| Cetera Investment Advisers |
| 0.06% | 0.06% | #38 | $63.3M | 1.8M | $57.7M | 1.8M | +44,161+2.45% | Add |
| Allworth Financial LP |
| 0.27% | 0.24% | #24 | $62.6M | 1.8M | $59.1M | 1.8M | -20,417-1.11% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.07% | 0.07% | #36 | $55.6M | 1.6M | $46.9M | 1.5M | +157,319+10.75% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #69 | $35.5M | 1.0M | $36.1M | 1.1M | -92,838-8.24% | Reduce |
| Ausdal Financial Partners, Inc. |
| 0.85% | 0.84% | #11 | $21.6M | 630,748 | $18.9M | 589,611 | +41,137+6.98% | Add |
| MARIPAU WEALTH MANAGEMENT LLC |
| 7.42% | 8.41% | #3 | $20.8M | 609,086 | $19.1M | 596,870 | +12,216+2.05% | Add |
| Signal Advisors Wealth, LLC |
| 1.01% | 1.27% | #9 | $20.1M | 585,265 | $18.5M | 576,470 | +8,795+1.53% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.04% | 0.04% | #47 | $17.5M | 510,791 | $13.0M | 404,537 | +106,254+26.27% | Add |
| Financial Strategies Group, Inc. |
| 2.51% | 2.5% | #5 | $15.7M | 456,621 | $15.0M | 446,691 | +9,930+2.22% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.14% | 0.14% | #29 | $12.8M | 373,482 | $11.0M | 343,304 | +30,178+8.79% | Add |
| Keystone Financial Services, LLC |
| 7.61% | 7.77% | #1 | $12.7M | 369,114 | $11.5M | 360,316 | +8,798+2.44% | Add |
| NewEdge Advisors, LLC |
| 0.04% | 0.04% | #46 | $12.5M | 365,172 | $10.3M | 322,269 | +42,903+13.31% | Add |
| Copley Financial Group, Inc. |
| 7.43% | 6.85% | #2 | $12.3M | 358,334 | $11.4M | 354,430 | +3,904+1.10% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #67 | $9.3M | 271,131 | $8.2M | 256,789 | +14,342+5.59% | Add |
| Bison Wealth, LLC |
| 0.82% | 0.88% | #12 | $9.0M | 261,166 | $9.1M | 267,128 | -5,962-2.23% | Reduce |
| Sigma Planning Corp |
| 0.2% | 0.21% | #26 | $8.1M | 235,149 | $7.6M | 238,294 | -3,145-1.32% | Reduce |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 4.74% | 5.66% | #4 | $8.1M | 234,797 | $7.7M | 241,755 | -6,958-2.88% | Reduce |
| VERUS CAPITAL PARTNERS, LLC |
| 0.42% | 0.48% | #18 | $7.8M | 228,739 | $7.0M | 217,742 | +10,997+5.05% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.02% | #53 | $7.8M | 228,576 | $6.1M | 191,680 | +36,896+19.25% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #79 | $6.4M | 185,188 | $8.3M | 259,518 | -74,330-28.64% | Reduce |
| Core Wealth Advisors, Inc. |
| 1.22% | 1.31% | #7 | $6.1M | 176,508 | $5.5M | 171,712 | +4,796+2.79% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #61 | $5.9M | 170,649 | $5.7M | 177,398 | -6,749-3.80% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #84 | $5.3M | 155,785 | $3.9M | 122,635 | +33,150+27.03% | Add |
| World Investment Advisors |
| 0.08% | 0.08% | #33 | $5.1M | 150,119 | $4.8M | 151,185 | -1,066-0.71% | Reduce |
| Merit Financial Group, LLC |
| 0.03% | 0.03% | #50 | $5.0M | 146,873 | $4.4M | 136,008 | +10,865+7.99% | Add |
| Storen Legacy Partners, LLC |
| 1.2% | 1.33% | #8 | $4.4M | 128,302 | $4.3M | 132,697 | -4,395-3.31% | Reduce |
| Advisory Services Network, LLC |
| 0.05% | 0.05% | #42 | $4.1M | 118,433 | $3.7M | 114,239 | +4,194+3.67% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.05% | 0.05% | #43 | $3.4M | 99,327 | $3.2M | 98,933 | +394+0.40% | Add |
| COMPASS FINANCIAL MANAGEMENT LLC |
| 0.39% | — | #20 | $3.3M | 97,435 | $0 | 0 | +97,435 | New Buy |
| Stratos Investment Management, LLC |
| 0.12% | 0.12% | #30 | $3.2M | 94,469 | $3.0M | 94,064 | +405+0.43% | Add |
| ODonnell Financial Services, LLC |
| 0.95% | 1.05% | #10 | $3.2M | 93,739 | $3.1M | 95,514 | -1,775-1.86% | Reduce |
| Waverly Advisors, LLC |
| 0.01% | 0.02% | #59 | $2.6M | 75,182 | $2.5M | 78,584 | -3,402-4.33% | Reduce |
| Independent Wealth Network Inc. |
| 0.6% | 0.66% | #15 | $2.4M | 68,887 | $2.2M | 69,111 | -224-0.32% | Reduce |
| Glen Eagle Advisors, LLC |
| 0.27% | 0.23% | #23 | $2.2M | 63,309 | $1.6M | 50,271 | +13,038+25.94% | Add |
| Chicago Partners Investment Group LLC |
| 0.04% | 0.05% | #44 | $2.1M | 61,741 | $2.2M | 66,139 | -4,398-6.65% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.04% | 0.05% | #45 | $2.1M | 60,967 | $606,614 | 29,433 | +31,534+107.14% | Add |
| RFG Advisory, LLC |
| 0.03% | 0.04% | #49 | $2.1M | 60,139 | $2.3M | 71,199 | -11,060-15.53% | Reduce |
| OPTIMA CAPITAL LLC |
| 0.81% | 0.92% | #13 | $2.1M | 59,901 | $2.0M | 62,110 | -2,209-3.56% | Reduce |
| Capital Analysts, LLC |
| 0.05% | 0.06% | #41 | $2.0M | 58,549 | $2.0M | 63,338 | -4,789-7.56% | Reduce |
| Brookstone Capital Management |
| 0.02% | 0.01% | #57 | $1.9M | 56,132 | $698,023 | 21,783 | +34,349+157.69% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.03% | 0.04% | #48 | $1.9M | 55,327 | $1.8M | 55,248 | +79+0.14% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #78 | $1.8M | 52,151 | $1.7M | 54,604 | -2,453-4.49% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #70 | $1.5M | 43,708 | $1.3M | 40,711 | +2,997+7.36% | Add |
| Ascension Capital Advisors, Inc. |
| 0.41% | 0.42% | #19 | $1.5M | 42,714 | $1.3M | 41,859 | +855+2.04% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.15% | — | #27 | $1.4M | 41,922 | $0 | 0 | +41,922 | New Buy |
| Financial Network Wealth Advisors LLC |
| 1.44% | 1.41% | #6 | $1.4M | 41,369 | $1.4M | 42,970 | -1,601-3.73% | Reduce |
| Cascades Capital Asset Management, LLC |
| 0.51% | 0.56% | #17 | $1.4M | 39,815 | $1.3M | 41,590 | -1,775-4.27% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.07% | 0.07% | #35 | $1.3M | 38,237 | $1.2M | 38,066 | +171+0.45% | Add |
| Geneos Wealth Management Inc. |
| 0.03% | 0.03% | #54 | $1.2M | 35,980 | $1.1M | 35,608 | +372+1.04% | Add |
| Comprehensive Financial Planning, Inc./PA |
| 0.65% | 0.83% | #14 | $1.2M | 35,628 | $1.2M | 37,219 | -1,591-4.27% | Reduce |