| 1 | Aptus Capital Advisors, LLC | $58.0M | 2.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $18.6M | 658,604 | Added |
| 3 | Signal Advisors Wealth, LLC | $18.4M | 652,110 | Added |
| 4 | Park Place Capital Corp | $17.1M | 607,120 | Added |
| 5 | Waterloo Capital, L.P. | $11.9M | 421,963 | Added |
| 6 | 6th Street Advisors, LLC | $5.3M | 189,679 | Added |
| 7 | Financial Guidance Group, Inc. | $4.6M | 164,760 | Added |
| 8 | MARIPAU WEALTH MANAGEMENT LLC | $4.2M | 150,341 | Added |
| 9 | Tailwinds Wealth, LLC | $4.2M | 148,361 | New |
| 10 | Lord & Richards Wealth Management, LLC | $3.2M | 114,363 | Added |
| 11 | SILVER OAK SECURITIES, INCORPORATED | $2.9M | 101,647 | Added |
| 12 | MBE Wealth Management, LLC | $2.7M | 94,631 | Added |
| 13 | Second Line Capital, LLC | $2.6M | 92,867 | Trimmed |
| 14 | Cushing Capital Partners, LLC | $2.4M | 84,336 | Added |
| 15 | RENASANT BANK | $2.3M | 81,333 | Added |
| 16 | Capital Investment Advisory Services, LLC | $2.2M | 78,003 | Added |
| 17 | Regal Investment Advisors LLC | $1.4M | 50,690 | Added |
| 18 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $841,432 | 29,838 | Added |
| 19 | Atria Investments, Inc | $761,990 | 27,021 | Added |
| 20 | JANE STREET GROUP, LLC | $429,937 | 15,246 | Added |
| 21 | Strong Retirement Solutions LLC | $306,054 | 10,853 | Added |
| 22 | Advisory Services Network, LLC | $280,646 | 9,952 | Added |
| 23 | Independent Advisor Alliance | $266,998 | 9,468 | Added |
| 24 | Second Half Financial Partners, LLC | $206,621 | 7,327 | New |
| 25 | HARBOUR INVESTMENTS, INC. | $35,081 | 1,244 | Hold |