| LPL Financial LLC |
| <0.01% | <0.01% | #6 | $3.5M | 105,150 | $3.4M | 104,873 | +277+0.26% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #8 | $1.4M | 41,547 | $1.0M | 32,659 | +8,888+27.21% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #5 | $1.2M | 37,477 | $915,645 | 28,602 | +8,875+31.03% | Add |
| MATHER GROUP, LLC. |
| 0.01% | 0.06% | #1 | $949,667 | 28,938 | $6.5M | 203,238 | -174,300-85.76% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #2 | $623,693 | 19,005 | $626,952 | 19,584 | -579-2.96% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #10 | $610,000 | 18,578 | $1.4M | 44,940 | -26,362-58.66% | Reduce |
| Atria Investments, Inc |
| <0.01% | <0.01% | #3 | $416,638 | 12,696 | $399,943 | 12,493 | +203+1.62% | Add |
| Allworth Financial LP |
| <0.01% | <0.01% | #7 | $89,395 | 2,724 | $87,205 | 2,724 | 00.00% | Unchanged |
| Ascentis Wealth Management, LLC |
| <0.01% | 0.42% | #4 | $13,061 | 408 | $2.2M | 67,215 | -66,807-99.39% | Reduce |
| Ascentis Independent Advisors |
| <0.01% | 0.01% | #9 | $1,965 | 61 | $163,473 | 5,106 | -5,045-98.81% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #11 | $44 | 1 | $44 | 1 | 00.00% | Unchanged |
