| 1 | Independence Asset Advisors, LLC | $98.2M | 1.9M | Added |
| 2 | LPL Financial LLC | $94.4M | 1.8M | Trimmed |
| 3 | Capital Investment Advisors, LLC | $87.7M | 1.7M | Added |
| 4 | TRUE Private Wealth Advisors | $22.9M | 433,794 | Added |
| 5 | Orion Porfolio Solutions, LLC | $22.6M | 428,469 | Trimmed |
| 6 | SAX WEALTH ADVISORS, LLC | $19.0M | 360,072 | Trimmed |
| 7 | Deseret Mutual Benefit Administrators | $17.8M | 336,862 | Added |
| 8 | Gradient Investments LLC | $14.1M | 268,297 | Added |
| 9 | Destiny Wealth Partners, LLC | $14.0M | 264,711 | New |
| 10 | Darwin Wealth Management, LLC | $13.7M | 259,309 | Added |
| 11 | MONETA GROUP INVESTMENT ADVISORS LLC | $13.3M | 251,767 | Added |
| 12 | JONES FINANCIAL COMPANIES LLLP | $13.2M | 250,900 | Added |
| 13 | Employees' Retirement Fund of the City of Fort Worth | $11.9M | 226,600 | Hold |
| 14 | Beaumont Financial Advisors, LLC | $11.8M | 223,533 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $11.6M | 220,161 | Added |
| 16 | WealthPlan Investment Management, LLC | $10.6M | 200,819 | Trimmed |
| 17 | Geneos Wealth Management Inc. | $10.3M | 195,715 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $9.8M | 185,867 | Trimmed |
| 19 | Curi Capital, LLC | $9.2M | 174,294 | Added |
| 20 | Integras Partners LLC | $8.9M | 168,209 | Added |
| 21 | Maridea Wealth Management LLC | $8.6M | 162,257 | Added |
| 22 | WealthPLAN Partners, LLC | $8.5M | 161,642 | Added |
| 23 | MORGAN STANLEY | $8.5M | 161,111 | Added |
| 24 | Alpha Zero LLC | $8.3M | 158,268 | New |
| 25 | OneAscent Financial Services LLC | $8.0M | 151,597 | Added |