| Austin Wealth Management, LLC |
| 6.47% | 6.04% | #1 | $30.6M | 679,990 | $26.6M | 667,270 | +12,720+1.91% | Add |
| Integrated Wealth Concepts LLC |
| 0.07% | 0.09% | #12 | $14.9M | 326,617 | $11.6M | 293,039 | +33,578+11.46% | Add |
| ENTREWEALTH, LLC |
| 4.4% | 4.2% | #2 | $11.9M | 252,239 | $9.4M | 237,502 | +14,737+6.21% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | <0.01% | #18 | $11.8M | 258,822 | $2.7M | 68,463 | +190,359+278.05% | Add |
| AE Wealth Management LLC |
| 0.03% | 0.04% | #16 | $6.2M | 135,675 | $7.2M | 182,401 | -46,726-25.62% | Reduce |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 2.92% | 2.96% | #3 | $5.0M | 108,823 | $4.1M | 102,699 | +6,124+5.96% | Add |
| Lloyd Advisory Services, LLC. |
| 0.61% | 0.02% | #4 | $1.6M | 34,274 | $64,324 | 1,630 | +32,644+2,002.70% | Add |
| Financial Enhancement Group LLC |
| 0.18% | 0.18% | #8 | $1.5M | 32,796 | $1.5M | 33,791 | -995-2.94% | Reduce |
| Manhattan West Asset Management, LLC |
| 0.11% | — | #11 | $656,510 | 14,371 | $0 | 0 | +14,371 | New Buy |
| Noble Wealth Management PBC |
| 0.27% | 0.29% | #5 | $606,594 | 13,279 | $573,095 | 14,519 | -1,240-8.54% | Reduce |
| Fiduciary Alliance LLC |
| 0.04% | 0.03% | #15 | $581,009 | 12,719 | $540,111 | 12,700 | +19+0.15% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #27 | $570,095 | 12,480 | $447,140 | 11,328 | +1,152+10.17% | Add |
| Elevated Capital Advisors, LLC |
| 0.15% | 0.13% | #9 | $549,180 | 12,022 | $508,533 | 12,883 | -861-6.68% | Reduce |
| B.O.S.S. Retirement Advisors, LLC |
| 0.14% | 0.14% | #10 | $504,287 | 11,039 | $444,797 | 11,269 | -230-2.04% | Reduce |
| HOWARD BAILEY SECURITIES, LLC |
| 0.18% | 0.17% | #7 | $477,854 | 10,461 | $419,827 | 10,636 | -175-1.65% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #28 | $347,173 | 7,600 | $0 | 0 | +7,600 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #24 | $333,872 | 7,309 | $416,073 | 10,541 | -3,232-30.66% | Reduce |
| Modern Wealth Management, LLC |
| <0.01% | <0.01% | #21 | $253,802 | 5,556 | $220,820 | 5,556 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | — | #26 | $252,477 | 5,527 | $0 | 0 | +5,527 | New Buy |
| Integrated Wealth Management |
| 0.23% | — | #6 | $217,405 | 4,759 | $0 | 0 | +4,759 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #23 | $190,854 | 4,178 | $100,970 | 2,558 | +1,620+63.33% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.07% | — | #13 | $170,209 | 3,726 | $0 | 0 | +3,726 | New Buy |
| BlackRock, Inc. |
| <0.01% | <0.01% | #31 | $143,072 | 3,132 | $123,627 | 3,132 | 00.00% | Unchanged |
| Kingdom Financial Group LLC. |
| 0.02% | 0.02% | #17 | $68,795 | 1,506 | $64,324 | 1,630 | -124-7.61% | Reduce |
| Montgomery Financial Services LLC |
| 0.05% | — | #14 | $59,568 | 1,304 | $0 | 0 | +1,304 | New Buy |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | — | #25 | $38,463 | 842 | $0 | 0 | +842 | New Buy |
| BANK OF MONTREAL /CAN/ |
| <0.01% | — | #30 | $23,797 | 850 | $0 | 0 | +850 | New Buy |
| Networth Advisors, LLC |
| 0.01% | 0.01% | #19 | $20,288 | 444 | $17,889 | 453 | -9-1.99% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #34 | $13,101 | 290 | $0 | 0 | +290 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #32 | $7,857 | 172 | $19,262 | 488 | -316-64.75% | Reduce |
| Quest 10 Wealth Builders, Inc. |
| <0.01% | 0.02% | #20 | $6,395 | 140 | $19,933 | 505 | -365-72.28% | Reduce |
| Decker Retirement Planning Inc. |
| <0.01% | — | #22 | $4,796 | 105 | $0 | 0 | +105 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #29 | $1,942 | 43 | $1,674 | 42 | +1+2.38% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #33 | $776 | 17 | $670 | 17 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | <0.01% | #35 | $411 | 9 | $5,289 | 134 | -125-93.28% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #36 | $96 | 2 | $6,474 | 151 | -149-98.68% | Reduce |
