| 1 | Modera Wealth Management, LLC | $261.0M | 2.6M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $203.9M | 2.0M | Added |
| 3 | Wealthcare Advisory Partners LLC | $135.1M | 1.3M | Added |
| 4 | Farther Finance Advisors, LLC | $114.3M | 1.1M | Added |
| 5 | WEALTHCARE CAPITAL MANAGEMENT LLC | $95.9M | 938,761 | Added |
| 6 | Abacus Planning Group, Inc. | $72.1M | 705,445 | Added |
| 7 | Quotient Wealth Partners, LLC | $66.3M | 649,411 | Added |
| 8 | KEATING INVESTMENT COUNSELORS INC | $63.7M | 623,779 | Trimmed |
| 9 | 3EDGE Asset Management, LP | $55.9M | 546,891 | Added |
| 10 | LVW Advisors, LLC | $44.1M | 431,464 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $43.5M | 425,482 | Added |
| 12 | SIGMA INVESTMENT COUNSELORS INC | $42.6M | 416,939 | Added |
| 13 | ALTFEST L J & CO INC | $41.0M | 401,268 | Added |
| 14 | Austin Asset Management Co Inc | $36.5M | 356,912 | Added |
| 15 | CENTRAL TRUST Co | $33.6M | 328,813 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $33.3M | 326,147 | Added |
| 17 | Mirae Asset Global Investments Co., Ltd. | $32.2M | 315,658 | Added |
| 18 | Opus Capital Group, LLC | $29.9M | 292,799 | Added |
| 19 | AE Wealth Management LLC | $27.5M | 268,853 | Added |
| 20 | SUMMITRY LLC | $27.4M | 268,602 | Trimmed |
| 21 | DDFG, Inc | $27.4M | 268,165 | Added |
| 22 | Seneca Financial Advisors LLC | $26.9M | 262,884 | Added |
| 23 | Capital Advantage, Inc. | $26.4M | 258,789 | New |
| 24 | ROCKLAND TRUST CO | $25.7M | 252,016 | Added |
| 25 | ProVise Management Group, LLC | $25.7M | 251,467 | Added |