| JPMORGAN CHASE & CO | 852,955 | 34.9% | — |
| Stewardship Advisors, LLC | 144,892 | 5.9% | −6,868 |
| GOLDMAN SACHS GROUP INC | 115,945 | 4.8% | +6,657 |
| LPL Financial LLC | 100,524 | 4.1% | +17,137 |
| Fingerlakes Wealth Management, Inc. | 84,778 | 3.5% | +3,837 |
| Envestnet Portfolio Solutions, Inc. | 81,810 | 3.4% | +5,167 |
| Sand Hill Global Advisors, LLC | 69,826 | 2.9% | −1,810 |
| ENVESTNET ASSET MANAGEMENT INC | 67,344 | 2.8% | −1,945 |
| TRUIST FINANCIAL CORP | 62,737 | 2.6% | −3,483 |
| Pearl Planning LLC | 62,588 | 2.6% | +5,646 |
| HighTower Advisors, LLC | 46,507 | 1.9% | +14,163 |
| Perennial Investment Advisors, LLC | 43,701 | 1.8% | −28,967 |
| NewEdge Advisors, LLC | 37,651 | 1.5% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,972 | 1.5% | — |
| HARBOUR INVESTMENTS, INC. | 30,082 | 1.2% | +461 |