| 1 | Matson Money. Inc. | $162.1M | 3.9M | Added |
| 2 | Beacon Pointe Advisors, LLC | $47.3M | 1.1M | Added |
| 3 | Planning Center, Inc. | $44.2M | 1.1M | Added |
| 4 | Hill Investment Group Partners, LLC | $33.0M | 791,225 | Trimmed |
| 5 | PINNEY & SCOFIELD, INC. | $23.6M | 564,887 | Added |
| 6 | Rather & Kittrell, Inc. | $22.3M | 533,670 | Added |
| 7 | Leading Edge Financial Planning LLC | $21.5M | 515,024 | Added |
| 8 | Geometric Wealth Advisors | $21.3M | 511,563 | Trimmed |
| 9 | Fortitude Family Office, LLC | $21.0M | 504,266 | Added |
| 10 | Stratos Investment Management, LLC | $19.4M | 466,060 | Added |
| 11 | Physician Wealth Solutions Inc. | $17.9M | 427,914 | Added |
| 12 | SCRATCH CAPITAL LLC | $14.6M | 349,021 | Added |
| 13 | Level Financial Advisors | $14.3M | 342,611 | Added |
| 14 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $12.7M | 305,143 | Added |
| 15 | Yardley Wealth Management LLC | $12.0M | 288,125 | Added |
| 16 | KFG WEALTH MANAGEMENT, LLC | $10.6M | 255,045 | Added |
| 17 | Five Oceans Advisors | $10.6M | 254,425 | Trimmed |
| 18 | Core Wealth Management, Inc. | $10.6M | 253,735 | Added |
| 19 | Savant Capital, LLC | $10.0M | 240,173 | Trimmed |
| 20 | New Dimensions Wealth Management, LLC | $9.8M | 235,276 | Added |
| 21 | MONOGRAPH WEALTH ADVISORS, LLC | $9.7M | 233,375 | Added |
| 22 | Apella Capital, LLC | $9.6M | 227,411 | Added |
| 23 | Financial Plan, Inc. | $8.1M | 193,415 | Added |
| 24 | Heirloom Wealth Management | $8.0M | 192,214 | Trimmed |
| 25 | Austin Wealth Management, LLC | $7.5M | 179,713 | Trimmed |