| Revolve Wealth Partners, LLC |
| 3.24% | 3.41% | #1 | $31.3M | 747,367 | $26.2M | 731,857 | +15,510+2.12% | Add |
| Philip James Wealth Mangement, LLC |
| 0.85% | 0.78% | #2 | $7.6M | 180,664 | $6.8M | 189,706 | -9,042-4.77% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.02% | #9 | $3.8M | 89,628 | $3.1M | 85,753 | +3,875+4.52% | Add |
| Savvy Advisors, Inc. |
| 0.07% | 0.07% | #6 | $3.1M | 75,024 | $2.5M | 69,748 | +5,276+7.56% | Add |
| Proficio Capital Partners LLC |
| 0.07% | 0.08% | #7 | $1.8M | 43,335 | $1.6M | 43,335 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #12 | $1.6M | 38,562 | $1.2M | 34,250 | +4,312+12.59% | Add |
| WEALTH EFFECTS LLC |
| 0.32% | 0.36% | #4 | $1.2M | 28,321 | $1.0M | 28,166 | +155+0.55% | Add |
| RITHOLTZ WEALTH MANAGEMENT |
| 0.01% | 0.01% | #11 | $690,758 | 16,513 | $585,607 | 16,331 | +182+1.11% | Add |
| Womack Financial LLC |
| 0.34% | 0.32% | #3 | $508,653 | 12,160 | $438,395 | 12,226 | -66-0.54% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #15 | $466,000 | 11,151 | $392,000 | 10,926 | +225+2.06% | Add |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #13 | $436,371 | 10,432 | $380,808 | 10,620 | -188-1.77% | Reduce |
| Bravias Capital Group, LLC |
| 0.24% | 0.18% | #5 | $397,378 | 9,500 | $267,694 | 7,465 | +2,035+27.26% | Add |
| Triumph Capital Management |
| 0.04% | — | #8 | $232,282 | 5,553 | $0 | 0 | +5,553 | New Buy |
| Noble Wealth Management PBC |
| 0.01% | 0.01% | #10 | $27,190 | 650 | $23,307 | 650 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #14 | $24,345 | 582 | $7,100 | 198 | +384+193.94% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #16 | $6,622 | 158 | $5,527 | 158 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #17 | $42 | 1 | $60 | 1 | 00.00% | Unchanged |
