| MATHER GROUP, LLC. |
| 0.09% | 0.02% | #11 | $10.3M | 404,017 | $1.6M | 72,938 | +331,079+453.92% | Add |
| KIM, LLC |
| 0.87% | 3.61% | #7 | $8.7M | 340,000 | $35.3M | 1.6M | -1.2M-78.55% | Reduce |
| Private Advisory Group LLC |
| 0.41% | 0.45% | #8 | $7.7M | 300,995 | $6.9M | 309,603 | -8,608-2.78% | Reduce |
| McGrath & Associates, Inc. |
| 9.88% | 9.3% | #1 | $7.6M | 297,185 | $6.3M | 284,018 | +13,167+4.64% | Add |
| Innova Wealth Partners |
| 2.58% | 2.12% | #4 | $6.3M | 246,565 | $4.5M | 201,104 | +45,461+22.61% | Add |
| Wright Wealth LLC |
| 2.92% | 2.89% | #3 | $4.9M | 190,364 | $4.3M | 194,149 | -3,785-1.95% | Reduce |
| WJ Interests, LLC |
| 1.08% | 0.99% | #5 | $2.8M | 109,594 | $2.6M | 116,459 | -6,865-5.89% | Reduce |
| Accurate Wealth Management, LLC |
| 0.19% | 0.25% | #10 | $2.0M | 77,936 | $2.1M | 89,557 | -11,621-12.98% | Reduce |
| Bravias Capital Group, LLC |
| 1.05% | 0.74% | #6 | $1.8M | 69,613 | $1.1M | 50,872 | +18,741+36.84% | Add |
| SteelPeak Wealth, LLC |
| 0.02% | 0.02% | #12 | $725,578 | 28,425 | $580,685 | 26,106 | +2,319+8.88% | Add |
| AE Wealth Management LLC |
| <0.01% | — | #13 | $675,418 | 26,460 | $0 | 0 | +26,460 | New Buy |
| BlackDiamond Wealth Management, LLC |
| 0.24% | 0.25% | #9 | $604,011 | 23,539 | $523,585 | 23,539 | 00.00% | Unchanged |
| AlphaCore Capital LLC |
| <0.01% | — | #14 | $101,466 | 3,975 | $0 | 0 | +3,975 | New Buy |
| Cohalo Advisory LLC |
| 3.6% | 3.71% | #2 | $59,582 | 2,334 | $52,417 | 2,356 | -22-0.93% | Reduce |
| UBS Group AG |
| <0.01% | — | #15 | $7,556 | 296 | $0 | 0 | +296 | New Buy |
