| LPL Financial LLC |
| 0.02% | 0.02% | #49 | $90.5M | 2.2M | $87.3M | 2.3M | -56,418-2.49% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.08% | #35 | $51.9M | 1.3M | $56.7M | 1.6M | -288,901-18.05% | Reduce |
| ALLIANZ SE |
| 0.24% | 0.21% | #16 | $22.4M | 679,372 | $18.7M | 622,346 | +57,026+9.16% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #71 | $21.2M | 521,945 | $18.0M | 467,490 | +54,455+11.65% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #78 | $10.5M | 259,826 | $7.8M | 204,775 | +55,051+26.88% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.04% | #42 | $9.8M | 243,610 | $9.8M | 260,338 | -16,728-6.43% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #61 | $9.1M | 232,498 | $9.7M | 272,275 | -39,777-14.61% | Reduce |
| CENTAURUS FINANCIAL, INC. |
| 0.35% | 0.41% | #13 | $9.1M | 223,054 | $8.6M | 224,493 | -1,439-0.64% | Reduce |
| Advyzon Investment Management, LLC |
| 0.62% | 0.45% | #8 | $8.5M | 207,260 | $5.0M | 131,095 | +76,165+58.10% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #67 | $8.3M | 208,013 | $8.2M | 220,736 | -12,723-5.76% | Reduce |
| RFG Advisory, LLC |
| 0.1% | 0.11% | #30 | $6.6M | 215,204 | $5.8M | 208,557 | +6,647+3.19% | Add |
| STEPHENS INC /AR/ |
| 0.07% | 0.07% | #33 | $6.3M | 206,007 | $5.8M | 208,551 | -2,544-1.22% | Reduce |
| Guardian Capital, LLC |
| 4.57% | 3.66% | #1 | $5.6M | 136,626 | $3.8M | 99,498 | +37,128+37.32% | Add |
| Forty-three Eighteen Advisors, LLC |
| 3.22% | 3.4% | #2 | $4.8M | 117,113 | $4.5M | 117,528 | -415-0.35% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #85 | $4.1M | 121,673 | $1.2M | 39,600 | +82,073+207.26% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | <0.01% | #66 | $4.0M | 100,546 | $837,290 | 25,135 | +75,411+300.02% | Add |
| World Investment Advisors |
| 0.06% | 0.05% | #36 | $3.6M | 88,691 | $3.1M | 80,575 | +8,116+10.07% | Add |
| Ausdal Financial Partners, Inc. |
| 0.14% | 0.08% | #24 | $3.5M | 85,533 | $1.8M | 46,246 | +39,287+84.95% | Add |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.43% | 0.51% | #11 | $3.5M | 84,833 | $3.5M | 92,260 | -7,427-8.05% | Reduce |
| Spire Wealth Management |
| 0.09% | 0.1% | #32 | $3.1M | 75,586 | $3.0M | 79,066 | -3,480-4.40% | Reduce |
| Elevation Wealth Management LLC |
| 2.1% | 2.45% | #3 | $2.8M | 68,745 | $2.7M | 69,475 | -730-1.05% | Reduce |
| Compass Advisory Group LLC |
| 0.64% | 0.7% | #6 | $2.7M | 66,115 | $2.6M | 67,588 | -1,473-2.18% | Reduce |
| Elevated Capital Advisors, LLC |
| 0.69% | 1.17% | #5 | $2.5M | 61,396 | $4.7M | 121,130 | -59,734-49.31% | Reduce |
| AE Wealth Management LLC |
| 0.01% | 0.48% | #58 | $2.5M | 73,527 | $89.6M | 2.4M | -2.3M-96.90% | Reduce |
| Long Island Wealth Management, Inc. |
| 1.02% | 1.08% | #4 | $2.5M | 60,525 | $2.3M | 60,525 | 00.00% | Unchanged |
| USA FINANCIAL FORMULAS |
| 0.43% | — | #12 | $2.4M | 77,505 | $0 | 0 | +77,505 | New Buy |
| PFG Advisors |
| 0.11% | 0.1% | #29 | $2.1M | 51,697 | $2.0M | 52,914 | -1,217-2.30% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #74 | $1.9M | 45,558 | $1.8M | 46,378 | -820-1.77% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.03% | #46 | $1.7M | 42,972 | $2.0M | 52,853 | -9,881-18.70% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.02% | #60 | $1.3M | 44,028 | $1.8M | 63,853 | -19,825-31.05% | Reduce |
| Savant Capital, LLC |
| <0.01% | 0.01% | #75 | $1.3M | 43,259 | $1.2M | 43,259 | 00.00% | Unchanged |
| SECURED RETIREMENT ADVISORS, LLC |
| 0.59% | 0.6% | #10 | $1.2M | 28,320 | $1.1M | 27,443 | +877+3.20% | Add |
| Summit Financial, LLC |
| 0.01% | — | #59 | $1.1M | 25,940 | $0 | 0 | +25,940 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.01% | #52 | $1.1M | 30,162 | $903,968 | 27,569 | +2,593+9.41% | Add |
| BIP Wealth, LLC |
| 0.03% | 0.04% | #43 | $912,702 | 22,310 | $898,198 | 23,348 | -1,038-4.45% | Reduce |
| Midwest Financial Network, LLC |
| 0.61% | 0.77% | #9 | $887,968 | 21,705 | $964,383 | 25,068 | -3,363-13.42% | Reduce |
| Strategic Blueprint, LLC |
| 0.04% | 0.05% | #40 | $858,169 | 20,977 | $806,985 | 20,977 | 00.00% | Unchanged |
| Castle Rock Wealth Management, LLC |
| 0.16% | 0.17% | #20 | $809,029 | 19,771 | $764,347 | 19,771 | 00.00% | Unchanged |
| Arax Advisory Partners |
| 0.01% | 0.01% | #73 | $797,430 | 26,214 | $426,617 | 15,454 | +10,760+69.63% | Add |
| Cypress Wealth Services, LLC |
| 0.1% | 0.1% | #31 | $775,527 | 25,494 | $703,777 | 25,494 | 00.00% | Unchanged |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.01% | 0.01% | #64 | $734,571 | 17,912 | $716,838 | 17,912 | 00.00% | Unchanged |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.03% | 0.03% | #41 | $699,172 | 17,090 | $623,868 | 16,217 | +873+5.38% | Add |
| Regatta Research & Money Management |
| 0.63% | — | #7 | $664,874 | 21,856 | $0 | 0 | +21,856 | New Buy |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #57 | $656,113 | 18,138 | $564,087 | 16,499 | +1,639+9.93% | Add |
| BCGM Wealth Management, LLC |
| 0.13% | 0.16% | #26 | $637,789 | 17,616 | $628,812 | 18,955 | -1,339-7.06% | Reduce |
| Westshore Wealth, LLC |
| 0.18% | 0.2% | #17 | $593,522 | 14,508 | $558,123 | 14,508 | 00.00% | Unchanged |
| Focus Financial Network, Inc. |
| 0.02% | 0.02% | #50 | $591,640 | 14,462 | $554,584 | 14,416 | +46+0.32% | Add |
| Certified Advisory Corp |
| 0.05% | 0.05% | #39 | $572,850 | 14,003 | $548,301 | 14,253 | -250-1.75% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.01% | — | #62 | $549,176 | 13,424 | $0 | 0 | +13,424 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #88 | $537,795 | 17,679 | $1.1M | 29,466 | -11,787-40.00% | Reduce |
