| 1 | Calamos Advisors LLC | $11.1M | 411,925 | Added |
| 2 | Calamos Wealth Management LLC | $2.1M | 79,129 | Trimmed |
| 3 | Cetera Investment Advisers | $1.5M | 55,451 | Hold |
| 4 | Grantvest Financial Group LLC | $1.4M | 52,302 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $1.4M | 50,318 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 38,609 | Hold |
| 7 | Blue Water Asset Management | $784,112 | 29,178 | Hold |
| 8 | LeClair Wealth Partners LLC | $784,112 | 29,178 | New |
| 9 | Astoria Portfolio Advisors LLC. | $740,055 | 27,039 | Hold |
| 10 | Capital Analysts, LLC | $737,000 | 27,427 | Hold |
| 11 | OLD MISSION CAPITAL LLC | $617,147 | 22,965 | Added |
| 12 | Farther Finance Advisors, LLC | $591,970 | 21,954 | Hold |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $568,077 | 21,139 | Trimmed |
| 14 | HighTower Advisors, LLC | $523,601 | 19,484 | Hold |
| 15 | Cambridge Investment Research Advisors, Inc. | $523,000 | 19,461 | Trimmed |
| 16 | Ellis Investment Partners, LLC | $310,657 | 11,560 | Hold |
| 17 | CAP Partners, LLC | $303,213 | 11,283 | Hold |
| 18 | PFG Advisors | $293,592 | 10,925 | Hold |
| 19 | Sterling Financial Planning, Inc. | $253,873 | 9,447 | Hold |
| 20 | Sigma Planning Corp | $224,420 | 8,351 | Hold |
| 21 | Able Wealth Management LLC | $224,124 | 8,340 | Hold |
| 22 | Sound Income Strategies, LLC | $195,921 | 7,266 | Hold |
| 23 | JPMORGAN CHASE & CO | $184,883 | 6,918 | Trimmed |
| 24 | Allworth Financial LP | $125,150 | 4,657 | Hold |
| 25 | NBZ Investment Advisors LLC | $54,634 | 2,033 | Hold |