| 1 | Aptus Capital Advisors, LLC | $137.3M | 3.8M | Added |
| 2 | Integrated Wealth Concepts LLC | $92.2M | 2.6M | Added |
| 3 | Second Line Capital, LLC | $19.9M | 497,908 | Added |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | $17.3M | 479,540 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 475,804 | New |
| 6 | Park Place Capital Corp | $16.5M | 458,785 | Added |
| 7 | 6th Street Advisors, LLC | $11.4M | 315,533 | New |
| 8 | Waterloo Capital, L.P. | $7.8M | 216,432 | Added |
| 9 | Signal Advisors Wealth, LLC | $7.5M | 208,041 | Added |
| 10 | MBE Wealth Management, LLC | $5.1M | 141,970 | Added |
| 11 | SILVER OAK SECURITIES, INCORPORATED | $5.1M | 140,803 | Added |
| 12 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $2.8M | 77,618 | Added |
| 13 | Independent Advisor Alliance | $2.8M | 77,199 | Added |
| 14 | RENASANT BANK | $2.7M | 76,199 | Added |
| 15 | Atria Investments, Inc | $2.6M | 71,337 | Added |
| 16 | Prime Capital Investment Advisors, LLC | $2.5M | 68,978 | Added |
| 17 | MARIPAU WEALTH MANAGEMENT LLC | $2.2M | 60,657 | Added |
| 18 | Second Half Financial Partners, LLC | $1.9M | 52,084 | Added |
| 19 | Regal Investment Advisors LLC | $1.8M | 49,282 | Added |
| 20 | Lord & Richards Wealth Management, LLC | $1.6M | 45,083 | Added |
| 21 | Cushing Capital Partners, LLC | $1.5M | 41,193 | Added |
| 22 | RFG Advisory, LLC | $1.3M | 37,149 | New |
| 23 | LPL Financial LLC | $773,589 | 21,453 | Trimmed |
| 24 | JANE STREET GROUP, LLC | $479,562 | 13,299 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $268,927 | 7,458 | Trimmed |