| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #216 | $94.5M | 2.8M | $85.1M | 2.5M | +215,467+8.47% | Add |
| OSAIC HOLDINGS, INC. |
| 0.11% | 0.12% | #137 | $93.0M | 2.7M | $82.4M | 2.5M | +249,756+10.14% | Add |
| Wealthquest Corp |
| 5.5% | 7.67% | #11 | $87.1M | 2.5M | $108.2M | 3.2M | -691,439-21.38% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.01% | #231 | $82.0M | 2.4M | $27.4M | 817,663 | +1.6M+192.62% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #234 | $66.5M | 1.9M | $65.0M | 1.9M | -3,401-0.18% | Reduce |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #176 | $60.7M | 1.8M | $53.3M | 1.6M | +177,911+11.17% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.49% | 0.58% | #67 | $47.4M | 1.4M | $46.8M | 1.4M | -16,857-1.20% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.05% | 0.04% | #177 | $42.4M | 1.2M | $31.6M | 945,077 | +291,686+30.86% | Add |
| Kingsview Wealth Management, LLC |
| 0.68% | 0.53% | #57 | $38.7M | 1.2M | $38.7M | 1.2M | 00.00% | Unchanged |
| Reliant Wealth Planning |
| 9.77% | 10.17% | #4 | $35.5M | 1.0M | $33.6M | 1.0M | +31,667+3.15% | Add |
| Brookstone Capital Management |
| 0.35% | 0.35% | #84 | $34.5M | 1.0M | $30.6M | 915,556 | +90,346+9.87% | Add |
| Crown Wealth Group, LLC |
| 8.54% | 9.21% | #6 | $33.5M | 978,870 | $31.4M | 936,959 | +41,911+4.47% | Add |
| Compass Advisory Group LLC |
| 7.41% | 7.7% | #9 | $31.2M | 910,105 | $28.8M | 859,423 | +50,682+5.90% | Add |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
| 9.62% | 16.83% | #5 | $30.8M | 897,952 | $47.0M | 1.4M | -505,007-36.00% | Reduce |
| PTM WEALTH MANAGEMENT, LLC |
| 13.19% | 14% | #1 | $29.3M | 853,198 | $26.4M | 787,160 | +66,038+8.39% | Add |
| MTM FINANCIAL GROUP, LLC |
| 11.58% | 12.37% | #3 | $27.0M | 788,610 | $26.4M | 787,608 | +1,002+0.13% | Add |
| Kure Advisory, LLC |
| 12.04% | 12.96% | #2 | $25.4M | 741,316 | $23.8M | 711,047 | +30,269+4.26% | Add |
| NewEdge Advisors, LLC |
| 0.07% | 0.06% | #163 | $24.6M | 716,670 | $16.8M | 501,834 | +214,836+42.81% | Add |
| Clear Creek Financial Management, LLC |
| 1.47% | 1.57% | #35 | $22.9M | 669,133 | $20.5M | 613,106 | +56,027+9.14% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.36% | 0.48% | #82 | $22.3M | 651,904 | $15.0M | 448,298 | +203,606+45.42% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.82% | 0.77% | #54 | $21.3M | 620,618 | $16.2M | 483,247 | +137,371+28.43% | Add |
| PERSONAL CFO SOLUTIONS, LLC |
| 2.79% | 2.59% | #22 | $19.3M | 563,980 | $18.4M | 550,278 | +13,702+2.49% | Add |
| Visionary Wealth Advisors |
| 0.75% | 0.75% | #55 | $18.9M | 552,027 | $17.0M | 508,624 | +43,403+8.53% | Add |
| Wealthcare Advisory Partners LLC |
| 0.34% | 0.21% | #87 | $18.0M | 525,929 | $10.6M | 315,653 | +210,276+66.62% | Add |
| NBZ Investment Advisors LLC |
| 6.55% | 7.16% | #10 | $16.8M | 490,105 | $16.4M | 490,322 | -217-0.04% | Reduce |
| Glen Eagle Advisors, LLC |
| 2.05% | 1.93% | #31 | $16.3M | 474,726 | $13.7M | 410,674 | +64,052+15.60% | Add |
| CRA Financial Services, LLC |
| 1.8% | 1.97% | #33 | $15.6M | 455,717 | $15.2M | 453,312 | +2,405+0.53% | Add |
| Marshall Financial Group, LLC |
| 2.22% | — | #28 | $15.2M | 444,697 | $0 | 0 | +444,697 | New Buy |
| AE Wealth Management LLC |
| 0.07% | 0.11% | #168 | $14.6M | 427,273 | $19.9M | 594,174 | -166,901-28.09% | Reduce |
| Bellars Harris Wealth Management, LLC |
| 2.97% | — | #19 | $14.6M | 426,335 | $0 | 0 | +426,335 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| 0.2% | 0.22% | #108 | $14.5M | 423,609 | $14.4M | 430,317 | -6,708-1.56% | Reduce |
| Strategic Blueprint, LLC |
| 0.68% | 0.7% | #58 | $13.6M | 396,460 | $12.1M | 360,988 | +35,472+9.83% | Add |
| Orion Porfolio Solutions, LLC |
| 0.1% | 0.1% | #148 | $13.0M | 380,663 | $11.8M | 352,690 | +27,973+7.93% | Add |
| Stratos Wealth Advisors, LLC |
| 0.66% | 0.72% | #59 | $12.0M | 350,216 | $11.7M | 348,516 | +1,700+0.49% | Add |
| Prasad Wealth Partners, LLC |
| 2.87% | 0.4% | #21 | $11.9M | 347,970 | $1.5M | 44,122 | +303,848+688.65% | Add |
| World Investment Advisors |
| 0.19% | 0.19% | #114 | $11.3M | 334,371 | $11.7M | 348,631 | -14,260-4.09% | Reduce |
| Archer Investment Corp |
| 2.22% | 2.2% | #29 | $11.3M | 328,877 | $10.3M | 308,540 | +20,337+6.59% | Add |
| Kestra Advisory Services, LLC |
| 0.04% | 0.04% | #201 | $11.1M | 324,994 | $10.9M | 324,247 | +747+0.23% | Add |
| CENTRAL VALLEY ADVISORS, LLC |
| 2.76% | 2.89% | #23 | $10.8M | 313,952 | $10.6M | 315,953 | -2,001-0.63% | Reduce |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
| 1.52% | 1.24% | #34 | $10.4M | 303,972 | $7.4M | 221,398 | +82,574+37.30% | Add |
| ATX Financial Planning, LLC |
| 7.9% | 7.88% | #7 | $10.4M | 309,856 | $10.4M | 309,856 | 00.00% | Unchanged |
| CreativeOne Wealth, LLC |
| 0.22% | 0.12% | #101 | $10.4M | 302,452 | $5.1M | 153,117 | +149,335+97.53% | Add |
| Mutual Advisors, LLC |
| 0.19% | 0.18% | #111 | $10.2M | 297,538 | $8.4M | 250,053 | +47,485+18.99% | Add |
| OneDigital Investment Advisors LLC |
| 0.08% | 0.09% | #155 | $10.0M | 292,992 | $8.8M | 261,600 | +31,392+12.00% | Add |
| Long Island Wealth Management, Inc. |
| 4.04% | 3.75% | #16 | $9.8M | 285,262 | $8.1M | 241,412 | +43,850+18.16% | Add |
| Ausdal Financial Partners, Inc. |
| 0.37% | 0.37% | #80 | $9.6M | 278,800 | $8.2M | 246,145 | +32,655+13.27% | Add |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| 1.36% | 1.53% | #37 | $9.5M | 276,044 | $9.5M | 285,020 | -8,976-3.15% | Reduce |
| Ankerstar Wealth, LLC |
| 7.83% | — | #8 | $9.3M | 272,566 | $0 | 0 | +272,566 | New Buy |
| Dominguez Wealth Management Solutions, Inc. |
| 5.15% | 5.55% | #12 | $9.3M | 272,564 | $9.2M | 273,693 | -1,129-0.41% | Reduce |
| Carter Financial Group, INC. |
| 4.29% | — | #14 | $8.3M | 241,453 | $0 | 0 | +241,453 | New Buy |
