| Calamos Wealth Management LLC |
| 1.57% | 1.41% | #11 | $51.8M | 1.9M | $41.0M | 1.6M | +275,374+16.90% | Add |
| Wealth Watch Advisors, INC |
| 11.33% | 8.74% | #1 | $35.2M | 1.3M | $20.9M | 830,059 | +465,034+56.02% | Add |
| VestGen Advisors, LLC |
| 0.87% | 0.8% | #19 | $30.0M | 1.1M | $30.2M | 1.1M | -1,047-0.09% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #142 | $25.8M | 947,329 | $16.5M | 655,628 | +291,701+44.49% | Add |
| Cornerstone Wealth, LLC/TN |
| 9.79% | 10.51% | #3 | $19.4M | 713,398 | $18.7M | 693,536 | +19,862+2.86% | Add |
| Menard Financial Group LLC |
| 10.3% | 4.99% | #2 | $18.9M | 695,646 | $7.1M | 284,000 | +411,646+144.95% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.16% | 0.14% | #51 | $16.6M | 609,896 | $11.9M | 471,706 | +138,190+29.30% | Add |
| Strategic Blueprint, LLC |
| 0.77% | 0.54% | #22 | $15.3M | 563,020 | $9.2M | 367,217 | +195,803+53.32% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.08% | 0.08% | #78 | $14.6M | 537,750 | $12.7M | 506,200 | +31,550+6.23% | Add |
| Waverly Advisors, LLC |
| 0.08% | 0.08% | #75 | $14.4M | 528,430 | $11.2M | 446,995 | +81,435+18.22% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #107 | $14.3M | 526,537 | $11.7M | 465,246 | +61,291+13.17% | Add |
| Brookstone Capital Management |
| 0.14% | 0.08% | #59 | $13.9M | 511,532 | $6.8M | 270,830 | +240,702+88.88% | Add |
| Pinion Investment Advisors, LLC |
| 2.36% | 1.92% | #7 | $12.4M | 456,973 | $8.2M | 327,205 | +129,768+39.66% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.02% | #124 | $11.2M | 413,085 | $15.5M | 616,185 | -203,100-32.96% | Reduce |
| Intrepid Financial Planning Group LLC |
| 3.74% | 3.09% | #6 | $11.0M | 404,833 | $7.7M | 304,884 | +99,949+32.78% | Add |
| Farther Finance Advisors, LLC |
| 0.08% | 0.07% | #77 | $10.4M | 380,933 | $7.9M | 317,707 | +63,226+19.90% | Add |
| Innovative Asset Advisors Group, LLC |
| 4.38% | — | #5 | $10.0M | 367,930 | $0 | 0 | +367,930 | New Buy |
| Redhawk Wealth Advisors, Inc. |
| 0.94% | 1.04% | #17 | $9.5M | 350,730 | $9.4M | 375,418 | -24,688-6.58% | Reduce |
| Gradient Investments LLC |
| 0.12% | 0.12% | #63 | $8.5M | 313,587 | $7.8M | 309,408 | +4,179+1.35% | Add |
| Simplicity Wealth,LLC |
| 0.28% | 0.04% | #40 | $8.3M | 303,648 | $679,308 | 27,021 | +276,627+1,023.75% | Add |
| Wealthcare Advisory Partners LLC |
| 0.15% | 0.14% | #52 | $8.0M | 294,935 | $7.1M | 280,552 | +14,383+5.13% | Add |
| MGO ONE SEVEN LLC |
| 0.13% | — | #61 | $7.8M | 286,117 | $0 | 0 | +286,117 | New Buy |
| Institute for Wealth Management, LLC. |
| 0.68% | 0.65% | #24 | $7.7M | 283,681 | $6.1M | 241,373 | +42,308+17.53% | Add |
| MATTERS CAPITAL LLC |
| 5.25% | — | #4 | $7.5M | 275,500 | $0 | 0 | +275,500 | New Buy |
| Chicago Partners Investment Group LLC |
| 0.15% | 0.12% | #53 | $7.4M | 279,179 | $5.4M | 200,078 | +79,101+39.54% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.01% | #115 | $6.7M | 246,477 | $3.5M | 139,313 | +107,164+76.92% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.02% | #109 | $6.3M | 230,670 | $4.7M | 187,196 | +43,474+23.22% | Add |
| Cornerstone Wealth Group, LLC |
| 0.35% | 0.37% | #35 | $6.0M | 218,798 | $5.7M | 215,049 | +3,749+1.74% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.06% | 0.08% | #92 | $5.4M | 198,571 | $6.2M | 247,817 | -49,246-19.87% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #149 | $4.8M | 177,760 | $3.0M | 121,235 | +56,525+46.62% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.09% | — | #71 | $4.8M | 176,904 | $0 | 0 | +176,904 | New Buy |
| Millington Financial Advisors, LLC |
| 1.6% | 1.59% | #10 | $4.1M | 154,290 | $3.8M | 139,392 | +14,898+10.69% | Add |
| Kestra Investment Management, LLC |
| 0.08% | 0.07% | #80 | $4.1M | 151,202 | $4.2M | 168,151 | -16,949-10.08% | Reduce |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.16% | 0.02% | #50 | $4.1M | 149,787 | $495,082 | 19,693 | +130,094+660.61% | Add |
| WEDBUSH SECURITIES INC |
| 0.1% | 0.08% | #66 | $4.0M | 148,705 | $2.9M | 113,763 | +34,942+30.71% | Add |
| OPPENHEIMER & CO INC |
| 0.04% | 0.04% | #101 | $3.7M | 135,127 | $3.3M | 130,601 | +4,526+3.47% | Add |
| GoalVest Advisory LLC |
| 0.65% | 0.54% | #25 | $3.5M | 129,010 | $2.8M | 110,633 | +18,377+16.61% | Add |
| Twelve Points Wealth Management LLC |
| 0.68% | 0.57% | #23 | $3.4M | 125,120 | $2.6M | 103,780 | +21,340+20.56% | Add |
| Sound Income Strategies, LLC |
| 0.15% | 0.12% | #54 | $3.3M | 120,321 | $2.6M | 102,716 | +17,605+17.14% | Add |
| Summit Financial, LLC |
| 0.03% | 0.03% | #105 | $3.2M | 117,067 | $2.6M | 102,747 | +14,320+13.94% | Add |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.12% | 0.16% | #62 | $3.2M | 116,643 | $2.2M | 89,241 | +27,402+30.71% | Add |
| Noble Wealth Management PBC |
| 1.42% | 1.8% | #14 | $3.2M | 116,303 | $3.6M | 142,071 | -25,768-18.14% | Reduce |
| Capital Analysts, LLC |
| 0.07% | 0.08% | #83 | $3.0M | 110,811 | $2.8M | 103,039 | +7,772+7.54% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #143 | $2.9M | 108,210 | $473,813 | 18,847 | +89,363+474.15% | Add |
| CORRADO ADVISORS, LLC |
| 1.49% | 1.53% | #12 | $2.9M | 116,338 | $2.9M | 116,338 | 00.00% | Unchanged |
| Savvy Advisors, Inc. |
| 0.06% | 0.04% | #90 | $2.9M | 105,307 | $1.5M | 58,489 | +46,818+80.05% | Add |
| NEW WAVE WEALTH ADVISORS LLC |
| 0.78% | 0.64% | #21 | $2.9M | 104,946 | $1.8M | 73,453 | +31,493+42.88% | Add |
| Aurora Private Wealth, Inc. |
| 1.74% | 0.88% | #9 | $2.7M | 100,669 | $1.2M | 47,530 | +53,139+111.80% | Add |
| Snowden Capital Advisors LLC |
| 0.06% | 0.03% | #87 | $2.7M | 101,068 | $1.1M | 43,545 | +57,523+132.10% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.1% | 0.04% | #69 | $2.5M | 93,103 | $929,000 | 36,963 | +56,140+151.88% | Add |
