| Rockport Wealth LLC |
| 12.75% | 13.58% | #1 | $75.9M | 3.8M | $74.6M | 3.7M | +65,660+1.78% | Add |
| UPTICK PARTNERS, LLC |
| 3.63% | 4.24% | #4 | $23.3M | 1.2M | $21.3M | 1.1M | +101,750+9.68% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #43 | $23.1M | 1.1M | $25.8M | 1.3M | -133,540-10.48% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #56 | $11.9M | 584,617 | $10.3M | 509,305 | +75,312+14.79% | Add |
| Copia Wealth Management |
| 6.29% | 6.62% | #2 | $10.5M | 517,622 | $9.6M | 475,568 | +42,054+8.84% | Add |
| OxenFree Capital LLC |
| 3.72% | 2.27% | #3 | $8.1M | 401,157 | $4.7M | 231,322 | +169,835+73.42% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.01% | #46 | $7.7M | 380,302 | $3.2M | 156,993 | +223,309+142.24% | Add |
| WMG Financial Advisors, LLC |
| 2.31% | 1.31% | #6 | $6.1M | 302,685 | $3.1M | 155,210 | +147,475+95.02% | Add |
| Grantvest Financial Group LLC |
| 2.79% | 3.11% | #5 | $4.8M | 237,766 | $4.8M | 237,273 | +493+0.21% | Add |
| Haven Private, LLC |
| 1.56% | 1.18% | #7 | $4.1M | 202,803 | $2.7M | 134,170 | +68,633+51.15% | Add |
| Farther Finance Advisors, LLC |
| 0.03% | 0.08% | #38 | $4.0M | 196,132 | $9.0M | 443,453 | -247,321-55.77% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #58 | $3.6M | 179,985 | $2.7M | 132,079 | +47,906+36.27% | Add |
| Hobbs Group Advisors, LLC |
| 0.79% | — | #11 | $3.0M | 149,229 | $0 | 0 | +149,229 | New Buy |
| NWAM LLC |
| 0.14% | — | #23 | $2.9M | 141,275 | $0 | 0 | +141,275 | New Buy |
| Tidal Investments LLC |
| <0.01% | <0.01% | #55 | $2.8M | 138,724 | $2.3M | 115,081 | +23,643+20.54% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.02% | #53 | $2.6M | 127,334 | $6.1M | 301,994 | -174,660-57.84% | Reduce |
| Integrated Advisors Network LLC |
| 0.12% | 0.09% | #26 | $2.6M | 126,816 | $1.8M | 89,004 | +37,812+42.48% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #62 | $2.5M | 124,760 | $3.8M | 189,651 | -64,891-34.22% | Reduce |
| Advyzon Investment Management, LLC |
| 0.18% | 0.3% | #20 | $2.5M | 123,440 | $3.3M | 163,874 | -40,434-24.67% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.04% | 0.05% | #36 | $2.3M | 113,401 | $1.4M | 67,653 | +45,748+67.62% | Add |
| TCP Asset Management, LLC |
| 0.25% | 0.32% | #19 | $2.2M | 109,249 | $2.5M | 122,956 | -13,707-11.15% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.02% | — | #40 | $2.1M | 104,020 | $0 | 0 | +104,020 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #59 | $1.9M | 94,903 | $1.8M | 91,292 | +3,611+3.96% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #54 | $1.9M | 91,735 | $2.0M | 97,503 | -5,768-5.92% | Reduce |
| B. Riley Wealth Advisors, Inc. |
| 0.1% | 0.08% | #28 | $1.8M | 88,727 | $1.2M | 60,696 | +28,031+46.18% | Add |
| Prostatis Group LLC |
| 0.39% | 0.45% | #16 | $1.7M | 83,695 | $1.8M | 87,209 | -3,514-4.03% | Reduce |
| Essex Financial Services, Inc. |
| 0.08% | 0.09% | #32 | $1.6M | 80,126 | $1.6M | 76,692 | +3,434+4.48% | Add |
| THRYVE WEALTH MANAGEMENT LLC |
| 0.89% | 0.97% | #10 | $1.6M | 78,341 | $1.5M | 71,658 | +6,683+9.33% | Add |
| Ergawealth Advisors, Inc. |
| 0.6% | 0.74% | #12 | $1.6M | 76,761 | $1.7M | 83,097 | -6,336-7.62% | Reduce |
| PRIMORIS WEALTH ADVISORS, LLC |
| 0.58% | — | #13 | $1.3M | 63,301 | $0 | 0 | +63,301 | New Buy |
| Ethos Financial Group, LLC |
| 0.08% | 0.07% | #31 | $1.2M | 59,981 | $924,933 | 45,710 | +14,271+31.22% | Add |
| Fiscal Wisdom Wealth Management, LLC |
| 0.93% | 1.18% | #9 | $1.1M | 54,091 | $1.2M | 60,528 | -6,437-10.63% | Reduce |
| Realta Investment Advisors |
| 0.34% | 0.35% | #17 | $1.1M | 53,951 | $995,134 | 49,155 | +4,796+9.76% | Add |
| Allworth Financial LP |
| <0.01% | — | #57 | $1.0M | 50,231 | $0 | 0 | +50,231 | New Buy |
| Ascent Advisors, LLC |
| 1.16% | 1.42% | #8 | $1.0M | 49,814 | $897,522 | 44,333 | +5,481+12.36% | Add |
| Synergy Asset Management, LLC |
| 0.09% | — | #30 | $984,878 | 48,660 | $0 | 0 | +48,660 | New Buy |
| Summit Financial, LLC |
| 0.01% | 0.01% | #51 | $891,583 | 44,051 | $739,873 | 36,546 | +7,505+20.54% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #61 | $867,691 | 42,870 | $1.7M | 82,839 | -39,969-48.25% | Reduce |
| TCFG Investment Advisors, LLC |
| 0.29% | 1.6% | #18 | $864,945 | 42,734 | $4.3M | 211,159 | -168,425-79.76% | Reduce |
| Brookwood Investment Group LLC |
| 0.1% | 0.08% | #29 | $847,459 | 41,870 | $635,647 | 31,398 | +10,472+33.35% | Add |
| Authentikos Wealth Advisory, LLC |
| 0.47% | 0.56% | #14 | $739,778 | 36,550 | $824,761 | 40,739 | -4,189-10.28% | Reduce |
| Stratos Wealth Advisors, LLC |
| 0.04% | 0.04% | #37 | $702,033 | 34,685 | $728,168 | 35,967 | -1,282-3.56% | Reduce |
| Meridian Wealth Management, LLC |
| 0.02% | — | #41 | $692,127 | 34,196 | $0 | 0 | +34,196 | New Buy |
| Convergence Financial, LLC |
| 0.05% | — | #33 | $609,447 | 30,111 | $0 | 0 | +30,111 | New Buy |
| HICKS CAPITAL MANAGEMENT LLC |
| 0.42% | 0.54% | #15 | $512,416 | 25,317 | $544,125 | 26,877 | -1,560-5.80% | Reduce |
| CLG LLC |
| 0.11% | 0.14% | #27 | $508,532 | 25,125 | $561,902 | 27,755 | -2,630-9.48% | Reduce |
| Simplicity Wealth,LLC |
| 0.02% | 0.03% | #45 | $499,928 | 24,700 | $500,052 | 24,700 | 00.00% | Unchanged |
| Independent Wealth Network Inc. |
| 0.12% | 0.18% | #25 | $475,660 | 23,501 | $618,910 | 30,571 | -7,070-23.13% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #65 | $441,090 | 21,793 | $714,972 | 35,316 | -13,523-38.29% | Reduce |
| Kovack Advisors, Inc. |
| 0.02% | 0.04% | #42 | $424,116 | 20,989 | $800,652 | 39,566 | -18,577-46.95% | Reduce |
