| LPL Financial LLC |
| 0.01% | 0.01% | #21 | $42.2M | 712,933 | $26.5M | 483,057 | +229,876+47.59% | Add |
| HighTower Advisors, LLC |
| 0.02% | <0.01% | #16 | $24.3M | 410,929 | $610,909 | 11,138 | +399,791+3,589.43% | Add |
| Legacy Financial Advisors, Inc. |
| 1.54% | 1.61% | #2 | $12.7M | 214,000 | $11.5M | 209,699 | +4,301+2.05% | Add |
| DAVENPORT & Co LLC |
| 0.05% | 0.04% | #10 | $11.2M | 189,292 | $8.2M | 150,401 | +38,891+25.86% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.02% | #19 | $9.0M | 151,640 | $8.6M | 156,319 | -4,679-2.99% | Reduce |
| Dakota Wealth Management |
| 0.14% | 0.14% | #8 | $7.3M | 122,713 | $6.6M | 119,931 | +2,782+2.32% | Add |
| Three Magnolias Financial Advisors, LLC |
| 4.03% | 3.28% | #1 | $7.2M | 122,363 | $5.2M | 93,934 | +28,429+30.26% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #28 | $6.5M | 109,347 | $0 | 0 | +109,347 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #33 | $5.3M | 90,111 | $3.7M | 67,735 | +22,376+33.03% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.02% | #17 | $4.5M | 75,980 | $4.1M | 74,324 | +1,656+2.23% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #22 | $3.9M | 65,787 | $4.5M | 82,208 | -16,421-19.97% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | 0.01% | #25 | $3.8M | 64,745 | $5.6M | 102,314 | -37,569-36.72% | Reduce |
| Apollon Wealth Management, LLC |
| 0.04% | 0.03% | #12 | $2.9M | 49,763 | $2.0M | 36,525 | +13,238+36.24% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #26 | $2.8M | 46,775 | $2.5M | 44,898 | +1,877+4.18% | Add |
| Global Retirement Partners, LLC |
| 0.03% | — | #14 | $2.0M | 33,973 | $0 | 0 | +33,973 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | — | #29 | $2.0M | 33,149 | $0 | 0 | +33,149 | New Buy |
| PlanVest Financial, Inc |
| 0.98% | 0.98% | #3 | $1.5M | 24,737 | $1.3M | 23,407 | +1,330+5.68% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | — | #23 | $1.4M | 23,273 | $0 | 0 | +23,273 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.01% | #18 | $1.4M | 23,073 | $668,543 | 12,189 | +10,884+89.29% | Add |
| Equitable Holdings, Inc. |
| 0.01% | 0.01% | #24 | $1.1M | 18,043 | $910,986 | 15,964 | +2,079+13.02% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.04% | 0.04% | #11 | $1.0M | 17,185 | $999,215 | 18,218 | -1,033-5.67% | Reduce |
| COFG Advisors, LLC |
| 0.17% | 0.18% | #5 | $975,785 | 16,491 | $707,813 | 12,905 | +3,586+27.79% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #42 | $701,460 | 11,855 | $0 | 0 | +11,855 | New Buy |
| Waterloo Capital, L.P. |
| 0.03% | 0.04% | #13 | $573,357 | 9,690 | $531,478 | 9,690 | 00.00% | Unchanged |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.03% | — | #15 | $529,867 | 8,955 | $0 | 0 | +8,955 | New Buy |
| Envision Financial LLC |
| 0.24% | 0.26% | #4 | $520,104 | 8,790 | $487,600 | 8,890 | -100-1.12% | Reduce |
| WEDBUSH SECURITIES INC |
| 0.01% | 0.01% | #20 | $495,667 | 8,377 | $359,000 | 6,552 | +1,825+27.85% | Add |
| GoalVest Advisory LLC |
| 0.06% | 0.06% | #9 | $323,364 | 5,465 | $299,745 | 5,465 | 00.00% | Unchanged |
| GENTRY PRIVATE WEALTH, LLC |
| 0.17% | 0.18% | #6 | $323,364 | 5,465 | $299,745 | 5,465 | 00.00% | Unchanged |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #30 | $294,637 | 4,980 | $278,765 | 5,083 | -103-2.03% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #31 | $293,757 | 4,965 | $264,205 | 4,817 | +148+3.07% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #36 | $259,514 | 4,386 | $280,558 | 5,115 | -729-14.25% | Reduce |
| AGH Wealth Advisors, LLC |
| 0.16% | 0.18% | #7 | $257,331 | 4,349 | $238,534 | 4,349 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #34 | $220,645 | 3,729 | $241,551 | 4,404 | -675-15.33% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | — | #43 | $219,140 | 3,704 | $0 | 0 | +3,704 | New Buy |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #35 | $211,215 | 3,570 | $268,758 | 4,900 | -1,330-27.14% | Reduce |
| FIFTH THIRD BANCORP |
| <0.01% | — | #38 | $141,949 | 2,399 | $0 | 0 | +2,399 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #39 | $35,502 | 600 | $0 | 0 | +600 | New Buy |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #27 | $34,910 | 590 | $32,360 | 590 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | — | #44 | $18,461 | 312 | $0 | 0 | +312 | New Buy |
| Larson Financial Group LLC |
| <0.01% | — | #37 | $10,059 | 170 | $0 | 0 | +170 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #41 | $8,520 | 144 | $19,677 | 359 | -215-59.89% | Reduce |
| Ritter Daniher Financial Advisory LLC / DE |
| <0.01% | <0.01% | #32 | $5,302 | 90 | $4,785 | 87 | +3+3.45% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | — | #45 | $638 | 11 | $0 | 0 | +11 | New Buy |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #40 | $356 | 6 | $330 | 6 | 00.00% | Unchanged |
