| Arkadios Wealth Advisors |
| 0.93% | 0.62% | #10 | $61.2M | 1.3M | $38.2M | 1.2M | +184,019+15.92% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #47 | $48.4M | 1.1M | $35.8M | 1.1M | -21,617-2.00% | Reduce |
| Goldstein Advisors, LLC |
| 2.66% | 2.5% | #3 | $29.1M | 638,243 | $22.5M | 681,984 | -43,741-6.41% | Reduce |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
| 1.35% | 0.85% | #7 | $18.9M | 413,367 | $10.5M | 318,822 | +94,545+29.65% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #67 | $18.2M | 398,395 | $4.6M | 138,114 | +260,281+188.45% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.2% | 0.14% | #20 | $12.5M | 273,286 | $7.5M | 226,935 | +46,351+20.42% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #46 | $9.4M | 204,869 | $6.6M | 200,535 | +4,334+2.16% | Add |
| Ocean Park Asset Management, LLC |
| 0.31% | — | #18 | $6.4M | 140,332 | $0 | 0 | +140,332 | New Buy |
| STIFEL FINANCIAL CORP |
| 0.01% | <0.01% | #61 | $6.2M | 135,742 | $3.7M | 111,149 | +24,593+22.13% | Add |
| Colonial River Investments, LLC |
| 1.75% | 0.39% | #4 | $6.1M | 134,688 | $1.1M | 32,701 | +101,987+311.88% | Add |
| Sunrise Financial Services, LLC |
| 3.18% | 2.61% | #1 | $5.4M | 117,333 | $3.7M | 111,650 | +5,683+5.09% | Add |
| Prosperity Financial Group, Inc. |
| 1.63% | — | #5 | $5.3M | 115,559 | $0 | 0 | +115,559 | New Buy |
| Proactive Wealth Strategies LLC |
| 0.83% | 0.51% | #11 | $5.2M | 113,128 | $2.7M | 81,658 | +31,470+38.54% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.42% | 0.35% | #15 | $4.6M | 101,124 | $3.3M | 99,093 | +2,031+2.05% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #70 | $4.4M | 96,338 | $2.1M | 62,887 | +33,451+53.19% | Add |
| NWM ADVISORS, LLC |
| 2.85% | 2.22% | #2 | $3.6M | 79,266 | $2.4M | 73,895 | +5,371+7.27% | Add |
| Stratos Wealth Partners, LTD. |
| 0.04% | 0.04% | #34 | $3.6M | 78,737 | $3.2M | 97,075 | -18,338-18.89% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #50 | $3.4M | 75,386 | $3.2M | 97,786 | -22,400-22.91% | Reduce |
| Noble Wealth Management PBC |
| 1.36% | 1.18% | #6 | $3.0M | 66,568 | $2.4M | 71,138 | -4,570-6.42% | Reduce |
| Apollon Financial, LLC |
| 0.32% | 0.25% | #17 | $2.7M | 59,706 | $1.8M | 55,613 | +4,093+7.36% | Add |
| SMITH, MOORE & CO. |
| 0.17% | 0.1% | #25 | $2.7M | 58,777 | $1.4M | 42,978 | +15,799+36.76% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #48 | $2.6M | 57,701 | $1.5M | 45,348 | +12,353+27.24% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | <0.01% | #58 | $2.5M | 54,510 | $1.7M | 50,976 | +3,534+6.93% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #79 | $2.3M | 50,636 | $5.2M | 158,006 | -107,370-67.95% | Reduce |
| Berbice Capital Management LLC |
| 1.17% | 1.01% | #8 | $2.3M | 49,514 | $1.6M | 46,914 | +2,600+5.54% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #51 | $2.2M | 47,494 | $1.6M | 49,023 | -1,529-3.12% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #53 | $1.8M | 39,870 | $1.5M | 46,842 | -6,972-14.88% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #76 | $1.8M | 39,501 | $4.5M | 136,396 | -96,895-71.04% | Reduce |
| PCG Wealth Advisors, LLC |
| 0.36% | 0.29% | #16 | $1.6M | 35,845 | $1.1M | 34,373 | +1,472+4.28% | Add |
| MONECO ADVISORS, LLC |
| 0.1% | — | #29 | $1.6M | 34,649 | $0 | 0 | +34,649 | New Buy |
| Aurora Private Wealth, Inc. |
| 1% | 0.54% | #9 | $1.6M | 34,561 | $753,000 | 20,853 | +13,708+65.74% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #69 | $1.5M | 32,301 | $897,370 | 27,162 | +5,139+18.92% | Add |
| FRED ALGER MANAGEMENT, LLC |
| <0.01% | <0.01% | #63 | $1.3M | 28,104 | $928,556 | 28,104 | 00.00% | Unchanged |
| Western Wealth Management, LLC |
| 0.04% | 0.03% | #33 | $1.2M | 27,182 | $905,303 | 27,400 | -218-0.80% | Reduce |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.05% | 0.05% | #32 | $1.2M | 25,829 | $762,000 | 23,080 | +2,749+11.91% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #71 | $1.2M | 25,710 | $849,471 | 25,710 | 00.00% | Unchanged |
| Sankala Group LLC |
| 0.63% | — | #12 | $935,268 | 20,879 | $0 | 0 | +20,879 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #62 | $924,210 | 20,250 | $315,856 | 9,560 | +10,690+111.82% | Add |
| Brookwood Investment Group LLC |
| 0.1% | 0.08% | #28 | $889,204 | 19,483 | $617,749 | 18,697 | +786+4.20% | Add |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.01% | #44 | $853,820 | 25,842 | $853,820 | 25,842 | 00.00% | Unchanged |
| PMG Wealth Management, Inc. |
| 0.52% | 0.41% | #13 | $845,664 | 18,529 | $572,814 | 17,337 | +1,192+6.88% | Add |
| HighPoint Advisor Group LLC |
| 0.03% | — | #37 | $816,588 | 17,892 | $0 | 0 | +17,892 | New Buy |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.03% | 0.03% | #35 | $807,872 | 17,701 | $591,747 | 17,910 | -209-1.17% | Reduce |
| OPPENHEIMER & CO INC |
| 0.01% | 0.01% | #54 | $733,572 | 16,073 | $584,213 | 17,682 | -1,609-9.10% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #82 | $682,409 | 14,952 | $0 | 0 | +14,952 | New Buy |
| Triton Wealth Management, PLLC |
| 0.19% | 0.18% | #23 | $607,167 | 13,633 | $478,589 | 14,327 | -694-4.84% | Reduce |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #65 | $595,988 | 13,059 | $438,267 | 12,137 | +922+7.60% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #74 | $589,897 | 12,925 | $228,505 | 6,916 | +6,009+86.89% | Add |
| PRESILIUM PRIVATE WEALTH, LLC |
| 0.08% | — | #30 | $547,224 | 11,990 | $0 | 0 | +11,990 | New Buy |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #52 | $521,685 | 11,430 | $359,225 | 10,872 | +558+5.13% | Add |
