| 1 | SAGE FINANCIAL GROUP INC | $677.0M | 23.0M | Trimmed |
| 2 | Diversified Enterprises, LLC | $553.8M | 18.8M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $334.0M | 11.2M | Added |
| 4 | McAdam, LLC | $321.5M | 10.9M | Added |
| 5 | JMG Financial Group, Ltd. | $245.3M | 8.3M | Added |
| 6 | Kohmann Bosshard Financial Services, LLC | $232.6M | 7.9M | Added |
| 7 | ASSETMARK, INC | $195.0M | 6.6M | Added |
| 8 | Farther Finance Advisors, LLC | $174.8M | 5.9M | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $167.0M | 5.7M | Added |
| 10 | JOHNSON INVESTMENT COUNSEL INC | $161.6M | 5.5M | Added |
| 11 | FINANCIAL CONSULATE, INC | $155.0M | 5.3M | Added |
| 12 | BlueSky Wealth Advisors, LLC | $142.9M | 4.9M | Trimmed |
| 13 | Orgel Wealth Management, LLC | $137.1M | 4.7M | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $127.3M | 4.3M | Added |
| 15 | Charles Schwab Trust Co | $124.7M | 4.2M | Added |
| 16 | EVERMAY WEALTH MANAGEMENT LLC | $121.7M | 4.1M | Trimmed |
| 17 | Steele Capital Management, Inc. | $121.1M | 4.1M | Added |
| 18 | FSA Investment Group, LLC | $119.4M | 4.1M | Added |
| 19 | GREENWOOD GEARHART INC | $109.2M | 3.7M | Added |
| 20 | SIMS INVESTMENT MANAGEMENT, LLC | $98.6M | 3.3M | Added |
| 21 | CHOREO, LLC | $97.2M | 3.3M | Trimmed |
| 22 | HB Wealth Management, LLC | $92.6M | 3.1M | Added |
| 23 | Financial Solutions Advisory Group, Inc. | $79.5M | 2.7M | New |
| 24 | Baker Avenue Asset Management, LP | $78.9M | 2.7M | Trimmed |
| 25 | Standpoint Asset Management, LLC | $75.5M | 2.6M | Hold |