| 1 | ENVESTNET ASSET MANAGEMENT INC | $274.7M | 5.1M | Added |
| 2 | Farther Finance Advisors, LLC | $254.6M | 4.7M | Added |
| 3 | Plancorp, LLC | $208.3M | 3.8M | Added |
| 4 | Foster Group, Inc. | $158.7M | 2.9M | Added |
| 5 | Modera Wealth Management, LLC | $124.6M | 2.3M | Added |
| 6 | Confluence Wealth Services, Inc. | $111.9M | 2.1M | Added |
| 7 | Apella Capital, LLC | $107.4M | 1.9M | Added |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $99.2M | 1.8M | Added |
| 9 | TCI Wealth Advisors, Inc. | $96.5M | 1.8M | Added |
| 10 | Team Hewins, LLC | $94.3M | 1.7M | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $80.4M | 1.5M | Added |
| 12 | CHOREO, LLC | $79.8M | 1.5M | Added |
| 13 | Evanson Financial, LLC | $77.3M | 1.4M | New |
| 14 | Wealth Management Nebraska | $76.5M | 1.4M | Added |
| 15 | Falcon Wealth Planning | $69.8M | 1.3M | Added |
| 16 | DIXON FNANCIAL SERVICES, INC. | $66.6M | 1.2M | Trimmed |
| 17 | Sequoia Financial Advisors, LLC | $65.8M | 1.2M | Trimmed |
| 18 | Root Financial Partners, LLC | $63.7M | 1.2M | Added |
| 19 | Beaird Harris Wealth Management, LLC | $61.8M | 1.1M | Trimmed |
| 20 | True Link Financial Advisors, LLC | $59.7M | 1.1M | Trimmed |
| 21 | Petersen Hastings Wealth Advisors Inc. | $59.5M | 1.1M | Trimmed |
| 22 | KEB ASSET MANAGEMENT, LLC | $51.3M | 950,337 | Added |
| 23 | SAX WEALTH ADVISORS, LLC | $49.8M | 943,741 | Added |
| 24 | Verus Financial Partners, Inc. | $46.5M | 860,998 | Added |
| 25 | Parkwoods Wealth Partners, LLC | $45.3M | 839,208 | Added |