| Armbruster Capital Management, Inc. |
| 4.87% | 4.66% | #2 | $32.7M | 191,754 | $28.4M | 190,437 | +1,317+0.69% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.27% | 0.27% | #10 | $26.3M | 154,711 | $21.5M | 144,063 | +10,648+7.39% | Add |
| Pure Financial Advisors, LLC |
| 0.3% | 0.3% | #9 | $23.6M | 138,331 | $20.4M | 136,998 | +1,333+0.97% | Add |
| Focus Partners Wealth |
| 0.01% | 0.01% | #37 | $12.8M | 74,972 | $11.2M | 75,307 | -335-0.44% | Reduce |
| Genesis Wealth Advisors, LLC |
| 6.21% | 5.92% | #1 | $10.4M | 60,996 | $8.9M | 59,399 | +1,597+2.69% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #42 | $7.0M | 40,824 | $2.9M | 19,515 | +21,309+109.19% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #61 | $6.2M | 36,190 | $4.2M | 28,005 | +8,185+29.23% | Add |
| Wealthspire Advisors, LLC |
| 0.03% | — | #29 | $5.8M | 34,325 | $0 | 0 | +34,325 | New Buy |
| Cannon Wealth Management Services, LLC |
| 2.92% | 2.81% | #3 | $5.3M | 31,337 | $4.2M | 27,819 | +3,518+12.65% | Add |
| Medallion Wealth Advisors, LLC |
| 1.5% | 1.34% | #5 | $4.9M | 28,760 | $4.1M | 27,474 | +1,286+4.68% | Add |
| BEACON FINANCIAL PLANNING, INC |
| 1.5% | 1.62% | #4 | $4.4M | 25,958 | $4.2M | 28,092 | -2,134-7.60% | Reduce |
| Capital Advisors, Ltd. LLC |
| 0.36% | 0.37% | #8 | $3.6M | 21,013 | $3.3M | 22,054 | -1,041-4.72% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #66 | $3.6M | 20,861 | $3.3M | 22,382 | -1,521-6.80% | Reduce |
| Royal Fund Management, LLC |
| 0.26% | 0.24% | #11 | $3.1M | 18,246 | $2.5M | 16,839 | +1,407+8.36% | Add |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #57 | $2.9M | 17,134 | $1.9M | 12,929 | +4,205+32.52% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #81 | $2.9M | 16,825 | $2.2M | 14,802 | +2,023+13.67% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #39 | $2.5M | 11,253 | $1.4M | 9,076 | +2,177+23.99% | Add |
| Coastline Trust Co |
| 0.21% | 0.21% | #14 | $2.4M | 13,860 | $2.1M | 14,226 | -366-2.57% | Reduce |
| Root Financial Partners, LLC |
| 0.09% | 0.08% | #21 | $2.2M | 13,100 | $1.8M | 12,064 | +1,036+8.59% | Add |
| Vise Technologies, Inc. |
| 0.02% | 0.02% | #33 | $2.0M | 11,505 | $848,844 | 5,533 | +5,972+107.93% | Add |
| Chicago Partners Investment Group LLC |
| 0.04% | 0.04% | #27 | $1.9M | 11,543 | $1.9M | 11,795 | -252-2.14% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | <0.01% | #65 | $1.5M | 8,600 | $2.3M | 15,300 | -6,700-43.79% | Reduce |
| INTERACTIVE FINANCIAL ADVISORS, INC. |
| 0.83% | 0.81% | #6 | $1.4M | 8,024 | $1.2M | 8,306 | -282-3.40% | Reduce |
| Caitlin John, LLC |
| 0.72% | 0.48% | #7 | $1.3M | 7,779 | $795,813 | 5,333 | +2,446+45.87% | Add |
| Hobart Private Capital, LLC |
| 0.18% | 1.39% | #15 | $1.0M | 6,034 | $7.1M | 47,470 | -41,436-87.29% | Reduce |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #47 | $838,167 | 4,922 | $734,524 | 4,922 | 00.00% | Unchanged |
| National Philanthropic Trust |
| 0.01% | — | #40 | $827,950 | 4,862 | $0 | 0 | +4,862 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #49 | $745,870 | 4,380 | $721,840 | 4,837 | -457-9.45% | Reduce |
| Kathmere Capital Management, LLC |
| 0.04% | 0.04% | #26 | $740,591 | 4,349 | $649,013 | 4,349 | 00.00% | Unchanged |
| Arrowroot Family Office, LLC |
| 0.21% | 0.21% | #13 | $737,107 | 4,329 | $633,072 | 4,242 | +87+2.05% | Add |
| GSG Advisors LLC |
| 0.16% | 0.17% | #17 | $733,427 | 4,307 | $641,049 | 4,296 | +11+0.26% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #60 | $704,830 | 4,139 | $609,000 | 4,079 | +60+1.47% | Add |
| WealthCare Investment Partners, LLC |
| 0.17% | 0.14% | #16 | $701,215 | 4,118 | $509,254 | 3,401 | +717+21.08% | Add |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | <0.01% | #51 | $644,201 | 3,783 | $597,176 | 4,002 | -219-5.47% | Reduce |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #53 | $602,239 | 3,537 | $527,408 | 3,534 | +3+0.08% | Add |
| Creative Planning |
| <0.01% | <0.01% | #76 | $588,194 | 3,454 | $515,378 | 3,454 | 00.00% | Unchanged |
| NWAM LLC |
| 0.03% | 0.03% | #30 | $570,344 | 3,349 | $498,543 | 3,341 | +8+0.24% | Add |
| Security Financial Services, INC. |
| 0.08% | 0.08% | #22 | $561,237 | 3,296 | $505,579 | 3,388 | -92-2.72% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #67 | $543,161 | 3,168 | $340,291 | 2,261 | +907+40.11% | Add |
| Kraft, Davis & Associates, LLC |
| 0.11% | 0.11% | #20 | $524,084 | 3,120 | $497,306 | 3,119 | +1+0.03% | Add |
| BIP Wealth, LLC |
| 0.01% | 0.02% | #34 | $523,738 | 3,076 | $507,968 | 3,404 | -328-9.64% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #69 | $514,570 | 3,022 | $495,140 | 3,318 | -296-8.92% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #85 | $502,000 | 2,947 | $439,000 | 2,940 | +7+0.24% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #58 | $478,855 | 2,812 | $470,084 | 3,150 | -338-10.73% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #71 | $467,105 | 2,743 | $412,789 | 2,766 | -23-0.83% | Reduce |
| Professional Financial Advisors, LLC |
| 0.07% | 0.07% | #23 | $404,120 | 2,373 | $354,094 | 2,373 | 00.00% | Unchanged |
| Walkner Condon Financial Advisors LLC |
| 0.05% | 0.05% | #25 | $402,736 | 2,365 | $352,936 | 2,365 | 00.00% | Unchanged |
| Dynamic Advisor Solutions LLC |
| 0.01% | 0.01% | #41 | $372,084 | 2,185 | $324,134 | 2,172 | +13+0.60% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.01% | 0.01% | #36 | $340,580 | 2,000 | $298,466 | 2,000 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #88 | $317,007 | 1,871 | $263,445 | 1,802 | +69+3.83% | Add |
