| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #71 | $12.7M | 304,759 | $12.4M | 319,976 | -15,217-4.76% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.03% | #37 | $7.3M | 174,597 | $7.2M | 185,847 | -11,250-6.05% | Reduce |
| Sequent Planning LLC |
| 1.44% | 2.12% | #2 | $6.8M | 162,649 | $8.8M | 226,717 | -64,068-28.26% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #65 | $6.4M | 154,868 | $6.0M | 156,085 | -1,217-0.78% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #85 | $6.2M | 149,370 | $5.8M | 151,347 | -1,977-1.31% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #61 | $5.9M | 140,920 | $4.3M | 110,461 | +30,459+27.57% | Add |
| Advisory Services Network, LLC |
| 0.06% | 0.07% | #31 | $5.2M | 125,814 | $4.9M | 128,100 | -2,286-1.78% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #62 | $5.0M | 121,023 | $5.6M | 145,288 | -24,265-16.70% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.07% | 0.08% | #27 | $4.4M | 105,026 | $4.2M | 108,032 | -3,006-2.78% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #97 | $3.2M | 77,170 | $1.5M | 38,740 | +38,430+99.20% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #69 | $3.1M | 73,470 | $2.9M | 75,798 | -2,328-3.07% | Reduce |
| Corus Family Wealth Advisors |
| 2.09% | 2.45% | #1 | $3.0M | 73,126 | $3.0M | 77,910 | -4,784-6.14% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #93 | $2.5M | 59,825 | $2.2M | 57,976 | +1,849+3.19% | Add |
| UPTICK PARTNERS, LLC |
| 0.3% | 0.38% | #9 | $1.9M | 46,694 | $1.9M | 49,610 | -2,916-5.88% | Reduce |
| Americana Partners, LLC |
| 0.04% | 0.07% | #33 | $1.9M | 44,986 | $2.8M | 71,548 | -26,562-37.12% | Reduce |
| Range Financial Group LLC |
| 0.5% | 0.62% | #5 | $1.8M | 44,227 | $1.9M | 47,907 | -3,680-7.68% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #54 | $1.8M | 43,802 | $1.7M | 45,082 | -1,280-2.84% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.09% | 0.09% | #20 | $1.8M | 42,610 | $1.6M | 40,295 | +2,315+5.75% | Add |
| Schulz Wealth, LTD. |
| 0.9% | — | #4 | $1.7M | 42,065 | $0 | 0 | +42,065 | New Buy |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.02% | 0.02% | #41 | $1.7M | 41,171 | $1.6M | 42,465 | -1,294-3.05% | Reduce |
| Midwest Financial Network, LLC |
| 1.09% | 1.52% | #3 | $1.6M | 38,267 | $1.9M | 49,534 | -11,267-22.75% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #99 | $1.4M | 32,695 | $0 | 0 | +32,695 | New Buy |
| CITY HOLDING CO |
| 0.15% | 0.16% | #14 | $1.4M | 32,650 | $1.3M | 32,750 | -100-0.31% | Reduce |
| Wood Tarver Financial Group, LLC |
| 0.32% | 0.35% | #8 | $1.3M | 32,286 | $1.3M | 33,223 | -937-2.82% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #81 | $1.3M | 31,506 | $1.2M | 31,506 | 00.00% | Unchanged |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #51 | $1.3M | 30,997 | $1.2M | 31,065 | -68-0.22% | Reduce |
| Bouchey Financial Group, Ltd. |
| 0.07% | 1.31% | #26 | $1.1M | 27,402 | $17.8M | 449,616 | -422,214-93.91% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | <0.01% | #80 | $1.1M | 26,551 | $256,000 | 6,628 | +19,923+300.59% | Add |
| CreativeOne Wealth, LLC |
| 0.02% | 0.02% | #38 | $1.0M | 24,460 | $1.0M | 26,125 | -1,665-6.37% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #83 | $973,016 | 23,421 | $929,000 | 24,050 | -629-2.62% | Reduce |
| FWG Investments, LLC. |
| 0.47% | 0.5% | #6 | $885,108 | 21,305 | $785,130 | 20,326 | +979+4.82% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #100 | $868,000 | 20,899 | $1.1M | 28,367 | -7,468-26.33% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #84 | $809,289 | 19,480 | $734,297 | 19,010 | +470+2.47% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #52 | $777,258 | 18,709 | $906,110 | 23,458 | -4,749-20.24% | Reduce |
| BCGM Wealth Management, LLC |
| 0.15% | 0.17% | #12 | $727,238 | 17,505 | $676,164 | 17,505 | 00.00% | Unchanged |
| Diligent Investors, LLC |
| 0.16% | 0.16% | #11 | $698,988 | 16,825 | $649,898 | 16,825 | 00.00% | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #58 | $691,718 | 16,650 | $668,245 | 17,300 | -650-3.76% | Reduce |
| Alpha Financial Partners LLC |
| 0.36% | 0.37% | #7 | $677,052 | 16,297 | $629,503 | 16,297 | 00.00% | Unchanged |
| Keating Financial Advisory Services, Inc. |
| 0.09% | 0.1% | #21 | $660,393 | 15,896 | $616,176 | 15,952 | -56-0.35% | Reduce |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #46 | $648,013 | 15,598 | $600,996 | 15,559 | +39+0.25% | Add |
| LVZ, Inc. |
| 0.06% | 0.06% | #30 | $609,792 | 14,678 | $496,665 | 12,858 | +1,820+14.15% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #89 | $604,431 | 14,467 | $561,754 | 14,467 | 00.00% | Unchanged |
| MAI Capital Management |
| <0.01% | <0.01% | #79 | $579,257 | 13,943 | $548,580 | 14,202 | -259-1.82% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #75 | $570,449 | 13,731 | $530,386 | 13,731 | 00.00% | Unchanged |
| FORTRESS PRIVATE LEDGER, LLC |
| 0.15% | 0.17% | #13 | $564,633 | 13,591 | $535,369 | 13,860 | -269-1.94% | Reduce |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #57 | $542,573 | 13,060 | $610,691 | 15,810 | -2,750-17.39% | Reduce |
| REAP Financial Group, LLC |
| 0.08% | 0.09% | #23 | $483,164 | 11,630 | $459,544 | 11,897 | -267-2.24% | Reduce |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #56 | $473,110 | 11,388 | $368,153 | 9,531 | +1,857+19.48% | Add |
| Beacon Financial Advisory LLC |
| 0.09% | 0.09% | #22 | $437,880 | 10,540 | $407,128 | 10,540 | 00.00% | Unchanged |
| Focus Partners Wealth |
| <0.01% | <0.01% | #94 | $420,016 | 10,110 | $390,518 | 10,110 | 00.00% | Unchanged |
