| GeoWealth Management, LLC |
| 0.48% | 0.33% | #6 | $15.2M | 519,201 | $9.0M | 335,209 | +183,992+54.89% | Add |
| CONTINENTAL INVESTORS SERVICES, INC. |
| 8.6% | 7.12% | #1 | $11.0M | 369,356 | $7.5M | 258,680 | +110,676+42.78% | Add |
| TRUE Private Wealth Advisors |
| 0.4% | 0.4% | #9 | $4.6M | 158,125 | $4.2M | 156,360 | +1,765+1.13% | Add |
| M1 Capital Management LLC |
| 1.19% | 1.23% | #3 | $3.2M | 109,987 | $2.7M | 98,690 | +11,297+11.45% | Add |
| Arete Wealth Advisors, LLC |
| 0.1% | 0.17% | #22 | $3.2M | 108,541 | $2.3M | 86,105 | +22,436+26.06% | Add |
| Navigation Wealth Management, Inc. |
| 4.25% | 8.55% | #2 | $3.1M | 105,620 | $2.4M | 87,985 | +17,635+20.04% | Add |
| Strategic Blueprint, LLC |
| 0.15% | 0.12% | #15 | $2.9M | 100,059 | $2.1M | 78,299 | +21,760+27.79% | Add |
| Balboa Wealth Partners |
| 0.39% | 0.44% | #10 | $2.9M | 97,554 | $2.6M | 97,283 | +271+0.28% | Add |
| Advisory Services Network, LLC |
| 0.03% | 0.03% | #30 | $2.5M | 87,125 | $2.3M | 86,851 | +274+0.32% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | — | #35 | $2.4M | 82,057 | $0 | 0 | +82,057 | New Buy |
| Advyzon Investment Management, LLC |
| 0.16% | 0.14% | #14 | $2.3M | 77,271 | $1.6M | 59,249 | +18,022+30.42% | Add |
| LPL Financial LLC |
| <0.01% | — | #45 | $1.7M | 58,551 | $0 | 0 | +58,551 | New Buy |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.03% | — | #32 | $1.7M | 58,127 | $0 | 0 | +58,127 | New Buy |
| Rothschild Wealth LLC |
| 0.13% | 0.02% | #18 | $1.6M | 55,640 | $239,378 | 8,879 | +46,761+526.65% | Add |
| Alteri Wealth LLC |
| 0.4% | 0.3% | #8 | $1.4M | 49,523 | $914,879 | 33,935 | +15,588+45.93% | Add |
| Paragon Private Wealth Management, LLC |
| 0.37% | 0.4% | #11 | $1.4M | 47,938 | $1.3M | 46,877 | +1,061+2.26% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #42 | $1.3M | 44,880 | $1.1M | 39,404 | +5,476+13.90% | Add |
| Koshinski Asset Management, Inc. |
| 0.06% | 0.05% | #27 | $1.1M | 39,229 | $788,526 | 29,248 | +9,981+34.13% | Add |
| EJMK Ventures LLC |
| 0.47% | 0.42% | #7 | $1.0M | 35,701 | $756,039 | 28,043 | +7,658+27.31% | Add |
| Simplicity Wealth,LLC |
| 0.03% | 0.04% | #29 | $905,481 | 30,990 | $787,717 | 29,218 | +1,772+6.06% | Add |
| UNIQUE WEALTH, LLC |
| 0.1% | 0.08% | #23 | $870,390 | 29,789 | $600,750 | 22,283 | +7,506+33.68% | Add |
| Stirlingshire Investments, Inc. |
| 0.64% | 0.63% | #5 | $862,145 | 29,507 | $717,670 | 26,620 | +2,887+10.85% | Add |
| PKS Advisory Services, LLC |
| 0.13% | — | #19 | $810,200 | 27,729 | $0 | 0 | +27,729 | New Buy |
| Faithward Advisors, LLC |
| 0.1% | 0.08% | #24 | $804,590 | 27,537 | $578,130 | 21,444 | +6,093+28.41% | Add |
| Ignite Planners, LLC |
| 0.09% | 0.09% | #25 | $688,710 | 23,571 | $612,208 | 22,995 | +576+2.50% | Add |
| Axim Planning & Wealth |
| 0.82% | 0.48% | #4 | $588,227 | 20,132 | $396,555 | 14,709 | +5,423+36.87% | Add |
| Carter Financial Group, INC. |
| 0.3% | 0.31% | #12 | $585,140 | 20,026 | $498,715 | 18,498 | +1,528+8.26% | Add |
| Vantus Wealth LLC |
| 0.3% | — | #13 | $565,407 | 19,351 | $0 | 0 | +19,351 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #47 | $474,196 | 16,229 | $567,604 | 21,054 | -4,825-22.92% | Reduce |
| Revisor Wealth Management LLC |
| 0.11% | 0.08% | #21 | $440,089 | 15,062 | $294,457 | 10,922 | +4,140+37.91% | Add |
| Latitude Advisors, LLC |
| 0.15% | 0.09% | #16 | $365,222 | 12,500 | $200,493 | 7,437 | +5,063+68.08% | Add |
| Wayfinding Financial, LLC |
| 0.13% | 0.1% | #20 | $330,958 | 11,327 | $221,000 | 8,206 | +3,121+38.03% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #40 | $289,322 | 9,902 | $151,138 | 5,606 | +4,296+76.63% | Add |
| IHT Wealth Management, LLC |
| 0.01% | 0.01% | #38 | $278,277 | 9,524 | $225,062 | 8,348 | +1,176+14.09% | Add |
| Vise Technologies, Inc. |
| <0.01% | 0.01% | #41 | $276,436 | 9,461 | $555,822 | 20,956 | -11,495-54.85% | Reduce |
| Empirical Asset Management, LLC |
| 0.06% | — | #26 | $276,086 | 9,449 | $0 | 0 | +9,449 | New Buy |
| VICTORY FINANCIAL GROUP, LLC |
| 0.03% | 0.05% | #31 | $260,775 | 8,925 | $405,344 | 15,035 | -6,110-40.64% | Reduce |
| GK Wealth Management LLC |
| 0.14% | — | #17 | $257,211 | 8,803 | $0 | 0 | +8,803 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #52 | $255,837 | 8,756 | $831,770 | 30,852 | -22,096-71.62% | Reduce |
| Ethos Financial Group, LLC |
| 0.02% | 0.02% | #36 | $245,018 | 8,664 | $229,618 | 8,517 | +147+1.73% | Add |
| CoreCap Advisors, LLC |
| 0.01% | 0.01% | #37 | $239,446 | 8,195 | $228,756 | 8,485 | -290-3.42% | Reduce |
| Independent Wealth Network Inc. |
| 0.06% | 0.07% | #28 | $239,241 | 8,188 | $220,748 | 8,188 | 00.00% | Unchanged |
| SeaCrest Wealth Management, LLC |
| 0.03% | — | #34 | $230,855 | 7,901 | $0 | 0 | +7,901 | New Buy |
| Arax Advisory Partners |
| <0.01% | <0.01% | #44 | $189,629 | 6,490 | $174,971 | 6,490 | 00.00% | Unchanged |
| Rossby Financial, LCC |
| 0.03% | 0.03% | #33 | $142,294 | 4,870 | $133,535 | 4,870 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #51 | $43,799 | 1,499 | $0 | 0 | +1,499 | New Buy |
| Cornerstone Planning Group LLC |
| <0.01% | <0.01% | #39 | $34,686 | 1,195 | $34,094 | 1,195 | 00.00% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #43 | $24,018 | 822 | $0 | 0 | +822 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #46 | $22,411 | 767 | $0 | 0 | +767 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #49 | $4,967 | 170 | $4,071 | 151 | +19+12.58% | Add |
