| 1 | Abacus Wealth Partners, LLC | $150.2M | 2.9M | Added |
| 2 | MASECO LLP | $100.1M | 1.9M | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 1.0M | Added |
| 4 | Quantum Financial Advisors, LLC | $28.2M | 540,560 | Added |
| 5 | Simplicity Wealth,LLC | $15.1M | 290,108 | Added |
| 6 | SEI INVESTMENTS CO | $14.9M | 285,526 | Added |
| 7 | SEEDS INVESTOR LLC | $13.5M | 258,358 | Added |
| 8 | Miracle Mile Advisors, LLC | $12.6M | 241,479 | Trimmed |
| 9 | Parkshore Wealth Management, Inc. | $12.3M | 235,814 | Added |
| 10 | Planning Center, Inc. | $10.1M | 193,316 | Added |
| 11 | Momentous Wealth Management, Inc. | $9.9M | 189,457 | Added |
| 12 | Apella Capital, LLC | $9.4M | 181,331 | Added |
| 13 | Citrine Capital LLC | $8.6M | 164,174 | Trimmed |
| 14 | Corient Private Wealth LLC | $7.1M | 135,845 | Added |
| 15 | Shira Ridge Wealth Management | $6.6M | 126,923 | New |
| 16 | Allodium Investment Consultants, LLC | $5.8M | 110,544 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 101,695 | Added |
| 18 | Focus Partners Advisor Solutions, LLC | $4.9M | 94,318 | Added |
| 19 | OneDigital Investment Advisors LLC | $4.8M | 92,956 | Added |
| 20 | Beacon Pointe Advisors, LLC | $4.8M | 92,724 | Added |
| 21 | CITADEL ADVISORS LLC | $4.7M | 90,070 | New |
| 22 | Clarity Wealth Development LLC | $3.8M | 72,072 | New |
| 23 | RAM Investment Partners, LLC | $3.2M | 62,167 | Trimmed |
| 24 | Betterment LLC | $3.0M | 58,449 | Added |
| 25 | LPL Financial LLC | $2.6M | 49,833 | Added |