| Farther Finance Advisors, LLC |
| 0.11% | 0.11% | #8 | $14.7M | 278,850 | $11.3M | 253,611 | +25,239+9.95% | Add |
| NewCorp Financial Services, Inc. |
| 6.59% | 6% | #1 | $8.6M | 163,464 | $6.9M | 156,753 | +6,711+4.28% | Add |
| ATX Financial Planning, LLC |
| 3% | 2.99% | #2 | $3.9M | 89,110 | $3.9M | 89,110 | 00.00% | Unchanged |
| Arax Advisory Partners |
| 0.01% | 0.04% | #14 | $1.7M | 32,607 | $1.5M | 33,445 | -838-2.51% | Reduce |
| YARGER WEALTH STRATEGIES, LLC |
| 0.49% | 0.41% | #5 | $1.4M | 25,572 | $1.0M | 22,990 | +2,582+11.23% | Add |
| Authentikos Wealth Advisory, LLC |
| 0.75% | 0.74% | #3 | $1.2M | 22,209 | $1.1M | 24,717 | -2,508-10.15% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.06% | 0.08% | #9 | $1.1M | 21,169 | $1.4M | 32,201 | -11,032-34.26% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #20 | $705,644 | 13,400 | $591,677 | 13,400 | 00.00% | Unchanged |
| HFG Wealth Management, LLC |
| 0.6% | 0.31% | #4 | $597,322 | 11,343 | $572,072 | 12,956 | -1,613-12.45% | Reduce |
| Brookstone Capital Management |
| 0.01% | <0.01% | #17 | $524,546 | 9,961 | $413,644 | 9,368 | +593+6.33% | Add |
| Trek Financial, LLC |
| 0.02% | 0.02% | #13 | $511,276 | 9,709 | $384,149 | 8,700 | +1,009+11.60% | Add |
| Navis Wealth Advisors, LLC |
| 0.14% | 0.19% | #7 | $356,298 | 6,766 | $378,232 | 8,566 | -1,800-21.01% | Reduce |
| Maia Wealth LLC |
| 0.05% | 0.06% | #11 | $341,237 | 6,480 | $348,957 | 7,903 | -1,423-18.01% | Reduce |
| Regatta Research & Money Management |
| 0.21% | — | #6 | $219,437 | 4,167 | $0 | 0 | +4,167 | New Buy |
| ALERUS FINANCIAL NA |
| 0.01% | 0.01% | #15 | $166,248 | 3,157 | $139,397 | 3,157 | 00.00% | Unchanged |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.01% | #16 | $159,718 | 3,033 | $166,000 | 3,762 | -729-19.38% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #21 | $124,488 | 2,364 | $107,608 | 2,437 | -73-3.00% | Reduce |
| IFS Advisors, LLC |
| 0.05% | 0.06% | #10 | $106,636 | 2,025 | $123,943 | 2,807 | -782-27.86% | Reduce |
| BARCLAYS PLC |
| <0.01% | <0.01% | #22 | $90,101 | 1,711 | $53,869 | 1,220 | +491+40.25% | Add |
| Luminist Capital LLC |
| 0.04% | — | #12 | $39,231 | 756 | $0 | 0 | +756 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #18 | $32,544 | 618 | $46,760 | 1,059 | -441-41.64% | Reduce |
| COUNTRY TRUST BANK |
| <0.01% | — | #19 | $14,429 | 274 | $0 | 0 | +274 | New Buy |
