| 1 | Savant Capital, LLC | $700.1M | 11.4M | Added |
| 2 | LPL Financial LLC | $247.3M | 4.0M | Trimmed |
| 3 | Sage Mountain Advisors LLC | $181.9M | 3.0M | Added |
| 4 | Focus Partners Wealth | $125.9M | 2.1M | Added |
| 5 | ST GERMAIN D J CO INC | $117.5M | 1.9M | Added |
| 6 | MORGAN STANLEY | $113.7M | 1.9M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $100.4M | 1.6M | Added |
| 8 | JPMORGAN CHASE & CO | $96.3M | 1.6M | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $85.0M | 1.4M | Trimmed |
| 10 | Savvy Advisors, Inc. | $81.2M | 1.3M | Trimmed |
| 11 | Facet Wealth, Inc. | $77.7M | 1.3M | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.4M | 1.3M | Trimmed |
| 13 | Quadcap Wealth Management, LLC | $76.4M | 1.2M | Added |
| 14 | Cetera Investment Advisers | $63.3M | 1.0M | Added |
| 15 | LVZ, Inc. | $62.4M | 1.0M | Added |
| 16 | MIDLAND WEALTH ADVISORS LLC | $60.5M | 987,265 | Trimmed |
| 17 | Hughes Financial Services, LLC | $58.5M | 953,690 | Added |
| 18 | Avidian Wealth Enterprises, LLC | $58.3M | 950,226 | Added |
| 19 | RVW Wealth, LLC | $56.3M | 918,104 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $54.7M | 892,652 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $53.7M | 875,615 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $53.4M | 871,224 | Trimmed |
| 23 | UMB BANK N A/MO | $53.1M | 865,784 | Added |
| 24 | Federation des caisses Desjardins du Quebec | $48.2M | 785,483 | Trimmed |
| 25 | TFC Financial Management, Inc. | $45.7M | 745,616 | Added |