| 1 | Truepoint, Inc. | $331.1M | 2.7M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $299.3M | 2.4M | Trimmed |
| 3 | Plancorp, LLC | $191.5M | 1.5M | Added |
| 4 | TCI Wealth Advisors, Inc. | $173.3M | 1.4M | Added |
| 5 | Unison Advisors LLC | $166.7M | 1.3M | Added |
| 6 | Evensky & Katz LLC | $144.7M | 1.2M | Trimmed |
| 7 | Wealth Management Nebraska | $141.4M | 1.1M | New |
| 8 | Sequoia Financial Advisors, LLC | $132.7M | 1.1M | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $110.9M | 889,271 | Trimmed |
| 10 | Avantax Planning Partners, Inc. | $107.8M | 864,456 | Added |
| 11 | Beaird Harris Wealth Management, LLC | $93.6M | 749,891 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $86.9M | 696,563 | Added |
| 13 | Foster Group, Inc. | $85.6M | 685,757 | Trimmed |
| 14 | Private Advisor Group, LLC | $85.5M | 685,640 | Added |
| 15 | Symmetry Partners, LLC | $83.3M | 667,861 | Trimmed |
| 16 | Moisand Fitzgerald Tamayo, LLC | $78.8M | 631,595 | Trimmed |
| 17 | Farther Finance Advisors, LLC | $78.6M | 629,767 | Added |
| 18 | Petersen Hastings Wealth Advisors Inc. | $74.5M | 597,318 | Trimmed |
| 19 | Avior Wealth Management, LLC | $73.6M | 590,250 | Added |
| 20 | Meredith Wealth Planning | $73.4M | 588,447 | Trimmed |
| 21 | Krilogy Financial LLC | $71.6M | 573,763 | Added |
| 22 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $68.1M | 545,956 | Added |
| 23 | Envestnet Portfolio Solutions, Inc. | $68.0M | 545,414 | Added |
| 24 | Cornerstone Wealth Partners, LLC | $63.4M | 508,262 | Added |
| 25 | Burton Enright Welch | $63.4M | 507,991 | Added |