| ALLIANCEBERNSTEIN L.P. |
| 0.45% | 0.4% | #9 | $1.34B | 30.6M | $1.24B | 30.4M | +250,381+0.82% | Add |
| Dynasty Wealth Management, LLC |
| 3.35% | 3.16% | #2 | $450.5M | 8.6M | $361.9M | 8.3M | +367,321+4.45% | Add |
| OpenArc Corporate Advisory, LLC |
| 3.05% | 2.9% | #3 | $256.6M | 4.9M | $202.6M | 4.6M | +288,490+6.24% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #18 | $185.6M | 3.6M | $145.7M | 3.4M | +144,356+4.19% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 2.23% | 2.16% | #5 | $145.0M | 2.8M | $118.4M | 2.7M | +73,767+2.73% | Add |
| UNIQUE WEALTH, LLC |
| 2.61% | 2.21% | #4 | $22.4M | 428,462 | $16.0M | 364,126 | +64,336+17.67% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #21 | $18.1M | 347,328 | $7.6M | 172,893 | +174,435+100.89% | Add |
| Centerline Wealth Advisors, LLC |
| 4.81% | 4.68% | #1 | $15.4M | 294,072 | $13.0M | 296,867 | -2,795-0.94% | Reduce |
| Warner Group LLC |
| 2.15% | 1.99% | #6 | $8.7M | 166,920 | $3.1M | 69,725 | +97,195+139.40% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #29 | $7.8M | 149,790 | $0 | 0 | +149,790 | New Buy |
| Cyndeo Wealth Partners, LLC |
| 0.22% | 0.16% | #13 | $4.6M | 88,252 | $3.1M | 71,234 | +17,018+23.89% | Add |
| Cresset Asset Management, LLC |
| 0.01% | 0.01% | #19 | $2.5M | 48,274 | $1.4M | 31,036 | +17,238+55.54% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #35 | $1.6M | 31,353 | $2.3M | 52,228 | -20,875-39.97% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #33 | $1.6M | 30,835 | $247,057 | 5,638 | +25,197+446.91% | Add |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #20 | $1.2M | 23,143 | $939,109 | 21,431 | +1,712+7.99% | Add |
| Fairvoy Private Wealth, LLC |
| 0.23% | 0.2% | #12 | $1.2M | 22,086 | $856,550 | 19,547 | +2,539+12.99% | Add |
| Legacy Wealth Advisors, LLC |
| 0.49% | 0.27% | #8 | $1.1M | 21,533 | $521,327 | 11,897 | +9,636+81.00% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #36 | $1.1M | 21,274 | $0 | 0 | +21,274 | New Buy |
| PUREfi Wealth, LLC |
| 0.44% | 0.34% | #10 | $803,663 | 15,387 | $522,510 | 11,924 | +3,463+29.04% | Add |
| RASP WEALTH SOLUTIONS, LLC |
| 0.26% | — | #11 | $787,158 | 15,071 | $0 | 0 | +15,071 | New Buy |
| KEYBANK NATIONAL ASSOCIATION/OH |
| <0.01% | <0.01% | #24 | $598,972 | 11,468 | $502,528 | 11,468 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #30 | $527,993 | 10,109 | $247,057 | 5,638 | +4,471+79.30% | Add |
| Quotient Wealth Partners, LLC |
| 0.01% | 0.01% | #17 | $495,663 | 9,490 | $435,001 | 9,927 | -437-4.40% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #41 | $489,395 | 9,370 | $0 | 0 | +9,370 | New Buy |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.02% | 0.02% | #16 | $474,933 | 9,093 | $407,886 | 9,308 | -215-2.31% | Reduce |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #31 | $402,850 | 7,713 | $337,984 | 7,713 | 00.00% | Unchanged |
| GLENMEDE TRUST CO NA |
| <0.01% | <0.01% | #26 | $344,247 | 6,591 | $305,951 | 6,982 | -391-5.60% | Reduce |
| Vise Technologies, Inc. |
| <0.01% | — | #22 | $327,900 | 6,278 | $0 | 0 | +6,278 | New Buy |
| NewEdge Wealth, LLC |
| <0.01% | <0.01% | #23 | $327,900 | 6,278 | $275,146 | 6,279 | -1-0.02% | Reduce |
| UBS Group AG |
| <0.01% | — | #39 | $314,790 | 6,027 | $0 | 0 | +6,027 | New Buy |
| Prossimo Advisors, LLC |
| 1.54% | 1.28% | #7 | $266,216 | 5,097 | $209,898 | 4,790 | +307+6.41% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | — | #34 | $229,812 | 4,400 | $0 | 0 | +4,400 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | — | #40 | $178,000 | 3,411 | $0 | 0 | +3,411 | New Buy |
| Innovative Asset Advisors Group, LLC |
| 0.03% | — | #14 | $61,631 | 1,180 | $0 | 0 | +1,180 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | — | #42 | $48,678 | 932 | $0 | 0 | +932 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #38 | $37,240 | 713 | $2,060 | 47 | +666+1,417.02% | Add |
| Lummis Asset Management, LP |
| 0.02% | — | #15 | $37,240 | 713 | $0 | 0 | +713 | New Buy |
| ALERUS FINANCIAL NA |
| <0.01% | — | #25 | $37,083 | 710 | $0 | 0 | +710 | New Buy |
| Heritage Wealth Advisors |
| <0.01% | <0.01% | #27 | $28,518 | 546 | $23,926 | 546 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #32 | $26,533 | 508 | $0 | 0 | +508 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #37 | $9,663 | 185 | $8,107 | 185 | 00.00% | Unchanged |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #28 | $8,879 | 170 | $876 | 20 | +150+750.00% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #45 | $6,842 | 131 | $0 | 0 | +131 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | — | #44 | $3,761 | 72 | $0 | 0 | +72 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #43 | $3,499 | 67 | $0 | 0 | +67 | New Buy |
