| LPL Financial LLC | 455.3K | $11.9M | $977.4K | Added$3.42M |
| AE Wealth Management LLC | 328.2K | $8.61M | — | New |
| Steward Partners Investment Advisory, LLC | 105.6K | $2.77M | $5.14K | Added$2.73M |
| MORGAN STANLEY | 86.9K | $2.28M | $41.6K | Added$1.92M |
| StoneX Group Inc. | 79.2K | $2.08M | — | New |
| ARS Investment Partners, LLC | 70.2K | $1.84M | — | New |
| Bright Futures Wealth Management, LLC. | 53.5K | $1.4M | $128.5K | Added$283.8K |
| RATIONAL ADVISORS, INC. | 53.2K | $1.4M | — | New |
| Advisory Services Network, LLC | 48.5K | $1.27M | — | New |
| Fisher Asset Management, LLC | 47.9K | $1.26M | $129.3K | Added$65.9K |
| Wealthfront Advisers LLC | 44.4K | $1.16M | $119.8K | Added$82.3K |
| JONES FINANCIAL COMPANIES LLLP | 40.5K | $1.06M | $48.8K | Added$629.6K |
| RAYMOND JAMES FINANCIAL INC | 40.3K | $1.06M | $80.2K | Added$358K |
| Arrowroot Family Office, LLC | 39.2K | $1.03M | — | New |
| Planned Solutions, Inc. | 38.2K | $1M | $103.1K | Added$102.2K |
| Cetera Investment Advisers | 38K | $995.6K | $82.6K | Added$275.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.2K | $922.4K | $42.9K | Added$548.7K |
| ENVESTNET ASSET MANAGEMENT INC | 34.2K | $898.3K | $66.4K | Added$319.5K |
| Pathstone Holdings, LLC | 33K | $864.3K | — | New |
| Teamwork Financial Advisors, LLC | 32K | $839.5K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.3K | $821K | $34.9K | Added$516.5K |
| ROYAL BANK OF CANADA | 31.1K | $816K | $38.1K | Added$484K |
| Creekside Partners | 25K | $655.8K | $67.5K | Added$67.5K |
| M Wealth Management, LLC | 19.3K | $506.5K | — | New |
| BANK OF AMERICA CORP /DE/ | 17.2K | $450.4K | $13.3K | Added$334.2K |
| OSAIC HOLDINGS, INC. | 15.4K | $403.9K | $17.8K | Added$248.8K |
| U.S. Capital Wealth Advisors, LLC | 14.7K | $386.5K | $39.8K | Added$39.8K |
| Guardian Asset Advisors, LLC | 14.4K | $377.4K | $30.1K | Added$116.3K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 11.3K | $297.3K | — | New |
| Strategic Blueprint, LLC | 9.18K | $240.8K | — | New |
| D.A. DAVIDSON & CO. | 8.66K | $227.1K | $23.4K | Added$22.2K |
| Sculati Wealth Management, LLC | 8.18K | $214.6K | — | New |
| Harbor Asset Planning, Inc. | 7.51K | $196.9K | $20.3K | Added$20.3K |
| Tidemark, LLC | 5.04K | $132.1K | $13.5K | Added$14.7K |
| CWM, LLC | 4K | $104.9K | $104.8K | Added$104.8K |
| LRI Investments, LLC | 3.88K | $101.9K | $10.5K | Added$10.5K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 3.45K | $90.5K | $9.31K | Added$9.31K |
| Kilter Group LLC | 1.9K | $49.8K | $5.13K | Added$5.13K |
| MAI Capital Management | 1.69K | $44.3K | — | New |
| PRIVATE TRUST CO NA | 960 | $25.2K | — | New |
| BANK OF MONTREAL /CAN/ | 843 | $22.1K | — | New |
| Caitlin John, LLC | 819 | $21.5K | $2.21K | Added$2.21K |
| UBS Group AG | 600 | $15.7K | $1.62K | Cut−$174.2K |
| Federation des caisses Desjardins du Quebec | 480 | $12.6K | $1.3K | Added$1.3K |
| Strategic Wealth Partners, Ltd. | 478 | $12.5K | $1.29K | Added$1.29K |
| US BANCORP \DE\ | 464 | $12.2K | — | New |
| Security National Bank | 450 | $11.8K | $1.21K | Added$1.22K |
| Sunbelt Securities, Inc. | 376 | $9.86K | — | New |
| Leo H. Evart, Inc. | 358 | $9.39K | — | Held |
| WELLS FARGO & COMPANY/MN | 257 | $6.75K | $4 | Added$6.72K |
| Atlantic Union Bankshares Corp | 230 | $6.03K | $621 | Added$621 |
| Fidelity | 169 | $4.43K | $454 | Cut−$15.6K |
| CBIZ Investment Advisory Services, LLC | 108 | $2.83K | $272 | Added$298 |
| Triumph Capital Management | 100 | $2.62K | — | New |
| NBC SECURITIES, INC. | 100 | $2.62K | — | New |
| FLOW TRADERS U.S. LLC | 62.1K | $1.63K | $168 | Added$168 |
| IFP Advisors, Inc | 59 | $1.55K | $160 | Added$160 |
| Western Wealth Management, LLC | 35 | $921 | — | New |
| Clal Insurance Enterprises Holdings Ltd | 15K | $393 | — | New |