| 1 | Evensky & Katz LLC | $60.7M | 753,800 | Added |
| 2 | ENZI WEALTH | $57.7M | 715,903 | Added |
| 3 | ECLECTIC ASSOCIATES INC /ADV | $39.2M | 486,208 | Added |
| 4 | Moisand Fitzgerald Tamayo, LLC | $36.5M | 453,485 | Added |
| 5 | Falcon Wealth Planning | $26.3M | 326,922 | Added |
| 6 | Family Investment Center, Inc. | $13.9M | 172,975 | Added |
| 7 | Prosperity Planning, Inc. | $12.7M | 157,113 | Added |
| 8 | WMG Financial Advisors, LLC | $11.0M | 136,540 | Trimmed |
| 9 | Quadcap Wealth Management, LLC | $8.1M | 100,661 | Added |
| 10 | B&D White Capital Company, LLC | $7.8M | 96,924 | Trimmed |
| 11 | Team Financial Group, LLC | $7.8M | 96,363 | Added |
| 12 | Allegheny Financial Group | $6.5M | 80,919 | Added |
| 13 | Farther Finance Advisors, LLC | $5.1M | 63,245 | Added |
| 14 | Triangle Securities Wealth Management | $4.9M | 60,283 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 41,151 | Added |
| 16 | Premier Path Wealth Partners, LLC | $3.0M | 37,033 | Added |
| 17 | FIRST NATIONAL BANK SIOUX FALLS | $2.8M | 36,723 | Hold |
| 18 | Chicago Partners Investment Group LLC | $2.4M | 30,248 | Added |
| 19 | Haven Private, LLC | $2.1M | 26,120 | Added |
| 20 | WORLD EQUITY GROUP, INC. | $1.4M | 17,278 | New |
| 21 | Atria Investments, Inc | $1.4M | 17,288 | New |
| 22 | Herold Advisors, Inc. | $1.4M | 17,046 | Added |
| 23 | Nvest Wealth Strategies, Inc. | $1.2M | 15,178 | Added |
| 24 | Networth Advisors, LLC | $1.1M | 14,105 | New |
| 25 | Kestra Advisory Services, LLC | $1.0M | 12,896 | Added |