| 1 | Asset Dedication, LLC | $91.3M | 2.6M | Trimmed |
| 2 | JONES FINANCIAL COMPANIES LLLP | $71.8M | 2.1M | Added |
| 3 | RITHOLTZ WEALTH MANAGEMENT | $51.0M | 1.4M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $35.3M | 987,813 | Added |
| 5 | HighTower Advisors, LLC | $34.2M | 954,524 | Added |
| 6 | EXENCIAL WEALTH ADVISORS, LLC | $29.8M | 832,153 | Added |
| 7 | Sensible Money, LLC | $27.2M | 758,832 | Added |
| 8 | FMR LLC | $26.3M | 734,090 | Trimmed |
| 9 | True Wealth Design, LLC | $25.1M | 701,289 | Trimmed |
| 10 | Marquette Asset Management, LLC | $24.2M | 676,015 | Added |
| 11 | Beacon Pointe Advisors, LLC | $21.7M | 605,833 | Trimmed |
| 12 | B&D White Capital Company, LLC | $21.0M | 587,710 | Added |
| 13 | Evanson Asset Management, LLC | $20.9M | 585,452 | Added |
| 14 | Janney Montgomery Scott LLC | $20.7M | 579,741 | Added |
| 15 | Family Investment Center, Inc. | $20.4M | 569,480 | Added |
| 16 | NorthAvenue LLC | $19.6M | 549,150 | Trimmed |
| 17 | Cambridge Financial Group, LLC | $18.1M | 507,088 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $17.9M | 500,000 | New |
| 19 | Penserra Capital Management LLC | $17.7M | 495,000 | New |
| 20 | EAGLE WEALTH STRATEGIES LLC | $17.5M | 488,464 | Added |
| 21 | Index Fund Advisors, Inc. | $17.5M | 488,266 | Added |
| 22 | Alesco Advisors LLC | $16.0M | 447,821 | Added |
| 23 | Strata Wealth Advisors, LLC | $14.7M | 411,910 | Trimmed |
| 24 | Guardian Wealth Management, LLC | $12.4M | 346,462 | Trimmed |
| 25 | Graves Light Lenhart Wealth, Inc. | $12.4M | 345,603 | Trimmed |