| 1 | Apella Capital, LLC | $120.3M | 2.3M | Added |
| 2 | Planning Center, Inc. | $85.5M | 1.6M | Added |
| 3 | Ironwood Wealth Management, LLC. | $51.0M | 952,480 | New |
| 4 | Elser Financial Planning, Inc | $41.8M | 779,026 | Added |
| 5 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $39.6M | 738,963 | Added |
| 6 | United Wealth Management, LLC | $36.2M | 676,064 | Added |
| 7 | Hill Investment Group Partners, LLC | $35.4M | 660,685 | Trimmed |
| 8 | Private Wealth Management Group, LLC | $34.1M | 635,640 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $31.9M | 594,298 | Added |
| 10 | Guardian Wealth Management, LLC | $26.1M | 486,969 | Added |
| 11 | HighTower Advisors, LLC | $25.1M | 468,562 | Added |
| 12 | Alpha Financial Advisors, LLC | $25.0M | 467,359 | Trimmed |
| 13 | Verisail Partners, LLC | $24.2M | 450,943 | Added |
| 14 | Mattern Wealth Management LLC | $20.6M | 384,379 | Added |
| 15 | LIBERTY WEALTH MANAGEMENT LLC | $20.3M | 387,348 | Hold |
| 16 | Eaton-Cambridge Inc. | $19.9M | 372,058 | Added |
| 17 | Equita Financial Network, Inc. | $19.6M | 365,866 | Added |
| 18 | Vermillion Wealth Management, Inc. | $19.1M | 357,028 | Added |
| 19 | Kestra Investment Management, LLC | $18.1M | 337,014 | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $17.9M | 334,133 | Added |
| 21 | GeoWealth Management, LLC | $17.0M | 316,735 | Added |
| 22 | Oakwell Private Wealth Management, LLC | $16.6M | 310,477 | Added |
| 23 | JMG Financial Group, Ltd. | $15.5M | 288,905 | Added |
| 24 | Private Advisor Group, LLC | $15.4M | 287,453 | Trimmed |
| 25 | ASSETMARK, INC | $15.0M | 279,075 | Added |