| LPL Financial LLC |
| 0.01% | 0.01% | #93 | $34.1M | 685,494 | $20.8M | 417,972 | +267,522+64.00% | Add |
| Gradient Investments LLC |
| 0.39% | 0.39% | #24 | $28.2M | 565,301 | $25.4M | 510,390 | +54,911+10.76% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #101 | $26.4M | 531,014 | $8.0M | 160,683 | +370,331+230.47% | Add |
| New England Private Wealth Advisors LLC |
| 2.49% | 1.38% | #9 | $25.8M | 517,928 | $11.9M | 239,707 | +278,221+116.07% | Add |
| Retirement Planning Group, LLC |
| 0.56% | 0.44% | #16 | $21.8M | 438,606 | $14.3M | 288,073 | +150,533+52.26% | Add |
| ATTICUS WEALTH MANAGEMENT, LLC |
| 5.12% | 4.54% | #2 | $21.5M | 432,170 | $16.8M | 336,587 | +95,583+28.40% | Add |
| Richard P Slaughter Associates Inc |
| 4.08% | 7.43% | #4 | $20.8M | 417,336 | $34.4M | 691,026 | -273,690-39.61% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #76 | $20.4M | 409,849 | $19.6M | 394,198 | +15,651+3.97% | Add |
| Arkadios Wealth Advisors |
| 0.27% | 0.28% | #39 | $18.0M | 361,785 | $17.1M | 344,159 | +17,626+5.12% | Add |
| MADDEN SECURITIES Corp |
| 3.93% | 3.89% | #5 | $14.1M | 284,043 | $12.9M | 260,062 | +23,981+9.22% | Add |
| Global View Capital Management LLC |
| 2.24% | 0.53% | #10 | $10.9M | 218,240 | $2.0M | 40,177 | +178,063+443.20% | Add |
| Summit Financial, LLC |
| 0.12% | 0.11% | #52 | $10.8M | 216,871 | $8.6M | 173,510 | +43,361+24.99% | Add |
| Stratos Wealth Partners, LTD. |
| 0.1% | 0.1% | #55 | $10.3M | 205,946 | $9.2M | 185,182 | +20,764+11.21% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #83 | $10.1M | 202,925 | $7.4M | 147,739 | +55,186+37.35% | Add |
| Grantvest Financial Group LLC |
| 5.17% | 5.67% | #1 | $8.9M | 178,981 | $8.8M | 175,858 | +3,123+1.78% | Add |
| Gainplan LLC |
| 3.42% | 6.59% | #6 | $8.7M | 174,131 | $8.8M | 176,506 | -2,375-1.35% | Reduce |
| Owen LaRue, LLC |
| 2.94% | 5.35% | #7 | $8.4M | 169,551 | $14.0M | 280,248 | -110,697-39.50% | Reduce |
| NewEdge Advisors, LLC |
| 0.02% | 0.02% | #77 | $8.1M | 162,398 | $5.6M | 113,164 | +49,234+43.51% | Add |
| Able Wealth Management LLC |
| 1.84% | 2.39% | #12 | $8.0M | 161,270 | $8.9M | 179,379 | -18,109-10.10% | Reduce |
| Compound Planning, Inc. |
| 0.19% | 0.26% | #44 | $7.4M | 149,064 | $8.6M | 171,930 | -22,866-13.30% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.13% | — | #50 | $6.8M | 136,194 | $0 | 0 | +136,194 | New Buy |
| Precision Wealth Strategies, LLC |
| 1.85% | 2.82% | #11 | $6.1M | 123,152 | $8.5M | 170,897 | -47,745-27.94% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.37% | 0.45% | #25 | $6.0M | 120,829 | $6.2M | 124,933 | -4,104-3.28% | Reduce |
| FSA Advisors, Inc. |
| 2.54% | 3.48% | #8 | $5.5M | 111,147 | $5.3M | 106,020 | +5,127+4.84% | Add |
| Arax Advisory Partners |
| 0.04% | 0.06% | #71 | $5.4M | 108,683 | $2.0M | 39,581 | +69,102+174.58% | Add |
| Independent Wealth Advisors LLC |
| 4.76% | 6.27% | #3 | $5.3M | 105,650 | $6.4M | 128,243 | -22,593-17.62% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #98 | $5.2M | 104,360 | $4.6M | 92,140 | +12,220+13.26% | Add |
| Apollon Wealth Management, LLC |
| 0.06% | 0.07% | #62 | $5.1M | 102,927 | $4.6M | 91,442 | +11,485+12.56% | Add |
| VERUS CAPITAL PARTNERS, LLC |
| 0.21% | 0.24% | #42 | $3.9M | 77,404 | $3.6M | 71,476 | +5,928+8.29% | Add |
| True North Advisors, LLC |
| 0.34% | 0.26% | #31 | $3.6M | 71,928 | $2.3M | 45,287 | +26,641+58.83% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.33% | — | #32 | $3.4M | 68,786 | $0 | 0 | +68,786 | New Buy |
| Mutual Advisors, LLC |
| 0.06% | 0.06% | #61 | $3.3M | 67,048 | $2.8M | 56,909 | +10,139+17.82% | Add |
| Gladstone Institutional Advisory LLC |
| 0.1% | 0.14% | #54 | $3.3M | 66,484 | $3.9M | 77,581 | -11,097-14.30% | Reduce |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #79 | $3.0M | 59,366 | $2.5M | 50,973 | +8,393+16.47% | Add |
| Wealthcare Advisory Partners LLC |
| 0.05% | 0.05% | #65 | $2.7M | 53,886 | $2.8M | 56,814 | -2,928-5.15% | Reduce |
| Inspire Advisors, LLC |
| 0.18% | 0.2% | #46 | $2.7M | 53,657 | $2.4M | 48,576 | +5,081+10.46% | Add |
| Claro Advisors Inc. |
| 0.27% | 0.38% | #37 | $2.6M | 52,474 | $3.1M | 63,096 | -10,622-16.83% | Reduce |
| ARQ WEALTH ADVISORS, LLC |
| 0.3% | 0.21% | #34 | $2.4M | 48,160 | $1.2M | 23,174 | +24,986+107.82% | Add |
| Bright Futures Wealth Management, LLC. |
| 1.53% | 1.28% | #13 | $2.4M | 47,423 | $1.9M | 37,422 | +10,001+26.72% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #90 | $2.2M | 44,697 | $2.8M | 55,485 | -10,788-19.44% | Reduce |
| WT Wealth Management |
| 0.62% | 0.58% | #14 | $2.2M | 44,621 | $2.0M | 39,319 | +5,302+13.48% | Add |
| Impact Partnership Wealth, LLC |
| 0.21% | 0.21% | #41 | $2.2M | 43,755 | $1.7M | 34,827 | +8,928+25.64% | Add |
| Prospera Financial Services Inc |
| 0.03% | 0.03% | #72 | $2.1M | 42,891 | $1.6M | 33,072 | +9,819+29.69% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #107 | $2.1M | 42,369 | $2.1M | 41,229 | +1,140+2.77% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.02% | <0.01% | #81 | $1.9M | 37,776 | $266,091 | 5,345 | +32,431+606.75% | Add |
| 49 WEALTH MANAGEMENT, LLC |
| 0.35% | — | #29 | $1.8M | 36,633 | $0 | 0 | +36,633 | New Buy |
| ALONGSIDE, LLC |
| 0.35% | — | #30 | $1.8M | 36,633 | $0 | 0 | +36,633 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #106 | $1.7M | 34,989 | $1.7M | 35,137 | -148-0.42% | Reduce |
| Belpointe Asset Management LLC |
| 0.05% | 0.04% | #64 | $1.6M | 32,199 | $1.2M | 23,679 | +8,520+35.98% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #118 | $1.6M | 31,678 | $857,574 | 17,258 | +14,420+83.56% | Add |
