| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #63 | $22.3M | 584,387 | $21.5M | 562,151 | +22,236+3.96% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #92 | $19.1M | 500,813 | $10.4M | 320,769 | +180,044+56.13% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #80 | $14.8M | 389,675 | $14.7M | 383,453 | +6,222+1.62% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #72 | $14.8M | 389,363 | $13.9M | 364,318 | +25,045+6.87% | Add |
| Gross & Hartman Investments LLC |
| 5.99% | 4.8% | #2 | $13.6M | 356,235 | $9.2M | 241,518 | +114,717+47.50% | Add |
| Safe Harbor Family Capital, LLC |
| 6.42% | 4.45% | #1 | $9.6M | 252,052 | $5.7M | 148,963 | +103,089+69.20% | Add |
| Advisors Asset Management, Inc. |
| 0.15% | 0.15% | #22 | $9.5M | 249,802 | $9.3M | 243,189 | +6,613+2.72% | Add |
| HighTower Advisors, LLC |
| 0.01% | <0.01% | #58 | $8.1M | 212,479 | $869,774 | 22,763 | +189,716+833.44% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #100 | $7.7M | 203,211 | $8.1M | 212,302 | -9,091-4.28% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #105 | $7.3M | 190,492 | $8.9M | 232,368 | -41,876-18.02% | Reduce |
| Mariner, LLC |
| 0.01% | 0.01% | #60 | $7.1M | 185,174 | $7.1M | 184,979 | +195+0.11% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #91 | $5.8M | 151,816 | $5.7M | 149,592 | +2,224+1.49% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.1% | — | #28 | $5.4M | 142,363 | $0 | 0 | +142,363 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #66 | $4.4M | 115,428 | $4.0M | 104,651 | +10,777+10.30% | Add |
| Aspire Capital Advisors LLC |
| 0.8% | 0.11% | #6 | $4.1M | 107,865 | $500,284 | 13,093 | +94,772+723.84% | Add |
| Private Wealth Advisors, LLC |
| 0.98% | 1% | #5 | $3.8M | 100,117 | $3.5M | 92,645 | +7,472+8.07% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #94 | $3.7M | 97,898 | $3.2M | 84,761 | +13,137+15.50% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #74 | $3.7M | 96,419 | $3.4M | 89,896 | +6,523+7.26% | Add |
| Castle Rock Wealth Management, LLC |
| 0.72% | 0.81% | #7 | $3.7M | 97,339 | $3.8M | 99,013 | -1,674-1.69% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #75 | $3.3M | 87,894 | $3.2M | 84,964 | +2,930+3.45% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #106 | $2.9M | 76,305 | $2.9M | 75,895 | +410+0.54% | Add |
| Arax Advisory Partners |
| 0.02% | <0.01% | #46 | $2.7M | 70,212 | $24,149 | 632 | +69,580+11,009.49% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #53 | $2.6M | 68,131 | $2.7M | 69,628 | -1,497-2.15% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #85 | $2.5M | 64,735 | $3.0M | 77,958 | -13,223-16.96% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #69 | $2.4M | 61,311 | $2.5M | 64,730 | -3,419-5.28% | Reduce |
| KRAEMATON INVESTMENT ADVISORS, INC |
| 1.77% | 1.93% | #3 | $2.4M | 62,444 | $2.4M | 61,939 | +505+0.82% | Add |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #55 | $2.1M | 56,064 | $1.3M | 33,479 | +22,585+67.46% | Add |
| Tenzing Financial LLC |
| 1.38% | 1.57% | #4 | $2.0M | 53,034 | $2.1M | 56,322 | -3,288-5.84% | Reduce |
| TFO Wealth Partners, LLC |
| 0.21% | 0.27% | #17 | $1.9M | 51,121 | $2.0M | 51,121 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #76 | $1.9M | 49,690 | $1.4M | 36,662 | +13,028+35.54% | Add |
| XML Financial, LLC |
| 0.13% | 0.15% | #25 | $1.8M | 47,146 | $1.8M | 48,146 | -1,000-2.08% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #67 | $1.7M | 45,530 | $1.8M | 48,111 | -2,581-5.36% | Reduce |
| TCFG Investment Advisors, LLC |
| 0.56% | 0.47% | #9 | $1.7M | 43,333 | $1.3M | 32,908 | +10,425+31.68% | Add |
| Mills Wealth Advisors LLC |
| 0.51% | 0.16% | #12 | $1.6M | 42,428 | $467,652 | 12,239 | +30,189+246.66% | Add |
| Summit Financial Wealth Advisors, LLC |
| 0.19% | 0.21% | #18 | $1.5M | 38,643 | $1.5M | 38,283 | +360+0.94% | Add |
| Gilliland Jeter Wealth Management LLC |
| 0.35% | 0.41% | #13 | $1.3M | 34,931 | $1.4M | 36,280 | -1,349-3.72% | Reduce |
| Astoria Portfolio Advisors LLC. |
| 0.22% | 0.2% | #16 | $1.3M | 34,180 | $949,044 | 25,643 | +8,537+33.29% | Add |
| Greenline Partners, LLC |
| 0.13% | 0.08% | #27 | $1.2M | 32,408 | $707,726 | 18,522 | +13,886+74.97% | Add |
| RAINEY & RANDALL WEALTH ADVISORS INC. |
| 0.16% | 0.18% | #21 | $1.1M | 28,994 | $1.1M | 28,654 | +340+1.19% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #73 | $1.1M | 27,652 | $1.1M | 28,177 | -525-1.86% | Reduce |
| Dynamic Advisor Solutions LLC |
| 0.03% | 0.03% | #39 | $1.0M | 26,992 | $893,256 | 23,378 | +3,614+15.46% | Add |
| Wealthfront Advisers LLC |
| <0.01% | <0.01% | #86 | $962,368 | 25,259 | $949,710 | 24,855 | +404+1.63% | Add |
| IHT Wealth Management, LLC |
| 0.02% | 0.02% | #41 | $961,249 | 25,230 | $897,816 | 23,497 | +1,733+7.38% | Add |
| Dakota Wealth Management |
| 0.02% | 0.03% | #45 | $960,654 | 25,214 | $1.3M | 33,728 | -8,514-25.24% | Reduce |
| GTS SECURITIES LLC |
| 0.02% | — | #42 | $946,937 | 24,854 | $0 | 0 | +24,854 | New Buy |
| CHOREO, LLC |
| 0.01% | 0.01% | #54 | $945,994 | 24,829 | $947,880 | 24,807 | +22+0.09% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #117 | $937,908 | 24,617 | $233,081 | 6,100 | +18,517+303.56% | Add |
| Atria Investments, Inc |
| 0.01% | 0.01% | #56 | $917,448 | 24,080 | $848,644 | 22,210 | +1,870+8.42% | Add |
| Windsor Advisory Group, LLC |
| 0.64% | 0.73% | #8 | $876,300 | 23,000 | $878,830 | 23,000 | 00.00% | Unchanged |
| Summit Financial, LLC |
| 0.01% | 0.01% | #57 | $747,875 | 19,629 | $745,287 | 19,505 | +124+0.64% | Add |
