| Equitable Holdings, Inc. |
| 0.09% | 0.06% | #17 | $15.7M | 621,260 | $10.0M | 407,983 | +213,277+52.28% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #40 | $13.6M | 537,063 | $13.1M | 531,791 | +5,272+0.99% | Add |
| Goodman Advisory Group, LLC |
| 1.72% | 1.75% | #3 | $7.5M | 296,233 | $6.7M | 273,644 | +22,589+8.25% | Add |
| Hennion & Walsh Asset Management, Inc. |
| 0.16% | 0.17% | #10 | $5.7M | 226,591 | $5.2M | 211,055 | +15,536+7.36% | Add |
| Evergreen Private Wealth LLC |
| 1.97% | 2.08% | #2 | $5.3M | 210,537 | $5.1M | 208,887 | +1,650+0.79% | Add |
| McAdam, LLC |
| 0.16% | 0.18% | #11 | $4.2M | 164,092 | $3.9M | 158,922 | +5,170+3.25% | Add |
| MY Wealth Management Inc. |
| 2.48% | — | #1 | $3.5M | 139,666 | $0 | 0 | +139,666 | New Buy |
| OneDigital Investment Advisors LLC |
| 0.03% | 0.03% | #23 | $3.4M | 133,220 | $3.2M | 130,859 | +2,361+1.80% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | — | #39 | $3.3M | 131,150 | $0 | 0 | +131,150 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #54 | $3.2M | 126,143 | $2.2M | 90,109 | +36,034+39.99% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #44 | $2.9M | 112,918 | $2.6M | 104,969 | +7,949+7.57% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #53 | $2.7M | 106,201 | $2.7M | 110,685 | -4,484-4.05% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #48 | $2.5M | 98,639 | $1.8M | 72,219 | +26,420+36.58% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #42 | $2.4M | 94,222 | $2.3M | 91,844 | +2,378+2.59% | Add |
| BENJAMIN EDWARDS INC |
| 0.02% | — | #26 | $2.1M | 84,491 | $0 | 0 | +84,491 | New Buy |
| Proactive Wealth Strategies LLC |
| 0.33% | 0.43% | #7 | $2.0M | 80,022 | $2.3M | 92,995 | -12,973-13.95% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #49 | $2.0M | 79,662 | $1.9M | 77,268 | +2,394+3.10% | Add |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
| 0.03% | — | #22 | $1.8M | 72,103 | $0 | 0 | +72,103 | New Buy |
| Columbus Macro, LLC |
| 0.14% | 0.14% | #15 | $1.5M | 58,591 | $1.3M | 53,802 | +4,789+8.90% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.02% | #29 | $1.5M | 57,308 | $1.4M | 58,501 | -1,193-2.04% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #38 | $1.4M | 56,499 | $1.1M | 43,074 | +13,425+31.17% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #35 | $1.3M | 49,897 | $1.9M | 75,593 | -25,696-33.99% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #52 | $1.2M | 46,548 | $465,534 | 18,897 | +27,651+146.32% | Add |
| JACOBSON & SCHMITT ADVISORS, LLC |
| 0.19% | 0.21% | #9 | $1.2M | 46,361 | $1.2M | 47,975 | -1,614-3.36% | Reduce |
| FOCUS Wealth Advisors, LLC |
| 0.52% | 0.53% | #6 | $1.1M | 43,997 | $1.1M | 43,903 | +94+0.21% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | <0.01% | #36 | $1.1M | 43,094 | $912,587 | 37,044 | +6,050+16.33% | Add |
| Summit Financial Consulting LLC |
| 0.72% | 0.71% | #4 | $1.1M | 41,688 | $986,291 | 40,036 | +1,652+4.13% | Add |
| Clarity Retirement & Wealth, LLC |
| 0.65% | 0.71% | #5 | $941,330 | 37,192 | $885,041 | 35,926 | +1,266+3.52% | Add |
| Advyzon Investment Management, LLC |
| 0.07% | 0.06% | #18 | $939,457 | 37,118 | $676,923 | 27,478 | +9,640+35.08% | Add |
| Crumly & Associates Inc. |
| 0.16% | 0.32% | #12 | $832,010 | 32,873 | $1.5M | 61,227 | -28,354-46.31% | Reduce |
| Baker Avenue Asset Management, LP |
| 0.02% | 0.02% | #27 | $814,494 | 32,181 | $742,108 | 30,124 | +2,057+6.83% | Add |
| Freedom Investment Management, Inc. |
| 0.22% | 0.25% | #8 | $802,214 | 31,696 | $856,188 | 34,755 | -3,059-8.80% | Reduce |
| COFG Advisors, LLC |
| 0.13% | 0.58% | #16 | $742,670 | 29,343 | $2.4M | 95,592 | -66,249-69.30% | Reduce |
| Discipline Wealth Solutions, LLC |
| 0.06% | — | #19 | $674,182 | 26,637 | $0 | 0 | +26,637 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #43 | $647,987 | 25,602 | $423,453 | 17,189 | +8,413+48.94% | Add |
| CRUX WEALTH ADVISORS |
| 0.15% | 0.17% | #14 | $439,504 | 17,365 | $446,993 | 18,145 | -780-4.30% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #47 | $431,095 | 17,033 | $413,324 | 16,775 | +258+1.54% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #58 | $394,760 | 15,597 | $2.9M | 118,652 | -103,055-86.85% | Reduce |
| HBW ADVISORY SERVICES LLC |
| 0.03% | 0.03% | #21 | $360,941 | 14,261 | $317,216 | 12,877 | +1,384+10.75% | Add |
| HRT FINANCIAL LP |
| <0.01% | — | #45 | $341,483 | 13,492 | $0 | 0 | +13,492 | New Buy |
| PGIM Custom Harvest LLC |
| <0.01% | 0.01% | #37 | $300,098 | 11,857 | $643,787 | 26,133 | -14,276-54.63% | Reduce |
| Ausdal Financial Partners, Inc. |
| 0.01% | 0.02% | #30 | $299,531 | 11,835 | $385,802 | 15,661 | -3,826-24.43% | Reduce |
| Ascentis Independent Advisors |
| 0.04% | 0.04% | #20 | $291,640 | 11,838 | $583,279 | 23,676 | -11,838-50.00% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #55 | $271,968 | 10,737 | $120,488 | 4,935 | +5,802+117.57% | Add |
| Dynamic Advisor Solutions LLC |
| 0.01% | — | #33 | $268,653 | 10,615 | $0 | 0 | +10,615 | New Buy |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #34 | $252,164 | 9,963 | $245,440 | 9,963 | 00.00% | Unchanged |
| Belpointe Asset Management LLC |
| 0.01% | 0.01% | #32 | $250,974 | 9,916 | $234,871 | 9,534 | +382+4.01% | Add |
| Fortis Capital Advisors, LLC |
| 0.03% | 0.03% | #24 | $250,974 | 9,916 | $234,871 | 9,534 | +382+4.01% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.01% | #31 | $247,431 | 9,776 | $241,000 | 9,776 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #46 | $239,154 | 9,449 | $251,000 | 10,192 | -743-7.29% | Reduce |
