| LPL Financial LLC |
| <0.01% | <0.01% | #29 | $10.2M | 230,454 | $7.3M | 165,698 | +64,756+39.08% | Add |
| IHT Wealth Management, LLC |
| 0.18% | 0.19% | #7 | $8.3M | 188,851 | $8.2M | 185,887 | +2,964+1.59% | Add |
| Vericrest Private Wealth |
| 5.92% | 5.44% | #1 | $6.6M | 148,948 | $6.1M | 137,147 | +11,801+8.60% | Add |
| Atria Investments, Inc |
| 0.04% | 0.06% | #15 | $4.2M | 96,208 | $5.5M | 124,735 | -28,527-22.87% | Reduce |
| LANARK FINANCIAL, INC. |
| 0.21% | 0.22% | #5 | $3.1M | 69,216 | $2.9M | 64,967 | +4,249+6.54% | Add |
| Oxinas Partners, LLC |
| 0.89% | 0.98% | #3 | $2.3M | 51,000 | $2.2M | 48,728 | +2,272+4.66% | Add |
| RFG Advisory, LLC |
| 0.03% | 0.04% | #18 | $2.1M | 46,473 | $2.0M | 45,397 | +1,076+2.37% | Add |
| WealthPoint Financial, LLC |
| 1.42% | 1.56% | #2 | $1.9M | 43,951 | $1.9M | 42,070 | +1,881+4.47% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #30 | $1.9M | 42,006 | $3.1M | 70,597 | -28,591-40.50% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #34 | $1.7M | 38,611 | $1.7M | 38,152 | +459+1.20% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.02% | #19 | $1.4M | 32,807 | $1.4M | 31,580 | +1,227+3.89% | Add |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #21 | $1.1M | 25,415 | $1.3M | 28,983 | -3,568-12.31% | Reduce |
| W.H. Cornerstone Investments Inc. |
| 0.61% | — | #4 | $1.1M | 24,500 | $0 | 0 | +24,500 | New Buy |
| Bison Wealth, LLC |
| 0.08% | 0.09% | #10 | $891,535 | 20,219 | $973,830 | 22,067 | -1,848-8.37% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #22 | $857,410 | 19,414 | $781,551 | 17,681 | +1,733+9.80% | Add |
| Private Advisor Group, LLC |
| <0.01% | 0.01% | #26 | $798,183 | 18,073 | $1.1M | 24,661 | -6,588-26.71% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #39 | $726,949 | 16,460 | $716,235 | 16,204 | +256+1.58% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.01% | 0.01% | #24 | $700,977 | 15,872 | $701,573 | 15,872 | 00.00% | Unchanged |
| Empirical Asset Management, LLC |
| 0.16% | 0.16% | #8 | $694,960 | 15,736 | $620,660 | 14,041 | +1,695+12.07% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #42 | $440,496 | 9,974 | $1.6M | 36,423 | -26,449-72.62% | Reduce |
| EJMK Ventures LLC |
| 0.18% | 0.3% | #6 | $398,672 | 9,027 | $530,069 | 11,992 | -2,965-24.72% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #36 | $396,295 | 8,973 | $431,599 | 9,764 | -791-8.10% | Reduce |
| PSI Advisors, LLC |
| 0.07% | 0.09% | #12 | $317,145 | 7,181 | $392,159 | 8,872 | -1,691-19.06% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #41 | $301,905 | 6,836 | $263,589 | 5,963 | +873+14.64% | Add |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #40 | $299,034 | 6,771 | $299,292 | 6,771 | 00.00% | Unchanged |
| Wealthcare Advisory Partners LLC |
| 0.01% | 0.01% | #25 | $293,340 | 6,642 | $342,565 | 7,750 | -1,108-14.30% | Reduce |
| Ascentis Independent Advisors |
| 0.04% | 0.04% | #16 | $289,611 | 6,552 | $579,221 | 13,104 | -6,552-50.00% | Reduce |
| Gateway Wealth Partners, LLC |
| 0.02% | 0.02% | #20 | $286,228 | 6,481 | $560,922 | 12,690 | -6,209-48.93% | Reduce |
| Hopwood Nicholas Hunter |
| 0.08% | — | #11 | $276,070 | 6,251 | $0 | 0 | +6,251 | New Buy |
| INVENIO WEALTH PARTNERS LLC |
| 0.09% | 0.1% | #9 | $250,545 | 5,673 | $250,757 | 5,673 | 00.00% | Unchanged |
| Beacon Financial Advisory LLC |
| 0.05% | 0.06% | #14 | $242,418 | 5,489 | $249,387 | 5,642 | -153-2.71% | Reduce |
| Summit Financial, LLC |
| <0.01% | <0.01% | #28 | $228,639 | 5,177 | $228,833 | 5,177 | 00.00% | Unchanged |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.01% | #23 | $191,585 | 4,338 | $178,000 | 4,030 | +308+7.64% | Add |
| REAP Financial Group, LLC |
| 0.03% | 0.05% | #17 | $189,730 | 4,296 | $269,661 | 6,101 | -1,805-29.59% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #43 | $184,804 | 4,174 | $179,582 | 4,074 | +100+2.45% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #38 | $183,636 | 4,158 | $0 | 0 | +4,158 | New Buy |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.07% | 0.09% | #13 | $117,124 | 2,652 | $117,223 | 2,652 | 00.00% | Unchanged |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #27 | $101,755 | 2,304 | $121,157 | 2,741 | -437-15.94% | Reduce |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #32 | $88,505 | 2,004 | $88,581 | 2,004 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #35 | $88,505 | 2,004 | $0 | 0 | +2,004 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #45 | $35,508 | 804 | $24,797 | 561 | +243+43.32% | Add |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #33 | $28,530 | 646 | $7,382 | 167 | +479+286.83% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | <0.01% | #31 | $13,912 | 315 | $13,924 | 315 | 00.00% | Unchanged |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #37 | $972 | 22 | $973 | 22 | 00.00% | Unchanged |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #44 | $230 | 5 | $229 | 5 | 00.00% | Unchanged |
| Larson Financial Group LLC |
| <0.01% | <0.01% | #46 | $132 | 3 | $133 | 3 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #47 | $26 | 1 | $27 | 1 | 00.00% | Unchanged |
