| 1 | Legacy Wealth Management, Inc | $158.0M | 4.3M | Trimmed |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $118.7M | 3.3M | Trimmed |
| 3 | JMG Financial Group, Ltd. | $113.4M | 3.1M | Trimmed |
| 4 | Fragasso Financial Advisors Inc | $105.7M | 2.9M | Trimmed |
| 5 | Advocacy Wealth Management, LLC | $63.2M | 1.7M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $62.0M | 1.7M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $57.2M | 1.6M | Added |
| 8 | 93 Financial Group, LLC | $55.3M | 1.5M | Trimmed |
| 9 | Financial Solutions Advisory Group, Inc. | $45.7M | 1.3M | New |
| 10 | Dynamic Advisor Solutions LLC | $44.2M | 1.2M | Added |
| 11 | Summit Financial Strategies, Inc. | $41.7M | 1.1M | Trimmed |
| 12 | Mokosak Advisory Group, LLC | $41.7M | 1.1M | Trimmed |
| 13 | Chicago Partners Investment Group LLC | $38.6M | 1.1M | Added |
| 14 | SAGE FINANCIAL GROUP INC | $37.1M | 1.0M | Added |
| 15 | High Note Wealth, LLC | $33.8M | 916,640 | Added |
| 16 | CHOREO, LLC | $32.1M | 871,833 | Trimmed |
| 17 | Gemmer Asset Management LLC | $31.8M | 863,655 | Trimmed |
| 18 | JOHNSON INVESTMENT COUNSEL INC | $30.1M | 815,376 | Added |
| 19 | IFP Advisors, Inc | $28.6M | 775,129 | Added |
| 20 | Koshinski Asset Management, Inc. | $28.4M | 769,563 | Added |
| 21 | Seneca Financial Advisors LLC | $28.3M | 767,806 | Added |
| 22 | Financial Planning Navigators CORP | $26.9M | 730,881 | Trimmed |
| 23 | Essex LLC | $24.8M | 673,370 | Added |
| 24 | Noble Family Wealth, LLC | $24.6M | 667,905 | Trimmed |
| 25 | Modera Wealth Management, LLC | $24.6M | 666,792 | Trimmed |