| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #45 | $18.0M | 300,530 | $17.0M | 328,833 | -28,303-8.61% | Reduce |
| Lunt Capital Management, Inc. |
| 5.63% | 5.32% | #1 | $15.3M | 256,680 | $13.9M | 267,562 | -10,882-4.07% | Reduce |
| Financial Enhancement Group LLC |
| 1.68% | 1.56% | #2 | $14.1M | 236,296 | $12.6M | 233,290 | +3,006+1.29% | Add |
| Geneos Wealth Management Inc. |
| 0.27% | 0.27% | #9 | $13.2M | 221,744 | $11.5M | 222,641 | -897-0.40% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #25 | $12.9M | 215,382 | $12.4M | 238,744 | -23,362-9.79% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #38 | $12.3M | 206,458 | $10.7M | 205,689 | +769+0.37% | Add |
| Centric Wealth Management |
| 1.61% | 2.05% | #3 | $10.3M | 189,528 | $10.3M | 189,528 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #49 | $9.6M | 161,121 | $8.5M | 164,122 | -3,001-1.83% | Reduce |
| Atria Investments, Inc |
| 0.09% | 0.08% | #19 | $9.1M | 152,729 | $6.9M | 132,944 | +19,785+14.88% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #59 | $7.3M | 121,964 | $5.9M | 113,000 | +8,964+7.93% | Add |
| Ausdal Financial Partners, Inc. |
| 0.25% | 0.25% | #13 | $6.3M | 105,749 | $5.7M | 110,622 | -4,873-4.41% | Reduce |
| Gallagher Fiduciary Advisors, LLC |
| 0.18% | 0.06% | #16 | $6.2M | 103,651 | $4.3M | 83,558 | +20,093+24.05% | Add |
| ENZI WEALTH |
| 1.08% | 1.11% | #4 | $3.4M | 59,420 | $3.2M | 61,490 | -2,070-3.37% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #56 | $2.9M | 48,904 | $2.5M | 48,639 | +265+0.54% | Add |
| Creative Planning |
| <0.01% | <0.01% | #52 | $2.5M | 41,763 | $2.2M | 41,763 | 00.00% | Unchanged |
| Ergawealth Advisors, Inc. |
| 0.85% | 0.88% | #5 | $2.2M | 36,690 | $2.0M | 38,536 | -1,846-4.79% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #64 | $1.9M | 32,003 | $1.8M | 35,397 | -3,394-9.59% | Reduce |
| World Investment Advisors |
| 0.03% | 0.03% | #24 | $1.8M | 35,705 | $1.8M | 35,705 | 00.00% | Unchanged |
| Summit Financial, LLC |
| 0.02% | — | #29 | $1.8M | 30,891 | $0 | 0 | +30,891 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #46 | $1.8M | 30,746 | $1.6M | 30,708 | +38+0.12% | Add |
| Equitable Holdings, Inc. |
| 0.01% | 0.01% | #33 | $1.8M | 29,909 | $2.3M | 43,402 | -13,493-31.09% | Reduce |
| Waverly Advisors, LLC |
| 0.01% | 0.01% | #35 | $1.7M | 28,192 | $1.3M | 24,857 | +3,335+13.42% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #50 | $1.5M | 24,697 | $1.3M | 25,622 | -925-3.61% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #41 | $1.4M | 23,360 | $1.2M | 23,654 | -294-1.24% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #53 | $1.3M | 22,266 | $1.1M | 22,121 | +145+0.66% | Add |
| Palumbo Wealth Management LLC |
| 0.27% | 0.28% | #11 | $1.3M | 21,200 | $1.1M | 22,086 | -886-4.01% | Reduce |
| Centurion Wealth Management LLC |
| 0.27% | 0.15% | #10 | $1.1M | 18,774 | $673,317 | 12,996 | +5,778+44.46% | Add |
| GeoWealth Management, LLC |
| 0.03% | 0.03% | #22 | $1.1M | 17,592 | $910,886 | 17,582 | +10+0.06% | Add |
| WBI INVESTMENTS, LLC |
| 0.22% | 0.2% | #14 | $887,384 | 14,851 | $686,767 | 13,256 | +1,595+12.03% | Add |
| LANDMARK WEALTH MANAGEMENT, INC. |
| 0.28% | 0.29% | #8 | $845,118 | 14,144 | $762,073 | 14,709 | -565-3.84% | Reduce |
| Belpointe Asset Management LLC |
| 0.02% | 0.02% | #27 | $735,296 | 12,306 | $618,715 | 11,942 | +364+3.05% | Add |
| MILLINGTON SECURITIES, LLC |
| 0.26% | — | #12 | $686,767 | 13,256 | $0 | 0 | +13,256 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #43 | $638,499 | 10,686 | $553,642 | 10,686 | 00.00% | Unchanged |
| Clarus Group, Inc. |
| 0.22% | 0.2% | #15 | $638,499 | 10,686 | $553,642 | 10,686 | 00.00% | Unchanged |
| Unified Investment Management |
| 0.57% | 0.55% | #6 | $616,251 | 10,314 | $534,295 | 10,313 | +1+0.01% | Add |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #37 | $584,139 | 9,777 | $504,102 | 9,729 | +48+0.49% | Add |
| Alpha Financial Partners LLC |
| 0.3% | 0.33% | #7 | $579,819 | 9,704 | $556,001 | 10,732 | -1,028-9.58% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.02% | 0.02% | #30 | $578,211 | 9,677 | $504,681 | 9,741 | -64-0.66% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #63 | $496,875 | 8,316 | $404,739 | 7,812 | +504+6.45% | Add |
| Integrated Advisors Network LLC |
| 0.02% | 0.02% | #28 | $480,095 | 8,035 | $348,977 | 6,736 | +1,299+19.28% | Add |
| LANARK FINANCIAL, INC. |
| 0.03% | 0.03% | #23 | $464,564 | 7,775 | $402,822 | 7,775 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #61 | $450,463 | 7,539 | $365,312 | 7,051 | +488+6.92% | Add |
| Chicago Wealth Management, Inc. |
| 0.16% | 0.16% | #18 | $441,992 | 7,397 | $397,891 | 7,680 | -283-3.68% | Reduce |
| Maridea Wealth Management LLC |
| 0.04% | 0.04% | #20 | $406,084 | 6,796 | $266,138 | 5,137 | +1,659+32.30% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #68 | $373,145 | 6,245 | $2.3M | 44,431 | -38,186-85.94% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #66 | $366,513 | 6,134 | $1.9M | 36,967 | -30,833-83.41% | Reduce |
| Cornerstone Wealth Management, LLC |
| 0.02% | 0.02% | #31 | $357,911 | 5,990 | $324,947 | 6,272 | -282-4.50% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #69 | $334,247 | 5,594 | $486,949 | 9,406 | -3,812-40.53% | Reduce |
| HUB Investment Partners, LLC |
| 0.01% | 0.01% | #39 | $327,734 | 5,485 | $325,626 | 6,285 | -800-12.73% | Reduce |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #51 | $320,445 | 5,363 | $277,857 | 5,363 | 00.00% | Unchanged |