| Marks Group Wealth Management, Inc | 261.3K | $8.08M | $215.4K | Added$4.85M |
| RAYMOND JAMES FINANCIAL INC | 85.3K | $2.64M | — | New |
| Security National Bank | 73.6K | $2.28M | — | New |
| ROYAL BANK OF CANADA | 58.3K | $1.8M | $104.1K | Added$230K |
| OSAIC HOLDINGS, INC. | 36K | $1.11M | — | New |
| JANE STREET GROUP, LLC | 35.5K | $1.1M | $21.5K | Added$774.4K |
| Corient Private Wealth LLC | 34.7K | $1.07M | $67K | Added$67K |
| Castle Rock Wealth Management, LLC | 24.5K | $790.5K | — | New |
| LPL Financial LLC | 17.3K | $534.1K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.4K | $466.1K | $3.68K | Added$100.1K |
| INSIGNEO ADVISORY SERVICES, LLC | 12K | $372K | — | New |
| CreativeOne Wealth, LLC | 10.9K | $337.2K | — | New |
| SFMG, LLC | 10.8K | $333.5K | $20.8K | Added$20.8K |
| Citadel | 8.25K | $255.3K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.14K | $251.9K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 6.51K | $200.4K | $5.35K | Added$112.7K |
| Smartleaf Asset Management LLC | 5.11K | $148.9K | $202 | Added$1.6K |
| BANK OF MONTREAL /CAN/ | 4K | $123.9K | — | New |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.54K | $109.5K | $6.04K | Added$18.6K |
| Federation des caisses Desjardins du Quebec | 2.98K | $92K | $5.74K | Added$5.74K |
| HUNTINGTON NATIONAL BANK | 2.28K | $70.5K | — | New |
| PNC Financial Services Group, Inc. | 1.86K | $57.4K | $1.17K | Added$39.8K |
| HARBOUR INVESTMENTS, INC. | 1.55K | $48.1K | — | New |
| TD Waterhouse Canada Inc. | 1.08K | $34.9K | — | New |
| COUNTRY TRUST BANK | 869 | $26.9K | $1.68K | Added$1.68K |
| Golden State Equity Partners | 794 | $24.6K | — | New |
| Ancora Advisors LLC | 759 | $23.5K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 500 | $16.3K | — | New |
| Allworth Financial LP | 400 | $12.4K | $772 | Added$772 |
| Hickory Point Bank & Trust | 50 | $1.55K | — | New |
| UBS Group AG | 37 | $1.15K | — | New |
| Capital Advisors, Ltd. LLC | 11.4K | $353 | — | New |