| Cache Advisors, LLC |
| 16.38% | 19.51% | #1 | $193.1M | 3.6M | $168.9M | 3.6M | 00.00% | Unchanged |
| Everest Private Wealth |
| 7.46% | 8.97% | #2 | $20.0M | 375,942 | $17.7M | 380,489 | -4,547-1.20% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.09% | 0.09% | #26 | $19.1M | 359,759 | $16.7M | 359,759 | 00.00% | Unchanged |
| Vise Technologies, Inc. |
| 0.14% | — | #24 | $12.4M | 233,703 | $0 | 0 | +233,703 | New Buy |
| Truepoint, Inc. |
| 0.26% | 0.24% | #19 | $12.4M | 232,542 | $10.9M | 233,273 | -731-0.31% | Reduce |
| JPL Wealth Management, LLC |
| 2.42% | 2.45% | #4 | $12.2M | 229,355 | $10.7M | 229,355 | 00.00% | Unchanged |
| Flatrock Wealth Partners LLC |
| 2.12% | 2.13% | #5 | $5.4M | 101,682 | $4.7M | 101,682 | 00.00% | Unchanged |
| Seed Wealth Management, Inc. |
| 3.07% | 2.93% | #3 | $4.8M | 91,183 | $4.3M | 91,454 | -271-0.30% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.02% | 0.02% | #28 | $4.4M | 83,311 | $3.9M | 83,311 | 00.00% | Unchanged |
| Soundwatch Capital LLC |
| 0.49% | 0.49% | #11 | $4.4M | 83,311 | $3.9M | 83,311 | 00.00% | Unchanged |
| Meredith Wealth Planning |
| 1.02% | 1.02% | #6 | $4.3M | 80,965 | $3.8M | 81,272 | -307-0.38% | Reduce |
| Ethos Financial Group, LLC |
| 0.28% | 0.34% | #17 | $4.2M | 80,056 | $4.7M | 100,455 | -20,399-20.31% | Reduce |
| Ledyard National Bank |
| 0.28% | 0.27% | #16 | $3.5M | 65,131 | $3.1M | 66,536 | -1,405-2.11% | Reduce |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #33 | $2.8M | 53,441 | $1.2M | 24,794 | +28,647+115.54% | Add |
| One Degree Advisors Inc |
| 0.6% | 0.62% | #8 | $2.7M | 50,944 | $2.4M | 50,944 | 00.00% | Unchanged |
| TWIN PEAKS WEALTH ADVISORS, LLC |
| 0.59% | 0.58% | #10 | $2.6M | 49,139 | $2.3M | 49,139 | 00.00% | Unchanged |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| 0.02% | 0.02% | #29 | $2.3M | 43,122 | $2.1M | 43,122 | 00.00% | Unchanged |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| 0.44% | 0.44% | #13 | $2.1M | 39,418 | $1.8M | 39,418 | 00.00% | Unchanged |
| Revolve Wealth Partners, LLC |
| 0.21% | 0.23% | #21 | $2.0M | 37,219 | $1.8M | 37,692 | -473-1.25% | Reduce |
| FIDELITY D & D BANCORP INC |
| 0.6% | 0.61% | #9 | $1.7M | 32,817 | $1.5M | 32,817 | 00.00% | Unchanged |
| Magnolia Private Wealth, LLC |
| 0.48% | 1.02% | #12 | $1.7M | 31,966 | $1.5M | 32,766 | -800-2.44% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #40 | $1.6M | 29,555 | $1.4M | 29,079 | +476+1.64% | Add |
| REGIONS FINANCIAL CORP |
| 0.01% | 0.01% | #32 | $1.5M | 27,580 | $1.3M | 27,580 | 00.00% | Unchanged |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #39 | $1.1M | 20,340 | $1.0M | 21,952 | -1,612-7.34% | Reduce |
| Family CFO Inc |
| 0.41% | 0.41% | #14 | $1.1M | 19,852 | $923,444 | 19,852 | 00.00% | Unchanged |
| Sherman Wealth Management LLC |
| 0.71% | 0.71% | #7 | $946,699 | 17,799 | $827,986 | 17,799 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #36 | $936,462 | 17,607 | $0 | 0 | +17,607 | New Buy |
| CONTINUUM WEALTH ADVISORS, LLC |
| 0.28% | 0.3% | #18 | $821,071 | 15,437 | $718,111 | 15,437 | 00.00% | Unchanged |
| Prairiewood Capital, LLC |
| 0.21% | 0.21% | #20 | $818,440 | 15,388 | $715,809 | 15,388 | 00.00% | Unchanged |
| BLAIR WILLIAM & CO/IL |
| <0.01% | — | #34 | $808,175 | 15,195 | $0 | 0 | +15,195 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #38 | $758,388 | 14,259 | $663,288 | 14,259 | 00.00% | Unchanged |
| QUARRY HILL ADVISORS, LLC |
| 0.29% | 0.42% | #15 | $757,096 | 14,235 | $1.0M | 20,168 | -5,933-29.42% | Reduce |
| MilWealth Group LLC |
| 0.15% | 0.15% | #22 | $680,207 | 12,789 | $643,521 | 13,834 | -1,045-7.55% | Reduce |
| Savvy Advisors, Inc. |
| 0.01% | 0.02% | #30 | $646,445 | 12,154 | $617,575 | 13,276 | -1,122-8.45% | Reduce |
| Schiavi & Co LLC |
| 0.14% | 0.14% | #25 | $522,154 | 9,817 | $456,677 | 9,817 | 00.00% | Unchanged |
| Cerity Partners LLC |
| <0.01% | <0.01% | #37 | $498,779 | 9,378 | $436,233 | 9,378 | 00.00% | Unchanged |
| Midwest Capital Advisors, LLC |
| 0.14% | 0.14% | #23 | $351,322 | 6,605 | $307,267 | 6,605 | 00.00% | Unchanged |
| XY Planning Network, Inc. |
| 0.04% | 0.06% | #27 | $351,289 | 6,605 | $398,408 | 8,501 | -1,896-22.30% | Reduce |
| ZWJ INVESTMENT COUNSEL INC |
| 0.01% | 0.01% | #31 | $271,475 | 5,104 | $237,433 | 5,104 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | — | #41 | $233,225 | 4,385 | $0 | 0 | +4,385 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #35 | $182,411 | 3,430 | $160,726 | 3,430 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #42 | $23,881 | 449 | $64,752 | 1,392 | -943-67.74% | Reduce |
