| 1 | Apella Capital, LLC | $113.2M | 2.1M | Added |
| 2 | Planning Center, Inc. | $81.4M | 1.6M | Added |
| 3 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $37.6M | 717,238 | Added |
| 4 | Elser Financial Planning, Inc | $37.2M | 707,855 | Added |
| 5 | Alpha Financial Advisors, LLC | $36.7M | 699,862 | Added |
| 6 | Hill Investment Group Partners, LLC | $35.6M | 678,537 | Trimmed |
| 7 | United Wealth Management, LLC | $34.6M | 660,407 | Added |
| 8 | Private Wealth Management Group, LLC | $32.5M | 619,301 | Added |
| 9 | Savant Capital, LLC | $29.1M | 553,967 | Trimmed |
| 10 | HighTower Advisors, LLC | $24.5M | 466,474 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $24.4M | 465,356 | Added |
| 12 | Guardian Wealth Management, LLC | $23.5M | 448,370 | Added |
| 13 | Verisail Partners, LLC | $22.8M | 434,952 | Added |
| 14 | LIBERTY WEALTH MANAGEMENT LLC | $20.3M | 387,348 | Added |
| 15 | Mattern Wealth Management LLC | $19.3M | 368,296 | Added |
| 16 | Equita Financial Network, Inc. | $18.5M | 351,973 | Added |
| 17 | Eaton-Cambridge Inc. | $17.1M | 325,258 | New |
| 18 | Private Advisor Group, LLC | $16.9M | 322,271 | Added |
| 19 | Vermillion Wealth Management, Inc. | $16.3M | 311,681 | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $16.3M | 310,440 | Added |
| 21 | GeoWealth Management, LLC | $16.1M | 306,291 | Added |
| 22 | Oakwell Private Wealth Management, LLC | $16.0M | 305,039 | Added |
| 23 | Vestmark Advisory Solutions, Inc. | $14.2M | 271,081 | Added |
| 24 | ASSETMARK, INC | $13.8M | 263,939 | Trimmed |
| 25 | Shotwell Rutter Baer Inc | $13.8M | 262,958 | Added |