| 1 | Truepoint, Inc. | $568.9M | 13.5M | Added |
| 2 | FACTORY MUTUAL INSURANCE CO | $426.1M | 10.1M | Added |
| 3 | Petersen Hastings Wealth Advisors Inc. | $207.6M | 4.9M | Added |
| 4 | Apella Capital, LLC | $196.1M | 4.7M | Added |
| 5 | True Link Financial Advisors, LLC | $187.2M | 4.4M | Added |
| 6 | Elser Financial Planning, Inc | $186.5M | 4.4M | Added |
| 7 | Acropolis Investment Management, LLC | $171.6M | 4.1M | Added |
| 8 | Great Waters Wealth Management | $161.8M | 3.8M | Added |
| 9 | Root Financial Partners, LLC | $161.8M | 3.8M | Added |
| 10 | Beaird Harris Wealth Management, LLC | $139.1M | 3.3M | Added |
| 11 | DiNuzzo Private Wealth, Inc. | $116.4M | 2.8M | Added |
| 12 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $109.7M | 2.6M | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $89.8M | 2.1M | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $82.3M | 2.0M | Added |
| 15 | Core Wealth Management, Inc. | $79.5M | 1.9M | Added |
| 16 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $67.2M | 1.6M | Added |
| 17 | Creative Capital Management Investments LLC | $63.1M | 1.5M | Added |
| 18 | Graves Light Lenhart Wealth, Inc. | $58.3M | 1.4M | Added |
| 19 | GeoWealth Management, LLC | $58.3M | 1.4M | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $49.1M | 1.2M | Added |
| 21 | HEFFERNAN ADVISORY, INC | $48.5M | 1.1M | Trimmed |
| 22 | GREAT OAK CAPITAL PARTNERS, LLC | $37.3M | 893,243 | Added |
| 23 | Tencap Wealth Coaching, LLC | $35.9M | 850,105 | Added |
| 24 | BCR Wealth Strategies, LLC | $34.8M | 825,494 | Added |
| 25 | Aspen Capital Management, LLC | $34.8M | 824,636 | Added |