| 1 | Evensky & Katz LLC | $60.7M | 753,800 | Added |
| 2 | ENZI WEALTH | $57.7M | 715,903 | Added |
| 3 | AMERICAN CENTURY COMPANIES INC | $44.0M | 545,799 | Added |
| 4 | ECLECTIC ASSOCIATES INC /ADV | $39.2M | 486,208 | Added |
| 5 | Moisand Fitzgerald Tamayo, LLC | $36.5M | 453,485 | Added |
| 6 | Three Arch Wealth Management LLC | $32.3M | 401,168 | Added |
| 7 | Falcon Wealth Planning | $26.3M | 326,922 | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.8M | 295,809 | Added |
| 9 | LPL Financial LLC | $18.2M | 225,531 | Added |
| 10 | COMMERCE BANK | $16.3M | 201,998 | Added |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | $15.3M | 188,845 | Added |
| 12 | Family Investment Center, Inc. | $13.9M | 172,975 | Added |
| 13 | Prosperity Planning, Inc. | $12.7M | 157,113 | Added |
| 14 | MORGAN STANLEY | $11.1M | 137,447 | Added |
| 15 | WMG Financial Advisors, LLC | $11.0M | 136,540 | Trimmed |
| 16 | IHT Wealth Management, LLC | $9.7M | 119,943 | Added |
| 17 | Corient Private Wealth LLC | $9.1M | 112,543 | Added |
| 18 | PNC Financial Services Group, Inc. | $9.0M | 112,158 | Added |
| 19 | Rialto Wealth Management, LLC | $8.3M | 103,572 | Added |
| 20 | Quadcap Wealth Management, LLC | $8.1M | 100,661 | Added |
| 21 | B&D White Capital Company, LLC | $7.8M | 96,924 | Trimmed |
| 22 | Team Financial Group, LLC | $7.8M | 96,363 | Added |
| 23 | Maridea Wealth Management LLC | $6.7M | 83,666 | Added |
| 24 | Allegheny Financial Group | $6.5M | 80,919 | Added |
| 25 | Farther Finance Advisors, LLC | $5.1M | 63,245 | Added |