| LPL Financial LLC |
| 0.01% | 0.01% | #51 | $48.2M | 593,610 | $47.3M | 583,563 | +10,047+1.72% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #78 | $34.1M | 420,124 | $34.6M | 426,932 | -6,808-1.59% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #94 | $17.8M | 219,208 | $15.1M | 197,282 | +21,926+11.11% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #69 | $13.3M | 164,273 | $12.4M | 152,506 | +11,767+7.72% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #50 | $10.0M | 122,710 | $10.1M | 124,761 | -2,051-1.64% | Reduce |
| Kestra Advisory Services, LLC |
| 0.03% | 0.04% | #30 | $9.2M | 112,864 | $9.5M | 117,360 | -4,496-3.83% | Reduce |
| DENVER WEALTH MANAGEMENT, INC. |
| 2.44% | 2.61% | #3 | $8.5M | 105,068 | $7.6M | 93,577 | +11,491+12.28% | Add |
| STUDIO INVESTMENT MANAGEMENT LLC |
| 1.37% | 1.41% | #6 | $8.1M | 99,554 | $7.8M | 96,628 | +2,926+3.03% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #44 | $6.8M | 84,382 | $7.0M | 85,860 | -1,478-1.72% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #91 | $5.3M | 64,966 | $4.4M | 54,287 | +10,679+19.67% | Add |
| REDSTONE WEALTH MANAGEMENT, LLC |
| 2.92% | 2.38% | #2 | $4.5M | 55,141 | $3.0M | 36,756 | +18,385+50.02% | Add |
| RM Financial Services, LLC |
| 3.07% | 3.53% | #1 | $4.1M | 50,927 | $4.1M | 50,393 | +534+1.06% | Add |
| WealthCare Investment Partners, LLC |
| 0.98% | 1.08% | #8 | $4.1M | 50,249 | $3.9M | 48,962 | +1,287+2.63% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #102 | $4.0M | 49,511 | $4.1M | 50,378 | -867-1.72% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #85 | $3.4M | 41,286 | $1.9M | 23,973 | +17,313+72.22% | Add |
| Friedenthal Financial |
| 1.57% | 1.66% | #5 | $3.4M | 41,873 | $3.3M | 40,751 | +1,122+2.75% | Add |
| Advisory Services Network, LLC |
| 0.04% | 0.04% | #26 | $3.2M | 39,555 | $3.3M | 40,807 | -1,252-3.07% | Reduce |
| Marshall & Sterling Wealth Advisors Inc. |
| 1.81% | 2.08% | #4 | $3.1M | 37,648 | $3.2M | 39,157 | -1,509-3.85% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #111 | $2.9M | 34,748 | $2.1M | 25,457 | +9,291+36.50% | Add |
| Jackson Wealth Management, LLC |
| 0.29% | 0.28% | #12 | $2.7M | 33,691 | $2.7M | 33,691 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #84 | $2.7M | 33,107 | $2.3M | 28,734 | +4,373+15.22% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #105 | $2.6M | 32,496 | $2.5M | 31,143 | +1,353+4.34% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.04% | 0.04% | #27 | $2.6M | 32,313 | $2.5M | 30,769 | +1,544+5.02% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #100 | $2.5M | 31,345 | $2.3M | 28,474 | +2,871+10.08% | Add |
| Dakota Wealth Management |
| 0.05% | 0.06% | #23 | $2.4M | 29,201 | $2.6M | 31,606 | -2,405-7.61% | Reduce |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #42 | $2.3M | 28,039 | $2.1M | 26,152 | +1,887+7.22% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #81 | $1.9M | 23,395 | $1.8M | 21,992 | +1,403+6.38% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #64 | $1.9M | 23,390 | $1.9M | 23,890 | -500-2.09% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #75 | $1.9M | 23,370 | $1.9M | 22,886 | +484+2.11% | Add |
| Orographic Financial Advisors, LLC |
| 1.22% | 1.24% | #7 | $1.7M | 21,446 | $1.7M | 21,505 | -59-0.27% | Reduce |
| Geneos Wealth Management Inc. |
| 0.03% | 0.04% | #28 | $1.6M | 20,212 | $1.6M | 19,617 | +595+3.03% | Add |
| MFA Wealth Services |
| 0.96% | 1% | #9 | $1.6M | 19,868 | $1.5M | 18,579 | +1,289+6.94% | Add |
| World Investment Advisors |
| 0.03% | 0.02% | #33 | $1.5M | 18,777 | $1.5M | 18,985 | -208-1.10% | Reduce |
| Modern Wealth Management, LLC |
| 0.02% | — | #40 | $1.5M | 18,386 | $0 | 0 | +18,386 | New Buy |
| Flaharty Asset Management, LLC |
| 0.19% | 0.18% | #17 | $1.5M | 18,308 | $1.5M | 18,308 | 00.00% | Unchanged |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #86 | $1.5M | 18,187 | $2.3M | 28,398 | -10,211-35.96% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #109 | $1.5M | 17,920 | $1.8M | 21,654 | -3,734-17.24% | Reduce |
| Ausdal Financial Partners, Inc. |
| 0.06% | 0.07% | #22 | $1.4M | 17,492 | $1.5M | 18,265 | -773-4.23% | Reduce |
| FIRST TRUST ADVISORS LP |
| <0.01% | — | #97 | $1.1M | 13,697 | $0 | 0 | +13,697 | New Buy |
| SCOTIA CAPITAL INC. |
| <0.01% | <0.01% | #66 | $1.1M | 13,177 | $1.2M | 14,307 | -1,130-7.90% | Reduce |
| Waverly Advisors, LLC |
| 0.01% | 0.01% | #63 | $993,443 | 12,245 | $985,279 | 12,147 | +98+0.81% | Add |
| BLUEDOOR PRIVATE WEALTH, LLC |
| 0.4% | 0.4% | #10 | $958,064 | 11,809 | $869,743 | 10,723 | +1,086+10.13% | Add |
| PACIFIC SUN FINANCIAL CORP |
| 0.39% | 0.46% | #11 | $945,651 | 11,656 | $951,907 | 11,736 | -80-0.68% | Reduce |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.02% | 0.02% | #43 | $932,322 | 11,492 | $974,988 | 12,021 | -529-4.40% | Reduce |
| STEPHENS INC /AR/ |
| 0.01% | 0.01% | #53 | $913,362 | 11,258 | $920,355 | 11,347 | -89-0.78% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #117 | $835,639 | 10,300 | $0 | 0 | +10,300 | New Buy |
| Berger Financial Group, Inc |
| 0.04% | 0.04% | #25 | $797,747 | 9,833 | $795,597 | 9,809 | +24+0.24% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #70 | $712,326 | 8,780 | $672,651 | 8,293 | +487+5.87% | Add |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #60 | $709,857 | 8,750 | $561,505 | 6,923 | +1,827+26.39% | Add |
| Simplicity Wealth,LLC |
| 0.02% | — | #35 | $693,547 | 8,549 | $0 | 0 | +8,549 | New Buy |
