| LPL Financial LLC |
| <0.01% | <0.01% | #37 | $8.0M | 146,463 | $8.0M | 167,276 | -20,813-12.44% | Reduce |
| Howard Capital Management, LLC |
| 0.05% | — | #9 | $4.5M | 81,823 | $0 | 0 | +81,823 | New Buy |
| WorthPointe, LLC |
| 0.95% | 0.99% | #2 | $3.8M | 69,792 | $3.7M | 76,795 | -7,003-9.12% | Reduce |
| Encompass More Asset Management |
| 0.36% | 0.32% | #4 | $2.5M | 44,966 | $1.9M | 40,694 | +4,272+10.50% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #31 | $2.3M | 41,692 | $1.9M | 39,970 | +1,722+4.31% | Add |
| TopTier Wealth Management, LLC |
| 1.02% | 0.91% | #1 | $1.7M | 31,055 | $1.5M | 31,047 | +8+0.03% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #25 | $1.6M | 29,923 | $1.5M | 30,476 | -553-1.81% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #30 | $1.6M | 29,650 | $1.4M | 30,414 | -764-2.51% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #52 | $1.6M | 28,627 | $1.4M | 28,577 | +50+0.17% | Add |
| Brookstone Capital Management |
| 0.02% | 0.01% | #21 | $1.5M | 27,857 | $1.2M | 25,927 | +1,930+7.44% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #47 | $1.5M | 27,226 | $1.3M | 28,227 | -1,001-3.55% | Reduce |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #24 | $1.0M | 18,808 | $948,626 | 19,825 | -1,017-5.13% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #54 | $835,728 | 15,449 | $72,628 | 1,562 | +13,887+889.05% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #42 | $713,537 | 13,084 | $559,213 | 11,744 | +1,340+11.41% | Add |
| Creative Planning |
| <0.01% | <0.01% | #46 | $672,402 | 12,331 | $587,127 | 12,331 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #50 | $671,941 | 12,323 | $586,702 | 12,322 | +1+0.01% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #44 | $663,805 | 12,173 | $603,035 | 12,665 | -492-3.88% | Reduce |
| Clear Creek Financial Management, LLC |
| 0.04% | 0.04% | #13 | $650,883 | 11,936 | $567,680 | 11,923 | +13+0.11% | Add |
| Fairman Group, LLC |
| 0.49% | 0.47% | #3 | $625,239 | 11,466 | $545,264 | 11,452 | +14+0.12% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #32 | $565,474 | 10,370 | $493,760 | 10,370 | 00.00% | Unchanged |
| McCollum Christoferson Group LLC |
| 0.09% | 0.13% | #7 | $548,566 | 10,060 | $419,955 | 8,820 | +1,240+14.06% | Add |
| Regal Investment Advisors LLC |
| 0.02% | 0.03% | #18 | $446,378 | 8,186 | $483,186 | 10,148 | -1,962-19.33% | Reduce |
| McKinney Capital Management, LLC |
| 0.17% | — | #5 | $440,161 | 8,072 | $0 | 0 | +8,072 | New Buy |
| VERUS CAPITAL PARTNERS, LLC |
| 0.02% | 0.02% | #19 | $395,338 | 7,250 | $345,201 | 7,250 | 00.00% | Unchanged |
| Ceeto Capital Group, LLC |
| 0.1% | 0.16% | #6 | $381,706 | 7,000 | $524,000 | 11,000 | -4,000-36.36% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #38 | $360,820 | 6,617 | $394,666 | 8,289 | -1,672-20.17% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.01% | <0.01% | #26 | $355,819 | 7,473 | $355,819 | 7,473 | 00.00% | Unchanged |
| Great Waters Wealth Management |
| 0.03% | 0.03% | #16 | $348,388 | 6,389 | $319,775 | 6,716 | -327-4.87% | Reduce |
| Waverly Advisors, LLC |
| <0.01% | <0.01% | #35 | $332,654 | 6,100 | $290,103 | 6,093 | +7+0.11% | Add |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #36 | $328,594 | 6,026 | $292,445 | 6,142 | -116-1.89% | Reduce |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #34 | $324,521 | 5,951 | $283,010 | 5,944 | +7+0.12% | Add |
| Ascentis Independent Advisors |
| 0.04% | 0.02% | #14 | $313,674 | 6,588 | $313,674 | 6,588 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #43 | $311,145 | 5,706 | $229,000 | 4,818 | +888+18.43% | Add |
| HB Wealth Management, LLC |
| <0.01% | — | #39 | $280,507 | 5,144 | $0 | 0 | +5,144 | New Buy |
| VICTORY FINANCIAL GROUP, LLC |
| 0.03% | 0.03% | #17 | $266,540 | 4,888 | $247,259 | 5,193 | -305-5.87% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #58 | $261,632 | 4,798 | $0 | 0 | +4,798 | New Buy |
| TITLEIST ASSET MANAGEMENT, LLC |
| 0.02% | 0.02% | #20 | $255,435 | 4,684 | $213,265 | 4,479 | +205+4.58% | Add |
| CLG LLC |
| 0.05% | 0.06% | #8 | $240,763 | 4,415 | $229,229 | 4,814 | -399-8.29% | Reduce |
| Winch Advisory Services, LLC |
| 0.05% | 0.05% | #11 | $238,154 | 4,367 | $207,728 | 4,363 | +4+0.09% | Add |
| Atria Investments, Inc |
| <0.01% | <0.01% | #33 | $234,749 | 4,305 | $218,405 | 4,587 | -282-6.15% | Reduce |
| Plan Group Financial, LLC |
| 0.05% | — | #12 | $233,549 | 4,283 | $0 | 0 | +4,283 | New Buy |
| FLC Capital Advisors |
| 0.03% | — | #15 | $202,958 | 3,722 | $0 | 0 | +3,722 | New Buy |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #56 | $113,966 | 2,090 | $99,513 | 2,090 | 00.00% | Unchanged |
| RMG Wealth Management LLC |
| 0.01% | 0.01% | #22 | $97,134 | 1,716 | $92,220 | 1,752 | -36-2.05% | Reduce |
| JNBA Financial Advisors |
| <0.01% | <0.01% | #29 | $58,947 | 1,081 | $51,471 | 1,081 | 00.00% | Unchanged |
| Regatta Research & Money Management |
| 0.05% | — | #10 | $52,823 | 969 | $0 | 0 | +969 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #59 | $47,000 | 867 | $41,000 | 867 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #60 | $39,806 | 730 | $69,469 | 1,459 | -729-49.97% | Reduce |
| Community Financial Services Group, LLC |
| <0.01% | <0.01% | #28 | $31,037 | 574 | $27,466 | 574 | 00.00% | Unchanged |
| TUCKER ASSET MANAGEMENT LLC |
| 0.01% | — | #23 | $30,235 | 635 | $0 | 0 | +635 | New Buy |
