| CreativeOne Wealth, LLC |
| 1.76% | 1.68% | #1 | $81.7M | 1.6M | $72.1M | 1.5M | +59,440+3.98% | Add |
| Triad Wealth Partners, LLC |
| 0.1% | — | #3 | $1.7M | 31,541 | $0 | 0 | +31,541 | New Buy |
| BAM Wealth Management, LLC |
| 0.57% | 0.6% | #2 | $908,720 | 17,293 | $801,963 | 16,615 | +678+4.08% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #8 | $500,366 | 9,522 | $51 | 1 | +9,521+952,100.00% | Add |
| EverSource Wealth Advisors, LLC |
| 0.01% | 0.01% | #4 | $271,743 | 5,171 | $251,005 | 5,200 | -29-0.56% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #5 | $241,910 | 4,604 | $222,202 | 4,604 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #7 | $23,647 | 450 | $21,720 | 450 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | <0.01% | #9 | $10,878 | 207 | $9,991 | 207 | 00.00% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #6 | $3,573 | 68 | $0 | 0 | +68 | New Buy |
