| 1 | Calamos Advisors LLC | $10.8M | 429,240 | Added |
| 2 | Calamos Wealth Management LLC | $1.9M | 73,698 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $712,785 | 28,207 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $702,420 | 27,797 | Hold |
| 5 | Farther Finance Advisors, LLC | $453,849 | 17,921 | New |
| 6 | Blue Water Asset Management | $421,121 | 16,665 | Added |
| 7 | LeClair Wealth Partners LLC | $421,121 | 16,665 | New |
| 8 | Fortitude Advisory Group L.L.C. | $383,823 | 15,189 | Hold |
| 9 | STOLZ & ASSOCIATES, PS | $292,962 | 11,455 | Added |
| 10 | Cetera Investment Advisers | $292,624 | 11,580 | Hold |
| 11 | JIM SAULNIER & ASSOCIATES, LLC | $275,466 | 10,901 | Hold |
| 12 | ADAMSBROWN WEALTH CONSULTANTS LLC | $269,502 | 10,665 | Hold |
| 13 | Garden State Investment Advisory Services LLC | $267,986 | 10,605 | New |
| 14 | JANE STREET GROUP, LLC | $252,900 | 10,008 | New |
| 15 | Waverly Advisors, LLC | $244,106 | 9,660 | Hold |
| 16 | MML INVESTORS SERVICES, LLC | $200,516 | 7,935 | New |
| 17 | New England Capital Financial Advisors LLC | $54,305 | 2,149 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $46,648 | 1,846 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $38,737 | 1,533 | Trimmed |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $37,753 | 1,494 | Added |
| 21 | BURKETT FINANCIAL SERVICES, LLC | $29,742 | 1,177 | New |
| 22 | UBS Group AG | $0 | 0 | Exited |
| 23 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 24 | AMERICAN ASSET MANAGEMENT INC. | $0 | 0 | Exited |
| 25 | Kestra Advisory Services, LLC | $0 | 0 | Exited |