| 1 | Abacus Wealth Partners, LLC | $150.2M | 2.9M | Added |
| 2 | Quantum Financial Advisors, LLC | $28.2M | 540,560 | Added |
| 3 | Miracle Mile Advisors, LLC | $12.6M | 241,479 | Trimmed |
| 4 | Planning Center, Inc. | $10.1M | 193,316 | Added |
| 5 | Apella Capital, LLC | $9.4M | 181,331 | Added |
| 6 | Citrine Capital LLC | $8.6M | 164,174 | Trimmed |
| 7 | Shira Ridge Wealth Management | $6.6M | 126,923 | New |
| 8 | Allodium Investment Consultants, LLC | $5.8M | 110,544 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 101,695 | Added |
| 10 | Clarity Wealth Development LLC | $3.8M | 72,072 | New |
| 11 | RAM Investment Partners, LLC | $3.2M | 62,167 | Trimmed |
| 12 | SUMMIT WEALTH GROUP LLC / CO | $2.6M | 49,039 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $2.3M | 44,191 | Trimmed |
| 14 | AA Financial Advisors, LLC | $2.2M | 42,282 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.9M | 37,328 | Added |
| 16 | Sequoia Financial Advisors, LLC | $1.9M | 36,340 | Added |
| 17 | Creative Capital Management Investments LLC | $1.8M | 34,240 | Added |
| 18 | Wheels Up Wealth, Inc. | $1.6M | 31,600 | Added |
| 19 | Vermillion Wealth Management, Inc. | $1.6M | 29,868 | Added |
| 20 | Tanager Wealth Management LLP | $1.4M | 27,362 | Added |
| 21 | Samalin Investment Counsel, LLC | $1.4M | 27,209 | Added |
| 22 | Root Financial Partners, LLC | $1.1M | 21,465 | Added |
| 23 | Wealth Advisors Northwest LLC | $1.1M | 21,157 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 20,479 | Added |
| 25 | Flagstone Financial Management | $901,070 | 17,292 | Added |