| 1 | ATWOOD & PALMER INC | $39.3M | 508,168 | Added |
| 2 | Allegiance Financial Group Advisory Services LLC | $25.4M | 328,121 | Added |
| 3 | B&D White Capital Company, LLC | $23.7M | 305,866 | Trimmed |
| 4 | Linscomb Wealth, Inc. | $23.0M | 297,218 | Added |
| 5 | FAS Wealth Partners, Inc. | $18.6M | 240,133 | Trimmed |
| 6 | Foundry Financial Group, Inc. | $17.2M | 222,193 | Added |
| 7 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $16.4M | 211,302 | Added |
| 8 | Clear Creek Financial Management, LLC | $15.2M | 196,767 | New |
| 9 | Austin Wealth Management, LLC | $13.0M | 165,301 | Added |
| 10 | Symmetry Partners, LLC | $12.2M | 156,991 | Added |
| 11 | Northland Capital Management LLC | $9.8M | 125,979 | Added |
| 12 | NWAM LLC | $9.7M | 125,722 | Added |
| 13 | Wright Wealth LLC | $9.7M | 124,968 | Added |
| 14 | Golden Bell Financial Planning LLC | $9.3M | 120,237 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 113,295 | Added |
| 16 | Beaird Harris Wealth Management, LLC | $8.9M | 114,886 | Trimmed |
| 17 | Fonville Wealth Management LLC | $8.5M | 109,222 | Added |
| 18 | BAYSHORE ASSET MANAGEMENT, LLC | $8.2M | 105,709 | Trimmed |
| 19 | Paladin Advisory Group, LLC | $7.8M | 101,141 | Added |
| 20 | KILNER CAPITAL ADVISORS, LLC | $7.8M | 98,223 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 100,410 | Added |
| 22 | ATLas Financial Planning LLC | $7.2M | 92,983 | Added |
| 23 | Brickley Wealth Management | $6.9M | 89,607 | New |
| 24 | Cornerstone Wealth Partners, LLC | $6.8M | 87,479 | Added |
| 25 | Harbor Group, Inc. | $6.6M | 84,947 | Added |