| AE Wealth Management LLC |
| 0.62% | 0.71% | #7 | $132.1M | 5.3M | $130.6M | 5.5M | -257,580-4.65% | Reduce |
| Key Capital Management, INC |
| 3.83% | 4.19% | #1 | $7.4M | 297,921 | $6.3M | 269,006 | +28,915+10.75% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #23 | $6.7M | 269,384 | $4.0M | 170,460 | +98,924+58.03% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #20 | $6.7M | 267,115 | $4.0M | 169,397 | +97,718+57.69% | Add |
| LifeWealth Investments, LLC |
| 1.06% | 1.15% | #5 | $4.0M | 159,232 | $3.8M | 163,093 | -3,861-2.37% | Reduce |
| Simplicity Wealth,LLC |
| 0.11% | 0.18% | #14 | $3.4M | 134,263 | $3.2M | 135,001 | -738-0.55% | Reduce |
| B.O.S.S. Retirement Advisors, LLC |
| 0.79% | 0.9% | #6 | $2.9M | 117,014 | $3.0M | 125,332 | -8,318-6.64% | Reduce |
| Quest 10 Wealth Builders, Inc. |
| 1.59% | 1.73% | #4 | $2.1M | 82,076 | $2.0M | 83,883 | -1,807-2.15% | Reduce |
| FLP Wealth Management, LLC |
| 2.72% | — | #2 | $1.5M | 61,074 | $0 | 0 | +61,074 | New Buy |
| Kingdom Financial Group LLC. |
| 0.37% | 0.42% | #10 | $1.5M | 58,389 | $1.5M | 62,288 | -3,899-6.26% | Reduce |
| Centennial Advisors, LLC |
| 1.7% | 1.84% | #3 | $1.4M | 56,875 | $1.4M | 61,213 | -4,338-7.09% | Reduce |
| FSA Advisors, Inc. |
| 0.56% | 0.68% | #8 | $1.2M | 48,437 | $1.0M | 43,793 | +4,644+10.60% | Add |
| Slagle Financial, LLC |
| 0.32% | 0.34% | #11 | $1.1M | 43,364 | $1.0M | 43,875 | -511-1.16% | Reduce |
| Lloyd Advisory Services, LLC. |
| 0.39% | 0.42% | #9 | $1.0M | 40,394 | $1.5M | 62,288 | -21,894-35.15% | Reduce |
| Raleigh Capital Management Inc. |
| 0.3% | 0.27% | #12 | $938,731 | 37,549 | $782,047 | 33,178 | +4,371+13.17% | Add |
| SMART Wealth LLC |
| 0.1% | 0.17% | #15 | $468,487 | 18,739 | $585,820 | 24,854 | -6,115-24.60% | Reduce |
| &PARTNERS |
| <0.01% | <0.01% | #22 | $443,600 | 17,744 | $245,420 | 10,412 | +7,332+70.42% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #27 | $370,425 | 14,817 | $0 | 0 | +14,817 | New Buy |
| OLD MISSION CAPITAL LLC |
| <0.01% | 0.01% | #21 | $241,725 | 9,669 | $361,954 | 15,356 | -5,687-37.03% | Reduce |
| Rothschild Wealth LLC |
| 0.02% | 0.02% | #19 | $237,400 | 9,496 | $224,819 | 9,538 | -42-0.44% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | — | #24 | $229,725 | 9,189 | $0 | 0 | +9,189 | New Buy |
| Boomfish Wealth Group, LLC |
| 0.09% | — | #16 | $204,350 | 8,174 | $0 | 0 | +8,174 | New Buy |
| Montgomery Financial Services LLC |
| 0.12% | — | #13 | $139,025 | 5,561 | $0 | 0 | +5,561 | New Buy |
| Networth Advisors, LLC |
| 0.06% | 0.07% | #17 | $100,375 | 4,015 | $91,974 | 3,902 | +113+2.90% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.04% | — | #18 | $90,349 | 3,614 | $0 | 0 | +3,614 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | — | #25 | $12,325 | 493 | $0 | 0 | +493 | New Buy |
| Sterling Capital Management LLC |
| <0.01% | <0.01% | #26 | $7,875 | 315 | $7,425 | 315 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #28 | $7,225 | 289 | $6,811 | 289 | 00.00% | Unchanged |
