| 1 | Squire Investment Management Company, LLC | $50.1M | 1.7M | Added |
| 2 | KEB ASSET MANAGEMENT, LLC | $46.8M | 1.6M | Trimmed |
| 3 | Kaufman Rossin Wealth, LLC | $40.5M | 1.4M | Added |
| 4 | CLARIS ADVISORS, LLC / MO / | $35.4M | 1.2M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $33.6M | 1.1M | Trimmed |
| 6 | Peirce Capital Management, LLC | $28.4M | 972,972 | Trimmed |
| 7 | Friday Financial | $23.3M | 810,376 | Added |
| 8 | Brady Martz Wealth Solutions, LLC | $22.8M | 780,094 | Added |
| 9 | Capstone Wealth Management, LLC | $20.8M | 711,693 | Trimmed |
| 10 | EverSource Wealth Advisors, LLC | $19.7M | 674,171 | Added |
| 11 | HMV Wealth Advisors, LLC | $18.9M | 646,657 | Added |
| 12 | Forum Financial Management, LP | $18.5M | 634,359 | Trimmed |
| 13 | HBE Wealth Management, LLC | $18.1M | 620,965 | Added |
| 14 | Vistica Wealth Advisors, LLC | $17.6M | 603,279 | Added |
| 15 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $15.0M | 512,763 | Trimmed |
| 16 | DOPKINS WEALTH MANAGEMENT, LLC | $11.6M | 397,068 | Trimmed |
| 17 | JDH Wealth Management, LLC | $10.2M | 350,048 | Trimmed |
| 18 | Lauterbach Financial Advisors, LLC | $9.6M | 328,483 | Trimmed |
| 19 | DELAP WEALTH ADVISORY, LLC | $8.0M | 273,176 | Added |
| 20 | Evanson Financial, LLC | $7.4M | 254,549 | New |
| 21 | POINCIANA ADVISORS GROUP, LLC | $7.2M | 218,043 | Trimmed |
| 22 | NORTHWEST WEALTH MANAGEMENT, LLC | $6.4M | 218,894 | Trimmed |
| 23 | Prism Planning Partners LLC | $5.9M | 203,141 | Added |
| 24 | CogentBlue Wealth Advisors, LLC | $5.7M | 195,926 | Added |
| 25 | Farther Finance Advisors, LLC | $5.3M | 181,735 | Trimmed |