| LPL Financial LLC |
| 0.04% | 0.03% | #78 | $179.6M | 4.5M | $130.2M | 3.2M | +1.3M+41.52% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #77 | $51.1M | 1.3M | $43.3M | 1.1M | +224,461+21.11% | Add |
| Berger Financial Group, Inc |
| 1.94% | 1.85% | #9 | $37.9M | 955,885 | $33.0M | 809,945 | +145,940+18.02% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #112 | $32.0M | 807,584 | $11.4M | 281,193 | +526,391+187.20% | Add |
| BEAM WEALTH ADVISORS, INC. |
| 7.31% | 7.16% | #2 | $28.8M | 706,647 | $28.8M | 706,647 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | — | #100 | $24.8M | 626,119 | $0 | 0 | +626,119 | New Buy |
| New England Private Wealth Advisors LLC |
| 2.34% | 0.78% | #6 | $24.3M | 604,674 | $6.7M | 165,743 | +438,931+264.83% | Add |
| ASSETMARK, INC |
| 0.04% | 0.03% | #79 | $22.4M | 563,664 | $16.6M | 406,755 | +156,909+38.58% | Add |
| STRAIGHTLINE GROUP LLC |
| 9.2% | 9.58% | #1 | $19.5M | 491,811 | $19.3M | 473,126 | +18,685+3.95% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.01% | #89 | $18.2M | 457,656 | $5.1M | 125,169 | +332,487+265.63% | Add |
| Beaumont Financial Advisors, LLC |
| 0.89% | 1.02% | #19 | $14.0M | 352,968 | $14.8M | 363,123 | -10,155-2.80% | Reduce |
| Bayshore Capital Advisors, LLC |
| 5.98% | — | #3 | $12.8M | 323,122 | $0 | 0 | +323,122 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #98 | $12.7M | 319,970 | $4.9M | 120,026 | +199,944+166.58% | Add |
| Wilmington Savings Fund Society, FSB |
| 0.24% | — | #49 | $10.9M | 274,516 | $0 | 0 | +274,516 | New Buy |
| MinichMacGregor Wealth Management, LLC |
| 1.6% | 1.89% | #10 | $10.5M | 265,617 | $10.7M | 262,900 | +2,717+1.03% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #137 | $9.6M | 242,156 | $4.7M | 116,233 | +125,923+108.34% | Add |
| Ancora Advisors LLC |
| 0.17% | <0.01% | #52 | $9.0M | 226,418 | $27,846 | 684 | +225,734+33,002.05% | Add |
| ERn Financial, LLC |
| 1.44% | 1.61% | #11 | $8.7M | 218,783 | $8.5M | 209,952 | +8,831+4.21% | Add |
| Ferguson Shapiro LLC |
| 2.39% | — | #5 | $8.2M | 205,545 | $0 | 0 | +205,545 | New Buy |
| Sanctuary Advisors, LLC |
| 0.04% | 0.02% | #80 | $8.1M | 204,413 | $2.9M | 70,579 | +133,834+189.62% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #143 | $7.9M | 200,000 | $1.1M | 27,429 | +172,571+629.16% | Add |
| Visionary Wealth Advisors |
| 0.28% | 0.18% | #44 | $7.0M | 175,740 | $4.1M | 100,079 | +75,661+75.60% | Add |
| RIVERSEDGE ADVISORS, LLC |
| 0.83% | 1.05% | #23 | $6.3M | 158,232 | $6.5M | 159,702 | -1,470-0.92% | Reduce |
| Bryn Mawr Trust Advisors, LLC |
| 0.26% | — | #47 | $5.9M | 148,441 | $0 | 0 | +148,441 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #139 | $5.8M | 147,451 | $1.4M | 35,506 | +111,945+315.28% | Add |
| Black Swift Group, LLC |
| 0.84% | 1.05% | #22 | $5.8M | 146,695 | $6.0M | 147,035 | -340-0.23% | Reduce |
| Main Street Financial Solutions, LLC |
| 0.36% | — | #35 | $5.8M | 145,792 | $0 | 0 | +145,792 | New Buy |
| Snider Financial Group |
| 1.4% | — | #12 | $5.5M | 138,891 | $0 | 0 | +138,891 | New Buy |
| New Republic Capital, LLC |
| 1.19% | 1.17% | #14 | $5.2M | 130,639 | $3.5M | 85,221 | +45,418+53.29% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.08% | — | #66 | $5.0M | 126,231 | $0 | 0 | +126,231 | New Buy |
| Darwin Wealth Management, LLC |
| 1.37% | — | #13 | $5.0M | 126,231 | $0 | 0 | +126,231 | New Buy |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| 0.52% | 0.59% | #32 | $4.7M | 118,067 | $4.8M | 117,655 | +412+0.35% | Add |
| PCG Wealth Advisors, LLC |
| 0.88% | 0.38% | #20 | $4.0M | 99,818 | $1.5M | 37,335 | +62,483+167.36% | Add |
| Magnus Financial Group LLC |
| 0.28% | 0.24% | #43 | $3.9M | 98,355 | $2.9M | 72,097 | +26,258+36.42% | Add |
| Private Advisor Group, LLC |
| 0.02% | <0.01% | #94 | $3.8M | 96,448 | $1.0M | 24,762 | +71,686+289.50% | Add |
| NORDEN GROUP LLC |
| 0.31% | 0.16% | #40 | $3.8M | 95,114 | $1.6M | 40,381 | +54,733+135.54% | Add |
| Sound Portfolio Advisors, LLC |
| 2.6% | — | #4 | $3.7M | 92,438 | $0 | 0 | +92,438 | New Buy |
| AVALON CAPITAL MANAGEMENT |
| 0.86% | 1.04% | #21 | $3.7M | 92,066 | $3.7M | 90,342 | +1,724+1.91% | Add |
| Principle Wealth Partners LLC |
| 0.16% | 0.17% | #54 | $3.3M | 83,963 | $3.0M | 74,913 | +9,050+12.08% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #142 | $3.3M | 83,513 | $33,789 | 830 | +82,683+9,961.81% | Add |
| Sunrise Financial Services, LLC |
| 1.94% | 2.15% | #8 | $3.3M | 82,363 | $3.0M | 74,455 | +7,908+10.62% | Add |
| Accurate Wealth Management, LLC |
| 0.31% | 0.29% | #41 | $3.2M | 82,201 | $2.4M | 58,029 | +24,172+41.66% | Add |
| FAS Wealth Partners, Inc. |
| 0.16% | 0.1% | #56 | $3.0M | 75,428 | $1.6M | 40,155 | +35,273+87.84% | Add |
| WealthPlan Investment Management, LLC |
| 0.15% | 0.02% | #57 | $2.9M | 74,149 | $401,913 | 9,873 | +64,276+651.03% | Add |
| FWG Holdings, LLC |
| 0.97% | — | #18 | $2.9M | 71,357 | $0 | 0 | +71,357 | New Buy |
| HUB Investment Partners, LLC |
| 0.05% | — | #75 | $2.8M | 70,901 | $0 | 0 | +70,901 | New Buy |
| Archford Capital Strategies, LLC |
| 0.26% | 0.29% | #46 | $2.6M | 64,908 | $2.6M | 62,799 | +2,109+3.36% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #123 | $2.6M | 64,640 | $2.1M | 51,468 | +13,172+25.59% | Add |
| Essex Financial Services, Inc. |
| 0.12% | 0.15% | #59 | $2.5M | 62,844 | $2.6M | 63,809 | -965-1.51% | Reduce |
| Composition Wealth, LLC |
| 0.03% | 0.03% | #85 | $2.5M | 62,580 | $2.5M | 62,546 | +34+0.05% | Add |
