| 1 | ENVESTNET ASSET MANAGEMENT INC | $278.4M | 11.8M | Added |
| 2 | BENJAMIN EDWARDS INC | $52.8M | 2.2M | Added |
| 3 | Elm Partners Management LLC | $43.0M | 1.8M | Added |
| 4 | Charles Schwab Trust Co | $35.5M | 1.5M | Trimmed |
| 5 | RATIONAL ADVISORS, INC. | $32.4M | 1.4M | Added |
| 6 | M&T Bank Corp | $24.8M | 1.0M | Added |
| 7 | Pioneer Wealth Management Group | $20.9M | 883,192 | Added |
| 8 | ZynergyRetirementPlanningLLC | $19.4M | 820,717 | Added |
| 9 | PRINCIPAL SECURITIES, INC. | $17.4M | 733,151 | Added |
| 10 | Morningstar Investment Management LLC | $15.2M | 705,180 | Hold |
| 11 | Krilogy Financial LLC | $12.5M | 527,590 | Added |
| 12 | Courage Miller Partners, LLC | $12.3M | 518,727 | Trimmed |
| 13 | Firestone Capital Management | $11.7M | 491,986 | Added |
| 14 | ASSETMARK, INC | $11.0M | 463,449 | Added |
| 15 | WEALTH MANAGEMENT RESOURCES, INC. | $9.6M | 407,235 | Added |
| 16 | Avior Wealth Management, LLC | $9.5M | 403,264 | Added |
| 17 | VISTA CAPITAL PARTNERS, INC. | $8.3M | 349,509 | Added |
| 18 | Amicus Financial Advisors, LLC | $8.2M | 347,827 | Trimmed |
| 19 | Upper Left Wealth Management, LLC | $6.8M | 288,256 | Added |
| 20 | CoreCap Advisors, LLC | $6.8M | 285,187 | Added |
| 21 | White & Co Financial Planning Inc | $6.7M | 281,314 | Added |
| 22 | Stanich Group LLC | $5.8M | 245,088 | Added |
| 23 | Williams Financial, LLC | $5.7M | 240,915 | Added |
| 24 | Cypress Point Wealth Management, LLC | $5.7M | 240,432 | Added |
| 25 | ELEVATION WEALTH PARTNERS, LLC | $5.6M | 235,300 | Added |