| 1 | AWM CAPITAL, LLC | $163.8M | 3.5M | Added |
| 2 | Quantum Financial Advisors, LLC | $111.0M | 2.4M | Trimmed |
| 3 | Citrine Capital LLC | $73.2M | 1.6M | Added |
| 4 | Abacus Wealth Partners, LLC | $60.6M | 1.3M | Added |
| 5 | Five Oceans Advisors | $22.8M | 489,837 | Added |
| 6 | Forum Financial Management, LP | $22.0M | 471,383 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.7M | 415,678 | Trimmed |
| 8 | Apella Capital, LLC | $19.3M | 409,314 | Added |
| 9 | TCI Wealth Advisors, Inc. | $12.8M | 275,091 | Added |
| 10 | Wealth Architects, LLC | $12.5M | 267,678 | Added |
| 11 | QUARRY HILL ADVISORS, LLC | $12.0M | 257,533 | Added |
| 12 | New Capital Management LP | $11.6M | 247,912 | Added |
| 13 | Elser Financial Planning, Inc | $11.3M | 242,897 | Added |
| 14 | NWAM LLC | $9.8M | 210,940 | Added |
| 15 | SJS Investment Consulting Inc. | $9.1M | 194,776 | Trimmed |
| 16 | Planning Center, Inc. | $8.7M | 186,762 | Added |
| 17 | Cardinal Point Capital Management ULC | $8.5M | 182,564 | Trimmed |
| 18 | Equita Financial Network, Inc. | $7.4M | 159,672 | Added |
| 19 | Miracle Mile Advisors, LLC | $7.4M | 158,946 | Added |
| 20 | Clarity Wealth Development LLC | $7.3M | 156,216 | New |
| 21 | Sequoia Financial Advisors, LLC | $7.0M | 150,199 | Trimmed |
| 22 | ELEVATION WEALTH PARTNERS, LLC | $6.7M | 143,443 | Trimmed |
| 23 | Allodium Investment Consultants, LLC | $6.6M | 142,553 | Trimmed |
| 24 | RAM Investment Partners, LLC | $6.4M | 136,596 | Added |
| 25 | Root Financial Partners, LLC | $6.0M | 129,700 | Added |