| OGOREK ANTHONY JOSEPH /NY/ /ADV |
| 5.46% | 5.78% | #2 | $22.0M | 798,972 | $21.1M | 802,351 | -3,379-0.42% | Reduce |
| Luken Investment Analytics, LLC |
| 5.55% | 5.49% | #1 | $15.9M | 576,492 | $14.3M | 545,343 | +31,149+5.71% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #27 | $7.5M | 273,185 | $9.0M | 341,771 | -68,586-20.07% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #33 | $6.7M | 242,756 | $6.5M | 246,622 | -3,866-1.57% | Reduce |
| US BANCORP \DE\ |
| 0.01% | 0.01% | #35 | $4.6M | 167,620 | $4.8M | 182,409 | -14,789-8.11% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #44 | $4.0M | 146,895 | $3.8M | 144,292 | +2,603+1.80% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #46 | $3.2M | 117,565 | $4.3M | 165,003 | -47,438-28.75% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #54 | $2.9M | 104,579 | $0 | 0 | +104,579 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #40 | $2.0M | 71,930 | $2.1M | 78,794 | -6,864-8.71% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #50 | $1.8M | 64,885 | $1.6M | 61,117 | +3,768+6.17% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #41 | $1.2M | 42,977 | $107,959 | 42,394 | +583+1.38% | Add |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #45 | $1.2M | 42,386 | $1.1M | 42,386 | 00.00% | Unchanged |
| 1776 Wealth LLC |
| 0.39% | 0.42% | #5 | $1.1M | 40,304 | $1.1M | 40,304 | 00.00% | Unchanged |
| NorthCrest Asset Manangement, LLC |
| 0.03% | 0.03% | #14 | $1.1M | 38,300 | $1.0M | 38,300 | 00.00% | Unchanged |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #20 | $903,032 | 32,784 | $401,732 | 15,275 | +17,509+114.63% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #39 | $746,219 | 27,091 | $1.1M | 40,266 | -13,175-32.72% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.03% | #26 | $728,838 | 26,460 | $2.1M | 80,757 | -54,297-67.24% | Reduce |
| BFI Wealth Solutions, LLC |
| 0.47% | 0.58% | #3 | $628,989 | 22,835 | $606,430 | 22,841 | -6-0.03% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | — | #58 | $533,545 | 19,370 | $0 | 0 | +19,370 | New Buy |
| Mission Financial Group, LLC |
| 0.43% | 0.49% | #4 | $519,151 | 18,847 | $528,028 | 20,161 | -1,314-6.52% | Reduce |
| DHJJ Financial Advisors, Ltd. |
| 0.15% | 0.17% | #7 | $505,394 | 18,348 | $508,721 | 19,343 | -995-5.14% | Reduce |
| PARK AVENUE SECURITIES LLC |
| <0.01% | <0.01% | #37 | $488,784 | 17,745 | $467,000 | 17,745 | 00.00% | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #34 | $486,167 | 17,650 | $464,195 | 17,650 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #59 | $434,411 | 15,771 | $0 | 0 | +15,771 | New Buy |
| Avidian Wealth Enterprises, LLC |
| 0.01% | 0.01% | #22 | $423,393 | 15,371 | $404,257 | 15,371 | 00.00% | Unchanged |
| Kovack Advisors, Inc. |
| 0.02% | 0.02% | #18 | $389,914 | 14,189 | $368,648 | 13,906 | +283+2.04% | Add |
| Ignite Planners, LLC |
| 0.05% | 0.06% | #11 | $388,521 | 14,105 | $393,185 | 14,950 | -845-5.65% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.02% | 0.03% | #15 | $385,518 | 13,996 | $368,095 | 13,996 | 00.00% | Unchanged |
| First Heartland Consultants, Inc. |
| 0.02% | 0.03% | #16 | $352,299 | 12,790 | $336,377 | 12,790 | 00.00% | Unchanged |
| WINNACLE WEALTH LLC |
| 0.21% | 0.24% | #6 | $312,353 | 11,340 | $305,088 | 11,600 | -260-2.24% | Reduce |
| Diligent Investors, LLC |
| 0.07% | 0.07% | #10 | $297,485 | 10,800 | $284,040 | 10,800 | 00.00% | Unchanged |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.03% | — | #13 | $293,325 | 10,649 | $0 | 0 | +10,649 | New Buy |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.01% | 0.02% | #23 | $292,968 | 10,636 | $279,727 | 10,636 | 00.00% | Unchanged |
| Fragasso Financial Advisors Inc |
| 0.02% | 0.02% | #19 | $291,893 | 10,597 | $280,185 | 10,597 | 00.00% | Unchanged |
| Integrity Financial Corp /WA |
| 0.14% | 0.16% | #8 | $289,855 | 10,523 | $320,623 | 12,191 | -1,668-13.68% | Reduce |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #42 | $281,013 | 10,202 | $338,165 | 12,858 | -2,656-20.66% | Reduce |
| SOA Wealth Advisors, LLC. |
| 0.02% | 0.05% | #17 | $261,787 | 9,504 | $249,955 | 9,504 | 00.00% | Unchanged |
| Wedmont Private Capital |
| 0.01% | 0.01% | #32 | $245,433 | 8,870 | $239,135 | 8,870 | 00.00% | Unchanged |
| Mutual Advisors, LLC |
| <0.01% | <0.01% | #36 | $225,841 | 8,199 | $215,634 | 8,199 | 00.00% | Unchanged |
| Grantvest Financial Group LLC |
| 0.13% | 0.14% | #9 | $221,186 | 8,030 | $216,870 | 8,246 | -216-2.62% | Reduce |
| Asset Allocation Strategies LLC |
| 0.03% | 0.04% | #12 | $220,993 | 8,023 | $211,005 | 8,023 | 00.00% | Unchanged |
| Mariner, LLC |
| <0.01% | <0.01% | #53 | $218,018 | 7,915 | $256,951 | 9,770 | -1,855-18.99% | Reduce |
| Main Street Financial Solutions, LLC |
| 0.01% | — | #21 | $215,952 | 7,840 | $0 | 0 | +7,840 | New Buy |
| Prosperity Consulting Group, LLC |
| 0.01% | — | #30 | $208,184 | 7,558 | $0 | 0 | +7,558 | New Buy |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.01% | 0.01% | #29 | $177,913 | 6,459 | $171,134 | 6,507 | -48-0.74% | Reduce |
| EP Wealth Advisors, LLC |
| <0.01% | <0.01% | #49 | $166,647 | 6,050 | $251,165 | 9,550 | -3,500-36.65% | Reduce |
| LANARK FINANCIAL, INC. |
| 0.01% | 0.01% | #24 | $159,099 | 5,776 | $153,434 | 5,834 | -58-0.99% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #52 | $158,741 | 5,763 | $151,567 | 5,763 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #38 | $147,999 | 5,373 | $141,310 | 5,373 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #55 | $145,988 | 5,300 | $0 | 0 | +5,300 | New Buy |
