| Blueprint Investment Partners LLC |
| 9.45% | 9.76% | #3 | $113.3M | 3.6M | $95.6M | 3.4M | +155,980+4.54% | Add |
| Blueprint Financial Advisors LLC |
| 11.02% | 12.44% | #1 | $99.2M | 3.1M | $83.9M | 3.0M | +130,562+4.33% | Add |
| STAPP WEALTH MANAGEMENT, PLLC |
| 9.65% | 8.32% | #2 | $7.4M | 234,460 | $6.5M | 234,195 | +265+0.11% | Add |
| Brightwater Advisory LLC |
| 4.07% | 3.88% | #5 | $6.4M | 204,218 | $5.9M | 211,091 | -6,873-3.26% | Reduce |
| Spartan Planning & Wealth Management |
| 4.25% | 3.82% | #4 | $6.4M | 202,807 | $5.2M | 185,637 | +17,170+9.25% | Add |
| Ausdal Financial Partners, Inc. |
| 0.25% | 0.26% | #7 | $6.4M | 202,618 | $5.7M | 206,620 | -4,002-1.94% | Reduce |
| Thompson David Blair |
| 0.35% | — | #6 | $700,346 | 22,227 | $0 | 0 | +22,227 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #15 | $684,466 | 21,723 | $643,978 | 23,155 | -1,432-6.18% | Reduce |
| Bellecapital International Ltd. |
| 0.1% | 0.08% | #8 | $629,073 | 19,965 | $461,228 | 16,584 | +3,381+20.39% | Add |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #12 | $395,400 | 12,549 | $350,479 | 12,602 | -53-0.42% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #16 | $275,830 | 8,754 | $0 | 0 | +8,754 | New Buy |
| Prosperity Financial Group, Inc. |
| 0.08% | 0.09% | #9 | $264,107 | 8,382 | $256,840 | 9,235 | -853-9.24% | Reduce |
| ZEGA Investments, LLC |
| 0.02% | — | #10 | $229,888 | 7,296 | $0 | 0 | +7,296 | New Buy |
| STEPHENS INC /AR/ |
| <0.01% | <0.01% | #13 | $227,998 | 7,236 | $223,744 | 8,045 | -809-10.06% | Reduce |
| Colonial Trust Co / SC |
| 0.01% | 0.01% | #11 | $103,916 | 3,298 | $70,280 | 2,527 | +771+30.51% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #19 | $14,368 | 456 | $38,658 | 1,390 | -934-67.19% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #20 | $10,303 | 327 | $0 | 0 | +327 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #21 | $7,531 | 239 | $12,113 | 488 | -249-51.02% | Reduce |
| Ascentis Wealth Management, LLC |
| <0.01% | 0.01% | #14 | $3,615 | 130 | $46,556 | 1,674 | -1,544-92.23% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | — | #18 | $2,647 | 84 | $0 | 0 | +84 | New Buy |
| Solstein Capital, LLC |
| <0.01% | <0.01% | #17 | $756 | 24 | $667 | 24 | 00.00% | Unchanged |
