| 1 | Root Financial Partners, LLC | $60.8M | 2.3M | Added |
| 2 | RAM Investment Partners, LLC | $38.1M | 1.5M | Added |
| 3 | Moisand Fitzgerald Tamayo, LLC | $38.1M | 1.5M | Added |
| 4 | GREAT OAK CAPITAL PARTNERS, LLC | $28.7M | 1.1M | Added |
| 5 | Sequoia Financial Advisors, LLC | $19.8M | 757,577 | Added |
| 6 | Burton Enright Welch | $19.6M | 750,411 | Added |
| 7 | Wealth Dimensions Group, Ltd. | $18.8M | 717,843 | Added |
| 8 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $17.2M | 657,049 | Trimmed |
| 9 | United Wealth Management, LLC | $15.7M | 600,451 | Added |
| 10 | North Berkeley Wealth Management, LLC | $15.5M | 592,931 | Added |
| 11 | Fidato Wealth LLC | $14.2M | 543,699 | Added |
| 12 | LRI Investments, LLC | $13.6M | 518,972 | Added |
| 13 | Core Wealth Management, Inc. | $13.2M | 504,582 | Added |
| 14 | Concurrent Investment Advisors, LLC | $12.3M | 469,889 | Added |
| 15 | Onyx Financial Advisors, LLC | $11.6M | 441,767 | Added |
| 16 | Helen Stephens Group, LLC | $11.5M | 438,451 | Added |
| 17 | Timonier Family Office, LTD. | $10.8M | 414,263 | Added |
| 18 | Forum Financial Management, LP | $10.4M | 395,886 | Trimmed |
| 19 | Apella Capital, LLC | $10.3M | 386,053 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $9.6M | 366,896 | Added |
| 21 | Pillar Financial Advisors, LLC | $9.5M | 362,169 | Added |
| 22 | Straight Path Wealth Management | $8.6M | 329,831 | Added |
| 23 | Atria Investments, Inc | $8.3M | 318,109 | New |
| 24 | Dynamic Advisor Solutions LLC | $8.1M | 308,340 | Trimmed |
| 25 | AWM CAPITAL, LLC | $7.6M | 291,455 | Added |