| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $155.1M | 2.6M | New |
| 2 | AMERICAN CENTURY COMPANIES INC | $130.1M | 2.2M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $129.8M | 2.2M | Added |
| 4 | First Command Advisory Services, Inc. | $106.6M | 1.8M | New |
| 5 | Focus Partners Wealth | $44.2M | 737,513 | Added |
| 6 | Empowered Funds, LLC | $42.8M | 713,801 | New |
| 7 | Symmetry Partners, LLC | $23.4M | 389,659 | Added |
| 8 | Armbruster Capital Management, Inc. | $20.9M | 348,389 | Added |
| 9 | Pathstone Holdings, LLC | $18.2M | 303,699 | Trimmed |
| 10 | Meredith Wealth Planning | $17.1M | 285,808 | Added |
| 11 | HighTower Advisors, LLC | $14.7M | 245,163 | Trimmed |
| 12 | Three Arch Wealth Management LLC | $14.4M | 239,921 | Added |
| 13 | B&D White Capital Company, LLC | $13.8M | 230,797 | Trimmed |
| 14 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $13.2M | 220,843 | Added |
| 15 | CITADEL ADVISORS LLC | $12.7M | 211,607 | Added |
| 16 | Allegiance Financial Group Advisory Services LLC | $11.8M | 196,445 | Added |
| 17 | BSW Wealth Partners | $11.5M | 192,525 | Trimmed |
| 18 | FIDELITY D & D BANCORP INC | $11.1M | 184,571 | Added |
| 19 | ANDERSON HOAGLAND & CO | $9.8M | 164,057 | Added |
| 20 | Perigon Wealth Management, LLC | $9.5M | 157,760 | Added |
| 21 | Austin Wealth Management, LLC | $9.2M | 152,170 | Trimmed |
| 22 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $8.9M | 148,465 | Added |
| 23 | Apeiron RIA LLC | $8.9M | 147,702 | Trimmed |
| 24 | Global Strategic Investment Solutions, LLC | $8.6M | 143,616 | Trimmed |
| 25 | Golden Bell Financial Planning LLC | $8.1M | 134,484 | Trimmed |