| Choate Investment Advisors |
| 2.88% | 3.29% | #8 | $163.9M | 5.8M | $168.0M | 6.1M | -274,705-4.51% | Reduce |
| Cerity Partners LLC |
| 0.11% | 0.12% | #35 | $94.6M | 3.4M | $86.0M | 3.1M | +241,232+7.74% | Add |
| LPL Financial LLC |
| 0.01% | 0.02% | #61 | $60.0M | 2.1M | $58.3M | 2.1M | +15,524+0.73% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #51 | $30.3M | 1.1M | $29.6M | 1.1M | +342+0.03% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #79 | $29.9M | 1.1M | $32.6M | 1.2M | -119,718-10.13% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.05% | #48 | $27.3M | 935,881 | $23.9M | 870,987 | +64,894+7.45% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #66 | $26.3M | 933,925 | $20.0M | 725,373 | +208,552+28.75% | Add |
| ABOUND FINANCIAL, LLC |
| 10.4% | 11.21% | #1 | $26.1M | 925,844 | $25.7M | 931,034 | -5,190-0.56% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #54 | $22.4M | 795,881 | $19.3M | 700,815 | +95,066+13.57% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #74 | $18.5M | 655,583 | $18.5M | 670,914 | -15,331-2.29% | Reduce |
| A&I FINANCIAL SERVICES, LLC |
| 7.35% | 7.77% | #2 | $16.9M | 598,911 | $16.4M | 595,222 | +3,689+0.62% | Add |
| KWB Wealth |
| 1.17% | 1% | #14 | $13.7M | 486,376 | $10.1M | 355,483 | +130,893+36.82% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.06% | 0.06% | #44 | $11.4M | 403,016 | $11.1M | 401,960 | +1,056+0.26% | Add |
| BEAM WEALTH ADVISORS, INC. |
| 2.83% | 2.77% | #9 | $11.1M | 404,281 | $11.1M | 404,281 | 00.00% | Unchanged |
| Appalachian Capital Management Ltd |
| 6.23% | 6.51% | #3 | $8.6M | 304,967 | $8.1M | 295,213 | +9,754+3.30% | Add |
| NavPoint Financial, Inc. |
| 3.02% | 2.81% | #7 | $8.1M | 289,289 | $7.0M | 252,507 | +36,782+14.57% | Add |
| Stratos Wealth Partners, LTD. |
| 0.07% | — | #39 | $7.3M | 260,119 | $0 | 0 | +260,119 | New Buy |
| &PARTNERS |
| 0.03% | 0.03% | #55 | $6.4M | 227,913 | $5.3M | 193,531 | +34,382+17.77% | Add |
| CASTLEKEEP INVESTMENT ADVISORS LLC |
| 3.18% | 2.78% | #6 | $6.4M | 225,564 | $5.1M | 185,083 | +40,481+21.87% | Add |
| Three Magnolias Financial Advisors, LLC |
| 3.51% | 3.55% | #5 | $6.3M | 223,342 | $5.6M | 202,663 | +20,679+10.20% | Add |
| Alliance Private Wealth, LLC |
| 2.03% | 2.18% | #10 | $5.8M | 207,457 | $6.1M | 220,045 | -12,588-5.72% | Reduce |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
| 1.73% | 0.85% | #12 | $5.5M | 195,673 | $1.9M | 70,660 | +125,013+176.92% | Add |
| Cheviot Value Management, LLC |
| 0.55% | 0.47% | #18 | $5.4M | 192,975 | $4.7M | 171,110 | +21,865+12.78% | Add |
| JABODON PT CO |
| 0.53% | 0.29% | #19 | $5.4M | 192,746 | $2.5M | 91,700 | +101,046+110.19% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #71 | $4.9M | 173,702 | $4.5M | 163,309 | +10,393+6.36% | Add |
| Baird Financial Group, Inc. |
| 0.01% | — | #67 | $4.7M | 167,988 | $0 | 0 | +167,988 | New Buy |
| Western Pacific Wealth Management, LP |
| 4.17% | 4.49% | #4 | $4.6M | 163,865 | $4.4M | 160,370 | +3,495+2.18% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #63 | $4.2M | 148,570 | $3.8M | 137,458 | +11,112+8.08% | Add |
| Investment Planning Advisors, Inc. |
| 0.8% | 0.92% | #15 | $3.4M | 122,307 | $3.3M | 121,484 | +823+0.68% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #76 | $3.3M | 117,400 | $0 | 0 | +117,400 | New Buy |
| DKM Wealth Management, Inc. |
| 1.91% | 2.5% | #11 | $2.9M | 103,754 | $3.5M | 125,581 | -21,827-17.38% | Reduce |
| Maridea Wealth Management LLC |
| 0.26% | 0.39% | #26 | $2.4M | 85,899 | $2.7M | 98,086 | -12,187-12.42% | Reduce |
| Gateway Wealth Partners, LLC |
| 0.14% | 0.19% | #32 | $2.4M | 84,622 | $4.8M | 173,230 | -88,608-51.15% | Reduce |
| Valeo Financial Advisors, LLC |
| 0.05% | 0.06% | #46 | $2.3M | 82,091 | $2.3M | 84,328 | -2,237-2.65% | Reduce |
| IFP Advisors, Inc |
| 0.04% | 0.05% | #50 | $2.2M | 78,467 | $2.2M | 79,981 | -1,514-1.89% | Reduce |
| Sugar Maple Asset Management, LLC |
| 1.41% | 1.66% | #13 | $2.2M | 77,466 | $2.7M | 99,411 | -21,945-22.08% | Reduce |
| MAI Capital Management |
| 0.01% | <0.01% | #64 | $2.2M | 76,414 | $464,405 | 16,848 | +59,566+353.55% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #70 | $2.1M | 73,485 | $1.8M | 63,598 | +9,887+15.55% | Add |
| Sprinkle Financial Consultants LLC |
| 0.77% | 0.86% | #16 | $2.0M | 69,650 | $1.9M | 67,720 | +1,930+2.85% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #87 | $1.6M | 57,204 | $3.3M | 121,495 | -64,291-52.92% | Reduce |
| EVOKE WEALTH, LLC |
| 0.03% | 0.03% | #52 | $1.5M | 54,861 | $1.5M | 54,861 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #91 | $1.5M | 51,506 | $46,490 | 1,736 | +49,770+2,866.94% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.02% | — | #56 | $1.4M | 50,367 | $0 | 0 | +50,367 | New Buy |
| Focus Partners Wealth |
| <0.01% | <0.01% | #80 | $1.3M | 46,827 | $970,179 | 35,196 | +11,631+33.05% | Add |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #81 | $1.2M | 43,312 | $1.1M | 40,464 | +2,848+7.04% | Add |
| Cascades Capital Asset Management, LLC |
| 0.45% | 0.52% | #21 | $1.2M | 43,216 | $1.2M | 45,267 | -2,051-4.53% | Reduce |
| Aprio Wealth Management, LLC |
| 0.06% | 0.06% | #43 | $1.2M | 42,606 | $1.2M | 42,016 | +590+1.40% | Add |
| DAVENPORT & Co LLC |
| 0.01% | 0.01% | #68 | $1.0M | 37,237 | $1.0M | 36,847 | +390+1.06% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #92 | $851,466 | 30,226 | $847,238 | 30,736 | -510-1.66% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #75 | $815,606 | 28,953 | $550,776 | 19,981 | +8,972+44.90% | Add |
