| LPL Financial LLC |
| 0.08% | 0.07% | #200 | $337.6M | 6.1M | $254.5M | 5.1M | +990,185+19.47% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.01% | #312 | $252.9M | 4.6M | $148.0M | 3.0M | +1.6M+53.90% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #296 | $132.3M | 2.4M | $85.8M | 1.7M | +665,467+38.79% | Add |
| Requisite Capital Management, LLC |
| 21.03% | 21.61% | #1 | $127.5M | 2.3M | $116.0M | 2.3M | -22,500-0.97% | Reduce |
| HighTower Advisors, LLC |
| 0.12% | 0.11% | #168 | $122.1M | 2.2M | $104.5M | 2.1M | +109,672+5.25% | Add |
| MISSION WEALTH MANAGEMENT, LP |
| 1.48% | 0.62% | #36 | $121.4M | 2.2M | $30.0M | 600,462 | +1.6M+263.95% | Add |
| Cornerstone Advisory, LLC |
| 7.91% | 7.58% | #7 | $95.3M | 1.7M | $80.0M | 1.6M | +116,042+7.26% | Add |
| CAPITAL ADVISORS INC/OK |
| 1.3% | — | #42 | $88.1M | 1.6M | $0 | 0 | +1.6M | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #290 | $87.8M | 1.6M | $60.3M | 1.2M | +375,204+31.14% | Add |
| SK Wealth Management, LLC |
| 13.04% | 12.69% | #3 | $57.9M | 1.0M | $45.8M | 909,777 | +116,882+12.85% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.05% | #207 | $54.1M | 974,103 | $38.2M | 763,843 | +210,260+27.53% | Add |
| Eaton Financial Holdings Company, LLC |
| 14% | 14.54% | #2 | $51.0M | 916,992 | $44.4M | 887,498 | +29,494+3.32% | Add |
| Modern Wealth Management, LLC |
| 0.54% | 0.5% | #78 | $44.9M | 808,515 | $29.1M | 582,931 | +225,584+38.70% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #383 | $44.1M | 743,204 | $2.3M | 46,268 | +696,936+1,506.30% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | — | #344 | $42.5M | 765,288 | $0 | 0 | +765,288 | New Buy |
| UBS Group AG |
| 0.01% | <0.01% | #368 | $41.3M | 743,831 | $20.7M | 414,030 | +329,801+79.66% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #341 | $39.0M | 701,978 | $38.1M | 761,731 | -59,753-7.84% | Reduce |
| Cerity Partners LLC |
| 0.04% | 0.04% | #238 | $35.2M | 633,359 | $28.8M | 575,284 | +58,075+10.10% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.01% | #311 | $30.5M | 549,728 | $21.3M | 424,787 | +124,941+29.41% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #373 | $30.4M | 547,354 | $18.8M | 376,609 | +170,745+45.34% | Add |
| KINTRA WEALTH, LLC |
| 1.45% | 1.53% | #38 | $27.8M | 490,051 | $21.6M | 431,589 | +58,462+13.55% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #293 | $24.2M | 434,673 | $14.8M | 294,924 | +139,749+47.38% | Add |
| Equitable Holdings, Inc. |
| 0.14% | 0.12% | #152 | $23.7M | 426,110 | $18.1M | 343,317 | +82,793+24.12% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #278 | $22.2M | 400,098 | $16.9M | 336,869 | +63,229+18.77% | Add |
| Graney & King, LLC |
| 7.92% | 10.04% | #6 | $22.0M | 396,389 | $18.6M | 372,385 | +24,004+6.45% | Add |
| WNY Asset Management, LLC |
| 1.94% | 1.98% | #30 | $21.7M | 390,965 | $19.2M | 383,634 | +7,331+1.91% | Add |
| CHILDRESS CAPITAL ADVISORS, LLC |
| 3.26% | 2.48% | #15 | $19.9M | 358,168 | $13.7M | 274,717 | +83,451+30.38% | Add |
| Capital Analysts, LLC |
| 0.39% | <0.01% | #93 | $16.9M | 304,548 | $131,000 | 2,476 | +302,072+12,200.00% | Add |
| Hilton Capital Management, LLC |
| 1.08% | 1.07% | #49 | $15.8M | 284,593 | $14.1M | 282,772 | +1,821+0.64% | Add |
| Ellis Investment Partners, LLC |
| 2.22% | 2.2% | #24 | $14.6M | 263,470 | $12.7M | 253,451 | +10,019+3.95% | Add |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.02% | #295 | $14.1M | 254,257 | $10.9M | 217,515 | +36,742+16.89% | Add |
| Bensler, LLC |
| 1.24% | 1.18% | #43 | $14.1M | 237,081 | $11.4M | 230,472 | +6,609+2.87% | Add |
| Kestra Advisory Services, LLC |
| 0.04% | 0.04% | #233 | $13.7M | 247,265 | $11.1M | 222,131 | +25,134+11.31% | Add |
| MGO ONE SEVEN LLC |
| 0.21% | 0.02% | #129 | $12.6M | 226,712 | $1.2M | 23,026 | +203,686+884.59% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #408 | $12.5M | 225,034 | $4.7M | 93,383 | +131,651+140.98% | Add |
| Mason & Associates Inc |
| 2.01% | 2.16% | #27 | $12.5M | 224,343 | $11.2M | 229,362 | -5,019-2.19% | Reduce |
| JMAC ENTERPRISES LLC |
| 2.06% | 2% | #26 | $12.3M | 220,480 | $10.4M | 208,811 | +11,669+5.59% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #320 | $12.0M | 216,301 | $9.5M | 189,603 | +26,698+14.08% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #299 | $11.9M | 214,103 | $8.3M | 165,434 | +48,669+29.42% | Add |
| Wick Capital Partners, LLC |
| 1.77% | 1.87% | #32 | $11.9M | 214,500 | $10.3M | 204,977 | +9,523+4.65% | Add |
| Investors Portfolio Services LLC |
| 8.07% | 8.77% | #5 | $10.6M | 190,194 | $9.5M | 189,100 | +1,094+0.58% | Add |
| Markowski Investments |
| 2.3% | — | #23 | $10.4M | 187,992 | $0 | 0 | +187,992 | New Buy |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.19% | 0.01% | #136 | $10.1M | 182,478 | $315,752 | 6,310 | +176,168+2,791.89% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.1% | <0.01% | #185 | $10.1M | 182,298 | $315,752 | 6,310 | +175,988+2,789.03% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #351 | $9.5M | 171,766 | $6.7M | 134,229 | +37,537+27.96% | Add |
| XML Financial, LLC |
| 0.69% | 0.7% | #67 | $9.4M | 159,217 | $8.7M | 175,490 | -16,273-9.27% | Reduce |
| Navis Wealth Advisors, LLC |
| 3.4% | 1.2% | #12 | $9.0M | 161,253 | $2.4M | 47,110 | +114,143+242.29% | Add |
| MAI Capital Management |
| 0.03% | <0.01% | #260 | $8.4M | 150,834 | $18,427 | 372 | +150,462+40,446.77% | Add |
| Richmond Investment Services, LLC |
| 2.61% | 2.22% | #18 | $8.3M | 148,647 | $13.7M | 274,642 | -125,995-45.88% | Reduce |
| Private Advisor Group, LLC |
| 0.04% | 0.02% | #250 | $8.1M | 146,200 | $4.3M | 85,898 | +60,302+70.20% | Add |
