| FMR LLC |
| 0.01% | 0.01% | #299 | $171.9M | 1.7M | $142.1M | 1.7M | -7,691-0.46% | Reduce |
| Norinchukin Bank, The |
| 1.3% | — | #22 | $134.0M | 1.3M | $0 | 0 | +1.3M | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.16% | 0.15% | #101 | $127.6M | 1.2M | $106.3M | 1.3M | -15,875-1.27% | Reduce |
| LPL Financial LLC |
| 0.03% | 0.03% | #192 | $123.6M | 1.2M | $99.7M | 1.2M | +23,393+1.99% | Add |
| Wealthfront Advisers LLC |
| 0.14% | 0.13% | #105 | $73.4M | 711,227 | $58.6M | 689,936 | +21,291+3.09% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #333 | $63.3M | 612,901 | $52.4M | 616,562 | -3,661-0.59% | Reduce |
| Heck Capital Advisors, LLC |
| 3.68% | 3.69% | #6 | $61.6M | 596,957 | $49.8M | 586,662 | +10,295+1.75% | Add |
| Fisher Asset Management, LLC |
| 0.02% | 0.02% | #234 | $58.6M | 567,411 | $50.0M | 588,759 | -21,348-3.63% | Reduce |
| Kestra Advisory Services, LLC |
| 0.18% | 0.16% | #98 | $55.3M | 535,717 | $43.3M | 510,241 | +25,476+4.99% | Add |
| Lebenthal Global Advisors, LLC |
| 7.4% | 6.72% | #1 | $54.9M | 531,655 | $46.2M | 544,302 | -12,647-2.32% | Reduce |
| Analyst IMS Investment Management Services Ltd. |
| 1.2% | 1.29% | #25 | $51.5M | 498,898 | $42.4M | 499,133 | -235-0.05% | Reduce |
| Wealthspire Retirement, LLC |
| 2.57% | 2.38% | #15 | $46.8M | 452,346 | $39.8M | 468,223 | -15,877-3.39% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #367 | $38.9M | 376,844 | $29.8M | 333,824 | +43,020+12.89% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.02% | #168 | $34.8M | 336,656 | $14.0M | 165,171 | +171,485+103.82% | Add |
| TCP Asset Management, LLC |
| 3.61% | 3.3% | #7 | $31.9M | 308,626 | $25.6M | 301,984 | +6,642+2.20% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #309 | $30.7M | 297,741 | $24.2M | 285,116 | +12,625+4.43% | Add |
| Prasad Wealth Partners, LLC |
| 6.29% | 5.87% | #2 | $26.1M | 253,291 | $21.6M | 253,916 | -625-0.25% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #349 | $25.2M | 244,428 | $20.0M | 235,992 | +8,436+3.57% | Add |
| LJI Wealth Management, LLC |
| 3.53% | 5.2% | #9 | $25.2M | 244,076 | $32.5M | 383,316 | -139,240-36.33% | Reduce |
| Procyon Advisors, LLC |
| 0.32% | <0.01% | #68 | $24.3M | 235,512 | $315,411 | 3,715 | +231,797+6,239.49% | Add |
| EQ LLC |
| 5.34% | 1.44% | #4 | $21.8M | 210,859 | $5.1M | 60,280 | +150,579+249.80% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.05% | 0.04% | #162 | $20.0M | 193,356 | $14.7M | 173,104 | +20,252+11.70% | Add |
| Commonwealth Financial Services, LLC |
| 2.43% | 1.96% | #17 | $18.1M | 175,131 | $12.4M | 145,768 | +29,363+20.14% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #408 | $16.7M | 164,739 | $9.8M | 119,601 | +45,138+37.74% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #322 | $16.7M | 161,862 | $11.2M | 131,902 | +29,960+22.71% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.03% | 0.03% | #197 | $16.2M | 157,168 | $14.7M | 173,164 | -15,996-9.24% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #311 | $15.4M | 154,526 | $10.7M | 129,773 | +24,753+19.07% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #251 | $14.8M | 143,803 | $12.9M | 151,790 | -7,987-5.26% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #261 | $14.2M | 137,538 | $11.7M | 137,528 | +10+0.01% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #384 | $12.3M | 119,014 | $3.3M | 38,536 | +80,478+208.84% | Add |
| Focus Partners Wealth |
| 0.01% | 0.01% | #264 | $12.2M | 118,112 | $10.0M | 118,114 | -2-0.00% | Reduce |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
| 0.01% | — | #285 | $12.0M | 116,350 | $0 | 0 | +116,350 | New Buy |
| Steward Partners Investment Advisory, LLC |
| 0.06% | 0.02% | #147 | $12.0M | 116,093 | $3.4M | 39,578 | +76,515+193.33% | Add |
| FOCUS Wealth Advisors, LLC |
| 5.46% | — | #3 | $11.8M | 114,078 | $0 | 0 | +114,078 | New Buy |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #335 | $11.4M | 110,420 | $6.1M | 72,151 | +38,269+53.04% | Add |
| jvl associates llc |
| 3.21% | 3.16% | #12 | $11.3M | 109,689 | $9.4M | 110,900 | -1,211-1.09% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #372 | $11.2M | 108,589 | $9.7M | 114,704 | -6,115-5.33% | Reduce |
| Mariner, LLC |
| 0.01% | 0.01% | #270 | $11.2M | 108,042 | $8.7M | 102,939 | +5,103+4.96% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #233 | $10.7M | 103,381 | $9.2M | 107,306 | -3,925-3.66% | Reduce |
| Farther Finance Advisors, LLC |
| 0.08% | <0.01% | #136 | $9.8M | 94,904 | $372,654 | 4,337 | +90,567+2,088.24% | Add |
| Harvest Investment Advisors, LLC |
| 4.63% | — | #5 | $9.3M | 90,374 | $0 | 0 | +90,374 | New Buy |
| ARKANSAS FINANCIAL GROUP, INC. |
| 1.2% | 1.19% | #23 | $9.2M | 89,482 | $8.5M | 95,768 | -6,286-6.56% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.06% | 0.07% | #144 | $9.1M | 87,690 | $8.4M | 99,327 | -11,637-11.72% | Reduce |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 0.5% | 0.52% | #55 | $8.8M | 85,475 | $8.3M | 97,176 | -11,701-12.04% | Reduce |
| Sigma Planning Corp |
| 0.21% | 0.19% | #89 | $8.5M | 81,887 | $6.9M | 80,961 | +926+1.14% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #394 | $8.1M | 78,381 | $12.4M | 145,571 | -67,190-46.16% | Reduce |
| HOLLENCREST CAPITAL MANAGEMENT |
| 0.52% | 0.54% | #52 | $8.0M | 77,417 | $14.6M | 171,836 | -94,419-54.95% | Reduce |
| Portfolio Strategies, Inc. |
| 0.79% | 0.81% | #34 | $7.9M | 76,503 | $6.6M | 77,124 | -621-0.81% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #331 | $7.9M | 76,126 | $5.8M | 68,672 | +7,454+10.85% | Add |
| David Kennon Inc |
| 2.59% | 7.15% | #14 | $7.8M | 76,041 | $19.9M | 234,676 | -158,635-67.60% | Reduce |
