| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $170.9M | 2.6M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $147.7M | 2.3M | Added |
| 3 | Symmetry Partners, LLC | $26.1M | 397,745 | Added |
| 4 | Armbruster Capital Management, Inc. | $23.2M | 353,764 | Added |
| 5 | Meredith Wealth Planning | $19.0M | 289,074 | Added |
| 6 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $14.5M | 221,780 | Added |
| 7 | Allegiance Financial Group Advisory Services LLC | $13.9M | 211,649 | Added |
| 8 | BSW Wealth Partners | $12.2M | 186,691 | Trimmed |
| 9 | B&D White Capital Company, LLC | $11.7M | 178,419 | Trimmed |
| 10 | ANDERSON HOAGLAND & CO | $10.4M | 157,946 | Trimmed |
| 11 | Austin Wealth Management, LLC | $10.1M | 160,147 | Added |
| 12 | Apeiron RIA LLC | $9.8M | 148,713 | Added |
| 13 | Cornerstone Wealth Partners, LLC | $8.8M | 133,744 | Added |
| 14 | Cascade Financial Partners, LLC | $8.7M | 132,338 | Added |
| 15 | Golden Bell Financial Planning LLC | $8.3M | 126,665 | Trimmed |
| 16 | Diversified Portfolios, Inc. | $7.7M | 117,421 | New |
| 17 | Farther Finance Advisors, LLC | $7.5M | 114,171 | Added |
| 18 | ATLas Financial Planning LLC | $6.8M | 103,464 | Added |
| 19 | Oceanside Advisors LLC | $6.3M | 96,076 | Added |
| 20 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $6.3M | 95,365 | Added |
| 21 | PARK AVENUE SECURITIES LLC | $6.1M | 92,431 | Added |
| 22 | BAYSHORE ASSET MANAGEMENT, LLC | $5.7M | 87,332 | Added |
| 23 | MB Generational Wealth, LLC | $4.7M | 71,940 | Added |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | $4.0M | 61,495 | New |
| 25 | Northland Capital Management LLC | $3.9M | 59,145 | Trimmed |