| Dynasty Wealth Management, LLC |
| 0.94% | 1.3% | #8 | $126.5M | 1.7M | $149.1M | 2.1M | -388,343-18.24% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | 0.01% | #172 | $72.8M | 989,730 | $79.3M | 1.1M | -143,709-12.68% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.02% | #121 | $59.5M | 819,267 | $60.2M | 859,426 | -40,159-4.67% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.87% | 1.15% | #11 | $56.6M | 779,206 | $63.1M | 900,649 | -121,443-13.48% | Reduce |
| OpenArc Corporate Advisory, LLC |
| 0.65% | 0.99% | #15 | $55.0M | 757,167 | $69.3M | 989,925 | -232,758-23.51% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #193 | $49.8M | 684,765 | $42.1M | 615,089 | +69,676+11.33% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #194 | $40.7M | 559,882 | $40.5M | 578,075 | -18,193-3.15% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #108 | $34.4M | 472,865 | $32.7M | 466,767 | +6,098+1.31% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #182 | $26.5M | 365,210 | $26.3M | 376,047 | -10,837-2.88% | Reduce |
| PGIM Custom Harvest LLC |
| 0.28% | 0.35% | #26 | $22.4M | 308,545 | $22.3M | 319,027 | -10,482-3.29% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #186 | $19.7M | 270,687 | $21.9M | 312,442 | -41,755-13.36% | Reduce |
| BNP PARIBAS FINANCIAL MARKETS |
| 0.01% | 0.01% | #138 | $18.3M | 251,360 | $28.1M | 401,015 | -149,655-37.32% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #188 | $17.6M | 242,439 | $17.8M | 254,512 | -12,073-4.74% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | 0.01% | #166 | $15.8M | 217,097 | $17.9M | 256,275 | -39,178-15.29% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #217 | $15.7M | 216,398 | $18.0M | 256,761 | -40,363-15.72% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.08% | 0.2% | #63 | $15.6M | 214,283 | $38.9M | 555,676 | -341,393-61.44% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.02% | #118 | $15.4M | 211,879 | $15.0M | 214,107 | -2,228-1.04% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #110 | $15.0M | 205,812 | $12.7M | 181,492 | +24,320+13.40% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | 0.01% | #189 | $13.6M | 186,826 | $41.0M | 585,015 | -398,189-68.06% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #95 | $12.7M | 174,796 | $12.3M | 175,227 | -431-0.25% | Reduce |
| CIBC WORLD MARKET INC. |
| 0.02% | 0.02% | #113 | $10.3M | 141,612 | $9.2M | 131,950 | +9,662+7.32% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #124 | $9.9M | 136,573 | $9.9M | 141,381 | -4,808-3.40% | Reduce |
| MGO ONE SEVEN LLC |
| 0.14% | 0.15% | #42 | $8.6M | 118,324 | $7.3M | 103,893 | +14,431+13.89% | Add |
| Key Client Fiduciary Advisors, LLC |
| 2.45% | 3.01% | #2 | $8.5M | 117,020 | $8.9M | 126,520 | -9,500-7.51% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | <0.01% | #147 | $8.3M | 113,672 | $1.2M | 17,683 | +95,989+542.83% | Add |
| Zurich Insurance Group Ltd/FI |
| 0.05% | 0.04% | #79 | $7.5M | 102,650 | $4.8M | 68,450 | +34,200+49.96% | Add |
| WealthSpring Partners, LLC |
| 6.27% | 6.34% | #1 | $7.3M | 100,371 | $6.9M | 98,657 | +1,714+1.74% | Add |
| UNIQUE WEALTH, LLC |
| 0.8% | 0.9% | #12 | $6.9M | 94,306 | $6.5M | 92,857 | +1,449+1.56% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #219 | $5.8M | 79,192 | $3.8M | 54,251 | +24,941+45.97% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.06% | 0.03% | #75 | $4.8M | 66,583 | $2.2M | 31,536 | +35,047+111.13% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #204 | $4.8M | 65,416 | $4.3M | 61,263 | +4,153+6.78% | Add |
| Aspen Wealth Strategies, LLC |
| 1.76% | 1.85% | #3 | $3.6M | 50,014 | $3.5M | 49,438 | +576+1.17% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #148 | $3.3M | 45,524 | $3.0M | 42,208 | +3,316+7.86% | Add |
| Centerline Wealth Advisors, LLC |
| 1.03% | 1.61% | #7 | $3.3M | 45,380 | $4.5M | 63,962 | -18,582-29.05% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #139 | $2.9M | 40,168 | $3.3M | 46,550 | -6,382-13.71% | Reduce |
| First Citizens Financial Corp |
| 1.16% | 1.27% | #6 | $2.8M | 38,154 | $2.7M | 38,412 | -258-0.67% | Reduce |
| Conservest Capital Advisors, Inc. |
| 0.21% | 0.24% | #33 | $2.7M | 36,530 | $2.6M | 37,249 | -719-1.93% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #125 | $2.6M | 35,943 | $2.1M | 30,280 | +5,663+18.70% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #173 | $2.5M | 34,897 | $2.5M | 35,799 | -902-2.52% | Reduce |
| MONEY CONCEPTS CAPITAL CORP |
| 0.12% | 0.14% | #49 | $2.5M | 34,829 | $2.5M | 35,212 | -383-1.09% | Reduce |
| Storen Legacy Partners, LLC |
| 0.67% | 0.96% | #14 | $2.5M | 33,833 | $3.1M | 43,600 | -9,767-22.40% | Reduce |
| XTX Topco Ltd |
| 0.03% | 0.03% | #92 | $2.4M | 33,193 | $1.9M | 26,607 | +6,586+24.75% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.21% | 0.12% | #32 | $2.2M | 30,180 | $1.1M | 15,898 | +14,282+89.84% | Add |
| Consolidated Investment Group LLC |
| 0.18% | 0.21% | #37 | $2.0M | 27,900 | $2.0M | 27,900 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #268 | $2.0M | 27,163 | $2.8M | 39,392 | -12,229-31.04% | Reduce |
| WealthCare Investment Partners, LLC |
| 0.46% | 0.6% | #22 | $1.9M | 26,361 | $2.2M | 30,803 | -4,442-14.42% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #203 | $1.9M | 26,277 | $1.3M | 19,005 | +7,272+38.26% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #264 | $1.9M | 25,805 | $1.4M | 20,613 | +5,192+25.19% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #156 | $1.8M | 25,339 | $2.1M | 29,321 | -3,982-13.58% | Reduce |
| Matthew Goff Investment Advisor, LLC |
| 0.31% | 0.3% | #24 | $1.8M | 25,060 | $1.8M | 26,012 | -952-3.66% | Reduce |
