| Dynasty Wealth Management, LLC |
| 2.71% | 2.6% | #2 | $364.5M | 4.2M | $298.8M | 4.2M | +45,726+1.09% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #24 | $211.9M | 2.5M | $173.3M | 2.5M | +213+0.01% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 2.61% | 2.51% | #3 | $169.7M | 2.0M | $137.7M | 1.9M | +39,777+2.05% | Add |
| OpenArc Corporate Advisory, LLC |
| 1.13% | 1.08% | #6 | $94.9M | 1.1M | $75.2M | 1.1M | +48,010+4.54% | Add |
| Quotient Wealth Partners, LLC |
| 0.4% | 0.39% | #9 | $17.1M | 199,136 | $14.7M | 206,007 | -6,871-3.34% | Reduce |
| UNIQUE WEALTH, LLC |
| 1.74% | 1.67% | #5 | $14.9M | 173,756 | $12.1M | 169,584 | +4,172+2.46% | Add |
| Centerline Wealth Advisors, LLC |
| 3.54% | 3.48% | #1 | $11.3M | 131,704 | $9.7M | 136,048 | -4,344-3.19% | Reduce |
| Mariner, LLC |
| 0.01% | 0.01% | #25 | $10.2M | 119,278 | $8.8M | 123,130 | -3,852-3.13% | Reduce |
| Storen Legacy Partners, LLC |
| 2.12% | 2.01% | #4 | $7.8M | 90,360 | $6.4M | 90,033 | +327+0.36% | Add |
| Cyndeo Wealth Partners, LLC |
| 0.23% | 0.26% | #12 | $4.9M | 56,650 | $4.9M | 68,303 | -11,653-17.06% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #36 | $2.7M | 31,367 | $2.3M | 32,034 | -667-2.08% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #42 | $2.2M | 25,766 | $113,850 | 1,581 | +24,185+1,529.73% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #37 | $2.2M | 25,498 | $1.8M | 25,687 | -189-0.74% | Reduce |
| Platform Technology Partners |
| 0.33% | 0.34% | #11 | $2.0M | 23,289 | $1.8M | 24,626 | -1,337-5.43% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #39 | $1.6M | 18,874 | $1.3M | 18,617 | +257+1.38% | Add |
| Cardinal Point Capital Management ULC |
| 0.08% | 0.07% | #16 | $1.5M | 17,136 | $1.2M | 17,123 | +13+0.08% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #31 | $1.5M | 17,122 | $1.2M | 17,122 | 00.00% | Unchanged |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #34 | $1.4M | 16,467 | $1.2M | 16,359 | +108+0.66% | Add |
| Santori & Peters, Inc. |
| 0.37% | 0.33% | #10 | $1.3M | 15,114 | $1.1M | 15,114 | 00.00% | Unchanged |
| PUREfi Wealth, LLC |
| 0.65% | 0.58% | #7 | $1.2M | 13,834 | $892,593 | 12,547 | +1,287+10.26% | Add |
| GTS SECURITIES LLC |
| 0.02% | — | #22 | $1.1M | 12,639 | $0 | 0 | +12,639 | New Buy |
| Fairvoy Private Wealth, LLC |
| 0.21% | 0.2% | #13 | $1.1M | 12,344 | $829,279 | 11,657 | +687+5.89% | Add |
| DecisionMap Wealth Management, LLC |
| 0.5% | 0.53% | #8 | $887,912 | 10,341 | $817,128 | 11,486 | -1,145-9.97% | Reduce |
| Traveka Wealth, LLC |
| 0.21% | 0.19% | #14 | $620,596 | 7,228 | $495,063 | 6,959 | +269+3.87% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #30 | $607,209 | 7,072 | $502,112 | 7,058 | +14+0.20% | Add |
| MBL Wealth, LLC |
| 0.04% | 0.04% | #18 | $605,228 | 7,049 | $513,987 | 7,225 | -176-2.44% | Reduce |
| Tradition Wealth Management, LLC |
| 0.03% | 0.03% | #19 | $524,347 | 6,107 | $434,452 | 6,107 | 00.00% | Unchanged |
| SeaCrest Wealth Management, LLC |
| 0.06% | 0.04% | #17 | $505,029 | 5,882 | $419,299 | 5,894 | -12-0.20% | Reduce |
| Madrona Financial Services, LLC |
| 0.09% | 0.09% | #15 | $487,513 | 5,678 | $403,933 | 5,678 | 00.00% | Unchanged |
| Resonant Capital Advisors, LLC |
| 0.02% | 0.02% | #23 | $476,008 | 5,544 | $394,400 | 5,544 | 00.00% | Unchanged |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #26 | $359,067 | 4,182 | $297,507 | 4,182 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #44 | $342,948 | 3,994 | $287,923 | 4,047 | -53-1.31% | Reduce |
| TritonPoint Partners, LLC |
| 0.03% | 0.22% | #21 | $326,611 | 3,804 | $595,584 | 8,372 | -4,568-54.56% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #38 | $292,607 | 3,408 | $146,545 | 2,060 | +1,348+65.44% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #35 | $280,161 | 3,263 | $275,000 | 3,866 | -603-15.60% | Reduce |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| 0.03% | 0.03% | #20 | $267,610 | 3,117 | $220,713 | 3,103 | +14+0.45% | Add |
| Creative Planning |
| <0.01% | <0.01% | #41 | $252,944 | 2,946 | $209,578 | 2,946 | 00.00% | Unchanged |
| BlackRock, Inc. |
| <0.01% | — | #47 | $171,720 | 2,000 | $0 | 0 | +2,000 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #28 | $143,386 | 1,670 | $118,804 | 1,670 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #32 | $95,047 | 1,107 | $0 | 0 | +1,107 | New Buy |
| Cornerstone Planning Group LLC |
| 0.01% | 0.01% | #27 | $66,794 | 802 | $64,652 | 802 | 00.00% | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | <0.01% | #29 | $47,738 | 556 | $45,316 | 637 | -81-12.72% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #45 | $22,581 | 263 | $26,578 | 374 | -111-29.68% | Reduce |
| LANARK FINANCIAL, INC. |
| <0.01% | <0.01% | #33 | $20,606 | 240 | $17,073 | 240 | 00.00% | Unchanged |
| Arax Advisory Partners |
| <0.01% | <0.01% | #43 | $13,996 | 163 | $11,596 | 163 | 00.00% | Unchanged |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #40 | $6,010 | 70 | $4,980 | 70 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #46 | $1,888 | 22 | $0 | 0 | +22 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #48 | $92 | 1 | $66 | 1 | 00.00% | Unchanged |
