| MORGAN STANLEY | 2,544,555 | 5.4% | +167,293 |
| Allspring Global Investments Holdings, LLC | 2,077,168 | 4.4% | +0 |
| LJI Wealth Management, LLC | 1,635,740 | 3.5% | +268,114 |
| MAI Capital Management | 1,274,393 | 2.7% | +190,706 |
| LPL Financial LLC | 1,186,359 | 2.5% | +78,916 |
| UBS Group AG | 1,136,737 | 2.4% | −21,891 |
| World Investment Advisors | 1,032,454 | 2.2% | +0 |
| Bramshill Investments, LLC | 1,008,271 | 2.1% | +11,269 |
| FARMERS & MERCHANTS INVESTMENTS INC | 982,350 | 2.1% | +11,362 |
| ROYAL BANK OF CANADA | 855,934 | 1.8% | +68,126 |
| RAYMOND JAMES FINANCIAL INC | 824,298 | 1.8% | +96,341 |
| Crews Bank & Trust | 788,528 | 1.7% | +28,948 |
| BANK OF AMERICA CORP /DE/ | 618,501 | 1.3% | +22,608 |
| Wiser Wealth Management, Inc | 510,292 | 1.1% | +18,904 |
| AMERIPRISE FINANCIAL INC | 507,289 | 1.1% | −320,840 |