| 1 | First Pacific Financial | $77.4M | 934,501 | Added |
| 2 | Wealth Management Nebraska | $70.6M | 853,135 | Added |
| 3 | Arlington Financial Advisors, LLC | $54.5M | 658,572 | Added |
| 4 | Farther Finance Advisors, LLC | $30.3M | 366,544 | Added |
| 5 | Sivia Capital Partners, LLC | $28.3M | 341,600 | Added |
| 6 | Strategic Investment Solutions, Inc. /IL | $21.0M | 253,320 | Trimmed |
| 7 | DiNuzzo Private Wealth, Inc. | $20.0M | 241,364 | Added |
| 8 | Plancorp, LLC | $17.7M | 214,260 | Added |
| 9 | Abacus Planning Group, Inc. | $17.6M | 212,101 | Added |
| 10 | Bryant Woods Investment Advisors, LLC | $14.5M | 175,702 | Added |
| 11 | Apella Capital, LLC | $13.2M | 159,183 | Added |
| 12 | Keyes, Stange & Wooten Wealth Management, LLC | $13.1M | 157,672 | Trimmed |
| 13 | Physician Wealth Advisors, Inc. | $10.9M | 131,656 | Trimmed |
| 14 | Royal Harbor Partners, LLC | $10.2M | 123,069 | Trimmed |
| 15 | BIP Wealth, LLC | $9.7M | 116,965 | Added |
| 16 | DEMMING FINANCIAL SERVICES CORP /ADV | $8.4M | 101,768 | Added |
| 17 | Evanson Financial, LLC | $8.4M | 101,769 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 78,153 | Added |
| 19 | TCI Wealth Advisors, Inc. | $6.4M | 77,330 | Trimmed |
| 20 | Foster Group, Inc. | $6.0M | 73,001 | Added |
| 21 | BUILDER INVESTMENT GROUP INC /ADV | $5.5M | 66,816 | Trimmed |
| 22 | Sprinkle Financial Consultants LLC | $4.4M | 53,732 | Added |
| 23 | Berger Financial Group, Inc | $4.3M | 52,274 | Added |
| 24 | SC&H Financial Advisors, Inc. | $4.2M | 51,130 | Added |
| 25 | MATHER GROUP, LLC. | $3.8M | 45,667 | Added |