| MORGAN STANLEY |
| <0.01% | <0.01% | #51 | $46.9M | 1.1M | $42.6M | 1.1M | +21,995+1.95% | Add |
| LPL Financial LLC |
| <0.01% | 0.01% | #47 | $20.5M | 502,047 | $18.9M | 476,311 | +25,736+5.40% | Add |
| Tidemark, LLC |
| 3.98% | 4.11% | #2 | $17.7M | 432,433 | $16.2M | 407,816 | +24,617+6.04% | Add |
| OneDigital Investment Advisors LLC |
| 0.11% | 0.12% | #20 | $12.9M | 315,199 | $12.7M | 319,248 | -4,049-1.27% | Reduce |
| Stewardship Advisors, LLC |
| 2.47% | 2.57% | #3 | $11.9M | 291,438 | $11.2M | 282,078 | +9,360+3.32% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #39 | $11.3M | 276,616 | $10.7M | 269,132 | +7,484+2.78% | Add |
| EARNED WEALTH ADVISORS, LLC |
| 0.72% | 0.72% | #4 | $11.2M | 273,756 | $10.8M | 272,900 | +856+0.31% | Add |
| Stillwater Private Wealth, LLC |
| 4.61% | — | #1 | $6.9M | 168,608 | $0 | 0 | +168,608 | New Buy |
| Avestar Capital, LLC |
| 0.3% | 0.32% | #7 | $5.4M | 131,519 | $5.0M | 126,704 | +4,815+3.80% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #61 | $3.1M | 76,053 | $2.7M | 66,925 | +9,128+13.64% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #66 | $2.9M | 71,809 | $2.7M | 67,706 | +4,103+6.06% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.08% | 0.09% | #25 | $2.1M | 51,188 | $1.9M | 48,034 | +3,154+6.57% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.02% | 0.02% | #32 | $2.1M | 50,399 | $2.0M | 50,399 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #76 | $1.9M | 45,561 | $806,058 | 20,311 | +25,250+124.32% | Add |
| Columbus Macro, LLC |
| 0.17% | 0.16% | #13 | $1.7M | 41,669 | $1.5M | 37,210 | +4,459+11.98% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #68 | $1.5M | 37,268 | $1.5M | 37,898 | -630-1.66% | Reduce |
| Ethos Financial Group, LLC |
| 0.1% | 0.11% | #22 | $1.5M | 35,749 | $1.5M | 39,689 | -3,940-9.93% | Reduce |
| Asset Allocation Strategies LLC |
| 0.21% | 0.22% | #11 | $1.4M | 33,725 | $1.2M | 31,486 | +2,239+7.11% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #50 | $1.3M | 32,524 | $1.2M | 30,901 | +1,623+5.25% | Add |
| Comprehensive Wealth Management, LLC |
| 0.59% | 0.6% | #5 | $1.3M | 31,506 | $1.2M | 29,664 | +1,842+6.21% | Add |
| ASSETMARK, INC |
| <0.01% | <0.01% | #53 | $1.3M | 30,913 | $4,088 | 103 | +30,810+29,912.62% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #56 | $1.1M | 26,963 | $1.6M | 40,394 | -13,431-33.25% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | — | #49 | $1.1M | 26,477 | $0 | 0 | +26,477 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #58 | $1.0M | 25,539 | $656,164 | 16,534 | +9,005+54.46% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #46 | $1.0M | 25,508 | $956,426 | 24,100 | +1,408+5.84% | Add |
| Global Wealth Management Investment Advisory, Inc. |
| 0.14% | 0.14% | #15 | $948,754 | 23,225 | $917,528 | 23,120 | +105+0.45% | Add |
| Financial Enhancement Group LLC |
| 0.11% | 0.11% | #19 | $918,798 | 22,492 | $863,682 | 21,426 | +1,066+4.98% | Add |
| Advisor Resource Council |
| 0.23% | 0.24% | #10 | $832,595 | 20,332 | $734,822 | 18,516 | +1,816+9.81% | Add |
| Empirical Asset Management, LLC |
| 0.18% | 0.19% | #12 | $791,462 | 19,375 | $737,889 | 18,593 | +782+4.21% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #38 | $783,514 | 19,180 | $718,482 | 18,104 | +1,076+5.94% | Add |
| Sequent Planning LLC |
| 0.16% | 0.17% | #14 | $766,467 | 18,763 | $702,715 | 17,707 | +1,056+5.96% | Add |
| Centric Wealth Management |
| 0.12% | 0.07% | #17 | $741,640 | 18,058 | $369,339 | 9,048 | +9,010+99.58% | Add |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #77 | $741,632 | 18,155 | $720,499 | 18,155 | 00.00% | Unchanged |
| Endowment Wealth Management, Inc. |
| 0.28% | 0.3% | #9 | $718,778 | 17,596 | $678,590 | 17,099 | +497+2.91% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #80 | $715,115 | 17,648 | $714,659 | 18,175 | -527-2.90% | Reduce |
| Axis Wealth Partners, LLC |
| 0.31% | 0.34% | #6 | $649,144 | 15,891 | $648,661 | 16,345 | -454-2.78% | Reduce |
| CSS LLC/IL |
| 0.02% | 0.03% | #31 | $618,878 | 15,150 | $601,240 | 15,150 | 00.00% | Unchanged |
| Cooper Financial Group |
| 0.05% | 0.06% | #26 | $617,233 | 15,110 | $636,347 | 16,035 | -925-5.77% | Reduce |
| Clarity Asset Management, Inc. |
| 0.29% | 0.19% | #8 | $586,483 | 14,357 | $383,523 | 9,663 | +4,694+48.58% | Add |
| PAX Financial Group, LLC |
| 0.09% | 0.1% | #24 | $578,028 | 14,150 | $564,531 | 14,225 | -75-0.53% | Reduce |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #41 | $568,453 | 13,916 | $569,913 | 14,361 | -445-3.10% | Reduce |
| VestGen Advisors, LLC |
| 0.02% | 0.02% | #34 | $563,281 | 13,789 | $571,377 | 13,844 | -55-0.40% | Reduce |
| Beacon Pointe Advisors, LLC |
| <0.01% | <0.01% | #52 | $480,428 | 11,761 | $364,426 | 9,183 | +2,578+28.07% | Add |
| Austin Wealth Management, LLC |
| 0.09% | 0.1% | #23 | $419,202 | 10,267 | $421,590 | 10,503 | -236-2.25% | Reduce |
| Bison Wealth, LLC |
| 0.04% | 0.05% | #28 | $415,062 | 10,136 | $478,016 | 11,580 | -1,444-12.47% | Reduce |
| &PARTNERS |
| <0.01% | <0.01% | #54 | $405,282 | 9,921 | $407,344 | 10,264 | -343-3.34% | Reduce |
| Sowell Financial Services LLC |
| 0.01% | 0.01% | #36 | $388,851 | 9,519 | $379,793 | 9,570 | -51-0.53% | Reduce |
| Alteri Wealth LLC |
| 0.11% | 0.12% | #21 | $388,116 | 9,501 | $376,261 | 9,481 | +20+0.21% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | — | #55 | $338,254 | 8,280 | $0 | 0 | +8,280 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #62 | $316,750 | 7,754 | $244,373 | 6,158 | +1,596+25.92% | Add |
