| 1 | Focus Partners Wealth | $389.3M | 2.1M | Added |
| 2 | SFMG, LLC | $104.8M | 560,714 | Added |
| 3 | Tolleson Wealth Management, Inc. | $95.7M | 511,934 | Trimmed |
| 4 | LPL Financial LLC | $69.9M | 373,850 | Added |
| 5 | Perennial Investment Advisors, LLC | $56.2M | 300,970 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $38.6M | 206,813 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $38.4M | 205,402 | Trimmed |
| 8 | Howard Capital Management Inc. | $37.7M | 201,781 | New |
| 9 | BIP Wealth, LLC | $32.3M | 172,792 | Added |
| 10 | Sage Mountain Advisors LLC | $31.1M | 166,196 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $30.1M | 161,121 | Trimmed |
| 12 | MORGAN STANLEY | $23.0M | 122,928 | Trimmed |
| 13 | McKinney Capital Management, LLC | $19.4M | 103,585 | New |
| 14 | Marotta Asset Management | $15.9M | 84,965 | Added |
| 15 | Paul R. Ried Financial Group, LLC | $14.3M | 76,485 | Added |
| 16 | Continuum Advisory, LLC | $14.0M | 75,092 | Added |
| 17 | Great Point Wealth Advisors, LLC | $13.8M | 73,642 | Trimmed |
| 18 | American Money Management, LLC | $13.5M | 72,164 | Added |
| 19 | Royal Bank of Canada | $12.4M | 66,548 | Trimmed |
| 20 | VAQUERO PRIVATE WEALTH, LTD | $11.8M | 62,881 | New |
| 21 | Goodman Advisory Group, LLC | $11.2M | 59,982 | Added |
| 22 | ELEVATION POINT WEALTH PARTNERS, LLC | $10.8M | 57,890 | New |
| 23 | ARQ WEALTH ADVISORS, LLC | $10.7M | 57,189 | Added |
| 24 | Eagle Strategies LLC | $10.7M | 57,036 | Trimmed |
| 25 | Garrett Wealth Advisory Group, LLC | $10.0M | 53,368 | Trimmed |