| 1 | Pure Financial Advisors, LLC | $180.0M | 2.2M | Trimmed |
| 2 | Bernicke Wealth Management, Ltd. | $162.2M | 2.0M | Added |
| 3 | BRIGHTON JONES LLC | $96.4M | 1.2M | Added |
| 4 | LRI Investments, LLC | $87.9M | 1.1M | Added |
| 5 | Your Advocates Ltd., LLP | $86.0M | 1.0M | Trimmed |
| 6 | Quantum Financial Advisors, LLC | $73.4M | 894,764 | Added |
| 7 | Rather & Kittrell, Inc. | $59.5M | 726,297 | Added |
| 8 | Integrated Wealth Concepts LLC | $55.2M | 672,906 | Added |
| 9 | Stratos Investment Management, LLC | $54.5M | 664,264 | Added |
| 10 | Foundations Investment Advisors, LLC | $51.2M | 624,972 | Added |
| 11 | MONOGRAPH WEALTH ADVISORS, LLC | $46.5M | 567,396 | Added |
| 12 | Private Advisor Group, LLC | $44.6M | 544,143 | Trimmed |
| 13 | OneDigital Investment Advisors LLC | $44.3M | 540,704 | Added |
| 14 | Annandale Capital, LLC | $41.3M | 503,749 | Added |
| 15 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $37.8M | 461,690 | Trimmed |
| 16 | SC&H Financial Advisors, Inc. | $37.1M | 452,203 | Added |
| 17 | KFG WEALTH MANAGEMENT, LLC | $33.4M | 407,966 | Trimmed |
| 18 | Keyes, Stange & Wooten Wealth Management, LLC | $33.2M | 405,324 | Added |
| 19 | BCO Wealth Management LLC | $33.2M | 405,069 | Added |
| 20 | GREAT OAK CAPITAL PARTNERS, LLC | $33.0M | 400,422 | Added |
| 21 | Hardy Reed LLC | $32.6M | 397,070 | Added |
| 22 | Sageworth Trust Co | $30.5M | 372,379 | Added |
| 23 | BEACON HILL WEALTH MANAGEMENT LTD. | $28.5M | 347,773 | New |
| 24 | Betterment LLC | $28.0M | 341,912 | Trimmed |
| 25 | Geneos Wealth Management Inc. | $28.0M | 341,244 | Added |