| 1 | ENVESTNET ASSET MANAGEMENT INC | $359.4M | 13.6M | Added |
| 2 | Sequoia Financial Advisors, LLC | $328.9M | 12.4M | Added |
| 3 | AE Wealth Management LLC | $197.6M | 7.5M | Trimmed |
| 4 | State of New Jersey Common Pension Fund D | $119.3M | 4.5M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $111.2M | 4.2M | Added |
| 6 | Advocacy Wealth Management, LLC | $107.1M | 4.0M | Added |
| 7 | Krilogy Financial LLC | $106.7M | 4.0M | Added |
| 8 | Confluence Wealth Services, Inc. | $95.4M | 3.6M | Added |
| 9 | GR FINANCIAL GROUP, LLC | $93.9M | 3.5M | Added |
| 10 | Ocean Park Asset Management, LLC | $87.0M | 3.3M | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $78.2M | 2.9M | Added |
| 12 | Fragasso Financial Advisors Inc | $77.1M | 2.9M | Added |
| 13 | Falcon Wealth Planning | $67.1M | 2.5M | Added |
| 14 | Apollon Wealth Management, LLC | $66.3M | 2.5M | Added |
| 15 | Family Investment Center, Inc. | $63.4M | 2.4M | Added |
| 16 | Journey Advisory Group, LLC | $63.4M | 2.4M | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $61.1M | 2.3M | Added |
| 18 | Ellenbecker Investment Group | $50.0M | 1.9M | Added |
| 19 | RiverFront Investment Group, LLC | $49.7M | 1.9M | Added |
| 20 | Ritter Daniher Financial Advisory LLC / DE | $48.1M | 1.8M | Added |
| 21 | GeoWealth Management, LLC | $48.0M | 1.8M | Added |
| 22 | Sunflower Bank, N.A. | $45.1M | 1.7M | Added |
| 23 | HUB Investment Partners, LLC | $45.1M | 1.7M | Added |
| 24 | Waterway Wealth Management, LLC | $43.5M | 1.7M | Added |
| 25 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $42.9M | 1.6M | Added |