| Gradient Investments LLC |
| 2.09% | 2.35% | #16 | $151.2M | 3.1M | $151.6M | 3.1M | +10,649+0.35% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.07% | #47 | $54.5M | 1.1M | $45.2M | 915,683 | +193,663+21.15% | Add |
| Advocacy Wealth Management, LLC |
| 2.28% | 2.29% | #14 | $51.7M | 1.0M | $51.7M | 1.0M | 00.00% | Unchanged |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.39% | 0.39% | #30 | $37.7M | 766,994 | $31.5M | 637,231 | +129,763+20.36% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #73 | $36.8M | 750,310 | $35.9M | 727,272 | +23,038+3.17% | Add |
| EVERGREEN CAPITAL MANAGEMENT LLC |
| 0.58% | 0.73% | #28 | $33.3M | 678,657 | $33.9M | 686,434 | -7,777-1.13% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #72 | $26.3M | 535,147 | $23.7M | 479,800 | +55,347+11.54% | Add |
| Astoria Portfolio Advisors LLC. |
| 3.75% | 3.36% | #7 | $22.2M | 453,096 | $15.8M | 319,188 | +133,908+41.95% | Add |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
| 0.31% | — | #33 | $21.7M | 441,639 | $0 | 0 | +441,639 | New Buy |
| Signal Advisors Wealth, LLC |
| 0.94% | 0.99% | #22 | $18.7M | 380,753 | $14.4M | 291,623 | +89,130+30.56% | Add |
| Mattson Financial Services, LLC |
| 3.55% | 3.87% | #10 | $17.3M | 355,426 | $16.2M | 327,954 | +27,472+8.38% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.11% | 0.12% | #44 | $17.2M | 350,562 | $15.4M | 311,576 | +38,986+12.51% | Add |
| Legacy CG, LLC |
| 4.28% | 4.58% | #3 | $16.7M | 340,863 | $16.5M | 334,150 | +6,713+2.01% | Add |
| Hobbs Group Advisors, LLC |
| 4.13% | 3.16% | #5 | $15.7M | 319,516 | $10.6M | 213,937 | +105,579+49.35% | Add |
| TPG Financial Advisors, LLC |
| 5.17% | 4.95% | #1 | $15.2M | 308,262 | $15.2M | 308,262 | 00.00% | Unchanged |
| Compound Planning, Inc. |
| 0.36% | 0.36% | #32 | $13.9M | 282,956 | $11.8M | 239,485 | +43,471+18.15% | Add |
| AMI INVESTMENT MANAGEMENT INC |
| 2.68% | 2.76% | #13 | $12.6M | 257,109 | $12.3M | 248,126 | +8,983+3.62% | Add |
| Savvy Advisors, Inc. |
| 0.26% | 0.31% | #38 | $12.2M | 248,073 | $11.4M | 231,819 | +16,254+7.01% | Add |
| Brown Financial Advisors |
| 3.72% | 3.81% | #8 | $10.6M | 216,939 | $10.1M | 203,658 | +13,281+6.52% | Add |
| W.G. Shaheen & Associates DBA Whitney & Co |
| 0.75% | 0.81% | #25 | $10.2M | 208,134 | $9.8M | 197,487 | +10,647+5.39% | Add |
| Mariner, LLC |
| 0.01% | 0.01% | #67 | $9.5M | 193,432 | $9.4M | 190,761 | +2,671+1.40% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #91 | $8.8M | 179,721 | $17.7M | 356,663 | -176,942-49.61% | Reduce |
| Motley Fool Wealth Management, LLC |
| 0.86% | 0.87% | #24 | $7.7M | 155,054 | $7.7M | 155,054 | 00.00% | Unchanged |
| New Republic Capital, LLC |
| 1.76% | 2.31% | #18 | $7.6M | 155,313 | $6.9M | 138,900 | +16,413+11.82% | Add |
| Compass Financial Group, Inc. (Ohio) |
| 4.69% | 4.46% | #2 | $7.0M | 142,818 | $6.1M | 123,300 | +19,518+15.83% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #63 | $6.7M | 136,879 | $4.4M | 89,541 | +47,338+52.87% | Add |
| Paladin Wealth, LLC |
| 3.58% | 3.71% | #9 | $6.2M | 125,458 | $5.4M | 109,238 | +16,220+14.85% | Add |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
| 4.08% | 3.95% | #6 | $5.8M | 119,008 | $5.9M | 120,380 | -1,372-1.14% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.04% | #55 | $5.6M | 113,763 | $4.8M | 98,024 | +15,739+16.06% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.02% | #68 | $5.6M | 113,092 | $8.7M | 175,469 | -62,377-35.55% | Reduce |
| Lord & Richards Wealth Management, LLC |
| 4.27% | 4.55% | #4 | $5.5M | 111,171 | $5.2M | 104,954 | +6,217+5.92% | Add |
| MATHER GROUP, LLC. |
| 0.04% | 0.04% | #51 | $4.2M | 86,350 | $4.2M | 84,181 | +2,169+2.58% | Add |
| Global Wealth Management Investment Advisory, Inc. |
| 0.6% | 0.66% | #27 | $4.2M | 86,194 | $4.2M | 84,863 | +1,331+1.57% | Add |
| Apollon Wealth Management, LLC |
| 0.05% | — | #49 | $4.0M | 82,253 | $0 | 0 | +82,253 | New Buy |
| MARIPAU WEALTH MANAGEMENT LLC |
| 1.38% | 1.61% | #20 | $3.9M | 78,416 | $3.7M | 73,982 | +4,434+5.99% | Add |
| Mendel Money Management |
| 1.41% | 1.08% | #19 | $3.8M | 78,202 | $2.6M | 52,234 | +25,968+49.71% | Add |
| Oregon Pacific Wealth Management, LLC |
| 3.53% | 3.97% | #11 | $3.8M | 76,636 | $3.8M | 76,988 | -352-0.46% | Reduce |
| Key FInancial Inc |
| 0.62% | — | #26 | $3.8M | 76,610 | $0 | 0 | +76,610 | New Buy |
| Tailwinds Wealth, LLC |
| 2.21% | 3.08% | #15 | $3.7M | 76,288 | $1.3M | 25,472 | +50,816+199.50% | Add |
| PUFF WEALTH MANAGEMENT, LLC |
| 3.13% | — | #12 | $3.1M | 62,570 | $0 | 0 | +62,570 | New Buy |
| Ashton Thomas Private Wealth, LLC |
| 0.06% | — | #48 | $3.0M | 61,264 | $0 | 0 | +61,264 | New Buy |
| Cushing Capital Partners, LLC |
| 1.99% | 2.18% | #17 | $2.9M | 58,798 | $2.8M | 57,472 | +1,326+2.31% | Add |
| Great Diamond Partners, LLC |
| 0.46% | 0.5% | #29 | $2.7M | 54,765 | $2.6M | 52,118 | +2,647+5.08% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #79 | $2.2M | 44,648 | $284,034 | 5,752 | +38,896+676.22% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #92 | $2.1M | 43,298 | $2.1M | 42,307 | +991+2.34% | Add |
| RITHOLTZ WEALTH MANAGEMENT |
| 0.03% | 0.04% | #54 | $2.0M | 41,426 | $2.1M | 42,849 | -1,423-3.32% | Reduce |
| OmniStar Financial Group, Inc. |
| 0.93% | 0.97% | #23 | $2.0M | 41,330 | $1.9M | 38,009 | +3,321+8.74% | Add |
| Aptus Capital Advisors, LLC |
| 0.01% | 0.01% | #65 | $1.6M | 33,052 | $1.3M | 25,748 | +7,304+28.37% | Add |
| Milestones Private Investment Advisors LLC |
| 1.28% | 1.43% | #21 | $1.6M | 32,861 | $1.6M | 32,887 | -26-0.08% | Reduce |
| SILVERLAKE WEALTH MANAGEMENT LLC |
| 0.28% | 0.24% | #34 | $1.5M | 29,580 | $1.1M | 23,223 | +6,357+27.37% | Add |
