| 1 | Trilogy Capital Inc. | $118.6M | 161,002 | Trimmed |
| 2 | CoreCap Advisors, LLC | $78.4M | 106,411 | Added |
| 3 | Cooper Financial Group | $58.4M | 79,322 | Added |
| 4 | Kozak & Associates, Inc. | $46.1M | 63,600 | Trimmed |
| 5 | First Heartland Consultants, Inc. | $45.0M | 61,101 | Added |
| 6 | Dynamic Advisor Solutions LLC | $43.8M | 59,533 | Trimmed |
| 7 | Silverleafe Capital Partners, LLC | $39.7M | 53,907 | Added |
| 8 | Diesslin Group, Inc. | $38.8M | 52,745 | Added |
| 9 | KWMG, LLC | $36.8M | 50,025 | Added |
| 10 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $36.7M | 49,874 | Trimmed |
| 11 | Valeo Financial Advisors, LLC | $31.6M | 43,074 | Added |
| 12 | Shulman DeMeo Asset Management LLC | $31.2M | 42,319 | Trimmed |
| 13 | Foster Group, Inc. | $30.5M | 41,407 | Added |
| 14 | Cedar Mountain Advisors, LLC | $29.4M | 39,980 | Added |
| 15 | Apella Capital, LLC | $28.6M | 40,317 | Added |
| 16 | Green Ridge Wealth Planning LLC | $28.1M | 38,107 | Added |
| 17 | Platt Investment Counsel, LLC | $27.0M | 36,623 | Trimmed |
| 18 | Trinity Wealth Management, LLC | $24.1M | 32,722 | Trimmed |
| 19 | Bison Wealth, LLC | $23.5M | 32,538 | Added |
| 20 | David J Yvars Group | $22.9M | 31,042 | Trimmed |
| 21 | Global Wealth Strategies & Associates | $21.8M | 29,671 | Added |
| 22 | Financial Enhancement Group LLC | $21.7M | 29,534 | Trimmed |
| 23 | Ryan Investment Management, Inc. | $20.4M | 27,684 | New |
| 24 | jvl associates llc | $19.0M | 25,736 | Trimmed |
| 25 | Mechanics Bank Trust Department | $18.4M | 25,040 | Trimmed |