| 1 | Forum Financial Management, LP | $725.8M | 10.4M | Added |
| 2 | Asset Dedication, LLC | $178.2M | 2.5M | Added |
| 3 | Apella Capital, LLC | $144.1M | 2.1M | Trimmed |
| 4 | Trust Co of the South | $122.6M | 1.8M | Trimmed |
| 5 | Truepoint, Inc. | $102.3M | 1.5M | Trimmed |
| 6 | GREAT OAK CAPITAL PARTNERS, LLC | $100.2M | 1.4M | Added |
| 7 | Sequoia Financial Advisors, LLC | $97.3M | 1.4M | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.6M | 1.2M | Added |
| 9 | Sensible Money, LLC | $76.3M | 1.1M | Added |
| 10 | Evanson Financial, LLC | $76.2M | 1.1M | New |
| 11 | Abacus Wealth Partners, LLC | $71.6M | 1.0M | Trimmed |
| 12 | Parkwoods Wealth Partners, LLC | $64.7M | 925,410 | Added |
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $64.5M | 922,732 | Added |
| 14 | Team Hewins, LLC | $64.2M | 917,911 | Trimmed |
| 15 | Great Waters Wealth Management | $62.1M | 888,357 | Added |
| 16 | ASSETMARK, INC | $59.1M | 845,930 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $57.7M | 825,208 | Added |
| 18 | Joel Isaacson & Co., LLC | $57.6M | 823,931 | Added |
| 19 | BAYSHORE ASSET MANAGEMENT, LLC | $57.1M | 816,647 | Trimmed |
| 20 | Modera Wealth Management, LLC | $53.9M | 770,649 | Added |
| 21 | Plancorp, LLC | $52.8M | 758,035 | Trimmed |
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $49.8M | 712,667 | Trimmed |
| 23 | SAX WEALTH ADVISORS, LLC | $48.4M | 775,382 | Added |
| 24 | KEB ASSET MANAGEMENT, LLC | $47.9M | 685,036 | Trimmed |
| 25 | Tumwater Wealth Management, LLC | $44.5M | 636,708 | Added |