| Berger Financial Group, Inc |
| 4.16% | 3.94% | #1 | $81.5M | 702,506 | $70.4M | 723,205 | -20,699-2.86% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #12 | $7.7M | 68,296 | $5.3M | 56,149 | +12,147+21.63% | Add |
| Prosperity Financial Group, Inc. |
| 1.87% | 1.84% | #2 | $6.0M | 51,980 | $5.0M | 51,257 | +723+1.41% | Add |
| Advisory Resource Group |
| 0.68% | 0.7% | #4 | $4.5M | 38,915 | $4.1M | 41,828 | -2,913-6.96% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #11 | $4.3M | 36,641 | $1.9M | 19,953 | +16,688+83.64% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.05% | — | #7 | $2.7M | 23,263 | $0 | 0 | +23,263 | New Buy |
| 1015 Capital Partners, LLC |
| 0.79% | 0.74% | #3 | $944,771 | 8,143 | $760,830 | 7,813 | +330+4.22% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #19 | $890,589 | 7,676 | $419,221 | 4,305 | +3,371+78.30% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #15 | $640,444 | 5,520 | $466,937 | 4,795 | +725+15.12% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #18 | $634,295 | 5,467 | $352,905 | 3,624 | +1,843+50.86% | Add |
| PFG Advisors |
| 0.03% | 0.02% | #9 | $498,317 | 4,295 | $418,247 | 4,295 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #16 | $387,280 | 3,338 | $329,440 | 3,383 | -45-1.33% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #14 | $369,532 | 3,185 | $282,499 | 2,901 | +284+9.79% | Add |
| Navis Wealth Advisors, LLC |
| 0.14% | 0.16% | #5 | $368,836 | 3,179 | $309,571 | 3,179 | 00.00% | Unchanged |
| Clear Creek Financial Management, LLC |
| 0.02% | 0.02% | #10 | $344,007 | 2,965 | $222,221 | 2,282 | +683+29.93% | Add |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | <0.01% | #13 | $259,426 | 2,236 | $220,371 | 2,263 | -27-1.19% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | — | #17 | $224,039 | 1,931 | $0 | 0 | +1,931 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #21 | $197,237 | 1,700 | $19,184 | 197 | +1,503+762.94% | Add |
| Truvestments Capital LLC |
| 0.03% | — | #8 | $190,161 | 1,639 | $0 | 0 | +1,639 | New Buy |
| PROSPERITY BANCSHARES INC |
| 0.05% | 0.05% | #6 | $83,536 | 720 | $62,031 | 637 | +83+13.03% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #20 | $24,712 | 213 | $22,689 | 233 | -20-8.58% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | — | #24 | $16,591 | 143 | $0 | 0 | +143 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #25 | $15,199 | 131 | $14,452 | 131 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | <0.01% | #22 | $13,459 | 116 | $11,296 | 116 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #23 | $1,044 | 9 | $1,558 | 16 | -7-43.75% | Reduce |
