| MORGAN STANLEY |
| 0.05% | 0.07% | #411 | $979.0M | 17.4M | $1.16B | 11.2M | +6.2M+55.44% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.03% | #494 | $465.8M | 8.3M | $469.9M | 4.4M | +3.9M+87.11% | Add |
| LPL Financial LLC |
| 0.08% | 0.09% | #349 | $337.8M | 6.0M | $320.7M | 3.0M | +3.0M+98.86% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.04% | #479 | $204.6M | 3.6M | $192.6M | 1.8M | +1.8M+100.62% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.06% | #409 | $195.8M | 3.5M | $184.3M | 1.7M | +1.7M+100.55% | Add |
| Cresset Asset Management, LLC |
| 0.7% | 0.76% | #82 | $194.7M | 3.5M | $175.7M | 1.7M | +1.8M+109.14% | Add |
| UBS Group AG |
| 0.02% | 0.03% | #520 | $194.4M | 3.5M | $186.1M | 1.8M | +1.7M+97.16% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.03% | #525 | $160.7M | 2.9M | $144.2M | 1.4M | +1.5M+110.32% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 1.98% | 2.12% | #37 | $150.9M | 2.7M | $145.0M | 1.4M | +1.3M+96.47% | Add |
| ROCKLAND TRUST CO |
| 3.3% | 3.09% | #19 | $84.1M | 1.5M | $77.1M | 727,490 | +770,811+105.95% | Add |
| Cassaday & Co Wealth Management LLC |
| 1.35% | 1.46% | #56 | $71.7M | 1.3M | $68.4M | 644,773 | +632,158+98.04% | Add |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #398 | $61.1M | 1.1M | $60.8M | 573,165 | +514,090+89.69% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.08% | 0.09% | #347 | $60.7M | 1.1M | $61.2M | 576,845 | +504,226+87.41% | Add |
| Wealthspire Advisors, LLC |
| 0.31% | 0.39% | #160 | $56.4M | 1.0M | $49.3M | 464,941 | +540,071+116.16% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.12% | 0.12% | #293 | $49.9M | 888,765 | $45.2M | 426,824 | +461,941+108.23% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.07% | #390 | $49.4M | 879,959 | $46.8M | 440,873 | +439,086+99.59% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #628 | $49.3M | 876,582 | $48.3M | 455,619 | +420,963+92.39% | Add |
| Janney Montgomery Scott LLC |
| 0.09% | 0.11% | #327 | $46.0M | 819,429 | $42.9M | 404,468 | +414,961+102.59% | Add |
| IAM Advisory, LLC |
| 8.49% | 9.1% | #3 | $43.6M | 775,768 | $40.6M | 383,198 | +392,570+102.45% | Add |
| Baird Financial Group, Inc. |
| 0.06% | 0.06% | #397 | $40.8M | 725,687 | $38.3M | 361,235 | +364,452+100.89% | Add |
| Rockefeller Capital Management L.P. |
| 0.06% | 0.07% | #377 | $40.5M | 720,957 | $38.0M | 358,457 | +362,500+101.13% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #606 | $30.9M | 548,759 | $27.0M | 258,037 | +290,722+112.67% | Add |
| Summit Financial Wealth Advisors, LLC |
| 3.6% | 3.84% | #16 | $28.2M | 501,346 | $27.1M | 255,491 | +245,855+96.23% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.03% | #530 | $27.9M | 496,513 | $27.3M | 257,249 | +239,264+93.01% | Add |
| HighTower Advisors, LLC |
| 0.03% | 0.02% | #511 | $27.3M | 485,576 | $15.4M | 144,844 | +340,732+235.24% | Add |
| Neuberger Berman Group LLC |
| 0.02% | 0.02% | #562 | $26.8M | 477,829 | $28.1M | 264,681 | +213,148+80.53% | Add |
| Glen Eagle Advisors, LLC |
| 3.34% | 3.8% | #18 | $26.5M | 471,370 | $27.1M | 256,059 | +215,311+84.09% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #682 | $25.7M | 456,871 | $24.2M | 228,345 | +228,526+100.08% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #761 | $25.6M | 455,517 | $15.4M | 145,689 | +309,828+212.66% | Add |
| Carrera Capital Advisors |
| 3.78% | 3.66% | #13 | $25.5M | 454,641 | $23.8M | 224,050 | +230,591+102.92% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #744 | $24.2M | 430,674 | $19.5M | 184,100 | +246,574+133.93% | Add |
| Pacific Wealth Strategies Group, Inc. |
| 13.43% | 12.98% | #1 | $23.4M | 415,994 | $20.8M | 196,184 | +219,810+112.04% | Add |
| Landmark Wealth Management, LLC |
| 5.36% | 5.38% | #6 | $22.4M | 398,540 | $20.1M | 189,366 | +209,174+110.46% | Add |
| Tidal Investments LLC |
| 0.04% | — | #457 | $22.1M | 394,025 | $0 | 0 | +394,025 | New Buy |
| TD Waterhouse Canada Inc. |
| 0.06% | 0.06% | #399 | $21.1M | 372,694 | $19.5M | 184,667 | +188,027+101.82% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #666 | $20.6M | 367,221 | $18.0M | 169,430 | +197,791+116.74% | Add |
| BNP PARIBAS FINANCIAL MARKETS |
| 0.01% | <0.01% | #638 | $19.7M | 350,000 | $5.3M | 50,225 | +299,775+596.86% | Add |
| CAPE COD FIVE CENTS SAVINGS BANK |
| 1.6% | — | #47 | $19.6M | 349,423 | $0 | 0 | +349,423 | New Buy |
| TOTH FINANCIAL ADVISORY CORP |
| 1.9% | 2.03% | #40 | $19.5M | 346,834 | $18.4M | 174,026 | +172,808+99.30% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.36% | 0.36% | #137 | $19.2M | 342,264 | $15.4M | 145,549 | +196,715+135.15% | Add |
| &PARTNERS |
| 0.08% | 0.08% | #342 | $19.0M | 339,120 | $16.5M | 155,252 | +183,868+118.43% | Add |
| Waverly Advisors, LLC |
| 0.11% | 0.13% | #300 | $18.4M | 327,137 | $17.6M | 165,696 | +161,441+97.43% | Add |
| ForthRight Wealth Management, LLC |
| 4.67% | 5.15% | #8 | $18.3M | 325,163 | $18.2M | 171,248 | +153,915+89.88% | Add |
| McElhenny Sheffield Capital Management, LLC |
| 4.47% | 4.23% | #11 | $18.0M | 321,247 | $17.1M | 161,050 | +160,197+99.47% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.17% | 0.17% | #238 | $17.7M | 315,938 | $15.0M | 141,264 | +174,674+123.65% | Add |
| SMITH, MOORE & CO. |
| 1.13% | 1.21% | #61 | $17.3M | 308,626 | $16.7M | 157,530 | +151,096+95.92% | Add |
| NewEdge Advisors, LLC |
| 0.05% | 0.06% | #417 | $16.6M | 296,162 | $15.4M | 145,177 | +150,985+104.00% | Add |
| HANTZ FINANCIAL SERVICES, INC. |
| 0.22% | 0.26% | #183 | $16.4M | 292,620 | $16.2M | 152,951 | +139,669+91.32% | Add |
| Equitable Holdings, Inc. |
| 0.1% | 0.1% | #312 | $16.4M | 292,102 | $15.1M | 144,674 | +147,428+101.90% | Add |
| Sanctuary Advisors, LLC |
| 0.08% | 0.09% | #350 | $16.3M | 290,504 | $16.1M | 152,023 | +138,481+91.09% | Add |
