| LPL Financial LLC |
| 0.01% | 0.01% | #16 | $31.8M | 101,769 | $29.3M | 104,624 | -2,855-2.73% | Reduce |
| Baltimore-Washington Financial Advisors, Inc. |
| 0.94% | 0.93% | #4 | $25.1M | 80,057 | $21.7M | 77,330 | +2,727+3.53% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.04% | 0.04% | #10 | $8.2M | 26,252 | $7.3M | 26,176 | +76+0.29% | Add |
| Professional Financial Advisors, LLC |
| 1.17% | 1.24% | #2 | $6.7M | 21,561 | $6.1M | 21,739 | -178-0.82% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #31 | $6.4M | 20,498 | $7.1M | 24,924 | -4,426-17.76% | Reduce |
| Private Advisor Group, LLC |
| 0.03% | — | #12 | $6.4M | 20,301 | $0 | 0 | +20,301 | New Buy |
| MTM FINANCIAL GROUP, LLC |
| 1.42% | 1.33% | #1 | $3.3M | 10,578 | $2.8M | 10,124 | +454+4.48% | Add |
| Western Wealth Management, LLC |
| 0.08% | 0.09% | #7 | $2.6M | 8,218 | $2.3M | 8,236 | -18-0.22% | Reduce |
| Lifetime Wealth Management P.C. |
| 0.98% | 1.1% | #3 | $1.7M | 5,339 | $1.9M | 6,906 | -1,567-22.69% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #32 | $1.7M | 5,319 | $1.5M | 5,422 | -103-1.90% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #34 | $1.6M | 5,145 | $1.4M | 4,985 | +160+3.21% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #30 | $1.5M | 4,667 | $1.2M | 4,458 | +209+4.69% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #24 | $1.3M | 4,311 | $1.3M | 4,604 | -293-6.36% | Reduce |
| Ethos Capital Management, Inc. |
| 0.74% | 1.14% | #5 | $1.0M | 3,326 | $1.3M | 4,742 | -1,416-29.86% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #21 | $936,639 | 2,993 | $848,108 | 3,027 | -34-1.12% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #29 | $709,450 | 2,267 | $649,778 | 2,319 | -52-2.24% | Reduce |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #13 | $684,109 | 2,186 | $696,847 | 2,487 | -301-12.10% | Reduce |
| Gateway Wealth Partners, LLC |
| 0.04% | 0.05% | #11 | $652,500 | 2,085 | $1.2M | 4,280 | -2,195-51.29% | Reduce |
| Southland Equity Partners LLC |
| 0.11% | 0.11% | #6 | $644,677 | 2,060 | $577,764 | 2,062 | -2-0.10% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #26 | $578,645 | 1,849 | $522,000 | 1,863 | -14-0.75% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.01% | 0.01% | #17 | $416,683 | 1,331 | $372,697 | 1,330 | +1+0.08% | Add |
| Aspire Capital Advisors LLC |
| 0.08% | — | #9 | $388,371 | 1,241 | $0 | 0 | +1,241 | New Buy |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #15 | $344,558 | 1,101 | $316,901 | 1,131 | -30-2.65% | Reduce |
| Centurion Wealth Management LLC |
| 0.08% | 0.11% | #8 | $330,375 | 1,056 | $493,803 | 1,762 | -706-40.07% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #25 | $305,580 | 976 | $275,345 | 983 | -7-0.71% | Reduce |
| Chicago Partners Investment Group LLC |
| 0.01% | 0.01% | #18 | $293,050 | 969 | $282,272 | 904 | +65+7.19% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #38 | $292,295 | 934 | $0 | 0 | +934 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #36 | $291,052 | 930 | $247,862 | 885 | +45+5.08% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #27 | $247,232 | 790 | $0 | 0 | +790 | New Buy |
| Signal Advisors Wealth, LLC |
| 0.01% | — | #14 | $217,814 | 696 | $0 | 0 | +696 | New Buy |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #33 | $166,802 | 533 | $149,344 | 533 | 00.00% | Unchanged |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #35 | $103,128 | 330 | $80,163 | 286 | +44+15.38% | Add |
| JFS WEALTH ADVISORS, LLC |
| <0.01% | <0.01% | #19 | $83,558 | 267 | $74,813 | 267 | 00.00% | Unchanged |
| AdvisorNet Financial, Inc |
| <0.01% | <0.01% | #22 | $62,590 | 200 | $56,039 | 200 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #40 | $43,831 | 142 | $38,459 | 142 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | — | #41 | $40,371 | 129 | $0 | 0 | +129 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #37 | $37,867 | 121 | $33,904 | 121 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #39 | $30,451 | 97 | $214 | 1 | +96+9,600.00% | Add |
| Ascentis Wealth Management, LLC |
| <0.01% | <0.01% | #20 | $12,608 | 45 | $12,608 | 45 | 00.00% | Unchanged |
| FIRST COMMUNITY TRUST NA |
| <0.01% | <0.01% | #23 | $5,007 | 16 | $4,483 | 16 | 00.00% | Unchanged |
| Triumph Capital Management |
| <0.01% | <0.01% | #28 | $5,007 | 16 | $4,483 | 16 | 00.00% | Unchanged |
