| AE Wealth Management LLC |
| 0.52% | 0.54% | #7 | $111.2M | 4.4M | $100.0M | 4.0M | +424,305+10.61% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #20 | $7.0M | 278,763 | $5.3M | 211,517 | +67,246+31.79% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #19 | $7.0M | 278,763 | $5.3M | 211,395 | +67,368+31.87% | Add |
| Key Capital Management, INC |
| 3.22% | 3.2% | #1 | $6.3M | 249,149 | $4.8M | 193,998 | +55,151+28.43% | Add |
| LifeWealth Investments, LLC |
| 0.89% | 0.88% | #5 | $3.3M | 131,825 | $3.0M | 118,251 | +13,574+11.48% | Add |
| Simplicity Wealth,LLC |
| 0.1% | 0.14% | #13 | $3.0M | 119,478 | $2.5M | 101,047 | +18,431+18.24% | Add |
| B.O.S.S. Retirement Advisors, LLC |
| 0.67% | 0.69% | #6 | $2.5M | 98,289 | $2.3M | 90,589 | +7,700+8.50% | Add |
| Quest 10 Wealth Builders, Inc. |
| 1.35% | 1.33% | #4 | $1.7M | 68,997 | $1.5M | 60,776 | +8,221+13.53% | Add |
| FLP Wealth Management, LLC |
| 2.27% | — | #2 | $1.3M | 50,857 | $0 | 0 | +50,857 | New Buy |
| Kingdom Financial Group LLC. |
| 0.31% | 0.32% | #10 | $1.2M | 48,425 | $1.1M | 45,001 | +3,424+7.61% | Add |
| Centennial Advisors, LLC |
| 1.42% | 1.41% | #3 | $1.2M | 47,428 | $1.1M | 44,436 | +2,992+6.73% | Add |
| FSA Advisors, Inc. |
| 0.47% | 0.52% | #8 | $1.0M | 40,570 | $791,600 | 31,664 | +8,906+28.13% | Add |
| Slagle Financial, LLC |
| 0.27% | 0.26% | #11 | $908,426 | 36,150 | $795,152 | 31,806 | +4,344+13.66% | Add |
| Lloyd Advisory Services, LLC. |
| 0.33% | 0.32% | #9 | $845,494 | 33,646 | $1.1M | 45,001 | -11,355-25.23% | Reduce |
| Raleigh Capital Management Inc. |
| 0.25% | 0.2% | #12 | $768,482 | 30,581 | $592,977 | 23,719 | +6,862+28.93% | Add |
| SMART Wealth LLC |
| 0.09% | 0.13% | #15 | $395,513 | 15,739 | $448,196 | 17,928 | -2,189-12.21% | Reduce |
| Rothschild Wealth LLC |
| 0.02% | — | #18 | $200,231 | 7,968 | $0 | 0 | +7,968 | New Buy |
| Montgomery Financial Services LLC |
| 0.1% | — | #14 | $115,444 | 4,594 | $0 | 0 | +4,594 | New Buy |
| Networth Advisors, LLC |
| 0.05% | 0.05% | #16 | $84,611 | 3,367 | $71,350 | 2,854 | +513+17.97% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.03% | — | #17 | $74,871 | 2,979 | $0 | 0 | +2,979 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #24 | $42,192 | 1,679 | $21,750 | 870 | +809+92.99% | Add |
| CoreCap Advisors, LLC |
| <0.01% | — | #21 | $10,429 | 415 | $0 | 0 | +415 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #23 | $5,302 | 211 | $5,275 | 211 | 00.00% | Unchanged |
| Sterling Capital Management LLC |
| <0.01% | <0.01% | #22 | $5,051 | 201 | $4,250 | 170 | +31+18.24% | Add |
