| 1 | Simplify Asset Management Inc. | $116.7M | 5.5M | New |
| 2 | GenTrust, LLC | $60.8M | 2.9M | New |
| 3 | Ferguson Shapiro LLC | $49.1M | 2.3M | Added |
| 4 | AE Wealth Management LLC | $40.5M | 1.9M | Added |
| 5 | Mid-American Wealth Advisory Group, Inc. | $25.0M | 1.1M | Hold |
| 6 | HighTower Advisors, LLC | $24.9M | 1.2M | Added |
| 7 | Ancora Advisors LLC | $20.9M | 990,249 | Added |
| 8 | LPL Financial LLC | $16.1M | 765,074 | Trimmed |
| 9 | Insight Wealth Strategies, LLC | $14.1M | 666,189 | Added |
| 10 | ALTFEST L J & CO INC | $14.0M | 663,501 | Trimmed |
| 11 | Financial Enhancement Group LLC | $13.5M | 633,652 | Added |
| 12 | Heck Capital Advisors, LLC | $9.0M | 428,759 | Added |
| 13 | Park Edge Advisors, LLC | $8.0M | 380,176 | Trimmed |
| 14 | Broussard Financial Group LLC | $7.9M | 372,250 | Added |
| 15 | Authentikos Wealth Advisory, LLC | $5.3M | 249,065 | Added |
| 16 | Aprio Wealth Management, LLC | $4.9M | 233,128 | Trimmed |
| 17 | Magnolia Private Wealth, LLC | $4.5M | 298,645 | Added |
| 18 | HOLLENCREST CAPITAL MANAGEMENT | $4.2M | 201,303 | Trimmed |
| 19 | PRIVATE CLIENT SERVICES, LLC | $4.2M | 199,112 | Trimmed |
| 20 | Professional Financial Management, Inc. | $4.2M | 198,092 | Added |
| 21 | Elevated Capital Advisors, LLC | $3.5M | 165,802 | Added |
| 22 | LifeWealth Investments, LLC | $3.4M | 163,258 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $3.2M | 152,411 | Added |
| 24 | HOWARD BAILEY SECURITIES, LLC | $3.1M | 148,154 | Trimmed |
| 25 | B.O.S.S. Retirement Advisors, LLC | $2.9M | 135,491 | Trimmed |