| 1 | ENVESTNET ASSET MANAGEMENT INC | $518.3M | 1.5M | Trimmed |
| 2 | Wealthquest Corp | $437.7M | 1.3M | Added |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | $348.8M | 1.0M | New |
| 4 | Catalyst Capital Advisors LLC | $156.8M | 456,076 | Added |
| 5 | Millburn Ridgefield LLC /DE/ | $156.8M | 456,076 | Added |
| 6 | Mason & Associates, LLC | $149.6M | 434,857 | Added |
| 7 | GeoWealth Management, LLC | $149.3M | 434,122 | Added |
| 8 | Garde Capital, Inc. | $148.2M | 430,875 | Trimmed |
| 9 | Ballentine Partners, LLC | $130.2M | 378,686 | Trimmed |
| 10 | Heartwood Wealth Advisors LLC | $129.7M | 377,107 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $118.4M | 344,334 | Trimmed |
| 12 | Truepoint, Inc. | $116.9M | 339,923 | Trimmed |
| 13 | PITTENGER & ANDERSON INC | $115.4M | 335,445 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $112.9M | 328,244 | Added |
| 15 | MilWealth Group LLC | $103.6M | 301,376 | Added |
| 16 | Baker Avenue Asset Management, LP | $85.5M | 248,686 | Trimmed |
| 17 | TRUST POINT INC. | $76.0M | 220,883 | Added |
| 18 | QRG CAPITAL MANAGEMENT, INC. | $65.2M | 189,661 | Added |
| 19 | Addis & Hill, Inc | $64.4M | 187,371 | Trimmed |
| 20 | Sunflower Bank, N.A. | $63.8M | 185,626 | Trimmed |
| 21 | JUNCTURE WEALTH STRATEGIES, LLC | $62.5M | 181,619 | Trimmed |
| 22 | Financial Planning Navigators CORP | $62.1M | 180,597 | Added |
| 23 | Kathmere Capital Management, LLC | $60.1M | 174,662 | Added |
| 24 | VSM Wealth Advisory, LLC | $57.4M | 166,932 | Trimmed |
| 25 | Acropolis Investment Management, LLC | $56.8M | 165,136 | Trimmed |