| Diversified Portfolios, Inc. |
| 2.14% | 1.86% | #1 | $29.5M | 1.2M | $22.6M | 907,773 | +266,741+29.38% | Add |
| Arax Advisory Partners |
| 0.08% | 0.25% | #6 | $11.9M | 473,007 | $9.0M | 360,955 | +112,052+31.04% | Add |
| Kilter Group LLC |
| 1.26% | — | #2 | $3.5M | 139,201 | $0 | 0 | +139,201 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #14 | $569,000 | 22,680 | $297,000 | 11,902 | +10,778+90.56% | Add |
| CHANNEL WEALTH LLC |
| 0.12% | 0.13% | #5 | $519,156 | 20,700 | $516,155 | 20,700 | 00.00% | Unchanged |
| Mutual Advisors, LLC |
| 0.01% | — | #10 | $464,958 | 18,539 | $0 | 0 | +18,539 | New Buy |
| Crescent Grove Advisors, LLC |
| 0.03% | — | #7 | $400,603 | 15,973 | $0 | 0 | +15,973 | New Buy |
| FLAGSTAR SECURITIES, INC |
| 0.12% | 0.14% | #4 | $388,471 | 15,489 | $381,456 | 15,298 | +191+1.25% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #12 | $374,285 | 14,924 | $337,121 | 13,520 | +1,404+10.38% | Add |
| Trajan Wealth LLC |
| 0.01% | 0.01% | #9 | $263,817 | 10,519 | $270,745 | 10,858 | -339-3.12% | Reduce |
| Lionsbridge Wealth Management LLC |
| 0.25% | 0.26% | #3 | $250,950 | 10,006 | $258,003 | 10,347 | -341-3.30% | Reduce |
| VICTORY FINANCIAL GROUP, LLC |
| 0.02% | — | #8 | $225,119 | 8,976 | $0 | 0 | +8,976 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #11 | $178,018 | 7,098 | $176,989 | 7,098 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #13 | $111,982 | 4,465 | $0 | 0 | +4,465 | New Buy |
