| Kestra Advisory Services, LLC |
| 0.05% | 0.06% | #20 | $14.1M | 296,823 | $16.9M | 357,600 | -60,777-17.00% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #29 | $13.5M | 286,465 | $11.1M | 236,088 | +50,377+21.34% | Add |
| OneDigital Investment Advisors LLC |
| 0.11% | 0.1% | #15 | $12.6M | 267,285 | $10.6M | 224,482 | +42,803+19.07% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #42 | $9.8M | 207,566 | $11.6M | 245,807 | -38,241-15.56% | Reduce |
| Salus Financial Advisors, LLC |
| 3.87% | 4.33% | #1 | $7.9M | 166,697 | $7.4M | 157,664 | +9,033+5.73% | Add |
| RWA WEALTH PARTNERS, LLC |
| 0.07% | <0.01% | #17 | $6.9M | 146,642 | $449,620 | 9,540 | +137,102+1,437.13% | Add |
| One Capital Management, LLC |
| 0.15% | 0.15% | #13 | $5.4M | 113,740 | $5.4M | 113,740 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #36 | $4.1M | 87,499 | $6.2M | 131,919 | -44,420-33.67% | Reduce |
| Lakeshore Capital Group, Inc. |
| 2.66% | 3.3% | #2 | $3.6M | 76,351 | $4.0M | 85,786 | -9,435-11.00% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #59 | $3.4M | 72,002 | $3.1M | 64,560 | +7,442+11.53% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #60 | $3.2M | 67,981 | $2.6M | 55,100 | +12,881+23.38% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #51 | $3.2M | 67,091 | $3.5M | 73,473 | -6,382-8.69% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #61 | $2.7M | 57,531 | $2.8M | 60,280 | -2,749-4.56% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #50 | $2.6M | 55,980 | $4.6M | 98,571 | -42,591-43.21% | Reduce |
| Millington Financial Advisors, LLC |
| 0.94% | 0.95% | #4 | $2.4M | 52,113 | $2.3M | 47,526 | +4,587+9.65% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #41 | $2.4M | 50,890 | $827,618 | 17,560 | +33,330+189.81% | Add |
| ISLAY CAPITAL MANAGEMENT, LLC |
| 1.03% | 0.95% | #3 | $2.2M | 47,166 | $1.9M | 39,757 | +7,409+18.64% | Add |
| ARWA LLC |
| 0.89% | 0.99% | #5 | $2.2M | 46,022 | $2.0M | 42,007 | +4,015+9.56% | Add |
| Valmark Advisers, Inc. |
| 0.02% | 0.02% | #24 | $1.9M | 39,604 | $1.8M | 37,963 | +1,641+4.32% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #64 | $1.7M | 35,585 | $2.5M | 54,005 | -18,420-34.11% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.02% | #25 | $1.6M | 34,148 | $1.5M | 31,150 | +2,998+9.62% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #63 | $1.3M | 27,313 | $2.9M | 61,211 | -33,898-55.38% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #62 | $1.3M | 26,867 | $1.2M | 25,386 | +1,481+5.83% | Add |
| CULLEN/FROST BANKERS, INC. |
| 0.01% | 0.01% | #28 | $1.3M | 26,693 | $1.1M | 22,591 | +4,102+18.16% | Add |
| &PARTNERS |
| <0.01% | 0.01% | #37 | $1.1M | 22,847 | $1.0M | 25,038 | -2,191-8.75% | Reduce |
| Midwest Financial Network, LLC |
| 0.67% | 0.39% | #6 | $975,585 | 20,692 | $495,340 | 10,510 | +10,182+96.88% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #55 | $963,656 | 20,305 | $743,218 | 15,877 | +4,428+27.89% | Add |
| MONEY CONCEPTS CAPITAL CORP |
| 0.04% | 0.04% | #21 | $877,984 | 18,040 | $664,330 | 13,869 | +4,171+30.07% | Add |
| CALTON & ASSOCIATES, INC. |
| 0.13% | 0.12% | #14 | $873,444 | 18,525 | $812,243 | 17,234 | +1,291+7.49% | Add |
| Kapstone Financial Advisors LLC |
| 0.36% | 0.37% | #8 | $859,450 | 18,228 | $750,074 | 15,915 | +2,313+14.53% | Add |
| TD Waterhouse Canada Inc. |
| <0.01% | <0.01% | #43 | $852,975 | 18,130 | $771,686 | 16,384 | +1,746+10.66% | Add |
| Sugar Maple Asset Management, LLC |
| 0.52% | 0.45% | #7 | $800,031 | 16,968 | $740,986 | 15,722 | +1,246+7.93% | Add |
| RCS Financial Planning, LLC |
| 0.35% | 0.39% | #10 | $738,126 | 15,593 | $756,014 | 15,981 | -388-2.43% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #30 | $667,815 | 14,164 | $0 | 0 | +14,164 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #57 | $619,788 | 13,145 | $537,025 | 11,395 | +1,750+15.36% | Add |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
| 0.36% | 0.44% | #9 | $612,709 | 12,995 | $612,449 | 12,995 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #32 | $566,743 | 12,020 | $561,460 | 11,913 | +107+0.90% | Add |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #38 | $561,085 | 11,900 | $569,368 | 11,904 | -4-0.03% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.01% | 0.01% | #31 | $560,998 | 11,898 | $335,316 | 7,115 | +4,783+67.22% | Add |
| FORONJY FINANCIAL LLC |
| 0.2% | 0.12% | #11 | $554,338 | 11,757 | $284,356 | 6,033 | +5,724+94.88% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #35 | $538,952 | 11,431 | $451,387 | 9,577 | +1,854+19.36% | Add |
| Glen Eagle Advisors, LLC |
| 0.07% | 0.07% | #16 | $535,305 | 11,353 | $534,995 | 11,351 | +2+0.02% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #44 | $529,216 | 11,224 | $517,514 | 10,981 | +243+2.21% | Add |
| Dynamic Advisor Solutions LLC |
| 0.01% | — | #26 | $517,411 | 10,631 | $0 | 0 | +10,631 | New Buy |
| PARK AVENUE SECURITIES LLC |
| <0.01% | <0.01% | #40 | $460,184 | 9,760 | $392,000 | 8,324 | +1,436+17.25% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #71 | $440,522 | 9,343 | $323,181 | 6,747 | +2,596+38.48% | Add |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #56 | $386,029 | 8,189 | $385,374 | 8,189 | 00.00% | Unchanged |
| Marshall Financial Group, LLC |
| 0.05% | 0.06% | #19 | $342,800 | 7,270 | $391,471 | 8,306 | -1,036-12.47% | Reduce |
| Griffith & Werner, Inc. |
| 0.16% | 0.17% | #12 | $340,000 | 7,204 | $337,616 | 7,164 | +40+0.56% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #54 | $295,489 | 6,267 | $295,000 | 6,265 | +2+0.03% | Add |
