| LPL Financial LLC | 291,269 | 5.7% | +27,818 |
| Atlantic Union Bankshares Corp | 233,605 | 4.6% | +48,192 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 220,399 | 4.3% | −17,464 |
| BANK OF AMERICA CORP /DE/ | 197,195 | 3.9% | +30,089 |
| RAYMOND JAMES FINANCIAL INC | 168,398 | 3.3% | −257 |
| PRECEDENT WEALTH PARTNERS, LLC | 156,010 | 3.1% | +11,268 |
| Kestra Advisory Services, LLC | 152,003 | 3.0% | −3,914 |
| HighTower Advisors, LLC | 134,180 | 2.6% | +18,197 |
| Hills Bank & Trust Co | 133,998 | 2.6% | +28,737 |
| Legacy Private Trust Co. | 112,436 | 2.2% | +48,587 |
| Envision Financial Planning, LLC | 108,391 | 2.1% | +6,478 |
| Sequoia Financial Advisors, LLC | 101,789 | 2.0% | −8,539 |
| Invesco Ltd. | 90,969 | 1.8% | +1,906 |
| MORGAN STANLEY | 90,685 | 1.8% | +14,488 |
| Clark Asset Management, LLC | 51,238 | 1.0% | +14,373 |