| RPOA Advisors, Inc. |
| 44.75% | 32.36% | #1 | $1.57B | 11.0M | $739.6M | 5.9M | +5.0M+84.91% | Add |
| Integrated Wealth Concepts LLC |
| 3.43% | 2.88% | #11 | $699.0M | 4.9M | $360.7M | 2.9M | +2.0M+68.69% | Add |
| SENTINEL PENSION ADVISORS, LLC |
| 37.24% | 18.4% | #2 | $441.7M | 3.1M | $124.5M | 997,197 | +2.1M+209.77% | Add |
| Bank of New York Mellon Corp |
| 0.04% | 0.04% | #55 | $257.9M | 1.8M | $190.5M | 1.5M | +272,294+17.84% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #88 | $228.2M | 1.6M | $12.8M | 99,918 | +1.5M+1,492.97% | Add |
| Aptus Capital Advisors, LLC |
| 0.8% | 0.9% | #18 | $117.0M | 815,965 | $114.9M | 920,811 | -104,846-11.39% | Reduce |
| Wealthspire Advisors, LLC |
| 0.54% | 0.01% | #20 | $98.6M | 687,689 | $1.1M | 8,617 | +679,072+7,880.61% | Add |
| Stadion Money Management, LLC |
| 7.08% | 7.63% | #4 | $82.2M | 574,513 | $75.8M | 607,509 | -32,996-5.43% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #82 | $74.4M | 519,190 | $74.4M | 596,247 | -77,057-12.92% | Reduce |
| Tidal Investments LLC |
| 0.1% | 0.19% | #40 | $58.5M | 409,475 | $90.6M | 728,287 | -318,812-43.78% | Reduce |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| 8.07% | 5.14% | #3 | $56.0M | 390,319 | $32.1M | 257,377 | +132,942+51.65% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #90 | $52.8M | 367,942 | $31.4M | 251,461 | +116,481+46.32% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #100 | $46.5M | 324,262 | $51.4M | 411,647 | -87,385-21.23% | Reduce |
| Zhang Financial LLC |
| 1.22% | 1.31% | #16 | $41.7M | 290,869 | $37.9M | 303,387 | -12,518-4.13% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #73 | $40.2M | 280,378 | $36.1M | 289,326 | -8,948-3.09% | Reduce |
| JDM Financial Group LLC |
| 6.51% | 11.74% | #7 | $34.5M | 343,702 | $30.4M | 263,197 | +80,505+30.59% | Add |
| HighTower Advisors, LLC |
| 0.03% | <0.01% | #65 | $30.3M | 211,293 | $647,833 | 5,191 | +206,102+3,970.37% | Add |
| WealthBridge Capital Management, LLC |
| 4.44% | 4.19% | #8 | $22.3M | 155,823 | $18.2M | 145,919 | +9,904+6.79% | Add |
| Kestra Advisory Services, LLC |
| 0.07% | 0.07% | #44 | $21.9M | 152,466 | $18.6M | 148,706 | +3,760+2.53% | Add |
| MGO ONE SEVEN LLC |
| 0.35% | 0.35% | #25 | $21.0M | 146,767 | $17.4M | 139,658 | +7,109+5.09% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.01% | #78 | $20.3M | 141,380 | $8.7M | 69,921 | +71,459+102.20% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #110 | $18.4M | 128,639 | $13.8M | 110,940 | +17,699+15.95% | Add |
| VAQUERO PRIVATE WEALTH, LTD |
| 3.73% | — | #9 | $18.1M | 126,339 | $0 | 0 | +126,339 | New Buy |
| Carolina Wealth Advisors, LLC |
| 6.64% | 5.85% | #6 | $16.9M | 118,144 | $14.0M | 112,564 | +5,580+4.96% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #119 | $14.2M | 99,349 | $13.0M | 104,016 | -4,667-4.49% | Reduce |
| Advisors Preferred, LLC |
| 1.99% | 1.65% | #15 | $12.8M | 89,643 | $11.2M | 89,643 | 00.00% | Unchanged |
| Principia Wealth Advisory, LLC |
| 7.06% | — | #5 | $12.5M | 99,920 | $0 | 0 | +99,920 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #86 | $11.8M | 82,378 | $7.3M | 58,151 | +24,227+41.66% | Add |
| CRUX WEALTH ADVISORS |
| 3.48% | 3.28% | #10 | $10.0M | 69,947 | $8.6M | 68,580 | +1,367+1.99% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #135 | $9.9M | 69,204 | $9.5M | 78,551 | -9,347-11.90% | Reduce |
| IFP Advisors, Inc |
| 0.13% | 0.15% | #35 | $7.2M | 50,408 | $7.0M | 56,416 | -6,008-10.65% | Reduce |
| DAVENPORT & Co LLC |
| 0.03% | <0.01% | #59 | $6.8M | 47,477 | $313,398 | 2,511 | +44,966+1,790.76% | Add |
| NewEdge Advisors, LLC |
| 0.02% | 0.02% | #80 | $5.9M | 41,123 | $5.4M | 43,167 | -2,044-4.74% | Reduce |
| Equitable Holdings, Inc. |
| 0.03% | 0.03% | #60 | $5.6M | 39,043 | $4.7M | 36,039 | +3,004+8.34% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.03% | 0.03% | #58 | $5.4M | 37,418 | $4.0M | 32,116 | +5,302+16.51% | Add |
| Wealth Forward, LLC |
| 2.56% | 2.47% | #12 | $5.1M | 35,865 | $4.4M | 35,002 | +863+2.47% | Add |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
| 0.01% | <0.01% | #104 | $4.9M | 34,326 | $570,631 | 4,572 | +29,754+650.79% | Add |
| Strategic Financial Planning, Inc. |
| 2.4% | 2.98% | #13 | $4.6M | 32,027 | $5.1M | 114,206 | -82,179-71.96% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #138 | $4.2M | 29,561 | $5.3M | 42,408 | -12,847-30.29% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #125 | $3.8M | 26,625 | $3.3M | 26,659 | -34-0.13% | Reduce |
| Sanctuary Advisors, LLC |
| 0.02% | 0.01% | #79 | $3.8M | 26,560 | $1.4M | 11,346 | +15,214+134.09% | Add |
| GenTrust, LLC |
| 0.13% | 0.18% | #34 | $3.5M | 24,351 | $4.2M | 33,886 | -9,535-28.14% | Reduce |
| Vanguard National Trust Co |
| 0.18% | 0.18% | #29 | $3.3M | 23,275 | $2.9M | 23,488 | -213-0.91% | Reduce |
| Symphony Financial, Ltd. Co. |
| 0.35% | 0.53% | #24 | $3.2M | 22,695 | $4.0M | 32,658 | -9,963-30.51% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #144 | $3.2M | 22,180 | $1.4M | 11,092 | +11,088+99.96% | Add |
| Advisory Services Network, LLC |
| 0.03% | 0.03% | #57 | $3.1M | 21,511 | $2.4M | 19,211 | +2,300+11.97% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #132 | $3.0M | 21,241 | $4.6M | 36,462 | -15,221-41.74% | Reduce |
| Optiver Holding B.V. |
| <0.01% | <0.01% | #133 | $3.0M | 21,000 | $2.6M | 21,000 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #102 | $3.0M | 20,969 | $2.2M | 17,332 | +3,637+20.98% | Add |
| Sigma Planning Corp |
| 0.08% | 0.06% | #43 | $3.0M | 20,942 | $2.0M | 15,999 | +4,943+30.90% | Add |
