| AE Wealth Management LLC |
| 0.46% | 0.48% | #7 | $98.5M | 1.7M | $87.9M | 1.5M | +158,822+10.42% | Add |
| Lido Advisors, LLC |
| 0.1% | 0.12% | #26 | $37.0M | 631,686 | $37.7M | 654,663 | -22,977-3.51% | Reduce |
| Independence Financial Advisors, LLC |
| 3.11% | — | #1 | $12.0M | 204,631 | $0 | 0 | +204,631 | New Buy |
| AGF MANAGEMENT LTD |
| 0.03% | 0.03% | #40 | $6.7M | 115,126 | $6.5M | 113,178 | +1,948+1.72% | Add |
| NorthCoast Asset Management LLC |
| 0.12% | 0.06% | #23 | $5.4M | 92,538 | $2.4M | 42,057 | +50,481+120.03% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #60 | $5.2M | 88,766 | $5.0M | 87,480 | +1,286+1.47% | Add |
| Certified Advisory Corp |
| 0.39% | 0.42% | #10 | $4.8M | 82,086 | $4.7M | 81,285 | +801+0.99% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.02% | #43 | $4.4M | 75,990 | $3.8M | 65,533 | +10,457+15.96% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #108 | $4.4M | 75,317 | $2.9M | 50,000 | +25,317+50.63% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #115 | $4.3M | 73,520 | $2.4M | 41,153 | +32,367+78.65% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #95 | $4.0M | 67,611 | $4.5M | 77,701 | -10,090-12.99% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #79 | $3.9M | 65,863 | $4.0M | 69,161 | -3,298-4.77% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #123 | $3.8M | 64,835 | $2.6M | 49,411 | +15,424+31.22% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #68 | $3.4M | 57,387 | $2.5M | 42,921 | +14,466+33.70% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #83 | $2.6M | 44,600 | $0 | 0 | +44,600 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #103 | $2.5M | 43,266 | $13.1M | 228,031 | -184,765-81.03% | Reduce |
| Lifeworks Advisors, LLC |
| 0.24% | 0.29% | #17 | $2.3M | 39,081 | $2.2M | 38,564 | +517+1.34% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #128 | $2.2M | 37,941 | $1.4M | 24,609 | +13,332+54.18% | Add |
| Cetera Investment Advisers |
| <0.01% | 0.01% | #82 | $2.2M | 36,891 | $5.8M | 100,986 | -64,095-63.47% | Reduce |
| Peak Financial Management, Inc. |
| 0.44% | 0.5% | #9 | $1.9M | 32,967 | $2.0M | 34,155 | -1,188-3.48% | Reduce |
| MATHER GROUP, LLC. |
| 0.02% | 0.02% | #47 | $1.9M | 31,821 | $1.8M | 31,821 | 00.00% | Unchanged |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #87 | $1.7M | 29,814 | $1.7M | 28,741 | +1,073+3.73% | Add |
| Richmond Brothers, Inc. |
| 0.9% | — | #2 | $1.7M | 29,593 | $0 | 0 | +29,593 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #69 | $1.7M | 28,470 | $907,000 | 15,733 | +12,737+80.96% | Add |
| Wealth Alliance Advisory Group, LLC |
| 0.24% | 0.26% | #16 | $1.7M | 28,337 | $1.7M | 29,027 | -690-2.38% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.03% | — | #39 | $1.6M | 28,138 | $0 | 0 | +28,138 | New Buy |
| Beaumont Financial Advisors, LLC |
| 0.1% | 0.12% | #25 | $1.6M | 28,085 | $1.8M | 30,951 | -2,866-9.26% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #129 | $1.6M | 27,741 | $1.7M | 29,804 | -2,063-6.92% | Reduce |
| Centerline Wealth Advisors, LLC |
| 0.48% | 0.56% | #6 | $1.5M | 26,064 | $1.5M | 26,784 | -720-2.69% | Reduce |
| Wealthcare Advisory Partners LLC |
| 0.03% | 0.03% | #38 | $1.5M | 25,902 | $1.3M | 23,075 | +2,827+12.25% | Add |
| Yoder Wealth Management, Inc. |
| 0.53% | 0.66% | #5 | $1.4M | 23,089 | $1.4M | 24,985 | -1,896-7.59% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #100 | $1.3M | 22,718 | $61,489 | 1,067 | +21,651+2,029.15% | Add |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #93 | $1.2M | 20,571 | $1.3M | 23,182 | -2,611-11.26% | Reduce |
| Trail Ridge Investment Advisors, LLC |
| 0.45% | 0.48% | #8 | $1.1M | 18,133 | $1.1M | 19,170 | -1,037-5.41% | Reduce |
| Maxele Advisors, LLC |
| 0.74% | — | #3 | $1.1M | 18,055 | $0 | 0 | +18,055 | New Buy |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #52 | $1.0M | 17,773 | $1.1M | 18,527 | -754-4.07% | Reduce |
| SeaCrest Wealth Management, LLC |
| 0.11% | 0.1% | #24 | $1.0M | 17,735 | $950,253 | 16,486 | +1,249+7.58% | Add |
| OneAscent Financial Services LLC |
| 0.05% | 0.04% | #34 | $1.0M | 17,616 | $776,324 | 13,469 | +4,147+30.79% | Add |
| PENOBSCOT WEALTH MANAGEMENT |
| 0.27% | 0.28% | #13 | $1.0M | 17,557 | $953,285 | 16,539 | +1,018+6.16% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #125 | $957,568 | 16,366 | $660,648 | 11,462 | +4,904+42.78% | Add |
| BLUE JEAN FINANCIAL LLC |
| 0.66% | — | #4 | $945,756 | 16,164 | $0 | 0 | +16,164 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #122 | $937,466 | 16,022 | $752,468 | 13,055 | +2,967+22.73% | Add |
| Traynor Capital Management, Inc. |
| 0.04% | 0.03% | #35 | $890,102 | 15,213 | $555,156 | 9,861 | +5,352+54.27% | Add |
| Elevated Capital Advisors, LLC |
| 0.24% | 0.4% | #15 | $882,572 | 15,084 | $1.6M | 27,682 | -12,598-45.51% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #137 | $843,974 | 14,424 | $830,416 | 14,407 | +17+0.12% | Add |
| Smith Salley Wealth Management |
| 0.03% | 0.04% | #37 | $792,547 | 13,546 | $792,439 | 13,748 | -202-1.47% | Reduce |
| CITIGROUP INC |
| <0.01% | <0.01% | #121 | $789,627 | 13,496 | $733,266 | 12,721 | +775+6.09% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #116 | $783,333 | 13,199 | $558,852 | 9,939 | +3,260+32.80% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #131 | $732,779 | 12,524 | $0 | 0 | +12,524 | New Buy |
| Arax Advisory Partners |
| <0.01% | <0.01% | #63 | $716,587 | 12,248 | $80,408 | 1,395 | +10,853+777.99% | Add |
