| Hobbs Group Advisors, LLC |
| 7.45% | 7.08% | #1 | $28.3M | 664,406 | $23.7M | 667,973 | -3,567-0.53% | Reduce |
| POTOMAC FUND MANAGEMENT INC /ADV |
| 0.71% | 0.84% | #10 | $28.0M | 657,300 | $24.2M | 681,726 | -24,426-3.58% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #49 | $25.6M | 599,571 | $21.3M | 602,031 | -2,460-0.41% | Reduce |
| Beacon Capital Management, Inc. |
| 0.8% | 0.58% | #7 | $13.1M | 308,323 | $10.3M | 290,859 | +17,464+6.00% | Add |
| Greenwich Wealth Management LLC |
| 0.47% | 0.42% | #13 | $12.8M | 300,089 | $10.3M | 290,081 | +10,008+3.45% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | 0.03% | #37 | $12.6M | 294,650 | $10.4M | 294,060 | +590+0.20% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #54 | $11.5M | 269,605 | $10.4M | 293,411 | -23,806-8.11% | Reduce |
| Vermillion & White Wealth Management Group, LLC |
| 4.85% | 5.94% | #2 | $6.2M | 212,635 | $10.3M | 291,098 | -78,463-26.95% | Reduce |
| SYKON CAPITAL LLC |
| 1.8% | — | #5 | $5.8M | 136,879 | $0 | 0 | +136,879 | New Buy |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.02% | 0.02% | #36 | $5.3M | 125,110 | $3.3M | 91,849 | +33,261+36.21% | Add |
| Oregon Pacific Wealth Management, LLC |
| 4.6% | 4.33% | #3 | $4.9M | 114,997 | $4.2M | 117,253 | -2,256-1.92% | Reduce |
| Atria Investments, Inc |
| 0.04% | 0.04% | #29 | $4.4M | 102,464 | $3.7M | 104,855 | -2,391-2.28% | Reduce |
| Belpointe Asset Management LLC |
| 0.12% | 0.16% | #22 | $3.5M | 83,177 | $4.3M | 122,427 | -39,250-32.06% | Reduce |
| Bellars Harris Wealth Management, LLC |
| 0.7% | — | #11 | $3.4M | 80,755 | $0 | 0 | +80,755 | New Buy |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #52 | $3.3M | 77,128 | $2.2M | 62,551 | +14,577+23.30% | Add |
| PUFF WEALTH MANAGEMENT, LLC |
| 2.86% | — | #4 | $2.8M | 65,724 | $0 | 0 | +65,724 | New Buy |
| Legacy Capital Group California, Inc. |
| 0.83% | 1% | #6 | $2.7M | 64,325 | $2.6M | 73,877 | -9,552-12.93% | Reduce |
| World Investment Advisors |
| 0.03% | 0.03% | #33 | $2.1M | 59,956 | $2.1M | 59,956 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #60 | $1.9M | 44,140 | $1.3M | 36,958 | +7,182+19.43% | Add |
| BLUEDOOR PRIVATE WEALTH, LLC |
| 0.75% | 0.68% | #9 | $1.8M | 41,645 | $1.5M | 41,335 | +310+0.75% | Add |
| Latitude Advisors, LLC |
| 0.63% | 0.61% | #12 | $1.6M | 37,294 | $1.3M | 37,588 | -294-0.78% | Reduce |
| Compound Planning, Inc. |
| 0.04% | 0.04% | #30 | $1.6M | 37,256 | $1.3M | 37,210 | +46+0.12% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #47 | $1.5M | 35,362 | $1.3M | 36,772 | -1,410-3.83% | Reduce |
| GeoWealth Management, LLC |
| 0.04% | 0.04% | #32 | $1.3M | 29,730 | $1.2M | 33,196 | -3,466-10.44% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #45 | $1.2M | 28,049 | $1.2M | 32,499 | -4,450-13.69% | Reduce |
| BlackDiamond Wealth Management, LLC |
| 0.47% | 0.8% | #14 | $1.2M | 26,530 | $1.7M | 47,241 | -20,711-43.84% | Reduce |
| SILVERLAKE WEALTH MANAGEMENT LLC |
| 0.2% | 0.23% | #19 | $1.0M | 24,614 | $1.1M | 31,315 | -6,701-21.40% | Reduce |
| NEW WAVE WEALTH ADVISORS LLC |
| 0.24% | — | #17 | $897,276 | 21,048 | $0 | 0 | +21,048 | New Buy |
| Sound Income Strategies, LLC |
| 0.04% | 0.01% | #31 | $892,426 | 20,934 | $136,682 | 3,837 | +17,097+445.58% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #50 | $865,968 | 20,314 | $725,682 | 20,482 | -168-0.82% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.02% | — | #38 | $803,643 | 18,852 | $0 | 0 | +18,852 | New Buy |
| LANARK FINANCIAL, INC. |
| 0.05% | 0.04% | #27 | $745,897 | 17,497 | $545,657 | 15,401 | +2,096+13.61% | Add |
| Medallion Wealth Advisors, LLC |
| 0.2% | 0.2% | #18 | $663,572 | 15,566 | $601,035 | 16,964 | -1,398-8.24% | Reduce |
| CreativeOne Wealth, LLC |
| 0.01% | 0.02% | #39 | $656,373 | 15,397 | $650,507 | 18,360 | -2,963-16.14% | Reduce |
| Clark Asset Management, LLC |
| 0.05% | 0.05% | #26 | $649,042 | 15,225 | $539,422 | 15,225 | 00.00% | Unchanged |
| Town Capital LLC |
| 0.39% | 0.46% | #15 | $609,140 | 14,289 | $563,297 | 15,971 | -1,682-10.53% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| 0.01% | <0.01% | #40 | $593,558 | 13,923 | $120,923 | 3,413 | +10,510+307.94% | Add |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #53 | $592,088 | 13,889 | $492,087 | 13,889 | 00.00% | Unchanged |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.01% | — | #46 | $509,386 | 11,949 | $0 | 0 | +11,949 | New Buy |
| Onyx Bridge Wealth Group LLC |
| 0.05% | 0.04% | #28 | $506,615 | 11,884 | $415,558 | 11,729 | +155+1.32% | Add |
| Ameritas Advisory Services, LLC |
| 0.01% | — | #42 | $502,608 | 11,790 | $0 | 0 | +11,790 | New Buy |
| Stillwater Private Wealth, LLC |
| 0.27% | — | #16 | $410,101 | 9,620 | $0 | 0 | +9,620 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | — | #61 | $363,292 | 8,522 | $0 | 0 | +8,522 | New Buy |
| Empire Financial Management Company, LLC |
| 0.14% | 0.07% | #21 | $354,638 | 8,319 | $294,742 | 8,319 | 00.00% | Unchanged |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #57 | $334,907 | 7,856 | $255,047 | 7,199 | +657+9.13% | Add |
| Equitable Holdings, Inc. |
| <0.01% | — | #55 | $308,769 | 7,243 | $0 | 0 | +7,243 | New Buy |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #65 | $254,652 | 5,974 | $225,766 | 6,372 | -398-6.25% | Reduce |
| WealthTrak Capital Management LLC |
| 0.17% | — | #20 | $254,288 | 5,965 | $0 | 0 | +5,965 | New Buy |
| Lloyd Advisory Services, LLC. |
| 0.1% | <0.01% | #23 | $252,156 | 5,915 | $14,916 | 421 | +5,494+1,304.99% | Add |
| Ausdal Financial Partners, Inc. |
| 0.01% | 0.01% | #43 | $250,707 | 5,881 | $222,607 | 6,283 | -402-6.40% | Reduce |
