| 1 | Calamos Wealth Management LLC | $33.7M | 1.3M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 472,164 | Added |
| 3 | Strategic Blueprint, LLC | $10.5M | 390,607 | Added |
| 4 | Cornerstone Wealth, LLC/TN | $7.3M | 280,638 | Added |
| 5 | Redhawk Wealth Advisors, Inc. | $4.0M | 147,611 | Added |
| 6 | Brookwood Investment Group LLC | $3.3M | 122,314 | New |
| 7 | PFG Investments, LLC | $3.2M | 119,562 | Added |
| 8 | Onyx Bridge Wealth Group LLC | $2.5M | 92,422 | New |
| 9 | Chicago Partners Investment Group LLC | $2.3M | 89,101 | Added |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 58,965 | Added |
| 11 | Welch Financial Planning, LLC | $1.2M | 44,838 | New |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.1M | 42,476 | Added |
| 13 | LexAurum Advisors, LLC | $1.1M | 41,658 | Hold |
| 14 | WINNOW WEALTH LLC | $742,741 | 27,663 | Added |
| 15 | Brookstone Capital Management | $652,288 | 24,294 | Added |
| 16 | Haven Private, LLC | $638,923 | 23,796 | New |
| 17 | Claro Advisors LLC | $631,398 | 23,516 | Added |
| 18 | KINGSWOOD WEALTH ADVISORS, LLC | $543,014 | 20,224 | Added |
| 19 | Family Office Research LLC | $455,851 | 16,978 | Added |
| 20 | Secure Asset Management, LLC | $430,221 | 16,023 | New |
| 21 | WEDBUSH SECURITIES INC | $296,000 | 11,020 | New |
| 22 | WealthTrust Asset Management, LLC | $277,817 | 10,347 | Trimmed |
| 23 | CHANNEL WEALTH LLC | $274,031 | 10,206 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $266,728 | 9,934 | New |
| 25 | Palacios Wealth Management, LLC | $239,180 | 8,908 | New |