| FMR LLC |
| 0.05% | 0.05% | #138 | $1.20B | 24.9M | $1.03B | 27.0M | -2.1M-7.61% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.08% | 0.05% | #125 | $382.7M | 7.9M | $229.2M | 6.0M | +1.9M+31.24% | Add |
| LPL Financial LLC |
| 0.07% | 0.05% | #129 | $299.0M | 6.2M | $194.7M | 5.1M | +1.1M+20.82% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.11% | 0.09% | #109 | $214.8M | 4.4M | $142.5M | 3.7M | +699,208+18.65% | Add |
| Prime Capital Investment Advisors, LLC |
| 1.35% | 1.37% | #33 | $139.6M | 2.9M | $118.3M | 3.1M | -222,524-7.15% | Reduce |
| Cetera Investment Advisers |
| 0.12% | 0.08% | #106 | $133.4M | 2.8M | $74.6M | 2.0M | +801,025+40.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #148 | $125.3M | 2.6M | $88.6M | 2.3M | +263,258+11.29% | Add |
| FIFTH THIRD BANCORP |
| 0.2% | 0.19% | #86 | $124.8M | 2.6M | $105.8M | 2.8M | -199,512-7.17% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #166 | $121.2M | 2.5M | $81.0M | 2.1M | +378,423+17.75% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.15% | 0.12% | #99 | $116.8M | 2.4M | $85.3M | 2.2M | +174,908+7.79% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #202 | $99.5M | 2.1M | $7.3M | 200,931 | +1.9M+925.85% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #205 | $89.8M | 1.9M | $67.5M | 1.8M | +42,461+2.32% | Add |
| Dynasty Wealth Management, LLC |
| 0.65% | 0.6% | #56 | $87.2M | 1.8M | $68.8M | 1.8M | -4,471-0.25% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.1% | 0.07% | #114 | $84.5M | 1.7M | $50.9M | 1.3M | +410,329+30.65% | Add |
| Quotient Wealth Partners, LLC |
| 1.99% | 1.75% | #22 | $84.1M | 1.7M | $66.5M | 1.8M | -8,409-0.48% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.01% | #171 | $72.5M | 1.5M | $40.3M | 1.1M | +441,088+41.60% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 0.51% | 0.45% | #66 | $67.8M | 1.4M | $53.4M | 1.4M | 00.00% | Unchanged |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #211 | $64.3M | 1.3M | $33.1M | 871,856 | +459,596+52.71% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #189 | $60.2M | 1.2M | $46.4M | 1.2M | +26,800+2.20% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.12% | 0.09% | #108 | $57.7M | 1.2M | $32.7M | 860,278 | +334,523+38.89% | Add |
| Calamos Wealth Management LLC |
| 1.55% | 1.32% | #29 | $51.3M | 1.1M | $38.4M | 1.0M | +51,632+5.10% | Add |
| Waverly Advisors, LLC |
| 0.27% | — | #77 | $45.7M | 947,267 | $0 | 0 | +947,267 | New Buy |
| Capital Analysts, LLC |
| 0.95% | 0.88% | #44 | $41.1M | 851,673 | $30.8M | 814,633 | +37,040+4.55% | Add |
| Kestra Advisory Services, LLC |
| 0.12% | 0.1% | #105 | $38.2M | 790,289 | $27.1M | 712,371 | +77,918+10.94% | Add |
| Focus Financial Network, Inc. |
| 1.15% | 0.99% | #36 | $37.3M | 771,548 | $27.7M | 727,780 | +43,768+6.01% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 2.46% | 2.11% | #14 | $21.8M | 451,959 | $16.3M | 429,616 | +22,343+5.20% | Add |
| Systelligence, LLC |
| 3.23% | — | #9 | $19.3M | 400,481 | $0 | 0 | +400,481 | New Buy |
| Baird Financial Group, Inc. |
| 0.03% | 0.02% | #158 | $18.9M | 392,125 | $14.3M | 377,214 | +14,911+3.95% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.01% | #177 | $18.5M | 383,270 | $13.6M | 357,112 | +26,158+7.32% | Add |
| Parkside Investments, LLC |
| 2.02% | 1.66% | #21 | $18.5M | 382,383 | $13.7M | 360,173 | +22,210+6.17% | Add |
| Stadion Money Management, LLC |
| 1.54% | 1.58% | #30 | $17.9M | 370,869 | $15.7M | 412,569 | -41,700-10.11% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.27% | 0.16% | #76 | $17.2M | 355,647 | $8.9M | 234,700 | +120,947+51.53% | Add |
| LITTLE HOUSE CAPITAL LLC |
| 3.64% | 3.24% | #7 | $16.2M | 335,887 | $12.6M | 330,362 | +5,525+1.67% | Add |
| HighPoint Advisor Group LLC |
| 0.57% | — | #61 | $16.1M | 332,587 | $0 | 0 | +332,587 | New Buy |
| DAHRING {-} CUSMANO LLC |
| 8.12% | 7.17% | #1 | $15.4M | 319,007 | $11.7M | 306,710 | +12,297+4.01% | Add |
| Berger Financial Group, Inc |
| 0.79% | 0.67% | #49 | $15.4M | 318,779 | $11.9M | 314,436 | +4,343+1.38% | Add |
| Summit Investment Advisory Services, LLC |
| 3.76% | 4.54% | #6 | $15.0M | 309,901 | $12.2M | 321,361 | -11,460-3.57% | Reduce |
| Mayfair Advisory Group, LLC |
| 4.19% | 3.73% | #5 | $13.9M | 297,644 | $10.7M | 281,068 | +16,576+5.90% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.02% | #152 | $13.8M | 285,212 | $9.0M | 237,178 | +48,034+20.25% | Add |
| Equitable Holdings, Inc. |
| 0.08% | 0.04% | #126 | $12.6M | 260,147 | $5.5M | 145,081 | +115,066+79.31% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.01% | — | #192 | $11.7M | 242,900 | $0 | 0 | +242,900 | New Buy |
| Ausdal Financial Partners, Inc. |
| 0.46% | 0.35% | #68 | $11.7M | 241,427 | $8.0M | 209,694 | +31,733+15.13% | Add |
| Aurdan Capital Management, LLC |
| 2.87% | — | #11 | $11.3M | 234,665 | $0 | 0 | +234,665 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #228 | $11.0M | 226,814 | $5.9M | 154,009 | +72,805+47.27% | Add |
| Mutual Advisors, LLC |
| 0.2% | 0.17% | #85 | $10.8M | 223,920 | $8.1M | 212,154 | +11,766+5.55% | Add |
| PETRA FINANCIAL ADVISORS INC |
| 4.81% | 1.04% | #3 | $10.4M | 214,717 | $1.7M | 44,051 | +170,666+387.43% | Add |
| First Heartland Consultants, Inc. |
| 0.64% | 0.4% | #57 | $9.8M | 196,379 | $5.2M | 137,672 | +58,707+42.64% | Add |
| Landing Point Financial Group, LLC |
| 3.32% | 4.96% | #8 | $9.8M | 202,070 | $10.2M | 269,165 | -67,095-24.93% | Reduce |
| Salus Financial Advisors, LLC |
| 4.77% | 4.39% | #4 | $9.7M | 200,250 | $7.5M | 198,331 | +1,919+0.97% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #180 | $9.3M | 192,503 | $5.8M | 151,712 | +40,791+26.89% | Add |
