| MATHER GROUP, LLC. |
| 0.08% | 0.03% | #8 | $8.9M | 468,556 | $3.0M | 159,751 | +308,805+193.30% | Add |
| Integrated Wealth Concepts LLC |
| 0.04% | 0.06% | #11 | $7.7M | 403,254 | $7.1M | 378,380 | +24,874+6.57% | Add |
| World Investment Advisors |
| 0.12% | 0.12% | #7 | $7.3M | 385,308 | $7.3M | 385,308 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #15 | $5.6M | 293,144 | $5.2M | 271,388 | +21,756+8.02% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | <0.01% | #16 | $5.0M | 262,392 | $1.1M | 56,540 | +205,852+364.08% | Add |
| Innova Wealth Partners |
| 1.91% | 2.03% | #2 | $4.7M | 245,069 | $4.3M | 226,986 | +18,083+7.97% | Add |
| BWM Planning, LLC |
| 0.89% | 0.88% | #5 | $3.9M | 202,643 | $3.3M | 176,004 | +26,639+15.14% | Add |
| Trailhead Planners LLC |
| 2.7% | 1.83% | #1 | $2.8M | 146,697 | $1.9M | 100,943 | +45,754+45.33% | Add |
| Wright Wealth LLC |
| 1.62% | 1.72% | #3 | $2.7M | 141,559 | $2.6M | 136,183 | +5,376+3.95% | Add |
| WealthTrak Capital Management LLC |
| 1.29% | 1.36% | #4 | $2.0M | 102,664 | $1.9M | 100,868 | +1,796+1.78% | Add |
| Fermata Advisors, LLC |
| 0.35% | 0.19% | #6 | $1.7M | 90,821 | $840,703 | 44,600 | +46,221+103.63% | Add |
| SteelPeak Wealth, LLC |
| 0.03% | 0.04% | #12 | $1.3M | 67,699 | $1.2M | 62,476 | +5,223+8.36% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #17 | $510,957 | 26,836 | $503,000 | 26,701 | +135+0.51% | Add |
| Manhattan West Asset Management, LLC |
| 0.06% | — | #9 | $371,773 | 19,525 | $0 | 0 | +19,525 | New Buy |
| Professional Financial Advisors, LLC |
| 0.05% | 0.06% | #10 | $287,180 | 15,083 | $289,611 | 15,364 | -281-1.83% | Reduce |
| Accurate Wealth Management, LLC |
| 0.02% | 0.07% | #14 | $255,751 | 13,489 | $562,107 | 29,476 | -15,987-54.24% | Reduce |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #18 | $102,283 | 5,372 | $58,963 | 3,128 | +2,244+71.74% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #19 | $44,582 | 2,342 | $40,741 | 2,166 | +176+8.13% | Add |
| Luminist Capital LLC |
| 0.03% | — | #13 | $30,217 | 1,587 | $0 | 0 | +1,587 | New Buy |
