| LPL Financial LLC |
| 0.05% | 0.06% | #4 | $237.9M | 11.1M | $209.5M | 9.8M | +1.3M+13.23% | Add |
| Concurrent Investment Advisors, LLC |
| 0.04% | 0.05% | #5 | $4.2M | 196,271 | $4.2M | 196,104 | +167+0.09% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.02% | #7 | $2.8M | 131,743 | $2.8M | 132,479 | -736-0.56% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #14 | $2.7M | 124,314 | $2.5M | 119,801 | +4,513+3.77% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #10 | $1.9M | 87,041 | $1.8M | 82,665 | +4,376+5.29% | Add |
| Accurate Wealth Management, LLC |
| 0.13% | 0.13% | #1 | $1.3M | 63,013 | $1.1M | 49,806 | +13,207+26.52% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #15 | $985,914 | 46,157 | $942,849 | 44,286 | +1,871+4.22% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #12 | $936,551 | 43,846 | $915,236 | 42,989 | +857+1.99% | Add |
| NewEdge Advisors, LLC |
| <0.01% | — | #11 | $611,964 | 28,650 | $0 | 0 | +28,650 | New Buy |
| WEST MICHIGAN ADVISORS, LLC |
| 0.11% | 0.12% | #2 | $527,055 | 24,756 | $527,055 | 24,756 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #16 | $364,380 | 17,059 | $371,596 | 17,454 | -395-2.26% | Reduce |
| Atria Investments, Inc |
| <0.01% | <0.01% | #9 | $334,643 | 15,667 | $242,598 | 11,395 | +4,272+37.49% | Add |
| WORLD EQUITY GROUP, INC. |
| 0.06% | 0.06% | #3 | $260,676 | 12,204 | $250,383 | 11,761 | +443+3.77% | Add |
| Jacobi Capital Management LLC |
| 0.01% | 0.01% | #8 | $249,731 | 11,692 | $248,362 | 11,666 | +26+0.22% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #17 | $97,383 | 4,559 | $28 | 1 | +4,558+455,800.00% | Add |
| Luminist Capital LLC |
| 0.03% | 0.05% | #6 | $24,564 | 1,150 | $36,661 | 1,722 | -572-33.22% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #13 | $14,760 | 691 | $0 | 0 | +691 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #18 | $1,431 | 67 | $1,426 | 67 | 00.00% | Unchanged |
