| MORGAN STANLEY | 4.56M | $151.7M | $1.28K | Added$151.7M |
| BANK OF AMERICA CORP /DE/ | 3.36M | $111.9M | $2.5M | Added$22.4M |
| Rockefeller Capital Management L.P. | 863.6K | $28.7M | $91.6K | Added$25.4M |
| ENVESTNET ASSET MANAGEMENT INC | 725.6K | $24.1M | $59.7K | Added$22M |
| RAYMOND JAMES FINANCIAL INC | 601.4K | $20M | $455.8K | Added$3.71M |
| LPL Financial LLC | 571.8K | $19M | — | New |
| Prime Capital Investment Advisors, LLC | 527.2K | $17.5M | $458.5K | Added$1.14M |
| WELLS FARGO & COMPANY/MN | 498.3K | $16.6M | $293.8K | Added$6.07M |
| TRUIST FINANCIAL CORP | 437.4K | $14.5M | $6.1K | Added$14.3M |
| Sanctuary Advisors, LLC | 193.5K | $6.43M | $9.86K | Added$6.08M |
| Corient Private Wealth LLC | 192.3K | $6.4M | — | New |
| Avidian Wealth Enterprises, LLC | 146.8K | $4.88M | $132.9K | Added$70.2K |
| US BANCORP \DE\ | 120K | $3.99M | $108.6K | Added$103K |
| U.S. Capital Wealth Advisors, LLC | 108.6K | $3.61M | $96K | Added$177.8K |
| MML INVESTORS SERVICES, LLC | 90.2K | $3M | $47.7K | Added$1.3M |
| HighTower Advisors, LLC | 65.3K | $2.17M | $18.3K | Added$1.52M |
| Gryphon Financial Partners LLC | 61.6K | $2.05M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 58.7K | $1.95M | — | New |
| Heritage Wealth Management, Inc. | 53K | $1.76M | $48K | Added$48K |
| Centric Wealth Management | 50.2K | $1.74M | $23.8K | Added$1.1M |
| STIFEL FINANCIAL CORP | 50.8K | $1.69M | $18.7K | Added$1.02M |
| D.A. DAVIDSON & CO. | 49.5K | $1.65M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 42.3K | $1.41M | — | New |
| FIFTH THIRD BANCORP | 41.4K | $1.38M | — | New |
| CAPTRUST FINANCIAL ADVISORS | 39.5K | $1.32M | — | New |
| Marble Wealth, LLC | 31.7K | $1.05M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.2K | $938.3K | $6.89K | Added$692.1K |
| Private Advisor Group, LLC | 25.9K | $861.6K | — | New |
| N.E.W. Advisory Services LLC | 25.1K | $836.1K | — | New |
| Haverford Trust Co | 24.1K | $800.7K | — | New |
| Arkadios Wealth Advisors | 23.7K | $787.3K | — | New |
| Stratos Wealth Partners, LTD. | 16.7K | $554.6K | — | New |
| &PARTNERS | 16.6K | $550.7K | — | New |
| DAYMARK WEALTH PARTNERS, LLC | 13.5K | $448.8K | — | New |
| Vertex Planning Partners, LLC | 12.9K | $429.4K | — | New |
| PUREfi Wealth, LLC | 10.9K | $361K | — | New |
| GOLDMAN SACHS GROUP INC | 10.7K | $354.8K | — | New |
| ROYAL BANK OF CANADA | 10K | $333K | $9.05K | Cut−$401K |
| HB Wealth Management, LLC | 9.87K | $328.4K | — | New |
| NewEdge Wealth, LLC | 9.76K | $324.4K | — | New |
| Flavin Financial Services, Inc. | 9.62K | $319.9K | — | New |
| Cornerstone Wealth Management, LLC | 9.47K | $314.9K | — | New |
| Uniting Wealth Partners, LLC | 9.37K | $311.5K | — | New |
| Fidelity | 8.71K | $289.8K | — | New |
| Baird Financial Group, Inc. | 7.96K | $264.8K | — | New |
| CWM, LLC | 7.3K | $242.7K | — | New |
| Citadel | 7.22K | $240.2K | — | New |
| Dakota Wealth Management | 6.97K | $231.9K | — | New |
| Kinloch Capital, LLC | 6.88K | $229K | — | New |
| OSAIC HOLDINGS, INC. | 6.79K | $225.8K | — | New |
| Indivisible Partners | 6.7K | $222.7K | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.6K | $219.5K | — | New |
| Vestmark Advisory Solutions, Inc. | 6.53K | $217.3K | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 6.53K | $217.3K | — | New |
| FULTON BREAKEFIELD BROENNIMAN LLC | 6.34K | $211K | — | New |
| Creative Planning | 6.22K | $206.8K | — | New |
| Allworth Financial LP | 5.78K | $192.3K | — | New |
| Anchor Investment Management, LLC | 3.79K | $126K | — | New |
| Steward Partners Investment Advisory, LLC | 2.84K | $94.4K | — | New |
| JPMORGAN CHASE & CO | 2.55K | $83.6K | — | New |
| SIGNATUREFD, LLC | 2.47K | $82.2K | — | New |
| ASSETMARK, INC | 2.45K | $81.4K | — | New |
| AdvisorNet Financial, Inc | 2.4K | $79.8K | — | New |
| IFP Advisors, Inc | 1.38K | $45.9K | $56 | Added$43.9K |
| AlphaCore Capital LLC | 1.28K | $42.7K | — | New |
| Advisory Services Network, LLC | 1.08K | $36K | — | New |
| First Command Advisory Services, Inc. | 836 | $27.8K | — | New |
| Farther Finance Advisors, LLC | 751 | $25K | — | New |
| Aptus Capital Advisors, LLC | 644 | $21.4K | — | New |
| Arax Advisory Partners | 601 | $20K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 414 | $13.8K | $1 | Added$13.7K |
| PRIVATE TRUST CO NA | 358 | $11.9K | — | New |
| HARBOUR INVESTMENTS, INC. | 258 | $8.58K | — | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 182 | $6.32K | — | New |
| NewEdge Advisors, LLC | 6.05K | $6.05K | — | New |
| DecisionPoint Financial, LLC | 96 | $3.19K | $86 | Added$86 |
| Cambridge Investment Research Advisors, Inc. | 83.5K | $2.78K | $6 | Added$2.56K |
| Janney Montgomery Scott LLC | 28K | $933 | — | New |