| Glen Eagle Advisors, LLC |
| 2.57% | 2.84% | #2 | $20.3M | 786,105 | $20.3M | 816,268 | -30,163-3.70% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #38 | $18.6M | 717,084 | $13.9M | 561,554 | +155,530+27.70% | Add |
| Centennial Wealth Advisory LLC |
| 3.62% | 3.97% | #1 | $16.8M | 648,162 | $16.4M | 660,017 | -11,855-1.80% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #45 | $8.9M | 342,394 | $7.9M | 320,326 | +22,068+6.89% | Add |
| Geneos Wealth Management Inc. |
| 0.13% | 0.14% | #11 | $6.4M | 247,105 | $6.0M | 240,870 | +6,235+2.59% | Add |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #34 | $5.6M | 217,213 | $4.5M | 180,651 | +36,562+20.24% | Add |
| Legacy Wealth Managment, LLC/ID |
| 2.21% | 2.48% | #3 | $5.4M | 207,428 | $5.0M | 200,973 | +6,455+3.21% | Add |
| Arkadios Wealth Advisors |
| 0.07% | 0.06% | #15 | $4.6M | 179,043 | $3.9M | 158,415 | +20,628+13.02% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.03% | 0.03% | #19 | $3.8M | 145,504 | $3.6M | 143,632 | +1,872+1.30% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #42 | $3.3M | 126,773 | $2.8M | 111,971 | +14,802+13.22% | Add |
| ASSETMARK, INC |
| 0.01% | 0.01% | #33 | $3.2M | 125,437 | $3.1M | 126,478 | -1,041-0.82% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.04% | 0.05% | #18 | $3.2M | 122,626 | $3.0M | 121,019 | +1,607+1.33% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #44 | $2.1M | 81,899 | $2.4M | 95,964 | -14,065-14.66% | Reduce |
| SageGuard Financial Group, LLC |
| 0.29% | 0.37% | #7 | $2.0M | 79,037 | $2.4M | 96,668 | -17,631-18.24% | Reduce |
| Lunt Capital Management, Inc. |
| 0.66% | 0.7% | #5 | $1.8M | 69,599 | $1.8M | 73,276 | -3,677-5.02% | Reduce |
| Marshall Financial Group, LLC |
| 0.22% | 0.23% | #9 | $1.5M | 57,618 | $1.4M | 58,178 | -560-0.96% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #32 | $1.5M | 57,523 | $1.4M | 57,523 | 00.00% | Unchanged |
| Financial Network Wealth Advisors LLC |
| 1.15% | 1.18% | #4 | $1.1M | 43,765 | $1.2M | 46,659 | -2,894-6.20% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.01% | 0.01% | #31 | $1.0M | 40,375 | $1.0M | 40,575 | -200-0.49% | Reduce |
| Financial Guidance Group, Inc. |
| 0.39% | 0.4% | #6 | $1.0M | 40,375 | $1.0M | 40,575 | -200-0.49% | Reduce |
| Summit Financial, LLC |
| 0.01% | — | #25 | $1.0M | 39,794 | $0 | 0 | +39,794 | New Buy |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.02% | 0.02% | #23 | $982,025 | 37,938 | $960,570 | 38,717 | -779-2.01% | Reduce |
| Gateway Wealth Partners, LLC |
| 0.06% | 0.07% | #17 | $949,621 | 36,686 | $1.7M | 69,219 | -32,533-47.00% | Reduce |
| Valtinson Bruner Financial Planning LLC |
| 0.24% | 0.25% | #8 | $941,308 | 36,365 | $902,216 | 36,365 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #55 | $836,318 | 32,309 | $814,934 | 32,847 | -538-1.64% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | 0.01% | #41 | $804,176 | 31,067 | $770,779 | 31,067 | 00.00% | Unchanged |
| Atria Investments, Inc |
| 0.01% | 0.01% | #29 | $795,886 | 30,747 | $737,006 | 29,706 | +1,041+3.50% | Add |
| Avior Wealth Management, LLC |
| 0.02% | 0.02% | #20 | $782,731 | 31,549 | $782,731 | 31,549 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| 0.01% | 0.02% | #27 | $441,288 | 17,048 | $466,552 | 18,805 | -1,757-9.34% | Reduce |
| Quad-Cities Investment Group, LLC |
| 0.14% | 0.15% | #10 | $398,396 | 15,391 | $381,851 | 15,391 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #51 | $381,778 | 14,749 | $366,171 | 14,759 | -10-0.07% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #50 | $330,001 | 12,707 | $274,604 | 11,015 | +1,692+15.36% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.13% | — | #12 | $304,666 | 11,770 | $0 | 0 | +11,770 | New Buy |
| BARRETT & COMPANY, INC. |
| 0.08% | 0.1% | #14 | $291,154 | 11,248 | $303,873 | 12,248 | -1,000-8.16% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #47 | $290,627 | 11,228 | $255,543 | 10,300 | +928+9.01% | Add |
| Meridian Wealth Management, LLC |
| 0.01% | 0.01% | #30 | $234,622 | 9,064 | $244,056 | 9,837 | -773-7.86% | Reduce |
| Tradition Wealth Management, LLC |
| 0.01% | 0.02% | #24 | $232,344 | 8,976 | $222,695 | 8,976 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #40 | $223,206 | 8,623 | $213,937 | 8,623 | 00.00% | Unchanged |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.02% | #28 | $222,715 | 8,604 | $429,000 | 17,287 | -8,683-50.23% | Reduce |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.13% | 0.15% | #13 | $215,777 | 8,336 | $206,891 | 8,339 | -3-0.04% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #53 | $214,613 | 8,291 | $206,000 | 8,291 | 00.00% | Unchanged |
| Kestra Investment Management, LLC |
| <0.01% | <0.01% | #39 | $209,047 | 8,076 | $200,366 | 8,076 | 00.00% | Unchanged |
| IAMS WEALTH MANAGEMENT, LLC |
| 0.06% | — | #16 | $206,330 | 7,971 | $0 | 0 | +7,971 | New Buy |
| Front Row Advisors LLC |
| 0.02% | — | #21 | $70,219 | 2,675 | $0 | 0 | +2,675 | New Buy |
| DHJJ Financial Advisors, Ltd. |
| 0.02% | 0.02% | #22 | $61,348 | 2,370 | $58,800 | 2,370 | 00.00% | Unchanged |
| Arax Advisory Partners |
| <0.01% | <0.01% | #54 | $53,712 | 2,075 | $51,481 | 2,075 | 00.00% | Unchanged |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.01% | — | #35 | $49,923 | 1,929 | $0 | 0 | +1,929 | New Buy |
| Trust Co |
| <0.01% | <0.01% | #43 | $41,002 | 1,584 | $39,299 | 1,584 | 00.00% | Unchanged |
| Capital Analysts, LLC |
| <0.01% | <0.01% | #48 | $33,107 | 1,279 | $66,000 | 2,688 | -1,409-52.42% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #52 | $29,302 | 1,132 | $0 | 0 | +1,132 | New Buy |
