| PRUDENTIAL FINANCIAL INC |
| 0.12% | 0.13% | #40 | $114.0M | 2.7M | $108.5M | 2.6M | +134,207+5.13% | Add |
| Apollon Wealth Management, LLC |
| 1.11% | 1.17% | #12 | $91.6M | 2.2M | $71.7M | 1.7M | +481,085+27.84% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #58 | $62.9M | 1.5M | $49.3M | 1.2M | +330,234+27.81% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #60 | $56.7M | 1.4M | $53.4M | 1.3M | +81,139+6.30% | Add |
| Cetera Investment Advisers |
| 0.04% | <0.01% | #54 | $38.9M | 938,184 | $4.6M | 110,790 | +827,394+746.81% | Add |
| FAS Wealth Partners, Inc. |
| 1.99% | 2.04% | #9 | $38.2M | 921,687 | $32.8M | 791,128 | +130,559+16.50% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.67% | — | #19 | $36.2M | 869,256 | $0 | 0 | +869,256 | New Buy |
| Vestmark Advisory Solutions, Inc. |
| 0.34% | — | #31 | $36.0M | 868,596 | $0 | 0 | +868,596 | New Buy |
| HOWARD FINANCIAL SERVICES, LTD. |
| 3.24% | 3.64% | #4 | $32.4M | 781,736 | $32.4M | 779,785 | +1,951+0.25% | Add |
| BOYUM WEALTH ARCHITECTS LLC |
| 11.09% | 11.41% | #1 | $27.9M | 678,169 | $27.3M | 655,831 | +22,338+3.41% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #55 | $27.8M | 670,454 | $19.5M | 469,422 | +201,032+42.83% | Add |
| Beacon Pointe Advisors, LLC |
| 0.11% | 0.11% | #43 | $23.2M | 560,340 | $21.3M | 513,697 | +46,643+9.08% | Add |
| LPL Financial LLC |
| 0.01% | <0.01% | #69 | $23.1M | 557,123 | $3.4M | 80,804 | +476,319+589.47% | Add |
| Advisory Resource Group |
| 3.34% | 3.57% | #3 | $22.2M | 535,104 | $20.8M | 500,079 | +35,025+7.00% | Add |
| HighTower Advisors, LLC |
| 0.02% | <0.01% | #56 | $21.3M | 513,852 | $3.0M | 71,268 | +442,584+621.01% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #65 | $20.0M | 479,567 | $14.9M | 359,625 | +119,942+33.35% | Add |
| Mariner, LLC |
| 0.02% | 0.02% | #57 | $18.4M | 443,963 | $14.3M | 344,675 | +99,288+28.81% | Add |
| Team Financial Group, LLC |
| 5.64% | 6.29% | #2 | $13.3M | 320,609 | $13.9M | 333,938 | -13,329-3.99% | Reduce |
| First Heartland Consultants, Inc. |
| 0.84% | 0.98% | #18 | $12.9M | 312,147 | $12.8M | 308,830 | +3,317+1.07% | Add |
| RFG - Bristol Wealth Advisors, LLC |
| 2.81% | 3% | #6 | $11.6M | 280,542 | $11.1M | 268,133 | +12,409+4.63% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #61 | $11.3M | 273,004 | $12.5M | 300,318 | -27,314-9.10% | Reduce |
| NOVEM GROUP |
| 1.07% | 1.26% | #13 | $10.5M | 253,952 | $11.0M | 265,396 | -11,444-4.31% | Reduce |
| GENESIS PRIVATE WEALTH, LLC |
| 2.7% | 2.91% | #7 | $9.6M | 231,788 | $9.2M | 222,583 | +9,205+4.14% | Add |
| Integrity Wealth Solutions LLC |
| 3.16% | 3.48% | #5 | $8.5M | 206,064 | $8.8M | 213,157 | -7,093-3.33% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.04% | 0.06% | #53 | $7.9M | 191,680 | $7.9M | 190,437 | +1,243+0.65% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #68 | $7.9M | 190,274 | $6.7M | 161,860 | +28,414+17.55% | Add |
| AJ Advisors, LLC |
| 2.44% | 2.8% | #8 | $7.8M | 189,244 | $7.6M | 181,912 | +7,332+4.03% | Add |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.51% | 0.45% | #21 | $7.7M | 184,891 | $4.4M | 105,337 | +79,554+75.52% | Add |
| MGO ONE SEVEN LLC |
| 0.12% | 0.16% | #41 | $7.4M | 179,373 | $7.8M | 188,918 | -9,545-5.05% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #74 | $6.9M | 165,523 | $6.6M | 157,877 | +7,646+4.84% | Add |
| Huntleigh Advisors, Inc. |
| 0.92% | 1.18% | #16 | $6.6M | 158,832 | $6.9M | 165,865 | -7,033-4.24% | Reduce |
| Pinnacle Financial Group, LLC / IL |
| 1.41% | 1.45% | #11 | $5.8M | 138,859 | $5.3M | 127,597 | +11,262+8.83% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.35% | 0.37% | #28 | $5.7M | 138,356 | $5.1M | 121,963 | +16,393+13.44% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.05% | 0.06% | #48 | $5.4M | 130,004 | $5.3M | 128,004 | +2,000+1.56% | Add |
| Apollon Financial, LLC |
| 0.59% | 0.65% | #20 | $5.0M | 121,011 | $4.7M | 112,616 | +8,395+7.45% | Add |
| Clearstead Advisors, LLC |
| 0.05% | 0.02% | #51 | $4.9M | 119,233 | $2.2M | 52,305 | +66,928+127.96% | Add |
| Prosperity Financial Group, Inc. |
| 1.41% | 1.65% | #10 | $4.5M | 109,357 | $4.5M | 107,336 | +2,021+1.88% | Add |
| Kingsview Wealth Management, LLC |
| 0.07% | 0.05% | #47 | $3.9M | 93,017 | $3.9M | 93,017 | 00.00% | Unchanged |
| Private Wealth Asset Management, LLC |
| 0.35% | 0.38% | #27 | $3.6M | 86,824 | $3.6M | 85,562 | +1,262+1.47% | Add |
| &PARTNERS |
| 0.01% | 0.02% | #59 | $3.4M | 81,748 | $3.3M | 80,289 | +1,459+1.82% | Add |
| Maia Wealth LLC |
| 0.5% | 0.55% | #22 | $3.4M | 81,751 | $3.3M | 78,958 | +2,793+3.54% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #83 | $3.3M | 78,564 | $0 | 0 | +78,564 | New Buy |
| Kelman-Lazarov, Inc. |
| 0.41% | 0.47% | #24 | $3.1M | 75,617 | $3.3M | 78,482 | -2,865-3.65% | Reduce |
| RICHARDS, MERRILL & PETERSON, INC. |
| 0.88% | 0.99% | #17 | $2.8M | 67,211 | $2.7M | 65,214 | +1,997+3.06% | Add |
| First Citizens Financial Corp |
| 1.06% | 1.03% | #14 | $2.5M | 61,432 | $2.2M | 52,557 | +8,875+16.89% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #67 | $2.4M | 58,971 | $2.4M | 57,007 | +1,964+3.45% | Add |
| SilverOak Wealth Management LLC |
| 0.31% | 0.34% | #33 | $2.4M | 57,746 | $2.2M | 52,068 | +5,678+10.90% | Add |
| MSH Capital Advisors LLC |
| 0.34% | 0.45% | #32 | $1.9M | 46,816 | $2.1M | 51,753 | -4,937-9.54% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #86 | $1.9M | 45,548 | $0 | 0 | +45,548 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #85 | $1.8M | 43,823 | $1.1M | 25,928 | +17,895+69.02% | Add |
