| Aptus Capital Advisors, LLC |
| 5.87% | 5.36% | #16 | $857.8M | 18.6M | $682.3M | 16.3M | +2.3M+14.34% | Add |
| Partners Value Investments L.P. |
| 5.37% | 5.46% | #18 | $525.6M | 12.3M | $510.1M | 12.3M | 00.00% | Unchanged |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 11.77% | 11.82% | #6 | $209.6M | 4.5M | $187.7M | 4.5M | +70,920+1.59% | Add |
| Corient Private Wealth LLC |
| 0.09% | 0.17% | #71 | $113.9M | 2.5M | $117.6M | 2.8M | -335,847-11.98% | Reduce |
| BROGAN FINANCIAL, INC. |
| 35.9% | 35.91% | #1 | $89.6M | 1.9M | $81.7M | 1.9M | -4,273-0.22% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #94 | $79.2M | 1.7M | $69.1M | 1.6M | +70,899+4.31% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 8.57% | 8.58% | #10 | $75.9M | 1.6M | $66.4M | 1.6M | +63,098+3.99% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #93 | $70.2M | 1.5M | $63.8M | 1.5M | -847-0.06% | Reduce |
| Signal Advisors Wealth, LLC |
| 3.39% | 3.46% | #25 | $67.0M | 1.5M | $50.4M | 1.2M | +251,452+20.93% | Add |
| Second Line Capital, LLC |
| 11.1% | 10.85% | #7 | $59.6M | 1.3M | $57.3M | 1.3M | +25,581+2.02% | Add |
| BROOKFIELD Corp /ON/ |
| 0.08% | 0.08% | #75 | $57.8M | 1.4M | $56.1M | 1.4M | 00.00% | Unchanged |
| First Heartland Consultants, Inc. |
| 3.46% | 3.53% | #24 | $53.4M | 1.2M | $46.0M | 1.1M | +60,207+5.49% | Add |
| Bienville Capital Management, LLC |
| 6.89% | 7.86% | #15 | $51.6M | 1.1M | $43.2M | 1.0M | +88,553+8.59% | Add |
| Sunburst Financial Group, LLC |
| 8.34% | 8.26% | #11 | $51.5M | 1.1M | $44.9M | 1.1M | +46,043+4.31% | Add |
| Advisory Services Network, LLC |
| 0.58% | <0.01% | #45 | $51.1M | 1.1M | $414 | 10 | +1.1M+11,075,930.00% | Add |
| Park Place Capital Corp |
| 7.44% | 8.69% | #13 | $49.6M | 1.1M | $43.3M | 1.0M | +40,925+3.96% | Add |
| Clarus Group, Inc. |
| 16.54% | 16.22% | #3 | $48.8M | 1.1M | $45.2M | 1.1M | -20,834-1.93% | Reduce |
| Diversified Enterprises, LLC |
| 2.21% | 2.3% | #32 | $45.7M | 990,184 | $42.0M | 1.0M | -11,154-1.11% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #115 | $36.7M | 859,918 | $35.6M | 860,592 | -674-0.08% | Reduce |
| Waterloo Capital, L.P. |
| 1.93% | 2.24% | #33 | $34.3M | 742,913 | $32.0M | 762,012 | -19,099-2.51% | Reduce |
| VANGUARD CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #155 | $33.1M | 777,219 | $40.7M | 979,685 | -202,466-20.67% | Reduce |
| BANK OF NOVA SCOTIA |
| 0.05% | 0.05% | #83 | $32.0M | 750,004 | $29.7M | 715,004 | +35,000+4.90% | Add |
| 6th Street Advisors, LLC |
| 17.09% | 17.11% | #2 | $29.7M | 644,684 | $27.2M | 648,238 | -3,554-0.55% | Reduce |
| Compass Ion Advisors, LLC |
| 2.46% | 2.5% | #30 | $28.5M | 618,393 | $26.2M | 624,355 | -5,962-0.95% | Reduce |
| LPL Financial LLC |
| <0.01% | 0.01% | #118 | $21.5M | 465,715 | $20.8M | 496,727 | -31,012-6.24% | Reduce |
| Purewater Capital LLC |
| 14.26% | 12.97% | #5 | $19.8M | 428,145 | $13.6M | 323,690 | +104,455+32.27% | Add |
| Wealth Advisory Team LLC |
| 15.62% | — | #4 | $19.2M | 416,378 | $0 | 0 | +416,378 | New Buy |
| United Advisor Group, LLC |
| 1.85% | 1.89% | #34 | $17.5M | 379,043 | $15.3M | 364,503 | +14,540+3.99% | Add |
| GERBER, LLC |
| 7.2% | 7.44% | #14 | $15.3M | 331,625 | $13.3M | 317,453 | +14,172+4.46% | Add |
| NORGES BANK |
| <0.01% | — | #141 | $14.8M | 348,251 | $0 | 0 | +348,251 | New Buy |
| PRINCIPAL FINANCIAL GROUP INC |
| 0.01% | 0.01% | #109 | $14.8M | 347,428 | $15.0M | 362,388 | -14,960-4.13% | Reduce |
| Cushing Capital Partners, LLC |
| 9.97% | 9.73% | #8 | $14.5M | 313,908 | $12.7M | 301,778 | +12,130+4.02% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.86% | 0.9% | #41 | $14.2M | 306,808 | $12.3M | 293,465 | +13,343+4.55% | Add |
| MAI Capital Management |
| 0.05% | <0.01% | #80 | $13.6M | 295,182 | $115,631 | 2,793 | +292,389+10,468.64% | Add |
| Strong Retirement Solutions LLC |
| 8.04% | 8.18% | #12 | $13.4M | 290,565 | $11.7M | 278,258 | +12,307+4.42% | Add |
| MBE Wealth Management, LLC |
| 4.55% | 4.94% | #20 | $12.9M | 280,648 | $11.9M | 283,436 | -2,788-0.98% | Reduce |
| Uniting Wealth Partners, LLC |
| 2.63% | 2.94% | #27 | $12.9M | 280,213 | $13.8M | 329,385 | -49,172-14.93% | Reduce |
| Financial Guidance Group, Inc. |
| 4.73% | 4.81% | #19 | $12.7M | 274,284 | $12.0M | 284,949 | -10,665-3.74% | Reduce |
| Lord & Richards Wealth Management, LLC |
| 9.68% | 9.55% | #9 | $12.4M | 268,008 | $10.9M | 259,536 | +8,472+3.26% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.11% | 0.1% | #66 | $11.5M | 250,056 | $8.6M | 205,054 | +45,002+21.95% | Add |
| EdgeRock Capital LLC |
| 2.52% | 2.62% | #29 | $10.9M | 236,592 | $9.7M | 230,896 | +5,696+2.47% | Add |
| MARIPAU WEALTH MANAGEMENT LLC |
| 3.77% | 3.8% | #22 | $10.6M | 227,941 | $8.7M | 206,200 | +21,741+10.54% | Add |
| CANADA PENSION PLAN INVESTMENT BOARD |
| 0.01% | 0.01% | #113 | $10.4M | 244,096 | $8.9M | 215,461 | +28,635+13.29% | Add |
| VANGUARD FIDUCIARY TRUST CO |
| <0.01% | <0.01% | #135 | $10.0M | 235,321 | $13.4M | 323,451 | -88,130-27.25% | Reduce |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.26% | 0.27% | #55 | $9.3M | 202,165 | $8.3M | 197,842 | +4,323+2.19% | Add |
| Tailwinds Wealth, LLC |
| 5.51% | 9.41% | #17 | $9.3M | 202,141 | $3.8M | 91,428 | +110,713+121.09% | Add |
| Sunpointe, LLC |
| 2.28% | 2.4% | #31 | $8.0M | 173,696 | $7.3M | 174,551 | -855-0.49% | Reduce |
| MONTRUSCO BOLTON INVESTMENTS INC. |
| 0.12% | 0.19% | #65 | $7.6M | 179,200 | $12.7M | 307,408 | -128,208-41.71% | Reduce |
| CoreFirst Bank & Trust |
| 3.77% | 3.51% | #23 | $7.6M | 164,239 | $6.6M | 157,857 | +6,382+4.04% | Add |
| Capital Investment Advisory Services, LLC |
| 0.45% | 0.01% | #47 | $7.2M | 156,720 | $95,753 | 2,282 | +154,438+6,767.66% | Add |
