| 1 | Calamos Advisors LLC | $10.9M | 425,943 | Added |
| 2 | Calamos Wealth Management LLC | $1.9M | 75,692 | Added |
| 3 | BRADLEY FOSTER & SARGENT INC/CT | $1.2M | 46,082 | New |
| 4 | Grantvest Financial Group LLC | $953,671 | 37,272 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $587,810 | 22,973 | Added |
| 6 | Capital Analysts, LLC | $530,000 | 20,712 | Hold |
| 7 | PFG Advisors | $463,121 | 18,100 | Added |
| 8 | JIM SAULNIER & ASSOCIATES, LLC | $446,976 | 17,469 | Trimmed |
| 9 | MML INVESTORS SERVICES, LLC | $404,144 | 15,795 | New |
| 10 | CENTAURUS FINANCIAL, INC. | $333,000 | 13,023 | Added |
| 11 | STOLZ & ASSOCIATES, PS | $304,669 | 11,761 | New |
| 12 | Camelot Portfolios, LLC | $296,628 | 11,593 | Added |
| 13 | Next Level Private LLC | $247,041 | 9,655 | New |
| 14 | RAYMOND JAMES FINANCIAL INC | $206,741 | 8,080 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $173,366 | 6,775 | Added |
| 16 | GUARDIAN WEALTH ADVISORS, LLC / NC | $53,016 | 2,072 | New |
| 17 | Aptus Capital Advisors, LLC | $53,016 | 2,072 | Hold |
| 18 | New England Capital Financial Advisors LLC | $27,737 | 1,084 | Added |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $21,339 | 834 | Added |
| 20 | BURKETT FINANCIAL SERVICES, LLC | $19,829 | 775 | New |
| 21 | HARBOUR INVESTMENTS, INC. | $4,222 | 165 | Trimmed |
| 22 | Atria Investments, Inc | $0 | 0 | Exited |
| 23 | UBS Group AG | $0 | 0 | Exited |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 25 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |