| 1 | ENVESTNET ASSET MANAGEMENT INC | $246.6M | 6.7M | Added |
| 2 | Great Waters Wealth Management | $186.2M | 5.1M | Added |
| 3 | FACTORY MUTUAL INSURANCE CO | $177.1M | 4.8M | Hold |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $163.9M | 4.5M | Added |
| 5 | Plancorp, LLC | $141.5M | 3.9M | Trimmed |
| 6 | JFS WEALTH ADVISORS, LLC | $137.9M | 3.7M | Added |
| 7 | ASSETMARK, INC | $103.7M | 2.8M | Trimmed |
| 8 | D.A. DAVIDSON & CO. | $102.8M | 2.8M | Added |
| 9 | Morton Capital Management LLC/CA | $90.8M | 2.5M | Added |
| 10 | Creative Capital Management Investments LLC | $89.7M | 2.4M | Added |
| 11 | New Capital Management LP | $88.8M | 2.4M | Added |
| 12 | Planning Center, Inc. | $88.1M | 2.4M | Trimmed |
| 13 | Core Wealth Management, Inc. | $85.2M | 2.3M | Trimmed |
| 14 | GeoWealth Management, LLC | $85.2M | 2.3M | Trimmed |
| 15 | Evanson Financial, LLC | $83.8M | 2.3M | New |
| 16 | Tumwater Wealth Management, LLC | $79.5M | 2.2M | Added |
| 17 | Confluence Wealth Services, Inc. | $76.3M | 2.1M | Added |
| 18 | Cardinal Point Capital Management ULC | $72.3M | 2.0M | Added |
| 19 | BAKER BOYER NATIONAL BANK | $71.8M | 1.9M | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $68.7M | 1.9M | Added |
| 21 | BetterWealth, LLC | $66.6M | 1.8M | Trimmed |
| 22 | LRI Investments, LLC | $65.7M | 1.8M | Added |
| 23 | Financial Symmetry Inc | $59.1M | 1.6M | Added |
| 24 | Trellis Wealth Advisors LLC | $58.8M | 1.6M | Trimmed |
| 25 | Apella Capital, LLC | $58.6M | 1.6M | Trimmed |