| WCG Wealth Advisors LLC |
| 1.09% | 1.06% | #10 | $46.2M | 2.3M | $38.0M | 1.9M | +421,357+22.56% | Add |
| Simplify Asset Management Inc. |
| 0.59% | 0.66% | #22 | $42.5M | 2.1M | $42.9M | 2.1M | 00.00% | Unchanged |
| Gradient Investments LLC |
| 0.52% | — | #24 | $37.5M | 1.9M | $0 | 0 | +1.9M | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #70 | $27.2M | 1.4M | $24.4M | 1.2M | +153,424+12.82% | Add |
| Sowell Financial Services LLC |
| 0.8% | 0.9% | #15 | $24.6M | 1.2M | $24.4M | 1.2M | +21,089+1.76% | Add |
| LPL Financial LLC |
| 0.01% | <0.01% | #73 | $23.1M | 1.1M | $16.4M | 807,669 | +336,330+41.64% | Add |
| AE Wealth Management LLC |
| 0.07% | 0.08% | #47 | $15.5M | 768,253 | $14.3M | 703,684 | +64,569+9.18% | Add |
| Stadion Money Management, LLC |
| 1.21% | 1.41% | #9 | $14.1M | 696,618 | $14.0M | 687,642 | +8,976+1.31% | Add |
| Private Advisor Group, LLC |
| 0.06% | — | #48 | $13.8M | 683,238 | $0 | 0 | +683,238 | New Buy |
| WealthPlan Investment Management, LLC |
| 0.68% | 0.81% | #18 | $13.7M | 677,311 | $14.6M | 718,613 | -41,302-5.75% | Reduce |
| Great Diamond Partners, LLC |
| 2.09% | 2.23% | #4 | $12.2M | 603,638 | $11.6M | 569,038 | +34,600+6.08% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.12% | 0.12% | #41 | $10.3M | 508,212 | $8.2M | 405,197 | +103,015+25.42% | Add |
| Brookwood Investment Group LLC |
| 1.08% | 1.18% | #11 | $9.6M | 475,325 | $9.5M | 468,796 | +6,529+1.39% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #67 | $9.5M | 471,438 | $8.5M | 419,351 | +52,087+12.42% | Add |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
| 1.26% | 1.45% | #8 | $8.5M | 420,950 | $8.6M | 423,120 | -2,170-0.51% | Reduce |
| Park Edge Advisors, LLC |
| 1.78% | 1.92% | #6 | $8.4M | 418,122 | $8.3M | 410,019 | +8,103+1.98% | Add |
| Elevated Capital Advisors, LLC |
| 2.21% | 1.8% | #2 | $8.0M | 397,811 | $7.2M | 351,530 | +46,281+13.17% | Add |
| Financial Enhancement Group LLC |
| 0.71% | 0.73% | #16 | $6.0M | 297,216 | $5.9M | 284,674 | +12,542+4.41% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.02% | 0.02% | #60 | $4.2M | 209,964 | $3.9M | 191,098 | +18,866+9.87% | Add |
| Key Capital Management, INC |
| 2.13% | 2.5% | #3 | $4.1M | 204,726 | $3.8M | 186,376 | +18,350+9.85% | Add |
| RiverTree Advisors, LLC |
| 2.24% | 2.02% | #1 | $3.8M | 188,474 | $3.2M | 156,859 | +31,615+20.16% | Add |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 1.94% | 2.03% | #5 | $3.3M | 163,520 | $2.8M | 136,124 | +27,396+20.13% | Add |
| Orion Porfolio Solutions, LLC |
| 0.02% | 0.02% | #57 | $2.9M | 145,374 | $2.7M | 134,159 | +11,215+8.36% | Add |
| HOWARD BAILEY SECURITIES, LLC |
| 1.07% | 1.17% | #12 | $2.9M | 141,976 | $2.8M | 139,538 | +2,438+1.75% | Add |
| Copley Financial Group, Inc. |
| 1.57% | — | #7 | $2.6M | 128,942 | $0 | 0 | +128,942 | New Buy |
| B.O.S.S. Retirement Advisors, LLC |
| 0.66% | 0.7% | #19 | $2.5M | 122,006 | $2.3M | 112,296 | +9,710+8.65% | Add |
| FSA Advisors, Inc. |
| 1.03% | 1.31% | #13 | $2.3M | 111,734 | $2.0M | 97,369 | +14,365+14.75% | Add |
| CreativeOne Wealth, LLC |
| 0.05% | 0.03% | #50 | $2.2M | 111,041 | $1.4M | 66,640 | +44,401+66.63% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.02% | 0.02% | #58 | $2.0M | 99,982 | $1.8M | 89,329 | +10,653+11.93% | Add |
| LANARK FINANCIAL, INC. |
| 0.11% | 0.09% | #42 | $1.7M | 81,991 | $1.2M | 58,513 | +23,478+40.12% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | — | #76 | $1.5M | 75,427 | $0 | 0 | +75,427 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #78 | $1.5M | 74,432 | $1.2M | 59,109 | +15,323+25.92% | Add |
| GeoWealth Management, LLC |
| 0.04% | 0.05% | #52 | $1.4M | 69,076 | $1.3M | 64,003 | +5,073+7.93% | Add |
| SteelPeak Wealth, LLC |
| 0.04% | — | #54 | $1.4M | 67,654 | $0 | 0 | +67,654 | New Buy |
| Authentikos Wealth Advisory, LLC |
| 0.83% | 0.92% | #14 | $1.3M | 64,829 | $1.4M | 66,949 | -2,120-3.17% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #72 | $1.3M | 64,256 | $1.1M | 55,704 | +8,552+15.35% | Add |
| Financial Partners Group, Inc |
| 0.13% | 0.13% | #39 | $1.3M | 63,310 | $1.1M | 54,307 | +9,003+16.58% | Add |
| Blackston Financial Advisory Group, LLC |
| 0.68% | 0.7% | #17 | $1.2M | 59,809 | $1.1M | 54,768 | +5,041+9.20% | Add |
| Beacon Capital Management, LLC |
| 0.17% | 0.27% | #36 | $1.2M | 57,285 | $1.5M | 74,857 | -17,572-23.47% | Reduce |
| KG Capital Management |
| 0.62% | 0.79% | #20 | $1.0M | 51,793 | $1.1M | 54,222 | -2,429-4.48% | Reduce |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #66 | $1.0M | 50,778 | $1.1M | 54,251 | -3,473-6.40% | Reduce |
| Networth Advisors, LLC |
| 0.58% | 0.6% | #23 | $993,972 | 49,280 | $854,537 | 41,992 | +7,288+17.36% | Add |
| WealthPLAN Partners, LLC |
| 0.18% | 0.1% | #34 | $933,891 | 46,301 | $537,749 | 26,425 | +19,876+75.22% | Add |
| GK Wealth Management LLC |
| 0.48% | — | #26 | $904,871 | 44,862 | $0 | 0 | +44,862 | New Buy |
| WINNACLE WEALTH LLC |
| 0.61% | 0.41% | #21 | $903,710 | 44,805 | $527,503 | 25,922 | +18,883+72.85% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #85 | $872,615 | 43,263 | $0 | 0 | +43,263 | New Buy |
| Greykasell Wealth Strategies, Inc. |
| 0.3% | 0.33% | #28 | $822,106 | 40,759 | $814,871 | 40,043 | +716+1.79% | Add |
| Bay Rivers Group |
| 0.27% | 0.3% | #30 | $786,852 | 39,011 | $731,013 | 35,922 | +3,089+8.60% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #86 | $768,961 | 38,124 | $1.7M | 82,028 | -43,904-53.52% | Reduce |
| WealthCare Asset Management, LLC |
| 0.31% | 0.39% | #27 | $737,224 | 36,550 | $366,387 | 18,004 | +18,546+103.01% | Add |
