| Arax Advisory Partners |
| 0.38% | 1.1% | #17 | $57.8M | 2.2M | $38.8M | 1.5M | +675,569+44.64% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #65 | $49.4M | 1.9M | $30,149 | 1,124 | +1.9M+166,329.72% | Add |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
| 21.91% | 21.91% | #1 | $41.7M | 1.6M | $41.7M | 1.6M | 00.00% | Unchanged |
| Focus Partners Wealth |
| 0.04% | 0.04% | #43 | $39.2M | 1.5M | $34.8M | 1.4M | +124,044+9.14% | Add |
| Estate Planners Group, LLC |
| 9.23% | 9.32% | #2 | $20.4M | 772,217 | $19.4M | 756,166 | +16,051+2.12% | Add |
| Guardian Financial Partners, LLC |
| 7.93% | 7.9% | #3 | $20.4M | 770,855 | $18.7M | 729,139 | +41,716+5.72% | Add |
| Atria Investments, Inc |
| 0.18% | 0.05% | #23 | $17.9M | 677,733 | $4.7M | 184,774 | +492,959+266.79% | Add |
| Mariner, LLC |
| 0.02% | 0.01% | #49 | $17.0M | 642,610 | $4.8M | 185,560 | +457,050+246.31% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #66 | $9.6M | 365,239 | $1.4M | 54,442 | +310,797+570.88% | Add |
| Sound Income Strategies, LLC |
| 0.39% | 0.34% | #16 | $8.7M | 330,517 | $7.0M | 269,832 | +60,685+22.49% | Add |
| Gradient Investments LLC |
| 0.11% | 0.12% | #28 | $8.0M | 302,753 | $7.5M | 294,190 | +8,563+2.91% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | 0.01% | #57 | $6.0M | 225,787 | $5.9M | 231,116 | -5,329-2.31% | Reduce |
| Inspire Advisors, LLC |
| 0.37% | 0.1% | #18 | $5.3M | 200,146 | $1.2M | 48,403 | +151,743+313.50% | Add |
| BARCLAYS PLC |
| <0.01% | <0.01% | #71 | $5.1M | 194,400 | $4.9M | 190,000 | +4,400+2.32% | Add |
| Copia Wealth Management |
| 2.97% | 2.85% | #4 | $4.9M | 187,206 | $4.1M | 161,707 | +25,499+15.77% | Add |
| Navis Wealth Advisors, LLC |
| 1.8% | — | #6 | $4.7M | 179,436 | $0 | 0 | +179,436 | New Buy |
| Sowell Financial Services LLC |
| 0.14% | 0.15% | #26 | $4.2M | 158,003 | $4.0M | 156,036 | +1,967+1.26% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #70 | $4.1M | 156,040 | $2.7M | 103,606 | +52,434+50.61% | Add |
| WESPAC Advisors, LLC |
| 1.96% | — | #5 | $4.0M | 151,934 | $0 | 0 | +151,934 | New Buy |
| CWC Advisors, LLC. |
| 1.67% | 1.75% | #7 | $3.8M | 142,226 | $3.7M | 143,534 | -1,308-0.91% | Reduce |
| Ethos Financial Group, LLC |
| 0.22% | 0.23% | #20 | $3.4M | 127,418 | $3.1M | 120,704 | +6,714+5.56% | Add |
| Valeo Financial Advisors, LLC |
| 0.07% | 0.08% | #40 | $3.3M | 123,764 | $3.2M | 123,764 | 00.00% | Unchanged |
| Cedar Wealth Management, LLC |
| 0.81% | 0.86% | #10 | $3.1M | 118,734 | $3.0M | 115,781 | +2,953+2.55% | Add |
| BASSO CAPITAL MANAGEMENT, L.P. |
| 0.66% | 0.69% | #12 | $3.1M | 116,451 | $1.1M | 44,059 | +72,392+164.31% | Add |
| Client First Investment Management LLC |
| 1.25% | — | #8 | $3.0M | 112,467 | $0 | 0 | +112,467 | New Buy |
| Impact Partnership Wealth, LLC |
| 0.28% | 0.27% | #19 | $2.9M | 110,679 | $2.2M | 84,650 | +26,029+30.75% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #47 | $2.7M | 102,958 | $2.6M | 101,087 | +1,871+1.85% | Add |
| PRIMORIS WEALTH ADVISORS, LLC |
| 1.11% | 0.92% | #9 | $2.4M | 92,450 | $1.3M | 51,450 | +41,000+79.69% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #83 | $2.2M | 82,863 | $2.2M | 84,963 | -2,100-2.47% | Reduce |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.08% | — | #36 | $2.2M | 82,276 | $0 | 0 | +82,276 | New Buy |
| Nuveen, LLC |
| <0.01% | — | #77 | $2.1M | 78,589 | $0 | 0 | +78,589 | New Buy |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #53 | $2.0M | 74,396 | $3.9M | 153,353 | -78,957-51.49% | Reduce |
| BANK OF MONTREAL /CAN/ |
| <0.01% | — | #76 | $2.0M | 74,941 | $0 | 0 | +74,941 | New Buy |
| SEAVIEW INVESTMENT MANAGERS LLC |
| 0.45% | 0.4% | #15 | $1.5M | 56,757 | $1.1M | 42,887 | +13,870+32.34% | Add |
| Hilltop Holdings Inc. |
| 0.1% | 0.12% | #31 | $1.3M | 48,395 | $1.3M | 51,150 | -2,755-5.39% | Reduce |
| Knott David M Jr |
| 0.67% | 0.74% | #11 | $1.3M | 47,807 | $1.2M | 47,807 | 00.00% | Unchanged |
| Rockport Wealth LLC |
| 0.21% | 0.2% | #21 | $1.2M | 46,861 | $1.1M | 43,855 | +3,006+6.85% | Add |
| Maridea Wealth Management LLC |
| 0.12% | 0.16% | #27 | $1.1M | 40,285 | $1.1M | 42,042 | -1,757-4.18% | Reduce |
| Brucke Financial, Inc. |
| 0.46% | 0.28% | #14 | $1.0M | 39,422 | $554,159 | 21,605 | +17,817+82.47% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #87 | $911,120 | 34,486 | $0 | 0 | +34,486 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #58 | $842,850 | 31,902 | $409,143 | 15,951 | +15,951+100.00% | Add |
| Ausdal Financial Partners, Inc. |
| 0.03% | — | #44 | $809,535 | 30,641 | $0 | 0 | +30,641 | New Buy |
| GRIFFIN ASSET MANAGEMENT, INC. |
| 0.08% | — | #38 | $734,819 | 27,813 | $0 | 0 | +27,813 | New Buy |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
| 0.1% | 0.16% | #29 | $711,326 | 26,924 | $936,181 | 36,498 | -9,574-26.23% | Reduce |
| Advyzon Investment Management, LLC |
| 0.05% | — | #41 | $683,591 | 25,874 | $0 | 0 | +25,874 | New Buy |
| Almanack Investment Partners, LLC. |
| 0.08% | 0.16% | #35 | $665,758 | 25,199 | $921,322 | 35,919 | -10,720-29.84% | Reduce |
| Nordwand Advisors, LLC |
| 0.09% | 0.1% | #34 | $597,092 | 22,600 | $579,690 | 22,600 | 00.00% | Unchanged |
| Gladstone Institutional Advisory LLC |
| 0.02% | 0.02% | #48 | $581,930 | 22,026 | $634,597 | 24,740 | -2,714-10.97% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #75 | $571,977 | 21,647 | $589 | 23 | +21,624+94,017.39% | Add |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #52 | $480,685 | 18,194 | $608,008 | 23,704 | -5,510-23.25% | Reduce |
