| 1 | Simplify Asset Management Inc. | $42.5M | 2.1M | Hold |
| 2 | Gradient Investments LLC | $37.5M | 1.9M | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $27.2M | 1.4M | Added |
| 4 | Sowell Financial Services LLC | $24.6M | 1.2M | Added |
| 5 | AE Wealth Management LLC | $15.5M | 768,253 | Added |
| 6 | Private Advisor Group, LLC | $13.8M | 683,238 | New |
| 7 | WealthPlan Investment Management, LLC | $13.7M | 677,311 | Trimmed |
| 8 | Great Diamond Partners, LLC | $12.2M | 603,638 | Added |
| 9 | PRINCIPAL SECURITIES, INC. | $10.3M | 508,212 | Added |
| 10 | Brookwood Investment Group LLC | $9.6M | 475,325 | Added |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.5M | 420,950 | Trimmed |
| 12 | Park Edge Advisors, LLC | $8.4M | 418,122 | Added |
| 13 | Elevated Capital Advisors, LLC | $8.0M | 397,811 | Added |
| 14 | Financial Enhancement Group LLC | $6.0M | 297,216 | Added |
| 15 | Envestnet Portfolio Solutions, Inc. | $4.2M | 209,964 | Added |
| 16 | Key Capital Management, INC | $4.1M | 204,726 | Added |
| 17 | RiverTree Advisors, LLC | $3.8M | 188,474 | Added |
| 18 | EVOLUTION WEALTH MANAGEMENT INC. | $3.3M | 163,520 | Added |
| 19 | B.O.S.S. Retirement Advisors, LLC | $2.5M | 122,006 | Added |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 99,982 | Added |
| 21 | NBC SECURITIES, INC. | $1.7M | 81,991 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 74,432 | Added |
| 23 | GeoWealth Management, LLC | $1.4M | 69,076 | Added |
| 24 | SteelPeak Wealth, LLC | $1.4M | 67,654 | New |
| 25 | Financial Partners Group, Inc | $1.3M | 63,310 | Added |