| 1 | Focus Partners Wealth | $89.1M | 3.6M | Trimmed |
| 2 | HighTower Advisors, LLC | $63.7M | 2.7M | Added |
| 3 | Elwood & Goetz Wealth Advisory Group, LLC | $59.8M | 2.5M | Added |
| 4 | PRUDENTIAL FINANCIAL INC | $52.0M | 2.2M | Trimmed |
| 5 | Root Financial Partners, LLC | $50.1M | 2.1M | Added |
| 6 | Vise Technologies, Inc. | $38.9M | 1.7M | Hold |
| 7 | Moisand Fitzgerald Tamayo, LLC | $34.2M | 1.4M | Added |
| 8 | RAM Investment Partners, LLC | $33.8M | 1.4M | Added |
| 9 | TWO SIGMA INVESTMENTS, LP | $31.4M | 1.3M | Added |
| 10 | GREAT OAK CAPITAL PARTNERS, LLC | $25.9M | 1.1M | Added |
| 11 | Rather & Kittrell, Inc. | $23.8M | 1.0M | Trimmed |
| 12 | Beacon Pointe Advisors, LLC | $22.0M | 928,339 | Added |
| 13 | Savant Capital, LLC | $16.9M | 712,926 | Trimmed |
| 14 | Sequoia Financial Advisors, LLC | $16.7M | 706,829 | Added |
| 15 | Wealth Dimensions Group, Ltd. | $16.6M | 703,935 | Added |
| 16 | Burton Enright Welch | $16.5M | 698,117 | Added |
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $16.4M | 694,952 | Trimmed |
| 18 | United Wealth Management, LLC | $14.1M | 594,705 | Added |
| 19 | Fidato Wealth LLC | $12.6M | 532,481 | Added |
| 20 | EXENCIAL WEALTH ADVISORS, LLC | $12.2M | 514,719 | Added |
| 21 | Pathstone Holdings, LLC | $12.1M | 509,846 | Trimmed |
| 22 | Core Wealth Management, Inc. | $11.5M | 485,351 | Added |
| 23 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $11.3M | 455,801 | Added |
| 24 | LRI Investments, LLC | $10.9M | 462,365 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $10.8M | 458,322 | Added |