| 1 | ENVESTNET ASSET MANAGEMENT INC | $319.8M | 13.2M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.6M | 4.1M | Added |
| 3 | Moisand Fitzgerald Tamayo, LLC | $98.5M | 4.1M | Added |
| 4 | Bangor Savings Bank | $66.6M | 2.8M | Added |
| 5 | Merit Financial Group, LLC | $59.0M | 2.4M | Added |
| 6 | FIDUCIARY FINANCIAL GROUP, LLC | $55.6M | 2.3M | Added |
| 7 | LVW Advisors, LLC | $52.7M | 2.2M | Added |
| 8 | TruNorth Capital Management, LLC | $51.0M | 2.1M | Added |
| 9 | FLC Capital Advisors | $45.0M | 1.9M | Added |
| 10 | High Probability Advisors, LLC | $42.5M | 1.8M | Added |
| 11 | MassMutual Private Wealth & Trust, FSB | $41.0M | 1.7M | Added |
| 12 | RMR Wealth Builders | $39.8M | 1.7M | Added |
| 13 | DAVENPORT & Co LLC | $39.7M | 1.6M | Added |
| 14 | Morningstar Investment Management LLC | $39.2M | 1.6M | Hold |
| 15 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $38.9M | 1.6M | Added |
| 16 | LEAVELL INVESTMENT MANAGEMENT, INC. | $34.3M | 1.4M | Added |
| 17 | ACCESS FINANCIAL SERVICES, INC. | $33.8M | 1.4M | Added |
| 18 | Charles Schwab Trust Co | $27.5M | 1.1M | Added |
| 19 | MBM WEALTH CONSULTANTS, LLC | $26.8M | 1.1M | Added |
| 20 | Avior Wealth Management, LLC | $26.2M | 1.1M | Added |
| 21 | Holcombe Financial, Inc. | $24.8M | 1.0M | Trimmed |
| 22 | Galvin, Gaustad & Stein, LLC | $23.3M | 965,268 | Added |
| 23 | Journey Advisory Group, LLC | $21.7M | 900,961 | Added |
| 24 | Courage Miller Partners, LLC | $20.5M | 850,858 | Added |
| 25 | AdvisorNet Financial, Inc | $20.5M | 847,580 | Added |