| 1 | MATHER GROUP, LLC. | $356.3M | 12.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $234.9M | 8.3M | Added |
| 3 | Merit Financial Group, LLC | $183.1M | 6.4M | Added |
| 4 | One Day In July LLC | $163.0M | 5.7M | Added |
| 5 | EVERMAY WEALTH MANAGEMENT LLC | $144.2M | 5.1M | Added |
| 6 | ASSETMARK, INC | $102.7M | 3.6M | Added |
| 7 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $75.2M | 2.6M | Added |
| 8 | Strategic Wealth Investment Group, LLC | $64.1M | 2.3M | Added |
| 9 | VOISARD ASSET MANAGEMENT GROUP, INC. | $55.6M | 2.0M | Added |
| 10 | CX Institutional | $52.5M | 1.8M | Trimmed |
| 11 | Carnegie Investment Counsel | $52.3M | 1.8M | Trimmed |
| 12 | Gladstone Institutional Advisory LLC | $51.2M | 1.8M | Added |
| 13 | Black Diamond Financial, LLC | $44.5M | 1.6M | Added |
| 14 | Gradient Investments LLC | $43.7M | 1.5M | Added |
| 15 | Private Advisor Group, LLC | $38.0M | 1.3M | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $35.7M | 1.3M | Added |
| 17 | Envestnet Portfolio Solutions, Inc. | $35.3M | 1.2M | Added |
| 18 | Concord Wealth Partners | $33.7M | 1.2M | Added |
| 19 | Concord Asset Management, LLC/VA | $33.0M | 1.2M | Added |
| 20 | Leicht Financial Planning & Wealth Management, Inc. | $28.9M | 1.0M | Added |
| 21 | KWB Wealth | $28.4M | 999,955 | Trimmed |
| 22 | SENTINEL PENSION ADVISORS, LLC | $28.2M | 997,269 | Added |
| 23 | Flagstone Financial Management | $25.7M | 905,461 | Added |
| 24 | S. R. Schill & Associates | $23.4M | 823,719 | Added |
| 25 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $20.1M | 708,223 | Added |