| 1 | Game Plan Financial Advisors, LLC | $13.7M | 13.7M | Added |
| 2 | Jackson Wealth Management, LLC | $9.5M | 9.5M | Trimmed |
| 3 | Financial Gravity Companies, Inc. | $6.3M | 6.3M | Trimmed |
| 4 | Vermillion Wealth Management, Inc. | $2.6M | 2.6M | New |
| 5 | Main Management LLC | $2.0M | 2.0M | Trimmed |
| 6 | Fortune Financial Group, Inc. | $1.9M | 1.9M | Trimmed |
| 7 | Westside Investment Management, Inc. | $1.4M | 1.4M | Added |
| 8 | ITHAKA GROUP LLC | $525,371 | 525,371 | Added |
| 9 | Wealthspire Advisors, LLC | $448,575 | 448,575 | New |
| 10 | Point Nemo Capital, LLC | $410,313 | 410,313 | New |
| 11 | Park Place Capital Corp | $386,986 | 386,986 | New |
| 12 | RFP Financial Group LLC | $178,441 | 178,441 | Added |
| 13 | Keystone Financial Group | $108,353 | 108,353 | Added |
| 14 | Private Capital Advisors, Inc. | $28,641 | 28,641 | Added |
| 15 | Coston, McIsaac & Partners | $17,000 | 18,630 | Added |
| 16 | Aurora Investment Managers, LLC. | $11,000 | 11,000 | New |
| 17 | NBT BANK N A /NY | $2,000 | 2,000 | New |
| 18 | Lester Murray Antman dba SimplyRich | $0 | 0 | Exited |
| 19 | PSI Advisors, LLC | $0 | 0 | Exited |
| 20 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
| 21 | RICHARDSON FINANCIAL SERVICES INC. | $0 | 0 | Exited |
| 22 | Dale Q Rice Investment Management Ltd | $0 | 0 | Exited |
| 23 | STONEBRIDGE CAPITAL MANAGEMENT INC | $0 | 0 | Exited |
| 24 | Trivant Custom Portfolio Group, LLC | $0 | 0 | Exited |
| 25 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |