| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.22% | 0.26% | #21 | $130.9M | 2.6M | $117.0M | 2.4M | +213,940+8.92% | Add |
| WADDELL & ASSOCIATES, LLC |
| 4.15% | 4.6% | #3 | $84.0M | 1.7M | $81.5M | 1.7M | +33,711+2.00% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #40 | $80.5M | 1.6M | $68.1M | 1.4M | +238,877+16.95% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.07% | #30 | $56.8M | 1.2M | $51.0M | 1.1M | +108,056+10.25% | Add |
| Tidemark, LLC |
| 4.55% | 4.99% | #2 | $20.2M | 413,985 | $19.6M | 406,025 | +7,960+1.96% | Add |
| Private Advisor Group, LLC |
| 0.09% | 0.09% | #27 | $20.2M | 413,408 | $20.2M | 417,708 | -4,300-1.03% | Reduce |
| ARQ WEALTH ADVISORS, LLC |
| 2.25% | 2.28% | #4 | $18.1M | 357,877 | $12.6M | 261,202 | +96,675+37.01% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #52 | $14.4M | 295,528 | $14.2M | 294,377 | +1,151+0.39% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #64 | $13.8M | 283,227 | $12.7M | 263,275 | +19,952+7.58% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #44 | $13.8M | 281,777 | $12.5M | 258,002 | +23,775+9.22% | Add |
| Meridian Wealth Management, LLC |
| 0.37% | 0.43% | #19 | $12.1M | 246,844 | $12.1M | 250,494 | -3,650-1.46% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #70 | $10.0M | 203,914 | $14.4M | 297,945 | -94,031-31.56% | Reduce |
| CHANNEL WEALTH LLC |
| 2.1% | 1.98% | #5 | $9.4M | 191,519 | $8.2M | 168,652 | +22,867+13.56% | Add |
| SIERRA OCEAN, LLC |
| 6.22% | 7.11% | #1 | $9.0M | 183,824 | $8.7M | 179,175 | +4,649+2.59% | Add |
| Snowden Capital Advisors LLC |
| 0.16% | — | #24 | $6.8M | 138,407 | $0 | 0 | +138,407 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #69 | $6.4M | 131,896 | $5.7M | 117,515 | +14,381+12.24% | Add |
| TITLEIST ASSET MANAGEMENT, LLC |
| 0.42% | 0.44% | #18 | $6.2M | 127,370 | $5.8M | 120,072 | +7,298+6.08% | Add |
| Bravera Wealth |
| 2.1% | 2.18% | #6 | $5.5M | 111,896 | $4.8M | 100,277 | +11,619+11.59% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #47 | $5.2M | 105,678 | $5.5M | 114,530 | -8,852-7.73% | Reduce |
| Equitable Holdings, Inc. |
| 0.03% | 0.03% | #35 | $5.1M | 104,260 | $4.2M | 91,404 | +12,856+14.07% | Add |
| Synergy Investment Management, LLC |
| 1.22% | 1.54% | #10 | $5.1M | 103,598 | $4.7M | 97,071 | +6,527+6.72% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.21% | 0.18% | #22 | $4.3M | 88,727 | $3.5M | 73,115 | +15,612+21.35% | Add |
| &PARTNERS |
| 0.02% | 0.02% | #41 | $4.2M | 86,464 | $3.7M | 76,932 | +9,532+12.39% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #51 | $4.2M | 85,172 | $3.2M | 65,408 | +19,764+30.22% | Add |
| CreativeOne Wealth, LLC |
| 0.08% | 0.1% | #28 | $3.8M | 77,494 | $4.1M | 85,728 | -8,234-9.60% | Reduce |
| Tactive Advisors, LLC |
| 0.65% | 1.44% | #12 | $2.6M | 54,012 | $5.1M | 105,599 | -51,587-48.85% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.05% | 0.04% | #34 | $2.6M | 54,238 | $2.6M | 54,238 | 00.00% | Unchanged |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #59 | $2.6M | 53,193 | $2.1M | 42,742 | +10,451+24.45% | Add |
| Able Wealth Management LLC |
| 0.57% | 1.03% | #14 | $2.5M | 50,486 | $3.8M | 79,411 | -28,925-36.42% | Reduce |
| Investment Partners Asset Management, Inc. |
| 1.24% | 1.32% | #9 | $2.2M | 45,650 | $2.1M | 44,212 | +1,438+3.25% | Add |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
| 1.58% | 1.4% | #8 | $2.1M | 46,194 | $2.1M | 43,083 | +3,111+7.22% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #67 | $1.8M | 37,618 | $1.5M | 30,085 | +7,533+25.04% | Add |
| Advisor Resource Council |
| 0.52% | 0.41% | #16 | $1.8M | 36,891 | $1.3M | 26,454 | +10,437+39.45% | Add |
| Envision Financial Transparency, LLC |
| 1.73% | 1.73% | #7 | $1.8M | 36,773 | $1.8M | 36,773 | 00.00% | Unchanged |
| Koshinski Asset Management, Inc. |
| 0.09% | 0.1% | #26 | $1.7M | 35,790 | $1.6M | 33,542 | +2,248+6.70% | Add |
| Western Wealth Management, LLC |
| 0.06% | 0.06% | #31 | $1.7M | 35,560 | $1.5M | 30,825 | +4,735+15.36% | Add |
| NewEdge Advisors, LLC |
| <0.01% | — | #60 | $1.7M | 34,206 | $0 | 0 | +34,206 | New Buy |
| Sonoma Allocations LLC |
| 0.57% | 0.25% | #13 | $1.5M | 30,383 | $734,826 | 15,061 | +15,322+101.73% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.02% | #38 | $1.4M | 28,303 | $1.4M | 28,727 | -424-1.48% | Reduce |
| Lifetime Wealth Management P.C. |
| 0.69% | 1.13% | #11 | $1.2M | 24,191 | $2.0M | 41,044 | -16,853-41.06% | Reduce |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #48 | $1.0M | 20,705 | $932,962 | 19,296 | +1,409+7.30% | Add |
| Nova Wealth Management, Inc. |
| 0.51% | 0.62% | #17 | $928,775 | 19,009 | $945,506 | 19,555 | -546-2.79% | Reduce |
| MONECO ADVISORS, LLC |
| 0.05% | 0.05% | #33 | $872,214 | 17,851 | $655,821 | 13,564 | +4,287+31.61% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #79 | $860,229 | 17,606 | $405,947 | 8,396 | +9,210+109.70% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.01% | — | #53 | $820,777 | 16,799 | $0 | 0 | +16,799 | New Buy |
| MUIRFIELD WEALTH ADVISORS LLC |
| 0.52% | 0.58% | #15 | $794,708 | 16,265 | $784,575 | 16,227 | +38+0.23% | Add |
| Ameritas Advisory Services, LLC |
| 0.02% | <0.01% | #42 | $765,581 | 15,669 | $89,109 | 1,843 | +13,826+750.19% | Add |
| HRT FINANCIAL LP |
| <0.01% | — | #71 | $719,170 | 14,719 | $0 | 0 | +14,719 | New Buy |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #57 | $711,365 | 14,560 | $1.1M | 22,575 | -8,015-35.50% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #81 | $675,245 | 13,820 | $539,103 | 11,150 | +2,670+23.95% | Add |
