| Retirement Planning Group, LLC |
| 2.88% | 3.15% | #2 | $113.4M | 4.9M | $101.6M | 4.5M | +473,469+10.60% | Add |
| Compound Planning, Inc. |
| 0.98% | 1.03% | #4 | $37.6M | 1.6M | $33.6M | 1.5M | +162,232+11.00% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #49 | $24.5M | 1.1M | $34.4M | 1.5M | -444,452-29.36% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #46 | $24.1M | 1.1M | $24.1M | 1.1M | -7,390-0.70% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #34 | $22.5M | 980,405 | $18.4M | 809,498 | +170,907+21.11% | Add |
| Elwood & Goetz Wealth Advisory Group, LLC |
| 2.6% | 3.05% | #3 | $17.6M | 765,724 | $17.9M | 788,741 | -23,017-2.92% | Reduce |
| Peak Financial Management, Inc. |
| 3.11% | 3.25% | #1 | $13.5M | 589,643 | $12.8M | 562,332 | +27,311+4.86% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #42 | $9.6M | 419,942 | $9.3M | 408,301 | +11,641+2.85% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #60 | $7.8M | 338,105 | $6.8M | 296,979 | +41,126+13.85% | Add |
| BENJAMIN EDWARDS INC |
| 0.06% | 0.05% | #26 | $7.0M | 303,369 | $5.2M | 228,783 | +74,586+32.60% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #37 | $6.5M | 283,734 | $6.3M | 277,795 | +5,939+2.14% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #63 | $6.0M | 263,289 | $5.9M | 260,272 | +3,017+1.16% | Add |
| IFP Advisors, Inc |
| 0.1% | 0.04% | #22 | $5.4M | 234,059 | $1.7M | 76,627 | +157,432+205.45% | Add |
| Maridea Wealth Management LLC |
| 0.54% | 0.65% | #7 | $5.0M | 218,532 | $4.5M | 196,204 | +22,328+11.38% | Add |
| Essex Financial Services, Inc. |
| 0.21% | 0.14% | #16 | $4.3M | 188,070 | $2.5M | 108,870 | +79,200+72.75% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.23% | 0.23% | #14 | $4.1M | 177,615 | $3.6M | 157,567 | +20,048+12.72% | Add |
| RITHOLTZ WEALTH MANAGEMENT |
| 0.06% | 0.07% | #27 | $3.8M | 165,607 | $3.9M | 172,059 | -6,452-3.75% | Reduce |
| Sanctuary Advisors, LLC |
| 0.02% | — | #35 | $3.8M | 163,497 | $0 | 0 | +163,497 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #55 | $3.3M | 144,520 | $3.3M | 144,155 | +365+0.25% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.13% | 0.15% | #20 | $3.3M | 143,011 | $3.1M | 137,404 | +5,607+4.08% | Add |
| EverSource Wealth Advisors, LLC |
| 0.09% | 0.06% | #23 | $2.6M | 112,528 | $2.1M | 91,888 | +20,640+22.46% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #41 | $2.6M | 111,752 | $1.3M | 58,905 | +52,847+89.72% | Add |
| Bleakley Financial Group, LLC |
| 0.03% | 0.05% | #29 | $2.6M | 111,119 | $3.5M | 151,708 | -40,589-26.75% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.01% | 0.01% | #39 | $2.5M | 110,799 | $2.4M | 105,951 | +4,848+4.58% | Add |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
| 0.65% | 0.59% | #5 | $2.4M | 104,144 | $1.8M | 81,161 | +22,983+28.32% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #61 | $1.7M | 73,568 | $1.1M | 49,404 | +24,164+48.91% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.02% | 0.03% | #32 | $1.6M | 68,411 | $1.5M | 67,550 | +861+1.27% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #70 | $1.5M | 66,170 | $1.5M | 65,348 | +822+1.26% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #54 | $1.4M | 62,041 | $1.3M | 56,657 | +5,384+9.50% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #58 | $1.3M | 57,495 | $1.4M | 60,245 | -2,750-4.56% | Reduce |
| WCG Wealth Advisors LLC |
| 0.03% | 0.03% | #30 | $1.2M | 53,944 | $1.1M | 49,496 | +4,448+8.99% | Add |
| VestGen Advisors, LLC |
| 0.04% | 0.03% | #28 | $1.2M | 53,831 | $968,685 | 42,117 | +11,714+27.81% | Add |
| Summit Financial, LLC |
| 0.01% | 0.02% | #40 | $1.2M | 53,728 | $1.2M | 52,468 | +1,260+2.40% | Add |
| Total Clarity Wealth Management, Inc. |
| 0.22% | 0.48% | #15 | $1.1M | 49,793 | $2.0M | 89,127 | -39,334-44.13% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.01% | #33 | $1.1M | 47,139 | $1.1M | 47,139 | 00.00% | Unchanged |
| Sonoma Allocations LLC |
| 0.38% | 0.32% | #10 | $998,324 | 43,557 | $913,669 | 40,004 | +3,553+8.88% | Add |
| Valmark Advisers, Inc. |
| 0.01% | 0.01% | #44 | $990,109 | 43,142 | $955,113 | 41,983 | +1,159+2.76% | Add |
| Bright Futures Wealth Management, LLC. |
| 0.6% | 0.57% | #6 | $930,954 | 40,564 | $829,406 | 36,457 | +4,107+11.27% | Add |
| BankPlus Wealth Management LLC |
| 0.39% | 0.45% | #9 | $865,041 | 37,692 | $866,804 | 38,101 | -409-1.07% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #53 | $863,710 | 37,634 | $920,823 | 40,476 | -2,842-7.02% | Reduce |
| BOYUM WEALTH ARCHITECTS LLC |
| 0.33% | 0.29% | #11 | $836,560 | 36,643 | $705,532 | 30,702 | +5,941+19.35% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #56 | $811,918 | 35,378 | $731,093 | 32,136 | +3,242+10.09% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | 0.01% | #51 | $596,838 | 26,006 | $789,142 | 34,566 | -8,560-24.76% | Reduce |
| Wealth Management Partners, LLC |
| 0.14% | 0.22% | #19 | $574,393 | 25,028 | $780,894 | 34,325 | -9,297-27.09% | Reduce |
| ARWA LLC |
| 0.23% | 0.14% | #13 | $564,360 | 24,602 | $289,886 | 12,593 | +12,009+95.36% | Add |
| Burnham & Co LLC |
| 0.44% | — | #8 | $548,505 | 23,900 | $0 | 0 | +23,900 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #71 | $540,932 | 23,570 | $702,839 | 30,894 | -7,324-23.71% | Reduce |
| Arete Wealth Advisors, LLC |
| 0.01% | 0.02% | #38 | $429,501 | 18,714 | $246,079 | 10,816 | +7,898+73.02% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #73 | $426,113 | 18,567 | $0 | 0 | +18,567 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #57 | $424,667 | 18,504 | $420,966 | 18,504 | 00.00% | Unchanged |
