| EverSource Wealth Advisors, LLC |
| 1.98% | 2.4% | #1 | $58.9M | 1.5M | $78.9M | 2.4M | -889,883-37.08% | Reduce |
| LifeGuide Financial Advisors, LLC |
| 1.65% | 1.53% | #2 | $5.8M | 148,164 | $4.8M | 145,219 | +2,945+2.03% | Add |
| Smartleaf Asset Management LLC |
| 0.12% | 0.11% | #8 | $3.6M | 94,420 | $3.0M | 94,420 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #12 | $3.2M | 82,246 | $2.9M | 87,610 | -5,364-6.12% | Reduce |
| Cornerstone Financial Management LLC |
| 1.62% | 1.56% | #3 | $2.0M | 51,650 | $1.7M | 51,828 | -178-0.34% | Reduce |
| NATURAL INVESTMENTS, LLC |
| 0.27% | 0.24% | #6 | $1.2M | 30,936 | $981,000 | 29,862 | +1,074+3.60% | Add |
| Merit Financial Group, LLC |
| <0.01% | — | #13 | $635,247 | 16,280 | $0 | 0 | +16,280 | New Buy |
| TrustWell Financial Advisors, LLC |
| 0.45% | 0.41% | #5 | $530,656 | 13,600 | $434,978 | 13,237 | +363+2.74% | Add |
| Strategic Blueprint, LLC |
| 0.02% | 0.02% | #10 | $476,044 | 12,200 | $400,397 | 12,185 | +15+0.12% | Add |
| OneAscent Financial Services LLC |
| 0.02% | — | #11 | $416,111 | 10,664 | $0 | 0 | +10,664 | New Buy |
| Sound Stewardship, LLC |
| 0.14% | — | #7 | $331,028 | 8,484 | $0 | 0 | +8,484 | New Buy |
| Brand Asset Management Group, Inc. |
| 0.05% | 0.08% | #9 | $231,974 | 5,945 | $305,325 | 9,292 | -3,347-36.02% | Reduce |
| LGT Financial Advisors LLC |
| 0.57% | 0.47% | #4 | $108,085 | 2,770 | $91,022 | 2,770 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | — | #14 | $5,140 | 134 | $0 | 0 | +134 | New Buy |
