| Retirement Planning Group, LLC |
| 6.62% | 6.98% | #2 | $260.6M | 6.1M | $225.3M | 5.7M | +440,499+7.78% | Add |
| LPL Financial LLC |
| 0.05% | 0.06% | #79 | $229.4M | 5.4M | $218.4M | 5.5M | -118,431-2.16% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #130 | $116.4M | 2.7M | $85.9M | 2.2M | +568,584+26.36% | Add |
| Capital Analysts, LLC |
| 1.59% | 1.59% | #14 | $69.2M | 1.6M | $55.9M | 1.4M | +183,426+12.77% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.01% | #103 | $68.8M | 1.6M | $48.6M | 1.2M | +389,267+31.89% | Add |
| Sanctuary Advisors, LLC |
| 0.19% | 0.21% | #49 | $40.9M | 957,291 | $38.8M | 974,007 | -16,716-1.72% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #98 | $40.4M | 944,961 | $29.1M | 730,408 | +214,553+29.37% | Add |
| NewEdge Advisors, LLC |
| 0.11% | 0.11% | #59 | $37.4M | 876,397 | $31.0M | 778,052 | +98,345+12.64% | Add |
| Legacy Financial Advisors, Inc. |
| 4.48% | 4.75% | #4 | $36.8M | 860,443 | $33.9M | 852,674 | +7,769+0.91% | Add |
| MCF Advisors LLC |
| 1.25% | 1.42% | #20 | $35.1M | 808,938 | $32.3M | 812,187 | -3,249-0.40% | Reduce |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #89 | $34.7M | 812,033 | $29.5M | 741,503 | +70,530+9.51% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | <0.01% | #129 | $32.3M | 756,101 | $14.9M | 373,977 | +382,124+102.18% | Add |
| Baron Wealth Management LLC |
| 8.3% | 8.81% | #1 | $32.0M | 748,975 | $29.4M | 739,650 | +9,325+1.26% | Add |
| Koshinski Asset Management, Inc. |
| 1.46% | 1.52% | #18 | $27.4M | 641,960 | $24.4M | 612,081 | +29,879+4.88% | Add |
| TriaGen Wealth Management LLC |
| 6.52% | 6.42% | #3 | $26.1M | 610,254 | $23.5M | 590,157 | +20,097+3.41% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.97% | 0.99% | #25 | $25.5M | 596,243 | $22.6M | 567,769 | +28,474+5.02% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #149 | $21.7M | 508,257 | $18.0M | 452,005 | +56,252+12.44% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.28% | 0.29% | #40 | $21.0M | 491,712 | $18.8M | 471,580 | +20,132+4.27% | Add |
| FRANKLIN RESOURCES INC |
| <0.01% | <0.01% | #148 | $18.6M | 435,715 | $17.3M | 435,270 | +445+0.10% | Add |
| AllGen Financial Advisors, Inc. |
| 3.87% | — | #5 | $17.7M | 414,857 | $0 | 0 | +414,857 | New Buy |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.18% | 0.21% | #50 | $16.6M | 389,743 | $16.9M | 425,349 | -35,606-8.37% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #114 | $16.2M | 378,323 | $14.9M | 375,134 | +3,189+0.85% | Add |
| Vickerman Investment Advisors, Inc. |
| 2.96% | 3.01% | #8 | $15.3M | 357,350 | $14.3M | 360,114 | -2,764-0.77% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #138 | $13.5M | 318,793 | $10.7M | 277,842 | +40,951+14.74% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #93 | $12.5M | 292,855 | $11.8M | 296,148 | -3,293-1.11% | Reduce |
| Equitable Holdings, Inc. |
| 0.07% | 0.06% | #71 | $12.4M | 290,417 | $9.0M | 231,680 | +58,737+25.35% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | — | #96 | $12.1M | 284,038 | $0 | 0 | +284,038 | New Buy |
| Mariner, LLC |
| 0.01% | 0.02% | #116 | $11.7M | 273,180 | $13.1M | 330,037 | -56,857-17.23% | Reduce |
| LMG Wealth Partners, LLC |
| 1.86% | 1.97% | #10 | $11.6M | 271,790 | $10.8M | 271,192 | +598+0.22% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.04% | #88 | $10.3M | 241,190 | $10.5M | 262,803 | -21,613-8.22% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #160 | $9.7M | 227,460 | $6.8M | 171,876 | +55,584+32.34% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #174 | $9.1M | 213,232 | $7.8M | 202,631 | +10,601+5.23% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #119 | $8.9M | 208,293 | $8.0M | 201,687 | +6,606+3.28% | Add |
| Integrated Wealth Concepts LLC |
| 0.04% | 0.06% | #82 | $8.7M | 202,522 | $7.8M | 195,741 | +6,781+3.46% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #169 | $8.5M | 200,000 | $14.0M | 350,957 | -150,957-43.01% | Reduce |
| Prepared Retirement Institute LLC |
| 3.57% | 3.48% | #7 | $8.4M | 196,385 | $7.0M | 176,179 | +20,206+11.47% | Add |
| FIRST HAWAIIAN BANK |
| 1.01% | 1.04% | #24 | $8.0M | 186,865 | $7.4M | 186,924 | -59-0.03% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #126 | $7.7M | 181,281 | $7.0M | 176,129 | +5,152+2.93% | Add |
| &PARTNERS |
| 0.03% | 0.03% | #90 | $7.5M | 175,627 | $7.0M | 175,524 | +103+0.06% | Add |
| Joseph Group Capital Management |
| 1.56% | 1.71% | #15 | $7.4M | 173,555 | $6.8M | 171,595 | +1,960+1.14% | Add |
| FLOW TRADERS U.S. LLC |
| 0.3% | 0.13% | #38 | $7.3M | 170,042 | $4.0M | 100,387 | +69,655+69.39% | Add |
| RFG Advisory, LLC |
| 0.11% | 0.03% | #62 | $6.7M | 157,947 | $1.5M | 37,266 | +120,681+323.84% | Add |
| Mirador Capital Partners LP |
| 0.82% | 0.1% | #27 | $6.7M | 156,800 | $674,078 | 16,932 | +139,868+826.06% | Add |
| Ridgeline Wealth Planning, LLC |
| 3.7% | 4.04% | #6 | $5.8M | 136,735 | $5.5M | 138,866 | -2,131-1.53% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.13% | 0.14% | #56 | $5.8M | 136,030 | $5.5M | 137,448 | -1,418-1.03% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.03% | #92 | $5.7M | 134,473 | $5.1M | 127,938 | +6,535+5.11% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.09% | 0.09% | #67 | $5.6M | 132,173 | $4.7M | 118,768 | +13,405+11.29% | Add |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.24% | 0.32% | #45 | $5.6M | 130,864 | $5.2M | 131,815 | -951-0.72% | Reduce |
| Sequent Planning LLC |
| 1.11% | 1.15% | #22 | $5.2M | 122,443 | $4.8M | 119,799 | +2,644+2.21% | Add |
| CASTLE WEALTH MANAGEMENT LLC |
| 1.51% | 1.58% | #16 | $5.1M | 119,398 | $4.9M | 122,233 | -2,835-2.32% | Reduce |
