| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.01% | #23 | $11.9M | 287,930 | $10.5M | 288,992 | -1,062-0.37% | Reduce |
| Authentikos Wealth Advisory, LLC |
| 4.79% | 4.87% | #2 | $7.5M | 180,995 | $7.2M | 198,213 | -17,218-8.69% | Reduce |
| AE Wealth Management LLC |
| 0.03% | 0.04% | #19 | $7.4M | 179,266 | $6.6M | 181,383 | -2,117-1.17% | Reduce |
| Independent Wealth Advisors LLC |
| 5.62% | 5.32% | #1 | $6.2M | 149,614 | $5.4M | 148,884 | +730+0.49% | Add |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 3.31% | 3.48% | #3 | $5.6M | 135,699 | $4.8M | 130,790 | +4,909+3.75% | Add |
| Ironsides Asset Advisors, LLC |
| 1.12% | 1.05% | #4 | $4.8M | 115,625 | $4.2M | 115,605 | +20+0.02% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #32 | $3.1M | 74,260 | $8.7M | 238,299 | -164,039-68.84% | Reduce |
| Austin Wealth Management, LLC |
| 0.46% | 0.4% | #6 | $2.2M | 52,668 | $1.8M | 48,146 | +4,522+9.39% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #27 | $1.7M | 41,493 | $1.5M | 41,493 | 00.00% | Unchanged |
| Lloyd Advisory Services, LLC. |
| 0.65% | 0.02% | #5 | $1.7M | 40,732 | $68,562 | 1,885 | +38,847+2,060.85% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #36 | $1.4M | 32,922 | $1.0M | 27,537 | +5,385+19.56% | Add |
| Park Edge Advisors, LLC |
| 0.27% | 0.25% | #11 | $1.3M | 30,756 | $1.1M | 29,794 | +962+3.23% | Add |
| ENTREWEALTH, LLC |
| 0.38% | 0.24% | #9 | $1.0M | 24,188 | $531,207 | 14,606 | +9,582+65.60% | Add |
| Elevated Capital Advisors, LLC |
| 0.25% | 0.22% | #13 | $915,221 | 22,064 | $859,451 | 23,631 | -1,567-6.63% | Reduce |
| B.O.S.S. Retirement Advisors, LLC |
| 0.24% | 0.25% | #14 | $903,728 | 21,787 | $809,011 | 22,244 | -457-2.05% | Reduce |
| Compound Planning, Inc. |
| 0.02% | 0.04% | #21 | $827,609 | 19,952 | $1.3M | 34,559 | -14,607-42.27% | Reduce |
| Fiduciary Alliance LLC |
| 0.05% | 0.05% | #18 | $797,948 | 19,237 | $747,634 | 19,235 | +2+0.01% | Add |
| HOWARD BAILEY SECURITIES, LLC |
| 0.27% | 0.26% | #12 | $707,726 | 17,062 | $640,302 | 17,606 | -544-3.09% | Reduce |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.03% | 0.04% | #20 | $672,806 | 16,220 | $589,907 | 16,220 | 00.00% | Unchanged |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.03% | #26 | $555,168 | 13,384 | $1.7M | 48,047 | -34,663-72.14% | Reduce |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | — | #29 | $515,057 | 12,417 | $0 | 0 | +12,417 | New Buy |
| McCartney Wealth Management LLC |
| 0.34% | 0.33% | #10 | $450,390 | 10,858 | $394,896 | 10,858 | 00.00% | Unchanged |
| Integrated Wealth Management |
| 0.4% | 0.37% | #7 | $376,264 | 9,071 | $320,453 | 8,811 | +260+2.95% | Add |
| Dynamic Advisor Solutions LLC |
| 0.01% | 0.01% | #25 | $338,709 | 8,166 | $296,976 | 8,166 | 00.00% | Unchanged |
| Centennial Advisors, LLC |
| 0.39% | 0.36% | #8 | $328,738 | 7,925 | $286,631 | 7,881 | +44+0.56% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.14% | — | #15 | $323,810 | 7,806 | $0 | 0 | +7,806 | New Buy |
| LifeWealth Investments, LLC |
| 0.07% | 0.1% | #17 | $278,836 | 6,722 | $323,827 | 8,904 | -2,182-24.51% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #34 | $244,158 | 5,886 | $212,654 | 5,847 | +39+0.67% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #37 | $201,676 | 4,862 | $0 | 0 | +4,862 | New Buy |
| Montgomery Financial Services LLC |
| 0.09% | — | #16 | $101,004 | 2,435 | $0 | 0 | +2,435 | New Buy |
| Kingdom Financial Group LLC. |
| 0.02% | 0.02% | #22 | $73,269 | 1,766 | $68,562 | 1,885 | -119-6.31% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #41 | $30,583 | 737 | $29,435 | 745 | -8-1.07% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #40 | $29,000 | 700 | $25,000 | 700 | 00.00% | Unchanged |
| Networth Advisors, LLC |
| 0.01% | 0.02% | #24 | $25,451 | 614 | $22,521 | 619 | -5-0.81% | Reduce |
| ROTHSCHILD INVESTMENT LLC |
| <0.01% | <0.01% | #33 | $9,582 | 231 | $8,401 | 231 | 00.00% | Unchanged |
| Quest 10 Wealth Builders, Inc. |
| 0.01% | 0.02% | #28 | $8,255 | 199 | $21,094 | 580 | -381-65.69% | Reduce |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #35 | $6,139 | 148 | $5,383 | 148 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #44 | $4,770 | 115 | $2,982 | 82 | +33+40.24% | Add |
| Decker Retirement Planning Inc. |
| <0.01% | — | #30 | $4,770 | 115 | $0 | 0 | +115 | New Buy |
| Noble Wealth Management PBC |
| <0.01% | <0.01% | #31 | $2,281 | 55 | $2,000 | 55 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #39 | $2,189 | 53 | $0 | 0 | +53 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #38 | $1,849 | 45 | $1,617 | 44 | +1+2.27% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #45 | $1,037 | 25 | $0 | 0 | +25 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #43 | $373 | 9 | $327 | 9 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #42 | $124 | 3 | $25,354 | 693 | -690-99.57% | Reduce |
