| Visionary Wealth Advisors |
| 0.39% | 0.33% | #5 | $9.9M | 365,898 | $7.4M | 280,589 | +85,309+30.40% | Add |
| Triad Wealth Partners, LLC |
| 0.55% | 0.57% | #4 | $9.4M | 346,426 | $7.2M | 273,585 | +72,841+26.62% | Add |
| Orion Porfolio Solutions, LLC |
| 0.05% | 0.04% | #17 | $6.8M | 253,350 | $5.1M | 194,160 | +59,190+30.49% | Add |
| ATX Financial Planning, LLC |
| 3.86% | 3.85% | #1 | $5.1M | 192,402 | $5.1M | 192,402 | 00.00% | Unchanged |
| Sigma Planning Corp |
| 0.12% | 0.13% | #12 | $4.8M | 175,756 | $4.6M | 173,818 | +1,938+1.11% | Add |
| Brookstone Capital Management |
| 0.05% | 0.04% | #19 | $4.7M | 173,191 | $3.6M | 135,875 | +37,316+27.46% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #29 | $4.7M | 172,167 | $5.1M | 192,340 | -20,173-10.49% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #32 | $4.2M | 155,053 | $2.9M | 110,968 | +44,085+39.73% | Add |
| Balance Wealth Partners LLC |
| 1.1% | 1.23% | #2 | $4.1M | 152,468 | $4.0M | 150,758 | +1,710+1.13% | Add |
| Signal Advisors Wealth, LLC |
| 0.13% | 0.17% | #11 | $2.6M | 94,548 | $2.5M | 95,511 | -963-1.01% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #43 | $2.5M | 94,129 | $11.8M | 449,502 | -355,373-79.06% | Reduce |
| Encompass More Asset Management |
| 0.35% | 0.29% | #7 | $2.4M | 89,622 | $1.7M | 65,607 | +24,015+36.60% | Add |
| Maia Wealth LLC |
| 0.32% | 0.35% | #8 | $2.2M | 80,619 | $2.1M | 79,332 | +1,287+1.62% | Add |
| Atria Investments, Inc |
| 0.02% | 0.01% | #26 | $1.6M | 59,494 | $936,940 | 35,544 | +23,950+67.38% | Add |
| PLANWISER FINANCIAL, LLC |
| 0.98% | 0.96% | #3 | $1.4M | 52,368 | $1.3M | 50,268 | +2,100+4.18% | Add |
| SIGNATUREFD, LLC |
| 0.02% | 0.02% | #25 | $1.3M | 49,751 | $1.3M | 47,853 | +1,898+3.97% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #37 | $1.3M | 48,186 | $694,705 | 26,355 | +21,831+82.83% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.02% | — | #24 | $1.3M | 47,312 | $0 | 0 | +47,312 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #40 | $1.1M | 40,434 | $775,037 | 29,402 | +11,032+37.52% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #41 | $1.0M | 38,011 | $985,597 | 37,390 | +621+1.66% | Add |
| LPL Financial LLC |
| <0.01% | — | #47 | $979,702 | 36,245 | $0 | 0 | +36,245 | New Buy |
| Sovran Advisors, LLC |
| 0.07% | 0.08% | #16 | $977,098 | 36,391 | $989,858 | 37,451 | -1,060-2.83% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.02% | — | #27 | $825,145 | 30,527 | $0 | 0 | +30,527 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #48 | $811,900 | 30,037 | $482,362 | 18,299 | +11,738+64.15% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.02% | 0.02% | #28 | $728,058 | 26,935 | $670,229 | 25,426 | +1,509+5.93% | Add |
| WEALTHGARDEN F.S. LLC |
| 0.31% | 0.37% | #9 | $555,185 | 20,540 | $542,102 | 20,565 | -25-0.12% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.02% | — | #23 | $506,029 | 18,721 | $0 | 0 | +18,721 | New Buy |
| Inspire Advisors, LLC |
| 0.03% | 0.03% | #21 | $486,648 | 18,004 | $322,198 | 12,223 | +5,781+47.30% | Add |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #36 | $474,842 | 17,567 | $462,381 | 17,541 | +26+0.15% | Add |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
| 0.36% | 0.33% | #6 | $459,970 | 17,017 | $373,495 | 14,169 | +2,848+20.10% | Add |
| Accurate Wealth Management, LLC |
| 0.04% | 0.04% | #20 | $410,185 | 15,058 | $338,993 | 12,857 | +2,201+17.12% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #45 | $385,988 | 14,280 | $376,421 | 14,280 | 00.00% | Unchanged |
| World Investment Advisors |
| 0.01% | 0.01% | #33 | $383,215 | 14,515 | $646,480 | 24,525 | -10,010-40.82% | Reduce |
| Simplicity Wealth,LLC |
| 0.01% | — | #31 | $381,826 | 14,126 | $0 | 0 | +14,126 | New Buy |
| Range Financial Group LLC |
| 0.1% | 0.14% | #13 | $379,015 | 14,022 | $427,612 | 16,222 | -2,200-13.56% | Reduce |
| Advyzon Investment Management, LLC |
| 0.03% | 0.03% | #22 | $366,837 | 13,571 | $340,835 | 12,930 | +641+4.96% | Add |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | — | #35 | $358,526 | 13,264 | $0 | 0 | +13,264 | New Buy |
| Ausdal Financial Partners, Inc. |
| 0.01% | 0.02% | #30 | $356,796 | 13,200 | $346,581 | 13,148 | +52+0.40% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #44 | $340,580 | 12,600 | $0 | 0 | +12,600 | New Buy |
| NewCorp Financial Services, Inc. |
| 0.26% | 0.26% | #10 | $339,335 | 12,554 | $296,905 | 11,263 | +1,291+11.46% | Add |
| Vantage Point Financial LLC |
| 0.1% | 0.09% | #15 | $318,035 | 11,766 | $256,773 | 9,741 | +2,025+20.79% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | — | #34 | $315,548 | 11,674 | $0 | 0 | +11,674 | New Buy |
| Concurrent Investment Advisors, LLC |
| <0.01% | <0.01% | #38 | $284,751 | 10,535 | $220,370 | 8,360 | +2,175+26.02% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #49 | $224,727 | 8,314 | $933,750 | 35,423 | -27,109-76.53% | Reduce |
| BridgePort Financial Solutions, LLC |
| 0.05% | 0.08% | #18 | $202,887 | 7,506 | $277,940 | 10,544 | -3,038-28.81% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #42 | $189,507 | 7,011 | $176,717 | 6,704 | +307+4.58% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | 0.01% | #39 | $135,231 | 5,003 | $504,802 | 19,150 | -14,147-73.87% | Reduce |
| RED REEF ADVISORS LLC |
| 0.1% | 0.11% | #14 | $111,904 | 4,140 | $109,130 | 4,140 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #46 | $16,419 | 607 | $0 | 0 | +607 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #51 | $3,352 | 124 | $0 | 0 | +124 | New Buy |
