| 1 | Choate Investment Advisors | $168.0M | 6.1M | Trimmed |
| 2 | Cerity Partners LLC | $86.0M | 3.1M | Added |
| 3 | Natixis Investment Managers, LLC | $76.9M | 2.9M | Added |
| 4 | LPL Financial LLC | $58.3M | 2.1M | Added |
| 5 | Horizon Wealth Management, LLC | $37.5M | 1.4M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $32.6M | 1.2M | Added |
| 7 | OSAIC HOLDINGS, INC. | $29.6M | 1.1M | Added |
| 8 | ABOUND FINANCIAL, LLC | $25.7M | 931,034 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.9M | 870,987 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $20.0M | 725,373 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $19.3M | 700,815 | Added |
| 12 | Royal Bank of Canada | $18.5M | 670,914 | Added |
| 13 | A&I FINANCIAL SERVICES, LLC | $16.4M | 595,222 | Trimmed |
| 14 | Appalachian Capital Management Ltd | $16.3M | 633,667 | Added |
| 15 | Greater Midwest Financial Group, LLC | $14.5M | 526,934 | Trimmed |
| 16 | BEAM WEALTH ADVISORS, INC. | $11.1M | 404,281 | Added |
| 17 | Steward Partners Investment Advisory, LLC | $11.1M | 401,960 | Added |
| 18 | KWB Wealth | $10.1M | 355,483 | Trimmed |
| 19 | ARQ WEALTH ADVISORS, LLC | $9.2M | 335,404 | New |
| 20 | U.S. Capital Wealth Advisors, LLC | $7.1M | 258,535 | Trimmed |
| 21 | NavPoint Financial, Inc. | $7.0M | 252,507 | Added |
| 22 | Alliance Private Wealth, LLC | $6.1M | 220,045 | Added |
| 23 | CITADEL ADVISORS LLC | $6.0M | 230,609 | Added |
| 24 | Three Magnolias Financial Advisors, LLC | $5.6M | 202,663 | Added |
| 25 | &PARTNERS | $5.3M | 193,531 | Added |