| 1 | Abacus Wealth Partners, LLC | $130.7M | 12.7M | Added |
| 2 | BRIGHTON JONES LLC | $38.0M | 3.7M | Added |
| 3 | Focus Partners Wealth | $37.2M | 3.5M | Trimmed |
| 4 | First Pacific Financial | $15.6M | 1.5M | Added |
| 5 | FMR LLC | $15.6M | 1.5M | Added |
| 6 | Forum Financial Management, LP | $13.7M | 1.3M | Added |
| 7 | PFG Investments, LLC | $9.5M | 919,239 | Added |
| 8 | NATURAL INVESTMENTS, LLC | $8.4M | 812,243 | Added |
| 9 | MISSION WEALTH MANAGEMENT, LP | $6.5M | 631,905 | Trimmed |
| 10 | Colorado Capital Management, Inc. | $6.1M | 590,875 | Added |
| 11 | WCG Wealth Advisors LLC | $5.6M | 546,100 | Added |
| 12 | SOA Wealth Advisors, LLC. | $5.6M | 540,065 | Added |
| 13 | Savant Capital, LLC | $5.2M | 507,143 | Added |
| 14 | MASECO LLP | $5.2M | 501,057 | Added |
| 15 | North Berkeley Wealth Management, LLC | $5.0M | 480,025 | Added |
| 16 | Sand Hill Global Advisors, LLC | $4.1M | 396,605 | Trimmed |
| 17 | EP Wealth Advisors, LLC | $3.8M | 364,658 | New |
| 18 | Focus Partners Advisor Solutions, LLC | $3.6M | 351,710 | Added |
| 19 | HighTower Advisors, LLC | $3.4M | 333,587 | Trimmed |
| 20 | Envestnet Portfolio Solutions, Inc. | $3.4M | 331,078 | Trimmed |
| 21 | Koss-Olinger Consulting, LLC | $2.7M | 259,627 | Added |
| 22 | Balanced Rock Investment Advisors LLC | $2.6M | 256,090 | Added |
| 23 | Beacon Pointe Advisors, LLC | $2.6M | 248,542 | Added |
| 24 | Allodium Investment Consultants, LLC | $2.5M | 242,850 | Added |
| 25 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $2.4M | 230,087 | Added |