| Berkshire Money Management, Inc. |
| 0.71% | 1.33% | #2 | $7.7M | 269,755 | $13.0M | 485,177 | -215,422-44.40% | Reduce |
| First Heartland Consultants, Inc. |
| 0.39% | 0.41% | #4 | $6.0M | 208,493 | $5.4M | 200,848 | +7,645+3.81% | Add |
| SageView Advisory Group, LLC |
| 0.19% | — | #7 | $5.9M | 207,007 | $0 | 0 | +207,007 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #24 | $5.9M | 207,007 | $5.8M | 216,870 | -9,863-4.55% | Reduce |
| BLAIR WILLIAM & CO/IL |
| 0.01% | 0.01% | #17 | $3.7M | 130,848 | $3.7M | 137,998 | -7,150-5.18% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #21 | $3.4M | 118,093 | $3.3M | 122,225 | -4,132-3.38% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #28 | $2.4M | 84,329 | $2.5M | 93,076 | -8,747-9.40% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #26 | $2.3M | 81,306 | $1.8M | 65,834 | +15,472+23.50% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #22 | $1.1M | 38,521 | $1.4M | 53,702 | -15,181-28.27% | Reduce |
| Sherry Group, Inc. |
| 0.96% | 0.33% | #1 | $980,041 | 32,355 | $303,071 | 11,305 | +21,050+186.20% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #38 | $972,617 | 33,990 | $886,051 | 33,639 | +351+1.04% | Add |
| Miller Financial Services LLC |
| 0.53% | 0.81% | #3 | $656,228 | 22,925 | $742,196 | 27,685 | -4,760-17.19% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.01% | 0.01% | #19 | $560,420 | 19,578 | $528,317 | 19,707 | -129-0.65% | Reduce |
| PFS Partners, LLC |
| 0.22% | 0.24% | #6 | $531,080 | 18,553 | $524,350 | 19,559 | -1,006-5.14% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #36 | $507,779 | 17,739 | $475,558 | 17,739 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #33 | $487,054 | 17,015 | $551,935 | 20,588 | -3,573-17.35% | Reduce |
| WEALTH ALLIANCE, LLC |
| 0.04% | 0.04% | #13 | $435,714 | 15,221 | $408,066 | 15,221 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #31 | $428,946 | 14,985 | $411,000 | 15,333 | -348-2.27% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #30 | $427,085 | 14,920 | $415,587 | 15,502 | -582-3.75% | Reduce |
| LPL Financial LLC |
| <0.01% | — | #37 | $419,986 | 14,672 | $0 | 0 | +14,672 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.02% | #18 | $406,446 | 14,199 | $1.1M | 39,766 | -25,567-64.29% | Reduce |
| Faithward Advisors, LLC |
| 0.05% | 0.05% | #12 | $388,413 | 13,569 | $376,983 | 14,062 | -493-3.51% | Reduce |
| WealthShield Partners, LLC |
| 0.06% | 0.04% | #8 | $383,575 | 13,400 | $359,235 | 13,400 | 00.00% | Unchanged |
| Keating Financial Advisory Services, Inc. |
| 0.05% | 0.05% | #11 | $361,047 | 12,613 | $321,247 | 11,983 | +630+5.26% | Add |
| TopTier Wealth Management, LLC |
| 0.22% | 0.29% | #5 | $357,813 | 12,500 | $467,998 | 17,457 | -4,957-28.40% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #40 | $343,443 | 11,998 | $518,532 | 19,342 | -7,344-37.97% | Reduce |
| Outlook Wealth Advisors, LLC |
| 0.06% | 0.06% | #9 | $270,993 | 9,467 | $253,797 | 9,467 | 00.00% | Unchanged |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 0.03% | 0.03% | #15 | $259,829 | 9,077 | $243,342 | 9,077 | 00.00% | Unchanged |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #29 | $251,900 | 8,800 | $235,916 | 8,800 | 00.00% | Unchanged |
| Brookstone Capital Management |
| <0.01% | <0.01% | #27 | $249,295 | 8,709 | $252,966 | 9,436 | -727-7.70% | Reduce |
| Elmwood Wealth Management, Inc. |
| 0.05% | — | #10 | $208,963 | 7,300 | $0 | 0 | +7,300 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #23 | $196,282 | 6,857 | $151,683 | 5,658 | +1,199+21.19% | Add |
| DHJJ Financial Advisors, Ltd. |
| 0.03% | 0.04% | #14 | $120,712 | 4,217 | $124,848 | 4,657 | -440-9.45% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.01% | 0.01% | #20 | $89,081 | 3,112 | $83,428 | 3,112 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #34 | $66,038 | 2,307 | $61,847 | 2,307 | 00.00% | Unchanged |
| Noble Wealth Management PBC |
| 0.01% | 0.01% | #16 | $28,625 | 1,000 | $26,809 | 1,000 | 00.00% | Unchanged |
| Capital Analysts, LLC |
| <0.01% | <0.01% | #32 | $22,986 | 803 | $21,000 | 803 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #35 | $13,769 | 481 | $12,895 | 481 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #39 | $10,650 | 372 | $0 | 0 | +372 | New Buy |
| EVOLUTION WEALTH MANAGEMENT INC. |
| <0.01% | <0.01% | #25 | $5,725 | 200 | $5,362 | 200 | 00.00% | Unchanged |
