| WCG Wealth Advisors LLC |
| 1.28% | 1.24% | #5 | $54.2M | 2.1M | $44.3M | 1.7M | +398,464+22.92% | Add |
| Private Advisor Group, LLC |
| 0.13% | — | #16 | $28.3M | 1.1M | $0 | 0 | +1.1M | New Buy |
| Onyx Bridge Wealth Group LLC |
| 1.43% | — | #4 | $15.9M | 626,973 | $0 | 0 | +626,973 | New Buy |
| Strid Group, LLC |
| 1.69% | 1.84% | #3 | $15.2M | 600,927 | $14.9M | 582,838 | +18,089+3.10% | Add |
| PERSONAL CFO SOLUTIONS, LLC |
| 1.71% | 1.59% | #2 | $11.8M | 466,553 | $11.3M | 444,552 | +22,001+4.95% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #22 | $11.7M | 462,748 | $8.7M | 341,288 | +121,460+35.59% | Add |
| GGM Financial LLC |
| 4.03% | — | #1 | $10.6M | 419,150 | $0 | 0 | +419,150 | New Buy |
| Spartan Wealth Advisory Services LLC |
| 0.83% | 0.84% | #10 | $10.1M | 398,936 | $9.6M | 376,343 | +22,593+6.00% | Add |
| D.B. Root & Company, LLC |
| 0.98% | 1.07% | #8 | $4.6M | 182,871 | $4.5M | 175,691 | +7,180+4.09% | Add |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
| 1.23% | 1.36% | #6 | $4.5M | 178,107 | $4.2M | 166,312 | +11,795+7.09% | Add |
| Cannon Financial Strategists, Inc. |
| 0.44% | — | #12 | $3.9M | 153,054 | $0 | 0 | +153,054 | New Buy |
| Cornerstone Wealth Group, LLC |
| 0.23% | 0.23% | #14 | $3.9M | 152,842 | $3.5M | 137,692 | +15,150+11.00% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #21 | $3.6M | 143,225 | $2.7M | 105,788 | +37,437+35.39% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #25 | $3.3M | 132,049 | $335,616 | 13,156 | +118,893+903.72% | Add |
| Integrity Wealth Solutions LLC |
| 1.21% | 1.08% | #7 | $3.3M | 129,512 | $2.8M | 107,846 | +21,666+20.09% | Add |
| Westside Investment Management, Inc. |
| 0.34% | 0.28% | #13 | $2.6M | 103,263 | $1.8M | 70,973 | +32,290+45.50% | Add |
| Clay Northam Wealth Management, LLC |
| 0.84% | 0.91% | #9 | $1.7M | 67,400 | $1.6M | 63,300 | +4,100+6.48% | Add |
| Empire Financial Management Company, LLC |
| 0.56% | 0.32% | #11 | $1.4M | 55,553 | $1.4M | 56,218 | -665-1.18% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #26 | $836,778 | 33,009 | $4.2M | 165,956 | -132,947-80.11% | Reduce |
| Insight Wealth Partners, LLC |
| 0.1% | — | #17 | $777,713 | 30,679 | $0 | 0 | +30,679 | New Buy |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #23 | $769,956 | 30,373 | $766,000 | 30,040 | +333+1.11% | Add |
| Principia Wealth Advisory, LLC |
| 0.19% | — | #15 | $343,695 | 13,476 | $0 | 0 | +13,476 | New Buy |
| CHANNEL WEALTH LLC |
| 0.06% | 0.06% | #18 | $262,195 | 10,343 | $263,983 | 10,348 | -5-0.05% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #24 | $216,354 | 8,533 | $217,677 | 8,533 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #28 | $181,459 | 7,123 | $231,663 | 9,117 | -1,994-21.87% | Reduce |
| Spire Wealth Management |
| <0.01% | <0.01% | #20 | $147,917 | 5,835 | $85,078 | 3,335 | +2,500+74.96% | Add |
| PRIVATE TRUST CO NA |
| 0.01% | <0.01% | #19 | $97,948 | 3,864 | $27,960 | 1,096 | +2,768+252.55% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | — | #29 | $24,567 | 961 | $0 | 0 | +961 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #31 | $17,973 | 709 | $11,846 | 462 | +247+53.46% | Add |
| Blue Trust, Inc. |
| <0.01% | — | #27 | $2,535 | 100 | $0 | 0 | +100 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #30 | $254 | 10 | $6,709 | 263 | -253-96.20% | Reduce |
