| Orgel Wealth Management, LLC |
| 3.47% | — | #1 | $182.9M | 8.1M | $0 | 0 | +8.1M | New Buy |
| LPL Financial LLC |
| 0.01% | 0.01% | #79 | $59.1M | 2.6M | $31.8M | 1.4M | +1.2M+81.98% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.04% | #62 | $29.7M | 1.3M | $28.3M | 1.3M | +38,380+2.99% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #72 | $18.8M | 838,089 | $13.8M | 625,733 | +212,356+33.94% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #113 | $17.1M | 762,198 | $13.5M | 612,682 | +149,516+24.40% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #136 | $9.3M | 415,599 | $8.4M | 382,820 | +32,779+8.56% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #95 | $8.3M | 371,409 | $6.9M | 313,698 | +57,711+18.40% | Add |
| Quotient Wealth Partners, LLC |
| 0.17% | 0.17% | #30 | $7.3M | 323,488 | $6.6M | 301,923 | +21,565+7.14% | Add |
| Dynasty Wealth Management, LLC |
| 0.05% | 0.06% | #56 | $7.1M | 317,510 | $6.7M | 303,178 | +14,332+4.73% | Add |
| Trust Co |
| 0.58% | 0.6% | #9 | $6.4M | 286,957 | $6.4M | 291,964 | -5,007-1.71% | Reduce |
| Prentice Wealth Management LLC |
| 1.14% | 1.07% | #6 | $5.5M | 247,048 | $4.8M | 216,305 | +30,743+14.21% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #89 | $4.9M | 217,172 | $4.2M | 189,202 | +27,970+14.78% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #88 | $4.4M | 195,227 | $4.3M | 197,096 | -1,869-0.95% | Reduce |
| FORTE ASSET MANAGEMENT LLC |
| 1.64% | 1.72% | #3 | $4.0M | 178,446 | $3.9M | 178,412 | +34+0.02% | Add |
| Evergreen Wealth Partners LLC |
| 2.19% | 2.54% | #2 | $3.7M | 162,722 | $3.3M | 151,336 | +11,386+7.52% | Add |
| Rialto Wealth Management, LLC |
| 0.72% | 0.54% | #8 | $3.6M | 161,516 | $2.4M | 109,656 | +51,860+47.29% | Add |
| IHT Wealth Management, LLC |
| 0.07% | 0.14% | #45 | $3.5M | 157,020 | $6.0M | 274,416 | -117,396-42.78% | Reduce |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 0.05% | 0.06% | #58 | $3.5M | 154,176 | $3.9M | 176,776 | -22,600-12.78% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| 0.06% | 0.07% | #50 | $3.1M | 138,370 | $3.1M | 139,841 | -1,471-1.05% | Reduce |
| Capital Analysts, LLC |
| 0.07% | — | #47 | $3.1M | 137,977 | $0 | 0 | +137,977 | New Buy |
| Vertex Planning Partners, LLC |
| 0.45% | 0.5% | #11 | $3.1M | 135,923 | $2.6M | 116,843 | +19,080+16.33% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #127 | $2.4M | 107,759 | $2.3M | 105,106 | +2,653+2.52% | Add |
| FourThought Financial Partners, LLC |
| 0.18% | 0.2% | #28 | $2.4M | 106,231 | $2.3M | 106,134 | +97+0.09% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #122 | $2.4M | 105,171 | $2.1M | 93,749 | +11,422+12.18% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #109 | $2.4M | 105,010 | $1.9M | 84,006 | +21,004+25.00% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.01% | <0.01% | #83 | $2.2M | 96,618 | $247,958 | 11,262 | +85,356+757.91% | Add |
| DeLarme Wealth Management, Inc. |
| 1.25% | 1.26% | #5 | $2.2M | 96,134 | $2.0M | 89,076 | +7,058+7.92% | Add |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.1% | 0.09% | #39 | $2.0M | 88,577 | $1.5M | 70,045 | +18,532+26.46% | Add |
| Legacy Advisory Services, LLC |
| 1.27% | 1.35% | #4 | $1.8M | 80,200 | $1.8M | 80,500 | -300-0.37% | Reduce |
| Ausdal Financial Partners, Inc. |
| 0.07% | 0.08% | #49 | $1.8M | 78,991 | $1.7M | 76,944 | +2,047+2.66% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #96 | $1.7M | 77,325 | $1.6M | 70,864 | +6,461+9.12% | Add |
| Aspen Wealth Management LLC |
| 0.29% | 0.19% | #17 | $1.7M | 75,007 | $940,100 | 42,693 | +32,314+75.69% | Add |
| WCG Wealth Advisors LLC |
| 0.04% | 0.05% | #63 | $1.6M | 69,927 | $1.8M | 83,718 | -13,791-16.47% | Reduce |
| Keebeck Wealth Management |
| 0.15% | 0.2% | #32 | $1.5M | 68,406 | $1.7M | 79,462 | -11,056-13.91% | Reduce |
| SK Wealth Management, LLC |
| 0.32% | 0.53% | #14 | $1.4M | 64,431 | $1.9M | 86,242 | -21,811-25.29% | Reduce |
| Elequin Capital, LP |
| 0.04% | — | #60 | $1.4M | 63,097 | $0 | 0 | +63,097 | New Buy |
| COFG Advisors, LLC |
| 0.23% | 0.33% | #22 | $1.3M | 59,216 | $1.3M | 60,458 | -1,242-2.05% | Reduce |
| Ellis Investment Partners, LLC |
| 0.19% | 0.13% | #27 | $1.2M | 54,487 | $735,150 | 33,385 | +21,102+63.21% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.01% | 0.01% | #84 | $1.2M | 53,942 | $1.3M | 58,806 | -4,864-8.27% | Reduce |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.01% | 0.02% | #77 | $1.2M | 53,449 | $1.0M | 46,635 | +6,814+14.61% | Add |
| Joseph Group Capital Management |
| 0.25% | 0.33% | #19 | $1.2M | 52,776 | $1.3M | 60,341 | -7,565-12.54% | Reduce |
| MBA Advisors LLC |
| 0.39% | 0.42% | #12 | $1.2M | 51,825 | $1.1M | 49,354 | +2,471+5.01% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #85 | $1.1M | 50,080 | $957,767 | 43,495 | +6,585+15.14% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.01% | <0.01% | #104 | $1.1M | 49,785 | $781,842 | 35,506 | +14,279+40.22% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.01% | 0.01% | #100 | $1.1M | 48,492 | $982,000 | 44,577 | +3,915+8.78% | Add |
| Wealth Advisors of Tampa Bay, LLC |
| 0.31% | 0.33% | #15 | $1.0M | 45,000 | $990,900 | 45,000 | 00.00% | Unchanged |
| World Investment Advisors |
| 0.02% | 0.02% | #74 | $999,474 | 44,520 | $983,544 | 44,666 | -146-0.33% | Reduce |
| Indivisible Partners |
| 0.06% | — | #54 | $990,292 | 44,111 | $0 | 0 | +44,111 | New Buy |
| Tolleson Wealth Management, Inc. |
| 0.13% | — | #34 | $965,911 | 43,025 | $0 | 0 | +43,025 | New Buy |
| Financial Engines Advisors L.L.C. |
| <0.01% | <0.01% | #131 | $962,095 | 42,855 | $943,667 | 42,855 | 00.00% | Unchanged |
