| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.81% | 0.92% | #18 | $492.8M | 9.8M | $422.1M | 8.4M | +1.4M+16.70% | Add |
| Focus Partners Wealth |
| 0.06% | 0.06% | #49 | $54.4M | 1.1M | $55.2M | 1.1M | -14,200-1.31% | Reduce |
| Gradient Investments LLC |
| 0.72% | 0.85% | #20 | $51.8M | 1.0M | $55.0M | 1.1M | -61,325-5.69% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #68 | $46.0M | 902,418 | $50.0M | 978,905 | -76,487-7.81% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.06% | #53 | $41.9M | 821,558 | $42.4M | 830,941 | -9,383-1.13% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #73 | $24.9M | 488,724 | $20.3M | 397,476 | +91,248+22.96% | Add |
| Greenwich Wealth Management LLC |
| 0.82% | 0.66% | #17 | $22.5M | 441,937 | $16.2M | 317,235 | +124,702+39.31% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #69 | $21.1M | 412,734 | $14.2M | 277,261 | +135,473+48.86% | Add |
| Richard P Slaughter Associates Inc |
| 4.08% | 7.42% | #3 | $20.8M | 408,015 | $34.3M | 672,971 | -264,956-39.37% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #74 | $16.7M | 327,883 | $7.0M | 137,291 | +190,592+138.82% | Add |
| Janney Montgomery Scott LLC |
| 0.03% | 0.03% | #55 | $15.6M | 306,236 | $13.9M | 273,164 | +33,072+12.11% | Add |
| FIRST NATIONAL BANK OF OMAHA |
| 0.44% | 0.45% | #26 | $15.5M | 302,768 | $14.7M | 287,576 | +15,192+5.28% | Add |
| Heritage Trust Co |
| 1.34% | 1.52% | #11 | $15.4M | 302,409 | $15.1M | 296,790 | +5,619+1.89% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #62 | $15.1M | 296,788 | $11.5M | 225,937 | +70,851+31.36% | Add |
| IFC Advisors LLC |
| 1.74% | 2.29% | #10 | $13.7M | 268,980 | $16.0M | 313,913 | -44,933-14.31% | Reduce |
| Mason & Associates Inc |
| 2.21% | 0.48% | #5 | $13.7M | 268,513 | $2.5M | 48,322 | +220,191+455.67% | Add |
| Crescent Grove Advisors, LLC |
| 1% | 1.2% | #15 | $12.0M | 233,432 | $12.5M | 243,870 | -10,438-4.28% | Reduce |
| MIDLAND WEALTH ADVISORS, LLC |
| 0.56% | 0.66% | #23 | $11.9M | 233,265 | $12.8M | 250,427 | -17,162-6.85% | Reduce |
| ISLAY CAPITAL MANAGEMENT, LLC |
| 5.15% | 4.55% | #1 | $11.1M | 218,490 | $9.0M | 175,457 | +43,033+24.53% | Add |
| STEEL GROVE CAPITAL ADVISORS, LLC |
| 0.99% | 1.47% | #16 | $10.6M | 207,597 | $13.9M | 273,229 | -65,632-24.02% | Reduce |
| Vise Technologies, Inc. |
| 0.11% | 0.09% | #40 | $9.6M | 188,678 | $4.4M | 85,821 | +102,857+119.85% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.1% | 0.12% | #42 | $9.5M | 186,586 | $9.4M | 184,406 | +2,180+1.18% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #56 | $9.3M | 183,223 | $8.7M | 169,902 | +13,321+7.84% | Add |
| Weaver Consulting Group |
| 1.85% | 1.9% | #6 | $9.0M | 176,852 | $8.0M | 156,273 | +20,579+13.17% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.16% | — | #37 | $8.8M | 172,333 | $0 | 0 | +172,333 | New Buy |
| Sage Mountain Advisors LLC |
| 0.49% | 0.45% | #24 | $7.9M | 155,404 | $6.4M | 126,240 | +29,164+23.10% | Add |
| Able Wealth Management LLC |
| 1.78% | 2.17% | #8 | $7.8M | 152,189 | $8.1M | 159,097 | -6,908-4.34% | Reduce |
| Bulwark Capital Corp |
| 3.67% | 5.07% | #4 | $6.5M | 127,917 | $8.2M | 161,225 | -33,308-20.66% | Reduce |
| Precision Wealth Strategies, LLC |
| 1.84% | 2.8% | #7 | $6.1M | 119,480 | $8.4M | 165,111 | -45,631-27.64% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.05% | 0.04% | #50 | $6.0M | 117,766 | $4.0M | 79,112 | +38,654+48.86% | Add |
| Wealthcare Advisory Partners LLC |
| 0.11% | 0.01% | #41 | $5.6M | 108,896 | $260,738 | 5,109 | +103,787+2,031.45% | Add |
| NorthCrest Asset Manangement, LLC |
| 0.14% | 0.16% | #38 | $5.5M | 108,477 | $5.2M | 101,036 | +7,441+7.36% | Add |
| J. Team Financial, Inc. |
| 5.09% | 5.46% | #2 | $5.2M | 102,729 | $4.9M | 95,601 | +7,128+7.46% | Add |
| TCFG Investment Advisors, LLC |
| 1.76% | 1.98% | #9 | $5.2M | 102,687 | $5.3M | 103,664 | -977-0.94% | Reduce |
| PARSONS CAPITAL MANAGEMENT INC/RI |
| 0.21% | 0.22% | #32 | $4.6M | 89,596 | $4.9M | 95,524 | -5,928-6.21% | Reduce |
| XY Planning Network, Inc. |
| 0.44% | 0.52% | #27 | $3.5M | 68,260 | $3.2M | 63,626 | +4,634+7.28% | Add |
| Arkadios Wealth Advisors |
| 0.05% | 0.04% | #51 | $3.4M | 65,707 | $2.5M | 48,102 | +17,605+36.60% | Add |
| Lewis Asset Management, LLC |
| 1.11% | 1.26% | #13 | $3.2M | 61,885 | $3.1M | 60,569 | +1,316+2.17% | Add |
| Mechanics Bank Trust Department |
| 0.32% | 0.33% | #30 | $2.6M | 51,359 | $2.4M | 46,768 | +4,591+9.82% | Add |
| Castleview Partners, LLC |
| 1.02% | 0.49% | #14 | $2.3M | 45,487 | $946,801 | 18,552 | +26,935+145.19% | Add |
| Transamerica Financial Advisors, LLC |
| 0.2% | 0.2% | #33 | $2.3M | 45,370 | $2.4M | 46,404 | -1,034-2.23% | Reduce |
| Brown Financial Advisors |
| 0.77% | 0.84% | #19 | $2.2M | 43,230 | $2.2M | 43,303 | -73-0.17% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.02% | 0.02% | #59 | $2.0M | 39,634 | $2.1M | 41,889 | -2,255-5.38% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #77 | $1.8M | 35,757 | $805,840 | 15,790 | +19,967+126.45% | Add |
| TradeWell Securities, LLC. |
| 0.65% | 0.7% | #21 | $1.8M | 35,708 | $1.7M | 32,542 | +3,166+9.73% | Add |
| Camarda Financial Advisors, LLC |
| 0.47% | 0.77% | #25 | $1.6M | 30,657 | $1.5M | 28,638 | +2,019+7.05% | Add |
| M Wealth Management, LLC |
| 1.22% | 2% | #12 | $1.6M | 30,401 | $2.4M | 46,651 | -16,250-34.83% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #75 | $1.5M | 29,270 | $1.6M | 32,215 | -2,945-9.14% | Reduce |
| Balefire, LLC |
| 0.18% | 0.14% | #35 | $1.1M | 21,765 | $747,765 | 14,652 | +7,113+48.55% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #78 | $1.0M | 20,320 | $754,346 | 14,781 | +5,539+37.47% | Add |
