| 1 | NORRIS PERNE & FRENCH LLP/MI | $556.1M | 23.0M | New |
| 2 | SRH ADVISORS, LLC | $172.9M | 4.3M | Hold |
| 3 | AE Wealth Management LLC | $153.5M | 4.6M | Added |
| 4 | TrueMark Investments, LLC | $111.6M | 3.0M | Added |
| 5 | Weaver Consulting Group | $17.5M | 473,007 | Trimmed |
| 6 | Authentikos Wealth Advisory, LLC | $15.9M | 528,973 | Added |
| 7 | Whipplewood Advisors, LLC | $10.9M | 449,083 | New |
| 8 | Valtinson Bruner Financial Planning LLC | $7.7M | 187,538 | Trimmed |
| 9 | FSR Wealth Management Ltd. | $7.4M | 201,066 | Added |
| 10 | B.O.S.S. Retirement Advisors, LLC | $7.4M | 229,570 | Added |
| 11 | HOWARD BAILEY SECURITIES, LLC | $7.0M | 217,263 | Added |
| 12 | OLD MISSION CAPITAL LLC | $6.4M | 170,376 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 814,123 | Trimmed |
| 14 | Elevated Capital Advisors, LLC | $6.2M | 189,399 | Added |
| 15 | SMART Wealth LLC | $5.8M | 158,699 | Added |
| 16 | PARK AVENUE SECURITIES LLC | $5.1M | 646,686 | Trimmed |
| 17 | POM Investment Strategies, LLC | $4.6M | 128,645 | New |
| 18 | Great Lakes Retirement, Inc. | $4.1M | 146,651 | Added |
| 19 | Integrated Wealth Management | $3.9M | 112,021 | Added |
| 20 | FWG Investments, LLC. | $3.6M | 95,824 | Added |
| 21 | LifeWealth Investments, LLC | $3.0M | 87,423 | Added |
| 22 | Mid-American Wealth Advisory Group, Inc. | $2.8M | 77,609 | Hold |
| 23 | Capital Investment Advisory Services, LLC | $2.7M | 69,952 | Added |
| 24 | Outlook Wealth Advisors, LLC | $2.6M | 72,803 | Added |
| 25 | Waverly Advisors, LLC | $2.3M | 299,427 | Trimmed |