| 1 | First Pacific Financial | $63.8M | 865,248 | Added |
| 2 | Wealth Management Nebraska | $59.3M | 804,355 | Added |
| 3 | Arlington Financial Advisors, LLC | $47.8M | 648,037 | Added |
| 4 | Farther Finance Advisors, LLC | $26.9M | 362,171 | Added |
| 5 | Strategic Investment Solutions, Inc. /IL | $20.7M | 280,765 | Trimmed |
| 6 | Focus Partners Wealth | $19.6M | 266,084 | Added |
| 7 | DiNuzzo Private Wealth, Inc. | $17.2M | 233,140 | Trimmed |
| 8 | Abacus Planning Group, Inc. | $15.6M | 211,923 | Added |
| 9 | Plancorp, LLC | $13.5M | 175,115 | Added |
| 10 | Keyes, Stange & Wooten Wealth Management, LLC | $12.7M | 172,254 | Added |
| 11 | JPMORGAN CHASE & CO | $12.5M | 174,765 | Added |
| 12 | Bryant Woods Investment Advisors, LLC | $12.5M | 168,830 | Added |
| 13 | Greenspring Advisors, LLC | $12.0M | 162,731 | Added |
| 14 | Stratos Investment Management, LLC | $11.8M | 159,513 | Trimmed |
| 15 | Apella Capital, LLC | $11.4M | 143,283 | Added |
| 16 | Physician Wealth Advisors, Inc. | $10.9M | 147,895 | Trimmed |
| 17 | Triune Financial Partners, LLC | $10.7M | 144,467 | Added |
| 18 | MASECO LLP | $10.4M | 141,602 | Added |
| 19 | HFG Wealth Management, LLC | $9.9M | 133,896 | Trimmed |
| 20 | Sivia Capital Partners, LLC | $9.6M | 129,798 | Trimmed |
| 21 | Royal Harbor Partners, LLC | $9.2M | 124,250 | Added |
| 22 | Strathmore Capital Advisors, Inc. | $8.6M | 108,243 | Added |
| 23 | American Investment Services, Inc. | $8.4M | 113,542 | Added |
| 24 | DEMMING FINANCIAL SERVICES CORP /ADV | $7.3M | 99,467 | Added |
| 25 | Evanson Asset Management, LLC | $7.0M | 95,363 | Added |