| 1 | Forum Financial Management, LP | $465.7M | 17.5M | Added |
| 2 | Savant Capital, LLC | $338.9M | 12.7M | Added |
| 3 | JMG Financial Group, Ltd. | $168.6M | 6.3M | Added |
| 4 | Focus Partners Wealth | $108.3M | 4.1M | Added |
| 5 | BRIGHTON JONES LLC | $74.4M | 2.8M | Added |
| 6 | TCI Wealth Advisors, Inc. | $74.0M | 2.8M | Added |
| 7 | Wealthspire Advisors, LLC | $73.2M | 2.8M | Added |
| 8 | LifeGuide Financial Advisors, LLC | $66.7M | 2.5M | Added |
| 9 | DiNuzzo Private Wealth, Inc. | $48.9M | 1.8M | Added |
| 10 | Focus Partners Advisor Solutions, LLC | $47.0M | 1.8M | Added |
| 11 | MASECO LLP | $41.3M | 1.6M | Added |
| 12 | LPL Financial LLC | $32.4M | 1.2M | Added |
| 13 | Rather & Kittrell, Inc. | $29.5M | 1.1M | Added |
| 14 | Summit Financial Strategies, Inc. | $28.2M | 1.1M | Added |
| 15 | Rockwood Wealth Management, LLC | $26.8M | 1.0M | Added |
| 16 | WPWealth LLP | $25.6M | 963,275 | Added |
| 17 | Financial Plan, Inc. | $24.7M | 927,539 | Added |
| 18 | Wescott Financial Advisory Group, LLC | $24.1M | 908,162 | Trimmed |
| 19 | Guardian Wealth Management, LLC | $24.1M | 905,321 | Added |
| 20 | Creative Capital Management Investments LLC | $23.9M | 898,626 | Added |
| 21 | Great Waters Wealth Management | $23.6M | 888,367 | Added |
| 22 | Index Fund Advisors, Inc. | $23.4M | 881,680 | Added |
| 23 | Verisail Partners, LLC | $22.9M | 862,304 | Added |
| 24 | OneDigital Investment Advisors LLC | $21.8M | 820,150 | Added |
| 25 | Beacon Pointe Advisors, LLC | $21.6M | 813,973 | Trimmed |