| Opal Wealth Advisors, LLC |
| 12.61% | 11.27% | #1 | $58.4M | 681,595 | $49.8M | 662,875 | +18,720+2.82% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #40 | $38.2M | 446,279 | $33.1M | 440,153 | +6,126+1.39% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #31 | $33.5M | 391,188 | $30.5M | 405,270 | -14,082-3.47% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #51 | $28.7M | 334,673 | $30.3M | 363,220 | -28,547-7.86% | Reduce |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #20 | $24.3M | 283,104 | $21.7M | 288,496 | -5,392-1.87% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #26 | $17.3M | 202,085 | $16.0M | 213,321 | -11,236-5.27% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #50 | $11.4M | 132,907 | $19.2M | 255,111 | -122,204-47.90% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #47 | $8.3M | 97,279 | $7.8M | 103,440 | -6,161-5.96% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #49 | $8.1M | 95,063 | $7.0M | 93,355 | +1,708+1.83% | Add |
| M&T BANK CORP |
| 0.02% | 0.03% | #21 | $7.4M | 86,580 | $8.0M | 106,615 | -20,035-18.79% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | <0.01% | #25 | $5.2M | 60,220 | $502,989 | 6,689 | +53,531+800.28% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #37 | $4.7M | 54,660 | $4.9M | 65,713 | -11,053-16.82% | Reduce |
| AA Financial Advisors, LLC |
| 0.54% | 0.54% | #3 | $4.5M | 52,655 | $3.9M | 51,447 | +1,208+2.35% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #39 | $4.1M | 47,565 | $3.2M | 43,172 | +4,393+10.18% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | — | #29 | $4.0M | 46,821 | $0 | 0 | +46,821 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #66 | $3.9M | 45,450 | $1.6M | 21,717 | +23,733+109.28% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #42 | $3.7M | 43,456 | $3.3M | 43,799 | -343-0.78% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.1% | 0.1% | #11 | $3.1M | 36,737 | $2.8M | 36,751 | -14-0.04% | Reduce |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
| 0.75% | 0.96% | #2 | $2.4M | 27,861 | $2.2M | 29,253 | -1,392-4.76% | Reduce |
| PFG Advisors |
| 0.1% | 0.09% | #9 | $2.0M | 23,734 | $1.7M | 23,267 | +467+2.01% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #41 | $1.7M | 20,128 | $1.7M | 23,229 | -3,101-13.35% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #57 | $1.7M | 19,565 | $1.5M | 19,522 | +43+0.22% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #58 | $1.6M | 19,049 | $1.5M | 20,518 | -1,469-7.16% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #74 | $1.4M | 16,428 | $1.2M | 16,056 | +372+2.32% | Add |
| NATURAL INVESTMENTS, LLC |
| 0.3% | 0.28% | #5 | $1.4M | 16,181 | $1.2M | 15,331 | +850+5.54% | Add |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #38 | $1.3M | 14,839 | $1.0M | 13,649 | +1,190+8.72% | Add |
| Cascades Capital Asset Management, LLC |
| 0.44% | 0.45% | #4 | $1.2M | 13,925 | $1.1M | 14,387 | -462-3.21% | Reduce |
| Fortitude Family Office, LLC |
| 0.23% | 0.23% | #6 | $1.2M | 13,600 | $1.0M | 13,600 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #52 | $1.0M | 12,124 | $954,480 | 12,692 | -568-4.48% | Reduce |
| Gateway Wealth Partners, LLC |
| 0.06% | 0.01% | #15 | $1.0M | 11,794 | $246,892 | 3,284 | +8,510+259.14% | Add |
| Family Manage LLC |
| 0.1% | 0.1% | #10 | $981,063 | 11,453 | $861,266 | 11,453 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #70 | $970,781 | 11,333 | $836,598 | 11,125 | +208+1.87% | Add |
| IHT Wealth Management, LLC |
| 0.02% | 0.02% | #24 | $874,763 | 10,212 | $791,781 | 10,529 | -317-3.01% | Reduce |
| PFG Investments, LLC |
| 0.03% | 0.03% | #18 | $772,320 | 9,016 | $678,013 | 9,016 | 00.00% | Unchanged |
| STEPHENS INC /AR/ |
| 0.01% | 0.01% | #30 | $672,944 | 7,856 | $590,771 | 7,856 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #55 | $621,276 | 7,251 | $408,698 | 5,433 | +1,818+33.46% | Add |
| HRT FINANCIAL LP |
| <0.01% | — | #53 | $618,893 | 7,225 | $0 | 0 | +7,225 | New Buy |
| Prospera Financial Services Inc |
| 0.01% | 0.01% | #28 | $603,584 | 7,045 | $558,762 | 7,429 | -384-5.17% | Reduce |
| Golden State Wealth Management, LLC |
| 0.05% | 0.06% | #16 | $600,305 | 7,008 | $565,354 | 7,518 | -510-6.78% | Reduce |
| Corundum Group, Inc. |
| 0.16% | 0.23% | #7 | $547,281 | 6,389 | $480,453 | 6,389 | 00.00% | Unchanged |
| Nuveen, LLC |
| <0.01% | — | #75 | $493,145 | 5,757 | $0 | 0 | +5,757 | New Buy |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #60 | $480,124 | 5,605 | $421,496 | 5,605 | 00.00% | Unchanged |
| May Hill Capital, LLC |
| 0.1% | 0.13% | #12 | $468,046 | 5,464 | $496,740 | 6,033 | -569-9.43% | Reduce |
| AdvisorNet Financial, Inc |
| 0.02% | 0.01% | #22 | $454,426 | 5,305 | $150,926 | 2,007 | +3,298+164.32% | Add |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #34 | $388,553 | 4,536 | $358,629 | 4,769 | -233-4.89% | Reduce |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #36 | $382,395 | 4,464 | $386,405 | 5,138 | -674-13.12% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #69 | $347,140 | 4,053 | $304,751 | 4,053 | 00.00% | Unchanged |
| Rossby Financial, LCC |
| 0.06% | 0.06% | #14 | $339,213 | 3,960 | $299,137 | 3,949 | +11+0.28% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #63 | $339,066 | 3,872 | $292,942 | 3,879 | -7-0.18% | Reduce |
| Kestra Investment Management, LLC |
| 0.01% | 0.01% | #33 | $336,815 | 3,932 | $295,687 | 3,932 | 00.00% | Unchanged |
