| OxenFree Capital LLC |
| 7.14% | 6.39% | #1 | $15.6M | 405,330 | $13.2M | 371,453 | +33,877+9.12% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.07% | 0.07% | #6 | $7.0M | 180,200 | $5.7M | 169,552 | +10,648+6.28% | Add |
| Summit Financial, LLC |
| 0.05% | 0.05% | #7 | $4.9M | 126,522 | $4.3M | 128,642 | -2,120-1.65% | Reduce |
| FINANCIAL MANAGEMENT NETWORK INC |
| 0.59% | 0.6% | #3 | $4.1M | 107,108 | $3.9M | 112,000 | -4,892-4.37% | Reduce |
| WealthPlan Investment Management, LLC |
| 0.18% | 0.17% | #5 | $3.6M | 94,033 | $3.1M | 92,929 | +1,104+1.19% | Add |
| UPTICK PARTNERS, LLC |
| 0.28% | 0.33% | #4 | $1.8M | 46,043 | $1.7M | 50,305 | -4,262-8.47% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #18 | $1.6M | 40,361 | $1.4M | 42,446 | -2,085-4.91% | Reduce |
| PARAGON CAPITAL MANAGEMENT INC |
| 0.93% | 0.88% | #2 | $1.3M | 32,422 | $1.0M | 31,195 | +1,227+3.93% | Add |
| Chicago Partners Investment Group LLC |
| 0.02% | 0.02% | #12 | $842,719 | 22,167 | $808,023 | 22,297 | -130-0.58% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #20 | $707,505 | 18,232 | $540,363 | 16,198 | +2,034+12.56% | Add |
| PDS Planning, Inc |
| 0.04% | 0.04% | #8 | $662,681 | 17,077 | $567,978 | 17,026 | +51+0.30% | Add |
| PFG Investments, LLC |
| 0.02% | 0.02% | #11 | $608,706 | 15,686 | $498,727 | 14,950 | +736+4.92% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #29 | $487,399 | 12,560 | $457,666 | 13,719 | -1,159-8.45% | Reduce |
| Advyzon Investment Management, LLC |
| 0.03% | 0.06% | #9 | $477,734 | 12,311 | $621,230 | 18,622 | -6,311-33.89% | Reduce |
| Everhart Financial Group, Inc. |
| 0.03% | 0.03% | #10 | $465,810 | 12,004 | $407,992 | 12,230 | -226-1.85% | Reduce |
| Avantax Planning Partners, Inc. |
| 0.01% | 0.01% | #15 | $463,922 | 11,955 | $398,819 | 11,955 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #31 | $423,525 | 10,914 | $459,234 | 13,766 | -2,852-20.72% | Reduce |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #19 | $390,825 | 10,071 | $335,836 | 10,067 | +4+0.04% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.02% | #13 | $372,884 | 9,609 | $320,000 | 9,600 | +9+0.09% | Add |
| Creative Planning |
| <0.01% | <0.01% | #27 | $353,947 | 9,121 | $304,277 | 9,121 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #23 | $296,944 | 7,746 | $269,225 | 7,996 | -250-3.13% | Reduce |
| Essex Financial Services, Inc. |
| 0.01% | 0.02% | #14 | $279,246 | 7,196 | $377,528 | 11,317 | -4,121-36.41% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #25 | $244,102 | 6,289 | $209,691 | 6,285 | +4+0.06% | Add |
| World Investment Advisors |
| <0.01% | <0.01% | #17 | $233,520 | 7,000 | $233,520 | 7,000 | 00.00% | Unchanged |
| Betterment LLC |
| <0.01% | — | #24 | $231,515 | 5,966 | $0 | 0 | +5,966 | New Buy |
| Parallel Advisors, LLC |
| <0.01% | <0.01% | #22 | $64,029 | 1,650 | $55,044 | 1,650 | 00.00% | Unchanged |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #26 | $41,289 | 1,064 | $35,395 | 1,061 | +3+0.28% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #28 | $23,633 | 609 | $20,424 | 609 | 00.00% | Unchanged |
| N.E.W. Advisory Services LLC |
| <0.01% | <0.01% | #21 | $14,669 | 378 | $12,610 | 378 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #30 | $13,582 | 350 | $11,676 | 350 | 00.00% | Unchanged |
| IFG Advisory, LLC |
| <0.01% | <0.01% | #16 | $1,668 | 50 | $1,668 | 50 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #32 | $57 | 1 | $66 | 1 | 00.00% | Unchanged |
