| 1 | Simplify Asset Management Inc. | $42.9M | 2.1M | Added |
| 2 | WCG Wealth Advisors LLC | $38.0M | 1.9M | New |
| 3 | Sowell Financial Services LLC | $24.4M | 1.2M | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $24.4M | 1.2M | Added |
| 5 | LPL Financial LLC | $16.4M | 807,669 | Added |
| 6 | WealthPlan Investment Management, LLC | $14.6M | 718,613 | Added |
| 7 | AE Wealth Management LLC | $14.3M | 703,684 | Trimmed |
| 8 | Stadion Money Management, LLC | $14.0M | 687,642 | Added |
| 9 | Great Diamond Partners, LLC | $11.6M | 569,038 | Added |
| 10 | Brookwood Investment Group LLC | $9.5M | 468,796 | Added |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.6M | 423,120 | Added |
| 12 | OSAIC HOLDINGS, INC. | $8.5M | 419,351 | Trimmed |
| 13 | Park Edge Advisors, LLC | $8.3M | 410,019 | Added |
| 14 | PRINCIPAL SECURITIES, INC. | $8.2M | 405,197 | Added |
| 15 | Elevated Capital Advisors, LLC | $7.2M | 351,530 | Added |
| 16 | Financial Enhancement Group LLC | $5.9M | 284,674 | Trimmed |
| 17 | Envestnet Portfolio Solutions, Inc. | $3.9M | 191,098 | Added |
| 18 | Key Capital Management, INC | $3.8M | 186,376 | Added |
| 19 | RiverTree Advisors, LLC | $3.2M | 156,859 | New |
| 20 | IFS Group,LLC | $2.8M | 139,748 | Added |
| 21 | HOWARD BAILEY SECURITIES, LLC | $2.8M | 139,538 | Added |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | $2.8M | 136,124 | Added |
| 23 | Orion Porfolio Solutions, LLC | $2.7M | 134,159 | Added |
| 24 | B.O.S.S. Retirement Advisors, LLC | $2.3M | 112,296 | Added |
| 25 | FSA Advisors, Inc. | $2.0M | 97,369 | Added |