| Waverly Advisors, LLC |
| 0.11% | 0.11% | #3 | $18.6M | 545,649 | $15.1M | 524,537 | +21,112+4.02% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.01% | #6 | $15.7M | 459,902 | $13.1M | 455,369 | +4,533+1.00% | Add |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.46% | 0.61% | #1 | $12.4M | 364,221 | $8.6M | 298,921 | +65,300+21.85% | Add |
| IFP Advisors, Inc |
| 0.01% | — | #7 | $584,374 | 17,159 | $0 | 0 | +17,159 | New Buy |
| Alchemi Wealth, LLC |
| 0.22% | 0.22% | #2 | $470,655 | 13,819 | $404,073 | 14,079 | -260-1.85% | Reduce |
| Ethos Financial Group, LLC |
| 0.03% | 0.03% | #5 | $431,222 | 12,662 | $416,190 | 15,136 | -2,474-16.35% | Reduce |
| Able Wealth Management LLC |
| 0.09% | 0.1% | #4 | $386,948 | 11,362 | $378,950 | 13,204 | -1,842-13.95% | Reduce |
| MGO ONE SEVEN LLC |
| 0.01% | — | #8 | $354,391 | 10,406 | $0 | 0 | +10,406 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | — | #9 | $19,957 | 586 | $0 | 0 | +586 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #10 | $16,654 | 489 | $0 | 0 | +489 | New Buy |
