| 1 | Forum Financial Management, LP | $361.8M | 8.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $171.3M | 4.1M | Added |
| 3 | Apella Capital, LLC | $171.1M | 4.1M | Added |
| 4 | TCI Wealth Advisors, Inc. | $140.0M | 3.4M | Added |
| 5 | Foster Group, Inc. | $131.2M | 3.1M | Added |
| 6 | ASSETMARK, INC | $128.5M | 3.1M | Added |
| 7 | Petersen Hastings Wealth Advisors Inc. | $125.8M | 3.0M | Added |
| 8 | PARK AVENUE SECURITIES LLC | $110.5M | 2.6M | Added |
| 9 | Aprio Wealth Management, LLC | $98.3M | 2.4M | Trimmed |
| 10 | HB Wealth Management, LLC | $93.0M | 2.2M | Added |
| 11 | FINANCIAL CONSULATE, INC | $88.0M | 2.1M | Added |
| 12 | Beaird Harris Wealth Management, LLC | $85.4M | 2.0M | Trimmed |
| 13 | Root Financial Partners, LLC | $79.0M | 1.9M | Added |
| 14 | Planning Center, Inc. | $69.8M | 1.7M | Added |
| 15 | High Probability Advisors, LLC | $67.2M | 1.6M | Added |
| 16 | Bouchey Financial Group Ltd | $58.2M | 1.4M | Trimmed |
| 17 | Symmetry Partners, LLC | $52.7M | 1.3M | Trimmed |
| 18 | DiNuzzo Private Wealth, Inc. | $51.6M | 1.2M | Added |
| 19 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $50.8M | 1.2M | Added |
| 20 | Burton Enright Welch | $49.9M | 1.2M | Added |
| 21 | Meredith Wealth Planning | $49.6M | 1.2M | Trimmed |
| 22 | Catalyst Capital Advisors LLC | $48.9M | 1.2M | Hold |
| 23 | Millburn Ridgefield LLC /DE/ | $48.9M | 1.2M | Hold |
| 24 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $48.7M | 1.2M | Trimmed |
| 25 | Chicago Partners Investment Group LLC | $46.2M | 1.1M | Added |