| 1 | Savant Capital, LLC | $976.1M | 25.0M | Added |
| 2 | MATHER GROUP, LLC. | $257.3M | 6.6M | Added |
| 3 | JMG Financial Group, Ltd. | $244.8M | 6.3M | Added |
| 4 | Focus Partners Wealth | $182.4M | 4.7M | Added |
| 5 | Cetera Investment Advisers | $182.3M | 4.7M | Added |
| 6 | Cerity Partners LLC | $173.4M | 4.5M | Added |
| 7 | RITHOLTZ WEALTH MANAGEMENT | $157.8M | 4.1M | Added |
| 8 | Corient Private Wealth LLC | $125.8M | 3.2M | Trimmed |
| 9 | Modera Wealth Management, LLC | $114.4M | 2.9M | Added |
| 10 | Index Fund Advisors, Inc. | $110.3M | 2.8M | Added |
| 11 | Pathstone Holdings, LLC | $103.5M | 2.7M | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $92.3M | 2.4M | Added |
| 13 | LPL Financial LLC | $91.6M | 2.4M | Added |
| 14 | Focus Partners Advisor Solutions, LLC | $86.3M | 2.2M | Added |
| 15 | Creative Planning | $84.9M | 2.2M | Trimmed |
| 16 | Arista Wealth Management, LLC | $83.5M | 2.2M | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $76.4M | 2.0M | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $66.1M | 1.7M | Added |
| 19 | Vestmark Advisory Solutions, Inc. | $57.6M | 1.5M | Trimmed |
| 20 | EP Wealth Advisors, LLC | $51.7M | 1.3M | Trimmed |
| 21 | DiNuzzo Private Wealth, Inc. | $50.5M | 1.3M | Trimmed |
| 22 | Truepoint, Inc. | $46.3M | 1.2M | Trimmed |
| 23 | Evanson Financial, LLC | $45.0M | 1.2M | New |
| 24 | COLDSTREAM CAPITAL MANAGEMENT INC | $44.9M | 1.1M | Trimmed |
| 25 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $40.0M | 1.0M | Added |