| 1 | Aptus Capital Advisors, LLC | $275.5M | 6.5M | Added |
| 2 | Integrated Wealth Concepts LLC | $153.5M | 3.6M | Added |
| 3 | Diversified Enterprises, LLC | $82.0M | 1.9M | Added |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | $65.9M | 1.6M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $44.0M | 1.0M | Added |
| 6 | BROGAN FINANCIAL, INC. | $34.7M | 821,442 | Added |
| 7 | Corient Private Wealth LLC | $32.4M | 768,521 | Trimmed |
| 8 | Second Line Capital, LLC | $25.9M | 613,038 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $22.9M | 542,322 | Trimmed |
| 10 | Park Place Capital Corp | $22.2M | 525,742 | Added |
| 11 | Waterloo Capital, L.P. | $19.3M | 457,187 | Trimmed |
| 12 | Signal Advisors Wealth, LLC | $15.6M | 369,268 | Added |
| 13 | First Heartland Consultants, Inc. | $14.3M | 340,127 | Trimmed |
| 14 | United Advisor Group, LLC | $11.6M | 274,828 | Added |
| 15 | Clarus Group, Inc. | $11.2M | 265,889 | Trimmed |
| 16 | 6th Street Advisors, LLC | $9.9M | 235,616 | Added |
| 17 | SWS Partners | $9.8M | 232,209 | Added |
| 18 | Advisory Services Network, LLC | $7.5M | 177,212 | Added |
| 19 | Financial Guidance Group, Inc. | $7.0M | 166,945 | Added |
| 20 | MBE Wealth Management, LLC | $6.0M | 142,463 | Added |
| 21 | LPL Financial LLC | $5.3M | 125,562 | Trimmed |
| 22 | SILVER OAK SECURITIES, INCORPORATED | $5.1M | 120,182 | Added |
| 23 | Prime Capital Investment Advisors, LLC | $4.3M | 101,940 | Added |
| 24 | Cushing Capital Partners, LLC | $3.6M | 86,299 | Added |
| 25 | RENASANT BANK | $3.6M | 85,426 | Added |