| LPL Financial LLC |
| 0.01% | <0.01% | #48 | $26.8M | 1.0M | $16.0M | 624,275 | +413,363+66.21% | Add |
| Legacy Financial Group LLC |
| 1.87% | 1.81% | #3 | $16.6M | 645,037 | $14.4M | 560,883 | +84,154+15.00% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #40 | $10.2M | 395,164 | $9.7M | 378,417 | +16,747+4.43% | Add |
| Equitable Holdings, Inc. |
| 0.06% | 0.06% | #21 | $9.8M | 377,986 | $8.7M | 334,660 | +43,326+12.95% | Add |
| Trinity Legacy Partners, LLC |
| 2.04% | 2.04% | #2 | $9.4M | 362,263 | $9.4M | 362,263 | 00.00% | Unchanged |
| SFE Investment Counsel |
| 0.97% | 1.01% | #7 | $7.1M | 274,568 | $6.4M | 250,489 | +24,079+9.61% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #47 | $6.6M | 255,425 | $3.8M | 149,363 | +106,062+71.01% | Add |
| GPM Growth Investors, Inc. |
| 2.72% | 2.35% | #1 | $6.5M | 251,932 | $5.6M | 217,988 | +33,944+15.57% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.02% | #29 | $5.8M | 225,239 | $4.4M | 173,188 | +52,051+30.05% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #65 | $5.7M | 222,549 | $7.7M | 293,132 | -70,583-24.08% | Reduce |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #50 | $5.6M | 217,271 | $4.4M | 173,308 | +43,963+25.37% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #60 | $4.3M | 165,411 | $3.4M | 132,612 | +32,799+24.73% | Add |
| HOWARD WEALTH MANAGEMENT, LLC |
| 1.54% | 1.55% | #5 | $4.2M | 160,988 | $3.7M | 143,898 | +17,090+11.88% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #59 | $4.0M | 156,880 | $3.6M | 139,983 | +16,897+12.07% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #58 | $4.0M | 154,350 | $2.9M | 113,577 | +40,773+35.90% | Add |
| RPg Family Wealth Advisory, LLC |
| 0.81% | 1.61% | #9 | $3.9M | 150,630 | $7.7M | 301,018 | -150,388-49.96% | Reduce |
| Advisory Alpha, LLC |
| 0.09% | 0.1% | #17 | $3.8M | 148,157 | $3.8M | 146,571 | +1,586+1.08% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #63 | $3.6M | 139,278 | $2.8M | 110,356 | +28,922+26.21% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #53 | $3.3M | 127,338 | $3.2M | 126,905 | +433+0.34% | Add |
| Turning Point Benefit Group, Inc. |
| 1.04% | 0.94% | #6 | $2.4M | 93,853 | $1.5M | 57,341 | +36,512+63.68% | Add |
| LBMC INVESTMENT ADVISORS, LLC |
| 0.13% | 0.14% | #16 | $2.4M | 91,126 | $2.3M | 91,089 | +37+0.04% | Add |
| Milestones Private Investment Advisors LLC |
| 1.87% | 2.07% | #4 | $2.4M | 91,115 | $2.4M | 91,865 | -750-0.82% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.03% | 0.03% | #30 | $2.0M | 78,538 | $2.0M | 78,053 | +485+0.62% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #69 | $1.8M | 70,474 | $1.5M | 58,070 | +12,404+21.36% | Add |
| Prospera Financial Services Inc |
| 0.03% | 0.03% | #31 | $1.8M | 67,984 | $1.7M | 66,752 | +1,232+1.85% | Add |
| NewEdge Advisors, LLC |
| <0.01% | 0.01% | #52 | $1.6M | 60,156 | $1.5M | 57,897 | +2,259+3.90% | Add |
| Altrius Capital Management Inc |
| 0.29% | 0.35% | #12 | $1.6M | 60,133 | $1.5M | 59,726 | +407+0.68% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #68 | $798,000 | 30,907 | $575,000 | 22,454 | +8,453+37.65% | Add |
| Brookstone Capital Management |
| 0.01% | 0.01% | #46 | $785,973 | 30,451 | $784,349 | 30,651 | -200-0.65% | Reduce |
| Tudor Financial Inc. |
| 0.31% | — | #11 | $689,739 | 26,723 | $0 | 0 | +26,723 | New Buy |
| Private Advisory Group LLC |
| 0.04% | 0.04% | #26 | $687,788 | 26,647 | $593,714 | 23,201 | +3,446+14.85% | Add |
| Axim Planning & Wealth |
| 0.96% | 0.84% | #8 | $685,052 | 26,541 | $693,847 | 27,114 | -573-2.11% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.01% | — | #41 | $679,013 | 26,307 | $0 | 0 | +26,307 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #70 | $661,923 | 25,645 | $649,295 | 25,373 | +272+1.07% | Add |
| Keel Point, LLC |
| 0.04% | 0.04% | #25 | $654,371 | 25,352 | $648,766 | 25,352 | 00.00% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.01% | 0.01% | #43 | $649,555 | 25,166 | $672,916 | 26,296 | -1,130-4.30% | Reduce |
| Ark Wealth Advisors LLC |
| 0.54% | 0.62% | #10 | $606,483 | 23,497 | $621,607 | 24,291 | -794-3.27% | Reduce |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #42 | $601,598 | 23,308 | $596,445 | 23,307 | +1+0.00% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #67 | $581,944 | 22,546 | $563,379 | 22,016 | +530+2.41% | Add |
| VestGen Advisors, LLC |
| 0.01% | 0.01% | #37 | $511,211 | 19,806 | $457,490 | 17,688 | +2,118+11.97% | Add |
| HUB Investment Partners, LLC |
| 0.01% | 0.01% | #45 | $504,729 | 19,555 | $484,416 | 18,930 | +625+3.30% | Add |
| Simplicity Wealth,LLC |
| 0.02% | 0.01% | #35 | $464,626 | 18,001 | $262,246 | 10,248 | +7,753+75.65% | Add |
| Segment Wealth Management, LLC |
| 0.02% | 0.03% | #33 | $457,631 | 17,730 | $453,711 | 17,730 | 00.00% | Unchanged |
| 4Thought Financial Group Inc. |
| 0.21% | 0.21% | #13 | $439,084 | 17,011 | $415,005 | 16,217 | +794+4.90% | Add |
| Ascentis Independent Advisors |
| 0.05% | 0.03% | #22 | $400,432 | 15,648 | $400,432 | 15,648 | 00.00% | Unchanged |
| Capital Analysts, LLC |
| 0.01% | <0.01% | #44 | $399,530 | 15,479 | $108,000 | 4,150 | +11,329+272.99% | Add |
| Alaska Wealth Advisors, LLC |
| 0.04% | 0.05% | #24 | $389,025 | 15,072 | $379,073 | 14,813 | +259+1.75% | Add |
| AlphaStar Capital Management, LLC |
| 0.02% | 0.03% | #32 | $387,244 | 15,003 | $382,008 | 14,928 | +75+0.50% | Add |
| Topsail Wealth Management, LLC |
| 0.05% | 0.05% | #23 | $381,023 | 14,762 | $362,022 | 14,147 | +615+4.35% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #71 | $375,371 | 14,543 | $353,372 | 13,809 | +734+5.32% | Add |
