| Aptus Capital Advisors, LLC |
| 0.72% | 0.79% | #18 | $105.7M | 4.8M | $101.2M | 4.6M | +238,178+5.21% | Add |
| Integrated Wealth Concepts LLC |
| 0.11% | 0.13% | #28 | $22.6M | 1.0M | $16.5M | 745,196 | +281,897+37.83% | Add |
| Signal Advisors Wealth, LLC |
| 1.07% | 1.15% | #11 | $21.1M | 959,804 | $16.7M | 753,504 | +206,300+27.38% | Add |
| Second Line Capital, LLC |
| 3.78% | 3.77% | #1 | $20.3M | 923,539 | $19.9M | 899,234 | +24,305+2.70% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #41 | $17.4M | 790,773 | $17.0M | 766,189 | +24,584+3.21% | Add |
| Brookstone Capital Management |
| 0.15% | 0.17% | #24 | $15.3M | 694,581 | $14.8M | 666,014 | +28,567+4.29% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 0.77% | 0.87% | #16 | $13.7M | 623,093 | $13.8M | 623,475 | -382-0.06% | Reduce |
| Sunburst Financial Group, LLC |
| 1.97% | 2.23% | #4 | $12.2M | 554,362 | $12.1M | 546,108 | +8,254+1.51% | Add |
| SevenBridge Financial Group, LLC |
| 1.26% | 1.32% | #8 | $8.8M | 400,195 | $8.4M | 379,279 | +20,916+5.51% | Add |
| 6th Street Advisors, LLC |
| 3.38% | 3.71% | #2 | $5.9M | 267,850 | $5.9M | 266,314 | +1,536+0.58% | Add |
| Park Place Capital Corp |
| 0.78% | 1% | #15 | $5.2M | 236,893 | $5.0M | 224,037 | +12,856+5.74% | Add |
| Uniting Wealth Partners, LLC |
| 0.88% | 0.9% | #13 | $4.4M | 198,153 | $4.2M | 189,543 | +8,610+4.54% | Add |
| Waterloo Capital, L.P. |
| 0.23% | 0.3% | #22 | $4.0M | 183,245 | $4.2M | 189,835 | -6,590-3.47% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.23% | 0.26% | #23 | $3.7M | 169,136 | $3.5M | 158,501 | +10,635+6.71% | Add |
| Financial Guidance Group, Inc. |
| 1.35% | 1.52% | #7 | $3.6M | 163,910 | $3.8M | 170,726 | -6,816-3.99% | Reduce |
| United Advisor Group, LLC |
| 0.35% | 0.41% | #21 | $3.4M | 152,873 | $3.3M | 150,963 | +1,910+1.27% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.03% | 0.03% | #34 | $3.0M | 136,785 | $2.3M | 102,869 | +33,916+32.97% | Add |
| Lord & Richards Wealth Management, LLC |
| 2.2% | 2.34% | #3 | $2.8M | 127,839 | $2.7M | 120,556 | +7,283+6.04% | Add |
| Cushing Capital Partners, LLC |
| 1.9% | 2.04% | #5 | $2.8M | 125,612 | $2.7M | 120,019 | +5,593+4.66% | Add |
| Advisory Services Network, LLC |
| 0.03% | 0.03% | #32 | $2.7M | 123,803 | $2.3M | 104,168 | +19,635+18.85% | Add |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 1.1% | 1.09% | #10 | $2.5M | 115,559 | $2.6M | 116,194 | -635-0.55% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #46 | $2.5M | 113,151 | $2.2M | 100,158 | +12,993+12.97% | Add |
| Tailwinds Wealth, LLC |
| 1.4% | — | #6 | $2.4M | 107,674 | $0 | 0 | +107,674 | New Buy |
| MBE Wealth Management, LLC |
| 0.81% | 1.07% | #14 | $2.3M | 105,388 | $2.6M | 116,304 | -10,916-9.39% | Reduce |
| MARIPAU WEALTH MANAGEMENT LLC |
| 0.76% | 0.89% | #17 | $2.1M | 95,996 | $2.0M | 91,716 | +4,280+4.67% | Add |
| Capital Investment Advisory Services, LLC |
| 0.11% | — | #26 | $1.9M | 84,638 | $0 | 0 | +84,638 | New Buy |
| First Heartland Consultants, Inc. |
| 0.11% | 0.12% | #27 | $1.8M | 79,978 | $1.6M | 72,920 | +7,058+9.68% | Add |
| Independent Advisor Alliance |
| 0.04% | 0.04% | #31 | $1.7M | 77,538 | $3.6M | 163,806 | -86,268-52.66% | Reduce |
| Second Half Financial Partners, LLC |
| 0.65% | 0.75% | #19 | $1.6M | 72,168 | $1.7M | 74,893 | -2,725-3.64% | Reduce |
| Strong Retirement Solutions LLC |
| 0.94% | 1.06% | #12 | $1.6M | 71,231 | $1.5M | 68,431 | +2,800+4.09% | Add |
| Savvy Advisors, Inc. |
| 0.03% | 0.04% | #33 | $1.4M | 65,335 | $1.7M | 75,440 | -10,105-13.39% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #43 | $1.0M | 47,103 | $1.1M | 47,647 | -544-1.14% | Reduce |
| Atria Investments, Inc |
| 0.01% | 0.01% | #37 | $1.0M | 46,681 | $999,277 | 45,114 | +1,567+3.47% | Add |
| Regal Investment Advisors LLC |
| 0.05% | 0.06% | #30 | $979,781 | 44,576 | $975,797 | 44,054 | +522+1.18% | Add |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #39 | $971,317 | 44,191 | $1.0M | 46,691 | -2,500-5.35% | Reduce |
| Bienville Capital Management, LLC |
| 0.13% | — | #25 | $963,960 | 43,856 | $0 | 0 | +43,856 | New Buy |
| Renasant Bank |
| 0.57% | 0.63% | #20 | $894,828 | 40,711 | $896,810 | 40,488 | +223+0.55% | Add |
| John W. Brooker & Co., CPAs |
| 1.16% | 1.09% | #9 | $691,966 | 31,240 | $691,966 | 31,240 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #42 | $644,757 | 29,334 | $647,569 | 29,236 | +98+0.34% | Add |
| TrueWealth Advisors, LLC |
| 0.11% | 0.12% | #29 | $488,165 | 22,210 | $470,860 | 21,258 | +952+4.48% | Add |
| Brookwood Investment Group LLC |
| 0.03% | 0.04% | #35 | $256,067 | 11,650 | $307,885 | 13,900 | -2,250-16.19% | Reduce |
| Arax Advisory Partners |
| <0.01% | <0.01% | #45 | $89,019 | 4,050 | $89,708 | 4,050 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #52 | $66,775 | 3,038 | $0 | 0 | +3,038 | New Buy |
| Princeton Global Asset Management LLC |
| 0.01% | 0.01% | #38 | $55,609 | 2,530 | $58,255 | 2,630 | -100-3.80% | Reduce |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #40 | $37,981 | 1,728 | $0 | 0 | +1,728 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #47 | $34,531 | 1,571 | $34,798 | 1,571 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #49 | $33,660 | 1,531 | $34,742 | 1,566 | -35-2.23% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #53 | $30,368 | 1,381 | $0 | 0 | +1,381 | New Buy |
| IFP Advisors, Inc |
| <0.01% | — | #48 | $24,530 | 1,116 | $0 | 0 | +1,116 | New Buy |
| Regatta Research & Money Management |
| 0.02% | — | #36 | $18,705 | 851 | $0 | 0 | +851 | New Buy |
