| Legend Financial Advisors, Inc. |
| 5.77% | 6.05% | #1 | $10.1M | 255,221 | $9.4M | 251,862 | +3,359+1.33% | Add |
| Savant Capital, LLC |
| 0.03% | 0.02% | #8 | $9.8M | 253,601 | $4.8M | 128,612 | +124,989+97.18% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #11 | $3.0M | 75,645 | $1.5M | 41,182 | +34,463+83.68% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #13 | $2.5M | 61,778 | $1.7M | 44,626 | +17,152+38.43% | Add |
| AVALON CAPITAL MANAGEMENT |
| 0.44% | 0.51% | #3 | $1.9M | 47,238 | $1.8M | 48,205 | -967-2.01% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #14 | $1.2M | 29,651 | $1.1M | 28,944 | +707+2.44% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.08% | 0.09% | #5 | $906,316 | 22,792 | $852,398 | 22,873 | -81-0.35% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #15 | $833,868 | 20,970 | $651,161 | 17,473 | +3,497+20.01% | Add |
| GTS SECURITIES LLC |
| 0.02% | 0.06% | #10 | $764,283 | 19,220 | $1.8M | 49,063 | -29,843-60.83% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.04% | 0.06% | #7 | $668,929 | 16,822 | $820,943 | 22,029 | -5,207-23.64% | Reduce |
| CENTAURUS FINANCIAL, INC. |
| 0.02% | 0.01% | #9 | $548,994 | 13,806 | $274,000 | 7,341 | +6,465+88.07% | Add |
| Arcus Capital Partners, LLC |
| 0.17% | 0.15% | #4 | $404,615 | 10,175 | $404,770 | 10,627 | -452-4.25% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #16 | $403,000 | 10,136 | $355,000 | 9,533 | +603+6.33% | Add |
| Mowery & Schoenfeld Wealth Management, LLC |
| 0.53% | 0.57% | #2 | $390,531 | 9,821 | $371,512 | 9,969 | -148-1.48% | Reduce |
| Bond & Devick Financial Network, Inc. |
| 0.06% | 0.07% | #6 | $252,944 | 6,361 | $237,053 | 6,361 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #12 | $229,672 | 5,775 | $258,083 | 6,925 | -1,150-16.61% | Reduce |
