| 1 | Focus Partners Wealth | $1.08B | 36.8M | Trimmed |
| 2 | Focus Partners Advisor Solutions, LLC | $616.0M | 21.1M | Added |
| 3 | Squire Investment Management Company, LLC | $50.1M | 1.7M | Added |
| 4 | KEB ASSET MANAGEMENT, LLC | $46.8M | 1.6M | Trimmed |
| 5 | Kaufman Rossin Wealth, LLC | $40.5M | 1.4M | Added |
| 6 | CLARIS ADVISORS, LLC / MO / | $35.4M | 1.2M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $33.6M | 1.1M | Trimmed |
| 8 | AQR CAPITAL MANAGEMENT LLC | $28.9M | 991,507 | Added |
| 9 | Peirce Capital Management, LLC | $28.4M | 972,972 | Trimmed |
| 10 | Friday Financial | $23.3M | 810,376 | Added |
| 11 | Brady Martz Wealth Solutions, LLC | $22.8M | 780,094 | Added |
| 12 | Capstone Wealth Management, LLC | $20.8M | 711,693 | Trimmed |
| 13 | EverSource Wealth Advisors, LLC | $19.7M | 674,171 | Added |
| 14 | Gibson Capital, LLC | $19.2M | 656,307 | Added |
| 15 | HMV Wealth Advisors, LLC | $18.9M | 646,657 | Added |
| 16 | Forum Financial Management, LP | $18.5M | 634,359 | Trimmed |
| 17 | HBE Wealth Management, LLC | $18.1M | 620,965 | Added |
| 18 | Vistica Wealth Advisors, LLC | $17.6M | 603,279 | Added |
| 19 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $15.0M | 512,763 | Trimmed |
| 20 | DOPKINS WEALTH MANAGEMENT, LLC | $11.6M | 397,068 | Trimmed |
| 21 | JDH Wealth Management, LLC | $10.2M | 350,048 | Trimmed |
| 22 | Lauterbach Financial Advisors, LLC | $9.6M | 328,483 | Trimmed |
| 23 | DELAP WEALTH ADVISORY, LLC | $8.0M | 273,176 | Added |
| 24 | COGENT STRATEGIC WEALTH LLC | $7.4M | 254,633 | Trimmed |
| 25 | Evanson Financial, LLC | $7.4M | 254,549 | New |