| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $703.5M | 13.4M | Added |
| 2 | Symmetry Partners, LLC | $50.6M | 948,588 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $35.9M | 672,511 | Added |
| 4 | Acropolis Investment Management, LLC | $34.1M | 640,207 | Added |
| 5 | Armbruster Capital Management, Inc. | $24.6M | 460,391 | Added |
| 6 | Kathmere Capital Management, LLC | $24.3M | 455,627 | Added |
| 7 | Shore Point Advisors, LLC | $20.8M | 483,285 | Added |
| 8 | CABOT WEALTH MANAGEMENT INC | $17.2M | 322,958 | Added |
| 9 | Venture Visionary Partners LLC | $16.6M | 311,126 | Added |
| 10 | Straight Path Wealth Management | $15.9M | 298,739 | Added |
| 11 | Family Capital Trust Co | $14.4M | 269,905 | Trimmed |
| 12 | Focus Financial Network, Inc. | $14.1M | 264,351 | Added |
| 13 | Financial Partners Group, Inc | $13.5M | 253,750 | Added |
| 14 | ATWOOD & PALMER INC | $12.0M | 224,812 | Trimmed |
| 15 | Apella Capital, LLC | $11.2M | 214,996 | Trimmed |
| 16 | Solano Wealth Investment Advisors LLC | $11.2M | 209,765 | Added |
| 17 | Sequoia Financial Advisors, LLC | $10.7M | 199,961 | Trimmed |
| 18 | Archvest Wealth Advisors, Inc. | $9.8M | 183,959 | Trimmed |
| 19 | CGC Financial Services, LLC | $9.2M | 173,298 | Trimmed |
| 20 | Wealth Enhancement Trust Services, Inc. | $9.0M | 169,524 | Added |
| 21 | Venturi Wealth Management, LLC | $8.4M | 157,490 | Added |
| 22 | Alexis Investment Partners, LLC | $7.8M | 146,985 | Trimmed |
| 23 | Fifth Third Wealth Advisors LLC | $6.4M | 119,296 | New |
| 24 | Cambridge Investment Research Advisors, Inc. | $6.3M | 118,074 | Added |
| 25 | Segment Wealth Management, LLC | $5.8M | 109,113 | Trimmed |