| AE Wealth Management LLC |
| 0.57% | 0.49% | #14 | $122.8M | 1.4M | $90.6M | 1.3M | +94,131+7.02% | Add |
| Clearwater Capital Advisors, LLC |
| 2.98% | 2.54% | #3 | $40.6M | 474,084 | $31.4M | 464,766 | +9,318+2.00% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.03% | 0.03% | #36 | $26.9M | 314,509 | $23.4M | 346,266 | -31,757-9.17% | Reduce |
| Vestment Financial LLC |
| 7.97% | 7.92% | #1 | $17.8M | 214,854 | $16.8M | 221,533 | -6,679-3.01% | Reduce |
| Trajan Wealth LLC |
| 0.65% | 0.56% | #13 | $17.3M | 201,427 | $13.9M | 206,203 | -4,776-2.32% | Reduce |
| Pacific Sage Partners, LLC |
| 2.33% | 1.57% | #6 | $16.4M | 191,056 | $10.0M | 147,423 | +43,633+29.60% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #56 | $16.0M | 186,588 | $1.8M | 26,981 | +159,607+591.55% | Add |
| Wealthcare Advisory Partners LLC |
| 0.21% | 0.18% | #19 | $11.0M | 128,604 | $9.1M | 133,954 | -5,350-3.99% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.17% | — | #21 | $10.5M | 122,188 | $0 | 0 | +122,188 | New Buy |
| Providence Financial Advisors, LLC |
| 3.34% | 1.26% | #2 | $5.9M | 68,547 | $2.2M | 32,813 | +35,734+108.90% | Add |
| Mach-1 Financial Group, LLC |
| 2.22% | 1.5% | #7 | $5.7M | 66,972 | $4.3M | 63,004 | +3,968+6.30% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #58 | $5.3M | 61,304 | $3.4M | 49,829 | +11,475+23.03% | Add |
| Networth Advisors, LLC |
| 2.9% | 1.67% | #4 | $5.0M | 58,191 | $2.4M | 34,951 | +23,240+66.49% | Add |
| Ridgeline Wealth, LLC |
| 2.89% | 2.83% | #5 | $4.9M | 57,665 | $4.0M | 58,444 | -779-1.33% | Reduce |
| Avior Wealth Management, LLC |
| 0.14% | 0.13% | #24 | $4.7M | 70,000 | $4.7M | 70,000 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #61 | $4.7M | 54,465 | $2.9M | 42,181 | +12,284+29.12% | Add |
| Prosperity Financial Group, Inc. |
| 1.16% | — | #9 | $3.7M | 43,740 | $0 | 0 | +43,740 | New Buy |
| PCG Wealth Advisors, LLC |
| 0.74% | 0.66% | #12 | $3.3M | 38,811 | $2.6M | 38,356 | +455+1.19% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #64 | $3.3M | 38,697 | $2.7M | 41,744 | -3,047-7.30% | Reduce |
| Madrid Wealth Management, LLC |
| 1.82% | 1.61% | #8 | $2.8M | 32,313 | $2.1M | 31,462 | +851+2.70% | Add |
| Fortitude Family Office, LLC |
| 0.46% | 0.46% | #16 | $2.4M | 27,664 | $2.1M | 30,760 | -3,096-10.07% | Reduce |
| Retirement Planning Group, LLC |
| 0.05% | 0.05% | #31 | $2.1M | 24,182 | $1.6M | 24,182 | 00.00% | Unchanged |
| CWS Financial Advisors, LLC |
| 0.46% | 0.44% | #15 | $1.7M | 25,609 | $1.7M | 25,609 | 00.00% | Unchanged |
| Corus Family Wealth Advisors |
| 1.09% | 0.98% | #10 | $1.6M | 18,462 | $1.2M | 17,871 | +591+3.31% | Add |
| Cauble & Harre Wealth Management, Inc. |
| 0.99% | 0.8% | #11 | $1.2M | 14,481 | $1.0M | 12,565 | +1,916+15.25% | Add |
| Belpointe Asset Management LLC |
| 0.04% | 0.04% | #35 | $1.1M | 13,015 | $1.1M | 15,726 | -2,711-17.24% | Reduce |
| Fortis Capital Advisors, LLC |
| 0.13% | 0.14% | #26 | $1.1M | 13,015 | $1.1M | 15,726 | -2,711-17.24% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.01% | — | #45 | $1.1M | 12,845 | $0 | 0 | +12,845 | New Buy |
| Tyche Wealth Partners LLC |
| 0.1% | 0.11% | #27 | $744,882 | 8,697 | $731,092 | 10,810 | -2,113-19.55% | Reduce |
| Applied Capital LLC |
| 0.21% | 0.23% | #18 | $658,419 | 7,687 | $620,361 | 9,173 | -1,486-16.20% | Reduce |
| Prudent Man Investment Management, Inc. |
| 0.22% | 0.22% | #17 | $643,191 | 10,086 | $643,191 | 10,086 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #66 | $585,748 | 6,839 | $9.8M | 144,729 | -137,890-95.27% | Reduce |
| Rialto Wealth Management, LLC |
| 0.1% | — | #28 | $508,494 | 5,937 | $0 | 0 | +5,937 | New Buy |
| Verus Financial Partners, Inc. |
| 0.04% | 0.04% | #32 | $483,998 | 5,651 | $423,089 | 5,651 | 00.00% | Unchanged |
| Apella Capital, LLC |
| 0.01% | 0.01% | #48 | $475,153 | 5,833 | $446,017 | 5,833 | 00.00% | Unchanged |
| Csenge Advisory Group |
| 0.02% | 0.02% | #39 | $434,920 | 5,078 | $343,682 | 5,082 | -4-0.08% | Reduce |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
| 0.13% | 0.11% | #25 | $426,014 | 4,974 | $336,397 | 4,974 | 00.00% | Unchanged |
| Global Strategic Investment Solutions, LLC |
| 0.04% | 0.04% | #34 | $424,532 | 4,957 | $390,070 | 5,768 | -811-14.06% | Reduce |
| Fragasso Financial Advisors Inc |
| 0.02% | 0.02% | #38 | $415,822 | 4,855 | $331,466 | 4,855 | 00.00% | Unchanged |
| Beta Wealth Group, Inc. |
| 0.15% | 0.13% | #22 | $397,836 | 4,645 | $313,403 | 4,634 | +11+0.24% | Add |
| Centennial Wealth Advisory LLC |
| 0.08% | 0.09% | #29 | $385,851 | 4,505 | $371,404 | 5,492 | -987-17.97% | Reduce |
| Key Capital Management, INC |
| 0.19% | — | #20 | $371,285 | 4,335 | $0 | 0 | +4,335 | New Buy |
| Avantax Planning Partners, Inc. |
| 0.01% | 0.01% | #46 | $362,891 | 4,237 | $270,795 | 4,004 | +233+5.82% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #62 | $362,292 | 4,230 | $242,593 | 3,587 | +643+17.93% | Add |
| BSW Wealth Partners |
| 0.04% | 0.03% | #33 | $357,582 | 4,175 | $284,051 | 4,200 | -25-0.60% | Reduce |
| Advyzon Investment Management, LLC |
| 0.02% | 0.02% | #37 | $328,290 | 3,833 | $270,863 | 4,005 | -172-4.29% | Reduce |
| Plancorp, LLC |
| 0.01% | 0.01% | #47 | $326,110 | 4,075 | $297,679 | 4,075 | 00.00% | Unchanged |
| FSA Advisors, Inc. |
| 0.15% | — | #23 | $322,183 | 3,762 | $0 | 0 | +3,762 | New Buy |
| MONTAG A & ASSOCIATES INC |
| 0.01% | 0.01% | #43 | $277,072 | 3,235 | $223,859 | 3,310 | -75-2.27% | Reduce |
| FLOW TRADERS U.S. LLC |
| 0.01% | 0.01% | #44 | $263,882 | 3,081 | $208,000 | 3,081 | 00.00% | Unchanged |
