| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.02% | #67 | $10.7M | 207,528 | $13.8M | 288,263 | -80,735-28.01% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #92 | $9.8M | 190,735 | $6.3M | 131,091 | +59,644+45.50% | Add |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
| 2.37% | 2.44% | #3 | $9.5M | 185,611 | $8.9M | 185,895 | -284-0.15% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #98 | $7.0M | 136,288 | $6.1M | 127,499 | +8,789+6.89% | Add |
| IFP Advisors, Inc |
| 0.12% | 0.12% | #34 | $6.5M | 125,779 | $6.0M | 125,779 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| 0.08% | 0.09% | #38 | $6.1M | 117,838 | $5.6M | 117,736 | +102+0.09% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #79 | $6.0M | 117,291 | $5.3M | 111,285 | +6,006+5.40% | Add |
| Waverly Advisors, LLC |
| 0.03% | 0.04% | #54 | $5.3M | 104,132 | $5.0M | 104,332 | -200-0.19% | Reduce |
| REAP Financial Group, LLC |
| 0.87% | 0.95% | #6 | $5.1M | 98,974 | $4.8M | 100,760 | -1,786-1.77% | Reduce |
| WINNACLE WEALTH LLC |
| 3.35% | 3.66% | #1 | $4.9M | 95,872 | $4.7M | 99,091 | -3,219-3.25% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #81 | $4.5M | 88,025 | $4.0M | 83,339 | +4,686+5.62% | Add |
| OPPENHEIMER & CO INC |
| 0.04% | 0.05% | #48 | $4.2M | 81,838 | $4.3M | 90,005 | -8,167-9.07% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.02% | #68 | $4.0M | 77,006 | $4.8M | 99,380 | -22,374-22.51% | Reduce |
| Horizon Investments, LLC |
| 0.04% | 0.07% | #51 | $3.9M | 76,109 | $6.4M | 133,384 | -57,275-42.94% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.2% | 0.19% | #22 | $3.9M | 76,109 | $3.3M | 67,875 | +8,234+12.13% | Add |
| 1ST SOURCE BANK |
| 0.17% | 0.21% | #26 | $3.8M | 73,255 | $4.1M | 86,361 | -13,106-15.18% | Reduce |
| Echo Wealth Management, LLC |
| 1.9% | 1.94% | #4 | $3.7M | 72,423 | $3.4M | 70,275 | +2,148+3.06% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #86 | $3.3M | 65,108 | $3.3M | 68,140 | -3,032-4.45% | Reduce |
| PRECEDENT WEALTH PARTNERS, LLC |
| 0.55% | 0.64% | #10 | $3.3M | 64,209 | $3.2M | 66,686 | -2,477-3.71% | Reduce |
| Tanglewood Legacy Advisors, LLC |
| 1.05% | 1.1% | #5 | $3.3M | 63,336 | $3.0M | 63,336 | 00.00% | Unchanged |
| Ashton Thomas Private Wealth, LLC |
| 0.07% | 0.05% | #41 | $3.2M | 63,291 | $2.1M | 43,134 | +20,157+46.73% | Add |
| Advisory Services Network, LLC |
| 0.03% | 0.04% | #53 | $3.1M | 59,848 | $3.0M | 62,178 | -2,330-3.75% | Reduce |
| Benson Wealth Management INC |
| 2.96% | 5.24% | #2 | $2.9M | 57,282 | $3.8M | 79,960 | -22,678-28.36% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #104 | $2.9M | 57,245 | $3.0M | 61,796 | -4,551-7.36% | Reduce |
| Mutual Advisors, LLC |
| 0.05% | 0.06% | #43 | $2.9M | 56,246 | $2.7M | 56,554 | -308-0.54% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #90 | $2.3M | 44,119 | $2.4M | 49,895 | -5,776-11.58% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #95 | $1.8M | 35,415 | $1.0M | 21,323 | +14,092+66.09% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #87 | $1.7M | 32,956 | $1.3M | 27,303 | +5,653+20.70% | Add |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.02% | #58 | $1.5M | 28,826 | $1.1M | 23,941 | +4,885+20.40% | Add |
| Spectrum Asset Management, Inc. (NB/CA) |
| 0.4% | 0.43% | #13 | $1.5M | 28,381 | $1.4M | 28,381 | 00.00% | Unchanged |
| Arkadios Wealth Advisors |
| 0.02% | 0.02% | #59 | $1.4M | 27,655 | $1.1M | 23,585 | +4,070+17.26% | Add |
| Nova Wealth Management, Inc. |
| 0.73% | 0.83% | #7 | $1.3M | 25,895 | $1.3M | 26,574 | -679-2.56% | Reduce |
| Castleview Partners, LLC |
| 0.58% | 0.63% | #9 | $1.3M | 25,526 | $1.2M | 25,526 | 00.00% | Unchanged |
| Keystone Wealth Services, LLC |
| 0.24% | 0.27% | #17 | $1.3M | 25,048 | $1.2M | 25,971 | -923-3.55% | Reduce |
| McKinley Carter Wealth Services, Inc. |
| 0.06% | 0.06% | #42 | $1.2M | 22,535 | $1.1M | 22,535 | 00.00% | Unchanged |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.49% | — | #11 | $1.1M | 22,354 | $0 | 0 | +22,354 | New Buy |
| Buck Wealth Strategies, LLC |
| 0.12% | 0.13% | #33 | $1.1M | 22,233 | $1.1M | 22,292 | -59-0.26% | Reduce |
| Bluespring Wealth Management, LLC |
| 0.02% | — | #60 | $1.1M | 21,362 | $0 | 0 | +21,362 | New Buy |
| Madrona Financial Services, LLC |
| 0.19% | 0.33% | #23 | $1.1M | 20,601 | $1.5M | 31,081 | -10,480-33.72% | Reduce |
| Wood Tarver Financial Group, LLC |
| 0.24% | 0.29% | #16 | $1.0M | 19,863 | $1.1M | 22,088 | -2,225-10.07% | Reduce |
| Commonwealth Financial Services, LLC |
| 0.14% | 0.17% | #29 | $1.0M | 19,573 | $1.1M | 22,523 | -2,950-13.10% | Reduce |
| Ignite Planners, LLC |
| 0.13% | 0.14% | #30 | $967,126 | 18,834 | $902,250 | 18,834 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #116 | $961,612 | 18,798 | $276,922 | 5,865 | +12,933+220.51% | Add |
| LVZ, Inc. |
| 0.09% | 0.1% | #37 | $902,733 | 17,580 | $842,177 | 17,580 | 00.00% | Unchanged |
| Mission Financial Group, LLC |
| 0.73% | 0.85% | #8 | $874,829 | 17,037 | $906,803 | 18,568 | -1,531-8.25% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #74 | $870,896 | 16,960 | $850,800 | 17,760 | -800-4.50% | Reduce |
| Kovack Advisors, Inc. |
| 0.04% | 0.05% | #50 | $869,917 | 16,951 | $848,035 | 17,626 | -675-3.83% | Reduce |
| ASHTON THOMAS SECURITIES, LLC |
| 0.12% | 0.33% | #32 | $838,186 | 16,323 | $2.6M | 54,519 | -38,196-70.06% | Reduce |
| Encompass More Asset Management |
| 0.11% | 0.14% | #35 | $760,956 | 14,819 | $851,998 | 17,785 | -2,966-16.68% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.02% | — | #65 | $759,415 | 14,789 | $0 | 0 | +14,789 | New Buy |
