| Dynasty Wealth Management, LLC |
| 5.05% | 5.6% | #2 | $679.1M | 5.5M | $642.4M | 6.6M | -1.0M-15.94% | Reduce |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #71 | $364.6M | 3.1M | $321.4M | 3.4M | -361,420-10.57% | Reduce |
| OpenArc Corporate Advisory, LLC |
| 2.65% | 3.27% | #7 | $223.2M | 1.8M | $228.1M | 2.3M | -518,313-22.22% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 3.29% | 3.76% | #5 | $213.8M | 1.7M | $206.0M | 2.1M | -368,091-17.47% | Reduce |
| Quotient Wealth Partners, LLC |
| 2.74% | 2.4% | #6 | $116.1M | 944,060 | $91.2M | 933,031 | +11,029+1.18% | Add |
| LPL Financial LLC |
| 0.02% | 0.01% | #79 | $72.1M | 586,451 | $45.3M | 463,190 | +123,261+26.61% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.01% | #78 | $60.4M | 491,163 | $40.6M | 415,473 | +75,690+18.22% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | <0.01% | #96 | $47.0M | 382,371 | $21.9M | 223,688 | +158,683+70.94% | Add |
| WCG Wealth Advisors LLC |
| 0.99% | 1% | #18 | $41.7M | 339,471 | $35.6M | 363,898 | -24,427-6.71% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #117 | $30.8M | 250,629 | $8.9M | 90,559 | +160,070+176.76% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #82 | $27.9M | 226,712 | $15.9M | 163,032 | +63,680+39.06% | Add |
| ASPIRIANT, LLC |
| 0.49% | 0.45% | #27 | $20.0M | 162,280 | $15.6M | 160,006 | +2,274+1.42% | Add |
| Principle Wealth Partners LLC |
| 0.93% | 0.46% | #20 | $18.8M | 152,553 | $8.1M | 82,829 | +69,724+84.18% | Add |
| Procyon Advisors, LLC |
| 0.24% | 0.14% | #39 | $17.7M | 143,637 | $13.2M | 135,106 | +8,531+6.31% | Add |
| Mariner, LLC |
| 0.02% | 0.02% | #74 | $17.2M | 139,898 | $13.5M | 138,211 | +1,687+1.22% | Add |
| UNIQUE WEALTH, LLC |
| 1.95% | 2.33% | #13 | $16.7M | 136,013 | $16.9M | 172,606 | -36,593-21.20% | Reduce |
| Centerline Wealth Advisors, LLC |
| 4.4% | 5.28% | #3 | $14.0M | 114,143 | $14.7M | 150,166 | -36,023-23.99% | Reduce |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
| 0.46% | 0.39% | #30 | $13.0M | 105,393 | $10.3M | 105,340 | +53+0.05% | Add |
| Quadcap Wealth Management, LLC |
| 1.17% | 1.06% | #17 | $12.1M | 98,142 | $9.3M | 95,352 | +2,790+2.93% | Add |
| 3EDGE Asset Management, LP |
| 0.48% | 0.13% | #28 | $10.8M | 88,074 | $2.8M | 28,223 | +59,851+212.06% | Add |
| Venture Visionary Partners LLC |
| 0.3% | 0.27% | #36 | $10.7M | 87,121 | $8.0M | 82,154 | +4,967+6.05% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | 0.01% | #80 | $10.2M | 82,890 | $8.2M | 83,448 | -558-0.67% | Reduce |
| ALBION FINANCIAL GROUP /UT |
| 0.51% | 0.45% | #25 | $8.9M | 72,216 | $7.0M | 71,647 | +569+0.79% | Add |
| WJ Wealth Management, LLC |
| 3.43% | 3.32% | #4 | $8.7M | 70,610 | $7.1M | 72,463 | -1,853-2.56% | Reduce |
| Fusion Capital, LLC |
| 1.95% | 0.07% | #12 | $8.4M | 68,243 | $257,907 | 2,638 | +65,605+2,486.92% | Add |
| Storen Legacy Partners, LLC |
| 2.29% | 2.72% | #9 | $8.4M | 68,225 | $8.7M | 88,819 | -20,594-23.19% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | <0.01% | #98 | $8.2M | 66,930 | $4.7M | 47,625 | +19,305+40.54% | Add |
| TCW GROUP INC |
| 0.05% | 0.03% | #60 | $7.9M | 64,528 | $3.8M | 39,226 | +25,302+64.50% | Add |
| AVALON CAPITAL MANAGEMENT |
| 1.74% | 1.52% | #14 | $7.4M | 59,985 | $5.4M | 55,107 | +4,878+8.85% | Add |
| ADAPT WEALTH ADVISORS, LLC |
| 2.31% | 2.03% | #8 | $7.1M | 57,433 | $5.6M | 57,226 | +207+0.36% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | — | #64 | $7.0M | 56,793 | $0 | 0 | +56,793 | New Buy |
| Valence8 US LP |
| 2.24% | 2.91% | #10 | $6.7M | 54,694 | $8.3M | 85,199 | -30,505-35.80% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #94 | $6.7M | 54,453 | $5.3M | 54,147 | +306+0.57% | Add |
| DWM Financial Group, Inc. |
| 5.64% | — | #1 | $6.2M | 64,622 | $0 | 0 | +64,622 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.08% | <0.01% | #57 | $5.2M | 42,545 | $224,959 | 2,301 | +40,244+1,748.98% | Add |
| Cyndeo Wealth Partners, LLC |
| 0.22% | 0.26% | #42 | $4.6M | 37,663 | $5.0M | 50,975 | -13,312-26.11% | Reduce |
| Cassady Wealth & Retirement Planning, LLC |
| 2.07% | 1.76% | #11 | $4.5M | 36,280 | $3.6M | 32,335 | +3,945+12.20% | Add |
| Bridgewealth Advisory Group, LLC |
| 0.84% | 0.63% | #21 | $4.4M | 36,039 | $3.0M | 31,077 | +4,962+15.97% | Add |
| KPP Advisory Services LLC |
| 0.51% | 0.44% | #26 | $4.0M | 32,757 | $3.0M | 30,821 | +1,936+6.28% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #132 | $4.0M | 32,376 | $99,756 | 1,021 | +31,355+3,071.01% | Add |
| BIP Wealth, LLC |
| 0.11% | — | #55 | $3.8M | 30,936 | $0 | 0 | +30,936 | New Buy |
| Private Advisor Group, LLC |
| 0.02% | 0.01% | #76 | $3.7M | 30,490 | $2.7M | 27,471 | +3,019+10.99% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.01% | #75 | $3.4M | 27,896 | $2.2M | 22,938 | +4,958+21.61% | Add |
| Arete Wealth Advisors, LLC |
| 0.09% | 0.17% | #56 | $2.8M | 22,952 | $2.2M | 22,853 | +99+0.43% | Add |
| Financial Insights, Inc. |
| 0.74% | 0.72% | #22 | $2.7M | 22,209 | $2.2M | 22,848 | -639-2.80% | Reduce |
| BELLEVUE ASSET MANAGEMENT, LLC |
| 1.22% | 1.06% | #16 | $2.7M | 21,565 | $2.1M | 21,672 | -107-0.49% | Reduce |
| &PARTNERS |
| 0.01% | <0.01% | #89 | $2.6M | 21,043 | $717,896 | 6,918 | +14,125+204.18% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #113 | $2.6M | 20,906 | $2.1M | 21,045 | -139-0.66% | Reduce |
| TSFG, LLC |
| 0.32% | 0.31% | #34 | $2.5M | 20,738 | $2.1M | 20,998 | -260-1.24% | Reduce |
| TritonPoint Partners, LLC |
| 0.21% | 0.93% | #43 | $2.5M | 20,495 | $2.5M | 25,820 | -5,325-20.62% | Reduce |
