| 1 | Calamos Advisors LLC | $41.5M | 1.7M | Added |
| 2 | Calamos Wealth Management LLC | $41.0M | 1.6M | Added |
| 3 | VestGen Advisors, LLC | $30.2M | 1.1M | Added |
| 4 | Wealth Watch Advisors, INC | $20.9M | 830,059 | Trimmed |
| 5 | Cornerstone Wealth, LLC/TN | $18.7M | 693,536 | New |
| 6 | Royal Bank of Canada | $16.5M | 655,628 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $15.5M | 616,185 | Added |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $12.7M | 506,200 | Added |
| 9 | Prime Capital Investment Advisors, LLC | $11.9M | 471,706 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $11.7M | 465,246 | Added |
| 11 | Waverly Advisors, LLC | $11.2M | 446,995 | Added |
| 12 | Redhawk Wealth Advisors, Inc. | $9.4M | 375,418 | Trimmed |
| 13 | Strategic Blueprint, LLC | $9.2M | 367,217 | Added |
| 14 | Pinion Investment Advisors, LLC | $8.2M | 327,205 | Added |
| 15 | Farther Finance Advisors, LLC | $7.9M | 317,707 | Added |
| 16 | Gradient Investments LLC | $7.8M | 309,408 | Trimmed |
| 17 | Intrepid Financial Planning Group LLC | $7.7M | 304,884 | Added |
| 18 | Menard Financial Group LLC | $7.1M | 284,000 | New |
| 19 | Wealthcare Advisory Partners LLC | $7.1M | 280,552 | Added |
| 20 | Brookstone Capital Management | $6.8M | 270,830 | Added |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.2M | 247,817 | Added |
| 22 | Institute for Wealth Management, LLC. | $6.1M | 241,373 | Added |
| 23 | Cornerstone Wealth Group, LLC | $5.7M | 215,049 | New |
| 24 | Chicago Partners Investment Group LLC | $5.4M | 200,078 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $4.7M | 187,196 | Added |