| Family Manage LLC |
| 4.11% | 5.01% | #2 | $40.0M | 1.6M | $41.8M | 1.7M | -77,526-4.61% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #28 | $31.8M | 1.3M | $26.4M | 1.1M | +212,178+19.97% | Add |
| WJ Interests, LLC |
| 6.8% | 5.84% | #1 | $17.6M | 707,494 | $15.2M | 611,971 | +95,523+15.61% | Add |
| Destiny Wealth Partners, LLC |
| 2.06% | — | #4 | $15.1M | 610,353 | $0 | 0 | +610,353 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #26 | $11.4M | 456,601 | $11.3M | 455,185 | +1,416+0.31% | Add |
| COURIER CAPITAL LLC |
| 0.4% | — | #11 | $8.0M | 322,755 | $0 | 0 | +322,755 | New Buy |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.07% | — | #20 | $6.7M | 269,417 | $0 | 0 | +269,417 | New Buy |
| Jacksonville Wealth Management, LLC |
| 3.14% | 4.3% | #3 | $5.6M | 222,896 | $6.4M | 255,994 | -33,098-12.93% | Reduce |
| Auour Investments LLC |
| 1.27% | — | #5 | $4.4M | 178,056 | $0 | 0 | +178,056 | New Buy |
| AVAII WEALTH MANAGEMENT, LLC |
| 1.08% | 1.36% | #6 | $3.7M | 147,056 | $3.9M | 156,713 | -9,657-6.16% | Reduce |
| Pallas Capital Advisors LLC |
| 0.1% | 0.03% | #17 | $3.2M | 126,884 | $912,196 | 36,715 | +90,169+245.59% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.05% | — | #21 | $2.6M | 105,332 | $0 | 0 | +105,332 | New Buy |
| SilverOak Wealth Management LLC |
| 0.29% | 0.35% | #13 | $2.3M | 91,324 | $2.2M | 89,383 | +1,941+2.17% | Add |
| Advisory Services Network, LLC |
| 0.02% | 0.03% | #24 | $2.1M | 83,236 | $2.1M | 82,786 | +450+0.54% | Add |
| CORRADO ADVISORS, LLC |
| 1.05% | 1.08% | #7 | $2.1M | 83,151 | $2.1M | 83,151 | 00.00% | Unchanged |
| Pettinga Financial Advisors LLC |
| 0.3% | 0.1% | #12 | $1.9M | 75,594 | $507,509 | 20,427 | +55,167+270.07% | Add |
| Cetera Investment Advisers |
| <0.01% | — | #35 | $1.4M | 56,144 | $0 | 0 | +56,144 | New Buy |
| Hubbell Strickland Wealth Management, LLC |
| 0.47% | 0.52% | #10 | $1.3M | 52,376 | $1.3M | 52,585 | -209-0.40% | Reduce |
| Cushing Capital Partners, LLC |
| 0.84% | 0.83% | #8 | $1.2M | 49,142 | $1.1M | 43,721 | +5,421+12.40% | Add |
| M Wealth Management, LLC |
| 0.75% | 0.43% | #9 | $953,349 | 38,241 | $505,292 | 20,338 | +17,903+88.03% | Add |
| Ausdal Financial Partners, Inc. |
| 0.03% | 0.04% | #23 | $819,168 | 32,859 | $805,239 | 32,410 | +449+1.39% | Add |
| Signal Advisors Wealth, LLC |
| 0.04% | 0.07% | #22 | $795,867 | 31,924 | $950,407 | 38,253 | -6,329-16.55% | Reduce |
| Curated Wealth Partners LLC |
| 0.2% | 1.14% | #14 | $752,735 | 30,297 | $9.1M | 364,583 | -334,286-91.69% | Reduce |
| UMB Bank, n.a. |
| 0.01% | — | #27 | $698,040 | 28,000 | $0 | 0 | +28,000 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #44 | $644,528 | 25,854 | $439,433 | 17,687 | +8,167+46.18% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #46 | $495,060 | 19,858 | $0 | 0 | +19,858 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #30 | $411,370 | 16,501 | $268,102 | 10,791 | +5,710+52.91% | Add |
| Elmwood Wealth Management, Inc. |
| 0.1% | — | #18 | $387,662 | 15,550 | $0 | 0 | +15,550 | New Buy |
| Walser Wealth Management Company, A Ltd Liability Co |
| 0.15% | — | #16 | $362,133 | 14,526 | $0 | 0 | +14,526 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | — | #33 | $302,924 | 12,151 | $0 | 0 | +12,151 | New Buy |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #40 | $293,383 | 11,768 | $287,718 | 11,581 | +187+1.61% | Add |
| Waterloo Capital, L.P. |
| 0.01% | — | #25 | $238,680 | 9,574 | $0 | 0 | +9,574 | New Buy |
| Prime Capital Investment Advisors, LLC |
| <0.01% | — | #32 | $224,854 | 9,019 | $0 | 0 | +9,019 | New Buy |
| MARIPAU WEALTH MANAGEMENT LLC |
| 0.07% | 0.14% | #19 | $208,709 | 8,372 | $311,667 | 12,544 | -4,172-33.26% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #43 | $206,520 | 8,284 | $202,661 | 8,157 | +127+1.56% | Add |
| Three Bearings Fiduciary Advisors, Inc. |
| 0.18% | 0.2% | #15 | $202,582 | 8,126 | $201,891 | 8,126 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #39 | $202,028 | 8,143 | $0 | 0 | +8,143 | New Buy |
| HighTower Advisors, LLC |
| <0.01% | — | #41 | $201,534 | 8,084 | $0 | 0 | +8,084 | New Buy |
| WHITTIER TRUST CO OF NEVADA INC |
| <0.01% | <0.01% | #31 | $125,013 | 5,049 | $125,190 | 5,049 | 00.00% | Unchanged |
| WHITTIER TRUST CO |
| <0.01% | <0.01% | #36 | $112,170 | 4,523 | $112,148 | 4,523 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | — | #38 | $76,959 | 3,087 | $0 | 0 | +3,087 | New Buy |
| ASHTON THOMAS SECURITIES, LLC |
| 0.01% | — | #29 | $44,475 | 1,784 | $0 | 0 | +1,784 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #42 | $39,340 | 1,578 | $0 | 0 | +1,578 | New Buy |
| Strategic Wealth Partners, Ltd. |
| <0.01% | <0.01% | #34 | $24,830 | 996 | $24,746 | 996 | 00.00% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #37 | $4,762 | 191 | $0 | 0 | +191 | New Buy |
| Capital Analysts, LLC |
| <0.01% | — | #45 | $4,263 | 171 | $0 | 0 | +171 | New Buy |
