| 1 | SEI INVESTMENTS CO | $85.3M | 1.7M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $34.1M | 675,599 | Added |
| 3 | Insight Wealth Strategies, LLC | $28.1M | 557,681 | Added |
| 4 | Cetera Investment Advisers | $15.2M | 301,290 | Added |
| 5 | CASTLE WEALTH MANAGEMENT LLC | $13.5M | 267,075 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $12.7M | 252,312 | Added |
| 7 | STIFEL FINANCIAL CORP | $12.2M | 242,888 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 214,733 | Trimmed |
| 9 | My Personal CFO, LLC | $9.2M | 183,192 | Added |
| 10 | SteelPeak Wealth, LLC | $8.9M | 176,281 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $8.7M | 173,487 | Trimmed |
| 12 | Strategic Financial Concepts, LLC | $8.5M | 168,403 | Added |
| 13 | NESTEGG ADVISORS, INC. | $8.3M | 164,015 | Added |
| 14 | Matrix Trust Co | $8.1M | 160,001 | New |
| 15 | Flavin Financial Services, Inc. | $7.9M | 155,733 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 146,534 | Added |
| 17 | VICUS CAPITAL | $7.3M | 145,340 | Added |
| 18 | Bridgelight Financial Advisors, Inc. | $7.0M | 139,845 | Added |
| 19 | OSAIC HOLDINGS, INC. | $6.8M | 134,067 | Added |
| 20 | 4J Wealth Management LLC | $6.7M | 132,148 | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 116,946 | Added |
| 22 | AVISO WEALTH MANAGEMENT | $5.3M | 106,129 | Added |
| 23 | Kestra Advisory Services, LLC | $5.0M | 99,796 | Added |
| 24 | Retirement Management Systems Inc. | $4.9M | 98,088 | Added |
| 25 | VERUS CAPITAL PARTNERS, LLC | $4.9M | 97,519 | New |