| LPL Financial LLC |
| 0.03% | 0.02% | #48 | $117.0M | 1.8M | $87.3M | 1.5M | +277,267+18.39% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #56 | $56.4M | 859,466 | $52.1M | 899,591 | -40,125-4.46% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.07% | 0.07% | #34 | $45.6M | 695,790 | $39.1M | 675,441 | +20,349+3.01% | Add |
| Alpine Bank Wealth Management |
| 4.97% | — | #3 | $38.7M | 590,590 | $0 | 0 | +590,590 | New Buy |
| Intelligence Driven Advisers, LLC |
| 5.96% | 5.55% | #2 | $36.7M | 559,703 | $31.9M | 550,031 | +9,672+1.76% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.04% | #45 | $29.3M | 446,010 | $26.0M | 448,169 | -2,159-0.48% | Reduce |
| ARQ WEALTH ADVISORS, LLC |
| 2.05% | 2.12% | #6 | $16.6M | 247,525 | $11.8M | 203,325 | +44,200+21.74% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #70 | $16.5M | 251,557 | $13.9M | 240,166 | +11,391+4.74% | Add |
| Merit Financial Group, LLC |
| 0.1% | 0.11% | #28 | $16.2M | 246,487 | $14.2M | 244,843 | +1,644+0.67% | Add |
| Kestra Advisory Services, LLC |
| 0.05% | 0.06% | #43 | $15.9M | 242,705 | $15.7M | 270,283 | -27,578-10.20% | Reduce |
| Berkeley, Inc |
| 4.81% | 4.2% | #4 | $15.3M | 233,733 | $12.5M | 216,382 | +17,351+8.02% | Add |
| HighPoint Advisor Group LLC |
| 0.52% | 0.83% | #13 | $14.8M | 225,295 | $19.9M | 348,850 | -123,555-35.42% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.07% | 0.06% | #36 | $14.5M | 221,390 | $12.0M | 206,648 | +14,742+7.13% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #49 | $12.3M | 187,449 | $11.4M | 196,724 | -9,275-4.71% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | <0.01% | #67 | $11.4M | 174,426 | $2.4M | 40,621 | +133,805+329.40% | Add |
| Lighthouse Wealth Management Inc. |
| 7% | 6.87% | #1 | $11.3M | 171,964 | $10.1M | 174,573 | -2,609-1.49% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #59 | $9.0M | 137,761 | $4.9M | 84,326 | +53,435+63.37% | Add |
| BYRNE FINANCIAL FREEDOM, LLC |
| 3.2% | 3.54% | #5 | $8.2M | 124,932 | $7.4M | 127,824 | -2,892-2.26% | Reduce |
| PFG Advisors |
| 0.41% | 0.32% | #14 | $8.1M | 124,271 | $6.6M | 113,417 | +10,854+9.57% | Add |
| Geneos Wealth Management Inc. |
| 0.14% | 0.14% | #26 | $6.8M | 103,084 | $6.0M | 103,007 | +77+0.07% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #55 | $6.3M | 96,203 | $5.8M | 99,662 | -3,459-3.47% | Reduce |
| Tandem Financial, LLC |
| 1.84% | 1.63% | #8 | $6.1M | 93,281 | $5.1M | 88,623 | +4,658+5.26% | Add |
| Professional Financial Advisors, LLC |
| 0.86% | 0.88% | #11 | $5.0M | 75,825 | $4.3M | 74,557 | +1,268+1.70% | Add |
| World Investment Advisors |
| 0.07% | 0.07% | #37 | $4.1M | 69,973 | $4.1M | 69,973 | 00.00% | Unchanged |
| Synergy Investment Management, LLC |
| 0.94% | 1.12% | #10 | $3.9M | 59,091 | $3.4M | 59,089 | +2+0.00% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #75 | $3.8M | 57,670 | $3.1M | 54,044 | +3,626+6.71% | Add |
| Nova Wealth Management, Inc. |
| 2.05% | 2.01% | #7 | $3.7M | 56,618 | $3.1M | 53,240 | +3,378+6.34% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #86 | $3.3M | 50,115 | $3.9M | 66,984 | -16,869-25.18% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #89 | $3.2M | 48,940 | $2.5M | 42,481 | +6,459+15.20% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #57 | $2.6M | 39,986 | $640,041 | 11,052 | +28,934+261.80% | Add |
| Eagle Strategies LLC |
| 0.24% | 0.23% | #18 | $2.4M | 36,301 | $1.9M | 33,258 | +3,043+9.15% | Add |
| Sovereign Financial Group, Inc. |
| 0.32% | 0.17% | #16 | $2.2M | 33,282 | $2.0M | 34,028 | -746-2.19% | Reduce |
| Vantus Wealth LLC |
| 1.02% | — | #9 | $1.9M | 29,059 | $0 | 0 | +29,059 | New Buy |
| Advyzon Investment Management, LLC |
| 0.14% | 0.15% | #25 | $1.9M | 29,030 | $1.6M | 28,136 | +894+3.18% | Add |
| OneAscent Financial Services LLC |
| 0.09% | — | #30 | $1.8M | 27,743 | $0 | 0 | +27,743 | New Buy |
| CoreCap Advisors, LLC |
| 0.05% | 0.06% | #41 | $1.8M | 27,009 | $1.6M | 28,145 | -1,136-4.04% | Reduce |
| CCG WEALTH MANAGEMENT, LLC |
| 0.41% | 0.43% | #15 | $1.8M | 26,991 | $1.6M | 27,088 | -97-0.36% | Reduce |
| Larson Financial Group LLC |
| 0.04% | 0.04% | #44 | $1.7M | 25,667 | $1.4M | 24,256 | +1,411+5.82% | Add |
| Breakwater Capital Group |
| 0.2% | 0.2% | #21 | $1.6M | 25,072 | $1.5M | 25,478 | -406-1.59% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #77 | $1.5M | 22,536 | $1.3M | 22,421 | +115+0.51% | Add |
| Foguth Wealth Management, LLC. |
| 0.15% | 0.25% | #23 | $1.3M | 19,675 | $2.1M | 32,429 | -12,754-39.33% | Reduce |
| RFG - Bristol Wealth Advisors, LLC |
| 0.31% | 0.32% | #17 | $1.3M | 19,791 | $1.2M | 20,652 | -861-4.17% | Reduce |
| Centerpoint Advisory Group |
| 0.78% | 0.83% | #12 | $1.2M | 18,683 | $1.1M | 18,975 | -292-1.54% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #92 | $1.0M | 15,401 | $756,355 | 13,060 | +2,341+17.92% | Add |
| Advisory Alpha, LLC |
| 0.02% | 0.01% | #50 | $1.0M | 15,366 | $258,418 | 4,462 | +10,904+244.37% | Add |
| Tempus Wealth Planning, LLC |
| 0.19% | — | #22 | $952,877 | 14,530 | $0 | 0 | +14,530 | New Buy |
| RVW Wealth, LLC |
| 0.06% | 0.06% | #38 | $919,694 | 14,024 | $781,664 | 13,497 | +527+3.90% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.07% | 0.03% | #31 | $826,046 | 12,596 | $298,430 | 5,153 | +7,443+144.44% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #71 | $805,514 | 12,283 | $904,190 | 15,613 | -3,330-21.33% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #79 | $757,554 | 11,552 | $746,139 | 12,884 | -1,332-10.34% | Reduce |
