| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| 13.68% | 13.63% | #2 | $316.3M | 5.4M | $282.5M | 5.4M | -60,631-1.12% | Reduce |
| Wealthcare Advisory Partners LLC |
| 1.16% | 1% | #9 | $60.9M | 1.0M | $51.5M | 988,091 | +43,624+4.41% | Add |
| RATIONAL ADVISORS, INC. |
| 3.98% | 7.08% | #5 | $43.4M | 735,041 | $69.3M | 1.3M | -561,532-43.31% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.3% | 0.31% | #17 | $36.1M | 611,866 | $31.8M | 609,980 | +1,886+0.31% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #48 | $32.7M | 554,125 | $29.4M | 563,758 | -9,633-1.71% | Reduce |
| Professional Financial Advisors, LLC |
| 5.29% | 5.4% | #3 | $30.6M | 518,200 | $26.5M | 508,357 | +9,843+1.94% | Add |
| 46 Peaks LLC |
| 14.35% | 16.82% | #1 | $22.8M | 386,537 | $23.1M | 442,988 | -56,451-12.74% | Reduce |
| LPL Financial LLC |
| 0.01% | <0.01% | #68 | $22.5M | 380,758 | $18.3M | 350,975 | +29,783+8.49% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.03% | 0.04% | #46 | $19.4M | 327,755 | $17.0M | 323,446 | +4,309+1.33% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #69 | $14.4M | 244,408 | $13.2M | 253,846 | -9,438-3.72% | Reduce |
| WJ Interests, LLC |
| 4.39% | 9.89% | #4 | $11.4M | 192,789 | $25.8M | 494,002 | -301,213-60.97% | Reduce |
| Perennial Investment Advisors, LLC |
| 0.63% | 0.67% | #11 | $9.5M | 161,472 | $8.4M | 160,605 | +867+0.54% | Add |
| BNP PARIBAS FINANCIAL MARKETS |
| <0.01% | <0.01% | #72 | $9.0M | 152,814 | $8.3M | 159,259 | -6,445-4.05% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.03% | #49 | $7.6M | 129,199 | $7.0M | 134,234 | -5,035-3.75% | Reduce |
| Fermata Advisors, LLC |
| 1.41% | 1.4% | #7 | $6.9M | 117,673 | $6.2M | 119,495 | -1,822-1.52% | Reduce |
| REGIONS FINANCIAL CORP |
| 0.03% | <0.01% | #45 | $5.7M | 96,117 | $241,194 | 4,625 | +91,492+1,978.21% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #100 | $5.4M | 92,185 | $3.6M | 70,136 | +22,049+31.44% | Add |
| Bravias Capital Group, LLC |
| 3.1% | 2.93% | #6 | $5.2M | 88,453 | $4.5M | 85,896 | +2,557+2.98% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #65 | $4.9M | 83,404 | $4.0M | 75,758 | +7,646+10.09% | Add |
| Private Advisor Group, LLC |
| 0.02% | 0.02% | #50 | $4.8M | 80,821 | $4.4M | 84,855 | -4,034-4.75% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #101 | $4.2M | 70,390 | $3.8M | 69,658 | +732+1.05% | Add |
| CIBC Bancorp USA Inc. |
| <0.01% | <0.01% | #71 | $3.8M | 64,423 | $2.9M | 55,755 | +8,668+15.55% | Add |
| RHS Financial, LLC |
| 1.25% | 1.24% | #8 | $3.1M | 52,514 | $2.6M | 50,349 | +2,165+4.30% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #75 | $2.9M | 49,934 | $2.6M | 50,456 | -522-1.03% | Reduce |
| Leading Edge Financial Planning LLC |
| 0.46% | 0.44% | #14 | $2.6M | 43,755 | $2.1M | 39,853 | +3,902+9.79% | Add |
| Insight Wealth Strategies, LLC |
| 0.22% | 0.22% | #22 | $2.3M | 39,051 | $2.0M | 37,569 | +1,482+3.94% | Add |
| Morton Capital Management LLC/CA |
| 0.27% | 0.26% | #19 | $2.0M | 33,148 | $1.7M | 33,058 | +90+0.27% | Add |
| Golden State Wealth Management, LLC |
| 0.15% | 0.17% | #25 | $1.7M | 27,944 | $1.5M | 29,404 | -1,460-4.97% | Reduce |
| Ausdal Financial Partners, Inc. |
| 0.06% | 0.07% | #40 | $1.5M | 24,970 | $1.5M | 28,842 | -3,872-13.42% | Reduce |
| Innova Wealth Partners |
| 0.56% | 0.56% | #13 | $1.4M | 23,169 | $1.2M | 22,807 | +362+1.59% | Add |
| Herold Advisors, Inc. |
| 0.27% | 0.27% | #18 | $1.4M | 23,000 | $1.3M | 24,000 | -1,000-4.17% | Reduce |
| Sierra Capital LLC |
| 0.12% | 0.13% | #29 | $1.3M | 21,439 | $1.1M | 21,439 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #78 | $1.2M | 20,888 | $1.1M | 20,886 | +2+0.01% | Add |
| HOWARD BAILEY SECURITIES, LLC |
| 0.44% | 0.51% | #15 | $1.2M | 19,882 | $1.2M | 23,966 | -4,084-17.04% | Reduce |
| Belpointe Asset Management LLC |
| 0.04% | 0.04% | #44 | $1.1M | 18,972 | $999,820 | 19,172 | -200-1.04% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #84 | $1.1M | 18,170 | $997,164 | 19,121 | -951-4.97% | Reduce |
| XY Planning Network, Inc. |
| 0.13% | 0.15% | #27 | $1.1M | 18,033 | $916,910 | 17,515 | +518+2.96% | Add |
| Wright Wealth LLC |
| 0.63% | 0.62% | #12 | $1.0M | 17,718 | $930,825 | 17,849 | -131-0.73% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #102 | $927,912 | 15,714 | $843,736 | 16,179 | -465-2.87% | Reduce |
| United Advisor Group, LLC |
| 0.1% | 0.09% | #34 | $912,724 | 15,457 | $753,740 | 14,453 | +1,004+6.95% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #81 | $864,551 | 14,641 | $860,892 | 16,508 | -1,867-11.31% | Reduce |
| Bison Wealth, LLC |
| 0.08% | 0.08% | #37 | $854,489 | 14,391 | $875,092 | 14,918 | -527-3.53% | Reduce |
| Accurate Wealth Management, LLC |
| 0.08% | 0.13% | #36 | $826,719 | 13,950 | $1.1M | 19,995 | -6,045-30.23% | Reduce |
| ORBA Wealth Advisors, L.L.C. |
| 0.7% | 1.07% | #10 | $822,157 | 13,923 | $901,362 | 17,284 | -3,361-19.45% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #94 | $820,795 | 13,900 | $724,885 | 13,900 | 00.00% | Unchanged |
| WealthPlan Investment Management, LLC |
| 0.04% | 0.04% | #41 | $791,101 | 13,397 | $772,183 | 14,807 | -1,410-9.52% | Reduce |
| Quotient Wealth Partners, LLC |
| 0.02% | 0.02% | #54 | $774,677 | 13,119 | $689,527 | 13,222 | -103-0.78% | Reduce |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #70 | $758,478 | 12,845 | $668,022 | 12,810 | +35+0.27% | Add |
| Frontier Asset Management, LLC |
| 0.13% | 0.14% | #28 | $721,357 | 12,216 | $684,089 | 13,118 | -902-6.88% | Reduce |
| NDWM LLC |
| 0.41% | 0.4% | #16 | $699,692 | 11,849 | $623,084 | 11,948 | -99-0.83% | Reduce |
