| LPL Financial LLC |
| <0.01% | <0.01% | #41 | $12.0M | 251,044 | $7.4M | 167,608 | +83,436+49.78% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #51 | $5.8M | 121,773 | $5.4M | 121,991 | -218-0.18% | Reduce |
| ASSETMARK, INC |
| 0.01% | 0.01% | #32 | $5.6M | 116,923 | $5.1M | 114,772 | +2,151+1.87% | Add |
| Sowell Financial Services LLC |
| 0.18% | 0.17% | #11 | $5.5M | 116,092 | $4.6M | 103,260 | +12,832+12.43% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.24% | 0.1% | #10 | $5.0M | 104,035 | $1.7M | 37,363 | +66,672+178.44% | Add |
| AlphaStar Capital Management, LLC |
| 0.29% | 0.29% | #7 | $4.5M | 94,102 | $3.9M | 88,634 | +5,468+6.17% | Add |
| Inspire Advisors, LLC |
| 0.24% | 0.28% | #9 | $3.5M | 74,232 | $3.5M | 78,658 | -4,426-5.63% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #52 | $3.0M | 63,418 | $2.7M | 61,996 | +1,422+2.29% | Add |
| Frontier Asset Management, LLC |
| 0.48% | 0.52% | #3 | $2.7M | 56,335 | $2.5M | 56,269 | +66+0.12% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #61 | $2.1M | 44,198 | $0 | 0 | +44,198 | New Buy |
| Range Financial Group LLC |
| 0.48% | 0.61% | #2 | $1.8M | 37,034 | $1.8M | 40,796 | -3,762-9.22% | Reduce |
| Keel Point, LLC |
| 0.09% | 0.1% | #16 | $1.5M | 32,402 | $1.4M | 32,485 | -83-0.26% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #49 | $1.4M | 29,934 | $1.3M | 28,312 | +1,622+5.73% | Add |
| Strategic Equity Management |
| 0.45% | 0.47% | #4 | $1.3M | 28,077 | $1.2M | 28,008 | +69+0.25% | Add |
| Inspire Investing, LLC |
| 0.05% | — | #20 | $1.2M | 25,754 | $0 | 0 | +25,754 | New Buy |
| MONEYWISE, INC. |
| 0.42% | 0.45% | #5 | $1.1M | 23,673 | $1.0M | 23,218 | +455+1.96% | Add |
| Revisor Wealth Management LLC |
| 0.25% | 0.17% | #8 | $1.1M | 21,862 | $612,044 | 13,771 | +8,091+58.75% | Add |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | 0.01% | #36 | $1.0M | 21,020 | $1.2M | 26,718 | -5,698-21.33% | Reduce |
| OneAscent Financial Services LLC |
| 0.05% | 0.31% | #21 | $992,248 | 20,807 | $5.8M | 129,851 | -109,044-83.98% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #68 | $985,955 | 20,752 | $879,587 | 20,332 | +420+2.07% | Add |
| Ridgeline Wealth, LLC |
| 0.56% | 0.62% | #1 | $958,262 | 20,094 | $869,896 | 19,613 | +481+2.45% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #45 | $922,801 | 19,350 | $848,000 | 19,128 | +222+1.16% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #60 | $904,679 | 18,970 | $835,895 | 18,846 | +124+0.66% | Add |
| AMARILLO NATIONAL BANK |
| 0.13% | 0.14% | #13 | $841,442 | 17,644 | $782,582 | 17,644 | 00.00% | Unchanged |
| Turning Point Benefit Group, Inc. |
| 0.33% | 0.21% | #6 | $758,560 | 15,932 | $337,477 | 7,556 | +8,376+110.85% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #50 | $680,530 | 14,270 | $634,990 | 14,316 | -46-0.32% | Reduce |
| Tulsa Wealth Advisors, INC |
| 0.09% | 0.1% | #15 | $671,952 | 14,090 | $551,808 | 12,441 | +1,649+13.25% | Add |
| VICUS CAPITAL |
| 0.04% | 0.04% | #23 | $659,005 | 13,819 | $585,647 | 13,204 | +615+4.66% | Add |
| Sterling Investment Advisors, Ltd. |
| 0.08% | 0.09% | #17 | $521,013 | 10,925 | $484,567 | 10,925 | 00.00% | Unchanged |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.01% | — | #31 | $519,201 | 10,887 | $0 | 0 | +10,887 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #66 | $460,000 | 9,656 | $391,000 | 8,819 | +837+9.49% | Add |
| Harvest Investment Services, LLC |
| 0.07% | 0.08% | #19 | $441,285 | 9,253 | $433,746 | 9,779 | -526-5.38% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #55 | $389,185 | 8,160 | $428,081 | 9,652 | -1,492-15.46% | Reduce |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #35 | $367,283 | 7,701 | $465,645 | 10,498 | -2,797-26.64% | Reduce |
| GTS SECURITIES LLC |
| 0.01% | 0.01% | #34 | $361,586 | 7,582 | $306,176 | 6,903 | +679+9.84% | Add |
| LaSalle St. Investment Advisors, LLC |
| 0.04% | 0.05% | #22 | $356,960 | 7,485 | $334,602 | 7,543 | -58-0.77% | Reduce |
| Belpointe Asset Management LLC |
| 0.01% | 0.01% | #29 | $343,582 | 7,204 | $318,426 | 7,179 | +25+0.35% | Add |
| EverSource Wealth Advisors, LLC |
| 0.01% | 0.01% | #30 | $318,088 | 6,670 | $334,743 | 7,547 | -877-11.62% | Reduce |
| Legacy Wealth Asset Management, LLC |
| 0.07% | 0.07% | #18 | $311,702 | 6,536 | $289,853 | 6,535 | +1+0.02% | Add |
| HOWE & RUSLING INC |
| 0.02% | 0.02% | #26 | $311,035 | 6,522 | $289,277 | 6,522 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #69 | $293,484 | 6,154 | $483,547 | 10,902 | -4,748-43.55% | Reduce |
| Strategic Blueprint, LLC |
| 0.01% | 0.02% | #27 | $286,479 | 6,007 | $280,846 | 6,332 | -325-5.13% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | <0.01% | #40 | $285,377 | 5,984 | $275,305 | 6,207 | -223-3.59% | Reduce |
| SageOak Financial, LLC |
| 0.18% | 0.18% | #12 | $272,739 | 5,719 | $253,661 | 5,719 | 00.00% | Unchanged |
| Focus Financial Network, Inc. |
| 0.01% | 0.01% | #33 | $265,555 | 5,523 | $233,467 | 5,253 | +270+5.14% | Add |
| PFG Advisors |
| 0.01% | — | #28 | $236,256 | 4,954 | $0 | 0 | +4,954 | New Buy |
| Well Done, LLC |
| 0.03% | 0.03% | #24 | $228,722 | 4,796 | $221,637 | 4,997 | -201-4.02% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #62 | $219,612 | 4,605 | $204,250 | 4,605 | 00.00% | Unchanged |
| Independent Advisor Alliance |
| <0.01% | 0.01% | #37 | $201,252 | 4,220 | $694,804 | 15,665 | -11,445-73.06% | Reduce |
| Swisher Financial Concepts, Inc. |
| 0.11% | 0.12% | #14 | $178,361 | 3,740 | $205,802 | 4,640 | -900-19.40% | Reduce |
