| 1 | HBK Sorce Advisory LLC | $863.8M | 11.3M | Added |
| 2 | SIGNATUREFD, LLC | $442.4M | 5.7M | Added |
| 3 | Advance Capital Management, Inc. | $297.7M | 3.9M | Added |
| 4 | Bank of New York Mellon Corp | $262.1M | 3.4M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $225.4M | 2.9M | Added |
| 6 | Forvis Mazars Wealth Advisors, LLC | $181.2M | 2.3M | Added |
| 7 | NEPC LLC | $177.6M | 2.3M | Trimmed |
| 8 | Martel Wealth Advisors Inc | $129.2M | 1.7M | Added |
| 9 | ASSETMARK, INC | $121.6M | 1.6M | Added |
| 10 | Diversified Portfolios, Inc. | $106.2M | 1.4M | Added |
| 11 | LPL Financial LLC | $100.2M | 1.3M | Added |
| 12 | Smith & Howard Wealth Management, LLC | $87.9M | 1.1M | Added |
| 13 | Financial Engines Advisors L.L.C. | $83.5M | 1.1M | Added |
| 14 | Verum Partners LLC | $82.4M | 1.1M | Added |
| 15 | BLB&B Advisors, LLC | $82.1M | 1.1M | Added |
| 16 | ALERUS FINANCIAL NA | $74.3M | 961,921 | Added |
| 17 | ORRSTOWN FINANCIAL SERVICES INC | $69.1M | 894,661 | Added |
| 18 | Heartland Bank & Trust Co | $64.7M | 838,371 | Added |
| 19 | Orion Porfolio Solutions, LLC | $59.5M | 770,284 | Trimmed |
| 20 | Zhang Financial LLC | $56.2M | 727,196 | Added |
| 21 | Magnolia Wealth Management, LLC | $55.4M | 716,770 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $53.4M | 691,674 | Added |
| 23 | BOK Financial Private Wealth, Inc. | $50.7M | 655,898 | Added |
| 24 | New England Capital Financial Advisors LLC | $48.9M | 632,969 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $45.9M | 594,901 | Added |