| 1 | Oak Root LLC | $180.7M | 2.0M | Trimmed |
| 2 | Beaird Harris Wealth Management, LLC | $75.7M | 841,598 | Added |
| 3 | Pacific Life Fund Advisors LLC | $66.5M | 739,705 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $63.6M | 706,672 | Added |
| 5 | GRIMES & Co WEALTH MANAGEMENT, LLC | $44.4M | 493,444 | Added |
| 6 | Cypress Point Wealth Management, LLC | $43.4M | 482,866 | Trimmed |
| 7 | PARK AVENUE SECURITIES LLC | $43.2M | 480,400 | Added |
| 8 | Ridgeline Wealth, LLC | $40.5M | 450,687 | Added |
| 9 | Well Done, LLC | $32.7M | 363,663 | Added |
| 10 | Networth Advisors, LLC | $23.3M | 259,352 | Added |
| 11 | FAS Wealth Partners, Inc. | $20.6M | 228,649 | Added |
| 12 | AE Wealth Management LLC | $16.2M | 180,245 | Added |
| 13 | Buttonwood Financial Group, LLC | $15.3M | 169,783 | Trimmed |
| 14 | Prosperity Planning, Inc. | $13.6M | 151,352 | Added |
| 15 | ARCADIA INVESTMENT ADVISORS LLC | $13.1M | 145,554 | Added |
| 16 | Strategic Blueprint, LLC | $13.1M | 145,387 | Added |
| 17 | Western Reserve Capital Management, LLC | $11.9M | 132,044 | Added |
| 18 | B&D White Capital Company, LLC | $11.4M | 126,616 | New |
| 19 | Dogwood Wealth Management LLC | $9.8M | 109,391 | Trimmed |
| 20 | Mendota Financial Group, LLC | $9.8M | 108,849 | Added |
| 21 | Herold Advisors, Inc. | $9.8M | 108,644 | Added |
| 22 | Waterfront Wealth Inc. | $9.4M | 104,343 | Added |
| 23 | Haven Private, LLC | $9.3M | 102,825 | Added |
| 24 | CoreCap Advisors, LLC | $8.5M | 94,083 | Added |
| 25 | Canvas Wealth Advisors, LLC | $8.3M | 91,889 | Added |