| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #24 | $41.8M | 897,426 | $38.7M | 846,084 | +51,342+6.07% | Add |
| Beaird Harris Wealth Management, LLC |
| 0.5% | 0.57% | #3 | $7.9M | 170,145 | $8.4M | 184,187 | -14,042-7.62% | Reduce |
| Plancorp, LLC |
| 0.16% | 0.19% | #9 | $6.7M | 144,818 | $6.7M | 144,818 | 00.00% | Unchanged |
| SAX WEALTH ADVISORS, LLC |
| 0.25% | 0.25% | #5 | $6.2M | 134,888 | $5.2M | 111,888 | +23,000+20.56% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | 0.01% | #29 | $3.8M | 80,694 | $3.7M | 81,258 | -564-0.69% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #35 | $3.3M | 71,256 | $3.2M | 69,375 | +1,881+2.71% | Add |
| Savant Capital, LLC |
| 0.01% | 0.02% | #25 | $3.2M | 69,215 | $3.3M | 71,464 | -2,249-3.15% | Reduce |
| Tortoise Investment Management, LLC |
| 0.24% | 0.24% | #6 | $3.2M | 68,554 | $2.9M | 63,630 | +4,924+7.74% | Add |
| Align Financial, LLC |
| 1.41% | 1.56% | #1 | $2.8M | 60,255 | $2.7M | 59,995 | +260+0.43% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.04% | — | #19 | $2.5M | 53,579 | $0 | 0 | +53,579 | New Buy |
| Visionary Wealth Advisors |
| 0.1% | 0.1% | #11 | $2.4M | 52,348 | $2.4M | 51,765 | +583+1.13% | Add |
| EJMK Ventures LLC |
| 0.99% | 0.82% | #2 | $2.2M | 46,877 | $1.5M | 32,022 | +14,855+46.39% | Add |
| Financial Engines Advisors L.L.C. |
| <0.01% | <0.01% | #30 | $2.1M | 44,362 | $2.1M | 45,318 | -956-2.11% | Reduce |
| IHT Wealth Management, LLC |
| 0.04% | — | #18 | $2.0M | 42,956 | $0 | 0 | +42,956 | New Buy |
| L.K. Benson & Company, P.C. |
| 0.33% | 0.37% | #4 | $1.1M | 23,286 | $1.1M | 24,639 | -1,353-5.49% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #31 | $965,094 | 20,717 | $940,841 | 20,544 | +173+0.84% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #32 | $846,975 | 18,181 | $260,570 | 5,690 | +12,491+219.53% | Add |
| Landmark Wealth Management, LLC |
| 0.19% | 0.21% | #8 | $805,575 | 17,293 | $786,826 | 17,181 | +112+0.65% | Add |
| Mattern Wealth Management LLC |
| 0.1% | 0.12% | #10 | $625,963 | 13,437 | $615,368 | 13,437 | 00.00% | Unchanged |
| Crews Bank & Trust |
| 0.08% | 0.09% | #13 | $622,795 | 13,369 | $612,253 | 13,369 | 00.00% | Unchanged |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.06% | 0.51% | #14 | $617,018 | 13,246 | $568,106 | 12,406 | +840+6.77% | Add |
| Financial Plan, Inc. |
| 0.05% | 0.06% | #15 | $546,442 | 11,730 | $531,194 | 11,599 | +131+1.13% | Add |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #27 | $449,173 | 9,642 | $441,570 | 9,642 | 00.00% | Unchanged |
| HRT FINANCIAL LP |
| <0.01% | — | #34 | $411,998 | 8,844 | $0 | 0 | +8,844 | New Buy |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| 0.09% | 0.1% | #12 | $363,456 | 7,802 | $357,304 | 7,802 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #33 | $350,576 | 7,526 | $298,440 | 6,517 | +1,009+15.48% | Add |
| Hill Investment Group Partners, LLC |
| 0.03% | 0.04% | #21 | $341,608 | 7,333 | $385,149 | 8,410 | -1,077-12.81% | Reduce |
| Argent Trust Co |
| 0.01% | 0.01% | #26 | $326,095 | 7,000 | $320,576 | 7,000 | 00.00% | Unchanged |
| Wheels Up Wealth, Inc. |
| 0.23% | 0.25% | #7 | $266,047 | 5,711 | $261,544 | 5,711 | 00.00% | Unchanged |
| B&D White Capital Company, LLC |
| 0.03% | — | #22 | $261,528 | 5,614 | $0 | 0 | +5,614 | New Buy |
| Freedom Day Solutions, LLC |
| 0.05% | — | #17 | $215,642 | 4,629 | $0 | 0 | +4,629 | New Buy |
| FAS Wealth Partners, Inc. |
| 0.01% | 0.01% | #23 | $210,846 | 4,526 | $205,547 | 4,488 | +38+0.85% | Add |
| Fourth Dimension Wealth, LLC |
| 0.05% | 0.07% | #16 | $161,889 | 3,475 | $182,893 | 3,994 | -519-12.99% | Reduce |
| Dogwood Wealth Management LLC |
| 0.04% | 0.06% | #20 | $93,263 | 2,002 | $135,970 | 2,969 | -967-32.57% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #36 | $20,264 | 435 | $19,949 | 435 | 00.00% | Unchanged |
| Kings Path Partners LLC |
| 0.01% | — | #28 | $20,218 | 434 | $0 | 0 | +434 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #37 | $9,737 | 209 | $9,572 | 209 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #38 | $4,426 | 95 | $0 | 0 | +95 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #39 | $70 | 1 | $4,973 | 109 | -108-99.08% | Reduce |
