| 1 | JPMORGAN CHASE & CO | $114.4M | 2.0M | Added |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $14.1M | 244,888 | New |
| 3 | HighTower Advisors, LLC | $5.1M | 89,099 | New |
| 4 | OLD MISSION CAPITAL LLC | $2.5M | 43,790 | Added |
| 5 | Sigma Planning Corp | $1.4M | 24,004 | New |
| 6 | Wayfinding Financial, LLC | $1.3M | 21,864 | New |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 21,114 | New |
| 8 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.2M | 20,545 | New |
| 9 | Reyes Financial Architecture, Inc. | $907,280 | 15,735 | New |
| 10 | FAS Wealth Partners, Inc. | $713,374 | 12,372 | New |
| 11 | MML INVESTORS SERVICES, LLC | $585,249 | 10,150 | New |
| 12 | Dynamic Advisor Solutions LLC | $576,600 | 10,000 | New |
| 13 | DAYMARK WEALTH PARTNERS, LLC | $573,083 | 9,939 | New |
| 14 | Advisory Alpha, LLC | $535,085 | 9,280 | New |
| 15 | NICOLET BANKSHARES INC | $387,682 | 6,886 | New |
| 16 | Cetera Investment Advisers | $298,482 | 5,176 | New |
| 17 | Larson Financial Group LLC | $217,839 | 3,778 | New |
| 18 | EP Wealth Advisors, LLC | $124,661 | 2,162 | New |
| 19 | Farther Finance Advisors, LLC | $92,256 | 1,600 | New |
| 20 | JONES FINANCIAL COMPANIES LLLP | $20,345 | 364 | New |
| 21 | Ameritas Investment Partners, Inc. | $12,504 | 217 | New |
| 22 | SIGNATUREFD, LLC | $8,649 | 150 | New |
| 23 | Ulland Investment Advisors, LLC | $6,000 | 100 | New |
| 24 | High Note Wealth, LLC | $5,766 | 100 | New |
| 25 | JANE STREET GROUP, LLC | $0 | 0 | Exited |