| Pallas Capital Advisors LLC |
| 0.25% | 0.28% | #4 | $8.0M | 257,923 | $7.5M | 254,736 | +3,187+1.25% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.2% | 0.18% | #5 | $5.3M | 169,654 | $3.8M | 131,366 | +38,288+29.15% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #29 | $4.1M | 132,804 | $3.8M | 130,870 | +1,934+1.48% | Add |
| Clear Creek Financial Management, LLC |
| 0.26% | 0.19% | #3 | $4.1M | 131,292 | $2.4M | 83,127 | +48,165+57.94% | Add |
| Mutual Advisors, LLC |
| 0.08% | 0.08% | #9 | $4.1M | 130,534 | $3.7M | 125,523 | +5,011+3.99% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #23 | $3.7M | 119,706 | $3.4M | 116,219 | +3,487+3.00% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #18 | $3.3M | 107,565 | $3.4M | 116,401 | -8,836-7.59% | Reduce |
| MTM FINANCIAL GROUP, LLC |
| 1.43% | 1.43% | #1 | $3.3M | 107,067 | $3.0M | 103,688 | +3,379+3.26% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.03% | 0.03% | #11 | $1.5M | 48,112 | $1.4M | 48,014 | +98+0.20% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.02% | — | #12 | $1.0M | 32,956 | $0 | 0 | +32,956 | New Buy |
| Brookstone Capital Management |
| 0.01% | 0.01% | #15 | $830,520 | 26,722 | $729,672 | 24,912 | +1,810+7.27% | Add |
| NewEdge Wealth, LLC |
| 0.01% | 0.01% | #16 | $713,447 | 22,955 | $720,396 | 24,595 | -1,640-6.67% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #35 | $660,792 | 21,261 | $478,276 | 16,329 | +4,932+30.20% | Add |
| ARQ WEALTH ADVISORS, LLC |
| 0.08% | 0.08% | #8 | $647,654 | 20,901 | $417,061 | 14,239 | +6,662+46.79% | Add |
| Sugar Maple Asset Management, LLC |
| 0.42% | 0.37% | #2 | $647,148 | 20,822 | $609,876 | 20,822 | 00.00% | Unchanged |
| Beacon Pointe Advisors, LLC |
| <0.01% | <0.01% | #24 | $594,250 | 19,120 | $562,954 | 19,220 | -100-0.52% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #28 | $584,615 | 18,810 | $550,945 | 18,810 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #25 | $576,596 | 18,552 | $551,619 | 18,833 | -281-1.49% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #27 | $540,885 | 17,403 | $436,333 | 14,897 | +2,506+16.82% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #17 | $484,693 | 15,595 | $461,523 | 15,757 | -162-1.03% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #33 | $348,903 | 11,226 | $240,520 | 8,212 | +3,014+36.70% | Add |
| Keating Financial Advisory Services, Inc. |
| 0.05% | 0.05% | #10 | $347,319 | 11,175 | $315,395 | 10,768 | +407+3.78% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #32 | $337,500 | 10,859 | $252,250 | 8,612 | +2,247+26.09% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #36 | $295,291 | 9,501 | $257,283 | 8,784 | +717+8.16% | Add |
| CRUX WEALTH ADVISORS |
| 0.09% | 0.09% | #7 | $273,007 | 8,784 | $233,178 | 7,961 | +823+10.34% | Add |
| LPL Financial LLC |
| <0.01% | — | #37 | $240,373 | 7,734 | $0 | 0 | +7,734 | New Buy |
| Wealthcare Advisory Partners LLC |
| <0.01% | — | #20 | $229,619 | 7,388 | $0 | 0 | +7,388 | New Buy |
| CARY STREET PARTNERS FINANCIAL LLC |
| <0.01% | 0.01% | #19 | $226,822 | 7,298 | $213,758 | 7,298 | 00.00% | Unchanged |
| Kingsview Wealth Management, LLC |
| <0.01% | <0.01% | #22 | $219,089 | 7,480 | $219,089 | 7,480 | 00.00% | Unchanged |
| WEALTHGARDEN F.S. LLC |
| 0.12% | 0.14% | #6 | $218,056 | 7,016 | $208,602 | 7,122 | -106-1.49% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | — | #31 | $214,670 | 6,907 | $0 | 0 | +6,907 | New Buy |
| Blue Trust, Inc. |
| <0.01% | <0.01% | #26 | $192,416 | 6,191 | $285,812 | 9,758 | -3,567-36.55% | Reduce |
| WealthShield Partners, LLC |
| 0.02% | 0.01% | #13 | $118,104 | 3,800 | $111,302 | 3,800 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | 0.01% | #30 | $86,154 | 2,772 | $1.0M | 35,775 | -33,003-92.25% | Reduce |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| <0.01% | <0.01% | #21 | $27,972 | 900 | $29,290 | 1,000 | -100-10.00% | Reduce |
| Caitlin John, LLC |
| 0.01% | 0.01% | #14 | $20,668 | 665 | $21,440 | 732 | -67-9.15% | Reduce |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #34 | $10,971 | 353 | $11,804 | 403 | -50-12.41% | Reduce |
