| 1 | Aptus Capital Advisors, LLC | $219.4M | 5.6M | Trimmed |
| 2 | Integrated Wealth Concepts LLC | $91.2M | 2.3M | Added |
| 3 | Diversified Enterprises, LLC | $73.7M | 1.9M | Added |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | $60.7M | 1.5M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $38.5M | 975,399 | New |
| 6 | Corient Private Wealth LLC | $36.7M | 931,290 | Trimmed |
| 7 | BROGAN FINANCIAL, INC. | $32.2M | 817,618 | Added |
| 8 | Second Line Capital, LLC | $24.5M | 592,935 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $21.8M | 553,488 | Added |
| 10 | First Heartland Consultants, Inc. | $21.8M | 552,154 | Added |
| 11 | Park Place Capital Corp | $19.8M | 501,951 | Added |
| 12 | Waterloo Capital, L.P. | $18.3M | 463,754 | Trimmed |
| 13 | Signal Advisors Wealth, LLC | $10.8M | 273,404 | Added |
| 14 | Clarus Group, Inc. | $10.6M | 268,489 | Trimmed |
| 15 | United Advisor Group, LLC | $10.3M | 261,589 | Added |
| 16 | 6th Street Advisors, LLC | $9.3M | 234,841 | New |
| 17 | SWS Partners | $9.1M | 231,124 | Trimmed |
| 18 | Financial Guidance Group, Inc. | $6.6M | 166,592 | Added |
| 19 | Advisory Services Network, LLC | $6.4M | 162,683 | Trimmed |
| 20 | MBE Wealth Management, LLC | $5.6M | 141,097 | Trimmed |
| 21 | LPL Financial LLC | $5.5M | 139,059 | Trimmed |
| 22 | SILVER OAK SECURITIES, INCORPORATED | $4.3M | 109,519 | Trimmed |
| 23 | Prime Capital Investment Advisors, LLC | $3.5M | 87,817 | Added |
| 24 | RENASANT BANK | $3.2M | 82,322 | Trimmed |
| 25 | Independent Advisor Alliance | $3.2M | 82,269 | Added |