| Cetera Investment Advisers |
| 0.01% | 0.01% | #38 | $8.5M | 318,805 | $7.6M | 294,275 | +24,530+8.34% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #54 | $7.7M | 286,708 | $15.9M | 619,264 | -332,556-53.70% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.02% | #41 | $4.5M | 169,766 | $14.6M | 567,728 | -397,962-70.10% | Reduce |
| Maltin Wealth Management, Inc. |
| 1.44% | 1.63% | #1 | $4.3M | 160,766 | $4.3M | 165,156 | -4,390-2.66% | Reduce |
| Grant Street Asset Management, Inc. |
| 0.49% | 0.6% | #4 | $3.0M | 111,886 | $3.1M | 120,239 | -8,353-6.95% | Reduce |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #49 | $3.0M | 110,940 | $3.2M | 122,575 | -11,635-9.49% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | 0.01% | #48 | $2.8M | 106,187 | $4.0M | 155,894 | -49,707-31.89% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #59 | $2.8M | 103,308 | $360,062 | 13,983 | +89,325+638.81% | Add |
| Sequent Planning LLC |
| 0.5% | — | #3 | $2.4M | 87,809 | $0 | 0 | +87,809 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #66 | $1.7M | 64,479 | $1.7M | 66,588 | -2,109-3.17% | Reduce |
| Financial Engines Advisors L.L.C. |
| <0.01% | 0.01% | #50 | $1.7M | 64,440 | $2.6M | 100,550 | -36,110-35.91% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #45 | $1.6M | 61,055 | $1.6M | 63,677 | -2,622-4.12% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.1% | 0.13% | #15 | $1.6M | 60,492 | $1.8M | 70,355 | -9,863-14.02% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #52 | $1.4M | 51,633 | $276,750 | 45,796 | +5,837+12.75% | Add |
| IFP Advisors, Inc |
| 0.02% | 0.03% | #25 | $1.3M | 48,400 | $1.2M | 47,839 | +561+1.17% | Add |
| Cypress Wealth Services, LLC |
| 0.16% | 0.17% | #11 | $1.3M | 47,519 | $1.2M | 47,519 | 00.00% | Unchanged |
| Ignite Planners, LLC |
| 0.16% | 0.17% | #9 | $1.2M | 43,637 | $1.1M | 42,957 | +680+1.58% | Add |
| Csenge Advisory Group |
| 0.05% | — | #20 | $1.2M | 42,984 | $0 | 0 | +42,984 | New Buy |
| NorthCrest Asset Manangement, LLC |
| 0.03% | 0.03% | #22 | $1.1M | 39,564 | $907,077 | 35,090 | +4,474+12.75% | Add |
| Main Street Financial Solutions, LLC |
| 0.06% | — | #18 | $1.0M | 37,844 | $0 | 0 | +37,844 | New Buy |
| WEALTHGARDEN F.S. LLC |
| 0.56% | 0.64% | #2 | $980,714 | 36,594 | $942,291 | 36,594 | 00.00% | Unchanged |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.02% | #39 | $977,852 | 36,487 | $2.1M | 83,307 | -46,820-56.20% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #37 | $779,130 | 29,072 | $603,735 | 23,446 | +5,626+24.00% | Add |
| SECURED RETIREMENT ADVISORS, LLC |
| 0.38% | 0.45% | #5 | $744,799 | 27,791 | $802,937 | 31,182 | -3,391-10.87% | Reduce |
| OPPENHEIMER & CO INC |
| 0.01% | 0.01% | #40 | $673,725 | 25,139 | $733,360 | 28,480 | -3,341-11.73% | Reduce |
| PARK AVENUE SECURITIES LLC |
| <0.01% | <0.01% | #46 | $642,476 | 23,973 | $442,000 | 17,168 | +6,805+39.64% | Add |
| SOA Wealth Advisors, LLC. |
| 0.05% | 0.1% | #19 | $608,140 | 22,692 | $567,421 | 22,036 | +656+2.98% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #65 | $586,073 | 21,868 | $513,558 | 19,944 | +1,924+9.65% | Add |
| Diligent Investors, LLC |
| 0.13% | 0.07% | #12 | $573,520 | 21,400 | $267,800 | 10,400 | +11,000+105.77% | Add |
| EP Wealth Advisors, LLC |
| <0.01% | <0.01% | #55 | $501,267 | 18,704 | $516,391 | 20,054 | -1,350-6.73% | Reduce |
| Nvest Financial, LLC |
| 0.16% | 0.18% | #10 | $499,043 | 18,621 | $481,319 | 18,692 | -71-0.38% | Reduce |
| Visionary Wealth Advisors |
| 0.02% | 0.02% | #29 | $479,935 | 17,908 | $461,131 | 17,908 | 00.00% | Unchanged |
| Kovack Advisors, Inc. |
| 0.02% | — | #27 | $432,309 | 16,158 | $0 | 0 | +16,158 | New Buy |
| Avidian Wealth Enterprises, LLC |
| 0.01% | 0.01% | #33 | $420,814 | 15,702 | $398,790 | 15,487 | +215+1.39% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #61 | $420,760 | 15,700 | $443,801 | 17,235 | -1,535-8.91% | Reduce |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.02% | 0.02% | #30 | $419,098 | 15,638 | $423,716 | 16,455 | -817-4.97% | Reduce |
| DHJJ Financial Advisors, Ltd. |
| 0.12% | 0.1% | #14 | $415,936 | 15,520 | $310,082 | 12,042 | +3,478+28.88% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #53 | $413,336 | 15,423 | $410,017 | 15,923 | -500-3.14% | Reduce |
| Prospera Financial Services Inc |
| 0.01% | 0.01% | #44 | $382,998 | 14,291 | $339,403 | 13,181 | +1,110+8.42% | Add |
| BFI Wealth Solutions, LLC |
| 0.28% | 0.31% | #6 | $373,565 | 13,939 | $323,709 | 12,439 | +1,500+12.06% | Add |
| FORTRESS PRIVATE LEDGER, LLC |
| 0.09% | 0.11% | #16 | $343,442 | 12,815 | $343,016 | 13,321 | -506-3.80% | Reduce |
| Clear Point Advisors Inc. |
| 0.03% | 0.04% | #23 | $336,810 | 13,080 | $336,810 | 13,080 | 00.00% | Unchanged |
| WINNACLE WEALTH LLC |
| 0.22% | 0.24% | #8 | $320,684 | 11,966 | $314,647 | 12,219 | -253-2.07% | Reduce |
| Prosperity Consulting Group, LLC |
| 0.01% | 0.01% | #34 | $297,587 | 11,104 | $285,928 | 11,104 | 00.00% | Unchanged |
| KINTRA WEALTH, LLC |
| 0.01% | 0.02% | #32 | $282,939 | 10,257 | $254,101 | 9,868 | +389+3.94% | Add |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #51 | $276,040 | 10,300 | $265,225 | 10,300 | 00.00% | Unchanged |
| Integrity Financial Corp /WA |
| 0.13% | 0.16% | #13 | $266,901 | 9,959 | $312,888 | 12,151 | -2,192-18.04% | Reduce |
| CreativeOne Wealth, LLC |
| 0.01% | — | #42 | $259,746 | 9,692 | $0 | 0 | +9,692 | New Buy |
| Arkadios Wealth Advisors |
| <0.01% | <0.01% | #47 | $254,332 | 9,490 | $244,368 | 9,490 | 00.00% | Unchanged |
| Luken Investment Analytics, LLC |
| 0.09% | <0.01% | #17 | $244,925 | 9,139 | $361 | 14 | +9,125+65,178.57% | Add |
