| LPL Financial LLC |
| 0.01% | 0.01% | #34 | $61.8M | 1.9M | $53.1M | 1.7M | +217,930+13.09% | Add |
| Granite Bay Wealth Management, LLC |
| 3.8% | 8.17% | #2 | $41.3M | 1.3M | $38.4M | 1.2M | +55,855+4.64% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #58 | $28.0M | 853,355 | $16.4M | 493,742 | +359,613+72.83% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.25% | 0.26% | #12 | $11.7M | 356,743 | $10.5M | 327,587 | +29,156+8.90% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #52 | $9.8M | 298,239 | $7.7M | 242,710 | +55,529+22.88% | Add |
| CASTLE WEALTH MANAGEMENT LLC |
| 2.76% | 2.85% | #3 | $9.3M | 284,265 | $8.8M | 275,608 | +8,657+3.14% | Add |
| WealthPlan Investment Management, LLC |
| 0.39% | 0.44% | #8 | $7.9M | 242,352 | $7.8M | 244,805 | -2,453-1.00% | Reduce |
| Solutions 4 Wealth, Ltd |
| 10.18% | 9.45% | #1 | $7.9M | 240,518 | $6.3M | 196,992 | +43,526+22.10% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #43 | $7.3M | 221,580 | $6.0M | 187,979 | +33,601+17.87% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.05% | — | #27 | $6.6M | 202,105 | $0 | 0 | +202,105 | New Buy |
| Compass Financial Services Inc |
| 2.15% | 2.2% | #4 | $5.7M | 175,132 | $5.1M | 158,923 | +16,209+10.20% | Add |
| CENTRAL TRUST Co |
| 0.1% | 0.08% | #21 | $5.7M | 174,550 | $4.0M | 124,544 | +50,006+40.15% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #31 | $5.2M | 157,334 | $4.5M | 140,084 | +17,250+12.31% | Add |
| Private Capital Management, LLC |
| 0.36% | 0.36% | #9 | $4.1M | 123,547 | $3.7M | 114,716 | +8,831+7.70% | Add |
| EP Wealth Advisors, LLC |
| 0.02% | — | #32 | $4.0M | 122,881 | $0 | 0 | +122,881 | New Buy |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #48 | $3.8M | 116,111 | $3.7M | 116,111 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #71 | $3.2M | 96,737 | $1.1M | 34,408 | +62,329+181.15% | Add |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| 0.63% | 0.28% | #6 | $3.1M | 95,620 | $1.1M | 33,984 | +61,636+181.37% | Add |
| Trust Point Inc. |
| 0.24% | 0.31% | #13 | $2.8M | 85,822 | $3.6M | 111,816 | -25,994-23.25% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #65 | $2.4M | 74,645 | $2.4M | 74,301 | +344+0.46% | Add |
| RESOLUTE CAPITAL, LLC |
| 0.72% | 0.63% | #5 | $2.1M | 64,023 | $1.6M | 48,804 | +15,219+31.18% | Add |
| Avestar Capital, LLC |
| 0.12% | 0.12% | #20 | $2.1M | 63,764 | $1.9M | 58,804 | +4,960+8.43% | Add |
| LANARK FINANCIAL, INC. |
| 0.14% | 0.12% | #18 | $2.1M | 63,321 | $1.6M | 50,957 | +12,364+24.26% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #54 | $1.9M | 57,526 | $1.6M | 51,408 | +6,118+11.90% | Add |
| PFG Investments, LLC |
| 0.07% | 0.08% | #23 | $1.8M | 55,442 | $1.8M | 55,592 | -150-0.27% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #68 | $1.8M | 53,911 | $1.5M | 47,173 | +6,738+14.28% | Add |
| Visionary Wealth Advisors |
| 0.06% | 0.06% | #25 | $1.5M | 47,191 | $1.3M | 40,560 | +6,631+16.35% | Add |
| Tidemark, LLC |
| 0.35% | 0.44% | #10 | $1.5M | 46,978 | $1.7M | 54,631 | -7,653-14.01% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #42 | $1.5M | 44,481 | $1.4M | 43,787 | +694+1.58% | Add |
| NewEdge Advisors, LLC |
| <0.01% | 0.01% | #49 | $1.3M | 40,600 | $1.5M | 47,141 | -6,541-13.88% | Reduce |
| Arkadios Wealth Advisors |
| 0.02% | 0.02% | #30 | $1.3M | 39,632 | $1.2M | 36,130 | +3,502+9.69% | Add |
| Creative Planning |
| <0.01% | <0.01% | #63 | $1.3M | 38,434 | $1.1M | 34,375 | +4,059+11.81% | Add |
| Cresset Asset Management, LLC |
| <0.01% | <0.01% | #47 | $1.2M | 36,261 | $1.0M | 32,611 | +3,650+11.19% | Add |
| Alpine Bank Wealth Management |
| 0.15% | 0.77% | #17 | $1.2M | 35,376 | $5.3M | 165,323 | -129,947-78.60% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #73 | $1.1M | 34,752 | $0 | 0 | +34,752 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #69 | $1.1M | 33,982 | $1.5M | 47,786 | -13,804-28.89% | Reduce |
| Prosperity Financial Group, Inc. |
| 0.31% | 0.35% | #11 | $999,183 | 30,472 | $958,921 | 30,051 | +421+1.40% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | — | #33 | $908,446 | 27,705 | $0 | 0 | +27,705 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #74 | $882,248 | 26,906 | $1.6M | 50,086 | -23,180-46.28% | Reduce |
| WealthPLAN Partners, LLC |
| 0.15% | 0.11% | #15 | $804,796 | 24,544 | $570,100 | 17,866 | +6,678+37.38% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #50 | $804,056 | 24,521 | $706,744 | 22,148 | +2,373+10.71% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #37 | $733,742 | 22,377 | $690,309 | 21,633 | +744+3.44% | Add |
| Kovack Advisors, Inc. |
| 0.03% | 0.03% | #28 | $645,733 | 19,669 | $641,263 | 20,096 | -427-2.12% | Reduce |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.01% | 0.02% | #41 | $641,749 | 19,536 | $846,619 | 25,851 | -6,315-24.43% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #60 | $639,357 | 19,499 | $757,152 | 23,728 | -4,229-17.82% | Reduce |
| Avory & Company, LLC |
| 0.63% | 0.63% | #7 | $500,605 | 15,267 | $483,979 | 15,167 | +100+0.66% | Add |
| Maridea Wealth Management LLC |
| 0.05% | 0.07% | #26 | $462,133 | 14,094 | $494,745 | 15,504 | -1,410-9.09% | Reduce |
| Arax Advisory Partners |
| <0.01% | — | #51 | $458,306 | 13,977 | $0 | 0 | +13,977 | New Buy |
| Advyzon Investment Management, LLC |
| 0.03% | 0.03% | #29 | $420,696 | 12,830 | $340,376 | 10,667 | +2,163+20.28% | Add |
| Tactive Advisors, LLC |
| 0.1% | 0.09% | #22 | $407,660 | 12,432 | $303,222 | 9,502 | +2,930+30.84% | Add |
