| 1 | HB Wealth Management, LLC | $166.7M | 3.3M | Added |
| 2 | Resonant Capital Advisors, LLC | $93.9M | 1.8M | Added |
| 3 | BAILARD, INC. | $58.5M | 1.1M | Added |
| 4 | WEATHERLY ASSET MANAGEMENT L. P. | $37.1M | 727,451 | Added |
| 5 | CWA Asset Management Group, LLC | $30.7M | 601,091 | Added |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | $27.4M | 536,845 | Added |
| 7 | Trust Co | $27.1M | 532,294 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.7M | 524,263 | Added |
| 9 | FSM Wealth Advisors, LLC | $25.9M | 508,803 | Added |
| 10 | Global Wealth Management, LLC | $25.6M | 502,395 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $23.6M | 463,734 | Added |
| 12 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $22.6M | 442,803 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $20.2M | 397,053 | Added |
| 14 | Private Advisor Group, LLC | $19.5M | 381,476 | Added |
| 15 | Interchange Capital Partners, LLC | $18.4M | 359,911 | Added |
| 16 | Gradient Investments LLC | $18.2M | 356,845 | Added |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC | $17.2M | 337,670 | Trimmed |
| 18 | Red Door Wealth Management, LLC | $15.8M | 310,180 | Added |
| 19 | Chesley Taft & Associates LLC | $14.6M | 285,335 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $14.5M | 283,757 | Added |
| 21 | Oak Harvest Investment Services | $14.4M | 282,359 | Added |
| 22 | Boothe Investment Group, Inc. | $14.0M | 274,289 | Trimmed |
| 23 | Rosenberg Matthew Hamilton | $13.4M | 262,671 | Trimmed |
| 24 | Phoenix Wealth Advisors | $13.3M | 261,094 | Added |
| 25 | Farther Finance Advisors, LLC | $13.3M | 260,393 | Added |