| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.06% | 0.05% | #13 | $50.2M | 1.2M | $35.5M | 1.0M | +138,542+13.31% | Add |
| SK Wealth Management, LLC |
| 2.11% | 1.96% | #2 | $9.4M | 232,917 | $7.1M | 203,101 | +29,816+14.68% | Add |
| FWG Holdings, LLC |
| 1.7% | 1.52% | #3 | $5.0M | 127,159 | $4.0M | 115,818 | +11,341+9.79% | Add |
| InTrack Investment Management Inc |
| 2.14% | 1.6% | #1 | $4.3M | 101,235 | $2.8M | 82,156 | +19,079+23.22% | Add |
| Integrated Wealth Concepts LLC |
| 0.02% | — | #15 | $3.8M | 89,312 | $0 | 0 | +89,312 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #24 | $3.8M | 88,456 | $2.6M | 75,693 | +12,763+16.86% | Add |
| EverSource Wealth Advisors, LLC |
| 0.09% | 0.08% | #10 | $2.6M | 61,564 | $2.7M | 78,884 | -17,320-21.96% | Reduce |
| Advisory Resource Group |
| 0.35% | — | #8 | $2.3M | 54,593 | $0 | 0 | +54,593 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #26 | $1.4M | 33,854 | $2.2M | 63,755 | -29,901-46.90% | Reduce |
| MFA Wealth Services |
| 0.83% | 0.81% | #5 | $1.4M | 32,812 | $1.2M | 35,666 | -2,854-8.00% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.07% | 0.05% | #11 | $1.3M | 30,984 | $968,894 | 26,487 | +4,497+16.98% | Add |
| 1015 Capital Partners, LLC |
| 0.93% | 0.3% | #4 | $1.1M | 25,988 | $304,208 | 8,908 | +17,080+191.74% | Add |
| LPL Financial LLC |
| <0.01% | — | #25 | $1.1M | 25,786 | $0 | 0 | +25,786 | New Buy |
| Elm3 Financial Group, LLC |
| 0.64% | 0.53% | #6 | $939,366 | 22,061 | $629,113 | 18,422 | +3,639+19.75% | Add |
| Element Wealth, LLC |
| 0.34% | 0.25% | #9 | $904,584 | 21,244 | $606,743 | 17,767 | +3,477+19.57% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | — | #22 | $689,668 | 16,197 | $0 | 0 | +16,197 | New Buy |
| Pathfinder Wealth Consulting, Inc. |
| 0.38% | 0.37% | #7 | $568,860 | 16,658 | $568,860 | 16,658 | 00.00% | Unchanged |
| Financial Strategies Group, Inc. |
| 0.06% | 0.05% | #12 | $407,228 | 10,099 | $296,913 | 7,715 | +2,384+30.90% | Add |
| Equitable Holdings, Inc. |
| <0.01% | — | #21 | $277,790 | 6,524 | $0 | 0 | +6,524 | New Buy |
| Pinnacle Financial Partners, Inc. |
| <0.01% | — | #20 | $267,402 | 6,279 | $0 | 0 | +6,279 | New Buy |
| Private Advisor Group, LLC |
| <0.01% | — | #23 | $260,462 | 6,117 | $0 | 0 | +6,117 | New Buy |
| INDEPENDENT FINANCIAL GROUP, LLC |
| <0.01% | — | #18 | $211,878 | 4,976 | $0 | 0 | +4,976 | New Buy |
| Canvas Wealth Advisors, LLC |
| 0.03% | 0.05% | #14 | $205,832 | 4,834 | $266,848 | 7,814 | -2,980-38.14% | Reduce |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.01% | — | #16 | $90,653 | 2,129 | $0 | 0 | +2,129 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #27 | $61,579 | 1,446 | $1,648 | 48 | +1,398+2,912.50% | Add |
| Atlatl Advisers LLC |
| 0.01% | — | #17 | $33,425 | 785 | $0 | 0 | +785 | New Buy |
| Noble Wealth Management PBC |
| <0.01% | <0.01% | #19 | $6,387 | 150 | $5,123 | 150 | 00.00% | Unchanged |