| LPL Financial LLC | 1,810,945 | 13.1% | −32,455 |
| RAYMOND JAMES FINANCIAL INC | 910,245 | 6.6% | −9,434 |
| MORGAN STANLEY | 625,664 | 4.5% | −48,943 |
| Modern Wealth Management, LLC | 466,295 | 3.4% | — |
| BANK OF AMERICA CORP /DE/ | 271,219 | 2.0% | +3,096 |
| JONES FINANCIAL COMPANIES LLLP | 231,529 | 1.7% | +23,000 |
| WELLS FARGO & COMPANY/MN | 225,099 | 1.6% | +7,977 |
| Clearstead Advisors, LLC | 216,816 | 1.6% | −12,024 |
| ROYAL BANK OF CANADA | 193,562 | 1.4% | +119,604 |
| Wealthspire Retirement, LLC | 113,785 | 0.8% | +166 |
| Focus Financial Network, Inc. | 113,600 | 0.8% | +326 |
| Rockefeller Capital Management L.P. | 99,575 | 0.7% | −677 |
| CITIZENS FINANCIAL GROUP INC/RI | 95,589 | 0.7% | −281 |
| Baird Financial Group, Inc. | 85,974 | 0.6% | −733 |
| Cetera Investment Advisers | 85,292 | 0.6% | −6,056 |