| Broussard Financial Group LLC |
| 13.54% | 12.95% | #1 | $16.9M | 401,796 | $16.2M | 411,343 | -9,547-2.32% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #66 | $10.5M | 249,840 | $10.8M | 275,073 | -25,233-9.17% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.32% | 0.33% | #6 | $6.5M | 153,873 | $5.8M | 147,456 | +6,417+4.35% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #52 | $6.3M | 149,147 | $6.1M | 154,058 | -4,911-3.19% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #55 | $6.0M | 141,651 | $5.9M | 150,755 | -9,104-6.04% | Reduce |
| MBL Wealth, LLC |
| 0.37% | 0.38% | #5 | $5.4M | 127,626 | $5.0M | 127,165 | +461+0.36% | Add |
| Brookstone Capital Management |
| 0.05% | 0.06% | #31 | $4.9M | 116,061 | $5.2M | 130,915 | -14,854-11.35% | Reduce |
| KFG WEALTH MANAGEMENT, LLC |
| 0.47% | 0.65% | #4 | $4.1M | 98,177 | $5.0M | 127,338 | -29,161-22.90% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #74 | $3.1M | 73,269 | $2.9M | 74,732 | -1,463-1.96% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #79 | $3.0M | 71,361 | $679,238 | 17,264 | +54,097+313.35% | Add |
| Archer Investment Corp |
| 0.55% | 0.57% | #2 | $2.8M | 65,908 | $2.7M | 67,831 | -1,923-2.83% | Reduce |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 0.28% | 0.31% | #7 | $2.5M | 58,579 | $2.3M | 58,579 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #54 | $2.2M | 52,534 | $2.7M | 67,587 | -15,053-22.27% | Reduce |
| CENTRAL VALLEY ADVISORS, LLC |
| 0.54% | 0.57% | #3 | $2.1M | 49,933 | $2.1M | 53,232 | -3,299-6.20% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.03% | 0.01% | #36 | $1.9M | 45,917 | $340,799 | 8,662 | +37,255+430.10% | Add |
| Berger Financial Group, Inc |
| 0.09% | 0.13% | #18 | $1.8M | 43,839 | $2.2M | 56,975 | -13,136-23.06% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #77 | $1.5M | 35,672 | $1.2M | 31,450 | +4,222+13.42% | Add |
| Clearstead Advisors, LLC |
| 0.01% | 0.01% | #44 | $1.5M | 35,366 | $1.4M | 35,510 | -144-0.41% | Reduce |
| Spire Wealth Management |
| 0.04% | 0.08% | #32 | $1.5M | 35,059 | $2.4M | 60,341 | -25,282-41.90% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #71 | $1.4M | 33,020 | $1.3M | 33,855 | -835-2.47% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #64 | $1.4M | 32,945 | $1.4M | 34,397 | -1,452-4.22% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #67 | $1.2M | 28,368 | $967,513 | 24,591 | +3,777+15.36% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.01% | 0.01% | #48 | $1.1M | 24,997 | $1.0M | 25,672 | -675-2.63% | Reduce |
| Strategic Blueprint, LLC |
| 0.05% | 0.06% | #30 | $1.0M | 24,163 | $960,628 | 24,416 | -253-1.04% | Reduce |
| MILESTONE ASSET MANAGEMENT, LLC |
| 0.15% | 0.18% | #13 | $965,762 | 22,948 | $951,107 | 24,174 | -1,226-5.07% | Reduce |
| Retirement Planning Group, LLC |
| 0.02% | 0.03% | #38 | $869,851 | 20,669 | $813,205 | 20,669 | 00.00% | Unchanged |
| SteelPeak Wealth, LLC |
| 0.02% | — | #39 | $841,612 | 19,998 | $0 | 0 | +19,998 | New Buy |
| Impact Partnership Wealth, LLC |
| 0.08% | 0.09% | #24 | $821,622 | 19,523 | $768,117 | 19,523 | 00.00% | Unchanged |
| CRA Financial Services, LLC |
| 0.09% | 0.09% | #20 | $780,883 | 18,555 | $730,032 | 18,555 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #73 | $773,477 | 18,379 | $723,382 | 18,386 | -7-0.04% | Reduce |
| WPWealth LLP |
| 0.1% | 0.1% | #17 | $679,670 | 16,150 | $635,409 | 16,150 | 00.00% | Unchanged |
| Prime Capital Investment Advisors, LLC |
| 0.01% | 0.01% | #56 | $671,126 | 15,947 | $894,963 | 22,747 | -6,800-29.89% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #63 | $642,130 | 15,258 | $602,674 | 15,318 | -60-0.39% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | — | #83 | $629,883 | 14,967 | $0 | 0 | +14,967 | New Buy |
| Keystone Wealth Services, LLC |
| 0.11% | 0.12% | #16 | $609,472 | 14,482 | $572,576 | 14,553 | -71-0.49% | Reduce |
| Onyx Bridge Wealth Group LLC |
| 0.05% | 0.06% | #28 | $575,720 | 13,680 | $570,648 | 14,504 | -824-5.68% | Reduce |
| Vantage Point Financial LLC |
| 0.15% | 0.17% | #12 | $501,272 | 11,911 | $473,625 | 12,038 | -127-1.05% | Reduce |
| Chicago Partners Investment Group LLC |
| 0.01% | 0.01% | #51 | $476,071 | 11,272 | $493,487 | 12,026 | -754-6.27% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #82 | $472,949 | 11,238 | $450,609 | 11,453 | -215-1.88% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #61 | $457,251 | 10,865 | $450,423 | 11,406 | -541-4.74% | Reduce |
| Lakeridge Wealth Management LLC |
| 0.17% | 0.18% | #10 | $451,402 | 10,726 | $422,006 | 10,726 | 00.00% | Unchanged |
| WealthShield Partners, LLC |
| 0.07% | 0.1% | #26 | $449,550 | 10,682 | $897,402 | 22,809 | -12,127-53.17% | Reduce |
| Lantz Financial LLC |
| 0.08% | 0.09% | #23 | $443,279 | 10,533 | $416,419 | 10,584 | -51-0.48% | Reduce |
| Simplicity Wealth,LLC |
| 0.01% | 0.02% | #43 | $434,694 | 10,329 | $406,386 | 10,329 | 00.00% | Unchanged |
| Cornerstone Wealth Group, LLC |
| 0.03% | 0.03% | #37 | $424,804 | 10,094 | $412,865 | 10,094 | 00.00% | Unchanged |
| Integrity Advisory Solutions, LLC |
| 0.04% | 0.04% | #33 | $418,254 | 9,938 | $303,594 | 7,716 | +2,222+28.80% | Add |
| Cresset Asset Management, LLC |
| <0.01% | <0.01% | #70 | $390,799 | 9,286 | $365,350 | 9,286 | 00.00% | Unchanged |
| Advance Capital Management, Inc. |
| 0.01% | 0.02% | #47 | $386,507 | 9,184 | $545,271 | 13,859 | -4,675-33.73% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #81 | $385,202 | 9,153 | $397,494 | 10,103 | -950-9.40% | Reduce |
| SageView Advisory Group, LLC |
| 0.01% | — | #46 | $382,046 | 9,078 | $0 | 0 | +9,078 | New Buy |
