| 1 | ENVESTNET ASSET MANAGEMENT INC | $834.5M | 7.6M | Added |
| 2 | SIGNATUREFD, LLC | $536.6M | 4.9M | Added |
| 3 | Blue Trust, Inc. | $466.6M | 4.2M | Trimmed |
| 4 | ASPIRIANT, LLC | $406.0M | 3.7M | Added |
| 5 | Merit Financial Group, LLC | $327.9M | 3.0M | Added |
| 6 | BENJAMIN EDWARDS INC | $153.4M | 1.4M | Added |
| 7 | Modera Wealth Management, LLC | $131.4M | 1.2M | Added |
| 8 | Foster Group, Inc. | $124.7M | 1.1M | Added |
| 9 | Auto-Owners Insurance Co | $95.2M | 864,000 | Trimmed |
| 10 | CANANDAIGUA NATIONAL BANK & TRUST CO | $89.1M | 808,560 | Trimmed |
| 11 | Sequoia Financial Advisors, LLC | $76.6M | 695,001 | Trimmed |
| 12 | PRINCIPAL SECURITIES, INC. | $73.9M | 671,256 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $73.8M | 669,764 | Added |
| 14 | McGlone Suttner Wealth Management, Inc. | $73.2M | 664,617 | Added |
| 15 | Nadler Financial Group, Inc. | $48.9M | 443,540 | Trimmed |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | $47.3M | 429,490 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.7M | 391,557 | Added |
| 18 | Veracity Capital LLC | $40.6M | 368,402 | Added |
| 19 | PCA Investment Advisory Services Inc. | $36.5M | 330,925 | Added |
| 20 | Townsend & Associates, Inc | $35.2M | 316,302 | Trimmed |
| 21 | SOUTHERN CAPITAL ADVISORS, LLC | $34.3M | 311,418 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $33.4M | 303,430 | Added |
| 23 | DDFG, Inc | $33.1M | 300,399 | Added |
| 24 | Duncan Williams Asset Management, LLC | $31.1M | 282,318 | Added |
| 25 | Private Advisor Group, LLC | $26.8M | 243,044 | Added |