| 1 | Northwest Financial Advisors | $58.8M | 1.7M | New |
| 2 | TOMPKINS FINANCIAL CORP | $30.5M | 869,425 | New |
| 3 | Alliance Wealth Advisors, LLC | $16.0M | 455,384 | New |
| 4 | NORTHLAND SECURITIES, INC. | $14.5M | 412,738 | New |
| 5 | JSF Financial, LLC | $14.3M | 409,180 | New |
| 6 | Pinnacle Wealth Management, LLC | $14.2M | 405,922 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 373,249 | Added |
| 8 | Navigation Group, LLC | $11.7M | 334,968 | New |
| 9 | Meridian Financial Partners LLC | $11.1M | 319,202 | Added |
| 10 | Members Advisory Group LLC | $10.9M | 311,190 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 274,463 | Added |
| 12 | Provident Wealth Management, LLC | $6.1M | 174,568 | Added |
| 13 | TRUIST FINANCIAL CORP | $5.8M | 166,436 | Added |
| 14 | BAKER TILLY WEALTH MANAGEMENT, LLC | $5.7M | 163,102 | Added |
| 15 | SENTINEL PENSION ADVISORS, LLC | $5.0M | 145,966 | Added |
| 16 | Private Advisor Group, LLC | $4.5M | 129,598 | New |
| 17 | Benson Investment Management Company, Inc. | $3.6M | 101,480 | New |
| 18 | D.A. DAVIDSON & CO. | $3.4M | 96,505 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $3.2M | 91,814 | Added |
| 20 | Cornerstone Planning Group LLC | $3.0M | 87,244 | Added |
| 21 | Bill Few Associates, Inc. | $2.6M | 74,221 | Added |
| 22 | Future Financial Wealth Managment LLC | $2.6M | 74,370 | Trimmed |
| 23 | Embree Financial Group | $2.5M | 70,856 | Added |
| 24 | MEMBERS WEALTH LLC | $2.2M | 62,418 | Trimmed |
| 25 | Dynamic Advisor Solutions LLC | $2.1M | 61,115 | Added |