| 1 | Arrow Financial Corp | $32.9M | 1.5M | New |
| 2 | J.W. COLE ADVISORS, INC. | $4.7M | 213,562 | Trimmed |
| 3 | Concurrent Investment Advisors, LLC | $4.5M | 203,427 | New |
| 4 | Ironwood Financial, llc | $4.4M | 199,317 | Added |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.3M | 196,004 | Added |
| 6 | Mid-American Wealth Advisory Group, Inc. | $4.3M | 195,817 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $3.7M | 168,974 | Added |
| 8 | Straight Path Wealth Management | $3.0M | 135,333 | Added |
| 9 | Commonwealth Financial Services, LLC | $2.7M | 120,403 | Trimmed |
| 10 | Penobscot Investment Management Company, Inc. | $2.5M | 113,275 | Added |
| 11 | Private Advisor Group, LLC | $2.2M | 99,809 | Added |
| 12 | Walser Wealth Management Company, A Ltd Liability Co | $1.7M | 75,618 | Added |
| 13 | Keeler Thomas Management LLC | $1.5M | 67,454 | Trimmed |
| 14 | Centennial Advisors, LLC | $1.4M | 61,291 | Added |
| 15 | BridgePort Financial Solutions, LLC | $1.2M | 54,580 | Hold |
| 16 | Collaborative Fund Advisors, LLC | $1.2M | 53,208 | New |
| 17 | IFP Advisors, Inc | $1.2M | 52,874 | Trimmed |
| 18 | High Note Wealth, LLC | $975,340 | 44,173 | Added |
| 19 | Helen Stephens Group, LLC | $964,416 | 43,678 | Added |
| 20 | LITTLEJOHN FINANCIAL SERVICES, INC. | $947,188 | 42,898 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $921,777 | 41,747 | Trimmed |
| 22 | AE Wealth Management LLC | $880,109 | 39,860 | Trimmed |
| 23 | Bedel Financial Consulting, Inc. | $861,157 | 39,002 | Added |
| 24 | BIP Wealth, LLC | $821,757 | 37,217 | Added |
| 25 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $816,947 | 36,999 | New |