| Savant Capital, LLC |
| 0.05% | 0.04% | #30 | $17.7M | 176,019 | $8.4M | 83,303 | +92,716+111.30% | Add |
| MJP ASSOCIATES INC /ADV |
| 1.51% | 2.07% | #2 | $13.8M | 137,430 | $17.0M | 169,162 | -31,732-18.76% | Reduce |
| Advisor OS, LLC |
| 0.92% | 1.26% | #5 | $13.8M | 137,430 | $17.5M | 173,271 | -35,841-20.68% | Reduce |
| Clear Creek Financial Management, LLC |
| 0.88% | 0.61% | #6 | $13.7M | 135,911 | $7.9M | 78,843 | +57,068+72.38% | Add |
| UPTICK PARTNERS, LLC |
| 1.51% | 2.38% | #3 | $9.7M | 96,513 | $11.9M | 118,372 | -21,859-18.47% | Reduce |
| Addison Capital Co |
| 1.46% | 1.18% | #4 | $8.9M | 88,563 | $6.6M | 65,973 | +22,590+34.24% | Add |
| Tower Research Capital LLC (TRC) |
| 0.17% | 0.14% | #20 | $6.8M | 67,586 | $5.3M | 52,155 | +15,431+29.59% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #69 | $4.3M | 43,059 | $3.2M | 31,388 | +11,671+37.18% | Add |
| FULCRUM WEALTH ADVISORS, LLC |
| 2.41% | — | #1 | $3.1M | 31,257 | $0 | 0 | +31,257 | New Buy |
| Bleakley Financial Group, LLC |
| 0.03% | 0.03% | #36 | $2.6M | 26,295 | $1.8M | 17,845 | +8,450+47.35% | Add |
| Belpointe Asset Management LLC |
| 0.06% | 0.07% | #29 | $2.0M | 19,546 | $1.9M | 18,437 | +1,109+6.02% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #75 | $1.9M | 18,833 | $2.1M | 21,311 | -2,478-11.63% | Reduce |
| PERSPECTIVE WEALTH ADVISORS LLC |
| 0.85% | — | #7 | $1.5M | 15,362 | $0 | 0 | +15,362 | New Buy |
| Luken Investment Analytics, LLC |
| 0.52% | 0.63% | #12 | $1.5M | 14,891 | $1.6M | 16,361 | -1,470-8.98% | Reduce |
| Mariner, LLC |
| <0.01% | — | #61 | $1.5M | 14,734 | $0 | 0 | +14,734 | New Buy |
| WPG Advisers, LLC |
| 0.84% | — | #8 | $1.4M | 14,121 | $0 | 0 | +14,121 | New Buy |
| Farther Finance Advisors, LLC |
| 0.01% | — | #45 | $1.3M | 12,871 | $0 | 0 | +12,871 | New Buy |
| STONE LOFT WEALTH MANAGEMENT LLC |
| 0.72% | 0.96% | #9 | $1.3M | 12,648 | $1.3M | 13,338 | -690-5.17% | Reduce |
| Compass Ion Advisors, LLC |
| 0.09% | — | #27 | $1.1M | 10,927 | $0 | 0 | +10,927 | New Buy |
| Mascagni Wealth Management, Inc. |
| 0.68% | 0.67% | #11 | $1.1M | 10,916 | $936,019 | 9,293 | +1,623+17.46% | Add |
| Worth Asset Management, LLC |
| 0.32% | 1.04% | #13 | $1.0M | 9,957 | $2.8M | 27,573 | -17,616-63.89% | Reduce |
| WPWealth LLP |
| 0.15% | 0.1% | #21 | $999,945 | 9,926 | $624,263 | 6,198 | +3,728+60.15% | Add |
| PRIVATE CLIENT SERVICES, LLC |
| 0.25% | 0.09% | #16 | $959,750 | 9,527 | $300,146 | 2,980 | +6,547+219.70% | Add |
| EP Wealth Advisors, LLC |
| <0.01% | — | #51 | $955,217 | 9,482 | $0 | 0 | +9,482 | New Buy |
| Vista Cima Wealth Management LLC |
| 0.69% | 1.56% | #10 | $930,032 | 9,232 | $1.6M | 15,714 | -6,482-41.25% | Reduce |
| WealthPlan Investment Management, LLC |
| 0.04% | 0.06% | #32 | $893,765 | 8,872 | $1.1M | 11,167 | -2,295-20.55% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #59 | $845,309 | 8,391 | $333,000 | 3,308 | +5,083+153.66% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #77 | $839,769 | 8,336 | $4.4M | 43,932 | -35,596-81.03% | Reduce |
| Pinnacle Family Advisors, LLC |
| 0.32% | 0.35% | #14 | $755,248 | 7,497 | $755,098 | 7,497 | 00.00% | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS |
| <0.01% | <0.01% | #68 | $719,687 | 7,144 | $530,694 | 5,269 | +1,875+35.59% | Add |
| CALTON & ASSOCIATES, INC. |
| 0.11% | 1.25% | #24 | $719,586 | 7,143 | $8.7M | 86,322 | -79,179-91.73% | Reduce |
| Mills Wealth Advisors LLC |
| 0.21% | — | #18 | $680,297 | 6,753 | $0 | 0 | +6,753 | New Buy |
| Parkwoods Wealth Partners, LLC |
| 0.1% | — | #25 | $630,632 | 6,260 | $0 | 0 | +6,260 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #65 | $612,121 | 6,085 | $0 | 0 | +6,085 | New Buy |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| <0.01% | <0.01% | #53 | $605,499 | 6,011 | $600,493 | 5,962 | +49+0.82% | Add |
| FCG Investment Co |
| 0.2% | — | #19 | $592,754 | 5,884 | $0 | 0 | +5,884 | New Buy |
| OpenArc Corporate Advisory, LLC |
| 0.01% | — | #48 | $549,940 | 5,459 | $0 | 0 | +5,459 | New Buy |
| Main Street Financial Solutions, LLC |
| 0.03% | — | #37 | $501,182 | 4,975 | $0 | 0 | +4,975 | New Buy |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.02% | — | #40 | $499,334 | 4,957 | $0 | 0 | +4,957 | New Buy |
| Beacon Pointe Advisors, LLC |
| <0.01% | 0.01% | #58 | $493,647 | 4,900 | $1.3M | 12,680 | -7,780-61.36% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| <0.01% | 0.01% | #49 | $452,020 | 4,487 | $644,407 | 6,398 | -1,911-29.87% | Reduce |
| Creative Planning |
| <0.01% | — | #73 | $438,088 | 4,349 | $0 | 0 | +4,349 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #55 | $433,786 | 4,306 | $89,641 | 890 | +3,416+383.82% | Add |
| United Advisor Group, LLC |
| 0.04% | — | #33 | $405,176 | 4,022 | $0 | 0 | +4,022 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | 0.01% | #60 | $382,853 | 3,800 | $1.0M | 10,126 | -6,326-62.47% | Reduce |
| Strait & Sound Wealth Management LLC |
| 0.13% | — | #23 | $362,966 | 3,603 | $0 | 0 | +3,603 | New Buy |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.02% | 0.01% | #42 | $360,750 | 3,581 | $205,167 | 2,037 | +1,544+75.80% | Add |
| Flagship Capital Management Inc. |
| 0.22% | 0.26% | #17 | $355,870 | 3,533 | $352,928 | 3,504 | +29+0.83% | Add |
| OneDigital Investment Advisors LLC |
| <0.01% | — | #56 | $339,577 | 3,371 | $0 | 0 | +3,371 | New Buy |
| Keel Point, LLC |
| 0.02% | — | #41 | $339,494 | 3,370 | $0 | 0 | +3,370 | New Buy |
