| Capital International Investors |
| 0.28% | 0.3% | #100 | $1.38B | 50.1M | $1.27B | 46.7M | +3.4M+7.31% | Add |
| Roehl & Yi Investment Advisors, LLC |
| 0.21% | — | #126 | $590.8M | 21,508 | $0 | 0 | +21,508 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.09% | 0.09% | #178 | $376.4M | 13.7M | $348.7M | 12.8M | +859,323+6.69% | Add |
| LPL Financial LLC |
| 0.07% | 0.07% | #190 | $318.4M | 11.6M | $275.8M | 10.2M | +1.4M+14.12% | Add |
| MORGAN STANLEY |
| 0.02% | 0.01% | #263 | $298.4M | 10.9M | $177.6M | 6.5M | +4.4M+66.95% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.15% | 0.15% | #145 | $271.8M | 9.9M | $237.9M | 8.8M | +1.1M+12.89% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.04% | #229 | $238.1M | 8.7M | $204.1M | 7.5M | +1.1M+15.29% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.06% | 0.05% | #200 | $151.1M | 5.5M | $107.3M | 4.0M | +1.5M+39.05% | Add |
| Cetera Investment Advisers |
| 0.13% | 0.14% | #156 | $142.1M | 5.2M | $132.4M | 4.9M | +296,672+6.08% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #262 | $126.6M | 4.6M | $118.8M | 4.4M | +233,238+5.33% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #242 | $106.1M | 3.9M | $76.7M | 2.8M | +1.0M+36.65% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.1% | 0.11% | #172 | $80.5M | 2.9M | $80.1M | 2.9M | -19,035-0.65% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.09% | 0.09% | #175 | $78.6M | 2.9M | $63.0M | 2.3M | +542,510+23.39% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.14% | 0.16% | #148 | $68.1M | 2.5M | $56.0M | 2.1M | +418,233+20.29% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #310 | $66.3M | 2.4M | $46.1M | 1.7M | +715,934+42.21% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.05% | #213 | $61.2M | 2.2M | $56.8M | 2.1M | +136,486+6.52% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.14% | 0.15% | #152 | $59.4M | 2.2M | $56.9M | 2.1M | +64,579+3.08% | Add |
| Capital Group Private Client Services, Inc. |
| 0.75% | 0.73% | #56 | $53.5M | 1.9M | $43.2M | 1.6M | +355,101+22.32% | Add |
| Blue Chip Partners, LLC |
| 2.75% | 3.23% | #15 | $43.6M | 1.6M | $44.9M | 1.7M | -67,194-4.06% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #301 | $43.5M | 1.6M | $36.7M | 1.4M | +229,416+16.96% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.69% | 0.73% | #61 | $43.4M | 1.6M | $40.3M | 1.5M | +95,544+6.44% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #316 | $42.0M | 1.5M | $26.4M | 973,990 | +553,409+56.82% | Add |
| ASSETMARK, INC |
| 0.07% | 0.07% | #197 | $38.1M | 1.4M | $34.0M | 1.3M | +134,255+10.71% | Add |
| Venturi Wealth Management, LLC |
| 1.4% | 1.55% | #28 | $36.3M | 1.3M | $34.4M | 1.3M | +53,703+4.24% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.34% | 0.39% | #90 | $35.9M | 1.3M | $35.5M | 1.3M | -31-0.00% | Reduce |
| NATIXIS ADVISORS, LLC |
| 0.04% | 0.03% | #228 | $34.7M | 1.3M | $22.4M | 823,537 | +437,920+53.18% | Add |
| Confluence Wealth Services, Inc. |
| 0.92% | 1.18% | #44 | $32.1M | 1.2M | $30.4M | 1.1M | +50,575+4.52% | Add |
| SEI INVESTMENTS CO |
| 0.03% | 0.02% | #246 | $31.7M | 1.2M | $26.2M | 965,276 | +189,032+19.58% | Add |
| Beacon Pointe Advisors, LLC |
| 0.14% | 0.15% | #150 | $29.9M | 1.1M | $27.5M | 1.0M | +75,766+7.49% | Add |
| Capital Analysts, LLC |
| 0.68% | 0.34% | #62 | $29.6M | 1.1M | $11.9M | 432,799 | +645,649+149.18% | Add |
| Janney Montgomery Scott LLC |
| 0.05% | 0.05% | #215 | $26.0M | 946,844 | $21.7M | 799,082 | +147,762+18.49% | Add |
| Larson Financial Group LLC |
| 0.66% | 0.66% | #64 | $25.2M | 917,990 | $20.6M | 760,381 | +157,609+20.73% | Add |
| J. Derek Lewis & Associates Inc. |
| 4.6% | 5% | #5 | $24.3M | 885,576 | $22.2M | 820,211 | +65,365+7.97% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.03% | #243 | $23.9M | 871,296 | $20.8M | 765,238 | +106,058+13.86% | Add |
| Aprio Wealth Management, LLC |
| 1.14% | 1.34% | #32 | $23.0M | 836,728 | $24.6M | 906,147 | -69,419-7.66% | Reduce |
| Kestra Advisory Services, LLC |
| 0.07% | 0.06% | #196 | $20.6M | 748,312 | $16.5M | 608,109 | +140,203+23.06% | Add |
| Orion Porfolio Solutions, LLC |
| 0.16% | 0.16% | #143 | $20.4M | 742,297 | $18.7M | 687,105 | +55,192+8.03% | Add |
| Private Advisor Group, LLC |
| 0.09% | 0.12% | #177 | $19.8M | 722,530 | $24.7M | 908,634 | -186,104-20.48% | Reduce |
| Clear Trail Advisors, LLC |
| 2.78% | 2.32% | #14 | $18.2M | 663,356 | $13.9M | 512,183 | +151,173+29.52% | Add |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
| 1.84% | 2.01% | #23 | $16.0M | 582,270 | $15.2M | 559,824 | +22,446+4.01% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.18% | 0.2% | #138 | $14.8M | 539,112 | $13.5M | 498,585 | +40,527+8.13% | Add |
| EP Wealth Advisors, LLC |
| 0.05% | 0.07% | #208 | $14.2M | 516,264 | $13.4M | 494,950 | +21,314+4.31% | Add |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.85% | 0.56% | #50 | $12.7M | 461,043 | $5.5M | 202,761 | +258,282+127.38% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.14% | 0.15% | #151 | $12.5M | 456,014 | $12.2M | 450,132 | +5,882+1.31% | Add |
| MB, LEVIS & ASSOCIATES, LLC |
| 4.28% | 4.49% | #8 | $11.6M | 422,343 | $10.8M | 396,290 | +26,053+6.57% | Add |
| EnRich Financial Partners LLC |
| 2.71% | 2.92% | #16 | $11.4M | 415,313 | $11.0M | 405,604 | +9,709+2.39% | Add |
| RMR Wealth Builders |
| 0.71% | 0.83% | #59 | $11.4M | 414,630 | $10.5M | 385,597 | +29,033+7.53% | Add |
| &PARTNERS |
| 0.05% | 0.05% | #220 | $11.2M | 408,202 | $9.6M | 354,536 | +53,666+15.14% | Add |
| BENJAMIN EDWARDS INC |
| 0.1% | 0.09% | #171 | $11.1M | 404,334 | $9.1M | 334,759 | +69,575+20.78% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.53% | 0.21% | #70 | $11.1M | 402,606 | $3.5M | 128,786 | +273,820+212.62% | Add |
