| 1 | HB Wealth Management, LLC | $771.9M | 6.0M | Added |
| 2 | Oak Root LLC | $372.2M | 2.9M | Hold |
| 3 | Annex Advisory Services, LLC | $259.4M | 2.0M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $257.3M | 2.0M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $180.9M | 1.4M | Added |
| 6 | Great Point Wealth Advisors, LLC | $151.5M | 1.2M | Added |
| 7 | Modera Wealth Management, LLC | $137.9M | 1.1M | Added |
| 8 | TRAPHAGEN INVESTMENT ADVISORS LLC | $130.1M | 1.0M | Trimmed |
| 9 | PARK AVENUE SECURITIES LLC | $117.2M | 914,760 | Added |
| 10 | Quantum Financial Advisors, LLC | $116.2M | 907,573 | Added |
| 11 | RVW Wealth, LLC | $105.9M | 826,494 | Added |
| 12 | Werba Rubin Papier Wealth Management | $98.3M | 767,323 | Added |
| 13 | B&D White Capital Company, LLC | $94.4M | 737,291 | Added |
| 14 | BCR Wealth Strategies, LLC | $88.3M | 689,260 | Trimmed |
| 15 | SC&H Financial Advisors, Inc. | $82.4M | 643,544 | Added |
| 16 | Caliber Wealth Management, LLC / KS | $80.5M | 628,777 | Added |
| 17 | Rockwood Wealth Management, LLC | $77.6M | 605,983 | Trimmed |
| 18 | McGlone Suttner Wealth Management, Inc. | $67.8M | 528,975 | Added |
| 19 | Plancorp, LLC | $67.4M | 527,558 | Trimmed |
| 20 | WMG Financial Advisors, LLC | $64.9M | 506,461 | Added |
| 21 | CPC Advisors, LLC | $63.1M | 492,914 | Added |
| 22 | Gradient Investments LLC | $61.9M | 483,502 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $60.0M | 471,368 | Added |
| 24 | RAFFA WEALTH MANAGEMENT, LLC | $57.7M | 450,553 | Added |
| 25 | Strategic Blueprint, LLC | $56.5M | 440,816 | Trimmed |