| Ignite Planners, LLC |
| 1.28% | 1.41% | #1 | $9.3M | 272,928 | $9.1M | 272,928 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #42 | $6.6M | 193,815 | $6.6M | 198,582 | -4,767-2.40% | Reduce |
| Brookstone Capital Management |
| 0.04% | 0.04% | #23 | $4.2M | 123,679 | $3.8M | 113,081 | +10,598+9.37% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #56 | $2.6M | 74,740 | $2.6M | 78,401 | -3,661-4.67% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #44 | $2.4M | 69,078 | $2.9M | 86,453 | -17,375-20.10% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #48 | $1.9M | 56,540 | $1.9M | 55,805 | +735+1.32% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #54 | $1.9M | 55,580 | $2.2M | 65,264 | -9,684-14.84% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #58 | $1.8M | 52,552 | $1.7M | 50,457 | +2,095+4.15% | Add |
| Madrona Financial Services, LLC |
| 0.33% | 0.38% | #3 | $1.8M | 51,822 | $1.7M | 51,822 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #59 | $1.5M | 44,639 | $1.4M | 41,317 | +3,322+8.04% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.06% | 0.07% | #19 | $1.5M | 44,259 | $1.5M | 44,711 | -452-1.01% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #65 | $1.4M | 40,715 | $1.4M | 42,854 | -2,139-4.99% | Reduce |
| Triad Wealth Partners, LLC |
| 0.08% | 0.13% | #12 | $1.4M | 39,909 | $1.6M | 49,270 | -9,361-19.00% | Reduce |
| Cresset Asset Management, LLC |
| <0.01% | 0.01% | #51 | $1.4M | 39,949 | $1.4M | 40,805 | -856-2.10% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #61 | $1.3M | 39,405 | $1.3M | 39,405 | 00.00% | Unchanged |
| Capasso Planning Partners LLC |
| 0.67% | 0.68% | #2 | $1.3M | 39,170 | $1.3M | 37,798 | +1,372+3.63% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #68 | $1.3M | 38,343 | $0 | 0 | +38,343 | New Buy |
| Main Street Financial Solutions, LLC |
| 0.08% | — | #14 | $1.2M | 36,212 | $0 | 0 | +36,212 | New Buy |
| Atria Investments, Inc |
| 0.01% | 0.01% | #38 | $1.2M | 33,927 | $1.2M | 35,165 | -1,238-3.52% | Reduce |
| Mutual Advisors, LLC |
| 0.02% | 0.02% | #32 | $1.1M | 31,478 | $1.1M | 33,003 | -1,525-4.62% | Reduce |
| Legacy Edge Advisors, LLC |
| 0.13% | 0.13% | #5 | $948,285 | 29,523 | $1.3M | 37,638 | -8,115-21.56% | Reduce |
| Coppell Advisory Solutions LLC |
| 0.07% | — | #15 | $900,072 | 10,015 | $0 | 0 | +10,015 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #39 | $759,292 | 22,246 | $683,796 | 20,424 | +1,822+8.92% | Add |
| UPTICK PARTNERS, LLC |
| 0.1% | 0.13% | #10 | $626,520 | 18,356 | $633,107 | 18,910 | -554-2.93% | Reduce |
| Summit Financial, LLC |
| 0.01% | — | #46 | $623,550 | 18,269 | $0 | 0 | +18,269 | New Buy |
| Clear Creek Financial Management, LLC |
| 0.04% | 0.04% | #24 | $601,433 | 17,621 | $580,242 | 17,331 | +290+1.67% | Add |
| Foguth Wealth Management, LLC. |
| 0.06% | 0.07% | #18 | $569,033 | 16,629 | $567,880 | 16,629 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #55 | $546,686 | 16,017 | $521,418 | 15,574 | +443+2.84% | Add |
| Triumph Capital Management |
| 0.1% | 0.11% | #11 | $534,979 | 15,674 | $528,415 | 15,783 | -109-0.69% | Reduce |
| Apollon Wealth Management, LLC |
| 0.01% | 0.01% | #47 | $529,415 | 15,511 | $539,396 | 16,111 | -600-3.72% | Reduce |
| Gallagher Fiduciary Advisors, LLC |
| 0.02% | 0.01% | #34 | $522,544 | 15,310 | $512,568 | 15,310 | 00.00% | Unchanged |
| Climber Capital SA |
| 0.28% | — | #4 | $470,017 | 13,798 | $0 | 0 | +13,798 | New Buy |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #45 | $466,988 | 13,682 | $458,073 | 13,682 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| 0.01% | — | #40 | $427,805 | 12,534 | $0 | 0 | +12,534 | New Buy |
| Syntegra Private Wealth Group, LLC |
| 0.03% | 0.04% | #27 | $407,975 | 11,953 | $400,186 | 11,953 | 00.00% | Unchanged |
| WORLD EQUITY GROUP, INC. |
| 0.08% | 0.09% | #13 | $343,804 | 10,073 | $362,688 | 10,833 | -760-7.02% | Reduce |
| StoneX Group Inc. |
| 0.01% | 0.01% | #35 | $325,122 | 9,525 | $251,267 | 7,505 | +2,020+26.92% | Add |
| Gerber Kawasaki Wealth & Investment Management |
| 0.01% | 0.01% | #41 | $322,544 | 9,450 | $316,386 | 9,450 | 00.00% | Unchanged |
| Chris Bulman Inc |
| 0.12% | 0.14% | #7 | $320,223 | 9,382 | $319,064 | 9,530 | -148-1.55% | Reduce |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #49 | $313,328 | 9,180 | $375,478 | 11,215 | -2,035-18.15% | Reduce |
| Prasad Wealth Partners, LLC |
| 0.07% | 0.08% | #16 | $303,771 | 8,900 | $297,972 | 8,900 | 00.00% | Unchanged |
| Certified Advisory Corp |
| 0.02% | 0.02% | #31 | $278,787 | 8,168 | $273,465 | 8,168 | 00.00% | Unchanged |
| First Heartland Consultants, Inc. |
| 0.02% | 0.02% | #33 | $276,364 | 8,097 | $271,088 | 8,097 | 00.00% | Unchanged |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #60 | $275,544 | 8,073 | $261,512 | 7,811 | +262+3.35% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| <0.01% | — | #50 | $267,114 | 7,826 | $0 | 0 | +7,826 | New Buy |
| VICTORY FINANCIAL GROUP, LLC |
| 0.03% | 0.03% | #28 | $265,203 | 7,770 | $260,140 | 7,770 | 00.00% | Unchanged |
| MN Wealth Advisors, LLC |
| 0.11% | 0.12% | #8 | $261,107 | 7,650 | $256,122 | 7,650 | 00.00% | Unchanged |
| Integrity Financial Corp /WA |
| 0.12% | 0.15% | #6 | $260,458 | 7,631 | $293,921 | 8,779 | -1,148-13.08% | Reduce |
| Buck Wealth Strategies, LLC |
| 0.03% | 0.03% | #29 | $259,400 | 7,600 | $281,232 | 8,400 | -800-9.52% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #69 | $258,786 | 7,582 | $273,331 | 8,164 | -582-7.13% | Reduce |
