| 1 | WADDELL & ASSOCIATES, LLC | $110.2M | 2.9M | Added |
| 2 | Boulay Financial Advisors, LLC | $102.3M | 2.7M | New |
| 3 | Steele Capital Management, Inc. | $82.8M | 2.2M | Added |
| 4 | Prairiewood Capital, LLC | $79.5M | 2.1M | Added |
| 5 | MOLLER WEALTH PARTNERS | $46.8M | 1.2M | Trimmed |
| 6 | Riverpoint Wealth Management Holdings, LLC | $44.7M | 1.2M | Added |
| 7 | Solitude Financial Services | $39.8M | 1.0M | Added |
| 8 | First Pacific Financial | $33.7M | 885,996 | Added |
| 9 | Resonant Capital Advisors, LLC | $29.0M | 763,063 | Trimmed |
| 10 | Gemmer Asset Management LLC | $25.0M | 656,112 | Added |
| 11 | Trilogy Capital Inc. | $23.7M | 622,642 | Added |
| 12 | Wealth Forward, LLC | $23.0M | 603,841 | Added |
| 13 | Seven Springs Wealth Group, LLC | $22.8M | 598,617 | Added |
| 14 | Charles Schwab Trust Co | $16.4M | 431,168 | Added |
| 15 | COLLECTIVE FAMILY OFFICE LLC | $14.9M | 390,724 | Added |
| 16 | Grey Ledge Advisors, LLC | $12.7M | 332,827 | Added |
| 17 | Sound Stewardship, LLC | $12.2M | 321,406 | Added |
| 18 | Johnson Bixby & Associates, LLC | $11.7M | 307,499 | Added |
| 19 | Arlington Financial Advisors, LLC | $10.7M | 281,940 | Trimmed |
| 20 | Accredited Investors Inc. | $10.1M | 266,452 | Trimmed |
| 21 | Shore Point Advisors, LLC | $8.8M | 386,724 | Added |
| 22 | RESTON WEALTH MANAGEMENT LLC | $7.4M | 195,627 | Added |
| 23 | CABOT WEALTH MANAGEMENT INC | $6.7M | 175,158 | Added |
| 24 | Kathmere Capital Management, LLC | $5.9M | 155,475 | Trimmed |
| 25 | Northland Capital Management LLC | $5.5M | 144,466 | Added |