| 1 | Forum Financial Management, LP | $521.5M | 18.0M | Added |
| 2 | JMG Financial Group, Ltd. | $194.4M | 6.7M | Added |
| 3 | TCI Wealth Advisors, Inc. | $81.3M | 2.8M | Added |
| 4 | LifeGuide Financial Advisors, LLC | $75.1M | 2.6M | Added |
| 5 | DiNuzzo Private Wealth, Inc. | $53.4M | 1.8M | Added |
| 6 | Rockwood Wealth Management, LLC | $33.4M | 1.2M | Added |
| 7 | Summit Financial Strategies, Inc. | $32.4M | 1.1M | Added |
| 8 | Creative Capital Management Investments LLC | $30.3M | 1.0M | Added |
| 9 | Great Waters Wealth Management | $27.6M | 951,736 | Added |
| 10 | Guardian Wealth Management, LLC | $26.4M | 912,517 | Added |
| 11 | Wescott Financial Advisory Group, LLC | $26.0M | 898,892 | Trimmed |
| 12 | Verisail Partners, LLC | $25.2M | 870,403 | Added |
| 13 | Wealth Management Nebraska | $19.1M | 659,883 | Added |
| 14 | Quantum Financial Advisors, LLC | $18.9M | 653,829 | Added |
| 15 | Integris Wealth Management, LLC | $18.7M | 646,737 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $18.3M | 631,263 | Added |
| 17 | Private Wealth Management Group, LLC | $17.9M | 618,649 | Added |
| 18 | Level Financial Advisors | $17.9M | 618,117 | Added |
| 19 | Evanson Financial, LLC | $16.6M | 574,362 | New |
| 20 | Aspen Capital Management, LLC | $16.0M | 553,939 | Added |
| 21 | Planning Center, Inc. | $16.0M | 551,990 | Added |
| 22 | AWM CAPITAL, LLC | $15.1M | 519,832 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.3M | 455,872 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 457,141 | Added |
| 25 | SJS Investment Consulting Inc. | $11.0M | 378,778 | Added |