| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.16% | — | #4 | $98.9M | 2.7M | $0 | 0 | +2.7M | New Buy |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.22% | 0.21% | #3 | $4.5M | 121,577 | $3.4M | 114,568 | +7,009+6.12% | Add |
| CreativeOne Wealth, LLC |
| 0.09% | — | #5 | $4.0M | 107,144 | $0 | 0 | +107,144 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #6 | $2.0M | 53,704 | $0 | 0 | +53,704 | New Buy |
| BAM Wealth Management, LLC |
| 0.52% | 0.51% | #1 | $838,847 | 22,563 | $679,467 | 22,664 | -101-0.45% | Reduce |
| TrustWell Financial Advisors, LLC |
| 0.39% | — | #2 | $454,761 | 12,232 | $0 | 0 | +12,232 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #10 | $402,557 | 11,145 | $218,680 | 7,428 | +3,717+50.04% | Add |
| Creative Planning |
| <0.01% | — | #9 | $337,799 | 9,086 | $0 | 0 | +9,086 | New Buy |
| HRT FINANCIAL LP |
| <0.01% | — | #8 | $290,397 | 7,811 | $0 | 0 | +7,811 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | — | #7 | $234,742 | 6,314 | $0 | 0 | +6,314 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #11 | $366 | 10 | $292 | 10 | 00.00% | Unchanged |
