| ALLIANCEBERNSTEIN L.P. |
| 0.03% | 0.03% | #138 | $94.1M | 2.4M | $93.9M | 2.4M | -36,074-1.50% | Reduce |
| Penserra Capital Management LLC |
| 0.56% | 0.79% | #21 | $72.7M | 1.7M | $67.0M | 1.7M | +40,233+2.39% | Add |
| Allworth Financial LP |
| 0.14% | — | #73 | $34.0M | 806,553 | $0 | 0 | +806,553 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.03% | #134 | $30.0M | 711,850 | $23.2M | 583,890 | +127,960+21.92% | Add |
| Focus Partners Wealth |
| 0.02% | 0.02% | #156 | $18.5M | 438,313 | $18.3M | 458,896 | -20,583-4.49% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #203 | $17.9M | 423,425 | $11.9M | 299,223 | +124,202+41.51% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #208 | $16.4M | 387,680 | $12.5M | 314,737 | +72,943+23.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #207 | $16.2M | 384,554 | $14.3M | 360,066 | +24,488+6.80% | Add |
| Composition Wealth, LLC |
| 0.19% | 0.23% | #60 | $16.2M | 383,208 | $16.5M | 415,761 | -32,553-7.83% | Reduce |
| BLAIR WILLIAM & CO/IL |
| 0.04% | 0.03% | #128 | $14.8M | 351,283 | $10.0M | 252,339 | +98,944+39.21% | Add |
| Kestra Advisory Services, LLC |
| 0.04% | 0.02% | #123 | $13.8M | 327,187 | $5.9M | 148,908 | +178,279+119.72% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | 0.03% | #143 | $12.9M | 305,565 | $12.1M | 303,265 | +2,300+0.76% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #174 | $12.9M | 304,503 | $10.8M | 271,858 | +32,645+12.01% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #181 | $11.8M | 279,841 | $10.9M | 274,942 | +4,899+1.78% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #155 | $11.6M | 272,486 | $10.0M | 250,255 | +22,231+8.88% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.02% | #169 | $11.0M | 260,839 | $12.5M | 313,015 | -52,176-16.67% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.03% | #144 | $10.7M | 254,093 | $10.1M | 253,484 | +609+0.24% | Add |
| Orion Porfolio Solutions, LLC |
| 0.08% | 0.07% | #102 | $10.0M | 237,192 | $7.8M | 195,167 | +42,025+21.53% | Add |
| Bedel Financial Consulting, Inc. |
| 0.93% | 1.06% | #13 | $10.0M | 235,808 | $9.4M | 235,927 | -119-0.05% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.04% | 0.05% | #124 | $9.6M | 226,793 | $8.7M | 219,775 | +7,018+3.19% | Add |
| Bellwether Advisors, LLC |
| 1.37% | 1.43% | #8 | $9.2M | 218,580 | $8.4M | 211,427 | +7,153+3.38% | Add |
| Southland Equity Partners LLC |
| 1.56% | 1.64% | #6 | $8.9M | 211,374 | $8.4M | 211,773 | -399-0.19% | Reduce |
| Cassady Wealth & Retirement Planning, LLC |
| 4.12% | 4.22% | #1 | $8.8M | 209,705 | $8.7M | 210,051 | -346-0.16% | Reduce |
| US BANCORP \DE\ |
| 0.01% | — | #186 | $8.4M | 200,003 | $0 | 0 | +200,003 | New Buy |
| AA Financial Advisors, LLC |
| 1.01% | 1.16% | #12 | $8.4M | 198,247 | $8.2M | 206,504 | -8,257-4.00% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.01% | #162 | $7.7M | 183,356 | $4.9M | 122,168 | +61,188+50.09% | Add |
| Triad Wealth Partners, LLC |
| 0.45% | 0.54% | #30 | $7.6M | 177,922 | $6.8M | 172,043 | +5,879+3.42% | Add |
| Tradition Wealth Management, LLC |
| 0.45% | 0.52% | #28 | $7.4M | 176,095 | $7.2M | 182,132 | -6,037-3.31% | Reduce |
| Brookstone Capital Management |
| 0.06% | 0.07% | #113 | $6.3M | 149,313 | $6.1M | 154,037 | -4,724-3.07% | Reduce |
| GILL CAPITAL PARTNERS, LLC |
| 1.74% | 1.65% | #4 | $6.1M | 144,492 | $5.8M | 144,492 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #196 | $5.5M | 130,366 | $5.7M | 144,176 | -13,810-9.58% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.27% | 0.36% | #52 | $5.3M | 126,529 | $5.2M | 130,889 | -4,360-3.33% | Reduce |
| Rothschild Wealth LLC |
| 0.42% | 0.46% | #31 | $5.3M | 125,832 | $5.1M | 128,644 | -2,812-2.19% | Reduce |
| Elmwood Wealth Management, Inc. |
| 1.31% | 1.41% | #9 | $5.2M | 123,864 | $5.1M | 127,902 | -4,038-3.16% | Reduce |
| Forvis Mazars Wealth Advisors, LLC |
| 0.09% | 0.1% | #92 | $5.1M | 121,679 | $5.3M | 133,368 | -11,689-8.76% | Reduce |
| CoreCap Advisors, LLC |
| 0.14% | 0.15% | #74 | $4.8M | 114,078 | $4.3M | 107,068 | +7,010+6.55% | Add |
| Pinnacle Wealth Management Group, Inc. |
| 2.17% | 2.2% | #2 | $4.6M | 110,081 | $4.5M | 112,506 | -2,425-2.16% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #221 | $4.5M | 107,446 | $0 | 0 | +107,446 | New Buy |
| MTM FINANCIAL GROUP, LLC |
| 1.84% | 1.9% | #3 | $4.3M | 101,843 | $4.0M | 101,465 | +378+0.37% | Add |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.2% | 0.19% | #59 | $3.9M | 93,359 | $3.4M | 82,392 | +10,967+13.31% | Add |
| Keating Financial Advisory Services, Inc. |
| 0.48% | 0.53% | #26 | $3.6M | 86,435 | $3.3M | 82,611 | +3,824+4.63% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 0.41% | 0.37% | #35 | $3.6M | 85,805 | $2.8M | 70,973 | +14,832+20.90% | Add |
| WPWealth LLP |
| 0.52% | 0.71% | #25 | $3.5M | 82,889 | $4.7M | 117,413 | -34,524-29.40% | Reduce |
| Nikulski Financial, Inc. |
| 0.74% | 0.87% | #14 | $3.5M | 81,818 | $3.5M | 89,003 | -7,185-8.07% | Reduce |
| Farther Finance Advisors, LLC |
| 0.03% | 0.03% | #140 | $3.4M | 80,214 | $2.8M | 70,292 | +9,922+14.12% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.04% | 0.05% | #125 | $3.3M | 77,245 | $3.0M | 74,763 | +2,482+3.32% | Add |
| CRA Financial Services, LLC |
| 0.37% | 0.4% | #40 | $3.2M | 76,979 | $3.1M | 77,589 | -610-0.79% | Reduce |
| Advisory Alpha, LLC |
| 0.08% | 0.05% | #100 | $3.2M | 75,972 | $2.0M | 49,593 | +26,379+53.19% | Add |
| World Investment Advisors |
| 0.05% | 0.05% | #119 | $3.2M | 77,018 | $3.2M | 81,139 | -4,121-5.08% | Reduce |
| MAI Capital Management |
| 0.01% | 0.02% | #175 | $3.1M | 72,748 | $2.8M | 69,828 | +2,920+4.18% | Add |
