| LPL Financial LLC |
| 0.04% | 0.04% | #65 | $194.1M | 2.3M | $166.2M | 2.2M | +70,559+3.21% | Add |
| Sequoia Financial Advisors, LLC |
| 0.95% | 0.85% | #9 | $189.7M | 2.2M | $151.8M | 2.0M | +209,359+10.44% | Add |
| BANK OF NOVA SCOTIA |
| 0.16% | — | #34 | $105.6M | 1.2M | $0 | 0 | +1.2M | New Buy |
| HighTower Advisors, LLC |
| 0.07% | <0.01% | #55 | $72.5M | 846,356 | $1.8M | 23,658 | +822,698+3,477.46% | Add |
| Private Advisor Group, LLC |
| 0.17% | 0.09% | #33 | $36.3M | 423,517 | $19.6M | 258,226 | +165,291+64.01% | Add |
| Peak Financial Management, Inc. |
| 7.18% | 7% | #2 | $31.3M | 365,097 | $27.6M | 364,427 | +670+0.18% | Add |
| COMMERCE BANK |
| 0.09% | 0.09% | #45 | $20.7M | 242,015 | $18.2M | 239,780 | +2,235+0.93% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #77 | $20.0M | 233,160 | $16.4M | 216,215 | +16,945+7.84% | Add |
| Goldstone Financial Group, LLC |
| 1.8% | 0.88% | #5 | $19.7M | 230,291 | $8.1M | 107,596 | +122,695+114.03% | Add |
| Schaeffer Financial LLC |
| 15.03% | 16.01% | #1 | $19.4M | 226,929 | $19.0M | 251,225 | -24,296-9.67% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #145 | $15.7M | 183,094 | $12.4M | 165,394 | +17,700+10.70% | Add |
| Advance Capital Management, Inc. |
| 0.41% | 0.42% | #15 | $12.6M | 147,537 | $11.0M | 144,676 | +2,861+1.98% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #146 | $12.6M | 146,790 | $12.7M | 167,877 | -21,087-12.56% | Reduce |
| NewEdge Advisors, LLC |
| 0.03% | <0.01% | #68 | $11.1M | 129,594 | $80,480 | 1,063 | +128,531+12,091.35% | Add |
| Ethos Financial Group, LLC |
| 0.68% | 0.7% | #12 | $10.2M | 122,686 | $9.6M | 127,108 | -4,422-3.48% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #112 | $9.4M | 109,143 | $7.5M | 98,732 | +10,411+10.54% | Add |
| Belpointe Asset Management LLC |
| 0.29% | 0.29% | #20 | $8.8M | 102,168 | $7.8M | 103,476 | -1,308-1.26% | Reduce |
| Clearstead Advisors, LLC |
| 0.08% | 0.05% | #52 | $8.2M | 95,544 | $5.2M | 69,105 | +26,439+38.26% | Add |
| FORONJY FINANCIAL LLC |
| 2.87% | 2.34% | #4 | $7.8M | 91,195 | $5.6M | 74,290 | +16,905+22.76% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #142 | $7.7M | 90,029 | $7.1M | 94,053 | -4,024-4.28% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #154 | $7.6M | 89,476 | $6.6M | 89,656 | -180-0.20% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #132 | $7.2M | 83,873 | $4.0M | 53,184 | +30,689+57.70% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.03% | #91 | $6.8M | 79,112 | $13.8M | 181,328 | -102,216-56.37% | Reduce |
| Coastal Bridge Advisors, LLC |
| 0.41% | 0.41% | #14 | $6.7M | 77,977 | $5.8M | 77,194 | +783+1.01% | Add |
| Barden Capital Management, Inc. |
| 6.12% | 4.98% | #3 | $6.6M | 77,495 | $5.8M | 76,847 | +648+0.84% | Add |
| Investment Planning Advisors, Inc. |
| 1.45% | 1.43% | #7 | $6.2M | 72,890 | $5.2M | 68,752 | +4,138+6.02% | Add |
| Balentine LLC |
| 0.22% | 0.24% | #24 | $6.2M | 72,889 | $5.9M | 77,593 | -4,704-6.06% | Reduce |
| UNIQUE WEALTH, LLC |
| 0.69% | 0.79% | #11 | $5.9M | 69,155 | $5.7M | 75,789 | -6,634-8.75% | Reduce |
| MENORA MIVTACHIM HOLDINGS LTD. |
| 0.02% | — | #82 | $5.4M | 63,000 | $0 | 0 | +63,000 | New Buy |
| Betterment LLC |
| 0.01% | 0.01% | #95 | $5.2M | 61,223 | $4.3M | 56,677 | +4,546+8.02% | Add |
| Destiny Wealth Partners, LLC |
| 0.68% | 0.51% | #13 | $5.0M | 58,627 | $4.7M | 62,183 | -3,556-5.72% | Reduce |
| FLOW TRADERS U.S. LLC |
| 0.18% | 2.19% | #28 | $4.4M | 51,731 | $69.1M | 913,332 | -861,601-94.34% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #94 | $3.8M | 44,921 | $3.0M | 39,433 | +5,488+13.92% | Add |
| ACT WEALTH MANAGEMENT, LLC |
| 1.04% | 1.04% | #8 | $3.5M | 41,435 | $3.1M | 40,810 | +625+1.53% | Add |
| Cresset Asset Management, LLC |
| 0.01% | 0.01% | #90 | $3.4M | 39,970 | $3.0M | 39,970 | 00.00% | Unchanged |
| INTERACTIVE FINANCIAL ADVISORS, INC. |
| 1.78% | 1.7% | #6 | $2.9M | 34,328 | $2.6M | 34,363 | -35-0.10% | Reduce |
| Great Waters Wealth Management |
| 0.24% | 0.25% | #23 | $2.6M | 30,490 | $2.4M | 31,492 | -1,002-3.18% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #133 | $2.6M | 30,105 | $2.3M | 30,060 | +45+0.15% | Add |
| SHP Wealth Management |
| 0.17% | 0.1% | #31 | $2.5M | 29,050 | $1.3M | 16,732 | +12,318+73.62% | Add |
| Convergence Financial, LLC |
| 0.19% | 0.12% | #26 | $2.4M | 28,216 | $1.2M | 15,568 | +12,648+81.24% | Add |
| Tennessee Valley Asset Management Partners |
| 0.26% | 0.26% | #21 | $2.4M | 27,439 | $2.0M | 26,088 | +1,351+5.18% | Add |
| FINANCIAL CONSULATE, INC |
| 0.25% | 0.63% | #22 | $2.2M | 25,972 | $5.1M | 67,103 | -41,131-61.30% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #153 | $2.1M | 24,702 | $1.7M | 22,484 | +2,218+9.86% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.08% | 0.08% | #49 | $2.1M | 24,287 | $1.8M | 23,704 | +583+2.46% | Add |
| Ausdal Financial Partners, Inc. |
| 0.08% | 0.05% | #50 | $2.0M | 23,700 | $1.1M | 14,007 | +9,693+69.20% | Add |
| Cooper Financial Group |
| 0.17% | 0.17% | #32 | $2.0M | 23,430 | $1.7M | 22,800 | +630+2.76% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #152 | $2.0M | 23,112 | $1.8M | 23,346 | -234-1.00% | Reduce |
| Gerber Kawasaki Wealth & Investment Management |
| 0.05% | 0.06% | #61 | $1.9M | 22,655 | $1.8M | 23,192 | -537-2.32% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #126 | $1.9M | 22,547 | $1.7M | 22,789 | -242-1.06% | Reduce |
| IAG Wealth Partners, LLC |
| 0.18% | 0.14% | #29 | $1.8M | 21,200 | $1.3M | 17,011 | +4,189+24.63% | Add |
