| Gradient Investments LLC |
| 0.39% | — | #4 | $28.3M | 1.0M | $0 | 0 | +1.0M | New Buy |
| KFG WEALTH MANAGEMENT, LLC |
| 2.11% | 2.18% | #2 | $18.7M | 686,892 | $16.8M | 670,689 | +16,203+2.42% | Add |
| Long Island Wealth Management, Inc. |
| 5.74% | 5.89% | #1 | $13.9M | 510,249 | $12.7M | 505,604 | +4,645+0.92% | Add |
| Uniting Wealth Partners, LLC |
| 2.08% | 1.96% | #3 | $10.2M | 375,780 | $9.2M | 367,003 | +8,777+2.39% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.05% | #12 | $6.3M | 232,025 | $6.0M | 240,225 | -8,200-3.41% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.03% | 0.03% | #13 | $4.1M | 152,175 | $3.4M | 136,276 | +15,899+11.67% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 0.18% | 0.19% | #5 | $3.3M | 120,537 | $3.0M | 120,537 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #18 | $673,915 | 24,749 | $455,462 | 18,148 | +6,601+36.37% | Add |
| Cornerstone Wealth Group, LLC |
| 0.04% | 0.05% | #11 | $656,978 | 24,127 | $801,605 | 30,481 | -6,354-20.85% | Reduce |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.06% | 0.07% | #9 | $517,561 | 19,007 | $478,351 | 19,060 | -53-0.28% | Reduce |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| 0.12% | 0.12% | #7 | $451,855 | 16,594 | $416,461 | 16,594 | 00.00% | Unchanged |
| First Heartland Consultants, Inc. |
| 0.02% | 0.04% | #14 | $337,189 | 12,383 | $517,854 | 20,634 | -8,251-39.99% | Reduce |
| Brown Financial Advisors |
| 0.11% | — | #8 | $326,842 | 12,003 | $0 | 0 | +12,003 | New Buy |
| Kovack Advisors, Inc. |
| 0.01% | 0.03% | #15 | $287,779 | 10,568 | $530,472 | 21,136 | -10,568-50.00% | Reduce |
| Meridian Wealth Management, LLC |
| 0.01% | 0.01% | #16 | $258,957 | 9,510 | $245,148 | 9,768 | -258-2.64% | Reduce |
| Mattson Financial Services, LLC |
| 0.04% | — | #10 | $218,765 | 7,987 | $0 | 0 | +7,987 | New Buy |
| Paladin Wealth, LLC |
| 0.12% | — | #6 | $203,217 | 7,463 | $0 | 0 | +7,463 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #19 | $13,915 | 511 | $26,051 | 1,038 | -527-50.77% | Reduce |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #17 | $1,090 | 40 | $1,004 | 40 | 00.00% | Unchanged |
