| 1 | BANK OF AMERICA CORP /DE/ | $105.2M | 2.1M | Added |
| 2 | AE Wealth Management LLC | $67.6M | 1.4M | Added |
| 3 | Tanager Wealth Management LLP | $46.6M | 943,490 | Added |
| 4 | SMITH, MOORE & CO. | $44.8M | 906,468 | Added |
| 5 | Focus Partners Wealth | $40.0M | 809,753 | Trimmed |
| 6 | ACCESS FINANCIAL SERVICES, INC. | $24.2M | 489,580 | Added |
| 7 | VICTORY FINANCIAL GROUP, LLC | $19.2M | 389,679 | New |
| 8 | Buck Wealth Strategies, LLC | $15.6M | 316,178 | Trimmed |
| 9 | Nemes Rush Group LLC | $13.9M | 281,252 | Added |
| 10 | EP Wealth Advisors, LLC | $12.6M | 256,126 | Added |
| 11 | Cetera Investment Advisers | $11.1M | 224,932 | Added |
| 12 | Empowered Funds, LLC | $10.5M | 213,600 | Added |
| 13 | GOLDMAN SACHS GROUP INC | $9.9M | 201,207 | Added |
| 14 | Janney Montgomery Scott LLC | $9.1M | 184,131 | Trimmed |
| 15 | eCIO, Inc. | $8.5M | 171,397 | Added |
| 16 | Aptus Capital Advisors, LLC | $6.3M | 127,971 | Trimmed |
| 17 | Financial Guidance Group, Inc. | $6.3M | 127,971 | Trimmed |
| 18 | Warren Street Wealth Advisors, LLC | $6.2M | 125,987 | Added |
| 19 | MORGAN STANLEY | $6.0M | 121,762 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 105,029 | Added |
| 21 | North Forty Two & Co. | $4.8M | 97,920 | Added |
| 22 | S&A Financial Services, Inc. | $4.8M | 97,673 | Added |
| 23 | MIDLAND WEALTH ADVISORS LLC | $4.4M | 88,582 | New |
| 24 | Baird Financial Group, Inc. | $4.2M | 85,813 | Added |
| 25 | Strait & Sound Wealth Management LLC | $3.5M | 71,858 | Trimmed |