| CreativeOne Wealth, LLC |
| 0.78% | 0.67% | #3 | $36.2M | 602,634 | $28.6M | 554,831 | +47,803+8.62% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #16 | $26.5M | 441,685 | $20.8M | 402,446 | +39,239+9.75% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.04% | — | #8 | $17.2M | 285,976 | $0 | 0 | +285,976 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #22 | $6.0M | 100,143 | $4.6M | 89,006 | +11,137+12.51% | Add |
| Arkadios Wealth Advisors |
| 0.05% | 0.05% | #6 | $3.6M | 60,242 | $3.1M | 59,522 | +720+1.21% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #19 | $3.6M | 59,734 | $2.8M | 54,361 | +5,373+9.88% | Add |
| Systelligence, LLC |
| 0.58% | — | #4 | $3.4M | 57,394 | $0 | 0 | +57,394 | New Buy |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #10 | $3.0M | 50,474 | $2.7M | 52,487 | -2,013-3.84% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #32 | $2.3M | 37,572 | $1.3M | 25,884 | +11,688+45.16% | Add |
| Prepared Retirement Institute LLC |
| 0.83% | 0.81% | #2 | $1.9M | 32,291 | $1.6M | 31,466 | +825+2.62% | Add |
| BAM Wealth Management, LLC |
| 1.14% | 0.89% | #1 | $1.8M | 30,418 | $1.2M | 23,031 | +7,387+32.07% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #30 | $1.3M | 21,185 | $1.1M | 21,956 | -771-3.51% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #37 | $1.1M | 18,210 | $972,682 | 19,380 | -1,170-6.04% | Reduce |
| FRANKLIN RESOURCES INC |
| <0.01% | <0.01% | #31 | $887,765 | 14,772 | $12.9M | 250,122 | -235,350-94.09% | Reduce |
| Triad Wealth Partners, LLC |
| 0.04% | — | #7 | $648,408 | 10,657 | $0 | 0 | +10,657 | New Buy |
| Atria Investments, Inc |
| 0.01% | 0.01% | #15 | $629,344 | 10,472 | $592,463 | 11,478 | -1,006-8.76% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #26 | $557,314 | 9,273 | $78,364 | 1,518 | +7,755+510.87% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #40 | $508,189 | 8,456 | $449,171 | 8,702 | -246-2.83% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #39 | $439,615 | 7,315 | $388,988 | 7,536 | -221-2.93% | Reduce |
| Total Clarity Wealth Management, Inc. |
| 0.09% | 0.08% | #5 | $438,725 | 7,300 | $358,905 | 6,953 | +347+4.99% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #35 | $425,259 | 7,076 | $373,251 | 7,231 | -155-2.14% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | — | #18 | $388,720 | 6,468 | $0 | 0 | +6,468 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #23 | $314,615 | 5,235 | $428,428 | 8,300 | -3,065-36.93% | Reduce |
| MCF Advisors LLC |
| 0.01% | — | #13 | $307,112 | 5,091 | $0 | 0 | +5,091 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #27 | $276,270 | 4,597 | $215,000 | 4,163 | +434+10.43% | Add |
| Stratos Wealth Partners, LTD. |
| <0.01% | <0.01% | #20 | $265,813 | 4,423 | $261,338 | 5,063 | -640-12.64% | Reduce |
| Virtu Financial LLC |
| 0.01% | — | #14 | $262,508 | 4,368 | $0 | 0 | +4,368 | New Buy |
| Koshinski Asset Management, Inc. |
| 0.01% | 0.01% | #11 | $253,913 | 4,225 | $218,083 | 4,225 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #29 | $250,608 | 4,170 | $215,244 | 4,170 | 00.00% | Unchanged |
| Register Financial Advisors LLC |
| 0.03% | — | #9 | $87,382 | 1,454 | $0 | 0 | +1,454 | New Buy |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #17 | $61,180 | 1,018 | $52,546 | 1,018 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #24 | $56,612 | 942 | $0 | 0 | +942 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #42 | $48,078 | 800 | $0 | 0 | +800 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #38 | $36,359 | 605 | $0 | 0 | +605 | New Buy |
| Medallion Wealth Advisors, LLC |
| 0.01% | 0.03% | #12 | $36,059 | 600 | $87,749 | 1,700 | -1,100-64.71% | Reduce |
| Allworth Financial LP |
| <0.01% | <0.01% | #34 | $30,726 | 511 | $28,971 | 561 | -50-8.91% | Reduce |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #28 | $29,509 | 491 | $25,345 | 491 | 00.00% | Unchanged |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #41 | $23,992 | 400 | $20,648 | 400 | 00.00% | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | — | #25 | $20,946 | 350 | $0 | 0 | +350 | New Buy |
| First Command Advisory Services, Inc. |
| <0.01% | — | #36 | $13,151 | 218 | $0 | 0 | +218 | New Buy |
| Tidemark, LLC |
| <0.01% | <0.01% | #21 | $10,397 | 173 | $8,930 | 173 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #33 | $10,096 | 168 | $13,059 | 253 | -85-33.60% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #44 | $9,861 | 164 | $8,469 | 164 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #43 | $5,229 | 87 | $49,036 | 950 | -863-90.84% | Reduce |
