| 1 | Focus Partners Wealth | $346.4M | 7.3M | Added |
| 2 | Focus Partners Advisor Solutions, LLC | $302.7M | 6.3M | Added |
| 3 | Apella Capital, LLC | $258.5M | 5.4M | Added |
| 4 | OneDigital Investment Advisors LLC | $185.3M | 3.9M | Added |
| 5 | Savant Capital, LLC | $174.5M | 3.7M | Trimmed |
| 6 | Root Financial Partners, LLC | $173.7M | 3.6M | Added |
| 7 | Vise Technologies, Inc. | $166.7M | 3.5M | Added |
| 8 | Beaird Harris Wealth Management, LLC | $152.8M | 3.2M | Added |
| 9 | Planning Center, Inc. | $138.7M | 2.9M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $128.1M | 2.7M | Added |
| 11 | DiNuzzo Private Wealth, Inc. | $99.3M | 2.1M | Added |
| 12 | HighTower Advisors, LLC | $95.3M | 2.0M | Added |
| 13 | Great Waters Wealth Management | $93.1M | 1.9M | Added |
| 14 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $83.9M | 1.8M | Added |
| 15 | Rachor Investment Advisory Services, LLC | $72.5M | 1.5M | Added |
| 16 | Rather & Kittrell, Inc. | $68.3M | 1.4M | Added |
| 17 | Diversified Portfolios, Inc. | $63.7M | 1.3M | Trimmed |
| 18 | ASSETMARK, INC | $61.3M | 1.3M | Added |
| 19 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $60.7M | 1.3M | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $58.7M | 1.2M | Added |
| 21 | WPWealth LLP | $56.8M | 1.2M | Trimmed |
| 22 | Ruedi Wealth Management, Inc. | $54.7M | 1.1M | Added |
| 23 | 55 North Private Wealth, LLC | $51.3M | 1.1M | Added |
| 24 | Beacon Pointe Advisors, LLC | $49.9M | 1.0M | Added |
| 25 | Financial Plan, Inc. | $49.6M | 1.0M | Added |