| LPL Financial LLC |
| 0.01% | 0.02% | #60 | $50.1M | 662,654 | $63.8M | 843,701 | -181,047-21.46% | Reduce |
| Lido Advisors, LLC |
| 0.13% | — | #29 | $46.7M | 617,696 | $0 | 0 | +617,696 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #71 | $40.0M | 528,454 | $36.5M | 482,261 | +46,193+9.58% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #77 | $28.5M | 377,028 | $8.6M | 114,188 | +262,840+230.18% | Add |
| Coston, McIsaac & Partners |
| 4.51% | 4.26% | #3 | $21.9M | 289,749 | $18.2M | 240,647 | +49,102+20.40% | Add |
| Pines Wealth Management, LLC |
| 5.86% | 4.26% | #2 | $20.4M | 269,259 | $13.2M | 174,037 | +95,222+54.71% | Add |
| RFP Financial Group LLC |
| 8.87% | 11.53% | #1 | $19.8M | 261,650 | $21.2M | 280,450 | -18,800-6.70% | Reduce |
| Pathway Financial Advisors LLC |
| 1.82% | 2.39% | #6 | $15.6M | 207,201 | $19.3M | 255,581 | -48,380-18.93% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.01% | #53 | $15.2M | 201,506 | $10.5M | 138,543 | +62,963+45.45% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #73 | $14.6M | 193,087 | $11.7M | 154,167 | +38,920+25.25% | Add |
| Zhang Financial LLC |
| 0.31% | 0.32% | #19 | $10.7M | 141,305 | $9.3M | 122,652 | +18,653+15.21% | Add |
| Hikari Power Ltd |
| 1.21% | 0.9% | #8 | $10.4M | 136,950 | $10.4M | 136,950 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #78 | $10.1M | 133,105 | $8.3M | 109,751 | +23,354+21.28% | Add |
| Strategic Investment Solutions, Inc. /IL |
| 1.85% | 2.4% | #5 | $8.1M | 107,165 | $9.9M | 130,494 | -23,329-17.88% | Reduce |
| Farther Finance Advisors, LLC |
| 0.06% | 0.08% | #37 | $7.8M | 102,867 | $8.4M | 111,336 | -8,469-7.61% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #87 | $5.5M | 72,598 | $5.5M | 72,598 | 00.00% | Unchanged |
| GUYASUTA INVESTMENT ADVISORS INC |
| 0.28% | 0.34% | #21 | $5.4M | 71,152 | $5.9M | 77,552 | -6,400-8.25% | Reduce |
| Waverly Advisors, LLC |
| 0.03% | 0.03% | #47 | $5.2M | 68,979 | $4.0M | 52,619 | +16,360+31.09% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #81 | $5.1M | 67,712 | $1.3M | 17,264 | +50,448+292.22% | Add |
| Values First Advisors, Inc. |
| 1.97% | — | #4 | $4.3M | 56,869 | $0 | 0 | +56,869 | New Buy |
| Capital Investment Services of America, Inc. |
| 0.41% | 0.41% | #16 | $4.2M | 55,604 | $3.9M | 51,992 | +3,612+6.95% | Add |
| NewEdge Wealth, LLC |
| 0.04% | 0.01% | #46 | $3.7M | 48,517 | $938,789 | 12,408 | +36,109+291.01% | Add |
| Keystone Wealth Services, LLC |
| 0.6% | 0.75% | #11 | $3.2M | 42,476 | $3.5M | 46,535 | -4,059-8.72% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #83 | $3.0M | 39,782 | $1.7M | 22,250 | +17,532+78.80% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #69 | $2.8M | 37,341 | $2.5M | 33,660 | +3,681+10.94% | Add |
| BOSTON FAMILY OFFICE LLC |
| 0.16% | 0.15% | #26 | $2.6M | 34,110 | $2.3M | 29,994 | +4,116+13.72% | Add |
| TFO Wealth Partners, LLC |
| 0.24% | 0.18% | #23 | $2.2M | 29,114 | $1.3M | 17,521 | +11,593+66.17% | Add |
| North Capital, Inc. |
| 1.6% | 1.8% | #7 | $2.1M | 28,027 | $2.1M | 28,057 | -30-0.11% | Reduce |
| Sara-Bay Financial |
| 0.53% | — | #13 | $2.0M | 26,500 | $0 | 0 | +26,500 | New Buy |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.09% | 0.07% | #33 | $1.9M | 24,672 | $1.1M | 14,250 | +10,422+73.14% | Add |
| Modera Wealth Management, LLC |
| 0.02% | <0.01% | #54 | $1.7M | 22,171 | $273,663 | 3,617 | +18,554+512.97% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #79 | $1.6M | 21,280 | $1.2M | 16,019 | +5,261+32.84% | Add |
| HB Wealth Management, LLC |
| 0.01% | — | #62 | $1.6M | 20,931 | $0 | 0 | +20,931 | New Buy |
| Planning Center, Inc. |
| 0.14% | 0.19% | #27 | $1.5M | 20,119 | $1.8M | 24,223 | -4,104-16.94% | Reduce |
| CULBERTSON A N & CO INC |
| 0.17% | 0.08% | #25 | $1.5M | 19,588 | $582,582 | 7,700 | +11,888+154.39% | Add |
| Steele Capital Management, Inc. |
| 0.05% | 0.08% | #42 | $1.4M | 17,982 | $2.0M | 26,026 | -8,044-30.91% | Reduce |
| Attessa Capital LLC |
| 0.58% | 0.34% | #12 | $1.3M | 17,058 | $619,504 | 8,188 | +8,870+108.33% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #75 | $1.3M | 16,762 | $1.3M | 16,688 | +74+0.44% | Add |
| Sierra Capital LLC |
| 0.12% | 0.15% | #30 | $1.3M | 16,687 | $1.3M | 16,687 | 00.00% | Unchanged |
| HARBOUR INVESTMENT MANAGEMENT LLC |
| 0.63% | 0.68% | #10 | $1.2M | 16,183 | $1.2M | 16,448 | -265-1.61% | Reduce |
| Maloon Powers Pitre Higgins & Dennehy, LLC |
| 0.39% | — | #17 | $1.1M | 15,149 | $0 | 0 | +15,149 | New Buy |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. |
| 0.79% | 0.88% | #9 | $1.1M | 14,952 | $1.1M | 14,952 | 00.00% | Unchanged |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.02% | #50 | $1.1M | 14,920 | $1.1M | 14,920 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #80 | $1.0M | 13,400 | $1.7M | 22,636 | -9,236-40.80% | Reduce |
| ORSER CAPITAL MANAGEMENT, LLC |
| 0.52% | 0.65% | #14 | $1.0M | 13,230 | $1.0M | 13,230 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #92 | $933,115 | 12,333 | $3.8M | 50,402 | -38,069-75.53% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | 0.01% | #66 | $904,742 | 11,958 | $1.9M | 24,749 | -12,791-51.68% | Reduce |
| Savvy Advisors, Inc. |
| 0.02% | 0.02% | #52 | $900,391 | 11,900 | $865,381 | 11,438 | +462+4.04% | Add |
| Tower Research Capital LLC (TRC) |
| 0.02% | — | #49 | $876,521 | 11,585 | $0 | 0 | +11,585 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #70 | $876,192 | 11,581 | $722,052 | 9,543 | +2,038+21.36% | Add |
