| 1 | SEI INVESTMENTS CO | $65.2M | 1.3M | New |
| 2 | RAYMOND JAMES FINANCIAL INC | $28.0M | 555,096 | Added |
| 3 | Insight Wealth Strategies, LLC | $13.9M | 275,770 | Trimmed |
| 4 | CASTLE WEALTH MANAGEMENT LLC | $13.4M | 266,687 | Added |
| 5 | Cetera Investment Advisers | $12.3M | 245,133 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $12.1M | 240,163 | New |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 216,533 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $9.8M | 195,153 | Trimmed |
| 9 | SteelPeak Wealth, LLC | $9.7M | 192,618 | Trimmed |
| 10 | My Personal CFO, LLC | $8.6M | 171,151 | Added |
| 11 | STIFEL FINANCIAL CORP | $8.2M | 161,896 | Trimmed |
| 12 | Strategic Financial Concepts, LLC | $7.3M | 143,547 | New |
| 13 | 4J Wealth Management LLC | $7.1M | 141,376 | Trimmed |
| 14 | Flavin Financial Services, Inc. | $6.8M | 135,372 | Added |
| 15 | OSAIC HOLDINGS, INC. | $5.8M | 114,258 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 103,277 | Added |
| 17 | AVISO WEALTH MANAGEMENT | $4.8M | 96,039 | Added |
| 18 | VICUS CAPITAL | $4.6M | 91,933 | New |
| 19 | Retirement Management Systems Inc. | $4.6M | 90,481 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $4.0M | 78,931 | Added |
| 21 | Kestra Advisory Services, LLC | $3.9M | 77,507 | Added |
| 22 | Clarity Retirement & Wealth, LLC | $3.8M | 75,012 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6M | 70,851 | Added |
| 24 | Advyzon Investment Management, LLC | $3.2M | 63,455 | New |
| 25 | River Street Advisors LLC | $2.7M | 52,817 | Added |