| Faithward Advisors, LLC |
| 2.5% | 2.82% | #2 | $20.5M | 901,650 | $19.8M | 870,735 | +30,915+3.55% | Add |
| Compound Planning, Inc. |
| 0.29% | 0.3% | #8 | $11.3M | 496,108 | $9.7M | 426,949 | +69,159+16.20% | Add |
| Blueprint Investment Partners LLC |
| 0.52% | 0.59% | #6 | $6.2M | 272,904 | $5.8M | 253,946 | +18,958+7.47% | Add |
| Blueprint Financial Advisors LLC |
| 0.69% | 0.86% | #5 | $6.2M | 272,904 | $5.8M | 253,946 | +18,958+7.47% | Add |
| PALLADIEM, LLC |
| 5.63% | 5.57% | #1 | $5.8M | 255,139 | $5.8M | 255,110 | +29+0.01% | Add |
| WealthTrak Capital Management LLC |
| 1.9% | 2% | #3 | $2.9M | 127,044 | $2.8M | 123,373 | +3,671+2.98% | Add |
| International Private Wealth Advisors LLC |
| 0.97% | 1.18% | #4 | $1.9M | 82,668 | $1.9M | 84,822 | -2,154-2.54% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.02% | 0.03% | #11 | $966,817 | 42,470 | $989,950 | 43,547 | -1,077-2.47% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.01% | #10 | $891,834 | 39,231 | $891,834 | 39,231 | 00.00% | Unchanged |
| GTS SECURITIES LLC |
| 0.01% | — | #12 | $661,915 | 29,076 | $0 | 0 | +29,076 | New Buy |
| Ashton Thomas Private Wealth, LLC |
| 0.01% | 0.01% | #14 | $446,012 | 19,592 | $627,146 | 27,588 | -7,996-28.98% | Reduce |
| Encompass More Asset Management |
| 0.05% | 0.07% | #9 | $373,068 | 16,388 | $397,485 | 17,485 | -1,097-6.27% | Reduce |
| Atlas Wealth Partners, LLC |
| 0.4% | 0.38% | #7 | $365,373 | 16,050 | $373,956 | 16,450 | -400-2.43% | Reduce |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #16 | $207,477 | 9,114 | $207,188 | 9,114 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #15 | $186,352 | 8,186 | $244,920 | 10,761 | -2,575-23.93% | Reduce |
| TUCKER ASSET MANAGEMENT LLC |
| 0.01% | — | #13 | $32,576 | 1,433 | $0 | 0 | +1,433 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #17 | $17,756 | 780 | $17,641 | 776 | +4+0.52% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #18 | $9,652 | 424 | $0 | 0 | +424 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #19 | $2,117 | 93 | $8,843 | 389 | -296-76.09% | Reduce |
