| LPL Financial LLC |
| 0.02% | 0.02% | #64 | $106.7M | 1.1M | $83.7M | 1.1M | -732-0.07% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #106 | $72.3M | 714,191 | $59.7M | 713,700 | +491+0.07% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #102 | $66.8M | 660,060 | $50.9M | 641,429 | +18,631+2.90% | Add |
| Private Advisor Group, LLC |
| 0.25% | 0.03% | #26 | $54.5M | 538,409 | $6.5M | 82,424 | +455,985+553.22% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #97 | $45.4M | 448,611 | $35.5M | 447,934 | +677+0.15% | Add |
| Southern Financial Group, LLC |
| 11.37% | 9.74% | #1 | $44.5M | 439,966 | $34.9M | 439,275 | +691+0.16% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #87 | $38.9M | 383,975 | $26.9M | 338,895 | +45,080+13.30% | Add |
| Leelyn Smith, LLC |
| 4.57% | 4.12% | #3 | $37.6M | 370,965 | $29.4M | 370,443 | +522+0.14% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #98 | $26.4M | 260,789 | $22.1M | 278,960 | -18,171-6.51% | Reduce |
| Rise Advisors, LLC |
| 7.33% | 5.43% | #2 | $26.0M | 257,207 | $15.4M | 191,762 | +65,445+34.13% | Add |
| Resonant Capital Advisors, LLC |
| 1.24% | 1.06% | #12 | $26.0M | 256,416 | $20.1M | 253,148 | +3,268+1.29% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #99 | $22.8M | 225,082 | $19.6M | 247,440 | -22,358-9.04% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.03% | 0.03% | #59 | $21.7M | 214,062 | $16.3M | 205,848 | +8,214+3.99% | Add |
| &PARTNERS |
| 0.09% | 0.09% | #41 | $21.7M | 213,856 | $18.0M | 224,833 | -10,977-4.88% | Reduce |
| MARS JEWETT FINANCIAL GROUP, INC. |
| 4.04% | 9.58% | #4 | $20.0M | 197,267 | $30.2M | 380,975 | -183,708-48.22% | Reduce |
| NewEdge Advisors, LLC |
| 0.05% | 0.01% | #49 | $16.5M | 162,525 | $3.6M | 45,935 | +116,590+253.82% | Add |
| Stratos Wealth Partners, LTD. |
| 0.15% | 0.01% | #33 | $15.3M | 150,818 | $843,689 | 10,632 | +140,186+1,318.53% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.01% | #77 | $14.1M | 139,068 | $7.5M | 94,943 | +44,125+46.48% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.01% | #73 | $14.0M | 138,326 | $7.7M | 96,456 | +41,870+43.41% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.06% | #60 | $13.2M | 130,650 | $24.0M | 302,646 | -171,996-56.83% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.07% | 0.04% | #46 | $12.0M | 118,322 | $6.5M | 81,889 | +36,433+44.49% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | 0.02% | #69 | $10.8M | 106,983 | $6.7M | 83,830 | +23,153+27.62% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #124 | $10.1M | 99,655 | $7.8M | 98,610 | +1,045+1.06% | Add |
| HighTower Advisors, LLC |
| 0.01% | <0.01% | #89 | $10.0M | 98,644 | $3.2M | 40,922 | +57,722+141.05% | Add |
| PEAPACK GLADSTONE FINANCIAL CORP |
| 0.1% | 0.07% | #40 | $8.4M | 83,319 | $5.5M | 69,337 | +13,982+20.17% | Add |
| Modern Wealth Management, LLC |
| 0.1% | — | #39 | $8.2M | 81,210 | $0 | 0 | +81,210 | New Buy |
| Clark Capital Management Group, Inc. |
| 0.04% | 0.05% | #55 | $7.6M | 75,487 | $7.6M | 95,709 | -20,222-21.13% | Reduce |
| Z3 Capital Partners, LLC |
| 1.57% | 1.48% | #9 | $7.5M | 73,727 | $5.8M | 73,432 | +295+0.40% | Add |
| Flaharty Asset Management, LLC |
| 0.85% | 0.84% | #16 | $6.7M | 84,881 | $6.7M | 84,881 | 00.00% | Unchanged |
| Three Magnolias Financial Advisors, LLC |
| 3.72% | 3.03% | #5 | $6.7M | 65,881 | $4.8M | 59,993 | +5,888+9.81% | Add |
| Symphony Financial Services, Inc. |
| 2.94% | 2.23% | #7 | $6.5M | 64,552 | $4.3M | 54,722 | +9,830+17.96% | Add |
| Worth Financial Advisory Group, LLC |
| 2.54% | — | #8 | $6.1M | 60,332 | $0 | 0 | +60,332 | New Buy |
| TRUIST FINANCIAL CORP |
| 0.01% | — | #95 | $6.1M | 59,807 | $0 | 0 | +59,807 | New Buy |
| Harbour Wealth Management Group, Inc. |
| 3.54% | 2.97% | #6 | $5.2M | 51,753 | $3.9M | 49,759 | +1,994+4.01% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #100 | $5.0M | 49,300 | $3.8M | 48,050 | +1,250+2.60% | Add |
| MCDONALD PARTNERS LLC |
| 1.18% | 0.52% | #14 | $4.9M | 47,967 | $2.2M | 27,631 | +20,336+73.60% | Add |
| OPPENHEIMER & CO INC |
| 0.05% | 0.03% | #51 | $4.6M | 45,265 | $2.8M | 35,165 | +10,100+28.72% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #107 | $4.5M | 44,937 | $2.9M | 36,981 | +7,956+21.51% | Add |
| KINTRA WEALTH, LLC |
| 0.21% | 0.38% | #30 | $4.0M | 40,666 | $5.3M | 67,240 | -26,574-39.52% | Reduce |
| Breakwater Capital Group |
| 0.41% | 0.38% | #21 | $3.4M | 33,997 | $2.8M | 35,770 | -1,773-4.96% | Reduce |
| Visionary Wealth Advisors |
| 0.13% | — | #36 | $3.2M | 31,829 | $0 | 0 | +31,829 | New Buy |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #101 | $3.2M | 31,434 | $2.5M | 31,392 | +42+0.13% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #120 | $2.8M | 27,631 | $2.2M | 27,539 | +92+0.33% | Add |
| IAG Wealth Partners, LLC |
| 0.26% | 0.25% | #24 | $2.6M | 25,726 | $2.2M | 27,929 | -2,203-7.89% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #91 | $2.5M | 24,664 | $1.9M | 23,942 | +722+3.02% | Add |
| Ameritas Advisory Services, LLC |
| 0.05% | — | #50 | $2.4M | 23,964 | $0 | 0 | +23,964 | New Buy |
| Wealthspire Advisors, LLC |
| 0.01% | 0.02% | #83 | $2.3M | 23,094 | $2.0M | 24,721 | -1,627-6.58% | Reduce |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| 0.62% | — | #17 | $2.3M | 22,689 | $0 | 0 | +22,689 | New Buy |
| Western Wealth Management, LLC |
| 0.07% | 0.05% | #43 | $2.3M | 22,509 | $1.2M | 15,587 | +6,922+44.41% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.22% | 0.19% | #28 | $2.2M | 22,054 | $1.8M | 21,945 | +109+0.50% | Add |
