| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #41 | $11.5M | 281,971 | $10.7M | 278,191 | +3,780+1.36% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.04% | #35 | $8.0M | 196,626 | $9.5M | 248,559 | -51,933-20.89% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.37% | 0.38% | #6 | $7.5M | 183,958 | $6.7M | 175,352 | +8,606+4.91% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 0.45% | 0.51% | #5 | $3.9M | 96,867 | $3.9M | 102,110 | -5,243-5.13% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.03% | 0.04% | #29 | $3.2M | 78,980 | $2.9M | 75,739 | +3,241+4.28% | Add |
| Brookstone Capital Management |
| 0.03% | 0.04% | #31 | $3.1M | 75,085 | $3.2M | 82,891 | -7,806-9.42% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.02% | 0.02% | #38 | $2.7M | 66,325 | $2.3M | 60,393 | +5,932+9.82% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #53 | $2.7M | 65,770 | $2.4M | 63,043 | +2,727+4.33% | Add |
| IMG Wealth Management, Inc. |
| 1.45% | 1.57% | #1 | $2.6M | 64,004 | $2.5M | 64,111 | -107-0.17% | Reduce |
| Arete Wealth Advisors, LLC |
| 0.08% | 0.17% | #21 | $2.4M | 58,450 | $2.2M | 58,380 | +70+0.12% | Add |
| CENTRAL VALLEY ADVISORS, LLC |
| 0.61% | 0.54% | #2 | $2.4M | 58,253 | $2.0M | 51,854 | +6,399+12.34% | Add |
| Berger Financial Group, Inc |
| 0.12% | 0.12% | #14 | $2.4M | 57,745 | $2.1M | 55,885 | +1,860+3.33% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #58 | $1.9M | 46,962 | $1.7M | 43,612 | +3,350+7.68% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.18% | 0.19% | #10 | $1.9M | 45,664 | $1.8M | 45,737 | -73-0.16% | Reduce |
| Allworth Financial LP |
| 0.01% | 0.01% | #43 | $1.8M | 44,413 | $1.8M | 48,288 | -3,875-8.02% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #56 | $1.7M | 41,684 | $1.2M | 30,013 | +11,671+38.89% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #66 | $1.7M | 41,184 | $1.3M | 32,966 | +8,218+24.93% | Add |
| Triad Wealth Partners, LLC |
| 0.09% | 0.07% | #18 | $1.6M | 38,984 | $902,431 | 23,564 | +15,420+65.44% | Add |
| Chicago Partners Investment Group LLC |
| 0.03% | 0.03% | #33 | $1.3M | 32,647 | $1.3M | 32,647 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #55 | $1.3M | 32,143 | $1.2M | 30,990 | +1,153+3.72% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #61 | $1.3M | 31,600 | $1.2M | 31,600 | 00.00% | Unchanged |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 0.14% | 0.15% | #13 | $1.2M | 30,156 | $1.2M | 30,156 | 00.00% | Unchanged |
| Accurate Wealth Management, LLC |
| 0.09% | 0.05% | #17 | $996,694 | 24,368 | $395,171 | 10,061 | +14,307+142.20% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #62 | $983,005 | 24,111 | $923,379 | 24,111 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #67 | $938,199 | 23,012 | $1.9M | 48,807 | -25,795-52.85% | Reduce |
| SteelPeak Wealth, LLC |
| 0.02% | — | #37 | $840,026 | 20,604 | $0 | 0 | +20,604 | New Buy |
| Spire Wealth Management |
| 0.02% | 0.03% | #36 | $819,001 | 20,088 | $872,801 | 22,789 | -2,701-11.85% | Reduce |
| WPWealth LLP |
| 0.12% | 0.13% | #15 | $792,324 | 19,434 | $875,546 | 22,862 | -3,428-14.99% | Reduce |
| Campbell Deegan Wealth Management, LLC |
| 0.52% | — | #4 | $748,741 | 18,365 | $0 | 0 | +18,365 | New Buy |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
| <0.01% | <0.01% | #54 | $679,840 | 16,675 | $638,602 | 16,675 | 00.00% | Unchanged |
| InvesTrust |
| 0.26% | 0.26% | #7 | $662,838 | 16,258 | $622,632 | 16,258 | 00.00% | Unchanged |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | — | #69 | $592,592 | 14,535 | $0 | 0 | +14,535 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #73 | $558,138 | 13,727 | $518,914 | 13,779 | -52-0.38% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #65 | $534,821 | 13,118 | $511,801 | 13,364 | -246-1.84% | Reduce |
| Strategic Blueprint, LLC |
| 0.03% | 0.05% | #32 | $533,883 | 13,095 | $936,783 | 24,461 | -11,366-46.47% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #72 | $529,806 | 12,995 | $537,460 | 14,034 | -1,039-7.40% | Reduce |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #47 | $509,625 | 12,500 | $465,500 | 12,155 | +345+2.84% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #70 | $492,013 | 12,068 | $11.6M | 301,861 | -289,793-96.00% | Reduce |
| RETIREMENT GUYS FORMULA LLC |
| 0.18% | 0.21% | #9 | $490,708 | 12,036 | $460,943 | 12,036 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #57 | $488,792 | 11,989 | $459,143 | 11,989 | 00.00% | Unchanged |
| Atria Investments, Inc |
| <0.01% | 0.01% | #49 | $487,446 | 11,956 | $455,122 | 11,884 | +72+0.61% | Add |
| Souders Financial Advisors |
| 0.05% | 0.05% | #23 | $476,194 | 11,680 | $447,309 | 11,680 | 00.00% | Unchanged |
| Bedel Financial Consulting, Inc. |
| 0.04% | 0.04% | #24 | $464,533 | 11,394 | $380,174 | 9,927 | +1,467+14.78% | Add |
| Concurrent Investment Advisors, LLC |
| <0.01% | <0.01% | #51 | $447,011 | 10,964 | $379,684 | 9,914 | +1,050+10.59% | Add |
| Encompass More Asset Management |
| 0.06% | 0.06% | #22 | $446,309 | 10,947 | $341,877 | 8,927 | +2,020+22.63% | Add |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #46 | $434,567 | 10,659 | $434,097 | 11,335 | -676-5.96% | Reduce |
| Tradition Wealth Management, LLC |
| 0.03% | 0.02% | #34 | $427,759 | 10,492 | $311,623 | 8,137 | +2,355+28.94% | Add |
| Archer Investment Corp |
| 0.08% | 0.09% | #20 | $419,401 | 10,287 | $414,833 | 10,832 | -545-5.03% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #60 | $383,768 | 9,413 | $250,845 | 6,550 | +2,863+43.71% | Add |
| Altium Investment Strategies LLC |
| 0.54% | — | #3 | $376,904 | 9,213 | $0 | 0 | +9,213 | New Buy |
