| LPL Financial LLC |
| 0.01% | <0.01% | #25 | $23.5M | 336,385 | $18.7M | 313,954 | +22,431+7.14% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #34 | $13.0M | 185,910 | $15.1M | 254,177 | -68,267-26.86% | Reduce |
| Armbruster Capital Management, Inc. |
| 1.63% | 1.53% | #1 | $10.9M | 156,628 | $9.4M | 157,428 | -800-0.51% | Reduce |
| Invesco Ltd. |
| <0.01% | <0.01% | #33 | $10.7M | 152,533 | $9.1M | 152,533 | 00.00% | Unchanged |
| LMCG INVESTMENTS, LLC |
| 0.14% | 0.13% | #6 | $2.7M | 37,989 | $2.2M | 37,406 | +583+1.56% | Add |
| MassMutual Private Wealth & Trust, FSB |
| 0.03% | 0.03% | #10 | $1.3M | 18,453 | $1.1M | 18,759 | -306-1.63% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #39 | $1.3M | 17,909 | $484,722 | 8,154 | +9,755+119.63% | Add |
| Arrowroot Family Office, LLC |
| 0.31% | 0.31% | #2 | $1.1M | 15,583 | $923,804 | 15,540 | +43+0.28% | Add |
| Equitable Holdings, Inc. |
| 0.01% | — | #22 | $1.1M | 15,069 | $0 | 0 | +15,069 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #44 | $1.0M | 14,488 | $842,350 | 14,170 | +318+2.24% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #43 | $926,991 | 13,264 | $657,580 | 11,062 | +2,202+19.91% | Add |
| Paragon Capital Management Ltd |
| 0.16% | 0.15% | #4 | $830,627 | 11,885 | $704,618 | 11,853 | +32+0.27% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #23 | $758,131 | 10,876 | $656,591 | 10,962 | -86-0.78% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #35 | $667,602 | 9,552 | $516,405 | 8,686 | +866+9.97% | Add |
| Koss-Olinger Consulting, LLC |
| 0.04% | 0.1% | #9 | $582,257 | 8,331 | $1.2M | 20,128 | -11,797-58.61% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #47 | $573,071 | 8,200 | $1.5M | 24,446 | -16,246-66.46% | Reduce |
| Avidian Wealth Enterprises, LLC |
| 0.02% | 0.02% | #13 | $544,783 | 7,795 | $514,492 | 8,655 | -860-9.94% | Reduce |
| HighPoint Advisor Group LLC |
| 0.02% | 0.02% | #11 | $455,591 | 6,519 | $428,662 | 7,508 | -989-13.17% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #37 | $437,631 | 6,262 | $378,671 | 6,370 | -108-1.70% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #46 | $398,354 | 5,700 | $0 | 0 | +5,700 | New Buy |
| Professional Financial Advisors, LLC |
| 0.07% | 0.1% | #7 | $381,640 | 5,461 | $469,619 | 7,900 | -2,439-30.87% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #40 | $371,176 | 5,311 | $326,001 | 5,484 | -173-3.15% | Reduce |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #31 | $363,435 | 5,200 | $327,802 | 5,514 | -314-5.69% | Reduce |
| Global Retirement Partners, LLC |
| 0.01% | — | #24 | $349,672 | 5,003 | $0 | 0 | +5,003 | New Buy |
| Delta Wealth Advisors LLC |
| 0.24% | 0.37% | #3 | $334,128 | 4,781 | $482,162 | 8,111 | -3,330-41.06% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #36 | $322,432 | 4,614 | $0 | 0 | +4,614 | New Buy |
| Sowell Financial Services LLC |
| 0.01% | 0.01% | #16 | $313,280 | 4,483 | $270,034 | 4,543 | -60-1.32% | Reduce |
| Summit Financial, LLC |
| <0.01% | — | #29 | $281,643 | 4,030 | $0 | 0 | +4,030 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #38 | $276,450 | 3,956 | $0 | 0 | +3,956 | New Buy |
| Perennial Investment Advisors, LLC |
| 0.02% | 0.02% | #12 | $236,986 | 3,391 | $201,581 | 3,391 | 00.00% | Unchanged |
| Sequent Planning LLC |
| 0.05% | 0.15% | #8 | $229,730 | 3,287 | $629,257 | 10,585 | -7,298-68.95% | Reduce |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.01% | — | #21 | $225,944 | 3,233 | $0 | 0 | +3,233 | New Buy |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #30 | $211,058 | 3,020 | $207,763 | 3,495 | -475-13.59% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #51 | $206,306 | 2,952 | $0 | 0 | +2,952 | New Buy |
| Alesco Advisors, LLC, An ESL Co |
| <0.01% | — | #26 | $202,671 | 2,900 | $0 | 0 | +2,900 | New Buy |
| Ameritas Investment Partners, Inc. |
| <0.01% | — | #27 | $170,910 | 2,446 | $0 | 0 | +2,446 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #50 | $162,000 | 2,325 | $145,000 | 2,439 | -114-4.67% | Reduce |
| Regatta Research & Money Management |
| 0.15% | — | #5 | $159,574 | 2,284 | $0 | 0 | +2,284 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.01% | 0.01% | #18 | $157,422 | 2,253 | $166,855 | 2,807 | -554-19.74% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #52 | $139,875 | 2,001 | $111,313 | 2,029 | -28-1.38% | Reduce |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.01% | 0.01% | #20 | $136,838 | 1,958 | $131,554 | 2,213 | -255-11.52% | Reduce |
| Sage Mountain Advisors LLC |
| 0.01% | 0.01% | #19 | $126,117 | 1,805 | $106,990 | 1,800 | +5+0.28% | Add |
| LRI Investments, LLC |
| <0.01% | <0.01% | #28 | $53,533 | 766 | $45,536 | 766 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #42 | $51,138 | 732 | $0 | 0 | +732 | New Buy |
| Synergy Investment Management, LLC |
| 0.01% | 0.01% | #15 | $45,286 | 648 | $44,882 | 755 | -107-14.17% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #53 | $23,324 | 334 | $19,840 | 334 | 00.00% | Unchanged |
| Addison Advisors LLC |
| 0.01% | <0.01% | #17 | $21,665 | 310 | $18,429 | 310 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #49 | $20,966 | 300 | $0 | 0 | +300 | New Buy |
| VISION FINANCIAL MARKETS LLC |
| 0.01% | 0.01% | #14 | $14,403 | 211 | $12,544 | 211 | 00.00% | Unchanged |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #41 | $13,978 | 200 | $11,890 | 200 | 00.00% | Unchanged |
