| 1 | Evensky & Katz LLC | $143.5M | 336,531 | Trimmed |
| 2 | TLWM | $124.9M | 292,816 | Trimmed |
| 3 | SENTINEL TRUST CO LBA | $107.0M | 250,902 | Added |
| 4 | Bricktown Capital, LLC | $79.8M | 187,144 | Trimmed |
| 5 | STEPHENS INC /AR/ | $75.8M | 177,801 | Added |
| 6 | Calamos Wealth Management LLC | $69.7M | 163,526 | Added |
| 7 | Ballentine Partners, LLC | $59.2M | 138,773 | Trimmed |
| 8 | FFT WEALTH MANAGEMENT LLC | $58.4M | 136,855 | Trimmed |
| 9 | Heck Capital Advisors, LLC | $53.0M | 124,292 | Added |
| 10 | Caprock Group, LLC | $50.8M | 119,191 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $46.3M | 108,567 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $39.9M | 93,596 | Trimmed |
| 13 | CIBC Asset Management Inc | $37.4M | 87,817 | New |
| 14 | HB Wealth Management, LLC | $34.4M | 80,702 | Added |
| 15 | Brooklyn FI, LLC | $33.6M | 79,177 | Added |
| 16 | Waldron Private Wealth LLC | $33.6M | 78,861 | Trimmed |
| 17 | Provenance Wealth Advisors, LLC | $33.5M | 78,528 | Trimmed |
| 18 | Tanglewood Wealth Management, Inc. | $31.8M | 74,519 | Trimmed |
| 19 | Great Diamond Partners, LLC | $30.8M | 72,221 | Added |
| 20 | EPIQ PARTNERS, LLC | $30.6M | 71,755 | Added |
| 21 | Finley Financial, LLC | $29.6M | 69,374 | Trimmed |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $29.3M | 68,656 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $25.6M | 60,050 | Added |
| 24 | JOHNSON INVESTMENT COUNSEL INC | $24.8M | 58,190 | Added |
| 25 | Truepoint, Inc. | $24.5M | 57,571 | Trimmed |