| Strive Financial Group ,LLC |
| 4.76% | 1.17% | #1 | $11.0M | 345,021 | $2.2M | 74,527 | +270,494+362.95% | Add |
| FOCUSED ALPHA, LLC |
| 2.43% | — | #3 | $9.5M | 298,078 | $0 | 0 | +298,078 | New Buy |
| GeoWealth Management, LLC |
| 0.28% | 0.16% | #13 | $9.0M | 283,850 | $4.5M | 164,401 | +119,449+72.66% | Add |
| CONTINENTAL INVESTORS SERVICES, INC. |
| 4.55% | 3.09% | #2 | $5.8M | 175,207 | $3.3M | 103,260 | +71,947+69.68% | Add |
| Arete Wealth Advisors, LLC |
| 0.16% | 0.27% | #14 | $5.0M | 157,722 | $3.6M | 130,508 | +27,214+20.85% | Add |
| Prosperity Financial Group, Inc. |
| 1.29% | 1.3% | #5 | $4.2M | 130,667 | $3.5M | 127,873 | +2,794+2.18% | Add |
| CreativeOne Wealth, LLC |
| 0.07% | 0.14% | #22 | $3.1M | 97,345 | $6.2M | 224,921 | -127,576-56.72% | Reduce |
| Strategic Blueprint, LLC |
| 0.15% | 0.11% | #16 | $3.0M | 94,465 | $2.0M | 71,381 | +23,084+32.34% | Add |
| Advisory Services Network, LLC |
| 0.03% | 0.01% | #28 | $2.6M | 80,332 | $941,396 | 34,150 | +46,182+135.23% | Add |
| LPL Financial LLC |
| <0.01% | — | #42 | $2.4M | 74,049 | $0 | 0 | +74,049 | New Buy |
| M1 Capital Management LLC |
| 0.74% | 0.71% | #7 | $2.0M | 63,070 | $1.6M | 56,276 | +6,794+12.07% | Add |
| CoreCap Advisors, LLC |
| 0.05% | 0.04% | #25 | $1.6M | 50,079 | $1.3M | 46,468 | +3,611+7.77% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #45 | $1.4M | 44,215 | $4.0M | 144,821 | -100,606-69.47% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.02% | 0.04% | #30 | $1.3M | 41,966 | $1.3M | 48,577 | -6,611-13.61% | Reduce |
| Axim Planning & Wealth |
| 1.55% | 1.1% | #4 | $1.1M | 34,897 | $904,822 | 32,823 | +2,074+6.32% | Add |
| Koshinski Asset Management, Inc. |
| 0.06% | 0.06% | #24 | $1.1M | 34,075 | $900,494 | 32,666 | +1,409+4.31% | Add |
| Advyzon Investment Management, LLC |
| 0.08% | 0.06% | #20 | $1.1M | 33,145 | $720,159 | 26,124 | +7,021+26.88% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #32 | $1.1M | 33,130 | $327,906 | 11,895 | +21,235+178.52% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #36 | $1.0M | 32,485 | $3.7M | 133,537 | -101,052-75.67% | Reduce |
| Wayfinding Financial, LLC |
| 0.32% | 0.29% | #12 | $851,069 | 26,780 | $670,000 | 24,339 | +2,441+10.03% | Add |
| Hardworking Capital Advisors, LLC |
| 0.61% | 0.6% | #8 | $744,955 | 23,441 | $636,570 | 23,092 | +349+1.51% | Add |
| EJMK Ventures LLC |
| 0.33% | 0.33% | #11 | $729,415 | 22,952 | $597,591 | 21,678 | +1,274+5.88% | Add |
| TRUE Private Wealth Advisors |
| 0.06% | 0.06% | #23 | $696,668 | 21,922 | $596,664 | 21,644 | +278+1.28% | Add |
| GK Wealth Management LLC |
| 0.37% | — | #9 | $695,213 | 21,875 | $0 | 0 | +21,875 | New Buy |
| Balboa Wealth Partners |
| 0.09% | 0.1% | #18 | $673,005 | 21,177 | $580,307 | 21,051 | +126+0.60% | Add |
| Navigation Wealth Management, Inc. |
| 0.91% | 1.81% | #6 | $657,147 | 20,678 | $501,797 | 18,203 | +2,475+13.60% | Add |
| Vantus Wealth LLC |
| 0.34% | — | #10 | $636,617 | 20,032 | $0 | 0 | +20,032 | New Buy |
| Faithward Advisors, LLC |
| 0.07% | 0.05% | #21 | $582,305 | 18,323 | $352,661 | 12,793 | +5,530+43.23% | Add |
| Alteri Wealth LLC |
| 0.15% | 0.13% | #15 | $548,936 | 17,273 | $400,517 | 14,529 | +2,744+18.89% | Add |
| Revisor Wealth Management LLC |
| 0.12% | 0.12% | #17 | $515,149 | 16,209 | $424,467 | 15,397 | +812+5.27% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #38 | $458,681 | 14,433 | $0 | 0 | +14,433 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | — | #34 | $393,024 | 12,367 | $0 | 0 | +12,367 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #39 | $382,409 | 12,033 | $307,000 | 11,143 | +890+7.99% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #44 | $375,767 | 11,824 | $304,171 | 11,034 | +790+7.16% | Add |
| Rothschild Wealth LLC |
| 0.03% | — | #29 | $350,470 | 11,028 | $0 | 0 | +11,028 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #47 | $320,814 | 10,095 | $309,520 | 11,228 | -1,133-10.09% | Reduce |
| Paragon Private Wealth Management, LLC |
| 0.08% | 0.08% | #19 | $311,976 | 9,817 | $250,327 | 9,081 | +736+8.10% | Add |
| Vise Technologies, Inc. |
| <0.01% | 0.01% | #33 | $298,732 | 9,400 | $667,848 | 22,411 | -13,011-58.06% | Reduce |
| VICTORY FINANCIAL GROUP, LLC |
| 0.03% | 0.05% | #27 | $295,586 | 9,301 | $441,646 | 16,021 | -6,720-41.94% | Reduce |
| Ignite Planners, LLC |
| 0.04% | — | #26 | $280,331 | 8,821 | $0 | 0 | +8,821 | New Buy |
| Concurrent Investment Advisors, LLC |
| <0.01% | <0.01% | #35 | $265,141 | 8,343 | $223,649 | 8,113 | +230+2.83% | Add |
| Rossby Financial, LCC |
| 0.01% | 0.01% | #31 | $76,463 | 2,406 | $67,280 | 2,408 | -2-0.08% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #40 | $61,081 | 1,922 | $21,447 | 778 | +1,144+147.04% | Add |
| Arax Advisory Partners |
| <0.01% | <0.01% | #46 | $42,077 | 1,324 | $36,499 | 1,324 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #43 | $26,219 | 825 | $0 | 0 | +825 | New Buy |
| Cornerstone Planning Group LLC |
| <0.01% | <0.01% | #37 | $7,590 | 236 | $7,327 | 236 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #51 | $7,151 | 225 | $0 | 0 | +225 | New Buy |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #41 | $4,735 | 149 | $0 | 0 | +149 | New Buy |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #49 | $3,686 | 116 | $0 | 0 | +116 | New Buy |
| VALLEY WEALTH MANAGERS, INC. |
| <0.01% | — | #48 | $1,367 | 43 | $0 | 0 | +43 | New Buy |
