| 1 | ASSETMARK, INC | $500.1M | 5.5M | Added |
| 2 | Private Advisor Group, LLC | $238.8M | 2.6M | Trimmed |
| 3 | Wealthcare Advisory Partners LLC | $227.7M | 2.5M | Trimmed |
| 4 | Professional Financial Advisors, LLC | $203.7M | 2.2M | Added |
| 5 | Hughes Financial Services, LLC | $157.1M | 1.7M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $136.7M | 1.5M | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $131.1M | 1.4M | Added |
| 8 | Syntegra Private Wealth Group, LLC | $123.5M | 1.4M | Trimmed |
| 9 | Keener Financial Planning LLC | $103.8M | 1.1M | Added |
| 10 | ARS Wealth Advisors Group, LLC | $92.5M | 1.0M | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $90.7M | 999,405 | Trimmed |
| 12 | Blueprint Investment Partners LLC | $79.8M | 879,321 | Added |
| 13 | VOISARD ASSET MANAGEMENT GROUP, INC. | $78.9M | 868,980 | Added |
| 14 | Wealthquest Corp | $78.7M | 866,474 | Added |
| 15 | Rosenberg Matthew Hamilton | $78.0M | 858,575 | Added |
| 16 | B.O.S.S. Retirement Advisors, LLC | $72.3M | 796,314 | Added |
| 17 | Weitzel Financial Services, Inc. | $61.8M | 684,063 | Added |
| 18 | Legacy Private Trust Co. | $56.9M | 626,685 | Trimmed |
| 19 | STATE OF MICHIGAN RETIREMENT SYSTEM | $51.3M | 565,479 | New |
| 20 | Symphony Financial, Ltd. Co. | $44.6M | 495,226 | Added |
| 21 | Winthrop Advisory Group LLC | $42.0M | 462,176 | Trimmed |
| 22 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $38.1M | 420,062 | Added |
| 23 | PARK AVENUE SECURITIES LLC | $37.9M | 417,513 | Added |
| 24 | Treasure Coast Financial Planning | $37.8M | 415,958 | Trimmed |
| 25 | Owl Creek Wealth Partners LLC | $35.7M | 392,903 | Added |