| Orgel Wealth Management, LLC |
| 11.87% | 5.73% | #1 | $625.9M | 8.2M | $266.0M | 3.5M | +4.7M+135.00% | Add |
| Beaird Harris Wealth Management, LLC |
| 0.98% | 0.7% | #4 | $15.6M | 203,992 | $10.3M | 134,655 | +69,337+51.49% | Add |
| CGN Advisors LLC |
| 0.53% | 0.43% | #8 | $7.2M | 94,661 | $5.4M | 71,014 | +23,647+33.30% | Add |
| Werba Rubin Papier Wealth Management |
| 0.86% | 0.71% | #6 | $7.1M | 92,933 | $5.1M | 66,692 | +26,241+39.35% | Add |
| TD Capital Management LLC |
| 0.51% | — | #9 | $6.2M | 81,727 | $0 | 0 | +81,727 | New Buy |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.03% | #27 | $5.2M | 68,369 | $4.3M | 55,970 | +12,399+22.15% | Add |
| Keystone Financial Group, Inc. |
| 2.42% | 1.91% | #3 | $4.6M | 60,314 | $3.7M | 48,256 | +12,058+24.99% | Add |
| Entruity Wealth, LLC |
| 2.98% | — | #2 | $4.6M | 60,268 | $0 | 0 | +60,268 | New Buy |
| Bell Bank |
| 0.16% | — | #17 | $4.2M | 55,494 | $0 | 0 | +55,494 | New Buy |
| Pinnacle Financial Group, LLC / IL |
| 0.76% | 0.81% | #7 | $3.1M | 40,697 | $2.9M | 38,682 | +2,015+5.21% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #38 | $2.0M | 26,562 | $1.4M | 18,632 | +7,930+42.56% | Add |
| TD Waterhouse Canada Inc. |
| <0.01% | 0.01% | #34 | $1.7M | 21,881 | $2.1M | 27,368 | -5,487-20.05% | Reduce |
| Robertson Stephens Wealth Management, LLC |
| 0.04% | 0.04% | #24 | $1.6M | 21,227 | $1.6M | 21,027 | +200+0.95% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #32 | $1.6M | 21,156 | $1.5M | 20,198 | +958+4.74% | Add |
| Eldridge Investment Advisors, Inc. |
| 0.25% | 0.18% | #13 | $1.3M | 16,440 | $823,664 | 10,802 | +5,638+52.19% | Add |
| North Star Investment Management Corp. |
| 0.07% | 0.08% | #22 | $1.2M | 16,249 | $1.3M | 16,834 | -585-3.48% | Reduce |
| Mills Wealth Advisors LLC |
| 0.35% | 0.46% | #10 | $1.1M | 14,509 | $1.3M | 17,314 | -2,805-16.20% | Reduce |
| Balboa Wealth Partners |
| 0.15% | — | #18 | $1.1M | 14,337 | $0 | 0 | +14,337 | New Buy |
| HAZLETT, BURT & WATSON, INC. |
| 0.28% | 0.25% | #12 | $1.1M | 13,783 | $804,000 | 10,496 | +3,287+31.32% | Add |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
| 0.31% | 0.43% | #11 | $992,267 | 12,998 | $991,098 | 12,998 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #40 | $942,076 | 12,399 | $743,503 | 9,770 | +2,629+26.91% | Add |
| American Investment Services, Inc. |
| 0.19% | 0.18% | #15 | $909,425 | 11,913 | $826,065 | 10,834 | +1,079+9.96% | Add |
| Englebert Financial Advisers, LLC |
| 0.89% | 1.46% | #5 | $908,599 | 11,902 | $1.3M | 16,859 | -4,957-29.40% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #49 | $907,606 | 11,889 | $1.0M | 13,199 | -1,310-9.92% | Reduce |
| STEEL GROVE CAPITAL ADVISORS, LLC |
| 0.08% | 0.04% | #20 | $877,910 | 11,500 | $343,125 | 4,500 | +7,000+155.56% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #48 | $843,732 | 11,052 | $423,424 | 5,553 | +5,499+99.03% | Add |
| Prospera Financial Services Inc |
| 0.01% | 0.01% | #31 | $806,148 | 10,560 | $835,698 | 10,960 | -400-3.65% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #46 | $766,759 | 10,044 | $765,855 | 10,044 | 00.00% | Unchanged |
| Worth Asset Management, LLC |
| 0.23% | — | #14 | $728,360 | 9,541 | $0 | 0 | +9,541 | New Buy |
| Betterment LLC |
| <0.01% | <0.01% | #42 | $538,197 | 7,050 | $582,000 | 7,627 | -577-7.57% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #39 | $522,783 | 6,848 | $512,337 | 6,719 | +129+1.92% | Add |
| Essex Financial Services, Inc. |
| 0.02% | — | #29 | $434,375 | 5,690 | $0 | 0 | +5,690 | New Buy |
| Crusonia Wealth Advisors LLC |
| 0.07% | — | #21 | $423,305 | 5,545 | $0 | 0 | +5,545 | New Buy |
| Mariner, LLC |
| <0.01% | <0.01% | #45 | $413,607 | 5,418 | $519,024 | 6,823 | -1,405-20.59% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| <0.01% | <0.01% | #35 | $389,334 | 5,100 | $388,875 | 5,100 | 00.00% | Unchanged |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.01% | 0.01% | #30 | $350,020 | 4,585 | $330,925 | 4,340 | +245+5.65% | Add |
| Concurrent Investment Advisors, LLC |
| <0.01% | — | #36 | $343,759 | 4,503 | $0 | 0 | +4,503 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #37 | $331,657 | 4,344 | $117,782 | 1,549 | +2,795+180.44% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #43 | $318,490 | 4,172 | $275,000 | 3,606 | +566+15.70% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #51 | $306,333 | 4,013 | $0 | 0 | +4,013 | New Buy |
| Gutierrez Wealth Advisory, LLC |
| 0.17% | 0.18% | #16 | $291,557 | 3,819 | $288,947 | 3,789 | +30+0.79% | Add |
| Burton Enright Welch |
| 0.03% | — | #25 | $274,519 | 3,596 | $0 | 0 | +3,596 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #44 | $260,758 | 3,416 | $0 | 0 | +3,416 | New Buy |
| Aegis Wealth Management LLC |
| 0.12% | 0.14% | #19 | $250,014 | 3,275 | $249,719 | 3,275 | 00.00% | Unchanged |
| HBK Sorce Advisory LLC |
| <0.01% | <0.01% | #33 | $247,814 | 3,265 | $249,136 | 3,265 | 00.00% | Unchanged |
| Concord Wealth Partners |
| 0.03% | 0.03% | #26 | $233,622 | 3,060 | $231,148 | 3,031 | +29+0.96% | Add |
| CRA Financial Services, LLC |
| 0.02% | — | #28 | $203,936 | 2,671 | $0 | 0 | +2,671 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #41 | $186,728 | 2,446 | $234,393 | 3,074 | -628-20.43% | Reduce |
| Cornerstone National Bank & Trust Co |
| 0.06% | 0.06% | #23 | $163,422 | 2,151 | $163,584 | 2,151 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #50 | $62,598 | 820 | $0 | 0 | +820 | New Buy |
