| 1 | Insight Wealth Strategies, LLC | $28.1M | 557,681 | Added |
| 2 | CASTLE WEALTH MANAGEMENT LLC | $13.5M | 267,075 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 214,733 | Trimmed |
| 4 | My Personal CFO, LLC | $9.2M | 183,192 | Added |
| 5 | SteelPeak Wealth, LLC | $8.9M | 176,281 | Trimmed |
| 6 | Strategic Financial Concepts, LLC | $8.5M | 168,403 | Added |
| 7 | NESTEGG ADVISORS, INC. | $8.3M | 164,015 | Added |
| 8 | Matrix Trust Co | $8.1M | 160,001 | New |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 146,534 | Added |
| 10 | Bridgelight Financial Advisors, Inc. | $7.0M | 139,845 | Added |
| 11 | 4J Wealth Management LLC | $6.7M | 132,148 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 116,946 | Added |
| 13 | Kestra Advisory Services, LLC | $5.0M | 99,796 | Added |
| 14 | Retirement Management Systems Inc. | $4.9M | 98,088 | Added |
| 15 | PRINCIPAL SECURITIES, INC. | $4.5M | 88,523 | Added |
| 16 | Clarity Retirement & Wealth, LLC | $4.3M | 85,235 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $3.7M | 72,928 | Trimmed |
| 18 | River Street Advisors LLC | $2.9M | 57,254 | Added |
| 19 | Turning Point Benefit Group, Inc. | $2.7M | 53,292 | Added |
| 20 | Red Mountain Financial, LLC | $2.0M | 39,607 | Added |
| 21 | Farther Finance Advisors, LLC | $1.9M | 36,923 | Added |
| 22 | McNamara Financial Services, Inc. | $1.7M | 33,156 | Added |
| 23 | TRUIST FINANCIAL CORP | $1.7M | 32,733 | Trimmed |
| 24 | Sovran Advisors, LLC | $1.6M | 31,269 | Added |
| 25 | True Wealth Design, LLC | $1.4M | 27,805 | Trimmed |