| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.06% | 0.06% | #18 | $35.2M | 1.2M | $25.3M | 955,518 | +198,874+20.81% | Add |
| Strategic Equity Management |
| 5.58% | 5.16% | #1 | $16.6M | 542,739 | $13.7M | 524,422 | +18,317+3.49% | Add |
| O'Connor Financial Group LLC |
| 5.37% | 5.31% | #2 | $15.2M | 496,003 | $13.0M | 496,107 | -104-0.02% | Reduce |
| MONEYWISE, INC. |
| 3.32% | 3.17% | #3 | $8.9M | 290,812 | $7.3M | 277,518 | +13,294+4.79% | Add |
| Legacy Wealth Asset Management, LLC |
| 1.76% | 1.59% | #4 | $8.0M | 261,253 | $6.6M | 250,255 | +10,998+4.39% | Add |
| PAX Financial Group, LLC |
| 0.74% | 0.72% | #6 | $5.0M | 163,445 | $4.2M | 160,815 | +2,630+1.64% | Add |
| Geneos Wealth Management Inc. |
| 0.1% | 0.07% | #14 | $4.9M | 160,507 | $3.1M | 118,179 | +42,328+35.82% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #32 | $4.5M | 146,822 | $3.7M | 140,850 | +5,972+4.24% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #25 | $3.6M | 118,985 | $3.0M | 112,881 | +6,104+5.41% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #29 | $3.6M | 121,045 | $2.1M | 82,692 | +38,353+46.38% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #23 | $3.4M | 110,958 | $2.8M | 108,155 | +2,803+2.59% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.14% | 0.14% | #11 | $3.0M | 97,684 | $2.3M | 88,647 | +9,037+10.19% | Add |
| OneAscent Financial Services LLC |
| 0.11% | 0.1% | #13 | $2.3M | 76,144 | $1.9M | 70,865 | +5,279+7.45% | Add |
| EverSource Wealth Advisors, LLC |
| 0.08% | 0.07% | #16 | $2.3M | 75,057 | $2.2M | 85,428 | -10,371-12.14% | Reduce |
| SageOak Financial, LLC |
| 1.2% | 1.12% | #5 | $1.8M | 60,000 | $1.6M | 61,064 | -1,064-1.74% | Reduce |
| Merit Financial Group, LLC |
| 0.01% | 0.01% | #24 | $1.8M | 57,744 | $1.2M | 47,415 | +10,329+21.78% | Add |
| First Heartland Consultants, Inc. |
| 0.11% | 0.11% | #12 | $1.7M | 56,320 | $1.5M | 56,237 | +83+0.15% | Add |
| CreativeOne Wealth, LLC |
| 0.03% | 0.86% | #20 | $1.5M | 50,276 | $37.1M | 1.4M | -1.4M-96.45% | Reduce |
| IFP Advisors, Inc |
| 0.03% | 0.03% | #21 | $1.5M | 47,733 | $1.2M | 47,416 | +317+0.67% | Add |
| Strategic Blueprint, LLC |
| 0.07% | 0.07% | #17 | $1.4M | 45,933 | $1.2M | 46,255 | -322-0.70% | Reduce |
| Values First Advisors, Inc. |
| 0.55% | 0.41% | #7 | $1.2M | 39,633 | $795,123 | 30,371 | +9,262+30.50% | Add |
| GTS SECURITIES LLC |
| 0.02% | — | #22 | $754,264 | 24,621 | $0 | 0 | +24,621 | New Buy |
| Betterment LLC |
| <0.01% | <0.01% | #33 | $563,286 | 18,387 | $470,000 | 17,968 | +419+2.33% | Add |
| Harvest Investment Services, LLC |
| 0.08% | 0.09% | #15 | $527,688 | 17,225 | $488,309 | 18,652 | -1,427-7.65% | Reduce |
| Meriwether Wealth & Planning, LLC |
| 0.22% | 0.21% | #9 | $446,628 | 14,579 | $385,972 | 14,743 | -164-1.11% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| <0.01% | <0.01% | #26 | $445,035 | 14,527 | $303,924 | 11,609 | +2,918+25.14% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #37 | $389,708 | 12,721 | $0 | 0 | +12,721 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #38 | $348,228 | 11,367 | $0 | 0 | +11,367 | New Buy |
| Atria Investments, Inc |
| <0.01% | <0.01% | #27 | $334,381 | 10,915 | $328,454 | 12,546 | -1,631-13.00% | Reduce |
| BAM Wealth Management, LLC |
| 0.2% | 0.2% | #10 | $319,278 | 10,422 | $274,078 | 10,469 | -47-0.45% | Reduce |
| Security Financial Services, INC. |
| 0.04% | 0.04% | #19 | $298,661 | 9,749 | $236,039 | 9,016 | +733+8.13% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #36 | $266,340 | 8,688 | $98,372 | 3,754 | +4,934+131.43% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #31 | $265,544 | 8,668 | $209,100 | 7,987 | +681+8.53% | Add |
| Equitable Holdings, Inc. |
| <0.01% | — | #30 | $208,506 | 6,806 | $0 | 0 | +6,806 | New Buy |
| LGT Financial Advisors LLC |
| 0.53% | 0.44% | #8 | $99,502 | 3,248 | $85,033 | 3,248 | 00.00% | Unchanged |
| SILVER OAK SECURITIES, INCORPORATED |
| <0.01% | <0.01% | #28 | $32,381 | 1,057 | $2,225 | 85 | +972+1,143.53% | Add |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #34 | $24,161 | 789 | $0 | 0 | +789 | New Buy |
| VANGUARD ADVISERS INC |
| <0.01% | <0.01% | #39 | $8,271 | 270 | $7,069 | 270 | 00.00% | Unchanged |
| AdvisorNet Financial, Inc |
| <0.01% | <0.01% | #35 | $6,862 | 224 | $5,864 | 224 | 00.00% | Unchanged |
