| New Perspectives, Inc |
| 24.05% | 25.11% | #1 | $78.4M | 3.1M | $72.5M | 2.9M | +225,041+7.85% | Add |
| SMI Advisory Services, LLC |
| 3.47% | 3.4% | #3 | $21.4M | 845,239 | $20.6M | 814,050 | +31,189+3.83% | Add |
| Clear Trail Advisors, LLC |
| 2.49% | 2.45% | #5 | $16.3M | 643,407 | $14.7M | 582,927 | +60,480+10.38% | Add |
| PFW Advisors LLC |
| 2.53% | 2.65% | #4 | $8.7M | 342,791 | $8.4M | 332,721 | +10,070+3.03% | Add |
| STAPP WEALTH MANAGEMENT, PLLC |
| 10.73% | 10.37% | #2 | $8.2M | 324,040 | $8.1M | 321,115 | +2,925+0.91% | Add |
| LexAurum Advisors, LLC |
| 0.74% | 0.63% | #7 | $6.4M | 252,249 | $4.9M | 192,909 | +59,340+30.76% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | — | #15 | $5.2M | 205,416 | $0 | 0 | +205,416 | New Buy |
| Farther Finance Advisors, LLC |
| 0.04% | 0.04% | #13 | $4.7M | 185,776 | $4.6M | 180,476 | +5,300+2.94% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #19 | $3.2M | 124,381 | $1.6M | 62,945 | +61,436+97.60% | Add |
| Sigma Planning Corp |
| 0.08% | 0.09% | #11 | $3.1M | 120,884 | $3.3M | 129,647 | -8,763-6.76% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | — | #18 | $2.7M | 106,048 | $0 | 0 | +106,048 | New Buy |
| RAINIER FAMILY WEALTH INC |
| 1.3% | 1.42% | #6 | $2.3M | 90,298 | $2.1M | 83,519 | +6,779+8.12% | Add |
| Global Retirement Partners, LLC |
| 0.02% | — | #16 | $1.4M | 54,575 | $0 | 0 | +54,575 | New Buy |
| TOTH FINANCIAL ADVISORY CORP |
| 0.06% | 0.04% | #12 | $577,844 | 22,795 | $359,397 | 14,211 | +8,584+60.40% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #22 | $529,967 | 20,906 | $0 | 0 | +20,906 | New Buy |
| Trademark Financial Management, LLC |
| 0.19% | 0.16% | #9 | $469,152 | 18,507 | $331,147 | 13,094 | +5,413+41.34% | Add |
| Morey & Quinn Wealth Partners, LLC |
| 0.27% | — | #8 | $421,292 | 16,619 | $0 | 0 | +16,619 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #21 | $374,980 | 14,792 | $322,400 | 12,748 | +2,044+16.03% | Add |
| AVISO WEALTH MANAGEMENT |
| 0.13% | — | #10 | $335,583 | 13,238 | $0 | 0 | +13,238 | New Buy |
| Brookwood Investment Group LLC |
| 0.03% | 0.03% | #14 | $305,645 | 12,057 | $234,110 | 9,257 | +2,800+30.25% | Add |
| FLOW TRADERS U.S. LLC |
| 0.01% | — | #17 | $298,116 | 11,760 | $0 | 0 | +11,760 | New Buy |
| EASTERN BANK |
| <0.01% | — | #20 | $50,700 | 2,000 | $0 | 0 | +2,000 | New Buy |
| UBS Group AG |
| <0.01% | — | #23 | $20,635 | 814 | $0 | 0 | +814 | New Buy |
