| Aptus Capital Advisors, LLC |
| 1.88% | 1.72% | #14 | $275.5M | 6.5M | $219.4M | 5.6M | +967,205+17.39% | Add |
| Integrated Wealth Concepts LLC |
| 0.75% | 0.73% | #23 | $153.5M | 3.6M | $91.2M | 2.3M | +1.3M+57.43% | Add |
| Diversified Enterprises, LLC |
| 3.97% | 4.04% | #4 | $82.0M | 1.9M | $73.7M | 1.9M | +74,149+3.97% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 3.7% | 3.82% | #6 | $65.9M | 1.6M | $60.7M | 1.5M | +23,672+1.54% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #47 | $44.0M | 1.0M | $38.5M | 975,399 | +68,264+7.00% | Add |
| BROGAN FINANCIAL, INC. |
| 13.89% | 14.18% | #1 | $34.7M | 821,442 | $32.2M | 817,618 | +3,824+0.47% | Add |
| Corient Private Wealth LLC |
| 0.02% | 0.05% | #40 | $32.4M | 768,521 | $36.7M | 931,290 | -162,769-17.48% | Reduce |
| Second Line Capital, LLC |
| 4.82% | 4.64% | #3 | $25.9M | 613,038 | $24.5M | 592,935 | +20,103+3.39% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #48 | $22.9M | 542,322 | $21.8M | 553,488 | -11,166-2.02% | Reduce |
| Park Place Capital Corp |
| 3.33% | 3.97% | #7 | $22.2M | 525,742 | $19.8M | 501,951 | +23,791+4.74% | Add |
| Waterloo Capital, L.P. |
| 1.08% | 1.28% | #18 | $19.3M | 457,187 | $18.3M | 463,754 | -6,567-1.42% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.79% | 0.74% | #21 | $15.6M | 369,268 | $10.8M | 273,404 | +95,864+35.06% | Add |
| First Heartland Consultants, Inc. |
| 0.93% | 1.67% | #19 | $14.3M | 340,127 | $21.8M | 552,154 | -212,027-38.40% | Reduce |
| United Advisor Group, LLC |
| 1.22% | 1.27% | #17 | $11.6M | 274,828 | $10.3M | 261,589 | +13,239+5.06% | Add |
| Clarus Group, Inc. |
| 3.8% | 3.8% | #5 | $11.2M | 265,889 | $10.6M | 268,489 | -2,600-0.97% | Reduce |
| 6th Street Advisors, LLC |
| 5.71% | 5.83% | #2 | $9.9M | 235,616 | $9.3M | 234,841 | +775+0.33% | Add |
| SWS Partners |
| 2.12% | 2.25% | #11 | $9.8M | 232,209 | $9.1M | 231,124 | +1,085+0.47% | Add |
| Advisory Services Network, LLC |
| 0.08% | 0.09% | #33 | $7.5M | 177,212 | $6.4M | 162,683 | +14,529+8.93% | Add |
| Financial Guidance Group, Inc. |
| 2.64% | 2.64% | #8 | $7.0M | 166,945 | $6.6M | 166,592 | +353+0.21% | Add |
| MBE Wealth Management, LLC |
| 2.11% | 2.31% | #12 | $6.0M | 142,463 | $5.6M | 141,097 | +1,366+0.97% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #55 | $5.3M | 125,562 | $5.5M | 139,059 | -13,497-9.71% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.31% | 0.32% | #28 | $5.1M | 120,182 | $4.3M | 109,519 | +10,663+9.74% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.04% | 0.04% | #36 | $4.3M | 101,940 | $3.5M | 87,817 | +14,123+16.08% | Add |
| Cushing Capital Partners, LLC |
| 2.51% | 2.48% | #9 | $3.6M | 86,299 | $3.2M | 81,746 | +4,553+5.57% | Add |
| Renasant Bank |
| 2.32% | 2.3% | #10 | $3.6M | 85,426 | $3.2M | 82,322 | +3,104+3.77% | Add |
| MARIPAU WEALTH MANAGEMENT LLC |
| 1.24% | 1.24% | #16 | $3.5M | 82,016 | $2.8M | 71,421 | +10,595+14.83% | Add |
| Tailwinds Wealth, LLC |
| 1.97% | — | #13 | $3.3M | 79,140 | $0 | 0 | +79,140 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.17% | 0.01% | #30 | $2.8M | 65,597 | $146,923 | 3,725 | +61,872+1,660.99% | Add |
| CENTRAL TRUST Co |
| 0.04% | 0.05% | #35 | $2.5M | 58,889 | $2.4M | 61,517 | -2,628-4.27% | Reduce |
| Regal Investment Advisors LLC |
| 0.13% | 0.13% | #32 | $2.5M | 58,687 | $2.3M | 58,204 | +483+0.83% | Add |
| Mendel Money Management |
| 0.88% | 0.75% | #20 | $2.4M | 56,735 | $1.8M | 45,677 | +11,058+24.21% | Add |
| Lord & Richards Wealth Management, LLC |
| 1.86% | 1.86% | #15 | $2.4M | 56,412 | $2.1M | 53,688 | +2,724+5.07% | Add |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 0.77% | 0.73% | #22 | $1.8M | 42,171 | $1.7M | 43,710 | -1,539-3.52% | Reduce |
| Independent Advisor Alliance |
| 0.04% | 0.03% | #37 | $1.6M | 38,377 | $3.2M | 82,269 | -43,892-53.35% | Reduce |
| Savvy Advisors, Inc. |
| 0.03% | 0.05% | #38 | $1.5M | 36,395 | $2.0M | 49,694 | -13,299-26.76% | Reduce |
| TrueWealth Advisors, LLC |
| 0.34% | 0.35% | #27 | $1.5M | 35,917 | $1.4M | 35,709 | +208+0.58% | Add |
| Atria Investments, Inc |
| 0.01% | 0.01% | #43 | $1.4M | 33,645 | $1.3M | 32,417 | +1,228+3.79% | Add |
| GERBER, LLC |
| 0.65% | 0.54% | #24 | $1.4M | 32,739 | $965,936 | 24,491 | +8,248+33.68% | Add |
| Diversified Trust Co |
| 0.02% | 0.02% | #41 | $1.3M | 31,008 | $1.2M | 31,008 | 00.00% | Unchanged |
| KFG WEALTH MANAGEMENT, LLC |
| 0.15% | 0.16% | #31 | $1.3M | 30,734 | $1.3M | 32,236 | -1,502-4.66% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #51 | $1.0M | 24,455 | $963,031 | 24,418 | +37+0.15% | Add |
| Prospera Financial Services Inc |
| 0.01% | — | #44 | $970,364 | 23,001 | $0 | 0 | +23,001 | New Buy |
| VISIONARY HORIZONS, LLC |
| 0.39% | 0.32% | #25 | $930,349 | 22,051 | $655,026 | 16,608 | +5,443+32.77% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #63 | $922,000 | 21,858 | $457,000 | 11,598 | +10,260+88.46% | Add |
| Second Half Financial Partners, LLC |
| 0.35% | 0.36% | #26 | $861,900 | 20,429 | $796,372 | 20,192 | +237+1.17% | Add |
| RFG Advisory, LLC |
| 0.01% | 0.02% | #46 | $711,595 | 16,866 | $1.3M | 32,744 | -15,878-48.49% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #64 | $498,981 | 11,827 | $0 | 0 | +11,827 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #67 | $438,101 | 10,384 | $1.4M | 35,233 | -24,849-70.53% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #57 | $417,520 | 9,890 | $401,243 | 10,167 | -277-2.72% | Reduce |
| Heritage Wealth Management, Inc. |
| 0.08% | 0.15% | #34 | $330,348 | 7,830 | $308,815 | 7,830 | 00.00% | Unchanged |
