| 1 | ARMSTRONG ADVISORY GROUP, INC | $235.1M | 6.5M | Added |
| 2 | Legacy Wealth Management, Inc | $210.9M | 5.8M | Trimmed |
| 3 | Warwick Investment Management, Inc. | $129.3M | 3.6M | Added |
| 4 | WADDELL & ASSOCIATES, LLC | $77.3M | 2.1M | Added |
| 5 | Lighthouse Wealth Management Inc. | $13.6M | 378,027 | Trimmed |
| 6 | Blake Schutter Theil Wealth Advisors, LLC | $6.9M | 190,089 | Hold |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 116,778 | Trimmed |
| 8 | Donor Advised Charitable Giving, Inc. | $4.2M | 115,563 | Trimmed |
| 9 | Wescott Financial Advisory Group, LLC | $3.4M | 93,807 | Added |
| 10 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $3.4M | 93,749 | Trimmed |
| 11 | ORSER CAPITAL MANAGEMENT, LLC | $3.0M | 83,747 | Added |
| 12 | FIDUCIARY FINANCIAL GROUP, LLC | $3.0M | 82,447 | Added |
| 13 | Crusonia Wealth Advisors LLC | $2.8M | 77,899 | Trimmed |
| 14 | Kohmann Bosshard Financial Services, LLC | $2.2M | 61,008 | Trimmed |
| 15 | Sherrill & Hutchins Financial Advisory, Inc | $1.7M | 46,325 | Added |
| 16 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.6M | 43,505 | Added |
| 17 | Gemmer Asset Management LLC | $1.5M | 41,222 | Added |
| 18 | Richardson Capital Management LLC | $1.4M | 39,620 | Trimmed |
| 19 | Diversified Trust Co | $1.4M | 39,576 | Hold |
| 20 | Everhart Financial Group, Inc. | $1.4M | 39,519 | Added |
| 21 | Wolfstich Capital, LLC | $1.4M | 86,462 | Trimmed |
| 22 | Blue Sky Capital Consultants Group, Inc. | $1.3M | 37,069 | Trimmed |
| 23 | SigFig Wealth Management, LLC | $1.3M | 35,494 | Trimmed |
| 24 | Opulen Financial Group LLC | $1.3M | 34,672 | Added |
| 25 | BIP Wealth, LLC | $1.2M | 33,221 | New |