| CIBC Bancorp USA Inc. | 588,511 | 4.5% | +0 |
| 1607 Capital Partners, LLC | 200,178 | 1.5% | −121,402 |
| Private Advisor Group, LLC | 175,625 | 1.3% | −10,716 |
| Fiera Capital Corp | 128,673 | 1.0% | +3,413 |
| Pathstone Holdings, LLC | 101,525 | 0.8% | −169,257 |
| Noble Wealth Management PBC | 100,360 | 0.8% | +2,911 |
| Closed-End Fund Advisors, Inc. | 94,929 | 0.7% | +196 |
| D.A. DAVIDSON & CO. | 89,474 | 0.7% | +4,159 |
| MUSTICO FINANCIAL GROUP, INC. | 83,652 | 0.6% | +2,240 |
| MORGAN STANLEY | 77,677 | 0.6% | −17,153 |
| Atlas Wealth LLC | 57,449 | 0.4% | — |
| LPL Financial LLC | 54,614 | 0.4% | +11,110 |
| Arax Advisory Partners | 54,038 | 0.4% | +49,763 |
| Baird Financial Group, Inc. | 41,928 | 0.3% | −576 |
| Sowell Financial Services LLC | 39,073 | 0.3% | +0 |