| AE Wealth Management LLC |
| 0.44% | 0.48% | #12 | $94.7M | 3.8M | $88.9M | 3.6M | +189,139+5.29% | Add |
| Kingdom Financial Group LLC. |
| 8.08% | 9.1% | #1 | $31.6M | 1.3M | $31.8M | 1.3M | -20,434-1.60% | Reduce |
| Simplicity Wealth,LLC |
| 0.83% | 0.05% | #9 | $24.5M | 973,736 | $855,553 | 34,415 | +939,321+2,729.39% | Add |
| LifeWealth Investments, LLC |
| 2.07% | 2.16% | #4 | $7.7M | 307,572 | $7.2M | 290,988 | +16,584+5.70% | Add |
| Arcadia Wealth Management, LLC |
| 1.72% | 1.98% | #6 | $5.5M | 217,601 | $5.5M | 220,403 | -2,802-1.27% | Reduce |
| SMART Wealth LLC |
| 0.96% | 1.39% | #8 | $4.5M | 177,111 | $4.8M | 191,330 | -14,219-7.43% | Reduce |
| Montgomery Financial Services LLC |
| 2.96% | — | #3 | $3.4M | 135,291 | $0 | 0 | +135,291 | New Buy |
| Networth Advisors, LLC |
| 1.74% | 2.02% | #5 | $3.0M | 119,110 | $2.9M | 115,016 | +4,094+3.56% | Add |
| HOWARD BAILEY SECURITIES, LLC |
| 0.99% | 1.04% | #7 | $2.7M | 105,358 | $2.5M | 101,282 | +4,076+4.02% | Add |
| FLP Wealth Management, LLC |
| 4.05% | — | #2 | $2.3M | 90,630 | $0 | 0 | +90,630 | New Buy |
| B.O.S.S. Retirement Advisors, LLC |
| 0.58% | 0.64% | #11 | $2.2M | 85,805 | $2.1M | 84,240 | +1,565+1.86% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #23 | $1.9M | 74,883 | $2.7M | 109,562 | -34,679-31.65% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #25 | $1.9M | 74,883 | $2.7M | 109,562 | -34,679-31.65% | Reduce |
| Key Capital Management, INC |
| 0.63% | 0.7% | #10 | $1.2M | 48,281 | $1.1M | 42,898 | +5,383+12.55% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #27 | $1.2M | 47,333 | $1.4M | 55,029 | -7,696-13.99% | Reduce |
| Triad Wealth Partners, LLC |
| 0.04% | 0.07% | #20 | $708,601 | 28,700 | $920,879 | 37,043 | -8,343-22.52% | Reduce |
| LifePlan Investment Advisors, Inc. |
| 0.18% | 0.2% | #16 | $516,204 | 20,521 | $505,451 | 20,332 | +189+0.93% | Add |
| FWG Investments, LLC. |
| 0.22% | — | #15 | $407,303 | 16,192 | $0 | 0 | +16,192 | New Buy |
| FSA Advisors, Inc. |
| 0.17% | 0.17% | #17 | $361,002 | 14,351 | $255,650 | 10,284 | +4,067+39.55% | Add |
| Lloyd Advisory Services, LLC. |
| 0.14% | 9.1% | #18 | $353,024 | 14,034 | $31.8M | 1.3M | -1.3M-98.90% | Reduce |
| CoreCap Advisors, LLC |
| 0.01% | 0.01% | #22 | $333,026 | 13,239 | $326,336 | 13,127 | +112+0.85% | Add |
| Centennial Advisors, LLC |
| 0.32% | 0.44% | #13 | $268,469 | 10,673 | $343,261 | 13,808 | -3,135-22.70% | Reduce |
| Integrated Wealth Management |
| 0.22% | 0.24% | #14 | $212,584 | 8,451 | $210,787 | 8,479 | -28-0.33% | Reduce |
| Quest 10 Wealth Builders, Inc. |
| 0.09% | 0.08% | #19 | $119,209 | 4,739 | $94,393 | 3,797 | +942+24.81% | Add |
| Decker Retirement Planning Inc. |
| 0.03% | 0.04% | #21 | $81,577 | 3,243 | $81,665 | 3,285 | -42-1.28% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | — | #24 | $60,314 | 2,398 | $0 | 0 | +2,398 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #26 | $25,532 | 1,015 | $25,233 | 1,015 | 00.00% | Unchanged |
