| 1 | ENVESTNET ASSET MANAGEMENT INC | $83.3M | 2.7M | Added |
| 2 | Curbstone Financial Management Corp | $40.2M | 1.3M | Added |
| 3 | Facet Wealth, Inc. | $36.0M | 1.2M | Trimmed |
| 4 | Farther Finance Advisors, LLC | $30.1M | 976,402 | Added |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | $29.9M | 969,434 | Trimmed |
| 6 | MFA WEALTH ADVISORS, LLC | $28.7M | 930,045 | Added |
| 7 | Cornerstone Management, Inc. | $26.9M | 872,431 | Added |
| 8 | MILESTONE ASSET MANAGEMENT, LLC | $24.6M | 796,500 | Added |
| 9 | Ameliora Wealth Management Ltd. | $22.9M | 742,057 | Added |
| 10 | Penobscot Investment Management Company, Inc. | $19.4M | 629,278 | Added |
| 11 | Towercrest Capital Management | $16.7M | 541,503 | Trimmed |
| 12 | Providence First Trust Co | $16.3M | 527,836 | Added |
| 13 | Whitcomb & Hess, Inc. | $16.2M | 526,422 | Added |
| 14 | Alliance Wealth Management Group | $15.8M | 512,832 | Trimmed |
| 15 | APPLETON PARTNERS INC/MA | $15.6M | 506,531 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 483,776 | Added |
| 17 | RFG Advisory, LLC | $14.0M | 454,959 | Added |
| 18 | ASSETMARK, INC | $13.2M | 429,451 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $13.1M | 426,058 | Added |
| 20 | PARSONS CAPITAL MANAGEMENT INC/RI | $11.7M | 378,061 | Trimmed |
| 21 | Atria Investments, Inc | $10.7M | 347,151 | Added |
| 22 | FIDUCIARY FINANCIAL GROUP, LLC | $10.2M | 330,908 | Added |
| 23 | Private Advisor Group, LLC | $9.0M | 291,690 | Added |
| 24 | CoreCap Advisors, LLC | $8.8M | 284,005 | Added |
| 25 | Cedar Mountain Advisors, LLC | $7.4M | 240,255 | Added |