| 1 | KEYBANK NATIONAL ASSOCIATION/OH | $474.9M | 15.3M | Added |
| 2 | McAdam, LLC | $340.0M | 10.9M | Added |
| 3 | Boulay Financial Advisors, LLC | $303.0M | 9.7M | Added |
| 4 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $232.4M | 7.5M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $218.9M | 7.0M | Added |
| 6 | Steele Capital Management, Inc. | $199.8M | 6.4M | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $141.7M | 4.6M | Added |
| 8 | Charles Schwab Trust Co | $112.2M | 3.6M | Added |
| 9 | Gemmer Asset Management LLC | $83.6M | 2.7M | Added |
| 10 | RESTON WEALTH MANAGEMENT LLC | $73.6M | 2.4M | Added |
| 11 | Lee Financial Co | $67.7M | 2.2M | Trimmed |
| 12 | True North Advisors, LLC | $66.6M | 2.1M | Added |
| 13 | Prairiewood Capital, LLC | $61.4M | 2.0M | Added |
| 14 | DAVENPORT & Co LLC | $60.9M | 2.0M | Added |
| 15 | Eagle Strategies LLC | $56.4M | 1.8M | Added |
| 16 | Cornerstone Planning Group LLC | $55.1M | 1.7M | Added |
| 17 | Tanglewood Wealth Management, Inc. | $53.5M | 1.7M | Added |
| 18 | Koesten, Hirschmann & Crabtree, INC. | $52.7M | 1.7M | Trimmed |
| 19 | KAVAR CAPITAL PARTNERS GROUP, LLC | $51.3M | 1.7M | Added |
| 20 | Leonard Rickey Investment Advisors P.L.L.C. | $47.6M | 1.5M | Added |
| 21 | Resonant Capital Advisors, LLC | $44.3M | 1.4M | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $35.8M | 1.2M | Trimmed |
| 23 | Fortis Capital Advisors, LLC | $35.7M | 1.1M | Added |
| 24 | Belpointe Asset Management LLC | $35.7M | 1.1M | Added |
| 25 | Planned Solutions, Inc. | $32.2M | 1.0M | Trimmed |