| 1 | LPL Financial LLC | $104.0M | 2.0M | Added |
| 2 | Independence Asset Advisors, LLC | $100.6M | 1.9M | Added |
| 3 | Capital Investment Advisors, LLC | $94.5M | 1.8M | Added |
| 4 | TRUE Private Wealth Advisors | $24.3M | 458,362 | Added |
| 5 | Orion Porfolio Solutions, LLC | $22.4M | 423,873 | Trimmed |
| 6 | SAX WEALTH ADVISORS, LLC | $21.1M | 400,699 | Added |
| 7 | Deseret Mutual Benefit Administrators | $21.1M | 398,471 | Added |
| 8 | MORGAN STANLEY | $16.9M | 319,954 | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $16.2M | 306,340 | Added |
| 10 | Gradient Investments LLC | $14.6M | 275,289 | Added |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC | $14.4M | 272,493 | New |
| 12 | Darwin Wealth Management, LLC | $14.4M | 272,492 | Added |
| 13 | Destiny Wealth Partners, LLC | $14.3M | 269,896 | Added |
| 14 | Employees' Retirement Fund of the City of Fort Worth | $14.1M | 266,600 | Added |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | $13.7M | 259,161 | Added |
| 16 | Beaumont Financial Advisors, LLC | $13.5M | 254,492 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $13.2M | 248,620 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $12.1M | 228,901 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $11.8M | 223,563 | Added |
| 20 | Diversified Portfolios, Inc. | $11.8M | 223,081 | Added |
| 21 | FINANCIAL MANAGEMENT NETWORK INC | $11.0M | 207,039 | Added |
| 22 | Integras Partners LLC | $10.4M | 196,467 | Added |
| 23 | OneAscent Financial Services LLC | $10.3M | 194,006 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 189,420 | Added |
| 25 | WealthPlan Investment Management, LLC | $9.7M | 183,109 | Trimmed |