| True Wealth Design, LLC |
| 4.53% | 3.29% | #1 | $19.0M | 1.5M | $11.8M | 902,354 | +588,177+65.18% | Add |
| Heck Capital Advisors, LLC |
| 0.29% | 0.36% | #5 | $4.9M | 384,111 | $4.8M | 365,551 | +18,560+5.08% | Add |
| Magnolia Private Wealth, LLC |
| 1.3% | 2.77% | #3 | $4.6M | 481,039 | $4.2M | 438,053 | +42,986+9.81% | Add |
| STAPP WEALTH MANAGEMENT, PLLC |
| 3.63% | 3.63% | #2 | $2.8M | 217,408 | $2.8M | 216,356 | +1,052+0.49% | Add |
| Mid-American Wealth Advisory Group, Inc. |
| 0.92% | — | #4 | $2.5M | 198,552 | $0 | 0 | +198,552 | New Buy |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #20 | $2.4M | 191,818 | $2.0M | 151,258 | +40,560+26.82% | Add |
| Continuum Advisory, LLC |
| 0.18% | 0.2% | #8 | $2.2M | 173,093 | $2.0M | 155,129 | +17,964+11.58% | Add |
| Dakota Wealth Management |
| 0.03% | — | #15 | $1.7M | 131,320 | $0 | 0 | +131,320 | New Buy |
| PRIVATE CLIENT SERVICES, LLC |
| 0.18% | 0.33% | #6 | $690,573 | 54,090 | $1.1M | 83,920 | -29,830-35.55% | Reduce |
| CreativeOne Wealth, LLC |
| 0.01% | 0.01% | #17 | $679,751 | 53,242 | $450,154 | 34,284 | +18,958+55.30% | Add |
| Lloyd Advisory Services, LLC. |
| 0.12% | 0.02% | #10 | $322,468 | 25,258 | $57,764 | 4,399 | +20,859+474.18% | Add |
| Authentikos Wealth Advisory, LLC |
| 0.18% | 0.12% | #7 | $280,581 | 21,977 | $180,747 | 13,766 | +8,211+59.65% | Add |
| OLD MISSION CAPITAL LLC |
| <0.01% | — | #22 | $277,582 | 21,742 | $0 | 0 | +21,742 | New Buy |
| Great Lakes Retirement, Inc. |
| 0.02% | 0.03% | #16 | $266,828 | 20,900 | $296,401 | 22,574 | -1,674-7.42% | Reduce |
| LANE BROTHERS & CO INC |
| 0.16% | — | #9 | $241,681 | 18,930 | $0 | 0 | +18,930 | New Buy |
| Rinkey Investments |
| 0.05% | 0.06% | #11 | $229,808 | 18,000 | $236,340 | 18,000 | 00.00% | Unchanged |
| Straight Path Wealth Management |
| 0.05% | 0.06% | #13 | $210,261 | 16,469 | $235,933 | 17,969 | -1,500-8.35% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #29 | $148,733 | 11,658 | $133,432 | 10,174 | +1,484+14.59% | Add |
| Pathstone Holdings, LLC |
| <0.01% | — | #27 | $147,064 | 11,519 | $0 | 0 | +11,519 | New Buy |
| Elevated Capital Advisors, LLC |
| 0.04% | 0.04% | #14 | $142,271 | 11,144 | $157,336 | 11,983 | -839-7.00% | Reduce |
| RHS Financial, LLC |
| 0.05% | 0.07% | #12 | $129,944 | 10,178 | $154,855 | 11,794 | -1,616-13.70% | Reduce |
| Kingdom Financial Group LLC. |
| 0.01% | 0.02% | #19 | $46,576 | 3,648 | $57,764 | 4,399 | -751-17.07% | Reduce |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.01% | — | #18 | $33,697 | 2,639 | $0 | 0 | +2,639 | New Buy |
| Networth Advisors, LLC |
| 0.01% | 0.01% | #21 | $17,700 | 1,386 | $9,716 | 740 | +646+87.30% | Add |
| Decker Retirement Planning Inc. |
| <0.01% | — | #23 | $9,639 | 755 | $0 | 0 | +755 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #30 | $6,420 | 503 | $6,551 | 499 | +4+0.80% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #31 | $3,218 | 252 | $0 | 0 | +252 | New Buy |
| VIRTUS ADVISERS, LLC |
| <0.01% | <0.01% | #26 | $2,834 | 222 | $3,322 | 253 | -31-12.25% | Reduce |
| Quest 10 Wealth Builders, Inc. |
| <0.01% | <0.01% | #24 | $2,515 | 197 | $2,587 | 197 | 00.00% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #28 | $2,401 | 193 | $0 | 0 | +193 | New Buy |
| Montgomery Financial Services LLC |
| <0.01% | — | #25 | $2,056 | 161 | $0 | 0 | +161 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #32 | $1,634 | 128 | $0 | 0 | +128 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #33 | $38 | 3 | $118 | 9 | -6-66.67% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #34 | $34 | 2 | $27 | 1 | +1+100.00% | Add |
