| Betterment LLC |
| 0.05% | 0.05% | #1 | $28.6M | 672,741 | $26.2M | 632,727 | +40,014+6.32% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #7 | $2.1M | 48,702 | $1.2M | 28,458 | +20,244+71.14% | Add |
| CoreCap Advisors, LLC |
| 0.02% | 0.03% | #2 | $775,604 | 18,259 | $829,605 | 20,036 | -1,777-8.87% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #5 | $447,213 | 10,611 | $355,753 | 8,589 | +2,022+23.54% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #4 | $210,105 | 4,946 | $0 | 0 | +4,946 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #11 | $52,331 | 1,232 | $51,498 | 1,244 | -12-0.96% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #17 | $33,600 | 791 | $42,458 | 1,011 | -220-21.76% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #9 | $14,273 | 336 | $13,912 | 336 | 00.00% | Unchanged |
| SOA Wealth Advisors, LLC. |
| <0.01% | <0.01% | #3 | $14,073 | 331 | $13,934 | 337 | -6-1.78% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #19 | $11,469 | 270 | $41 | 1 | +269+26,900.00% | Add |
| FRANKLIN RESOURCES INC |
| <0.01% | — | #18 | $7,264 | 171 | $0 | 0 | +171 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #13 | $4,343 | 102 | $4,172 | 101 | +1+0.99% | Add |
| MASECO LLP |
| <0.01% | <0.01% | #10 | $2,208 | 52 | $2,151 | 52 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #16 | $2,124 | 50 | $2,070 | 50 | 00.00% | Unchanged |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #15 | $1,742 | 41 | $1,698 | 41 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #22 | $1,667 | 39 | $1,625 | 39 | 00.00% | Unchanged |
| Oakworth Capital, Inc. |
| <0.01% | — | #12 | $844 | 20 | $0 | 0 | +20 | New Buy |
| Silver Grove Financial Group, Inc. |
| <0.01% | <0.01% | #6 | $788 | 19 | $691 | 17 | +2+11.76% | Add |
| Medallion Wealth Advisors, LLC |
| <0.01% | <0.01% | #8 | $510 | 12 | $497 | 12 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | — | #20 | $340 | 8 | $0 | 0 | +8 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #21 | $255 | 6 | $0 | 0 | +6 | New Buy |
| Russell Investments Group, Ltd. |
| <0.01% | <0.01% | #23 | $85 | 2 | $83 | 2 | 00.00% | Unchanged |
| HFM Investment Advisors, LLC |
| <0.01% | — | #14 | $42 | 1 | $0 | 0 | +1 | New Buy |
