| Diversified Enterprises, LLC |
| 2.7% | 2.42% | #4 | $55.9M | 1.4M | $44.1M | 1.3M | +45,834+3.40% | Add |
| SUMMIT WEALTH GROUP LLC / CO |
| 3.51% | 3.32% | #1 | $42.5M | 1.1M | $31.5M | 962,567 | +96,558+10.03% | Add |
| 3EDGE Asset Management, LP |
| 0.73% | 0.21% | #6 | $16.5M | 410,526 | $4.3M | 137,720 | +272,806+198.09% | Add |
| SEI INVESTMENTS CO |
| 0.01% | 0.01% | #23 | $12.6M | 313,028 | $6.8M | 206,916 | +106,112+51.28% | Add |
| S&T BANK/PA |
| 3.17% | 2.95% | #2 | $10.6M | 263,451 | $7.9M | 241,383 | +22,068+9.14% | Add |
| Merit Financial Group, LLC |
| 0.03% | 0.01% | #18 | $4.7M | 116,028 | $1.7M | 51,549 | +64,479+125.08% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #28 | $3.5M | 87,443 | $2.9M | 87,893 | -450-0.51% | Reduce |
| COMPASS CAPITAL CORP /MA/ /ADV |
| 0.91% | 0.95% | #5 | $2.7M | 69,917 | $2.7M | 68,771 | +1,146+1.67% | Add |
| Apella Capital, LLC |
| 0.02% | 0.03% | #20 | $1.5M | 39,795 | $1.8M | 49,511 | -9,716-19.62% | Reduce |
| Perigon Wealth Management, LLC |
| 0.02% | 0.02% | #19 | $1.4M | 36,126 | $1.2M | 37,405 | -1,279-3.42% | Reduce |
| PETRA FINANCIAL ADVISORS INC |
| 0.62% | — | #7 | $1.3M | 33,468 | $0 | 0 | +33,468 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.08% | #21 | $1.2M | 30,360 | $4.8M | 146,207 | -115,847-79.23% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #29 | $1.1M | 28,685 | $893,396 | 27,367 | +1,318+4.82% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #30 | $636,000 | 15,851 | $19,000 | 580 | +15,271+2,632.93% | Add |
| OneAscent Financial Services LLC |
| 0.03% | 0.03% | #17 | $596,168 | 14,868 | $485,346 | 14,821 | +47+0.32% | Add |
| Lynx Investment Advisory |
| 0.19% | 0.24% | #10 | $590,354 | 14,723 | $498,937 | 15,236 | -513-3.37% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #33 | $585,462 | 14,601 | $672,660 | 20,541 | -5,940-28.92% | Reduce |
| LexAurum Advisors, LLC |
| 0.06% | 0.05% | #15 | $487,143 | 12,149 | $414,776 | 12,666 | -517-4.08% | Reduce |
| Foundry Financial Group, Inc. |
| 0.21% | — | #9 | $478,954 | 11,944 | $0 | 0 | +11,944 | New Buy |
| CORA CAPITAL ADVISORS LLC |
| 0.12% | 0.12% | #11 | $422,466 | 10,536 | $355,504 | 10,856 | -320-2.95% | Reduce |
| United Advisor Group, LLC |
| 0.04% | 0.04% | #16 | $375,472 | 9,364 | $290,107 | 8,859 | +505+5.70% | Add |
| Stewardship Advisors, LLC |
| 0.07% | 0.06% | #14 | $352,216 | 8,784 | $281,069 | 8,583 | +201+2.34% | Add |
| Global Retirement Partners, LLC |
| 0.01% | — | #26 | $338,863 | 8,451 | $0 | 0 | +8,451 | New Buy |
| Apeiron RIA LLC |
| 0.08% | — | #13 | $315,840 | 7,896 | $0 | 0 | +7,896 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #35 | $263,681 | 6,576 | $0 | 0 | +6,576 | New Buy |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| <0.01% | — | #27 | $241,417 | 6,243 | $0 | 0 | +6,243 | New Buy |
| AMERIFLEX GROUP, INC. |
| 0.08% | — | #12 | $199,966 | 4,987 | $0 | 0 | +4,987 | New Buy |
| ROSS\JOHNSON & Associates LLC |
| 3.05% | 2.74% | #3 | $194,633 | 4,854 | $151,751 | 4,634 | +220+4.75% | Add |
| IFG Advisory, LLC |
| 0.38% | 0.38% | #8 | $133,674 | 4,082 | $133,674 | 4,082 | 00.00% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. |
| 0.01% | 0.01% | #24 | $107,541 | 2,682 | $88,876 | 2,714 | -32-1.18% | Reduce |
| Rossby Financial, LCC |
| 0.01% | 0.01% | #25 | $42,944 | 1,071 | $27,357 | 828 | +243+29.35% | Add |
| Whipplewood Advisors, LLC |
| 0.02% | <0.01% | #22 | $27,146 | 677 | $7,073 | 216 | +461+213.43% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #31 | $25,301 | 631 | $20,663 | 631 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #39 | $23,617 | 589 | $10,214 | 338 | +251+74.26% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #36 | $8,060 | 201 | $0 | 0 | +201 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | — | #38 | $4,456 | 113 | $0 | 0 | +113 | New Buy |
| UBS Group AG |
| <0.01% | — | #40 | $3,488 | 87 | $0 | 0 | +87 | New Buy |
| Ameritas Advisory Services, LLC |
| <0.01% | 0.01% | #32 | $3,007 | 75 | $303,861 | 9,279 | -9,204-99.19% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #34 | $2,566 | 64 | $4,704 | 146 | -82-56.16% | Reduce |
| ASSETMARK, INC |
| <0.01% | — | #37 | $1,403 | 35 | $0 | 0 | +35 | New Buy |
