| 1 | Aptus Capital Advisors, LLC | $857.8M | 18.6M | Added |
| 2 | Integrated Wealth Concepts LLC | $521.2M | 11.3M | Added |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $209.6M | 4.5M | Added |
| 4 | Corient Private Wealth LLC | $113.9M | 2.5M | Trimmed |
| 5 | BROGAN FINANCIAL, INC. | $89.6M | 1.9M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $79.2M | 1.7M | Added |
| 7 | KFG WEALTH MANAGEMENT, LLC | $75.9M | 1.6M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $70.2M | 1.5M | Trimmed |
| 9 | Signal Advisors Wealth, LLC | $67.0M | 1.5M | Added |
| 10 | Second Line Capital, LLC | $59.6M | 1.3M | Added |
| 11 | First Heartland Consultants, Inc. | $53.4M | 1.2M | Added |
| 12 | Bienville Capital Management, LLC | $51.6M | 1.1M | Added |
| 13 | Sunburst Financial Group, LLC | $51.5M | 1.1M | Added |
| 14 | Advisory Services Network, LLC | $51.1M | 1.1M | Added |
| 15 | Park Place Capital Corp | $49.6M | 1.1M | Added |
| 16 | Clarus Group, Inc. | $48.8M | 1.1M | Trimmed |
| 17 | Diversified Enterprises, LLC | $45.7M | 990,184 | Trimmed |
| 18 | Waterloo Capital, L.P. | $34.3M | 742,913 | Trimmed |
| 19 | WELLS FARGO & COMPANY/MN | $31.3M | 677,328 | Added |
| 20 | 6th Street Advisors, LLC | $29.7M | 644,684 | Trimmed |
| 21 | Compass Ion Advisors, LLC | $28.5M | 618,393 | Trimmed |
| 22 | LPL Financial LLC | $21.5M | 465,715 | Trimmed |
| 23 | Purewater Capital LLC | $19.8M | 428,145 | Added |
| 24 | Wealth Advisory Team LLC | $19.2M | 416,378 | Added |
| 25 | United Advisor Group, LLC | $17.5M | 379,043 | Added |