| Brookstone Capital Management |
| 0.56% | 0.01% | #7 | $55.9M | 1.3M | $968,305 | 24,366 | +1.3M+5,333.35% | Add |
| Lantz Financial LLC |
| 1.57% | 1.69% | #1 | $8.6M | 202,575 | $8.2M | 205,447 | -2,872-1.40% | Reduce |
| KFG WEALTH MANAGEMENT, LLC |
| 0.93% | 0.99% | #2 | $8.3M | 195,559 | $7.6M | 192,335 | +3,224+1.68% | Add |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.32% | 0.33% | #8 | $6.4M | 151,740 | $5.8M | 145,429 | +6,311+4.34% | Add |
| CALIBER WEALTH MANAGEMENT, LLC / KS |
| 0.57% | 0.6% | #6 | $5.9M | 138,550 | $5.5M | 138,550 | 00.00% | Unchanged |
| MGO ONE SEVEN LLC |
| 0.1% | 0.14% | #23 | $5.8M | 137,136 | $6.8M | 172,145 | -35,009-20.34% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #51 | $4.7M | 110,345 | $5.2M | 130,049 | -19,704-15.15% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | 0.01% | #61 | $4.2M | 99,845 | $3.6M | 90,326 | +9,519+10.54% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #73 | $3.9M | 93,325 | $4.3M | 109,075 | -15,750-14.44% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | 0.01% | #62 | $3.3M | 78,154 | $3.7M | 94,286 | -16,132-17.11% | Reduce |
| CENTRAL VALLEY ADVISORS, LLC |
| 0.77% | 0.84% | #4 | $3.0M | 71,144 | $3.1M | 77,095 | -5,951-7.72% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #65 | $2.5M | 58,491 | $2.5M | 62,623 | -4,132-6.60% | Reduce |
| Berger Financial Group, Inc |
| 0.12% | 0.13% | #19 | $2.4M | 57,494 | $2.3M | 57,907 | -413-0.71% | Reduce |
| Kellett Wealth Advisors, LLC |
| 0.9% | 1.03% | #3 | $1.9M | 45,856 | $1.9M | 47,893 | -2,037-4.25% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #83 | $1.8M | 43,397 | $648,835 | 16,327 | +27,070+165.80% | Add |
| WealthPlan Investment Management, LLC |
| 0.08% | 0.09% | #27 | $1.6M | 36,872 | $1.6M | 39,578 | -2,706-6.84% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.01% | #44 | $1.5M | 34,969 | $534,582 | 13,452 | +21,517+159.95% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #79 | $1.5M | 34,451 | $1.5M | 38,165 | -3,714-9.73% | Reduce |
| Arax Advisory Partners |
| 0.01% | 0.02% | #53 | $1.4M | 33,000 | $655,710 | 16,500 | +16,500+100.00% | Add |
| Spire Wealth Management |
| 0.04% | 0.05% | #34 | $1.3M | 30,959 | $1.4M | 35,296 | -4,337-12.29% | Reduce |
| MBL Wealth, LLC |
| 0.09% | 0.09% | #25 | $1.3M | 30,365 | $1.2M | 30,865 | -500-1.62% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #70 | $1.2M | 28,831 | $1.1M | 28,631 | +200+0.70% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #66 | $1.1M | 26,047 | $598,166 | 15,052 | +10,995+73.05% | Add |
| IMG Wealth Management, Inc. |
| 0.58% | 0.54% | #5 | $1.0M | 24,477 | $846,859 | 21,310 | +3,167+14.86% | Add |
| Impact Partnership Wealth, LLC |
| 0.1% | 0.11% | #22 | $1.0M | 24,329 | $892,998 | 22,471 | +1,858+8.27% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.01% | 0.01% | #52 | $1.0M | 23,833 | $884,930 | 22,268 | +1,565+7.03% | Add |
| Archer Investment Corp |
| 0.2% | 0.21% | #14 | $1.0M | 23,747 | $975,895 | 24,557 | -810-3.30% | Reduce |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 0.11% | 0.12% | #21 | $962,137 | 22,775 | $905,079 | 22,775 | 00.00% | Unchanged |
| Arete Wealth Advisors, LLC |
| 0.03% | 0.06% | #38 | $957,576 | 22,686 | $755,911 | 19,031 | +3,655+19.21% | Add |
| Kovack Advisors, Inc. |
| 0.04% | 0.05% | #33 | $893,638 | 21,151 | $846,354 | 21,295 | -144-0.68% | Reduce |
| SteelPeak Wealth, LLC |
| 0.02% | — | #45 | $840,640 | 19,899 | $0 | 0 | +19,899 | New Buy |
| HighTower Advisors, LLC |
| <0.01% | — | #74 | $824,628 | 19,520 | $0 | 0 | +19,520 | New Buy |
| Wood Tarver Financial Group, LLC |
| 0.19% | 0.21% | #15 | $806,758 | 19,097 | $758,000 | 19,097 | 00.00% | Unchanged |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #58 | $747,743 | 17,700 | $703,400 | 17,700 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #69 | $726,197 | 17,190 | $745,000 | 18,755 | -1,565-8.34% | Reduce |
| WEDBUSH SECURITIES INC |
| 0.02% | 0.02% | #49 | $698,104 | 16,525 | $657,000 | 16,525 | 00.00% | Unchanged |
| Ausdal Financial Partners, Inc. |
| 0.03% | 0.03% | #41 | $668,616 | 15,827 | $679,037 | 17,087 | -1,260-7.37% | Reduce |
| Ballast Rock Private Wealth LLC |
| 0.28% | 0.32% | #11 | $612,515 | 14,499 | $576,190 | 14,499 | 00.00% | Unchanged |
| RIVERCHASE WEALTH MANAGEMENT, LLC |
| 0.28% | 0.32% | #10 | $609,008 | 14,416 | $623,282 | 15,684 | -1,268-8.08% | Reduce |
| Arkadios Wealth Advisors |
| 0.01% | — | #54 | $606,854 | 14,365 | $0 | 0 | +14,365 | New Buy |
| WealthPLAN Partners, LLC |
| 0.11% | 0.12% | #20 | $580,704 | 13,746 | $631,906 | 15,901 | -2,155-13.55% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.01% | 0.01% | #57 | $569,854 | 13,489 | $536,060 | 13,489 | 00.00% | Unchanged |
| Trek Financial, LLC |
| 0.03% | 0.02% | #43 | $538,923 | 12,757 | $449,579 | 11,313 | +1,444+12.76% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #84 | $496,424 | 11,751 | $460,587 | 11,590 | +161+1.39% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #85 | $495,157 | 11,721 | $50,635 | 1,298 | +10,423+803.00% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #78 | $487,004 | 11,528 | $460,110 | 11,578 | -50-0.43% | Reduce |
| CRA Financial Services, LLC |
| 0.05% | 0.06% | #29 | $475,471 | 11,255 | $447,274 | 11,255 | 00.00% | Unchanged |
| BCS Wealth Management |
| 0.08% | 0.09% | #26 | $452,785 | 10,718 | $425,933 | 10,718 | 00.00% | Unchanged |
| Sound Portfolio Advisors, LLC |
| 0.31% | 0.36% | #9 | $439,267 | 10,398 | $443,657 | 11,164 | -766-6.86% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.03% | 0.02% | #42 | $420,425 | 9,952 | $281,399 | 7,081 | +2,871+40.55% | Add |
