M | 762,781 | Added |
| 21 | TCI Wealth Advisors, Inc. | $69.7M | 697,531 | Trimmed |
| 22 | Frontier Asset Management, LLC | $65.9M | 660,273 | Added |
| 23 | Sequoia Financial Advisors, LLC | $64.6M | 647,182 | Added |
| 24 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $63.0M | 630,579 | Added |
| 25 | Wealth Management Nebraska | $56.4M | 565,044 | Added |