| 1 | SIGNATUREFD, LLC | $442.4M | 5.7M | Added |
| 2 | Martel Wealth Advisors Inc | $129.2M | 1.7M | Added |
| 3 | ASSETMARK, INC | $121.6M | 1.6M | Added |
| 4 | Diversified Portfolios, Inc. | $106.2M | 1.4M | Added |
| 5 | Smith & Howard Wealth Management, LLC | $87.9M | 1.1M | Added |
| 6 | Verum Partners LLC | $82.4M | 1.1M | Added |
| 7 | ORRSTOWN FINANCIAL SERVICES INC | $69.1M | 894,661 | Added |
| 8 | Zhang Financial LLC | $56.2M | 727,196 | Added |
| 9 | Magnolia Wealth Management, LLC | $55.4M | 716,770 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $53.4M | 691,674 | Added |
| 11 | New England Capital Financial Advisors LLC | $48.9M | 632,969 | Added |
| 12 | Tilson Financial Group, Inc. | $45.2M | 585,536 | Added |
| 13 | Envestnet Portfolio Solutions, Inc. | $42.8M | 553,912 | Added |
| 14 | HUB Investment Partners, LLC | $42.6M | 552,085 | Added |
| 15 | Essex LLC | $42.1M | 545,388 | Added |
| 16 | Mills Wealth Advisors LLC | $39.7M | 513,604 | Added |
| 17 | SJS Investment Consulting Inc. | $37.4M | 484,453 | Added |
| 18 | First Citizens Asset Management, Inc. | $35.9M | 464,660 | Added |
| 19 | Rise Advisors, LLC | $35.5M | 459,797 | Added |
| 20 | Leonard Rickey Investment Advisors P.L.L.C. | $33.9M | 438,604 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $33.3M | 431,363 | Added |
| 22 | AMI INVESTMENT MANAGEMENT INC | $32.5M | 420,558 | Trimmed |
| 23 | Boston Standard Wealth Management, LLC | $32.4M | 421,187 | Added |
| 24 | Investment Planning Advisors, Inc. | $31.1M | 402,406 | Added |
| 25 | Quantum Financial Planning Services, Inc. | $29.9M | 387,776 | Added |