| 1 | HB Wealth Management, LLC | $506.5M | 10.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $216.9M | 4.3M | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $202.8M | 4.0M | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $195.7M | 3.9M | Added |
| 5 | Cornerstone Management, Inc. | $113.7M | 2.2M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $105.2M | 2.1M | Added |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $97.2M | 1.9M | Trimmed |
| 8 | GREENWOOD GEARHART INC | $92.4M | 1.8M | Added |
| 9 | ASSETMARK, INC | $90.0M | 1.8M | Added |
| 10 | RiverFront Investment Group, LLC | $79.9M | 1.6M | Trimmed |
| 11 | CITIGROUP INC | $67.6M | 1.3M | Added |
| 12 | Rock Creek Group, LP | $65.9M | 1.3M | Added |
| 13 | SIGNATUREFD, LLC | $65.5M | 1.3M | Trimmed |
| 14 | Crane Advisory, LLC | $60.5M | 1.2M | Added |
| 15 | Phoenix Wealth Advisors | $50.3M | 994,969 | Added |
| 16 | Private Advisor Group, LLC | $49.9M | 986,804 | Trimmed |
| 17 | PFG Investments, LLC | $46.1M | 912,435 | Trimmed |
| 18 | AE Wealth Management LLC | $45.8M | 905,774 | Added |
| 19 | MEMBERS CAPITAL ADVISORS INC | $45.5M | 900,000 | Added |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $42.8M | 846,270 | Added |
| 21 | STEPHENS INC /AR/ | $41.8M | 826,961 | Trimmed |
| 22 | AdvisorNet Financial, Inc | $41.5M | 821,078 | Added |
| 23 | Alpha Omega Wealth Management LLC | $40.3M | 797,365 | Trimmed |
| 24 | Great Point Wealth Advisors, LLC | $37.6M | 744,455 | Added |
| 25 | RETIREMENT INCOME SOLUTIONS, INC | $36.4M | 718,740 | Trimmed |