| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $235.9M | 6.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $195.4M | 5.0M | Added |
| 3 | TECTONIC ADVISORS LLC | $104.5M | 2.6M | Added |
| 4 | CAPITAL ADVISORS INC/OK | $54.0M | 1.4M | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.4M | 1.1M | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $31.4M | 796,068 | Added |
| 7 | FAS Wealth Partners, Inc. | $26.9M | 682,427 | Added |
| 8 | WEATHERLY ASSET MANAGEMENT L. P. | $26.8M | 678,852 | Added |
| 9 | PINNACLE ASSOCIATES LTD | $25.1M | 636,581 | Added |
| 10 | San Luis Wealth Advisors LLC | $22.2M | 561,780 | Trimmed |
| 11 | WOODMONT INVESTMENT COUNSEL LLC | $21.0M | 533,286 | Added |
| 12 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $19.8M | 504,610 | Trimmed |
| 13 | HOWARD FINANCIAL SERVICES, LTD. | $19.4M | 492,358 | Trimmed |
| 14 | Canal Capital Management, LLC | $16.7M | 423,789 | Added |
| 15 | 1 NORTH WEALTH SERVICES LLC | $15.1M | 381,624 | Added |
| 16 | Cornerstone Wealth Management, LLC | $13.2M | 335,057 | Added |
| 17 | Ballew Advisors, Inc | $11.3M | 288,031 | Added |
| 18 | M Wealth Management, LLC | $11.2M | 284,278 | Added |
| 19 | Envestnet Portfolio Solutions, Inc. | $11.1M | 279,962 | Added |
| 20 | Concurrent Investment Advisors, LLC | $10.8M | 273,074 | Trimmed |
| 21 | Journey Advisory Group, LLC | $10.5M | 267,195 | Trimmed |
| 22 | Brookstone Capital Management | $10.5M | 265,559 | Trimmed |
| 23 | Bedel Financial Consulting, Inc. | $10.4M | 264,075 | Added |
| 24 | Finivi Inc. | $10.3M | 261,512 | Trimmed |
| 25 | Austin Wealth Management, LLC | $9.9M | 253,097 | Trimmed |