| WJ Interests, LLC |
| 20.23% | 17.05% | #1 | $52.5M | 1.7M | $44.4M | 1.6M | +74,355+4.56% | Add |
| Ferguson Shapiro LLC |
| 13.06% | 14.45% | #2 | $44.6M | 1.5M | $47.4M | 1.7M | -292,730-16.79% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.16% | 0.23% | #19 | $31.9M | 1.0M | $28.8M | 1.1M | -21,609-2.04% | Reduce |
| Wright Wealth LLC |
| 11.37% | 10.82% | #3 | $18.9M | 615,409 | $16.2M | 594,133 | +21,276+3.58% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #27 | $15.4M | 499,035 | $13.3M | 487,384 | +11,651+2.39% | Add |
| Professional Financial Advisors, LLC |
| 2.3% | 2.37% | #7 | $13.3M | 432,593 | $11.6M | 426,882 | +5,711+1.34% | Add |
| Aspect Partners, LLC |
| 3.32% | 3.11% | #6 | $8.9M | 289,040 | $7.6M | 279,811 | +9,229+3.30% | Add |
| World Investment Advisors |
| 0.14% | 0.13% | #20 | $8.4M | 307,301 | $8.4M | 307,301 | 00.00% | Unchanged |
| MATHER GROUP, LLC. |
| 0.05% | 0.02% | #25 | $6.0M | 195,562 | $1.6M | 58,635 | +136,927+233.52% | Add |
| BLVD Private Wealth, LLC |
| 3.82% | 4.09% | #5 | $5.1M | 167,074 | $4.7M | 173,110 | -6,036-3.49% | Reduce |
| Fermata Advisors, LLC |
| 1% | 0.84% | #9 | $4.9M | 160,634 | $3.7M | 136,634 | +24,000+17.57% | Add |
| Wealthcare Advisory Partners LLC |
| 0.09% | 0.08% | #23 | $4.6M | 150,731 | $3.9M | 141,871 | +8,860+6.25% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.38% | — | #12 | $3.7M | 121,915 | $0 | 0 | +121,915 | New Buy |
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
| 0.28% | 0.19% | #13 | $3.6M | 118,108 | $2.1M | 78,208 | +39,900+51.02% | Add |
| Accurate Wealth Management, LLC |
| 0.26% | 0.34% | #14 | $2.7M | 88,373 | $2.8M | 97,516 | -9,143-9.38% | Reduce |
| Nicholas Hoffman & Company, LLC. |
| 0.05% | 0.04% | #26 | $2.3M | 75,145 | $1.8M | 66,517 | +8,628+12.97% | Add |
| Oregon Pacific Wealth Management, LLC |
| 1.63% | 1.62% | #8 | $1.7M | 56,346 | $1.6M | 57,033 | -687-1.20% | Reduce |
| RHS Financial, LLC |
| 0.68% | — | #10 | $1.7M | 54,570 | $0 | 0 | +54,570 | New Buy |
| Manhattan West Asset Management, LLC |
| 0.23% | — | #16 | $1.4M | 45,085 | $0 | 0 | +45,085 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #31 | $1.2M | 40,433 | $987,548 | 36,294 | +4,139+11.40% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #30 | $1.2M | 39,779 | $1.1M | 39,779 | 00.00% | Unchanged |
| Private Advisory Group LLC |
| 0.06% | 0.06% | #24 | $1.1M | 34,771 | $946,119 | 34,771 | 00.00% | Unchanged |
| Ballast Rock Private Wealth LLC |
| 0.49% | 0.39% | #11 | $1.1M | 34,678 | $704,152 | 25,878 | +8,800+34.01% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #37 | $1.1M | 34,665 | $839,313 | 30,846 | +3,819+12.38% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #40 | $932,098 | 30,322 | $616,751 | 23,300 | +7,022+30.14% | Add |
| Astoria Portfolio Advisors LLC. |
| 0.13% | — | #21 | $797,472 | 25,926 | $0 | 0 | +25,926 | New Buy |
| Worth Asset Management, LLC |
| 0.25% | 0.25% | #15 | $766,847 | 24,930 | $665,176 | 24,446 | +484+1.98% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #38 | $610,002 | 19,831 | $541,370 | 19,896 | -65-0.33% | Reduce |
| Innova Wealth Partners |
| 0.18% | 0.18% | #18 | $437,161 | 14,212 | $386,709 | 14,212 | 00.00% | Unchanged |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #32 | $341,867 | 11,114 | $190,007 | 6,983 | +4,131+59.16% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #33 | $272,657 | 8,864 | $14,476 | 532 | +8,332+1,566.17% | Add |
| Sherman Wealth Management LLC |
| 0.2% | 0.19% | #17 | $267,264 | 8,689 | $225,807 | 8,299 | +390+4.70% | Add |
| Barnes Wealth Management Group, Inc |
| 0.11% | 0.11% | #22 | $244,032 | 7,933 | $214,236 | 7,873 | +60+0.76% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #36 | $212,306 | 6,902 | $223,000 | 8,207 | -1,305-15.90% | Reduce |
| Inspire Advisors, LLC |
| 0.01% | 0.02% | #28 | $202,443 | 6,581 | $217,119 | 7,979 | -1,398-17.52% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #39 | $108,717 | 3,534 | $0 | 0 | +3,534 | New Buy |
| Cohalo Advisory LLC |
| 4.82% | 5.03% | #4 | $79,638 | 2,589 | $71,117 | 2,613 | -24-0.92% | Reduce |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #34 | $32,852 | 1,068 | $29,060 | 1,068 | 00.00% | Unchanged |
| True Wealth Design, LLC |
| 0.01% | 0.01% | #29 | $24,578 | 799 | $21,741 | 799 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #41 | $4,429 | 144 | $8,353 | 307 | -163-53.09% | Reduce |
| Triumph Capital Management |
| <0.01% | <0.01% | #35 | $3,076 | 100 | $2,721 | 100 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #44 | $2,153 | 70 | $0 | 0 | +70 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #42 | $2,030 | 66 | $10,197 | 371 | -305-82.21% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #43 | $1,322 | 43 | $0 | 0 | +43 | New Buy |
