| Tradition Wealth Management, LLC |
| 0.58% | 0.65% | #4 | $9.5M | 270,688 | $9.2M | 274,271 | -3,583-1.31% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.32% | 0.33% | #8 | $6.5M | 185,163 | $5.8M | 175,304 | +9,859+5.62% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #53 | $5.1M | 144,206 | $5.0M | 149,711 | -5,505-3.68% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #54 | $4.7M | 134,255 | $2.8M | 84,967 | +49,288+58.01% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 0.5% | 0.55% | #5 | $4.5M | 127,143 | $4.3M | 127,465 | -322-0.25% | Reduce |
| AssuredPartners Investment Advisors, LLC |
| 0.33% | 0.36% | #7 | $3.5M | 98,257 | $3.3M | 98,291 | -34-0.03% | Reduce |
| Brookstone Capital Management |
| 0.03% | 0.04% | #32 | $3.2M | 90,465 | $3.4M | 100,819 | -10,354-10.27% | Reduce |
| CENTRAL VALLEY ADVISORS, LLC |
| 0.72% | 0.73% | #3 | $2.8M | 80,030 | $2.7M | 80,544 | -514-0.64% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #73 | $2.7M | 77,733 | $1.7M | 49,945 | +27,788+55.64% | Add |
| Orion Porfolio Solutions, LLC |
| 0.02% | 0.02% | #43 | $2.7M | 76,124 | $2.3M | 69,329 | +6,795+9.80% | Add |
| Kellett Wealth Advisors, LLC |
| 1.23% | 1.4% | #1 | $2.6M | 75,192 | $2.6M | 77,377 | -2,185-2.82% | Reduce |
| Berger Financial Group, Inc |
| 0.12% | 0.14% | #13 | $2.4M | 68,887 | $2.5M | 75,546 | -6,659-8.81% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.02% | 0.02% | #41 | $2.0M | 56,864 | $1.9M | 56,055 | +809+1.44% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #64 | $2.0M | 56,179 | $1.9M | 56,283 | -104-0.18% | Reduce |
| Strategic Blueprint, LLC |
| 0.09% | 0.1% | #19 | $1.8M | 50,258 | $1.7M | 49,735 | +523+1.05% | Add |
| Triad Wealth Partners, LLC |
| 0.1% | 0.08% | #18 | $1.6M | 45,662 | $947,675 | 28,399 | +17,263+60.79% | Add |
| Spire Wealth Management |
| 0.05% | 0.04% | #28 | $1.5M | 42,667 | $1.1M | 31,916 | +10,751+33.69% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #74 | $1.5M | 41,762 | $1.5M | 43,972 | -2,210-5.03% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #61 | $1.4M | 40,782 | $493,476 | 14,788 | +25,994+175.78% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #79 | $1.4M | 40,082 | $944,638 | 28,308 | +11,774+41.59% | Add |
| IMG Wealth Management, Inc. |
| 0.78% | 0.83% | #2 | $1.4M | 39,940 | $1.3M | 39,054 | +886+2.27% | Add |
| Arax Advisory Partners |
| 0.01% | 0.02% | #50 | $1.4M | 39,498 | $659,024 | 19,749 | +19,749+100.00% | Add |
| Advisory Services Network, LLC |
| 0.01% | 0.02% | #46 | $1.3M | 37,677 | $1.1M | 34,461 | +3,216+9.33% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #58 | $1.3M | 36,668 | $1.7M | 51,929 | -15,261-29.39% | Reduce |
| Trek Financial, LLC |
| 0.06% | 0.01% | #25 | $1.2M | 34,510 | $206,894 | 6,200 | +28,310+456.61% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #70 | $1.1M | 31,874 | $1.2M | 34,880 | -3,006-8.62% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #63 | $1.1M | 31,648 | $953,000 | 28,552 | +3,096+10.84% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #76 | $974,295 | 27,746 | $1.0M | 30,068 | -2,322-7.72% | Reduce |
| Sonoma Allocations LLC |
| 0.35% | — | #6 | $938,428 | 26,694 | $0 | 0 | +26,694 | New Buy |
| SteelPeak Wealth, LLC |
| 0.02% | — | #40 | $838,788 | 23,887 | $0 | 0 | +23,887 | New Buy |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 0.09% | 0.11% | #20 | $773,965 | 22,041 | $808,822 | 24,238 | -2,197-9.06% | Reduce |
| BCS Wealth Management |
| 0.12% | 0.13% | #14 | $662,792 | 18,875 | $629,859 | 18,875 | 00.00% | Unchanged |
| Ausdal Financial Partners, Inc. |
| 0.03% | 0.03% | #37 | $650,783 | 18,533 | $617,746 | 18,512 | +21+0.11% | Add |
| Your Advocates Ltd., LLP |
| 0.17% | 0.17% | #10 | $583,598 | 16,622 | $554,676 | 16,622 | 00.00% | Unchanged |
| CENTAURUS FINANCIAL, INC. |
| 0.02% | 0.03% | #39 | $564,997 | 16,090 | $554,000 | 16,603 | -513-3.09% | Reduce |
| Lantz Financial LLC |
| 0.1% | 0.06% | #17 | $557,096 | 15,865 | $305,069 | 9,142 | +6,723+73.54% | Add |
| Kovack Advisors, Inc. |
| 0.03% | — | #35 | $548,959 | 15,632 | $0 | 0 | +15,632 | New Buy |
| WealthShield Partners, LLC |
| 0.08% | 0.06% | #21 | $513,624 | 14,627 | $506,523 | 15,179 | -552-3.64% | Reduce |
| Atria Investments, Inc |
| <0.01% | 0.01% | #56 | $494,311 | 14,077 | $468,248 | 14,032 | +45+0.32% | Add |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #65 | $473,804 | 13,493 | $427,003 | 12,796 | +697+5.45% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.03% | — | #33 | $470,012 | 13,385 | $0 | 0 | +13,385 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #83 | $469,134 | 13,360 | $0 | 0 | +13,360 | New Buy |
| Signal Advisors Wealth, LLC |
| 0.02% | 0.03% | #38 | $468,923 | 13,354 | $445,623 | 13,354 | 00.00% | Unchanged |
| MILESTONE ASSET MANAGEMENT, LLC |
| 0.07% | 0.08% | #23 | $447,714 | 12,750 | $442,820 | 13,270 | -520-3.92% | Reduce |
| Retirement Planning Group, LLC |
| 0.01% | 0.01% | #48 | $443,043 | 12,617 | $421,029 | 12,617 | 00.00% | Unchanged |
| Encompass More Asset Management |
| 0.06% | 0.06% | #24 | $432,544 | 12,318 | $328,895 | 9,856 | +2,462+24.98% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #66 | $424,714 | 12,095 | $403,610 | 12,095 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | — | #82 | $414,776 | 11,812 | $0 | 0 | +11,812 | New Buy |
| Galvin, Gaustad & Stein, LLC |
| 0.03% | 0.03% | #34 | $383,185 | 10,912 | $366,781 | 10,991 | -79-0.72% | Reduce |
| Souders Financial Advisors |
| 0.04% | 0.05% | #30 | $365,931 | 10,421 | $395,234 | 11,844 | -1,423-12.01% | Reduce |
