| 1 | Empowered Funds, LLC | $56.4M | 1.2M | Trimmed |
| 2 | Sequoia Financial Advisors, LLC | $48.9M | 1.0M | Added |
| 3 | AMERICAN CENTURY COMPANIES INC | $38.4M | 810,539 | Added |
| 4 | Financial Plan, Inc. | $37.8M | 797,049 | Added |
| 5 | NICOLET BANKSHARES INC | $29.5M | 619,231 | Added |
| 6 | LPL Financial LLC | $27.4M | 578,807 | Added |
| 7 | Quantum Financial Advisors, LLC | $21.6M | 455,253 | Added |
| 8 | ShankerValleau Wealth Advisors, Inc. | $18.2M | 384,164 | Added |
| 9 | Allegiance Financial Group Advisory Services LLC | $17.7M | 373,415 | Added |
| 10 | Hill Investment Group Partners, LLC | $17.3M | 365,402 | Trimmed |
| 11 | BetterWealth, LLC | $16.5M | 347,592 | Added |
| 12 | Prairiewood Capital, LLC | $15.1M | 318,858 | Added |
| 13 | Capstone Financial Advisors, Inc. | $14.8M | 311,435 | Trimmed |
| 14 | Seaside Wealth Management, Inc. | $13.7M | 289,183 | Added |
| 15 | LexAurum Advisors, LLC | $13.5M | 285,497 | Trimmed |
| 16 | Physician Wealth Solutions Inc. | $13.4M | 283,674 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 275,963 | Added |
| 18 | Leading Edge Financial Planning LLC | $12.5M | 264,621 | Added |
| 19 | Three Arch Wealth Management LLC | $12.5M | 264,363 | Added |
| 20 | Focus Partners Wealth | $11.8M | 248,305 | Trimmed |
| 21 | Equita Financial Network, Inc. | $10.3M | 217,767 | Added |
| 22 | WorthPointe, LLC | $9.4M | 197,395 | Added |
| 23 | Level Financial Advisors | $8.2M | 173,162 | Trimmed |
| 24 | QUARRY HILL ADVISORS, LLC | $8.2M | 173,097 | Added |
| 25 | Corient Private Wealth LLC | $7.4M | 156,367 | Trimmed |