| Calamos Wealth Management LLC |
| 1.02% | 0.39% | #4 | $33.7M | 1.3M | $11.3M | 475,423 | +780,583+164.19% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.08% | 0.08% | #23 | $14.7M | 549,000 | $12.3M | 517,600 | +31,400+6.07% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #38 | $12.7M | 472,164 | $10.9M | 459,125 | +13,039+2.84% | Add |
| Strategic Blueprint, LLC |
| 0.52% | 0.31% | #6 | $10.5M | 390,607 | $5.4M | 226,359 | +164,248+72.56% | Add |
| Cornerstone Wealth, LLC/TN |
| 3.71% | 2.99% | #1 | $7.3M | 280,638 | $5.3M | 201,439 | +79,199+39.32% | Add |
| Intrepid Financial Planning Group LLC |
| 1.6% | 0.94% | #2 | $4.7M | 174,965 | $2.3M | 98,146 | +76,819+78.27% | Add |
| Redhawk Wealth Advisors, Inc. |
| 0.39% | 0.31% | #8 | $4.0M | 147,611 | $2.8M | 116,166 | +31,445+27.07% | Add |
| Brookwood Investment Group LLC |
| 0.37% | — | #9 | $3.3M | 122,314 | $0 | 0 | +122,314 | New Buy |
| PFG Investments, LLC |
| 0.12% | 0.04% | #21 | $3.2M | 119,562 | $931,204 | 39,065 | +80,497+206.06% | Add |
| Millington Financial Advisors, LLC |
| 1.08% | 0.97% | #3 | $2.8M | 107,920 | $2.3M | 87,135 | +20,785+23.85% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.22% | — | #12 | $2.5M | 92,422 | $0 | 0 | +92,422 | New Buy |
| Chicago Partners Investment Group LLC |
| 0.05% | 0.03% | #29 | $2.3M | 89,101 | $1.2M | 44,297 | +44,804+101.14% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.03% | — | #31 | $1.6M | 58,965 | $0 | 0 | +58,965 | New Buy |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.05% | 0.05% | #30 | $1.2M | 44,915 | $708,030 | 29,702 | +15,213+51.22% | Add |
| Welch Financial Planning, LLC |
| 0.7% | — | #5 | $1.2M | 44,838 | $0 | 0 | +44,838 | New Buy |
| LexAurum Advisors, LLC |
| 0.13% | 0.13% | #19 | $1.1M | 41,658 | $993,018 | 41,658 | 00.00% | Unchanged |
| Waverly Advisors, LLC |
| 0.01% | 0.01% | #41 | $1.0M | 37,600 | $1.2M | 50,200 | -12,600-25.10% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | <0.01% | #42 | $998,793 | 37,199 | $794,334 | 33,323 | +3,876+11.63% | Add |
| Snowden Capital Advisors LLC |
| 0.02% | 0.01% | #33 | $997,612 | 38,252 | $292,032 | 12,251 | +26,001+212.24% | Add |
| WINNACLE WEALTH LLC |
| 0.51% | 0.32% | #7 | $742,741 | 27,663 | $418,708 | 17,565 | +10,098+57.49% | Add |
| Beacon Financial Advisory LLC |
| 0.14% | 0.14% | #17 | $720,160 | 26,822 | $621,559 | 26,075 | +747+2.86% | Add |
| Brookstone Capital Management |
| 0.01% | <0.01% | #40 | $652,288 | 24,294 | $343,929 | 14,428 | +9,866+68.38% | Add |
| Haven Private, LLC |
| 0.24% | — | #11 | $638,923 | 23,796 | $0 | 0 | +23,796 | New Buy |
| Claro Advisors Inc. |
| 0.07% | 0.03% | #25 | $631,398 | 23,516 | $276,204 | 11,587 | +11,929+102.95% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #47 | $570,240 | 21,238 | $289,000 | 12,114 | +9,124+75.32% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.02% | 0.01% | #34 | $543,014 | 20,224 | $275,989 | 11,578 | +8,646+74.68% | Add |
| Garden State Investment Advisory Services LLC |
| 0.09% | — | #22 | $473,903 | 17,650 | $0 | 0 | +17,650 | New Buy |
| Grantvest Financial Group LLC |
| 0.27% | 0.17% | #10 | $466,358 | 17,369 | $270,218 | 11,336 | +6,033+53.22% | Add |
| Family Office Research LLC |
| 0.17% | 0.09% | #15 | $455,851 | 16,978 | $200,569 | 8,414 | +8,564+101.78% | Add |
| Secure Asset Management, LLC |
| 0.06% | — | #27 | $430,221 | 16,023 | $0 | 0 | +16,023 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #56 | $403,000 | 15,000 | $240,000 | 10,072 | +4,928+48.93% | Add |
| Estate Planners Group, LLC |
| 0.17% | — | #14 | $380,085 | 14,156 | $0 | 0 | +14,156 | New Buy |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | — | #50 | $318,038 | 11,845 | $0 | 0 | +11,845 | New Buy |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.02% | — | #36 | $310,708 | 11,572 | $0 | 0 | +11,572 | New Buy |
| RPS ADVISORY SOLUTIONS LLC |
| 0.2% | — | #13 | $309,231 | 11,517 | $0 | 0 | +11,517 | New Buy |
| WEDBUSH SECURITIES INC |
| 0.01% | — | #39 | $295,887 | 11,020 | $0 | 0 | +11,020 | New Buy |
| Innovative Asset Advisors Group, LLC |
| 0.13% | — | #20 | $293,600 | 10,935 | $0 | 0 | +10,935 | New Buy |
| WealthTrust Asset Management, LLC |
| 0.15% | 0.15% | #16 | $277,817 | 10,347 | $253,463 | 10,633 | -286-2.69% | Reduce |
| CHANNEL WEALTH LLC |
| 0.06% | 0.06% | #26 | $274,031 | 10,206 | $240,209 | 10,077 | +129+1.28% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #55 | $266,728 | 9,934 | $0 | 0 | +9,934 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #51 | $239,303 | 8,913 | $5,959 | 250 | +8,663+3,465.20% | Add |
| Palacios Wealth Management, LLC |
| 0.14% | — | #18 | $239,180 | 8,908 | $0 | 0 | +8,908 | New Buy |
| Wealthcare Advisory Partners LLC |
| <0.01% | — | #43 | $231,330 | 8,616 | $0 | 0 | +8,616 | New Buy |
| Able Wealth Management LLC |
| 0.05% | — | #28 | $213,296 | 7,944 | $0 | 0 | +7,944 | New Buy |
| Summit Financial, LLC |
| <0.01% | — | #46 | $209,555 | 7,805 | $0 | 0 | +7,805 | New Buy |
| MRA Advisory Group |
| 0.07% | — | #24 | $201,429 | 7,502 | $0 | 0 | +7,502 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #45 | $199,979 | 7,448 | $120,379 | 5,050 | +2,398+47.49% | Add |
| Institute for Wealth Management, LLC. |
| 0.02% | — | #37 | $183,605 | 6,838 | $0 | 0 | +6,838 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #49 | $149,636 | 5,573 | $97,090 | 4,073 | +1,500+36.83% | Add |
| Capital Analysts, LLC |
| <0.01% | <0.01% | #48 | $53,163 | 1,980 | $28,000 | 1,099 | +881+80.16% | Add |
