| 1 | JONES FINANCIAL COMPANIES LLLP | $3.45B | 33.3M | Added |
| 2 | Creative Planning | $2.63B | 25.5M | Added |
| 3 | Savant Capital, LLC | $1.20B | 11.7M | Added |
| 4 | Focus Partners Wealth | $496.0M | 4.8M | Added |
| 5 | Focus Partners Advisor Solutions, LLC | $483.5M | 4.7M | Added |
| 6 | Accredited Investors Inc. | $276.7M | 2.7M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $271.7M | 2.6M | Added |
| 8 | Modera Wealth Management, LLC | $243.4M | 2.4M | Added |
| 9 | Mason Investment Advisory Services, Inc. | $242.3M | 2.4M | Trimmed |
| 10 | Haverford Trust Co | $175.7M | 1.7M | Added |
| 11 | LPL Financial LLC | $173.7M | 1.7M | Added |
| 12 | Pure Financial Advisors, LLC | $169.7M | 1.6M | Trimmed |
| 13 | Cerity Partners LLC | $168.2M | 1.6M | Added |
| 14 | AMERICAN CENTURY COMPANIES INC | $137.0M | 1.3M | Added |
| 15 | Corient Private Wealth LLC | $113.1M | 1.1M | Trimmed |
| 16 | MORGAN STANLEY | $106.8M | 1.0M | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $104.8M | 1.0M | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $104.7M | 1.0M | Added |
| 19 | BANK OF MONTREAL /CAN/ | $103.4M | 1.0M | Added |
| 20 | Unison Advisors LLC | $85.7M | 831,796 | Added |
| 21 | TCI Wealth Advisors, Inc. | $77.3M | 749,670 | Added |
| 22 | Frontier Asset Management, LLC | $68.6M | 665,648 | Added |
| 23 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $68.4M | 663,940 | Added |
| 24 | Sequoia Financial Advisors, LLC | $64.2M | 622,801 | Trimmed |
| 25 | Wealth Management Nebraska | $59.2M | 574,120 | Added |