| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $858.6M | 16.4M | Added |
| 2 | Mountain Capital Investment Advisors Inc. | $154.1M | 2.9M | Added |
| 3 | Auto-Owners Insurance Co | $142.6M | 2.7M | Trimmed |
| 4 | Boulay Financial Advisors, LLC | $139.7M | 2.6M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $131.7M | 2.5M | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $85.0M | 1.6M | Added |
| 7 | ALPS ADVISORS INC | $69.0M | 1.3M | Added |
| 8 | Nadler Financial Group, Inc. | $61.7M | 1.2M | Added |
| 9 | Trust Co | $58.8M | 1.1M | Trimmed |
| 10 | Capital Advantage, Inc. | $58.1M | 1.1M | Trimmed |
| 11 | Capital Advisors Wealth Management, LLC | $56.5M | 1.1M | Added |
| 12 | Hardy Reed LLC | $55.3M | 1.0M | Trimmed |
| 13 | Charles Schwab Trust Co | $53.9M | 1.0M | Trimmed |
| 14 | CANANDAIGUA NATIONAL BANK & TRUST CO | $53.5M | 1.0M | Trimmed |
| 15 | Johnson Bixby & Associates, LLC | $47.1M | 892,902 | Added |
| 16 | MFA WEALTH ADVISORS, LLC | $45.6M | 864,797 | Trimmed |
| 17 | Barry Investment Advisors, LLC | $43.5M | 824,655 | Added |
| 18 | Focus Financial Network, Inc. | $43.4M | 821,704 | Added |
| 19 | Unison Advisors LLC | $41.4M | 784,702 | Trimmed |
| 20 | LEAVELL INVESTMENT MANAGEMENT, INC. | $40.3M | 763,756 | Added |
| 21 | Dynamic Advisor Solutions LLC | $40.1M | 759,479 | Added |
| 22 | Arlington Financial Advisors, LLC | $39.9M | 756,692 | Trimmed |
| 23 | Maia Wealth LLC | $35.2M | 667,648 | Added |
| 24 | Resonant Capital Advisors, LLC | $33.3M | 631,809 | Trimmed |
| 25 | CABOT WEALTH MANAGEMENT INC | $30.6M | 579,556 | Added |