| Gradient Investments LLC |
| 0.75% | 0.88% | #8 | $54.4M | 1.1M | $56.5M | 1.1M | -38,383-3.47% | Reduce |
| Tanager Wealth Management LLP |
| 2.54% | 1.01% | #1 | $29.1M | 570,525 | $10.5M | 204,728 | +365,797+178.67% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #20 | $13.8M | 270,021 | $5.7M | 110,542 | +159,479+144.27% | Add |
| Strait & Sound Wealth Management LLC |
| 2.47% | 2.31% | #2 | $7.0M | 137,857 | $6.2M | 121,143 | +16,714+13.80% | Add |
| Lido Advisors, LLC |
| 0.02% | 0.02% | #15 | $6.6M | 129,097 | $6.6M | 129,558 | -461-0.36% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #16 | $5.7M | 111,777 | $5.3M | 104,314 | +7,463+7.15% | Add |
| Mattson Financial Services, LLC |
| 0.96% | 1.44% | #7 | $4.7M | 92,345 | $6.1M | 118,316 | -25,971-21.95% | Reduce |
| S&A Financial Services, Inc. |
| 1.93% | 2.12% | #3 | $3.2M | 62,030 | $3.1M | 60,393 | +1,637+2.71% | Add |
| Brown Financial Advisors |
| 0.97% | 1.43% | #6 | $2.8M | 54,449 | $3.8M | 73,575 | -19,126-26.00% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #17 | $2.4M | 47,175 | $0 | 0 | +47,175 | New Buy |
| Paladin Wealth, LLC |
| 1.38% | 1.37% | #4 | $2.4M | 46,514 | $2.0M | 39,068 | +7,446+19.06% | Add |
| Diversified Portfolios, Inc. |
| 0.14% | 0.2% | #12 | $2.0M | 38,833 | $2.4M | 46,428 | -7,595-16.36% | Reduce |
| Compass Financial Group, Inc. (Ohio) |
| 1.31% | 0.94% | #5 | $2.0M | 38,315 | $1.3M | 25,026 | +13,289+53.10% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #21 | $1.1M | 20,800 | $762,061 | 14,900 | +5,900+39.60% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #24 | $795,383 | 15,582 | $336,534 | 6,580 | +9,002+136.81% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #22 | $700,388 | 13,721 | $654,554 | 12,798 | +923+7.21% | Add |
| MONECO ADVISORS, LLC |
| 0.04% | 0.04% | #13 | $679,205 | 13,306 | $528,379 | 10,331 | +2,975+28.80% | Add |
| Grantvest Financial Group LLC |
| 0.38% | 0.43% | #10 | $661,798 | 12,965 | $663,095 | 12,965 | 00.00% | Unchanged |
| Capstone Wealth Management Group, Inc. |
| 0.39% | — | #9 | $652,866 | 12,790 | $0 | 0 | +12,790 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #27 | $595,644 | 11,669 | $228,311 | 4,464 | +7,205+161.40% | Add |
| ARGUS INVESTORS' COUNSEL, INC. |
| 0.36% | 0.42% | #11 | $465,326 | 9,116 | $466,238 | 9,116 | 00.00% | Unchanged |
| NOTTINGHAM ADVISORS, INC. |
| 0.03% | 0.03% | #14 | $258,951 | 5,073 | $259,459 | 5,073 | 00.00% | Unchanged |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #19 | $248,436 | 4,867 | $241,251 | 4,717 | +150+3.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #26 | $212,998 | 4,173 | $217,371 | 4,250 | -77-1.81% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #18 | $210,104 | 4,116 | $0 | 0 | +4,116 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #30 | $14,701 | 288 | $22,249 | 435 | -147-33.79% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #25 | $12,659 | 248 | $0 | 0 | +248 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | — | #23 | $6,942 | 136 | $0 | 0 | +136 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #29 | $5,922 | 116 | $5,933 | 116 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #28 | $2,552 | 50 | $2,557 | 50 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #31 | $2,501 | 49 | $2,534 | 49 | 00.00% | Unchanged |
