| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.66B | 7.6M | Trimmed |
| 2 | Orgel Wealth Management, LLC | $736.9M | 3.4M | Added |
| 3 | Facet Wealth, Inc. | $724.2M | 3.3M | Added |
| 4 | M&T Bank Corp | $672.7M | 3.1M | Added |
| 5 | Blue Trust, Inc. | $594.6M | 2.7M | Added |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | $502.4M | 2.3M | Trimmed |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $393.8M | 1.8M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $221.4M | 1.0M | Trimmed |
| 9 | Connecticut Wealth Management, LLC | $214.0M | 975,098 | Trimmed |
| 10 | Foster Group, Inc. | $168.1M | 765,906 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $157.3M | 716,907 | Added |
| 12 | D.A. DAVIDSON & CO. | $135.1M | 615,670 | Added |
| 13 | Unison Advisors LLC | $134.4M | 612,288 | Added |
| 14 | JOHNSON INVESTMENT COUNSEL INC | $118.5M | 539,969 | Added |
| 15 | HOWARD FINANCIAL SERVICES, LTD. | $112.7M | 513,557 | Added |
| 16 | PINNACLE ASSOCIATES LTD | $95.3M | 434,127 | Added |
| 17 | STATE OF MICHIGAN RETIREMENT SYSTEM | $92.1M | 419,649 | Added |
| 18 | SAX WEALTH ADVISORS, LLC | $89.4M | 465,970 | Added |
| 19 | Baker Avenue Asset Management, LP | $89.4M | 407,272 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $88.0M | 401,182 | Trimmed |
| 21 | Obermeyer Wealth Partners | $78.2M | 356,383 | Trimmed |
| 22 | True Link Financial Advisors, LLC | $71.0M | 323,641 | Added |
| 23 | LANDAAS & CO /WI /ADV | $68.2M | 310,816 | Added |
| 24 | Miracle Mile Advisors, LLC | $63.5M | 289,324 | Trimmed |
| 25 | Baron Wealth Management LLC | $61.8M | 281,840 | Added |