| Compass Advisory Group LLC |
| 7.65% | 8.08% | #2 | $32.2M | 845,513 | $30.2M | 832,806 | +12,707+1.53% | Add |
| Allworth Financial LP |
| 0.11% | <0.01% | #29 | $25.4M | 665,968 | $343,935 | 9,480 | +656,488+6,924.98% | Add |
| Long Island Wealth Management, Inc. |
| 8.11% | 8.59% | #1 | $19.6M | 515,972 | $18.5M | 510,484 | +5,488+1.08% | Add |
| BLAIR WILLIAM & CO/IL |
| 0.03% | 0.04% | #41 | $11.9M | 311,570 | $12.3M | 339,221 | -27,651-8.15% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #62 | $7.2M | 188,091 | $6.6M | 182,617 | +5,474+3.00% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #68 | $6.0M | 157,147 | $4.9M | 135,828 | +21,319+15.70% | Add |
| BIP Wealth, LLC |
| 0.15% | 0.21% | #23 | $5.2M | 137,378 | $5.2M | 143,126 | -5,748-4.02% | Reduce |
| Cornerstone Wealth, LLC/TN |
| 2.5% | 2.67% | #4 | $4.9M | 129,197 | $4.7M | 127,879 | +1,318+1.03% | Add |
| US BANCORP \DE\ |
| <0.01% | 0.01% | #74 | $4.4M | 115,514 | $6.6M | 180,728 | -65,214-36.08% | Reduce |
| AdvisorNet Financial, Inc |
| 0.19% | 0.21% | #19 | $4.2M | 110,939 | $4.1M | 111,746 | -807-0.72% | Reduce |
| RED CRANE WEALTH MANAGEMENT, LLC |
| 3.04% | 3.2% | #3 | $4.1M | 108,402 | $3.9M | 107,137 | +1,265+1.18% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #78 | $4.0M | 105,814 | $4.0M | 111,096 | -5,282-4.75% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #77 | $3.9M | 101,192 | $3.7M | 101,218 | -26-0.03% | Reduce |
| JDM Financial Group LLC |
| 0.59% | 1.16% | #9 | $3.1M | 82,524 | $3.0M | 82,989 | -465-0.56% | Reduce |
| BFI Wealth Solutions, LLC |
| 2.23% | 2.8% | #5 | $3.0M | 79,010 | $2.9M | 79,705 | -695-0.87% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #91 | $2.8M | 73,936 | $2.4M | 66,234 | +7,702+11.63% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.05% | 0.14% | #38 | $2.8M | 73,010 | $1.6M | 67,735 | +5,275+7.79% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #90 | $2.7M | 71,544 | $3.9M | 108,531 | -36,987-34.08% | Reduce |
| WPWealth LLP |
| 0.33% | 0.49% | #13 | $2.2M | 58,977 | $3.2M | 88,353 | -29,376-33.25% | Reduce |
| My Personal CFO, LLC |
| 0.84% | 0.9% | #6 | $2.2M | 56,629 | $2.1M | 56,630 | -1-0.00% | Reduce |
| Global Strategic Investment Solutions, LLC |
| 0.19% | 0.21% | #20 | $2.1M | 55,734 | $2.1M | 58,445 | -2,711-4.64% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.1% | 0.13% | #31 | $1.9M | 51,059 | $1.9M | 51,909 | -850-1.64% | Reduce |
| PFG Advisors |
| 0.09% | 0.08% | #33 | $1.7M | 44,527 | $1.6M | 44,779 | -252-0.56% | Reduce |
| Triad Wealth Partners, LLC |
| 0.1% | 0.13% | #32 | $1.7M | 42,968 | $1.7M | 46,722 | -3,754-8.03% | Reduce |
| IFP Advisors, Inc |
| 0.03% | 0.03% | #42 | $1.6M | 42,937 | $1.6M | 43,020 | -83-0.19% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #73 | $1.6M | 41,937 | $2.3M | 64,435 | -22,498-34.92% | Reduce |
| CORRADO ADVISORS, LLC |
| 0.73% | 0.75% | #7 | $1.4M | 39,680 | $1.4M | 39,680 | 00.00% | Unchanged |
| WEALTH ALLIANCE, LLC |
| 0.12% | 0.13% | #27 | $1.4M | 37,331 | $1.4M | 37,331 | 00.00% | Unchanged |
| BENJAMIN EDWARDS INC |
| 0.01% | 0.01% | #59 | $1.4M | 36,340 | $1.3M | 36,360 | -20-0.06% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #80 | $1.4M | 36,255 | $1.3M | 36,705 | -450-1.23% | Reduce |
| Diligent Investors, LLC |
| 0.3% | 0.32% | #15 | $1.3M | 34,797 | $1.3M | 35,302 | -505-1.43% | Reduce |
| DHJJ Financial Advisors, Ltd. |
| 0.38% | 0.42% | #11 | $1.3M | 34,596 | $1.3M | 34,596 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | <0.01% | #88 | $1.3M | 33,179 | $1.0M | 27,622 | +5,557+20.12% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.12% | 0.13% | #28 | $1.2M | 31,885 | $1.2M | 33,344 | -1,459-4.38% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #98 | $1.2M | 31,378 | $902,465 | 24,875 | +6,503+26.14% | Add |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.06% | 0.06% | #37 | $1.2M | 31,285 | $1.0M | 27,557 | +3,728+13.53% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #85 | $1.1M | 29,573 | $1.1M | 29,374 | +199+0.68% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #64 | $1.0M | 27,424 | $759,123 | 20,924 | +6,500+31.06% | Add |
| RETIREMENT GUYS FORMULA LLC |
| 0.37% | 0.49% | #12 | $987,716 | 25,938 | $1.1M | 29,514 | -3,576-12.12% | Reduce |
| Americana Partners, LLC |
| 0.02% | 0.04% | #47 | $937,299 | 24,614 | $1.7M | 46,884 | -22,270-47.50% | Reduce |
| World Investment Advisors |
| 0.02% | 0.02% | #55 | $936,835 | 24,643 | $951,255 | 26,220 | -1,577-6.01% | Reduce |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 0.12% | 0.14% | #26 | $891,070 | 23,400 | $850,294 | 23,437 | -37-0.16% | Reduce |
| Berger Financial Group, Inc |
| 0.04% | 0.05% | #39 | $813,539 | 21,364 | $857,769 | 23,643 | -2,279-9.64% | Reduce |
| Cypress Wealth Services, LLC |
| 0.1% | 0.11% | #30 | $810,112 | 21,274 | $771,821 | 21,274 | 00.00% | Unchanged |
| HFG Wealth Management, LLC |
| 0.7% | 2.27% | #8 | $699,870 | 18,379 | $4.1M | 113,792 | -95,413-83.85% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #79 | $688,676 | 18,085 | $669,909 | 18,465 | -380-2.06% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #81 | $683,496 | 17,949 | $588,280 | 16,215 | +1,734+10.69% | Add |
| NewCorp Financial Services, Inc. |
| 0.51% | 0.6% | #10 | $668,302 | 17,550 | $687,542 | 18,951 | -1,401-7.39% | Reduce |
| GILL CAPITAL PARTNERS, LLC |
| 0.17% | 0.16% | #22 | $596,941 | 15,676 | $568,725 | 15,676 | 00.00% | Unchanged |
| PFS Partners, LLC |
| 0.22% | 0.23% | #17 | $531,748 | 13,964 | $506,614 | 13,964 | 00.00% | Unchanged |
