| 1 | Focus Partners Wealth | $293.1M | 6.1M | Added |
| 2 | Apella Capital, LLC | $252.9M | 5.2M | Added |
| 3 | Focus Partners Advisor Solutions, LLC | $245.5M | 5.1M | Added |
| 4 | Savant Capital, LLC | $186.9M | 3.9M | Trimmed |
| 5 | OneDigital Investment Advisors LLC | $177.1M | 3.7M | Added |
| 6 | Beaird Harris Wealth Management, LLC | $148.9M | 3.1M | Trimmed |
| 7 | Root Financial Partners, LLC | $143.2M | 3.0M | Added |
| 8 | Planning Center, Inc. | $134.5M | 2.8M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $115.8M | 2.4M | Added |
| 10 | Vise Technologies, Inc. | $109.1M | 2.3M | Hold |
| 11 | DiNuzzo Private Wealth, Inc. | $97.7M | 2.0M | Trimmed |
| 12 | HighTower Advisors, LLC | $94.3M | 2.0M | Added |
| 13 | Great Waters Wealth Management | $85.4M | 1.8M | Added |
| 14 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $82.1M | 1.7M | Trimmed |
| 15 | Rachor Investment Advisory Services, LLC | $69.6M | 1.5M | Added |
| 16 | Diversified Portfolios, Inc. | $64.0M | 1.3M | Added |
| 17 | Rather & Kittrell, Inc. | $63.8M | 1.3M | Added |
| 18 | McIlrath & Eck, LLC | $62.1M | 1.3M | Added |
| 19 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $59.6M | 1.2M | Added |
| 20 | WPWealth LLP | $57.9M | 1.2M | Added |
| 21 | ASSETMARK, INC | $57.0M | 1.2M | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $56.6M | 1.2M | Added |
| 23 | Ruedi Wealth Management, Inc. | $52.5M | 1.1M | Added |
| 24 | RAM Investment Partners, LLC | $47.8M | 998,462 | Added |
| 25 | CURIO WEALTH, LLC | $45.9M | 958,276 | Added |