| 1 | TCI Wealth Advisors, Inc. | $232.3M | 2.8M | Added |
| 2 | Root Financial Partners, LLC | $191.8M | 2.3M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $154.3M | 1.9M | Added |
| 4 | Confluence Wealth Services, Inc. | $101.8M | 1.2M | Added |
| 5 | Plancorp, LLC | $100.6M | 1.2M | Trimmed |
| 6 | Evanson Financial, LLC | $100.3M | 1.2M | New |
| 7 | Great Waters Wealth Management | $94.7M | 1.2M | Added |
| 8 | Moisand Fitzgerald Tamayo, LLC | $80.7M | 979,623 | Added |
| 9 | Sageworth Trust Co | $75.7M | 919,443 | Trimmed |
| 10 | DAVENPORT & Co LLC | $74.2M | 901,285 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $69.3M | 841,176 | Added |
| 12 | Wealth Management Nebraska | $66.6M | 808,407 | Added |
| 13 | Stordahl Capital Management, Inc. | $59.6M | 724,321 | Added |
| 14 | MassMutual Private Wealth & Trust, FSB | $59.2M | 719,308 | Trimmed |
| 15 | DiNuzzo Private Wealth, Inc. | $59.2M | 719,169 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $55.4M | 673,027 | Added |
| 17 | Chicago Partners Investment Group LLC | $55.1M | 684,518 | Added |
| 18 | DIXON FNANCIAL SERVICES, INC. | $45.6M | 553,678 | Trimmed |
| 19 | Elser Financial Planning, Inc | $44.4M | 539,346 | Trimmed |
| 20 | SAX WEALTH ADVISORS, LLC | $42.9M | 603,275 | Added |
| 21 | TRUIST FINANCIAL CORP | $42.5M | 516,155 | Trimmed |
| 22 | Modera Wealth Management, LLC | $42.1M | 511,559 | Added |
| 23 | KWMG, LLC | $42.1M | 511,517 | Added |
| 24 | Beaird Harris Wealth Management, LLC | $41.6M | 505,291 | Trimmed |
| 25 | Richard Young Associates, Ltd. | $38.2M | 463,838 | Added |