| LPL Financial LLC |
| 0.21% | 0.21% | #69 | $939.1M | 21.7M | $782.2M | 20.1M | +1.6M+8.13% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.13% | 0.14% | #82 | $643.1M | 14.9M | $587.4M | 15.1M | -209,892-1.39% | Reduce |
| MORGAN STANLEY |
| 0.02% | 0.01% | #123 | $305.3M | 7.1M | $159.4M | 3.9M | +3.1M+78.60% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.07% | 0.07% | #93 | $254.4M | 5.9M | $220.9M | 5.7M | +209,710+3.70% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.02% | #126 | $227.1M | 5.2M | $220.1M | 5.6M | -401,248-7.10% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.2% | 0.18% | #74 | $156.2M | 3.6M | $127.0M | 3.3M | +350,326+10.75% | Add |
| OSAIC HOLDINGS, INC. |
| 0.17% | 0.17% | #79 | $141.9M | 3.3M | $118.4M | 3.0M | +241,819+7.96% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #118 | $124.6M | 2.9M | $96.2M | 2.5M | +410,804+16.64% | Add |
| Gradient Investments LLC |
| 1.44% | 1.4% | #29 | $104.4M | 2.4M | $90.4M | 2.3M | +90,999+3.92% | Add |
| Bogart Wealth, LLC |
| 3.47% | 3.43% | #10 | $101.2M | 2.3M | $89.1M | 2.3M | +52,602+2.30% | Add |
| Stratos Investment Management, LLC |
| 3.35% | 3.29% | #11 | $92.6M | 2.1M | $81.9M | 2.1M | +37,535+1.79% | Add |
| Ameritas Advisory Services, LLC |
| 1.47% | 1.06% | #27 | $72.8M | 1.7M | $27.3M | 701,242 | +980,386+139.81% | Add |
| Amplius Wealth Advisors, LLC |
| 5.31% | 5.4% | #7 | $72.5M | 1.7M | $64.8M | 1.7M | +12,124+0.73% | Add |
| Stratos Wealth Partners, LTD. |
| 0.73% | 0.69% | #42 | $72.0M | 1.7M | $61.1M | 1.6M | +97,101+6.20% | Add |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #98 | $64.0M | 1.5M | $55.8M | 1.4M | +45,876+3.20% | Add |
| Drake & Associates, LLC |
| 9.13% | 8.62% | #4 | $54.2M | 1.3M | $45.2M | 1.2M | +92,006+7.93% | Add |
| Scarborough Advisors, LLC |
| 5.97% | 2.3% | #6 | $52.0M | 1.2M | $21.0M | 538,183 | +664,364+123.45% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 1.2% | 1.19% | #30 | $49.0M | 1.1M | $37.9M | 972,266 | +160,602+16.52% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #137 | $48.4M | 1.1M | $45.7M | 1.2M | -55,101-4.70% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #154 | $45.2M | 1.1M | $34.0M | 895,555 | +155,421+17.35% | Add |
| Mason & Associates Inc |
| 7.05% | 7.6% | #5 | $43.6M | 1.0M | $39.2M | 1.0M | -25,286-2.45% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #121 | $42.8M | 1.0M | $33.2M | 874,028 | +126,884+14.52% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #145 | $37.4M | 864,328 | $33.1M | 848,908 | +15,420+1.82% | Add |
| Spectrum Wealth Advisory Group, LLC |
| 10.56% | 12.02% | #3 | $37.1M | 856,938 | $32.3M | 829,116 | +27,822+3.36% | Add |
| Stadion Money Management, LLC |
| 2.95% | 3.18% | #14 | $34.2M | 791,168 | $31.6M | 811,668 | -20,500-2.53% | Reduce |
| BlueStem Wealth Partners, LLC |
| 3.3% | 3.74% | #12 | $33.1M | 765,762 | $33.6M | 862,284 | -96,522-11.19% | Reduce |
| Three Cord True Wealth Management, LLC |
| 14.57% | 14.42% | #1 | $30.6M | 707,539 | $26.0M | 665,786 | +41,753+6.27% | Add |
| KWB Wealth |
| 2.35% | 1.97% | #19 | $27.5M | 635,710 | $19.9M | 487,035 | +148,675+30.53% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.05% | 0.05% | #102 | $25.8M | 595,285 | $18.6M | 477,840 | +117,445+24.58% | Add |
| Trajan Wealth LLC |
| 0.87% | 0.84% | #35 | $23.1M | 533,754 | $20.7M | 530,911 | +2,843+0.54% | Add |
| Gladstone Institutional Advisory LLC |
| 0.73% | 0.66% | #41 | $23.0M | 532,297 | $17.8M | 455,633 | +76,664+16.83% | Add |
| Tower Wealth Partners, Inc. |
| 10.93% | 10.9% | #2 | $22.1M | 511,314 | $19.7M | 506,088 | +5,226+1.03% | Add |
| Retirement Management Systems Inc. |
| 4.37% | 4.33% | #8 | $21.3M | 493,262 | $18.0M | 460,806 | +32,456+7.04% | Add |
| ARQ WEALTH ADVISORS, LLC |
| 2.58% | 2.37% | #15 | $20.8M | 468,514 | $13.1M | 337,045 | +131,469+39.01% | Add |
| SUN LIFE FINANCIAL INC |
| 1.06% | — | #32 | $20.7M | 478,020 | $0 | 0 | +478,020 | New Buy |
| CENTAURUS FINANCIAL, INC. |
| 0.78% | 0.87% | #39 | $20.2M | 467,530 | $18.3M | 470,217 | -2,687-0.57% | Reduce |
| Heck Capital Advisors, LLC |
| 1.13% | 1.24% | #31 | $18.9M | 436,199 | $16.8M | 429,926 | +6,273+1.46% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.21% | 0.2% | #72 | $18.7M | 432,449 | $16.3M | 417,569 | +14,880+3.56% | Add |
| Essex Financial Services, Inc. |
| 0.84% | 0.92% | #37 | $17.0M | 391,776 | $16.5M | 422,201 | -30,425-7.21% | Reduce |
| Kestra Advisory Services, LLC |
| 0.05% | 0.06% | #101 | $16.5M | 380,347 | $14.5M | 372,885 | +7,462+2.00% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #127 | $15.3M | 353,993 | $13.5M | 347,217 | +6,776+1.95% | Add |
| IAG Wealth Partners, LLC |
| 1.49% | 1.47% | #26 | $15.0M | 347,443 | $13.2M | 337,988 | +9,455+2.80% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #110 | $14.7M | 340,472 | $11.9M | 306,491 | +33,981+11.09% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #139 | $11.8M | 272,045 | $9.5M | 243,234 | +28,811+11.84% | Add |
| Pine Valley Investments Ltd Liability Co |
| 0.44% | 0.44% | #53 | $11.2M | 259,027 | $9.5M | 243,577 | +15,450+6.34% | Add |
| Bensler, LLC |
| 0.95% | 0.99% | #34 | $10.8M | 248,398 | $9.6M | 245,314 | +3,084+1.26% | Add |
| CITIGROUP INC |
| <0.01% | <0.01% | #151 | $10.3M | 237,568 | $7.4M | 190,533 | +47,035+24.69% | Add |
| Whitaker-Myers Wealth Managers, LTD. |
| 1.71% | 1.64% | #24 | $10.2M | 236,456 | $8.2M | 210,454 | +26,002+12.36% | Add |
| Snider Financial Group |
| 2.49% | 2.44% | #16 | $9.8M | 225,697 | $8.1M | 207,689 | +18,008+8.67% | Add |
| DAVENPORT & Co LLC |
| 0.05% | 0.04% | #104 | $9.7M | 223,944 | $7.1M | 182,306 | +41,638+22.84% | Add |
