| 1 | Sequoia Financial Advisors, LLC | $356.0M | 5.9M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $119.1M | 2.0M | Added |
| 3 | Abacus Planning Group, Inc. | $85.2M | 1.4M | Trimmed |
| 4 | OXFORD FINANCIAL GROUP, LTD. LLC | $75.5M | 1.3M | Trimmed |
| 5 | Resonant Capital Advisors, LLC | $68.8M | 1.1M | Trimmed |
| 6 | AlphaCore Capital LLC | $61.8M | 1.0M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $40.9M | 683,460 | Added |
| 8 | Cetera Investment Advisers | $40.9M | 682,236 | Trimmed |
| 9 | STEEL GROVE CAPITAL ADVISORS, LLC | $37.5M | 625,849 | Added |
| 10 | Allen Capital Group, LLC | $34.3M | 573,042 | Added |
| 11 | Arlington Financial Advisors, LLC | $33.4M | 557,358 | Added |
| 12 | Madison Asset Management, LLC | $32.3M | 538,471 | Trimmed |
| 13 | LPL Financial LLC | $30.7M | 511,826 | Trimmed |
| 14 | Rockefeller Capital Management L.P. | $27.2M | 454,401 | Added |
| 15 | Crumly & Associates Inc. | $22.4M | 374,640 | Added |
| 16 | Berkeley, Inc | $21.7M | 361,477 | Trimmed |
| 17 | Cerity Partners LLC | $18.4M | 307,209 | Trimmed |
| 18 | Indivisible Partners | $17.9M | 298,065 | Added |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | $16.6M | 276,915 | Added |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $15.5M | 259,127 | Added |
| 21 | Empire Financial Management Company, LLC | $15.5M | 258,652 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $15.2M | 254,139 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $13.6M | 226,167 | Added |
| 24 | CITADEL ADVISORS LLC | $13.2M | 221,182 | Added |
| 25 | Orion Capital Management LLC | $10.3M | 172,714 | Trimmed |