| EP Wealth Advisors, LLC |
| 0.3% | 0.38% | #11 | $79.6M | 1.6M | $77.4M | 1.5M | +39,001+2.55% | Add |
| Tanager Wealth Management LLP |
| 1.04% | 1.13% | #4 | $11.9M | 234,724 | $11.6M | 230,239 | +4,485+1.95% | Add |
| One Capital Management, LLC |
| 0.3% | 0.29% | #12 | $10.7M | 211,094 | $10.7M | 211,094 | 00.00% | Unchanged |
| Delos Wealth Advisors, LLC |
| 4.13% | 3.86% | #1 | $8.1M | 158,765 | $6.7M | 133,399 | +25,366+19.02% | Add |
| BCGM Wealth Management, LLC |
| 1.21% | 1.37% | #3 | $5.7M | 112,514 | $5.5M | 107,931 | +4,583+4.25% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #38 | $5.0M | 98,937 | $2.1M | 41,921 | +57,016+136.01% | Add |
| INCOME RESEARCH & MANAGEMENT |
| 2.67% | 3% | #2 | $4.9M | 97,000 | $5.1M | 100,000 | -3,000-3.00% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.02% | #32 | $4.7M | 92,732 | $2.8M | 55,102 | +37,630+68.29% | Add |
| ASSETMARK, INC |
| 0.01% | 0.01% | #41 | $4.4M | 86,147 | $4.0M | 79,673 | +6,474+8.13% | Add |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
| 0.52% | 0.61% | #6 | $4.0M | 78,788 | $4.0M | 78,788 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| 0.02% | 0.01% | #34 | $3.8M | 74,151 | $2.5M | 50,001 | +24,150+48.30% | Add |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
| 0.37% | 0.08% | #9 | $2.5M | 49,631 | $503,437 | 9,958 | +39,673+398.40% | Add |
| LAKE STREET PRIVATE WEALTH, LLC |
| 0.28% | 0.28% | #13 | $2.5M | 48,327 | $2.2M | 43,120 | +5,207+12.08% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #50 | $2.4M | 47,386 | $2.4M | 48,170 | -784-1.63% | Reduce |
| Balance Wealth Partners LLC |
| 0.64% | 0.82% | #5 | $2.4M | 47,357 | $2.7M | 52,451 | -5,094-9.71% | Reduce |
| SWEENEY & MICHEL, LLC |
| 0.5% | — | #7 | $1.9M | 37,571 | $0 | 0 | +37,571 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #45 | $1.9M | 36,548 | $1.9M | 37,328 | -780-2.09% | Reduce |
| Nemes Rush Group LLC |
| 0.13% | 0.15% | #19 | $1.6M | 31,896 | $1.6M | 31,060 | +836+2.69% | Add |
| Mayflower Financial Advisors, LLC |
| 0.11% | — | #23 | $1.5M | 28,604 | $0 | 0 | +28,604 | New Buy |
| CGN Advisors LLC |
| 0.1% | 0.1% | #24 | $1.4M | 27,610 | $1.3M | 26,015 | +1,595+6.13% | Add |
| LPL Financial LLC |
| <0.01% | — | #52 | $1.3M | 25,974 | $0 | 0 | +25,974 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #55 | $1.2M | 24,576 | $0 | 0 | +24,576 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #44 | $1.2M | 24,348 | $1.1M | 21,997 | +2,351+10.69% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | <0.01% | #39 | $1.2M | 23,316 | $420,291 | 8,316 | +15,000+180.38% | Add |
| VICTORY FINANCIAL GROUP, LLC |
| 0.12% | 0.19% | #20 | $1.2M | 22,873 | $1.6M | 31,394 | -8,521-27.14% | Reduce |
| Buck Wealth Strategies, LLC |
| 0.12% | 0.08% | #21 | $1.2M | 22,786 | $636,657 | 12,593 | +10,193+80.94% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #54 | $1.0M | 20,231 | $949,170 | 18,775 | +1,456+7.75% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #48 | $958,891 | 18,898 | $912,835 | 18,056 | +842+4.66% | Add |
| CFS Investment Advisory Services, LLC |
| 0.06% | 0.06% | #25 | $902,487 | 17,827 | $902,501 | 17,811 | +16+0.09% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #53 | $775,358 | 15,281 | $902,204 | 17,846 | -2,565-14.37% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #46 | $697,056 | 13,774 | $0 | 0 | +13,774 | New Buy |
| JDM Financial Group LLC |
| 0.12% | 0.28% | #22 | $627,908 | 12,375 | $725,464 | 14,350 | -1,975-13.76% | Reduce |
| Gradient Investments LLC |
| 0.01% | 0.01% | #40 | $613,853 | 12,098 | $609,491 | 12,056 | +42+0.35% | Add |
| Oasis Advisors, LLC |
| 0.37% | — | #8 | $574,025 | 11,313 | $0 | 0 | +11,313 | New Buy |
| Plum Street Advisors, LLC |
| 0.16% | 0.19% | #16 | $501,311 | 9,880 | $546,297 | 10,806 | -926-8.57% | Reduce |
| Bridgewater Advisors Inc. |
| 0.03% | 0.03% | #29 | $495,083 | 9,826 | $497,351 | 9,826 | 00.00% | Unchanged |
| SmartHarvest Portfolios, LLC |
| 0.14% | 0.18% | #17 | $444,813 | 8,767 | $443,191 | 8,767 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #56 | $442,808 | 8,727 | $894,672 | 17,697 | -8,970-50.69% | Reduce |
| Concurrent Investment Advisors, LLC |
| <0.01% | <0.01% | #42 | $438,216 | 8,637 | $436,469 | 8,634 | +3+0.03% | Add |
| Impact Partnership Wealth, LLC |
| 0.04% | 0.06% | #27 | $429,819 | 8,471 | $445,946 | 8,821 | -350-3.97% | Reduce |
| Benchmark Financial, LLC |
| 0.34% | 0.35% | #10 | $422,563 | 8,328 | $392,206 | 7,758 | +570+7.35% | Add |
| ADAPT WEALTH ADVISORS, LLC |
| 0.14% | — | #18 | $414,698 | 8,173 | $0 | 0 | +8,173 | New Buy |
| Patriot Financial Group Insurance Agency, LLC |
| 0.04% | 0.04% | #28 | $365,546 | 7,204 | $723,390 | 14,308 | -7,104-49.65% | Reduce |
| FIDUCIENT ADVISORS LLC |
| 0.05% | 0.04% | #26 | $328,834 | 6,481 | $325,589 | 6,440 | +41+0.64% | Add |
| Indivisible Partners |
| 0.02% | 0.03% | #35 | $304,132 | 5,994 | $342,180 | 6,768 | -774-11.44% | Reduce |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.18% | — | #15 | $299,062 | 5,894 | $0 | 0 | +5,894 | New Buy |
| Guild Investment Management, Inc. |
| 0.19% | 0.2% | #14 | $279,070 | 5,500 | $278,053 | 5,500 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #57 | $237,936 | 4,687 | $429,386 | 8,501 | -3,814-44.87% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | — | #51 | $228,634 | 4,506 | $0 | 0 | +4,506 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #49 | $224,228 | 4,419 | $222,118 | 4,394 | +25+0.57% | Add |
