| 1 | Aptus Capital Advisors, LLC | $474.5M | 17.4M | Added |
| 2 | Integrated Wealth Concepts LLC | $202.1M | 7.4M | Added |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $123.2M | 4.5M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $56.2M | 2.1M | New |
| 5 | Corient Private Wealth LLC | $51.9M | 1.9M | Trimmed |
| 6 | KFG WEALTH MANAGEMENT, LLC | $51.8M | 1.9M | Added |
| 7 | Diversified Enterprises, LLC | $50.1M | 1.8M | Added |
| 8 | Second Line Capital, LLC | $41.7M | 1.5M | Added |
| 9 | Compass Ion Advisors, LLC | $37.4M | 1.4M | Trimmed |
| 10 | Talon Private Wealth, LLC | $37.2M | 1.4M | Trimmed |
| 11 | SevenBridge Financial Group, LLC | $35.4M | 1.2M | Added |
| 12 | GERBER, LLC | $35.1M | 1.3M | Added |
| 13 | Clarus Group, Inc. | $34.6M | 1.3M | Added |
| 14 | Brookstone Capital Management | $30.0M | 1.1M | Added |
| 15 | Signal Advisors Wealth, LLC | $29.5M | 1.1M | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $29.4M | 1.1M | Trimmed |
| 17 | BROGAN FINANCIAL, INC. | $27.5M | 1.0M | Added |
| 18 | First Heartland Consultants, Inc. | $27.0M | 988,042 | Added |
| 19 | Advisory Services Network, LLC | $23.1M | 845,481 | Added |
| 20 | Sunburst Financial Group, LLC | $21.1M | 772,229 | Added |
| 21 | Park Place Capital Corp | $20.7M | 757,078 | Added |
| 22 | 6th Street Advisors, LLC | $20.7M | 755,996 | New |
| 23 | Waterloo Capital, L.P. | $19.6M | 718,009 | Added |
| 24 | LPL Financial LLC | $18.2M | 665,301 | Trimmed |
| 25 | Bienville Capital Management, LLC | $17.1M | 624,636 | Added |