| 1 | Aptus Capital Advisors, LLC | $181.3M | 7.3M | Added |
| 2 | Integrated Wealth Concepts LLC | $111.5M | 4.5M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $41.3M | 1.7M | New |
| 4 | Second Line Capital, LLC | $37.2M | 1.4M | Added |
| 5 | Park Place Capital Corp | $27.0M | 1.1M | Added |
| 6 | Waterloo Capital, L.P. | $24.0M | 973,021 | Trimmed |
| 7 | 6th Street Advisors, LLC | $14.0M | 566,369 | New |
| 8 | SWS Partners | $13.5M | 546,125 | Added |
| 9 | Signal Advisors Wealth, LLC | $8.6M | 347,866 | Added |
| 10 | MBE Wealth Management, LLC | $8.0M | 322,521 | Trimmed |
| 11 | Independent Advisor Alliance | $7.3M | 294,489 | Added |
| 12 | SILVER OAK SECURITIES, INCORPORATED | $6.5M | 265,477 | Trimmed |
| 13 | Prime Capital Investment Advisors, LLC | $4.6M | 184,920 | Added |
| 14 | RENASANT BANK | $4.4M | 179,639 | Trimmed |
| 15 | Regal Investment Advisors LLC | $3.2M | 128,969 | Added |
| 16 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.1M | 125,607 | Added |
| 17 | Cushing Capital Partners, LLC | $2.8M | 111,715 | Trimmed |
| 18 | MARIPAU WEALTH MANAGEMENT LLC | $2.3M | 92,785 | Added |
| 19 | Atria Investments, Inc | $2.2M | 89,922 | Trimmed |
| 20 | Second Half Financial Partners, LLC | $1.8M | 72,395 | Added |
| 21 | Lord & Richards Wealth Management, LLC | $1.7M | 68,491 | Added |
| 22 | RFG Advisory, LLC | $1.2M | 47,681 | New |
| 23 | LPL Financial LLC | $824,868 | 33,436 | Trimmed |
| 24 | Talon Private Wealth, LLC | $773,682 | 31,361 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $553,116 | 22,420 | Trimmed |