| Allworth Financial LP |
| 0.04% | <0.01% | #35 | $8.5M | 237,210 | $318,535 | 9,388 | +227,822+2,426.74% | Add |
| Long Island Wealth Management, Inc. |
| 3.48% | 3.66% | #1 | $8.4M | 234,341 | $7.9M | 232,619 | +1,722+0.74% | Add |
| ACCESS FINANCIAL SERVICES, INC. |
| 2.33% | 2.38% | #2 | $7.1M | 197,501 | $6.7M | 197,793 | -292-0.15% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #63 | $4.9M | 136,423 | $4.4M | 130,360 | +6,063+4.65% | Add |
| MBL Wealth, LLC |
| 0.32% | 0.33% | #11 | $4.8M | 132,021 | $4.4M | 129,170 | +2,851+2.21% | Add |
| SageView Advisory Group, LLC |
| 0.13% | — | #21 | $4.1M | 113,323 | $0 | 0 | +113,323 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #68 | $4.1M | 113,323 | $4.0M | 118,318 | -4,995-4.22% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #70 | $2.6M | 71,331 | $2.5M | 72,906 | -1,575-2.16% | Reduce |
| CORRADO ADVISORS, LLC |
| 1.29% | 1.32% | #4 | $2.5M | 74,668 | $2.5M | 74,668 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | — | #84 | $2.5M | 69,636 | $0 | 0 | +69,636 | New Buy |
| First Heartland Consultants, Inc. |
| 0.16% | 0.19% | #18 | $2.5M | 69,367 | $2.4M | 71,287 | -1,920-2.69% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.03% | 0.01% | #36 | $2.2M | 61,542 | $551,871 | 16,265 | +45,277+278.37% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.19% | 0.22% | #17 | $2.1M | 58,339 | $2.1M | 61,644 | -3,305-5.36% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.02% | 0.03% | #43 | $2.0M | 56,641 | $1.9M | 54,645 | +1,996+3.65% | Add |
| Cornerstone Wealth, LLC/TN |
| 1.03% | 1.11% | #5 | $2.0M | 56,921 | $2.0M | 55,672 | +1,249+2.24% | Add |
| Signal Advisors Wealth, LLC |
| 0.1% | 0.12% | #22 | $1.9M | 53,465 | $1.7M | 50,643 | +2,822+5.57% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #82 | $1.8M | 50,798 | $1.6M | 47,572 | +3,226+6.78% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #72 | $1.8M | 50,485 | $1.9M | 56,291 | -5,806-10.31% | Reduce |
| BFI Wealth Solutions, LLC |
| 1.31% | 1.24% | #3 | $1.8M | 49,286 | $1.3M | 37,820 | +11,466+30.32% | Add |
| Cape Investment Advisory, Inc. |
| 0.38% | 0.28% | #8 | $1.4M | 39,762 | $845,366 | 24,915 | +14,847+59.59% | Add |
| Triad Wealth Partners, LLC |
| 0.08% | 0.11% | #24 | $1.4M | 37,644 | $1.3M | 39,324 | -1,680-4.27% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.02% | #50 | $1.2M | 33,920 | $1.0M | 30,656 | +3,264+10.65% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #88 | $1.2M | 33,653 | $392,502 | 11,568 | +22,085+190.91% | Add |
| Diligent Investors, LLC |
| 0.27% | 0.28% | #12 | $1.2M | 33,399 | $1.2M | 33,899 | -500-1.47% | Reduce |
| Liberty Atlantic Advisors LLC |
| 0.86% | 0.98% | #6 | $1.2M | 33,128 | $1.1M | 33,730 | -602-1.78% | Reduce |
| JDM Financial Group LLC |
| 0.21% | 0.41% | #15 | $1.1M | 31,535 | $1.1M | 31,713 | -178-0.56% | Reduce |
| AdvisorNet Financial, Inc |
| 0.05% | 0.05% | #30 | $1.1M | 29,714 | $1.0M | 29,714 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #74 | $1.0M | 28,390 | $431,660 | 28,951 | -561-1.94% | Reduce |
| My Personal CFO, LLC |
| 0.38% | 0.4% | #9 | $971,564 | 26,990 | $915,771 | 26,990 | 00.00% | Unchanged |
| WPWealth LLP |
| 0.14% | 0.15% | #20 | $934,667 | 25,965 | $985,633 | 29,049 | -3,084-10.62% | Reduce |
| Compass Advisory Group LLC |
| 0.22% | 0.25% | #14 | $933,983 | 25,946 | $940,472 | 27,718 | -1,772-6.39% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #85 | $924,180 | 25,674 | $418,923 | 12,347 | +13,327+107.94% | Add |
| GILL CAPITAL PARTNERS, LLC |
| 0.26% | 0.25% | #13 | $918,361 | 25,512 | $865,622 | 25,512 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| 0.02% | 0.02% | #51 | $907,597 | 25,213 | $796,744 | 23,482 | +1,731+7.37% | Add |
| Arlington Capital Management, Inc. |
| 0.54% | 0.18% | #7 | $874,192 | 24,285 | $320,028 | 9,432 | +14,853+157.47% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #77 | $790,499 | 21,960 | $745,103 | 21,960 | 00.00% | Unchanged |
| Legacy Capital Wealth Partners, LLC |
| 0.14% | 0.15% | #19 | $751,774 | 20,884 | $708,602 | 20,884 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #71 | $724,192 | 20,118 | $1.2M | 35,210 | -15,092-42.86% | Reduce |
| Advisor OS, LLC |
| 0.05% | 0.05% | #32 | $709,577 | 19,712 | $668,828 | 19,712 | 00.00% | Unchanged |
| BIP Wealth, LLC |
| 0.02% | 0.03% | #49 | $687,403 | 19,096 | $663,060 | 19,542 | -446-2.28% | Reduce |
| SIGNATUREFD, LLC |
| 0.01% | 0.01% | #58 | $671,276 | 18,648 | $932,023 | 27,469 | -8,821-32.11% | Reduce |
| SYON CAPITAL LLC |
| 0.03% | 0.03% | #39 | $655,329 | 18,205 | $622,310 | 18,341 | -136-0.74% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #75 | $617,100 | 17,143 | $568,000 | 16,749 | +394+2.35% | Add |
| NorthCrest Asset Manangement, LLC |
| 0.01% | 0.02% | #53 | $577,465 | 16,128 | $548,881 | 16,206 | -78-0.48% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #86 | $573,111 | 15,921 | $1.5M | 43,158 | -27,237-63.11% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #78 | $567,316 | 15,760 | $535,000 | 15,760 | 00.00% | Unchanged |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.03% | 0.03% | #38 | $562,384 | 15,623 | $479,300 | 13,773 | +1,850+13.43% | Add |
| PFG Advisors |
| 0.03% | 0.03% | #41 | $539,634 | 14,991 | $514,515 | 15,164 | -173-1.14% | Reduce |
| Cypress Wealth Services, LLC |
| 0.06% | 0.07% | #26 | $509,756 | 14,161 | $480,483 | 14,161 | 00.00% | Unchanged |
| Jacobi Capital Management LLC |
| 0.02% | 0.02% | #46 | $453,672 | 12,603 | $427,620 | 12,603 | 00.00% | Unchanged |
