| Cetera Investment Advisers |
| 0.02% | 0.02% | #26 | $22.1M | 435,612 | $21.9M | 438,873 | -3,261-0.74% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #45 | $9.5M | 186,755 | $7.1M | 143,144 | +43,611+30.47% | Add |
| Capital Asset Advisory Services LLC |
| 0.29% | 0.32% | #8 | $8.1M | 160,435 | $8.3M | 165,575 | -5,140-3.10% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.13% | — | #14 | $8.1M | 160,435 | $0 | 0 | +160,435 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #44 | $5.5M | 109,026 | $4.7M | 95,020 | +14,006+14.74% | Add |
| SEEDS INVESTOR LLC |
| 0.49% | 0.62% | #6 | $4.7M | 93,682 | $4.6M | 91,112 | +2,570+2.82% | Add |
| Stewardship Advisors, LLC |
| 0.97% | 0.95% | #3 | $4.7M | 92,022 | $4.1M | 83,051 | +8,971+10.80% | Add |
| Prentice Wealth Management LLC |
| 0.9% | 1.22% | #4 | $4.4M | 86,116 | $5.4M | 108,356 | -22,240-20.52% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #54 | $4.2M | 82,582 | $3.6M | 71,334 | +11,248+15.77% | Add |
| GGM Financial LLC |
| 1.17% | 1.28% | #1 | $3.1M | 60,854 | $2.8M | 55,847 | +5,007+8.97% | Add |
| AdvisorNet Financial, Inc |
| 0.14% | 0.15% | #10 | $3.0M | 59,803 | $2.9M | 58,270 | +1,533+2.63% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #37 | $3.0M | 58,611 | $3.3M | 66,319 | -7,708-11.62% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #59 | $2.9M | 57,883 | $2.7M | 53,676 | +4,207+7.84% | Add |
| BOYUM WEALTH ARCHITECTS LLC |
| 1.14% | 1.19% | #2 | $2.9M | 56,979 | $2.8M | 56,688 | +291+0.51% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #51 | $2.8M | 55,860 | $3.5M | 69,753 | -13,893-19.92% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #55 | $2.7M | 52,998 | $2.9M | 57,790 | -4,792-8.29% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #41 | $2.5M | 49,382 | $1.3M | 25,808 | +23,574+91.34% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #53 | $2.3M | 44,975 | $2.1M | 42,871 | +2,104+4.91% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #38 | $2.2M | 44,749 | $1.5M | 30,175 | +14,574+48.30% | Add |
| Investment Planning Advisors, Inc. |
| 0.42% | 0.51% | #7 | $1.8M | 35,846 | $1.8M | 36,871 | -1,025-2.78% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | 0.01% | #34 | $1.7M | 32,834 | $1.5M | 30,041 | +2,793+9.30% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #32 | $1.6M | 31,924 | $1.6M | 31,561 | +363+1.15% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #56 | $1.5M | 30,500 | $1.2M | 24,273 | +6,227+25.65% | Add |
| Elequin Capital, LP |
| 0.04% | — | #22 | $1.4M | 27,187 | $0 | 0 | +27,187 | New Buy |
| Walkner Condon Financial Advisors LLC |
| 0.16% | 0.15% | #9 | $1.4M | 26,718 | $1.2M | 23,367 | +3,351+14.34% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #62 | $1.3M | 25,583 | $863,305 | 17,325 | +8,258+47.67% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #61 | $1.3M | 25,126 | $2.5M | 51,167 | -26,041-50.89% | Reduce |
| Tower Research Capital LLC (TRC) |
| 0.03% | — | #25 | $1.2M | 23,257 | $0 | 0 | +23,257 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #39 | $984,642 | 19,447 | $999,290 | 20,054 | -607-3.03% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #33 | $890,336 | 17,584 | $857,624 | 17,211 | +373+2.17% | Add |
| Private Wealth Asset Management, LLC |
| 0.08% | 0.09% | #16 | $841,576 | 16,621 | $828,224 | 16,621 | 00.00% | Unchanged |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #50 | $789,119 | 15,585 | $714,000 | 14,333 | +1,252+8.74% | Add |
| Connecticut Capital Management Group, LLC |
| 0.63% | 0.69% | #5 | $777,142 | 15,348 | $731,186 | 14,674 | +674+4.59% | Add |
| Kingsview Wealth Management, LLC |
| 0.01% | 0.01% | #31 | $743,414 | 14,919 | $743,414 | 14,919 | 00.00% | Unchanged |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #36 | $693,879 | 13,704 | $688,626 | 13,704 | 00.00% | Unchanged |
| IHT Wealth Management, LLC |
| 0.01% | — | #30 | $673,423 | 13,300 | $0 | 0 | +13,300 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #40 | $668,010 | 13,193 | $557,752 | 11,193 | +2,000+17.87% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | — | #52 | $658,081 | 12,997 | $0 | 0 | +12,997 | New Buy |
| Financial Insights, Inc. |
| 0.14% | 0.15% | #11 | $503,599 | 9,946 | $463,867 | 9,309 | +637+6.84% | Add |
| StoneX Group Inc. |
| 0.02% | — | #27 | $460,359 | 9,170 | $0 | 0 | +9,170 | New Buy |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.02% | 0.02% | #28 | $442,731 | 8,744 | $380,546 | 7,637 | +1,107+14.50% | Add |
| Keating Financial Advisory Services, Inc. |
| 0.05% | 0.06% | #19 | $411,345 | 8,124 | $374,622 | 7,518 | +606+8.06% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #47 | $411,156 | 8,120 | $405,553 | 8,139 | -19-0.23% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #57 | $400,256 | 7,905 | $393,906 | 7,905 | 00.00% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC |
| 0.14% | 0.13% | #12 | $399,851 | 7,897 | $413,000 | 8,301 | -404-4.87% | Reduce |
| KENNEDY INVESTMENT GROUP, INC. |
| 0.13% | 0.15% | #13 | $389,306 | 7,689 | $385,335 | 7,733 | -44-0.57% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #65 | $387,952 | 7,662 | $351,999 | 7,064 | +598+8.47% | Add |
| Peterson Wealth Advisors, LLC |
| 0.04% | 0.05% | #21 | $370,169 | 7,311 | $363,532 | 7,295 | +16+0.22% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #42 | $354,433 | 7,000 | $349,020 | 7,000 | 00.00% | Unchanged |
| Beacon Pointe Advisors, LLC |
| <0.01% | <0.01% | #48 | $345,910 | 6,832 | $337,816 | 6,779 | +53+0.78% | Add |
