| 1 | Oak Root LLC | $182.4M | 2.4M | Trimmed |
| 2 | Hills Bank & Trust Co | $92.2M | 1.2M | Added |
| 3 | Pacific Life Fund Advisors LLC | $62.1M | 800,365 | Trimmed |
| 4 | Beaird Harris Wealth Management, LLC | $57.8M | 744,755 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $48.8M | 629,355 | Added |
| 6 | Cypress Point Wealth Management, LLC | $38.6M | 497,372 | Added |
| 7 | Ridgeline Wealth, LLC | $34.9M | 449,618 | Added |
| 8 | LPL Financial LLC | $34.6M | 446,321 | Added |
| 9 | GRIMES & Co WEALTH MANAGEMENT, LLC | $34.4M | 443,964 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $33.0M | 425,109 | Added |
| 11 | Simplicity Wealth,LLC | $28.8M | 371,421 | Trimmed |
| 12 | JPMORGAN CHASE & CO | $27.3M | 361,785 | Added |
| 13 | Well Done, LLC | $26.3M | 339,426 | Added |
| 14 | Allworth Financial LP | $19.6M | 252,976 | Added |
| 15 | Networth Advisors, LLC | $18.8M | 242,663 | Added |
| 16 | OneDigital Investment Advisors LLC | $17.5M | 226,149 | Added |
| 17 | Global Strategic Investment Solutions, LLC | $17.0M | 218,787 | Trimmed |
| 18 | Buttonwood Financial Group, LLC | $13.7M | 176,093 | Trimmed |
| 19 | AE Wealth Management LLC | $11.7M | 150,599 | Added |
| 20 | Prosperity Planning, Inc. | $11.1M | 143,690 | Added |
| 21 | Strategic Blueprint, LLC | $11.0M | 142,300 | Added |
| 22 | ARCADIA INVESTMENT ADVISORS LLC | $11.0M | 142,261 | Added |
| 23 | Cresset Asset Management, LLC | $10.9M | 140,443 | Added |
| 24 | HighTower Advisors, LLC | $10.5M | 135,243 | Added |
| 25 | Western Reserve Capital Management, LLC | $10.2M | 131,178 | Trimmed |