| AE Wealth Management LLC |
| 0.66% | 0.43% | #28 | $141.2M | 1.4M | $78.9M | 781,091 | +618,293+79.16% | Add |
| Delta Investment Management, LLC |
| 9.29% | 11.12% | #2 | $56.4M | 559,113 | $62.2M | 615,577 | -56,464-9.17% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| 0.07% | 0.09% | #63 | $47.7M | 472,404 | $53.1M | 526,259 | -53,855-10.23% | Reduce |
| Beacon Capital Management, LLC |
| 6.23% | 8.67% | #8 | $42.5M | 421,207 | $49.1M | 486,666 | -65,459-13.45% | Reduce |
| Allianz Asset Management GmbH |
| 0.04% | 0.1% | #70 | $40.9M | 405,580 | $93.3M | 924,125 | -518,545-56.11% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #88 | $32.2M | 318,743 | $31.9M | 315,642 | +3,101+0.98% | Add |
| Summit Financial Wealth Advisors, LLC |
| 4.09% | 4.34% | #11 | $32.0M | 316,805 | $30.6M | 302,867 | +13,938+4.60% | Add |
| SMART Wealth LLC |
| 6.25% | 4.51% | #7 | $29.0M | 287,474 | $15.4M | 152,564 | +134,910+88.43% | Add |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| 7.25% | 8.28% | #4 | $28.7M | 284,589 | $28.2M | 279,132 | +5,457+1.95% | Add |
| Biltmore Wealth Management, LLC |
| 8.31% | 6.59% | #3 | $26.6M | 263,637 | $18.5M | 183,421 | +80,216+43.73% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #99 | $23.2M | 229,978 | $39.1M | 386,892 | -156,914-40.56% | Reduce |
| ACCESS FINANCIAL SERVICES, INC. |
| 7.12% | 8.39% | #5 | $21.7M | 215,191 | $23.7M | 234,391 | -19,200-8.19% | Reduce |
| Authentikos Wealth Advisory, LLC |
| 13.71% | 14.08% | #1 | $21.5M | 212,838 | $20.9M | 206,512 | +6,326+3.06% | Add |
| Mid-American Wealth Advisory Group, Inc. |
| 6.48% | 5.46% | #6 | $17.9M | 177,678 | $12.9M | 128,222 | +49,456+38.57% | Add |
| Parallel Advisors, LLC |
| 0.21% | 0.44% | #52 | $13.9M | 138,046 | $24.3M | 240,238 | -102,192-42.54% | Reduce |
| Tower Research Capital LLC (TRC) |
| 0.33% | 0.17% | #44 | $13.3M | 132,117 | $6.6M | 65,648 | +66,469+101.25% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #101 | $11.4M | 112,857 | $11.0M | 108,517 | +4,340+4.00% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #107 | $10.4M | 102,565 | $3.0M | 29,818 | +72,747+243.97% | Add |
| Lloyd Advisory Services, LLC. |
| 3.71% | 0.06% | #12 | $9.6M | 94,845 | $221,578 | 2,194 | +92,651+4,222.93% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | 0.02% | #81 | $9.1M | 89,838 | $10.2M | 100,551 | -10,713-10.65% | Reduce |
| Essex Financial Services, Inc. |
| 0.42% | 0.5% | #40 | $8.4M | 83,111 | $8.9M | 87,980 | -4,869-5.53% | Reduce |
| Bridgewealth Advisory Group, LLC |
| 1.33% | 1.51% | #19 | $7.0M | 69,673 | $7.3M | 72,332 | -2,659-3.68% | Reduce |
| Private Advisory Group LLC |
| 0.36% | 0.43% | #43 | $6.7M | 66,223 | $6.5M | 64,617 | +1,606+2.49% | Add |
| Kooman & Associates |
| 1.76% | 1.91% | #16 | $6.6M | 65,055 | $6.4M | 63,593 | +1,462+2.30% | Add |
| HRT FINANCIAL LP |
| 0.01% | — | #82 | $6.5M | 64,457 | $0 | 0 | +64,457 | New Buy |
| Aegis Wealth Management, Inc. |
| 3.39% | 3.55% | #13 | $5.2M | 51,964 | $4.5M | 44,682 | +7,282+16.30% | Add |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
| 3.05% | — | #14 | $5.2M | 51,562 | $0 | 0 | +51,562 | New Buy |
| Wellment Financial |
| 5.92% | 2.48% | #9 | $5.2M | 51,511 | $2.0M | 19,862 | +31,649+159.34% | Add |
| VANCE WEALTH, LLC |
| 1.12% | — | #23 | $5.0M | 49,237 | $0 | 0 | +49,237 | New Buy |
| Trajan Wealth LLC |
| 0.19% | 0.22% | #56 | $4.9M | 48,646 | $5.5M | 54,331 | -5,685-10.46% | Reduce |
| POM Investment Strategies, LLC |
| 5.2% | 2.25% | #10 | $4.6M | 45,501 | $1.8M | 17,907 | +27,594+154.10% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #83 | $3.8M | 37,742 | $3.8M | 37,578 | +164+0.44% | Add |
| Southland Equity Partners LLC |
| 0.66% | 0.67% | #29 | $3.7M | 37,076 | $3.5M | 34,265 | +2,811+8.20% | Add |
| SFG Wealth Management, LLC. |
| 1.34% | 1.46% | #18 | $3.7M | 36,999 | $3.5M | 35,080 | +1,919+5.47% | Add |
| Asset One Wealth Management LLC |
| 0.38% | — | #41 | $3.6M | 35,548 | $0 | 0 | +35,548 | New Buy |
| HOWARD BAILEY SECURITIES, LLC |
| 1.27% | 0.51% | #21 | $3.4M | 33,625 | $1.2M | 12,284 | +21,341+173.73% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #110 | $3.2M | 32,121 | $9.7M | 95,846 | -63,725-66.49% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.02% | #80 | $3.2M | 31,730 | $2.0M | 19,570 | +12,160+62.14% | Add |
| Addison Capital Co |
| 0.52% | 0.5% | #34 | $3.2M | 31,348 | $2.8M | 27,863 | +3,485+12.51% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #94 | $3.1M | 31,102 | $3.3M | 32,523 | -1,421-4.37% | Reduce |
| Farther Finance Advisors, LLC |
| 0.02% | 0.03% | #76 | $3.1M | 31,035 | $3.1M | 30,689 | +346+1.13% | Add |
| Boomfish Wealth Group, LLC |
| 1.31% | 1.1% | #20 | $2.9M | 28,428 | $2.1M | 20,496 | +7,932+38.70% | Add |
| Integrated Wealth Management |
| 3.03% | 1.18% | #15 | $2.9M | 28,416 | $1.0M | 10,208 | +18,208+178.37% | Add |
| B.O.S.S. Retirement Advisors, LLC |
| 0.76% | 0.16% | #26 | $2.8M | 28,047 | $520,520 | 5,155 | +22,892+444.07% | Add |
| ABLE Financial Group, LLC |
| 0.47% | 1.05% | #38 | $2.8M | 27,945 | $5.4M | 53,059 | -25,114-47.33% | Reduce |
| Astoria Portfolio Advisors LLC. |
| 0.46% | 0.38% | #39 | $2.8M | 27,258 | $1.8M | 17,538 | +9,720+55.42% | Add |
| Legacy Capital Wealth Partners, LLC |
| 0.51% | 0.56% | #36 | $2.7M | 26,988 | $2.7M | 26,959 | +29+0.11% | Add |
| Mutual Advisors, LLC |
| 0.05% | 0.01% | #65 | $2.7M | 26,912 | $617,619 | 6,117 | +20,795+339.95% | Add |
| SEI INVESTMENTS CO |
| <0.01% | <0.01% | #98 | $2.5M | 25,249 | $1.5M | 14,761 | +10,488+71.05% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | 0.01% | #91 | $2.5M | 24,492 | $3.0M | 29,693 | -5,201-17.52% | Reduce |
