| 1 | Sequoia Financial Advisors, LLC | $393.2M | 7.6M | Added |
| 2 | RVW Wealth, LLC | $249.4M | 4.8M | Added |
| 3 | Sageworth Trust Co | $229.7M | 4.4M | Trimmed |
| 4 | Annex Advisory Services, LLC | $225.3M | 4.4M | Added |
| 5 | Modera Wealth Management, LLC | $162.1M | 3.1M | Trimmed |
| 6 | SYM FINANCIAL Corp | $157.0M | 3.0M | Added |
| 7 | Kooman & Associates | $148.1M | 2.9M | Trimmed |
| 8 | Spinnaker Investment Group, LLC | $136.7M | 2.6M | Added |
| 9 | Blankinship & Foster, LLC | $133.5M | 2.6M | Trimmed |
| 10 | AE Wealth Management LLC | $124.2M | 2.4M | Added |
| 11 | Apella Capital, LLC | $110.2M | 2.1M | Trimmed |
| 12 | Arista Wealth Management, LLC | $108.8M | 2.1M | Added |
| 13 | Elser Financial Planning, Inc | $102.9M | 2.0M | Added |
| 14 | 55 North Private Wealth, LLC | $92.9M | 1.8M | Added |
| 15 | Pioneer Wealth Management Group | $89.0M | 1.7M | Added |
| 16 | Krilogy Financial LLC | $86.0M | 1.7M | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $64.8M | 1.3M | Added |
| 18 | HB Wealth Management, LLC | $64.6M | 1.3M | Trimmed |
| 19 | Amicus Financial Advisors, LLC | $60.7M | 1.2M | Trimmed |
| 20 | BCM ADVISORS, LLC | $59.3M | 1.2M | Trimmed |
| 21 | Sterling Wealth Advisors Inc | $58.5M | 1.1M | Added |
| 22 | Austin Wealth Management, LLC | $58.0M | 1.1M | Added |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $56.3M | 1.1M | Trimmed |
| 24 | Essential Planning, LLC. | $55.7M | 1.1M | Trimmed |
| 25 | AlphaStar Capital Management, LLC | $51.6M | 999,111 | Added |