| 1 | Focus Partners Wealth | $76.2M | 3.4M | Added |
| 2 | MORGAN STANLEY | $76.2M | 3.4M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $67.7M | 3.0M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $60.8M | 2.7M | Added |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $53.6M | 2.4M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $43.4M | 1.9M | Added |
| 7 | UBS Group AG | $31.4M | 1.4M | Added |
| 8 | BAILARD, INC. | $30.3M | 1.4M | New |
| 9 | Brookstone Capital Management | $30.2M | 1.4M | Trimmed |
| 10 | Heartwood Wealth Advisors LLC | $28.8M | 1.3M | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $28.3M | 1.3M | Added |
| 12 | Financial Advisory Corp | $27.5M | 1.2M | Added |
| 13 | Asset Advisors Investment Management, LLC | $27.0M | 1.2M | Added |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.3M | 1.2M | Added |
| 15 | HM PAYSON & CO | $23.3M | 1.0M | Added |
| 16 | LPL Financial LLC | $23.2M | 1.0M | Added |
| 17 | Stratos Wealth Partners, LTD. | $22.6M | 1.0M | Added |
| 18 | ATWOOD & PALMER INC | $21.0M | 943,410 | Added |
| 19 | Royal Bank of Canada | $21.0M | 940,676 | Added |
| 20 | Horizon Advisory Services, Inc. | $20.1M | 901,221 | Added |
| 21 | Journey Advisory Group, LLC | $19.4M | 870,420 | Added |
| 22 | Integrated Wealth Concepts LLC | $18.0M | 809,948 | Added |
| 23 | AMERIPRISE FINANCIAL INC | $17.9M | 802,850 | Added |
| 24 | MKT Advisors LLC | $17.8M | 802,813 | Added |
| 25 | Baltimore-Washington Financial Advisors, Inc. | $17.6M | 791,726 | Added |