| MORGAN STANLEY | 950,472 | 10.2% | −173,132 |
| BANK OF AMERICA CORP /DE/ | 672,320 | 7.2% | +84,736 |
| RAYMOND JAMES FINANCIAL INC | 657,463 | 7.1% | +2,761 |
| LPL Financial LLC | 500,277 | 5.4% | −20,061 |
| SILVER OAK SECURITIES, INCORPORATED | 460,359 | 5.0% | −6,903 |
| ATLANTIC FAMILY WEALTH, LLC | 384,423 | 4.1% | +3,178 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 278,684 | 3.0% | −5,043 |
| WELLS FARGO & COMPANY/MN | 226,141 | 2.4% | −5,438 |
| ROYAL BANK OF CANADA | 214,130 | 2.3% | −12,731 |
| Integrated Wealth Concepts LLC | 211,394 | 2.3% | +101,294 |
| Rockefeller Capital Management L.P. | 162,452 | 1.7% | −2,313 |
| COMMONWEALTH EQUITY SERVICES, LLC | 146,219 | 1.6% | −5,994 |
| UBS Group AG | 119,744 | 1.3% | +13,370 |
| AMERIPRISE FINANCIAL INC | 110,292 | 1.2% | +1,387 |
| Garrett Wealth Advisory Group, LLC | 107,636 | 1.2% | −1,985 |