| Composition Wealth, LLC |
| 1.11% | 1.3% | #2 | $95.2M | 1.9M | $94.5M | 1.9M | -7,793-0.42% | Reduce |
| Cerity Partners LLC |
| 0.02% | 0.02% | #21 | $13.4M | 261,446 | $11.7M | 230,919 | +30,527+13.22% | Add |
| FIRST AMERICAN TRUST, FSB |
| 0.5% | 0.46% | #5 | $8.3M | 161,344 | $6.8M | 133,853 | +27,491+20.54% | Add |
| Ducere Wealth Management LLC |
| 1.7% | 2.63% | #1 | $5.7M | 110,701 | $6.8M | 133,839 | -23,138-17.29% | Reduce |
| LPL Financial LLC |
| <0.01% | — | #30 | $3.7M | 73,210 | $0 | 0 | +73,210 | New Buy |
| Curated Wealth Partners LLC |
| 0.92% | 0.44% | #3 | $3.5M | 69,313 | $3.5M | 69,313 | 00.00% | Unchanged |
| Perigon Wealth Management, LLC |
| 0.05% | 0.04% | #13 | $3.1M | 60,715 | $2.6M | 51,899 | +8,816+16.99% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #34 | $3.1M | 60,207 | $1.9M | 37,021 | +23,186+62.63% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | — | #31 | $2.6M | 50,124 | $0 | 0 | +50,124 | New Buy |
| Weaver Consulting Group |
| 0.51% | 0.53% | #4 | $2.5M | 48,146 | $2.2M | 43,722 | +4,424+10.12% | Add |
| FINANCIAL MANAGEMENT NETWORK INC |
| 0.2% | 0.23% | #7 | $1.4M | 27,783 | $1.5M | 29,911 | -2,128-7.11% | Reduce |
| Planned Solutions, Inc. |
| 0.38% | 0.36% | #6 | $1.3M | 26,152 | $1.1M | 21,781 | +4,371+20.07% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #29 | $1.3M | 25,125 | $1.3M | 24,867 | +258+1.04% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #33 | $1.1M | 22,435 | $0 | 0 | +22,435 | New Buy |
| D.A. DAVIDSON & CO. |
| 0.01% | — | #25 | $1.0M | 20,300 | $0 | 0 | +20,300 | New Buy |
| Cresset Asset Management, LLC |
| <0.01% | — | #26 | $980,552 | 19,151 | $0 | 0 | +19,151 | New Buy |
| Roberts Wealth Advisors, LLC |
| 0.19% | — | #8 | $852,090 | 16,642 | $0 | 0 | +16,642 | New Buy |
| Elequin Capital, LP |
| 0.02% | 0.69% | #20 | $641,089 | 12,521 | $8.2M | 160,596 | -148,075-92.20% | Reduce |
| RVW Wealth, LLC |
| 0.04% | 0.05% | #15 | $592,090 | 11,564 | $679,581 | 13,415 | -1,851-13.80% | Reduce |
| Robertson Stephens Wealth Management, LLC |
| 0.01% | 0.01% | #23 | $569,971 | 11,132 | $462,612 | 9,132 | +2,000+21.90% | Add |
| DEBUSSY CAPITAL MANAGEMENT LP |
| 0.07% | 0.07% | #11 | $533,971 | 10,541 | $533,971 | 10,541 | 00.00% | Unchanged |
| Hennion & Walsh Asset Management, Inc. |
| 0.01% | — | #22 | $510,424 | 9,969 | $0 | 0 | +9,969 | New Buy |
| Occidental Asset Management, LLC |
| 0.05% | — | #14 | $476,170 | 9,300 | $0 | 0 | +9,300 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #28 | $457,840 | 8,942 | $443,108 | 8,747 | +195+2.23% | Add |
| Magnus Financial Group LLC |
| 0.03% | 0.03% | #18 | $429,493 | 8,388 | $421,242 | 8,315 | +73+0.88% | Add |
| Sowell Financial Services LLC |
| 0.01% | — | #24 | $376,840 | 7,360 | $0 | 0 | +7,360 | New Buy |
| Sprinkle Financial Consultants LLC |
| 0.12% | — | #10 | $311,729 | 6,088 | $0 | 0 | +6,088 | New Buy |
| Mariner, LLC |
| <0.01% | <0.01% | #32 | $306,439 | 5,985 | $303,190 | 5,985 | 00.00% | Unchanged |
| WOLFF WIESE MAGANA LLC |
| 0.14% | 0.16% | #9 | $302,087 | 5,900 | $298,884 | 5,900 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | — | #37 | $289,133 | 5,647 | $0 | 0 | +5,647 | New Buy |
| Cetera Investment Advisers |
| <0.01% | — | #35 | $268,447 | 5,243 | $0 | 0 | +5,243 | New Buy |
| SAGE RHINO CAPITAL LLC |
| 0.04% | 0.04% | #16 | $231,890 | 4,529 | $229,431 | 4,529 | 00.00% | Unchanged |
| RICHARDS, MERRILL & PETERSON, INC. |
| 0.03% | 0.03% | #19 | $89,602 | 1,750 | $75,987 | 1,500 | +250+16.67% | Add |
| GGM Financial LLC |
| 0.03% | 0.01% | #17 | $83,535 | 1,632 | $13,095 | 258 | +1,374+532.56% | Add |
| Sankala Group LLC |
| 0.05% | — | #12 | $74,672 | 1,481 | $0 | 0 | +1,481 | New Buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | 0.01% | #27 | $72,248 | 1,415 | $98,618 | 1,950 | -535-27.44% | Reduce |
| BLAIR WILLIAM & CO/IL |
| <0.01% | <0.01% | #36 | $16,948 | 331 | $16,768 | 331 | 00.00% | Unchanged |
