| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #32 | $10.8M | 378,377 | $7.3M | 267,092 | +111,285+41.67% | Add |
| Modern Wealth Management, LLC |
| 0.12% | — | #12 | $10.4M | 362,437 | $0 | 0 | +362,437 | New Buy |
| BIP Wealth, LLC |
| 0.25% | 0.33% | #5 | $8.9M | 308,886 | $8.2M | 298,593 | +10,293+3.45% | Add |
| Spectrum Asset Management, Inc. (NB/CA) |
| 2% | 2.18% | #1 | $7.2M | 252,509 | $6.9M | 250,672 | +1,837+0.73% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #51 | $5.4M | 189,723 | $5.8M | 210,816 | -21,093-10.01% | Reduce |
| Legacy Capital Wealth Partners, LLC |
| 0.86% | 0.88% | #3 | $4.6M | 162,062 | $4.3M | 159,621 | +2,441+1.53% | Add |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
| 1.09% | 1.16% | #2 | $4.4M | 153,873 | $4.2M | 154,267 | -394-0.26% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #45 | $3.3M | 114,004 | $3.0M | 109,213 | +4,791+4.39% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #48 | $1.6M | 57,143 | $2.7M | 99,126 | -41,983-42.35% | Reduce |
| LM Advisors LLC |
| 0.15% | 0.01% | #10 | $1.6M | 54,859 | $57,620 | 1,575 | +53,284+3,383.11% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #60 | $1.4M | 47,184 | $1.3M | 48,509 | -1,325-2.73% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #46 | $1.3M | 44,200 | $684,000 | 25,000 | +19,200+76.80% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.07% | 0.05% | #17 | $1.2M | 41,581 | $643,351 | 23,521 | +18,060+76.78% | Add |
| Visionary Wealth Advisors |
| 0.05% | 0.05% | #22 | $1.2M | 40,201 | $1.1M | 40,800 | -599-1.47% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #42 | $1.1M | 37,813 | $1.1M | 41,432 | -3,619-8.73% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.01% | #30 | $986,786 | 34,435 | $777,978 | 28,443 | +5,992+21.07% | Add |
| Ifrah Financial Services, Inc. |
| 0.22% | 0.23% | #7 | $896,288 | 31,277 | $861,255 | 31,488 | -211-0.67% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #52 | $874,489 | 30,417 | $815,686 | 29,629 | +788+2.66% | Add |
| SOA Wealth Advisors, LLC. |
| 0.06% | 0.13% | #19 | $764,269 | 26,670 | $701,912 | 25,662 | +1,008+3.93% | Add |
| Main Street Financial Solutions, LLC |
| 0.05% | — | #21 | $763,295 | 26,636 | $0 | 0 | +26,636 | New Buy |
| Maia Wealth LLC |
| 0.09% | 0.1% | #14 | $615,398 | 21,475 | $591,984 | 21,643 | -168-0.78% | Reduce |
| Fragasso Financial Advisors Inc |
| 0.03% | 0.03% | #25 | $583,676 | 20,368 | $557,059 | 20,176 | +192+0.95% | Add |
| Crusonia Wealth Advisors LLC |
| 0.1% | 0.11% | #13 | $583,475 | 20,361 | $556,918 | 20,361 | 00.00% | Unchanged |
| Claro Advisors Inc. |
| 0.06% | 0.07% | #18 | $572,301 | 19,971 | $551,449 | 20,161 | -190-0.94% | Reduce |
| Brookstone Capital Management |
| 0.01% | 0.01% | #37 | $535,447 | 18,685 | $559,517 | 20,456 | -1,771-8.66% | Reduce |
| Clear Point Advisors Inc. |
| 0.04% | 0.06% | #23 | $518,953 | 18,973 | $518,953 | 18,973 | 00.00% | Unchanged |
| Avidian Wealth Enterprises, LLC |
| 0.01% | 0.01% | #31 | $494,869 | 17,269 | $472,345 | 17,269 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #63 | $491,058 | 17,136 | $270,759 | 9,899 | +7,237+73.11% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #65 | $452,400 | 15,787 | $870,812 | 31,837 | -16,050-50.41% | Reduce |
| Cresset Asset Management, LLC |
| <0.01% | <0.01% | #50 | $436,639 | 15,237 | $416,765 | 15,237 | 00.00% | Unchanged |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #41 | $430,650 | 15,028 | $411,049 | 15,028 | 00.00% | Unchanged |
| Lionshead Wealth Management, LLC |
| 0.28% | 0.3% | #4 | $424,259 | 14,805 | $411,787 | 15,055 | -250-1.66% | Reduce |
| Diligent Investors, LLC |
| 0.09% | 0.09% | #15 | $399,644 | 13,946 | $381,454 | 13,946 | 00.00% | Unchanged |
| Signature Equity Partners, LLC |
| 0.18% | 0.23% | #8 | $398,555 | 13,908 | $427,870 | 15,643 | -1,735-11.09% | Reduce |
| Kovack Advisors, Inc. |
| 0.02% | 0.03% | #29 | $389,976 | 13,626 | $494,369 | 17,973 | -4,347-24.19% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| <0.01% | <0.01% | #39 | $369,468 | 12,893 | $352,652 | 12,893 | 00.00% | Unchanged |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | — | #57 | $369,010 | 12,877 | $0 | 0 | +12,877 | New Buy |
| WINNACLE WEALTH LLC |
| 0.22% | 0.25% | #6 | $329,444 | 11,496 | $321,567 | 11,757 | -261-2.22% | Reduce |
| EP Wealth Advisors, LLC |
| <0.01% | <0.01% | #55 | $317,342 | 11,074 | $330,250 | 12,074 | -1,000-8.28% | Reduce |
| Spire Wealth Management |
| 0.01% | 0.01% | #35 | $314,878 | 10,988 | $327,898 | 11,988 | -1,000-8.34% | Reduce |
| Grantvest Financial Group LLC |
| 0.18% | 0.16% | #9 | $312,843 | 10,917 | $245,267 | 8,967 | +1,950+21.75% | Add |
| HBW ADVISORY SERVICES LLC |
| 0.03% | — | #28 | $310,178 | 10,824 | $0 | 0 | +10,824 | New Buy |
| DHJJ Financial Advisors, Ltd. |
| 0.08% | 0.09% | #16 | $292,641 | 10,212 | $279,321 | 10,212 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #66 | $273,268 | 9,536 | $0 | 0 | +9,536 | New Buy |
| Arkadios Wealth Advisors |
| <0.01% | <0.01% | #38 | $271,778 | 9,484 | $268,407 | 9,813 | -329-3.35% | Reduce |
| Ignite Planners, LLC |
| 0.04% | 0.04% | #24 | $271,664 | 9,480 | $239,468 | 8,755 | +725+8.28% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.01% | #34 | $264,643 | 9,235 | $253,000 | 9,235 | 00.00% | Unchanged |
| PARK AVENUE SECURITIES LLC |
| <0.01% | <0.01% | #49 | $258,224 | 9,011 | $294,000 | 10,765 | -1,754-16.29% | Reduce |
| Sloy Dahl & Holst, LLC |
| 0.03% | 0.03% | #26 | $243,581 | 8,500 | $232,494 | 8,500 | 00.00% | Unchanged |
| Balboa Wealth Partners |
| 0.03% | 0.03% | #27 | $213,147 | 7,438 | $203,446 | 7,438 | 00.00% | Unchanged |
