| 1 | ACR Alpine Capital Research, LLC | $1.35B | 13.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $318.5M | 3.2M | Added |
| 3 | OPPENHEIMER ASSET MANAGEMENT INC. | $297.9M | 3.0M | Added |
| 4 | Miracle Mile Advisors, LLC | $88.6M | 884,634 | Trimmed |
| 5 | Pathway Financial Advisors LLC | $88.2M | 883,009 | Trimmed |
| 6 | HOHIMER WEALTH MANAGEMENT, LLC | $59.4M | 592,861 | Added |
| 7 | 3EDGE Asset Management, LP | $58.4M | 583,193 | Trimmed |
| 8 | Atria Investments, Inc | $45.3M | 452,406 | Added |
| 9 | Chicago Partners Investment Group LLC | $29.1M | 290,885 | Added |
| 10 | Waterloo Capital, L.P. | $23.5M | 234,945 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $22.6M | 225,662 | Trimmed |
| 12 | ALTFEST L J & CO INC | $21.9M | 218,940 | Added |
| 13 | SAGE RHINO CAPITAL LLC | $18.7M | 186,254 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.1M | 171,413 | Added |
| 15 | Robertson Stephens Wealth Management, LLC | $14.5M | 144,376 | Trimmed |
| 16 | Financial & Tax Architects, LLC | $14.4M | 143,348 | Added |
| 17 | MBL Wealth, LLC | $12.6M | 126,202 | Trimmed |
| 18 | GUIDANCE CAPITAL, INC | $11.8M | 118,446 | Added |
| 19 | BLUE SQUARE ASSET MANAGEMENT, LLC | $11.8M | 118,191 | Trimmed |
| 20 | WealthTrak Capital Management LLC | $11.8M | 118,041 | Trimmed |
| 21 | Rock Creek Group, LP | $10.7M | 107,042 | Trimmed |
| 22 | OPPENHEIMER & CO INC | $9.4M | 93,407 | Added |
| 23 | RESOLUTE CAPITAL, LLC | $8.9M | 89,228 | Trimmed |
| 24 | Wilkerson Advisory Group LLC | $8.5M | 84,811 | Added |
| 25 | Baker Ellis Asset Management LLC | $8.3M | 83,088 | Trimmed |