| Allianz Asset Management GmbH |
| 0.43% | 0.43% | #17 | $481.2M | 9.7M | $413.3M | 8.3M | +1.4M+16.95% | Add |
| Orgel Wealth Management, LLC |
| 4.56% | 5.15% | #3 | $240.5M | 4.9M | $239.0M | 4.8M | +50,708+1.05% | Add |
| Advocacy Wealth Management, LLC |
| 2.31% | 2.32% | #7 | $52.5M | 1.1M | $52.5M | 1.1M | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.08% | 0.1% | #42 | $49.4M | 1.0M | $44.5M | 898,129 | +109,860+12.23% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #65 | $40.2M | 813,674 | $21.1M | 424,707 | +388,967+91.58% | Add |
| Avidian Wealth Enterprises, LLC |
| 1% | — | #11 | $36.3M | 735,585 | $0 | 0 | +735,585 | New Buy |
| OneDigital Investment Advisors LLC |
| 0.3% | 0.29% | #22 | $35.0M | 708,959 | $30.0M | 605,723 | +103,236+17.04% | Add |
| McNamara Financial Services, Inc. |
| 3.93% | 4.17% | #4 | $22.8M | 461,740 | $22.0M | 444,488 | +17,252+3.88% | Add |
| Focus Partners Wealth |
| 0.02% | 0.01% | #56 | $20.5M | 414,439 | $13.3M | 268,498 | +145,941+54.35% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.05% | #50 | $19.1M | 387,779 | $14.0M | 281,470 | +106,309+37.77% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #80 | $15.3M | 309,549 | $16.7M | 337,095 | -27,546-8.17% | Reduce |
| Horizon Investments, LLC |
| 0.16% | 0.16% | #30 | $14.8M | 302,343 | $14.9M | 302,415 | -72-0.02% | Reduce |
| Alliance Private Wealth, LLC |
| 4.63% | 5.15% | #2 | $13.3M | 270,165 | $14.3M | 288,729 | -18,564-6.43% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.06% | 0.09% | #47 | $12.9M | 261,632 | $10.9M | 218,941 | +42,691+19.50% | Add |
| Spectrum Investment Advisors, Inc. |
| 5.06% | — | #1 | $12.4M | 250,856 | $0 | 0 | +250,856 | New Buy |
| FOSTER & MOTLEY INC |
| 0.46% | 0.07% | #16 | $9.9M | 201,422 | $1.3M | 26,825 | +174,597+650.87% | Add |
| Cresta Advisors, Ltd. |
| 3.05% | 3.28% | #5 | $8.5M | 171,795 | $8.0M | 161,628 | +10,167+6.29% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #84 | $7.6M | 154,442 | $8.2M | 166,074 | -11,632-7.00% | Reduce |
| RFG Advisory, LLC |
| 0.11% | 0.05% | #38 | $7.3M | 146,964 | $2.5M | 50,594 | +96,370+190.48% | Add |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #71 | $7.0M | 142,244 | $4.4M | 87,981 | +54,263+61.68% | Add |
| Econ Financial Services Corp |
| 2.83% | 2.29% | #6 | $6.0M | 122,458 | $4.9M | 99,334 | +23,124+23.28% | Add |
| Essex Financial Services, Inc. |
| 0.29% | 0.31% | #23 | $5.8M | 117,367 | $5.5M | 110,218 | +7,149+6.49% | Add |
| CreativeOne Wealth, LLC |
| 0.12% | 0.14% | #37 | $5.7M | 116,054 | $6.0M | 120,373 | -4,319-3.59% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #69 | $5.1M | 103,640 | $5.1M | 103,661 | -21-0.02% | Reduce |
| True Wealth Design, LLC |
| 1.16% | 0.33% | #10 | $4.9M | 98,469 | $1.2M | 24,135 | +74,334+307.99% | Add |
| Wayfinding Financial, LLC |
| 1.63% | 1.7% | #9 | $4.3M | 87,314 | $3.9M | 78,746 | +8,568+10.88% | Add |
| PAX Financial Group, LLC |
| 0.59% | 0.62% | #13 | $4.0M | 80,934 | $3.7M | 73,611 | +7,323+9.95% | Add |
| Krilogy Financial LLC |
| 0.11% | 0.12% | #39 | $3.7M | 74,681 | $3.6M | 72,410 | +2,271+3.14% | Add |
| HOLLENCREST CAPITAL MANAGEMENT |
| 0.23% | 0.13% | #24 | $3.6M | 73,013 | $3.6M | 73,013 | 00.00% | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS |
| <0.01% | <0.01% | #86 | $3.5M | 70,524 | $3.9M | 78,909 | -8,385-10.63% | Reduce |
| &PARTNERS |
| 0.01% | 0.01% | #63 | $3.4M | 69,139 | $1.1M | 23,029 | +46,110+200.23% | Add |
| AVITY INVESTMENT MANAGEMENT INC. |
| 0.21% | 0.12% | #27 | $3.3M | 67,280 | $1.7M | 33,400 | +33,880+101.44% | Add |
| GeoWealth Management, LLC |
| 0.1% | 0.11% | #40 | $3.3M | 66,684 | $2.9M | 59,365 | +7,319+12.33% | Add |
| Trek Financial, LLC |
| 0.15% | 0.1% | #31 | $3.2M | 64,241 | $1.8M | 36,345 | +27,896+76.75% | Add |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
| 0.37% | 0.38% | #20 | $3.1M | 62,738 | $2.9M | 59,047 | +3,691+6.25% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #68 | $3.0M | 61,376 | $3.0M | 59,531 | +1,845+3.10% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #83 | $2.6M | 53,058 | $446,040 | 8,993 | +44,065+489.99% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | — | #93 | $2.6M | 52,843 | $0 | 0 | +52,843 | New Buy |
| Smith Partners Wealth Management, LLC |
| 1.67% | 1.21% | #8 | $2.1M | 42,428 | $1.4M | 27,340 | +15,088+55.19% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #99 | $1.9M | 39,288 | $375,571 | 7,572 | +31,716+418.86% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #101 | $1.9M | 37,807 | $0 | 0 | +37,807 | New Buy |
| TBH Global Asset Management, LLC |
| 0.33% | 0.13% | #21 | $1.8M | 36,401 | $620,791 | 11,979 | +24,422+203.87% | Add |
| Financial Synergies Wealth Advisors, Inc. |
| 0.14% | 0.12% | #32 | $1.7M | 34,472 | $1.3M | 25,338 | +9,134+36.05% | Add |
| BAM Wealth Management, LLC |
| 0.98% | 1.12% | #12 | $1.6M | 31,740 | $1.5M | 30,193 | +1,547+5.12% | Add |
| Security Financial Services, INC. |
| 0.19% | 0.22% | #29 | $1.3M | 27,257 | $1.4M | 28,009 | -752-2.68% | Reduce |
| DAVENPORT & Co LLC |
| 0.01% | 0.01% | #73 | $1.2M | 24,570 | $1.2M | 23,245 | +1,325+5.70% | Add |
| Mariner, LLC |
| <0.01% | — | #91 | $1.1M | 21,900 | $0 | 0 | +21,900 | New Buy |
| Wealthspire Advisors, LLC |
| 0.01% | 0.01% | #74 | $1.1M | 21,881 | $1.3M | 27,151 | -5,270-19.41% | Reduce |
| Barnes Wealth Management Group, Inc |
| 0.48% | 0.49% | #15 | $1.0M | 21,180 | $962,934 | 19,414 | +1,766+9.10% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #82 | $959,924 | 19,440 | $957,097 | 19,296 | +144+0.75% | Add |
