| LPL Financial LLC |
| 0.02% | 0.02% | #20 | $68.9M | 1.3M | $65.6M | 1.3M | +8,874+0.67% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #25 | $31.2M | 607,536 | $30.0M | 610,169 | -2,633-0.43% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #24 | $10.9M | 211,842 | $9.8M | 198,805 | +13,037+6.56% | Add |
| Sowell Financial Services LLC |
| 0.32% | 0.34% | #6 | $9.9M | 192,761 | $9.3M | 189,583 | +3,178+1.68% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #34 | $6.6M | 128,335 | $4.9M | 100,419 | +27,916+27.80% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #27 | $5.3M | 103,878 | $4.6M | 94,141 | +9,737+10.34% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.02% | #22 | $4.8M | 93,722 | $4.9M | 98,751 | -5,029-5.09% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.13% | 0.14% | #10 | $4.1M | 79,299 | $3.7M | 74,474 | +4,825+6.48% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #30 | $2.7M | 51,798 | $2.3M | 45,812 | +5,986+13.07% | Add |
| Stratos Wealth Partners, LTD. |
| 0.02% | <0.01% | #18 | $2.0M | 39,610 | $404,296 | 8,226 | +31,384+381.52% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #37 | $1.8M | 35,176 | $825,538 | 17,046 | +18,130+106.36% | Add |
| Prism Advisors, Inc. |
| 0.43% | 0.45% | #4 | $1.8M | 34,658 | $1.7M | 34,495 | +163+0.47% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #40 | $1.6M | 32,113 | $747,844 | 15,216 | +16,897+111.05% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #33 | $1.6M | 30,794 | $1.2M | 24,264 | +6,530+26.91% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #32 | $1.5M | 28,775 | $1.3M | 26,638 | +2,137+8.02% | Add |
| AMARA FINANCIAL, LLC. |
| 0.88% | 0.94% | #2 | $1.5M | 28,709 | $1.4M | 27,863 | +846+3.04% | Add |
| Cornerstone Financial Management LLC |
| 1.13% | 1.17% | #1 | $1.4M | 27,466 | $1.3M | 25,863 | +1,603+6.20% | Add |
| MCDONALD PARTNERS LLC |
| 0.33% | 0.27% | #5 | $1.4M | 26,788 | $1.1M | 23,382 | +3,406+14.57% | Add |
| Axis Wealth Partners, LLC |
| 0.64% | 0.68% | #3 | $1.3M | 25,986 | $1.3M | 26,091 | -105-0.40% | Reduce |
| GeoWealth Management, LLC |
| 0.04% | 0.04% | #15 | $1.1M | 21,943 | $1.1M | 21,558 | +385+1.79% | Add |
| Allworth Financial LP |
| <0.01% | <0.01% | #28 | $1.1M | 20,995 | $1.0M | 20,988 | +7+0.03% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #29 | $973,683 | 18,980 | $911,521 | 18,546 | +434+2.34% | Add |
| Parcion Private Wealth LLC |
| 0.04% | 0.06% | #14 | $957,077 | 18,656 | $915,981 | 18,637 | +19+0.10% | Add |
| Westside Investment Management, Inc. |
| 0.12% | 0.13% | #11 | $893,412 | 17,415 | $855,774 | 17,415 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #44 | $876,092 | 16,973 | $824,521 | 16,973 | 00.00% | Unchanged |
| IHT Wealth Management, LLC |
| 0.02% | 0.01% | #21 | $721,106 | 14,056 | $545,155 | 11,092 | +2,964+26.72% | Add |
| Stablepoint Partners, LLC |
| 0.08% | 0.07% | #12 | $600,828 | 11,712 | $469,259 | 9,548 | +2,164+22.66% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #42 | $408,037 | 7,954 | $384,430 | 7,822 | +132+1.69% | Add |
| Intrua Financial, LLC |
| 0.03% | 0.04% | #16 | $379,630 | 7,400 | $341,582 | 6,950 | +450+6.47% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #45 | $365,265 | 7,120 | $0 | 0 | +7,120 | New Buy |
| Ameritas Advisory Services, LLC |
| 0.01% | — | #26 | $294,043 | 5,732 | $0 | 0 | +5,732 | New Buy |
| Redwood Financial Network Corp |
| 0.14% | 0.29% | #8 | $247,719 | 4,829 | $438,176 | 8,915 | -4,086-45.83% | Reduce |
| Collier Financial |
| 0.16% | 0.18% | #7 | $240,143 | 4,681 | $229,697 | 4,673 | +8+0.17% | Add |
| Ascentis Independent Advisors |
| 0.03% | 0.06% | #17 | $238,761 | 4,858 | $767,893 | 15,624 | -10,766-68.91% | Reduce |
| Northwest Wealth Advisors, LLC |
| 0.13% | 0.16% | #9 | $231,664 | 4,516 | $226,107 | 4,600 | -84-1.83% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #39 | $219,650 | 4,282 | $225,287 | 4,584 | -302-6.59% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #47 | $218,133 | 4,252 | $263,977 | 5,371 | -1,119-20.83% | Reduce |
| Keudell/Morrison Wealth Management |
| 0.04% | 0.04% | #13 | $216,748 | 4,225 | $208,881 | 4,250 | -25-0.59% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #31 | $180,181 | 3,512 | $0 | 0 | +3,512 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #46 | $163,000 | 3,182 | $10,000 | 200 | +2,982+1,491.00% | Add |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #41 | $104,962 | 2,046 | $100,558 | 2,046 | 00.00% | Unchanged |
| Archer Investment Corp |
| 0.02% | 0.02% | #19 | $86,376 | 1,684 | $82,501 | 1,679 | +5+0.30% | Add |
| Larson Financial Group LLC |
| <0.01% | <0.01% | #36 | $44,559 | 869 | $42,477 | 864 | +5+0.58% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #48 | $43,743 | 853 | $9,659 | 197 | +656+332.99% | Add |
| Medallion Wealth Advisors, LLC |
| 0.01% | 0.01% | #23 | $37,141 | 724 | $35,584 | 724 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #38 | $34,167 | 666 | $32,733 | 666 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #49 | $25,651 | 500 | $49 | 1 | +499+49,900.00% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| <0.01% | — | #35 | $15,390 | 300 | $0 | 0 | +300 | New Buy |
| Arax Advisory Partners |
| <0.01% | <0.01% | #43 | $10,783 | 210 | $24,720 | 503 | -293-58.25% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #50 | $3,134 | 61 | $0 | 0 | +61 | New Buy |
