| 1 | AMERICAN CENTURY COMPANIES INC | $239.4M | 3.2M | Added |
| 2 | Savant Capital, LLC | $47.8M | 639,155 | Trimmed |
| 3 | IAG Wealth Partners, LLC | $43.4M | 580,522 | Added |
| 4 | ATWOOD & PALMER INC | $37.3M | 499,116 | Added |
| 5 | B&D White Capital Company, LLC | $26.9M | 359,416 | Trimmed |
| 6 | JONES FINANCIAL COMPANIES LLLP | $25.4M | 350,105 | Added |
| 7 | Allegiance Financial Group Advisory Services LLC | $22.7M | 303,419 | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.5M | 274,615 | Added |
| 9 | LPL Financial LLC | $20.2M | 269,407 | Added |
| 10 | Linscomb Wealth, Inc. | $19.3M | 257,812 | Trimmed |
| 11 | Global Strategic Investment Solutions, LLC | $17.3M | 231,424 | Trimmed |
| 12 | Foundry Financial Group, Inc. | $16.3M | 218,438 | Trimmed |
| 13 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $15.5M | 207,002 | Added |
| 14 | Austin Wealth Management, LLC | $12.2M | 160,665 | Trimmed |
| 15 | FINANCIAL MANAGEMENT NETWORK INC | $11.2M | 142,719 | Added |
| 16 | Symmetry Partners, LLC | $10.6M | 142,297 | Added |
| 17 | CWM, LLC | $10.6M | 141,018 | Added |
| 18 | Focus Partners Advisor Solutions, LLC | $9.5M | 127,314 | Trimmed |
| 19 | NWAM LLC | $9.3M | 123,633 | Added |
| 20 | Wright Wealth LLC | $9.0M | 120,142 | Added |
| 21 | Northland Capital Management LLC | $8.9M | 119,374 | Added |
| 22 | Golden Bell Financial Planning LLC | $8.9M | 118,775 | Added |
| 23 | Beaird Harris Wealth Management, LLC | $8.6M | 115,354 | Trimmed |
| 24 | BAYSHORE ASSET MANAGEMENT, LLC | $8.3M | 111,542 | Trimmed |
| 25 | Summit Portfolio Management, LTD. | $8.3M | 111,290 | New |