| 1 | Pure Financial Advisors, LLC | $160.9M | 2.2M | Added |
| 2 | Your Advocates Ltd., LLP | $76.6M | 1.1M | Added |
| 3 | BRIGHTON JONES LLC | $73.6M | 1.0M | Added |
| 4 | LRI Investments, LLC | $71.3M | 989,477 | Added |
| 5 | Quantum Financial Advisors, LLC | $59.9M | 831,323 | Added |
| 6 | Rather & Kittrell, Inc. | $48.4M | 671,656 | Added |
| 7 | Private Advisor Group, LLC | $47.4M | 658,221 | Added |
| 8 | Stratos Investment Management, LLC | $46.2M | 640,939 | Added |
| 9 | Foundations Investment Advisors, LLC | $42.8M | 594,014 | Added |
| 10 | MONOGRAPH WEALTH ADVISORS, LLC | $37.4M | 519,115 | Added |
| 11 | OneDigital Investment Advisors LLC | $37.3M | 516,956 | Added |
| 12 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $34.5M | 478,148 | Added |
| 13 | Annandale Capital, LLC | $31.5M | 436,418 | Trimmed |
| 14 | SC&H Financial Advisors, Inc. | $30.6M | 423,921 | Added |
| 15 | GREAT OAK CAPITAL PARTNERS, LLC | $29.6M | 395,000 | Added |
| 16 | KFG WEALTH MANAGEMENT, LLC | $29.5M | 409,339 | Added |
| 17 | BCO Wealth Management LLC | $28.7M | 398,200 | Added |
| 18 | Keyes, Stange & Wooten Wealth Management, LLC | $27.6M | 382,444 | Added |
| 19 | Sageworth Trust Co | $26.3M | 365,433 | Added |
| 20 | Hardy Reed LLC | $25.3M | 350,643 | Added |
| 21 | Betterment LLC | $24.7M | 343,122 | Added |
| 22 | Integrated Wealth Concepts LLC | $24.6M | 340,704 | Added |
| 23 | Geneos Wealth Management Inc. | $23.8M | 330,301 | Added |
| 24 | RIVERCHASE WEALTH MANAGEMENT, LLC | $22.9M | 317,331 | Added |
| 25 | Vantage Point Financial LLC | $21.7M | 301,244 | Added |