| 1 | Elwood & Goetz Wealth Advisory Group, LLC | $35.4M | 441,006 | Added |
| 2 | HighTower Advisors, LLC | $33.0M | 410,979 | Added |
| 3 | Berger Financial Group, Inc | $21.6M | 269,524 | Added |
| 4 | LPL Financial LLC | $19.9M | 248,067 | Added |
| 5 | Tarbox Family Office, Inc. | $19.3M | 240,067 | Added |
| 6 | Wealth Management Partners, LLC | $17.5M | 218,287 | Added |
| 7 | Networth Advisors, LLC | $15.2M | 189,314 | Added |
| 8 | AMERICAN CENTURY COMPANIES INC | $15.1M | 187,798 | Added |
| 9 | CGN Advisors LLC | $14.5M | 180,847 | Added |
| 10 | Envision Financial Planning, LLC | $11.5M | 143,101 | Added |
| 11 | AE Wealth Management LLC | $11.3M | 141,166 | Added |
| 12 | MORGAN STANLEY | $10.2M | 126,988 | Added |
| 13 | Tiller Private Wealth, Inc. | $9.0M | 111,704 | Added |
| 14 | Bleakley Financial Group, LLC | $8.1M | 101,456 | Added |
| 15 | Independent Advisor Alliance | $8.1M | 101,205 | Trimmed |
| 16 | Mendota Financial Group, LLC | $7.1M | 88,914 | Added |
| 17 | Chicago Partners Investment Group LLC | $5.4M | 68,484 | Added |
| 18 | Kestra Advisory Services, LLC | $4.1M | 51,660 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 50,481 | Added |
| 20 | &PARTNERS | $4.0M | 49,946 | Added |
| 21 | LexAurum Advisors, LLC | $3.8M | 47,944 | Added |
| 22 | COMMERCE BANK | $3.4M | 42,311 | Added |
| 23 | CFS Investment Advisory Services, LLC | $3.1M | 38,813 | Added |
| 24 | Glenview Trust Co | $3.1M | 38,225 | New |
| 25 | HB Wealth Management, LLC | $2.6M | 32,728 | Trimmed |