| LPL Financial LLC |
| 0.01% | 0.01% | #33 | $26.0M | 529,381 | $24.2M | 499,237 | +30,144+6.04% | Add |
| Advisory Services Network, LLC |
| 0.11% | 0.12% | #13 | $9.7M | 196,935 | $8.7M | 179,219 | +17,716+9.89% | Add |
| Geneva Partners, LLC |
| 1.65% | 1.63% | #3 | $6.2M | 126,339 | $3.4M | 70,077 | +56,262+80.29% | Add |
| MOODY NATIONAL BANK TRUST DIVISION |
| 0.48% | 0.54% | #7 | $5.8M | 118,644 | $5.7M | 116,532 | +2,112+1.81% | Add |
| BG Investment Services, LLC |
| 4.04% | 3.89% | #1 | $5.6M | 114,531 | $4.7M | 96,455 | +18,076+18.74% | Add |
| Flavin Financial Services, Inc. |
| 3.18% | 3.63% | #2 | $5.6M | 113,813 | $5.4M | 111,008 | +2,805+2.53% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #48 | $4.5M | 92,635 | $4.8M | 97,878 | -5,243-5.36% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.05% | 0.11% | #20 | $3.4M | 69,794 | $3.4M | 69,994 | -200-0.29% | Reduce |
| OmniStar Financial Group, Inc. |
| 1.48% | 1.51% | #4 | $3.2M | 65,334 | $2.9M | 60,058 | +5,276+8.78% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #29 | $3.1M | 62,748 | $2.2M | 45,522 | +17,226+37.84% | Add |
| Mutual Advisors, LLC |
| 0.06% | 0.06% | #19 | $3.0M | 61,714 | $2.8M | 58,309 | +3,405+5.84% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #63 | $2.8M | 57,559 | $2.2M | 44,425 | +13,134+29.56% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #36 | $2.5M | 50,646 | $2.3M | 47,149 | +3,497+7.42% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #42 | $2.4M | 47,941 | $1.5M | 30,866 | +17,075+55.32% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #40 | $2.3M | 46,621 | $2.2M | 45,988 | +633+1.38% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #64 | $2.0M | 39,925 | $1.8M | 37,507 | +2,418+6.45% | Add |
| Great Lakes Retirement, Inc. |
| 0.15% | 0.16% | #12 | $1.7M | 33,895 | $1.6M | 31,874 | +2,021+6.34% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #45 | $1.5M | 30,540 | $1.3M | 26,465 | +4,075+15.40% | Add |
| PLANWISER FINANCIAL, LLC |
| 0.79% | — | #6 | $1.1M | 23,155 | $0 | 0 | +23,155 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #60 | $1.0M | 20,926 | $753,926 | 15,532 | +5,394+34.73% | Add |
| Sigma Planning Corp |
| 0.03% | 0.03% | #26 | $1.0M | 20,725 | $1.0M | 21,011 | -286-1.36% | Reduce |
| Townsend Financial Planning, LLC |
| 0.87% | 0.61% | #5 | $998,983 | 20,375 | $630,574 | 12,991 | +7,384+56.84% | Add |
| Storgate, LLC |
| 0.2% | 0.26% | #11 | $960,105 | 19,582 | $328,907 | 6,776 | +12,806+188.99% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #44 | $878,162 | 17,911 | $573,477 | 11,815 | +6,096+51.60% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #49 | $757,857 | 15,457 | $750,914 | 15,470 | -13-0.08% | Reduce |
| Breakwater Capital Group |
| 0.09% | 0.08% | #17 | $730,841 | 14,906 | $603,255 | 12,428 | +2,478+19.94% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #68 | $704,218 | 14,363 | $2.1M | 44,156 | -29,793-67.47% | Reduce |
| Stonebridge Financial Planning Group, LLC |
| 0.21% | 0.25% | #10 | $658,546 | 13,431 | $669,522 | 13,793 | -362-2.62% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #31 | $612,649 | 12,495 | $522,231 | 10,759 | +1,736+16.14% | Add |
| Merit Financial Group, LLC |
| <0.01% | 0.01% | #37 | $610,270 | 12,447 | $897,420 | 18,488 | -6,041-32.68% | Reduce |
| CIBC WORLD MARKET INC. |
| <0.01% | <0.01% | #51 | $588,360 | 12,000 | $570,102 | 11,745 | +255+2.17% | Add |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| 0.05% | 0.06% | #21 | $453,319 | 9,246 | $471,275 | 9,709 | -463-4.77% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #62 | $433,340 | 8,797 | $284,454 | 5,882 | +2,915+49.56% | Add |
| NWF Advisory Services Inc. |
| 0.04% | 0.05% | #22 | $405,870 | 8,278 | $401,815 | 8,278 | 00.00% | Unchanged |
| Wealth Care LLC |
| 0.27% | — | #8 | $327,993 | 6,690 | $0 | 0 | +6,690 | New Buy |
| Old Mission Investment Co LLC |
| 0.07% | — | #18 | $320,592 | 6,503 | $0 | 0 | +6,503 | New Buy |
| Freestate Advisors LLC |
| 0.22% | 0.23% | #9 | $298,638 | 6,091 | $291,889 | 6,013 | +78+1.30% | Add |
| Shared Vision Wealth Group LLC |
| 0.1% | 0.12% | #16 | $287,757 | 5,869 | $284,881 | 5,869 | 00.00% | Unchanged |
| FORONJY FINANCIAL LLC |
| 0.1% | 0.18% | #15 | $278,829 | 5,687 | $426,419 | 8,785 | -3,098-35.26% | Reduce |
| KINTRA WEALTH, LLC |
| 0.01% | 0.02% | #28 | $269,310 | 5,479 | $258,792 | 5,332 | +147+2.76% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #54 | $266,233 | 5,430 | $265,000 | 5,453 | -23-0.42% | Reduce |
| Symphony Financial, Ltd. Co. |
| 0.03% | — | #25 | $249,849 | 5,100 | $0 | 0 | +5,100 | New Buy |
| CITIZENS FINANCIAL GROUP INC/RI |
| <0.01% | — | #39 | $249,266 | 5,056 | $0 | 0 | +5,056 | New Buy |
| Prepared Retirement Institute LLC |
| 0.11% | 0.12% | #14 | $248,976 | 5,078 | $242,481 | 4,995 | +83+1.66% | Add |
| J.W. COLE ADVISORS, INC. |
| <0.01% | — | #35 | $243,059 | 4,957 | $0 | 0 | +4,957 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #72 | $236,167 | 4,817 | $85,684 | 1,765 | +3,052+172.92% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #70 | $232,000 | 4,738 | $222,000 | 4,558 | +180+3.95% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #50 | $227,465 | 4,639 | $273,699 | 5,639 | -1,000-17.73% | Reduce |
| Clearstead Trust, LLC |
| 0.03% | 0.04% | #23 | $226,225 | 4,614 | $223,964 | 4,614 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #61 | $143,852 | 2,934 | $0 | 0 | +2,934 | New Buy |
