| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $38.9M | 1.8M | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $31.9M | 1.5M | Added |
| 3 | AE Wealth Management LLC | $27.0M | 1.3M | Added |
| 4 | Altiora Financial Group, LLC | $19.2M | 898,970 | Trimmed |
| 5 | Park Edge Advisors, LLC | $16.1M | 755,936 | Added |
| 6 | Insight Wealth Strategies, LLC | $14.5M | 680,098 | Added |
| 7 | LPL Financial LLC | $12.5M | 586,651 | Trimmed |
| 8 | DRIVE WEALTH MANAGEMENT, LLC | $8.5M | 396,511 | Added |
| 9 | PRINCIPAL SECURITIES, INC. | $8.1M | 378,392 | Added |
| 10 | NewEdge Wealth, LLC | $7.9M | 368,211 | Added |
| 11 | Orion Porfolio Solutions, LLC | $7.1M | 333,447 | Added |
| 12 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.7M | 316,279 | Added |
| 13 | Meridian Wealth Management, LLC | $6.6M | 308,412 | Trimmed |
| 14 | Prime Capital Investment Advisors, LLC | $6.5M | 305,439 | Added |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | $6.1M | 286,313 | Added |
| 16 | OSAIC HOLDINGS, INC. | $5.2M | 243,113 | Trimmed |
| 17 | Envestnet Portfolio Solutions, Inc. | $5.2M | 241,758 | Added |
| 18 | SlateStone Wealth, LLC | $5.0M | 233,356 | Added |
| 19 | Mid-American Wealth Advisory Group, Inc. | $4.7M | 210,408 | Hold |
| 20 | Security National Bank | $4.7M | 218,388 | Added |
| 21 | ADAPT WEALTH ADVISORS, LLC | $4.6M | 214,160 | Trimmed |
| 22 | Focus Partners Wealth | $4.2M | 196,137 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 189,421 | Trimmed |
| 24 | WCG Wealth Advisors LLC | $3.7M | 173,191 | Added |
| 25 | Soltis Investment Advisors LLC | $3.7M | 172,003 | Added |