| 1 | Planning Center, Inc. | $186.8M | 3.7M | Added |
| 2 | Root Financial Partners, LLC | $94.8M | 1.9M | Added |
| 3 | Prudent Man Investment Management, Inc. | $79.6M | 1.6M | Trimmed |
| 4 | SJS Investment Consulting Inc. | $37.5M | 737,985 | Added |
| 5 | SC&H Financial Advisors, Inc. | $32.8M | 645,927 | Added |
| 6 | DiNuzzo Private Wealth, Inc. | $31.7M | 623,822 | Added |
| 7 | American Capital Advisory, LLC | $26.0M | 511,900 | Added |
| 8 | Sterling Wealth Management, Inc. | $25.3M | 499,163 | Added |
| 9 | Rachor Investment Advisory Services, LLC | $19.9M | 392,443 | Added |
| 10 | Pillar Financial Advisors, LLC | $19.6M | 386,385 | Added |
| 11 | Chicago Partners Investment Group LLC | $19.4M | 383,636 | Trimmed |
| 12 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $18.4M | 361,664 | Trimmed |
| 13 | Aspen Capital Management, LLC | $17.8M | 351,153 | Added |
| 14 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $17.8M | 350,343 | Added |
| 15 | Avestar Capital, LLC | $15.1M | 296,914 | Added |
| 16 | Foundry Financial LLC | $13.5M | 265,312 | Added |
| 17 | Onyx Financial Advisors, LLC | $12.9M | 253,807 | Added |
| 18 | Hiley Hunt Wealth Management | $12.7M | 250,727 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 225,932 | Added |
| 20 | Wolfstich Capital, LLC | $10.9M | 214,072 | Added |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.2M | 199,906 | Added |
| 22 | Financial Symmetry Inc | $9.8M | 193,362 | Added |
| 23 | Tumwater Wealth Management, LLC | $9.8M | 193,333 | Added |
| 24 | CHOREO, LLC | $8.5M | 167,029 | Added |
| 25 | Ruedi Wealth Management, Inc. | $8.3M | 164,162 | Added |