| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $170.9M | 2.6M | Added |
| 2 | AMERICAN CENTURY COMPANIES INC | $164.0M | 2.5M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $147.7M | 2.3M | Added |
| 4 | First Command Advisory Services, Inc. | $119.2M | 1.8M | Added |
| 5 | Focus Partners Wealth | $46.6M | 709,779 | Trimmed |
| 6 | Empowered Funds, LLC | $45.6M | 695,217 | Trimmed |
| 7 | Symmetry Partners, LLC | $26.1M | 397,745 | Added |
| 8 | Armbruster Capital Management, Inc. | $23.2M | 353,764 | Added |
| 9 | Pathstone Holdings, LLC | $19.7M | 300,914 | Trimmed |
| 10 | Meredith Wealth Planning | $19.0M | 289,074 | Added |
| 11 | Three Arch Wealth Management LLC | $17.0M | 259,889 | Added |
| 12 | HighTower Advisors, LLC | $16.2M | 247,057 | Added |
| 13 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $14.5M | 221,780 | Added |
| 14 | Allegiance Financial Group Advisory Services LLC | $13.9M | 211,649 | Added |
| 15 | FIDELITY D & D BANCORP INC | $13.7M | 208,886 | Added |
| 16 | BSW Wealth Partners | $12.2M | 186,691 | Trimmed |
| 17 | B&D White Capital Company, LLC | $11.7M | 178,419 | Trimmed |
| 18 | Perigon Wealth Management, LLC | $10.8M | 165,169 | Added |
| 19 | ANDERSON HOAGLAND & CO | $10.4M | 157,946 | Trimmed |
| 20 | Austin Wealth Management, LLC | $10.1M | 160,147 | Added |
| 21 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $9.8M | 149,666 | Added |
| 22 | Apeiron RIA LLC | $9.8M | 148,713 | Added |
| 23 | Global Strategic Investment Solutions, LLC | $9.3M | 141,820 | Trimmed |
| 24 | BANK OF AMERICA CORP /DE/ | $8.8M | 134,785 | Added |
| 25 | Cornerstone Wealth Partners, LLC | $8.8M | 133,744 | Added |