| 1 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $258.5M | 5.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $218.3M | 4.3M | Added |
| 3 | Klingman & Associates, LLC | $131.2M | 2.6M | Added |
| 4 | STUDIO INVESTMENT MANAGEMENT LLC | $93.9M | 1.9M | Added |
| 5 | ASSETMARK, INC | $84.1M | 1.7M | Added |
| 6 | First Interstate Bank | $78.8M | 1.6M | Added |
| 7 | True Link Financial Advisors, LLC | $76.6M | 1.5M | Added |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $73.1M | 1.5M | Added |
| 9 | Garde Capital, Inc. | $58.1M | 1.2M | Added |
| 10 | Accredited Investors Inc. | $51.0M | 1.0M | New |
| 11 | ALTFEST L J & CO INC | $42.8M | 852,080 | Trimmed |
| 12 | MOLLER WEALTH PARTNERS | $40.6M | 807,517 | Added |
| 13 | Leonard Rickey Investment Advisors P.L.L.C. | $39.8M | 791,967 | Added |
| 14 | FINANCIAL CONSULATE, INC | $37.1M | 738,693 | Added |
| 15 | Ethos Capital Management, Inc. | $36.0M | 715,805 | New |
| 16 | Cambridge Investment Research Advisors, Inc. | $33.9M | 675,006 | Added |
| 17 | Marotta Asset Management | $33.0M | 667,167 | Added |
| 18 | Arlington Financial Advisors, LLC | $32.8M | 653,370 | Added |
| 19 | DEFINE FINANCIAL, LLC | $32.4M | 644,675 | Added |
| 20 | Kestra Advisory Services, LLC | $32.1M | 639,705 | Added |
| 21 | NORTHWEST WEALTH MANAGEMENT, LLC | $30.1M | 599,305 | Added |
| 22 | Cornerstone National Bank & Trust Co | $27.3M | 550,581 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $26.4M | 525,001 | Added |
| 24 | Financial Solutions Advisory Group, Inc. | $25.9M | 522,120 | New |
| 25 | WEBSTER BANK, N. A. | $25.9M | 516,076 | Added |