| 1 | Cullen/Frost Bankers, Inc. | $438.7M | 8.6M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $406.4M | 8.0M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $295.0M | 5.8M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $275.2M | 5.4M | Added |
| 5 | Allegheny Financial Group | $132.9M | 2.6M | Added |
| 6 | Amplius Wealth Advisors, LLC | $103.8M | 2.0M | Added |
| 7 | Opal Wealth Advisors, LLC | $79.6M | 1.6M | Trimmed |
| 8 | Kestra Advisory Services, LLC | $71.0M | 1.4M | Added |
| 9 | RFG Advisory, LLC | $51.6M | 1.0M | Added |
| 10 | M&T Bank Corp | $44.8M | 878,615 | Added |
| 11 | Harbor Group, Inc. | $44.6M | 876,338 | Added |
| 12 | Summit Investment Advisory Services, LLC | $44.1M | 865,998 | New |
| 13 | GGM Financials LLC | $40.9M | 802,017 | Added |
| 14 | Embree Financial Group | $39.8M | 782,122 | Added |
| 15 | Bouchey Financial Group Ltd | $39.4M | 772,527 | New |
| 16 | SAX WEALTH ADVISORS, LLC | $39.1M | 841,845 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.2M | 621,442 | Trimmed |
| 18 | AdvisorNet Financial, Inc | $31.9M | 625,172 | Added |
| 19 | BAKER TILLY WEALTH MANAGEMENT, LLC | $30.2M | 592,732 | Added |
| 20 | Sowa Financial Group, Inc. | $29.9M | 587,209 | Added |
| 21 | Marks Group Wealth Management, Inc | $29.7M | 582,267 | Added |
| 22 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28.5M | 559,528 | Added |
| 23 | Private Advisor Group, LLC | $27.2M | 533,671 | Added |
| 24 | Bucket List Wealth Management, LLC | $26.7M | 523,231 | Added |
| 25 | Aurdan Capital Management, LLC | $23.8M | 466,713 | Added |