| Jackson Wealth Management, LLC |
| 5.18% | 5.04% | #2 | $49.0M | 49.0M | $49.0M | 49.0M | 00.00% | Unchanged |
| Redwood Wealth Management Group, LLC |
| 9.44% | 9.63% | #1 | $22.3M | 22.3M | $22.3M | 22.3M | 00.00% | Unchanged |
| Game Plan Financial Advisors, LLC |
| 5.08% | 5.54% | #3 | $13.7M | 13.7M | $12.3M | 12.3M | +1.4M+11.14% | Add |
| Financial Gravity Companies, Inc. |
| 1.03% | — | #5 | $6.3M | 6.3M | $0 | 0 | +6.3M | New Buy |
| Vermillion Wealth Management, Inc. |
| 0.6% | — | #6 | $2.6M | 2.6M | $0 | 0 | +2.6M | New Buy |
| Main Management LLC |
| 0.14% | 0.15% | #10 | $2.0M | 2.0M | $2.0M | 2.0M | -2,227-0.11% | Reduce |
| Fortune Financial Group, Inc. |
| 1.46% | 2.98% | #4 | $1.9M | 1.9M | $3.3M | 3.3M | -1.4M-43.57% | Reduce |
| Westside Investment Management, Inc. |
| 0.18% | 0.17% | #8 | $1.4M | 1.4M | $1.1M | 1.1M | +271,004+24.76% | Add |
| Lester Murray Antman dba SimplyRich |
| 0.17% | 0.17% | #9 | $683,000 | 683,773 | $683,000 | 683,773 | 00.00% | Unchanged |
| ITHAKA GROUP LLC |
| 0.1% | 0.11% | #11 | $525,371 | 525,371 | $520,852 | 520,852 | +4,519+0.87% | Add |
| Wealthspire Advisors, LLC |
| <0.01% | — | #18 | $448,575 | 448,575 | $0 | 0 | +448,575 | New Buy |
| Point Nemo Capital, LLC |
| 0.21% | — | #7 | $410,313 | 410,313 | $0 | 0 | +410,313 | New Buy |
| Park Place Capital Corp |
| 0.06% | — | #13 | $386,986 | 386,986 | $0 | 0 | +386,986 | New Buy |
| RFP Financial Group LLC |
| 0.08% | 0.04% | #12 | $178,441 | 178,441 | $67,640 | 67,640 | +110,801+163.81% | Add |
| Keystone Financial Group |
| 0.01% | 0.01% | #15 | $108,353 | 108,353 | $107,729 | 107,729 | +624+0.58% | Add |
| Private Capital Advisors, Inc. |
| <0.01% | <0.01% | #17 | $28,641 | 28,641 | $28,471 | 28,471 | +170+0.60% | Add |
| Coston, McIsaac & Partners |
| <0.01% | <0.01% | #16 | $18,630 | 18,630 | $15,000 | 15,685 | +2,945+18.78% | Add |
| Aurora Investment Managers, LLC. |
| 0.01% | — | #14 | $11,000 | 11,000 | $0 | 0 | +11,000 | New Buy |
| NBT BANK, N.A. |
| <0.01% | — | #19 | $2,000 | 2,000 | $0 | 0 | +2,000 | New Buy |
