| 1 | Asset Dedication, LLC | $105.4M | 2.5M | Trimmed |
| 2 | Root Financial Partners, LLC | $54.1M | 1.3M | Added |
| 3 | B&D White Capital Company, LLC | $34.5M | 807,853 | Added |
| 4 | Sensible Money, LLC | $31.9M | 748,053 | Trimmed |
| 5 | True Wealth Design, LLC | $29.6M | 694,242 | Trimmed |
| 6 | Marquette Asset Management, LLC | $28.7M | 673,678 | Trimmed |
| 7 | Family Investment Center, Inc. | $25.8M | 604,094 | Added |
| 8 | Evanson Financial, LLC | $24.7M | 579,631 | New |
| 9 | NorthAvenue LLC | $23.0M | 538,310 | Trimmed |
| 10 | Cambridge Financial Group, LLC | $21.6M | 505,917 | Trimmed |
| 11 | EAGLE WEALTH STRATEGIES LLC | $20.6M | 483,697 | Trimmed |
| 12 | Graves Light Lenhart Wealth, Inc. | $14.5M | 339,406 | Trimmed |
| 13 | Guardian Wealth Management, LLC | $13.8M | 322,338 | Trimmed |
| 14 | AE Wealth Management LLC | $11.8M | 275,843 | Added |
| 15 | Financial Architects, LLC | $11.3M | 264,150 | Trimmed |
| 16 | Blume Capital Management, Inc. | $11.1M | 261,152 | Trimmed |
| 17 | SPWM Advisors LLC | $11.0M | 274,653 | Added |
| 18 | Cordant, Inc. | $8.9M | 208,986 | Trimmed |
| 19 | Mills Wealth Advisors LLC | $8.3M | 195,432 | Added |
| 20 | DiNuzzo Private Wealth, Inc. | $8.2M | 192,576 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 187,074 | Added |
| 22 | Apella Capital, LLC | $7.8M | 190,445 | Added |
| 23 | United Wealth Management, LLC | $6.9M | 161,153 | Trimmed |
| 24 | Breakwater Capital Group | $6.4M | 149,813 | Trimmed |
| 25 | Timonier Family Office, LTD. | $6.4M | 148,895 | Trimmed |