| PRINCIPAL SECURITIES, INC. |
| 1.1% | 0.93% | #2 | $91.7M | 4.8M | $63.3M | 3.3M | +1.5M+44.11% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.01% | #24 | $82.7M | 4.3M | $54.8M | 2.9M | +1.4M+50.08% | Add |
| PRINCIPAL FINANCIAL GROUP INC |
| 0.03% | 0.03% | #22 | $61.9M | 3.3M | $58.9M | 3.1M | +128,255+4.10% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #35 | $39.8M | 2.1M | $28.4M | 1.5M | +587,911+39.22% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #41 | $36.6M | 1.9M | $28.4M | 1.5M | +421,335+28.11% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #38 | $29.1M | 1.5M | $25.4M | 1.3M | +186,562+13.92% | Add |
| Cyndeo Wealth Partners, LLC |
| 0.99% | 1.07% | #3 | $21.2M | 1.1M | $20.3M | 1.1M | +41,774+3.90% | Add |
| Ameritas Investment Partners, Inc. |
| 0.48% | 0.53% | #7 | $18.1M | 950,578 | $17.3M | 910,181 | +40,397+4.44% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #44 | $16.5M | 866,006 | $13.7M | 721,957 | +144,049+19.95% | Add |
| BALANCED WEALTH GROUP LLC |
| 5.19% | 5.59% | #1 | $16.4M | 860,404 | $15.6M | 823,074 | +37,330+4.54% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #32 | $9.9M | 518,546 | $9.9M | 520,676 | -2,130-0.41% | Reduce |
| McAdam, LLC |
| 0.32% | 0.19% | #10 | $8.3M | 437,028 | $4.2M | 221,169 | +215,859+97.60% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #52 | $7.0M | 367,334 | $8.1M | 428,934 | -61,600-14.36% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.05% | #21 | $6.7M | 353,081 | $6.6M | 349,575 | +3,506+1.00% | Add |
| BlueStem Wealth Partners, LLC |
| 0.63% | 0.63% | #5 | $6.3M | 330,214 | $5.6M | 297,854 | +32,360+10.86% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #60 | $5.8M | 303,525 | $5.6M | 297,729 | +5,796+1.95% | Add |
| US BANCORP \DE\ |
| 0.01% | 0.01% | #39 | $5.8M | 303,329 | $5.2M | 274,526 | +28,803+10.49% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #42 | $5.0M | 260,642 | $2.1M | 108,485 | +152,157+140.26% | Add |
| Manske Wealth Management |
| 0.83% | 0.94% | #4 | $3.3M | 174,477 | $3.4M | 177,732 | -3,255-1.83% | Reduce |
| NICOLET BANKSHARES INC |
| 0.09% | 0.39% | #17 | $2.7M | 143,202 | $10.5M | 554,974 | -411,772-74.20% | Reduce |
| CreativeOne Wealth, LLC |
| 0.05% | 0.03% | #19 | $2.1M | 112,605 | $1.3M | 69,557 | +43,048+61.89% | Add |
| Ameritas Advisory Services, LLC |
| 0.04% | 0.05% | #20 | $2.0M | 104,007 | $1.2M | 64,878 | +39,129+60.31% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.11% | 0.09% | #16 | $1.9M | 99,978 | $1.3M | 71,052 | +28,926+40.71% | Add |
| IAG Wealth Partners, LLC |
| 0.17% | <0.01% | #13 | $1.7M | 87,776 | $14,581 | 769 | +87,007+11,314.30% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #36 | $1.5M | 79,159 | $1.3M | 66,577 | +12,582+18.90% | Add |
| NewEdge Advisors, LLC |
| <0.01% | 0.01% | #46 | $1.5M | 78,071 | $1.5M | 81,604 | -3,533-4.33% | Reduce |
| AJ Advisors, LLC |
| 0.46% | — | #8 | $1.5M | 77,941 | $0 | 0 | +77,941 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.09% | 0.1% | #18 | $1.4M | 72,642 | $1.3M | 69,280 | +3,362+4.85% | Add |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #40 | $1.3M | 70,647 | $887,802 | 46,825 | +23,822+50.87% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #48 | $934,443 | 48,975 | $837,000 | 44,150 | +4,825+10.93% | Add |
| Smartleaf Asset Management LLC |
| 0.03% | 0.03% | #23 | $933,157 | 48,882 | $916,049 | 48,882 | 00.00% | Unchanged |
| Greenline Wealth Management LLC |
| 0.6% | 0.7% | #6 | $733,418 | 38,439 | $607,543 | 32,043 | +6,396+19.96% | Add |
| Hobart Private Capital, LLC |
| 0.12% | 0.14% | #15 | $677,755 | 35,522 | $695,765 | 36,696 | -1,174-3.20% | Reduce |
| Atria Investments, Inc |
| 0.01% | 0.01% | #37 | $665,441 | 34,876 | $574,252 | 30,288 | +4,588+15.15% | Add |
| Gallagher Fiduciary Advisors, LLC |
| 0.02% | 0.01% | #25 | $657,370 | 34,453 | $563,407 | 29,716 | +4,737+15.94% | Add |
| Transcendent Capital Group LLC |
| 0.25% | 0.26% | #11 | $630,779 | 33,060 | $573,423 | 30,244 | +2,816+9.31% | Add |
| PFG Investments, LLC |
| 0.02% | 0.03% | #26 | $493,639 | 25,872 | $541,070 | 28,537 | -2,665-9.34% | Reduce |
| Western Wealth Management, LLC |
| 0.02% | 0.02% | #27 | $484,360 | 25,386 | $530,187 | 27,963 | -2,577-9.22% | Reduce |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #33 | $449,639 | 23,566 | $425,159 | 22,424 | +1,142+5.09% | Add |
| Milestones Private Investment Advisors LLC |
| 0.34% | 0.35% | #9 | $425,751 | 22,314 | $402,388 | 21,223 | +1,091+5.14% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #58 | $367,844 | 19,279 | $378,328 | 19,954 | -675-3.38% | Reduce |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #49 | $355,346 | 18,624 | $396,334 | 20,904 | -2,280-10.91% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #65 | $346,359 | 18,153 | $495,425 | 26,130 | -7,977-30.53% | Reduce |
| Arete Wealth Advisors, LLC |
| 0.01% | — | #31 | $343,726 | 18,015 | $0 | 0 | +18,015 | New Buy |
| Stonebridge Financial Group, LLC / MO |
| 0.22% | 0.29% | #12 | $338,514 | 17,742 | $347,589 | 18,333 | -591-3.22% | Reduce |
| Prospera Financial Services Inc |
| <0.01% | <0.01% | #45 | $306,416 | 16,059 | $304,396 | 16,054 | +5+0.03% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #54 | $282,823 | 14,823 | $281,000 | 14,823 | 00.00% | Unchanged |
| Belpointe Asset Management LLC |
| 0.01% | 0.01% | #34 | $246,666 | 12,928 | $248,054 | 13,083 | -155-1.18% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #61 | $240,788 | 12,620 | $2.4M | 126,241 | -113,621-90.00% | Reduce |
| VERUS CAPITAL PARTNERS, LLC |
| 0.01% | 0.02% | #29 | $222,778 | 11,676 | $221,377 | 11,676 | 00.00% | Unchanged |
