| 1 | Forum Financial Management, LP | $1.89B | 42.6M | Added |
| 2 | Apella Capital, LLC | $713.4M | 16.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $612.7M | 13.8M | Added |
| 4 | Rockwood Wealth Management, LLC | $547.3M | 12.3M | Added |
| 5 | SJS Investment Consulting Inc. | $416.0M | 9.4M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $371.2M | 8.4M | Added |
| 7 | Plancorp, LLC | $349.9M | 7.9M | Trimmed |
| 8 | Symmetry Partners, LLC | $297.5M | 6.7M | Added |
| 9 | ASSETMARK, INC | $249.9M | 5.6M | Added |
| 10 | AWM CAPITAL, LLC | $229.9M | 5.2M | Added |
| 11 | GeoWealth Management, LLC | $217.1M | 4.9M | Trimmed |
| 12 | Modera Wealth Management, LLC | $213.4M | 4.8M | Trimmed |
| 13 | JFS WEALTH ADVISORS, LLC | $200.3M | 4.5M | Added |
| 14 | Asset Dedication, LLC | $198.0M | 4.5M | Added |
| 15 | PARK AVENUE SECURITIES LLC | $186.4M | 4.2M | Added |
| 16 | Austin Asset Management Co Inc | $177.8M | 4.0M | Trimmed |
| 17 | Evanson Financial, LLC | $176.5M | 4.0M | New |
| 18 | Burton Enright Welch | $176.4M | 4.0M | Added |
| 19 | McGlone Suttner Wealth Management, Inc. | $169.5M | 3.8M | Added |
| 20 | Onyx Financial Advisors, LLC | $167.9M | 3.8M | Added |
| 21 | United Wealth Management, LLC | $167.5M | 3.8M | Added |
| 22 | Integrity Advisory Solutions, LLC | $146.9M | 3.3M | Added |
| 23 | Catalyst Capital Advisors LLC | $146.3M | 3.3M | Trimmed |
| 24 | Millburn Ridgefield LLC /DE/ | $146.3M | 3.3M | Trimmed |
| 25 | Zhang Financial LLC | $143.7M | 3.2M | Trimmed |