| 1 | Root Financial Partners, LLC | $186.4M | 4.7M | Added |
| 2 | Foster Group, Inc. | $158.3M | 4.0M | Trimmed |
| 3 | Truepoint, Inc. | $132.2M | 3.3M | Trimmed |
| 4 | Summit Financial Strategies, Inc. | $98.1M | 2.5M | Added |
| 5 | DiNuzzo Private Wealth, Inc. | $69.5M | 1.8M | Trimmed |
| 6 | Apella Capital, LLC | $61.3M | 1.5M | Added |
| 7 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $53.9M | 1.4M | Trimmed |
| 8 | MATHER GROUP, LLC. | $50.6M | 1.3M | Added |
| 9 | ECLECTIC ASSOCIATES INC /ADV | $40.8M | 1.0M | Added |
| 10 | Diversified Portfolios, Inc. | $40.5M | 1.0M | Added |
| 11 | Team Hewins, LLC | $37.0M | 935,378 | Trimmed |
| 12 | GREAT OAK CAPITAL PARTNERS, LLC | $37.0M | 922,973 | Added |
| 13 | Acropolis Investment Management, LLC | $36.3M | 918,156 | Added |
| 14 | Tumwater Wealth Management, LLC | $35.9M | 906,834 | Added |
| 15 | Linscomb Wealth, Inc. | $34.3M | 866,940 | Added |
| 16 | EnRich Financial Partners LLC | $33.7M | 852,592 | Trimmed |
| 17 | Wescott Financial Advisory Group, LLC | $31.7M | 802,407 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.5M | 787,192 | Added |
| 19 | Tilson Financial Group, Inc. | $31.2M | 788,526 | Added |
| 20 | Fort Vancouver Investment Management, LLC | $30.7M | 775,331 | Trimmed |
| 21 | Lakeshore Financial Planning, Inc. | $30.3M | 767,113 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $29.1M | 736,899 | Added |
| 23 | Wealth Architects, LLC | $27.2M | 686,834 | Trimmed |
| 24 | Evanson Financial, LLC | $24.2M | 611,465 | New |
| 25 | Cambridge Investment Research Advisors, Inc. | $24.1M | 609,126 | Added |