| 1 | Forum Financial Management, LP | $353.1M | 6.5M | Added |
| 2 | MASECO LLP | $207.9M | 3.9M | Added |
| 3 | Symmetry Partners, LLC | $137.2M | 2.5M | Added |
| 4 | von Borstel & Associates, Inc. | $82.4M | 1.5M | Added |
| 5 | WPWealth LLP | $64.1M | 1.2M | Added |
| 6 | Beacon Pointe Advisors, LLC | $63.9M | 1.2M | Added |
| 7 | Ruedi Wealth Management, Inc. | $53.6M | 993,040 | Added |
| 8 | PENOBSCOT WEALTH MANAGEMENT | $48.8M | 904,625 | Added |
| 9 | Vestmark Advisory Solutions, Inc. | $46.3M | 857,514 | Added |
| 10 | CURIO WEALTH, LLC | $45.2M | 838,007 | Added |
| 11 | Integrity Advisory Solutions, LLC | $42.1M | 780,569 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $37.0M | 685,143 | Added |
| 13 | Beaird Harris Wealth Management, LLC | $34.2M | 632,699 | Added |
| 14 | INTEGRITY ALLIANCE, LLC. | $33.2M | 615,537 | Added |
| 15 | BANK OF AMERICA CORP /DE/ | $33.2M | 614,755 | Trimmed |
| 16 | TCI Wealth Advisors, Inc. | $33.2M | 614,735 | Added |
| 17 | AE Wealth Management LLC | $31.5M | 583,563 | Added |
| 18 | MilWealth Group LLC | $27.7M | 512,349 | Added |
| 19 | Straight Path Wealth Management | $26.4M | 488,899 | Added |
| 20 | DiNuzzo Private Wealth, Inc. | $24.9M | 460,302 | Added |
| 21 | RFG Advisory, LLC | $23.7M | 438,484 | Added |
| 22 | Allworth Financial LP | $23.5M | 435,427 | Added |
| 23 | United Wealth Management, LLC | $22.9M | 424,059 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 397,207 | Added |
| 25 | Midwest Heritage Bank, FSB | $18.7M | 345,985 | Added |