| 1 | Connecticut Wealth Management, LLC | $283.6M | 4.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $261.4M | 4.3M | Trimmed |
| 3 | Quotient Wealth Partners, LLC | $239.5M | 3.9M | Added |
| 4 | AE Wealth Management LLC | $217.8M | 3.6M | Trimmed |
| 5 | Private Advisor Group, LLC | $185.5M | 3.1M | Added |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC | $175.4M | 2.8M | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $174.8M | 2.8M | Added |
| 8 | Octavia Wealth Advisors, LLC | $171.3M | 2.8M | Added |
| 9 | BENJAMIN EDWARDS INC | $144.4M | 2.4M | Added |
| 10 | ANGELES WEALTH MANAGEMENT, LLC | $140.5M | 2.3M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $131.8M | 2.2M | Added |
| 12 | AlphaStar Capital Management, LLC | $123.6M | 2.0M | Added |
| 13 | Magnus Financial Group LLC | $117.4M | 1.9M | Added |
| 14 | OLD NATIONAL BANCORP /IN/ | $116.9M | 1.9M | Trimmed |
| 15 | First National Trust Co | $115.4M | 1.9M | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $103.2M | 1.7M | Added |
| 17 | Bell Bank | $103.0M | 1.7M | Trimmed |
| 18 | FOUNDERS FINANCIAL SECURITIES LLC | $92.8M | 1.5M | Added |
| 19 | SIMON QUICK ADVISORS, LLC | $92.6M | 1.5M | Trimmed |
| 20 | EXCHANGE TRADED CONCEPTS, LLC | $90.5M | 1.5M | Added |
| 21 | KWB Wealth | $83.0M | 1.4M | Trimmed |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $81.3M | 1.3M | Added |
| 23 | Klingman & Associates, LLC | $71.3M | 1.2M | Added |
| 24 | 71 West Capital Partners | $65.2M | 1.1M | Trimmed |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $63.7M | 1.0M | Added |