| CARY STREET PARTNERS FINANCIAL LLC |
| 0.44% | 0.34% | #7 | $20.1M | 362,634 | $13.7M | 261,232 | +101,402+38.82% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #32 | $12.0M | 217,407 | $11.2M | 213,771 | +3,636+1.70% | Add |
| Security National Bank |
| 1.42% | 1.99% | #2 | $11.9M | 214,519 | $13.7M | 260,015 | -45,496-17.50% | Reduce |
| Private Advisor Group, LLC |
| 0.05% | — | #13 | $11.8M | 212,735 | $0 | 0 | +212,735 | New Buy |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.52% | 0.57% | #5 | $10.2M | 184,895 | $10.0M | 185,779 | -884-0.48% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #34 | $9.2M | 166,008 | $7.6M | 144,691 | +21,317+14.73% | Add |
| Valmark Advisers, Inc. |
| 0.09% | 0.09% | #11 | $8.6M | 156,010 | $7.5M | 142,210 | +13,800+9.70% | Add |
| Merit Financial Group, LLC |
| 0.05% | 0.06% | #14 | $7.8M | 140,014 | $8.2M | 156,489 | -16,475-10.53% | Reduce |
| Sterling Investment Advisors, Ltd. |
| 0.93% | 1% | #3 | $6.0M | 107,733 | $5.5M | 104,538 | +3,195+3.06% | Add |
| Independent Wealth Advisors LLC |
| 4.64% | 4.45% | #1 | $5.1M | 92,692 | $4.5M | 86,158 | +6,534+7.58% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #26 | $4.8M | 86,555 | $4.9M | 93,223 | -6,668-7.15% | Reduce |
| Farther Finance Advisors, LLC |
| 0.03% | 0.03% | #19 | $4.0M | 71,472 | $3.6M | 67,754 | +3,718+5.49% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #41 | $3.1M | 55,495 | $16.4M | 311,169 | -255,674-82.17% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #31 | $2.8M | 50,817 | $2.4M | 45,755 | +5,062+11.06% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #30 | $2.8M | 50,377 | $2.7M | 50,517 | -140-0.28% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #44 | $2.7M | 48,938 | $3.0M | 56,781 | -7,843-13.81% | Reduce |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| 0.45% | 0.37% | #6 | $2.2M | 39,934 | $1.5M | 27,772 | +12,162+43.79% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #48 | $2.1M | 37,513 | $1.4M | 27,037 | +10,476+38.75% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #33 | $1.9M | 34,313 | $2.1M | 40,426 | -6,113-15.12% | Reduce |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #35 | $1.4M | 25,990 | $1.4M | 25,959 | +31+0.12% | Add |
| Investment Partners Asset Management, Inc. |
| 0.72% | 0.78% | #4 | $1.3M | 23,538 | $1.3M | 23,872 | -334-1.40% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #45 | $1.3M | 23,104 | $1.6M | 30,838 | -7,734-25.08% | Reduce |
| Retirement Planning Group, LLC |
| 0.03% | 0.08% | #18 | $1.2M | 22,531 | $2.5M | 48,135 | -25,604-53.19% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.02% | 0.02% | #20 | $1.2M | 21,727 | $1.2M | 22,475 | -748-3.33% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| <0.01% | <0.01% | #27 | $857,011 | 15,482 | $227,877 | 4,339 | +11,143+256.81% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #23 | $737,031 | 13,311 | $821,338 | 15,615 | -2,304-14.76% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #46 | $665,509 | 12,019 | $634,672 | 12,066 | -47-0.39% | Reduce |
| Tradition Wealth Management, LLC |
| 0.04% | 0.04% | #16 | $632,840 | 11,429 | $631,023 | 11,997 | -568-4.73% | Reduce |
| Alaska Wealth Advisors, LLC |
| 0.06% | 0.07% | #12 | $580,189 | 10,478 | $551,150 | 10,478 | 00.00% | Unchanged |
| Oak Wealth Advisors LLC |
| 0.2% | 0.12% | #9 | $419,549 | 7,577 | $226,127 | 4,299 | +3,278+76.25% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #42 | $414,679 | 7,489 | $334,432 | 6,358 | +1,131+17.79% | Add |
| Stratos Wealth Partners, LTD. |
| <0.01% | <0.01% | #28 | $408,641 | 7,380 | $301,451 | 5,731 | +1,649+28.77% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #40 | $322,990 | 5,833 | $263,528 | 5,010 | +823+16.43% | Add |
| Capital Analysts, LLC |
| 0.01% | 0.01% | #24 | $314,177 | 5,674 | $247,000 | 4,729 | +945+19.98% | Add |
| TCFG Investment Advisors, LLC |
| 0.1% | 0.1% | #10 | $292,681 | 5,263 | $277,661 | 5,263 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | <0.01% | #47 | $292,519 | 5,283 | $390,590 | 7,426 | -2,143-28.86% | Reduce |
| Strategic Wealth Advisors LLC |
| 0.22% | 0.21% | #8 | $279,736 | 5,052 | $265,000 | 5,052 | 00.00% | Unchanged |
| Strategic Blueprint, LLC |
| 0.01% | 0.01% | #22 | $266,485 | 4,813 | $253,148 | 4,813 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #50 | $261,630 | 4,725 | $449,414 | 8,544 | -3,819-44.70% | Reduce |
| Alaska Permanent Capital Management, LLC |
| 0.02% | 0.02% | #21 | $253,791 | 4,584 | $240,771 | 4,584 | 00.00% | Unchanged |
| Beacon Pointe Advisors, LLC |
| <0.01% | — | #37 | $247,621 | 4,472 | $0 | 0 | +4,472 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #49 | $245,517 | 4,434 | $0 | 0 | +4,434 | New Buy |
| Mariner, LLC |
| <0.01% | 0.01% | #43 | $235,218 | 4,248 | $10.9M | 207,386 | -203,138-97.95% | Reduce |
| High Net Worth Advisory Group LLC |
| 0.04% | — | #15 | $209,415 | 3,782 | $0 | 0 | +3,782 | New Buy |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #36 | $206,591 | 3,731 | $221,919 | 4,219 | -488-11.57% | Reduce |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #29 | $164,121 | 2,964 | $77,953 | 1,482 | +1,482+100.00% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #38 | $161,904 | 2,924 | $0 | 0 | +2,924 | New Buy |
| United Community Bank |
| 0.04% | 0.04% | #17 | $120,101 | 2,169 | $114,089 | 2,169 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #51 | $48,838 | 882 | $15,678 | 304 | +578+190.13% | Add |
| Ashton Thomas Private Wealth, LLC |
| <0.01% | — | #39 | $32,835 | 593 | $0 | 0 | +593 | New Buy |
