| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #19 | $72.4M | 2.4M | $51.5M | 1.9M | +492,819+25.48% | Add |
| Merit Financial Group, LLC |
| 0.13% | 0.14% | #8 | $20.6M | 689,804 | $18.3M | 687,572 | +2,232+0.32% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.28% | — | #3 | $12.9M | 431,208 | $0 | 0 | +431,208 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #38 | $11.8M | 393,794 | $9.7M | 365,086 | +28,708+7.86% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #35 | $11.1M | 372,933 | $7.5M | 279,570 | +93,363+33.40% | Add |
| Visionary Wealth Advisors |
| 0.24% | 0.2% | #5 | $6.1M | 205,799 | $4.5M | 169,965 | +35,834+21.08% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #36 | $5.8M | 193,466 | $944,369 | 35,436 | +158,030+445.96% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #26 | $5.7M | 191,596 | $2.7M | 100,132 | +91,464+91.34% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.04% | 0.04% | #10 | $2.8M | 94,839 | $2.4M | 88,850 | +5,989+6.74% | Add |
| Cassady Wealth & Retirement Planning, LLC |
| 0.8% | 0.66% | #1 | $1.7M | 57,312 | $1.4M | 46,941 | +10,371+22.09% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #34 | $1.4M | 48,574 | $1.0M | 38,927 | +9,647+24.78% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #27 | $1.3M | 43,189 | $2.0M | 75,760 | -32,571-42.99% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #47 | $1.2M | 41,517 | $0 | 0 | +41,517 | New Buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| 0.24% | — | #4 | $1.2M | 40,176 | $0 | 0 | +40,176 | New Buy |
| CAP Partners, LLC |
| 0.55% | 0.25% | #2 | $1.1M | 37,553 | $444,821 | 16,691 | +20,862+124.99% | Add |
| Sigma Planning Corp |
| 0.03% | 0.03% | #17 | $1.1M | 35,514 | $1.2M | 46,817 | -11,303-24.14% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #25 | $983,361 | 32,954 | $950,681 | 35,672 | -2,718-7.62% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #41 | $960,547 | 32,189 | $787,486 | 29,546 | +2,643+8.95% | Add |
| Tactive Advisors, LLC |
| 0.2% | 0.19% | #6 | $793,058 | 26,577 | $686,211 | 25,749 | +828+3.22% | Add |
| Souders Financial Advisors |
| 0.08% | 0.05% | #9 | $754,809 | 25,295 | $461,026 | 17,299 | +7,996+46.22% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #46 | $713,683 | 23,917 | $262,103 | 9,835 | +14,082+143.18% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.01% | 0.01% | #23 | $707,657 | 23,715 | $600,931 | 22,549 | +1,166+5.17% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #49 | $662,269 | 22,194 | $0 | 0 | +22,194 | New Buy |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #33 | $612,795 | 20,536 | $260,374 | 9,770 | +10,766+110.19% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #40 | $377,995 | 12,667 | $374,790 | 14,063 | -1,396-9.93% | Reduce |
| Latitude Advisors, LLC |
| 0.15% | 0.17% | #7 | $375,900 | 12,597 | $375,826 | 14,102 | -1,505-10.67% | Reduce |
| NWF Advisory Services Inc. |
| 0.03% | — | #14 | $358,080 | 12,000 | $0 | 0 | +12,000 | New Buy |
| PFG Investments, LLC |
| 0.01% | 0.01% | #22 | $358,025 | 11,998 | $315,716 | 11,847 | +151+1.27% | Add |
| Capital Wealth Planning, LLC |
| <0.01% | <0.01% | #37 | $357,933 | 11,995 | $311,680 | 11,695 | +300+2.57% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | — | #30 | $353,842 | 11,858 | $0 | 0 | +11,858 | New Buy |
| Onyx Bridge Wealth Group LLC |
| 0.03% | 0.03% | #16 | $303,562 | 10,173 | $271,110 | 10,173 | 00.00% | Unchanged |
| HBK Sorce Advisory LLC |
| 0.01% | — | #28 | $302,333 | 10,115 | $0 | 0 | +10,115 | New Buy |
| Keating Financial Advisory Services, Inc. |
| 0.04% | 0.03% | #11 | $300,489 | 10,070 | $211,068 | 7,920 | +2,150+27.15% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #42 | $284,830 | 9,472 | $233,402 | 8,657 | +815+9.41% | Add |
| Hilltop Holdings Inc. |
| 0.02% | — | #18 | $271,085 | 9,085 | $0 | 0 | +9,085 | New Buy |
| Ascentis Independent Advisors |
| 0.03% | 0.02% | #13 | $256,071 | 9,609 | $256,071 | 9,609 | 00.00% | Unchanged |
| Traynor Capital Management, Inc. |
| 0.01% | — | #24 | $231,881 | 7,771 | $0 | 0 | +7,771 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #51 | $214,848 | 7,200 | $773,996 | 29,043 | -21,843-75.21% | Reduce |
| Avidian Wealth Enterprises, LLC |
| 0.01% | — | #29 | $205,001 | 6,870 | $0 | 0 | +6,870 | New Buy |
| Clear Trail Advisors, LLC |
| 0.03% | 0.05% | #15 | $201,402 | 6,749 | $290,197 | 10,889 | -4,140-38.02% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #39 | $112,541 | 3,771 | $0 | 0 | +3,771 | New Buy |
| MTM Investment Management, LLC |
| 0.01% | 0.01% | #21 | $50,728 | 1,700 | $45,305 | 1,700 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #48 | $44,760 | 1,500 | $0 | 0 | +1,500 | New Buy |
| Institute for Wealth Management, LLC. |
| <0.01% | — | #32 | $33,950 | 1,138 | $0 | 0 | +1,138 | New Buy |
| PURSUIT WEALTH STRATEGIES, LLC |
| 0.04% | — | #12 | $30,109 | 1,009 | $0 | 0 | +1,009 | New Buy |
| TSFG, LLC |
| <0.01% | — | #31 | $29,273 | 981 | $0 | 0 | +981 | New Buy |
| PIN OAK INVESTMENT ADVISORS INC |
| 0.02% | 0.01% | #20 | $23,633 | 792 | $21,000 | 792 | 00.00% | Unchanged |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | — | #52 | $14,978 | 514 | $0 | 0 | +514 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | — | #45 | $12,682 | 425 | $0 | 0 | +425 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #44 | $10,205 | 342 | $7,888 | 296 | +46+15.54% | Add |
