| 1 | Forum Financial Management, LP | $226.5M | 5.6M | Added |
| 2 | MATHER GROUP, LLC. | $209.1M | 5.2M | Trimmed |
| 3 | Evanson Financial, LLC | $48.6M | 1.2M | New |
| 4 | Asset Dedication, LLC | $48.6M | 1.2M | Trimmed |
| 5 | GREAT OAK CAPITAL PARTNERS, LLC | $35.5M | 871,449 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $32.7M | 815,545 | Trimmed |
| 7 | Planning Center, Inc. | $28.0M | 697,483 | Added |
| 8 | DiNuzzo Private Wealth, Inc. | $25.8M | 641,920 | Trimmed |
| 9 | Integris Wealth Management, LLC | $25.1M | 626,662 | Trimmed |
| 10 | William Mack & Associates, Inc. | $23.6M | 588,902 | Added |
| 11 | Modera Wealth Management, LLC | $23.6M | 587,313 | Added |
| 12 | Baker Ellis Asset Management LLC | $21.7M | 539,546 | Trimmed |
| 13 | NorthAvenue LLC | $21.5M | 535,354 | Trimmed |
| 14 | Sequoia Financial Advisors, LLC | $21.4M | 533,748 | Added |
| 15 | Equita Financial Network, Inc. | $19.4M | 483,741 | Added |
| 16 | Quantum Financial Advisors, LLC | $19.3M | 482,001 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.9M | 461,410 | Added |
| 18 | Henrickson Nauta Wealth Advisors, Inc. | $18.8M | 468,855 | Added |
| 19 | MB Generational Wealth, LLC | $17.8M | 444,342 | Added |
| 20 | Shakespeare Wealth Management, LLC | $17.5M | 436,894 | Added |
| 21 | KEB ASSET MANAGEMENT, LLC | $17.1M | 425,660 | Trimmed |
| 22 | LRI Investments, LLC | $16.6M | 414,353 | Trimmed |
| 23 | ASSETMARK, INC | $15.4M | 383,077 | Added |
| 24 | Parkwoods Wealth Partners, LLC | $14.8M | 367,558 | Added |
| 25 | PARK AVENUE SECURITIES LLC | $13.5M | 335,625 | Trimmed |