| AE Wealth Management LLC |
| 0.75% | 0.34% | #17 | $160.0M | 5.8M | $63.6M | 2.5M | +3.3M+128.05% | Add |
| Lloyd Advisory Services, LLC. |
| 7.42% | 0.11% | #2 | $19.2M | 694,179 | $373,161 | 14,905 | +679,274+4,557.36% | Add |
| Wellment Financial |
| 10.51% | 4.29% | #1 | $9.2M | 334,374 | $3.5M | 138,627 | +195,747+141.20% | Add |
| POM Investment Strategies, LLC |
| 6.74% | 1.46% | #3 | $5.9M | 215,521 | $1.2M | 46,995 | +168,526+358.60% | Add |
| HOWARD BAILEY SECURITIES, LLC |
| 2.03% | 0.71% | #7 | $5.4M | 196,388 | $1.7M | 69,222 | +127,166+183.71% | Add |
| B.O.S.S. Retirement Advisors, LLC |
| 1.46% | 0.57% | #8 | $5.4M | 196,263 | $1.9M | 74,171 | +122,092+164.61% | Add |
| SMART Wealth LLC |
| 1.16% | 0.9% | #15 | $5.4M | 195,065 | $3.1M | 122,673 | +72,392+59.01% | Add |
| FWG Investments, LLC. |
| 2.73% | 1.4% | #5 | $5.2M | 187,004 | $2.2M | 87,917 | +99,087+112.71% | Add |
| Integrated Wealth Management |
| 4.6% | 1.58% | #4 | $4.4M | 157,722 | $1.4M | 55,094 | +102,628+186.28% | Add |
| Elevated Capital Advisors, LLC |
| 1.09% | 0.55% | #16 | $3.9M | 143,052 | $2.2M | 87,029 | +56,023+64.37% | Add |
| Mid-American Wealth Advisory Group, Inc. |
| 1.25% | 1.7% | #11 | $3.5M | 125,415 | $4.0M | 154,728 | -29,313-18.94% | Reduce |
| FSA Advisors, Inc. |
| 1.46% | 0.83% | #9 | $3.2M | 115,085 | $1.3M | 50,376 | +64,709+128.45% | Add |
| Outlook Wealth Advisors, LLC |
| 0.68% | 0.16% | #18 | $3.2M | 115,043 | $653,627 | 26,107 | +88,936+340.66% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 1.18% | — | #14 | $2.8M | 100,246 | $0 | 0 | +100,246 | New Buy |
| Richmond Brothers, Inc. |
| 1.41% | — | #10 | $2.7M | 98,061 | $0 | 0 | +98,061 | New Buy |
| Great Lakes Retirement, Inc. |
| 0.23% | 0.1% | #26 | $2.6M | 92,484 | $925,071 | 36,949 | +55,535+150.30% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #34 | $2.2M | 81,374 | $0 | 0 | +81,374 | New Buy |
| Centennial Advisors, LLC |
| 2.56% | 0.91% | #6 | $2.1M | 77,868 | $715,655 | 28,584 | +49,284+172.42% | Add |
| LifeWealth Investments, LLC |
| 0.57% | 0.28% | #21 | $2.1M | 77,154 | $940,884 | 37,580 | +39,574+105.31% | Add |
| Networth Advisors, LLC |
| 1.22% | 0.33% | #12 | $2.1M | 76,330 | $473,749 | 18,922 | +57,408+303.39% | Add |
| Mosley Wealth Management |
| 0.58% | 0.04% | #20 | $1.8M | 65,768 | $98,750 | 3,725 | +62,043+1,665.58% | Add |
| Quest 10 Wealth Builders, Inc. |
| 1.21% | 0.63% | #13 | $1.6M | 56,277 | $719,624 | 28,743 | +27,534+95.79% | Add |
| Csenge Advisory Group |
| 0.05% | 0.03% | #30 | $1.4M | 49,075 | $752,978 | 30,075 | +19,000+63.18% | Add |
| Golden Reserve Retirement LLC |
| 0.18% | 0.11% | #27 | $1.1M | 40,450 | $517,429 | 20,667 | +19,783+95.72% | Add |
| Kingdom Financial Group LLC. |
| 0.25% | 0.11% | #25 | $988,960 | 35,845 | $373,161 | 14,905 | +20,940+140.49% | Add |
| Aegis Wealth Management, Inc. |
| 0.59% | 0.6% | #19 | $910,387 | 32,997 | $759,808 | 30,348 | +2,649+8.73% | Add |
| Blackston Financial Advisory Group, LLC |
| 0.41% | — | #23 | $723,548 | 26,225 | $0 | 0 | +26,225 | New Buy |
| Montgomery Financial Services LLC |
| 0.54% | — | #22 | $626,238 | 22,698 | $0 | 0 | +22,698 | New Buy |
| Authentikos Wealth Advisory, LLC |
| 0.38% | 0.26% | #24 | $589,996 | 21,384 | $380,065 | 15,180 | +6,204+40.87% | Add |
| McAdam, LLC |
| 0.01% | — | #32 | $227,507 | 8,246 | $0 | 0 | +8,246 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #36 | $211,919 | 7,681 | $0 | 0 | +7,681 | New Buy |
| Decker Retirement Planning Inc. |
| 0.06% | 0.01% | #29 | $169,347 | 6,138 | $17,551 | 701 | +5,437+775.61% | Add |
| Key Capital Management, INC |
| 0.08% | 0.04% | #28 | $151,911 | 5,506 | $59,462 | 2,375 | +3,131+131.83% | Add |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.05% | 0.04% | #31 | $81,997 | 2,972 | $60,513 | 2,417 | +555+22.96% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #37 | $11,533 | 418 | $0 | 0 | +418 | New Buy |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #33 | $10,434 | 370 | $0 | 0 | +370 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | — | #35 | $7,063 | 256 | $0 | 0 | +256 | New Buy |
