| 1 | Strategic Financial Services, Inc. | $263.4M | 4.0M | Added |
| 2 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $239.3M | 3.6M | Added |
| 3 | SigFig Wealth Management, LLC | $190.9M | 2.9M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $190.0M | 2.9M | Added |
| 5 | Plancorp, LLC | $135.9M | 2.0M | Added |
| 6 | Annex Advisory Services, LLC | $89.9M | 1.4M | New |
| 7 | Ullmann Wealth Partners Group, LLC | $76.8M | 1.2M | Trimmed |
| 8 | Clearwater Capital Advisors, LLC | $74.5M | 1.1M | Added |
| 9 | Modern Wealth Management, LLC | $69.8M | 1.1M | Added |
| 10 | Kestra Investment Management, LLC | $63.6M | 964,191 | Added |
| 11 | Compound Planning, Inc. | $51.4M | 778,056 | Trimmed |
| 12 | Cardinal Point Capital Management ULC | $48.3M | 731,889 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $46.5M | 704,890 | Trimmed |
| 14 | Integrated Wealth Concepts LLC | $44.6M | 676,047 | Added |
| 15 | JPMORGAN CHASE & CO | $44.2M | 689,544 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $43.5M | 658,586 | Added |
| 17 | Conrad Siegel Investment Advisors, Inc. | $35.2M | 533,205 | Added |
| 18 | MORGAN STANLEY | $35.1M | 531,388 | Trimmed |
| 19 | Focus Partners Wealth | $34.8M | 527,707 | Trimmed |
| 20 | CORA CAPITAL ADVISORS LLC | $31.3M | 474,684 | Trimmed |
| 21 | Pettinga Financial Advisors LLC | $27.5M | 415,915 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $26.4M | 399,316 | Trimmed |
| 23 | LPL Financial LLC | $24.9M | 376,529 | Trimmed |
| 24 | Acropolis Investment Management, LLC | $23.6M | 357,549 | Added |
| 25 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $18.9M | 285,753 | Trimmed |