| 1 | Integrated Wealth Concepts LLC | $210.0M | 7.6M | Added |
| 2 | Aptus Capital Advisors, LLC | $208.9M | 7.6M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $48.5M | 1.8M | Added |
| 4 | Second Line Capital, LLC | $39.0M | 1.4M | Added |
| 5 | Park Place Capital Corp | $30.9M | 1.1M | Added |
| 6 | Waterloo Capital, L.P. | $26.2M | 952,040 | Trimmed |
| 7 | 6th Street Advisors, LLC | $15.6M | 567,413 | Added |
| 8 | SWS Partners | $14.7M | 535,902 | Trimmed |
| 9 | Signal Advisors Wealth, LLC | $12.2M | 443,080 | Added |
| 10 | MBE Wealth Management, LLC | $8.9M | 322,545 | Added |
| 11 | SILVER OAK SECURITIES, INCORPORATED | $7.6M | 276,649 | Added |
| 12 | Prime Capital Investment Advisors, LLC | $5.9M | 213,240 | Added |
| 13 | RENASANT BANK | $5.1M | 184,541 | Added |
| 14 | Capital Investment Advisory Services, LLC | $4.6M | 168,701 | Added |
| 15 | Regal Investment Advisors LLC | $3.6M | 129,318 | Added |
| 16 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.3M | 119,586 | Trimmed |
| 17 | Cushing Capital Partners, LLC | $3.3M | 118,389 | Added |
| 18 | MARIPAU WEALTH MANAGEMENT LLC | $2.8M | 101,148 | Added |
| 19 | Independent Advisor Alliance | $2.7M | 98,614 | Trimmed |
| 20 | Tailwinds Wealth, LLC | $2.6M | 95,619 | New |
| 21 | Atria Investments, Inc | $2.5M | 91,311 | Added |
| 22 | Lord & Richards Wealth Management, LLC | $2.0M | 71,657 | Added |
| 23 | Second Half Financial Partners, LLC | $1.9M | 69,594 | Trimmed |
| 24 | LPL Financial LLC | $973,101 | 35,405 | Added |
| 25 | RFG Advisory, LLC | $703,795 | 25,607 | Trimmed |