| 1 | REBALANCE, LLC | $426.8M | 14.7M | Trimmed |
| 2 | Strid Group, LLC | $248.4M | 8.6M | Trimmed |
| 3 | Evensky & Katz LLC | $231.3M | 8.0M | Trimmed |
| 4 | HENGEHOLD CAPITAL MANAGEMENT LLC | $221.3M | 7.6M | Trimmed |
| 5 | Hanson & Doremus Investment Management | $203.7M | 7.0M | Trimmed |
| 6 | HB Wealth Management, LLC | $190.3M | 6.6M | Trimmed |
| 7 | Evergreen Advisors, LLC | $182.5M | 6.3M | Added |
| 8 | HT Partners LLC | $175.7M | 6.1M | Trimmed |
| 9 | TruNorth Capital Management, LLC | $157.8M | 5.4M | Added |
| 10 | HHM Wealth Advisors, LLC | $152.3M | 5.3M | Added |
| 11 | Accredited Investors Inc. | $128.7M | 4.4M | Trimmed |
| 12 | Morton Brown Family Wealth, LLC | $123.4M | 4.3M | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $99.6M | 3.4M | Added |
| 14 | MANCHESTER FINANCIAL INC | $97.9M | 3.4M | Trimmed |
| 15 | Ballentine Partners, LLC | $94.2M | 3.3M | Trimmed |
| 16 | Asset Advisors Investment Management, LLC | $79.3M | 2.7M | Trimmed |
| 17 | Legacy Financial Strategies, LLC | $77.2M | 2.7M | Added |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $73.2M | 2.5M | Trimmed |
| 19 | Winthrop Advisory Group LLC | $72.0M | 2.5M | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $70.6M | 2.5M | Added |
| 21 | Bouchey Financial Group Ltd | $70.2M | 2.4M | Trimmed |
| 22 | Summit Financial Strategies, Inc. | $67.4M | 2.3M | Trimmed |
| 23 | Sunburst Financial Group, LLC | $65.6M | 2.3M | Added |
| 24 | Caprock Group, LLC | $60.4M | 2.1M | Trimmed |
| 25 | Capital Management Associates, Inc | $51.8M | 1.8M | Added |