| Mariner, LLC |
| 0.08% | 0.05% | #8 | $76.7M | 3.7M | $46.9M | 2.3M | +1.5M+63.42% | Add |
| Ignite Planners, LLC |
| 0.74% | 0.86% | #3 | $5.4M | 266,788 | $5.6M | 274,842 | -8,054-2.93% | Reduce |
| AE Wealth Management LLC |
| 0.03% | 0.03% | #10 | $5.4M | 264,731 | $5.0M | 242,888 | +21,843+8.99% | Add |
| Providence Financial Advisors, LLC |
| 2.78% | 2.86% | #1 | $4.9M | 238,974 | $5.0M | 245,109 | -6,135-2.50% | Reduce |
| Arax Advisory Partners |
| 0.03% | 0.05% | #9 | $4.7M | 231,679 | $1.7M | 84,378 | +147,301+174.57% | Add |
| FAS Wealth Partners, Inc. |
| 0.21% | 0.14% | #4 | $4.1M | 200,479 | $2.2M | 109,285 | +91,194+83.45% | Add |
| FIRETHORN WEALTH PARTNERS, LLC |
| 1.28% | 1.38% | #2 | $4.0M | 193,652 | $3.8M | 184,707 | +8,945+4.84% | Add |
| OneDigital Investment Advisors LLC |
| 0.02% | 0.02% | #12 | $2.0M | 96,816 | $2.0M | 97,797 | -981-1.00% | Reduce |
| Orgel Wealth Management, LLC |
| 0.02% | 0.02% | #11 | $995,625 | 48,662 | $994,652 | 48,662 | 00.00% | Unchanged |
| Canvas Wealth Advisors, LLC |
| 0.13% | 0.16% | #5 | $916,474 | 44,793 | $943,522 | 46,161 | -1,368-2.96% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #17 | $670,842 | 32,788 | $423,190 | 20,704 | +12,084+58.37% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | — | #18 | $555,790 | 27,178 | $0 | 0 | +27,178 | New Buy |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #14 | $460,781 | 22,521 | $555,528 | 27,178 | -4,657-17.14% | Reduce |
| Bull Harbor Capital LLC |
| 0.08% | 0.11% | #6 | $421,353 | 20,594 | $422,066 | 20,649 | -55-0.27% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #15 | $371,409 | 18,153 | $196,271 | 9,609 | +8,544+88.92% | Add |
| ENDEAVOR PRIVATE WEALTH, INC. |
| 0.08% | 0.08% | #7 | $337,335 | 16,488 | $284,280 | 13,908 | +2,580+18.55% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #16 | $298,184 | 14,546 | $0 | 0 | +14,546 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #19 | $90,147 | 4,406 | $90,059 | 4,406 | 00.00% | Unchanged |
| Fairway Wealth LLC |
| 0.01% | — | #13 | $53,195 | 2,600 | $0 | 0 | +2,600 | New Buy |
