| Orion Porfolio Solutions, LLC |
| 0.09% | 0.08% | #13 | $12.3M | 343,157 | $9.9M | 294,579 | +48,578+16.49% | Add |
| Brookstone Capital Management |
| 0.07% | 0.08% | #15 | $7.2M | 199,868 | $7.3M | 215,855 | -15,987-7.41% | Reduce |
| Triad Wealth Partners, LLC |
| 0.41% | 0.28% | #4 | $7.0M | 193,349 | $3.6M | 105,730 | +87,619+82.87% | Add |
| SMART Wealth LLC |
| 1.3% | 1.85% | #1 | $6.0M | 167,620 | $6.3M | 187,711 | -20,091-10.70% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.02% | #36 | $4.9M | 136,038 | $11.7M | 349,596 | -213,558-61.09% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #48 | $4.9M | 135,822 | $4.3M | 128,107 | +7,715+6.02% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | 0.01% | #39 | $4.2M | 115,813 | $3.6M | 107,312 | +8,501+7.92% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #53 | $3.1M | 86,922 | $2.3M | 68,252 | +18,670+27.35% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | 0.03% | #27 | $2.7M | 75,174 | $2.8M | 81,717 | -6,543-8.01% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #46 | $2.7M | 75,012 | $2.5M | 73,741 | +1,271+1.72% | Add |
| Atria Investments, Inc |
| 0.03% | 0.03% | #25 | $2.6M | 71,413 | $2.4M | 72,274 | -861-1.19% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.1% | 0.07% | #12 | $2.0M | 56,387 | $1.2M | 34,951 | +21,436+61.33% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #40 | $1.9M | 53,671 | $1.4M | 40,803 | +12,868+31.54% | Add |
| Encompass More Asset Management |
| 0.28% | 0.25% | #7 | $1.9M | 53,236 | $1.5M | 44,052 | +9,184+20.85% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #55 | $1.8M | 50,047 | $6.1M | 180,333 | -130,286-72.25% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.04% | 0.06% | #19 | $1.8M | 49,378 | $1.6M | 47,029 | +2,349+4.99% | Add |
| Brookwood Investment Group LLC |
| 0.15% | 0.15% | #8 | $1.4M | 38,350 | $1.2M | 37,113 | +1,237+3.33% | Add |
| RFG Advisory, LLC |
| 0.02% | 0.02% | #29 | $1.1M | 32,027 | $1.1M | 33,000 | -973-2.95% | Reduce |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
| 0.36% | 0.38% | #6 | $1.1M | 31,905 | $1.1M | 31,905 | 00.00% | Unchanged |
| Visionary Wealth Advisors |
| 0.04% | 0.06% | #18 | $1.1M | 30,736 | $1.3M | 38,468 | -7,732-20.10% | Reduce |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
| 0.83% | 0.76% | #2 | $1.1M | 29,609 | $863,296 | 25,701 | +3,908+15.21% | Add |
| Simplicity Wealth,LLC |
| 0.03% | — | #20 | $953,876 | 26,600 | $0 | 0 | +26,600 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #56 | $926,085 | 25,825 | $0 | 0 | +25,825 | New Buy |
| IHT Wealth Management, LLC |
| 0.02% | 0.05% | #28 | $845,866 | 23,588 | $2.0M | 58,966 | -35,378-60.00% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #33 | $807,473 | 22,517 | $587,300 | 17,484 | +5,033+28.79% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.01% | — | #32 | $748,936 | 20,885 | $0 | 0 | +20,885 | New Buy |
| SMITH, MOORE & CO. |
| 0.05% | 0.05% | #17 | $715,730 | 19,959 | $679,223 | 20,221 | -262-1.30% | Reduce |
| Advyzon Investment Management, LLC |
| 0.05% | 0.05% | #16 | $657,242 | 18,328 | $508,889 | 15,150 | +3,178+20.98% | Add |
| BENJAMIN EDWARDS INC |
| 0.01% | 0.01% | #37 | $643,284 | 17,939 | $632,187 | 18,821 | -882-4.69% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.01% | <0.01% | #35 | $597,607 | 16,665 | $241,277 | 7,183 | +9,482+132.01% | Add |
| Stirlingshire Investments, Inc. |
| 0.44% | 0.4% | #3 | $586,813 | 16,364 | $454,573 | 13,533 | +2,831+20.92% | Add |
| Sequent Planning LLC |
| 0.12% | 0.13% | #10 | $576,450 | 16,075 | $528,102 | 15,722 | +353+2.25% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.01% | 0.01% | #31 | $520,078 | 14,503 | $544,729 | 16,217 | -1,714-10.57% | Reduce |
| Advisory Services Network, LLC |
| 0.01% | <0.01% | #38 | $498,992 | 13,915 | $107,790 | 3,209 | +10,706+333.62% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.01% | 0.01% | #34 | $416,478 | 11,614 | $390,114 | 11,614 | 00.00% | Unchanged |
| Inspire Advisors, LLC |
| 0.03% | 0.03% | #22 | $415,653 | 11,591 | $325,454 | 9,689 | +1,902+19.63% | Add |
| First Heartland Consultants, Inc. |
| 0.03% | 0.02% | #24 | $399,409 | 11,138 | $264,790 | 7,883 | +3,255+41.29% | Add |
| Financial Network Wealth Advisors LLC |
| 0.39% | 0.37% | #5 | $383,451 | 10,693 | $358,204 | 10,664 | +29+0.27% | Add |
| Hiley Hunt Wealth Management |
| 0.14% | 0.18% | #9 | $342,104 | 9,540 | $412,922 | 12,293 | -2,753-22.39% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #57 | $335,076 | 9,344 | $452,827 | 13,481 | -4,137-30.69% | Reduce |
| CRUX WEALTH ADVISORS |
| 0.11% | 0.09% | #11 | $328,800 | 9,169 | $241,646 | 7,194 | +1,975+27.45% | Add |
| Ausdal Financial Partners, Inc. |
| 0.01% | 0.01% | #30 | $322,131 | 8,983 | $292,233 | 8,700 | +283+3.25% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #52 | $303,196 | 8,455 | $284,003 | 8,455 | 00.00% | Unchanged |
| Vantage Point Financial LLC |
| 0.09% | 0.09% | #14 | $297,961 | 8,309 | $253,907 | 7,559 | +750+9.92% | Add |
| Claro Advisors Inc. |
| 0.03% | 0.03% | #23 | $267,875 | 7,470 | $269,056 | 8,010 | -540-6.74% | Reduce |
| Pinnacle Wealth Planning Services, Inc. |
| 0.02% | 0.03% | #26 | $248,797 | 6,938 | $259,382 | 7,722 | -784-10.15% | Reduce |
| Arkadios Wealth Advisors |
| <0.01% | — | #43 | $244,027 | 6,805 | $0 | 0 | +6,805 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #50 | $229,504 | 6,400 | $203,992 | 6,073 | +327+5.38% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #51 | $227,352 | 6,340 | $274,867 | 8,183 | -1,843-22.52% | Reduce |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 0.03% | 0.03% | #21 | $223,336 | 6,228 | $209,199 | 6,228 | 00.00% | Unchanged |
