| 1 | Aptus Capital Advisors, LLC | $547.5M | 19.0M | Added |
| 2 | Integrated Wealth Concepts LLC | $333.8M | 11.6M | Added |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $132.9M | 4.6M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $62.0M | 2.2M | Added |
| 5 | KFG WEALTH MANAGEMENT, LLC | $57.2M | 2.0M | Added |
| 6 | Diversified Enterprises, LLC | $54.6M | 1.9M | Added |
| 7 | Corient Private Wealth LLC | $49.8M | 1.7M | Trimmed |
| 8 | Second Line Capital, LLC | $43.0M | 1.5M | Added |
| 9 | Compass Ion Advisors, LLC | $39.6M | 1.4M | Added |
| 10 | GERBER, LLC | $38.3M | 1.3M | Added |
| 11 | SevenBridge Financial Group, LLC | $37.5M | 1.3M | Added |
| 12 | Signal Advisors Wealth, LLC | $37.4M | 1.3M | Added |
| 13 | Clarus Group, Inc. | $35.7M | 1.2M | Trimmed |
| 14 | Brookstone Capital Management | $31.3M | 1.1M | Trimmed |
| 15 | First Heartland Consultants, Inc. | $31.2M | 1.1M | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $30.4M | 1.1M | Trimmed |
| 17 | BROGAN FINANCIAL, INC. | $29.3M | 1.0M | Added |
| 18 | Advisory Services Network, LLC | $24.8M | 863,980 | Added |
| 19 | Sunburst Financial Group, LLC | $24.0M | 834,456 | Added |
| 20 | Park Place Capital Corp | $22.4M | 779,088 | Added |
| 21 | 6th Street Advisors, LLC | $21.8M | 757,215 | Added |
| 22 | Waterloo Capital, L.P. | $21.4M | 744,188 | Added |
| 23 | LPL Financial LLC | $18.6M | 648,422 | Trimmed |
| 24 | TrueWealth Advisors, LLC | $13.6M | 472,862 | Added |
| 25 | Wealth Advisory Team LLC | $12.3M | 429,155 | Added |