| ENVESTNET ASSET MANAGEMENT INC |
| 0.12% | 0.12% | #51 | $526.9M | 15.0M | $429.9M | 14.1M | +856,879+6.08% | Add |
| Capital Group Private Client Services, Inc. |
| 4.16% | 3.56% | #4 | $294.9M | 8.4M | $211.0M | 6.9M | +1.5M+20.97% | Add |
| Capital International Investors |
| 0.06% | 0.06% | #83 | $292.6M | 8.3M | $244.1M | 8.0M | +300,313+3.75% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #102 | $200.0M | 5.7M | $144.4M | 4.7M | +941,788+19.89% | Add |
| LPL Financial LLC |
| 0.04% | 0.03% | #95 | $183.8M | 5.2M | $120.3M | 3.9M | +1.3M+32.20% | Add |
| Cetera Investment Advisers |
| 0.11% | 0.11% | #63 | $119.2M | 3.4M | $100.2M | 3.3M | +97,490+2.97% | Add |
| Larson Financial Group LLC |
| 1.83% | 1.54% | #8 | $69.9M | 2.0M | $48.1M | 1.6M | +405,191+25.68% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.13% | 0.13% | #48 | $65.8M | 1.9M | $48.1M | 1.6M | +289,879+18.39% | Add |
| ASSETMARK, INC |
| 0.09% | 0.09% | #70 | $54.1M | 1.5M | $43.6M | 1.4M | +106,357+7.44% | Add |
| BENJAMIN EDWARDS INC |
| 0.48% | 0.39% | #22 | $52.5M | 1.5M | $39.6M | 1.3M | +191,850+14.77% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.06% | 0.05% | #82 | $49.8M | 1.4M | $37.4M | 1.2M | +186,352+15.19% | Add |
| Clearstead Advisors, LLC |
| 0.45% | 0.77% | #23 | $47.5M | 1.3M | $83.8M | 2.7M | -1.4M-50.93% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #140 | $45.7M | 1.3M | $36.5M | 1.2M | +98,908+8.25% | Add |
| Janney Montgomery Scott LLC |
| 0.08% | 0.09% | #73 | $43.7M | 1.2M | $35.3M | 1.2M | +83,597+7.23% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.1% | 0.09% | #68 | $41.6M | 1.2M | $33.0M | 1.1M | +100,327+9.28% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.04% | #91 | $39.0M | 1.1M | $29.5M | 966,844 | +140,470+14.53% | Add |
| NewEdge Advisors, LLC |
| 0.1% | 0.09% | #66 | $33.7M | 957,504 | $26.1M | 854,249 | +103,255+12.09% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.3% | 0.3% | #28 | $32.3M | 916,929 | $27.0M | 885,670 | +31,259+3.53% | Add |
| &PARTNERS |
| 0.11% | 0.11% | #58 | $28.0M | 792,699 | $23.0M | 754,025 | +38,674+5.13% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #139 | $27.6M | 783,191 | $18.0M | 589,046 | +194,145+32.96% | Add |
| Compton Financial Group, LLC |
| 4.32% | 2.45% | #3 | $22.4M | 636,441 | $11.1M | 363,042 | +273,399+75.31% | Add |
| James Reed Financial Services, Inc. |
| 15.91% | 15.48% | #1 | $20.8M | 591,511 | $17.9M | 586,128 | +5,383+0.92% | Add |
| Panoramic Capital Partners, LLC |
| 8.37% | — | #2 | $17.7M | 502,212 | $0 | 0 | +502,212 | New Buy |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #118 | $16.7M | 474,899 | $12.3M | 403,117 | +71,782+17.81% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #127 | $16.2M | 458,925 | $8.2M | 267,687 | +191,238+71.44% | Add |
| Orion Porfolio Solutions, LLC |
| 0.12% | 0.14% | #55 | $15.4M | 436,166 | $16.0M | 523,335 | -87,169-16.66% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | <0.01% | #142 | $15.0M | 438,265 | $10.3M | 347,872 | +90,393+25.98% | Add |
| TD Waterhouse Canada Inc. |
| 0.04% | 0.03% | #100 | $14.6M | 417,606 | $10.0M | 324,860 | +92,746+28.55% | Add |
| Smartleaf Asset Management LLC |
| 0.45% | 0.42% | #24 | $13.7M | 394,290 | $11.6M | 394,290 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #157 | $13.0M | 369,296 | $5.1M | 166,277 | +203,019+122.10% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #156 | $12.3M | 349,852 | $14.8M | 486,152 | -136,300-28.04% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.06% | 0.05% | #84 | $12.0M | 341,123 | $9.5M | 311,225 | +29,898+9.61% | Add |
| Strategic Blueprint, LLC |
| 0.58% | 0.57% | #19 | $11.6M | 330,571 | $9.9M | 323,839 | +6,732+2.08% | Add |
| Valmark Advisers, Inc. |
| 0.12% | 0.06% | #54 | $11.4M | 323,952 | $4.7M | 155,239 | +168,713+108.68% | Add |
| CULLEN/FROST BANKERS, INC. |
| 0.11% | 0.11% | #60 | $11.4M | 323,679 | $10.0M | 329,108 | -5,429-1.65% | Reduce |
| STEPHENS INC /AR/ |
| 0.12% | 0.12% | #52 | $11.0M | 312,106 | $9.3M | 304,297 | +7,809+2.57% | Add |
| KINTRA WEALTH, LLC |
| 0.54% | 0.47% | #20 | $10.3M | 285,637 | $6.7M | 218,540 | +67,097+30.70% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.12% | 0.11% | #53 | $10.1M | 287,045 | $7.6M | 248,519 | +38,526+15.50% | Add |
| Integrated Wealth Concepts LLC |
| 0.05% | 0.03% | #89 | $9.6M | 271,534 | $3.4M | 111,835 | +159,699+142.80% | Add |
| Venture Visionary Partners LLC |
| 0.26% | 0.2% | #32 | $9.5M | 269,605 | $6.0M | 196,146 | +73,459+37.45% | Add |
| Intrua Financial, LLC |
| 0.85% | 0.77% | #14 | $9.3M | 264,007 | $7.5M | 244,922 | +19,085+7.79% | Add |
| Private Advisor Group, LLC |
| 0.04% | 0.03% | #99 | $8.4M | 238,292 | $5.5M | 179,592 | +58,700+32.69% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.11% | 0.1% | #62 | $8.2M | 232,702 | $6.4M | 208,665 | +24,037+11.52% | Add |
| Gateway Wealth Partners, LLC |
| 0.49% | 0.42% | #21 | $8.2M | 232,465 | $10.9M | 356,920 | -124,455-34.87% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.07% | 0.06% | #80 | $7.0M | 198,272 | $5.7M | 187,004 | +11,268+6.03% | Add |
| Concurrent Investment Advisors, LLC |
| 0.06% | 0.08% | #85 | $6.7M | 189,081 | $7.1M | 233,304 | -44,223-18.96% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.04% | 0.03% | #96 | $6.5M | 184,496 | $4.2M | 138,967 | +45,529+32.76% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.14% | 0.15% | #47 | $6.2M | 176,904 | $5.9M | 193,663 | -16,759-8.65% | Reduce |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #155 | $6.1M | 173,741 | $5.3M | 173,741 | 00.00% | Unchanged |
| GTS SECURITIES LLC |
| 0.13% | 0.01% | #50 | $6.0M | 169,793 | $384,666 | 12,612 | +157,181+1,246.28% | Add |
