| 1 | REBALANCE, LLC | $83.3M | 2.3M | Added |
| 2 | Orgel Wealth Management, LLC | $79.7M | 2.2M | Added |
| 3 | MATHER GROUP, LLC. | $76.8M | 2.1M | Added |
| 4 | Krilogy Financial LLC | $63.0M | 1.7M | Added |
| 5 | Charles Schwab Trust Co | $59.9M | 1.7M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $56.7M | 1.6M | Added |
| 7 | Heartwood Wealth Advisors LLC | $55.1M | 1.5M | Added |
| 8 | Mountain Capital Investment Advisors Inc. | $52.4M | 1.4M | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $47.0M | 1.3M | Added |
| 10 | RAINEY & RANDALL WEALTH ADVISORS INC. | $39.7M | 1.1M | Added |
| 11 | JMG Financial Group, Ltd. | $34.8M | 960,587 | Added |
| 12 | BENJAMIN EDWARDS INC | $31.1M | 857,565 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $25.5M | 704,076 | Added |
| 14 | Ballentine Partners, LLC | $23.1M | 636,075 | Trimmed |
| 15 | BlueSky Wealth Advisors, LLC | $22.6M | 623,170 | Trimmed |
| 16 | 93 Financial Group, LLC | $22.4M | 617,288 | Trimmed |
| 17 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $18.4M | 507,913 | Added |
| 18 | TruNorth Capital Management, LLC | $18.0M | 496,715 | Added |
| 19 | NAPLES GLOBAL ADVISORS, LLC | $17.9M | 492,388 | Added |
| 20 | PRINCIPAL SECURITIES, INC. | $17.4M | 480,364 | Added |
| 21 | Towercrest Capital Management | $17.3M | 476,643 | Trimmed |
| 22 | Alliance Wealth Management Group | $17.3M | 476,643 | Trimmed |
| 23 | Boyd Wealth Management, LLC | $16.9M | 465,589 | Added |
| 24 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $16.0M | 440,417 | Trimmed |
| 25 | Procyon Advisors, LLC | $15.5M | 428,341 | Trimmed |