| Blueprint Investment Partners LLC |
| 2.93% | 3.11% | #2 | $35.2M | 1.8M | $30.5M | 1.6M | +227,971+14.64% | Add |
| Blueprint Financial Advisors LLC |
| 2.09% | 2.35% | #3 | $18.8M | 954,087 | $15.9M | 810,313 | +143,774+17.74% | Add |
| Spartan Planning & Wealth Management |
| 4.82% | 4.75% | #1 | $7.2M | 367,245 | $6.4M | 327,583 | +39,662+12.11% | Add |
| Thompson David Blair |
| 0.62% | — | #4 | $1.2M | 63,433 | $0 | 0 | +63,433 | New Buy |
| Cetera Investment Advisers |
| <0.01% | — | #5 | $255,650 | 12,974 | $0 | 0 | +12,974 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #6 | $252,970 | 12,838 | $0 | 0 | +12,838 | New Buy |
| UBS Group AG |
| <0.01% | — | #7 | $57,420 | 2,914 | $0 | 0 | +2,914 | New Buy |