| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #79 | $17.5M | 368,468 | $13.1M | 298,703 | +69,765+23.36% | Add |
| Spectrum Asset Management, Inc. (NB/CA) |
| 3.34% | 3.57% | #2 | $12.1M | 254,816 | $11.2M | 255,370 | -554-0.22% | Reduce |
| REAP Financial Group, LLC |
| 1.81% | 1.98% | #3 | $10.6M | 222,958 | $10.0M | 227,985 | -5,027-2.20% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #72 | $6.4M | 134,433 | $5.6M | 126,827 | +7,606+6.00% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.03% | #54 | $6.0M | 126,233 | $7.8M | 176,952 | -50,719-28.66% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #62 | $5.5M | 116,561 | $4.0M | 91,025 | +25,536+28.05% | Add |
| WINNACLE WEALTH LLC |
| 3.55% | 3.85% | #1 | $5.2M | 109,924 | $5.0M | 113,643 | -3,719-3.27% | Reduce |
| Wood Tarver Financial Group, LLC |
| 0.99% | 1.16% | #5 | $4.2M | 88,810 | $4.2M | 95,753 | -6,943-7.25% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #75 | $4.2M | 87,804 | $3.9M | 88,464 | -660-0.75% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.2% | 0.19% | #19 | $3.9M | 82,148 | $3.3M | 72,970 | +9,178+12.58% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | 0.01% | #77 | $3.9M | 81,306 | $3.5M | 78,866 | +2,440+3.09% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #95 | $3.7M | 77,466 | $3.0M | 67,546 | +9,920+14.69% | Add |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
| 0.88% | 0.9% | #6 | $3.5M | 74,812 | $3.3M | 74,812 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #93 | $3.5M | 73,913 | $3.8M | 87,001 | -13,088-15.04% | Reduce |
| Advyzon Investment Management, LLC |
| 0.25% | 0.32% | #17 | $3.4M | 71,876 | $3.6M | 80,813 | -8,937-11.06% | Reduce |
| Maia Wealth LLC |
| 0.44% | 0.48% | #10 | $3.0M | 62,732 | $2.8M | 64,478 | -1,746-2.71% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #80 | $2.8M | 59,115 | $2.6M | 59,609 | -494-0.83% | Reduce |
| LifeWealth Investments, LLC |
| 0.71% | 0.74% | #7 | $2.6M | 55,849 | $2.5M | 56,445 | -596-1.06% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.03% | 0.04% | #45 | $2.6M | 54,102 | $2.4M | 55,236 | -1,134-2.05% | Reduce |
| Hardworking Capital Advisors, LLC |
| 1.64% | 1.87% | #4 | $2.0M | 42,426 | $2.0M | 45,546 | -3,120-6.85% | Reduce |
| Ignite Planners, LLC |
| 0.25% | 0.26% | #16 | $1.8M | 38,301 | $1.7M | 38,301 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #102 | $1.4M | 30,073 | $551,693 | 12,730 | +17,343+136.24% | Add |
| Prospera Financial Services Inc |
| 0.02% | 0.02% | #56 | $1.3M | 27,189 | $1.2M | 27,399 | -210-0.77% | Reduce |
| Kovack Advisors, Inc. |
| 0.06% | 0.06% | #37 | $1.2M | 25,672 | $1.1M | 25,394 | +278+1.09% | Add |
| Signal Advisors Wealth, LLC |
| 0.06% | 0.08% | #36 | $1.2M | 25,440 | $1.2M | 26,457 | -1,017-3.84% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.03% | 0.03% | #48 | $1.2M | 25,354 | $1.3M | 29,111 | -3,757-12.91% | Reduce |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.51% | — | #8 | $1.2M | 24,897 | $0 | 0 | +24,897 | New Buy |
| Mutual Advisors, LLC |
| 0.02% | 0.02% | #51 | $1.1M | 23,985 | $1.1M | 24,470 | -485-1.98% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #90 | $1.1M | 23,192 | $1.2M | 27,127 | -3,935-14.51% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.02% | — | #55 | $1.1M | 23,060 | $0 | 0 | +23,060 | New Buy |
| Ameritas Advisory Services, LLC |
| 0.02% | 0.01% | #57 | $897,422 | 18,917 | $297,532 | 6,768 | +12,149+179.51% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #103 | $894,339 | 18,852 | $331,734 | 7,546 | +11,306+149.83% | Add |
| Integrity Financial Corp /WA |
| 0.42% | 0.41% | #12 | $875,790 | 18,461 | $821,554 | 18,688 | -227-1.21% | Reduce |
| Nova Wealth Management, Inc. |
| 0.45% | 0.5% | #9 | $818,055 | 17,244 | $763,217 | 17,361 | -117-0.67% | Reduce |
| McKinley Carter Wealth Services, Inc. |
| 0.04% | 0.04% | #41 | $803,349 | 16,934 | $744,446 | 16,934 | 00.00% | Unchanged |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.02% | #61 | $760,083 | 16,022 | $1.1M | 24,133 | -8,111-33.61% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.04% | 0.04% | #44 | $733,185 | 15,455 | $679,427 | 15,455 | 00.00% | Unchanged |
| Onyx Bridge Wealth Group LLC |
| 0.06% | 0.07% | #34 | $712,169 | 15,012 | $659,952 | 15,012 | 00.00% | Unchanged |
| PRECEDENT WEALTH PARTNERS, LLC |
| 0.12% | 0.13% | #25 | $702,776 | 14,814 | $651,247 | 14,814 | 00.00% | Unchanged |
| Bluespring Wealth Management, LLC |
| 0.01% | — | #60 | $697,368 | 14,700 | $0 | 0 | +14,700 | New Buy |
| First Heartland Consultants, Inc. |
| 0.04% | 0.05% | #42 | $636,502 | 13,417 | $589,833 | 13,417 | 00.00% | Unchanged |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #66 | $608,845 | 12,834 | $518,439 | 11,793 | +1,041+8.83% | Add |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #65 | $597,554 | 12,596 | $553,740 | 12,596 | 00.00% | Unchanged |
| &PARTNERS |
| <0.01% | <0.01% | #84 | $586,169 | 12,356 | $661,051 | 15,037 | -2,681-17.83% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #94 | $563,227 | 11,789 | $523,477 | 11,839 | -50-0.42% | Reduce |
| Inspire Advisors, LLC |
| 0.04% | 0.04% | #43 | $534,412 | 11,265 | $495,227 | 11,265 | 00.00% | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #71 | $533,131 | 11,238 | $494,040 | 11,238 | 00.00% | Unchanged |
| Sloy Dahl & Holst, LLC |
| 0.07% | 0.07% | #33 | $528,482 | 11,140 | $489,733 | 11,140 | 00.00% | Unchanged |
| Accel Wealth Management |
| 0.12% | 0.14% | #24 | $527,438 | 11,118 | $519,143 | 11,809 | -691-5.85% | Reduce |
| LEGACY SOLUTIONS, LLC |
| 0.43% | 0.45% | #11 | $526,062 | 11,089 | $487,490 | 11,089 | 00.00% | Unchanged |
