| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 2.08% | 2.34% | #18 | $1.26B | 49.7M | $1.07B | 42.1M | +7.6M+18.15% | Add |
| Annex Advisory Services, LLC |
| 4.06% | 3.89% | #10 | $237.8M | 9.2M | $207.5M | 8.1M | +1.2M+14.64% | Add |
| SHUFRO ROSE & CO LLC |
| 7.83% | 8.94% | #2 | $136.4M | 5.3M | $131.5M | 5.1M | +193,135+3.78% | Add |
| Trilogy Capital Inc. |
| 4.18% | 2.2% | #9 | $107.7M | 4.2M | $50.0M | 1.9M | +2.2M+115.33% | Add |
| Stratos Investment Management, LLC |
| 3.05% | 3.54% | #12 | $84.4M | 3.3M | $88.3M | 3.4M | -147,751-4.31% | Reduce |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #47 | $58.1M | 2.3M | $56.9M | 2.2M | +49,602+2.25% | Add |
| Lineweaver Wealth Advisors, LLC |
| 4.81% | 5.09% | #7 | $40.7M | 1.6M | $37.8M | 1.5M | +113,865+7.77% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #56 | $37.1M | 1.4M | $3.0M | 116,201 | +1.3M+1,140.19% | Add |
| Hamilton Wealth, LLC |
| 6.3% | 6.65% | #3 | $34.4M | 1.3M | $34.2M | 1.3M | +10,043+0.76% | Add |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.91% | 1.05% | #22 | $32.3M | 1.3M | $31.9M | 1.2M | +17,395+1.40% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.04% | 0.03% | #40 | $25.1M | 976,388 | $18.9M | 731,969 | +244,419+33.39% | Add |
| Meridian Wealth Management, LLC |
| 0.73% | 0.77% | #24 | $23.8M | 923,625 | $22.0M | 855,270 | +68,355+7.99% | Add |
| Vise Technologies, Inc. |
| 0.23% | 0.24% | #30 | $20.4M | 790,997 | $12.1M | 464,880 | +326,117+70.15% | Add |
| ADAPT WEALTH ADVISORS, LLC |
| 5.75% | 6.73% | #4 | $17.6M | 682,887 | $18.6M | 721,532 | -38,645-5.36% | Reduce |
| Traction Financial Partners, LLC |
| 9.26% | 10.74% | #1 | $17.4M | 677,300 | $17.4M | 677,125 | +175+0.03% | Add |
| Principle Wealth Partners LLC |
| 0.82% | 1% | #23 | $16.5M | 642,470 | $17.4M | 676,565 | -34,095-5.04% | Reduce |
| NorthCrest Asset Manangement, LLC |
| 0.37% | 0.43% | #29 | $14.3M | 557,618 | $13.7M | 530,146 | +27,472+5.18% | Add |
| Guardian Financial Partners, LLC |
| 5.31% | 5.39% | #5 | $13.6M | 529,672 | $12.8M | 495,650 | +34,022+6.86% | Add |
| SENTINEL PENSION ADVISORS, LLC |
| 1.04% | 1.67% | #21 | $12.3M | 481,227 | $11.3M | 437,659 | +43,568+9.95% | Add |
| World Investment Advisors |
| 0.19% | 0.18% | #32 | $11.2M | 436,043 | $11.2M | 436,043 | 00.00% | Unchanged |
| Old Port Advisors |
| 2.19% | 2.29% | #17 | $11.1M | 431,023 | $9.9M | 385,989 | +45,034+11.67% | Add |
| Ethos Financial Group, LLC |
| 0.73% | 0.56% | #25 | $10.9M | 424,943 | $7.7M | 298,441 | +126,502+42.39% | Add |
| Prasad Wealth Partners, LLC |
| 2.35% | 2.8% | #14 | $9.8M | 378,849 | $10.3M | 399,373 | -20,524-5.14% | Reduce |
| Sovereign Investment Advisors, LLC |
| 1.81% | 2.04% | #19 | $9.6M | 373,742 | $9.6M | 373,742 | 00.00% | Unchanged |
| Gallacher Capital Management LLC |
| 4.46% | 3.75% | #8 | $8.0M | 309,268 | $9.8M | 379,430 | -70,162-18.49% | Reduce |
| NIXON PEABODY TRUST CO |
| 0.56% | 0.59% | #26 | $7.9M | 306,809 | $7.4M | 289,257 | +17,552+6.07% | Add |
| Tenzing Financial LLC |
| 5.14% | 5.7% | #6 | $7.5M | 291,152 | $7.6M | 292,878 | -1,726-0.59% | Reduce |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
| 3.44% | 2.95% | #11 | $7.3M | 284,270 | $5.6M | 218,318 | +65,952+30.21% | Add |
| Spectrum Investment Advisors, Inc. |
| 2.59% | 2.49% | #13 | $6.3M | 246,241 | $5.0M | 194,520 | +51,721+26.59% | Add |
| Riverbend Wealth Management, LLC |
| 2.19% | 2.86% | #16 | $4.4M | 169,716 | $5.0M | 194,177 | -24,461-12.60% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #59 | $4.1M | 159,183 | $3.6M | 141,460 | +17,723+12.53% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #62 | $3.4M | 131,627 | $3.5M | 135,082 | -3,455-2.56% | Reduce |
| ALPS ADVISORS INC |
| 0.02% | 0.02% | #45 | $3.4M | 131,117 | $3.8M | 147,517 | -16,400-11.12% | Reduce |
| Blue Line Capital, LLC / IL |
| 2.3% | 2.55% | #15 | $2.8M | 107,187 | $2.2M | 87,352 | +19,835+22.71% | Add |
| Crestwood Advisors Group, LLC |
| 0.04% | 0.04% | #39 | $2.8M | 107,036 | $2.3M | 91,161 | +15,875+17.41% | Add |
| FIRST FOUNDATION ADVISORS |
| 0.1% | 0.12% | #36 | $2.7M | 104,582 | $3.0M | 114,592 | -10,010-8.74% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #67 | $2.5M | 96,686 | $2.4M | 94,547 | +2,139+2.26% | Add |
| Fermata Advisors, LLC |
| 0.42% | 0.48% | #27 | $2.1M | 80,196 | $2.1M | 82,372 | -2,176-2.64% | Reduce |
| Arsenal Capital Advisors LLC |
| 1.05% | 1.48% | #20 | $1.8M | 69,082 | $2.0M | 79,161 | -10,079-12.73% | Reduce |
| Tidal Investments LLC |
| <0.01% | <0.01% | #55 | $1.7M | 66,900 | $1.6M | 60,870 | +6,030+9.91% | Add |
| MGO ONE SEVEN LLC |
| 0.03% | — | #43 | $1.7M | 64,514 | $0 | 0 | +64,514 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #76 | $1.5M | 56,672 | $1.0M | 39,733 | +16,939+42.63% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #74 | $892,638 | 34,679 | $1.7M | 65,017 | -30,338-46.66% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #70 | $882,620 | 34,290 | $891,011 | 34,596 | -306-0.88% | Reduce |
| Legacy Capital Wealth Partners, LLC |
| 0.16% | 0.18% | #33 | $865,559 | 33,627 | $866,063 | 33,627 | 00.00% | Unchanged |
| Integras Partners LLC |
| 0.41% | — | #28 | $744,221 | 28,913 | $0 | 0 | +28,913 | New Buy |
| G&S Capital LLC |
| 0.22% | 0.35% | #31 | $744,149 | 28,910 | $999,662 | 38,814 | -9,904-25.52% | Reduce |
| Wealth Enhancement Trust Services, Inc. |
| 0.09% | 0.1% | #37 | $699,602 | 26,835 | $787,213 | 30,565 | -3,730-12.20% | Reduce |
| Apollon Wealth Management, LLC |
| 0.01% | 0.01% | #48 | $661,528 | 25,700 | $688,166 | 26,720 | -1,020-3.82% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.01% | <0.01% | #51 | $624,924 | 24,278 | $391,137 | 15,187 | +9,091+59.86% | Add |
