| Integrated Wealth Concepts LLC |
| 0.44% | 0.33% | #6 | $89.1M | 1.6M | $41.3M | 884,151 | +726,983+82.22% | Add |
| Ashton Thomas Private Wealth, LLC |
| 1.69% | 1.23% | #3 | $81.0M | 1.5M | $51.9M | 1.1M | +353,997+31.86% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.02% | #33 | $52.2M | 943,344 | $50.9M | 1.1M | -147,807-13.55% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #39 | $41.4M | 747,914 | $36.1M | 772,223 | -24,309-3.15% | Reduce |
| Prospera Financial Services Inc |
| 0.36% | 0.46% | #9 | $24.5M | 442,285 | $28.3M | 606,601 | -164,316-27.09% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.18% | 0.15% | #12 | $21.8M | 393,733 | $15.8M | 337,714 | +56,019+16.59% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #40 | $21.0M | 379,534 | $17.7M | 378,642 | +892+0.24% | Add |
| Pacific Sage Partners, LLC |
| 2.78% | 2.86% | #2 | $19.5M | 353,250 | $18.2M | 389,686 | -36,436-9.35% | Reduce |
| IHT Wealth Management, LLC |
| 0.38% | 0.54% | #8 | $18.1M | 326,874 | $23.1M | 495,627 | -168,753-34.05% | Reduce |
| AlphaCore Capital LLC |
| 0.2% | 0.2% | #11 | $10.7M | 193,189 | $8.6M | 183,764 | +9,425+5.13% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.04% | 0.04% | #24 | $8.7M | 156,703 | $7.6M | 162,848 | -6,145-3.77% | Reduce |
| SkyOak Wealth, LLC |
| 1.31% | 1.26% | #4 | $8.0M | 144,880 | $6.9M | 147,572 | -2,692-1.82% | Reduce |
| Vise Technologies, Inc. |
| 0.08% | 0.09% | #18 | $7.1M | 127,534 | $4.6M | 93,695 | +33,839+36.12% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #35 | $7.0M | 125,537 | $6.4M | 134,842 | -9,305-6.90% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | — | #50 | $6.6M | 119,349 | $0 | 0 | +119,349 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #60 | $6.4M | 115,144 | $13.0M | 269,989 | -154,845-57.35% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #36 | $5.8M | 105,296 | $5.0M | 107,599 | -2,303-2.14% | Reduce |
| Independent Wealth Advisors LLC |
| 3.87% | 3.45% | #1 | $4.3M | 77,252 | $3.5M | 75,287 | +1,965+2.61% | Add |
| Discipline Wealth Solutions, LLC |
| 0.31% | 0.3% | #10 | $3.5M | 63,936 | $2.9M | 62,033 | +1,903+3.07% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #37 | $3.0M | 54,233 | $2.6M | 56,645 | -2,412-4.26% | Reduce |
| Virtu Financial LLC |
| 0.09% | — | #17 | $3.0M | 53,908 | $0 | 0 | +53,908 | New Buy |
| ROMAN BUTLER FULLERTON & CO |
| 0.7% | 0.71% | #5 | $2.9M | 53,440 | $2.6M | 53,244 | +196+0.37% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #46 | $2.6M | 47,910 | $2.2M | 47,065 | +845+1.80% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #62 | $2.4M | 44,251 | $1.5M | 32,480 | +11,771+36.24% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.04% | 0.04% | #25 | $2.3M | 40,827 | $1.9M | 40,877 | -50-0.12% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.02% | 0.02% | #31 | $2.3M | 40,687 | $1.9M | 40,737 | -50-0.12% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #42 | $2.0M | 36,100 | $1.6M | 34,124 | +1,976+5.79% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #67 | $1.3M | 22,712 | $729,041 | 15,616 | +7,096+45.44% | Add |
| Destiny Wealth Partners, LLC |
| 0.14% | 0.1% | #14 | $1.0M | 18,482 | $927,968 | 19,877 | -1,395-7.02% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #52 | $940,757 | 17,007 | $546,289 | 11,699 | +5,308+45.37% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #51 | $888,555 | 16,065 | $820,031 | 17,565 | -1,500-8.54% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #64 | $805,333 | 14,560 | $679,754 | 14,560 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #56 | $745,118 | 13,472 | $627,764 | 13,446 | +26+0.19% | Add |
| Keating Financial Advisory Services, Inc. |
| 0.1% | 0.12% | #16 | $736,861 | 13,322 | $771,355 | 16,522 | -3,200-19.37% | Reduce |
| GTS SECURITIES LLC |
| 0.01% | 0.04% | #34 | $650,667 | 11,764 | $1.2M | 25,939 | -14,175-54.65% | Reduce |
| ARQ WEALTH ADVISORS, LLC |
| 0.07% | 0.11% | #19 | $602,867 | 10,995 | $584,596 | 12,522 | -1,527-12.19% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #70 | $590,821 | 10,682 | $525,912 | 11,265 | -583-5.18% | Reduce |
| J2 Capital Management Inc |
| 0.39% | 2.46% | #7 | $577,215 | 10,436 | $3.6M | 76,711 | -66,275-86.40% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #61 | $502,270 | 9,081 | $433,931 | 9,295 | -214-2.30% | Reduce |
| Beacon Pointe Advisors, LLC |
| <0.01% | — | #47 | $472,108 | 8,536 | $0 | 0 | +8,536 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #63 | $418,475 | 7,566 | $326,795 | 7,000 | +566+8.09% | Add |
| Cetera Investment Advisers |
| <0.01% | — | #59 | $405,754 | 7,336 | $0 | 0 | +7,336 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #68 | $387,638 | 7,008 | $384,426 | 8,234 | -1,226-14.89% | Reduce |
| Leonard Rickey Investment Advisors P.L.L.C. |
| 0.06% | 0.06% | #22 | $383,428 | 6,932 | $320,605 | 6,867 | +65+0.95% | Add |
| HERITAGE OAK WEALTH ADVISORS LLC |
| 0.11% | 0.08% | #15 | $363,292 | 6,568 | $252,816 | 5,415 | +1,153+21.29% | Add |
| Ethos Financial Group, LLC |
| 0.02% | — | #28 | $347,996 | 6,529 | $0 | 0 | +6,529 | New Buy |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.01% | — | #38 | $329,869 | 5,964 | $0 | 0 | +5,964 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #45 | $329,095 | 5,950 | $260,505 | 5,580 | +370+6.63% | Add |
| Signal Advisors Wealth, LLC |
| 0.02% | 0.04% | #32 | $326,771 | 5,908 | $546,267 | 11,701 | -5,793-49.51% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | <0.01% | #58 | $295,079 | 5,335 | $718,000 | 15,393 | -10,058-65.34% | Reduce |
