| 1 | Abacus Wealth Partners, LLC | $126.0M | 11.1M | Trimmed |
| 2 | BRIGHTON JONES LLC | $44.0M | 3.9M | Added |
| 3 | Focus Partners Wealth | $37.7M | 3.3M | Trimmed |
| 4 | FMR LLC | $22.8M | 2.0M | Added |
| 5 | First Pacific Financial | $17.3M | 1.5M | Added |
| 6 | Wealthspire Advisors, LLC | $17.3M | 1.5M | New |
| 7 | Forum Financial Management, LP | $15.4M | 1.4M | Added |
| 8 | Savant Capital, LLC | $12.3M | 1.1M | Added |
| 9 | PFG Investments, LLC | $10.3M | 902,746 | Trimmed |
| 10 | NATURAL INVESTMENTS, LLC | $10.0M | 880,979 | Added |
| 11 | SOA Wealth Advisors, LLC. | $7.1M | 625,963 | Added |
| 12 | WCG Wealth Advisors LLC | $7.1M | 624,753 | Added |
| 13 | Colorado Capital Management, Inc. | $6.8M | 601,126 | Added |
| 14 | MASECO LLP | $6.0M | 527,020 | Added |
| 15 | MISSION WEALTH MANAGEMENT, LP | $5.7M | 496,294 | Trimmed |
| 16 | North Berkeley Wealth Management, LLC | $5.2M | 456,331 | Trimmed |
| 17 | Sand Hill Global Advisors, LLC | $4.6M | 404,502 | Added |
| 18 | EP Wealth Advisors, LLC | $4.2M | 368,065 | Added |
| 19 | Envestnet Portfolio Solutions, Inc. | $3.8M | 333,764 | Added |
| 20 | HighTower Advisors, LLC | $3.7M | 322,160 | Trimmed |
| 21 | Focus Partners Advisor Solutions, LLC | $3.6M | 317,422 | Trimmed |
| 22 | Meritas Wealth Management, LLC | $3.0M | 260,974 | Added |
| 23 | Balanced Rock Investment Advisors LLC | $2.9M | 258,929 | Added |
| 24 | Allodium Investment Consultants, LLC | $2.9M | 257,545 | Added |
| 25 | Beacon Pointe Advisors, LLC | $2.8M | 249,156 | Added |