| 1 | Annex Advisory Services, LLC | $282.7M | 6.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $269.3M | 5.9M | Added |
| 3 | SigFig Wealth Management, LLC | $226.5M | 5.0M | Added |
| 4 | HB Wealth Management, LLC | $118.6M | 2.6M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $96.6M | 2.1M | Added |
| 6 | Financial Management Professionals, Inc. | $64.5M | 1.4M | Added |
| 7 | PRINCIPAL SECURITIES, INC. | $57.9M | 1.3M | Added |
| 8 | High Probability Advisors, LLC | $48.6M | 1.1M | Added |
| 9 | Envestnet Portfolio Solutions, Inc. | $36.6M | 800,098 | Added |
| 10 | Lebenthal Global Advisors, LLC | $36.3M | 794,660 | Added |
| 11 | AMERICAN NATIONAL BANK & TRUST | $35.2M | 770,380 | Added |
| 12 | LexAurum Advisors, LLC | $27.0M | 590,479 | Trimmed |
| 13 | Hixon Zuercher, LLC | $24.1M | 526,508 | Added |
| 14 | Asset Advisors Investment Management, LLC | $23.1M | 505,390 | Trimmed |
| 15 | CoreCap Advisors, LLC | $23.0M | 503,940 | Added |
| 16 | Ledyard National Bank | $22.2M | 486,622 | Trimmed |
| 17 | Paul R. Ried Financial Group, LLC | $22.2M | 484,829 | Added |
| 18 | APPLETON PARTNERS INC/MA | $21.1M | 461,827 | Added |
| 19 | Baker Ellis Asset Management LLC | $19.4M | 424,635 | Added |
| 20 | White Pine Investment CO | $16.9M | 369,545 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $15.1M | 329,986 | Added |
| 22 | GFG Capital, LLC | $14.9M | 326,323 | Trimmed |
| 23 | Mengis Capital Management, Inc. | $14.1M | 309,091 | Added |
| 24 | Bridgewealth Advisory Group, LLC | $13.3M | 291,728 | Added |
| 25 | Hennion & Walsh Asset Management, Inc. | $13.1M | 286,713 | Trimmed |