| UBS Group AG |
| 0.01% | 0.01% | #112 | $69.5M | 7.5M | $63.5M | 7.1M | +476,286+6.74% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #159 | $41.4M | 4.5M | $40.3M | 4.5M | +2,791+0.06% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.19% | 0.2% | #28 | $29.9M | 3.2M | $26.2M | 2.9M | +330,052+11.32% | Add |
| Hennion & Walsh Asset Management, Inc. |
| 0.75% | 0.74% | #8 | $26.4M | 2.9M | $21.9M | 2.4M | +422,222+17.30% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #127 | $20.4M | 2.2M | $19.8M | 2.2M | +14,819+0.67% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #147 | $18.5M | 2.0M | $18.7M | 2.1M | -73,582-3.53% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #194 | $11.9M | 1.3M | $10.0M | 1.1M | +177,886+16.04% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #133 | $11.4M | 1.2M | $8.8M | 993,172 | +246,345+24.80% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #154 | $10.8M | 1.2M | $10.4M | 1.2M | +22,517+1.95% | Add |
| VAN ECK ASSOCIATES CORP |
| 0.01% | 0.01% | #124 | $10.1M | 1.1M | $9.6M | 1.1M | +31,841+2.99% | Add |
| Granby Capital Management, LLC |
| 3.54% | 4.31% | #1 | $6.8M | 736,112 | $7.5M | 836,112 | -100,000-11.96% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #113 | $6.7M | 731,241 | $6.7M | 740,768 | -9,527-1.29% | Reduce |
| Chicago Partners Investment Group LLC |
| 0.13% | 0.14% | #39 | $6.5M | 713,350 | $6.2M | 683,151 | +30,199+4.42% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #130 | $6.4M | 688,784 | $6.0M | 667,790 | +20,994+3.14% | Add |
| Congress Park Capital LLC |
| 1.49% | 1.64% | #3 | $5.5M | 599,132 | $5.3M | 594,132 | +5,000+0.84% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #193 | $5.3M | 570,630 | $5.6M | 620,206 | -49,576-7.99% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #123 | $5.1M | 551,272 | $4.6M | 513,250 | +38,022+7.41% | Add |
| BAR HARBOR WEALTH MANAGEMENT |
| 0.24% | 0.25% | #24 | $4.5M | 487,825 | $4.2M | 468,825 | +19,000+4.05% | Add |
| Prospera Financial Services Inc |
| 0.06% | 0.07% | #57 | $4.4M | 476,073 | $4.3M | 476,156 | -83-0.02% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #121 | $4.4M | 472,626 | $4.2M | 472,560 | +66+0.01% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #105 | $4.3M | 468,117 | $4.1M | 453,071 | +15,046+3.32% | Add |
| EHRLICH FINANCIAL GROUP |
| 1.69% | 0.59% | #2 | $3.3M | 356,385 | $1.0M | 114,669 | +241,716+210.79% | Add |
| BFSG, LLC |
| 0.27% | — | #21 | $3.0M | 329,726 | $0 | 0 | +329,726 | New Buy |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #201 | $2.5M | 266,442 | $2.2M | 240,866 | +25,576+10.62% | Add |
| ROMAN BUTLER FULLERTON & CO |
| 0.56% | 0.64% | #11 | $2.4M | 258,207 | $2.3M | 251,547 | +6,660+2.65% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #109 | $2.1M | 223,189 | $2.0M | 222,732 | +457+0.21% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #149 | $2.0M | 221,506 | $2.0M | 220,166 | +1,340+0.61% | Add |
| Koshinski Asset Management, Inc. |
| 0.1% | 0.12% | #46 | $1.9M | 209,025 | $1.9M | 209,454 | -429-0.20% | Reduce |
| Breakwater Capital Group |
| 0.21% | 0.19% | #26 | $1.8M | 189,868 | $1.4M | 156,270 | +33,598+21.50% | Add |
| Cresta Advisors, Ltd. |
| 0.6% | 0.67% | #9 | $1.7M | 180,840 | $1.6M | 180,840 | 00.00% | Unchanged |
| PKS Advisory Services, LLC |
| 0.26% | 0.45% | #22 | $1.6M | 175,587 | $1.9M | 213,222 | -37,635-17.65% | Reduce |
| Redwood Family Wealth LLC |
| 1.38% | 1.44% | #4 | $1.6M | 170,632 | $1.5M | 163,433 | +7,199+4.40% | Add |
| Citizens National Bank Trust Department |
| 0.23% | 0.2% | #25 | $1.6M | 169,770 | $1.2M | 136,095 | +33,675+24.74% | Add |
| Dynamic Financial Group |
| 1.16% | 1.97% | #5 | $1.5M | 166,319 | $2.4M | 268,377 | -102,058-38.03% | Reduce |
| IBEX WEALTH ADVISORS |
| 0.12% | 0.14% | #42 | $1.5M | 160,447 | $1.5M | 162,191 | -1,744-1.08% | Reduce |
| Tandem Financial, LLC |
| 0.42% | 0.4% | #14 | $1.4M | 152,594 | $1.3M | 139,794 | +12,800+9.16% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #151 | $1.4M | 150,626 | $1.4M | 158,474 | -7,848-4.95% | Reduce |
| Blake Schutter Theil Wealth Advisors, LLC |
| 0.93% | 1.09% | #7 | $1.4M | 148,378 | $1.3M | 148,378 | 00.00% | Unchanged |
| Mathes Company, Inc. |
| 0.42% | 0.48% | #16 | $1.3M | 145,000 | $1.3M | 145,000 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #181 | $1.3M | 144,022 | $1.3M | 146,909 | -2,887-1.97% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #135 | $1.3M | 143,685 | $1.2M | 137,427 | +6,258+4.55% | Add |
| AlTi Global, Inc. |
| 0.03% | 0.03% | #76 | $1.3M | 142,210 | $1.2M | 132,210 | +10,000+7.56% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #171 | $1.3M | 140,428 | $1.2M | 132,401 | +8,027+6.06% | Add |
| High Net Worth Advisory Group LLC |
| 0.25% | 0.26% | #23 | $1.2M | 130,200 | $1.1M | 123,000 | +7,200+5.85% | Add |
| HARMONY ASSET MANAGEMENT LLC |
| 0.31% | 0.35% | #17 | $1.2M | 125,300 | $1.2M | 128,200 | -2,900-2.26% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #186 | $1.1M | 122,640 | $1.0M | 115,978 | +6,662+5.74% | Add |
| SMITH, MOORE & CO. |
| 0.07% | 0.08% | #54 | $1.1M | 119,388 | $1.1M | 119,091 | +297+0.25% | Add |
| Venturi Wealth Management, LLC |
| 0.04% | 0.05% | #71 | $1.1M | 115,754 | $1.0M | 115,692 | +62+0.05% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #103 | $1.0M | 113,359 | $890,181 | 99,019 | +14,340+14.48% | Add |
| Whitaker-Myers Wealth Managers, LTD. |
| 0.17% | 0.19% | #33 | $1.0M | 110,642 | $953,147 | 106,023 | +4,619+4.36% | Add |
