| ALLIANCEBERNSTEIN L.P. | 30.4M | $1.24B | −$0 | Added$1.18B |
| Dynasty Wealth Management, LLC | 8.26M | $361.9M | — | New |
| OpenArc Corporate Advisory, LLC | 4.62M | $202.6M | — | New |
| JPMORGAN CHASE & CO | 3.44M | $145.7M | — | New |
| SAGESPRING WEALTH PARTNERS, LLC | 2.7M | $118.4M | — | New |
| UNIQUE WEALTH, LLC | 364.1K | $16M | — | New |
| Centerline Wealth Advisors, LLC | 296.9K | $13M | — | New |
| LPL Financial LLC | 172.9K | $7.58M | — | New |
| Storen Legacy Partners, LLC | 145.3K | $6.37M | — | New |
| Cyndeo Wealth Partners, LLC | 71.2K | $3.12M | — | New |
| Warner Group LLC | 69.7K | $3.06M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52.2K | $2.29M | — | New |
| Pathstone Holdings, LLC | 33.1K | $1.45M | — | New |
| Cresset Asset Management, LLC | 31K | $1.36M | — | New |
| Private Advisor Group, LLC | 21.4K | $939.1K | — | New |
| Fairvoy Private Wealth, LLC | 19.5K | $856.5K | — | New |
| TritonPoint Partners, LLC | 16K | $702.1K | — | New |
| PUREfi Wealth, LLC | 11.9K | $522.5K | — | New |
| Legacy Wealth Advisors, LLC | 11.9K | $521.3K | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 11.5K | $502.5K | — | New |
| Quotient Wealth Partners, LLC | 9.93K | $435K | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.31K | $407.9K | — | New |
| US BANCORP \DE\ | 7.71K | $338K | — | New |
| GLENMEDE TRUST CO NA | 6.98K | $306K | — | New |
| OLD MISSION CAPITAL LLC | 6.33K | $277.6K | — | New |
| NewEdge Wealth, LLC | 6.28K | $275.1K | — | New |
| TRUIST FINANCIAL CORP | 5.64K | $247.1K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 5.64K | $247.1K | — | New |
| Platform Technology Partners | 5.06K | $221.6K | — | New |
| Prossimo Advisors, LLC | 4.79K | $209.9K | — | New |
| Rockefeller Capital Management L.P. | 1.1K | $48.4K | — | New |
| Heritage Wealth Advisors | 546 | $23.9K | — | New |
| MORGAN STANLEY | 415 | $18.2K | — | New |
| Aptus Capital Advisors, LLC | 185 | $8.11K | — | New |
| OSAIC HOLDINGS, INC. | 47 | $2.06K | — | New |
| PRIVATE TRUST CO NA | 20 | $876 | — | New |