| Prime Capital Investment Advisors, LLC |
| 1.83% | 1.05% | #11 | $188.5M | 4.1M | $91.1M | 2.0M | +2.1M+108.15% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.04% | #106 | $117.2M | 2.6M | $137.8M | 3.0M | -432,060-14.38% | Reduce |
| FIFTH THIRD BANCORP |
| 0.17% | 0.01% | #61 | $102.5M | 2.2M | $4.7M | 102,320 | +2.1M+2,097.58% | Add |
| Gradient Investments LLC |
| 1.2% | 0.61% | #16 | $86.8M | 1.9M | $39.4M | 858,750 | +1.0M+121.80% | Add |
| OneDigital Investment Advisors LLC |
| 0.66% | 0.69% | #27 | $78.1M | 1.7M | $70.7M | 1.5M | +172,012+11.15% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #146 | $57.1M | 1.2M | $76.1M | 1.7M | -418,948-25.21% | Reduce |
| Northland Capital Management LLC |
| 14.51% | 14.2% | #1 | $26.9M | 590,565 | $26.0M | 566,174 | +24,391+4.31% | Add |
| Virtue Capital Management, LLC |
| 2.87% | 4.2% | #4 | $21.5M | 470,885 | $27.6M | 602,802 | -131,917-21.88% | Reduce |
| Arax Advisory Partners |
| 0.13% | 0.53% | #72 | $19.9M | 435,819 | $18.7M | 407,452 | +28,367+6.96% | Add |
| Cerity Partners LLC |
| 0.02% | 0.03% | #117 | $16.4M | 360,740 | $24.1M | 525,258 | -164,518-31.32% | Reduce |
| Horst & Graben Wealth Management LLC |
| 1.9% | 2.78% | #9 | $14.4M | 318,296 | $20.2M | 441,933 | -123,637-27.98% | Reduce |
| Heck Capital Advisors, LLC |
| 0.65% | 0.76% | #28 | $10.9M | 239,985 | $10.3M | 223,886 | +16,099+7.19% | Add |
| One Wealth Advisors, LLC |
| 1.13% | 2.07% | #18 | $10.2M | 223,600 | $16.6M | 362,782 | -139,182-38.37% | Reduce |
| Mattson Financial Services, LLC |
| 2.03% | 1.02% | #8 | $9.9M | 219,983 | $4.3M | 92,841 | +127,142+136.95% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #131 | $9.7M | 213,495 | $7.3M | 159,335 | +54,160+33.99% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.09% | 0.2% | #81 | $9.6M | 210,975 | $18.1M | 393,966 | -182,991-46.45% | Reduce |
| AE Wealth Management LLC |
| 0.04% | 0.06% | #99 | $9.0M | 196,467 | $11.5M | 251,297 | -54,830-21.82% | Reduce |
| FFG RETIREMENT ADVISORS LLC |
| 3.77% | 4.17% | #2 | $7.1M | 156,236 | $7.2M | 156,234 | +2+0.00% | Add |
| DUTCH ASSET Corp |
| 3.48% | 5.62% | #3 | $7.0M | 153,386 | $8.4M | 182,459 | -29,073-15.93% | Reduce |
| TSA Wealth Managment LLC |
| 1.87% | 1.74% | #10 | $6.6M | 144,708 | $5.4M | 117,602 | +27,106+23.05% | Add |
| Brown Financial Advisors |
| 2.14% | 0.99% | #6 | $6.1M | 134,490 | $2.6M | 57,064 | +77,426+135.68% | Add |
| Mayflower Financial Advisors, LLC |
| 0.45% | 0.88% | #35 | $5.9M | 129,712 | $7.3M | 158,397 | -28,685-18.11% | Reduce |
| JT Stratford LLC |
| 0.64% | 0.64% | #29 | $5.8M | 127,842 | $5.0M | 109,889 | +17,953+16.34% | Add |
| Empowered Funds, LLC |
| 0.03% | 0.03% | #107 | $5.2M | 115,461 | $4.3M | 94,401 | +21,060+22.31% | Add |
| Daviman Financial, LLC |
| 2.39% | 4.3% | #5 | $4.3M | 95,132 | $7.3M | 158,626 | -63,494-40.03% | Reduce |
| West Wealth Group, LLC |
| 0.7% | 0.78% | #24 | $4.3M | 94,137 | $4.0M | 86,342 | +7,795+9.03% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #133 | $4.3M | 93,350 | $3.5M | 76,575 | +16,775+21.91% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.09% | 0.14% | #82 | $4.2M | 92,696 | $5.7M | 124,698 | -32,002-25.66% | Reduce |
| WEALTH ALLIANCE, LLC |
| 0.35% | 0.2% | #40 | $4.2M | 92,035 | $2.0M | 44,032 | +48,003+109.02% | Add |
| PFG Advisors |
| 0.19% | 0.27% | #54 | $3.8M | 83,523 | $5.5M | 120,935 | -37,412-30.94% | Reduce |
| Paladin Wealth, LLC |
| 2.06% | 0.96% | #7 | $3.5M | 77,742 | $1.4M | 30,511 | +47,231+154.80% | Add |
| Chatterton & Associates Inc. |
| 1.8% | 2.96% | #12 | $3.1M | 68,234 | $4.2M | 91,909 | -23,675-25.76% | Reduce |
| Mutual Advisors, LLC |
| 0.06% | 0.06% | #91 | $3.0M | 66,011 | $3.0M | 64,938 | +1,073+1.65% | Add |
| Tradition Wealth Management, LLC |
| 0.18% | 0.3% | #58 | $2.9M | 63,484 | $4.2M | 91,087 | -27,603-30.30% | Reduce |
| EHRLICH FINANCIAL GROUP |
| 1.44% | 1.55% | #13 | $2.8M | 61,326 | $2.7M | 58,919 | +2,407+4.09% | Add |
| LIFELONG WEALTH ADVISORS, INC. |
| 0.62% | 0.86% | #30 | $2.7M | 58,350 | $3.2M | 70,616 | -12,266-17.37% | Reduce |
| &PARTNERS |
| 0.01% | 0.01% | #129 | $2.6M | 58,030 | $2.0M | 42,881 | +15,149+35.33% | Add |
| THEORY FINANCIAL LLC |
| 0.8% | 1.43% | #22 | $2.5M | 55,634 | $4.1M | 89,028 | -33,394-37.51% | Reduce |
| Range Financial Group LLC |
| 0.68% | 0.81% | #26 | $2.5M | 54,961 | $2.4M | 52,458 | +2,503+4.77% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #171 | $2.4M | 53,048 | $0 | 0 | +53,048 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #143 | $2.3M | 50,791 | $1.3M | 27,596 | +23,195+84.05% | Add |
| Maia Wealth LLC |
| 0.33% | 0.43% | #41 | $2.3M | 49,804 | $2.5M | 55,568 | -5,764-10.37% | Reduce |
| Cypress Wealth Services, LLC |
| 0.28% | 0.28% | #49 | $2.2M | 49,229 | $2.0M | 43,451 | +5,778+13.30% | Add |
| M1 Capital Management LLC |
| 0.81% | 1.24% | #21 | $2.2M | 47,829 | $2.7M | 58,682 | -10,853-18.49% | Reduce |
| Redwood Investment Management, LLC |
| 0.21% | 0.42% | #52 | $2.2M | 47,307 | $3.4M | 74,006 | -26,699-36.08% | Reduce |
| BUSH INVESTMENT GROUP, LLC |
| 1.14% | — | #17 | $2.1M | 45,483 | $0 | 0 | +45,483 | New Buy |
| Tower Research Capital LLC (TRC) |
| 0.05% | 0.01% | #95 | $2.1M | 45,620 | $253,331 | 5,524 | +40,096+725.85% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | 0.03% | #120 | $2.1M | 45,357 | $2.8M | 60,366 | -15,009-24.86% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #172 | $2.0M | 43,722 | $37.4M | 815,133 | -771,411-94.64% | Reduce |
| Cassilly Financial Group LLC |
| 1.41% | 2.31% | #14 | $1.9M | 42,759 | $2.7M | 57,964 | -15,205-26.23% | Reduce |
