| LPL Financial LLC |
| 0.01% | 0.01% | #50 | $41.1M | 1.6M | $36.2M | 1.5M | +157,301+10.79% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #59 | $22.3M | 875,434 | $18.9M | 763,231 | +112,203+14.70% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.1% | 0.09% | #21 | $20.0M | 785,292 | $16.7M | 672,315 | +112,977+16.80% | Add |
| ASSETMARK, INC |
| 0.02% | 0.03% | #36 | $14.2M | 558,691 | $13.4M | 542,060 | +16,631+3.07% | Add |
| Cerity Partners LLC |
| 0.01% | 0.01% | #44 | $10.2M | 399,034 | $9.0M | 361,811 | +37,223+10.29% | Add |
| Aspire Private Capital, LLC |
| 1.24% | 1.27% | #2 | $6.0M | 236,635 | $5.6M | 227,640 | +8,995+3.95% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.03% | 0.03% | #35 | $4.0M | 157,438 | $3.7M | 148,929 | +8,509+5.71% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #84 | $3.4M | 135,611 | $0 | 0 | +135,611 | New Buy |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #49 | $3.3M | 129,504 | $3.0M | 122,040 | +7,464+6.12% | Add |
| Breakwater Investment Management |
| 1.05% | 0.66% | #3 | $3.1M | 121,718 | $1.8M | 71,769 | +49,949+69.60% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #55 | $3.1M | 121,627 | $3.0M | 119,554 | +2,073+1.73% | Add |
| Raleigh Capital Management Inc. |
| 0.84% | 0.83% | #7 | $2.6M | 103,338 | $2.4M | 96,626 | +6,712+6.95% | Add |
| Capital Investment Management, Inc. |
| 0.78% | 0.82% | #8 | $2.6M | 100,689 | $2.4M | 96,758 | +3,931+4.06% | Add |
| LANDMARK WEALTH MANAGEMENT, INC. |
| 0.84% | 0.88% | #6 | $2.6M | 100,315 | $2.3M | 94,371 | +5,944+6.30% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #67 | $2.4M | 94,644 | $2.3M | 90,947 | +3,697+4.07% | Add |
| Valtinson Bruner Financial Planning LLC |
| 0.58% | 0.54% | #11 | $2.3M | 91,684 | $2.0M | 79,006 | +12,678+16.05% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #68 | $2.2M | 85,940 | $1.9M | 77,989 | +7,951+10.20% | Add |
| KWB Wealth |
| 0.17% | 0.07% | #17 | $1.9M | 76,244 | $716,488 | 28,142 | +48,102+170.93% | Add |
| Hibernia Wealth Partners, LLC |
| 0.92% | 0.87% | #5 | $1.7M | 66,761 | $2.9M | 118,020 | -51,259-43.43% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.08% | 0.09% | #23 | $1.6M | 62,177 | $1.4M | 55,115 | +7,062+12.81% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.02% | 0.01% | #40 | $1.6M | 61,850 | $612,907 | 24,714 | +37,136+150.26% | Add |
| Simplicity Wealth,LLC |
| 0.05% | 0.08% | #28 | $1.5M | 58,049 | $1.4M | 57,658 | +391+0.68% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.02% | #41 | $1.4M | 53,921 | $1.1M | 46,351 | +7,570+16.33% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #64 | $1.4M | 53,097 | $897,764 | 36,200 | +16,897+46.68% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #58 | $1.3M | 50,354 | $1.2M | 46,780 | +3,574+7.64% | Add |
| VICUS CAPITAL |
| 0.07% | 0.07% | #24 | $1.2M | 45,621 | $970,372 | 39,128 | +6,493+16.59% | Add |
| McNamara Financial Services, Inc. |
| 0.19% | 0.2% | #15 | $1.1M | 42,882 | $1.0M | 41,582 | +1,300+3.13% | Add |
| VISIONARY HORIZONS, LLC |
| 0.45% | — | #12 | $1.1M | 42,084 | $0 | 0 | +42,084 | New Buy |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #53 | $1.0M | 40,905 | $932,393 | 37,596 | +3,309+8.80% | Add |
| RFG Advisory, LLC |
| 0.01% | 0.02% | #42 | $948,123 | 37,269 | $917,550 | 36,998 | +271+0.73% | Add |
| WealthPoint Financial, LLC |
| 0.67% | 0.67% | #9 | $922,378 | 36,257 | $802,057 | 32,341 | +3,916+12.11% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #62 | $918,417 | 36,101 | $864,643 | 34,865 | +1,236+3.55% | Add |
| NOVUS ADVISORS, LLC |
| 1.83% | 1.86% | #1 | $877,095 | 34,477 | $831,767 | 33,539 | +938+2.80% | Add |
| Midwest Financial Network, LLC |
| 0.59% | 0.5% | #10 | $865,420 | 34,023 | $631,730 | 25,473 | +8,550+33.56% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #86 | $844,303 | 33,188 | $804,710 | 32,448 | +740+2.28% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #77 | $793,966 | 31,209 | $705,965 | 28,466 | +2,743+9.64% | Add |
| Western Wealth Management, LLC |
| 0.02% | 0.01% | #38 | $682,083 | 26,811 | $279,914 | 11,287 | +15,524+137.54% | Add |
| Sharkey, Howes & Javer |
| 0.08% | 0.19% | #22 | $668,461 | 26,276 | $1.4M | 55,582 | -29,306-52.73% | Reduce |
| FSB PREMIER WEALTH MANAGEMENT, INC. |
| 0.19% | 0.21% | #16 | $660,653 | 25,969 | $655,776 | 26,443 | -474-1.79% | Reduce |
| LOCKERMAN FINANCIAL GROUP, INC. |
| 1% | 0.92% | #4 | $657,183 | 25,833 | $512,837 | 20,679 | +5,154+24.92% | Add |
| International Private Wealth Advisors LLC |
| 0.33% | 0.36% | #14 | $639,776 | 25,148 | $591,262 | 23,841 | +1,307+5.48% | Add |
| Legacy Wealth Partners, LLC |
| 0.14% | 0.15% | #19 | $639,104 | 25,122 | $606,434 | 24,453 | +669+2.74% | Add |
| Ethic Inc. |
| 0.01% | — | #54 | $631,908 | 24,839 | $0 | 0 | +24,839 | New Buy |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.01% | 0.02% | #48 | $623,789 | 24,520 | $711,959 | 28,708 | -4,188-14.59% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #60 | $599,445 | 23,563 | $523,831 | 21,122 | +2,441+11.56% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.03% | 0.03% | #33 | $577,284 | 22,692 | $519,064 | 20,930 | +1,762+8.42% | Add |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
| <0.01% | — | #82 | $572,765 | 22,479 | $0 | 0 | +22,479 | New Buy |
| CreativeOne Wealth, LLC |
| 0.01% | 0.02% | #46 | $507,104 | 19,933 | $723,485 | 29,173 | -9,240-31.67% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #95 | $431,920 | 16,978 | $403,446 | 16,268 | +710+4.36% | Add |
| Belpointe Asset Management LLC |
| 0.01% | 0.01% | #43 | $407,267 | 16,008 | $204,054 | 8,228 | +7,780+94.56% | Add |
