| MORGAN STANLEY |
| 0.01% | <0.01% | #108 | $109.2M | 1.4M | $7.0M | 99,539 | +1.3M+1,340.39% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #65 | $100.3M | 1.3M | $84.8M | 1.3M | +31,714+2.47% | Add |
| Amplius Wealth Advisors, LLC |
| 5.23% | 5.33% | #1 | $71.3M | 936,549 | $63.9M | 969,164 | -32,615-3.37% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #70 | $67.6M | 887,774 | $58.2M | 881,877 | +5,897+0.67% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #95 | $51.1M | 670,717 | $44.1M | 668,560 | +2,157+0.32% | Add |
| Private Advisor Group, LLC |
| 0.13% | 0.12% | #24 | $28.8M | 378,325 | $24.6M | 372,162 | +6,163+1.66% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.06% | 0.06% | #42 | $26.2M | 344,571 | $23.2M | 351,045 | -6,474-1.84% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #69 | $16.3M | 213,504 | $11.6M | 175,402 | +38,102+21.72% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #85 | $13.1M | 172,512 | $9.5M | 144,179 | +28,333+19.65% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #135 | $12.5M | 163,846 | $11.4M | 173,390 | -9,544-5.50% | Reduce |
| Goodman Advisory Group, LLC |
| 2.29% | 2.15% | #5 | $10.0M | 130,669 | $8.3M | 125,586 | +5,083+4.05% | Add |
| Wealthspire Advisors, LLC |
| 0.05% | — | #49 | $9.8M | 128,580 | $0 | 0 | +128,580 | New Buy |
| &PARTNERS |
| 0.03% | 0.03% | #58 | $7.7M | 101,169 | $5.9M | 89,836 | +11,333+12.62% | Add |
| Walker Asset Management, LLC |
| 3.1% | 2.84% | #2 | $6.1M | 80,745 | $5.3M | 79,642 | +1,103+1.38% | Add |
| IHT Wealth Management, LLC |
| 0.13% | 0.12% | #25 | $6.1M | 79,942 | $5.0M | 76,282 | +3,660+4.80% | Add |
| Visionary Wealth Advisors |
| 0.23% | 0.21% | #18 | $5.7M | 75,129 | $4.7M | 70,702 | +4,427+6.26% | Add |
| Larson Financial Group LLC |
| 0.14% | 0.14% | #20 | $5.4M | 70,506 | $4.5M | 68,506 | +2,000+2.92% | Add |
| Wealthcare Advisory Partners LLC |
| 0.1% | 0.09% | #30 | $5.3M | 69,812 | $4.7M | 71,529 | -1,717-2.40% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #147 | $5.2M | 68,714 | $3.2M | 48,945 | +19,769+40.39% | Add |
| WCG Wealth Advisors LLC |
| 0.12% | 0.12% | #27 | $5.1M | 67,232 | $4.2M | 63,343 | +3,889+6.14% | Add |
| Western Wealth Management, LLC |
| 0.15% | 0.15% | #19 | $4.6M | 60,673 | $3.9M | 58,553 | +2,120+3.62% | Add |
| Redwood Financial Network Corp |
| 2.55% | 2.61% | #4 | $4.6M | 60,356 | $4.0M | 60,261 | +95+0.16% | Add |
| Wealthfront Advisers LLC |
| 0.01% | 0.01% | #96 | $4.3M | 55,819 | $3.8M | 58,180 | -2,361-4.06% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #113 | $4.0M | 51,969 | $3.2M | 48,064 | +3,905+8.12% | Add |
| Synergy Financial Group, LTD |
| 2.84% | 2.57% | #3 | $4.0M | 51,883 | $3.4M | 51,874 | +9+0.02% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #125 | $3.6M | 47,144 | $3.4M | 52,272 | -5,128-9.81% | Reduce |
| PLANWISER FINANCIAL, LLC |
| 2.15% | 4.58% | #6 | $3.1M | 40,670 | $6.3M | 87,638 | -46,968-53.59% | Reduce |
| Mutual Advisors, LLC |
| 0.06% | 0.05% | #45 | $3.0M | 38,862 | $2.1M | 32,156 | +6,706+20.85% | Add |
| FMR LLC |
| <0.01% | <0.01% | #178 | $2.8M | 36,496 | $1.5M | 22,031 | +14,465+65.66% | Add |
| Elevation Capital Advisory, LLC |
| 1.04% | 1.97% | #8 | $2.7M | 35,498 | $4.6M | 70,205 | -34,707-49.44% | Reduce |
| NORTHBRIDGE FINANCIAL GROUP, LLC |
| 1.02% | 0.96% | #9 | $2.7M | 34,942 | $2.2M | 31,726 | +3,216+10.14% | Add |
| Prospera Financial Services Inc |
| 0.04% | 0.03% | #57 | $2.5M | 32,762 | $2.1M | 31,805 | +957+3.01% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.06% | 0.06% | #43 | $2.2M | 28,381 | $1.9M | 28,381 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | <0.01% | #146 | $2.1M | 27,957 | $1.5M | 23,126 | +4,831+20.89% | Add |
| Dale Q Rice Investment Management Ltd |
| 0.98% | 1.2% | #10 | $1.8M | 23,788 | $1.6M | 24,022 | -234-0.97% | Reduce |
| GTS SECURITIES LLC |
| 0.04% | 0.04% | #56 | $1.8M | 23,517 | $1.1M | 16,279 | +7,238+44.46% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #121 | $1.6M | 21,432 | $1.1M | 17,408 | +4,024+23.12% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | 0.01% | #149 | $1.6M | 20,800 | $7.4M | 112,700 | -91,900-81.54% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.01% | #76 | $1.6M | 20,730 | $529,871 | 8,032 | +12,698+158.09% | Add |
| Arbor Wealth Management LLC\AZ |
| 1.4% | — | #7 | $1.6M | 20,644 | $0 | 0 | +20,644 | New Buy |
| STEEL GROVE CAPITAL ADVISORS, LLC |
| 0.14% | 0.13% | #21 | $1.5M | 19,107 | $1.3M | 19,107 | 00.00% | Unchanged |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #126 | $1.4M | 18,691 | $1.3M | 19,105 | -414-2.17% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #173 | $1.4M | 18,650 | $1.0M | 15,565 | +3,085+19.82% | Add |
| First Heartland Consultants, Inc. |
| 0.09% | 0.08% | #34 | $1.4M | 17,997 | $1.1M | 16,001 | +1,996+12.47% | Add |
| BROWN ADVISORY INC |
| <0.01% | — | #133 | $1.3M | 17,005 | $0 | 0 | +17,005 | New Buy |
| Sound View Wealth Advisors Group, LLC |
| 0.08% | 0.08% | #36 | $1.3M | 16,744 | $1.2M | 18,362 | -1,618-8.81% | Reduce |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #106 | $1.3M | 16,648 | $947,116 | 14,357 | +2,291+15.96% | Add |
| TITLEIST ASSET MANAGEMENT, LLC |
| 0.08% | 0.07% | #35 | $1.3M | 16,536 | $893,647 | 13,546 | +2,990+22.07% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #169 | $1.2M | 16,309 | $1.1M | 16,562 | -253-1.53% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #180 | $1.2M | 15,981 | $235,909 | 3,576 | +12,405+346.90% | Add |
