| Cogent Private Wealth, Inc. |
| 6.61% | 5.37% | #1 | $10.6M | 145,179 | $7.4M | 110,713 | +34,466+31.13% | Add |
| Great Point Wealth Advisors, LLC |
| 1.07% | 1.13% | #3 | $6.6M | 90,833 | $6.1M | 90,874 | -41-0.05% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #19 | $2.3M | 31,860 | $2.4M | 35,804 | -3,944-11.02% | Reduce |
| CROSSPOINT FINANCIAL, LLC |
| 2.87% | 3.58% | #2 | $1.3M | 17,200 | $1.4M | 21,170 | -3,970-18.75% | Reduce |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.01% | 0.02% | #12 | $1.2M | 16,395 | $1.1M | 15,044 | +1,351+8.98% | Add |
| Vawter Financial, Ltd. |
| 0.43% | 0.44% | #4 | $1.1M | 15,652 | $1.0M | 15,414 | +238+1.54% | Add |
| Integrity Wealth Solutions LLC |
| 0.4% | 0.35% | #5 | $1.1M | 14,988 | $900,732 | 13,400 | +1,588+11.85% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #16 | $1.0M | 13,754 | $685,711 | 10,199 | +3,555+34.86% | Add |
| Versant Capital Management, Inc |
| 0.07% | 0.09% | #8 | $800,527 | 10,983 | $961,746 | 14,308 | -3,325-23.24% | Reduce |
| OceanIQ Capital, LLC |
| 0.31% | — | #6 | $523,015 | 7,084 | $0 | 0 | +7,084 | New Buy |
| Plancorp, LLC |
| 0.01% | 0.01% | #15 | $285,990 | 3,950 | $260,516 | 3,750 | +200+5.33% | Add |
| Arlington Financial Advisors, LLC |
| 0.03% | 0.04% | #9 | $271,815 | 3,729 | $246,954 | 3,674 | +55+1.50% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #18 | $269,842 | 3,702 | $238,000 | 3,548 | +154+4.34% | Add |
| marrick wealth, LLC |
| 0.18% | — | #7 | $249,141 | 3,418 | $0 | 0 | +3,418 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #22 | $245,379 | 3,366 | $227,730 | 3,388 | -22-0.65% | Reduce |
| Werba Rubin Papier Wealth Management |
| 0.03% | 0.03% | #10 | $226,910 | 3,113 | $222,896 | 3,316 | -203-6.12% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #21 | $215,120 | 2,951 | $0 | 0 | +2,951 | New Buy |
| Integrated Advisors Network LLC |
| 0.01% | — | #14 | $206,797 | 2,837 | $0 | 0 | +2,837 | New Buy |
| Robinswood Financial LLC |
| 0.02% | — | #11 | $79,271 | 1,087 | $0 | 0 | +1,087 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #20 | $43,735 | 600 | $40,564 | 600 | 00.00% | Unchanged |
| Mosley Wealth Management |
| 0.01% | — | #13 | $39,307 | 539 | $0 | 0 | +539 | New Buy |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #17 | $22,271 | 306 | $20,404 | 304 | +2+0.66% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | — | #23 | $3,936 | 54 | $0 | 0 | +54 | New Buy |
