| 1 | Calamos Wealth Management LLC | $33.7M | 1.3M | Added |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.7M | 549,000 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 472,164 | Added |
| 4 | Strategic Blueprint, LLC | $10.5M | 390,607 | Added |
| 5 | Cornerstone Wealth, LLC/TN | $7.3M | 280,638 | Added |
| 6 | Intrepid Financial Planning Group LLC | $4.7M | 174,965 | Added |
| 7 | Redhawk Wealth Advisors, Inc. | $4.0M | 147,611 | Added |
| 8 | Brookwood Investment Group LLC | $3.3M | 122,314 | New |
| 9 | PFG Investments, LLC | $3.2M | 119,562 | Added |
| 10 | Millington Financial Advisors, LLC | $2.8M | 107,920 | Added |
| 11 | Onyx Bridge Wealth Group LLC | $2.5M | 92,422 | New |
| 12 | Chicago Partners Investment Group LLC | $2.3M | 89,101 | Added |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 58,965 | Added |
| 14 | INSIGNEO ADVISORY SERVICES, LLC | $1.2M | 44,915 | Added |
| 15 | Welch Financial Planning, LLC | $1.2M | 44,838 | New |
| 16 | LexAurum Advisors, LLC | $1.1M | 41,658 | Hold |
| 17 | Waverly Advisors, LLC | $1.0M | 37,600 | Trimmed |
| 18 | Steward Partners Investment Advisory, LLC | $998,793 | 37,199 | Added |
| 19 | Snowden Capital Advisors LLC | $997,612 | 38,252 | Added |
| 20 | WINNOW WEALTH LLC | $742,741 | 27,663 | Added |
| 21 | Beacon Financial Advisory LLC | $720,160 | 26,822 | Added |
| 22 | Brookstone Capital Management | $652,288 | 24,294 | Added |
| 23 | Haven Private, LLC | $638,923 | 23,796 | New |
| 24 | Claro Advisors LLC | $631,398 | 23,516 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $570,000 | 21,238 | Added |