| Avior Wealth Management, LLC | 596,287 | 3.0% | +22,321 |
| UBS Group AG | 580,219 | 2.9% | +11,003 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 560,669 | 2.8% | +11,917 |
| MORGAN STANLEY | 530,776 | 2.7% | −31,759 |
| ROYAL BANK OF CANADA | 439,900 | 2.2% | +64,077 |
| Twelve Points Wealth Management LLC | 405,759 | 2.1% | +41,955 |
| AMERIPRISE FINANCIAL INC | 350,374 | 1.8% | +38,089 |
| Gridiron Partners, LLC | 346,451 | 1.8% | +191,741 |
| Stratos Wealth Advisors, LLC | 326,385 | 1.7% | +37,744 |
| Intellectus Partners, LLC | 295,245 | 1.5% | +13,396 |
| WELLS FARGO & COMPANY/MN | 263,521 | 1.3% | −11,269 |
| Catawba River Capital | 259,396 | 1.3% | −3,081 |
| LPL Financial LLC | 234,708 | 1.2% | +3,949 |
| Shaker Financial Services, LLC | 210,544 | 1.1% | +195,812 |
| Journey Advisory Group, LLC | 171,944 | 0.9% | −1,430 |