| WEALTHCARE CAPITAL MANAGEMENT LLC |
| 8.93% | 9.26% | #4 | $94.1M | 1.0M | $92.6M | 1.0M | +20,471+2.01% | Add |
| Insight Advisors, LLC/ PA |
| 13.65% | 15.55% | #2 | $77.4M | 856,929 | $81.7M | 900,432 | -43,503-4.83% | Reduce |
| Empowered Funds, LLC |
| 0.28% | 0.35% | #30 | $54.0M | 597,146 | $54.2M | 597,146 | 00.00% | Unchanged |
| CONTINUUM WEALTH ADVISORS, LLC |
| 14.03% | 21.58% | #1 | $41.6M | 460,188 | $52.0M | 573,108 | -112,920-19.70% | Reduce |
| HighTower Advisors, LLC |
| 0.02% | 0.02% | #45 | $20.5M | 226,920 | $20.1M | 221,501 | +5,419+2.45% | Add |
| CULTIVAR CAPITAL, INC. |
| 12.94% | 11.73% | #3 | $20.1M | 222,347 | $18.3M | 202,173 | +20,174+9.98% | Add |
| Wealthcare Advisory Partners LLC |
| 0.36% | 0.33% | #26 | $18.8M | 207,580 | $17.0M | 186,841 | +20,739+11.10% | Add |
| JPL Wealth Management, LLC |
| 2.55% | 2.74% | #8 | $12.8M | 142,052 | $11.9M | 131,046 | +11,006+8.40% | Add |
| HILL ISLAND FINANCIAL LLC |
| 2.73% | 2.95% | #7 | $12.8M | 141,558 | $12.1M | 133,831 | +7,727+5.77% | Add |
| Empirical Finance, LLC |
| 0.52% | 0.8% | #22 | $12.5M | 138,121 | $17.0M | 187,063 | -48,942-26.16% | Reduce |
| Stokes Family Office, LLC |
| 1% | — | #13 | $8.6M | 95,334 | $0 | 0 | +95,334 | New Buy |
| Strata Wealth Advisors, LLC |
| 2.08% | 2.15% | #11 | $8.5M | 94,341 | $7.8M | 86,476 | +7,865+9.10% | Add |
| Kathmere Capital Management, LLC |
| 0.43% | 0.51% | #24 | $8.2M | 90,812 | $8.2M | 90,812 | 00.00% | Unchanged |
| Maridea Wealth Management LLC |
| 0.89% | 1.08% | #15 | $8.2M | 90,540 | $7.4M | 82,000 | +8,540+10.41% | Add |
| L.K. Benson & Company, P.C. |
| 2.32% | 2.31% | #9 | $7.7M | 85,138 | $7.0M | 77,012 | +8,126+10.55% | Add |
| Stillwater Private Wealth, LLC |
| 4.81% | 1.96% | #5 | $7.2M | 79,613 | $2.3M | 25,534 | +54,079+211.79% | Add |
| Archford Capital Strategies, LLC |
| 0.63% | — | #17 | $6.2M | 68,689 | $0 | 0 | +68,689 | New Buy |
| Vise Technologies, Inc. |
| 0.06% | — | #40 | $5.7M | 63,274 | $0 | 0 | +63,274 | New Buy |
| SEEDS INVESTOR LLC |
| 0.44% | 0.43% | #23 | $4.3M | 47,198 | $3.1M | 34,713 | +12,485+35.97% | Add |
| Bravias Capital Group, LLC |
| 2.23% | 2.18% | #10 | $3.8M | 41,627 | $3.3M | 36,812 | +4,815+13.08% | Add |
| Encompass More Asset Management |
| 0.52% | — | #21 | $3.6M | 39,820 | $0 | 0 | +39,820 | New Buy |
| CLG LLC |
| 0.6% | 0.73% | #19 | $2.7M | 30,201 | $2.9M | 32,481 | -2,280-7.02% | Reduce |
| World Investment Advisors |
| 0.04% | 0.04% | #41 | $2.4M | 26,931 | $2.4M | 26,931 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #62 | $2.4M | 26,283 | $2.0M | 22,351 | +3,932+17.59% | Add |
| MATHER GROUP, LLC. |
| 0.02% | — | #46 | $2.1M | 23,454 | $0 | 0 | +23,454 | New Buy |
| Sankala Group LLC |
| 1.42% | — | #12 | $2.1M | 23,122 | $0 | 0 | +23,122 | New Buy |
| CENTAURUS FINANCIAL, INC. |
| 0.07% | 0.07% | #38 | $1.9M | 20,621 | $1.6M | 17,283 | +3,338+19.31% | Add |
| PMV Capital Advisers, LLC |
| 2.73% | — | #6 | $1.8M | 20,109 | $0 | 0 | +20,109 | New Buy |
| Latitude Advisors, LLC |
| 0.62% | 0.21% | #18 | $1.5M | 17,130 | $448,354 | 4,940 | +12,190+246.76% | Add |
| ENTREWEALTH, LLC |
| 0.56% | 0.55% | #20 | $1.5M | 16,739 | $1.2M | 13,602 | +3,137+23.06% | Add |
| Valley Financial Group, Inc. |
| 0.66% | 0.73% | #16 | $1.3M | 14,849 | $1.4M | 14,997 | -148-0.99% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #65 | $1.3M | 14,325 | $0 | 0 | +14,325 | New Buy |
| IHT Wealth Management, LLC |
| 0.02% | 0.03% | #42 | $1.1M | 12,575 | $1.2M | 13,269 | -694-5.23% | Reduce |
| Roan Capital Partners |
| 0.9% | 1.43% | #14 | $1.1M | 11,948 | $1.5M | 17,017 | -5,069-29.79% | Reduce |
| Austin Wealth Management, LLC |
| 0.2% | 0.19% | #32 | $925,706 | 10,213 | $833,537 | 9,187 | +1,026+11.17% | Add |
| WealthCollab, LLC |
| 0.33% | 0.37% | #27 | $906,221 | 10,029 | $908,871 | 10,014 | +15+0.15% | Add |
| Federation des caisses Desjardins du Quebec |
| <0.01% | <0.01% | #56 | $833,746 | 9,230 | $754,631 | 8,310 | +920+11.07% | Add |
| Dynamic Advisor Solutions LLC |
| 0.02% | 0.02% | #43 | $810,258 | 8,967 | $729,347 | 8,036 | +931+11.59% | Add |
| Wealthcare Capital Partners, LLC |
| 0.32% | 0.36% | #28 | $769,867 | 8,520 | $763,292 | 8,410 | +110+1.31% | Add |
| Arkadios Wealth Advisors |
| 0.01% | — | #50 | $768,421 | 8,504 | $0 | 0 | +8,504 | New Buy |
| MGO ONE SEVEN LLC |
| 0.01% | — | #48 | $762,611 | 8,440 | $0 | 0 | +8,440 | New Buy |
| XY Planning Network, Inc. |
| 0.09% | 0.11% | #36 | $726,946 | 8,045 | $665,207 | 7,339 | +706+9.62% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #58 | $726,675 | 8,042 | $526,045 | 5,796 | +2,246+38.75% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #60 | $725,410 | 8,028 | $760,660 | 8,381 | -353-4.21% | Reduce |
| Well Done, LLC |
| 0.1% | — | #35 | $724,507 | 8,018 | $0 | 0 | +8,018 | New Buy |
| Farther Finance Advisors, LLC |
| 0.01% | — | #54 | $720,079 | 7,969 | $0 | 0 | +7,969 | New Buy |
| Foundry Financial LLC |
| 0.21% | — | #31 | $630,573 | 6,978 | $0 | 0 | +6,978 | New Buy |
| Orcam Financial Group |
| 0.3% | 0.31% | #29 | $612,189 | 6,775 | $433,379 | 4,775 | +2,000+41.88% | Add |
| McCartney Wealth Management LLC |
| 0.42% | 0.48% | #25 | $557,069 | 6,165 | $573,149 | 6,315 | -150-2.38% | Reduce |
| Composition Wealth, LLC |
| 0.01% | — | #53 | $533,054 | 5,899 | $0 | 0 | +5,899 | New Buy |
