| 1 | Focus Partners Wealth | $945.2M | 37.3M | Added |
| 2 | Focus Partners Advisor Solutions, LLC | $510.7M | 20.1M | Added |
| 3 | Peirce Capital Management, LLC | $46.1M | 1.8M | Trimmed |
| 4 | Squire Investment Management Company, LLC | $43.3M | 1.7M | Added |
| 5 | KEB ASSET MANAGEMENT, LLC | $41.0M | 1.6M | Trimmed |
| 6 | Kaufman Rossin Wealth, LLC | $32.4M | 1.3M | Added |
| 7 | CLARIS ADVISORS, LLC / MO / | $31.0M | 1.2M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $29.2M | 1.2M | Trimmed |
| 9 | AQR CAPITAL MANAGEMENT LLC | $20.3M | 799,815 | Added |
| 10 | Brady Martz Wealth Solutions, LLC | $19.8M | 779,088 | Added |
| 11 | Friday Financial | $19.6M | 770,945 | Added |
| 12 | Capstone Wealth Management, LLC | $18.2M | 718,412 | Added |
| 13 | EverSource Wealth Advisors, LLC | $16.4M | 647,398 | Added |
| 14 | Forum Financial Management, LP | $16.4M | 645,859 | Trimmed |
| 15 | Gibson Capital, LLC | $15.8M | 622,367 | Added |
| 16 | HBE Wealth Management, LLC | $15.7M | 618,827 | Added |
| 17 | Vistica Wealth Advisors, LLC | $14.6M | 577,227 | Trimmed |
| 18 | HMV Wealth Advisors, LLC | $13.6M | 536,902 | Trimmed |
| 19 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $13.3M | 522,314 | Trimmed |
| 20 | DOPKINS WEALTH MANAGEMENT, LLC | $10.1M | 397,894 | Added |
| 21 | JDH Wealth Management, LLC | $9.5M | 375,275 | Trimmed |
| 22 | Lauterbach Financial Advisors, LLC | $8.5M | 334,410 | Trimmed |
| 23 | DELAP WEALTH ADVISORY, LLC | $6.8M | 268,258 | Added |
| 24 | COGENT STRATEGIC WEALTH LLC | $6.6M | 260,550 | Trimmed |
| 25 | Allworth Financial LP | $6.4M | 252,621 | Trimmed |