| 1 | Aptus Capital Advisors, LLC | $682.3M | 16.3M | Added |
| 2 | Integrated Wealth Concepts LLC | $329.7M | 7.9M | Added |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $187.7M | 4.5M | Added |
| 4 | Corient Private Wealth LLC | $117.6M | 2.8M | Trimmed |
| 5 | BROGAN FINANCIAL, INC. | $81.7M | 1.9M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $69.1M | 1.6M | Added |
| 7 | KFG WEALTH MANAGEMENT, LLC | $66.4M | 1.6M | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $63.8M | 1.5M | Added |
| 9 | Second Line Capital, LLC | $57.3M | 1.3M | Added |
| 10 | Signal Advisors Wealth, LLC | $50.4M | 1.2M | Added |
| 11 | First Heartland Consultants, Inc. | $46.0M | 1.1M | Added |
| 12 | Clarus Group, Inc. | $45.2M | 1.1M | Trimmed |
| 13 | Sunburst Financial Group, LLC | $44.9M | 1.1M | Added |
| 14 | Advisory Services Network, LLC | $44.5M | 1.1M | Added |
| 15 | Park Place Capital Corp | $43.3M | 1.0M | Trimmed |
| 16 | Bienville Capital Management, LLC | $43.2M | 1.0M | Added |
| 17 | Diversified Enterprises, LLC | $42.0M | 1.0M | Added |
| 18 | Waterloo Capital, L.P. | $32.0M | 762,012 | Added |
| 19 | 6th Street Advisors, LLC | $27.2M | 648,238 | New |
| 20 | WELLS FARGO & COMPANY/MN | $27.0M | 644,305 | Trimmed |
| 21 | Compass Ion Advisors, LLC | $26.2M | 624,355 | Added |
| 22 | LPL Financial LLC | $20.8M | 496,727 | Trimmed |
| 23 | MAI Capital Management | $15.9M | 379,953 | Trimmed |
| 24 | United Advisor Group, LLC | $15.3M | 364,503 | Added |
| 25 | Uniting Wealth Partners, LLC | $13.8M | 329,385 | New |