| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.04% | #187 | $529.2M | 10.5M | $493.7M | 11.0M | -547,172-4.97% | Reduce |
| MORGAN STANLEY |
| 0.01% | 0.01% | #270 | $193.7M | 3.8M | $229.5M | 5.2M | -1.4M-26.99% | Reduce |
| LPL Financial LLC |
| 0.04% | 0.04% | #180 | $160.2M | 3.2M | $140.8M | 3.1M | +27,290+0.87% | Add |
| Cetera Investment Advisers |
| 0.08% | 0.09% | #123 | $85.4M | 1.7M | $82.5M | 1.8M | -149,981-8.16% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #221 | $74.1M | 1.5M | $73.4M | 1.6M | -172,608-10.55% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #263 | $70.2M | 1.4M | $71.2M | 1.6M | -198,131-12.49% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.04% | #192 | $57.2M | 1.1M | $58.8M | 1.3M | -179,061-13.67% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #283 | $52.6M | 1.0M | $51.3M | 1.1M | -104,304-9.12% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #268 | $44.4M | 877,842 | $45.4M | 1.0M | -133,939-13.24% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #233 | $44.3M | 874,270 | $36.6M | 832,598 | +41,672+5.01% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #294 | $38.7M | 765,369 | $37.2M | 829,581 | -64,212-7.74% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.04% | #165 | $38.6M | 761,637 | $30.3M | 674,054 | +87,583+12.99% | Add |
| BlueStem Wealth Partners, LLC |
| 3.39% | 3.12% | #4 | $34.1M | 672,950 | $28.1M | 626,136 | +46,814+7.48% | Add |
| Rockefeller Capital Management L.P. |
| 0.05% | 0.05% | #158 | $33.1M | 653,599 | $30.0M | 668,883 | -15,284-2.29% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.07% | 0.07% | #137 | $29.1M | 575,184 | $27.5M | 613,217 | -38,033-6.20% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| 0.02% | <0.01% | #224 | $27.1M | 534,800 | $5.6M | 124,500 | +410,300+329.56% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.04% | #191 | $25.3M | 499,215 | $25.2M | 561,367 | -62,152-11.07% | Reduce |
| Baird Financial Group, Inc. |
| 0.03% | 0.03% | #189 | $24.3M | 479,839 | $21.3M | 474,736 | +5,103+1.07% | Add |
| Compass Advisory Group LLC |
| 5.01% | 4.95% | #2 | $21.1M | 416,688 | $18.5M | 412,337 | +4,351+1.06% | Add |
| D.A. DAVIDSON & CO. |
| 0.11% | 0.11% | #105 | $20.2M | 399,878 | $18.9M | 420,172 | -20,294-4.83% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.04% | 0.04% | #171 | $20.2M | 398,574 | $15.7M | 349,901 | +48,673+13.91% | Add |
| Pacer Advisors, Inc. |
| 0.06% | 0.06% | #145 | $19.4M | 382,401 | $17.2M | 382,841 | -440-0.11% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #312 | $19.2M | 374,892 | $16.8M | 374,214 | +678+0.18% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #245 | $18.8M | 370,691 | $17.6M | 391,676 | -20,985-5.36% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #340 | $16.2M | 320,162 | $7.5M | 166,757 | +153,405+91.99% | Add |
| Kestra Advisory Services, LLC |
| 0.05% | 0.06% | #159 | $15.5M | 306,185 | $14.6M | 325,733 | -19,548-6.00% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.08% | 0.07% | #122 | $15.3M | 302,908 | $12.9M | 287,374 | +15,534+5.41% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #258 | $13.3M | 263,396 | $11.1M | 248,207 | +15,189+6.12% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #215 | $13.2M | 255,062 | $11.1M | 245,704 | +9,358+3.81% | Add |
| Cornerstone Wealth Management, LLC |
| 0.56% | 0.55% | #30 | $13.1M | 259,602 | $11.0M | 245,146 | +14,456+5.90% | Add |
| HHM Wealth Advisors, LLC |
| 1.27% | 1.96% | #15 | $12.7M | 250,104 | $17.1M | 380,206 | -130,102-34.22% | Reduce |
| Procyon Advisors, LLC |
| 0.15% | 0.11% | #84 | $11.4M | 225,085 | $10.4M | 232,785 | -7,700-3.31% | Reduce |
| Fearless Solutions, LLC dba Best Invest |
| 6% | 6.16% | #1 | $11.4M | 224,379 | $10.2M | 227,341 | -2,962-1.30% | Reduce |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje |
| 2.03% | — | #8 | $10.5M | 208,090 | $0 | 0 | +208,090 | New Buy |
| HOWARD FINANCIAL SERVICES, LTD. |
| 0.88% | 0.91% | #21 | $8.8M | 173,595 | $8.1M | 180,235 | -6,640-3.68% | Reduce |
| Long Island Wealth Management, Inc. |
| 3.62% | 3.66% | #3 | $8.8M | 173,149 | $7.9M | 175,968 | -2,819-1.60% | Reduce |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #205 | $8.6M | 169,045 | $7.3M | 163,410 | +5,635+3.45% | Add |
| Private Advisor Group, LLC |
| 0.04% | 0.02% | #175 | $8.3M | 163,095 | $4.6M | 103,242 | +59,853+57.97% | Add |
| PSI Advisors, LLC |
| 1.85% | 1.76% | #11 | $8.0M | 157,374 | $7.4M | 164,120 | -6,746-4.11% | Reduce |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.31% | 0.29% | #49 | $6.4M | 126,663 | $5.6M | 125,494 | +1,169+0.93% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #267 | $5.6M | 111,223 | $5.3M | 117,925 | -6,702-5.68% | Reduce |
| Clarus Wealth Advisors |
| 1.96% | 1.99% | #10 | $5.1M | 99,159 | $4.7M | 102,832 | -3,673-3.57% | Reduce |
| Family Manage LLC |
| 0.51% | 0.54% | #33 | $5.0M | 99,064 | $4.5M | 101,275 | -2,211-2.18% | Reduce |
| OPPENHEIMER & CO INC |
| 0.05% | 0.05% | #151 | $4.9M | 97,336 | $4.5M | 100,111 | -2,775-2.77% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.05% | 0.07% | #149 | $4.8M | 95,787 | $6.0M | 134,617 | -38,830-28.84% | Reduce |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #313 | $4.2M | 83,814 | $3.7M | 82,017 | +1,797+2.19% | Add |
| Wealthcare Advisory Partners LLC |
| 0.08% | 0.07% | #121 | $4.1M | 81,573 | $3.5M | 78,790 | +2,783+3.53% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.08% | 0.02% | #129 | $4.0M | 79,954 | $253,500 | 7,800 | +72,154+925.05% | Add |
| Equitable Holdings, Inc. |
| 0.02% | 0.03% | #208 | $4.0M | 79,852 | $4.2M | 95,041 | -15,189-15.98% | Reduce |
| Pacific Wealth Strategies Group, Inc. |
| 2.27% | 0.58% | #5 | $3.9M | 78,017 | $934,597 | 20,829 | +57,188+274.56% | Add |
