| MORGAN STANLEY |
| <0.01% | <0.01% | #61 | $58.5M | 471,309 | $47.6M | 438,632 | +32,677+7.45% | Add |
| HighTower Advisors, LLC |
| 0.04% | 0.04% | #31 | $44.3M | 356,443 | $40.7M | 355,257 | +1,186+0.33% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #50 | $32.5M | 261,929 | $28.7M | 250,776 | +11,153+4.45% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #48 | $19.9M | 159,646 | $15.1M | 133,463 | +26,183+19.62% | Add |
| Cerity Partners LLC |
| 0.01% | 0.01% | #41 | $10.9M | 87,670 | $10.6M | 92,474 | -4,804-5.19% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #62 | $9.2M | 74,404 | $2.3M | 19,667 | +54,737+278.32% | Add |
| RVW Wealth, LLC |
| 0.52% | 0.57% | #8 | $7.9M | 63,776 | $7.3M | 63,630 | +146+0.23% | Add |
| Manske Wealth Management |
| 1.96% | 1.92% | #2 | $7.9M | 63,388 | $6.9M | 59,844 | +3,544+5.92% | Add |
| Sanctuary Advisors, LLC |
| 0.03% | 0.03% | #35 | $6.9M | 55,464 | $6.3M | 54,638 | +826+1.51% | Add |
| 1900 WEALTH MANAGEMENT LLC |
| 0.32% | 0.34% | #14 | $5.8M | 46,317 | $5.3M | 46,344 | -27-0.06% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #74 | $5.3M | 42,466 | $6.3M | 54,599 | -12,133-22.22% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #85 | $4.4M | 35,326 | $3.9M | 34,342 | +984+2.87% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #59 | $4.0M | 32,481 | $1.8M | 15,678 | +16,803+107.18% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #54 | $4.0M | 32,288 | $3.4M | 29,633 | +2,655+8.96% | Add |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
| 2.31% | 2.32% | #1 | $2.9M | 23,200 | $2.6M | 22,890 | +310+1.35% | Add |
| Vantus Wealth LLC |
| 1.35% | — | #4 | $2.5M | 20,319 | $0 | 0 | +20,319 | New Buy |
| KWB Wealth |
| 0.22% | 0.21% | #18 | $2.5M | 20,296 | $2.1M | 19,504 | +792+4.06% | Add |
| APPLETON PARTNERS INC/MA |
| 0.15% | 0.74% | #21 | $2.5M | 20,152 | $10.6M | 92,579 | -72,427-78.23% | Reduce |
| Advyzon Investment Management, LLC |
| 0.18% | 0.19% | #20 | $2.5M | 20,052 | $2.1M | 18,463 | +1,589+8.61% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #60 | $2.5M | 19,903 | $2.0M | 17,881 | +2,022+11.31% | Add |
| Dynamic Advisor Solutions LLC |
| 0.07% | 0.07% | #29 | $2.3M | 18,507 | $2.3M | 19,971 | -1,464-7.33% | Reduce |
| Trilogy Capital Inc. |
| 0.09% | 0.09% | #26 | $2.2M | 17,932 | $2.1M | 18,022 | -90-0.50% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #86 | $2.1M | 17,241 | $777,430 | 6,788 | +10,453+153.99% | Add |
| Cassilly Financial Group LLC |
| 1.45% | 1.55% | #3 | $2.0M | 16,053 | $1.8M | 15,627 | +426+2.73% | Add |
| Empirical Asset Management, LLC |
| 0.44% | 0.45% | #10 | $1.9M | 15,560 | $1.7M | 14,887 | +673+4.52% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | — | #63 | $1.8M | 14,785 | $0 | 0 | +14,785 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #71 | $1.8M | 14,521 | $1.1M | 9,837 | +4,684+47.62% | Add |
| CreativeOne Wealth, LLC |
| 0.04% | 0.04% | #33 | $1.8M | 14,301 | $1.8M | 15,759 | -1,458-9.25% | Reduce |
| Apella Capital, LLC |
| 0.02% | 0.02% | #38 | $1.4M | 11,330 | $1.4M | 11,610 | -280-2.41% | Reduce |
| Archford Capital Strategies, LLC |
| 0.13% | 0.14% | #22 | $1.3M | 10,693 | $1.2M | 10,693 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.02% | #39 | $1.3M | 10,423 | $1.1M | 10,004 | +419+4.19% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #56 | $1.3M | 10,162 | $1.3M | 11,559 | -1,397-12.09% | Reduce |
| Goldstein Advisors, LLC |
| 0.11% | 0.14% | #24 | $1.3M | 10,068 | $1.2M | 10,626 | -558-5.25% | Reduce |
| FSM Wealth Advisors, LLC |
| 0.13% | 0.15% | #23 | $1.3M | 10,064 | $1.2M | 10,132 | -68-0.67% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #87 | $1.1M | 9,150 | $794,240 | 6,872 | +2,278+33.15% | Add |
| Richard P Slaughter Associates Inc |
| 0.21% | 0.23% | #19 | $1.1M | 8,810 | $1.1M | 9,185 | -375-4.08% | Reduce |
| Gallacher Capital Management LLC |
| 0.61% | 0.53% | #7 | $1.1M | 8,708 | $1.4M | 12,133 | -3,425-28.23% | Reduce |
| CHOREO, LLC |
| 0.01% | 0.01% | #44 | $960,923 | 7,736 | $938,115 | 8,191 | -455-5.55% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #73 | $928,369 | 7,474 | $858,217 | 7,493 | -19-0.25% | Reduce |
| Modern Wealth Management, LLC |
| 0.01% | 0.04% | #43 | $884,780 | 7,123 | $2.5M | 21,930 | -14,807-67.52% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #92 | $848,385 | 6,793 | $813,303 | 7,228 | -435-6.02% | Reduce |
| LANDMARK WEALTH MANAGEMENT, INC. |
| 0.27% | 0.28% | #16 | $809,568 | 6,517 | $746,449 | 6,518 | -1-0.02% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | 0.01% | #57 | $808,598 | 6,510 | $2.2M | 19,227 | -12,717-66.14% | Reduce |
| Cosner Financial Group, LLC |
| 0.37% | 0.38% | #13 | $720,605 | 5,807 | $688,226 | 6,009 | -202-3.36% | Reduce |
| BLUEDOOR PRIVATE WEALTH, LLC |
| 0.3% | 0.32% | #15 | $718,805 | 5,787 | $696,764 | 6,084 | -297-4.88% | Reduce |
| COMPASS CAPITAL MANAGEMENT, INC |
| 0.04% | 0.04% | #32 | $660,821 | 5,320 | $609,300 | 5,320 | 00.00% | Unchanged |
| Coppell Advisory Solutions LLC |
| 0.05% | — | #30 | $649,444 | 25 | $0 | 0 | +25 | New Buy |
| PRINCIPAL SECURITIES, INC. |
| 0.01% | 0.01% | #49 | $635,227 | 5,114 | $461,296 | 4,028 | +1,086+26.96% | Add |
| CPWA, LLC |
| 0.72% | 0.69% | #6 | $618,070 | 4,976 | $595,266 | 4,918 | +58+1.18% | Add |
| NOTTINGHAM ADVISORS, INC. |
| 0.07% | 0.07% | #28 | $608,782 | 4,896 | $560,739 | 4,896 | 00.00% | Unchanged |
