| Wealthcare Advisory Partners LLC |
| 0.02% | 0.02% | #5 | $1.3M | 64,740 | $1.3M | 46,367 | +18,373+39.63% | Add |
| Fermata Advisors, LLC |
| 0.14% | 0.15% | #1 | $690,313 | 35,749 | $673,220 | 24,597 | +11,152+45.34% | Add |
| Centric Wealth Management |
| 0.08% | 0.16% | #2 | $507,509 | 26,711 | $821,598 | 26,711 | 00.00% | Unchanged |
| ZEGA Investments, LLC |
| 0.04% | 0.07% | #3 | $405,529 | 21,001 | $620,834 | 22,683 | -1,682-7.42% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #9 | $399,489 | 18,659 | $874,350 | 32,540 | -13,881-42.66% | Reduce |
| Cumberland Partners Ltd |
| 0.02% | 0.04% | #4 | $384,636 | 19,919 | $529,281 | 19,338 | +581+3.00% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.01% | #7 | $177,826 | 9,209 | $214,000 | 7,809 | +1,400+17.93% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #10 | $49,395 | 2,558 | $286,617 | 10,273 | -7,715-75.10% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #13 | $43,447 | 2,250 | $34,212 | 1,250 | +1,000+80.00% | Add |
| American Capital Advisory, LLC |
| 0.01% | 0.01% | #6 | $19,310 | 1,000 | $27,370 | 1,000 | 00.00% | Unchanged |
| MATHER GROUP, LLC. |
| <0.01% | <0.01% | #12 | $9,597 | 497 | $16,066 | 587 | -90-15.33% | Reduce |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
| <0.01% | 0.01% | #8 | $7,838 | 406 | $27,478 | 1,004 | -598-59.56% | Reduce |
| BROWN BROTHERS HARRIMAN & CO |
| <0.01% | <0.01% | #14 | $5,021 | 260 | $7,116 | 260 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #15 | $4,712 | 244 | $6,678 | 244 | 00.00% | Unchanged |
| Crewe Advisors LLC |
| <0.01% | <0.01% | #11 | $2,256 | 117 | $3,197 | 117 | 00.00% | Unchanged |
| SIGNATUREFD, LLC |
| <0.01% | <0.01% | #16 | $1,062 | 55 | $2,874 | 105 | -50-47.62% | Reduce |
| UBS Group AG |
| <0.01% | — | #17 | $850 | 44 | $0 | 0 | +44 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #18 | $39 | 2 | $0 | 0 | +2 | New Buy |
