| 1 | Arrow Financial Corp | $21.0M | 501,273 | Added |
| 2 | Members Advisory Group LLC | $20.1M | 480,790 | Added |
| 3 | HENGEHOLD CAPITAL MANAGEMENT LLC | $8.8M | 209,235 | Added |
| 4 | Avid Wealth Partners LLC | $8.0M | 190,962 | New |
| 5 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.2M | 124,234 | Added |
| 6 | San Luis Wealth Advisors LLC | $4.5M | 106,857 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 100,949 | Added |
| 8 | Torrey-Payne Wealth Management, LLC | $3.4M | 80,411 | Added |
| 9 | Kestra Advisory Services, LLC | $3.4M | 80,215 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $2.7M | 65,556 | Added |
| 11 | IAM Advisory, LLC | $2.3M | 53,763 | Added |
| 12 | CHANNEL WEALTH LLC | $2.2M | 51,698 | New |
| 13 | TRUIST FINANCIAL CORP | $2.0M | 47,202 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 46,048 | Trimmed |
| 15 | MGO ONE SEVEN LLC | $1.8M | 42,053 | New |
| 16 | Outlook Wealth Advisors, LLC | $1.7M | 41,750 | Trimmed |
| 17 | Teamwork Financial Advisors, LLC | $1.7M | 41,436 | Added |
| 18 | Brookstone Capital Management | $1.6M | 39,068 | Added |
| 19 | Old Port Advisors | $1.6M | 37,178 | New |
| 20 | PINNACLE ASSOCIATES LTD | $1.5M | 36,233 | Added |
| 21 | Unique Wealth Strategies, LLC | $1.4M | 34,287 | Trimmed |
| 22 | PCG Wealth Advisors, LLC | $1.3M | 30,407 | Added |
| 23 | Apollon Wealth Management, LLC | $1.1M | 26,922 | Added |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $693,321 | 16,551 | New |
| 25 | WEDBUSH SECURITIES INC | $650,000 | 15,510 | New |