| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.08% | #15 | $58.8M | 1.5M | $54.4M | 1.6M | -35,913-2.30% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #49 | $57.4M | 1.5M | $53.0M | 1.5M | -30,767-2.02% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #26 | $19.0M | 493,842 | $16.1M | 463,678 | +30,164+6.51% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #47 | $15.2M | 394,853 | $16.5M | 473,415 | -78,562-16.59% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #42 | $14.9M | 386,552 | $12.0M | 344,579 | +41,973+12.18% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #39 | $9.4M | 244,555 | $5.3M | 153,107 | +91,448+59.73% | Add |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.7% | 0.81% | #6 | $8.5M | 220,817 | $7.7M | 221,548 | -731-0.33% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #51 | $8.5M | 220,463 | $4.4M | 126,010 | +94,453+74.96% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #56 | $8.4M | 218,506 | $6.7M | 191,532 | +26,974+14.08% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.03% | #25 | $7.1M | 185,272 | $7.0M | 202,048 | -16,776-8.30% | Reduce |
| Holland Advisory Services, Inc. |
| 7.84% | — | #1 | $7.1M | 184,197 | $0 | 0 | +184,197 | New Buy |
| D.A. DAVIDSON & CO. |
| 0.04% | 0.04% | #21 | $6.9M | 178,078 | $6.3M | 180,028 | -1,950-1.08% | Reduce |
| OmniStar Financial Group, Inc. |
| 2.59% | 2.46% | #3 | $5.6M | 145,704 | $4.7M | 136,367 | +9,337+6.85% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #65 | $4.9M | 128,403 | $3.3M | 97,815 | +30,588+31.27% | Add |
| Braeburn Wealth Management LLC |
| 1.85% | 2.21% | #4 | $4.3M | 112,099 | $3.9M | 110,922 | +1,177+1.06% | Add |
| Roan Capital Partners |
| 3.2% | 3.58% | #2 | $3.9M | 100,174 | $3.9M | 111,476 | -11,302-10.14% | Reduce |
| Cadent Capital Advisors, LLC |
| 0.61% | 0.62% | #7 | $3.0M | 77,443 | $2.4M | 69,075 | +8,368+12.11% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #71 | $2.6M | 67,320 | $1.9M | 55,766 | +11,554+20.72% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #45 | $2.4M | 62,432 | $2.2M | 61,359 | +1,073+1.75% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #38 | $2.1M | 43,794 | $1.4M | 36,475 | +7,319+20.07% | Add |
| SEI INVESTMENTS CO |
| <0.01% | <0.01% | #54 | $1.9M | 50,249 | $1.3M | 38,411 | +11,838+30.82% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #72 | $1.9M | 49,083 | $0 | 0 | +49,083 | New Buy |
| Kingsview Wealth Management, LLC |
| 0.03% | 0.1% | #22 | $1.8M | 50,667 | $7.6M | 217,862 | -167,195-76.74% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #53 | $1.7M | 45,347 | $1.3M | 36,867 | +8,480+23.00% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #62 | $1.7M | 42,865 | $1.8M | 50,368 | -7,503-14.90% | Reduce |
| Inspire Advisors, LLC |
| 0.11% | 0.12% | #12 | $1.6M | 40,843 | $1.4M | 41,652 | -809-1.94% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #48 | $1.4M | 36,954 | $1.2M | 33,442 | +3,512+10.50% | Add |
| EVERGREEN CAPITAL MANAGEMENT LLC |
| 0.02% | 0.03% | #24 | $1.4M | 35,825 | $1.2M | 35,825 | 00.00% | Unchanged |
| Midwest Financial Network, LLC |
| 0.93% | 0.46% | #5 | $1.4M | 35,525 | $578,075 | 16,607 | +18,918+113.92% | Add |
| BENJAMIN EDWARDS INC |
| 0.01% | 0.01% | #34 | $1.3M | 34,445 | $1.2M | 34,445 | 00.00% | Unchanged |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.02% | 0.02% | #27 | $1.2M | 30,967 | $1.1M | 31,626 | -659-2.08% | Reduce |
| Compound Planning, Inc. |
| 0.03% | 0.03% | #23 | $1.2M | 29,998 | $1.1M | 30,679 | -681-2.22% | Reduce |
| JOHNSON INVESTMENT COUNSEL INC |
| 0.01% | — | #41 | $1.1M | 29,423 | $0 | 0 | +29,423 | New Buy |
| Align Financial, LLC |
| 0.54% | 0.56% | #8 | $1.1M | 28,086 | $977,674 | 28,086 | 00.00% | Unchanged |
| RCS Financial Planning, LLC |
| 0.47% | 0.37% | #9 | $999,363 | 25,944 | $715,276 | 20,548 | +5,396+26.26% | Add |
| Patriot Financial Group Insurance Agency, LLC |
| 0.08% | 0.08% | #13 | $811,883 | 21,077 | $1.4M | 39,760 | -18,683-46.99% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.02% | 0.02% | #28 | $795,207 | 20,644 | $558,318 | 16,039 | +4,605+28.71% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #36 | $754,644 | 19,591 | $661,007 | 18,989 | +602+3.17% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.01% | 0.01% | #40 | $700,582 | 18,188 | $745,441 | 21,415 | -3,227-15.07% | Reduce |
| HBK Sorce Advisory LLC |
| 0.01% | 0.01% | #30 | $679,796 | 17,076 | $640,692 | 17,076 | 00.00% | Unchanged |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #76 | $583,000 | 15,135 | $831,785 | 23,895 | -8,760-36.66% | Reduce |
| Focus Financial Network, Inc. |
| 0.01% | 0.01% | #32 | $399,967 | 10,383 | $296,537 | 8,519 | +1,864+21.88% | Add |
| Clarity Asset Management, Inc. |
| 0.18% | 0.13% | #10 | $376,676 | 9,779 | $261,872 | 7,523 | +2,256+29.99% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #82 | $342,173 | 8,883 | $1.7M | 47,476 | -38,593-81.29% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #64 | $337,743 | 8,768 | $240,816 | 6,918 | +1,850+26.74% | Add |
| Accelerate Investment Advisors LLC |
| 0.18% | 0.16% | #11 | $313,138 | 8,129 | $239,886 | 6,891 | +1,238+17.97% | Add |
| Asset Allocation Strategies LLC |
| 0.05% | 0.05% | #20 | $305,602 | 7,934 | $265,461 | 7,626 | +308+4.04% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #59 | $303,389 | 7,876 | $0 | 0 | +7,876 | New Buy |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #44 | $301,127 | 7,817 | $0 | 0 | +7,817 | New Buy |
| RDA Financial Network |
| 0.06% | — | #16 | $276,959 | 7,190 | $0 | 0 | +7,190 | New Buy |
