| Dynasty Wealth Management, LLC |
| 0.71% | 0.69% | #11 | $95.1M | 3.9M | $78.7M | 3.3M | +631,525+19.19% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #70 | $70.3M | 2.9M | $60.4M | 2.5M | +369,289+14.61% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #90 | $64.8M | 2.7M | $54.7M | 2.3M | +381,693+16.65% | Add |
| Arax Advisory Partners |
| 0.4% | 1.46% | #18 | $59.7M | 2.5M | $51.6M | 2.2M | +306,067+14.19% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.79% | 0.82% | #8 | $51.6M | 2.1M | $44.7M | 1.9M | +258,386+13.81% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.42% | 0.54% | #17 | $45.1M | 1.9M | $48.8M | 2.0M | -179,333-8.79% | Reduce |
| OpenArc Corporate Advisory, LLC |
| 0.39% | 0.37% | #19 | $32.9M | 1.4M | $25.9M | 1.1M | +270,567+24.95% | Add |
| Larson Financial Group LLC |
| 0.72% | 0.76% | #10 | $27.5M | 1.1M | $23.8M | 994,752 | +137,249+13.80% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #61 | $23.4M | 965,914 | $19.6M | 820,350 | +145,564+17.74% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #93 | $12.3M | 507,001 | $14.5M | 605,563 | -98,562-16.28% | Reduce |
| Merit Financial Group, LLC |
| 0.07% | 0.04% | #44 | $11.7M | 481,235 | $6.0M | 252,938 | +228,297+90.26% | Add |
| Resonant Capital Advisors, LLC |
| 0.45% | 0.64% | #15 | $9.5M | 391,176 | $12.2M | 509,341 | -118,165-23.20% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #79 | $9.4M | 387,172 | $8.1M | 336,813 | +50,359+14.95% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | — | #71 | $8.0M | 329,844 | $0 | 0 | +329,844 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #81 | $6.7M | 277,765 | $4.9M | 206,834 | +70,931+34.29% | Add |
| UNIQUE WEALTH, LLC |
| 0.77% | 0.56% | #9 | $6.6M | 274,022 | $4.0M | 168,880 | +105,142+62.26% | Add |
| Keystone Financial Group, Inc. |
| 3.11% | 3.5% | #1 | $5.9M | 244,206 | $6.7M | 281,882 | -37,676-13.37% | Reduce |
| Skyline Advisors, Inc. |
| 1.75% | 1.03% | #3 | $5.6M | 232,920 | $3.0M | 123,923 | +108,997+87.96% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | <0.01% | #51 | $5.6M | 232,339 | $24,733 | 1,034 | +231,305+22,369.92% | Add |
| Paulson Wealth Management Inc. |
| 1.16% | 1.29% | #6 | $5.5M | 225,374 | $5.5M | 229,364 | -3,990-1.74% | Reduce |
| Advisory Resource Group |
| 0.64% | 0.66% | #12 | $4.2M | 174,726 | $3.9M | 161,228 | +13,498+8.37% | Add |
| FORTE ASSET MANAGEMENT LLC |
| 1.69% | 1.78% | #4 | $4.1M | 170,000 | $4.1M | 170,000 | 00.00% | Unchanged |
| Summit Financial, LLC |
| 0.04% | — | #50 | $4.0M | 166,220 | $0 | 0 | +166,220 | New Buy |
| Archer Investment Management, LLC |
| 1.21% | 1.29% | #5 | $3.5M | 145,722 | $3.1M | 127,835 | +17,887+13.99% | Add |
| McKinley Carter Wealth Services, Inc. |
| 0.18% | 0.19% | #30 | $3.5M | 142,620 | $3.4M | 140,269 | +2,351+1.68% | Add |
| NewEdge Advisors, LLC |
| 0.01% | <0.01% | #75 | $3.4M | 142,128 | $1.3M | 56,378 | +85,750+152.10% | Add |
| Frisch Financial Group, Inc. |
| 0.54% | 0.64% | #13 | $3.1M | 129,128 | $3.1M | 128,996 | +132+0.10% | Add |
| Geneos Wealth Management Inc. |
| 0.06% | 0.07% | #46 | $3.0M | 122,259 | $2.9M | 120,826 | +1,433+1.19% | Add |
| Centerline Wealth Advisors, LLC |
| 0.88% | 0.87% | #7 | $2.8M | 115,952 | $2.4M | 101,214 | +14,738+14.56% | Add |
| TrustWell Financial Advisors, LLC |
| 2.32% | — | #2 | $2.7M | 112,886 | $0 | 0 | +112,886 | New Buy |
| MGO ONE SEVEN LLC |
| 0.04% | 0.04% | #53 | $2.6M | 108,067 | $2.1M | 88,948 | +19,119+21.49% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #84 | $2.5M | 105,011 | $1.9M | 80,113 | +24,898+31.08% | Add |
| Cyndeo Wealth Partners, LLC |
| 0.1% | 0.11% | #42 | $2.2M | 90,967 | $2.1M | 87,949 | +3,018+3.43% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #112 | $2.0M | 83,562 | $5.9M | 247,216 | -163,654-66.20% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #97 | $2.0M | 83,177 | $2.0M | 83,094 | +83+0.10% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #109 | $2.0M | 80,965 | $2.0M | 82,956 | -1,991-2.40% | Reduce |
| IHT Wealth Management, LLC |
| 0.04% | 0.03% | #55 | $2.0M | 80,637 | $1.4M | 59,454 | +21,183+35.63% | Add |
| Golden State Wealth Management, LLC |
| 0.17% | 0.02% | #31 | $1.8M | 75,367 | $143,413 | 5,998 | +69,369+1,156.54% | Add |
| Lansing Street Advisors |
| 0.37% | 0.42% | #20 | $1.8M | 72,546 | $1.7M | 70,290 | +2,256+3.21% | Add |
| Strategies Wealth Advisors, LLC |
| 0.15% | 0.02% | #35 | $1.6M | 66,878 | $242,950 | 10,161 | +56,717+558.18% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #111 | $1.6M | 64,428 | $1.7M | 69,634 | -5,206-7.48% | Reduce |
| Apella Capital, LLC |
| 0.02% | 0.02% | #65 | $1.5M | 63,485 | $1.4M | 56,978 | +6,507+11.42% | Add |
| Dynamic Advisor Solutions LLC |
| 0.04% | 0.04% | #54 | $1.5M | 62,960 | $1.4M | 57,330 | +5,630+9.82% | Add |
| Intrua Financial, LLC |
| 0.14% | 0.14% | #36 | $1.5M | 62,166 | $1.3M | 56,397 | +5,769+10.23% | Add |
| NOVEM GROUP |
| 0.15% | 0.05% | #32 | $1.5M | 62,077 | $465,997 | 19,490 | +42,587+218.51% | Add |
| LongView Wealth Management |
| 0.37% | 0.36% | #21 | $1.4M | 59,636 | $1.4M | 58,898 | +738+1.25% | Add |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.02% | — | #69 | $1.4M | 59,241 | $0 | 0 | +59,241 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #118 | $1.2M | 50,807 | $0 | 0 | +50,807 | New Buy |
| Landmark Wealth Management, LLC |
| 0.29% | 0.32% | #26 | $1.2M | 49,926 | $1.2M | 49,906 | +20+0.04% | Add |
| Compass Financial Group, INC/SD |
| 0.14% | — | #37 | $1.2M | 49,463 | $0 | 0 | +49,463 | New Buy |
