| 1 | HB Wealth Management, LLC | $771.9M | 6.0M | Added |
| 2 | AMERICAN CENTURY COMPANIES INC | $582.7M | 4.5M | Added |
| 3 | Oak Root LLC | $372.2M | 2.9M | Hold |
| 4 | LPL Financial LLC | $325.5M | 2.5M | Added |
| 5 | MASECO LLP | $304.6M | 2.4M | Added |
| 6 | Annex Advisory Services, LLC | $259.4M | 2.0M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $257.3M | 2.0M | Added |
| 8 | Focus Partners Wealth | $250.3M | 2.0M | Trimmed |
| 9 | FIFTH THIRD BANCORP | $225.9M | 1.8M | Added |
| 10 | Prime Capital Investment Advisors, LLC | $225.8M | 1.8M | New |
| 11 | HighTower Advisors, LLC | $201.4M | 1.6M | Trimmed |
| 12 | Financial Plan, Inc. | $182.9M | 1.4M | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $180.9M | 1.4M | Added |
| 14 | Great Point Wealth Advisors, LLC | $151.5M | 1.2M | Added |
| 15 | Beacon Pointe Advisors, LLC | $144.2M | 1.1M | Added |
| 16 | Corient Private Wealth LLC | $141.4M | 1.1M | Trimmed |
| 17 | Modera Wealth Management, LLC | $137.9M | 1.1M | Added |
| 18 | TRAPHAGEN INVESTMENT ADVISORS LLC | $130.1M | 1.0M | Trimmed |
| 19 | MORGAN STANLEY | $128.0M | 999,429 | Added |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $125.8M | 982,092 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $124.4M | 971,486 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $123.9M | 967,372 | Added |
| 23 | Creative Planning | $120.2M | 938,149 | Trimmed |
| 24 | PARK AVENUE SECURITIES LLC | $117.2M | 914,760 | Added |
| 25 | Quantum Financial Advisors, LLC | $116.2M | 907,573 | Added |