| Elwood & Goetz Wealth Advisory Group, LLC |
| 5.24% | 5.14% | #2 | $35.4M | 441,006 | $30.3M | 419,573 | +21,433+5.11% | Add |
| HighTower Advisors, LLC |
| 0.03% | 0.01% | #39 | $33.0M | 410,979 | $8.7M | 119,840 | +291,139+242.94% | Add |
| Berger Financial Group, Inc |
| 1.1% | 0.99% | #8 | $21.6M | 269,524 | $17.6M | 244,192 | +25,332+10.37% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #55 | $19.9M | 248,067 | $8.8M | 122,110 | +125,957+103.15% | Add |
| Tarbox Family Office, Inc. |
| 2.76% | 1.88% | #7 | $19.3M | 240,067 | $11.6M | 160,661 | +79,406+49.42% | Add |
| Wealth Management Partners, LLC |
| 4.12% | 4.48% | #4 | $17.5M | 218,287 | $15.7M | 217,157 | +1,130+0.52% | Add |
| Networth Advisors, LLC |
| 8.83% | 9.1% | #1 | $15.2M | 189,314 | $12.9M | 178,285 | +11,029+6.19% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.01% | 0.01% | #53 | $15.1M | 187,798 | $11.5M | 159,550 | +28,248+17.70% | Add |
| CGN Advisors LLC |
| 1.06% | 0.94% | #9 | $14.5M | 180,847 | $12.0M | 165,461 | +15,386+9.30% | Add |
| Envision Financial Planning, LLC |
| 3.74% | 3.7% | #5 | $11.5M | 143,101 | $10.2M | 141,457 | +1,644+1.16% | Add |
| AE Wealth Management LLC |
| 0.05% | 0.04% | #35 | $11.3M | 141,166 | $8.2M | 113,090 | +28,076+24.83% | Add |
| MORGAN STANLEY |
| <0.01% | — | #68 | $10.2M | 126,988 | $0 | 0 | +126,988 | New Buy |
| Tiller Private Wealth, Inc. |
| 2.81% | 2.71% | #6 | $9.0M | 111,704 | $7.6M | 105,533 | +6,171+5.85% | Add |
| Bleakley Financial Group, LLC |
| 0.1% | 0.03% | #31 | $8.1M | 101,456 | $1.7M | 23,100 | +78,356+339.20% | Add |
| Independent Advisor Alliance |
| 0.19% | 0.09% | #24 | $8.1M | 101,205 | $8.4M | 115,855 | -14,650-12.65% | Reduce |
| Corient Private Wealth LLC |
| 0.01% | — | #54 | $7.2M | 89,404 | $0 | 0 | +89,404 | New Buy |
| Mendota Financial Group, LLC |
| 4.42% | 3.67% | #3 | $7.1M | 88,914 | $4.9M | 68,505 | +20,409+29.79% | Add |
| Chicago Partners Investment Group LLC |
| 0.11% | 0.12% | #30 | $5.4M | 68,484 | $5.2M | 67,642 | +842+1.24% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #47 | $4.1M | 51,660 | $3.8M | 52,161 | -501-0.96% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #64 | $4.1M | 50,481 | $3.5M | 48,353 | +2,128+4.40% | Add |
| &PARTNERS |
| 0.02% | 0.02% | #43 | $4.0M | 49,946 | $3.5M | 48,143 | +1,803+3.75% | Add |
| LexAurum Advisors, LLC |
| 0.44% | 0.41% | #18 | $3.8M | 47,944 | $3.1M | 43,432 | +4,512+10.39% | Add |
| COMMERCE BANK |
| 0.01% | 0.01% | #44 | $3.4M | 42,311 | $1.3M | 17,572 | +24,739+140.79% | Add |
| CFS Investment Advisory Services, LLC |
| 0.21% | 0.2% | #22 | $3.1M | 38,813 | $2.9M | 37,740 | +1,073+2.84% | Add |
| HB Wealth Management, LLC |
| 0.01% | 0.02% | #45 | $2.6M | 32,728 | $2.5M | 34,076 | -1,348-3.96% | Reduce |
| Balance Wealth Partners LLC |
| 0.69% | 0.44% | #11 | $2.6M | 32,120 | $1.4M | 19,509 | +12,611+64.64% | Add |
| Quad-Cities Investment Group, LLC |
| 0.82% | 0.71% | #10 | $2.3M | 28,370 | $1.8M | 24,537 | +3,833+15.62% | Add |
| Gradient Capital Advisors, LLC |
| 0.5% | 0.43% | #14 | $2.2M | 27,007 | $1.6M | 22,776 | +4,231+18.58% | Add |
| Summit Financial, LLC |
| 0.02% | 0.02% | #41 | $2.1M | 26,153 | $1.8M | 25,379 | +774+3.05% | Add |
| ENDEAVOR PRIVATE WEALTH, INC. |
| 0.5% | 0.53% | #13 | $2.1M | 25,743 | $1.8M | 25,423 | +320+1.26% | Add |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.13% | 0.03% | #27 | $1.9M | 24,203 | $268,340 | 3,715 | +20,488+551.49% | Add |
| Plancorp, LLC |
| 0.04% | 0.03% | #38 | $1.4M | 18,101 | $1.2M | 16,371 | +1,730+10.57% | Add |
| Jacobi Capital Management LLC |
| 0.07% | 0.07% | #33 | $1.4M | 17,115 | $1.2M | 16,405 | +710+4.33% | Add |
| WMG Financial Advisors, LLC |
| 0.49% | 0.49% | #17 | $1.3M | 16,300 | $1.2M | 16,300 | 00.00% | Unchanged |
| SRH ADVISORS, LLC |
| 0.32% | 0.31% | #20 | $1.3M | 15,798 | $1.1M | 15,022 | +776+5.17% | Add |
| Canvas Wealth Advisors, LLC |
| 0.17% | 0.1% | #26 | $1.3M | 15,585 | $566,289 | 7,839 | +7,746+98.81% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #49 | $1.2M | 14,634 | $1.1M | 14,914 | -280-1.88% | Reduce |
| Team Financial Group, LLC |
| 0.49% | 0.14% | #16 | $1.2M | 14,516 | $317,744 | 4,398 | +10,118+230.06% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.11% | — | #29 | $1.1M | 13,807 | $0 | 0 | +13,807 | New Buy |
| HTG Investment Advisors, Inc. |
| 0.26% | 0.2% | #21 | $1.0M | 12,707 | $709,469 | 9,821 | +2,886+29.39% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #74 | $1.0M | 12,494 | $737,209 | 10,205 | +2,289+22.43% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #73 | $974,717 | 12,146 | $0 | 0 | +12,146 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #62 | $917,819 | 11,437 | $826,209 | 11,437 | 00.00% | Unchanged |
| BENJAMIN EDWARDS INC |
| 0.01% | — | #50 | $886,701 | 11,050 | $0 | 0 | +11,050 | New Buy |
| Madrid Wealth Management, LLC |
| 0.56% | 0.79% | #12 | $847,497 | 10,561 | $1.0M | 14,455 | -3,894-26.94% | Reduce |
| GEN Financial Management, INC. |
| 0.5% | 0.46% | #15 | $833,156 | 10,382 | $744,434 | 10,305 | +77+0.75% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #63 | $768,600 | 9,578 | $639,100 | 8,847 | +731+8.26% | Add |
| FSA Advisors, Inc. |
| 0.33% | — | #19 | $724,903 | 9,033 | $0 | 0 | +9,033 | New Buy |
| Ameritas Advisory Services, LLC |
| 0.01% | — | #46 | $721,367 | 8,989 | $0 | 0 | +8,989 | New Buy |
| StrongBox Wealth, LLC |
| 0.2% | 0.2% | #23 | $695,687 | 8,669 | $626,682 | 8,675 | -6-0.07% | Reduce |
