| 1 | Bouchey Financial Group Ltd | $41.5M | 1.2M | New |
| 2 | Focus Partners Wealth | $21.7M | 650,256 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $17.0M | 509,007 | Added |
| 4 | Royal Bank of Canada | $15.7M | 470,229 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $15.1M | 450,563 | Added |
| 6 | Cetera Investment Advisers | $12.5M | 375,407 | Added |
| 7 | Perfromance Wealth Partners, LLC | $11.8M | 352,481 | New |
| 8 | Silverleafe Capital Partners, LLC | $8.6M | 256,011 | Added |
| 9 | FRANKLIN RESOURCES INC | $8.5M | 254,906 | New |
| 10 | Members Advisory Group LLC | $7.8M | 234,902 | New |
| 11 | Waverly Advisors, LLC | $5.9M | 176,607 | New |
| 12 | StoneCrest Wealth Management, Inc. | $5.7M | 171,823 | New |
| 13 | INTEGRITY ALLIANCE, LLC. | $5.6M | 167,891 | Added |
| 14 | Farther Finance Advisors, LLC | $5.5M | 164,759 | Trimmed |
| 15 | D. E. Shaw & Co., Inc. | $5.1M | 151,910 | New |
| 16 | Integrated Wealth Concepts LLC | $5.0M | 149,693 | New |
| 17 | Rockefeller Capital Management L.P. | $4.9M | 147,388 | New |
| 18 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.9M | 117,261 | Added |
| 19 | PARK AVENUE SECURITIES LLC | $3.8M | 113,961 | New |
| 20 | Parallel Advisors, LLC | $2.9M | 87,064 | Trimmed |
| 21 | UBS Group AG | $2.9M | 86,239 | Added |
| 22 | Capital Investment Advisory Services, LLC | $2.3M | 68,497 | Added |
| 23 | WNY Asset Management, LLC | $2.3M | 67,501 | New |
| 24 | Perennial Advisors, LLC | $1.9M | 56,114 | New |
| 25 | OSAIC HOLDINGS, INC. | $1.9M | 55,448 | Added |