| Revolve Wealth Partners, LLC |
| 3.36% | 3.6% | #3 | $32.4M | 411,612 | $27.7M | 405,534 | +6,078+1.50% | Add |
| Valley Financial Group, Inc. |
| 9.19% | 8.67% | #1 | $18.6M | 236,631 | $16.1M | 235,260 | +1,371+0.58% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #42 | $17.1M | 217,012 | $14.6M | 213,553 | +3,459+1.62% | Add |
| BWM Planning, LLC |
| 3.74% | 3.62% | #2 | $16.1M | 205,011 | $13.7M | 200,955 | +4,056+2.02% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #50 | $15.7M | 199,352 | $14.0M | 204,826 | -5,474-2.67% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.07% | 0.05% | #28 | $12.5M | 158,850 | $7.6M | 111,307 | +47,543+42.71% | Add |
| One Degree Advisors Inc |
| 2.36% | 2.3% | #4 | $10.6M | 134,618 | $8.8M | 128,591 | +6,027+4.69% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #51 | $10.4M | 132,599 | $9.2M | 134,150 | -1,551-1.16% | Reduce |
| JPL Wealth Management, LLC |
| 1.81% | 1.58% | #5 | $9.1M | 115,998 | $6.9M | 100,812 | +15,186+15.06% | Add |
| Commonwealth Financial Services, LLC |
| 1.19% | 3.3% | #9 | $8.8M | 112,150 | $20.9M | 305,546 | -193,396-63.30% | Reduce |
| Stokes Family Office, LLC |
| 0.93% | 1.21% | #10 | $8.0M | 101,120 | $11.7M | 171,033 | -69,913-40.88% | Reduce |
| Kathmere Capital Management, LLC |
| 0.42% | 0.43% | #15 | $7.9M | 100,539 | $6.9M | 101,075 | -536-0.53% | Reduce |
| Empowered Funds, LLC |
| 0.03% | 0.03% | #36 | $5.7M | 72,997 | $4.0M | 58,602 | +14,395+24.56% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #46 | $5.4M | 68,422 | $5.0M | 72,553 | -4,131-5.69% | Reduce |
| Vise Technologies, Inc. |
| 0.05% | 0.01% | #30 | $4.9M | 61,678 | $371,848 | 5,695 | +55,983+983.02% | Add |
| Ethos Financial Group, LLC |
| 0.26% | 0.36% | #20 | $3.8M | 53,727 | $4.9M | 71,706 | -17,979-25.07% | Reduce |
| Vestment Financial LLC |
| 1.69% | 1.72% | #6 | $3.8M | 49,076 | $3.7M | 47,916 | +1,160+2.42% | Add |
| Advantage Trust Co |
| 1.27% | 1.36% | #8 | $3.6M | 45,684 | $3.0M | 44,569 | +1,115+2.50% | Add |
| Savvy Advisors, Inc. |
| 0.07% | 0.07% | #26 | $3.5M | 43,998 | $2.8M | 40,773 | +3,225+7.91% | Add |
| Empirical Finance, LLC |
| 0.14% | 0.17% | #24 | $3.3M | 41,836 | $3.6M | 52,382 | -10,546-20.13% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #44 | $3.2M | 40,610 | $2.7M | 39,721 | +889+2.24% | Add |
| Cambria Investment Management, L.P. |
| 0.16% | 0.15% | #23 | $3.2M | 40,273 | $2.7M | 38,800 | +1,473+3.80% | Add |
| Brookwood Investment Group LLC |
| 0.34% | 0.37% | #17 | $3.0M | 38,672 | $3.0M | 43,954 | -5,282-12.02% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #52 | $2.9M | 36,500 | $0 | 0 | +36,500 | New Buy |
| Seed Wealth Management, Inc. |
| 1.54% | 1.45% | #7 | $2.4M | 30,940 | $2.1M | 30,940 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #62 | $2.4M | 29,889 | $0 | 0 | +29,889 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #49 | $2.3M | 29,988 | $1.8M | 25,369 | +4,619+18.21% | Add |
| L.K. Benson & Company, P.C. |
| 0.6% | 0.61% | #13 | $2.0M | 25,196 | $1.8M | 27,071 | -1,875-6.93% | Reduce |
| Innova Wealth Partners |
| 0.68% | 0.53% | #12 | $1.7M | 21,061 | $1.1M | 16,322 | +4,739+29.03% | Add |
| Well Done, LLC |
| 0.2% | 0.07% | #21 | $1.5M | 18,513 | $506,656 | 7,417 | +11,096+149.60% | Add |
| BAKER BOYER NATIONAL BANK |
| 0.37% | 0.35% | #16 | $1.3M | 17,017 | $1.2M | 16,993 | +24+0.14% | Add |
| XY Planning Network, Inc. |
| 0.16% | 0.21% | #22 | $1.3M | 16,137 | $1.3M | 18,721 | -2,584-13.80% | Reduce |
| Visionary Wealth Advisors |
| 0.05% | 0.04% | #31 | $1.1M | 14,500 | $1.0M | 14,769 | -269-1.82% | Reduce |
| ATTICUS WEALTH MANAGEMENT, LLC |
| 0.26% | 0.22% | #19 | $1.1M | 13,784 | $804,918 | 11,783 | +2,001+16.98% | Add |
| Stillwater Private Wealth, LLC |
| 0.71% | 1.2% | #11 | $1.1M | 13,534 | $1.4M | 20,793 | -7,259-34.91% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #63 | $960,000 | 12,198 | $816,000 | 11,946 | +252+2.11% | Add |
| Sankala Group LLC |
| 0.58% | — | #14 | $863,024 | 11,252 | $0 | 0 | +11,252 | New Buy |
| OPPENHEIMER & CO INC |
| 0.01% | — | #43 | $837,687 | 10,640 | $0 | 0 | +10,640 | New Buy |
| Global Retirement Partners, LLC |
| 0.01% | — | #40 | $753,446 | 9,570 | $0 | 0 | +9,570 | New Buy |
| Almanack Investment Partners, LLC. |
| 0.07% | 0.08% | #27 | $569,848 | 7,238 | $489,168 | 7,161 | +77+1.08% | Add |
| Apollon Wealth Management, LLC |
| 0.01% | 0.01% | #45 | $530,023 | 6,732 | $398,395 | 5,832 | +900+15.43% | Add |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #58 | $529,853 | 6,730 | $424,273 | 6,211 | +519+8.36% | Add |
| Ameritas Advisory Services, LLC |
| 0.01% | 0.01% | #41 | $521,318 | 6,622 | $295,891 | 4,332 | +2,290+52.86% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.03% | 0.03% | #37 | $482,615 | 6,130 | $420,585 | 6,157 | -27-0.44% | Reduce |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #53 | $381,250 | 4,829 | $269,708 | 3,978 | +851+21.39% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #55 | $349,410 | 4,438 | $286,946 | 4,201 | +237+5.64% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.02% | #39 | $341,688 | 4,340 | $351,000 | 5,132 | -792-15.43% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #57 | $335,705 | 4,264 | $291,274 | 4,264 | 00.00% | Unchanged |
| Redwood Family Wealth LLC |
| 0.29% | 0.25% | #18 | $331,537 | 4,211 | $251,795 | 3,686 | +525+14.24% | Add |
| GWN SECURITIES INC. |
| 0.06% | 0.06% | #29 | $329,143 | 4,181 | $322,792 | 4,725 | -544-11.51% | Reduce |
