| 1 | Savant Capital, LLC | $661.5M | 18.9M | Added |
| 2 | Corient Private Wealth LLC | $257.0M | 7.3M | Trimmed |
| 3 | MATHER GROUP, LLC. | $230.1M | 6.6M | Trimmed |
| 4 | JMG Financial Group, Ltd. | $216.9M | 6.2M | Added |
| 5 | Focus Partners Wealth | $157.7M | 4.5M | Added |
| 6 | Cerity Partners LLC | $150.9M | 4.3M | Added |
| 7 | Cetera Investment Advisers | $136.3M | 3.9M | Added |
| 8 | RITHOLTZ WEALTH MANAGEMENT | $135.2M | 3.9M | Added |
| 9 | EXENCIAL WEALTH ADVISORS, LLC | $98.0M | 2.8M | Added |
| 10 | Modera Wealth Management, LLC | $96.8M | 2.8M | Added |
| 11 | Index Fund Advisors, Inc. | $96.8M | 2.8M | Added |
| 12 | Pathstone Holdings, LLC | $96.5M | 2.8M | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $80.2M | 2.3M | Added |
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | $78.1M | 2.2M | Added |
| 15 | Creative Planning | $77.5M | 2.2M | Added |
| 16 | LPL Financial LLC | $77.5M | 2.2M | Added |
| 17 | Focus Partners Advisor Solutions, LLC | $73.9M | 2.1M | Added |
| 18 | Arista Wealth Management, LLC | $73.7M | 2.1M | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $68.1M | 1.9M | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $55.1M | 1.6M | Added |
| 21 | Vestmark Advisory Solutions, Inc. | $52.1M | 1.5M | Added |
| 22 | EP Wealth Advisors, LLC | $49.8M | 1.4M | Trimmed |
| 23 | DiNuzzo Private Wealth, Inc. | $47.2M | 1.3M | Trimmed |
| 24 | Truepoint, Inc. | $47.0M | 1.3M | Added |
| 25 | Evanson Asset Management, LLC | $39.1M | 1.1M | Added |