| 1 | LPL Financial LLC | $56.0M | 1.3M | Added |
| 2 | Thrivent Financial for Lutherans | $47.5M | 1.1M | Added |
| 3 | HighTower Advisors, LLC | $23.9M | 570,153 | Added |
| 4 | Arrow Financial Corp | $21.0M | 501,273 | Added |
| 5 | Members Advisory Group LLC | $20.1M | 480,790 | Added |
| 6 | UBS Group AG | $13.3M | 316,421 | Added |
| 7 | Baird Financial Group, Inc. | $12.7M | 302,721 | Added |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | $8.8M | 209,235 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.2M | 196,181 | New |
| 10 | Avid Wealth Partners LLC | $8.0M | 190,962 | New |
| 11 | JPMORGAN CHASE & CO | $6.0M | 146,297 | Added |
| 12 | Fortis Advisors, LLC | $5.4M | 127,977 | Trimmed |
| 13 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.2M | 124,234 | Added |
| 14 | Gerber Kawasaki Wealth & Investment Management | $4.6M | 110,284 | Added |
| 15 | Janney Montgomery Scott LLC | $4.6M | 109,210 | New |
| 16 | San Luis Wealth Advisors LLC | $4.5M | 106,857 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 100,949 | Added |
| 18 | CAPTRUST FINANCIAL ADVISORS | $3.7M | 89,246 | Added |
| 19 | STIFEL FINANCIAL CORP | $3.5M | 84,433 | Added |
| 20 | SAXON INTERESTS, INC. | $3.4M | 81,670 | Added |
| 21 | Torrey-Payne Wealth Management, LLC | $3.4M | 80,411 | Added |
| 22 | Kestra Advisory Services, LLC | $3.4M | 80,215 | Trimmed |
| 23 | Stratos Wealth Partners, LTD. | $2.6M | 61,097 | Added |
| 24 | IAM Advisory, LLC | $2.3M | 53,763 | Added |
| 25 | CHANNEL WEALTH LLC | $2.2M | 51,698 | New |