| Vinva Investment Management Ltd |
| 0.07% | — | #26 | $73.2M | 974,709 | $0 | 0 | +974,709 | New Buy |
| True North Advisors, LLC |
| 3.23% | 3.35% | #2 | $33.8M | 449,544 | $29.4M | 409,040 | +40,504+9.90% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.01% | 0.01% | #41 | $23.0M | 306,235 | $18.2M | 253,055 | +53,180+21.02% | Add |
| Freedom Investment Management, Inc. |
| 4.39% | 4.38% | #1 | $15.8M | 209,678 | $14.7M | 205,183 | +4,495+2.19% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #49 | $13.4M | 178,264 | $11.5M | 160,597 | +17,667+11.00% | Add |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
| 1.78% | 2.27% | #5 | $9.5M | 125,642 | $8.6M | 119,677 | +5,965+4.98% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.05% | 0.05% | #29 | $8.1M | 107,695 | $6.8M | 94,352 | +13,343+14.14% | Add |
| Cornerstone Wealth Partners, LLC |
| 3.14% | 3.21% | #3 | $6.7M | 89,637 | $5.7M | 78,805 | +10,832+13.75% | Add |
| Simplicity Wealth,LLC |
| 0.23% | 0.35% | #14 | $6.7M | 89,311 | $6.2M | 85,631 | +3,680+4.30% | Add |
| Nvest Wealth Strategies, Inc. |
| 2.79% | 2.82% | #4 | $4.5M | 59,263 | $4.0M | 56,116 | +3,147+5.61% | Add |
| OneDigital Investment Advisors LLC |
| 0.03% | 0.04% | #36 | $4.1M | 54,374 | $3.9M | 53,748 | +626+1.16% | Add |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.03% | #39 | $3.8M | 50,891 | $3.6M | 49,641 | +1,250+2.52% | Add |
| Kelman-Lazarov, Inc. |
| 0.48% | 0.51% | #8 | $3.7M | 48,834 | $3.5M | 49,358 | -524-1.06% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #58 | $3.7M | 48,558 | $2.3M | 31,956 | +16,602+51.95% | Add |
| BOYUM WEALTH ARCHITECTS LLC |
| 1.38% | 1.39% | #6 | $3.5M | 46,214 | $3.3M | 43,374 | +2,840+6.55% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #45 | $3.1M | 41,623 | $2.6M | 35,598 | +6,025+16.93% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #50 | $2.5M | 33,111 | $1.2M | 17,198 | +15,913+92.53% | Add |
| LAM GROUP, INC. |
| 0.89% | 0.83% | #7 | $1.8M | 23,860 | $1.5M | 20,900 | +2,960+14.16% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #57 | $1.7M | 23,198 | $558,634 | 7,775 | +15,423+198.37% | Add |
| CoreCap Advisors, LLC |
| 0.05% | 0.05% | #30 | $1.7M | 22,230 | $1.4M | 18,795 | +3,435+18.28% | Add |
| Plancorp, LLC |
| 0.04% | 0.04% | #35 | $1.5M | 19,453 | $1.2M | 16,323 | +3,130+19.18% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #61 | $1.4M | 18,885 | $2.0M | 27,422 | -8,537-31.13% | Reduce |
| Evanson Financial, LLC |
| 0.06% | — | #27 | $1.3M | 17,263 | $0 | 0 | +17,263 | New Buy |
| MONECO ADVISORS, LLC |
| 0.07% | — | #25 | $1.2M | 16,166 | $0 | 0 | +16,166 | New Buy |
| ENDEAVOR PRIVATE WEALTH, INC. |
| 0.29% | 0.32% | #12 | $1.2M | 16,098 | $1.1M | 15,692 | +406+2.59% | Add |
| Atlanta Consulting Group Advisors, LLC |
| 0.18% | 0.22% | #15 | $1.2M | 15,499 | $1.0M | 14,067 | +1,432+10.18% | Add |
| Cloud Capital Management, LLC |
| 0.41% | 0.41% | #10 | $1.1M | 14,998 | $949,000 | 13,225 | +1,773+13.41% | Add |
| Ameritas Advisory Services, LLC |
| 0.02% | — | #38 | $1.1M | 14,757 | $0 | 0 | +14,757 | New Buy |
| DIXON FNANCIAL SERVICES, INC. |
| 0.44% | 0.47% | #9 | $1.1M | 14,540 | $1.0M | 14,540 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #53 | $1.1M | 14,111 | $928,130 | 12,918 | +1,193+9.24% | Add |
| Three Arch Wealth Management LLC |
| 0.15% | 0.17% | #17 | $976,475 | 12,975 | $932,231 | 12,975 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #43 | $962,350 | 12,787 | $997,954 | 13,585 | -798-5.87% | Reduce |
| Ariadne Wealth Management, LP |
| 0.41% | 0.39% | #11 | $916,781 | 12,182 | $879,722 | 12,244 | -62-0.51% | Reduce |
| Colorado Capital Management, Inc. |
| 0.26% | 0.25% | #13 | $750,041 | 9,966 | $674,000 | 9,380 | +586+6.25% | Add |
| Werba Rubin Papier Wealth Management |
| 0.09% | 0.1% | #23 | $735,121 | 9,768 | $714,533 | 9,945 | -177-1.78% | Reduce |
| Breakwater Capital Group |
| 0.08% | 0.08% | #24 | $684,113 | 9,090 | $595,205 | 8,284 | +806+9.73% | Add |
| WorthPointe, LLC |
| 0.16% | 0.14% | #16 | $644,677 | 8,566 | $510,925 | 7,111 | +1,455+20.46% | Add |
| Summit Financial, LLC |
| 0.01% | 0.01% | #46 | $566,184 | 7,523 | $526,804 | 7,332 | +191+2.61% | Add |
| CARDIFF PARK ADVISORS, LLC |
| 0.04% | 0.04% | #33 | $536,447 | 7,128 | $512,140 | 7,128 | 00.00% | Unchanged |
| Ruedi Wealth Management, Inc. |
| 0.12% | 0.13% | #20 | $509,209 | 6,766 | $486,137 | 6,766 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #42 | $443,582 | 5,894 | $311,110 | 4,330 | +1,564+36.12% | Add |
| Integrity Wealth Solutions LLC |
| 0.15% | 0.14% | #18 | $404,365 | 5,373 | $363,542 | 5,060 | +313+6.19% | Add |
| MORGAN STANLEY |
| <0.01% | — | #67 | $387,110 | 5,143 | $0 | 0 | +5,143 | New Buy |
| ANDERSON HOAGLAND & CO |
| 0.03% | 0.03% | #37 | $372,555 | 4,950 | $351,715 | 4,895 | +55+1.12% | Add |
| B&D White Capital Company, LLC |
| 0.04% | 0.04% | #34 | $368,097 | 4,891 | $347,610 | 4,838 | +53+1.10% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #54 | $362,732 | 4,820 | $301,380 | 4,195 | +625+14.90% | Add |
| Modera Wealth Management, LLC |
| <0.01% | — | #48 | $352,784 | 4,688 | $0 | 0 | +4,688 | New Buy |
| Factor Wealth Management LTD |
| 0.05% | 0.05% | #32 | $299,721 | 3,982 | $282,956 | 3,938 | +44+1.12% | Add |
| Haven Private, LLC |
| 0.11% | 0.12% | #21 | $289,224 | 3,843 | $276,120 | 3,843 | 00.00% | Unchanged |
| Tillman Hartley LLC |
| 0.06% | 0.07% | #28 | $273,082 | 3,628 | $260,558 | 3,626 | +2+0.06% | Add |
