| Cresset Asset Management, LLC | 259.7K | $23.3M | $1.28M | Added$1.13M |
| INDEPENDENT FINANCIAL GROUP, LLC | 55.9K | $5.02M | $276.2K | Added$255.9K |
| MORGAN STANLEY | 40.6K | $3.65M | — | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24K | $2.16M | — | Held |
| Sanctuary Advisors, LLC | 23.9K | $2.15M | $118.2K | Cut−$49.5K |
| NWAM LLC | 22.8K | $2.04M | $105K | Added$96.9K |
| Virtue Capital Management, LLC | 5.22K | $1.86M | — | Held |
| Pine Valley Investments Ltd Liability Co | 17.7K | $1.59M | $86.3K | Added$105.7K |
| National Philanthropic Trust | 12.4K | $1.11M | $61.2K | Added$61.2K |
| Galaxy Group Investments LLC | 8.34K | $748.2K | $41.2K | Added$41.2K |
| Savant Capital, LLC | 7.7K | $691.2K | $38K | Cut−$114K |
| MRP Capital Investments, LLC | 7.66K | $649.4K | — | Held |
| Garde Capital, Inc. | 5.94K | $533K | — | Held |
| Narus Financial Partners, LLC | 5.77K | $518.2K | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 2.88K | $510.9K | — | Held |
| Allworth Financial LP | 5.31K | $476.6K | — | Held |
| IFP Advisors, Inc | 4.81K | $432.1K | — | Held |
| Keel Point, LLC | 2.91K | $261.4K | — | Held |
| Canal Capital Management, LLC | 2.73K | $245.1K | — | Held |
| Financial Insights, Inc. | 2.62K | $234.8K | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.44K | $218.8K | — | Held |
| Boreal Capital Management LLC | 1.49K | $134K | — | Held |
| Essential Partners LLC | 750 | $67.3K | $3.7K | Added$3.71K |
| Holos Integrated Wealth LLC | 400 | $36.6K | — | Held |
| Kilter Group LLC | 251 | $22.5K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 209 | $18.8K | — | Held |
| Medallion Wealth Advisors, LLC | 118 | $10.6K | $803 | Cut−$2.52K |
| Cape Investment Advisory, Inc. | 75 | $6.73K | — | Held |
| Prestige Wealth Management Group LLC | 20 | $1.8K | $99 | Added$99 |