| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.1% | 0.13% | #6 | $62.0M | 1.8M | $58.0M | 1.8M | +13,844+0.76% | Add |
| Private Wealth Asset Management, LLC |
| 1.09% | 1.16% | #2 | $11.4M | 339,594 | $10.8M | 339,594 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| 0.03% | 0.04% | #10 | $11.2M | 335,440 | $10.7M | 336,531 | -1,091-0.32% | Reduce |
| Fermata Advisors, LLC |
| 1.25% | 1.31% | #1 | $6.2M | 184,765 | $5.8M | 182,228 | +2,537+1.39% | Add |
| Apeiron RIA LLC |
| 0.93% | 0.86% | #3 | $3.6M | 108,745 | $3.7M | 116,119 | -7,374-6.35% | Reduce |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #12 | $2.9M | 87,858 | $2.8M | 87,858 | 00.00% | Unchanged |
| Onyx Bridge Wealth Group LLC |
| 0.25% | 0.07% | #5 | $2.7M | 81,799 | $655,650 | 20,595 | +61,204+297.18% | Add |
| Frazier Financial Advisors, LLC |
| 0.28% | 0.29% | #4 | $558,888 | 16,712 | $531,388 | 16,692 | +20+0.12% | Add |
| Kesler, Norman & Wride, LLC |
| 0.07% | 0.06% | #7 | $431,798 | 12,912 | $319,820 | 10,046 | +2,866+28.53% | Add |
| Maridea Wealth Management LLC |
| 0.04% | 0.05% | #9 | $385,416 | 11,525 | $349,302 | 10,972 | +553+5.04% | Add |
| Financial Enhancement Group LLC |
| 0.04% | 0.05% | #8 | $368,325 | 11,014 | $367,958 | 11,014 | 00.00% | Unchanged |
| CAHILL FINANCIAL ADVISORS INC |
| 0.03% | 0.04% | #11 | $347,637 | 10,395 | $330,942 | 10,395 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #14 | $306,894 | 9,177 | $392,597 | 12,332 | -3,155-25.58% | Reduce |
| JNBA Financial Advisors |
| <0.01% | <0.01% | #13 | $5,259 | 157 | $1,504 | 47 | +110+234.04% | Add |
