| 1 | Evensky & Katz LLC | $54.7M | 736,997 | Added |
| 2 | ENZI WEALTH | $50.2M | 677,009 | Added |
| 3 | Moisand Fitzgerald Tamayo, LLC | $33.0M | 444,730 | Added |
| 4 | AMERICAN CENTURY COMPANIES INC | $32.6M | 439,758 | Added |
| 5 | ECLECTIC ASSOCIATES INC /ADV | $30.2M | 407,811 | Added |
| 6 | Three Arch Wealth Management LLC | $28.4M | 383,511 | Added |
| 7 | Falcon Wealth Planning | $23.6M | 318,355 | New |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.1M | 230,773 | Added |
| 9 | Family Investment Center, Inc. | $11.9M | 160,917 | New |
| 10 | FINANCIAL MANAGEMENT NETWORK INC | $11.2M | 147,447 | Added |
| 11 | Prosperity Planning, Inc. | $10.8M | 145,718 | Added |
| 12 | WMG Financial Advisors, LLC | $10.3M | 138,490 | Added |
| 13 | COMMERCE BANK | $9.2M | 123,615 | New |
| 14 | IHT Wealth Management, LLC | $8.8M | 119,197 | New |
| 15 | LPL Financial LLC | $8.8M | 118,918 | Added |
| 16 | B&D White Capital Company, LLC | $8.2M | 110,488 | Added |
| 17 | Rialto Wealth Management, LLC | $7.3M | 98,654 | Added |
| 18 | Quadcap Wealth Management, LLC | $7.3M | 98,653 | Added |
| 19 | Team Financial Group, LLC | $6.8M | 91,574 | Added |
| 20 | Henderson Brothers Financial Partners, LLC | $6.6M | 89,407 | New |
| 21 | Maridea Wealth Management LLC | $6.0M | 81,119 | Added |
| 22 | PNC Financial Services Group, Inc. | $5.3M | 71,660 | Added |
| 23 | Corient Private Wealth LLC | $4.6M | 61,412 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $4.1M | 55,073 | Added |
| 25 | Triangle Securities Wealth Management | $3.5M | 47,262 | Added |