| LPL Financial LLC |
| 0.02% | 0.01% | #86 | $107.0M | 3.7M | $38.2M | 1.3M | +2.3M+176.07% | Add |
| AE Wealth Management LLC |
| 0.33% | 0.34% | #36 | $71.0M | 2.4M | $62.7M | 2.2M | +252,312+11.62% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #123 | $62.7M | 2.1M | $0 | 0 | +2.1M | New Buy |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
| 1.01% | 1.09% | #16 | $31.7M | 1.1M | $31.2M | 1.1M | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| 0.04% | 0.04% | #78 | $24.6M | 840,637 | $21.0M | 729,311 | +111,326+15.26% | Add |
| CATALYST PRIVATE WEALTH, LLC |
| 8.16% | 8.95% | #2 | $16.9M | 577,473 | $16.5M | 572,811 | +4,662+0.81% | Add |
| Pinnacle Wealth Management, LLC |
| 8.4% | 9% | #1 | $13.6M | 463,515 | $13.4M | 463,091 | +424+0.09% | Add |
| Marshall Financial Group, LLC |
| 1.91% | 1.99% | #7 | $13.1M | 447,240 | $12.5M | 431,569 | +15,671+3.63% | Add |
| Crusonia Wealth Advisors LLC |
| 2.01% | — | #6 | $12.2M | 418,178 | $0 | 0 | +418,178 | New Buy |
| Mariner, LLC |
| 0.01% | 0.01% | #101 | $11.9M | 405,262 | $7.6M | 262,766 | +142,496+54.23% | Add |
| National Philanthropic Trust |
| 0.15% | — | #50 | $10.7M | 364,309 | $0 | 0 | +364,309 | New Buy |
| Family Manage LLC |
| 1.07% | 1.1% | #14 | $10.5M | 357,213 | $9.1M | 316,581 | +40,632+12.83% | Add |
| Astoria Portfolio Advisors LLC. |
| 1.64% | 1.65% | #10 | $9.7M | 332,564 | $7.8M | 260,412 | +72,152+27.71% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.37% | 0.39% | #32 | $9.7M | 329,729 | $8.9M | 306,806 | +22,923+7.47% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #103 | $8.7M | 297,971 | $4.1M | 142,026 | +155,945+109.80% | Add |
| Owl Creek Wealth Partners LLC |
| 2.55% | — | #5 | $8.7M | 297,715 | $0 | 0 | +297,715 | New Buy |
| Stratos Investment Management, LLC |
| 0.31% | 0.23% | #37 | $8.5M | 290,647 | $5.7M | 198,465 | +92,182+46.45% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #96 | $7.9M | 268,782 | $5.8M | 200,116 | +68,666+34.31% | Add |
| Hobbs Group Advisors, LLC |
| 1.84% | 1.91% | #8 | $7.0M | 238,443 | $6.4M | 221,239 | +17,204+7.78% | Add |
| Alpha Financial Partners LLC |
| 3.46% | 3.59% | #3 | $6.6M | 225,175 | $6.1M | 210,449 | +14,726+7.00% | Add |
| Atria Investments, Inc |
| 0.06% | 0.05% | #68 | $6.5M | 220,574 | $4.9M | 170,274 | +50,300+29.54% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #98 | $6.4M | 218,122 | $4.4M | 150,971 | +67,151+44.48% | Add |
| SMART Wealth LLC |
| 1.37% | 0.92% | #13 | $6.4M | 216,960 | $3.1M | 108,398 | +108,562+100.15% | Add |
| Savvy Advisors, Inc. |
| 0.13% | 0.11% | #58 | $6.1M | 206,833 | $4.3M | 147,834 | +58,999+39.91% | Add |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| 0.11% | 0.13% | #60 | $5.7M | 194,734 | $6.4M | 222,888 | -28,154-12.63% | Reduce |
| Fortis Group Advisors, LLC |
| 0.81% | 0.85% | #20 | $5.1M | 172,567 | $5.2M | 172,385 | +182+0.11% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #117 | $4.7M | 160,857 | $2.0M | 68,047 | +92,810+136.39% | Add |
| MAI Capital Management |
| 0.02% | <0.01% | #97 | $4.3M | 145,893 | $249 | 9 | +145,884+1,620,933.33% | Add |
| Stratos Wealth Advisors, LLC |
| 0.22% | 0.23% | #43 | $4.0M | 135,024 | $3.7M | 129,831 | +5,193+4.00% | Add |
| EVOKE WEALTH, LLC |
| 0.08% | 0.07% | #64 | $3.9M | 136,474 | $3.9M | 136,474 | 00.00% | Unchanged |
| Private Advisor Group, LLC |
| 0.02% | 0.02% | #94 | $3.7M | 125,557 | $4.5M | 155,483 | -29,926-19.25% | Reduce |
| CORRADO ADVISORS, LLC |
| 1.76% | 1.8% | #9 | $3.5M | 119,800 | $3.5M | 119,800 | 00.00% | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.04% | 0.01% | #80 | $3.3M | 113,716 | $1.1M | 39,280 | +74,436+189.50% | Add |
| GenTrust, LLC |
| 0.12% | 0.12% | #59 | $3.2M | 110,698 | $2.7M | 93,900 | +16,798+17.89% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.04% | 0.04% | #77 | $3.0M | 103,016 | $2.7M | 93,411 | +9,605+10.28% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.05% | 0.03% | #73 | $3.0M | 101,378 | $1.7M | 57,959 | +43,419+74.91% | Add |
| Catalyst Investment Management LLC |
| 2.66% | 1.85% | #4 | $2.9M | 100,217 | $1.7M | 55,492 | +44,725+80.60% | Add |
| Golden State Wealth Management, LLC |
| 0.26% | 0.05% | #40 | $2.9M | 98,294 | $462,135 | 16,018 | +82,276+513.65% | Add |
| Arrowroot Family Office, LLC |
| 0.81% | 0.96% | #21 | $2.8M | 96,147 | $2.9M | 100,618 | -4,471-4.44% | Reduce |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #90 | $2.8M | 94,643 | $1.9M | 65,051 | +29,592+45.49% | Add |
| Forum Finance Group S.A. |
| 0.78% | 0.5% | #22 | $2.7M | 91,293 | $1.2M | 40,149 | +51,144+127.39% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #144 | $2.7M | 90,587 | $2.8M | 98,314 | -7,727-7.86% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #131 | $2.6M | 88,970 | $1.7M | 58,615 | +30,355+51.79% | Add |
| O'ROURKE & COMPANY, Inc |
| 0.86% | 0.92% | #19 | $2.5M | 84,979 | $2.3M | 80,943 | +4,036+4.99% | Add |
| STEPHENS INC /AR/ |
| 0.03% | 0.03% | #83 | $2.4M | 83,065 | $2.7M | 94,495 | -11,430-12.10% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #143 | $2.3M | 79,814 | $247,273 | 8,571 | +71,243+831.21% | Add |
| KWB Wealth |
| 0.2% | — | #45 | $2.3M | 78,477 | $0 | 0 | +78,477 | New Buy |
| Patten Group, Inc. |
| 0.34% | 0.15% | #35 | $2.2M | 74,865 | $852,287 | 29,542 | +45,323+153.42% | Add |
| WEDBUSH SECURITIES INC |
| 0.06% | 0.06% | #69 | $2.2M | 74,129 | $1.9M | 66,364 | +7,765+11.70% | Add |
| Breakwater Investment Management |
| 0.72% | 0.08% | #23 | $2.1M | 72,459 | $202,499 | 7,019 | +65,440+932.33% | Add |
