| EverSource Wealth Advisors, LLC |
| 0.18% | 0.18% | #2 | $5.5M | 183,118 | $5.8M | 224,789 | -41,671-18.54% | Reduce |
| ATWOOD & PALMER INC |
| 0.2% | 0.18% | #1 | $3.7M | 123,009 | $3.2M | 123,235 | -226-0.18% | Reduce |
| Advisory Services Network, LLC |
| 0.03% | 0.03% | #5 | $3.0M | 101,391 | $2.5M | 96,604 | +4,787+4.96% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #7 | $1.1M | 36,891 | $932,889 | 35,816 | +1,075+3.00% | Add |
| Newman Dignan & Sheerar, Inc. |
| 0.16% | 0.15% | #3 | $852,925 | 28,504 | $719,297 | 27,722 | +782+2.82% | Add |
| Accurate Wealth Management, LLC |
| 0.07% | 0.06% | #4 | $782,059 | 25,976 | $500,615 | 18,666 | +7,310+39.16% | Add |
| CIBC WORLD MARKET INC. |
| <0.01% | <0.01% | #9 | $653,818 | 21,850 | $398,333 | 15,350 | +6,500+42.35% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #10 | $544,449 | 18,195 | $0 | 0 | +18,195 | New Buy |
| TECTONIC ADVISORS LLC |
| 0.01% | — | #6 | $232,202 | 7,760 | $0 | 0 | +7,760 | New Buy |
| GTS SECURITIES LLC |
| <0.01% | — | #8 | $228,283 | 7,629 | $0 | 0 | +7,629 | New Buy |
