| 1 | First Pacific Financial | $77.4M | 934,501 | Added |
| 2 | Wealth Management Nebraska | $70.6M | 853,135 | Added |
| 3 | Arlington Financial Advisors, LLC | $54.5M | 658,572 | Added |
| 4 | Farther Finance Advisors, LLC | $30.3M | 366,544 | Added |
| 5 | Sivia Capital Partners, LLC | $28.3M | 341,600 | Added |
| 6 | Strategic Investment Solutions, Inc. /IL | $21.0M | 253,320 | Trimmed |
| 7 | DiNuzzo Private Wealth, Inc. | $20.0M | 241,364 | Added |
| 8 | Plancorp, LLC | $17.7M | 214,260 | Added |
| 9 | Abacus Planning Group, Inc. | $17.6M | 212,101 | Added |
| 10 | JPMORGAN CHASE & CO | $17.3M | 209,490 | Added |
| 11 | Bryant Woods Investment Advisors, LLC | $14.5M | 175,702 | Added |
| 12 | Greenspring Advisors, LLC | $14.5M | 175,063 | Added |
| 13 | Stratos Investment Management, LLC | $13.6M | 163,934 | Added |
| 14 | Apella Capital, LLC | $13.2M | 159,183 | Added |
| 15 | Keyes, Stange & Wooten Wealth Management, LLC | $13.1M | 157,672 | Trimmed |
| 16 | Triune Financial Partners, LLC | $12.2M | 147,925 | Added |
| 17 | MASECO LLP | $11.9M | 143,211 | Added |
| 18 | Physician Wealth Advisors, Inc. | $10.9M | 131,656 | Trimmed |
| 19 | Royal Harbor Partners, LLC | $10.2M | 123,069 | Trimmed |
| 20 | BIP Wealth, LLC | $9.7M | 116,965 | Added |
| 21 | Strathmore Capital Advisors, Inc. | $9.4M | 113,097 | Added |
| 22 | BROWN ADVISORY INC | $9.3M | 112,149 | New |
| 23 | American Investment Services, Inc. | $9.1M | 110,004 | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $8.8M | 106,185 | Added |
| 25 | HFG Wealth Management, LLC | $8.6M | 103,945 | Trimmed |