| 1 | TCI Wealth Advisors, Inc. | $222.5M | 4.0M | Added |
| 2 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $184.6M | 3.4M | Added |
| 3 | Plancorp, LLC | $178.4M | 3.2M | Trimmed |
| 4 | Modera Wealth Management, LLC | $126.1M | 2.3M | Added |
| 5 | Truepoint, Inc. | $104.6M | 1.9M | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $102.0M | 1.9M | Added |
| 7 | Trust Co of the South | $94.8M | 1.7M | Trimmed |
| 8 | Evanson Financial, LLC | $72.5M | 1.3M | New |
| 9 | CHOREO, LLC | $70.6M | 1.3M | Added |
| 10 | Foster Group, Inc. | $69.5M | 1.3M | Trimmed |
| 11 | Beaird Harris Wealth Management, LLC | $65.6M | 1.2M | Trimmed |
| 12 | Forum Financial Management, LP | $63.8M | 1.2M | Trimmed |
| 13 | Apella Capital, LLC | $58.8M | 1.1M | Trimmed |
| 14 | Parkwoods Wealth Partners, LLC | $58.5M | 1.1M | Added |
| 15 | Team Hewins, LLC | $52.4M | 951,799 | Trimmed |
| 16 | CLUNE & ASSOCIATES, LTD. | $52.2M | 948,209 | Added |
| 17 | TFC Financial Management, Inc. | $49.8M | 905,753 | Trimmed |
| 18 | KEB ASSET MANAGEMENT, LLC | $49.5M | 900,330 | Added |
| 19 | Porter White Investment Advisors, Inc. | $48.8M | 886,806 | Trimmed |
| 20 | Elser Financial Planning, Inc | $48.6M | 882,671 | Trimmed |
| 21 | Disciplined Equity Management, Inc. | $46.1M | 838,894 | Added |
| 22 | Heritage Investment Group, Inc. | $46.0M | 836,665 | Trimmed |
| 23 | Verus Financial Partners, Inc. | $45.9M | 833,515 | Added |
| 24 | Guardian Wealth Management, LLC | $45.3M | 824,333 | Trimmed |
| 25 | Timonier Family Office, LTD. | $42.4M | 769,971 | Added |