| 1 | Rockwood Wealth Management, LLC | $119.4M | 2.4M | Added |
| 2 | Resonant Capital Advisors, LLC | $90.9M | 1.8M | Added |
| 3 | Foster Group, Inc. | $30.9M | 612,466 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $15.8M | 313,594 | Added |
| 5 | Smart Money Group LLC | $14.4M | 285,976 | Added |
| 6 | Quotient Wealth Partners, LLC | $11.4M | 227,247 | Added |
| 7 | 55 North Private Wealth, LLC | $9.6M | 189,921 | Added |
| 8 | Merit Financial Group, LLC | $5.7M | 113,833 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 112,905 | Added |
| 10 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.1M | 81,901 | Added |
| 11 | Cresta Advisors, Ltd. | $4.0M | 78,767 | Hold |
| 12 | JACOBSON & SCHMITT ADVISORS, LLC | $3.5M | 68,784 | Trimmed |
| 13 | Elmwood Wealth Management, Inc. | $3.4M | 67,460 | Trimmed |
| 14 | Richard P Slaughter Associates Inc | $3.0M | 60,360 | Trimmed |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | $2.8M | 54,959 | New |
| 16 | TITLEIST ASSET MANAGEMENT, LLC | $2.4M | 48,598 | Added |
| 17 | Aprio Wealth Management, LLC | $2.2M | 44,012 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 43,111 | Trimmed |
| 19 | Flagship Private Wealth, LLC | $2.2M | 42,685 | Trimmed |
| 20 | IFP Advisors, Inc | $2.1M | 41,793 | Added |
| 21 | Highland Financial Advisors, LLC | $2.1M | 41,490 | Added |
| 22 | Sovran Advisors, LLC | $2.1M | 41,118 | Trimmed |
| 23 | EAGLE GLOBAL ADVISORS LLC | $1.9M | 38,400 | Added |
| 24 | Summit Wealth Partners, LLC | $1.9M | 37,727 | Hold |
| 25 | Kestra Advisory Services, LLC | $1.9M | 37,721 | Trimmed |