| Simplify Asset Management Inc. |
| 0.55% | 0.61% | #16 | $39.8M | 1.7M | $40.0M | 1.7M | 00.00% | Unchanged |
| AE Wealth Management LLC |
| 0.11% | 0.13% | #42 | $24.0M | 1.0M | $23.6M | 1.0M | +20,532+2.04% | Add |
| LPL Financial LLC |
| <0.01% | 0.01% | #73 | $21.7M | 925,508 | $19.4M | 825,521 | +99,987+12.11% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.17% | 0.14% | #34 | $14.2M | 608,397 | $9.7M | 411,536 | +196,861+47.84% | Add |
| Elevated Capital Advisors, LLC |
| 3.2% | 2.61% | #2 | $11.7M | 497,573 | $10.4M | 441,417 | +56,156+12.72% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.02% | 0.01% | #65 | $10.5M | 446,645 | $3.3M | 139,917 | +306,728+219.22% | Add |
| WEDBUSH SECURITIES INC |
| 0.23% | 0.2% | #28 | $8.9M | 380,116 | $7.0M | 297,732 | +82,384+27.67% | Add |
| RiverTree Advisors, LLC |
| 4.66% | 4.63% | #1 | $7.9M | 336,734 | $7.3M | 311,262 | +25,472+8.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #83 | $7.5M | 319,302 | $13.5M | 574,740 | -255,438-44.44% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.05% | 0.04% | #52 | $6.0M | 257,395 | $5.0M | 214,797 | +42,598+19.83% | Add |
| Key Capital Management, INC |
| 2.93% | 3.52% | #3 | $5.7M | 243,255 | $5.3M | 226,781 | +16,474+7.26% | Add |
| Owen LaRue, LLC |
| 1.86% | 2.31% | #5 | $5.3M | 228,395 | $6.0M | 256,075 | -27,680-10.81% | Reduce |
| LANE BROTHERS & CO INC |
| 2.68% | 1.15% | #4 | $4.1M | 175,178 | $1.6M | 67,154 | +108,024+160.86% | Add |
| HOWARD BAILEY SECURITIES, LLC |
| 1.53% | 1.67% | #6 | $4.1M | 174,639 | $4.1M | 173,204 | +1,435+0.83% | Add |
| B.O.S.S. Retirement Advisors, LLC |
| 0.92% | 0.97% | #12 | $3.4M | 145,512 | $3.2M | 135,332 | +10,180+7.52% | Add |
| Park Edge Advisors, LLC |
| 0.7% | 0.76% | #14 | $3.3M | 142,406 | $3.3M | 140,046 | +2,360+1.69% | Add |
| Fiduciary Alliance LLC |
| 0.21% | 0.17% | #30 | $3.2M | 135,512 | $2.8M | 118,006 | +17,506+14.83% | Add |
| FSA Advisors, Inc. |
| 1.45% | 1.86% | #7 | $3.2M | 135,402 | $2.8M | 120,011 | +15,391+12.82% | Add |
| Impact Partnership Wealth, LLC |
| 0.3% | 0.29% | #25 | $3.1M | 130,452 | $2.4M | 100,402 | +30,050+29.93% | Add |
| SteelPeak Wealth, LLC |
| 0.08% | 0.04% | #48 | $2.9M | 123,900 | $1.3M | 53,284 | +70,616+132.53% | Add |
| Encompass More Asset Management |
| 0.42% | 0.46% | #19 | $2.9M | 122,659 | $2.8M | 117,407 | +5,252+4.47% | Add |
| CreativeOne Wealth, LLC |
| 0.05% | 0.03% | #53 | $2.1M | 91,008 | $1.5M | 62,856 | +28,152+44.79% | Add |
| Reyes Financial Architecture, Inc. |
| 1.15% | 1.69% | #9 | $2.1M | 87,750 | $2.1M | 87,980 | -230-0.26% | Reduce |
| Authentikos Wealth Advisory, LLC |
| 1.26% | 1.41% | #8 | $2.0M | 84,383 | $2.1M | 88,578 | -4,195-4.74% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #80 | $2.0M | 84,071 | $1.6M | 69,827 | +14,244+20.40% | Add |
| SMART Wealth LLC |
| 0.41% | 0.59% | #20 | $1.9M | 80,602 | $2.0M | 86,417 | -5,815-6.73% | Reduce |
| GK Wealth Management LLC |
| 0.98% | — | #10 | $1.9M | 79,699 | $0 | 0 | +79,699 | New Buy |
| Beacon Capital Management, LLC |
| 0.25% | 0.42% | #26 | $1.7M | 73,671 | $2.4M | 100,518 | -26,847-26.71% | Reduce |
| Blackston Financial Advisory Group, LLC |
| 0.97% | 1.01% | #11 | $1.7M | 73,343 | $1.6M | 68,492 | +4,851+7.08% | Add |
| Alpine Bank Wealth Management |
| 0.2% | 0.2% | #31 | $1.6M | 67,324 | $1.4M | 58,278 | +9,046+15.52% | Add |
| WCG Wealth Advisors LLC |
| 0.04% | 0.05% | #55 | $1.6M | 67,104 | $1.7M | 72,613 | -5,509-7.59% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #70 | $1.6M | 66,630 | $811,016 | 34,504 | +32,126+93.11% | Add |
| Integrated Advisors Network LLC |
| 0.07% | 0.05% | #50 | $1.5M | 64,012 | $1.0M | 42,829 | +21,183+49.46% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #82 | $1.4M | 61,438 | $547,470 | 23,292 | +38,146+163.77% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | — | #78 | $1.4M | 61,250 | $0 | 0 | +61,250 | New Buy |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| 0.08% | — | #47 | $1.4M | 58,076 | $0 | 0 | +58,076 | New Buy |
| Patten Group, Inc. |
| 0.2% | 0.07% | #32 | $1.3M | 54,276 | $399,844 | 17,011 | +37,265+219.06% | Add |
| Cambridge Advisors Inc. |
| 0.22% | 0.23% | #29 | $1.3M | 53,854 | $1.2M | 51,120 | +2,734+5.35% | Add |
| Networth Advisors, LLC |
| 0.72% | 0.84% | #13 | $1.2M | 52,584 | $1.2M | 50,491 | +2,093+4.15% | Add |
| Independent Advisor Alliance |
| 0.03% | 0.01% | #57 | $1.2M | 50,525 | $1.3M | 56,925 | -6,400-11.24% | Reduce |
| Mosley Wealth Management |
| 0.35% | 0.18% | #21 | $1.1M | 47,333 | $391,616 | 16,420 | +30,913+188.26% | Add |
| Redhawk Wealth Advisors, Inc. |
| 0.1% | 0.11% | #44 | $1.0M | 43,764 | $969,606 | 41,251 | +2,513+6.09% | Add |
| Moors & Cabot, Inc. |
| 0.04% | 0.04% | #54 | $1.0M | 43,411 | $874,400 | 37,201 | +6,210+16.69% | Add |
| Brookwood Investment Group LLC |
| 0.11% | 0.15% | #41 | $1.0M | 43,370 | $1.2M | 49,991 | -6,621-13.24% | Reduce |
| Soltis Investment Advisors LLC |
| 0.05% | 0.05% | #51 | $967,995 | 41,332 | $848,916 | 36,116 | +5,216+14.44% | Add |
| Arax Advisory Partners |
| 0.01% | 0.02% | #72 | $913,876 | 39,021 | $757,210 | 32,215 | +6,806+21.13% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #77 | $895,316 | 38,229 | $977,235 | 41,576 | -3,347-8.05% | Reduce |
| COMPASS CAPITAL CORP /MA/ /ADV |
| 0.3% | 0.45% | #24 | $889,685 | 38,037 | $1.2M | 53,048 | -15,011-28.30% | Reduce |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #68 | $848,938 | 36,248 | $913,132 | 38,848 | -2,600-6.69% | Reduce |
| Dynamic Advisor Solutions LLC |
| 0.02% | 0.03% | #58 | $847,729 | 36,197 | $882,912 | 37,563 | -1,366-3.64% | Reduce |
