| 1 | Diversified Enterprises, LLC | $66.1M | 554,547 | Added |
| 2 | Everhart Financial Group, Inc. | $64.2M | 538,759 | Added |
| 3 | Rodgers & Associates, LTD | $48.1M | 403,692 | Trimmed |
| 4 | FAS Wealth Partners, Inc. | $45.3M | 380,346 | Added |
| 5 | Avantax Planning Partners, Inc. | $42.0M | 352,536 | Added |
| 6 | Krilogy Financial LLC | $41.9M | 352,106 | Trimmed |
| 7 | Pacific Life Fund Advisors LLC | $34.1M | 286,594 | New |
| 8 | GHP Investment Advisors, Inc. | $30.3M | 254,137 | Added |
| 9 | First National Trust Co | $24.6M | 206,257 | Added |
| 10 | Klingman & Associates, LLC | $24.3M | 203,898 | Trimmed |
| 11 | Grey Fox Wealth Advisors, LLC | $21.4M | 179,787 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $20.1M | 168,328 | Trimmed |
| 13 | VICTORY FINANCIAL GROUP, LLC | $19.7M | 164,987 | Added |
| 14 | Private Advisor Group, LLC | $19.6M | 164,196 | Added |
| 15 | Marietta Wealth Management, LLC | $14.4M | 120,589 | Added |
| 16 | Shakespeare Wealth Management, LLC | $14.2M | 119,563 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $14.0M | 117,456 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 109,766 | Trimmed |
| 19 | RAINEY & RANDALL WEALTH ADVISORS INC. | $12.2M | 102,047 | Trimmed |
| 20 | MATHER GROUP, LLC. | $11.8M | 98,823 | Trimmed |
| 21 | BIP Wealth, LLC | $11.3M | 95,010 | Added |
| 22 | Key Financial Inc | $9.6M | 80,325 | Trimmed |
| 23 | Integrity Wealth Solutions LLC | $9.5M | 79,642 | Added |
| 24 | HRC WEALTH MANAGEMENT, LLC | $9.4M | 78,831 | Added |
| 25 | Cerro Pacific Wealth Advisors LLC | $9.3M | 78,256 | Added |