| MORGAN STANLEY |
| 0.01% | 0.01% | #66 | $218.2M | 4.5M | $145.6M | 3.2M | +1.3M+40.30% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #83 | $76.1M | 1.6M | $62.3M | 1.4M | +142,980+9.95% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.03% | #56 | $73.1M | 1.5M | $95.1M | 2.2M | -676,751-30.85% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #64 | $58.8M | 1.2M | $53.3M | 1.2M | -10,297-0.84% | Reduce |
| Hennion & Walsh Asset Management, Inc. |
| 1.44% | 1.47% | #4 | $50.5M | 1.0M | $43.6M | 1.0M | +42,316+4.21% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #78 | $48.7M | 1.0M | $45.0M | 1.0M | -26,283-2.53% | Reduce |
| Capital Investment Advisors, LLC |
| 0.52% | 0.55% | #10 | $39.8M | 825,879 | $37.5M | 864,409 | -38,530-4.46% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #82 | $34.2M | 709,561 | $32.6M | 751,451 | -41,890-5.57% | Reduce |
| Sanctuary Advisors, LLC |
| 0.07% | 0.07% | #33 | $15.4M | 320,220 | $13.8M | 318,448 | +1,772+0.56% | Add |
| Pine Valley Investments Ltd Liability Co |
| 0.55% | 0.56% | #9 | $13.9M | 287,723 | $12.1M | 279,318 | +8,405+3.01% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.05% | #37 | $10.6M | 220,274 | $9.7M | 223,472 | -3,198-1.43% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #71 | $9.3M | 193,169 | $10.4M | 240,266 | -47,097-19.60% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #68 | $8.9M | 185,286 | $7.8M | 179,730 | +5,556+3.09% | Add |
| MJP ASSOCIATES INC /ADV |
| 0.95% | 0.89% | #7 | $8.7M | 179,938 | $7.4M | 169,999 | +9,939+5.85% | Add |
| Advisor OS, LLC |
| 0.58% | 0.53% | #8 | $8.7M | 179,938 | $7.4M | 169,999 | +9,939+5.85% | Add |
| Prosperity Financial Group, Inc. |
| 2.32% | 2.41% | #2 | $7.5M | 155,650 | $6.5M | 150,558 | +5,092+3.38% | Add |
| SageGuard Financial Group, LLC |
| 1.03% | 0.76% | #6 | $7.3M | 152,134 | $4.9M | 113,123 | +39,011+34.49% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #74 | $7.1M | 146,321 | $4.9M | 111,929 | +34,392+30.73% | Add |
| PFG Investments, LLC |
| 0.23% | 0.26% | #18 | $5.9M | 123,346 | $5.6M | 130,177 | -6,831-5.25% | Reduce |
| IHT Wealth Management, LLC |
| 0.11% | 0.13% | #28 | $5.1M | 105,259 | $5.5M | 127,432 | -22,173-17.40% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.02% | #53 | $5.1M | 104,975 | $2.2M | 51,512 | +53,463+103.79% | Add |
| Maridea Wealth Management LLC |
| 0.51% | 0.43% | #11 | $4.7M | 98,144 | $3.0M | 68,163 | +29,981+43.98% | Add |
| Coral Wealth Management, LLC |
| 3.77% | — | #1 | $4.6M | 95,393 | $0 | 0 | +95,393 | New Buy |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #104 | $4.2M | 86,498 | $3.9M | 90,599 | -4,101-4.53% | Reduce |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
| 0.51% | 0.36% | #12 | $3.4M | 71,082 | $2.2M | 49,840 | +21,242+42.62% | Add |
| Essex Financial Services, Inc. |
| 0.16% | 0.14% | #25 | $3.2M | 66,168 | $2.6M | 58,849 | +7,319+12.44% | Add |
| Equitable Holdings, Inc. |
| 0.02% | 0.02% | #58 | $3.1M | 64,369 | $2.8M | 61,213 | +3,156+5.16% | Add |
| Bernardo Wealth Planning LLC |
| 0.44% | 0.45% | #14 | $2.6M | 53,636 | $2.3M | 53,574 | +62+0.12% | Add |
| Mutual Advisors, LLC |
| 0.04% | 0.04% | #40 | $2.3M | 46,996 | $2.0M | 45,907 | +1,089+2.37% | Add |
| WEDBUSH SECURITIES INC |
| 0.06% | 0.05% | #35 | $2.2M | 44,879 | $1.6M | 37,385 | +7,494+20.05% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #115 | $2.1M | 43,265 | $1.8M | 42,648 | +617+1.45% | Add |
| COLDSTREAM CAPITAL MANAGEMENT INC |
| 0.02% | 0.02% | #61 | $2.0M | 41,192 | $1.5M | 33,494 | +7,698+22.98% | Add |
| PMG Family Office LLC |
| 1.77% | 1.93% | #3 | $1.9M | 39,958 | $1.7M | 39,771 | +187+0.47% | Add |
| Atria Investments, Inc |
| 0.02% | 0.02% | #57 | $1.9M | 39,727 | $1.6M | 36,131 | +3,596+9.95% | Add |
| Pitti Group Wealth Management, LLC |
| 1.37% | 1.23% | #5 | $1.9M | 38,921 | $1.5M | 35,061 | +3,860+11.01% | Add |
| Accel Wealth Management |
| 0.4% | 0.59% | #15 | $1.8M | 37,230 | $2.3M | 51,990 | -14,760-28.39% | Reduce |
| Patriot Financial Group Insurance Agency, LLC |
| 0.18% | 0.15% | #21 | $1.7M | 35,820 | $2.7M | 61,908 | -26,088-42.14% | Reduce |
| Strategic Wealth Partners, Ltd. |
| 0.11% | 0.13% | #30 | $1.7M | 35,224 | $1.8M | 41,789 | -6,565-15.71% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #99 | $1.6M | 33,649 | $1.5M | 33,649 | 00.00% | Unchanged |
| Chicago Partners Investment Group LLC |
| 0.03% | 0.03% | #50 | $1.5M | 32,538 | $1.4M | 30,226 | +2,312+7.65% | Add |
| SG Americas Securities, LLC |
| <0.01% | <0.01% | #103 | $1.4M | 30,000 | $1.3M | 30,000 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #95 | $1.4M | 28,622 | $941,842 | 21,726 | +6,896+31.74% | Add |
| Wick Capital Partners, LLC |
| 0.2% | 0.22% | #19 | $1.4M | 28,473 | $1.2M | 28,270 | +203+0.72% | Add |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.02% | #54 | $1.3M | 30,014 | $1.3M | 30,014 | 00.00% | Unchanged |
| Alpine Bank Wealth Management |
| 0.16% | 0.12% | #23 | $1.2M | 25,897 | $854,905 | 19,721 | +6,176+31.32% | Add |
| HighPoint Advisor Group LLC |
| 0.04% | 0.05% | #42 | $1.2M | 24,027 | $1.2M | 25,450 | -1,423-5.59% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #93 | $1.1M | 23,761 | $1.0M | 23,951 | -190-0.79% | Reduce |
| BKM Wealth Management, LLC |
| 0.38% | 0.41% | #16 | $1.1M | 22,359 | $1.1M | 26,194 | -3,835-14.64% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.03% | 0.03% | #51 | $958,792 | 19,896 | $685,277 | 15,808 | +4,088+25.86% | Add |
| PRIVATE TRUST CO NA |
| 0.07% | 0.06% | #34 | $889,877 | 18,466 | $704,351 | 16,248 | +2,218+13.65% | Add |
