| 1 | Aptus Capital Advisors, LLC | $101.2M | 4.6M | Added |
| 2 | Second Line Capital, LLC | $19.9M | 899,234 | Added |
| 3 | Talon Private Wealth, LLC | $17.9M | 808,593 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $17.0M | 766,189 | New |
| 5 | Signal Advisors Wealth, LLC | $16.7M | 753,504 | Added |
| 6 | Integrated Wealth Concepts LLC | $16.5M | 745,196 | Added |
| 7 | Brookstone Capital Management | $14.8M | 666,014 | Added |
| 8 | GUARDIAN WEALTH ADVISORS, LLC / NC | $13.8M | 623,475 | Trimmed |
| 9 | Sunburst Financial Group, LLC | $12.1M | 546,108 | Added |
| 10 | SevenBridge Financial Group, LLC | $8.4M | 379,279 | Added |
| 11 | 6th Street Advisors, LLC | $5.9M | 266,314 | New |
| 12 | Park Place Capital Corp | $5.0M | 224,037 | Added |
| 13 | Uniting Wealth Partners, LLC | $4.2M | 189,543 | New |
| 14 | Waterloo Capital, L.P. | $4.2M | 189,835 | Added |
| 15 | Financial Guidance Group, Inc. | $3.8M | 170,726 | Added |
| 16 | Independent Advisor Alliance | $3.6M | 163,806 | Added |
| 17 | SILVER OAK SECURITIES, INCORPORATED | $3.5M | 158,501 | Trimmed |
| 18 | United Advisor Group, LLC | $3.3M | 150,963 | Added |
| 19 | Lord & Richards Wealth Management, LLC | $2.7M | 120,556 | Added |
| 20 | Cushing Capital Partners, LLC | $2.7M | 120,019 | Added |
| 21 | MBE Wealth Management, LLC | $2.6M | 116,304 | Trimmed |
| 22 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $2.6M | 116,194 | Added |
| 23 | Advisory Services Network, LLC | $2.3M | 104,168 | Added |
| 24 | Prime Capital Investment Advisors, LLC | $2.3M | 102,869 | Added |
| 25 | LPL Financial LLC | $2.2M | 100,158 | Trimmed |