| Strid Group, LLC |
| 11.21% | 11% | #1 | $101.0M | 1.8M | $88.8M | 1.7M | +118,737+6.98% | Add |
| Valley Financial Group, Inc. |
| 9.11% | 9.24% | #2 | $18.5M | 333,192 | $17.1M | 328,410 | +4,782+1.46% | Add |
| BWM Planning, LLC |
| 3.87% | 3.99% | #4 | $16.7M | 300,787 | $15.1M | 290,340 | +10,447+3.60% | Add |
| Empirical Finance, LLC |
| 0.51% | 0.68% | #18 | $12.2M | 219,682 | $14.4M | 275,814 | -56,132-20.35% | Reduce |
| Ethos Financial Group, LLC |
| 0.8% | 0.99% | #13 | $12.0M | 203,329 | $13.6M | 260,869 | -57,540-22.06% | Reduce |
| Waverly Advisors, LLC |
| 0.07% | 0.08% | #28 | $11.5M | 208,210 | $10.9M | 208,749 | -539-0.26% | Reduce |
| One Degree Advisors Inc |
| 2.32% | 2.45% | #5 | $10.5M | 188,514 | $9.4M | 179,417 | +9,097+5.07% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #45 | $10.4M | 187,337 | $9.5M | 182,293 | +5,044+2.77% | Add |
| Stillwater Private Wealth, LLC |
| 6.49% | 4.48% | #3 | $9.7M | 175,036 | $5.3M | 101,493 | +73,543+72.46% | Add |
| Well Done, LLC |
| 1.24% | 1.17% | #9 | $9.2M | 165,606 | $8.0M | 152,531 | +13,075+8.57% | Add |
| Kathmere Capital Management, LLC |
| 0.45% | 0.49% | #19 | $8.5M | 152,637 | $8.0M | 153,444 | -807-0.53% | Reduce |
| Stokes Family Office, LLC |
| 0.85% | 1.13% | #11 | $7.3M | 131,695 | $11.0M | 210,680 | -78,985-37.49% | Reduce |
| JPL Wealth Management, LLC |
| 1.4% | 1.05% | #8 | $7.1M | 127,564 | $4.6M | 87,956 | +39,608+45.03% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #52 | $6.1M | 110,464 | $5.9M | 112,437 | -1,973-1.75% | Reduce |
| Empowered Funds, LLC |
| 0.03% | 0.03% | #33 | $5.8M | 104,967 | $5.2M | 100,408 | +4,559+4.54% | Add |
| Stratos Wealth Advisors, LLC |
| 0.3% | 0.41% | #22 | $5.4M | 97,797 | $6.7M | 128,778 | -30,981-24.06% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #49 | $5.1M | 92,275 | $4.6M | 88,139 | +4,136+4.69% | Add |
| Vise Technologies, Inc. |
| 0.05% | 0.01% | #30 | $4.3M | 77,055 | $293,551 | 6,016 | +71,039+1,180.83% | Add |
| Vestment Financial LLC |
| 1.68% | 1.69% | #6 | $3.8M | 66,778 | $3.6M | 64,824 | +1,954+3.01% | Add |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 1.55% | 1.49% | #7 | $3.6M | 64,813 | $3.5M | 67,627 | -2,814-4.16% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | 0.01% | #48 | $3.5M | 62,911 | $9.7M | 186,509 | -123,598-66.27% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #44 | $3.1M | 56,119 | $3.0M | 57,995 | -1,876-3.23% | Reduce |
| QUARRY HILL ADVISORS, LLC |
| 1.13% | 1.21% | #10 | $2.9M | 53,176 | $2.9M | 53,176 | 00.00% | Unchanged |
| OneDigital Investment Advisors LLC |
| 0.02% | 0.03% | #35 | $2.9M | 52,221 | $2.6M | 50,497 | +1,724+3.41% | Add |
| Equitable Holdings, Inc. |
| 0.01% | 0.01% | #39 | $2.1M | 37,530 | $1.7M | 34,892 | +2,638+7.56% | Add |
| L.K. Benson & Company, P.C. |
| 0.61% | 0.65% | #16 | $2.0M | 36,625 | $2.0M | 37,998 | -1,373-3.61% | Reduce |
| Innova Wealth Partners |
| 0.63% | 0.52% | #15 | $1.5M | 27,922 | $1.1M | 20,957 | +6,965+33.23% | Add |
| BAKER BOYER NATIONAL BANK |
| 0.38% | 0.39% | #20 | $1.4M | 24,969 | $1.3M | 25,006 | -37-0.15% | Reduce |
| Meredith Wealth Planning |
| 0.33% | 0.35% | #21 | $1.4M | 24,883 | $1.3M | 24,840 | +43+0.17% | Add |
| Pathstone Holdings, LLC |
| <0.01% | <0.01% | #43 | $1.3M | 23,223 | $813,840 | 15,608 | +7,615+48.79% | Add |
| XY Planning Network, Inc. |
| 0.15% | 0.21% | #25 | $1.2M | 21,920 | $1.3M | 24,845 | -2,925-11.77% | Reduce |
| Warren Street Wealth Advisors, LLC |
| 0.24% | 0.25% | #23 | $1.1M | 19,545 | $992,058 | 19,026 | +519+2.73% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #46 | $1.0M | 18,324 | $574,000 | 11,007 | +7,317+66.48% | Add |
| Redwood Family Wealth LLC |
| 0.81% | 0.89% | #12 | $927,933 | 16,734 | $912,975 | 17,509 | -775-4.43% | Reduce |
| Sankala Group LLC |
| 0.56% | — | #17 | $825,396 | 13,529 | $0 | 0 | +13,529 | New Buy |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #51 | $777,409 | 14,020 | $644,520 | 12,361 | +1,659+13.42% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #53 | $690,960 | 12,461 | $338,920 | 6,500 | +5,961+91.71% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.03% | 0.03% | #34 | $675,991 | 12,191 | $694,000 | 13,311 | -1,120-8.41% | Reduce |
| Belpointe Asset Management LLC |
| 0.02% | 0.02% | #38 | $659,276 | 11,889 | $631,201 | 12,105 | -216-1.78% | Reduce |
| Independent Advisor Alliance |
| 0.01% | 0.01% | #40 | $529,548 | 9,550 | $954,298 | 18,302 | -8,752-47.82% | Reduce |
| Aspect Partners, LLC |
| 0.17% | 0.17% | #24 | $447,861 | 8,077 | $421,138 | 8,077 | 00.00% | Unchanged |
| LBMC INVESTMENT ADVISORS, LLC |
| 0.02% | 0.03% | #36 | $443,600 | 8,000 | $417,132 | 8,000 | 00.00% | Unchanged |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #47 | $438,110 | 7,901 | $318,897 | 6,116 | +1,785+29.19% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #54 | $411,826 | 7,427 | $31,736 | 608 | +6,819+1,121.55% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #58 | $406,948 | 7,339 | $386,352 | 7,410 | -71-0.96% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #56 | $392,586 | 7,080 | $0 | 0 | +7,080 | New Buy |
| Almanack Investment Partners, LLC. |
| 0.04% | 0.06% | #31 | $352,329 | 6,354 | $331,306 | 6,354 | 00.00% | Unchanged |
| GWN SECURITIES INC. |
| 0.06% | 0.07% | #29 | $333,699 | 6,018 | $346,364 | 6,642 | -624-9.39% | Reduce |
| Intrepid Financial Planning Group LLC |
| 0.1% | 0.11% | #26 | $293,053 | 5,285 | $276,349 | 5,300 | -15-0.28% | Reduce |
| QUANTIFY CHAOS ADVISORS, LLC |
| 0.79% | 0.82% | #14 | $282,040 | 5,086 | $263,602 | 5,056 | +30+0.59% | Add |
