| EverSource Wealth Advisors, LLC |
| 1.69% | 2.24% | #2 | $50.2M | 1.4M | $73.5M | 2.4M | -922,610-39.05% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #8 | $6.1M | 174,246 | $5.3M | 171,664 | +2,582+1.50% | Add |
| LifeGuide Financial Advisors, LLC |
| 1.71% | 1.68% | #1 | $6.0M | 172,356 | $5.3M | 169,436 | +2,920+1.72% | Add |
| Smartleaf Asset Management LLC |
| 0.11% | 0.11% | #5 | $3.4M | 97,237 | $3.0M | 97,237 | 00.00% | Unchanged |
| Parkside Investments, LLC |
| 0.07% | 0.07% | #6 | $677,689 | 19,456 | $604,887 | 19,456 | 00.00% | Unchanged |
| TrustWell Financial Advisors, LLC |
| 0.46% | 0.43% | #4 | $538,099 | 15,448 | $459,785 | 14,789 | +659+4.46% | Add |
| Merit Financial Group, LLC |
| <0.01% | — | #9 | $336,189 | 9,652 | $0 | 0 | +9,652 | New Buy |
| Brand Asset Management Group, Inc. |
| 0.07% | 0.07% | #7 | $301,503 | 8,656 | $268,859 | 8,648 | +8+0.09% | Add |
| LGT Financial Advisors LLC |
| 0.47% | 0.4% | #3 | $88,229 | 2,533 | $78,751 | 2,533 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #10 | $15,814 | 454 | $14,115 | 454 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #11 | $11,529 | 331 | $0 | 0 | +331 | New Buy |
