| 1 | Sequoia Financial Advisors, LLC | $333.0M | 7.4M | Added |
| 2 | RVW Wealth, LLC | $208.9M | 4.6M | Added |
| 3 | Sageworth Trust Co | $202.1M | 4.5M | Trimmed |
| 4 | OneDigital Investment Advisors LLC | $199.6M | 4.4M | Added |
| 5 | Allworth Financial LP | $179.2M | 4.0M | Added |
| 6 | Annex Advisory Services, LLC | $167.3M | 3.7M | Added |
| 7 | Focus Partners Wealth | $158.5M | 3.5M | Added |
| 8 | Aquire Wealth Advisors, LLC | $154.2M | 3.4M | Added |
| 9 | McMill Wealth Management | $145.5M | 2.8M | New |
| 10 | Modera Wealth Management, LLC | $145.3M | 3.2M | Trimmed |
| 11 | MARS JEWETT FINANCIAL GROUP, INC. | $140.7M | 3.1M | Added |
| 12 | Kooman & Associates | $129.5M | 2.9M | Added |
| 13 | Beacon Pointe Advisors, LLC | $126.4M | 2.8M | Added |
| 14 | Blankinship & Foster, LLC | $118.3M | 2.6M | Trimmed |
| 15 | EVOKE WEALTH, LLC | $114.5M | 2.5M | Added |
| 16 | Apella Capital, LLC | $105.8M | 2.2M | Added |
| 17 | AE Wealth Management LLC | $105.4M | 2.3M | Added |
| 18 | Spinnaker Investment Group, LLC | $103.8M | 2.3M | Trimmed |
| 19 | Arista Wealth Management, LLC | $93.3M | 2.1M | Trimmed |
| 20 | Elser Financial Planning, Inc | $89.4M | 2.0M | New |
| 21 | Krilogy Financial LLC | $86.7M | 1.8M | Added |
| 22 | Savant Capital, LLC | $86.1M | 1.9M | Added |
| 23 | WPWealth LLP | $84.0M | 1.9M | Added |
| 24 | MASECO LLP | $82.9M | 1.8M | Added |
| 25 | Focus Partners Advisor Solutions, LLC | $82.4M | 1.8M | Added |