| AMERIPRISE FINANCIAL INC |
| 0.06% | 0.04% | #38 | $289.5M | 7.6M | $157.8M | 4.7M | +2.9M+61.80% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #62 | $237.3M | 6.2M | $127.6M | 4.1M | +2.1M+51.33% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #68 | $115.0M | 3.0M | $83.0M | 2.5M | +548,023+22.19% | Add |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| 0.8% | 0.89% | #15 | $114.4M | 3.0M | $104.6M | 3.1M | -113,101-3.63% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #47 | $106.0M | 2.8M | $78.0M | 2.3M | +460,537+19.82% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #49 | $100.7M | 2.6M | $61.1M | 1.8M | +825,563+45.40% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #63 | $80.1M | 2.1M | $54.1M | 1.6M | +492,833+30.61% | Add |
| Mariner, LLC |
| 0.06% | 0.06% | #37 | $60.5M | 1.6M | $53.7M | 1.6M | -11,417-0.71% | Reduce |
| Go Invest LLC |
| 10.6% | — | #1 | $45.1M | 1.2M | $0 | 0 | +1.2M | New Buy |
| ROYAL BANK OF CANADA |
| 0.01% | <0.01% | #73 | $34.3M | 899,322 | $24.2M | 719,888 | +179,434+24.93% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.04% | #43 | $32.0M | 840,088 | $27.8M | 826,923 | +13,165+1.59% | Add |
| Mason & Associates Inc |
| 4.02% | 4.14% | #4 | $24.9M | 653,490 | $21.4M | 656,839 | -3,349-0.51% | Reduce |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
| 5.9% | 6.28% | #2 | $21.7M | 570,109 | $19.6M | 584,985 | -14,876-2.54% | Reduce |
| Landmark Wealth Management, LLC |
| 4.52% | 4.4% | #3 | $18.9M | 496,162 | $16.4M | 489,573 | +6,589+1.35% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #79 | $14.7M | 386,956 | $10.9M | 324,446 | +62,510+19.27% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #54 | $14.6M | 382,883 | $11.2M | 334,123 | +48,760+14.59% | Add |
| Ameritas Investment Partners, Inc. |
| 0.36% | 0.36% | #20 | $13.6M | 356,633 | $11.7M | 348,013 | +8,620+2.48% | Add |
| Sanctuary Advisors, LLC |
| 0.05% | 0.05% | #39 | $11.0M | 288,042 | $9.8M | 292,215 | -4,173-1.43% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #89 | $10.8M | 284,513 | $10.4M | 310,475 | -25,962-8.36% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.09% | 0.1% | #35 | $10.2M | 268,863 | $8.8M | 261,279 | +7,584+2.90% | Add |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.01% | #57 | $9.9M | 260,621 | $8.3M | 247,901 | +12,720+5.13% | Add |
| MARINO, STRAM & ASSOCIATES LLC |
| 1.49% | 1.51% | #10 | $9.3M | 245,335 | $8.4M | 250,304 | -4,969-1.99% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.29% | 0.3% | #21 | $9.3M | 243,008 | $8.1M | 242,052 | +956+0.39% | Add |
| WCG Wealth Advisors LLC |
| 0.21% | — | #25 | $9.0M | 235,629 | $0 | 0 | +235,629 | New Buy |
| TSFG, LLC |
| 1.06% | 0.19% | #13 | $8.5M | 221,907 | $1.2M | 37,005 | +184,902+499.67% | Add |
| Cerity Partners LLC |
| 0.01% | 0.01% | #64 | $8.4M | 220,842 | $7.8M | 233,733 | -12,891-5.52% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #69 | $7.5M | 197,851 | $4.8M | 142,949 | +54,902+38.41% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #61 | $6.8M | 177,722 | $4.6M | 137,291 | +40,431+29.45% | Add |
| Veridan Wealth LLC |
| 2.23% | 2.19% | #6 | $6.5M | 171,934 | $5.9M | 175,951 | -4,017-2.28% | Reduce |
| Prosperity Financial Group, Inc. |
| 1.77% | 1.74% | #8 | $5.7M | 150,274 | $4.7M | 140,068 | +10,206+7.29% | Add |
| Navigation Group, LLC |
| 0.98% | — | #14 | $5.0M | 131,729 | $0 | 0 | +131,729 | New Buy |
| Spartan Wealth Advisory Services LLC |
| 0.38% | — | #19 | $4.6M | 121,238 | $0 | 0 | +121,238 | New Buy |
| OPPENHEIMER & CO INC |
| 0.05% | 0.04% | #41 | $4.3M | 112,937 | $3.6M | 107,993 | +4,944+4.58% | Add |
| Equitable Holdings, Inc. |
| 0.02% | 0.02% | #52 | $3.5M | 90,844 | $3.0M | 91,193 | -349-0.38% | Reduce |
| Private Advisor Group, LLC |
| 0.02% | 0.02% | #56 | $3.3M | 87,533 | $3.4M | 100,351 | -12,818-12.77% | Reduce |
| Wiser Advisor Group LLC |
| 3.53% | 3.47% | #5 | $3.2M | 84,606 | $2.9M | 85,561 | -955-1.12% | Reduce |
| Waterloo Capital, L.P. |
| 0.17% | 0.17% | #28 | $3.1M | 81,247 | $2.5M | 73,550 | +7,697+10.46% | Add |
| NorthRock Partners, LLC |
| 0.04% | 0.04% | #42 | $3.0M | 80,022 | $2.3M | 68,582 | +11,440+16.68% | Add |
| Capital Investment Advisors, LLC |
| 0.04% | 0.03% | #44 | $2.8M | 74,563 | $1.9M | 56,672 | +17,891+31.57% | Add |
| NewEdge Advisors, LLC |
| 0.01% | <0.01% | #67 | $2.7M | 70,435 | $143,856 | 4,284 | +66,151+1,544.14% | Add |
| WESCAP Management Group, Inc. |
| 0.49% | 0.46% | #17 | $2.6M | 69,316 | $2.3M | 69,316 | 00.00% | Unchanged |
| Oder Investment Management, LLC |
| 1.48% | — | #11 | $2.3M | 60,194 | $0 | 0 | +60,194 | New Buy |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.1% | 0.12% | #33 | $2.2M | 58,634 | $2.0M | 58,634 | 00.00% | Unchanged |
| Redwood Financial Network Corp |
| 1.14% | 1.17% | #12 | $2.0M | 53,802 | $1.8M | 53,306 | +496+0.93% | Add |
| Peck Wealth Management, LLC |
| 1.69% | — | #9 | $2.0M | 52,607 | $0 | 0 | +52,607 | New Buy |
| Intentional Wealth Strategies, LLC |
| 1.79% | 1.63% | #7 | $1.9M | 50,135 | $1.7M | 52,079 | -1,944-3.73% | Reduce |
| Farther Finance Advisors, LLC |
| 0.01% | 0.02% | #59 | $1.8M | 47,404 | $1.8M | 52,662 | -5,258-9.98% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #65 | $1.8M | 47,098 | $1.5M | 44,972 | +2,126+4.73% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.02% | 0.04% | #53 | $1.6M | 43,017 | $3.6M | 108,284 | -65,267-60.27% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #81 | $1.5M | 40,501 | $6.7M | 198,008 | -157,507-79.55% | Reduce |
