| 1 | ENVESTNET ASSET MANAGEMENT INC | $712.4M | 14.4M | Added |
| 2 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $391.0M | 7.9M | Added |
| 3 | Apollon Wealth Management, LLC | $84.0M | 1.7M | Added |
| 4 | Catalyst Capital Advisors LLC | $81.8M | 1.7M | Added |
| 5 | Millburn Ridgefield LLC /DE/ | $81.8M | 1.7M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $69.4M | 1.4M | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $68.7M | 1.4M | Added |
| 8 | Allen Capital Group, LLC | $52.2M | 1.1M | Added |
| 9 | Carnegie Investment Counsel | $50.3M | 1.0M | Added |
| 10 | RVW Wealth, LLC | $47.5M | 958,361 | Added |
| 11 | D'Orazio & Associates, Inc. | $44.9M | 906,626 | Trimmed |
| 12 | Unison Advisors LLC | $44.3M | 893,135 | Added |
| 13 | Harbor Group, Inc. | $43.6M | 880,746 | Added |
| 14 | Silver Coast Investments LLC | $43.3M | 874,412 | Trimmed |
| 15 | Sunburst Financial Group, LLC | $40.3M | 812,667 | Added |
| 16 | Foster Victor Wealth Advisors, LLC | $34.4M | 697,839 | Added |
| 17 | Foster Group, Inc. | $26.8M | 540,922 | Added |
| 18 | Paragon Capital Management Ltd | $26.6M | 535,930 | Trimmed |
| 19 | HOWARD FINANCIAL SERVICES, LTD. | $25.6M | 517,003 | Added |
| 20 | Altus Wealth Management, LLC | $25.5M | 513,827 | Added |
| 21 | Kathmere Capital Management, LLC | $25.4M | 512,630 | Added |
| 22 | Ascent Wealth Partners, LLC | $23.9M | 483,164 | Added |
| 23 | Armbruster Capital Management, Inc. | $23.6M | 477,138 | Added |
| 24 | Linscomb Wealth, Inc. | $22.9M | 461,807 | Added |
| 25 | Ledyard National Bank | $21.5M | 432,942 | Trimmed |