| 1 | Avantax Planning Partners, Inc. | $184.5M | 8.0M | Added |
| 2 | Charles Schwab Trust Co | $152.7M | 6.6M | Added |
| 3 | Kohmann Bosshard Financial Services, LLC | $89.2M | 3.9M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $80.6M | 3.5M | Added |
| 5 | RATIONAL ADVISORS, INC. | $72.7M | 3.1M | Added |
| 6 | McAdam, LLC | $60.4M | 2.6M | Added |
| 7 | Pioneer Wealth Management Group | $52.0M | 2.2M | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.8M | 2.2M | Trimmed |
| 9 | FINANCIAL LIFE ADVISORS | $36.4M | 1.6M | Added |
| 10 | Blue Trust, Inc. | $35.8M | 1.5M | Added |
| 11 | Horst & Graben Wealth Management LLC | $34.0M | 1.5M | Added |
| 12 | ZynergyRetirementPlanningLLC | $32.5M | 1.4M | Added |
| 13 | TruNorth Capital Management, LLC | $30.9M | 1.3M | Added |
| 14 | Mokosak Advisory Group, LLC | $30.0M | 1.3M | Added |
| 15 | DAYMARK WEALTH PARTNERS, LLC | $29.5M | 1.3M | Trimmed |
| 16 | TSA Wealth Managment LLC | $23.7M | 1.0M | Added |
| 17 | THEORY FINANCIAL LLC | $22.9M | 988,119 | Added |
| 18 | Towercrest Capital Management | $22.1M | 956,732 | Trimmed |
| 19 | Alliance Wealth Management Group | $22.1M | 956,732 | Trimmed |
| 20 | Bond & Devick Financial Network, Inc. | $20.3M | 879,141 | Added |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $20.2M | 872,446 | Trimmed |
| 22 | Revolve Wealth Partners, LLC | $17.5M | 756,987 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $17.5M | 756,844 | Added |
| 24 | Revisor Wealth Management LLC | $16.8M | 726,046 | Trimmed |
| 25 | Arnold Financial Planning LLC | $15.9M | 686,760 | Added |