| 1 | Truepoint, Inc. | $551.5M | 13.1M | Added |
| 2 | PRUDENTIAL FINANCIAL INC | $457.0M | 10.8M | Added |
| 3 | Petersen Hastings Wealth Advisors Inc. | $193.0M | 4.6M | Added |
| 4 | FACTORY MUTUAL INSURANCE CO | $191.6M | 4.5M | Hold |
| 5 | Apella Capital, LLC | $188.2M | 4.4M | Added |
| 6 | True Link Financial Advisors, LLC | $180.0M | 4.3M | Added |
| 7 | Elser Financial Planning, Inc | $177.7M | 4.2M | Added |
| 8 | Beacon Pointe Advisors, LLC | $156.9M | 3.7M | Added |
| 9 | Savant Capital, LLC | $149.0M | 3.5M | Trimmed |
| 10 | Acropolis Investment Management, LLC | $146.6M | 3.5M | Added |
| 11 | Great Waters Wealth Management | $146.6M | 3.5M | Added |
| 12 | OneDigital Investment Advisors LLC | $140.9M | 3.3M | Added |
| 13 | Allworth Financial LP | $137.5M | 3.3M | Added |
| 14 | Root Financial Partners, LLC | $137.1M | 3.2M | Added |
| 15 | Beaird Harris Wealth Management, LLC | $136.3M | 3.2M | Added |
| 16 | F/m Investments LLC | $128.2M | 3.0M | New |
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $106.7M | 2.5M | Trimmed |
| 18 | DiNuzzo Private Wealth, Inc. | $106.5M | 2.5M | Added |
| 19 | Vise Technologies, Inc. | $104.6M | 2.5M | Hold |
| 20 | Stratos Investment Management, LLC | $84.4M | 2.0M | Added |
| 21 | WPWealth LLP | $84.3M | 2.0M | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $75.9M | 1.8M | Added |
| 23 | Core Wealth Management, Inc. | $74.8M | 1.8M | Added |
| 24 | HighTower Advisors, LLC | $74.5M | 1.8M | Added |
| 25 | Rather & Kittrell, Inc. | $67.3M | 1.6M | Added |