| FMR LLC |
| 0.04% | 0.04% | #33 | $1.02B | 26.7M | $818.7M | 25.6M | +1.1M+4.13% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.06% | 0.05% | #28 | $48.3M | 1.3M | $38.7M | 1.2M | +50,821+4.19% | Add |
| RFG Advisory, LLC |
| 0.45% | 0.49% | #14 | $29.0M | 759,366 | $26.9M | 843,183 | -83,817-9.94% | Reduce |
| KOM Wealth Management Group, LLC |
| 9.66% | 9.05% | #1 | $16.0M | 418,435 | $13.3M | 415,240 | +3,195+0.77% | Add |
| Acumen Wealth Advisors, LLC |
| 3.22% | — | #4 | $15.2M | 397,385 | $0 | 0 | +397,385 | New Buy |
| Keenan, LLC |
| 8.32% | 7.8% | #2 | $11.8M | 308,217 | $9.3M | 290,052 | +18,165+6.26% | Add |
| MAI Capital Management |
| 0.04% | 0.05% | #34 | $11.7M | 307,244 | $9.6M | 300,014 | +7,230+2.41% | Add |
| Evernest Financial Advisors, LLC |
| 1.97% | 1.99% | #6 | $9.4M | 246,925 | $9.6M | 272,082 | -25,157-9.25% | Reduce |
| Gaddis Premier Wealth Advisors LLC |
| 5.6% | 5.06% | #3 | $9.2M | 241,185 | $6.9M | 214,864 | +26,321+12.25% | Add |
| NOVEM GROUP |
| 0.88% | 0.75% | #12 | $8.7M | 227,274 | $6.6M | 205,593 | +21,681+10.55% | Add |
| MENORA MIVTACHIM HOLDINGS LTD. |
| 0.03% | 0.03% | #37 | $8.4M | 219,125 | $7.0M | 219,125 | 00.00% | Unchanged |
| PRECEDENT WEALTH PARTNERS, LLC |
| 1.38% | — | #10 | $8.3M | 217,165 | $0 | 0 | +217,165 | New Buy |
| SK Wealth Management, LLC |
| 1.65% | 1.57% | #9 | $7.3M | 194,656 | $5.7M | 174,090 | +20,566+11.81% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #52 | $6.9M | 181,554 | $4.1M | 126,838 | +54,716+43.14% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #56 | $6.9M | 180,959 | $0 | 0 | +180,959 | New Buy |
| SAX WEALTH ADVISORS, LLC |
| 0.24% | 0.29% | #19 | $5.8M | 182,979 | $5.9M | 192,881 | -9,902-5.13% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #45 | $5.2M | 135,211 | $2.0M | 61,638 | +73,573+119.36% | Add |
| Buska Wealth Management, LLC |
| 1.75% | 0.58% | #7 | $4.9M | 127,234 | $1.4M | 45,301 | +81,933+180.86% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #40 | $4.9M | 131,507 | $3.2M | 98,149 | +33,358+33.99% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #64 | $4.8M | 125,944 | $3.2M | 103,755 | +22,189+21.39% | Add |
| Advyzon Investment Management, LLC |
| 0.32% | 0.26% | #16 | $4.4M | 115,144 | $2.9M | 90,566 | +24,578+27.14% | Add |
| Clarity Retirement & Wealth, LLC |
| 2.98% | 2.83% | #5 | $4.3M | 112,926 | $3.5M | 110,020 | +2,906+2.64% | Add |
| Retirement Planning Group, LLC |
| 0.11% | 0.1% | #24 | $4.2M | 110,096 | $3.3M | 103,645 | +6,451+6.22% | Add |
| MFA Wealth Services |
| 1.7% | 1.58% | #8 | $2.8M | 74,539 | $2.4M | 74,752 | -213-0.28% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.03% | 0.03% | #36 | $2.8M | 72,489 | $1.8M | 57,625 | +14,864+25.79% | Add |
| DAHRING {-} CUSMANO LLC |
| 1.36% | 1.1% | #11 | $2.6M | 67,672 | $1.8M | 55,908 | +11,764+21.04% | Add |
| Sigma Planning Corp |
| 0.06% | 0.03% | #29 | $2.3M | 59,144 | $1.2M | 37,826 | +21,318+56.36% | Add |
| Per Stirling Capital Management, LLC. |
| 0.2% | 0.2% | #21 | $2.1M | 54,079 | $1.8M | 57,805 | -3,726-6.45% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | <0.01% | #43 | $1.6M | 41,306 | $977,077 | 30,581 | +10,725+35.07% | Add |
| CMG Global Holdings, LLC |
| 0.54% | — | #13 | $1.3M | 33,396 | $0 | 0 | +33,396 | New Buy |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #54 | $1.2M | 30,600 | $0 | 0 | +30,600 | New Buy |
| PFG Advisors |
| 0.05% | — | #32 | $1.1M | 27,732 | $0 | 0 | +27,732 | New Buy |
| Pines Wealth Management, LLC |
| 0.3% | 0.2% | #17 | $1.1M | 27,662 | $628,840 | 19,682 | +7,980+40.54% | Add |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | <0.01% | #44 | $997,993 | 26,119 | $665,178 | 20,819 | +5,300+25.46% | Add |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| 0.24% | — | #18 | $907,908 | 23,760 | $0 | 0 | +23,760 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #39 | $900,954 | 23,579 | $756,001 | 23,662 | -83-0.35% | Reduce |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.06% | 0.03% | #27 | $778,647 | 20,378 | $315,265 | 9,867 | +10,511+106.53% | Add |
| Creative Planning |
| <0.01% | <0.01% | #61 | $726,514 | 19,014 | $490,422 | 15,350 | +3,664+23.87% | Add |
| BAM Wealth Management, LLC |
| 0.43% | 0.43% | #15 | $687,856 | 18,002 | $569,700 | 17,831 | +171+0.96% | Add |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #57 | $673,055 | 17,928 | $574,059 | 17,928 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #55 | $645,650 | 16,892 | $263,510 | 8,247 | +8,645+104.83% | Add |
| CreativeOne Wealth, LLC |
| 0.01% | 0.01% | #38 | $594,087 | 15,548 | $477,090 | 14,932 | +616+4.13% | Add |
| BENJAMIN EDWARDS INC |
| <0.01% | <0.01% | #46 | $507,149 | 13,273 | $441,633 | 13,823 | -550-3.98% | Reduce |
| Wealth Quarterback LLC |
| 0.15% | 0.17% | #23 | $473,240 | 12,385 | $423,153 | 13,244 | -859-6.49% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #58 | $443,235 | 11,600 | $341,629 | 10,693 | +907+8.48% | Add |
| Bay Capital Advisors, LLC |
| 0.22% | 0.19% | #20 | $408,105 | 10,681 | $311,850 | 9,761 | +920+9.43% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #59 | $401,005 | 10,495 | $353,336 | 11,059 | -564-5.10% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #50 | $397,149 | 10,394 | $311,569 | 9,637 | +757+7.86% | Add |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #42 | $374,422 | 9,799 | $312,756 | 9,789 | +10+0.10% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| <0.01% | <0.01% | #48 | $312,929 | 8,190 | $310,119 | 9,706 | -1,516-15.62% | Reduce |
