| Resonant Capital Advisors, LLC |
| 1.09% | 1.28% | #5 | $22.8M | 948,893 | $24.3M | 926,883 | +22,010+2.37% | Add |
| Betterment LLC |
| 0.03% | 0.04% | #12 | $19.2M | 795,489 | $20.7M | 787,955 | +7,534+0.96% | Add |
| Beacon Harbor Wealth Advisors, Inc. |
| 2.94% | 2.82% | #1 | $15.1M | 582,845 | $13.5M | 512,309 | +70,536+13.77% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #20 | $8.5M | 352,744 | $9.6M | 367,054 | -14,310-3.90% | Reduce |
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
| 2.39% | 2.81% | #2 | $5.3M | 219,667 | $5.8M | 220,507 | -840-0.38% | Reduce |
| One Degree Advisors Inc |
| 1.12% | 1.6% | #4 | $5.0M | 209,681 | $6.1M | 232,173 | -22,492-9.69% | Reduce |
| APPLETON PARTNERS INC/MA |
| 0.26% | 0.33% | #7 | $4.2M | 175,603 | $4.7M | 179,249 | -3,646-2.03% | Reduce |
| Inscription Capital, LLC |
| 0.17% | 0.26% | #8 | $2.0M | 81,711 | $2.5M | 93,452 | -11,741-12.56% | Reduce |
| Prospect Financial Group LLC |
| 1.44% | 1.84% | #3 | $1.8M | 74,015 | $2.0M | 75,919 | -1,904-2.51% | Reduce |
| Evolution Wealth Advisors, LLC |
| 0.16% | 0.15% | #9 | $1.4M | 56,255 | $1.5M | 56,255 | 00.00% | Unchanged |
| Vise Technologies, Inc. |
| 0.01% | 0.02% | #14 | $1.0M | 42,753 | $947,797 | 44,898 | -2,145-4.78% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #21 | $1.0M | 41,800 | $866,431 | 32,988 | +8,812+26.71% | Add |
| Cresset Asset Management, LLC |
| <0.01% | <0.01% | #18 | $969,653 | 40,268 | $1.1M | 40,268 | 00.00% | Unchanged |
| Nuveen, LLC |
| <0.01% | — | #24 | $952,027 | 39,536 | $0 | 0 | +39,536 | New Buy |
| Comprehensive Money Management Services LLC |
| 0.47% | 0.57% | #6 | $741,375 | 30,788 | $875,281 | 33,325 | -2,537-7.61% | Reduce |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #19 | $668,918 | 27,779 | $606,065 | 23,075 | +4,704+20.39% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #29 | $509,448 | 21,157 | $1.1M | 40,316 | -19,159-47.52% | Reduce |
| WCG Wealth Advisors LLC |
| 0.01% | 0.01% | #15 | $438,521 | 18,211 | $480,177 | 18,282 | -71-0.39% | Reduce |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #17 | $431,875 | 17,935 | $369,443 | 14,066 | +3,869+27.51% | Add |
| Financial Enhancement Group LLC |
| 0.04% | — | #11 | $355,228 | 14,752 | $0 | 0 | +14,752 | New Buy |
| Focus Partners Wealth |
| <0.01% | <0.01% | #23 | $324,952 | 13,494 | $366,800 | 13,965 | -471-3.37% | Reduce |
| Arete Wealth Advisors, LLC |
| 0.01% | — | #16 | $298,688 | 12,404 | $0 | 0 | +12,404 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #22 | $235,045 | 9,761 | $263,000 | 10,018 | -257-2.57% | Reduce |
| Braun-Bostich & Associates Inc. |
| 0.12% | 0.16% | #10 | $213,469 | 8,865 | $252,538 | 9,615 | -750-7.80% | Reduce |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #28 | $113,995 | 4,734 | $127,280 | 4,846 | -112-2.31% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #27 | $107,010 | 4,444 | $117,250 | 4,464 | -20-0.45% | Reduce |
| Pacific Center for Financial Services |
| 0.01% | 0.02% | #13 | $64,174 | 2,665 | $69,997 | 2,665 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #32 | $32,821 | 1,363 | $0 | 0 | +1,363 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #25 | $24,080 | 1,000 | $26,000 | 1,000 | 00.00% | Unchanged |
| Allworth Financial LP |
| <0.01% | <0.01% | #31 | $13,329 | 554 | $14,539 | 554 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #30 | $6,337 | 263 | $0 | 0 | +263 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #35 | $5,177 | 215 | $5,647 | 215 | 00.00% | Unchanged |
| MCF Advisors LLC |
| <0.01% | <0.01% | #26 | $4,816 | 200 | $5,253 | 200 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #36 | $4,575 | 190 | $4,990 | 190 | 00.00% | Unchanged |
| Arax Advisory Partners |
| <0.01% | <0.01% | #34 | $1,445 | 60 | $788 | 30 | +30+100.00% | Add |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #33 | $1,324 | 55 | $1,445 | 55 | 00.00% | Unchanged |
| Blue Trust, Inc. |
| <0.01% | <0.01% | #37 | $265 | 11 | $289 | 11 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #38 | $52 | 2 | $34 | 1 | +1+100.00% | Add |