| 1 | Empowered Funds, LLC | $54.5M | 1.2M | New |
| 2 | Sequoia Financial Advisors, LLC | $43.5M | 987,667 | Added |
| 3 | Financial Plan, Inc. | $31.4M | 712,325 | Added |
| 4 | AMERICAN CENTURY COMPANIES INC | $26.8M | 608,098 | Added |
| 5 | NICOLET BANKSHARES INC | $26.4M | 597,583 | Added |
| 6 | Quantum Financial Advisors, LLC | $18.7M | 424,242 | Added |
| 7 | Hill Investment Group Partners, LLC | $17.1M | 389,403 | Trimmed |
| 8 | ShankerValleau Wealth Advisors, Inc. | $16.4M | 373,644 | Trimmed |
| 9 | BetterWealth, LLC | $14.9M | 339,282 | Added |
| 10 | Allegiance Financial Group Advisory Services LLC | $14.9M | 337,833 | Added |
| 11 | Capstone Financial Advisors, Inc. | $13.9M | 316,505 | Trimmed |
| 12 | Prairiewood Capital, LLC | $13.6M | 308,563 | Added |
| 13 | LPL Financial LLC | $13.3M | 301,299 | Added |
| 14 | Physician Wealth Solutions Inc. | $12.7M | 289,024 | Trimmed |
| 15 | LexAurum Advisors, LLC | $12.6M | 286,640 | Added |
| 16 | Focus Partners Wealth | $12.3M | 279,527 | Trimmed |
| 17 | Seaside Wealth Management, Inc. | $12.0M | 273,411 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $11.0M | 249,016 | Added |
| 19 | Three Arch Wealth Management LLC | $10.7M | 243,572 | Added |
| 20 | Leading Edge Financial Planning LLC | $9.9M | 225,870 | Added |
| 21 | Equita Financial Network, Inc. | $9.1M | 207,355 | Trimmed |
| 22 | WorthPointe, LLC | $8.6M | 195,180 | Trimmed |
| 23 | QUARRY HILL ADVISORS, LLC | $7.6M | 159,262 | Added |
| 24 | Level Financial Advisors | $7.6M | 173,245 | Added |
| 25 | Corient Private Wealth LLC | $7.5M | 170,480 | Trimmed |