| 1 | Planning Center, Inc. | $186.8M | 3.7M | Added |
| 2 | Root Financial Partners, LLC | $94.8M | 1.9M | Added |
| 3 | Vise Technologies, Inc. | $90.7M | 1.8M | Added |
| 4 | Prudent Man Investment Management, Inc. | $79.6M | 1.6M | Trimmed |
| 5 | Savant Capital, LLC | $51.8M | 1.0M | Added |
| 6 | Financial Harvest, LLC | $42.2M | 831,400 | Added |
| 7 | SJS Investment Consulting Inc. | $37.5M | 737,985 | Added |
| 8 | SC&H Financial Advisors, Inc. | $32.8M | 645,927 | Added |
| 9 | DiNuzzo Private Wealth, Inc. | $31.7M | 623,822 | Added |
| 10 | Financial Plan, Inc. | $29.8M | 587,139 | Trimmed |
| 11 | American Capital Advisory, LLC | $26.0M | 511,900 | Added |
| 12 | Sterling Wealth Management, Inc. | $25.3M | 499,163 | Added |
| 13 | Three Arch Wealth Management LLC | $21.6M | 424,532 | Added |
| 14 | Rachor Investment Advisory Services, LLC | $19.9M | 392,443 | Added |
| 15 | Pillar Financial Advisors, LLC | $19.6M | 386,385 | Added |
| 16 | Chicago Partners Investment Group LLC | $19.4M | 383,636 | Trimmed |
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $18.4M | 361,664 | Trimmed |
| 18 | Aspen Capital Management, LLC | $17.8M | 351,153 | Added |
| 19 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $17.8M | 350,343 | Added |
| 20 | Avestar Capital, LLC | $15.1M | 296,914 | Added |
| 21 | Foundry Financial LLC | $13.5M | 265,312 | Added |
| 22 | Johnson Wealth Management, LLC | $13.1M | 258,411 | Added |
| 23 | Mariner, LLC | $13.0M | 255,920 | Added |
| 24 | Onyx Financial Advisors, LLC | $12.9M | 253,807 | Added |
| 25 | Hiley Hunt Wealth Management | $12.7M | 250,727 | Added |