| 1 | High Probability Advisors, LLC | $51.5M | 956,143 | Added |
| 2 | Facet Wealth, Inc. | $30.8M | 571,010 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $16.5M | 306,420 | Added |
| 4 | Klingman & Associates, LLC | $12.7M | 236,010 | Trimmed |
| 5 | Miracle Mile Advisors, LLC | $12.6M | 233,913 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.5M | 157,869 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 126,216 | Added |
| 8 | Hennion & Walsh Asset Management, Inc. | $5.9M | 109,332 | Added |
| 9 | NBT BANK N A /NY | $5.3M | 97,930 | Added |
| 10 | Wedmont Private Capital | $5.1M | 94,537 | Added |
| 11 | ALTFEST L J & CO INC | $5.0M | 92,584 | Added |
| 12 | BAILARD, INC. | $4.6M | 84,678 | Trimmed |
| 13 | Arrow Financial Corp | $4.5M | 82,875 | Trimmed |
| 14 | ASSETMARK, INC | $4.3M | 78,868 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $3.4M | 63,624 | Added |
| 16 | Cascade Financial Partners, LLC | $3.4M | 62,524 | Added |
| 17 | SOA Wealth Advisors, LLC. | $3.2M | 58,709 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $3.1M | 58,313 | Added |
| 19 | Magnus Financial Group LLC | $3.1M | 56,735 | Added |
| 20 | Carnegie Investment Counsel | $3.0M | 56,155 | Added |
| 21 | CITIGROUP INC | $3.0M | 55,942 | Added |
| 22 | Equita Financial Network, Inc. | $2.7M | 49,278 | Hold |
| 23 | Compound Planning, Inc. | $2.3M | 43,363 | Added |
| 24 | Emergent Wealth Advisors, LLC | $2.1M | 38,057 | Trimmed |
| 25 | Pine Valley Investments Ltd Liability Co | $1.9M | 35,374 | Added |