| MORGAN STANLEY |
| 0.01% | 0.01% | #28 | $114.7M | 2.3M | $109.7M | 2.2M | +101,042+4.67% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #34 | $13.9M | 274,024 | $13.3M | 262,983 | +11,041+4.20% | Add |
| Pathstone Holdings, LLC |
| 0.02% | 0.03% | #19 | $6.4M | 126,194 | $6.4M | 126,194 | 00.00% | Unchanged |
| Moran Wealth Management, LLC |
| 0.15% | — | #8 | $5.4M | 106,784 | $0 | 0 | +106,784 | New Buy |
| Private Advisor Group, LLC |
| 0.02% | 0.04% | #20 | $3.8M | 75,202 | $8.1M | 160,700 | -85,498-53.20% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #32 | $3.3M | 65,514 | $3.2M | 63,918 | +1,596+2.50% | Add |
| Valley Financial Group, Inc. |
| 1.38% | 1.57% | #1 | $2.8M | 55,066 | $2.9M | 57,308 | -2,242-3.91% | Reduce |
| Perigon Wealth Management, LLC |
| 0.03% | — | #16 | $1.8M | 35,131 | $0 | 0 | +35,131 | New Buy |
| Betterment LLC |
| <0.01% | <0.01% | #35 | $1.7M | 33,537 | $1.7M | 32,678 | +859+2.63% | Add |
| Rossby Financial, LCC |
| 0.29% | 0.24% | #4 | $1.6M | 31,179 | $1.2M | 23,076 | +8,103+35.11% | Add |
| PFG Investments, LLC |
| 0.05% | 0.03% | #12 | $1.4M | 27,986 | $633,390 | 12,516 | +15,470+123.60% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #37 | $1.3M | 25,403 | $1.1M | 22,570 | +2,833+12.55% | Add |
| Dynamic Advisor Solutions LLC |
| 0.04% | 0.04% | #14 | $1.3M | 25,370 | $1.2M | 23,973 | +1,397+5.83% | Add |
| Mason & Associates Inc |
| 0.16% | 0.24% | #7 | $984,695 | 19,445 | $1.2M | 24,522 | -5,077-20.70% | Reduce |
| Prism Advisors, Inc. |
| 0.22% | 0.23% | #5 | $893,897 | 17,652 | $876,985 | 17,330 | +322+1.86% | Add |
| DeDora Capital, Inc. |
| 0.14% | 0.16% | #9 | $653,864 | 12,912 | $633,676 | 12,522 | +390+3.11% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #40 | $621,252 | 12,268 | $531,859 | 10,510 | +1,758+16.73% | Add |
| Kingsview Wealth Management, LLC |
| 0.01% | 0.01% | #24 | $571,331 | 11,290 | $571,331 | 11,290 | 00.00% | Unchanged |
| NATURAL INVESTMENTS, LLC |
| 0.12% | 0.13% | #10 | $569,295 | 11,242 | $509,000 | 10,077 | +1,165+11.56% | Add |
| ROBINSON SMITH WEALTH ADVISORS LLC |
| 0.31% | 0.35% | #2 | $512,274 | 10,116 | $522,395 | 10,323 | -207-2.01% | Reduce |
| Sunrise Financial Services, LLC |
| 0.3% | 0.38% | #3 | $511,869 | 10,108 | $534,895 | 10,570 | -462-4.37% | Reduce |
| Ameritas Investment Partners, Inc. |
| 0.01% | 0.01% | #22 | $482,665 | 9,531 | $448,765 | 8,868 | +663+7.48% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #39 | $455,102 | 8,987 | $885,000 | 17,486 | -8,499-48.60% | Reduce |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #27 | $424,052 | 8,374 | $421,077 | 8,321 | +53+0.64% | Add |
| RW Investment Management LLC |
| 0.04% | 0.07% | #15 | $411,754 | 8,131 | $682,105 | 13,479 | -5,348-39.68% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | — | #38 | $403,493 | 7,968 | $0 | 0 | +7,968 | New Buy |
| Secure Asset Management, LLC |
| 0.05% | 0.06% | #13 | $369,283 | 7,292 | $374,828 | 7,407 | -115-1.55% | Reduce |
| Global Retirement Partners, LLC |
| 0.01% | — | #30 | $363,545 | 7,179 | $0 | 0 | +7,179 | New Buy |
| Gemmer Asset Management LLC |
| 0.02% | 0.03% | #18 | $355,637 | 7,023 | $351,735 | 6,951 | +72+1.04% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #48 | $354,632 | 7,003 | $7.1M | 140,617 | -133,614-95.02% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #45 | $350,793 | 6,927 | $321,340 | 6,350 | +577+9.09% | Add |
| Apollon Wealth Management, LLC |
| <0.01% | 0.01% | #33 | $329,261 | 6,502 | $327,010 | 6,462 | +40+0.62% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #43 | $285,255 | 5,633 | $295,078 | 5,831 | -198-3.40% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #47 | $274,671 | 5,424 | $0 | 0 | +5,424 | New Buy |
| Brookwood Investment Group LLC |
| 0.03% | 0.03% | #17 | $235,172 | 4,644 | $235,010 | 4,644 | 00.00% | Unchanged |
| Riverwater Partners LLC |
| 0.07% | 0.08% | #11 | $233,045 | 4,602 | $245,789 | 4,857 | -255-5.25% | Reduce |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
| 0.17% | — | #6 | $224,335 | 4,430 | $0 | 0 | +4,430 | New Buy |
| Ethos Financial Group, LLC |
| 0.01% | — | #21 | $223,440 | 4,398 | $0 | 0 | +4,398 | New Buy |
| Gladstone Institutional Advisory LLC |
| 0.01% | 0.01% | #26 | $219,372 | 4,332 | $219,221 | 4,332 | 00.00% | Unchanged |
| TECTONIC ADVISORS LLC |
| 0.01% | — | #25 | $206,510 | 4,078 | $0 | 0 | +4,078 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #36 | $150,658 | 2,975 | $143,020 | 2,826 | +149+5.27% | Add |
| NewEdge Advisors, LLC |
| <0.01% | — | #42 | $103,913 | 2,052 | $0 | 0 | +2,052 | New Buy |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.01% | — | #23 | $99,356 | 1,962 | $0 | 0 | +1,962 | New Buy |
| TFC Financial Management, Inc. |
| <0.01% | 0.01% | #31 | $39,550 | 781 | $46,102 | 911 | -130-14.27% | Reduce |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #41 | $15,512 | 305 | $15,480 | 305 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #44 | $13,975 | 276 | $0 | 0 | +276 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #46 | $10,128 | 200 | $10,121 | 200 | 00.00% | Unchanged |
| Godfrey Financial Associates, Inc. |
| 0.01% | 0.01% | #29 | $7,647 | 151 | $7,641 | 151 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #49 | $5,976 | 118 | $0 | 0 | +118 | New Buy |
