| MORGAN STANLEY |
| <0.01% | <0.01% | #32 | $55.9M | 2.5M | $12.6M | 588,355 | +1.9M+319.11% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #34 | $14.7M | 649,662 | $15.1M | 631,836 | +17,826+2.82% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #38 | $13.9M | 615,559 | $14.5M | 605,505 | +10,054+1.66% | Add |
| Warren Street Wealth Advisors, LLC |
| 2.93% | 3.41% | #2 | $13.1M | 579,283 | $13.4M | 560,456 | +18,827+3.36% | Add |
| Wright Wealth LLC |
| 4.29% | 4.84% | #1 | $7.1M | 315,373 | $7.2M | 302,130 | +13,243+4.38% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #21 | $5.6M | 249,283 | $6.1M | 255,960 | -6,677-2.61% | Reduce |
| Team Financial Group, LLC |
| 1.25% | 1.36% | #3 | $3.0M | 130,413 | $3.0M | 125,260 | +5,153+4.11% | Add |
| Wayfinding Financial, LLC |
| 1.04% | 1.13% | #4 | $2.8M | 121,737 | $2.6M | 108,607 | +13,130+12.09% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #49 | $2.5M | 108,511 | $5.3M | 223,041 | -114,530-51.35% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #50 | $2.0M | 87,486 | $1.7M | 71,341 | +16,145+22.63% | Add |
| MISSION WEALTH MANAGEMENT, LP |
| 0.02% | 0.04% | #20 | $1.7M | 75,842 | $2.2M | 89,950 | -14,108-15.68% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #39 | $1.6M | 72,126 | $1.3M | 54,761 | +17,365+31.71% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | 0.01% | #31 | $1.3M | 57,027 | $2.1M | 87,840 | -30,813-35.08% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #23 | $1.2M | 52,430 | $1.0M | 42,476 | +9,954+23.43% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #42 | $1.1M | 50,210 | $806,621 | 33,692 | +16,518+49.03% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #29 | $955,151 | 42,170 | $964,351 | 39,650 | +2,520+6.36% | Add |
| Global Wealth Management Investment Advisory, Inc. |
| 0.13% | 0.15% | #8 | $917,850 | 40,523 | $981,388 | 40,994 | -471-1.15% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #28 | $871,469 | 38,475 | $770,137 | 32,169 | +6,306+19.60% | Add |
| OneAscent Financial Services LLC |
| 0.04% | 0.05% | #16 | $856,835 | 37,829 | $900,632 | 37,620 | +209+0.56% | Add |
| ROMAN BUTLER FULLERTON & CO |
| 0.18% | 0.21% | #5 | $771,284 | 32,463 | $765,480 | 31,895 | +568+1.78% | Add |
| Sigma Planning Corp |
| 0.02% | 0.02% | #22 | $682,676 | 30,140 | $721,557 | 30,140 | 00.00% | Unchanged |
| Empirical Asset Management, LLC |
| 0.15% | 0.19% | #6 | $682,183 | 30,118 | $726,167 | 30,333 | -215-0.71% | Reduce |
| Gateway Wealth Partners, LLC |
| 0.04% | 0.04% | #18 | $648,613 | 28,636 | $1.1M | 47,440 | -18,804-39.64% | Reduce |
| WealthBridge Capital Management, LLC |
| 0.1% | — | #10 | $521,539 | 23,026 | $0 | 0 | +23,026 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #62 | $489,580 | 21,615 | $902,323 | 37,691 | -16,076-42.65% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #47 | $475,984 | 21,015 | $503,093 | 21,015 | 00.00% | Unchanged |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #53 | $469,309 | 20,720 | $504,367 | 21,068 | -348-1.65% | Reduce |
| Brookwood Investment Group LLC |
| 0.05% | 0.05% | #14 | $420,361 | 18,559 | $427,640 | 17,863 | +696+3.90% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #37 | $408,312 | 18,027 | $513,537 | 21,451 | -3,424-15.96% | Reduce |
| Covenant Asset Management, LLC |
| 0.07% | 0.06% | #11 | $407,202 | 17,978 | $430,394 | 17,978 | 00.00% | Unchanged |
| XY Planning Network, Inc. |
| 0.05% | 0.07% | #13 | $392,176 | 17,315 | $413,126 | 17,315 | 00.00% | Unchanged |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #26 | $387,247 | 17,097 | $409,302 | 17,097 | 00.00% | Unchanged |
| Bison Wealth, LLC |
| 0.03% | 0.04% | #19 | $364,233 | 15,599 | $435,257 | 16,531 | -932-5.64% | Reduce |
| Creekside Partners |
| 0.13% | 0.15% | #9 | $354,104 | 15,634 | $374,272 | 15,634 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #46 | $283,534 | 12,518 | $238,899 | 9,979 | +2,539+25.44% | Add |
| Fermata Advisors, LLC |
| 0.05% | 0.07% | #12 | $259,917 | 11,475 | $296,996 | 12,406 | -931-7.50% | Reduce |
| OPPENHEIMER & CO INC |
| <0.01% | <0.01% | #33 | $258,527 | 11,414 | $254,458 | 10,629 | +785+7.39% | Add |
| REGIONS FINANCIAL CORP |
| <0.01% | <0.01% | #40 | $243,805 | 10,764 | $257,690 | 10,764 | 00.00% | Unchanged |
| REAP Financial Group, LLC |
| 0.04% | 0.07% | #15 | $241,218 | 10,650 | $368,423 | 15,389 | -4,739-30.79% | Reduce |
| Caitlin John, LLC |
| 0.13% | 0.15% | #7 | $239,773 | 10,586 | $254,267 | 10,621 | -35-0.33% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #66 | $230,305 | 10,168 | $766,750 | 32,028 | -21,860-68.25% | Reduce |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #43 | $208,812 | 9,219 | $230,783 | 9,640 | -421-4.37% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | — | #54 | $205,458 | 9,071 | $0 | 0 | +9,071 | New Buy |
| TD Waterhouse Canada Inc. |
| <0.01% | <0.01% | #52 | $160,334 | 7,107 | $169,076 | 7,107 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #58 | $123,919 | 5,471 | $134,184 | 5,605 | -134-2.39% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| <0.01% | <0.01% | #36 | $113,046 | 4,991 | $119,485 | 4,991 | 00.00% | Unchanged |
| Smithfield Trust Co |
| <0.01% | <0.01% | #30 | $81,155 | 3,583 | $86,000 | 3,583 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #63 | $80,060 | 3,535 | $0 | 0 | +3,535 | New Buy |
| Frazier Financial Advisors, LLC |
| 0.04% | 0.05% | #17 | $79,955 | 3,530 | $84,509 | 3,530 | 00.00% | Unchanged |
| GoalVest Advisory LLC |
| 0.01% | 0.01% | #24 | $50,691 | 2,238 | $53,578 | 2,238 | 00.00% | Unchanged |
