| LPL Financial LLC |
| 0.01% | 0.01% | #29 | $27.4M | 1.0M | $21.1M | 789,443 | +244,263+30.94% | Add |
| Marks Group Wealth Management, Inc |
| 1.11% | 0.94% | #4 | $12.8M | 481,889 | $9.7M | 364,630 | +117,259+32.16% | Add |
| Copley Financial Group, Inc. |
| 7.34% | 7.16% | #1 | $12.1M | 457,707 | $11.9M | 444,764 | +12,943+2.91% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #39 | $9.8M | 369,321 | $9.4M | 353,447 | +15,874+4.49% | Add |
| Heck Capital Advisors, LLC |
| 0.44% | 0.55% | #8 | $7.3M | 275,182 | $7.4M | 277,468 | -2,286-0.82% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.13% | 0.17% | #13 | $6.3M | 239,109 | $4.4M | 165,377 | +73,732+44.58% | Add |
| American Alpha Advisors, LLC |
| 3.41% | 2.91% | #2 | $6.3M | 237,822 | $5.5M | 205,052 | +32,770+15.98% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #27 | $6.1M | 229,153 | $6.1M | 229,584 | -431-0.19% | Reduce |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 2.49% | 3.13% | #3 | $5.8M | 217,633 | $7.4M | 278,015 | -60,382-21.72% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #26 | $5.5M | 208,113 | $5.4M | 203,560 | +4,553+2.24% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #42 | $3.8M | 144,412 | $3.2M | 118,904 | +25,508+21.45% | Add |
| OLD MISSION CAPITAL LLC |
| 0.05% | 0.02% | #16 | $2.9M | 107,671 | $1.5M | 56,027 | +51,644+92.18% | Add |
| PRIVATE CLIENT SERVICES, LLC |
| 0.74% | 1.23% | #5 | $2.8M | 106,663 | $4.1M | 154,142 | -47,479-30.80% | Reduce |
| Equitable Holdings, Inc. |
| 0.02% | 0.01% | #24 | $2.7M | 100,888 | $2.3M | 94,103 | +6,785+7.21% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #48 | $2.6M | 98,476 | $2.5M | 93,538 | +4,938+5.28% | Add |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.02% | #20 | $2.4M | 90,690 | $2.1M | 80,285 | +10,405+12.96% | Add |
| CIBC WORLD MARKET INC. |
| <0.01% | <0.01% | #32 | $2.2M | 81,377 | $2.0M | 75,305 | +6,072+8.06% | Add |
| Belpointe Asset Management LLC |
| 0.07% | 0.07% | #14 | $2.0M | 75,911 | $1.8M | 67,332 | +8,579+12.74% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #33 | $2.0M | 73,645 | $1.8M | 67,427 | +6,218+9.22% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #40 | $1.5M | 55,708 | $1.2M | 44,201 | +11,507+26.03% | Add |
| CreativeOne Wealth, LLC |
| 0.03% | 0.02% | #18 | $1.5M | 55,091 | $917,235 | 34,392 | +20,699+60.19% | Add |
| Colonial River Investments, LLC |
| 0.41% | — | #9 | $1.5M | 54,902 | $0 | 0 | +54,902 | New Buy |
| RFG Advisory, LLC |
| 0.02% | — | #21 | $1.3M | 50,265 | $0 | 0 | +50,265 | New Buy |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #41 | $1.3M | 47,171 | $1.2M | 45,881 | +1,290+2.81% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #37 | $1.3M | 47,154 | $1.2M | 46,599 | +555+1.19% | Add |
| Fearless Solutions, LLC dba Best Invest |
| 0.63% | 0.73% | #7 | $1.2M | 45,320 | $1.2M | 45,421 | -101-0.22% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.02% | — | #22 | $1.1M | 40,266 | $0 | 0 | +40,266 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #36 | $1.0M | 38,532 | $883,000 | 33,107 | +5,425+16.39% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.04% | 0.04% | #17 | $890,184 | 33,564 | $872,189 | 32,703 | +861+2.63% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #55 | $814,093 | 30,695 | $0 | 0 | +30,695 | New Buy |
| Tripletail Wealth Management, LLC |
| 0.65% | 0.76% | #6 | $573,478 | 21,531 | $554,725 | 20,845 | +686+3.29% | Add |
| Sankala Group LLC |
| 0.37% | — | #11 | $545,684 | 20,106 | $0 | 0 | +20,106 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #38 | $502,981 | 18,965 | $355,272 | 13,321 | +5,644+42.37% | Add |
| Unified Investment Management |
| 0.4% | 0.44% | #10 | $432,223 | 16,297 | $434,458 | 16,290 | +7+0.04% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #49 | $373,450 | 14,081 | $375,280 | 14,071 | +10+0.07% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #50 | $285,111 | 10,750 | $474,000 | 17,766 | -7,016-39.49% | Reduce |
| Perissos Private Wealth Management, LLC |
| 0.19% | — | #12 | $275,086 | 10,372 | $0 | 0 | +10,372 | New Buy |
| Plan Group Financial, LLC |
| 0.06% | — | #15 | $267,978 | 10,104 | $0 | 0 | +10,104 | New Buy |
| Onyx Bridge Wealth Group LLC |
| 0.02% | 0.02% | #23 | $203,480 | 7,672 | $205,312 | 7,698 | -26-0.34% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #34 | $198,088 | 7,469 | $174,751 | 6,552 | +917+14.00% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #44 | $159,354 | 6,008 | $0 | 0 | +6,008 | New Buy |
| AdvisorNet Financial, Inc |
| 0.01% | 0.01% | #30 | $118,288 | 4,460 | $97,746 | 3,665 | +795+21.69% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #47 | $91,283 | 3,442 | $83,676 | 3,138 | +304+9.69% | Add |
| Copia Wealth Management |
| 0.03% | 0.03% | #19 | $46,546 | 1,755 | $46,806 | 1,755 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #60 | $45,230 | 1,705 | $29 | 1 | +1,704+170,400.00% | Add |
| Key FInancial Inc |
| 0.01% | — | #28 | $42,303 | 1,595 | $0 | 0 | +1,595 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #46 | $35,802 | 1,350 | $36,005 | 1,350 | 00.00% | Unchanged |
| Bogart Wealth, LLC |
| <0.01% | <0.01% | #43 | $29,894 | 1,127 | $30,061 | 1,127 | 00.00% | Unchanged |
| Noble Wealth Management PBC |
| 0.01% | 0.01% | #25 | $26,522 | 1,000 | $26,670 | 1,000 | 00.00% | Unchanged |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #45 | $21,948 | 828 | $21,994 | 825 | +3+0.36% | Add |
