| LPL Financial LLC |
| 0.01% | <0.01% | #37 | $25.3M | 1.5M | $17.2M | 1.1M | +467,675+44.08% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #57 | $21.9M | 1.3M | $13.6M | 845,740 | +479,127+56.65% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #50 | $10.7M | 646,449 | $10.6M | 653,911 | -7,462-1.14% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #70 | $9.5M | 576,403 | $9.1M | 564,283 | +12,120+2.15% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.12% | 0.12% | #14 | $9.0M | 543,420 | $7.9M | 486,663 | +56,757+11.66% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #58 | $7.0M | 424,849 | $6.8M | 419,475 | +5,374+1.28% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #54 | $6.3M | 381,966 | $6.0M | 369,418 | +12,548+3.40% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #65 | $5.0M | 301,453 | $4.7M | 287,865 | +13,588+4.72% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #42 | $4.5M | 272,651 | $4.5M | 278,673 | -6,022-2.16% | Reduce |
| Rockport Wealth LLC |
| 0.75% | 0.76% | #1 | $4.5M | 271,939 | $4.2M | 257,149 | +14,790+5.75% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #39 | $4.1M | 246,823 | $4.1M | 252,727 | -5,904-2.34% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #40 | $3.3M | 199,775 | $3.1M | 192,858 | +6,917+3.59% | Add |
| Total Clarity Wealth Management, Inc. |
| 0.56% | 0.45% | #3 | $2.9M | 173,956 | $1.9M | 117,910 | +56,046+47.53% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #46 | $2.8M | 166,781 | $2.6M | 159,575 | +7,206+4.52% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #35 | $2.7M | 163,426 | $2.6M | 163,306 | +120+0.07% | Add |
| Capital Investment Advisory Services, LLC |
| 0.13% | 0.17% | #13 | $2.2M | 130,920 | $2.3M | 141,120 | -10,200-7.23% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #72 | $2.1M | 124,986 | $1.6M | 96,852 | +28,134+29.05% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #64 | $2.0M | 122,308 | $1.3M | 82,257 | +40,051+48.69% | Add |
| Harvest Investment Services, LLC |
| 0.3% | 0.34% | #6 | $1.9M | 117,347 | $1.9M | 115,291 | +2,056+1.78% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #34 | $1.9M | 117,215 | $2.1M | 132,134 | -14,919-11.29% | Reduce |
| WEDBUSH SECURITIES INC |
| 0.04% | 0.05% | #19 | $1.6M | 95,709 | $1.6M | 98,402 | -2,693-2.74% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.03% | 0.01% | #22 | $1.6M | 95,576 | $223,845 | 13,843 | +81,733+590.43% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #36 | $1.4M | 85,549 | $1.3M | 82,696 | +2,853+3.45% | Add |
| Elevated Capital Advisors, LLC |
| 0.32% | 0.28% | #5 | $1.2M | 70,994 | $1.1M | 69,906 | +1,088+1.56% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #81 | $1.1M | 65,358 | $1.1M | 70,255 | -4,897-6.97% | Reduce |
| COTTONWOOD CAPITAL ADVISORS, LLC |
| 0.62% | 0.71% | #2 | $1.0M | 62,493 | $1.0M | 62,196 | +297+0.48% | Add |
| Wellington Shields & Co., LLC |
| 0.23% | 0.14% | #8 | $1.0M | 62,080 | $559,967 | 34,630 | +27,450+79.27% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #62 | $1.0M | 61,655 | $1.1M | 67,498 | -5,843-8.66% | Reduce |
| TCFG Investment Advisors, LLC |
| 0.32% | 0.35% | #4 | $958,622 | 58,010 | $938,416 | 58,034 | -24-0.04% | Reduce |
| Fortis Group Advisors, LLC |
| 0.14% | 0.15% | #12 | $907,335 | 54,907 | $880,550 | 52,728 | +2,179+4.13% | Add |
| PSI Advisors, LLC |
| 0.2% | 0.17% | #10 | $839,919 | 50,827 | $709,868 | 43,900 | +6,927+15.78% | Add |
| Cornerstone Wealth Management, LLC |
| 0.04% | 0.04% | #20 | $834,796 | 50,517 | $893,122 | 55,234 | -4,717-8.54% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #56 | $774,395 | 46,862 | $780,000 | 48,256 | -1,394-2.89% | Reduce |
| Endowment Wealth Management, Inc. |
| 0.3% | 0.37% | #7 | $765,233 | 46,308 | $832,283 | 51,471 | -5,163-10.03% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #83 | $759,539 | 45,963 | $751,274 | 46,461 | -498-1.07% | Reduce |
| TrueWealth Advisors, LLC |
| 0.17% | 0.18% | #11 | $741,385 | 44,864 | $728,280 | 45,039 | -175-0.39% | Reduce |
| Proactive Wealth Strategies LLC |
| 0.11% | 0.13% | #15 | $714,858 | 43,260 | $699,502 | 43,260 | 00.00% | Unchanged |
| Sigma Planning Corp |
| 0.02% | 0.02% | #24 | $712,694 | 43,128 | $705,182 | 43,611 | -483-1.11% | Reduce |
| Freedom Financial Partners LLC |
| 0.2% | 0.22% | #9 | $624,141 | 37,770 | $606,476 | 37,499 | +271+0.72% | Add |
| Intrua Financial, LLC |
| 0.05% | 0.06% | #18 | $587,117 | 35,529 | $566,561 | 35,038 | +491+1.40% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #71 | $567,711 | 34,355 | $559,587 | 34,606 | -251-0.73% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #60 | $565,661 | 33,950 | $387,229 | 23,844 | +10,106+42.38% | Add |
| Larson Financial Group LLC |
| 0.01% | 0.02% | #28 | $555,554 | 33,619 | $543,619 | 33,619 | 00.00% | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.02% | 0.03% | #25 | $553,681 | 33,451 | $447,725 | 27,691 | +5,760+20.80% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.01% | — | #29 | $408,035 | 24,692 | $0 | 0 | +24,692 | New Buy |
| Stratos Wealth Partners, LTD. |
| <0.01% | <0.01% | #47 | $319,885 | 19,357 | $322,933 | 19,971 | -614-3.07% | Reduce |
| RPg Family Wealth Advisory, LLC |
| 0.06% | 0.07% | #17 | $309,017 | 18,700 | $350,081 | 21,650 | -2,950-13.63% | Reduce |
| Keystone Financial Group |
| 0.02% | 0.02% | #27 | $272,663 | 16,499 | $265,801 | 16,438 | +61+0.37% | Add |
| HighPoint Advisor Group LLC |
| 0.01% | 0.01% | #31 | $263,348 | 15,936 | $328,010 | 20,866 | -4,930-23.63% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #78 | $252,740 | 15,294 | $243,243 | 15,043 | +251+1.67% | Add |
