| Ascension Capital Advisors, Inc. |
| 4.23% | 4.53% | #1 | $15.1M | 640,984 | $14.4M | 639,001 | +1,983+0.31% | Add |
| Continuum Advisory, LLC |
| 0.85% | 0.93% | #2 | $10.5M | 446,026 | $9.7M | 431,710 | +14,316+3.32% | Add |
| Pathstone Holdings, LLC |
| <0.01% | — | #9 | $626,952 | 26,650 | $0 | 0 | +26,650 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #8 | $610,657 | 25,957 | $605,724 | 26,886 | -929-3.46% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #16 | $292,844 | 12,448 | $209,814 | 9,313 | +3,135+33.66% | Add |
| Trajan Wealth LLC |
| 0.01% | 0.01% | #4 | $209,655 | 8,912 | $201,280 | 8,934 | -22-0.25% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #13 | $92,644 | 3,935 | $68,297 | 3,029 | +906+29.91% | Add |
| Lloyd Advisory Services, LLC. |
| 0.03% | <0.01% | #3 | $83,659 | 3,556 | $17,107 | 759 | +2,797+368.51% | Add |
| MATHER GROUP, LLC. |
| <0.01% | <0.01% | #12 | $16,868 | 717 | $35,191 | 1,562 | -845-54.10% | Reduce |
| Kingdom Financial Group LLC. |
| <0.01% | <0.01% | #5 | $15,971 | 679 | $17,107 | 759 | -80-10.54% | Reduce |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| <0.01% | — | #6 | $9,312 | 396 | $0 | 0 | +396 | New Buy |
| Networth Advisors, LLC |
| <0.01% | <0.01% | #7 | $5,664 | 241 | $4,506 | 200 | +41+20.50% | Add |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #15 | $3,119 | 133 | $2,949 | 131 | +2+1.53% | Add |
| Elevated Capital Advisors, LLC |
| <0.01% | <0.01% | #11 | $1,610 | 68 | $2,492 | 111 | -43-38.74% | Reduce |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #14 | $750 | 32 | $0 | 0 | +32 | New Buy |
| Montgomery Financial Services LLC |
| <0.01% | — | #10 | $729 | 31 | $0 | 0 | +31 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #17 | $424 | 18 | $0 | 0 | +18 | New Buy |
