| 1 | AWM CAPITAL, LLC | $40.2M | 821,857 | Added |
| 2 | Quantum Financial Advisors, LLC | $25.8M | 528,686 | Trimmed |
| 3 | Five Oceans Advisors | $21.6M | 442,368 | Added |
| 4 | Forum Financial Management, LP | $17.9M | 365,681 | Trimmed |
| 5 | Citrine Capital LLC | $15.8M | 323,640 | Trimmed |
| 6 | Abacus Wealth Partners, LLC | $15.5M | 317,897 | Trimmed |
| 7 | Wealth Architects, LLC | $7.6M | 154,990 | Trimmed |
| 8 | Elser Financial Planning, Inc | $6.2M | 126,249 | Trimmed |
| 9 | Apella Capital, LLC | $4.9M | 102,996 | Added |
| 10 | TCI Wealth Advisors, Inc. | $4.1M | 84,357 | Trimmed |
| 11 | RAM Investment Partners, LLC | $3.8M | 78,545 | Added |
| 12 | Allodium Investment Consultants, LLC | $3.8M | 77,097 | Trimmed |
| 13 | DRIVE WEALTH MANAGEMENT, LLC | $3.6M | 72,657 | Trimmed |
| 14 | New Capital Management LP | $3.3M | 67,834 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 66,534 | Trimmed |
| 16 | Asset Dedication, LLC | $3.0M | 62,293 | Trimmed |
| 17 | Navigoe, LLC | $2.6M | 54,019 | Trimmed |
| 18 | Equita Financial Network, Inc. | $2.6M | 52,655 | Added |
| 19 | QUARRY HILL ADVISORS, LLC | $2.6M | 52,268 | Added |
| 20 | Klaas Financial Asset Advisors, LLC | $2.3M | 47,886 | Trimmed |
| 21 | Cordant, Inc. | $1.9M | 38,343 | Added |
| 22 | Planning Center, Inc. | $1.7M | 35,784 | Trimmed |
| 23 | Longview Financial Advisors LLC | $1.7M | 34,136 | Trimmed |
| 24 | Clarity Wealth Development LLC | $1.6M | 33,627 | New |
| 25 | Truepoint, Inc. | $1.4M | 29,629 | Trimmed |