| Advisory Services Network, LLC |
| 0.54% | 0.54% | #19 | $47.4M | 1.3M | $40.6M | 1.2M | +57,807+4.82% | Add |
| GeoWealth Management, LLC |
| 1.15% | 0.99% | #8 | $36.6M | 968,590 | $27.5M | 811,741 | +156,849+19.32% | Add |
| Menard Financial Group LLC |
| 16.3% | 18.69% | #2 | $29.9M | 793,555 | $26.7M | 790,558 | +2,997+0.38% | Add |
| CONTINENTAL INVESTORS SERVICES, INC. |
| 17.93% | 15.46% | #1 | $22.9M | 591,061 | $16.4M | 447,947 | +143,114+31.95% | Add |
| Koshinski Asset Management, Inc. |
| 0.75% | 0.72% | #16 | $14.1M | 372,813 | $11.6M | 341,890 | +30,923+9.04% | Add |
| Strive Financial Group ,LLC |
| 4.91% | 1.48% | #4 | $11.3M | 299,705 | $2.8M | 80,722 | +218,983+271.28% | Add |
| TRUE Private Wealth Advisors |
| 0.76% | 0.75% | #14 | $8.8M | 233,900 | $7.8M | 231,205 | +2,695+1.17% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #64 | $8.5M | 225,821 | $879,849 | 26,008 | +199,813+768.28% | Add |
| Arete Wealth Advisors, LLC |
| 0.26% | 0.4% | #28 | $7.8M | 251,786 | $5.4M | 159,438 | +92,348+57.92% | Add |
| Balboa Wealth Partners |
| 0.94% | 1.04% | #9 | $6.9M | 182,791 | $6.2M | 182,595 | +196+0.11% | Add |
| Navigation Wealth Management, Inc. |
| 9.38% | 19.01% | #3 | $6.8M | 180,380 | $5.3M | 155,906 | +24,474+15.70% | Add |
| Strategic Blueprint, LLC |
| 0.32% | 0.34% | #25 | $6.5M | 171,079 | $5.9M | 174,449 | -3,370-1.93% | Reduce |
| Virtue Capital Management, LLC |
| 0.84% | 0.85% | #11 | $6.3M | 166,152 | $5.6M | 170,039 | -3,887-2.29% | Reduce |
| M1 Capital Management LLC |
| 2.19% | 2.39% | #5 | $5.9M | 157,364 | $5.2M | 153,384 | +3,980+2.59% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | — | #46 | $5.1M | 136,296 | $0 | 0 | +136,296 | New Buy |
| Advyzon Investment Management, LLC |
| 0.36% | 0.36% | #22 | $5.0M | 131,478 | $4.0M | 117,770 | +13,708+11.64% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.05% | — | #41 | $3.4M | 91,373 | $0 | 0 | +91,373 | New Buy |
| Rothschild Wealth LLC |
| 0.27% | 0.04% | #27 | $3.4M | 88,824 | $477,883 | 14,126 | +74,698+528.80% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #56 | $3.1M | 82,889 | $2.5M | 74,365 | +8,524+11.46% | Add |
| Creative Planning |
| <0.01% | <0.01% | #65 | $3.1M | 81,687 | $3.2M | 94,746 | -13,059-13.78% | Reduce |
| Alteri Wealth LLC |
| 0.8% | 0.85% | #12 | $2.9M | 76,345 | $2.6M | 77,858 | -1,513-1.94% | Reduce |
| Paragon Private Wealth Management, LLC |
| 0.75% | 0.79% | #15 | $2.9M | 76,200 | $2.5M | 74,535 | +1,665+2.23% | Add |
| EJMK Ventures LLC |
| 1.23% | 1.71% | #7 | $2.7M | 72,000 | $3.1M | 90,748 | -18,748-20.66% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #72 | $2.7M | 71,055 | $1.8M | 54,169 | +16,886+31.17% | Add |
| Ignite Planners, LLC |
| 0.33% | 0.32% | #24 | $2.4M | 63,293 | $2.1M | 62,320 | +973+1.56% | Add |
| Discipline Wealth Solutions, LLC |
| 0.2% | 0.21% | #31 | $2.3M | 62,244 | $2.0M | 60,033 | +2,211+3.68% | Add |
| Wayfinding Financial, LLC |
| 0.84% | 2.41% | #10 | $2.2M | 59,051 | $5.6M | 164,210 | -105,159-64.04% | Reduce |
| PKS Advisory Services, LLC |
| 0.35% | — | #23 | $2.2M | 58,396 | $0 | 0 | +58,396 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #62 | $2.0M | 52,288 | $1.8M | 54,641 | -2,353-4.31% | Reduce |
| Simplicity Wealth,LLC |
| 0.06% | 0.09% | #40 | $1.9M | 50,670 | $1.7M | 48,796 | +1,874+3.84% | Add |
| Faithward Advisors, LLC |
| 0.23% | 0.26% | #29 | $1.9M | 49,924 | $1.8M | 53,756 | -3,832-7.13% | Reduce |
| Stirlingshire Investments, Inc. |
| 1.39% | 1.46% | #6 | $1.9M | 49,507 | $1.7M | 49,340 | +167+0.34% | Add |
| UNIQUE WEALTH, LLC |
| 0.21% | 0.19% | #30 | $1.8M | 47,401 | $1.4M | 40,328 | +7,073+17.54% | Add |
| Carter Financial Group, INC. |
| 0.72% | 0.76% | #17 | $1.4M | 36,973 | $1.2M | 36,342 | +631+1.74% | Add |
| Rossby Financial, LCC |
| 0.19% | 0.19% | #32 | $1.0M | 27,082 | $923,225 | 27,082 | 00.00% | Unchanged |
| Vantus Wealth LLC |
| 0.54% | — | #18 | $1.0M | 26,790 | $0 | 0 | +26,790 | New Buy |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.02% | — | #50 | $983,240 | 26,053 | $0 | 0 | +26,053 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #76 | $796,993 | 21,118 | $605,997 | 17,913 | +3,205+17.89% | Add |
| IHT Wealth Management, LLC |
| 0.02% | 0.01% | #52 | $748,346 | 19,829 | $598,182 | 17,682 | +2,147+12.14% | Add |
| Latitude Advisors, LLC |
| 0.3% | 0.21% | #26 | $745,769 | 19,761 | $449,963 | 13,301 | +6,460+48.57% | Add |
| OceanIQ Capital, LLC |
| 0.44% | — | #21 | $744,938 | 19,339 | $0 | 0 | +19,339 | New Buy |
| Summit Financial, LLC |
| 0.01% | 0.01% | #55 | $709,437 | 18,798 | $785,634 | 23,223 | -4,425-19.05% | Reduce |
| Empirical Asset Management, LLC |
| 0.13% | 0.15% | #36 | $587,088 | 15,556 | $558,233 | 16,501 | -945-5.73% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #54 | $579,837 | 15,364 | $333,496 | 9,858 | +5,506+55.85% | Add |
| Advisory Advocates, LLC |
| 0.5% | — | #20 | $578,290 | 15,323 | $0 | 0 | +15,323 | New Buy |
| Axim Planning & Wealth |
| 0.79% | 0.93% | #13 | $560,514 | 14,852 | $766,452 | 22,656 | -7,804-34.45% | Reduce |
| Independent Wealth Network Inc. |
| 0.14% | 0.14% | #35 | $537,380 | 14,239 | $481,705 | 14,239 | 00.00% | Unchanged |
| Ethos Financial Group, LLC |
| 0.03% | 0.03% | #47 | $506,464 | 13,567 | $459,047 | 13,569 | -2-0.01% | Reduce |
| Onyx Bridge Wealth Group LLC |
| 0.05% | 0.05% | #44 | $503,942 | 13,353 | $451,732 | 13,353 | 00.00% | Unchanged |
| SeaCrest Wealth Management, LLC |
| 0.05% | — | #42 | $462,089 | 12,244 | $0 | 0 | +12,244 | New Buy |
