| Merit Financial Group, LLC |
| 0.12% | 0.14% | #15 | $19.5M | 1.1M | $18.6M | 1.0M | +27,641+2.68% | Add |
| Second Half Financial Partners, LLC |
| 6.54% | 7.02% | #1 | $16.0M | 865,716 | $15.6M | 865,716 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #51 | $11.3M | 611,383 | $844,953 | 46,890 | +564,493+1,203.87% | Add |
| Foguth Wealth Management, LLC. |
| 0.78% | — | #5 | $6.9M | 360,403 | $0 | 0 | +360,403 | New Buy |
| STIFEL FINANCIAL CORP |
| 0.01% | <0.01% | #45 | $6.3M | 339,396 | $4.2M | 230,874 | +108,522+47.00% | Add |
| Beaumont Financial Advisors, LLC |
| 0.3% | 0.32% | #8 | $4.8M | 257,841 | $4.6M | 255,691 | +2,150+0.84% | Add |
| Navis Wealth Advisors, LLC |
| 1.17% | — | #3 | $3.1M | 167,995 | $0 | 0 | +167,995 | New Buy |
| TRED AVON FAMILY WEALTH, LLC |
| 0.9% | 0.24% | #4 | $2.9M | 159,000 | $720,800 | 40,000 | +119,000+297.50% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #40 | $2.8M | 151,945 | $2.4M | 135,219 | +16,726+12.37% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #70 | $2.8M | 149,900 | $1.3M | 71,632 | +78,268+109.26% | Add |
| Sherry Group, Inc. |
| 2.2% | 2.1% | #2 | $2.3M | 121,807 | $1.9M | 106,708 | +15,099+14.15% | Add |
| Larson Financial Group LLC |
| 0.06% | — | #21 | $2.2M | 116,693 | $0 | 0 | +116,693 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #68 | $2.0M | 110,486 | $1.1M | 60,097 | +50,389+83.85% | Add |
| Brookwood Investment Group LLC |
| 0.2% | 0.21% | #11 | $1.8M | 96,166 | $1.7M | 94,752 | +1,414+1.49% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #44 | $1.8M | 95,887 | $1.3M | 74,720 | +21,167+28.33% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.02% | 0.01% | #30 | $1.6M | 89,283 | $598,390 | 33,207 | +56,076+168.87% | Add |
| Visionary Wealth Advisors |
| 0.06% | 0.03% | #20 | $1.6M | 88,604 | $650,617 | 36,105 | +52,499+145.41% | Add |
| Formidable Asset Management, LLC |
| 0.24% | 0.24% | #9 | $1.6M | 86,047 | $1.5M | 81,526 | +4,521+5.55% | Add |
| Mutual Advisors, LLC |
| 0.03% | <0.01% | #27 | $1.4M | 73,785 | $230,459 | 12,789 | +60,996+476.94% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #57 | $1.3M | 70,514 | $0 | 0 | +70,514 | New Buy |
| Camarda Financial Advisors, LLC |
| 0.39% | 0.61% | #7 | $1.3M | 69,108 | $1.2M | 64,286 | +4,822+7.50% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #75 | $1.2M | 66,304 | $0 | 0 | +66,304 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #52 | $1.2M | 62,895 | $335,000 | 18,575 | +44,320+238.60% | Add |
| D.A. DAVIDSON & CO. |
| 0.01% | 0.01% | #42 | $1.2M | 62,886 | $1.0M | 56,300 | +6,586+11.70% | Add |
| CIBC Bancorp USA Inc. |
| <0.01% | — | #59 | $1.0M | 56,400 | $0 | 0 | +56,400 | New Buy |
| BEARING POINT CAPITAL, LLC |
| 0.14% | — | #13 | $1.0M | 55,200 | $0 | 0 | +55,200 | New Buy |
| RPS ADVISORY SOLUTIONS LLC |
| 0.6% | 0.51% | #6 | $904,630 | 49,058 | $899,000 | 49,889 | -831-1.67% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #60 | $799,914 | 43,379 | $772,871 | 42,890 | +489+1.14% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #77 | $780,012 | 42,300 | $0 | 0 | +42,300 | New Buy |
| PFG Investments, LLC |
| 0.03% | 0.03% | #25 | $750,481 | 40,699 | $565,176 | 31,364 | +9,335+29.76% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.07% | 0.07% | #19 | $749,936 | 40,669 | $691,842 | 38,393 | +2,276+5.93% | Add |
| Delta Investment Management, LLC |
| 0.12% | 0.09% | #16 | $710,528 | 38,532 | $523,936 | 29,075 | +9,457+32.53% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.02% | 0.01% | #31 | $685,968 | 37,200 | $198,220 | 11,000 | +26,200+238.18% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #73 | $685,655 | 37,183 | $0 | 0 | +37,183 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #54 | $662,891 | 35,948 | $492,025 | 27,304 | +8,644+31.66% | Add |
| &PARTNERS |
| <0.01% | — | #50 | $645,953 | 35,030 | $0 | 0 | +35,030 | New Buy |
| WealthShield Partners, LLC |
| 0.1% | 0.08% | #17 | $640,716 | 34,746 | $696,743 | 38,665 | -3,919-10.14% | Reduce |
| Focus Partners Wealth |
| <0.01% | — | #66 | $607,867 | 32,965 | $0 | 0 | +32,965 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | — | #64 | $606,215 | 32,875 | $0 | 0 | +32,875 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #49 | $571,939 | 31,017 | $492,675 | 27,340 | +3,677+13.45% | Add |
| Naviter Wealth, LLC |
| 0.05% | — | #22 | $550,065 | 29,830 | $0 | 0 | +29,830 | New Buy |
| ELEVATUS WELATH MANAGEMENT |
| 0.13% | 0.28% | #14 | $539,893 | 29,278 | $527,597 | 29,278 | 00.00% | Unchanged |
| Balboa Wealth Partners |
| 0.07% | 0.13% | #18 | $511,821 | 27,756 | $781,437 | 43,365 | -15,609-35.99% | Reduce |
| HUB Investment Partners, LLC |
| 0.01% | — | #38 | $505,256 | 27,400 | $0 | 0 | +27,400 | New Buy |
| RFG Advisory, LLC |
| 0.01% | <0.01% | #41 | $413,414 | 22,419 | $225,097 | 12,492 | +9,927+79.47% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.01% | 0.01% | #34 | $398,193 | 21,594 | $277,959 | 15,425 | +6,169+39.99% | Add |
| Creative Planning |
| <0.01% | <0.01% | #71 | $391,504 | 21,231 | $392,876 | 21,802 | -571-2.62% | Reduce |
| Snowden Capital Advisors LLC |
| 0.01% | 0.01% | #37 | $388,254 | 21,055 | $350,129 | 19,430 | +1,625+8.36% | Add |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| 0.03% | — | #24 | $313,388 | 16,995 | $0 | 0 | +16,995 | New Buy |
| Mariner, LLC |
| <0.01% | — | #69 | $253,458 | 13,739 | $0 | 0 | +13,739 | New Buy |
