| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.15B | 12.0M | Added |
| 2 | D.A. DAVIDSON & CO. | $755.3M | 7.9M | Added |
| 3 | Sequoia Financial Advisors, LLC | $601.0M | 6.3M | Added |
| 4 | Waldron Private Wealth LLC | $275.9M | 2.9M | Trimmed |
| 5 | DAVIDSON INVESTMENT ADVISORS | $202.5M | 2.1M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $172.5M | 1.8M | Added |
| 7 | CAHABA WEALTH MANAGEMENT, INC. | $172.5M | 1.8M | Added |
| 8 | Hardy Reed LLC | $151.3M | 1.6M | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $149.9M | 1.6M | Added |
| 10 | TRUE Private Wealth Advisors | $82.3M | 862,127 | Trimmed |
| 11 | LOWE BROCKENBROUGH & CO INC | $72.6M | 760,416 | Added |
| 12 | Legacy Wealth Management, Inc | $69.5M | 728,716 | Trimmed |
| 13 | Tiller Private Wealth, Inc. | $59.3M | 621,092 | Trimmed |
| 14 | M&T Bank Corp | $58.8M | 616,609 | Trimmed |
| 15 | Miracle Mile Advisors, LLC | $56.5M | 591,873 | Added |
| 16 | Astoria Strategic Wealth, Inc. | $51.8M | 542,748 | Added |
| 17 | Chesley Taft & Associates LLC | $51.6M | 540,179 | Added |
| 18 | EQUITABLE TRUST CO | $50.6M | 529,756 | Trimmed |
| 19 | FACTORY MUTUAL INSURANCE CO | $50.0M | 524,000 | New |
| 20 | Bricktown Capital, LLC | $49.1M | 514,044 | Added |
| 21 | Standpoint Asset Management, LLC | $42.4M | 444,300 | Added |
| 22 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $39.1M | 409,902 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $38.6M | 404,333 | Trimmed |
| 24 | HUB Investment Partners, LLC | $33.2M | 348,109 | Added |
| 25 | Brookstone Capital Management | $26.0M | 272,923 | Trimmed |