| 1 | Calamos Wealth Management LLC | $51.8M | 1.9M | Added |
| 2 | Wealth Watch Advisors, INC | $35.2M | 1.3M | Added |
| 3 | VestGen Advisors, LLC | $30.0M | 1.1M | Trimmed |
| 4 | Royal Bank of Canada | $25.8M | 947,329 | Added |
| 5 | Cornerstone Wealth, LLC/TN | $19.4M | 713,398 | Added |
| 6 | Menard Financial Group LLC | $18.9M | 695,646 | Added |
| 7 | Prime Capital Investment Advisors, LLC | $16.6M | 609,896 | Added |
| 8 | Strategic Blueprint, LLC | $15.3M | 563,020 | Added |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.6M | 537,750 | Added |
| 10 | Waverly Advisors, LLC | $14.4M | 528,430 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $14.3M | 526,537 | Added |
| 12 | Brookstone Capital Management | $13.9M | 511,532 | Added |
| 13 | Pinion Investment Advisors, LLC | $12.4M | 456,973 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $11.2M | 413,085 | Trimmed |
| 15 | Intrepid Financial Planning Group LLC | $11.0M | 404,833 | Added |
| 16 | Farther Finance Advisors, LLC | $10.4M | 380,933 | Added |
| 17 | Innovative Asset Advisors Group, LLC | $10.0M | 367,930 | New |
| 18 | Redhawk Wealth Advisors, Inc. | $9.5M | 350,730 | Trimmed |
| 19 | Gradient Investments LLC | $8.5M | 313,587 | Added |
| 20 | Simplicity Wealth,LLC | $8.3M | 303,648 | Added |
| 21 | Wealthcare Advisory Partners LLC | $8.0M | 294,935 | Added |
| 22 | MGO ONE SEVEN LLC | $7.8M | 286,117 | New |
| 23 | Institute for Wealth Management, LLC. | $7.7M | 283,681 | Added |
| 24 | MATTERS CAPITAL LLC | $7.5M | 275,500 | New |
| 25 | Chicago Partners Investment Group LLC | $7.4M | 279,179 | Added |