| Transamerica Financial Advisors, LLC | 233,439 | 29.2% | −26,300 |
| MORGAN STANLEY | 51,910 | 6.5% | −5,273 |
| BANK OF AMERICA CORP /DE/ | 42,024 | 5.3% | −4,044 |
| LPL Financial LLC | 40,474 | 5.1% | −3,533 |
| GOLDMAN SACHS GROUP INC | 27,551 | 3.4% | +11,875 |
| OSAIC HOLDINGS, INC. | 26,225 | 3.3% | +22,303 |
| TWO SIGMA INVESTMENTS, LP | 25,000 | 3.1% | — |
| AlphaCore Capital LLC | 18,963 | 2.4% | +1,418 |
| RAYMOND JAMES FINANCIAL INC | 17,580 | 2.2% | −1,081 |
| Cetera Investment Advisers | 14,665 | 1.8% | −106 |
| Kingsview Wealth Management, LLC | 14,295 | 1.8% | +738 |
| Advisory Services Network, LLC | 11,927 | 1.5% | +2,140 |
| Trueblood Wealth Management, LLC | 10,796 | 1.3% | +115 |
| IHT Wealth Management, LLC | 8,722 | 1.1% | −10,033 |
| Tower Research Capital LLC (TRC) | 7,761 | 1.0% | +6,211 |