| 1 | Bison Wealth, LLC | $115.9M | 2.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 303,398 | Added |
| 3 | NEW WAVE WEALTH ADVISORS LLC | $8.2M | 144,200 | New |
| 4 | Legacy Private Trust Co. | $3.6M | 63,645 | Trimmed |
| 5 | Johnson & White Wealth Management, LLC | $2.1M | 37,892 | Added |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $2.1M | 36,489 | Trimmed |
| 7 | Apollon Wealth Management, LLC | $2.0M | 35,050 | Added |
| 8 | MILESTONE ASSET MANAGEMENT, LLC | $1.4M | 25,133 | New |
| 9 | CAP Partners, LLC | $876,205 | 15,478 | New |
| 10 | NBC SECURITIES, INC. | $784,501 | 13,858 | Added |
| 11 | Wealthcare Advisory Partners LLC | $720,050 | 12,719 | New |
| 12 | PFG Investments, LLC | $697,222 | 12,316 | New |
| 13 | Oasis Advisors, LLC | $574,146 | 10,142 | New |
| 14 | Waterloo Capital, L.P. | $571,043 | 10,087 | Added |
| 15 | RiverFront Investment Group, LLC | $400,063 | 7,067 | Added |
| 16 | REAP Financial Group, LLC | $397,642 | 7,024 | Trimmed |
| 17 | AE Wealth Management LLC | $384,552 | 6,793 | Trimmed |
| 18 | True Link Financial Advisors, LLC | $266,860 | 4,714 | New |
| 19 | QTR Family Wealth, LLC | $254,953 | 4,504 | Trimmed |
| 20 | Beaird Harris Wealth Management, LLC | $125,618 | 2,219 | Hold |
| 21 | TSFG, LLC | $30,000 | 526 | New |
| 22 | Triumph Capital Management | $20,429 | 361 | New |
| 23 | SALEM INVESTMENT COUNSELORS INC | $5,661 | 100 | New |
| 24 | Noble Wealth Management PBC | $0 | 0 | Exited |
| 25 | Modera Wealth Management, LLC | $0 | 0 | Exited |