| Americana Partners, LLC | 278.3K | $20.9M | $1.74M | Added$2.36M |
| Beacon Pointe Advisors, LLC | 222K | $16.6M | $555.5K | Added$10.7M |
| Prospera Financial Services Inc | 178.3K | $13.4M | $1.07M | Added$2.56M |
| KING LUTHER CAPITAL MANAGEMENT CORP | 143.6K | $10.8M | $971.9K | Added$971.9K |
| MORGAN STANLEY | 135.3K | $10.2M | $862.9K | Added$1.45M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 111.2K | $8.37M | $741.2K | Added$866.5K |
| Ashton Thomas Private Wealth, LLC | 106.6K | $8.03M | — | New |
| Fayez Sarofim & Co | 81.3K | $6.13M | $550.7K | Added$550.7K |
| HOWARD FINANCIAL SERVICES, LTD. | 68.1K | $5.11M | $437.3K | Added$442.6K |
| MARSHALL WACE, LLP | 58.8K | $4.43M | — | New |
| TWO SIGMA INVESTMENTS, LP | 49.4K | $3.72M | $171.8K | Added$1.98M |
| Uniplan Investment Counsel, Inc. | 39.1K | $2.95M | $196.7K | Added$957.5K |
| MOODY NATIONAL BANK TRUST DIVISION | 35.2K | $2.65M | $238.2K | Added$238.2K |
| Citadel | 34.8K | $2.62M | $235.6K | Cut−$45K |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.5K | $2.37M | $213.3K | Added$163.1K |
| SCS Capital Management LLC | 31.1K | $2.34M | $210.6K | Added$210.6K |
| CHILTON CAPITAL MANAGEMENT LLC | 31.1K | $2.33M | $199.9K | Added$137.1K |
| LPL Financial LLC | 26.8K | $2.02M | $169.6K | Added$303.5K |
| Significant Wealth Partners LLC | 26.2K | $1.97M | — | New |
| BANK OF AMERICA CORP /DE/ | 25.3K | $1.91M | $171.5K | Cut−$612.8K |
| Qube Research & Technologies Ltd | 25.1K | $1.89M | $142.9K | Added$440.5K |
| Blue Trust, Inc. | 25.1K | $1.89M | $147.3K | Added$395.7K |
| Concurrent Investment Advisors, LLC | 23.5K | $1.76M | $151.7K | Added$131.8K |
| Mraz, Amerine & Associates, Inc. | 23.3K | $1.75M | $150K | Added$124.3K |
| Greenfield Seitz Capital Management, LLC | 23.1K | $1.74M | $156.4K | Added$156.4K |
| UBS Group AG | 21.9K | $1.65M | $120.8K | Added$426.3K |
| Clare Market Investments LLC | 21.8K | $1.64M | — | Held |
| BWM Planning, LLC | 21.6K | $1.62M | $145.9K | Added$145.9K |
| VeraBank, N.A. | 19.8K | $1.49M | $133.7K | Cut−$159.2K |
| Creative Planning | 17.8K | $1.34M | $114.1K | Added$122.7K |
| LAZARD ASSET MANAGEMENT LLC | 17.3K | $1.3M | $106.6K | Added$222.8K |
| JPMORGAN CHASE & CO | 16.1K | $1.23M | $123.2K | Cut−$789.2K |
| STIFEL FINANCIAL CORP | 15.4K | $1.16M | $104.4K | Added$96.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 14.9K | $1.12M | $97.9K | Added$91.7K |
| RAYMOND JAMES FINANCIAL INC | 14.9K | $1.12M | $100.8K | Added$64.3K |
| PFG Advisors | 14.8K | $1.11M | $95.5K | Added$95.5K |
| Moors & Cabot, Inc. | 14.6K | $1.1M | $98.8K | Added$90.6K |
| MCDANIEL TERRY & CO | 14K | $1.05M | $47.4K | Added$574.8K |
| Sendero Wealth Management, LLC | 12.9K | $973.9K | $87.5K | Added$87.5K |
| AMG National Trust Bank | 12.7K | $953.1K | $83.7K | Added$83.7K |
| Capital Investment Advisors, LLC | 12.2K | $911.7K | $78.5K | Added$75.1K |
| RAHLFS CAPITAL, LLC | 12K | $901.5K | $79.6K | Added$79.6K |
| BlackRock, Inc. | 11.6K | $875.3K | $40.2K | Added$468K |
| MOTCO | 11.6K | $873.9K | $78.5K | Added$78.5K |
| OSAIC HOLDINGS, INC. | 11.3K | $851.1K | $75.6K | Added$85.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11K | $829K | $67.7K | Added$143.5K |
| Advisory Services Network, LLC | 10.8K | $814.3K | $73.1K | Added$73.4K |
| DWR WEALTH MANAGEMENT, LLC | 10.5K | $797.6K | $63.7K | Added$63.7K |
| GK Wealth Management LLC | 10.5K | $797.6K | — | New |
| Robertson Stephens Wealth Management, LLC | 10.6K | $795K | $68.2K | Added$68.2K |
| EXENCIAL WEALTH ADVISORS, LLC | 10.4K | $776.8K | $66.6K | Added$66.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10.3K | $773.6K | — | New |
| 1900 WEALTH MANAGEMENT LLC | 10.3K | $772.8K | $39.6K | Added$367.7K |
| FRANKLIN STREET ADVISORS INC /NC | 10.1K | $759.5K | $68.2K | Added$68.2K |
| Burford Brothers, Inc. | 10K | $750K | $64.3K | Added$64.3K |
| Essex Financial Services, Inc. | 9.24K | $695.9K | $62.4K | Added$63.4K |
| M.E. ALLISON & CO., INC. | 9.02K | $679.6K | $61.1K | Added$59.4K |
| Verdence Capital Advisors LLC | 9K | $678.1K | $60.9K | Added$26.6K |
| DGS Capital Management, LLC | 8.58K | $643.7K | $31.5K | Added$307.9K |
| Summit Trail Advisors, LLC | 8.5K | $640.4K | $57.5K | Added$57.5K |
| Fielder Capital Group LLC | 8.5K | $640.2K | $57.5K | Cut−$16.5K |
| Quadrature Capital Ltd | 8.08K | $608.7K | — | New |
| CANADA PENSION PLAN INVESTMENT BOARD | 8K | $602.7K | $54.2K | Added$54.2K |
| &PARTNERS | 8.17K | $585.3K | $25K | Cut−$376.7K |
| ENVESTNET ASSET MANAGEMENT INC | 7.68K | $578.8K | $36.1K | Added$213.5K |
| BROWN ADVISORY INC | 7.6K | $572.6K | $51.5K | Cut−$51.4K |
| Carnegie Investment Counsel | 7.3K | $550K | $49.4K | Added$49.4K |
| Focus Partners Wealth | 7.03K | $527.4K | $45.2K | Added$45.2K |
| RWA WEALTH PARTNERS, LLC | 6.87K | $517.5K | $46.5K | Added$46.5K |
| Corient Private Wealth LLC | 6.85K | $516.1K | — | New |
| PRIVATE TRUST CO NA | 6.8K | $512.3K | $46K | Added$46K |
| Cetera Investment Advisers | 6.76K | $509.1K | $44K | Added$63.1K |
| Kestra Advisory Services, LLC | 6.22K | $468.7K | $28.7K | Added$178.1K |
| HOLDERNESS INVESTMENTS CO | 6K | $450K | $38.6K | Added$38.6K |
| Savant Capital, LLC | 5.98K | $448.6K | $38.5K | Cut−$371.7K |
| State Street | 5.9K | $444.6K | $39.9K | Cut−$45K |
| State of Wyoming | 5.81K | $437.5K | $18.1K | Added$254.1K |
| WESTWOOD HOLDINGS GROUP INC | 5.38K | $403.3K | $34.5K | Added$35.5K |
| State of Tennessee, Department of Treasury | 5.34K | $402.7K | $10.2K | Added$220.7K |
| Hilltop Holdings Inc. | 5.3K | $399.3K | $35.9K | Added$33.3K |
| Tyche Wealth Partners LLC | 5.26K | $396.3K | $32.2K | Added$70K |
| BEACON FINANCIAL GROUP | 5.25K | $394.1K | $33.8K | Added$33.8K |
| Sunbelt Securities, Inc. | 5K | $376.7K | $33.9K | Added$33.9K |
| HighTower Advisors, LLC | 4.82K | $362.5K | $32K | Added$35.4K |
| WELLS FARGO & COMPANY/MN | 4.68K | $352.9K | $24K | Added$109.7K |
| CHILTON INVESTMENT CO INC. | 4.53K | $341.5K | $30.7K | Added$30.7K |
| Argent Trust Co | 4.49K | $338.5K | $30.4K | Added$30.4K |
| Voleon Capital Management LP | 4.39K | $331.1K | $29.8K | Cut−$102.4K |
| TITLEIST ASSET MANAGEMENT, LLC | 4.19K | $315.7K | $28.2K | Added$30.7K |
| AMERIPRISE FINANCIAL INC | 3.98K | $300K | $27K | Cut−$176.2K |
| HUB Investment Partners, LLC | 3.91K | $293.3K | $24.9K | Added$27.1K |
| Oxbow Advisors, LLC | 3.77K | $282.6K | $24.2K | Added$24.2K |
| Pathstone Holdings, LLC | 3.62K | $272.5K | $24.5K | Added$24.5K |
| REGIONS FINANCIAL CORP | 3.54K | $266.6K | $24K | Added$4.76K |
| Pinnacle Financial Partners, Inc. | 3.51K | $264.1K | — | New |
| BNP PARIBAS FINANCIAL MARKETS | 3.49K | $263.2K | $23.7K | Cut−$57.9K |
| ISLAY CAPITAL MANAGEMENT, LLC | 3.5K | $262.5K | $22.5K | Added$22.5K |
| Ackerman Capital Advisors, LLC | 3.42K | $256.3K | $22K | Added$22K |
| CAPTRUST FINANCIAL ADVISORS | 3.39K | $255K | $22.8K | Added$11.4K |
| PNC Financial Services Group, Inc. | 3.32K | $250.4K | $22.5K | Added$22.5K |
| Focus Partners Advisor Solutions, LLC | 3.06K | $230.4K | — | New |
| Prime Capital Investment Advisors, LLC | 3K | $226K | $20.3K | Added$20.3K |
| BOKF, NA | 3K | $226K | $20.3K | Added$20.3K |
| AZZAD ASSET MANAGEMENT INC /ADV | 2.96K | $222.9K | — | New |
| Artesa Financial Group, LLC | 2.85K | $213.5K | — | New |
| SFMG, LLC | 2.7K | $203.2K | — | New |
| FAIRFIELD, BUSH & CO. | 2.68K | $201.1K | — | New |
| ROYAL BANK OF CANADA | 2.17K | $163K | $14.3K | Added$6K |
| Geneos Wealth Management Inc. | 1.78K | $133.3K | $11.4K | Added$11.4K |
| Wilmington Savings Fund Society, FSB | 1.5K | $113K | — | New |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.44K | $108.9K | $8.36K | Added$8.36K |
| BankPlus Trust Department | 1.36K | $102.5K | $9.21K | Added$9.21K |
| Rossby Financial, LCC | 1.34K | $97.7K | — | New |
| FIFTH THIRD BANCORP | 1.28K | $96.6K | $5.59K | Added$39.9K |
| US BANCORP \DE\ | 1K | $75.3K | $6.77K | Added$6.77K |
| Citizens National Bank Trust Department | 1K | $75.3K | $6.77K | Added$6.77K |
| Quaker Wealth Management, LLC | 1K | $75K | $6.43K | Added$6.43K |
| Farther Finance Advisors, LLC | 865 | $63.1K | $3.86K | Added$3.86K |
| SHP Wealth Management | 821 | $61.8K | $5.49K | Added$6.24K |
| CITIGROUP INC | 606 | $45.7K | $4.1K | Cut−$95.3K |
| Signature Resources Capital Management, LLC | 600 | $45K | $3.86K | Added$3.86K |
| HUNTINGTON NATIONAL BANK | 500 | $37.7K | $3.39K | Added$3.38K |
| WealthCollab, LLC | 501 | $37.6K | $2.81K | Added$7.61K |
| AMERICAN NATIONAL BANK & TRUST | 483 | $36.4K | $3.27K | Cut−$65.3K |
| Olistico Wealth, LLC | 427 | $32.2K | $2.89K | Added$2.89K |
| Allworth Financial LP | 386 | $28.9K | $2.48K | Added$2.48K |
| CWM, LLC | 248 | $18.6K | $18.4K | Added$18.6K |
| Tower Research Capital LLC (TRC) | 231 | $17.4K | $1.56K | Cut−$4.13K |
| Rockefeller Capital Management L.P. | 228 | $17.2K | $1.54K | Added$650 |
| PlanVest Financial, Inc | 226 | $16.9K | — | Held |
| Steward Partners Investment Advisory, LLC | 200 | $15.1K | $1.35K | Added$1.35K |
| Fidelity | 195 | $14.7K | $1.32K | Cut−$2.11K |
| Federation des caisses Desjardins du Quebec | 150 | $11.3K | $1.02K | Added$1.02K |
| RETIREMITTEN FINANCIAL LLC | 125 | $9.38K | — | Held |
| DHJJ Financial Advisors, Ltd. | 114 | $8.58K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 85 | $6.4K | — | New |
| Golden State Equity Partners | 55 | $4.13K | — | New |
| Sound Income Strategies, LLC | 56 | $4.1K | $286 | Added$725 |
| UMB Bank, n.a. | 45 | $3.39K | $304 | Added$304 |
| Aventura Private Wealth, LLC | 34 | $2.55K | $219 | Added$219 |
| Capital Analysts, LLC | 30.6K | $2.31K | $201 | Added$276 |
| Mosley Wealth Management | 27 | $2.15K | — | New |
| TD PRIVATE CLIENT WEALTH LLC | 28 | $2.11K | $122 | Added$876 |
| PEAPACK GLADSTONE FINANCIAL CORP | 23.1K | $1.74K | $156 | Added$143 |
| HRT FINANCIAL LP | 17.7K | $1.33K | $120 | Cut−$71 |
| ASSETMARK, INC | 13 | $979 | $88 | Added$88 |
| Russell Investments Group, Ltd. | 10 | $753 | $67 | Added$67 |
| BARCLAYS PLC | 9 | $678 | $61 | Cut−$2.34K |
| Parallel Advisors, LLC | 8 | $603 | — | New |
| Investors Portfolio Services LLC | 5 | $385 | — | New |
| EverSource Wealth Advisors, LLC | 4 | $300 | — | New |
| Arax Advisory Partners | 3 | $151 | −$36 | Added$14 |
| Decker Retirement Planning Inc. | 0 | $26 | — | Added$2 |