| 1 | AWM CAPITAL, LLC | $44.9M | 995,334 | Added |
| 2 | Quantum Financial Advisors, LLC | $37.5M | 831,098 | Trimmed |
| 3 | Abacus Wealth Partners, LLC | $27.3M | 605,285 | Added |
| 4 | Five Oceans Advisors | $19.2M | 426,583 | Added |
| 5 | Citrine Capital LLC | $17.7M | 393,481 | Added |
| 6 | Apella Capital, LLC | $13.8M | 303,754 | Added |
| 7 | Forum Financial Management, LP | $12.1M | 269,201 | Added |
| 8 | Elser Financial Planning, Inc | $10.8M | 239,760 | Added |
| 9 | Allodium Investment Consultants, LLC | $9.1M | 201,944 | Added |
| 10 | Planning Center, Inc. | $8.4M | 185,179 | Added |
| 11 | New Capital Management LP | $8.1M | 179,986 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.1M | 156,527 | Added |
| 13 | Wealth Architects, LLC | $6.9M | 153,263 | Added |
| 14 | RAM Investment Partners, LLC | $6.4M | 141,673 | Added |
| 15 | QUARRY HILL ADVISORS, LLC | $5.9M | 130,867 | Added |
| 16 | TCI Wealth Advisors, Inc. | $5.0M | 110,345 | Added |
| 17 | Laurel Wealth Planning LLC | $4.9M | 107,963 | Added |
| 18 | Angeles Investment Advisors, LLC | $4.4M | 97,979 | Trimmed |
| 19 | Garde Capital, Inc. | $4.2M | 94,113 | Added |
| 20 | Aspen Capital Management, LLC | $4.2M | 92,563 | Added |
| 21 | Equita Financial Network, Inc. | $4.0M | 88,291 | Added |
| 22 | Asset Dedication, LLC | $3.6M | 80,540 | Trimmed |
| 23 | Sequoia Financial Advisors, LLC | $3.5M | 78,288 | Trimmed |
| 24 | Clarity Wealth Development LLC | $3.3M | 74,188 | New |
| 25 | Cardinal Point Capital Management ULC | $3.3M | 73,261 | Added |