| 1 | HB Wealth Management, LLC | $638.7M | 5.7M | Added |
| 2 | AMERICAN CENTURY COMPANIES INC | $460.6M | 4.1M | Added |
| 3 | Oak Root LLC | $323.1M | 2.9M | Hold |
| 4 | LPL Financial LLC | $265.6M | 2.4M | Added |
| 5 | MASECO LLP | $259.9M | 2.3M | New |
| 6 | Focus Partners Wealth | $232.7M | 2.0M | Trimmed |
| 7 | Annex Advisory Services, LLC | $214.5M | 1.9M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $203.6M | 1.8M | Added |
| 9 | HighTower Advisors, LLC | $179.3M | 1.6M | Trimmed |
| 10 | Financial Plan, Inc. | $155.0M | 1.4M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $150.5M | 1.4M | Added |
| 12 | Corient Private Wealth LLC | $148.8M | 1.3M | Trimmed |
| 13 | Great Point Wealth Advisors, LLC | $127.3M | 1.1M | Added |
| 14 | Beacon Pointe Advisors, LLC | $121.2M | 1.1M | Trimmed |
| 15 | TRAPHAGEN INVESTMENT ADVISORS LLC | $117.2M | 1.1M | Trimmed |
| 16 | Modera Wealth Management, LLC | $114.3M | 1.0M | Added |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $110.5M | 994,329 | Trimmed |
| 18 | MORGAN STANLEY | $108.2M | 973,398 | Trimmed |
| 19 | Creative Planning | $107.8M | 969,480 | Trimmed |
| 20 | Quantum Financial Advisors, LLC | $97.6M | 878,146 | Trimmed |
| 21 | BANK OF AMERICA CORP /DE/ | $97.3M | 875,159 | Added |
| 22 | Bridgewater Advisors Inc. | $95.3M | 762,310 | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $92.3M | 829,852 | Added |
| 24 | PARK AVENUE SECURITIES LLC | $89.7M | 806,679 | Added |
| 25 | RVW Wealth, LLC | $89.2M | 802,554 | Trimmed |