| 1 | Focus Partners Wealth | $88.1M | 3.4M | Trimmed |
| 2 | HighTower Advisors, LLC | $71.2M | 2.7M | Added |
| 3 | Root Financial Partners, LLC | $60.8M | 2.3M | Added |
| 4 | Vise Technologies, Inc. | $57.3M | 2.2M | Added |
| 5 | PRUDENTIAL FINANCIAL INC | $52.6M | 2.0M | Trimmed |
| 6 | Elwood & Goetz Wealth Advisory Group, LLC | $47.0M | 1.8M | Trimmed |
| 7 | RAM Investment Partners, LLC | $38.1M | 1.5M | Added |
| 8 | Moisand Fitzgerald Tamayo, LLC | $38.1M | 1.5M | Added |
| 9 | Savant Capital, LLC | $31.5M | 1.2M | Added |
| 10 | GREAT OAK CAPITAL PARTNERS, LLC | $28.7M | 1.1M | Added |
| 11 | Rather & Kittrell, Inc. | $26.4M | 1.0M | Added |
| 12 | Beacon Pointe Advisors, LLC | $24.5M | 936,661 | Added |
| 13 | Sequoia Financial Advisors, LLC | $19.8M | 757,577 | Added |
| 14 | Burton Enright Welch | $19.6M | 750,411 | Added |
| 15 | Wealth Dimensions Group, Ltd. | $18.8M | 717,843 | Added |
| 16 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $17.2M | 657,049 | Trimmed |
| 17 | United Wealth Management, LLC | $15.7M | 600,451 | Added |
| 18 | North Berkeley Wealth Management, LLC | $15.5M | 592,931 | Added |
| 19 | Fidato Wealth LLC | $14.2M | 543,699 | Added |
| 20 | LRI Investments, LLC | $13.6M | 518,972 | Added |
| 21 | Core Wealth Management, Inc. | $13.2M | 504,582 | Added |
| 22 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $13.1M | 502,097 | Added |
| 23 | Pathstone Holdings, LLC | $12.3M | 470,402 | Trimmed |
| 24 | Concurrent Investment Advisors, LLC | $12.3M | 469,889 | Added |
| 25 | Focus Partners Advisor Solutions, LLC | $11.8M | 451,563 | Added |