| Simplify Asset Management Inc. |
| 1.37% | 1.79% | #14 | $98.3M | 4.8M | $116.7M | 5.5M | -717,960-12.99% | Reduce |
| GenTrust, LLC |
| 2.59% | 2.6% | #8 | $67.5M | 3.3M | $60.8M | 2.9M | +419,316+14.54% | Add |
| Southern Farm Bureau Life Insurance |
| 5.8% | 6.6% | #2 | $60.6M | 3.0M | $62.6M | 3.0M | 00.00% | Unchanged |
| AE Wealth Management LLC |
| 0.19% | 0.22% | #36 | $41.6M | 2.0M | $40.5M | 1.9M | +118,322+6.17% | Add |
| HighTower Advisors, LLC |
| 0.03% | 0.03% | #48 | $34.9M | 1.7M | $24.9M | 1.2M | +527,694+44.66% | Add |
| Mid-American Wealth Advisory Group, Inc. |
| 11.11% | 10.54% | #1 | $30.7M | 1.5M | $25.0M | 1.1M | +365,601+32.09% | Add |
| Trek Financial, LLC |
| 1.19% | — | #17 | $25.5M | 1.2M | $0 | 0 | +1.2M | New Buy |
| Ancora Advisors LLC |
| 0.39% | — | #27 | $20.4M | 996,922 | $0 | 0 | +996,922 | New Buy |
| Financial Enhancement Group LLC |
| 2.06% | 1.67% | #10 | $17.3M | 844,724 | $13.5M | 633,652 | +211,072+33.31% | Add |
| Lloyd Advisory Services, LLC. |
| 5.38% | 0.23% | #4 | $13.9M | 679,397 | $807,313 | 38,261 | +641,136+1,675.69% | Add |
| Ferguson Shapiro LLC |
| 3.17% | 14.95% | #7 | $10.8M | 530,665 | $49.1M | 2.3M | -1.8M-77.19% | Reduce |
| ALTFEST L J & CO INC |
| 1.02% | 1.5% | #18 | $10.5M | 513,278 | $14.0M | 663,501 | -150,223-22.64% | Reduce |
| Heck Capital Advisors, LLC |
| 0.55% | 0.67% | #25 | $9.1M | 447,209 | $9.0M | 428,759 | +18,450+4.30% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #63 | $8.8M | 431,936 | $16.1M | 765,074 | -333,138-43.54% | Reduce |
| Encompass More Asset Management |
| 1.27% | — | #15 | $8.7M | 426,294 | $0 | 0 | +426,294 | New Buy |
| Park Edge Advisors, LLC |
| 1.53% | 1.85% | #11 | $7.2M | 354,937 | $8.0M | 380,176 | -25,239-6.64% | Reduce |
| Broussard Financial Group LLC |
| 5.72% | 6.28% | #3 | $7.1M | 349,430 | $7.9M | 372,250 | -22,820-6.13% | Reduce |
| Authentikos Wealth Advisory, LLC |
| 3.43% | 3.55% | #6 | $5.4M | 262,798 | $5.3M | 249,065 | +13,733+5.51% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #68 | $4.7M | 231,454 | $919,960 | 43,600 | +187,854+430.86% | Add |
| Aprio Wealth Management, LLC |
| 0.21% | 0.27% | #33 | $4.3M | 210,655 | $4.9M | 233,128 | -22,473-9.64% | Reduce |
| Professional Financial Management, Inc. |
| 4.27% | 4.35% | #5 | $4.2M | 206,219 | $4.2M | 198,092 | +8,127+4.10% | Add |
| HOLLENCREST CAPITAL MANAGEMENT |
| 0.27% | 0.16% | #31 | $4.1M | 201,303 | $4.2M | 201,303 | 00.00% | Unchanged |
| LifeWealth Investments, LLC |
| 0.93% | 1.03% | #20 | $3.5M | 170,572 | $3.4M | 163,258 | +7,314+4.48% | Add |
| Elevated Capital Advisors, LLC |
| 0.92% | 0.88% | #22 | $3.3M | 163,300 | $3.5M | 165,802 | -2,502-1.51% | Reduce |
| Magnolia Private Wealth, LLC |
| 0.92% | 3.02% | #21 | $3.2M | 242,589 | $4.5M | 298,645 | -56,056-18.77% | Reduce |
| HOWARD BAILEY SECURITIES, LLC |
| 1.2% | 1.29% | #16 | $3.2M | 156,987 | $3.1M | 148,154 | +8,833+5.96% | Add |
| B.O.S.S. Retirement Advisors, LLC |
| 0.77% | 0.87% | #23 | $2.9M | 139,720 | $2.9M | 135,491 | +4,229+3.12% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.03% | 0.05% | #49 | $2.8M | 135,797 | $3.2M | 152,411 | -16,614-10.90% | Reduce |
| PRIVATE CLIENT SERVICES, LLC |
| 0.71% | 1.26% | #24 | $2.7M | 132,458 | $4.2M | 199,112 | -66,654-33.48% | Reduce |
| Great Lakes Retirement, Inc. |
| 0.22% | 0.27% | #32 | $2.5M | 121,629 | $2.6M | 123,290 | -1,661-1.35% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.06% | 0.09% | #43 | $2.0M | 100,272 | $2.4M | 112,466 | -12,194-10.84% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #71 | $1.8M | 88,568 | $0 | 0 | +88,568 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #75 | $1.6M | 79,467 | $1.7M | 79,467 | 00.00% | Unchanged |
| Aegis Wealth Management, Inc. |
| 0.99% | 1.17% | #19 | $1.5M | 74,953 | $1.5M | 70,337 | +4,616+6.56% | Add |
| Integrated Wealth Management |
| 1.38% | 1.41% | #13 | $1.3M | 63,803 | $1.2M | 58,245 | +5,558+9.54% | Add |
| Golden Reserve Retirement LLC |
| 0.19% | 0.13% | #37 | $1.2M | 58,630 | $641,039 | 30,381 | +28,249+92.98% | Add |
| Centennial Advisors, LLC |
| 1.39% | 1.4% | #12 | $1.2M | 57,089 | $1.1M | 52,168 | +4,921+9.43% | Add |
| IHT Wealth Management, LLC |
| 0.02% | 0.03% | #53 | $1.1M | 52,723 | $1.4M | 67,174 | -14,451-21.51% | Reduce |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.43% | — | #26 | $1.0M | 49,358 | $0 | 0 | +49,358 | New Buy |
| EVERGREEN CAPITAL MANAGEMENT LLC |
| 0.02% | 0.03% | #56 | $899,433 | 44,036 | $1.2M | 56,780 | -12,744-22.44% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #78 | $837,425 | 41,000 | $865,100 | 41,000 | 00.00% | Unchanged |
| HRT FINANCIAL LP |
| <0.01% | <0.01% | #65 | $796,800 | 39,011 | $687,000 | 32,601 | +6,410+19.66% | Add |
| Kingdom Financial Group LLC. |
| 0.2% | 0.23% | #34 | $782,191 | 38,296 | $807,313 | 38,261 | +35+0.09% | Add |
| EVOKE WEALTH, LLC |
| 0.01% | 0.01% | #57 | $697,267 | 33,045 | $697,267 | 33,045 | 00.00% | Unchanged |
| Csenge Advisory Group |
| 0.03% | 0.04% | #51 | $670,372 | 32,821 | $917,424 | 43,480 | -10,659-24.51% | Reduce |
| Straight Path Wealth Management |
| 0.15% | 0.18% | #38 | $647,411 | 31,697 | $684,632 | 32,447 | -750-2.31% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #60 | $470,461 | 23,034 | $440,726 | 20,927 | +2,107+10.07% | Add |
| Legacy PCG, LLC |
| 2.07% | 2.49% | #9 | $447,121 | 22,004 | $464,284 | 22,004 | 00.00% | Unchanged |
| 4WEALTH ADVISORS, INC. |
| 0.33% | 0.4% | #28 | $432,164 | 21,061 | $473,016 | 22,471 | -1,410-6.27% | Reduce |
| Cumberland Partners Ltd |
| 0.03% | 0.03% | #52 | $392,814 | 19,232 | $404,445 | 19,168 | +64+0.33% | Add |
