| LPL Financial LLC |
| 0.04% | 0.04% | #82 | $173.7M | 2.9M | $150.8M | 3.0M | -68,079-2.28% | Reduce |
| MORGAN STANLEY |
| 0.01% | 0.01% | #118 | $165.8M | 2.8M | $101.0M | 2.1M | +696,276+33.31% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | <0.01% | #130 | $88.3M | 1.5M | $67.6M | 1.3M | +144,974+10.82% | Add |
| Fusion Family Wealth, LLC |
| 5.82% | 5.65% | #2 | $87.6M | 1.5M | $75.7M | 1.5M | -27,166-1.81% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #127 | $49.4M | 830,176 | $39.6M | 784,822 | +45,354+5.78% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #117 | $47.8M | 803,936 | $40.7M | 805,952 | -2,016-0.25% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #112 | $46.3M | 777,580 | $38.4M | 761,645 | +15,935+2.09% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #77 | $36.2M | 608,257 | $28.1M | 557,227 | +51,030+9.16% | Add |
| Focus Partners Wealth |
| 0.03% | 0.03% | #83 | $34.0M | 572,104 | $28.1M | 555,972 | +16,132+2.90% | Add |
| MAI Capital Management |
| 0.1% | 0.12% | #54 | $26.1M | 438,051 | $21.4M | 423,510 | +14,541+3.43% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #111 | $25.2M | 423,305 | $20.1M | 397,512 | +25,793+6.49% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #140 | $24.7M | 415,422 | $22.0M | 435,885 | -20,463-4.69% | Reduce |
| Wellington Grp LLC |
| 7.74% | 7.24% | #1 | $24.5M | 485,446 | $21.9M | 449,641 | +35,805+7.96% | Add |
| CPC Advisors, LLC |
| 2.58% | 2.61% | #7 | $19.2M | 322,099 | $16.1M | 319,178 | +2,921+0.92% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #101 | $14.5M | 244,270 | $12.6M | 249,589 | -5,319-2.13% | Reduce |
| Ancora Advisors LLC |
| 0.27% | — | #27 | $14.0M | 234,519 | $0 | 0 | +234,519 | New Buy |
| Private Advisor Group, LLC |
| 0.06% | 0.05% | #69 | $13.2M | 221,981 | $10.3M | 204,089 | +17,892+8.77% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.23% | — | #32 | $12.2M | 204,873 | $0 | 0 | +204,873 | New Buy |
| FSA WEALTH PARTNERS, INC. |
| 2.71% | — | #6 | $10.8M | 182,083 | $0 | 0 | +182,083 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #136 | $10.6M | 176,877 | $7.8M | 158,038 | +18,839+11.92% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #108 | $8.9M | 149,274 | $6.8M | 133,650 | +15,624+11.69% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #164 | $8.6M | 145,182 | $7.0M | 138,354 | +6,828+4.94% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #123 | $8.2M | 138,125 | $6.7M | 133,119 | +5,006+3.76% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.11% | 0.11% | #49 | $8.1M | 136,371 | $7.0M | 138,545 | -2,174-1.57% | Reduce |
| Cyr Financial Inc. |
| 4.22% | 3.91% | #3 | $8.1M | 136,063 | $6.6M | 131,655 | +4,408+3.35% | Add |
| &PARTNERS |
| 0.03% | 0.03% | #85 | $8.0M | 135,350 | $6.7M | 132,887 | +2,463+1.85% | Add |
| Koshinski Asset Management, Inc. |
| 0.42% | — | #19 | $8.0M | 133,669 | $0 | 0 | +133,669 | New Buy |
| IFP Advisors, Inc |
| 0.14% | 0.14% | #43 | $7.7M | 130,190 | $6.6M | 130,793 | -603-0.46% | Reduce |
| Oxford Wealth Group, LLC |
| 3.35% | 3.33% | #4 | $7.5M | 125,860 | $6.1M | 120,815 | +5,045+4.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #159 | $7.4M | 124,882 | $6.4M | 127,136 | -2,254-1.77% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #109 | $6.2M | 104,681 | $5.8M | 115,033 | -10,352-9.00% | Reduce |
| Advisor OS, LLC |
| 0.36% | 0.03% | #24 | $5.5M | 91,826 | $378,600 | 7,500 | +84,326+1,124.35% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #120 | $4.1M | 68,317 | $2.5M | 49,968 | +18,349+36.72% | Add |
| CoreCap Advisors, LLC |
| 0.11% | 0.1% | #50 | $3.7M | 61,854 | $3.1M | 60,572 | +1,282+2.12% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #186 | $3.6M | 60,000 | $3.0M | 60,000 | 00.00% | Unchanged |
| Fortis Capital Management LLC |
| 0.39% | 0.28% | #22 | $3.5M | 59,207 | $2.7M | 54,208 | +4,999+9.22% | Add |
| Bellars Harris Wealth Management, LLC |
| 0.71% | — | #15 | $3.5M | 58,914 | $0 | 0 | +58,914 | New Buy |
| GUIDANCE CAPITAL, INC |
| 0.74% | 0.67% | #14 | $3.5M | 56,940 | $3.0M | 53,794 | +3,146+5.85% | Add |
| Valued Retirements, Inc. |
| 3.11% | 2.87% | #5 | $3.5M | 58,175 | $2.9M | 58,155 | +20+0.03% | Add |
| POTENTIA WEALTH |
| 1.39% | 1.12% | #8 | $3.4M | 56,915 | $2.9M | 57,364 | -449-0.78% | Reduce |
| Belpointe Asset Management LLC |
| 0.11% | 0.1% | #51 | $3.3M | 54,935 | $2.7M | 53,311 | +1,624+3.05% | Add |
| MONECO ADVISORS, LLC |
| 0.18% | 0.2% | #40 | $3.0M | 50,145 | $2.6M | 50,966 | -821-1.61% | Reduce |
| Carolina Wealth Management Inc |
| 1.32% | — | #9 | $2.9M | 48,365 | $0 | 0 | +48,365 | New Buy |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #119 | $2.8M | 47,471 | $2.2M | 44,090 | +3,381+7.67% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #110 | $2.8M | 46,711 | $2.4M | 48,317 | -1,606-3.32% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #154 | $2.7M | 45,571 | $2.8M | 55,110 | -9,539-17.31% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #139 | $2.7M | 44,583 | $2.3M | 45,024 | -441-0.98% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #113 | $2.6M | 43,919 | $2.2M | 43,994 | -75-0.17% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #191 | $2.5M | 42,006 | $2.0M | 39,944 | +2,062+5.16% | Add |
| Main Street Group, LTD |
| 0.57% | 0.58% | #17 | $2.5M | 41,284 | $2.0M | 38,887 | +2,397+6.16% | Add |
