| BlueStem Wealth Partners, LLC |
| 1.09% | 1.29% | #2 | $10.9M | 239,481 | $11.6M | 258,668 | -19,187-7.42% | Reduce |
| Pictet North America Advisors SA |
| 0.93% | 1.15% | #3 | $10.6M | 232,594 | $11.5M | 257,422 | -24,828-9.64% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #29 | $8.1M | 177,010 | $9.2M | 204,521 | -27,511-13.45% | Reduce |
| WT Wealth Management |
| 1.8% | 1.68% | #1 | $6.5M | 142,830 | $5.6M | 125,948 | +16,882+13.40% | Add |
| Jefferies Financial Group Inc. |
| 0.04% | — | #13 | $5.7M | 125,500 | $0 | 0 | +125,500 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #36 | $4.5M | 98,489 | $4.1M | 91,803 | +6,686+7.28% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.12% | 0.14% | #6 | $3.2M | 70,703 | $3.1M | 70,153 | +550+0.78% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #26 | $3.0M | 64,773 | $2.3M | 50,394 | +14,379+28.53% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.02% | #18 | $2.6M | 57,885 | $2.4M | 53,024 | +4,861+9.17% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #42 | $2.6M | 55,951 | $2.2M | 49,748 | +6,203+12.47% | Add |
| Colonial River Investments, LLC |
| 0.65% | — | #5 | $2.3M | 49,802 | $0 | 0 | +49,802 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #40 | $1.9M | 41,822 | $1.9M | 42,840 | -1,018-2.38% | Reduce |
| Beta Wealth Group, Inc. |
| 0.71% | 0.82% | #4 | $1.9M | 41,495 | $2.0M | 44,184 | -2,689-6.09% | Reduce |
| IFP Advisors, Inc |
| 0.03% | 0.03% | #15 | $1.6M | 35,990 | $1.6M | 35,989 | +1+0.00% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #22 | $1.5M | 33,364 | $1.8M | 40,192 | -6,828-16.99% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #30 | $1.5M | 32,789 | $1.1M | 24,208 | +8,581+35.45% | Add |
| BANQUE PICTET & CIE SA |
| 0.01% | 0.01% | #20 | $1.4M | 31,600 | $1.4M | 31,600 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #27 | $1.3M | 28,927 | $1.3M | 29,429 | -502-1.71% | Reduce |
| Equitable Holdings, Inc. |
| 0.01% | <0.01% | #24 | $921,226 | 20,220 | $491,099 | 10,753 | +9,467+88.04% | Add |
| GREENWOOD CAPITAL ASSOCIATES LLC |
| 0.08% | 0.06% | #10 | $848,145 | 18,616 | $557,834 | 12,450 | +6,166+49.53% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #34 | $482,480 | 10,590 | $474,496 | 10,590 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #38 | $449,301 | 9,862 | $428,282 | 9,559 | +303+3.17% | Add |
| SK Wealth Management, LLC |
| 0.09% | 0.12% | #8 | $420,279 | 9,275 | $445,411 | 9,931 | -656-6.61% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.01% | — | #21 | $409,079 | 8,979 | $0 | 0 | +8,979 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #45 | $398,650 | 8,750 | $2.5M | 56,369 | -47,619-84.48% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #28 | $393,502 | 8,637 | $353,475 | 7,889 | +748+9.48% | Add |
| Stratos Wealth Partners, LTD. |
| <0.01% | 0.01% | #25 | $388,030 | 8,516 | $548,425 | 12,239 | -3,723-30.42% | Reduce |
| LongView Wealth Management |
| 0.09% | 0.09% | #9 | $346,120 | 7,597 | $342,027 | 7,524 | +73+0.97% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #44 | $327,698 | 7,193 | $0 | 0 | +7,193 | New Buy |
| HRT FINANCIAL LP |
| <0.01% | — | #39 | $288,805 | 6,339 | $0 | 0 | +6,339 | New Buy |
| Independence Asset Advisors, LLC |
| 0.07% | 0.1% | #11 | $283,832 | 6,258 | $278,871 | 6,258 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #37 | $253,359 | 5,561 | $251,000 | 5,595 | -34-0.61% | Reduce |
| Worth Financial Advisory Group, LLC |
| 0.1% | — | #7 | $229,486 | 5,037 | $0 | 0 | +5,037 | New Buy |
| Archford Capital Strategies, LLC |
| 0.02% | 0.03% | #17 | $224,373 | 4,925 | $224,049 | 5,000 | -75-1.50% | Reduce |
| BAR HARBOR WEALTH MANAGEMENT |
| 0.01% | 0.01% | #19 | $222,151 | 4,876 | $218,474 | 4,876 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #35 | $213,287 | 4,681 | $209,757 | 4,681 | 00.00% | Unchanged |
| Proactive Wealth Strategies LLC |
| 0.03% | 0.04% | #14 | $206,698 | 4,536 | $200,232 | 4,468 | +68+1.52% | Add |
| SFG Wealth Management, LLC. |
| 0.07% | — | #12 | $203,463 | 4,466 | $0 | 0 | +4,466 | New Buy |
| US BANCORP \DE\ |
| <0.01% | — | #43 | $104,788 | 2,300 | $0 | 0 | +2,300 | New Buy |
| TOTH FINANCIAL ADVISORY CORP |
| 0.01% | 0.01% | #23 | $62,930 | 1,381 | $60,960 | 1,361 | +20+1.47% | Add |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #31 | $52,784 | 1,162 | $51,895 | 1,162 | 00.00% | Unchanged |
| 1620 INVESTMENT ADVISORS, INC. |
| 0.03% | 0.02% | #16 | $40,867 | 897 | $36,875 | 823 | +74+8.99% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #47 | $34,933 | 767 | $89,870 | 2,006 | -1,239-61.76% | Reduce |
| TFC Financial Management, Inc. |
| <0.01% | <0.01% | #32 | $15,330 | 336 | $14,850 | 331 | +5+1.51% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #46 | $10,991 | 241 | $10,647 | 238 | +3+1.26% | Add |
| ROTHSCHILD INVESTMENT LLC |
| <0.01% | — | #41 | $9,613 | 211 | $0 | 0 | +211 | New Buy |
| PRIVATE TRUST CO NA |
| <0.01% | — | #33 | $9,385 | 206 | $0 | 0 | +206 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #49 | $5,012 | 110 | $27,606 | 595 | -485-81.51% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #50 | $319 | 7 | $20,656 | 461 | -454-98.48% | Reduce |
| Modern Wealth Management, LLC |
| <0.01% | — | #48 | $311 | 7 | $0 | 0 | +7 | New Buy |
