| BIP Wealth, LLC |
| 0.57% | 0.82% | #8 | $20.1M | 736,972 | $20.2M | 760,919 | -23,947-3.15% | Reduce |
| J. L. Bainbridge & Co., Inc. |
| 1.25% | 1.61% | #3 | $15.9M | 581,471 | $18.1M | 682,097 | -100,626-14.75% | Reduce |
| Crown Wealth Group, LLC |
| 3.57% | 3.89% | #1 | $14.0M | 513,454 | $13.2M | 498,567 | +14,887+2.99% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #40 | $10.9M | 400,000 | $10.6M | 400,000 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #31 | $4.6M | 167,821 | $3.3M | 124,997 | +42,824+34.26% | Add |
| FC Advisory LLC |
| 1.11% | 1.19% | #4 | $4.2M | 153,596 | $4.1M | 152,995 | +601+0.39% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.07% | 0.05% | #13 | $3.1M | 114,196 | $2.1M | 77,782 | +36,414+46.82% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #35 | $2.5M | 89,962 | $2.4M | 89,705 | +257+0.29% | Add |
| Grantvest Financial Group LLC |
| 0.99% | 1.1% | #5 | $1.7M | 62,521 | $1.7M | 64,126 | -1,605-2.50% | Reduce |
| Crewe Advisors LLC |
| 0.11% | 0.17% | #11 | $1.6M | 57,241 | $2.0M | 75,690 | -18,449-24.37% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #30 | $1.5M | 55,025 | $1.5M | 55,025 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | — | #27 | $1.5M | 54,814 | $0 | 0 | +54,814 | New Buy |
| Blue Sky Capital Consultants Group, Inc. |
| 0.6% | 0.64% | #7 | $1.4M | 51,506 | $1.3M | 50,447 | +1,059+2.10% | Add |
| Kestra Investment Management, LLC |
| 0.03% | — | #16 | $1.3M | 48,847 | $0 | 0 | +48,847 | New Buy |
| ATX Financial Planning, LLC |
| 0.88% | 0.88% | #6 | $1.2M | 43,520 | $1.2M | 43,520 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #33 | $994,957 | 36,392 | $604,971 | 22,768 | +13,624+59.84% | Add |
| Amplius Wealth Advisors, LLC |
| 0.06% | 0.07% | #14 | $810,543 | 29,647 | $787,745 | 29,647 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | <0.01% | #38 | $749,657 | 27,420 | $728,571 | 27,420 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #41 | $745,310 | 27,261 | $785,619 | 29,567 | -2,306-7.80% | Reduce |
| Encompass More Asset Management |
| 0.11% | 0.14% | #12 | $732,625 | 26,797 | $855,739 | 32,206 | -5,409-16.80% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #43 | $729,180 | 26,671 | $927,055 | 34,890 | -8,219-23.56% | Reduce |
| Smith & Howard Wealth Management, LLC |
| 0.13% | 0.13% | #10 | $640,353 | 23,422 | $622,341 | 23,422 | 00.00% | Unchanged |
| CROSSPOINT FINANCIAL, LLC |
| 1.36% | 1.45% | #2 | $592,815 | 21,683 | $576,141 | 21,683 | 00.00% | Unchanged |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #23 | $553,248 | 20,236 | $531,549 | 20,005 | +231+1.15% | Add |
| Ausdal Financial Partners, Inc. |
| 0.02% | 0.02% | #18 | $536,981 | 19,641 | $521,877 | 19,641 | 00.00% | Unchanged |
| Strategic Blueprint, LLC |
| 0.02% | 0.03% | #17 | $469,288 | 17,165 | $475,830 | 17,908 | -743-4.15% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.01% | 0.01% | #22 | $450,888 | 16,492 | $447,957 | 16,859 | -367-2.18% | Reduce |
| Lido Advisors, LLC |
| <0.01% | <0.01% | #32 | $448,211 | 16,394 | $435,604 | 16,394 | 00.00% | Unchanged |
| Shared Vision Wealth Group LLC |
| 0.13% | 0.15% | #9 | $389,702 | 14,254 | $378,740 | 14,254 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #37 | $370,000 | 13,533 | $359,590 | 13,533 | 00.00% | Unchanged |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #25 | $328,597 | 12,019 | $902,583 | 33,969 | -21,950-64.62% | Reduce |
| MIDDLETON & CO INC/MA |
| 0.03% | 0.05% | #15 | $322,610 | 11,800 | $407,862 | 15,350 | -3,550-23.13% | Reduce |
| ARS Investment Partners, LLC |
| 0.01% | 0.01% | #20 | $273,125 | 9,990 | $265,442 | 9,990 | 00.00% | Unchanged |
| Kovack Advisors, Inc. |
| 0.01% | 0.01% | #19 | $255,685 | 9,353 | $248,492 | 9,353 | 00.00% | Unchanged |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #29 | $235,478 | 8,613 | $228,854 | 8,613 | 00.00% | Unchanged |
| Sigma Planning Corp |
| 0.01% | — | #24 | $214,317 | 7,839 | $0 | 0 | +7,839 | New Buy |
| Prosperity Consulting Group, LLC |
| 0.01% | 0.01% | #21 | $213,989 | 7,827 | $207,970 | 7,827 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | — | #46 | $189,264 | 6,934 | $0 | 0 | +6,934 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #36 | $64,119 | 2,345 | $62,384 | 2,345 | 00.00% | Unchanged |
| FIDUCIARY FINANCIAL ADVISORS |
| <0.01% | — | #26 | $48,091 | 1,759 | $0 | 0 | +1,759 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #34 | $46,013 | 1,683 | $44,719 | 1,683 | 00.00% | Unchanged |
| Blue Trust, Inc. |
| <0.01% | — | #39 | $39,643 | 1,450 | $0 | 0 | +1,450 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #42 | $16,404 | 600 | $0 | 0 | +600 | New Buy |
| Bernard Wealth Management Corp. |
| <0.01% | <0.01% | #28 | $9,858 | 371 | $9,858 | 371 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | — | #45 | $5,769 | 211 | $0 | 0 | +211 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #44 | $2,187 | 80 | $2,126 | 80 | 00.00% | Unchanged |
