| 1 | SigFig Wealth Management, LLC | $172.5M | 3.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $162.6M | 3.1M | Added |
| 3 | HB Wealth Management, LLC | $47.4M | 910,914 | Trimmed |
| 4 | PRINCIPAL SECURITIES, INC. | $31.0M | 596,572 | Added |
| 5 | ARVEST INVESTMENTS, INC. | $21.8M | 419,485 | Added |
| 6 | Envestnet Portfolio Solutions, Inc. | $20.5M | 394,433 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 263,652 | Trimmed |
| 8 | AMERICAN NATIONAL BANK & TRUST | $13.5M | 259,995 | Added |
| 9 | Apella Capital, LLC | $12.0M | 238,766 | Trimmed |
| 10 | SPINNAKER TRUST | $9.7M | 187,166 | Trimmed |
| 11 | CoreCap Advisors, LLC | $8.1M | 155,725 | Added |
| 12 | CENTRAL TRUST Co | $7.5M | 144,952 | Added |
| 13 | Gladstone Institutional Advisory LLC | $4.6M | 88,316 | Added |
| 14 | Asset Advisors Investment Management, LLC | $4.0M | 77,829 | New |
| 15 | GFG Capital, LLC | $3.7M | 70,570 | Trimmed |
| 16 | 1900 WEALTH MANAGEMENT LLC | $3.5M | 66,833 | Trimmed |
| 17 | PKS Advisory Services, LLC | $2.6M | 50,132 | New |
| 18 | ATWOOD & PALMER INC | $2.3M | 43,693 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 38,736 | Added |
| 20 | TRUE Private Wealth Advisors | $1.4M | 27,212 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.4M | 26,508 | Added |
| 22 | Mengis Capital Management, Inc. | $1.3M | 25,114 | Added |
| 23 | Elmwood Wealth Management, Inc. | $1.3M | 25,050 | Hold |
| 24 | B. Riley Wealth Advisors, Inc. | $1.1M | 21,969 | New |
| 25 | Founders Financial Alliance, LLC | $1.1M | 21,309 | Added |