| 1 | Forum Financial Management, LP | $370.7M | 6.8M | Added |
| 2 | Symmetry Partners, LLC | $136.1M | 2.5M | Trimmed |
| 3 | Ruedi Wealth Management, Inc. | $57.4M | 1.1M | Added |
| 4 | Integrity Advisory Solutions, LLC | $49.9M | 916,984 | Added |
| 5 | PENOBSCOT WEALTH MANAGEMENT | $45.8M | 841,792 | Trimmed |
| 6 | Beaird Harris Wealth Management, LLC | $40.5M | 743,391 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $38.8M | 712,638 | Added |
| 8 | TCI Wealth Advisors, Inc. | $37.3M | 685,446 | Added |
| 9 | INTEGRITY ALLIANCE, LLC. | $35.4M | 649,402 | Added |
| 10 | AE Wealth Management LLC | $33.3M | 610,795 | Added |
| 11 | MilWealth Group LLC | $30.3M | 556,533 | Added |
| 12 | Wealth Advisors Northwest LLC | $29.3M | 538,423 | Added |
| 13 | Straight Path Wealth Management | $28.2M | 517,408 | Added |
| 14 | DiNuzzo Private Wealth, Inc. | $27.4M | 502,670 | Added |
| 15 | RFG Advisory, LLC | $25.1M | 461,737 | Added |
| 16 | United Wealth Management, LLC | $24.4M | 448,547 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $23.8M | 436,461 | Added |
| 18 | Quantum Financial Advisors, LLC | $21.4M | 392,244 | Added |
| 19 | STOLZ & ASSOCIATES, PS | $20.7M | 380,781 | Added |
| 20 | Midwest Heritage Bank, FSB | $19.6M | 360,392 | Added |
| 21 | Outbound Financial Inc | $16.8M | 307,636 | Added |
| 22 | TruNorth Capital Management, LLC | $16.2M | 298,155 | Added |
| 23 | Gradient Capital Advisors, LLC | $12.8M | 234,833 | Added |
| 24 | Wheels Up Wealth, Inc. | $12.4M | 228,468 | Added |
| 25 | Meredith Wealth Planning | $12.4M | 228,393 | Added |