| 1 | AMERICAN NATIONAL BANK & TRUST | $50.1M | 548,883 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $34.3M | 375,842 | Trimmed |
| 3 | Richard P Slaughter Associates Inc | $22.2M | 242,768 | Trimmed |
| 4 | Paul R. Ried Financial Group, LLC | $17.5M | 191,659 | Added |
| 5 | Financial Architects, LLC | $16.2M | 177,580 | Added |
| 6 | IFP Advisors, Inc | $15.9M | 174,206 | Added |
| 7 | High Probability Advisors, LLC | $15.4M | 169,229 | Added |
| 8 | Duncan Williams Asset Management, LLC | $14.4M | 157,612 | Added |
| 9 | Heck Capital Advisors, LLC | $14.0M | 153,051 | Trimmed |
| 10 | 1900 WEALTH MANAGEMENT LLC | $11.9M | 129,983 | Trimmed |
| 11 | Great Lakes Retirement, Inc. | $10.9M | 119,712 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 118,791 | Trimmed |
| 13 | PRINCIPAL SECURITIES, INC. | $10.3M | 112,724 | Added |
| 14 | STEPHENS INC /AR/ | $8.4M | 91,955 | Added |
| 15 | Ducere Wealth Management LLC | $7.0M | 76,174 | New |
| 16 | Envestnet Portfolio Solutions, Inc. | $6.8M | 74,219 | Added |
| 17 | Linscomb Wealth, Inc. | $6.3M | 69,158 | Trimmed |
| 18 | Westwind Capital | $5.9M | 64,231 | Added |
| 19 | Curated Wealth Partners LLC | $5.2M | 1.6M | New |
| 20 | Northwest Wealth Advisors, LLC | $5.1M | 55,544 | Added |
| 21 | CoreCap Advisors, LLC | $4.2M | 46,197 | Added |
| 22 | CENTRAL TRUST Co | $3.8M | 41,976 | Added |
| 23 | Sowell Financial Services LLC | $2.6M | 28,249 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 20,283 | Trimmed |
| 25 | Syntegra Private Wealth Group, LLC | $1.6M | 17,979 | Added |