| Dynasty Wealth Management, LLC |
| 1.82% | 1.76% | #13 | $244.5M | 4.9M | $202.1M | 4.0M | +831,088+20.64% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #49 | $175.5M | 3.5M | $140.5M | 2.8M | +667,059+23.76% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 1.83% | 1.79% | #12 | $118.9M | 2.4M | $98.4M | 2.0M | +402,762+20.54% | Add |
| OpenArc Corporate Advisory, LLC |
| 1.04% | 1.04% | #19 | $87.3M | 1.7M | $72.6M | 1.4M | +288,948+19.97% | Add |
| NewEdge Advisors, LLC |
| 0.25% | 0.02% | #28 | $85.1M | 1.7M | $5.3M | 105,374 | +1.6M+1,505.65% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #55 | $42.5M | 844,816 | $38.6M | 769,727 | +75,089+9.76% | Add |
| Weil Company, Inc. |
| 5.8% | 7.14% | #2 | $32.9M | 654,030 | $31.8M | 633,112 | +20,918+3.30% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.2% | 0.22% | #30 | $30.0M | 595,225 | $28.4M | 566,750 | +28,475+5.02% | Add |
| Arkadios Wealth Advisors |
| 0.32% | 0.23% | #25 | $20.9M | 414,827 | $13.9M | 276,840 | +137,987+49.84% | Add |
| CFS Investment Advisory Services, LLC |
| 1.09% | 1.02% | #18 | $16.3M | 325,235 | $14.8M | 291,738 | +33,497+11.48% | Add |
| Redhawk Wealth Advisors, Inc. |
| 1.35% | — | #15 | $13.8M | 273,252 | $0 | 0 | +273,252 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.02% | <0.01% | #45 | $13.5M | 267,544 | $433,532 | 8,638 | +258,906+2,997.29% | Add |
| Centerline Wealth Advisors, LLC |
| 4.22% | 3.1% | #4 | $13.5M | 267,533 | $8.6M | 171,719 | +95,814+55.80% | Add |
| WETZEL INVESTMENT ADVISORS, INC. |
| 4.42% | 4.48% | #3 | $12.7M | 253,283 | $11.3M | 224,597 | +28,686+12.77% | Add |
| Forthright Family Wealth Advisory LLC |
| 7.05% | — | #1 | $12.5M | 247,494 | $0 | 0 | +247,494 | New Buy |
| RFG - Bristol Wealth Advisors, LLC |
| 2.83% | 2.98% | #6 | $11.7M | 232,432 | $11.1M | 220,423 | +12,009+5.45% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #54 | $11.2M | 223,094 | $10.6M | 210,498 | +12,596+5.98% | Add |
| UNIQUE WEALTH, LLC |
| 1.14% | 1.12% | #17 | $9.8M | 194,252 | $8.1M | 160,859 | +33,393+20.76% | Add |
| WEALTH ALLIANCE, LLC |
| 0.77% | 0.42% | #21 | $9.2M | 183,075 | $4.3M | 85,264 | +97,811+114.72% | Add |
| Storen Legacy Partners, LLC |
| 2.41% | 2.49% | #10 | $8.8M | 175,613 | $7.9M | 158,255 | +17,358+10.97% | Add |
| May Hill Capital, LLC |
| 1.61% | 1.52% | #14 | $7.7M | 152,846 | $5.6M | 110,965 | +41,881+37.74% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | <0.01% | #48 | $6.2M | 122,500 | $244,558 | 4,873 | +117,627+2,413.85% | Add |
| SWP FINANCIAL LLC |
| 2.7% | 2.7% | #8 | $5.8M | 116,173 | $5.3M | 105,660 | +10,513+9.95% | Add |
| R2 Capital Strategies, LLC |
| 2.56% | — | #9 | $5.6M | 112,260 | $0 | 0 | +112,260 | New Buy |
| BETO FINANCIAL GROUP, LLC |
| 2.83% | 2.11% | #5 | $5.4M | 108,250 | $3.6M | 71,809 | +36,441+50.75% | Add |
| Spectrum Planning & Advisory Services Inc. |
| 2.28% | 2.4% | #11 | $5.1M | 101,406 | $4.8M | 96,518 | +4,888+5.06% | Add |
| Cyndeo Wealth Partners, LLC |
| 0.24% | 0.28% | #29 | $5.1M | 101,299 | $5.3M | 105,879 | -4,580-4.33% | Reduce |
| Daviman Financial, LLC |
| 2.72% | — | #7 | $4.9M | 98,031 | $0 | 0 | +98,031 | New Buy |
| JPL Wealth Management, LLC |
| 0.8% | 0.14% | #20 | $4.0M | 80,216 | $606,798 | 12,090 | +68,126+563.49% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.02% | #47 | $3.0M | 59,746 | $3.1M | 60,868 | -1,122-1.84% | Reduce |
| McKinley Carter Wealth Services, Inc. |
| 0.13% | 0.14% | #34 | $2.6M | 51,745 | $2.3M | 46,762 | +4,983+10.66% | Add |
| PFG Advisors |
| 0.13% | 0.13% | #35 | $2.5M | 50,205 | $2.6M | 52,002 | -1,797-3.46% | Reduce |
| Taylor & Morgan Wealth Management, LLC |
| 1.14% | 1.25% | #16 | $2.3M | 46,120 | $2.2M | 43,800 | +2,320+5.30% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #57 | $2.3M | 45,564 | $4.0M | 80,351 | -34,787-43.29% | Reduce |
| Arax Advisory Partners |
| 0.01% | — | #46 | $2.2M | 44,351 | $0 | 0 | +44,351 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #62 | $2.2M | 43,993 | $1.2M | 23,794 | +20,199+84.89% | Add |
| Breakwater Capital Group |
| 0.26% | 0.24% | #27 | $2.2M | 43,298 | $1.8M | 35,016 | +8,282+23.65% | Add |
| Ethos Financial Group, LLC |
| 0.14% | 0.32% | #33 | $2.1M | 43,235 | $4.4M | 87,712 | -44,477-50.71% | Reduce |
| MBE Wealth Management, LLC |
| 0.68% | — | #22 | $1.9M | 38,481 | $0 | 0 | +38,481 | New Buy |
| LPL Financial LLC |
| <0.01% | — | #64 | $1.8M | 35,431 | $0 | 0 | +35,431 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #52 | $1.7M | 33,860 | $1.7M | 33,170 | +690+2.08% | Add |
| Summit Financial, LLC |
| 0.02% | 0.02% | #44 | $1.5M | 30,767 | $1.5M | 30,419 | +348+1.14% | Add |
| Fairvoy Private Wealth, LLC |
| 0.3% | 0.24% | #26 | $1.5M | 29,134 | $1.0M | 20,201 | +8,933+44.22% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #67 | $1.0M | 19,885 | $27.8M | 552,918 | -533,033-96.40% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #66 | $904,391 | 17,971 | $2.1M | 42,122 | -24,151-57.34% | Reduce |
| JT Stratford LLC |
| 0.09% | 0.1% | #37 | $842,492 | 16,741 | $783,315 | 15,607 | +1,134+7.27% | Add |
| Keystone Financial Group, Inc. |
| 0.42% | 0.41% | #23 | $793,525 | 15,768 | $791,396 | 15,768 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #68 | $701,631 | 13,942 | $4.0M | 79,361 | -65,419-82.43% | Reduce |
| EQ LLC |
| 0.17% | 0.23% | #32 | $687,859 | 13,668 | $828,119 | 16,500 | -2,832-17.16% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #69 | $534,049 | 10,612 | $9.2M | 183,100 | -172,488-94.20% | Reduce |
