| 1 | SPINNAKER TRUST | $66.1M | 1.4M | Trimmed |
| 2 | Townsend & Associates, Inc | $59.6M | 1.2M | Added |
| 3 | CAHABA WEALTH MANAGEMENT, INC. | $58.6M | 1.2M | Added |
| 4 | LJI Wealth Management, LLC | $57.8M | 1.2M | Added |
| 5 | Seven Springs Wealth Group, LLC | $55.2M | 1.1M | Trimmed |
| 6 | Financial Solutions Advisory Group, Inc. | $54.0M | 1.1M | New |
| 7 | Prosperity Planning, Inc. | $53.0M | 0 | Added |
| 8 | TRUST POINT INC. | $52.9M | 1.1M | Added |
| 9 | Apella Capital, LLC | $52.2M | 1.1M | Added |
| 10 | MBL Wealth, LLC | $42.2M | 874,816 | Added |
| 11 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $41.1M | 852,449 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $29.4M | 609,935 | Added |
| 13 | Courage Miller Partners, LLC | $28.7M | 594,284 | Added |
| 14 | PITTENGER & ANDERSON INC | $26.7M | 552,509 | Added |
| 15 | Abundance Wealth Counselors | $24.4M | 506,326 | Added |
| 16 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $24.1M | 499,846 | Added |
| 17 | Opal Wealth Advisors, LLC | $20.0M | 414,929 | Trimmed |
| 18 | CLUNE & ASSOCIATES, LTD. | $19.7M | 407,283 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $18.3M | 378,512 | Added |
| 20 | WEALTH MANAGEMENT RESOURCES, INC. | $17.3M | 359,263 | Added |
| 21 | Omega Financial Group, LLC | $16.6M | 343,682 | Added |
| 22 | IRON Financial LLC | $15.9M | 329,734 | Trimmed |
| 23 | Lakeridge Wealth Management LLC | $15.4M | 318,545 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $14.2M | 294,769 | Added |
| 25 | FIDUCIARY ADVISORS, INC. | $13.1M | 270,975 | Added |