| Focus Financial Network, Inc. |
| 0.03% | 0.04% | #5 | $1.1M | 87,113 | $1.2M | 97,371 | -10,258-10.53% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #20 | $801,646 | 66,197 | $721,131 | 60,548 | +5,649+9.33% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #10 | $614,930 | 50,779 | $605,030 | 49,633 | +1,146+2.31% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #12 | $584,404 | 48,258 | $542,869 | 44,534 | +3,724+8.36% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #15 | $444,759 | 36,727 | $411,127 | 33,727 | +3,000+8.89% | Add |
| Curi Capital, LLC |
| 0.01% | 0.01% | #6 | $437,742 | 35,960 | $440,744 | 35,960 | 00.00% | Unchanged |
| Redhawk Wealth Advisors, Inc. |
| 0.04% | 0.04% | #4 | $414,456 | 34,224 | $399,593 | 32,780 | +1,444+4.41% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #9 | $396,542 | 32,745 | $399,162 | 32,745 | 00.00% | Unchanged |
| ACCESS FINANCIAL SERVICES, INC. |
| 0.12% | 0.13% | #2 | $372,953 | 30,797 | $375,417 | 30,797 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #18 | $364,125 | 30,068 | $360,432 | 29,568 | +500+1.69% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #11 | $327,141 | 26,760 | $324,866 | 26,760 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #21 | $266,311 | 21,991 | $268,070 | 21,991 | 00.00% | Unchanged |
| Vermillion Wealth Management, Inc. |
| 0.05% | 0.09% | #3 | $226,679 | 18,718 | $225,716 | 18,517 | +201+1.09% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #19 | $220,739 | 18,228 | $165,635 | 13,588 | +4,640+34.15% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #23 | $188,341 | 15,553 | $189,585 | 15,553 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | <0.01% | #16 | $173,439 | 14,322 | $349,183 | 28,645 | -14,323-50.00% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #13 | $161,208 | 13,312 | $162,273 | 13,312 | 00.00% | Unchanged |
| Artesa Financial Group, LLC |
| 0.13% | 0.14% | #1 | $146,688 | 12,113 | $147,657 | 12,113 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | — | #22 | $121,403 | 10,025 | $0 | 0 | +10,025 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #17 | $66,845 | 5,519 | $59,668 | 4,894 | +625+12.77% | Add |
| First PREMIER Bank |
| <0.01% | <0.01% | #7 | $19,376 | 1,600 | $20,000 | 1,600 | 00.00% | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC |
| <0.01% | <0.01% | #8 | $14,532 | 1,200 | $14,628 | 1,200 | 00.00% | Unchanged |
| AdvisorNet Financial, Inc |
| <0.01% | <0.01% | #14 | $2,991 | 247 | $3,011 | 247 | 00.00% | Unchanged |
