| 1 | Simplify Asset Management Inc. | $39.8M | 1.7M | Hold |
| 2 | AE Wealth Management LLC | $24.0M | 1.0M | Added |
| 3 | PRINCIPAL SECURITIES, INC. | $14.2M | 608,397 | Added |
| 4 | Elevated Capital Advisors, LLC | $11.7M | 497,573 | Added |
| 5 | WEDBUSH SECURITIES INC | $8.9M | 380,116 | Added |
| 6 | RiverTree Advisors, LLC | $7.9M | 336,734 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 319,302 | Trimmed |
| 8 | Key Capital Management, INC | $5.7M | 243,255 | Added |
| 9 | Owen LaRue, LLC | $5.3M | 228,395 | Trimmed |
| 10 | B.O.S.S. Retirement Advisors, LLC | $3.4M | 145,512 | Added |
| 11 | Park Edge Advisors, LLC | $3.3M | 142,406 | Added |
| 12 | Fiduciary Alliance LLC | $3.2M | 135,512 | Added |
| 13 | Impact Partnership Wealth, LLC | $3.1M | 130,452 | Added |
| 14 | SteelPeak Wealth, LLC | $2.9M | 123,900 | Added |
| 15 | Encompass More Asset Management | $2.9M | 122,659 | Added |
| 16 | Reyes Financial Architecture, Inc. | $2.1M | 87,750 | Trimmed |
| 17 | GK Wealth Management LLC | $1.9M | 79,699 | New |
| 18 | Beacon Capital Management, LLC | $1.7M | 73,671 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 61,438 | Added |
| 20 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $1.4M | 58,076 | New |
| 21 | Cambridge Advisors Inc. | $1.3M | 53,854 | Added |
| 22 | Networth Advisors, LLC | $1.2M | 52,584 | Added |
| 23 | Mosley Wealth Management | $1.1M | 47,333 | Added |
| 24 | Redhawk Wealth Advisors, Inc. | $1.0M | 43,764 | Added |
| 25 | Brookwood Investment Group LLC | $1.0M | 43,370 | Trimmed |