| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 2.19% | 2.54% | #3 | $39.0M | 2.0M | $40.3M | 2.1M | -37,632-1.83% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.27% | 0.32% | #13 | $39.0M | 2.0M | $40.3M | 2.1M | -37,632-1.83% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.04% | #29 | $29.7M | 1.5M | $27.3M | 1.4M | +144,471+10.37% | Add |
| Rise Advisors, LLC |
| 5.32% | 6.42% | #1 | $18.9M | 979,814 | $18.2M | 936,647 | +43,167+4.61% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | — | #33 | $11.5M | 593,882 | $0 | 0 | +593,882 | New Buy |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #42 | $10.4M | 539,857 | $9.2M | 469,083 | +70,774+15.09% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.46% | 0.56% | #10 | $9.7M | 501,671 | $9.2M | 470,162 | +31,509+6.70% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #53 | $9.4M | 489,218 | $4.4M | 224,565 | +264,653+117.85% | Add |
| LexAurum Advisors, LLC |
| 0.71% | 0.78% | #5 | $6.1M | 318,457 | $6.0M | 307,144 | +11,313+3.68% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.03% | #31 | $5.4M | 278,256 | $5.1M | 261,384 | +16,872+6.45% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.08% | 0.08% | #22 | $4.9M | 253,569 | $4.3M | 217,958 | +35,611+16.34% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #56 | $4.3M | 221,998 | $4.2M | 215,296 | +6,702+3.11% | Add |
| SageGuard Financial Group, LLC |
| 0.57% | 0.48% | #7 | $4.0M | 208,695 | $3.1M | 157,172 | +51,523+32.78% | Add |
| Delta Investment Management, LLC |
| 0.66% | 0.65% | #6 | $4.0M | 208,414 | $3.6M | 186,183 | +22,231+11.94% | Add |
| Prosperity Financial Group, Inc. |
| 1.22% | 1.31% | #4 | $3.9M | 203,963 | $3.5M | 181,250 | +22,713+12.53% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #51 | $3.6M | 187,756 | $3.1M | 157,511 | +30,245+19.20% | Add |
| IFP Advisors, Inc |
| 0.06% | 0.07% | #25 | $3.3M | 173,194 | $3.3M | 171,027 | +2,167+1.27% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #40 | $3.3M | 170,330 | $3.3M | 169,582 | +748+0.44% | Add |
| Sulzberger Capital Advisors, Inc. |
| 2.9% | 3.6% | #2 | $3.0M | 154,057 | $3.5M | 179,981 | -25,924-14.40% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #59 | $3.0M | 153,259 | $2.0M | 104,544 | +48,715+46.60% | Add |
| Insight Advisors, LLC/ PA |
| 0.48% | 0.51% | #9 | $2.7M | 139,962 | $2.7M | 135,888 | +4,074+3.00% | Add |
| Balboa Wealth Partners |
| 0.35% | 0.32% | #12 | $2.6M | 134,661 | $1.9M | 98,795 | +35,866+36.30% | Add |
| Advisory Services Network, LLC |
| 0.02% | 0.02% | #34 | $1.8M | 95,697 | $1.8M | 89,727 | +5,970+6.65% | Add |
| Independent Wealth Network Inc. |
| 0.44% | 0.67% | #11 | $1.7M | 90,488 | $2.3M | 115,504 | -25,016-21.66% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | — | #55 | $1.5M | 76,970 | $0 | 0 | +76,970 | New Buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.05% | 0.04% | #27 | $1.4M | 73,950 | $510,563 | 26,250 | +47,700+181.71% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.02% | — | #32 | $1.2M | 64,378 | $0 | 0 | +64,378 | New Buy |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #41 | $1.1M | 58,433 | $1.2M | 58,964 | -531-0.90% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.06% | 0.08% | #24 | $1.0M | 53,815 | $1.1M | 55,878 | -2,063-3.69% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.01% | #36 | $983,895 | 50,250 | $983,895 | 50,250 | 00.00% | Unchanged |
| Capital Analysts, LLC |
| 0.02% | 0.02% | #35 | $904,171 | 46,824 | $643,000 | 31,949 | +14,875+46.56% | Add |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
| 0.54% | — | #8 | $885,209 | 45,842 | $0 | 0 | +45,842 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #54 | $870,842 | 45,098 | $782,000 | 39,951 | +5,147+12.88% | Add |
| Brookstone Capital Management |
| 0.01% | 0.01% | #44 | $861,319 | 44,605 | $856,800 | 43,759 | +846+1.93% | Add |
| PSI Advisors, LLC |
| 0.18% | 0.11% | #16 | $754,483 | 39,072 | $446,463 | 22,802 | +16,270+71.35% | Add |
| Valmark Advisers, Inc. |
| 0.01% | — | #46 | $740,345 | 38,340 | $0 | 0 | +38,340 | New Buy |
| Southern Financial Group, LLC |
| 0.19% | 0.21% | #15 | $727,906 | 37,695 | $737,856 | 37,684 | +11+0.03% | Add |
| American Financial Advisors, LLC |
| 0.08% | 0.1% | #20 | $686,134 | 35,533 | $737,685 | 37,675 | -2,142-5.69% | Reduce |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.03% | 0.04% | #30 | $678,843 | 35,155 | $688,335 | 35,155 | 00.00% | Unchanged |
| Forefront Wealth Partners, LLC |
| 0.26% | 0.27% | #14 | $649,998 | 33,197 | $649,998 | 33,197 | 00.00% | Unchanged |
| CreativeOne Wealth, LLC |
| 0.01% | 0.01% | #38 | $579,879 | 30,030 | $587,987 | 30,030 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #52 | $525,673 | 27,224 | $305,596 | 15,608 | +11,616+74.42% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #45 | $508,992 | 26,359 | $475,578 | 24,289 | +2,070+8.52% | Add |
| Stenger Family Office, LLC |
| 0.08% | 0.09% | #21 | $500,504 | 25,919 | $499,338 | 25,502 | +417+1.64% | Add |
| Quad-Cities Investment Group, LLC |
| 0.17% | 0.19% | #17 | $463,884 | 24,023 | $470,370 | 24,023 | 00.00% | Unchanged |
| 1776 Wealth LLC |
| 0.15% | 0.17% | #18 | $432,196 | 22,382 | $438,240 | 22,382 | 00.00% | Unchanged |
| Maridea Wealth Management LLC |
| 0.04% | 0.05% | #28 | $410,816 | 21,275 | $375,446 | 19,175 | +2,100+10.95% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | <0.01% | #48 | $405,413 | 20,995 | $222,527 | 11,365 | +9,630+84.73% | Add |
| Apollon Wealth Management, LLC |
| <0.01% | 0.01% | #49 | $404,351 | 20,940 | $402,545 | 20,559 | +381+1.85% | Add |
| PRIVATE CLIENT SERVICES, LLC |
| 0.09% | 0.1% | #19 | $342,038 | 17,713 | $346,821 | 17,713 | 00.00% | Unchanged |
