| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #55 | $138.2M | 1.8M | $118.0M | 1.7M | +72,480+4.26% | Add |
| FMR LLC |
| 0.01% | 0.01% | #97 | $127.6M | 1.6M | $116.9M | 1.7M | -46,088-2.74% | Reduce |
| High Probability Advisors, LLC |
| 3.7% | 3.77% | #4 | $34.6M | 443,665 | $29.5M | 424,713 | +18,952+4.46% | Add |
| Dynamic Advisor Solutions LLC |
| 0.73% | 0.65% | #9 | $25.9M | 331,727 | $20.5M | 295,299 | +36,428+12.34% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #67 | $25.8M | 330,809 | $19.5M | 281,544 | +49,265+17.50% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #99 | $23.9M | 307,043 | $20.1M | 290,288 | +16,755+5.77% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #109 | $23.9M | 306,081 | $20.9M | 301,376 | +4,705+1.56% | Add |
| MAI Capital Management |
| 0.09% | 0.11% | #42 | $23.0M | 294,572 | $19.9M | 286,579 | +7,993+2.79% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.02% | #62 | $22.6M | 290,288 | $14.8M | 213,850 | +76,438+35.74% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.03% | #68 | $19.8M | 254,515 | $17.2M | 247,916 | +6,599+2.66% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #122 | $17.3M | 222,606 | $13.9M | 206,534 | +16,072+7.78% | Add |
| Merit Financial Group, LLC |
| 0.1% | 0.12% | #40 | $16.5M | 211,220 | $15.7M | 226,693 | -15,473-6.83% | Reduce |
| BEACON ADVISORS HOLDINGS, LLC |
| 6.99% | 7.19% | #2 | $14.3M | 183,209 | $13.4M | 193,688 | -10,479-5.41% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #123 | $14.0M | 179,343 | $12.0M | 173,294 | +6,049+3.49% | Add |
| Kestra Advisory Services, LLC |
| 0.04% | 0.04% | #52 | $11.3M | 145,218 | $10.2M | 147,059 | -1,841-1.25% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #104 | $10.6M | 136,513 | $7.5M | 110,783 | +25,730+23.23% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #129 | $10.2M | 131,305 | $8.8M | 127,307 | +3,998+3.14% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.28% | 0.28% | #21 | $10.1M | 129,437 | $8.8M | 126,784 | +2,653+2.09% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.11% | 0.1% | #35 | $10.0M | 128,094 | $8.1M | 117,112 | +10,982+9.38% | Add |
| Custos Family Office, LLC |
| 5.75% | — | #3 | $9.6M | 123,100 | $0 | 0 | +123,100 | New Buy |
| CONDOR CAPITAL MANAGEMENT |
| 0.7% | 0.68% | #10 | $9.3M | 118,961 | $8.1M | 116,713 | +2,248+1.93% | Add |
| Creative Planning |
| <0.01% | 0.01% | #101 | $8.3M | 106,907 | $7.4M | 106,631 | +276+0.26% | Add |
| SAX WEALTH ADVISORS, LLC |
| 0.31% | 0.4% | #20 | $7.7M | 110,577 | $8.2M | 113,798 | -3,221-2.83% | Reduce |
| Goodwin Investment Advisory |
| 14.09% | 6.58% | #1 | $7.0M | 89,747 | $5.5M | 79,585 | +10,162+12.77% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | 0.01% | #83 | $6.0M | 76,964 | $5.3M | 75,817 | +1,147+1.51% | Add |
| Cedar Point Capital Partners, LLC |
| 2.92% | 2.85% | #5 | $5.1M | 65,137 | $4.4M | 63,214 | +1,923+3.04% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #118 | $4.8M | 61,226 | $3.7M | 53,900 | +7,326+13.59% | Add |
| Certified Advisory Corp |
| 0.31% | 0.08% | #19 | $3.9M | 50,093 | $850,753 | 12,259 | +37,834+308.62% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #85 | $3.9M | 50,033 | $3.4M | 49,016 | +1,017+2.07% | Add |
| Empowered Funds, LLC |
| 0.02% | 0.02% | #71 | $3.7M | 47,384 | $3.3M | 47,801 | -417-0.87% | Reduce |
| Cambria Investment Management, L.P. |
| 0.18% | 0.19% | #27 | $3.7M | 47,384 | $3.3M | 47,801 | -417-0.87% | Reduce |
| PRIMORIS WEALTH ADVISORS, LLC |
| 1.66% | 2.22% | #6 | $3.6M | 46,798 | $3.2M | 45,623 | +1,175+2.58% | Add |
| ALTFEST L J & CO INC |
| 0.33% | 0.33% | #18 | $3.4M | 44,159 | $3.1M | 45,074 | -915-2.03% | Reduce |
| SteelPeak Wealth, LLC |
| 0.09% | — | #43 | $3.3M | 42,247 | $0 | 0 | +42,247 | New Buy |
| Bouvel Investment Partners, LLC |
| 0.69% | 0.83% | #11 | $3.1M | 39,349 | $2.9M | 41,147 | -1,798-4.37% | Reduce |
| Farther Finance Advisors, LLC |
| 0.02% | 0.03% | #65 | $3.1M | 39,278 | $2.7M | 38,895 | +383+0.98% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | 0.01% | #102 | $3.0M | 38,175 | $2.9M | 41,674 | -3,499-8.40% | Reduce |
| Prism Advisors, Inc. |
| 0.63% | 0.62% | #14 | $2.6M | 33,185 | $2.3M | 33,192 | -7-0.02% | Reduce |
| PFG Advisors |
| 0.11% | 0.13% | #33 | $2.3M | 29,263 | $2.7M | 39,379 | -10,116-25.69% | Reduce |
| Darwin Wealth Management, LLC |
| 0.58% | 0.56% | #16 | $2.1M | 27,146 | $1.8M | 25,858 | +1,288+4.98% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.03% | — | #53 | $2.1M | 27,147 | $0 | 0 | +27,147 | New Buy |
| Strategic Blueprint, LLC |
| 0.1% | 0.1% | #37 | $2.1M | 26,665 | $1.7M | 25,002 | +1,663+6.65% | Add |
| B. Riley Wealth Advisors, Inc. |
| 0.1% | 0.09% | #38 | $1.9M | 24,937 | $1.4M | 21,066 | +3,871+18.38% | Add |
| Forbes Financial Planning, Inc. |
| 1.03% | 0.99% | #8 | $1.9M | 24,627 | $1.7M | 24,746 | -119-0.48% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #106 | $1.9M | 24,599 | $1.4M | 19,481 | +5,118+26.27% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.01% | 0.01% | #87 | $1.8M | 22,894 | $1.5M | 22,287 | +607+2.72% | Add |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #77 | $1.7M | 22,080 | $1.5M | 21,952 | +128+0.58% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #91 | $1.6M | 20,341 | $1.2M | 17,883 | +2,458+13.74% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #143 | $1.6M | 20,241 | $729,741 | 10,515 | +9,726+92.50% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.03% | — | #64 | $1.5M | 19,203 | $0 | 0 | +19,203 | New Buy |
