| Cache Advisors, LLC |
| 13.95% | 16.66% | #2 | $164.5M | 2.8M | $144.3M | 2.8M | 00.00% | Unchanged |
| Seed Wealth Management, Inc. |
| 25.81% | 24.64% | #1 | $40.8M | 682,464 | $35.8M | 683,953 | -1,489-0.22% | Reduce |
| Relyea Zuckerberg Hanson LLC |
| 2.22% | 2.35% | #3 | $26.7M | 446,173 | $23.4M | 446,173 | 00.00% | Unchanged |
| Plancorp, LLC |
| 0.29% | 1.06% | #14 | $11.9M | 198,547 | $37.2M | 681,498 | -482,951-70.87% | Reduce |
| Sageworth Trust Co |
| 0.42% | 0.51% | #12 | $10.6M | 177,900 | $9.3M | 177,900 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #23 | $10.4M | 172,768 | $9.1M | 172,768 | 00.00% | Unchanged |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #25 | $10.3M | 172,768 | $9.1M | 172,768 | 00.00% | Unchanged |
| One Degree Advisors Inc |
| 1.83% | 1.89% | #4 | $8.2M | 137,571 | $7.2M | 137,571 | 00.00% | Unchanged |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.04% | 0.04% | #20 | $6.4M | 106,762 | $5.8M | 110,967 | -4,205-3.79% | Reduce |
| Soundwatch Capital LLC |
| 0.63% | 0.66% | #9 | $5.7M | 95,682 | $5.2M | 99,887 | -4,205-4.21% | Reduce |
| QUARRY HILL ADVISORS, LLC |
| 0.88% | 0.9% | #6 | $2.3M | 38,450 | $2.2M | 38,563 | -113-0.29% | Reduce |
| JPL Wealth Management, LLC |
| 0.42% | 0.43% | #11 | $2.1M | 35,428 | $1.9M | 35,428 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | <0.01% | #27 | $1.9M | 31,588 | $1.7M | 31,691 | -103-0.33% | Reduce |
| Frankly Finances, LLC |
| 1.48% | 1.64% | #5 | $1.9M | 31,331 | $1.7M | 31,331 | 00.00% | Unchanged |
| Flatrock Wealth Partners LLC |
| 0.73% | 0.74% | #8 | $1.9M | 31,250 | $1.6M | 31,250 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #28 | $1.7M | 28,196 | $1.1M | 21,089 | +7,107+33.70% | Add |
| Almanack Investment Partners, LLC. |
| 0.19% | 0.22% | #16 | $1.5M | 24,443 | $1.3M | 24,443 | 00.00% | Unchanged |
| L.K. Benson & Company, P.C. |
| 0.42% | 0.41% | #10 | $1.4M | 23,439 | $1.2M | 23,439 | 00.00% | Unchanged |
| Revolve Wealth Partners, LLC |
| 0.14% | 0.16% | #18 | $1.4M | 23,350 | $1.2M | 23,350 | 00.00% | Unchanged |
| Schiavi & Co LLC |
| 0.31% | 0.3% | #13 | $1.2M | 19,362 | $1.0M | 19,362 | 00.00% | Unchanged |
| Ledyard National Bank |
| 0.09% | 0.09% | #19 | $1.2M | 19,277 | $1.0M | 19,277 | 00.00% | Unchanged |
| Sherman Wealth Management LLC |
| 0.79% | 0.79% | #7 | $1.0M | 17,545 | $919,040 | 17,545 | 00.00% | Unchanged |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| 0.2% | 0.3% | #15 | $926,290 | 15,504 | $1.3M | 24,284 | -8,780-36.16% | Reduce |
| Savvy Advisors, Inc. |
| 0.02% | 0.02% | #22 | $861,885 | 14,426 | $764,446 | 14,593 | -167-1.14% | Reduce |
| Empowered Funds, LLC |
| <0.01% | 0.05% | #26 | $517,023 | 8,654 | $8.1M | 154,898 | -146,244-94.41% | Reduce |
| Cambria Investment Management, L.P. |
| 0.03% | — | #21 | $517,023 | 8,654 | $0 | 0 | +8,654 | New Buy |
| Truepoint, Inc. |
| 0.01% | 0.01% | #24 | $470,423 | 7,874 | $412,465 | 7,874 | 00.00% | Unchanged |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.17% | — | #17 | $287,846 | 4,818 | $0 | 0 | +4,818 | New Buy |
