| TRUE Private Wealth Advisors |
| 2.99% | 2.37% | #4 | $34.7M | 776,904 | $24.9M | 671,534 | +105,370+15.69% | Add |
| Avior Wealth Management, LLC |
| 0.97% | 0.93% | #8 | $32.9M | 887,974 | $32.9M | 887,974 | 00.00% | Unchanged |
| GeoWealth Management, LLC |
| 0.53% | 0.39% | #13 | $16.8M | 377,337 | $11.0M | 295,505 | +81,832+27.69% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #57 | $13.1M | 293,193 | $7.6M | 205,224 | +87,969+42.86% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.06% | <0.01% | #39 | $11.9M | 266,062 | $1,483 | 40 | +266,022+665,055.00% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #48 | $11.4M | 254,812 | $6.3M | 167,134 | +87,678+52.46% | Add |
| CreativeOne Wealth, LLC |
| 0.24% | 0.35% | #24 | $10.9M | 244,611 | $15.3M | 411,647 | -167,036-40.58% | Reduce |
| CONTINENTAL INVESTORS SERVICES, INC. |
| 8.3% | 7.17% | #1 | $10.6M | 244,244 | $7.6M | 179,114 | +65,130+36.36% | Add |
| Sanchez Wealth Management Group |
| 1.71% | 1.7% | #5 | $9.7M | 218,094 | $7.9M | 211,983 | +6,111+2.88% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #59 | $9.5M | 213,976 | $4.0M | 107,849 | +106,127+98.40% | Add |
| Strive Financial Group ,LLC |
| 3.98% | 0.81% | #3 | $9.2M | 205,799 | $1.5M | 41,345 | +164,454+397.76% | Add |
| Koshinski Asset Management, Inc. |
| 0.35% | 0.32% | #19 | $6.6M | 148,231 | $5.1M | 138,522 | +9,709+7.01% | Add |
| Arete Wealth Advisors, LLC |
| 0.17% | 0.32% | #28 | $5.1M | 113,896 | $4.3M | 116,404 | -2,508-2.15% | Reduce |
| Strategic Blueprint, LLC |
| 0.18% | 0.16% | #26 | $3.5M | 79,321 | $2.7M | 73,254 | +6,067+8.28% | Add |
| Advisory Services Network, LLC |
| 0.04% | 0.04% | #42 | $3.4M | 76,306 | $2.9M | 78,015 | -1,709-2.19% | Reduce |
| Maia Wealth LLC |
| 0.47% | 0.4% | #15 | $3.2M | 72,018 | $2.4M | 64,516 | +7,502+11.63% | Add |
| M1 Capital Management LLC |
| 1.19% | 1.2% | #7 | $3.2M | 71,943 | $2.6M | 70,414 | +1,529+2.17% | Add |
| Navigation Wealth Management, Inc. |
| 4.14% | 7.85% | #2 | $3.0M | 67,317 | $2.2M | 58,744 | +8,573+14.59% | Add |
| Balboa Wealth Partners |
| 0.33% | 0.39% | #20 | $2.4M | 54,640 | $2.4M | 63,395 | -8,755-13.81% | Reduce |
| FOCUSED ALPHA, LLC |
| 0.62% | — | #11 | $2.4M | 53,882 | $0 | 0 | +53,882 | New Buy |
| Advyzon Investment Management, LLC |
| 0.17% | 0.15% | #27 | $2.3M | 52,211 | $1.7M | 45,700 | +6,511+14.25% | Add |
| Prosperity Financial Group, Inc. |
| 0.72% | 0.7% | #9 | $2.3M | 51,779 | $1.9M | 51,239 | +540+1.05% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | <0.01% | #47 | $2.1M | 47,553 | $13,341 | 356 | +47,197+13,257.58% | Add |
| Alteri Wealth LLC |
| 0.5% | 0.51% | #14 | $1.8M | 40,908 | $1.6M | 42,047 | -1,139-2.71% | Reduce |
| Golden State Wealth Management, LLC |
| 0.16% | — | #29 | $1.8M | 39,660 | $0 | 0 | +39,660 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #67 | $1.7M | 38,907 | $0 | 0 | +38,907 | New Buy |
| Ignite Planners, LLC |
| 0.21% | 0.19% | #25 | $1.5M | 34,400 | $1.2M | 32,413 | +1,987+6.13% | Add |
| EJMK Ventures LLC |
| 0.66% | 0.83% | #10 | $1.5M | 32,623 | $1.5M | 40,208 | -7,585-18.86% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #55 | $1.4M | 32,165 | $1.1M | 29,122 | +3,043+10.45% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.02% | — | #46 | $1.3M | 30,080 | $0 | 0 | +30,080 | New Buy |
| Rothschild Wealth LLC |
| 0.1% | — | #35 | $1.2M | 27,618 | $0 | 0 | +27,618 | New Buy |
| Paragon Private Wealth Management, LLC |
| 0.31% | 0.32% | #22 | $1.2M | 26,596 | $1.0M | 27,236 | -640-2.35% | Reduce |
| Wayfinding Financial, LLC |
| 0.43% | 2.4% | #17 | $1.1M | 25,334 | $5.5M | 149,398 | -124,064-83.04% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #63 | $1.1M | 23,713 | $956,072 | 25,791 | -2,078-8.06% | Reduce |
| Westside Investment Management, Inc. |
| 0.13% | 0.12% | #33 | $1.0M | 22,607 | $777,772 | 20,917 | +1,690+8.08% | Add |
| Faithward Advisors, LLC |
| 0.12% | 0.12% | #34 | $996,989 | 22,344 | $826,105 | 22,285 | +59+0.26% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #52 | $969,713 | 21,733 | $804,222 | 21,695 | +38+0.18% | Add |
| PKS Advisory Services, LLC |
| 0.15% | — | #31 | $940,367 | 21,075 | $0 | 0 | +21,075 | New Buy |
| Axim Planning & Wealth |
| 1.31% | 0.98% | #6 | $933,317 | 20,917 | $810,721 | 21,870 | -953-4.36% | Reduce |
| GK Wealth Management LLC |
| 0.45% | — | #16 | $861,747 | 19,312 | $0 | 0 | +19,312 | New Buy |
| Stirlingshire Investments, Inc. |
| 0.6% | 0.6% | #12 | $814,641 | 18,257 | $685,436 | 18,490 | -233-1.26% | Reduce |
| UNIQUE WEALTH, LLC |
| 0.08% | 0.08% | #38 | $714,054 | 16,003 | $547,932 | 14,781 | +1,222+8.27% | Add |
| Simplicity Wealth,LLC |
| 0.02% | 0.04% | #45 | $711,957 | 15,956 | $644,277 | 17,380 | -1,424-8.19% | Reduce |
| Vantus Wealth LLC |
| 0.38% | — | #18 | $701,248 | 15,716 | $0 | 0 | +15,716 | New Buy |
| Revisor Wealth Management LLC |
| 0.16% | 0.1% | #30 | $663,044 | 14,859 | $357,421 | 9,641 | +5,218+54.12% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #49 | $661,804 | 14,832 | $485,951 | 13,109 | +1,723+13.14% | Add |
| Carter Financial Group, INC. |
| 0.3% | 0.3% | #23 | $584,672 | 13,103 | $485,334 | 13,092 | +11+0.08% | Add |
| Vann Equity Management LLC |
| 0.32% | — | #21 | $533,611 | 11,959 | $0 | 0 | +11,959 | New Buy |
| Rossby Financial, LCC |
| 0.08% | 0.08% | #37 | $460,434 | 10,319 | $386,447 | 10,319 | 00.00% | Unchanged |
| Latitude Advisors, LLC |
| 0.14% | 0.1% | #32 | $342,904 | 7,685 | $208,333 | 5,620 | +2,065+36.74% | Add |
