| 1 | Apella Capital, LLC | $258.5M | 5.4M | Added |
| 2 | Root Financial Partners, LLC | $173.7M | 3.6M | Added |
| 3 | Beaird Harris Wealth Management, LLC | $152.8M | 3.2M | Added |
| 4 | Planning Center, Inc. | $138.7M | 2.9M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $128.1M | 2.7M | Added |
| 6 | DiNuzzo Private Wealth, Inc. | $99.3M | 2.1M | Added |
| 7 | Great Waters Wealth Management | $93.1M | 1.9M | Added |
| 8 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $83.9M | 1.8M | Added |
| 9 | Rachor Investment Advisory Services, LLC | $72.5M | 1.5M | Added |
| 10 | Diversified Portfolios, Inc. | $63.7M | 1.3M | Trimmed |
| 11 | ASSETMARK, INC | $61.3M | 1.3M | Added |
| 12 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $60.7M | 1.3M | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $58.7M | 1.2M | Added |
| 14 | Ruedi Wealth Management, Inc. | $54.7M | 1.1M | Added |
| 15 | 55 North Private Wealth, LLC | $51.3M | 1.1M | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $48.8M | 1.0M | Added |
| 17 | RAM Investment Partners, LLC | $48.2M | 1.0M | Added |
| 18 | CPA Asset Management Group, LLC | $46.8M | 980,940 | Added |
| 19 | Parkwoods Wealth Partners, LLC | $46.4M | 972,134 | Added |
| 20 | PARK AVENUE SECURITIES LLC | $43.1M | 903,188 | Added |
| 21 | Signature Resources Capital Management, LLC | $38.8M | 812,642 | Added |
| 22 | Wealthquest Corp | $38.4M | 804,122 | Added |
| 23 | Elser Financial Planning, Inc | $38.1M | 798,092 | Added |
| 24 | ECLECTIC ASSOCIATES INC /ADV | $38.0M | 795,671 | Added |
| 25 | Wheelhouse Advisory Group LLC | $36.8M | 771,244 | Added |