| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.27% | 0.36% | #142 | $162.4M | 1.4M | $163.5M | 1.4M | -22,605-1.61% | Reduce |
| Empowered Funds, LLC |
| 0.57% | 0.71% | #109 | $108.1M | 923,075 | $111.5M | 959,025 | -35,950-3.75% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.12% | 0.12% | #186 | $81.4M | 695,000 | $69.9M | 601,391 | +93,609+15.57% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.15% | 0.14% | #176 | $66.9M | 570,946 | $53.4M | 459,235 | +111,711+24.33% | Add |
| True Wealth Design, LLC |
| 13.54% | 16.04% | #2 | $56.9M | 486,131 | $57.8M | 497,031 | -10,900-2.19% | Reduce |
| Mariner, LLC |
| 0.06% | 0.04% | #229 | $53.4M | 455,745 | $32.9M | 282,725 | +173,020+61.20% | Add |
| HighTower Advisors, LLC |
| 0.04% | 0.05% | #244 | $46.1M | 393,332 | $43.4M | 373,011 | +20,321+5.45% | Add |
| PENNINGTON PARTNERS & CO., LLC |
| 13.38% | 17.07% | #3 | $41.8M | 356,588 | $49.9M | 428,686 | -72,098-16.82% | Reduce |
| ADAR1 Capital Management, LLC |
| 1.82% | 2.31% | #51 | $39.5M | 337,125 | $39.2M | 337,125 | 00.00% | Unchanged |
| Insight Advisors, LLC/ PA |
| 6.7% | 7.47% | #11 | $38.0M | 324,822 | $39.3M | 337,673 | -12,851-3.81% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #337 | $36.0M | 306,987 | $916,851 | 7,893 | +299,094+3,789.36% | Add |
| Opus Capital Group, LLC |
| 3.47% | 3.56% | #24 | $35.8M | 305,968 | $33.1M | 284,266 | +21,702+7.63% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.07% | 0.06% | #217 | $34.8M | 296,913 | $21.6M | 185,852 | +111,061+59.76% | Add |
| Whitcomb & Hess, Inc. |
| 6.91% | 7.61% | #10 | $32.0M | 273,047 | $32.6M | 280,582 | -7,535-2.69% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.04% | <0.01% | #249 | $31.1M | 265,727 | $314,477 | 2,704 | +263,023+9,727.18% | Add |
| Pinion Investment Advisors, LLC |
| 5.52% | 3.64% | #14 | $29.1M | 248,506 | $15.6M | 134,014 | +114,492+85.43% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #311 | $28.7M | 244,873 | $12.2M | 104,908 | +139,965+133.42% | Add |
| Bravias Capital Group, LLC |
| 16.01% | 16.96% | #1 | $27.0M | 230,369 | $25.9M | 223,044 | +7,325+3.28% | Add |
| Amplius Wealth Advisors, LLC |
| 1.95% | 2.06% | #44 | $26.7M | 227,846 | $24.7M | 212,011 | +15,835+7.47% | Add |
| Ethos Financial Group, LLC |
| 1.74% | 3.44% | #54 | $26.1M | 222,040 | $47.0M | 404,551 | -182,511-45.11% | Reduce |
| TITLEIST ASSET MANAGEMENT, LLC |
| 1.63% | 1.81% | #60 | $24.2M | 206,411 | $24.0M | 206,501 | -90-0.04% | Reduce |
| Avondale Wealth Management |
| 9.31% | 3.63% | #8 | $22.8M | 195,037 | $7.4M | 63,431 | +131,606+207.48% | Add |
| Compass Ion Advisors, LLC |
| 1.88% | 2.33% | #48 | $21.8M | 186,055 | $24.5M | 210,627 | -24,572-11.67% | Reduce |
| Castellan Group |
| 2.25% | 2.84% | #36 | $20.5M | 174,989 | $20.6M | 177,481 | -2,492-1.40% | Reduce |
| Peterson Wealth Advisors, LLC |
| 2.32% | 2.57% | #35 | $19.6M | 167,468 | $19.3M | 165,908 | +1,560+0.94% | Add |
| Investment Planning Advisors, Inc. |
| 4.36% | — | #20 | $18.8M | 160,622 | $0 | 0 | +160,622 | New Buy |
| Client First Investment Management LLC |
| 7.61% | 24.6% | #9 | $18.1M | 154,198 | $47.3M | 406,866 | -252,668-62.10% | Reduce |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| 3.81% | 4.06% | #22 | $18.0M | 153,499 | $17.0M | 146,489 | +7,010+4.79% | Add |
| Tortoise Investment Management, LLC |
| 1.33% | 1.39% | #66 | $17.8M | 152,407 | $16.8M | 144,816 | +7,591+5.24% | Add |
| Optimus Capital Advisors, LLC |
| 9.52% | 9.72% | #6 | $17.7M | 151,391 | $16.4M | 141,336 | +10,055+7.11% | Add |
| Commerce Advisors, LLC |
| 9.45% | 9.62% | #7 | $17.4M | 148,554 | $11.4M | 98,405 | +50,149+50.96% | Add |
| Spahn Wealth & Retirement LLC |
| 10.77% | — | #4 | $16.7M | 142,919 | $0 | 0 | +142,919 | New Buy |
| Well Done, LLC |
| 2.24% | 2.08% | #37 | $16.6M | 141,915 | $14.1M | 121,520 | +20,395+16.78% | Add |
| Stratos Wealth Advisors, LLC |
| 0.89% | 0.69% | #83 | $16.3M | 139,132 | $11.3M | 97,170 | +41,962+43.18% | Add |
| OLD MISSION CAPITAL LLC |
| 0.26% | 0.11% | #144 | $16.2M | 138,152 | $7.1M | 61,101 | +77,051+126.10% | Add |
| Allen Capital Group, LLC |
| 1.29% | 1.37% | #67 | $15.9M | 135,833 | $15.3M | 131,933 | +3,900+2.96% | Add |
| Stillwater Private Wealth, LLC |
| 9.69% | 11.98% | #5 | $14.5M | 123,714 | $14.2M | 121,786 | +1,928+1.58% | Add |
| Gradient Investments LLC |
| 0.19% | 0.16% | #166 | $13.7M | 117,052 | $10.5M | 89,887 | +27,165+30.22% | Add |
| Altiora Financial Group, LLC |
| 2.1% | 1.82% | #40 | $13.3M | 113,970 | $11.0M | 94,975 | +18,995+20.00% | Add |
| Farther Finance Advisors, LLC |
| 0.1% | 0.13% | #198 | $12.4M | 106,186 | $13.3M | 114,362 | -8,176-7.15% | Reduce |
| Teamwork Financial Advisors, LLC |
| 1.12% | 1.06% | #74 | $12.4M | 105,665 | $10.0M | 86,092 | +19,573+22.73% | Add |
| Lifeworks Advisors, LLC |
| 1.28% | 0.54% | #68 | $12.3M | 104,649 | $4.2M | 36,307 | +68,342+188.23% | Add |
| Quantinno Capital Management LP |
| 0.01% | 0.02% | #291 | $12.1M | 103,632 | $13.0M | 111,671 | -8,039-7.20% | Reduce |
| Focus Partners Wealth |
| 0.01% | <0.01% | #301 | $11.8M | 101,064 | $1.8M | 15,425 | +85,639+555.20% | Add |
| Mutual Advisors, LLC |
| 0.22% | 0.21% | #156 | $11.8M | 100,790 | $10.0M | 85,965 | +14,825+17.25% | Add |
| Kathmere Capital Management, LLC |
| 0.62% | 1.37% | #101 | $11.7M | 100,341 | $22.2M | 191,121 | -90,780-47.50% | Reduce |
| WealthPlan Investment Management, LLC |
| 0.58% | 0.71% | #107 | $11.7M | 100,315 | $12.8M | 109,680 | -9,365-8.54% | Reduce |
| IHT Wealth Management, LLC |
| 0.25% | 0.28% | #146 | $11.6M | 98,917 | $12.0M | 103,513 | -4,596-4.44% | Reduce |
| Arete Wealth Advisors, LLC |
| 0.38% | 1.06% | #125 | $11.5M | 98,406 | $14.1M | 121,485 | -23,079-19.00% | Reduce |
| FISCHER INVESTMENT STRATEGIES, LLC |
| 5.45% | 6.04% | #15 | $11.4M | 97,552 | $10.3M | 88,960 | +8,592+9.66% | Add |
