| 1 | Integrated Wealth Concepts LLC | $176.1M | 4.2M | Added |
| 2 | Aptus Capital Advisors, LLC | $172.6M | 4.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $22.9M | 549,958 | Added |
| 4 | Second Line Capital, LLC | $21.5M | 516,098 | Added |
| 5 | GUARDIAN WEALTH ADVISORS, LLC / NC | $20.3M | 488,028 | Added |
| 6 | Park Place Capital Corp | $19.9M | 478,400 | Added |
| 7 | 6th Street Advisors, LLC | $13.0M | 311,082 | Trimmed |
| 8 | Waterloo Capital, L.P. | $12.8M | 307,808 | Added |
| 9 | Signal Advisors Wealth, LLC | $11.7M | 280,461 | Added |
| 10 | SILVER OAK SECURITIES, INCORPORATED | $6.1M | 146,411 | Added |
| 11 | MBE Wealth Management, LLC | $6.0M | 142,922 | Added |
| 12 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.7M | 89,103 | Added |
| 13 | Capital Investment Advisory Services, LLC | $3.4M | 81,477 | Added |
| 14 | Prime Capital Investment Advisors, LLC | $3.4M | 81,143 | Added |
| 15 | RENASANT BANK | $3.3M | 79,064 | Added |
| 16 | Atria Investments, Inc | $3.0M | 71,901 | Added |
| 17 | MARIPAU WEALTH MANAGEMENT LLC | $2.8M | 66,814 | Added |
| 18 | Tailwinds Wealth, LLC | $2.7M | 63,907 | New |
| 19 | Regal Investment Advisors LLC | $2.1M | 49,419 | Added |
| 20 | Second Half Financial Partners, LLC | $2.0M | 49,195 | Trimmed |
| 21 | Lord & Richards Wealth Management, LLC | $2.0M | 46,969 | Added |
| 22 | Cushing Capital Partners, LLC | $1.8M | 43,978 | Added |
| 23 | Independent Advisor Alliance | $1.5M | 34,945 | Trimmed |
| 24 | LPL Financial LLC | $944,832 | 22,688 | Added |
| 25 | RFG Advisory, LLC | $811,597 | 19,488 | Trimmed |