| 1 | Aptus Capital Advisors, LLC | $48.3M | 1.8M | Added |
| 2 | 6th Street Advisors, LLC | $8.4M | 317,186 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 268,627 | New |
| 4 | Park Place Capital Corp | $6.9M | 260,689 | Added |
| 5 | Waterloo Capital, L.P. | $4.3M | 161,399 | Added |
| 6 | Compass Ion Advisors, LLC | $4.0M | 148,550 | Added |
| 7 | Integrated Wealth Concepts LLC | $3.7M | 140,561 | Added |
| 8 | SILVER OAK SECURITIES, INCORPORATED | $3.6M | 134,766 | Added |
| 9 | Prime Capital Investment Advisors, LLC | $3.1M | 116,336 | Added |
| 10 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $2.3M | 86,529 | Added |
| 11 | Regal Investment Advisors LLC | $1.6M | 59,745 | Added |
| 12 | Second Line Capital, LLC | $1.4M | 52,556 | Added |
| 13 | Second Half Financial Partners, LLC | $1.3M | 48,310 | Added |
| 14 | MBE Wealth Management, LLC | $1.3M | 47,803 | Added |
| 15 | Atria Investments, Inc | $1.0M | 39,294 | Added |
| 16 | RENASANT BANK | $933,455 | 35,094 | Added |
| 17 | JANE STREET GROUP, LLC | $852,568 | 32,053 | Added |
| 18 | Meridian Wealth Management, LLC | $754,233 | 28,356 | Added |
| 19 | Grant Street Asset Management, Inc. | $612,276 | 23,019 | Added |
| 20 | OSAIC HOLDINGS, INC. | $393,999 | 14,813 | Trimmed |
| 21 | Cushing Capital Partners, LLC | $322,562 | 12,127 | Added |
| 22 | Independent Advisor Alliance | $308,492 | 11,598 | New |
| 23 | United Advisor Group, LLC | $254,816 | 9,580 | New |
| 24 | HARBOUR INVESTMENTS, INC. | $60,193 | 2,263 | Added |
| 25 | Advisory Services Network, LLC | $58,969 | 2,217 | New |