| 1 | Simplify Asset Management Inc. | $98.3M | 4.8M | Trimmed |
| 2 | Southern Farm Bureau Life Insurance | $60.7M | 3.0M | Hold |
| 3 | AE Wealth Management LLC | $41.6M | 2.0M | Added |
| 4 | Mid-American Wealth Advisory Group, Inc. | $30.7M | 1.5M | Added |
| 5 | Financial Enhancement Group LLC | $17.3M | 844,724 | Added |
| 6 | Ferguson Shapiro LLC | $10.8M | 530,665 | Trimmed |
| 7 | ALTFEST L J & CO INC | $10.5M | 513,278 | Trimmed |
| 8 | Heck Capital Advisors, LLC | $9.1M | 447,209 | Added |
| 9 | Encompass More Asset Management | $8.7M | 426,294 | New |
| 10 | Park Edge Advisors, LLC | $7.2M | 354,937 | Trimmed |
| 11 | Broussard Financial Group LLC | $7.1M | 349,430 | Trimmed |
| 12 | Aprio Wealth Management, LLC | $4.3M | 210,655 | Trimmed |
| 13 | Professional Financial Management, Inc. | $4.2M | 206,219 | Added |
| 14 | LifeWealth Investments, LLC | $3.5M | 170,572 | Added |
| 15 | Elevated Capital Advisors, LLC | $3.3M | 163,300 | Trimmed |
| 16 | B.O.S.S. Retirement Advisors, LLC | $2.9M | 139,720 | Added |
| 17 | PRINCIPAL SECURITIES, INC. | $2.8M | 135,797 | Trimmed |
| 18 | PRIVATE CLIENT SERVICES, LLC | $2.7M | 132,458 | Trimmed |
| 19 | Great Lakes Retirement, Inc. | $2.5M | 121,629 | Trimmed |
| 20 | Gladstone Institutional Advisory LLC | $2.0M | 100,272 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 88,568 | New |
| 22 | Aegis Wealth Management, Inc. | $1.5M | 74,953 | Added |
| 23 | Golden Reserve Retirement LLC | $1.2M | 58,630 | Added |
| 24 | Centennial Advisors, LLC | $1.2M | 57,089 | Added |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | $899,433 | 44,036 | Trimmed |