| 1 | M&T Bank Corp | $58.1M | 1.1M | Added |
| 2 | Miracle Mile Advisors, LLC | $50.7M | 970,536 | Added |
| 3 | Wealthquest Corp | $36.3M | 696,093 | New |
| 4 | MBM WEALTH CONSULTANTS, LLC | $26.8M | 513,387 | Added |
| 5 | Scott Capital Advisors, LLC | $16.8M | 321,805 | Added |
| 6 | Essential Planning, LLC. | $15.5M | 296,964 | Added |
| 7 | Spinnaker Investment Group, LLC | $14.0M | 269,007 | New |
| 8 | FMA Wealth Management, LLC | $12.2M | 233,539 | Trimmed |
| 9 | Stonebridge Financial Group, LLC | $12.1M | 231,761 | Trimmed |
| 10 | Bulwark Capital Corp | $10.3M | 196,887 | Trimmed |
| 11 | Private Advisor Group, LLC | $9.5M | 181,890 | Added |
| 12 | Juno Financial Group LLC | $9.3M | 177,780 | Added |
| 13 | Kraft, Davis & Associates, LLC | $9.1M | 175,879 | Added |
| 14 | DRIVE WEALTH MANAGEMENT, LLC | $8.0M | 153,466 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 115,846 | Trimmed |
| 16 | Whipplewood Advisors, LLC | $6.0M | 115,738 | Trimmed |
| 17 | Apella Capital, LLC | $5.2M | 99,443 | Trimmed |
| 18 | AE Wealth Management LLC | $4.4M | 83,636 | Added |
| 19 | Members Advisory Group LLC | $4.2M | 81,398 | Trimmed |
| 20 | Turning Point Benefit Group, Inc. | $4.0M | 76,806 | New |
| 21 | Grey Ledge Advisors, LLC | $4.0M | 75,720 | Added |
| 22 | Diversified Portfolios, Inc. | $3.1M | 59,893 | Added |
| 23 | Wealthcare Advisory Partners LLC | $3.0M | 57,903 | Trimmed |
| 24 | Nautilus Advisors LLC | $2.9M | 56,020 | Trimmed |
| 25 | Ascent Group, LLC | $2.9M | 54,982 | Added |