| 1 | Truepoint, Inc. | $568.9M | 13.5M | Added |
| 2 | PRUDENTIAL FINANCIAL INC | $543.5M | 12.9M | Added |
| 3 | FACTORY MUTUAL INSURANCE CO | $426.1M | 10.1M | Added |
| 4 | Petersen Hastings Wealth Advisors Inc. | $207.6M | 4.9M | Added |
| 5 | Apella Capital, LLC | $196.1M | 4.7M | Added |
| 6 | True Link Financial Advisors, LLC | $187.2M | 4.4M | Added |
| 7 | Elser Financial Planning, Inc | $186.5M | 4.4M | Added |
| 8 | Acropolis Investment Management, LLC | $171.6M | 4.1M | Added |
| 9 | Beacon Pointe Advisors, LLC | $164.5M | 3.9M | Added |
| 10 | Great Waters Wealth Management | $161.8M | 3.8M | Added |
| 11 | Root Financial Partners, LLC | $161.8M | 3.8M | Added |
| 12 | Vise Technologies, Inc. | $155.3M | 3.7M | Added |
| 13 | OneDigital Investment Advisors LLC | $146.7M | 3.5M | Added |
| 14 | F/m Investments LLC | $144.1M | 3.4M | Added |
| 15 | Savant Capital, LLC | $143.5M | 3.4M | Trimmed |
| 16 | Beaird Harris Wealth Management, LLC | $139.1M | 3.3M | Added |
| 17 | DiNuzzo Private Wealth, Inc. | $116.4M | 2.8M | Added |
| 18 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $109.7M | 2.6M | Added |
| 19 | Allworth Financial LP | $108.7M | 2.6M | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $89.8M | 2.1M | Added |
| 21 | Stratos Investment Management, LLC | $87.4M | 2.1M | Added |
| 22 | WPWealth LLP | $86.9M | 2.1M | Added |
| 23 | Core Wealth Management, Inc. | $79.5M | 1.9M | Added |
| 24 | HighTower Advisors, LLC | $75.4M | 1.8M | Added |
| 25 | Rather & Kittrell, Inc. | $72.6M | 1.7M | Added |