| 1 | AIA Group Ltd | $630.5M | 15.1M | Added |
| 2 | Merit Financial Group, LLC | $351.7M | 8.4M | Added |
| 3 | HB Wealth Management, LLC | $271.3M | 6.7M | Added |
| 4 | Legacy Advisors, LLC | $143.1M | 3.4M | Trimmed |
| 5 | Crestwood Advisors Group, LLC | $82.1M | 2.0M | Added |
| 6 | FFT WEALTH MANAGEMENT LLC | $75.4M | 1.8M | Added |
| 7 | Atria Investments, Inc | $70.9M | 1.7M | Added |
| 8 | Prodigy Asset Management LLC | $51.4M | 1.2M | Added |
| 9 | CENTRAL TRUST Co | $33.7M | 808,861 | Trimmed |
| 10 | PINNACLE ASSOCIATES LTD | $33.5M | 805,822 | Trimmed |
| 11 | New Republic Capital, LLC | $22.4M | 536,075 | Added |
| 12 | Colony Family Offices, LLC | $21.3M | 512,289 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.3M | 484,903 | Added |
| 14 | Verum Partners LLC | $20.1M | 483,100 | Added |
| 15 | Allegheny Financial Group | $20.0M | 480,698 | Added |
| 16 | Stonehearth Capital Management, LLC | $18.6M | 447,576 | Added |
| 17 | Paragon Capital Management Ltd | $16.8M | 402,821 | Added |
| 18 | Crusonia Wealth Advisors LLC | $16.1M | 387,232 | Trimmed |
| 19 | Leisure Capital Management | $13.3M | 319,341 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $12.5M | 299,660 | Trimmed |
| 21 | New England Private Wealth Advisors LLC | $9.2M | 225,798 | Added |
| 22 | LGL PARTNERS, LLC | $8.6M | 206,341 | Added |
| 23 | Diversified Trust Co | $7.9M | 189,586 | Trimmed |
| 24 | Apella Capital, LLC | $6.5M | 155,203 | Trimmed |
| 25 | Hartford Financial Management Inc. | $5.9M | 142,248 | Added |