| ANDERSON HOAGLAND & CO |
| 4.2% | 4.11% | #2 | $53.5M | 302,472 | $47.8M | 307,946 | -5,474-1.78% | Reduce |
| Systelligence, LLC |
| 4.75% | 3.25% | #1 | $28.4M | 160,678 | $16.7M | 107,954 | +52,724+48.84% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #59 | $26.3M | 148,790 | $25.6M | 165,335 | -16,545-10.01% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #64 | $22.1M | 124,650 | $12.6M | 81,342 | +43,308+53.24% | Add |
| Opus Capital Group, LLC |
| 1.84% | 1.77% | #7 | $19.0M | 107,138 | $16.4M | 106,039 | +1,099+1.04% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.04% | 0.03% | #37 | $15.4M | 86,812 | $12.0M | 77,198 | +9,614+12.45% | Add |
| UMB Bank, n.a. |
| 0.15% | 0.14% | #27 | $11.7M | 66,037 | $10.4M | 66,873 | -836-1.25% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #76 | $10.4M | 58,773 | $8.6M | 55,666 | +3,107+5.58% | Add |
| Storen Legacy Partners, LLC |
| 2.76% | 2.85% | #4 | $10.1M | 57,126 | $9.1M | 58,705 | -1,579-2.69% | Reduce |
| Rooted Wealth Advisors, Inc. |
| 2.36% | 2.06% | #5 | $9.7M | 54,569 | $7.8M | 46,955 | +7,614+16.22% | Add |
| Geneos Wealth Management Inc. |
| 0.16% | 0.16% | #26 | $7.8M | 44,273 | $6.8M | 43,757 | +516+1.18% | Add |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
| 0.96% | 0.9% | #11 | $7.6M | 43,048 | $6.2M | 39,930 | +3,118+7.81% | Add |
| ADVISORTRUST PARTNERS, LLC |
| 2.06% | 0.2% | #6 | $6.0M | 34,070 | $483,059 | 3,115 | +30,955+993.74% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #60 | $4.9M | 27,724 | $3.1M | 19,827 | +7,897+39.83% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #88 | $3.7M | 20,972 | $2.6M | 16,559 | +4,413+26.65% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #67 | $3.6M | 20,611 | $2.6M | 16,653 | +3,958+23.77% | Add |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
| 1.13% | 1.01% | #10 | $3.6M | 20,336 | $2.3M | 14,977 | +5,359+35.78% | Add |
| Partners in Financial Planning |
| 0.52% | 0.5% | #14 | $3.4M | 19,325 | $3.0M | 19,332 | -7-0.04% | Reduce |
| TFB Advisors LLC |
| 1.5% | 1.44% | #9 | $3.4M | 19,206 | $2.8M | 17,741 | +1,465+8.26% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #79 | $3.0M | 16,900 | $0 | 0 | +16,900 | New Buy |
| Cedar Point Capital Partners, LLC |
| 1.62% | 1.56% | #8 | $2.8M | 15,926 | $2.4M | 15,495 | +431+2.78% | Add |
| Walkner Condon Financial Advisors LLC |
| 0.31% | 0.33% | #15 | $2.7M | 15,363 | $2.5M | 15,936 | -573-3.60% | Reduce |
| MGO ONE SEVEN LLC |
| 0.04% | 0.05% | #35 | $2.7M | 15,169 | $2.3M | 14,570 | +599+4.11% | Add |
| VICTORY FINANCIAL GROUP, LLC |
| 0.28% | 0.29% | #19 | $2.7M | 15,156 | $2.4M | 15,353 | -197-1.28% | Reduce |
| Equitable Holdings, Inc. |
| 0.01% | — | #47 | $2.3M | 12,889 | $0 | 0 | +12,889 | New Buy |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| 0.1% | 0.1% | #30 | $2.2M | 12,619 | $2.1M | 13,558 | -939-6.93% | Reduce |
| Onyx Bridge Wealth Group LLC |
| 0.2% | 0.21% | #23 | $2.2M | 12,461 | $1.9M | 12,345 | +116+0.94% | Add |
| RESOLUTE WEALTH ADVISOR, INC. |
| 3.51% | 1.25% | #3 | $2.2M | 14,185 | $2.2M | 14,185 | 00.00% | Unchanged |
| CALTON & ASSOCIATES, INC. |
| 0.3% | 0.16% | #18 | $2.0M | 11,419 | $1.1M | 7,270 | +4,149+57.07% | Add |
| Apollon Wealth Management, LLC |
| 0.02% | 0.02% | #41 | $1.7M | 9,743 | $1.3M | 8,093 | +1,650+20.39% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #87 | $1.7M | 9,650 | $1.4M | 9,295 | +355+3.82% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.03% | 0.03% | #38 | $1.7M | 9,447 | $1.7M | 11,087 | -1,640-14.79% | Reduce |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
| 0.22% | 0.21% | #20 | $1.7M | 9,442 | $1.4M | 9,145 | +297+3.25% | Add |
| NewEdge Advisors, LLC |
| <0.01% | 0.01% | #65 | $1.6M | 8,976 | $1.4M | 9,215 | -239-2.59% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #92 | $1.6M | 8,835 | $1.4M | 9,225 | -390-4.23% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #91 | $1.5M | 8,360 | $1.1M | 7,078 | +1,282+18.11% | Add |
| FIRST MANHATTAN CO. LLC. |
| <0.01% | <0.01% | #71 | $1.5M | 8,339 | $1.3M | 8,339 | 00.00% | Unchanged |
| Centric Wealth Management |
| 0.22% | — | #21 | $1.4M | 7,610 | $0 | 0 | +7,610 | New Buy |
| RHS Financial, LLC |
| 0.57% | 0.47% | #13 | $1.4M | 7,967 | $984,261 | 6,347 | +1,620+25.52% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #83 | $1.4M | 7,870 | $329,792 | 2,127 | +5,743+270.00% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.03% | 0.02% | #39 | $1.4M | 7,849 | $952,046 | 6,139 | +1,710+27.85% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #86 | $1.3M | 7,250 | $1.2M | 7,558 | -308-4.08% | Reduce |
| Seed Wealth Management, Inc. |
| 0.74% | 0.71% | #12 | $1.2M | 6,650 | $1.0M | 6,650 | 00.00% | Unchanged |
| Clark Asset Management, LLC |
| 0.09% | 0.09% | #31 | $1.1M | 6,350 | $983,831 | 6,344 | +6+0.09% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.01% | 0.01% | #54 | $1.1M | 6,143 | $1.2M | 7,533 | -1,390-18.45% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #82 | $848,329 | 4,794 | $731,170 | 4,715 | +79+1.68% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.01% | <0.01% | #57 | $652,792 | 3,689 | $373,648 | 2,409 | +1,280+53.13% | Add |
| Physician Wealth Advisors, Inc. |
| 0.08% | 0.08% | #32 | $647,503 | 3,659 | $590,710 | 3,809 | -150-3.94% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #53 | $543,457 | 3,071 | $0 | 0 | +3,071 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #78 | $539,228 | 3,047 | $469,102 | 3,025 | +22+0.73% | Add |
