| LPL Financial LLC |
| 0.01% | 0.02% | #25 | $58.7M | 1.2M | $64.5M | 1.3M | -114,510-8.89% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.04% | 0.04% | #21 | $17.8M | 356,852 | $15.0M | 300,207 | +56,645+18.87% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #54 | $13.4M | 267,580 | $5.5M | 109,519 | +158,061+144.32% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #28 | $11.9M | 237,223 | $12.7M | 254,576 | -17,353-6.82% | Reduce |
| Equitable Holdings, Inc. |
| 0.05% | 0.05% | #17 | $8.9M | 177,803 | $8.4M | 167,687 | +10,116+6.03% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.42% | 0.39% | #5 | $8.7M | 174,973 | $7.5M | 149,397 | +25,576+17.12% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #45 | $8.5M | 169,833 | $7.3M | 145,333 | +24,500+16.86% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #47 | $6.1M | 122,426 | $8.1M | 162,493 | -40,067-24.66% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #55 | $5.1M | 101,189 | $5.7M | 114,537 | -13,348-11.65% | Reduce |
| Sunrise Financial Services, LLC |
| 2.42% | 2.64% | #1 | $4.1M | 81,444 | $3.7M | 74,504 | +6,940+9.31% | Add |
| Alpine Bank Wealth Management |
| 0.49% | 0.51% | #3 | $3.8M | 75,929 | $3.5M | 70,638 | +5,291+7.49% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #57 | $2.3M | 46,523 | $6.1M | 121,185 | -74,662-61.61% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #27 | $2.2M | 43,346 | $1.8M | 36,582 | +6,764+18.49% | Add |
| Wealthcare Advisory Partners LLC |
| 0.04% | 0.03% | #19 | $2.0M | 40,336 | $1.8M | 35,483 | +4,853+13.68% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #43 | $2.0M | 39,974 | $2.3M | 45,001 | -5,027-11.17% | Reduce |
| Heck Capital Advisors, LLC |
| 0.12% | 0.11% | #14 | $2.0M | 39,273 | $1.5M | 29,850 | +9,423+31.57% | Add |
| Formidable Asset Management, LLC |
| 0.31% | 0.3% | #6 | $1.9M | 38,658 | $1.9M | 38,404 | +254+0.66% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | 0.01% | #40 | $1.8M | 36,665 | $2.9M | 58,376 | -21,711-37.19% | Reduce |
| Tower Research Capital LLC (TRC) |
| 0.04% | — | #20 | $1.5M | 29,837 | $0 | 0 | +29,837 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #49 | $1.5M | 29,652 | $473,211 | 9,450 | +20,202+213.78% | Add |
| Marshall & Sterling Wealth Advisors Inc. |
| 0.8% | 0.88% | #2 | $1.4M | 27,152 | $1.4M | 27,011 | +141+0.52% | Add |
| Lido Advisors, LLC |
| <0.01% | <0.01% | #37 | $1.2M | 24,959 | $1.4M | 28,441 | -3,482-12.24% | Reduce |
| KPP Advisory Services LLC |
| 0.13% | 0.15% | #8 | $1.1M | 21,273 | $1.1M | 21,273 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #50 | $1.0M | 20,899 | $1.0M | 20,766 | +133+0.64% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #59 | $961,669 | 19,243 | $331,897 | 6,628 | +12,615+190.33% | Add |
| Main Street Financial Solutions, LLC |
| 0.06% | — | #15 | $959,620 | 19,202 | $0 | 0 | +19,202 | New Buy |
| Curran Financial Partners, LLC |
| 0.13% | 0.17% | #9 | $887,956 | 17,768 | $928,140 | 18,535 | -767-4.14% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #48 | $878,322 | 17,558 | $1.0M | 20,527 | -2,969-14.46% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #41 | $834,062 | 16,690 | $834,263 | 16,660 | +30+0.18% | Add |
| Crew Capital Management, Ltd |
| 0.42% | 0.39% | #4 | $765,917 | 15,326 | $591,736 | 11,817 | +3,509+29.69% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #44 | $703,090 | 14,069 | $698,193 | 13,943 | +126+0.90% | Add |
| Crescent Grove Advisors, LLC |
| 0.06% | 0.07% | #16 | $702,399 | 14,055 | $703,804 | 14,055 | 00.00% | Unchanged |
| 49 WEALTH MANAGEMENT, LLC |
| 0.12% | 0.9% | #11 | $631,136 | 12,629 | $12.1M | 240,798 | -228,169-94.76% | Reduce |
| ALONGSIDE, LLC |
| 0.12% | — | #12 | $631,136 | 12,629 | $0 | 0 | +12,629 | New Buy |
| GTS SECURITIES LLC |
| 0.01% | 0.01% | #26 | $610,445 | 12,215 | $377,315 | 7,535 | +4,680+62.11% | Add |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #29 | $585,671 | 11,719 | $520,531 | 10,395 | +1,324+12.74% | Add |
| Global View Capital Management LLC |
| 0.12% | 0.16% | #13 | $574,763 | 11,501 | $588,431 | 11,751 | -250-2.13% | Reduce |
| Amplius Wealth Advisors, LLC |
| 0.04% | 0.06% | #18 | $559,645 | 11,198 | $674,761 | 13,475 | -2,277-16.90% | Reduce |
| HighPoint Advisor Group LLC |
| 0.02% | 0.02% | #23 | $512,945 | 10,264 | $516,862 | 10,297 | -33-0.32% | Reduce |
| World Investment Advisors |
| 0.01% | 0.01% | #31 | $505,107 | 10,087 | $505,107 | 10,087 | 00.00% | Unchanged |
| Valtinson Bruner Financial Planning LLC |
| 0.13% | 0.14% | #10 | $500,680 | 10,019 | $501,374 | 10,012 | +7+0.07% | Add |
| RETIREMENT CAPITAL STRATEGIES |
| 0.17% | 0.23% | #7 | $500,250 | 10,010 | $606,654 | 12,115 | -2,105-17.38% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #42 | $499,750 | 10,000 | $250,375 | 5,000 | +5,000+100.00% | Add |
| Global Retirement Partners, LLC |
| 0.01% | — | #33 | $427,607 | 8,556 | $0 | 0 | +8,556 | New Buy |
| Stratos Wealth Partners, LTD. |
| <0.01% | <0.01% | #35 | $401,385 | 8,031 | $274,682 | 5,485 | +2,546+46.42% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #61 | $392,354 | 7,851 | $0 | 0 | +7,851 | New Buy |
| Kingsview Wealth Management, LLC |
| 0.01% | <0.01% | #34 | $349,574 | 6,981 | $349,574 | 6,981 | 00.00% | Unchanged |
| SAX WEALTH ADVISORS, LLC |
| 0.01% | 0.02% | #24 | $347,771 | 6,945 | $416,846 | 8,305 | -1,360-16.38% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #53 | $331,185 | 6,627 | $315,000 | 6,282 | +345+5.49% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #56 | $319,241 | 6,388 | $381,000 | 7,609 | -1,221-16.05% | Reduce |
