| Mid-American Wealth Advisory Group, Inc. |
| 16.45% | — | #1 | $45.5M | 1.8M | $0 | 0 | +1.8M | New Buy |
| AE Wealth Management LLC |
| 0.14% | 0.12% | #18 | $30.3M | 1.2M | $21.3M | 970,604 | +237,356+24.45% | Add |
| Lloyd Advisory Services, LLC. |
| 2.07% | 0.08% | #3 | $5.4M | 212,996 | $279,129 | 12,716 | +200,280+1,575.02% | Add |
| Authentikos Wealth Advisory, LLC |
| 3.1% | 2.72% | #2 | $4.9M | 193,152 | $4.0M | 183,582 | +9,570+5.21% | Add |
| B.O.S.S. Retirement Advisors, LLC |
| 0.39% | 0.4% | #11 | $1.5M | 57,768 | $1.3M | 60,124 | -2,356-3.92% | Reduce |
| HOWARD BAILEY SECURITIES, LLC |
| 0.52% | 0.51% | #9 | $1.4M | 55,228 | $1.3M | 57,020 | -1,792-3.14% | Reduce |
| Elevated Capital Advisors, LLC |
| 0.37% | 0.26% | #12 | $1.4M | 54,234 | $1.0M | 47,662 | +6,572+13.79% | Add |
| Aegis Wealth Management, Inc. |
| 0.7% | 0.34% | #7 | $1.1M | 43,326 | $430,453 | 19,610 | +23,716+120.94% | Add |
| FSA Advisors, Inc. |
| 0.48% | 0.17% | #10 | $1.0M | 41,737 | $257,190 | 11,717 | +30,020+256.21% | Add |
| Great Lakes Retirement, Inc. |
| 0.09% | 0.1% | #22 | $983,807 | 38,844 | $940,139 | 42,830 | -3,986-9.31% | Reduce |
| Integrated Wealth Management |
| 0.98% | 0.78% | #4 | $926,351 | 36,877 | $679,184 | 30,941 | +5,936+19.18% | Add |
| Wellment Financial |
| 0.97% | 0.92% | #5 | $854,057 | 33,999 | $740,347 | 33,728 | +271+0.80% | Add |
| POM Investment Strategies, LLC |
| 0.95% | 0.69% | #6 | $841,693 | 33,507 | $554,551 | 25,264 | +8,243+32.63% | Add |
| Csenge Advisory Group |
| 0.03% | 0.01% | #27 | $768,225 | 30,582 | $261,207 | 11,900 | +18,682+156.99% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.28% | — | #14 | $650,583 | 25,899 | $0 | 0 | +25,899 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #29 | $600,619 | 23,910 | $0 | 0 | +23,910 | New Buy |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.35% | 0.28% | #13 | $596,198 | 23,734 | $388,044 | 17,678 | +6,056+34.26% | Add |
| Centennial Advisors, LLC |
| 0.67% | 0.62% | #8 | $560,415 | 22,309 | $485,124 | 22,101 | +208+0.94% | Add |
| SMART Wealth LLC |
| 0.11% | 0.19% | #20 | $487,807 | 19,419 | $646,780 | 29,465 | -10,046-34.09% | Reduce |
| LifeWealth Investments, LLC |
| 0.13% | 0.17% | #19 | $484,123 | 19,272 | $561,161 | 25,565 | -6,293-24.62% | Reduce |
| FWG Investments, LLC. |
| 0.19% | 0.17% | #15 | $356,480 | 14,191 | $264,532 | 12,051 | +2,140+17.76% | Add |
| Outlook Wealth Advisors, LLC |
| 0.08% | 0.07% | #23 | $350,438 | 13,951 | $303,292 | 13,817 | +134+0.97% | Add |
| Networth Advisors, LLC |
| 0.17% | 0.16% | #16 | $296,978 | 11,822 | $231,637 | 10,553 | +1,269+12.03% | Add |
| Kingdom Financial Group LLC. |
| 0.07% | 0.08% | #24 | $292,214 | 11,633 | $279,129 | 12,716 | -1,083-8.52% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #30 | $289,408 | 11,521 | $0 | 0 | +11,521 | New Buy |
| Montgomery Financial Services LLC |
| 0.15% | — | #17 | $172,876 | 6,882 | $0 | 0 | +6,882 | New Buy |
| Quest 10 Wealth Builders, Inc. |
| 0.1% | 0.13% | #21 | $122,572 | 4,879 | $143,338 | 6,530 | -1,651-25.28% | Reduce |
| Decker Retirement Planning Inc. |
| 0.04% | <0.01% | #25 | $107,941 | 4,297 | $3,337 | 152 | +4,145+2,726.97% | Add |
| Key Capital Management, INC |
| 0.04% | <0.01% | #26 | $68,578 | 2,730 | $6,102 | 278 | +2,452+882.01% | Add |
| Mosley Wealth Management |
| 0.02% | — | #28 | $57,140 | 2,275 | $0 | 0 | +2,275 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #32 | $14,921 | 594 | $15,366 | 700 | -106-15.14% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #34 | $2,397 | 96 | $107,031 | 4,715 | -4,619-97.96% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #33 | $728 | 29 | $0 | 0 | +29 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | — | #31 | $427 | 17 | $0 | 0 | +17 | New Buy |
