| 1 | Aptus Capital Advisors, LLC | $158.5M | 2.8M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $34.1M | 613,426 | Added |
| 3 | Bienville Capital Management, LLC | $29.6M | 531,073 | Added |
| 4 | Second Line Capital, LLC | $24.9M | 448,164 | Added |
| 5 | GUARDIAN WEALTH ADVISORS, LLC / NC | $23.6M | 423,537 | Added |
| 6 | Signal Advisors Wealth, LLC | $21.1M | 379,720 | Added |
| 7 | Park Place Capital Corp | $16.9M | 304,182 | Added |
| 8 | Waterloo Capital, L.P. | $14.0M | 250,954 | Trimmed |
| 9 | 6th Street Advisors, LLC | $11.9M | 214,664 | Trimmed |
| 10 | SILVER OAK SECURITIES, INCORPORATED | $5.8M | 105,066 | Added |
| 11 | MBE Wealth Management, LLC | $5.0M | 90,335 | Trimmed |
| 12 | Strong Retirement Solutions LLC | $4.5M | 81,107 | Added |
| 13 | Lord & Richards Wealth Management, LLC | $4.1M | 74,000 | Added |
| 14 | MARIPAU WEALTH MANAGEMENT LLC | $3.4M | 61,187 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.2M | 57,061 | Trimmed |
| 16 | Tailwinds Wealth, LLC | $3.1M | 56,363 | New |
| 17 | Capital Investment Advisory Services, LLC | $3.0M | 53,727 | Added |
| 18 | RENASANT BANK | $2.5M | 45,706 | Added |
| 19 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $2.4M | 42,664 | Added |
| 20 | Regal Investment Advisors LLC | $2.2M | 39,897 | Added |
| 21 | Integrated Wealth Concepts LLC | $2.1M | 37,304 | Added |
| 22 | Cushing Capital Partners, LLC | $2.0M | 35,977 | Added |
| 23 | United Advisor Group, LLC | $1.6M | 29,430 | Added |
| 24 | Independent Advisor Alliance | $1.6M | 28,980 | Trimmed |
| 25 | Atria Investments, Inc | $1.5M | 26,626 | Added |