| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.05% | #170 | $187.8M | 7.4M | $170.0M | 6.9M | +529,680+7.73% | Add |
| FMR LLC |
| 0.01% | 0.01% | #299 | $169.6M | 6.7M | $110.4M | 4.5M | +2.2M+49.77% | Add |
| SEI INVESTMENTS CO |
| 0.15% | 0.15% | #87 | $169.2M | 6.7M | $169.3M | 6.8M | -173,318-2.54% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #214 | $157.9M | 6.2M | $146.0M | 5.9M | +321,030+5.45% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #291 | $130.6M | 5.1M | $126.3M | 5.1M | +39,104+0.77% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.02% | #269 | $126.9M | 5.0M | $136.2M | 5.5M | -503,907-9.18% | Reduce |
| MORGAN STANLEY |
| 0.01% | <0.01% | #307 | $118.1M | 4.6M | $61.9M | 2.5M | +2.2M+87.11% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #231 | $89.6M | 3.5M | $82.3M | 3.3M | +202,270+6.09% | Add |
| WCG Wealth Advisors LLC |
| 1.11% | 1.14% | #13 | $46.6M | 1.8M | $40.8M | 1.6M | +187,970+11.42% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 0.56% | 0.61% | #37 | $42.7M | 1.7M | $41.5M | 1.7M | +4,974+0.30% | Add |
| Avantax Planning Partners, Inc. |
| 1.04% | 1.14% | #14 | $41.9M | 1.6M | $41.7M | 1.7M | -35,470-2.11% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.05% | 0.05% | #166 | $41.3M | 1.6M | $35.1M | 1.4M | +206,897+14.60% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #304 | $40.8M | 1.6M | $32.1M | 1.3M | +309,053+23.88% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #293 | $37.9M | 1.5M | $37.6M | 1.5M | -27,390-1.81% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #331 | $31.0M | 1.2M | $30.2M | 1.2M | -1,865-0.15% | Reduce |
| Cetera Investment Advisers |
| 0.03% | 0.02% | #212 | $29.9M | 1.2M | $18.9M | 762,408 | +413,107+54.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #303 | $29.0M | 1.1M | $38.1M | 1.5M | -394,569-25.71% | Reduce |
| Revolve Wealth Partners, LLC |
| 3% | 3.51% | #3 | $28.9M | 1.1M | $27.0M | 1.1M | +48,713+4.47% | Add |
| Tradewinds Capital Management, LLC |
| 4.49% | 0.47% | #1 | $25.2M | 992,182 | $2.4M | 95,376 | +896,806+940.28% | Add |
| Ocean Park Asset Management, LLC |
| 1.04% | — | #15 | $21.6M | 848,826 | $0 | 0 | +848,826 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #370 | $20.7M | 812,251 | $24.7M | 1.0M | -189,765-18.94% | Reduce |
| Farther Finance Advisors, LLC |
| 0.14% | 0.14% | #89 | $18.5M | 727,550 | $15.3M | 614,052 | +113,498+18.48% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.02% | #249 | $14.7M | 578,550 | $16.2M | 654,772 | -76,222-11.64% | Reduce |
| Sanctuary Advisors, LLC |
| 0.07% | 0.07% | #146 | $14.4M | 566,641 | $13.7M | 551,000 | +15,641+2.84% | Add |
| Jordan Park Group LLC |
| 0.73% | 0.74% | #26 | $14.3M | 563,102 | $13.9M | 562,231 | +871+0.15% | Add |
| Capital Analysts, LLC |
| 0.3% | 0.31% | #62 | $13.2M | 517,732 | $10.9M | 438,750 | +78,982+18.00% | Add |
| Mariner, LLC |
| 0.01% | 0.02% | #252 | $13.2M | 517,017 | $13.2M | 532,181 | -15,164-2.85% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.11% | 0.12% | #116 | $12.5M | 492,206 | $12.3M | 496,958 | -4,752-0.96% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | <0.01% | #250 | $11.7M | 459,750 | $616,944 | 24,877 | +434,873+1,748.09% | Add |
| Parkside Investments, LLC |
| 1.27% | 1.6% | #11 | $11.6M | 456,225 | $13.1M | 529,675 | -73,450-13.87% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #255 | $11.3M | 446,136 | $10.4M | 418,556 | +27,580+6.59% | Add |
| Integrated Wealth Concepts LLC |
| 0.05% | 0.05% | #173 | $10.2M | 402,457 | $6.8M | 273,296 | +129,161+47.26% | Add |
| Brady Martz Wealth Solutions, LLC |
| 1.54% | 1.71% | #7 | $10.2M | 400,105 | $10.1M | 405,317 | -5,212-1.29% | Reduce |
| Syntegra Private Wealth Group, LLC |
| 0.74% | 0.85% | #24 | $9.5M | 374,419 | $8.9M | 360,120 | +14,299+3.97% | Add |
| Capital Asset Advisory Services LLC |
| 0.34% | 0.35% | #59 | $9.4M | 370,616 | $9.2M | 364,264 | +6,352+1.74% | Add |
| Heartwood Wealth Advisors LLC |
| 0.71% | 0.7% | #28 | $9.1M | 357,483 | $8.0M | 321,392 | +36,091+11.23% | Add |
| OLD NATIONAL BANCORP /IN/ |
| 0.18% | 0.14% | #78 | $9.0M | 354,391 | $8.2M | 332,193 | +22,198+6.68% | Add |
| Wealthspire Advisors, LLC |
| 0.05% | 0.07% | #178 | $8.6M | 338,318 | $8.6M | 346,081 | -7,763-2.24% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.14% | — | #95 | $8.6M | 337,256 | $0 | 0 | +337,256 | New Buy |
| Perigon Wealth Management, LLC |
| 0.13% | 0.15% | #98 | $8.4M | 330,455 | $9.0M | 362,279 | -31,824-8.78% | Reduce |
| Dakota Wealth Management |
| 0.16% | 0.16% | #86 | $8.4M | 330,291 | $7.4M | 299,109 | +31,182+10.42% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #279 | $8.2M | 320,863 | $7.9M | 317,206 | +3,657+1.15% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | 0.01% | #329 | $8.0M | 315,868 | $8.2M | 331,226 | -15,358-4.64% | Reduce |
| Savvy Advisors, Inc. |
| 0.17% | 0.15% | #83 | $8.0M | 313,162 | $5.6M | 226,270 | +86,892+38.40% | Add |
| OneDigital Investment Advisors LLC |
| 0.06% | 0.07% | #147 | $7.6M | 297,113 | $7.2M | 290,915 | +6,198+2.13% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #347 | $7.4M | 290,252 | $6.5M | 264,092 | +26,160+9.91% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.04% | 0.13% | #186 | $7.3M | 287,712 | $21.5M | 865,607 | -577,895-66.76% | Reduce |
| Merit Financial Group, LLC |
| 0.04% | 0.05% | #179 | $7.1M | 278,045 | $6.1M | 245,262 | +32,783+13.37% | Add |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.03% | — | #201 | $7.0M | 274,426 | $0 | 0 | +274,426 | New Buy |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | 0.01% | #276 | $6.7M | 262,914 | $5.9M | 237,727 | +25,187+10.59% | Add |
