| 1 | Forum Financial Management, LP | $217.1M | 6.4M | Added |
| 2 | Sequoia Financial Advisors, LLC | $179.6M | 5.3M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $161.7M | 4.7M | Added |
| 4 | Aprio Wealth Management, LLC | $77.2M | 2.3M | Trimmed |
| 5 | Apella Capital, LLC | $71.6M | 2.1M | Added |
| 6 | Modera Wealth Management, LLC | $70.6M | 2.1M | Added |
| 7 | Planning Center, Inc. | $63.6M | 1.9M | Added |
| 8 | Foster Group, Inc. | $59.7M | 1.8M | Added |
| 9 | TCI Wealth Advisors, Inc. | $56.2M | 1.6M | Added |
| 10 | ASSETMARK, INC | $52.8M | 1.5M | Added |
| 11 | PARK AVENUE SECURITIES LLC | $46.9M | 1.4M | Added |
| 12 | High Probability Advisors, LLC | $44.6M | 1.3M | Added |
| 13 | FINANCIAL CONSULATE, INC | $44.4M | 1.3M | Added |
| 14 | Petersen Hastings Wealth Advisors Inc. | $43.7M | 1.3M | Added |
| 15 | Meredith Wealth Planning | $24.9M | 729,518 | Added |
| 16 | GREAT OAK CAPITAL PARTNERS, LLC | $24.4M | 722,192 | Added |
| 17 | DiNuzzo Private Wealth, Inc. | $21.9M | 642,789 | Added |
| 18 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $20.2M | 591,850 | Added |
| 19 | True Wealth Design, LLC | $17.0M | 498,488 | Added |
| 20 | Wealth Architects, LLC | $16.7M | 490,409 | Added |
| 21 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $16.5M | 482,643 | Added |
| 22 | 25 LLC | $15.9M | 466,978 | Added |
| 23 | STOLZ & ASSOCIATES, PS | $15.7M | 459,924 | Added |
| 24 | Farther Finance Advisors, LLC | $15.3M | 447,338 | Added |
| 25 | Quadcap Wealth Management, LLC | $14.9M | 435,850 | Added |