| Sendero Wealth Management, LLC | 8.33% | Add +24.9% | 1,459,500 | $75.3M |
| Morgan Stanley | 0.00% | Add +124.7% | 1,432,903 | $73.9M |
| Midland Wealth Advisors, LLC | 3.55% | Add +3.4% | 1,336,700 | $68.9M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -42.8% | 742,233 | $38.4M |
| Verdence Capital Advisors LLC | 2.21% | New | 735,802 | $38.0M |
| LPL Financial LLC | 0.01% | Add +51.4% | 561,614 | $29.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +81.7% | 539,000 | $27.8M |
| Osaic Holdings, Inc. | 0.04% | Add +138.8% | 534,968 | $27.6M |
| Woodard & Co. Asset Management Group Inc. | 3.08% | Add +12.9% | 373,165 | $19.2M |
| Cwm, LLC | 0.03% | Add +12.8% | 252,850 | $13.0M |
| NewEdge Advisors, LLC | 0.03% | Add +77.2% | 148,319 | $7.7M |
| Jane Street Group, LLC | 0.01% | New | 122,338 | $6.3M |
| AlphaCore Capital LLC | 0.13% | New | 108,404 | $5.6M |
| Quadcap Wealth Management, LLC | 0.59% | Reduce -13.0% | 99,820 | $5.1M |
| Harbor Investment Advisory, LLC | 0.39% | Add +19.9% | 94,862 | $4.9M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -7.2% | 79,534 | $4.1M |
| Anchor Capital Advisors LLC | 0.12% | Add +6.3% | 79,326 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 74,881 | $3.9M |
| Financial Security Advisor, Inc. | 0.60% | Add +55.1% | 63,057 | $3.3M |
| SFG Wealth Management, LLC. | 1.15% | Add +312.8% | 53,975 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +11.5% | 53,775 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +291.6% | 48,950 | $2.5M |
| Maia Wealth LLC | 0.29% | Add +11.1% | 33,437 | $1.7M |
| Navis Wealth Advisors, LLC | 0.75% | Add +56.2% | 28,655 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.4% | 27,355 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.16% | New | 27,000 | $1.4M |
| Signature Equity Partners, LLC | 0.74% | New | 26,814 | $1.4M |
| First Command Advisory Services, Inc. | 0.01% | New | 25,518 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +307.7% | 25,353 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +44.0% | 25,109 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | New | 24,207 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.7% | 20,421 | $1.1M |
| Magnolia Private Wealth, LLC | 0.65% | Add +46.6% | 18,905 | $975K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 17,125 | $883K |
| Whipplewood Advisors, LLC | 0.43% | Reduce -6.3% | 16,130 | $832K |
| Circle Wealth Management, LLC | 0.01% | New | 15,671 | $808K |
| Citadel Advisors | 0.00% | New | 14,486 | $747K |
| International Assets Investment Management, LLC | 0.05% | No change | 12,900 | $670K |
| West Michigan Advisors, LLC | 0.12% | Add +37.2% | 10,989 | $567K |
| Crusonia Wealth Advisors LLC | 0.12% | New | 10,848 | $560K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,692 | $552K |
| Philip James Wealth Mangement, LLC | 0.06% | Reduce -29.1% | 9,565 | $493K |
| Centurion Wealth Management LLC | 0.10% | Add +3.3% | 8,559 | $441K |
| Fiduciary Trust Co | 0.01% | New | 8,126 | $419K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 7,534 | $389K |
| Harbour Investments, Inc. | 0.01% | Add +14.6% | 6,446 | $332K |
| Worth Asset Management, LLC | 0.12% | No change | 6,204 | $320K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.8% | 5,589 | $290K |
| SouthState Bank Corp | 0.01% | Add +1104.8% | 5,554 | $286K |
| Principia Wealth Advisory, LLC | 0.13% | Reduce -25.7% | 4,435 | $228K |
| Lodestar Private Asset Management LLC | 0.02% | New | 4,368 | $225K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 4,342 | $224K |
| Fifth Third Bancorp | 0.00% | New | 4,190 | $216K |
| Avalon Trust Co | 0.00% | New | 1,000 | $52K |
| IFP Advisors, Inc | 0.00% | New | 1,000 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 640 | $33K |
| Regions Financial Corp. | 0.00% | No change | 474 | $24K |
| Lanark Financial, Inc. | 0.00% | New | 200 | $10K |
| Zions Bancorporation, National Association | 0.00% | New | 101 | $5K |
| Marshall Investment Management, LLC | 0.00% | New | 100 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | New | 98 | $5K |
| IAG Wealth Partners, LLC | 0.00% | No change | 85 | $4K |