| McAdam, LLC |
| 3.15% | 1.19% | #4 | $81.6M | 2.2M | $26.4M | 834,445 | +1.4M+169.31% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.04% | #28 | $32.7M | 899,844 | $31.8M | 1.0M | -108,445-10.76% | Reduce |
| Storgate, LLC |
| 6.09% | 7.96% | #2 | $29.4M | 808,490 | $10.1M | 321,309 | +487,181+151.62% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #44 | $20.1M | 553,434 | $17.7M | 559,690 | -6,256-1.12% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.01% | #34 | $17.1M | 470,581 | $6.9M | 219,673 | +250,908+114.22% | Add |
| MAI Capital Management |
| 0.04% | 0.05% | #29 | $10.3M | 284,114 | $8.6M | 273,796 | +10,318+3.77% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #60 | $9.6M | 263,929 | $9.5M | 301,327 | -37,398-12.41% | Reduce |
| Salus Financial Advisors, LLC |
| 4.72% | 4.73% | #3 | $9.6M | 263,360 | $8.1M | 256,973 | +6,387+2.49% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #53 | $9.5M | 261,869 | $7.5M | 238,614 | +23,255+9.75% | Add |
| Clarity Retirement & Wealth, LLC |
| 6.38% | 6.24% | #1 | $9.2M | 254,398 | $7.7M | 244,935 | +9,463+3.86% | Add |
| Advyzon Investment Management, LLC |
| 0.67% | 0.58% | #13 | $9.2M | 253,436 | $6.4M | 204,203 | +49,233+24.11% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.02% | #33 | $8.3M | 227,161 | $6.6M | 207,746 | +19,415+9.35% | Add |
| Landing Point Financial Group, LLC |
| 2.45% | — | #6 | $7.2M | 198,585 | $0 | 0 | +198,585 | New Buy |
| Arkadios Wealth Advisors |
| 0.11% | 0.11% | #21 | $7.1M | 195,868 | $6.6M | 207,872 | -12,004-5.77% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #45 | $6.0M | 164,059 | $5.5M | 173,625 | -9,566-5.51% | Reduce |
| Smartleaf Asset Management LLC |
| 0.19% | 0.18% | #18 | $5.8M | 160,405 | $4.9M | 160,405 | 00.00% | Unchanged |
| Mayfair Advisory Group, LLC |
| 1.73% | 1.61% | #8 | $5.7M | 167,150 | $4.6M | 145,666 | +21,484+14.75% | Add |
| NewEdge Advisors, LLC |
| 0.02% | 0.01% | #38 | $5.2M | 143,837 | $2.6M | 83,104 | +60,733+73.08% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.06% | 0.04% | #27 | $4.8M | 131,560 | $2.9M | 91,135 | +40,425+44.36% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #41 | $4.2M | 115,522 | $3.0M | 96,482 | +19,040+19.73% | Add |
| New Insight Wealth Advisors |
| 1.06% | 0.81% | #9 | $3.6M | 98,842 | $2.3M | 71,800 | +27,042+37.66% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #42 | $3.4M | 93,591 | $2.9M | 92,302 | +1,289+1.40% | Add |
| S Harris Financial Group, LLC |
| 2.46% | 2.53% | #5 | $3.2M | 87,529 | $2.8M | 87,986 | -457-0.52% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #57 | $3.0M | 83,479 | $3.0M | 95,053 | -11,574-12.18% | Reduce |
| Vise Technologies, Inc. |
| 0.03% | — | #32 | $2.8M | 76,736 | $0 | 0 | +76,736 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #64 | $2.4M | 65,988 | $17.9M | 565,645 | -499,657-88.33% | Reduce |
| REDW Wealth LLC |
| 0.84% | 0.7% | #10 | $2.3M | 64,653 | $1.8M | 55,512 | +9,141+16.47% | Add |
| Payne Capital LLC |
| 1.95% | 1.87% | #7 | $2.3M | 64,361 | $2.0M | 64,361 | 00.00% | Unchanged |
| OLD MISSION CAPITAL LLC |
| 0.03% | 0.07% | #30 | $2.2M | 59,736 | $4.2M | 132,233 | -72,497-54.83% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #65 | $2.2M | 59,710 | $2.0M | 62,171 | -2,461-3.96% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #67 | $2.1M | 58,089 | $1.4M | 46,856 | +11,233+23.97% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #51 | $2.1M | 58,010 | $1.4M | 45,401 | +12,609+27.77% | Add |
| SMITH, MOORE & CO. |
| 0.08% | 0.07% | #22 | $1.3M | 34,954 | $1.0M | 32,125 | +2,829+8.81% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #40 | $1.2M | 32,969 | $1.1M | 33,443 | -474-1.42% | Reduce |
| Cassilly Financial Group LLC |
| 0.81% | 0.68% | #11 | $1.1M | 30,705 | $784,889 | 24,854 | +5,851+23.54% | Add |
| Investmark Advisory Group LLC |
| 0.41% | 0.38% | #14 | $1.1M | 29,667 | $884,793 | 28,017 | +1,650+5.89% | Add |
| BG Investment Services, LLC |
| 0.76% | 0.64% | #12 | $1.1M | 29,235 | $774,484 | 24,525 | +4,710+19.20% | Add |
| Stratos Wealth Advisors, LLC |
| 0.06% | 0.06% | #26 | $1.0M | 28,899 | $962,711 | 30,484 | -1,585-5.20% | Reduce |
| Merit Financial Group, LLC |
| 0.01% | 0.01% | #43 | $903,982 | 24,883 | $759,044 | 24,036 | +847+3.52% | Add |
| IFP Advisors, Inc |
| 0.02% | 0.02% | #37 | $869,922 | 23,945 | $751,825 | 23,807 | +138+0.58% | Add |
| FMR LLC |
| <0.01% | <0.01% | #74 | $867,777 | 23,886 | $581,347 | 18,409 | +5,477+29.75% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.02% | 0.02% | #36 | $812,920 | 22,376 | $712,476 | 22,561 | -185-0.82% | Reduce |
| Arax Advisory Partners |
| 0.01% | 0.01% | #47 | $792,408 | 21,811 | $321,674 | 10,186 | +11,625+114.13% | Add |
| Waverly Advisors, LLC |
| <0.01% | <0.01% | #52 | $577,393 | 15,893 | $501,901 | 15,893 | 00.00% | Unchanged |
| DAHRING {-} CUSMANO LLC |
| 0.29% | 0.31% | #16 | $554,955 | 15,275 | $496,208 | 15,713 | -438-2.79% | Reduce |
| Whipplewood Advisors, LLC |
| 0.33% | 0.24% | #15 | $496,776 | 13,674 | $454,436 | 14,390 | -716-4.98% | Reduce |
| Archer Investment Management, LLC |
| 0.16% | 0.18% | #19 | $480,765 | 13,233 | $431,518 | 13,664 | -431-3.15% | Reduce |
| LPL Financial LLC |
| <0.01% | — | #70 | $465,605 | 12,816 | $0 | 0 | +12,816 | New Buy |
| Cyndeo Wealth Partners, LLC |
| 0.02% | 0.02% | #35 | $414,671 | 11,414 | $360,549 | 11,417 | -3-0.03% | Reduce |
| Tanager Wealth Management LLP |
| 0.03% | 0.03% | #31 | $389,966 | 10,734 | $338,980 | 10,734 | 00.00% | Unchanged |
