| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.16% | 0.23% | #9 | $10.9M | 241,017 | $13.1M | 246,631 | -5,614-2.28% | Reduce |
| Precision Wealth Strategies, LLC |
| 3.21% | 4.25% | #1 | $10.6M | 235,002 | $12.8M | 240,689 | -5,687-2.36% | Reduce |
| Belpointe Asset Management LLC |
| 0.32% | 0.44% | #2 | $9.9M | 217,600 | $12.0M | 226,458 | -8,858-3.91% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #27 | $4.3M | 94,077 | $5.0M | 94,077 | 00.00% | Unchanged |
| United Asset Strategies, Inc. |
| 0.28% | 0.38% | #3 | $4.0M | 88,722 | $4.8M | 89,354 | -632-0.71% | Reduce |
| Brookwood Investment Group LLC |
| 0.18% | 0.25% | #5 | $1.6M | 35,995 | $2.0M | 37,871 | -1,876-4.95% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #39 | $1.2M | 25,517 | $875,300 | 16,453 | +9,064+55.09% | Add |
| Mason & Associates Inc |
| 0.18% | 0.25% | #8 | $1.1M | 24,640 | $1.3M | 25,340 | -700-2.76% | Reduce |
| WEALTH ALLIANCE, LLC |
| 0.09% | 0.12% | #15 | $1.0M | 22,979 | $1.2M | 22,979 | 00.00% | Unchanged |
| Lido Advisors, LLC |
| <0.01% | 0.01% | #31 | $1.0M | 22,911 | $3.4M | 63,823 | -40,912-64.10% | Reduce |
| SHEETS SMITH WEALTH MANAGEMENT |
| 0.1% | 0.13% | #13 | $986,552 | 21,783 | $1.2M | 21,783 | 00.00% | Unchanged |
| Robertson Stephens Wealth Management, LLC |
| 0.02% | 0.03% | #19 | $960,284 | 21,203 | $1.1M | 21,203 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #34 | $831,524 | 18,360 | $976,752 | 18,360 | 00.00% | Unchanged |
| Navis Wealth Advisors, LLC |
| 0.28% | 0.44% | #4 | $734,876 | 16,226 | $863,223 | 16,226 | 00.00% | Unchanged |
| Arax Advisory Partners |
| <0.01% | — | #28 | $719,658 | 15,890 | $0 | 0 | +15,890 | New Buy |
| Keystone Wealth Services, LLC |
| 0.13% | 0.18% | #10 | $704,622 | 15,558 | $827,686 | 15,558 | 00.00% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC |
| 0.18% | 0.24% | #7 | $677,493 | 14,959 | $803,107 | 15,096 | -137-0.91% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #35 | $672,828 | 14,856 | $975,156 | 18,330 | -3,474-18.95% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #33 | $592,393 | 13,080 | $696,000 | 13,080 | 00.00% | Unchanged |
| Mariner, LLC |
| <0.01% | <0.01% | #36 | $542,257 | 11,973 | $930,415 | 17,489 | -5,516-31.54% | Reduce |
| Hopwood Nicholas Hunter |
| 0.1% | — | #14 | $347,737 | 7,678 | $0 | 0 | +7,678 | New Buy |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #26 | $339,675 | 7,500 | $399,000 | 7,500 | 00.00% | Unchanged |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.12% | — | #11 | $284,104 | 6,273 | $0 | 0 | +6,273 | New Buy |
| LANE BROTHERS & CO INC |
| 0.18% | 0.24% | #6 | $280,209 | 6,187 | $329,148 | 6,187 | 00.00% | Unchanged |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| <0.01% | 0.01% | #30 | $274,095 | 6,052 | $426,345 | 8,014 | -1,962-24.48% | Reduce |
| Walser Wealth Management Company, A Ltd Liability Co |
| 0.11% | 0.14% | #12 | $274,095 | 6,052 | $321,966 | 6,052 | 00.00% | Unchanged |
| BROWN ADVISORY INC |
| <0.01% | <0.01% | #38 | $254,122 | 5,611 | $298,505 | 5,611 | 00.00% | Unchanged |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.01% | 0.01% | #24 | $241,713 | 5,337 | $283,928 | 5,337 | 00.00% | Unchanged |
| NewEdge Wealth, LLC |
| <0.01% | <0.01% | #32 | $239,176 | 5,281 | $280,949 | 5,281 | 00.00% | Unchanged |
| Outlook Wealth Advisors, LLC |
| 0.05% | 0.06% | #16 | $226,269 | 4,996 | $265,787 | 4,996 | 00.00% | Unchanged |
| SMART Wealth LLC |
| 0.05% | 0.08% | #17 | $223,597 | 4,937 | $262,648 | 4,937 | 00.00% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.01% | 0.01% | #21 | $220,517 | 4,869 | $259,031 | 4,869 | 00.00% | Unchanged |
| Accurate Wealth Management, LLC |
| 0.02% | 0.03% | #20 | $205,976 | 4,557 | $239,705 | 4,558 | -1-0.02% | Reduce |
| FULTON BANK, N.A. |
| 0.01% | <0.01% | #22 | $183,877 | 4,060 | $215,992 | 4,060 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #41 | $181,704 | 4,012 | $181,892 | 3,419 | +593+17.34% | Add |
| CENTRAL TRUST Co |
| <0.01% | — | #29 | $176,586 | 3,899 | $0 | 0 | +3,899 | New Buy |
| Abound Wealth Management |
| 0.03% | 0.04% | #18 | $165,083 | 3,645 | $193,914 | 3,645 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #43 | $145,471 | 3,212 | $204,480 | 3,195 | +17+0.53% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #40 | $57,065 | 1,260 | $0 | 0 | +1,260 | New Buy |
| REAP Financial Group, LLC |
| 0.01% | 0.01% | #25 | $43,931 | 970 | $51,604 | 970 | 00.00% | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS |
| <0.01% | — | #42 | $27,174 | 600 | $0 | 0 | +600 | New Buy |
| EASTERN BANK |
| <0.01% | <0.01% | #37 | $26,857 | 593 | $31,548 | 593 | 00.00% | Unchanged |
| OBSIDIAN CIO, LLC |
| 0.01% | 0.02% | #23 | $13,225 | 292 | $19,844 | 373 | -81-21.72% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #44 | $451 | 10 | $364 | 7 | +3+42.86% | Add |
