| 1 | Matson Money. Inc. | $169.9M | 4.1M | Added |
| 2 | Planning Center, Inc. | $44.8M | 1.1M | Added |
| 3 | Fortitude Family Office, LLC | $22.4M | 543,933 | Added |
| 4 | Physician Wealth Solutions Inc. | $19.1M | 462,726 | Added |
| 5 | Level Financial Advisors | $15.0M | 362,625 | Added |
| 6 | SCRATCH CAPITAL LLC | $14.4M | 350,137 | Added |
| 7 | Core Wealth Management, Inc. | $13.0M | 315,342 | Added |
| 8 | Yardley Wealth Management LLC | $13.0M | 315,060 | Added |
| 9 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $12.8M | 310,187 | Added |
| 10 | KFG WEALTH MANAGEMENT, LLC | $10.9M | 264,903 | Added |
| 11 | Five Oceans Advisors | $10.5M | 254,425 | Hold |
| 12 | Apella Capital, LLC | $9.6M | 233,025 | Added |
| 13 | Heirloom Wealth Management | $7.8M | 188,774 | Trimmed |
| 14 | Austin Wealth Management, LLC | $7.5M | 181,479 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 162,472 | Added |
| 16 | Vestment Financial LLC | $6.6M | 159,371 | Added |
| 17 | Forum Financial Management, LP | $6.0M | 146,508 | Trimmed |
| 18 | Foundry Financial LLC | $5.7M | 138,594 | Added |
| 19 | BCU Wealth Advisors, LLC | $5.3M | 127,636 | Added |
| 20 | Henrickson Nauta Wealth Advisors, Inc. | $5.2M | 125,241 | Added |
| 21 | Ares Financial Consulting, LLC | $4.5M | 108,404 | Added |
| 22 | McCartney Wealth Management LLC | $4.4M | 106,130 | Added |
| 23 | PARK AVENUE SECURITIES LLC | $4.0M | 97,723 | Added |
| 24 | Porter White Investment Advisors, Inc. | $4.0M | 97,595 | Added |
| 25 | AWM CAPITAL, LLC | $4.0M | 97,231 | Added |