| 1 | Aptus Capital Advisors, LLC | $135.2M | 2.7M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $28.7M | 579,957 | New |
| 3 | Second Line Capital, LLC | $23.6M | 437,300 | Trimmed |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | $20.5M | 414,364 | Added |
| 5 | Signal Advisors Wealth, LLC | $15.3M | 308,735 | Added |
| 6 | Park Place Capital Corp | $14.5M | 293,423 | Added |
| 7 | Waterloo Capital, L.P. | $12.8M | 258,743 | Trimmed |
| 8 | 6th Street Advisors, LLC | $10.6M | 214,989 | New |
| 9 | Bienville Capital Management, LLC | $8.0M | 161,387 | Trimmed |
| 10 | SILVER OAK SECURITIES, INCORPORATED | $4.9M | 100,030 | Trimmed |
| 11 | MBE Wealth Management, LLC | $4.5M | 91,019 | Trimmed |
| 12 | Strong Retirement Solutions LLC | $3.9M | 77,935 | Trimmed |
| 13 | Lord & Richards Wealth Management, LLC | $3.5M | 71,648 | Added |
| 14 | Independent Advisor Alliance | $3.1M | 63,126 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.9M | 57,863 | Added |
| 16 | MARIPAU WEALTH MANAGEMENT LLC | $2.7M | 53,799 | Added |
| 17 | RENASANT BANK | $2.2M | 44,529 | Trimmed |
| 18 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $2.1M | 42,321 | Added |
| 19 | Regal Investment Advisors LLC | $2.0M | 39,615 | Added |
| 20 | Integrated Wealth Concepts LLC | $1.7M | 35,125 | Added |
| 21 | Cushing Capital Partners, LLC | $1.7M | 33,800 | Added |
| 22 | United Advisor Group, LLC | $1.4M | 28,546 | Added |
| 23 | LPL Financial LLC | $1.3M | 27,200 | Trimmed |
| 24 | Atria Investments, Inc | $1.3M | 26,156 | Trimmed |
| 25 | Foundations Investment Advisors, LLC | $1.3M | 26,025 | Added |