| Aptus Capital Advisors, LLC |
| 1.08% | 1.06% | #13 | $158.5M | 2.8M | $135.2M | 2.7M | +114,372+4.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #35 | $34.1M | 613,426 | $28.7M | 579,957 | +33,469+5.77% | Add |
| Bienville Capital Management, LLC |
| 3.94% | 1.45% | #3 | $29.6M | 531,073 | $8.0M | 161,387 | +369,686+229.07% | Add |
| Second Line Capital, LLC |
| 4.64% | 4.47% | #2 | $24.9M | 448,164 | $23.6M | 437,300 | +10,864+2.48% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 1.32% | 1.29% | #11 | $23.6M | 423,537 | $20.5M | 414,364 | +9,173+2.21% | Add |
| Signal Advisors Wealth, LLC |
| 1.07% | 1.05% | #14 | $21.1M | 379,720 | $15.3M | 308,735 | +70,985+22.99% | Add |
| Park Place Capital Corp |
| 2.54% | 2.91% | #6 | $16.9M | 304,182 | $14.5M | 293,423 | +10,759+3.67% | Add |
| Waterloo Capital, L.P. |
| 0.78% | 0.9% | #16 | $14.0M | 250,954 | $12.8M | 258,743 | -7,789-3.01% | Reduce |
| 6th Street Advisors, LLC |
| 6.86% | 6.69% | #1 | $11.9M | 214,664 | $10.6M | 214,989 | -325-0.15% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.35% | 0.36% | #18 | $5.8M | 105,066 | $4.9M | 100,030 | +5,036+5.03% | Add |
| MBE Wealth Management, LLC |
| 1.77% | 1.87% | #8 | $5.0M | 90,335 | $4.5M | 91,019 | -684-0.75% | Reduce |
| Strong Retirement Solutions LLC |
| 2.71% | 2.7% | #5 | $4.5M | 81,107 | $3.9M | 77,935 | +3,172+4.07% | Add |
| Lord & Richards Wealth Management, LLC |
| 3.22% | 3.11% | #4 | $4.1M | 74,000 | $3.5M | 71,648 | +2,352+3.28% | Add |
| MARIPAU WEALTH MANAGEMENT LLC |
| 1.22% | 1.17% | #12 | $3.4M | 61,187 | $2.7M | 53,799 | +7,388+13.73% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #43 | $3.2M | 57,061 | $2.9M | 57,863 | -802-1.39% | Reduce |
| Tailwinds Wealth, LLC |
| 1.85% | — | #7 | $3.1M | 56,363 | $0 | 0 | +56,363 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.18% | 0.01% | #20 | $3.0M | 53,727 | $69,548 | 1,407 | +52,320+3,718.55% | Add |
| Renasant Bank |
| 1.63% | 1.56% | #9 | $2.5M | 45,706 | $2.2M | 44,529 | +1,177+2.64% | Add |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 1.02% | 0.88% | #15 | $2.4M | 42,664 | $2.1M | 42,321 | +343+0.81% | Add |
| Regal Investment Advisors LLC |
| 0.12% | 0.11% | #23 | $2.2M | 39,897 | $2.0M | 39,615 | +282+0.71% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #33 | $2.1M | 37,304 | $1.7M | 35,125 | +2,179+6.20% | Add |
| Cushing Capital Partners, LLC |
| 1.38% | 1.28% | #10 | $2.0M | 35,977 | $1.7M | 33,800 | +2,177+6.44% | Add |
| United Advisor Group, LLC |
| 0.17% | 0.17% | #21 | $1.6M | 29,430 | $1.4M | 28,546 | +884+3.10% | Add |
| Independent Advisor Alliance |
| 0.04% | 0.03% | #25 | $1.6M | 28,980 | $3.1M | 63,126 | -34,146-54.09% | Reduce |
| Atria Investments, Inc |
| 0.01% | 0.01% | #29 | $1.5M | 26,626 | $1.3M | 26,156 | +470+1.80% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #46 | $1.5M | 26,600 | $1.3M | 27,200 | -600-2.21% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.01% | 0.02% | #30 | $1.4M | 24,966 | $1.3M | 26,025 | -1,059-4.07% | Reduce |
| Advisory Services Network, LLC |
| 0.02% | 0.01% | #28 | $1.3M | 23,849 | $1.1M | 22,534 | +1,315+5.84% | Add |
| Second Half Financial Partners, LLC |
| 0.54% | 0.55% | #17 | $1.3M | 23,773 | $1.2M | 24,748 | -975-3.94% | Reduce |
| Savvy Advisors, Inc. |
| 0.02% | 0.03% | #27 | $944,959 | 16,982 | $1.1M | 23,121 | -6,139-26.55% | Reduce |
| BROGAN FINANCIAL, INC. |
| 0.28% | 0.27% | #19 | $703,737 | 12,647 | $620,872 | 12,561 | +86+0.68% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.02% | #32 | $698,134 | 12,546 | $946,337 | 19,145 | -6,599-34.47% | Reduce |
| Formidable Asset Management, LLC |
| 0.1% | 0.11% | #24 | $607,544 | 12,291 | $715,980 | 13,954 | -1,663-11.92% | Reduce |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #36 | $435,835 | 7,832 | $685,851 | 13,875 | -6,043-43.55% | Reduce |
| Brookwood Investment Group LLC |
| 0.03% | 0.03% | #26 | $267,101 | 4,800 | $237,264 | 4,800 | 00.00% | Unchanged |
| Valeo Financial Advisors, LLC |
| <0.01% | — | #38 | $231,098 | 4,153 | $0 | 0 | +4,153 | New Buy |
| Retirement Planning Group, LLC |
| 0.01% | 0.01% | #37 | $223,531 | 4,017 | $208,295 | 4,214 | -197-4.67% | Reduce |
| J.W. COLE ADVISORS, INC. |
| <0.01% | — | #39 | $215,986 | 3,881 | $0 | 0 | +3,881 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #52 | $155,758 | 2,824 | $138,887 | 2,872 | -48-1.67% | Reduce |
| Virginia Estate & Retirement Planning Advisors Inc. |
| 0.13% | — | #22 | $111,404 | 2,885 | $0 | 0 | +2,885 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #41 | $96,856 | 1,741 | $0 | 0 | +1,741 | New Buy |
| Ascentis Independent Advisors |
| 0.01% | 0.01% | #31 | $93,719 | 1,896 | $93,719 | 1,896 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #42 | $70,782 | 1,272 | $62,875 | 1,272 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #45 | $64,215 | 1,154 | $99,787 | 2,009 | -855-42.56% | Reduce |
| Princeton Global Asset Management LLC |
| 0.01% | 0.01% | #34 | $60,988 | 1,096 | $54,175 | 1,096 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #50 | $45,623 | 819 | $23,226 | 469 | +350+74.63% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #54 | $33,000 | 600 | $30,000 | 600 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #51 | $24,652 | 443 | $0 | 0 | +443 | New Buy |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #40 | $18,641 | 335 | $0 | 0 | +335 | New Buy |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #49 | $16,416 | 295 | $14,532 | 294 | +1+0.34% | Add |
