| LPL Financial LLC |
| 0.01% | 0.01% | #57 | $56.0M | 1.4M | $52.4M | 1.3M | +91,332+7.06% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #85 | $31.0M | 767,227 | $24.7M | 606,609 | +160,618+26.48% | Add |
| BIP Wealth, LLC |
| 0.76% | 0.97% | #12 | $26.9M | 665,102 | $23.8M | 588,178 | +76,924+13.08% | Add |
| Avestar Capital, LLC |
| 1.42% | 1.53% | #4 | $25.4M | 628,720 | $23.9M | 590,002 | +38,718+6.56% | Add |
| PTM WEALTH MANAGEMENT, LLC |
| 9.36% | 10.09% | #1 | $20.8M | 515,263 | $19.0M | 471,521 | +43,742+9.28% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #70 | $14.5M | 357,933 | $18.6M | 459,577 | -101,644-22.12% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #78 | $11.0M | 273,073 | $11.2M | 277,412 | -4,339-1.56% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #91 | $11.0M | 272,455 | $11.2M | 277,650 | -5,195-1.87% | Reduce |
| Stablepoint Partners, LLC |
| 1.24% | 1.3% | #6 | $8.9M | 220,840 | $8.7M | 215,734 | +5,106+2.37% | Add |
| ORBA Wealth Advisors, L.L.C. |
| 5.46% | 5.93% | #2 | $6.4M | 158,037 | $5.0M | 122,868 | +35,169+28.62% | Add |
| Norris Financial Group, LLC |
| 1.98% | 1.41% | #3 | $5.0M | 123,113 | $4.3M | 106,290 | +16,823+15.83% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #64 | $4.8M | 119,635 | $4.9M | 121,252 | -1,617-1.33% | Reduce |
| David Kennon Inc |
| 1.42% | 1.56% | #5 | $4.3M | 106,107 | $4.4M | 107,590 | -1,483-1.38% | Reduce |
| Kraft, Davis & Associates, LLC |
| 0.88% | — | #10 | $4.2M | 104,871 | $0 | 0 | +104,871 | New Buy |
| WT Wealth Management |
| 0.89% | 0.86% | #9 | $3.2M | 79,331 | $2.9M | 71,549 | +7,782+10.88% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #96 | $3.0M | 73,963 | $3.6M | 88,314 | -14,351-16.25% | Reduce |
| VERUS CAPITAL PARTNERS, LLC |
| 0.16% | 0.17% | #24 | $2.9M | 72,332 | $2.5M | 62,432 | +9,900+15.86% | Add |
| BridgePort Financial Solutions, LLC |
| 0.71% | 0.88% | #13 | $2.8M | 68,829 | $3.1M | 76,329 | -7,500-9.83% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #98 | $2.4M | 59,350 | $2.5M | 60,523 | -1,173-1.94% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #82 | $2.3M | 56,596 | $2.1M | 1,994 | +54,602+2,738.31% | Add |
| Cannon Wealth Management Services, LLC |
| 1.19% | 1.36% | #7 | $2.2M | 53,709 | $2.0M | 49,772 | +3,937+7.91% | Add |
| Elmwood Wealth Management, Inc. |
| 0.5% | 0.54% | #14 | $2.0M | 49,849 | $1.9M | 47,966 | +1,883+3.93% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #83 | $2.0M | 48,492 | $2.1M | 51,820 | -3,328-6.42% | Reduce |
| Barnes Wealth Management Group, Inc |
| 0.89% | 1.02% | #8 | $1.9M | 47,687 | $2.0M | 49,836 | -2,149-4.31% | Reduce |
| Global View Capital Management LLC |
| 0.38% | 0.48% | #15 | $1.9M | 45,931 | $1.8M | 44,789 | +1,142+2.55% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #79 | $1.8M | 45,432 | $1.9M | 47,197 | -1,765-3.74% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #77 | $1.7M | 41,720 | $1.7M | 40,859 | +861+2.11% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #102 | $1.6M | 40,166 | $0 | 0 | +40,166 | New Buy |
| Equitable Holdings, Inc. |
| 0.01% | 0.01% | #62 | $1.6M | 38,364 | $1.1M | 26,122 | +12,242+46.86% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #68 | $1.4M | 33,420 | $1.3M | 31,375 | +2,045+6.52% | Add |
| CGN Advisors LLC |
| 0.1% | 0.1% | #29 | $1.3M | 32,562 | $1.3M | 31,159 | +1,403+4.50% | Add |
| Authentikos Wealth Advisory, LLC |
| 0.79% | 0.93% | #11 | $1.2M | 30,602 | $1.4M | 33,993 | -3,391-9.98% | Reduce |
| FIDUCIARY TRUST CO |
| 0.01% | 0.01% | #56 | $1.2M | 28,840 | $1.2M | 28,840 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #100 | $1.1M | 28,296 | $1.2M | 30,749 | -2,453-7.98% | Reduce |
| Ameliora Wealth Management Ltd. |
| 0.33% | 0.36% | #16 | $1.1M | 27,767 | $1.1M | 27,767 | 00.00% | Unchanged |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #59 | $1.1M | 26,670 | $979,808 | 24,192 | +2,478+10.24% | Add |
| Coppell Advisory Solutions LLC |
| 0.08% | — | #30 | $1.0M | 49,579 | $0 | 0 | +49,579 | New Buy |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #72 | $998,498 | 24,700 | $1.0M | 24,700 | 00.00% | Unchanged |
| Valmark Advisers, Inc. |
| 0.01% | 0.01% | #60 | $954,839 | 23,620 | $1.1M | 26,019 | -2,399-9.22% | Reduce |
| COMPASS FINANCIAL MANAGEMENT LLC |
| 0.11% | — | #28 | $913,130 | 22,594 | $0 | 0 | +22,594 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #105 | $895,575 | 22,154 | $0 | 0 | +22,154 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #73 | $876,616 | 21,685 | $826,079 | 20,397 | +1,288+6.31% | Add |
| Crews Bank & Trust |
| 0.11% | 0.13% | #27 | $859,031 | 21,250 | $883,305 | 21,810 | -560-2.57% | Reduce |
| NAPLES GLOBAL ADVISORS, LLC |
| 0.05% | 0.06% | #35 | $842,862 | 20,850 | $844,425 | 20,850 | 00.00% | Unchanged |
| Wealthcare Advisory Partners LLC |
| 0.02% | 0.02% | #50 | $817,822 | 20,231 | $853,834 | 21,082 | -851-4.04% | Reduce |
| Savant Capital, LLC |
| <0.01% | <0.01% | #81 | $811,820 | 20,063 | $417,110 | 10,299 | +9,764+94.81% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #107 | $810,077 | 20,039 | $0 | 0 | +20,039 | New Buy |
| G&S Capital LLC |
| 0.23% | 0.44% | #18 | $807,097 | 19,965 | $1.3M | 31,189 | -11,224-35.99% | Reduce |
| SALEM INVESTMENT COUNSELORS INC |
| 0.02% | 0.02% | #46 | $743,659 | 18,396 | $771,363 | 19,046 | -650-3.41% | Reduce |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.03% | 0.03% | #42 | $708,383 | 17,523 | $699,951 | 17,283 | +240+1.39% | Add |
