| 1 | Sarver Vrooman Wealth Advisors | $43.6M | 1.7M | Added |
| 2 | SIGMA INVESTMENT COUNSELORS INC | $34.0M | 1.3M | Added |
| 3 | SUMMITRY LLC | $33.6M | 1.3M | Added |
| 4 | MV CAPITAL MANAGEMENT, INC. | $19.1M | 732,336 | Added |
| 5 | Seneca House Advisors | $14.3M | 547,030 | Added |
| 6 | MB, LEVIS & ASSOCIATES, LLC | $13.4M | 515,551 | Added |
| 7 | Arrow Financial Corp | $13.3M | 512,414 | Added |
| 8 | PFG Private Wealth Management, LLC | $12.8M | 491,365 | Trimmed |
| 9 | NESTEGG ADVISORS, INC. | $10.2M | 392,084 | Added |
| 10 | Parkway Wealth Management Group, LLC | $10.1M | 389,186 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $10.1M | 386,053 | Added |
| 12 | Guidance Point Advisors, LLC | $7.6M | 292,677 | Added |
| 13 | Kestra Advisory Services, LLC | $7.6M | 290,450 | Added |
| 14 | Probity Advisors, Inc. | $6.0M | 232,182 | Added |
| 15 | Apollon Wealth Management, LLC | $5.7M | 218,132 | New |
| 16 | Krilogy Financial LLC | $5.3M | 201,927 | Trimmed |
| 17 | 4Thought Financial Group Inc. | $4.8M | 184,936 | Added |
| 18 | Paradigm, Strategies in Wealth Management, LLC | $4.1M | 155,677 | Trimmed |
| 19 | BENJAMIN EDWARDS INC | $4.0M | 152,066 | Trimmed |
| 20 | J.W. COLE ADVISORS, INC. | $3.1M | 120,298 | Added |
| 21 | MEITAV INVESTMENT HOUSE LTD | $3.1M | 119,534 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 118,097 | Added |
| 23 | Marathon Mission, Inc. | $2.6M | 100,156 | Trimmed |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 79,505 | Trimmed |
| 25 | Archford Capital Strategies, LLC | $2.0M | 76,286 | Trimmed |