| 1 | Root Financial Partners, LLC | $426.0M | 5.2M | Trimmed |
| 2 | Plancorp, LLC | $362.5M | 4.4M | Trimmed |
| 3 | TCI Wealth Advisors, Inc. | $313.8M | 3.8M | Added |
| 4 | SAX WEALTH ADVISORS, LLC | $301.4M | 4.3M | Added |
| 5 | Great Waters Wealth Management | $240.5M | 2.9M | Added |
| 6 | Zhang Financial LLC | $218.0M | 2.7M | Added |
| 7 | Apella Capital, LLC | $179.9M | 2.2M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $130.4M | 1.6M | Trimmed |
| 9 | Flagstone Financial Management | $127.4M | 1.6M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $117.1M | 1.4M | Added |
| 11 | JFS WEALTH ADVISORS, LLC | $109.3M | 1.3M | Trimmed |
| 12 | Sequoia Financial Advisors, LLC | $104.0M | 1.3M | Trimmed |
| 13 | Colony Family Offices, LLC | $98.7M | 1.2M | Added |
| 14 | Modera Wealth Management, LLC | $96.5M | 1.2M | Added |
| 15 | DiNuzzo Private Wealth, Inc. | $95.9M | 1.2M | Trimmed |
| 16 | Forum Financial Management, LP | $93.9M | 1.1M | Trimmed |
| 17 | Chicago Partners Investment Group LLC | $92.8M | 1.1M | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.7M | 1.0M | Added |
| 19 | Foster Group, Inc. | $77.1M | 941,437 | Trimmed |
| 20 | Austin Asset Management Co Inc | $77.1M | 941,091 | Added |
| 21 | CHOREO, LLC | $76.7M | 935,798 | Added |
| 22 | Evanson Financial, LLC | $76.2M | 930,248 | New |
| 23 | Elser Financial Planning, Inc | $75.5M | 920,864 | Trimmed |
| 24 | OLIO Financial Planning | $73.5M | 896,829 | Added |
| 25 | Penney Financial, LLC | $73.2M | 893,449 | New |