| 1 | Sequoia Financial Advisors, LLC | $342.9M | 5.9M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $101.4M | 1.8M | Trimmed |
| 3 | Abacus Planning Group, Inc. | $83.0M | 1.4M | Added |
| 4 | OXFORD FINANCIAL GROUP, LTD. LLC | $79.5M | 1.4M | Trimmed |
| 5 | Resonant Capital Advisors, LLC | $67.2M | 1.2M | Added |
| 6 | AlphaCore Capital LLC | $54.5M | 941,761 | Added |
| 7 | Madison Asset Management, LLC | $47.2M | 815,607 | Trimmed |
| 8 | Cetera Investment Advisers | $46.1M | 797,262 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $37.3M | 645,114 | Trimmed |
| 10 | STEEL GROVE CAPITAL ADVISORS, LLC | $35.9M | 620,063 | Added |
| 11 | Allen Capital Group, LLC | $32.1M | 554,563 | Added |
| 12 | LPL Financial LLC | $31.3M | 541,628 | Trimmed |
| 13 | Arlington Financial Advisors, LLC | $30.9M | 534,709 | Added |
| 14 | Rockefeller Capital Management L.P. | $26.1M | 450,827 | Added |
| 15 | Berkeley, Inc | $21.0M | 363,522 | Added |
| 16 | Crumly & Associates Inc. | $20.8M | 359,166 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $18.1M | 312,996 | Trimmed |
| 18 | Cerity Partners LLC | $18.0M | 311,398 | Trimmed |
| 19 | Indivisible Partners | $17.2M | 296,463 | Added |
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | $15.6M | 269,780 | Trimmed |
| 21 | Empire Financial Management Company, LLC | $14.9M | 256,581 | Added |
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.8M | 255,620 | Added |
| 23 | Orion Capital Management LLC | $10.3M | 178,302 | Trimmed |
| 24 | JPMORGAN CHASE & CO | $10.1M | 177,798 | Added |
| 25 | Focus Partners Wealth | $10.0M | 173,153 | Trimmed |