| AE Wealth Management LLC |
| 0.27% | 0.29% | #9 | $58.0M | 1.5M | $53.1M | 1.5M | -17,205-1.15% | Reduce |
| FWG Investments, LLC. |
| 2.32% | 2.23% | #2 | $4.4M | 111,567 | $3.5M | 98,877 | +12,690+12.83% | Add |
| Wellment Financial |
| 4.46% | 4.62% | #1 | $3.9M | 99,732 | $3.7M | 105,047 | -5,315-5.06% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #25 | $3.6M | 92,833 | $3.3M | 93,107 | -274-0.29% | Reduce |
| SMART Wealth LLC |
| 0.73% | 1.08% | #5 | $3.4M | 86,727 | $3.7M | 103,830 | -17,103-16.47% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #37 | $3.1M | 79,911 | $2.9M | 80,697 | -786-0.97% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #38 | $2.9M | 73,073 | $2.7M | 76,170 | -3,097-4.07% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #28 | $2.5M | 63,824 | $2.3M | 65,472 | -1,648-2.52% | Reduce |
| Richmond Brothers, Inc. |
| 1.23% | — | #3 | $2.4M | 60,114 | $0 | 0 | +60,114 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #41 | $1.8M | 44,778 | $372,706 | 10,484 | +34,294+327.11% | Add |
| Strategic Blueprint, LLC |
| 0.09% | 0.09% | #13 | $1.8M | 44,727 | $1.6M | 44,727 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #33 | $1.6M | 41,528 | $1.5M | 43,423 | -1,895-4.36% | Reduce |
| WealthPlan Investment Management, LLC |
| 0.07% | 0.07% | #15 | $1.4M | 35,940 | $1.3M | 36,927 | -987-2.67% | Reduce |
| FSA Advisors, Inc. |
| 0.55% | 0.71% | #6 | $1.2M | 30,441 | $1.1M | 30,286 | +155+0.51% | Add |
| Lloyd Advisory Services, LLC. |
| 0.46% | 0.02% | #7 | $1.2M | 29,998 | $79,170 | 2,227 | +27,771+1,247.01% | Add |
| Quest 10 Wealth Builders, Inc. |
| 0.9% | 0.89% | #4 | $1.2M | 29,579 | $1.0M | 28,593 | +986+3.45% | Add |
| Nvest Financial, LLC |
| 0.32% | 0.37% | #8 | $1.0M | 26,039 | $995,933 | 28,015 | -1,976-7.05% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.03% | #23 | $998,693 | 25,436 | $1.7M | 48,605 | -23,169-47.67% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #42 | $678,622 | 17,284 | $374,270 | 10,528 | +6,756+64.17% | Add |
| Csenge Advisory Group |
| 0.03% | 0.04% | #21 | $621,494 | 15,829 | $782,704 | 22,017 | -6,188-28.11% | Reduce |
| WealthPLAN Partners, LLC |
| 0.11% | 0.12% | #11 | $561,500 | 14,301 | $636,594 | 17,907 | -3,606-20.14% | Reduce |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #31 | $482,542 | 12,290 | $436,910 | 12,290 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #36 | $297,342 | 7,573 | $578,437 | 16,271 | -8,698-53.46% | Reduce |
| LifeWealth Investments, LLC |
| 0.08% | 0.09% | #14 | $286,188 | 7,289 | $297,731 | 8,375 | -1,086-12.97% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | 0.01% | #26 | $281,987 | 7,182 | $351,056 | 9,875 | -2,693-27.27% | Reduce |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.1% | — | #12 | $226,940 | 5,780 | $0 | 0 | +5,780 | New Buy |
| Grantvest Financial Group LLC |
| 0.12% | — | #10 | $211,824 | 5,395 | $0 | 0 | +5,395 | New Buy |
| DAVENPORT & Co LLC |
| <0.01% | — | #35 | $210,057 | 5,350 | $0 | 0 | +5,350 | New Buy |
| ALLIANZ SE |
| <0.01% | <0.01% | #32 | $196,315 | 5,000 | $177,750 | 5,000 | 00.00% | Unchanged |
| Mosley Wealth Management |
| 0.05% | — | #16 | $153,008 | 3,897 | $0 | 0 | +3,897 | New Buy |
| Elevated Capital Advisors, LLC |
| 0.03% | 0.03% | #18 | $117,004 | 2,980 | $108,036 | 3,039 | -59-1.94% | Reduce |
| Decker Retirement Planning Inc. |
| 0.03% | 0.01% | #19 | $86,536 | 2,204 | $22,859 | 643 | +1,561+242.77% | Add |
| Networth Advisors, LLC |
| 0.05% | 0.05% | #17 | $82,688 | 2,106 | $75,579 | 2,126 | -20-0.94% | Reduce |
| Kingdom Financial Group LLC. |
| 0.02% | 0.02% | #22 | $79,900 | 2,035 | $79,170 | 2,227 | -192-8.62% | Reduce |
| AdvisorNet Financial, Inc |
| <0.01% | <0.01% | #29 | $57,309 | 1,460 | $51,890 | 1,460 | 00.00% | Unchanged |
| Key Capital Management, INC |
| 0.03% | 0.03% | #20 | $54,222 | 1,381 | $41,985 | 1,181 | +200+16.93% | Add |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.01% | 0.01% | #24 | $40,834 | 1,040 | $36,972 | 1,040 | 00.00% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #27 | $29,485 | 734 | $0 | 0 | +734 | New Buy |
| LANARK FINANCIAL, INC. |
| <0.01% | <0.01% | #34 | $19,631 | 500 | $17,775 | 500 | 00.00% | Unchanged |
| BARCLAYS PLC |
| <0.01% | — | #46 | $17,433 | 444 | $0 | 0 | +444 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | — | #47 | $11,644 | 298 | $0 | 0 | +298 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #45 | $10,012 | 255 | $0 | 0 | +255 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #44 | $6,282 | 160 | $5,688 | 160 | 00.00% | Unchanged |
| CoreCap Advisors, LLC |
| <0.01% | — | #39 | $6,164 | 157 | $0 | 0 | +157 | New Buy |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | <0.01% | #40 | $3,809 | 97 | $4,230 | 119 | -22-18.49% | Reduce |
| Montgomery Financial Services LLC |
| <0.01% | — | #30 | $2,866 | 73 | $0 | 0 | +73 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #43 | $2,748 | 70 | $2,488 | 70 | 00.00% | Unchanged |
