| 1 | ST GERMAIN D J CO INC | $138.7M | 1.9M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $123.7M | 1.7M | Added |
| 3 | Savvy Advisors, Inc. | $95.0M | 1.3M | Trimmed |
| 4 | Facet Wealth, Inc. | $91.7M | 1.3M | Added |
| 5 | Quadcap Wealth Management, LLC | $91.1M | 1.3M | Added |
| 6 | LVZ, Inc. | $73.4M | 1.0M | Trimmed |
| 7 | Hughes Financial Services, LLC | $73.1M | 1.0M | Added |
| 8 | Avidian Wealth Enterprises, LLC | $70.9M | 980,654 | Added |
| 9 | MIDLAND WEALTH ADVISORS LLC | $70.4M | 973,572 | Trimmed |
| 10 | RVW Wealth, LLC | $68.9M | 952,795 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $63.2M | 874,194 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $56.6M | 782,659 | Added |
| 13 | TFC Financial Management, Inc. | $55.2M | 764,173 | Added |
| 14 | Warren Street Wealth Advisors, LLC | $50.3M | 695,856 | Added |
| 15 | Kestra Advisory Services, LLC | $49.4M | 683,750 | Trimmed |
| 16 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $35.7M | 494,295 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.3M | 459,444 | Trimmed |
| 18 | Breakwater Capital Group | $32.1M | 444,100 | Added |
| 19 | Baker Avenue Asset Management, LP | $31.9M | 441,326 | Added |
| 20 | SIGNATUREFD, LLC | $31.8M | 439,499 | Trimmed |
| 21 | Strategent Financial, LLC | $27.5M | 381,137 | Added |
| 22 | Sanchez Wealth Management Group | $27.1M | 375,076 | Added |
| 23 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $26.8M | 371,322 | Added |
| 24 | Dynamic Advisor Solutions LLC | $25.2M | 348,347 | Added |
| 25 | Roof Eidam Maycock Peralta, LLC | $24.8M | 343,162 | Trimmed |