| Aptus Capital Advisors, LLC |
| 3.75% | 3.73% | #14 | $547.5M | 19.0M | $474.5M | 17.4M | +1.7M+9.67% | Add |
| Integrated Wealth Concepts LLC |
| 1.64% | 1.61% | #29 | $333.8M | 11.6M | $202.1M | 7.4M | +4.2M+57.00% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 7.46% | 7.76% | #8 | $132.9M | 4.6M | $123.2M | 4.5M | +113,199+2.51% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.02% | #61 | $62.0M | 2.2M | $56.2M | 2.1M | +100,252+4.88% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 6.46% | 6.69% | #10 | $57.2M | 2.0M | $51.8M | 1.9M | +94,404+4.98% | Add |
| Diversified Enterprises, LLC |
| 2.64% | 2.74% | #20 | $54.6M | 1.9M | $50.1M | 1.8M | +66,878+3.65% | Add |
| Corient Private Wealth LLC |
| 0.04% | 0.07% | #55 | $49.8M | 1.7M | $51.9M | 1.9M | -167,139-8.80% | Reduce |
| Second Line Capital, LLC |
| 8.01% | 7.9% | #7 | $43.0M | 1.5M | $41.7M | 1.5M | +33,044+2.26% | Add |
| Compass Ion Advisors, LLC |
| 3.41% | 3.56% | #16 | $39.6M | 1.4M | $37.4M | 1.4M | +9,926+0.73% | Add |
| GERBER, LLC |
| 17.99% | 19.57% | #1 | $38.3M | 1.3M | $35.1M | 1.3M | +47,872+3.73% | Add |
| SevenBridge Financial Group, LLC |
| 5.34% | 5.54% | #12 | $37.5M | 1.3M | $35.4M | 1.2M | +56,735+4.59% | Add |
| Signal Advisors Wealth, LLC |
| 1.89% | 2.02% | #27 | $37.4M | 1.3M | $29.5M | 1.1M | +224,962+20.88% | Add |
| Clarus Group, Inc. |
| 12.11% | 12.4% | #3 | $35.7M | 1.2M | $34.6M | 1.3M | -22,292-1.76% | Reduce |
| Brookstone Capital Management |
| 0.31% | 0.34% | #40 | $31.3M | 1.1M | $30.0M | 1.1M | -10,625-0.97% | Reduce |
| First Heartland Consultants, Inc. |
| 2.02% | 2.07% | #26 | $31.2M | 1.1M | $27.0M | 988,042 | +97,717+9.89% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #67 | $30.4M | 1.1M | $29.4M | 1.1M | -19,498-1.81% | Reduce |
| BROGAN FINANCIAL, INC. |
| 11.73% | 12.1% | #4 | $29.3M | 1.0M | $27.5M | 1.0M | +11,711+1.16% | Add |
| Advisory Services Network, LLC |
| 0.28% | 0.31% | #41 | $24.8M | 863,980 | $23.1M | 845,481 | +18,499+2.19% | Add |
| Sunburst Financial Group, LLC |
| 3.89% | 3.89% | #13 | $24.0M | 834,456 | $21.1M | 772,229 | +62,227+8.06% | Add |
| Park Place Capital Corp |
| 3.36% | 4.15% | #17 | $22.4M | 779,088 | $20.7M | 757,078 | +22,010+2.91% | Add |
| 6th Street Advisors, LLC |
| 12.51% | 13% | #2 | $21.8M | 757,215 | $20.7M | 755,996 | +1,219+0.16% | Add |
| Waterloo Capital, L.P. |
| 1.2% | 1.38% | #33 | $21.4M | 744,188 | $19.6M | 718,009 | +26,179+3.65% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #72 | $18.6M | 648,422 | $18.2M | 665,301 | -16,879-2.54% | Reduce |
| TrueWealth Advisors, LLC |
| 3.06% | 3.22% | #18 | $13.6M | 472,862 | $12.8M | 468,957 | +3,905+0.83% | Add |
| Wealth Advisory Team LLC |
| 10.03% | — | #5 | $12.3M | 429,155 | $0 | 0 | +429,155 | New Buy |
| Purewater Capital LLC |
| 8.72% | 8.68% | #6 | $12.1M | 420,288 | $9.1M | 332,857 | +87,431+26.27% | Add |
| Bienville Capital Management, LLC |
| 1.48% | 3.1% | #31 | $11.1M | 385,769 | $17.1M | 624,636 | -238,867-38.24% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.66% | 0.71% | #37 | $10.8M | 377,229 | $9.8M | 357,023 | +20,206+5.66% | Add |
| Wealthcare Advisory Partners LLC |
| 0.19% | 0.19% | #44 | $9.8M | 341,944 | $10.0M | 364,388 | -22,444-6.16% | Reduce |
| Cushing Capital Partners, LLC |
| 6.44% | 6.34% | #11 | $9.3M | 325,072 | $8.2M | 301,634 | +23,438+7.77% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.09% | 0.08% | #49 | $9.2M | 320,306 | $7.0M | 256,154 | +64,152+25.04% | Add |
| United Advisor Group, LLC |
| 0.94% | 0.99% | #35 | $8.9M | 309,386 | $8.1M | 294,683 | +14,703+4.99% | Add |
| Lord & Richards Wealth Management, LLC |
| 6.72% | 6.88% | #9 | $8.6M | 298,491 | $7.8M | 286,935 | +11,556+4.03% | Add |
| MBE Wealth Management, LLC |
| 2.93% | 3.32% | #19 | $8.3M | 289,902 | $8.0M | 292,208 | -2,306-0.79% | Reduce |
| EdgeRock Capital LLC |
| 1.81% | 1.94% | #28 | $7.8M | 272,049 | $7.2M | 262,098 | +9,951+3.80% | Add |
| Financial Guidance Group, Inc. |
| 2.59% | 2.73% | #21 | $6.9M | 241,104 | $6.8M | 249,004 | -7,900-3.17% | Reduce |
| MARIPAU WEALTH MANAGEMENT LLC |
| 2.18% | 2.44% | #23 | $6.1M | 211,055 | $5.5M | 203,026 | +8,029+3.95% | Add |
| Tailwinds Wealth, LLC |
| 3.46% | — | #15 | $5.9M | 203,643 | $0 | 0 | +203,643 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.34% | <0.01% | #38 | $5.6M | 193,456 | $26,073 | 954 | +192,502+20,178.41% | Add |
| SWS Partners |
| 1.18% | 1.29% | #34 | $5.5M | 190,686 | $5.2M | 191,133 | -447-0.23% | Reduce |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 2.18% | 1.94% | #24 | $5.0M | 175,621 | $4.6M | 168,746 | +6,875+4.07% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | — | #69 | $4.7M | 162,415 | $0 | 0 | +162,415 | New Buy |
| Mendel Money Management |
| 1.63% | 1.49% | #30 | $4.4M | 154,633 | $3.5M | 129,870 | +24,763+19.07% | Add |
| Uniting Wealth Partners, LLC |
| 0.84% | 2.48% | #36 | $4.1M | 144,002 | $11.7M | 425,551 | -281,549-66.16% | Reduce |
| Code Waechter LLC |
| 2.05% | 2.05% | #25 | $4.0M | 137,928 | $3.4M | 126,071 | +11,857+9.41% | Add |
| Regal Investment Advisors LLC |
| 0.2% | 0.21% | #43 | $3.8M | 133,212 | $3.6M | 132,649 | +563+0.42% | Add |
| Renasant Bank |
| 2.29% | 2.33% | #22 | $3.6M | 123,703 | $3.3M | 120,336 | +3,367+2.80% | Add |
| Second Half Financial Partners, LLC |
| 1.38% | 1.46% | #32 | $3.4M | 116,967 | $3.2M | 118,347 | -1,380-1.17% | Reduce |
| Independent Advisor Alliance |
| 0.08% | 0.07% | #51 | $3.3M | 116,018 | $6.4M | 232,937 | -116,919-50.19% | Reduce |
| Cyndeo Wealth Partners, LLC |
| 0.14% | 0.13% | #46 | $3.0M | 103,939 | $2.6M | 93,320 | +10,619+11.38% | Add |
