| 1 | Truepoint, Inc. | $155.2M | 3.2M | Added |
| 2 | Apella Capital, LLC | $76.8M | 1.6M | Added |
| 3 | Foster Group, Inc. | $71.7M | 1.5M | Added |
| 4 | Symmetry Partners, LLC | $62.1M | 1.3M | Trimmed |
| 5 | GeoWealth Management, LLC | $51.0M | 1.1M | Added |
| 6 | Sequoia Financial Advisors, LLC | $43.3M | 896,162 | Added |
| 7 | Beaird Harris Wealth Management, LLC | $38.5M | 796,384 | Added |
| 8 | MBL Wealth, LLC | $37.5M | 776,501 | Added |
| 9 | AWM CAPITAL, LLC | $35.0M | 725,052 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $32.5M | 672,029 | Added |
| 11 | RAM Investment Partners, LLC | $28.2M | 583,595 | Added |
| 12 | Graves Light Lenhart Wealth, Inc. | $26.9M | 556,651 | Added |
| 13 | Mattern Wealth Management LLC | $26.5M | 548,877 | Added |
| 14 | ASPIRIANT, LLC | $20.9M | 432,596 | Added |
| 15 | HFM Investment Advisors, LLC | $20.7M | 428,712 | Added |
| 16 | Austin Wealth Management, LLC | $17.5M | 364,914 | Added |
| 17 | Vestment Financial LLC | $17.0M | 351,964 | Added |
| 18 | ASSETMARK, INC | $16.9M | 350,598 | Added |
| 19 | Yardley Wealth Management LLC | $15.9M | 328,185 | Added |
| 20 | Wheelhouse Advisory Group LLC | $15.4M | 318,359 | Added |
| 21 | Resonant Capital Advisors, LLC | $13.6M | 280,894 | Added |
| 22 | Brady Martz Wealth Solutions, LLC | $13.2M | 272,899 | Added |
| 23 | DOPKINS WEALTH MANAGEMENT, LLC | $12.0M | 247,398 | Added |
| 24 | West Financial Advisors, LLC | $10.4M | 215,661 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.2M | 212,330 | Added |