| 1 | Ballentine Partners, LLC | $70.9M | 1.6M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $37.7M | 839,993 | Trimmed |
| 3 | ASSETMARK, INC | $35.6M | 794,529 | Added |
| 4 | M&T Bank Corp | $24.9M | 556,084 | Added |
| 5 | MOLLER WEALTH PARTNERS | $22.9M | 511,167 | Added |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $22.4M | 500,022 | Added |
| 7 | CHILTON CAPITAL MANAGEMENT LLC | $20.2M | 449,635 | Added |
| 8 | Cypress Point Wealth Management, LLC | $9.7M | 216,172 | Added |
| 9 | Rockwood Wealth Management, LLC | $9.7M | 216,035 | Trimmed |
| 10 | JMG Financial Group, Ltd. | $9.5M | 211,317 | Added |
| 11 | COUNTRY TRUST BANK | $7.3M | 163,467 | Added |
| 12 | Marathon Strategic Advisors, LLC | $6.1M | 135,847 | Added |
| 13 | Asset Management One Co., Ltd. | $6.0M | 134,610 | Added |
| 14 | Avior Wealth Management, LLC | $5.8M | 128,421 | Added |
| 15 | Warren Street Wealth Advisors, LLC | $5.4M | 120,572 | Added |
| 16 | Traveka Wealth, LLC | $5.4M | 119,962 | Added |
| 17 | Marotta Asset Management | $5.3M | 117,463 | Added |
| 18 | Amicus Financial Advisors, LLC | $4.9M | 108,849 | Trimmed |
| 19 | CLUNE & ASSOCIATES, LTD. | $4.9M | 108,197 | Added |
| 20 | Upper Left Wealth Management, LLC | $4.6M | 103,135 | Added |
| 21 | ARVEST INVESTMENTS, INC. | $4.5M | 100,765 | Trimmed |
| 22 | VISTA CAPITAL PARTNERS, INC. | $4.3M | 95,755 | Added |
| 23 | Gradient Capital Advisors, LLC | $3.9M | 86,245 | Added |
| 24 | LPWM LLC | $3.7M | 83,058 | Added |
| 25 | BluePrint Investing LLC | $3.7M | 82,939 | Trimmed |