| 1 | Oak Root LLC | $180.7M | 2.0M | Trimmed |
| 2 | Hills Bank & Trust Co | $101.3M | 1.1M | Trimmed |
| 3 | Beaird Harris Wealth Management, LLC | $75.7M | 841,598 | Added |
| 4 | Pacific Life Fund Advisors LLC | $66.5M | 739,705 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $63.6M | 706,672 | Added |
| 6 | GRIMES & Co WEALTH MANAGEMENT, LLC | $44.4M | 493,444 | Added |
| 7 | Cypress Point Wealth Management, LLC | $43.4M | 482,866 | Trimmed |
| 8 | PARK AVENUE SECURITIES LLC | $43.2M | 480,400 | Added |
| 9 | Ridgeline Wealth, LLC | $40.5M | 450,687 | Added |
| 10 | LPL Financial LLC | $38.0M | 422,791 | Trimmed |
| 11 | Global Strategic Investment Solutions, LLC | $37.3M | 414,510 | Added |
| 12 | Simplicity Wealth,LLC | $34.2M | 380,366 | Added |
| 13 | Well Done, LLC | $32.7M | 363,663 | Added |
| 14 | JPMORGAN CHASE & CO | $32.0M | 358,552 | Trimmed |
| 15 | Allworth Financial LP | $29.1M | 323,092 | Added |
| 16 | Networth Advisors, LLC | $23.3M | 259,352 | Added |
| 17 | Vestmark Advisory Solutions, Inc. | $21.9M | 243,516 | Added |
| 18 | OneDigital Investment Advisors LLC | $20.7M | 229,862 | Added |
| 19 | FAS Wealth Partners, Inc. | $20.6M | 228,649 | Added |
| 20 | AMERICAN CENTURY COMPANIES INC | $19.6M | 218,405 | New |
| 21 | UPTICK PARTNERS, LLC | $19.5M | 216,968 | Added |
| 22 | AE Wealth Management LLC | $16.2M | 180,245 | Added |
| 23 | Cresset Asset Management, LLC | $15.7M | 174,005 | Added |
| 24 | Buttonwood Financial Group, LLC | $15.3M | 169,783 | Trimmed |
| 25 | Prosperity Planning, Inc. | $13.6M | 151,352 | Added |