| GOLDMAN SACHS GROUP INC |
| 0.14% | 0.17% | #20 | $1.66B | 16.1M | $1.45B | 16.2M | -73,837-0.46% | Reduce |
| LPL Financial LLC |
| 0.14% | 0.14% | #21 | $614.1M | 6.0M | $509.1M | 5.7M | +273,688+4.82% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.08% | 0.07% | #28 | $329.1M | 3.2M | $277.5M | 3.1M | +95,147+3.07% | Add |
| PRINCIPAL SECURITIES, INC. |
| 1.5% | 1.52% | #4 | $124.7M | 1.2M | $103.7M | 1.2M | +51,712+4.47% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #45 | $86.3M | 836,584 | $46.0M | 513,564 | +323,020+62.90% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.37% | 0.36% | #12 | $78.2M | 758,721 | $65.4M | 730,250 | +28,471+3.90% | Add |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #31 | $65.8M | 638,657 | $55.9M | 624,015 | +14,642+2.35% | Add |
| CoreCap Advisors, LLC |
| 1.58% | 1.5% | #3 | $53.6M | 519,850 | $44.0M | 490,768 | +29,082+5.93% | Add |
| MORGAN STANLEY |
| <0.01% | 0.01% | #62 | $49.4M | 479,151 | $95.4M | 1.0M | -553,364-53.59% | Reduce |
| Keebeck Wealth Management |
| 2.88% | 2.9% | #2 | $29.5M | 285,652 | $25.8M | 287,913 | -2,261-0.79% | Reduce |
| NewEdge Advisors, LLC |
| 0.06% | 0.06% | #32 | $18.6M | 180,502 | $16.0M | 178,628 | +1,874+1.05% | Add |
| Sanctuary Advisors, LLC |
| 0.08% | 0.08% | #29 | $16.4M | 158,934 | $14.1M | 157,322 | +1,612+1.02% | Add |
| LifePlan Investment Advisors, Inc. |
| 3.37% | 3.46% | #1 | $9.8M | 94,978 | $8.8M | 98,277 | -3,299-3.36% | Reduce |
| Sowell Financial Services LLC |
| 0.32% | 0.16% | #15 | $9.7M | 93,745 | $4.3M | 47,966 | +45,779+95.44% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #63 | $9.4M | 91,141 | $12.2M | 136,536 | -45,395-33.25% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #49 | $8.2M | 79,981 | $8.5M | 94,688 | -14,707-15.53% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #70 | $7.7M | 74,789 | $6.9M | 77,089 | -2,300-2.98% | Reduce |
| Founders Financial Alliance, LLC |
| 0.98% | 0.02% | #5 | $7.4M | 71,909 | $125,336 | 1,399 | +70,510+5,040.03% | Add |
| Syntegra Private Wealth Group, LLC |
| 0.48% | 0.47% | #10 | $6.2M | 60,138 | $4.9M | 55,036 | +5,102+9.27% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.04% | #39 | $5.3M | 51,695 | $4.9M | 54,910 | -3,215-5.86% | Reduce |
| Robertson Stephens Wealth Management, LLC |
| 0.12% | 0.13% | #23 | $4.9M | 47,796 | $4.8M | 53,748 | -5,952-11.07% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #56 | $4.0M | 39,196 | $1.5M | 16,675 | +22,521+135.06% | Add |
| Beacon Financial Advisory LLC |
| 0.74% | 0.69% | #6 | $3.8M | 36,406 | $3.1M | 34,126 | +2,280+6.68% | Add |
| Orion Porfolio Solutions, LLC |
| 0.03% | 0.03% | #38 | $3.7M | 35,659 | $3.3M | 37,175 | -1,516-4.08% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #78 | $3.5M | 34,298 | $5.4M | 60,771 | -26,473-43.56% | Reduce |
| Maia Wealth LLC |
| 0.42% | 0.51% | #11 | $2.8M | 27,574 | $3.0M | 33,592 | -6,018-17.91% | Reduce |
| World Investment Advisors |
| 0.04% | 0.04% | #33 | $2.5M | 23,967 | $2.3M | 25,200 | -1,233-4.89% | Reduce |
| Transamerica Financial Advisors, LLC |
| 0.18% | 0.11% | #18 | $2.2M | 21,141 | $1.3M | 14,121 | +7,020+49.71% | Add |
| PRIVATE TRUST CO NA |
| 0.16% | 0.17% | #19 | $2.1M | 20,001 | $1.9M | 21,392 | -1,391-6.50% | Reduce |
| Global Retirement Partners, LLC |
| 0.03% | — | #36 | $2.0M | 19,624 | $0 | 0 | +19,624 | New Buy |
| Regal Investment Advisors LLC |
| 0.1% | 0.1% | #25 | $1.9M | 18,122 | $1.7M | 18,819 | -697-3.70% | Reduce |
| Worth Financial Advisory Group, LLC |
| 0.67% | — | #7 | $1.6M | 15,648 | $0 | 0 | +15,648 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #60 | $1.5M | 14,910 | $1.0M | 11,457 | +3,453+30.14% | Add |
| WORLD EQUITY GROUP, INC. |
| 0.33% | 0.27% | #14 | $1.5M | 14,168 | $1.0M | 11,526 | +2,642+22.92% | Add |
| Perigon Wealth Management, LLC |
| 0.02% | 0.02% | #42 | $1.4M | 13,577 | $1.3M | 14,557 | -980-6.73% | Reduce |
| Perennial Investment Advisors, LLC |
| 0.09% | 0.09% | #26 | $1.3M | 12,530 | $1.2M | 13,077 | -547-4.18% | Reduce |
| Vise Technologies, Inc. |
| 0.01% | — | #46 | $1.2M | 11,577 | $0 | 0 | +11,577 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #64 | $1.0M | 9,755 | $863,000 | 9,635 | +120+1.25% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #86 | $891,074 | 8,707 | $1.3M | 15,024 | -6,317-42.05% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| 0.02% | — | #44 | $884,495 | 8,579 | $0 | 0 | +8,579 | New Buy |
| Ausdal Financial Partners, Inc. |
| 0.03% | 0.04% | #35 | $874,210 | 8,479 | $995,998 | 11,117 | -2,638-23.73% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #83 | $864,000 | 8,376 | $1.7M | 19,509 | -11,133-57.07% | Reduce |
| Lantern Wealth Advisors, LLC |
| 0.37% | 0.35% | #13 | $801,644 | 7,775 | $683,403 | 7,628 | +147+1.93% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.02% | 0.03% | #41 | $778,405 | 7,550 | $676,673 | 7,553 | -3-0.04% | Reduce |
| Belpointe Asset Management LLC |
| 0.02% | — | #40 | $763,469 | 7,405 | $0 | 0 | +7,405 | New Buy |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
| 0.6% | 0.79% | #8 | $746,341 | 7,239 | $893,929 | 9,978 | -2,739-27.45% | Reduce |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #57 | $728,917 | 7,070 | $387,418 | 4,104 | +2,966+72.27% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.03% | 0.01% | #37 | $705,464 | 6,843 | $232,361 | 2,594 | +4,249+163.80% | Add |
| Cornerstone Planning Group LLC |
| 0.08% | 0.09% | #27 | $667,524 | 6,463 | $645,008 | 6,463 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #65 | $664,054 | 6,441 | $575,594 | 6,425 | +16+0.25% | Add |
