| 1 | CENTRAL TRUST Co | $216.0M | 8.2M | Added |
| 2 | Quadratic Capital Management LLC | $213.4M | 8.1M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $166.8M | 6.3M | Added |
| 4 | Elm Partners Management LLC | $126.9M | 4.8M | Trimmed |
| 5 | ARMSTRONG ADVISORY GROUP, INC | $93.5M | 3.5M | Added |
| 6 | Wealthcare Advisory Partners LLC | $55.4M | 2.1M | Added |
| 7 | ASSETMARK, INC | $54.9M | 2.1M | Trimmed |
| 8 | LifeGuide Financial Advisors, LLC | $54.9M | 2.1M | Added |
| 9 | PRINCIPAL SECURITIES, INC. | $52.4M | 2.0M | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $50.0M | 1.9M | Added |
| 11 | Diversified Enterprises, LLC | $47.6M | 1.8M | Added |
| 12 | Kohmann Bosshard Financial Services, LLC | $44.1M | 1.7M | Added |
| 13 | BlueSky Wealth Advisors, LLC | $43.0M | 1.6M | Added |
| 14 | Financial Architects, LLC | $41.5M | 1.6M | Added |
| 15 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $39.8M | 1.5M | Added |
| 16 | Garde Capital, Inc. | $39.0M | 1.5M | New |
| 17 | Pictet Asset Management Holding SA | $38.5M | 1.5M | Added |
| 18 | Matrix Trust Co | $34.5M | 1.3M | Trimmed |
| 19 | ALTFEST L J & CO INC | $29.4M | 1.1M | Added |
| 20 | Prentice Wealth Management LLC | $28.4M | 1.1M | Added |
| 21 | Avior Wealth Management, LLC | $26.9M | 1.0M | Added |
| 22 | Seneca Financial Advisors LLC | $26.5M | 998,768 | Added |
| 23 | CITIGROUP INC | $23.8M | 899,338 | Added |
| 24 | Navalign, LLC | $19.2M | 726,108 | Added |
| 25 | Modera Wealth Management, LLC | $18.4M | 695,863 | Trimmed |