| AE Wealth Management LLC |
| 0.12% | 0.12% | #22 | $25.7M | 1.1M | $22.6M | 936,998 | +144,665+15.44% | Add |
| TrueMark Investments, LLC |
| 2.58% | 1.75% | #2 | $20.6M | 864,077 | $9.0M | 372,048 | +492,029+132.25% | Add |
| Authentikos Wealth Advisory, LLC |
| 2.68% | 2.83% | #1 | $4.2M | 176,349 | $4.2M | 173,808 | +2,541+1.46% | Add |
| Mid-American Wealth Advisory Group, Inc. |
| 1.07% | 3.42% | #5 | $3.0M | 124,400 | $8.1M | 337,316 | -212,916-63.12% | Reduce |
| Wellment Financial |
| 2.57% | 2.66% | #3 | $2.3M | 94,800 | $2.1M | 89,066 | +5,734+6.44% | Add |
| POM Investment Strategies, LLC |
| 2.2% | 2.2% | #4 | $1.9M | 81,735 | $1.8M | 73,396 | +8,339+11.36% | Add |
| Elevated Capital Advisors, LLC |
| 0.39% | 0.68% | #9 | $1.4M | 58,882 | $2.7M | 111,442 | -52,560-47.16% | Reduce |
| Csenge Advisory Group |
| 0.05% | 0.04% | #24 | $1.2M | 52,094 | $939,629 | 38,935 | +13,159+33.80% | Add |
| FWG Investments, LLC. |
| 0.56% | 0.56% | #7 | $1.1M | 44,216 | $883,941 | 36,628 | +7,588+20.72% | Add |
| Outlook Wealth Advisors, LLC |
| 0.22% | 0.24% | #16 | $1.0M | 43,944 | $997,907 | 41,350 | +2,594+6.27% | Add |
| HOWARD BAILEY SECURITIES, LLC |
| 0.36% | 0.19% | #10 | $969,098 | 40,718 | $453,162 | 18,778 | +21,940+116.84% | Add |
| FSA Advisors, Inc. |
| 0.43% | 0.47% | #8 | $936,429 | 39,346 | $708,206 | 29,346 | +10,000+34.08% | Add |
| SMART Wealth LLC |
| 0.2% | 0.31% | #18 | $933,002 | 39,202 | $1.1M | 44,145 | -4,943-11.20% | Reduce |
| Integrated Wealth Management |
| 0.96% | 0.76% | #6 | $912,253 | 38,330 | $665,110 | 27,560 | +10,770+39.08% | Add |
| Lloyd Advisory Services, LLC. |
| 0.32% | 0.01% | #13 | $821,929 | 34,535 | $22,920 | 950 | +33,585+3,535.26% | Add |
| Networth Advisors, LLC |
| 0.36% | 0.4% | #11 | $621,775 | 26,125 | $562,448 | 23,306 | +2,819+12.10% | Add |
| Richmond Brothers, Inc. |
| 0.28% | — | #14 | $536,116 | 22,526 | $0 | 0 | +22,526 | New Buy |
| Key Capital Management, INC |
| 0.2% | 0.12% | #19 | $382,728 | 16,081 | $177,982 | 7,375 | +8,706+118.05% | Add |
| Aegis Wealth Management, Inc. |
| 0.21% | 0.2% | #17 | $323,918 | 13,610 | $253,929 | 10,522 | +3,088+29.35% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.13% | — | #21 | $302,155 | 12,696 | $0 | 0 | +12,696 | New Buy |
| Quest 10 Wealth Builders, Inc. |
| 0.23% | 0.24% | #15 | $301,118 | 12,652 | $277,652 | 11,505 | +1,147+9.97% | Add |
| Centennial Advisors, LLC |
| 0.34% | — | #12 | $283,657 | 11,918 | $0 | 0 | +11,918 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #33 | $244,593 | 10,277 | $703,990 | 29,171 | -18,894-64.77% | Reduce |
| Blackston Financial Advisory Group, LLC |
| 0.13% | 0.14% | #20 | $235,001 | 9,874 | $225,332 | 9,337 | +537+5.75% | Add |
| Mosley Wealth Management |
| 0.07% | 0.01% | #23 | $213,058 | 8,952 | $26,562 | 1,078 | +7,874+730.43% | Add |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.04% | 0.05% | #25 | $61,523 | 2,585 | $72,110 | 2,988 | -403-13.49% | Reduce |
| HUNTINGTON NATIONAL BANK |
| <0.01% | <0.01% | #31 | $32,773 | 1,377 | $33,231 | 1,377 | 00.00% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #28 | $30,623 | 1,284 | $0 | 0 | +1,284 | New Buy |
| Decker Retirement Planning Inc. |
| 0.01% | <0.01% | #26 | $29,536 | 1,241 | $10,812 | 448 | +793+177.01% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #36 | $28,512 | 1,198 | $41,364 | 1,714 | -516-30.11% | Reduce |
| Kingdom Financial Group LLC. |
| 0.01% | 0.01% | #27 | $27,491 | 1,155 | $22,920 | 950 | +205+21.58% | Add |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #30 | $11,320 | 476 | $11,479 | 476 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #35 | $4,760 | 200 | $4,826 | 200 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #37 | $4,593 | 193 | $0 | 0 | +193 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #38 | $3,927 | 165 | $61,576 | 2,499 | -2,334-93.40% | Reduce |
| Montgomery Financial Services LLC |
| <0.01% | — | #29 | $1,880 | 79 | $0 | 0 | +79 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #34 | $1,618 | 68 | $0 | 0 | +68 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | — | #32 | $1,333 | 56 | $0 | 0 | +56 | New Buy |
