| 1 | Forum Financial Management, LP | $613.6M | 16.5M | Added |
| 2 | Evensky & Katz LLC | $227.0M | 6.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $222.1M | 6.0M | Added |
| 4 | JMG Financial Group, Ltd. | $185.3M | 5.0M | Added |
| 5 | Apella Capital, LLC | $179.3M | 4.8M | Added |
| 6 | Summit Financial Strategies, Inc. | $147.8M | 4.0M | Added |
| 7 | Plancorp, LLC | $145.5M | 3.9M | Added |
| 8 | AWM CAPITAL, LLC | $135.6M | 3.6M | Added |
| 9 | Sageworth Trust Co | $118.6M | 3.2M | Trimmed |
| 10 | ASSETMARK, INC | $116.7M | 3.1M | Added |
| 11 | Symmetry Partners, LLC | $111.2M | 3.0M | Added |
| 12 | PARK AVENUE SECURITIES LLC | $110.2M | 3.0M | New |
| 13 | Annex Advisory Services, LLC | $99.2M | 2.7M | Added |
| 14 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $91.8M | 2.5M | Trimmed |
| 15 | Asset Dedication, LLC | $91.7M | 2.5M | Added |
| 16 | Aspen Capital Management, LLC | $88.7M | 2.4M | Added |
| 17 | Elser Financial Planning, Inc | $82.2M | 2.2M | Added |
| 18 | SJS Investment Consulting Inc. | $77.1M | 2.1M | Added |
| 19 | Moss Adams Wealth Advisors LLC | $73.6M | 2.0M | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $67.5M | 1.8M | Added |
| 21 | Rockwood Wealth Management, LLC | $66.1M | 1.8M | Trimmed |
| 22 | Tencap Wealth Coaching, LLC | $61.2M | 1.6M | Added |
| 23 | Truepoint, Inc. | $61.1M | 1.6M | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $60.9M | 1.6M | Added |
| 25 | Catalyst Capital Advisors LLC | $60.6M | 1.6M | Added |