| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 2.21% | 2.01% | #23 | $295.5M | 3.0M | $236.8M | 3.0M | 00.00% | Unchanged |
| LPL Financial LLC |
| 0.06% | 0.05% | #168 | $282.3M | 2.9M | $205.1M | 2.6M | +268,592+10.32% | Add |
| RMG Wealth Management LLC |
| 13.84% | — | #2 | $133.9M | 1.3M | $0 | 0 | +1.3M | New Buy |
| MORGAN STANLEY |
| 0.01% | 0.01% | #301 | $129.4M | 1.3M | $86.4M | 1.0M | +271,931+26.03% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #211 | $111.8M | 1.1M | $80.6M | 1.0M | +114,770+11.22% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #235 | $100.4M | 1.0M | $74.5M | 931,000 | +90,825+9.76% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.05% | 0.04% | #180 | $97.6M | 993,164 | $65.2M | 827,372 | +165,792+20.04% | Add |
| Cetera Investment Advisers |
| 0.09% | 0.08% | #147 | $95.4M | 970,838 | $74.3M | 943,563 | +27,275+2.89% | Add |
| Allegheny Financial Group |
| 6.49% | 2.34% | #5 | $61.2M | 622,184 | $17.4M | 220,414 | +401,770+182.28% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #323 | $56.8M | 577,867 | $44.7M | 567,589 | +10,278+1.81% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.06% | #170 | $53.4M | 542,966 | $38.2M | 484,222 | +58,744+12.13% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.06% | #161 | $52.1M | 529,891 | $45.2M | 573,954 | -44,063-7.68% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #314 | $43.3M | 440,630 | $35.3M | 448,504 | -7,874-1.76% | Reduce |
| Mariner, LLC |
| 0.04% | 0.04% | #191 | $42.9M | 436,059 | $37.6M | 477,177 | -41,118-8.62% | Reduce |
| VICTORY FINANCIAL GROUP, LLC |
| 4.45% | 4.18% | #13 | $42.4M | 430,919 | $34.0M | 431,977 | -1,058-0.24% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #302 | $41.5M | 422,531 | $32.6M | 413,728 | +8,803+2.13% | Add |
| Cornerstone Planning Group LLC |
| 4.7% | 4.57% | #12 | $37.3M | 390,783 | $34.3M | 382,492 | +8,291+2.17% | Add |
| Avior Wealth Management, LLC |
| 1.03% | 1% | #47 | $35.1M | 446,106 | $35.1M | 446,106 | 00.00% | Unchanged |
| Arax Advisory Partners |
| 0.2% | 0.64% | #108 | $30.1M | 305,921 | $22.8M | 289,294 | +16,627+5.75% | Add |
| Orgel Wealth Management, LLC |
| 0.53% | 0.49% | #64 | $27.9M | 284,164 | $23.0M | 291,617 | -7,453-2.56% | Reduce |
| Cosner Financial Group, LLC |
| 14.02% | 11.83% | #1 | $27.3M | 277,581 | $21.5M | 273,465 | +4,116+1.51% | Add |
| ECLECTIC ASSOCIATES INC /ADV |
| 2.95% | 2.6% | #17 | $25.9M | 263,644 | $19.6M | 248,475 | +15,169+6.10% | Add |
| CAPITAL WEALTH MANAGEMENT, LLC |
| 5.76% | 4.84% | #6 | $23.9M | 243,505 | $17.9M | 226,883 | +16,622+7.33% | Add |
| Rodgers & Associates, LTD |
| 2.11% | 1.96% | #25 | $23.3M | 236,684 | $19.2M | 244,308 | -7,624-3.12% | Reduce |
| IAG Wealth Partners, LLC |
| 2.19% | 2.02% | #24 | $22.1M | 225,135 | $18.1M | 229,955 | -4,820-2.10% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #333 | $20.9M | 212,859 | $21.2M | 269,419 | -56,560-20.99% | Reduce |
| BEAM WEALTH ADVISORS, INC. |
| 5.21% | 5.11% | #8 | $20.5M | 260,379 | $20.5M | 260,379 | 00.00% | Unchanged |
| Matrix Trust Co |
| 2.93% | 2.67% | #18 | $20.2M | 205,307 | $16.1M | 203,880 | +1,427+0.70% | Add |
| Steele Capital Management, Inc. |
| 0.74% | 0.67% | #52 | $20.2M | 205,307 | $16.1M | 203,880 | +1,427+0.70% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.36% | 0.26% | #83 | $19.3M | 196,090 | $11.0M | 139,661 | +56,429+40.40% | Add |
| Rockport Wealth LLC |
| 3.21% | 3.02% | #16 | $19.1M | 194,329 | $16.6M | 210,407 | -16,078-7.64% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.03% | <0.01% | #212 | $18.9M | 192,454 | $331,000 | 4,232 | +188,222+4,447.59% | Add |
| Bedel Financial Consulting, Inc. |
| 1.55% | 1.46% | #37 | $16.5M | 167,366 | $13.0M | 165,140 | +2,226+1.35% | Add |
| Eagle Strategies LLC |
| 1.56% | 1.52% | #35 | $15.7M | 159,643 | $12.7M | 161,271 | -1,628-1.01% | Reduce |
| PTM WEALTH MANAGEMENT, LLC |
| 7% | 6.71% | #3 | $15.5M | 163,480 | $12.7M | 157,049 | +6,431+4.09% | Add |
| GRANVILLE CAPITAL, INC. |
| 6.61% | 6% | #4 | $14.8M | 150,569 | $11.5M | 145,691 | +4,878+3.35% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.68% | 0.56% | #56 | $14.3M | 145,713 | $10.9M | 138,725 | +6,988+5.04% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.13% | 0.12% | #126 | $14.2M | 144,173 | $10.8M | 137,244 | +6,929+5.05% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #327 | $14.2M | 144,107 | $12.8M | 161,979 | -17,872-11.03% | Reduce |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.67% | 0.73% | #57 | $14.1M | 142,953 | $12.0M | 152,746 | -9,793-6.41% | Reduce |
| Integrated Investment Consultants, LLC |
| 2.46% | 2.22% | #21 | $12.9M | 136,468 | $10.5M | 133,072 | +3,396+2.55% | Add |
| Sigma Planning Corp |
| 0.32% | 0.28% | #88 | $12.9M | 130,983 | $10.2M | 129,887 | +1,096+0.84% | Add |
| WELLINGTON MANAGEMENT GROUP LLP |
| <0.01% | — | #347 | $12.1M | 122,950 | $0 | 0 | +122,950 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #224 | $11.3M | 114,776 | $10.6M | 134,237 | -19,461-14.50% | Reduce |
| Scott Capital Advisors, LLC |
| 1.75% | 1.93% | #34 | $11.1M | 113,384 | $9.5M | 114,967 | -1,583-1.38% | Reduce |
| Wood Tarver Financial Group, LLC |
| 2.63% | 2.33% | #20 | $11.1M | 113,377 | $8.4M | 107,243 | +6,134+5.72% | Add |
| Tandem Financial, LLC |
| 3.33% | 2.69% | #15 | $11.1M | 112,506 | $8.5M | 107,479 | +5,027+4.68% | Add |
| Certified Advisory Corp |
| 0.88% | 0.69% | #49 | $10.9M | 111,060 | $7.7M | 97,866 | +13,194+13.48% | Add |
| OxenFree Capital LLC |
| 4.95% | 4.57% | #11 | $10.8M | 111,446 | $9.4M | 110,463 | +983+0.89% | Add |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #209 | $10.7M | 109,197 | $7.3M | 92,615 | +16,582+17.90% | Add |
