| PRINCIPAL SECURITIES, INC. |
| 1.6% | 1.47% | #2 | $133.0M | 6.4M | $100.2M | 4.9M | +1.6M+32.66% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #6 | $130.6M | 6.3M | $98.0M | 4.7M | +1.6M+33.13% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #8 | $21.3M | 1.0M | $19.7M | 953,027 | +76,175+7.99% | Add |
| Spartan Wealth Advisory Services LLC |
| 0.89% | 0.92% | #3 | $10.8M | 524,830 | $10.5M | 509,255 | +15,575+3.06% | Add |
| Insight Wealth Partners, LLC |
| 0.71% | 0.66% | #4 | $5.3M | 256,849 | $4.7M | 226,628 | +30,221+13.34% | Add |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC |
| 2.37% | 2.57% | #1 | $5.0M | 243,672 | $4.9M | 239,466 | +4,206+1.76% | Add |
| Western Wealth Management, LLC |
| 0.15% | 0.11% | #5 | $4.5M | 218,599 | $2.8M | 134,126 | +84,473+62.98% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #15 | $2.4M | 117,967 | $1.6M | 76,048 | +41,919+55.12% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #10 | $2.0M | 96,224 | $2.0M | 96,224 | 00.00% | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC |
| <0.01% | <0.01% | #14 | $971,933 | 47,103 | $968,947 | 47,103 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #20 | $645,058 | 31,215 | $2.0M | 96,715 | -65,500-67.72% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #18 | $322,983 | 15,629 | $319,899 | 15,500 | +129+0.83% | Add |
| AlphaCore Capital LLC |
| <0.01% | 0.01% | #9 | $243,062 | 11,762 | $242,756 | 11,762 | 00.00% | Unchanged |
| Gladstone Institutional Advisory LLC |
| 0.01% | 0.01% | #7 | $201,065 | 9,730 | $200,544 | 9,716 | +14+0.14% | Add |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #13 | $31,602 | 1,523 | $31,223 | 1,523 | 00.00% | Unchanged |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #11 | $20,665 | 1,000 | $20,639 | 1,000 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | — | #21 | $16,670 | 806 | $0 | 0 | +806 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #16 | $11,792 | 571 | $0 | 0 | +571 | New Buy |
| Pinnacle Bancorp, Inc. |
| <0.01% | <0.01% | #12 | $5,311 | 257 | $268 | 13 | +244+1,876.92% | Add |
| Continuum Advisory, LLC |
| <0.01% | — | #17 | $1,612 | 78 | $0 | 0 | +78 | New Buy |
| Ascentis Independent Advisors |
| <0.01% | <0.01% | #19 | $515 | 25 | $515 | 25 | 00.00% | Unchanged |
