| Prime Capital Investment Advisors, LLC |
| 0.48% | 0.57% | #6 | $49.5M | 2.4M | $48.9M | 2.4M | +8,169+0.34% | Add |
| ATWOOD & PALMER INC |
| 2.26% | 2.34% | #3 | $42.4M | 2.0M | $41.4M | 2.0M | +29,739+1.47% | Add |
| Mariner, LLC |
| 0.04% | 0.03% | #11 | $34.9M | 1.7M | $25.7M | 1.3M | +433,455+34.57% | Add |
| Advisory Resource Group |
| 3.01% | 3.35% | #2 | $20.0M | 969,639 | $19.5M | 949,382 | +20,257+2.13% | Add |
| LAKE STREET PRIVATE WEALTH, LLC |
| 1.58% | 1.89% | #4 | $13.8M | 669,005 | $14.9M | 724,769 | -55,764-7.69% | Reduce |
| Providence Financial Advisors, LLC |
| 6.13% | 5.95% | #1 | $10.8M | 521,161 | $10.4M | 509,141 | +12,020+2.36% | Add |
| BlackDiamond Wealth Management, LLC |
| 0.81% | 0.86% | #5 | $2.0M | 97,572 | $1.8M | 87,232 | +10,340+11.85% | Add |
| AE Wealth Management LLC |
| 0.01% | <0.01% | #14 | $1.8M | 88,486 | $583,138 | 28,418 | +60,068+211.37% | Add |
| Accurate Wealth Management, LLC |
| 0.15% | 0.18% | #8 | $1.6M | 77,039 | $1.5M | 73,945 | +3,094+4.18% | Add |
| Savvy Advisors, Inc. |
| 0.03% | 0.04% | #12 | $1.5M | 73,091 | $1.3M | 65,716 | +7,375+11.22% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #15 | $704,124 | 34,065 | $699,014 | 34,065 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #21 | $629,629 | 30,461 | $633,391 | 30,867 | -406-1.32% | Reduce |
| Navis Wealth Advisors, LLC |
| 0.16% | 0.13% | #7 | $413,676 | 20,013 | $258,785 | 12,611 | +7,402+58.69% | Add |
| Crusonia Wealth Advisors LLC |
| 0.06% | — | #10 | $358,418 | 17,340 | $0 | 0 | +17,340 | New Buy |
| ENDEAVOR PRIVATE WEALTH, INC. |
| 0.08% | 0.08% | #9 | $338,142 | 16,359 | $279,585 | 13,625 | +2,734+20.07% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #22 | $271,162 | 13,104 | $40,292 | 1,965 | +11,139+566.87% | Add |
| MGO ONE SEVEN LLC |
| <0.01% | <0.01% | #17 | $204,530 | 9,895 | $203,866 | 9,935 | -40-0.40% | Reduce |
| Dynamic Advisor Solutions LLC |
| 0.01% | — | #16 | $202,111 | 9,778 | $0 | 0 | +9,778 | New Buy |
| Fairway Wealth LLC |
| 0.01% | — | #13 | $53,803 | 2,603 | $0 | 0 | +2,603 | New Buy |
| FAS Wealth Partners, Inc. |
| <0.01% | <0.01% | #18 | $52,808 | 2,555 | $51,820 | 2,525 | +30+1.19% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #20 | $17,756 | 859 | $16,155 | 785 | +74+9.43% | Add |
| Downshift Financial, LLC |
| <0.01% | — | #19 | $2,728 | 132 | $0 | 0 | +132 | New Buy |
