| 1 | Financial Engines Advisors L.L.C. | $1.37B | 43.6M | Trimmed |
| 2 | Legacy Wealth Management, Inc | $188.0M | 6.0M | Trimmed |
| 3 | Creative Planning | $122.2M | 3.9M | Added |
| 4 | Warwick Investment Management, Inc. | $112.2M | 3.6M | Added |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $108.1M | 3.5M | Trimmed |
| 6 | ARMSTRONG ADVISORY GROUP, INC | $77.6M | 2.5M | Trimmed |
| 7 | WADDELL & ASSOCIATES, LLC | $67.1M | 2.1M | Added |
| 8 | Plum Street Advisors, LLC | $22.6M | 720,874 | Added |
| 9 | Focus Partners Wealth | $15.0M | 477,541 | Added |
| 10 | Mariner, LLC | $14.1M | 449,173 | Added |
| 11 | Lighthouse Wealth Management Inc. | $12.3M | 391,661 | Added |
| 12 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $8.1M | 258,167 | Added |
| 13 | LPL Financial LLC | $7.7M | 246,307 | Added |
| 14 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $6.8M | 217,827 | Added |
| 15 | Blake Schutter Theil Wealth Advisors, LLC | $6.0M | 190,089 | Trimmed |
| 16 | NorthRock Partners, LLC | $5.5M | 175,317 | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $5.4M | 173,740 | Trimmed |
| 18 | FreeGulliver LLC | $4.6M | 146,686 | Added |
| 19 | HBK Sorce Advisory LLC | $4.4M | 124,797 | Hold |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 135,910 | Added |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.9M | 124,315 | Trimmed |
| 22 | Blue Sky Capital Consultants Group, Inc. | $3.9M | 123,125 | Added |
| 23 | Donor Advised Charitable Giving, Inc. | $3.7M | 117,247 | Hold |
| 24 | Cerity Partners LLC | $3.7M | 116,867 | Trimmed |
| 25 | MAI Capital Management | $3.4M | 109,549 | Added |