| Heartwood Wealth Advisors LLC |
| 0.77% | 0.85% | #1 | $9.9M | 400,188 | $9.8M | 393,471 | +6,717+1.71% | Add |
| Lido Advisors, LLC |
| 0.02% | 0.02% | #7 | $6.2M | 249,112 | $6.1M | 246,913 | +2,199+0.89% | Add |
| Equitable Holdings, Inc. |
| 0.02% | 0.02% | #6 | $3.5M | 140,457 | $3.3M | 132,648 | +7,809+5.89% | Add |
| L2 Asset Management, LLC |
| 0.18% | 0.16% | #3 | $1.7M | 69,930 | $1.7M | 67,823 | +2,107+3.11% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #11 | $1.5M | 61,768 | $1.5M | 59,994 | +1,774+2.96% | Add |
| Global Financial Private Client, LLC |
| 0.19% | 0.23% | #2 | $698,742 | 28,205 | $710,936 | 28,577 | -372-1.30% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #9 | $546,998 | 22,080 | $419,192 | 16,850 | +5,230+31.04% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #13 | $420,979 | 16,993 | $878,588 | 35,316 | -18,323-51.88% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #8 | $356,939 | 14,408 | $494,684 | 19,959 | -5,551-27.81% | Reduce |
| BEACON FINANCIAL GROUP |
| 0.02% | — | #5 | $274,914 | 11,097 | $0 | 0 | +11,097 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #10 | $247,277 | 9,981 | $251,431 | 10,107 | -126-1.25% | Reduce |
| Integrity Wealth Solutions LLC |
| 0.08% | 0.08% | #4 | $206,418 | 8,332 | $204,994 | 8,240 | +92+1.12% | Add |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #12 | $22,321 | 901 | $22,415 | 901 | 00.00% | Unchanged |
