| Lido Advisors, LLC |
| 0.18% | <0.01% | #20 | $66.3M | 1.4M | $1.2M | 25,355 | +1.3M+5,269.41% | Add |
| Brookstone Capital Management |
| 0.48% | 0.01% | #5 | $48.0M | 985,884 | $795,089 | 17,190 | +968,694+5,635.22% | Add |
| Penserra Capital Management LLC |
| 0.19% | 0.24% | #17 | $25.2M | 518,506 | $20.2M | 437,680 | +80,826+18.47% | Add |
| Cerity Partners LLC |
| 0.01% | 0.01% | #52 | $7.3M | 149,464 | $6.8M | 145,964 | +3,500+2.40% | Add |
| Strategic Blueprint, LLC |
| 0.35% | 0.28% | #9 | $7.0M | 142,881 | $4.8M | 102,818 | +40,063+38.96% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #53 | $5.8M | 119,832 | $4.8M | 103,895 | +15,937+15.34% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #60 | $4.2M | 86,599 | $3.4M | 73,397 | +13,202+17.99% | Add |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.51% | 0.57% | #3 | $4.1M | 84,616 | $3.9M | 85,205 | -589-0.69% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #59 | $4.0M | 81,705 | $2.8M | 60,722 | +20,983+34.56% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #61 | $3.9M | 79,265 | $1.8M | 38,393 | +40,872+106.46% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #76 | $3.1M | 63,084 | $2.3M | 48,843 | +14,241+29.16% | Add |
| Beacon Pointe Advisors, LLC |
| 0.01% | <0.01% | #51 | $2.0M | 40,196 | $904,015 | 19,545 | +20,651+105.66% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #82 | $1.9M | 39,179 | $1.5M | 31,736 | +7,443+23.45% | Add |
| SouthState Bank Corp |
| 0.08% | — | #25 | $1.9M | 38,514 | $0 | 0 | +38,514 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #78 | $1.8M | 36,968 | $948,140 | 20,499 | +16,469+80.34% | Add |
| INTEGRAL INVESTMENT ADVISORS, INC. |
| 0.36% | 0.39% | #8 | $1.6M | 33,710 | $1.6M | 33,710 | 00.00% | Unchanged |
| PRINCIPAL SECURITIES, INC. |
| 0.02% | 0.02% | #42 | $1.6M | 33,317 | $1.1M | 24,525 | +8,792+35.85% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #63 | $1.5M | 30,572 | $587,182 | 12,695 | +17,877+140.82% | Add |
| Maltin Wealth Management, Inc. |
| 0.5% | 0.54% | #4 | $1.5M | 30,417 | $1.4M | 30,417 | 00.00% | Unchanged |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 0.2% | 0.22% | #15 | $1.4M | 29,454 | $1.4M | 29,454 | 00.00% | Unchanged |
| Outlook Wealth Advisors, LLC |
| 0.3% | 0.3% | #11 | $1.4M | 28,247 | $1.3M | 27,038 | +1,209+4.47% | Add |
| Fragasso Financial Advisors Inc |
| 0.07% | 0.08% | #27 | $1.3M | 26,552 | $1.3M | 26,915 | -363-1.35% | Reduce |
| Arkadios Wealth Advisors |
| 0.02% | — | #43 | $1.2M | 25,102 | $0 | 0 | +25,102 | New Buy |
| HB Wealth Management, LLC |
| 0.01% | — | #55 | $1.2M | 24,600 | $0 | 0 | +24,600 | New Buy |
| GWN SECURITIES INC. |
| 0.19% | 0.17% | #18 | $1.1M | 23,475 | $866,457 | 18,733 | +4,742+25.31% | Add |
| BCS Wealth Management |
| 0.19% | 0.21% | #16 | $1.1M | 22,188 | $1.0M | 22,358 | -170-0.76% | Reduce |
| DHJJ Financial Advisors, Ltd. |
| 0.3% | 0.36% | #10 | $1.0M | 21,440 | $1.1M | 23,687 | -2,247-9.49% | Reduce |
| CoreCap Advisors, LLC |
| 0.03% | 0.02% | #37 | $1.0M | 21,396 | $587,089 | 12,693 | +8,703+68.57% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #70 | $1.0M | 20,929 | $968,029 | 20,929 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #64 | $936,652 | 19,241 | $854,848 | 18,482 | +759+4.11% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #80 | $935,678 | 19,221 | $647,079 | 13,990 | +5,231+37.39% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.04% | 0.08% | #34 | $929,447 | 19,093 | $1.5M | 32,252 | -13,159-40.80% | Reduce |
| My Personal CFO, LLC |
| 0.36% | 0.4% | #7 | $928,814 | 19,080 | $905,634 | 19,580 | -500-2.55% | Reduce |
| Beacon Financial Advisory LLC |
| 0.18% | 0.2% | #19 | $925,650 | 19,015 | $879,501 | 19,015 | 00.00% | Unchanged |
| TopTier Wealth Management, LLC |
| 0.54% | 0.47% | #2 | $897,172 | 18,430 | $758,087 | 16,390 | +2,040+12.45% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #69 | $888,605 | 18,254 | $742,000 | 16,051 | +2,203+13.73% | Add |
| Spire Wealth Management |
| 0.03% | 0.03% | #38 | $860,346 | 17,674 | $787,462 | 17,026 | +648+3.81% | Add |
| Stratos Wealth Advisors, LLC |
| 0.04% | 0.05% | #33 | $813,646 | 16,714 | $773,081 | 16,714 | 00.00% | Unchanged |
| Advisory Advocates, LLC |
| 0.67% | — | #1 | $780,292 | 16,029 | $0 | 0 | +16,029 | New Buy |
| Chris Bulman Inc |
| 0.28% | 0.09% | #12 | $755,271 | 15,515 | $201,062 | 4,347 | +11,168+256.91% | Add |
| CORRADO ADVISORS, LLC |
| 0.38% | 0.39% | #6 | $744,813 | 16,103 | $744,813 | 16,103 | 00.00% | Unchanged |
| Rothschild Wealth LLC |
| 0.06% | 0.06% | #29 | $720,513 | 14,801 | $684,591 | 14,801 | 00.00% | Unchanged |
| Sigma Planning Corp |
| 0.02% | 0.02% | #44 | $709,033 | 14,565 | $699,122 | 15,115 | -550-3.64% | Reduce |
| WPWealth LLP |
| 0.1% | 0.1% | #23 | $688,189 | 14,137 | $653,879 | 14,137 | 00.00% | Unchanged |
| Focus Financial Network, Inc. |
| 0.02% | 0.02% | #41 | $658,446 | 13,526 | $625,618 | 13,526 | 00.00% | Unchanged |
| RETIREMENT INCOME SOLUTIONS, INC |
| 0.12% | 0.11% | #21 | $652,306 | 14,103 | $652,306 | 14,103 | 00.00% | Unchanged |
| COFG Advisors, LLC |
| 0.11% | 0.14% | #22 | $646,665 | 13,284 | $550,919 | 11,911 | +1,373+11.53% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.03% | 0.04% | #35 | $570,140 | 11,712 | $529,597 | 11,450 | +262+2.29% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #75 | $562,936 | 11,564 | $511,000 | 11,042 | +522+4.73% | Add |
| CreativeOne Wealth, LLC |
| 0.01% | 0.01% | #49 | $549,062 | 11,279 | $333,669 | 7,214 | +4,065+56.35% | Add |
