| PFG Investments, LLC |
| 0.6% | 0.53% | #5 | $15.5M | 465,343 | $11.4M | 425,708 | +39,635+9.31% | Add |
| NATURAL INVESTMENTS, LLC |
| 2.69% | 2.08% | #2 | $12.3M | 369,592 | $8.4M | 314,876 | +54,716+17.38% | Add |
| WCG Wealth Advisors LLC |
| 0.28% | 0.03% | #6 | $12.0M | 360,215 | $1.0M | 37,913 | +322,302+850.11% | Add |
| STANCE CAPITAL LLC |
| 2.75% | 3.46% | #1 | $9.0M | 272,253 | $7.1M | 266,204 | +6,049+2.27% | Add |
| World Investment Advisors |
| 0.09% | 0.09% | #10 | $5.5M | 206,809 | $5.5M | 206,809 | 00.00% | Unchanged |
| Colorado Capital Management, Inc. |
| 1.8% | 1.63% | #3 | $5.2M | 157,978 | $4.4M | 162,346 | -4,368-2.69% | Reduce |
| Westfuller Advisors, LLC |
| 1.27% | 1.29% | #4 | $3.5M | 104,651 | $3.0M | 111,747 | -7,096-6.35% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #21 | $2.7M | 81,441 | $2.0M | 72,707 | +8,734+12.01% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #23 | $2.4M | 71,013 | $2.1M | 76,840 | -5,827-7.58% | Reduce |
| SEEDS INVESTOR LLC |
| 0.21% | 0.19% | #8 | $2.1M | 62,295 | $1.4M | 47,904 | +14,391+30.04% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #32 | $1.8M | 52,790 | $1.8M | 66,399 | -13,609-20.50% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #31 | $1.7M | 51,848 | $827,146 | 30,842 | +21,006+68.11% | Add |
| LaSalle St. Investment Advisors, LLC |
| 0.16% | 0.14% | #9 | $1.3M | 39,488 | $1.0M | 38,249 | +1,239+3.24% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #28 | $1.0M | 30,496 | $0 | 0 | +30,496 | New Buy |
| Pathstone Holdings, LLC |
| <0.01% | <0.01% | #26 | $902,038 | 27,164 | $728,517 | 27,164 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #29 | $648,302 | 19,523 | $520,185 | 19,396 | +127+0.65% | Add |
| Moss Adams Wealth Advisors LLC |
| 0.04% | — | #14 | $630,460 | 18,986 | $0 | 0 | +18,986 | New Buy |
| Modern Wealth Management, LLC |
| 0.01% | — | #20 | $546,290 | 16,451 | $0 | 0 | +16,451 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #39 | $540,000 | 16,263 | $436,000 | 16,264 | -1-0.01% | Reduce |
| Laird Norton Wetherby Trust Company, LLC |
| 0.01% | 0.01% | #16 | $495,616 | 14,925 | $400,277 | 14,925 | 00.00% | Unchanged |
| Aegis Wealth Management LLC |
| 0.22% | 0.22% | #7 | $468,087 | 14,096 | $378,044 | 14,096 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | — | #41 | $466,659 | 14,053 | $0 | 0 | +14,053 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #27 | $451,023 | 13,582 | $610,646 | 22,769 | -9,187-40.35% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #25 | $353,622 | 10,649 | $152,642 | 5,641 | +5,008+88.78% | Add |
| MIRAE ASSET SECURITIES (USA) INC. |
| 0.01% | 0.04% | #17 | $324,101 | 9,760 | $961,817 | 35,863 | -26,103-72.79% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #43 | $310,686 | 9,356 | $255,481 | 9,357 | -1-0.01% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #33 | $261,008 | 7,860 | $210,799 | 7,860 | 00.00% | Unchanged |
| Rossby Financial, LCC |
| 0.05% | 0.04% | #13 | $258,152 | 7,774 | $201,728 | 7,455 | +319+4.28% | Add |
| Creative Planning |
| <0.01% | — | #36 | $243,176 | 7,323 | $0 | 0 | +7,323 | New Buy |
| WEDBUSH SECURITIES INC |
| 0.01% | — | #22 | $234,608 | 7,065 | $0 | 0 | +7,065 | New Buy |
| New Insight Wealth Advisors |
| 0.06% | — | #12 | $201,667 | 6,073 | $0 | 0 | +6,073 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #45 | $196,273 | 5,911 | $158,517 | 5,911 | 00.00% | Unchanged |
| Millstone Evans Group, LLC |
| 0.08% | 0.08% | #11 | $156,040 | 4,699 | $126,023 | 4,699 | 00.00% | Unchanged |
| TFC Financial Management, Inc. |
| 0.02% | 0.01% | #15 | $150,154 | 4,522 | $121,269 | 4,522 | 00.00% | Unchanged |
| Asset Dedication, LLC |
| 0.01% | 0.01% | #18 | $136,648 | 4,115 | $110,362 | 4,115 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #30 | $104,901 | 3,159 | $84,722 | 3,159 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #46 | $88,656 | 2,689 | $19,250 | 738 | +1,951+264.36% | Add |
| ASSETMARK, INC |
| <0.01% | <0.01% | #38 | $71,960 | 2,167 | $73,565 | 2,743 | -576-21.00% | Reduce |
| Ascentis Independent Advisors |
| 0.01% | <0.01% | #19 | $63,722 | 2,376 | $63,722 | 2,376 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #40 | $63,558 | 1,914 | $0 | 0 | +1,914 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #42 | $57,415 | 1,729 | $46,370 | 1,729 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #34 | $40,214 | 1,211 | $32,478 | 1,211 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #37 | $10,029 | 302 | $8,099 | 302 | 00.00% | Unchanged |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #35 | $5,539 | 168 | $4,382 | 168 | 00.00% | Unchanged |
| Sankala Group LLC |
| <0.01% | — | #24 | $4,186 | 124 | $0 | 0 | +124 | New Buy |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #44 | $1,893 | 57 | $1,529 | 57 | 00.00% | Unchanged |
