| 1 | Forum Financial Management, LP | $370.7M | 6.8M | Added |
| 2 | MASECO LLP | $223.7M | 4.1M | Added |
| 3 | Symmetry Partners, LLC | $136.1M | 2.5M | Trimmed |
| 4 | von Borstel & Associates, Inc. | $88.0M | 1.6M | Added |
| 5 | Beacon Pointe Advisors, LLC | $63.7M | 1.2M | Trimmed |
| 6 | WPWealth LLP | $58.6M | 1.1M | Trimmed |
| 7 | Ruedi Wealth Management, Inc. | $57.4M | 1.1M | Added |
| 8 | CURIO WEALTH, LLC | $50.7M | 930,622 | Added |
| 9 | Integrity Advisory Solutions, LLC | $49.9M | 916,984 | Added |
| 10 | Vestmark Advisory Solutions, Inc. | $46.7M | 857,514 | Hold |
| 11 | PENOBSCOT WEALTH MANAGEMENT | $45.8M | 841,792 | Trimmed |
| 12 | Beaird Harris Wealth Management, LLC | $40.5M | 743,391 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $38.8M | 712,638 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $38.6M | 708,687 | Added |
| 15 | TCI Wealth Advisors, Inc. | $37.3M | 685,446 | Added |
| 16 | INTEGRITY ALLIANCE, LLC. | $35.4M | 649,402 | Added |
| 17 | AE Wealth Management LLC | $33.3M | 610,795 | Added |
| 18 | Allworth Financial LP | $32.5M | 597,304 | Added |
| 19 | MilWealth Group LLC | $30.3M | 556,533 | Added |
| 20 | Integrated Wealth Concepts LLC | $30.2M | 554,217 | Added |
| 21 | Wealth Advisors Northwest LLC | $29.3M | 538,423 | Added |
| 22 | Straight Path Wealth Management | $28.2M | 517,408 | Added |
| 23 | DiNuzzo Private Wealth, Inc. | $27.4M | 502,670 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $26.4M | 482,694 | New |
| 25 | RFG Advisory, LLC | $25.1M | 461,737 | Added |