| AMERICAN ASSET MANAGEMENT INC. |
| 33.67% | 34.78% | #1 | $41.3M | 1.1M | $40.1M | 1.1M | -30,916-2.81% | Reduce |
| AE Wealth Management LLC |
| 0.19% | 0.2% | #25 | $40.2M | 1.0M | $37.0M | 1.0M | +24,968+2.46% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #51 | $22.3M | 576,590 | $21.5M | 588,062 | -11,472-1.95% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #75 | $17.9M | 461,955 | $15.4M | 422,134 | +39,821+9.43% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #64 | $12.1M | 313,343 | $10.8M | 294,761 | +18,582+6.30% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #79 | $10.3M | 267,032 | $10.1M | 277,114 | -10,082-3.64% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #68 | $10.1M | 260,206 | $9.5M | 259,194 | +1,012+0.39% | Add |
| Advyzon Investment Management, LLC |
| 0.62% | 0.45% | #16 | $8.5M | 219,635 | $5.0M | 137,265 | +82,370+60.01% | Add |
| POM Investment Strategies, LLC |
| 9.52% | 9.46% | #2 | $8.4M | 217,199 | $7.6M | 208,819 | +8,380+4.01% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.03% | #58 | $6.8M | 176,060 | $8.4M | 231,431 | -55,371-23.93% | Reduce |
| ALLIANZ SE |
| 0.07% | 0.06% | #39 | $6.7M | 174,013 | $5.2M | 141,496 | +32,517+22.98% | Add |
| Wellment Financial |
| 6.71% | 6.74% | #3 | $5.9M | 152,142 | $5.5M | 149,405 | +2,737+1.83% | Add |
| Guardian Capital, LLC |
| 4.57% | 3.63% | #4 | $5.6M | 144,365 | $3.8M | 103,904 | +40,461+38.94% | Add |
| BCGM Wealth Management, LLC |
| 1.02% | 1.14% | #11 | $4.8M | 124,426 | $4.5M | 124,426 | 00.00% | Unchanged |
| Outlook Wealth Advisors, LLC |
| 0.98% | 1.02% | #12 | $4.6M | 118,060 | $4.3M | 117,551 | +509+0.43% | Add |
| Compass Advisory Group LLC |
| 1.05% | 1.13% | #10 | $4.4M | 114,139 | $4.2M | 115,608 | -1,469-1.27% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #81 | $3.8M | 97,001 | $3.2M | 87,521 | +9,480+10.83% | Add |
| Long Island Wealth Management, Inc. |
| 1.52% | 1.61% | #7 | $3.7M | 94,923 | $3.5M | 94,923 | 00.00% | Unchanged |
| World Investment Advisors |
| 0.06% | 0.05% | #40 | $3.5M | 91,787 | $3.0M | 80,982 | +10,805+13.34% | Add |
| Ausdal Financial Partners, Inc. |
| 0.13% | 0.08% | #30 | $3.4M | 88,988 | $1.7M | 46,987 | +42,001+89.39% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.12% | 0.14% | #32 | $3.1M | 79,415 | $2.9M | 80,301 | -886-1.10% | Reduce |
| Spire Wealth Management |
| 0.08% | 0.09% | #37 | $2.7M | 69,662 | $2.6M | 70,244 | -582-0.83% | Reduce |
| Networth Advisors, LLC |
| 1.45% | 1.6% | #8 | $2.5M | 64,401 | $2.3M | 62,030 | +2,371+3.82% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #59 | $2.5M | 64,009 | $2.3M | 63,136 | +873+1.38% | Add |
| IFP Advisors, Inc |
| 0.04% | 0.05% | #45 | $2.3M | 59,923 | $2.2M | 60,112 | -189-0.31% | Reduce |
| Integrated Wealth Management |
| 2.37% | 2.21% | #5 | $2.2M | 58,136 | $1.9M | 52,854 | +5,282+9.99% | Add |
| GTS FINANCIAL, LLC |
| 1.57% | 0.6% | #6 | $2.1M | 61,531 | $758,384 | 22,836 | +38,695+169.45% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.03% | 0.03% | #52 | $2.0M | 51,143 | $2.0M | 54,117 | -2,974-5.50% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #76 | $1.9M | 47,875 | $1.8M | 48,344 | -469-0.97% | Reduce |
| FSA Advisors, Inc. |
| 0.8% | 1% | #13 | $1.7M | 44,851 | $1.5M | 41,510 | +3,341+8.05% | Add |
| Joseph P. Lucia & Associates, LLC |
| 0.52% | 0.58% | #18 | $1.7M | 44,755 | $1.6M | 44,755 | 00.00% | Unchanged |
| Aegis Wealth Management, Inc. |
| 1.12% | 2.52% | #9 | $1.7M | 44,680 | $3.2M | 87,982 | -43,302-49.22% | Reduce |
| Blue Water Asset Management |
| 0.56% | 0.56% | #17 | $1.7M | 44,490 | $1.6M | 44,490 | 00.00% | Unchanged |
| Perennial Investment Advisors, LLC |
| 0.1% | 0.12% | #34 | $1.6M | 40,779 | $1.5M | 40,779 | 00.00% | Unchanged |
| Grantvest Financial Group LLC |
| 0.77% | 0.9% | #14 | $1.3M | 34,428 | $1.4M | 38,320 | -3,892-10.16% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #83 | $1.3M | 32,401 | $1.2M | 33,738 | -1,337-3.96% | Reduce |
| Clear Point Advisors Inc. |
| 0.1% | 0.15% | #35 | $1.2M | 33,782 | $1.2M | 33,782 | 00.00% | Unchanged |
| Sigma Planning Corp |
| 0.03% | 0.03% | #49 | $1.2M | 31,789 | $1.2M | 31,937 | -148-0.46% | Reduce |
| Castle Rock Wealth Management, LLC |
| 0.24% | 0.26% | #23 | $1.2M | 31,422 | $1.2M | 32,514 | -1,092-3.36% | Reduce |
| Lloyd Advisory Services, LLC. |
| 0.45% | 0.04% | #20 | $1.2M | 29,911 | $130,380 | 3,574 | +26,337+736.91% | Add |
| PFG Advisors |
| 0.05% | 0.05% | #41 | $1.1M | 27,402 | $1.1M | 30,902 | -3,500-11.33% | Reduce |
| Midwest Financial Network, LLC |
| 0.68% | 0.85% | #15 | $991,465 | 25,636 | $1.1M | 29,179 | -3,543-12.14% | Reduce |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.42% | — | #21 | $982,072 | 25,393 | $0 | 0 | +25,393 | New Buy |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.05% | 0.04% | #44 | $956,198 | 24,724 | $868,552 | 23,809 | +915+3.84% | Add |
| Blackston Financial Advisory Group, LLC |
| 0.49% | 0.54% | #19 | $861,870 | 22,285 | $856,988 | 23,492 | -1,207-5.14% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #71 | $754,818 | 19,517 | $738,027 | 20,231 | -714-3.53% | Reduce |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.09% | 0.1% | #36 | $743,061 | 19,213 | $720,079 | 19,739 | -526-2.66% | Reduce |
| SMART Wealth LLC |
| 0.16% | 0.26% | #28 | $730,375 | 18,885 | $876,505 | 24,027 | -5,142-21.40% | Reduce |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #67 | $681,529 | 17,622 | $642,851 | 17,622 | 00.00% | Unchanged |
| Csenge Advisory Group |
| 0.02% | 0.03% | #55 | $601,704 | 15,558 | $578,208 | 15,850 | -292-1.84% | Reduce |
