| AE Wealth Management LLC |
| 0.15% | 0.16% | #21 | $32.0M | 897,549 | $29.6M | 886,736 | +10,813+1.22% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #39 | $22.2M | 623,186 | $21.0M | 628,119 | -4,933-0.79% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #50 | $11.4M | 320,645 | $10.2M | 304,853 | +15,792+5.18% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #65 | $8.3M | 232,172 | $7.8M | 234,098 | -1,926-0.82% | Reduce |
| ACCESS FINANCIAL SERVICES, INC. |
| 2.57% | 2.9% | #4 | $7.8M | 220,052 | $8.2M | 244,852 | -24,800-10.13% | Reduce |
| ALLIANZ SE |
| 0.07% | 0.06% | #29 | $6.9M | 193,251 | $5.3M | 157,894 | +35,357+22.39% | Add |
| POM Investment Strategies, LLC |
| 7.49% | 7.4% | #1 | $6.6M | 185,426 | $6.0M | 178,365 | +7,061+3.96% | Add |
| AMERICAN ASSET MANAGEMENT INC. |
| 4.68% | 4.78% | #3 | $5.7M | 161,052 | $5.5M | 164,816 | -3,764-2.28% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #67 | $5.3M | 148,068 | $4.9M | 147,721 | +347+0.23% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #49 | $4.9M | 138,677 | $4.8M | 143,956 | -5,279-3.67% | Reduce |
| Wellment Financial |
| 5.28% | 5.3% | #2 | $4.6M | 129,916 | $4.3M | 128,126 | +1,790+1.40% | Add |
| Coppell Advisory Solutions LLC |
| 0.31% | — | #14 | $3.7M | 337 | $0 | 0 | +337 | New Buy |
| Outlook Wealth Advisors, LLC |
| 0.77% | 0.8% | #8 | $3.6M | 100,801 | $3.4M | 100,551 | +250+0.25% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #60 | $3.5M | 98,337 | $3.7M | 109,287 | -10,950-10.02% | Reduce |
| Spire Wealth Management |
| 0.08% | 0.08% | #27 | $2.6M | 72,279 | $2.5M | 74,128 | -1,849-2.49% | Reduce |
| Networth Advisors, LLC |
| 1.14% | 1.26% | #6 | $2.0M | 55,130 | $1.8M | 53,233 | +1,897+3.56% | Add |
| Integrated Wealth Management |
| 1.87% | 1.73% | #5 | $1.8M | 49,676 | $1.5M | 45,247 | +4,429+9.79% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | 0.02% | #52 | $1.7M | 47,768 | $1.6M | 48,762 | -994-2.04% | Reduce |
| Aegis Wealth Management, Inc. |
| 0.92% | 1.01% | #7 | $1.4M | 39,855 | $1.3M | 38,446 | +1,409+3.66% | Add |
| FSA Advisors, Inc. |
| 0.63% | 0.78% | #9 | $1.4M | 38,448 | $1.2M | 35,458 | +2,990+8.43% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #76 | $1.2M | 34,324 | $2.0M | 58,405 | -24,081-41.23% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.02% | #48 | $1.2M | 34,002 | $1.4M | 43,265 | -9,263-21.41% | Reduce |
| Focus Financial Network, Inc. |
| 0.04% | 0.04% | #36 | $1.2M | 33,844 | $1.1M | 33,842 | +2+0.01% | Add |
| World Investment Advisors |
| 0.02% | 0.01% | #45 | $1.2M | 33,057 | $847,778 | 25,375 | +7,682+30.27% | Add |
| First Heartland Consultants, Inc. |
| 0.07% | 0.08% | #30 | $1.1M | 30,831 | $1.0M | 30,831 | 00.00% | Unchanged |
| Lloyd Advisory Services, LLC. |
| 0.37% | 0.04% | #11 | $966,173 | 27,102 | $129,399 | 3,873 | +23,229+599.77% | Add |
| Westshore Wealth, LLC |
| 0.28% | 0.3% | #15 | $899,202 | 25,223 | $842,700 | 25,223 | 00.00% | Unchanged |
| Cypress Wealth Services, LLC |
| 0.11% | 0.16% | #24 | $886,475 | 24,866 | $1.1M | 32,910 | -8,044-24.44% | Reduce |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.33% | — | #12 | $773,251 | 21,690 | $0 | 0 | +21,690 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #75 | $724,196 | 20,314 | $494,602 | 14,804 | +5,510+37.22% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.07% | 0.07% | #32 | $712,396 | 19,983 | $676,434 | 20,117 | -134-0.67% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #66 | $711,433 | 19,956 | $675,000 | 20,203 | -247-1.22% | Reduce |
| PFG Advisors |
| 0.03% | 0.03% | #38 | $682,228 | 19,137 | $641,030 | 19,187 | -50-0.26% | Reduce |
| Blackston Financial Advisory Group, LLC |
| 0.38% | 0.42% | #10 | $677,281 | 18,998 | $670,472 | 20,068 | -1,070-5.33% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.02% | #54 | $631,291 | 17,708 | $1.1M | 33,153 | -15,445-46.59% | Reduce |
| SMART Wealth LLC |
| 0.13% | 0.21% | #23 | $592,968 | 16,633 | $703,113 | 21,045 | -4,412-20.96% | Reduce |
| CENTAURUS FINANCIAL, INC. |
| 0.02% | 0.02% | #44 | $524,876 | 14,723 | $503,000 | 15,045 | -322-2.14% | Reduce |
| AdvisorNet Financial, Inc |
| 0.02% | 0.02% | #42 | $498,567 | 13,985 | $467,239 | 13,985 | 00.00% | Unchanged |
| Blue Water Asset Management |
| 0.16% | 0.16% | #19 | $487,119 | 13,664 | $456,510 | 13,664 | 00.00% | Unchanged |
| Csenge Advisory Group |
| 0.02% | 0.02% | #46 | $472,827 | 13,263 | $453,173 | 13,564 | -301-2.22% | Reduce |
| Mosley Wealth Management |
| 0.15% | 0.01% | #20 | $470,403 | 13,195 | $18,177 | 551 | +12,644+2,294.74% | Add |
| Innovative Asset Advisors Group, LLC |
| 0.19% | — | #17 | $438,710 | 12,306 | $0 | 0 | +12,306 | New Buy |
| Elevation Wealth Management LLC |
| 0.32% | 0.37% | #13 | $434,078 | 12,176 | $406,802 | 12,176 | 00.00% | Unchanged |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #62 | $415,272 | 11,649 | $406,885 | 12,179 | -530-4.35% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #77 | $411,545 | 11,544 | $0 | 0 | +11,544 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #74 | $405,698 | 11,380 | $391,899 | 11,730 | -350-2.98% | Reduce |
| Tyche Wealth Partners LLC |
| 0.06% | 0.06% | #33 | $392,151 | 11,000 | $367,510 | 11,000 | 00.00% | Unchanged |
| Long Island Wealth Management, Inc. |
| 0.16% | 0.17% | #18 | $392,151 | 11,000 | $367,510 | 11,000 | 00.00% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC |
| 0.04% | 0.04% | #35 | $384,843 | 10,795 | $721,322 | 21,590 | -10,795-50.00% | Reduce |
| Garden State Investment Advisory Services LLC |
| 0.07% | 0.08% | #31 | $383,239 | 10,750 | $359,158 | 10,750 | 00.00% | Unchanged |
