| Meredith Wealth Planning |
| 12.3% | 11.23% | #1 | $52.1M | 613,056 | $41.5M | 534,577 | +78,479+14.68% | Add |
| Paul R. Ried Financial Group, LLC |
| 4.37% | 3.8% | #2 | $10.0M | 117,691 | $8.2M | 105,434 | +12,257+11.63% | Add |
| B&D White Capital Company, LLC |
| 0.43% | 0.49% | #7 | $4.4M | 51,228 | $4.0M | 51,228 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #20 | $3.3M | 38,449 | $2.9M | 37,718 | +731+1.94% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #26 | $2.7M | 31,487 | $1.8M | 23,126 | +8,361+36.15% | Add |
| McCartney Wealth Management LLC |
| 1.89% | 1.86% | #3 | $2.5M | 29,256 | $2.2M | 28,544 | +712+2.49% | Add |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
| 1.46% | — | #5 | $2.5M | 29,239 | $0 | 0 | +29,239 | New Buy |
| Evanson Financial, LLC |
| 0.12% | — | #11 | $2.4M | 28,269 | $0 | 0 | +28,269 | New Buy |
| M Wealth Management, LLC |
| 1.8% | 1.76% | #4 | $2.3M | 26,914 | $2.1M | 26,890 | +24+0.09% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #25 | $2.0M | 23,325 | $1.8M | 23,037 | +288+1.25% | Add |
| MAIMON WEALTH MANAGEMENT LTD. |
| 1.04% | — | #6 | $1.4M | 16,200 | $0 | 0 | +16,200 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #27 | $1.3M | 15,569 | $1.9M | 24,574 | -9,005-36.64% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #21 | $1.1M | 13,255 | $711,147 | 9,171 | +4,084+44.53% | Add |
| ENTREWEALTH, LLC |
| 0.36% | 0.33% | #9 | $960,813 | 10,987 | $741,437 | 9,562 | +1,425+14.90% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #24 | $917,653 | 10,793 | $413,155 | 5,328 | +5,465+102.57% | Add |
| Ridgeline Wealth, LLC |
| 0.42% | 0.46% | #8 | $717,994 | 8,445 | $646,529 | 8,338 | +107+1.28% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #30 | $651,676 | 7,674 | $608,065 | 8,040 | -366-4.55% | Reduce |
| Asset One Wealth Management LLC |
| 0.06% | 0.05% | #13 | $529,982 | 6,195 | $492,496 | 6,020 | +175+2.91% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #29 | $473,136 | 5,565 | $271,080 | 3,496 | +2,069+59.18% | Add |
| Empirical Finance, LLC |
| 0.02% | 0.02% | #15 | $447,205 | 5,260 | $407,860 | 5,260 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #22 | $382,961 | 4,504 | $347,845 | 4,458 | +46+1.03% | Add |
| Copper Harbor Investment Advisors, LLC |
| 0.08% | — | #12 | $381,770 | 4,490 | $0 | 0 | +4,490 | New Buy |
| Vawter Financial, Ltd. |
| 0.13% | 0.14% | #10 | $352,610 | 4,147 | $336,364 | 4,338 | -191-4.40% | Reduce |
| Compound Planning, Inc. |
| 0.01% | 0.01% | #19 | $311,359 | 3,662 | $284,509 | 3,669 | -7-0.19% | Reduce |
| SAX WEALTH ADVISORS, LLC |
| 0.01% | 0.01% | #17 | $279,919 | 3,610 | $281,377 | 3,845 | -235-6.11% | Reduce |
| Mosley Wealth Management |
| 0.04% | — | #14 | $114,324 | 1,345 | $0 | 0 | +1,345 | New Buy |
| Rialto Wealth Management, LLC |
| 0.02% | 0.02% | #16 | $90,292 | 1,062 | $72,733 | 938 | +124+13.22% | Add |
| Allworth Financial LP |
| <0.01% | — | #28 | $51,438 | 605 | $0 | 0 | +605 | New Buy |
| Orion Capital Management LLC |
| 0.01% | 0.01% | #18 | $26,781 | 315 | $24,425 | 315 | 00.00% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC |
| <0.01% | <0.01% | #23 | $16,579 | 195 | $15,121 | 195 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #31 | $81 | 1 | $0 | 0 | +1 | New Buy |
