| 1 | MATHER GROUP, LLC. | $257.3M | 6.6M | Added |
| 2 | JMG Financial Group, Ltd. | $244.8M | 6.3M | Added |
| 3 | Modera Wealth Management, LLC | $114.4M | 2.9M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $92.3M | 2.4M | Added |
| 5 | Arista Wealth Management, LLC | $83.5M | 2.2M | Added |
| 6 | DiNuzzo Private Wealth, Inc. | $50.5M | 1.3M | Trimmed |
| 7 | Truepoint, Inc. | $46.3M | 1.2M | Trimmed |
| 8 | Evanson Financial, LLC | $45.0M | 1.2M | New |
| 9 | Integrity Advisory Solutions, LLC | $36.5M | 940,148 | Added |
| 10 | Elser Financial Planning, Inc | $35.8M | 923,575 | Added |
| 11 | Stordahl Capital Management, Inc. | $35.4M | 913,553 | Added |
| 12 | United Wealth Management, LLC | $35.1M | 904,345 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.1M | 826,860 | Added |
| 14 | Hassell Wealth Management, LLC | $29.4M | 770,951 | Added |
| 15 | Zhang Financial LLC | $29.1M | 750,732 | Added |
| 16 | Diversified Portfolios, Inc. | $28.5M | 734,781 | Added |
| 17 | Sequoia Financial Advisors, LLC | $27.7M | 714,818 | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $27.7M | 714,197 | Added |
| 19 | INTEGRITY ALLIANCE, LLC. | $27.3M | 704,492 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $25.0M | 644,635 | Trimmed |
| 21 | CLUNE & ASSOCIATES, LTD. | $24.6M | 634,617 | Added |
| 22 | Chicago Partners Investment Group LLC | $23.3M | 594,768 | Added |
| 23 | Wealth Dimensions Group, Ltd. | $22.8M | 587,003 | Added |
| 24 | Integris Wealth Management, LLC | $22.7M | 585,899 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $22.0M | 568,175 | Added |