| 1 | Financial Engines Advisors L.L.C. | $1.51B | 41.9M | Trimmed |
| 2 | ARMSTRONG ADVISORY GROUP, INC | $235.1M | 6.5M | Added |
| 3 | Legacy Wealth Management, Inc | $210.9M | 5.8M | Trimmed |
| 4 | Sixth Street Partners Management Company, L.P. | $174.4M | 4.8M | New |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $174.4M | 4.8M | Added |
| 6 | Creative Planning | $138.9M | 3.9M | Trimmed |
| 7 | Warwick Investment Management, Inc. | $129.3M | 3.6M | Added |
| 8 | WADDELL & ASSOCIATES, LLC | $77.3M | 2.1M | Added |
| 9 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $47.2M | 1.3M | Trimmed |
| 10 | Plum Street Advisors, LLC | $24.2M | 670,890 | Trimmed |
| 11 | Focus Partners Wealth | $20.7M | 573,808 | Added |
| 12 | FreeGulliver LLC | $17.4M | 483,033 | Added |
| 13 | Main Street Financial Solutions, LLC | $16.8M | 466,270 | Added |
| 14 | Mariner, LLC | $16.2M | 450,207 | Added |
| 15 | Lighthouse Wealth Management Inc. | $13.6M | 378,027 | Trimmed |
| 16 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $9.3M | 258,451 | Added |
| 17 | LPL Financial LLC | $8.9M | 247,609 | Added |
| 18 | Blake Schutter Theil Wealth Advisors, LLC | $6.9M | 190,089 | Hold |
| 19 | Cerity Partners LLC | $6.7M | 185,500 | Added |
| 20 | NorthRock Partners, LLC | $6.2M | 171,106 | Trimmed |
| 21 | BANK OF AMERICA CORP /DE/ | $5.7M | 158,842 | Trimmed |
| 22 | HBK Sorce Advisory LLC | $4.6M | 124,797 | Hold |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 116,778 | Trimmed |
| 24 | Donor Advised Charitable Giving, Inc. | $4.2M | 115,563 | Trimmed |
| 25 | MAI Capital Management | $4.0M | 109,552 | Added |