| 1 | Forum Financial Management, LP | $521.5M | 18.0M | Added |
| 2 | Savant Capital, LLC | $444.6M | 15.3M | Added |
| 3 | JMG Financial Group, Ltd. | $194.4M | 6.7M | Added |
| 4 | Focus Partners Wealth | $114.7M | 4.0M | Trimmed |
| 5 | BRIGHTON JONES LLC | $87.8M | 3.0M | Added |
| 6 | TCI Wealth Advisors, Inc. | $81.3M | 2.8M | Added |
| 7 | Wealthspire Advisors, LLC | $80.5M | 2.8M | Added |
| 8 | LifeGuide Financial Advisors, LLC | $75.1M | 2.6M | Added |
| 9 | Focus Partners Advisor Solutions, LLC | $62.8M | 2.2M | Added |
| 10 | DiNuzzo Private Wealth, Inc. | $53.4M | 1.8M | Added |
| 11 | MASECO LLP | $46.6M | 1.6M | Added |
| 12 | LPL Financial LLC | $37.7M | 1.3M | Added |
| 13 | Rather & Kittrell, Inc. | $34.6M | 1.2M | Added |
| 14 | Rockwood Wealth Management, LLC | $33.4M | 1.2M | Added |
| 15 | Summit Financial Strategies, Inc. | $32.4M | 1.1M | Added |
| 16 | Creative Capital Management Investments LLC | $30.3M | 1.0M | Added |
| 17 | Financial Plan, Inc. | $29.1M | 1.0M | Added |
| 18 | Great Waters Wealth Management | $27.6M | 951,736 | Added |
| 19 | WPWealth LLP | $26.9M | 927,899 | Trimmed |
| 20 | Guardian Wealth Management, LLC | $26.4M | 912,517 | Added |
| 21 | Wescott Financial Advisory Group, LLC | $26.0M | 898,892 | Trimmed |
| 22 | Verisail Partners, LLC | $25.2M | 870,403 | Added |
| 23 | OneDigital Investment Advisors LLC | $24.0M | 827,005 | Added |
| 24 | Index Fund Advisors, Inc. | $23.7M | 819,333 | Trimmed |
| 25 | RS CRUM INC. | $19.5M | 674,314 | Added |