| 1 | HBK Sorce Advisory LLC | $854.4M | 11.0M | Added |
| 2 | SIGNATUREFD, LLC | $421.4M | 5.4M | Added |
| 3 | Advance Capital Management, Inc. | $288.0M | 3.7M | Added |
| 4 | Bank of New York Mellon Corp | $266.7M | 3.4M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $187.7M | 2.4M | Added |
| 6 | NEPC LLC | $180.4M | 2.3M | New |
| 7 | Forvis Mazars Wealth Advisors, LLC | $158.7M | 2.1M | Added |
| 8 | Martel Wealth Advisors Inc | $122.3M | 1.6M | Added |
| 9 | ASSETMARK, INC | $107.2M | 1.4M | Added |
| 10 | Diversified Portfolios, Inc. | $92.4M | 1.2M | Added |
| 11 | Smith & Howard Wealth Management, LLC | $84.3M | 1.1M | Added |
| 12 | LPL Financial LLC | $82.3M | 1.1M | Added |
| 13 | Financial Engines Advisors L.L.C. | $76.0M | 982,681 | Added |
| 14 | BLB&B Advisors, LLC | $73.9M | 955,426 | Added |
| 15 | ALERUS FINANCIAL NA | $73.4M | 948,779 | Added |
| 16 | Orion Porfolio Solutions, LLC | $69.0M | 891,844 | Trimmed |
| 17 | ORRSTOWN FINANCIAL SERVICES INC | $68.4M | 883,723 | Added |
| 18 | Heartland Bank & Trust Co | $63.7M | 823,649 | New |
| 19 | Magnolia Wealth Management, LLC | $49.8M | 643,201 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $48.6M | 628,017 | Added |
| 21 | BOK Financial Private Wealth, Inc. | $47.3M | 610,668 | New |
| 22 | New England Capital Financial Advisors LLC | $45.7M | 590,874 | Added |
| 23 | Tilson Financial Group, Inc. | $43.3M | 559,754 | Added |
| 24 | Envestnet Portfolio Solutions, Inc. | $41.4M | 534,429 | Added |
| 25 | Zhang Financial LLC | $40.7M | 525,359 | Added |