| Kathmere Capital Management, LLC | 621,818 | 20.8% | +44,509 |
| Resonant Capital Advisors, LLC | 297,925 | 10.0% | +2,549 |
| Rothschild Wealth LLC | 249,173 | 8.3% | +2,223 |
| Rockefeller Capital Management L.P. | 211,923 | 7.1% | −39 |
| Indivisible Partners | 201,233 | 6.7% | +1,510 |
| Aspect Partners, LLC | 189,539 | 6.3% | +24,478 |
| Berkeley, Inc | 142,797 | 4.8% | −3,396 |
| Madison Asset Management, LLC | 64,391 | 2.2% | +2,325 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 32,778 | 1.1% | −11,619 |
| Tidal Investments LLC | 28,306 | 0.9% | +3,347 |
| LPL Financial LLC | 17,885 | 0.6% | −753 |
| National Philanthropic Trust | 17,000 | 0.6% | +0 |
| Crumly & Associates Inc. | 14,429 | 0.5% | −639 |
| Legacy Wealth Managment, LLC/ID | 11,943 | 0.4% | +4,539 |
| Focus Partners Wealth | 11,826 | 0.4% | +80 |