| 1 | Simplify Asset Management Inc. | $39.8M | 1.7M | Hold |
| 2 | AE Wealth Management LLC | $24.0M | 1.0M | Added |
| 3 | LPL Financial LLC | $21.7M | 925,508 | Added |
| 4 | PRINCIPAL SECURITIES, INC. | $14.2M | 608,397 | Added |
| 5 | Elevated Capital Advisors, LLC | $11.7M | 497,573 | Added |
| 6 | CAPTRUST FINANCIAL ADVISORS | $10.5M | 446,645 | Added |
| 7 | WEDBUSH SECURITIES INC | $8.9M | 380,116 | Added |
| 8 | RiverTree Advisors, LLC | $7.9M | 336,734 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 319,302 | Trimmed |
| 10 | Orion Porfolio Solutions, LLC | $6.0M | 257,395 | Added |
| 11 | Key Capital Management, INC | $5.7M | 243,255 | Added |
| 12 | Owen LaRue, LLC | $5.3M | 228,395 | Trimmed |
| 13 | LANE BROTHERS & CO INC | $4.1M | 175,178 | Added |
| 14 | HOWARD BAILEY SECURITIES, LLC | $4.1M | 174,639 | Added |
| 15 | B.O.S.S. Retirement Advisors, LLC | $3.4M | 145,512 | Added |
| 16 | Park Edge Advisors, LLC | $3.3M | 142,406 | Added |
| 17 | Fiduciary Alliance LLC | $3.2M | 135,512 | Added |
| 18 | FSA Advisors, Inc. | $3.2M | 135,402 | Added |
| 19 | Impact Partnership Wealth, LLC | $3.1M | 130,452 | Added |
| 20 | SteelPeak Wealth, LLC | $2.9M | 123,900 | Added |
| 21 | Encompass More Asset Management | $2.9M | 122,659 | Added |
| 22 | CreativeOne Wealth, LLC | $2.1M | 91,008 | Added |
| 23 | Reyes Financial Architecture, Inc. | $2.1M | 87,750 | Trimmed |
| 24 | Authentikos Wealth Advisory, LLC | $2.0M | 84,383 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $2.0M | 84,071 | Added |