| Equitable Holdings, Inc. |
| 0.05% | 0.05% | #10 | $8.1M | 307,346 | $7.1M | 266,874 | +40,472+15.17% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #26 | $7.6M | 288,465 | $6.5M | 249,170 | +39,295+15.77% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #40 | $4.0M | 153,886 | $2.5M | 93,921 | +59,965+63.85% | Add |
| SFE Investment Counsel |
| 0.41% | 0.38% | #2 | $3.0M | 114,822 | $2.4M | 91,804 | +23,018+25.07% | Add |
| Concurrent Investment Advisors, LLC |
| 0.02% | 0.03% | #15 | $2.6M | 100,795 | $2.8M | 107,117 | -6,322-5.90% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #33 | $2.6M | 100,102 | $2.0M | 76,375 | +23,727+31.07% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #25 | $1.7M | 64,159 | $0 | 0 | +64,159 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #41 | $1.3M | 50,410 | $1.2M | 47,939 | +2,471+5.15% | Add |
| LBMC INVESTMENT ADVISORS, LLC |
| 0.07% | 0.08% | #9 | $1.3M | 49,761 | $1.3M | 49,726 | +35+0.07% | Add |
| MONECO ADVISORS, LLC |
| 0.08% | 0.1% | #6 | $1.3M | 49,222 | $1.2M | 47,476 | +1,746+3.68% | Add |
| Ark Wealth Advisors LLC |
| 1.13% | 1% | #1 | $1.3M | 48,568 | $1.0M | 38,664 | +9,904+25.62% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #29 | $1.3M | 48,469 | $889,231 | 34,200 | +14,269+41.72% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #43 | $1.0M | 39,173 | $980,037 | 37,701 | +1,472+3.90% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #37 | $897,585 | 34,335 | $54,519 | 2,123 | +32,212+1,517.29% | Add |
| Jessup Wealth Management, Inc |
| 0.25% | 0.3% | #3 | $822,717 | 31,342 | $829,912 | 31,926 | -584-1.83% | Reduce |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.01% | 0.01% | #19 | $580,309 | 22,107 | $643,871 | 24,769 | -2,662-10.75% | Reduce |
| Cetera Investment Advisers |
| <0.01% | — | #36 | $502,108 | 19,128 | $0 | 0 | +19,128 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | — | #34 | $462,053 | 17,602 | $0 | 0 | +17,602 | New Buy |
| VestGen Advisors, LLC |
| 0.01% | 0.01% | #17 | $460,064 | 17,526 | $417,183 | 15,890 | +1,636+10.30% | Add |
| Modern Wealth Management, LLC |
| 0.01% | 0.01% | #20 | $442,768 | 16,867 | $439,788 | 16,867 | 00.00% | Unchanged |
| 4Thought Financial Group Inc. |
| 0.21% | 0.2% | #4 | $436,952 | 16,646 | $412,557 | 15,871 | +775+4.88% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #21 | $384,825 | 14,660 | $385,948 | 14,847 | -187-1.26% | Reduce |
| Ascentis Independent Advisors |
| 0.05% | 0.03% | #11 | $343,082 | 13,198 | $343,082 | 13,198 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #24 | $311,063 | 11,850 | $273,303 | 10,482 | +1,368+13.05% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #38 | $277,010 | 10,553 | $261,862 | 10,074 | +479+4.75% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #45 | $262,920 | 10,016 | $186,436 | 7,172 | +2,844+39.65% | Add |
| Alaska Wealth Advisors, LLC |
| 0.03% | 0.03% | #13 | $250,502 | 9,543 | $243,950 | 9,385 | +158+1.68% | Add |
| Wealth Quarterback LLC |
| 0.08% | 0.08% | #8 | $248,547 | 9,468 | $209,776 | 8,070 | +1,398+17.32% | Add |
| IMA Advisory Services, Inc. |
| 0.02% | 0.02% | #16 | $247,800 | 9,440 | $245,392 | 9,440 | 00.00% | Unchanged |
| HUB Investment Partners, LLC |
| <0.01% | 0.01% | #22 | $244,508 | 9,315 | $229,167 | 8,816 | +499+5.66% | Add |
| Tassel Capital Management, Inc. |
| 0.1% | — | #5 | $222,981 | 8,495 | $0 | 0 | +8,495 | New Buy |
| HOWARD WEALTH MANAGEMENT, LLC |
| 0.08% | 0.09% | #7 | $211,706 | 8,065 | $209,650 | 8,065 | 00.00% | Unchanged |
| Legacy Financial Group LLC |
| 0.02% | — | #14 | $210,600 | 8,023 | $0 | 0 | +8,023 | New Buy |
| Alaska Permanent Capital Management, LLC |
| 0.01% | 0.01% | #18 | $196,230 | 7,504 | $194,429 | 7,504 | 00.00% | Unchanged |
| Key FInancial Inc |
| 0.03% | 0.03% | #12 | $168,000 | 6,400 | $166,368 | 6,400 | 00.00% | Unchanged |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #27 | $80,588 | 3,070 | $98,930 | 3,805 | -735-19.32% | Reduce |
| Larson Financial Group LLC |
| <0.01% | <0.01% | #28 | $57,356 | 2,185 | $46,921 | 1,805 | +380+21.05% | Add |
| Topsail Wealth Management, LLC |
| <0.01% | <0.01% | #23 | $26,906 | 1,025 | $22,616 | 870 | +155+17.82% | Add |
| Asset Dedication, LLC |
| <0.01% | <0.01% | #30 | $20,082 | 765 | $19,887 | 765 | 00.00% | Unchanged |
| Capital Analysts, LLC |
| <0.01% | <0.01% | #39 | $9,712 | 370 | $10,000 | 370 | 00.00% | Unchanged |
| Keating Financial Advisory Services, Inc. |
| <0.01% | <0.01% | #31 | $9,581 | 365 | $9,488 | 365 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #42 | $4,725 | 180 | $4,055 | 156 | +24+15.38% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #46 | $4,121 | 157 | $4,081 | 157 | 00.00% | Unchanged |
| Community Financial Services Group, LLC |
| <0.01% | <0.01% | #35 | $3,282 | 125 | $3,259 | 125 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #48 | $1,785 | 68 | $1,768 | 68 | 00.00% | Unchanged |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #47 | $1,391 | 53 | $1,378 | 53 | 00.00% | Unchanged |
| RHL GROUP, LLC |
| <0.01% | <0.01% | #32 | $962 | 37 | $962 | 37 | 00.00% | Unchanged |
| Glass Jacobson Investment Advisors llc |
| <0.01% | <0.01% | #44 | $110 | 4 | $107 | 4 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #49 | $21 | 1 | $18 | 1 | 00.00% | Unchanged |
