| Avidian Wealth Enterprises, LLC |
| 1.98% | 1.83% | #6 | $71.4M | 1.2M | $57.9M | 1.2M | +33,603+2.84% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.1% | 0.1% | #33 | $67.5M | 1.2M | $58.6M | 1.2M | -46,669-3.89% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #75 | $66.5M | 1.1M | $31.5M | 644,056 | +490,425+76.15% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #129 | $34.0M | 580,537 | $27.3M | 559,159 | +21,378+3.82% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #134 | $33.7M | 577,595 | $27.3M | 573,270 | +4,325+0.75% | Add |
| Mainsail Financial Group, LLC |
| 8.24% | 7.95% | #1 | $24.3M | 413,727 | $19.1M | 390,737 | +22,990+5.88% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #142 | $17.2M | 293,793 | $4.6M | 97,268 | +196,525+202.04% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.03% | 0.03% | #68 | $16.6M | 282,695 | $19.2M | 393,955 | -111,260-28.24% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #85 | $10.2M | 174,603 | $6.6M | 134,581 | +40,022+29.74% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #84 | $9.8M | 167,236 | $8.6M | 174,998 | -7,762-4.44% | Reduce |
| COLUMBIA ADVISORY PARTNERS LLC |
| 5.35% | 5.1% | #2 | $9.7M | 165,339 | $8.0M | 163,496 | +1,843+1.13% | Add |
| Apeiron RIA LLC |
| 2.46% | 1.99% | #3 | $9.6M | 164,391 | $8.6M | 175,371 | -10,980-6.26% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #100 | $9.6M | 163,774 | $7.5M | 154,443 | +9,331+6.04% | Add |
| Atria Investments, Inc |
| 0.09% | 0.12% | #34 | $9.3M | 159,427 | $10.4M | 213,641 | -54,214-25.38% | Reduce |
| Cerity Partners LLC |
| 0.01% | 0.01% | #89 | $9.1M | 155,811 | $8.6M | 175,947 | -20,136-11.44% | Reduce |
| MAGNOLIA CAPITAL ADVISORS LLC |
| 1.55% | 1.48% | #7 | $9.1M | 154,332 | $7.5M | 154,038 | +294+0.19% | Add |
| Planned Solutions, Inc. |
| 2.4% | 2.31% | #4 | $8.4M | 143,018 | $7.1M | 144,411 | -1,393-0.96% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #114 | $8.1M | 138,202 | $6.3M | 128,596 | +9,606+7.47% | Add |
| Kathmere Capital Management, LLC |
| 0.41% | 0.41% | #16 | $7.7M | 130,843 | $6.6M | 134,666 | -3,823-2.84% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #133 | $6.9M | 117,915 | $5.8M | 117,861 | +54+0.05% | Add |
| Orion Porfolio Solutions, LLC |
| 0.05% | 0.05% | #51 | $6.4M | 109,535 | $5.7M | 116,821 | -7,286-6.24% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | — | #103 | $6.0M | 102,761 | $0 | 0 | +102,761 | New Buy |
| Ashton Thomas Private Wealth, LLC |
| 0.11% | 0.06% | #31 | $5.1M | 86,921 | $2.6M | 53,127 | +33,794+63.61% | Add |
| Oxinas Partners, LLC |
| 2.01% | 2% | #5 | $5.1M | 86,756 | $4.4M | 89,720 | -2,964-3.30% | Reduce |
| Mariner, LLC |
| 0.01% | 0.01% | #110 | $5.0M | 84,607 | $7.2M | 147,209 | -62,602-42.53% | Reduce |
| Auxano Advisors, LLC |
| 0.8% | 0.65% | #9 | $4.2M | 71,797 | $3.3M | 66,724 | +5,073+7.60% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.02% | <0.01% | #73 | $3.4M | 57,132 | $6,987 | 143 | +56,989+39,852.45% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.08% | 0.09% | #36 | $3.3M | 55,472 | $2.9M | 59,163 | -3,691-6.24% | Reduce |
| Confluence Wealth Services, Inc. |
| 0.09% | 0.1% | #35 | $3.1M | 53,182 | $2.5M | 52,141 | +1,041+2.00% | Add |
| INTRUST BANK NA |
| 0.22% | 0.23% | #21 | $3.0M | 51,214 | $2.9M | 58,814 | -7,600-12.92% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #77 | $3.0M | 50,894 | $1.8M | 37,201 | +13,693+36.81% | Add |
| EP Wealth Advisors, LLC |
| 0.01% | 0.01% | #88 | $2.9M | 50,171 | $2.5M | 50,231 | -60-0.12% | Reduce |
| BOYUM WEALTH ARCHITECTS LLC |
| 1.15% | 1.13% | #8 | $2.9M | 49,707 | $2.7M | 49,910 | -203-0.41% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #117 | $2.4M | 41,413 | $1.9M | 38,795 | +2,618+6.75% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.13% | 0.13% | #28 | $2.3M | 39,078 | $2.1M | 42,433 | -3,355-7.91% | Reduce |
| Sigma Planning Corp |
| 0.05% | 0.05% | #48 | $2.1M | 36,039 | $1.9M | 38,244 | -2,205-5.77% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #152 | $2.1M | 35,090 | $1.5M | 31,692 | +3,398+10.72% | Add |
| Smartleaf Asset Management LLC |
| 0.07% | 0.06% | #43 | $2.0M | 34,276 | $1.6M | 34,276 | 00.00% | Unchanged |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.03% | 0.03% | #63 | $1.9M | 32,152 | $1.6M | 32,567 | -415-1.27% | Reduce |
| 5T Wealth, LLC |
| 0.61% | 0.63% | #12 | $1.6M | 28,011 | $1.6M | 32,560 | -4,549-13.97% | Reduce |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.07% | 0.08% | #40 | $1.6M | 27,948 | $1.3M | 26,982 | +966+3.58% | Add |
| RiverGlades Family Offices LLC |
| 0.64% | — | #10 | $1.4M | 23,731 | $0 | 0 | +23,731 | New Buy |
| Cresset Asset Management, LLC |
| <0.01% | 0.01% | #112 | $1.4M | 23,474 | $1.2M | 24,405 | -931-3.81% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #115 | $1.4M | 23,335 | $1.2M | 24,501 | -1,166-4.76% | Reduce |
| Barnes Wealth Management Group, Inc |
| 0.62% | 0.59% | #11 | $1.3M | 22,791 | $1.2M | 23,909 | -1,118-4.68% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #107 | $1.3M | 22,525 | $2.4M | 48,645 | -26,120-53.70% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.01% | 0.01% | #108 | $1.3M | 21,347 | $2.2M | 45,165 | -23,818-52.74% | Reduce |
| FIRST CITIZENS BANK & TRUST CO |
| 0.02% | 0.05% | #70 | $1.3M | 21,346 | $2.3M | 47,777 | -26,431-55.32% | Reduce |
| Gateway Wealth Partners, LLC |
| 0.07% | 0.09% | #38 | $1.2M | 21,155 | $2.2M | 44,672 | -23,517-52.64% | Reduce |
| CIBC Bancorp USA Inc. |
| <0.01% | <0.01% | #136 | $1.2M | 21,139 | $1.0M | 21,139 | 00.00% | Unchanged |
