| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #118 | $54.7M | 1.2M | $43.1M | 1.2M | +14,767+1.24% | Add |
| Cedar Wealth Management, LLC |
| 9.33% | 8.46% | #1 | $36.3M | 830,442 | $29.1M | 821,923 | +8,519+1.04% | Add |
| WCG Wealth Advisors LLC |
| 0.86% | 0.85% | #19 | $36.2M | 827,604 | $30.5M | 862,647 | -35,043-4.06% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.03% | #94 | $31.1M | 684,611 | $19.1M | 528,559 | +156,052+29.52% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #127 | $31.0M | 697,047 | $18.4M | 523,047 | +174,000+33.27% | Add |
| Berkeley, Inc |
| 9.12% | 7.81% | #2 | $29.1M | 664,929 | $23.3M | 657,823 | +7,106+1.08% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #150 | $28.8M | 634,084 | $19.6M | 539,938 | +94,146+17.44% | Add |
| Systelligence, LLC |
| 4.57% | 4.16% | #7 | $27.3M | 601,821 | $21.4M | 590,730 | +11,091+1.88% | Add |
| LRI Investments, LLC |
| 1.8% | 0.05% | #11 | $25.3M | 562,679 | $562,679 | 562,679 | 00.00% | Unchanged |
| KWB Wealth |
| 2.03% | 0.06% | #10 | $23.7M | 542,925 | $582,824 | 16,581 | +526,344+3,174.38% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #174 | $23.3M | 513,641 | $17.2M | 475,440 | +38,201+8.03% | Add |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
| 5.29% | 4.72% | #6 | $21.5M | 473,142 | $16.5M | 455,769 | +17,373+3.81% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #213 | $19.2M | 421,570 | $9.0M | 252,214 | +169,356+67.15% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #173 | $18.5M | 407,740 | $12.6M | 347,066 | +60,674+17.48% | Add |
| Chaney Capital Management, Inc. |
| 5.66% | 4.91% | #5 | $18.0M | 411,887 | $13.9M | 393,759 | +18,128+4.60% | Add |
| Integrated Capital Management, LLC |
| 5.94% | 5.52% | #3 | $16.5M | 377,231 | $13.1M | 369,816 | +7,415+2.01% | Add |
| Marks Group Wealth Management, Inc |
| 1.23% | — | #14 | $14.1M | 322,617 | $0 | 0 | +322,617 | New Buy |
| Heck Capital Advisors, LLC |
| 0.78% | 0.83% | #21 | $13.0M | 298,391 | $11.2M | 315,309 | -16,918-5.37% | Reduce |
| Elevated Financial Group LLC |
| 3.13% | 2.72% | #8 | $11.4M | 261,428 | $8.4M | 236,545 | +24,883+10.52% | Add |
| Erickson Financial Group, LLC |
| 5.69% | 4.78% | #4 | $10.6M | 233,584 | $7.6M | 210,801 | +22,783+10.81% | Add |
| BOS Asset Management, LLC |
| 2.43% | 2.16% | #9 | $10.5M | 239,408 | $8.5M | 239,550 | -142-0.06% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.09% | 0.08% | #72 | $10.1M | 230,779 | $7.7M | 218,576 | +12,203+5.58% | Add |
| Destiny Wealth Partners, LLC |
| 1.29% | 0.86% | #13 | $9.5M | 217,494 | $7.9M | 223,575 | -6,081-2.72% | Reduce |
| Well Done, LLC |
| 1.21% | 1.11% | #15 | $9.0M | 205,312 | $7.6M | 214,430 | -9,118-4.25% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #192 | $8.2M | 181,452 | $6.6M | 181,540 | -88-0.05% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #237 | $7.2M | 158,768 | $6.2M | 170,868 | -12,100-7.08% | Reduce |
| Wealthcare Advisory Partners LLC |
| 0.13% | 0.11% | #63 | $6.9M | 151,556 | $5.7M | 156,545 | -4,989-3.19% | Reduce |
| Gerber Kawasaki Wealth & Investment Management |
| 0.18% | 0.18% | #51 | $6.9M | 151,066 | $5.5M | 152,956 | -1,890-1.24% | Reduce |
| Cornerstone Wealth Management, LLC |
| 0.29% | 0.28% | #39 | $6.8M | 154,725 | $5.6M | 157,505 | -2,780-1.77% | Reduce |
| Purus Wealth Management, LLC |
| 1.76% | 1.53% | #12 | $6.4M | 140,462 | $4.8M | 132,207 | +8,255+6.24% | Add |
| EP Wealth Advisors, LLC |
| 0.02% | — | #102 | $6.2M | 141,784 | $0 | 0 | +141,784 | New Buy |
| Beacon Pointe Advisors, LLC |
| 0.03% | 0.01% | #99 | $5.7M | 125,458 | $1.5M | 41,323 | +84,135+203.60% | Add |
| Wealthfront Advisers LLC |
| 0.01% | 0.01% | #135 | $5.3M | 117,512 | $3.1M | 84,278 | +33,234+39.43% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | <0.01% | #154 | $4.8M | 106,359 | $3.0M | 83,919 | +22,440+26.74% | Add |
| Falcon Wealth Planning |
| 0.3% | 0.27% | #36 | $4.7M | 107,492 | $3.9M | 111,369 | -3,877-3.48% | Reduce |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
| 0.15% | 0.07% | #59 | $4.1M | 93,380 | $1.8M | 51,666 | +41,714+80.74% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #230 | $3.7M | 81,592 | $4.5M | 125,398 | -43,806-34.93% | Reduce |
| Essex Financial Services, Inc. |
| 0.17% | 0.16% | #55 | $3.5M | 76,367 | $2.8M | 77,055 | -688-0.89% | Reduce |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #168 | $3.4M | 74,887 | $1.7M | 46,410 | +28,477+61.36% | Add |
| Brookwood Investment Group LLC |
| 0.35% | 0.35% | #31 | $3.1M | 69,241 | $2.8M | 78,376 | -9,135-11.66% | Reduce |
| GUIDANCE CAPITAL, INC |
| 0.63% | 0.57% | #26 | $3.0M | 67,017 | $2.6M | 62,108 | +4,909+7.90% | Add |
| NOVEM GROUP |
| 0.29% | 0.26% | #38 | $2.9M | 63,650 | $2.3M | 62,950 | +700+1.11% | Add |
| Breakwater Capital Group |
| 0.34% | 0.31% | #33 | $2.9M | 65,396 | $2.3M | 65,988 | -592-0.90% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #130 | $2.7M | 58,939 | $347,405 | 9,594 | +49,345+514.33% | Add |
| Arax Advisory Partners |
| 0.02% | — | #113 | $2.5M | 55,992 | $0 | 0 | +55,992 | New Buy |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #134 | $2.4M | 55,032 | $2.0M | 55,907 | -875-1.57% | Reduce |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.11% | 0.11% | #66 | $2.4M | 54,062 | $1.7M | 49,473 | +4,589+9.28% | Add |
| Legacy Financial Advisors, Inc. |
| 0.28% | 0.26% | #40 | $2.3M | 53,221 | $1.8M | 51,573 | +1,648+3.20% | Add |
| CI INVESTMENTS INC. |
| 0.01% | — | #146 | $2.2M | 49,159 | $0 | 0 | +49,159 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #187 | $2.2M | 48,292 | $1.6M | 43,060 | +5,232+12.15% | Add |
