| 1 | Annex Advisory Services, LLC | $91.2M | 4.2M | Added |
| 2 | Vontobel Holding Ltd. | $8.0M | 368,462 | Trimmed |
| 3 | Mirae Asset Global Investments Co., Ltd. | $7.7M | 355,000 | New |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.8M | 266,677 | Trimmed |
| 5 | Towercrest Capital Management | $4.6M | 211,860 | Trimmed |
| 6 | Alliance Wealth Management Group | $4.3M | 198,661 | Trimmed |
| 7 | SigFig Wealth Management, LLC | $4.1M | 190,633 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 176,774 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 158,385 | Added |
| 10 | RFG Advisory, LLC | $2.6M | 121,883 | Trimmed |
| 11 | Sharper & Granite LLC | $2.1M | 95,050 | Trimmed |
| 12 | Synergy Asset Management, LLC | $2.0M | 91,316 | New |
| 13 | Sound Income Strategies, LLC | $1.9M | 85,647 | Added |
| 14 | Omega Financial Group, LLC | $1.9M | 85,508 | Added |
| 15 | SIMON QUICK ADVISORS, LLC | $1.7M | 79,705 | Trimmed |
| 16 | Probity Advisors, Inc. | $1.6M | 75,913 | Trimmed |
| 17 | RiverTree Advisors, LLC | $1.3M | 61,766 | Trimmed |
| 18 | Concurrent Investment Advisors, LLC | $1.3M | 61,344 | Added |
| 19 | City Center Advisors, LLC | $1.0M | 47,928 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $968,000 | 44,672 | Added |
| 21 | Robinswood Financial LLC | $895,801 | 41,376 | Trimmed |
| 22 | MISSION WEALTH MANAGEMENT, LP | $862,735 | 39,849 | Added |
| 23 | Legacy Wealth Asset Management, LLC | $843,592 | 38,965 | Added |
| 24 | B. Riley Wealth Advisors, Inc. | $771,303 | 35,478 | Added |
| 25 | Sowell Financial Services LLC | $638,507 | 29,492 | Added |