| 1 | Simplify Asset Management Inc. | $98.3M | 4.8M | Trimmed |
| 2 | GenTrust, LLC | $67.5M | 3.3M | Added |
| 3 | Southern Farm Bureau Life Insurance | $60.7M | 3.0M | Hold |
| 4 | AE Wealth Management LLC | $41.6M | 2.0M | Added |
| 5 | HighTower Advisors, LLC | $34.9M | 1.7M | Added |
| 6 | Mid-American Wealth Advisory Group, Inc. | $30.7M | 1.5M | Added |
| 7 | Trek Financial, LLC | $25.5M | 1.2M | New |
| 8 | Ancora Advisors LLC | $20.4M | 996,922 | Added |
| 9 | Financial Enhancement Group LLC | $17.3M | 844,724 | Added |
| 10 | Lloyd Advisory Services, LLC. | $13.9M | 679,397 | Added |
| 11 | Ferguson Shapiro LLC | $10.8M | 530,665 | Trimmed |
| 12 | ALTFEST L J & CO INC | $10.5M | 513,278 | Trimmed |
| 13 | Heck Capital Advisors, LLC | $9.1M | 447,209 | Added |
| 14 | LPL Financial LLC | $8.8M | 431,936 | Trimmed |
| 15 | Encompass More Asset Management | $8.7M | 426,294 | New |
| 16 | Park Edge Advisors, LLC | $7.2M | 354,937 | Trimmed |
| 17 | Broussard Financial Group LLC | $7.1M | 349,430 | Trimmed |
| 18 | Authentikos Wealth Advisory, LLC | $5.4M | 262,798 | Added |
| 19 | CITADEL ADVISORS LLC | $4.7M | 231,454 | Added |
| 20 | Aprio Wealth Management, LLC | $4.3M | 210,655 | Trimmed |
| 21 | Professional Financial Management, Inc. | $4.2M | 206,219 | Added |
| 22 | HOLLENCREST CAPITAL MANAGEMENT | $4.1M | 201,303 | Hold |
| 23 | LifeWealth Investments, LLC | $3.5M | 170,572 | Added |
| 24 | Elevated Capital Advisors, LLC | $3.3M | 163,300 | Trimmed |
| 25 | Magnolia Private Wealth, LLC | $3.2M | 242,589 | Trimmed |