| OxenFree Capital LLC |
| 20.88% | 20.42% | #1 | $45.5M | 941,766 | $42.1M | 932,285 | +9,481+1.02% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #77 | $31.0M | 641,933 | $25.7M | 612,167 | +29,766+4.86% | Add |
| UPTICK PARTNERS, LLC |
| 4.4% | 4.06% | #6 | $28.3M | 585,228 | $20.4M | 485,633 | +99,595+20.51% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.03% | #56 | $23.7M | 490,861 | $18.8M | 447,930 | +42,931+9.58% | Add |
| United Advisor Group, LLC |
| 1.99% | 1.96% | #10 | $18.9M | 391,287 | $15.9M | 379,492 | +11,795+3.11% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #70 | $18.4M | 380,950 | $16.5M | 392,074 | -11,124-2.84% | Reduce |
| Kestra Advisory Services, LLC |
| 0.05% | 0.04% | #47 | $14.8M | 306,494 | $11.2M | 267,802 | +38,692+14.45% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | <0.01% | #86 | $13.8M | 292,430 | $10.3M | 252,244 | +40,186+15.93% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #96 | $13.5M | 278,725 | $11.1M | 265,132 | +13,593+5.13% | Add |
| Weaver Capital Management LLC |
| 2.55% | 2.53% | #9 | $11.7M | 277,643 | $11.7M | 277,643 | 00.00% | Unchanged |
| Ethos Financial Group, LLC |
| 0.75% | 0.69% | #14 | $11.3M | 233,512 | $9.4M | 230,875 | +2,637+1.14% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #73 | $10.2M | 210,916 | $8.6M | 205,724 | +5,192+2.52% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | 0.01% | #90 | $9.0M | 186,785 | $9.4M | 223,565 | -36,780-16.45% | Reduce |
| Ascent Advisors, LLC |
| 9.98% | — | #2 | $8.7M | 179,376 | $0 | 0 | +179,376 | New Buy |
| SECURED RETIREMENT ADVISORS, LLC |
| 4.44% | 4.42% | #5 | $8.6M | 179,003 | $7.8M | 186,029 | -7,026-3.78% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.09% | 0.09% | #39 | $8.6M | 178,599 | $7.0M | 165,680 | +12,919+7.80% | Add |
| Sage Capital Management, LLC |
| 2.93% | 2.81% | #8 | $7.5M | 155,447 | $6.0M | 142,425 | +13,022+9.14% | Add |
| Hegarty Advisors, LLC |
| 5.05% | 5.02% | #4 | $7.3M | 151,992 | $6.4M | 151,734 | +258+0.17% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #110 | $7.2M | 148,444 | $6.3M | 150,820 | -2,376-1.58% | Reduce |
| Essex Financial Services, Inc. |
| 0.36% | 0.35% | #24 | $7.2M | 148,241 | $6.2M | 148,534 | -293-0.20% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #107 | $6.7M | 138,770 | $4.4M | 104,666 | +34,104+32.58% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #83 | $6.5M | 134,598 | $5.8M | 137,888 | -3,290-2.39% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #122 | $5.7M | 117,920 | $4.8M | 113,937 | +3,983+3.50% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #116 | $5.3M | 109,811 | $5.2M | 123,834 | -14,023-11.32% | Reduce |
| Fairman Group, LLC |
| 4.1% | 3.87% | #7 | $5.2M | 108,020 | $4.5M | 107,744 | +276+0.26% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #81 | $4.6M | 95,666 | $3.3M | 78,411 | +17,255+22.01% | Add |
| Betterment LLC |
| 0.01% | 0.01% | #80 | $4.4M | 91,263 | $3.5M | 82,611 | +8,652+10.47% | Add |
| WealthPlan Investment Management, LLC |
| 0.21% | 0.2% | #29 | $4.1M | 85,488 | $3.6M | 85,958 | -470-0.55% | Reduce |
| Sanctuary Advisors, LLC |
| 0.02% | 0.02% | #66 | $3.9M | 81,714 | $3.4M | 81,487 | +227+0.28% | Add |
| Visionary Wealth Advisors |
| 0.15% | 0.16% | #35 | $3.7M | 77,013 | $3.7M | 88,163 | -11,150-12.65% | Reduce |
| S.A. Mason LLC |
| 1.13% | 1.17% | #11 | $3.7M | 75,856 | $3.1M | 74,144 | +1,712+2.31% | Add |
| FINANCIAL MANAGEMENT NETWORK INC |
| 0.52% | 0.47% | #20 | $3.6M | 75,618 | $3.1M | 70,363 | +5,255+7.47% | Add |
| Creative Planning |
| <0.01% | <0.01% | #100 | $3.5M | 73,163 | $3.1M | 73,136 | +27+0.04% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #87 | $3.5M | 72,785 | $3.1M | 74,992 | -2,207-2.94% | Reduce |
| Stenger Family Office, LLC |
| 0.53% | 0.59% | #19 | $3.3M | 67,634 | $3.3M | 79,721 | -12,087-15.16% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #88 | $2.7M | 55,615 | $2.1M | 50,458 | +5,157+10.22% | Add |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
| 0.19% | 0.19% | #31 | $2.6M | 54,819 | $2.3M | 54,596 | +223+0.41% | Add |
| Curran Financial Partners, LLC |
| 0.39% | 0.3% | #22 | $2.6M | 54,303 | $1.7M | 39,681 | +14,622+36.85% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #93 | $2.2M | 46,209 | $1.5M | 36,163 | +10,046+27.78% | Add |
| CreativeOne Wealth, LLC |
| 0.05% | 0.05% | #48 | $2.2M | 45,734 | $2.1M | 51,167 | -5,433-10.62% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | 0.01% | #91 | $2.1M | 42,864 | $2.1M | 49,894 | -7,030-14.09% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #127 | $2.0M | 41,000 | $681,593 | 16,240 | +24,760+152.46% | Add |
| Geneos Wealth Management Inc. |
| 0.04% | 0.04% | #51 | $1.9M | 38,579 | $1.6M | 38,076 | +503+1.32% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #133 | $1.7M | 35,366 | $999,432 | 23,813 | +11,553+48.52% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #103 | $1.7M | 34,495 | $1.8M | 43,573 | -9,078-20.83% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #102 | $1.6M | 33,427 | $1.4M | 32,726 | +701+2.14% | Add |
| World Investment Advisors |
| 0.02% | 0.02% | #58 | $1.5M | 35,898 | $1.5M | 35,898 | 00.00% | Unchanged |
| &PARTNERS |
| 0.01% | 0.01% | #84 | $1.4M | 29,793 | $1.3M | 31,950 | -2,157-6.75% | Reduce |
| Second Half Financial Partners, LLC |
| 0.59% | 0.56% | #18 | $1.4M | 29,659 | $1.3M | 29,860 | -201-0.67% | Reduce |
| PARAGON CAPITAL MANAGEMENT INC |
| 1.02% | 1% | #12 | $1.4M | 28,382 | $1.2M | 28,011 | +371+1.32% | Add |
