| Cache Advisors, LLC |
| 9.04% | 10.18% | #1 | $106.6M | 1.9M | $88.1M | 1.9M | 00.00% | Unchanged |
| BLB&B Advisors, LLC |
| 1.79% | 1.82% | #3 | $48.8M | 857,606 | $44.2M | 902,637 | -45,031-4.99% | Reduce |
| Relyea Zuckerberg Hanson LLC |
| 1.61% | 1.67% | #4 | $19.3M | 339,700 | $16.6M | 339,700 | 00.00% | Unchanged |
| Kathmere Capital Management, LLC |
| 0.67% | 0.67% | #8 | $12.6M | 221,231 | $10.8M | 221,438 | -207-0.09% | Reduce |
| Quantinno Capital Management LP |
| 0.01% | — | #29 | $9.9M | 173,666 | $0 | 0 | +173,666 | New Buy |
| Everest Private Wealth |
| 2.37% | 3.93% | #2 | $6.4M | 111,578 | $7.8M | 158,603 | -47,025-29.65% | Reduce |
| Ledyard National Bank |
| 0.42% | 0.39% | #11 | $5.2M | 91,951 | $4.5M | 91,951 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #32 | $4.8M | 83,800 | $4.1M | 83,800 | 00.00% | Unchanged |
| Family CFO Inc |
| 1.38% | 1.38% | #5 | $3.6M | 63,129 | $3.1M | 63,129 | 00.00% | Unchanged |
| Lansing Street Advisors |
| 0.73% | — | #7 | $3.4M | 60,080 | $0 | 0 | +60,080 | New Buy |
| Revolve Wealth Partners, LLC |
| 0.26% | — | #16 | $2.5M | 44,451 | $0 | 0 | +44,451 | New Buy |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| 0.49% | 0.47% | #10 | $2.3M | 40,458 | $2.0M | 40,458 | 00.00% | Unchanged |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
| 0.42% | 0.4% | #12 | $2.2M | 38,601 | $1.9M | 38,601 | 00.00% | Unchanged |
| JPL Wealth Management, LLC |
| 0.41% | 0.41% | #13 | $2.1M | 36,070 | $1.8M | 36,070 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | <0.01% | #38 | $2.0M | 35,500 | $1.7M | 35,500 | 00.00% | Unchanged |
| Downshift Financial, LLC |
| 0.9% | — | #6 | $2.0M | 35,307 | $0 | 0 | +35,307 | New Buy |
| Meridian Wealth Management, LLC |
| 0.06% | 0.06% | #23 | $2.0M | 34,568 | $1.7M | 34,568 | 00.00% | Unchanged |
| Foundry Financial LLC |
| 0.57% | 0.62% | #9 | $1.7M | 29,860 | $1.5M | 29,860 | 00.00% | Unchanged |
| One Degree Advisors Inc |
| 0.37% | 0.39% | #14 | $1.7M | 29,094 | $1.5M | 30,699 | -1,605-5.23% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #40 | $1.6M | 28,201 | $238,000 | 4,873 | +23,328+478.72% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | — | #28 | $1.6M | 28,150 | $0 | 0 | +28,150 | New Buy |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #31 | $1.5M | 25,840 | $1.3M | 25,840 | 00.00% | Unchanged |
| Almanack Investment Partners, LLC. |
| 0.18% | 0.21% | #17 | $1.5M | 25,485 | $1.2M | 25,485 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #34 | $1.3M | 23,467 | $1.1M | 23,467 | 00.00% | Unchanged |
| Meredith Wealth Planning |
| 0.26% | 0.26% | #15 | $1.1M | 19,556 | $957,103 | 19,556 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #37 | $1.1M | 19,462 | $0 | 0 | +19,462 | New Buy |
| Bouchey Financial Group, Ltd. |
| 0.07% | 0.07% | #22 | $1.0M | 17,822 | $914,925 | 17,822 | 00.00% | Unchanged |
| Perigon Wealth Management, LLC |
| 0.01% | 0.01% | #27 | $814,916 | 14,316 | $700,643 | 14,316 | 00.00% | Unchanged |
| DHJJ Financial Advisors, Ltd. |
| 0.17% | 0.17% | #18 | $605,240 | 10,633 | $521,348 | 10,653 | -20-0.19% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #39 | $550,580 | 9,672 | $483,260 | 9,874 | -202-2.05% | Reduce |
| Prairiewood Capital, LLC |
| 0.14% | 0.13% | #19 | $533,684 | 9,376 | $458,848 | 9,376 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | — | #41 | $492,610 | 8,654 | $0 | 0 | +8,654 | New Buy |
| Snowden Capital Advisors LLC |
| 0.01% | 0.01% | #30 | $385,693 | 6,776 | $331,609 | 6,776 | 00.00% | Unchanged |
| Rockwood Wealth Management, LLC |
| 0.02% | 0.02% | #25 | $361,517 | 6,351 | $310,848 | 6,352 | -1-0.02% | Reduce |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| <0.01% | <0.01% | #33 | $315,936 | 5,550 | $271,633 | 5,550 | 00.00% | Unchanged |
| Empowered Funds, LLC |
| <0.01% | — | #36 | $264,179 | 4,641 | $0 | 0 | +4,641 | New Buy |
| Cambria Investment Management, L.P. |
| 0.01% | — | #26 | $264,179 | 4,641 | $0 | 0 | +4,641 | New Buy |
| QUARRY HILL ADVISORS, LLC |
| 0.1% | 0.1% | #20 | $255,987 | 4,497 | $242,450 | 4,497 | 00.00% | Unchanged |
| Causey Wealth LLC |
| 0.08% | — | #21 | $207,282 | 3,641 | $0 | 0 | +3,641 | New Buy |
| MilWealth Group LLC |
| 0.04% | 0.03% | #24 | $170,484 | 2,995 | $146,577 | 2,995 | 00.00% | Unchanged |
| SouthState Bank Corp |
| <0.01% | <0.01% | #35 | $35,361 | 621 | $52,230 | 1,067 | -446-41.80% | Reduce |
