| 1 | Jackson Wealth Management, LLC | $49.0M | 49.0M | Trimmed |
| 2 | Redwood Wealth Management Group, LLC | $22.3M | 22.3M | Added |
| 3 | STONEBRIDGE CAPITAL MANAGEMENT INC | $21.9M | 21.9M | Trimmed |
| 4 | Game Plan Financial Advisors, LLC | $12.3M | 12.3M | Added |
| 5 | Garton & Associates Financial Advisors LLC | $8.2M | 8.2M | Trimmed |
| 6 | Coastwise Capital Group, LLC | $7.5M | 7.5M | Added |
| 7 | Financial Gravity Asset Management, Inc. | $7.5M | 7.5M | Added |
| 8 | Trivant Custom Portfolio Group, LLC | $5.3M | 5.3M | New |
| 9 | Fortune Financial Group, Inc. | $3.3M | 3.3M | Added |
| 10 | Main Management LLC | $2.0M | 2.0M | Trimmed |
| 11 | Westside Investment Management, Inc. | $1.1M | 1.1M | Trimmed |
| 12 | Dale Q Rice Investment Management Ltd | $823,787 | 823,787 | Added |
| 13 | Lester Murray Antman dba SimplyRich | $683,000 | 683,773 | New |
| 14 | ITHAKA GROUP LLC | $520,852 | 520,852 | Added |
| 15 | PSI Advisors, LLC | $276,901 | 276,901 | New |
| 16 | Keystone Financial Group | $107,729 | 107,729 | New |
| 17 | RFP Financial Group LLC | $67,640 | 67,640 | Trimmed |
| 18 | Private Capital Advisors, Inc. | $28,471 | 28,471 | Added |
| 19 | Coston, McIsaac & Partners | $15,000 | 15,685 | Trimmed |
| 20 | RICHARDSON FINANCIAL SERVICES INC. | $11,890 | 11,890 | New |
| 21 | Financially Speaking Inc | $0 | 0 | Exited |
| 22 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 23 | CCM INVESTMENT ADVISERS LLC | $0 | 0 | Exited |