| LPL Financial LLC |
| 0.03% | 0.03% | #71 | $129.3M | 4.6M | $114.8M | 4.4M | +260,486+5.96% | Add |
| Forge Financial Services LLC |
| 10.24% | 11.03% | #1 | $118.9M | 4.3M | $108.9M | 4.1M | +109,853+2.65% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #70 | $108.3M | 3.9M | $77.4M | 2.9M | +931,391+31.60% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.07% | #56 | $43.4M | 1.6M | $49.3M | 1.9M | -322,124-17.18% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #105 | $38.0M | 1.4M | $35.8M | 1.4M | -1,789-0.13% | Reduce |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #74 | $31.0M | 1.1M | $26.5M | 1.0M | +102,494+10.16% | Add |
| Kestra Advisory Services, LLC |
| 0.1% | 0.11% | #44 | $30.3M | 1.1M | $28.6M | 1.1M | -1,006-0.09% | Reduce |
| Jacobi Capital Management LLC |
| 1.29% | 1.29% | #6 | $26.4M | 943,844 | $23.2M | 881,639 | +62,205+7.06% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #69 | $25.3M | 905,535 | $23.3M | 887,944 | +17,591+1.98% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.03% | #72 | $23.9M | 856,887 | $19.9M | 757,934 | +98,953+13.06% | Add |
| Rise Advisors, LLC |
| 5.55% | 6.49% | #2 | $19.7M | 706,069 | $18.4M | 699,118 | +6,951+0.99% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.2% | 0.18% | #32 | $18.5M | 660,799 | $14.4M | 546,985 | +113,814+20.81% | Add |
| Geneos Wealth Management Inc. |
| 0.28% | 0.28% | #24 | $13.6M | 485,389 | $12.3M | 466,416 | +18,973+4.07% | Add |
| CreativeOne Wealth, LLC |
| 0.26% | 0.25% | #25 | $12.1M | 431,458 | $10.7M | 408,952 | +22,506+5.50% | Add |
| ARQ WEALTH ADVISORS, LLC |
| 1.48% | — | #5 | $11.9M | 425,045 | $0 | 0 | +425,045 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| 0.08% | 0.08% | #50 | $5.9M | 212,660 | $5.3M | 201,445 | +11,215+5.57% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #103 | $5.8M | 207,503 | $2.8M | 106,673 | +100,830+94.52% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.02% | #76 | $5.5M | 197,288 | $2.2M | 85,076 | +112,212+131.90% | Add |
| BOS Asset Management, LLC |
| 1.23% | — | #7 | $5.3M | 189,273 | $0 | 0 | +189,273 | New Buy |
| Richmond Investment Services, LLC |
| 1.51% | 1.29% | #4 | $4.8M | 170,429 | $8.0M | 304,966 | -134,537-44.12% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.08% | 0.06% | #48 | $4.7M | 180,343 | $4.7M | 180,343 | 00.00% | Unchanged |
| AdvisorNet Financial, Inc |
| 0.21% | 0.15% | #31 | $4.6M | 165,122 | $2.9M | 112,027 | +53,095+47.39% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #104 | $4.5M | 160,860 | $3.0M | 115,390 | +45,470+39.41% | Add |
| Goldenstone Wealth Management LLC |
| 2.77% | 2.97% | #3 | $4.2M | 151,750 | $4.1M | 155,554 | -3,804-2.45% | Reduce |
| Summit Financial, LLC |
| 0.04% | — | #65 | $3.7M | 131,644 | $0 | 0 | +131,644 | New Buy |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.04% | 0.04% | #63 | $3.5M | 126,879 | $2.3M | 84,094 | +42,785+50.88% | Add |
| Private Advisor Group, LLC |
| 0.02% | 0.01% | #92 | $3.3M | 118,096 | $2.9M | 110,558 | +7,538+6.82% | Add |
| Prospera Financial Services Inc |
| 0.04% | 0.03% | #64 | $2.8M | 100,507 | $1.9M | 73,775 | +26,732+36.23% | Add |
| Global Retirement Partners, LLC |
| 0.04% | — | #62 | $2.8M | 98,870 | $0 | 0 | +98,870 | New Buy |
| StoneX Group Inc. |
| 0.1% | 0.11% | #40 | $2.6M | 92,585 | $2.1M | 78,119 | +14,466+18.52% | Add |
| Brookstone Capital Management |
| 0.03% | 0.02% | #78 | $2.6M | 91,644 | $2.1M | 80,612 | +11,032+13.69% | Add |
| Comprehensive Financial Consultants Institutional, Inc. |
| 0.67% | 0.63% | #10 | $2.6M | 91,357 | $2.1M | 80,694 | +10,663+13.21% | Add |
| Visionary Wealth Advisors |
| 0.1% | 0.11% | #42 | $2.5M | 90,584 | $2.5M | 95,535 | -4,951-5.18% | Reduce |
| WOLFF WIESE MAGANA LLC |
| 1.08% | 1.22% | #8 | $2.3M | 83,946 | $2.2M | 83,946 | 00.00% | Unchanged |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.22% | — | #28 | $2.2M | 78,573 | $0 | 0 | +78,573 | New Buy |
| Atlas Private Wealth Advisors |
| 0.46% | 0.47% | #15 | $2.1M | 74,601 | $2.0M | 75,796 | -1,195-1.58% | Reduce |
| Mayfair Advisory Group, LLC |
| 0.62% | 0.7% | #11 | $2.1M | 73,642 | $2.0M | 76,337 | -2,695-3.53% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #129 | $2.0M | 71,750 | $1.9M | 73,191 | -1,441-1.97% | Reduce |
| Gallagher Fiduciary Advisors, LLC |
| 0.06% | 0.03% | #53 | $1.9M | 69,777 | $1.9M | 72,092 | -2,315-3.21% | Reduce |
| Pinnacle Financial Partners, Inc. |
| 0.01% | 0.01% | #97 | $1.8M | 65,704 | $1.7M | 66,543 | -839-1.26% | Reduce |
| Prosperity Financial Group, Inc. |
| 0.55% | 0.69% | #14 | $1.8M | 63,174 | $1.9M | 71,259 | -8,085-11.35% | Reduce |
| Western Wealth Management, LLC |
| 0.05% | 0.03% | #55 | $1.6M | 58,273 | $849,463 | 32,336 | +25,937+80.21% | Add |
| Paragon Private Wealth Management, LLC |
| 0.39% | 0.38% | #17 | $1.5M | 53,247 | $1.2M | 46,019 | +7,228+15.71% | Add |
| Pinnacle Wealth Management Group, Inc. |
| 0.69% | — | #9 | $1.5M | 52,807 | $0 | 0 | +52,807 | New Buy |
| Ergawealth Advisors, Inc. |
| 0.57% | 0.69% | #13 | $1.5M | 52,346 | $1.6M | 59,817 | -7,471-12.49% | Reduce |
| Harvest Investment Services, LLC |
| 0.22% | 0.24% | #29 | $1.4M | 51,085 | $1.3M | 49,327 | +1,758+3.56% | Add |
| Atria Investments, Inc |
| 0.01% | 0.02% | #96 | $1.4M | 48,875 | $1.5M | 55,832 | -6,957-12.46% | Reduce |
| Legacy Capital Wealth Partners, LLC |
| 0.25% | 0.25% | #26 | $1.3M | 48,282 | $1.2M | 46,806 | +1,476+3.15% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #109 | $1.3M | 48,058 | $1.1M | 40,994 | +7,064+17.23% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #118 | $1.3M | 47,172 | $1.1M | 40,304 | +6,868+17.04% | Add |
