| Harel Insurance Investments & Financial Services Ltd. |
| 1.18% | 1.2% | #5 | $243.1M | 5.3M | $176.7M | 4.0M | +1.4M+34.39% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #64 | $49.0M | 1.1M | $44.4M | 994,066 | +77,517+7.80% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #66 | $38.4M | 840,063 | $27.0M | 603,804 | +236,259+39.13% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #81 | $31.3M | 683,110 | $40.8M | 912,527 | -229,417-25.14% | Reduce |
| WCG Wealth Advisors LLC |
| 0.46% | 0.51% | #10 | $19.4M | 424,562 | $18.3M | 409,261 | +15,301+3.74% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.05% | #37 | $16.8M | 366,437 | $19.2M | 429,595 | -63,158-14.70% | Reduce |
| Kestra Advisory Services, LLC |
| 0.05% | 0.06% | #29 | $15.6M | 341,451 | $16.5M | 368,535 | -27,084-7.35% | Reduce |
| Mutual Advisors, LLC |
| 0.22% | 0.23% | #13 | $11.4M | 249,563 | $10.7M | 239,548 | +10,015+4.18% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #110 | $10.8M | 235,721 | $12,545 | 302 | +235,419+77,953.31% | Add |
| NewSquare Capital LLC |
| 0.74% | 0.66% | #7 | $10.0M | 218,964 | $7.6M | 170,833 | +48,131+28.17% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #62 | $9.9M | 216,891 | $7.4M | 164,942 | +51,949+31.50% | Add |
| D.A. DAVIDSON & CO. |
| 0.05% | 0.06% | #28 | $9.4M | 205,794 | $10.3M | 230,348 | -24,554-10.66% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #76 | $9.1M | 197,816 | $9.1M | 203,973 | -6,157-3.02% | Reduce |
| Proactive Wealth Strategies LLC |
| 1.4% | 1.61% | #4 | $8.7M | 190,085 | $8.5M | 191,122 | -1,037-0.54% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #100 | $7.4M | 160,686 | $6.7M | 149,844 | +10,842+7.24% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #80 | $6.7M | 145,898 | $5.8M | 130,175 | +15,723+12.08% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.16% | 0.21% | #17 | $6.4M | 139,107 | $6.6M | 147,894 | -8,787-5.94% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.02% | #58 | $5.9M | 128,573 | $8.2M | 184,178 | -55,605-30.19% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.02% | #65 | $5.6M | 121,391 | $6.2M | 138,129 | -16,738-12.12% | Reduce |
| World Investment Advisors |
| 0.08% | 0.08% | #23 | $4.9M | 110,090 | $4.9M | 110,090 | 00.00% | Unchanged |
| Prosperity Financial Group, Inc. |
| 1.5% | 1.74% | #2 | $4.8M | 105,943 | $4.7M | 105,409 | +534+0.51% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 2% | — | #1 | $4.7M | 101,945 | $0 | 0 | +101,945 | New Buy |
| IFP Advisors, Inc |
| 0.08% | 0.04% | #22 | $4.6M | 101,253 | $2.1M | 47,547 | +53,706+112.95% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #109 | $4.5M | 97,388 | $8.2M | 182,978 | -85,590-46.78% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.04% | 0.08% | #34 | $4.1M | 90,553 | $7.9M | 177,334 | -86,781-48.94% | Reduce |
| ASSETMARK, INC |
| 0.01% | 0.01% | #78 | $4.1M | 88,875 | $3.3M | 74,318 | +14,557+19.59% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #82 | $3.8M | 83,832 | $2.7M | 61,070 | +22,762+37.27% | Add |
| Garden State Investment Advisory Services LLC |
| 0.62% | 0.59% | #9 | $3.4M | 75,097 | $2.7M | 59,850 | +15,247+25.48% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.07% | #68 | $3.2M | 70,817 | $18.2M | 406,404 | -335,587-82.57% | Reduce |
| BIP Wealth, LLC |
| 0.09% | 0.01% | #20 | $3.2M | 70,412 | $236,988 | 5,301 | +65,111+1,228.28% | Add |
| &PARTNERS |
| 0.01% | 0.08% | #63 | $2.8M | 60,430 | $16.4M | 366,350 | -305,920-83.50% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #61 | $2.6M | 57,330 | $2.2M | 48,225 | +9,105+18.88% | Add |
| Concorde Asset Management, LLC |
| 1.49% | 1.24% | #3 | $2.6M | 56,443 | $2.5M | 56,406 | +37+0.07% | Add |
| FLOW TRADERS U.S. LLC |
| 0.11% | 0.09% | #19 | $2.6M | 55,808 | $2.8M | 63,012 | -7,204-11.43% | Reduce |
| Sigma Planning Corp |
| 0.06% | 0.08% | #27 | $2.5M | 53,574 | $2.7M | 61,324 | -7,750-12.64% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.12% | 0.14% | #18 | $2.0M | 43,948 | $1.9M | 42,876 | +1,072+2.50% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #86 | $2.0M | 44,579 | $3.4M | 74,855 | -30,276-40.45% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #117 | $2.0M | 43,185 | $1.6M | 35,130 | +8,055+22.93% | Add |
| Buska Wealth Management, LLC |
| 0.63% | 0.24% | #8 | $1.7M | 38,200 | $587,358 | 13,137 | +25,063+190.78% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #116 | $1.7M | 37,101 | $2.7M | 59,626 | -22,525-37.78% | Reduce |
| Tower Research Capital LLC (TRC) |
| 0.04% | 0.01% | #33 | $1.6M | 35,695 | $325,891 | 7,289 | +28,406+389.71% | Add |
| RFG Advisory, LLC |
| 0.02% | — | #44 | $1.4M | 29,748 | $0 | 0 | +29,748 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #96 | $1.3M | 28,583 | $1.3M | 28,271 | +312+1.10% | Add |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.05% | — | #31 | $1.3M | 28,150 | $0 | 0 | +28,150 | New Buy |
| Owen LaRue, LLC |
| 0.43% | 0.48% | #11 | $1.2M | 26,800 | $1.2M | 27,800 | -1,000-3.60% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #119 | $1.2M | 26,024 | $0 | 0 | +26,024 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #104 | $1.1M | 23,520 | $745,893 | 16,683 | +6,837+40.98% | Add |
| Gladstone Institutional Advisory LLC |
| 0.03% | 0.04% | #38 | $1.1M | 23,510 | $1.1M | 24,092 | -582-2.42% | Reduce |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.03% | 0.02% | #39 | $1.0M | 22,689 | $245,028 | 5,358 | +17,331+323.46% | Add |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
| 0.18% | 0.25% | #14 | $976,950 | 21,345 | $928,575 | 20,769 | +576+2.77% | Add |
